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: 224,668 shares; 2024Q4: 242,720 shares; 2025Q1: 246,371 shares; 2025Q2: 208,042 shares; 2025Q3: 244,100 shares; 2025Q4: 242,143 shares 242,143 $166M 5.55% -1,957 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: 745,604 shares; 2024Q4: 725,082 shares; 2025Q1: 712,087 shares; 2025Q2: 594,782 shares; 2025Q3: 610,637 shares; 2025Q4: 624,234 shares 624,234 $116M 3.9% +13,597 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: 529,850 shares; 2024Q4: 558,254 shares; 2025Q1: 500,240 shares; 2025Q2: 387,871 shares; 2025Q3: 383,855 shares; 2025Q4: 386,398 shares 386,398 $105M 3.52% +2,543 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: 353,659 shares; 2024Q4: 373,585 shares; 2025Q1: 360,495 shares; 2025Q2: 308,004 shares; 2025Q3: 318,775 shares; 2025Q4: 332,348 shares 332,348 $76.7M 2.57% +13,573 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: 174,907 shares; 2024Q4: 173,351 shares; 2025Q1: 183,077 shares; 2025Q2: 132,409 shares; 2025Q3: 136,166 shares; 2025Q4: 137,185 shares 137,185 $66.3M 2.22% +1,019 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: 122,822 shares; 2024Q4: 126,581 shares; 2025Q1: 118,199 shares; 2025Q2: 90,731 shares; 2025Q3: 86,128 shares; 2025Q4: 83,787 shares 83,787 $63.2M 2.12% -2,341 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: 256,385 shares; 2024Q4: 261,230 shares; 2025Q1: 259,723 shares; 2025Q2: 189,910 shares; 2025Q3: 199,451 shares; 2025Q4: 183,970 shares 183,970 $57.6M 1.93% -15,481 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: 87,351 shares; 2024Q4: 91,053 shares; 2025Q1: 89,952 shares; 2025Q2: 64,647 shares; 2025Q3: 63,005 shares; 2025Q4: 58,788 shares 58,788 $40.1M 1.34% -4,217 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: 61,153 shares; 2024Q4: 71,802 shares; 2025Q1: 71,117 shares; 2025Q2: 68,195 shares; 2025Q3: 100,661 shares; 2025Q4: 109,737 shares 109,737 $38M 1.27% +9,076 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: 66,566 shares; 2024Q4: 73,812 shares; 2025Q1: 70,896 shares; 2025Q2: 56,597 shares; 2025Q3: 57,391 shares; 2025Q4: 55,092 shares 55,092 $36.4M 1.22% -2,299 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: 92,480 shares; 2024Q4: 100,276 shares; 2025Q1: 98,534 shares; 2025Q2: 88,478 shares; 2025Q3: 93,254 shares; 2025Q4: 104,441 shares 104,441 $32.8M 1.1% +11,187 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: 32,498 shares; 2024Q4: 32,947 shares; 2025Q1: 33,795 shares; 2025Q2: 27,265 shares; 2025Q3: 27,127 shares; 2025Q4: 27,719 shares 27,719 $29.8M 1% +592 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: 725,195 shares; 2024Q4: 758,127 shares; 2025Q1: 821,721 shares; 2025Q2: 668,736 shares; 2025Q3: 563,548 shares; 2025Q4: 542,114 shares 542,114 $29.7M 0.99% -21,434 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: 339,556 shares; 2024Q4: 333,654 shares; 2025Q1: 335,232 shares; 2025Q2: 294,737 shares; 2025Q3: 290,826 shares; 2025Q4: 288,846 shares 288,846 $28.8M 0.97% -1,980 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: 262,293 shares; 2024Q4: 310,111 shares; 2025Q1: 353,123 shares; 2025Q2: 295,411 shares; 2025Q3: 297,427 shares; 2025Q4: 311,718 shares 311,718 $27.9M 0.93% +14,291 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: 158,196 shares; 2024Q4: 162,706 shares; 2025Q1: 161,329 shares; 2025Q2: 128,043 shares; 2025Q3: 120,927 shares; 2025Q4: 124,779 shares 124,779 $26.5M 0.89% +3,852 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: 2,023,700 shares; 2024Q4: 2,203,675 shares; 2025Q1: 2,137,779 shares; 2025Q2: 1,690,544 shares; 2025Q3: 1,432,531 shares; 2025Q4: 516,002 shares 516,002 $26.1M 0.87% -916,529 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: 34,325 shares; 2024Q4: 32,119 shares; 2025Q1: 51,739 shares; 2025Q2: 35,206 shares; 2025Q3: 39,897 shares; 2025Q4: 41,442 shares 41,442 $26M 0.87% +1,545 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: 197,914 shares; 2024Q4: 203,899 shares; 2025Q1: 205,988 shares; 2025Q2: 201,582 shares; 2025Q3: 200,577 shares; 2025Q4: 205,458 shares 205,458 $25.3M 0.85% +4,881 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: 33,749 shares; 2024Q4: 34,417 shares; 2025Q1: 34,881 shares; 2025Q2: 26,321 shares; 2025Q3: 27,923 shares; 2025Q4: 28,400 shares 28,400 $24.5M 0.82% +477 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: 94,149 shares; 2024Q4: 95,060 shares; 2025Q1: 99,162 shares; 2025Q2: 66,519 shares; 2025Q3: 73,047 shares; 2025Q4: 74,497 shares 74,497 $24M 0.8% +1,450 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: 51,646 shares; 2024Q4: 51,496 shares; 2025Q1: 51,615 shares; 2025Q2: 51,033 shares; 2025Q3: 50,631 shares; 2025Q4: 50,277 shares 50,277 $23.8M 0.8% -354 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: 136,708 shares; 2024Q4: 207,999 shares; 2025Q1: 190,314 shares; 2025Q2: 154,672 shares; 2025Q3: 144,879 shares; 2025Q4: 141,683 shares 141,683 $23.8M 0.8% -3,196 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: 584,168 shares; 2024Q4: 576,971 shares; 2025Q1: 584,688 shares; 2025Q2: 512,223 shares; 2025Q3: 506,457 shares; 2025Q4: 515,276 shares 515,276 $23.7M 0.79% +8,819 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: 120,781 shares; 2024Q4: 59,128 shares; 2025Q1: 59,558 shares; 2025Q2: 62,090 shares; 2025Q3: 84,754 shares; 2025Q4: 163,963 shares 163,963 $23.6M 0.79% +79,209 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,668 shares; 2024Q4: 758,828 shares; 2025Q1: 770,189 shares; 2025Q2: 672,078 shares; 2025Q3: 663,909 shares; 2025Q4: 665,393 shares 665,393 $22.7M 0.76% +1,484 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: 118,256 shares; 2024Q4: 119,907 shares; 2025Q1: 121,203 shares; 2025Q2: 119,413 shares; 2025Q3: 117,387 shares; 2025Q4: 114,767 shares 114,767 $21.9M 0.73% -2,620 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,995 shares; 2024Q4: 123,134 shares; 2025Q1: 140,152 shares; 2025Q2: 162,573 shares; 2025Q3: 171,209 shares; 2025Q4: 370,353 shares 370,353 $21.5M 0.72% +199,144 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: 153,016 shares; 2024Q4: 145,041 shares; 2025Q1: 137,198 shares; 2025Q2: 1,888,940 shares; 2025Q3: 467,336 shares; 2025Q4: 454,080 shares 454,080 $21.1M 0.71% -13,256 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: 255,077 shares; 2024Q4: 259,618 shares; 2025Q1: 258,004 shares; 2025Q2: 205,050 shares; 2025Q3: 177,377 shares; 2025Q4: 175,550 shares 175,550 $20.7M 0.69% -1,827 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: 49,340 shares; 2024Q4: 47,690 shares; 2025Q1: 38,628 shares; 2025Q2: 30,990 shares; 2025Q3: 33,238 shares; 2025Q4: 35,304 shares 35,304 $20.2M 0.67% +2,066 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 64 shares; 2025Q1: 475,044 shares; 2025Q2: 419,693 shares; 2025Q3: 415,375 shares; 2025Q4: 417,088 shares 417,088 $19.7M 0.66% +1,713 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,680 shares; 2025Q2: 149,155 shares; 2025Q3: 366,321 shares; 2025Q4: 368,113 shares 368,113 $19M 0.63% +1,792 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,495 shares; 2024Q4: 241,574 shares; 2025Q1: 248,379 shares; 2025Q2: 248,866 shares; 2025Q3: 246,449 shares; 2025Q4: 249,666 shares 249,666 $18.5M 0.62% +3,217 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: 31,648 shares; 2024Q4: 33,286 shares; 2025Q1: 36,742 shares; 2025Q2: 48,129 shares; 2025Q3: 31,684 shares; 2025Q4: 29,910 shares 29,910 $18.4M 0.62% -1,774 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: 397,610 shares; 2024Q4: 343,179 shares; 2025Q1: 338,051 shares; 2025Q2: 269,687 shares; 2025Q3: 255,638 shares; 2025Q4: 263,178 shares 263,178 $17.7M 0.59% +7,540 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: 161,537 shares; 2024Q4: 169,562 shares; 2025Q1: 175,054 shares; 2025Q2: 141,095 shares; 2025Q3: 112,320 shares; 2025Q4: 107,837 shares 107,837 $16.7M 0.56% -4,483 Timeline VCR 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: 65,153 shares; 2024Q4: 67,277 shares; 2025Q1: 66,800 shares; 2025Q2: 52,773 shares; 2025Q3: 43,348 shares; 2025Q4: 42,189 shares 42,189 $16.6M 0.56% -1,159 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: 159,132 shares; 2024Q4: 168,961 shares; 2025Q1: 149,020 shares; 2025Q2: 140,278 shares; 2025Q3: 143,833 shares; 2025Q4: 141,862 shares 141,862 $15.8M 0.53% -1,971 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: 32 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 297,236 shares; 2025Q4: 290,762 shares 290,762 $15.7M 0.53% -6,474 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,197 shares; 2024Q4: 307,978 shares; 2025Q1: 300,863 shares; 2025Q2: 233,581 shares; 2025Q3: 224,176 shares; 2025Q4: 227,430 shares 227,430 $15.3M 0.51% +3,254 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: 92,526 shares; 2024Q4: 97,372 shares; 2025Q1: 97,577 shares; 2025Q2: 79,707 shares; 2025Q3: 80,220 shares; 2025Q4: 85,659 shares 85,659 $15.2M 0.51% +5,439 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307,708 shares; 2025Q1: 317,204 shares; 2025Q2: 318,192 shares; 2025Q3: 315,003 shares; 2025Q4: 319,337 shares 319,337 $14.9M 0.5% +4,334 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: 55,666 shares; 2024Q4: 57,999 shares; 2025Q1: 62,291 shares; 2025Q2: 40,678 shares; 2025Q3: 40,182 shares; 2025Q4: 40,429 shares 40,429 $14.2M 0.47% +247 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: 29,886 shares; 2024Q4: 30,300 shares; 2025Q1: 30,382 shares; 2025Q2: 24,372 shares; 2025Q3: 29,219 shares; 2025Q4: 29,249 shares 29,249 $13.7M 0.46% +30 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: 182,429 shares; 2024Q4: 185,052 shares; 2025Q1: 183,862 shares; 2025Q2: 148,125 shares; 2025Q3: 92,474 shares; 2025Q4: 87,483 shares 87,483 $13.5M 0.45% -4,991 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: 20,308 shares; 2024Q4: 22,116 shares; 2025Q1: 20,923 shares; 2025Q2: 16,047 shares; 2025Q3: 16,523 shares; 2025Q4: 136,632 shares 136,632 $12.8M 0.43% +120,109 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,647 shares; 2024Q4: 147,300 shares; 2025Q1: 146,429 shares; 2025Q2: 140,465 shares; 2025Q3: 137,532 shares; 2025Q4: 133,051 shares 133,051 $12.8M 0.43% -4,481 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: 12,065 shares; 2024Q4: 12,285 shares; 2025Q1: 11,062 shares; 2025Q2: 13,457 shares; 2025Q3: 10,467 shares; 2025Q4: 10,477 shares 10,477 $12.7M 0.43% +10 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: 16,178 shares; 2024Q4: 12,917 shares; 2025Q1: 14,916 shares; 2025Q2: 10,730 shares; 2025Q3: 12,888 shares; 2025Q4: 21,725 shares 21,725 $12.4M 0.42% +8,837 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: 29,236 shares; 2024Q4: 85,212 shares; 2025Q1: 82,870 shares; 2025Q2: 70,111 shares; 2025Q3: 77,962 shares; 2025Q4: 75,101 shares 75,101 $12.1M 0.4% -2,861 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: 9,232 shares; 2024Q4: 10,129 shares; 2025Q1: 24,283 shares; 2025Q2: 28,941 shares; 2025Q3: 32,805 shares; 2025Q4: 30,434 shares 30,434 $12.1M 0.4% -2,371 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,610 shares; 2024Q4: 145,846 shares; 2025Q1: 146,887 shares; 2025Q2: 127,772 shares; 2025Q3: 125,201 shares; 2025Q4: 124,741 shares 124,741 $12M 0.4% -460 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: 135,682 shares; 2025Q1: 126,282 shares; 2025Q2: 57,004 shares; 2025Q3: 84,650 shares; 2025Q4: 90,468 shares 90,468 $11.9M 0.4% +5,818 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: 15,330 shares; 2024Q4: 21,921 shares; 2025Q1: 141,579 shares; 2025Q2: 95,579 shares; 2025Q3: 108,571 shares; 2025Q4: 143,426 shares 143,426 $11.6M 0.39% +34,855 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: 38,636 shares; 2024Q4: 36,002 shares; 2025Q1: 39,427 shares; 2025Q2: 30,023 shares; 2025Q3: 27,428 shares; 2025Q4: 23,098 shares 23,098 $11.6M 0.39% -4,330 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,688 shares; 2024Q4: 44,949 shares; 2025Q1: 45,262 shares; 2025Q2: 39,393 shares; 2025Q3: 40,049 shares; 2025Q4: 37,343 shares 37,343 $11.6M 0.39% -2,706 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: 17,245 shares; 2024Q4: 19,226 shares; 2025Q1: 18,842 shares; 2025Q2: 11,795 shares; 2025Q3: 14,116 shares; 2025Q4: 13,800 shares 13,800 $11.3M 0.38% -316 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: 4,908 shares; 2024Q4: 5,087 shares; 2025Q1: 8,258 shares; 2025Q2: 5,152 shares; 2025Q3: 12,471 shares; 2025Q4: 12,703 shares 12,703 $11.2M 0.37% +232 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: 28,313 shares; 2024Q4: 63,075 shares; 2025Q1: 62,864 shares; 2025Q2: 48,741 shares; 2025Q3: 49,938 shares; 2025Q4: 57,334 shares 57,334 $10.6M 0.35% +7,396 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: 167,393 shares; 2024Q4: 169,164 shares; 2025Q1: 173,454 shares; 2025Q2: 172,106 shares; 2025Q3: 170,818 shares; 2025Q4: 176,091 shares 176,091 $10.5M 0.35% +5,273 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: 115,771 shares; 2024Q4: 115,308 shares; 2025Q1: 116,114 shares; 2025Q2: 104,070 shares; 2025Q3: 103,529 shares; 2025Q4: 107,834 shares 107,834 $10.4M 0.35% +4,305 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: 142,707 shares; 2024Q4: 146,011 shares; 2025Q1: 62,926 shares; 2025Q2: 56,512 shares; 2025Q3: 176,147 shares; 2025Q4: 176,458 shares 176,458 $9.49M 0.32% +311 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,964 shares; 2024Q4: 130,317 shares; 2025Q1: 134,116 shares; 2025Q2: 133,117 shares; 2025Q3: 132,056 shares; 2025Q4: 135,829 shares 135,829 $9.46M 0.32% +3,773 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: 55,207 shares; 2024Q4: 55,310 shares; 2025Q1: 55,065 shares; 2025Q2: 53,058 shares; 2025Q3: 51,041 shares; 2025Q4: 47,194 shares 47,194 $9.42M 0.32% -3,847 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: 474,242 shares; 2024Q4: 238,333 shares; 2025Q1: 198,770 shares; 2025Q2: 152,841 shares; 2025Q3: 138,668 shares; 2025Q4: 141,943 shares 141,943 $9.37M 0.31% +3,275 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: 33,589 shares; 2024Q4: 31,216 shares; 2025Q1: 35,506 shares; 2025Q2: 519 shares; 2025Q3: 25,720 shares; 2025Q4: 21,921 shares 21,921 $9.25M 0.31% -3,799 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: 15,572 shares; 2024Q4: 17,241 shares; 2025Q1: 17,509 shares; 2025Q2: 12,395 shares; 2025Q3: 12,365 shares; 2025Q4: 75,082 shares 75,082 $9.15M 0.31% +62,717 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: 64,661 shares; 2024Q4: 66,639 shares; 2025Q1: 68,859 shares; 2025Q2: 52,000 shares; 2025Q3: 50,735 shares; 2025Q4: 44,829 shares 44,829 $8.9M 0.3% -5,906 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: 110,004 shares; 2024Q4: 114,791 shares; 2025Q1: 115,002 shares; 2025Q2: 122,408 shares; 2025Q3: 123,109 shares; 2025Q4: 123,689 shares 123,689 $8.83M 0.3% +580 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: 210,668 shares; 2024Q4: 201,820 shares; 2025Q1: 195,372 shares; 2025Q2: 127,851 shares; 2025Q3: 115,212 shares; 2025Q4: 132,626 shares 132,626 $8.56M 0.29% +17,414 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: 26,141 shares; 2024Q4: 30,470 shares; 2025Q1: 31,552 shares; 2025Q2: 21,733 shares; 2025Q3: 18,891 shares; 2025Q4: 18,713 shares 18,713 $8.42M 0.28% -178 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: 525 shares; 2024Q4: 1,074 shares; 2025Q1: 13,932 shares; 2025Q2: 21,348 shares; 2025Q3: 74,435 shares; 2025Q4: 71,345 shares 71,345 $8.07M 0.27% -3,090 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: 21,863 shares; 2024Q4: 23,429 shares; 2025Q1: 23,371 shares; 2025Q2: 21,114 shares; 2025Q3: 20,902 shares; 2025Q4: 23,943 shares 23,943 $8.03M 0.27% +3,041 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: 87,883 shares; 2024Q4: 85,993 shares; 2025Q1: 83,769 shares; 2025Q2: 72,979 shares; 2025Q3: 71,976 shares; 2025Q4: 72,906 shares 72,906 $8.01M 0.27% +930 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: 5,995 shares; 2024Q4: 5,927 shares; 2025Q1: 5,906 shares; 2025Q2: 70,854 shares; 2025Q3: 86,028 shares; 2025Q4: 87,334 shares 87,334 $7.97M 0.27% +1,306 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: 64,149 shares; 2024Q4: 63,152 shares; 2025Q1: 63,979 shares; 2025Q2: 58,015 shares; 2025Q3: 34,181 shares; 2025Q4: 94,846 shares 94,846 $7.86M 0.26% +60,665 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 35,693 shares; 2025Q1: 29,317 shares; 2025Q2: 20,953 shares; 2025Q3: 20,805 shares; 2025Q4: 20,859 shares 20,859 $7.79M 0.26% +54 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,692 shares; 2025Q4: 117,413 shares 117,413 $7.74M 0.26% -3,279 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: 18,084 shares; 2024Q4: 18,982 shares; 2025Q1: 18,620 shares; 2025Q2: 18,857 shares; 2025Q3: 18,159 shares; 2025Q4: 15,801 shares 15,801 $7.71M 0.26% -2,358 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: 33,106 shares; 2024Q4: 38,241 shares; 2025Q1: 37,964 shares; 2025Q2: 29,041 shares; 2025Q3: 28,843 shares; 2025Q4: 22,116 shares 22,116 $7.61M 0.25% -6,727 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,215 shares; 2025Q1: 181,559 shares; 2025Q2: 137,676 shares; 2025Q3: 167,282 shares; 2025Q4: 180,907 shares 180,907 $7.54M 0.25% +13,625 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,632 shares; 2025Q4: 20,326 shares 20,326 $7.49M 0.25% +14,694 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,318 shares; 2024Q4: 21,722 shares; 2025Q1: 23,909 shares; 2025Q2: 21,902 shares; 2025Q3: 8,036 shares; 2025Q4: 13,153 shares 13,153 $7.45M 0.25% +5,117 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,727 shares; 2024Q4: 19,601 shares; 2025Q1: 27,248 shares; 2025Q2: 39,064 shares; 2025Q3: 32,628 shares; 2025Q4: 33,474 shares 33,474 $7.38M 0.25% +846 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: 3,320 shares; 2024Q4: 3,561 shares; 2025Q1: 7,815 shares; 2025Q2: 6,112 shares; 2025Q3: 6,016 shares; 2025Q4: 19,461 shares 19,461 $7.2M 0.24% +13,445 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 221 shares; 2025Q1: 149 shares; 2025Q2: 344 shares; 2025Q3: 23,720 shares; 2025Q4: 27,515 shares 27,515 $7.19M 0.24% +3,795 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: 35,028 shares; 2024Q4: 37,777 shares; 2025Q1: 39,151 shares; 2025Q2: 14,872 shares; 2025Q3: 16,752 shares; 2025Q4: 19,576 shares 19,576 $7.05M 0.24% +2,824 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: 208,791 shares; 2024Q4: 199,343 shares; 2025Q1: 135,386 shares; 2025Q2: 119,448 shares; 2025Q3: 113,604 shares; 2025Q4: 119,806 shares 119,806 $6.81M 0.23% +6,202 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 321 shares; 2025Q2: 569 shares; 2025Q3: 575 shares; 2025Q4: 45,950 shares 45,950 $6.59M 0.22% +45,375 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,425 shares; 2024Q4: 98,432 shares; 2025Q1: 77,982 shares; 2025Q2: 41,386 shares; 2025Q3: 55,783 shares; 2025Q4: 48,757 shares 48,757 $6.59M 0.22% -7,026 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,295 shares; 2024Q4: 89,650 shares; 2025Q1: 137,589 shares; 2025Q2: 58,346 shares; 2025Q3: 67,229 shares; 2025Q4: 65,102 shares 65,102 $6.5M 0.22% -2,127 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: 3,186 shares; 2024Q4: 3,290 shares; 2025Q1: 3,073 shares; 2025Q2: 2,611 shares; 2025Q3: 4,716 shares; 2025Q4: 51,561 shares 51,561 $6.49M 0.22% +46,845 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: 73,956 shares; 2024Q4: 75,404 shares; 2025Q1: 101,696 shares; 2025Q2: 86,937 shares; 2025Q3: 87,732 shares; 2025Q4: 150,818 shares 150,818 $6.44M 0.22% +63,086 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,143 shares; 2024Q4: 87,530 shares; 2025Q1: 89,541 shares; 2025Q2: 87,624 shares; 2025Q3: 91,744 shares; 2025Q4: 92,561 shares 92,561 $6.43M 0.22% +817 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: not reported; 2024Q4: 57,653 shares; 2025Q1: 69,690 shares; 2025Q2: 65,424 shares; 2025Q3: 52,037 shares; 2025Q4: 110,097 shares 110,097 $6.4M 0.21% +58,060 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: not reported; 2024Q4: 86,223 shares; 2025Q1: 70,077 shares; 2025Q2: 69,279 shares; 2025Q3: 71,588 shares; 2025Q4: 69,102 shares 69,102 $6.32M 0.21% -2,486 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: 933 shares; 2025Q2: 851 shares; 2025Q3: 28,577 shares; 2025Q4: 27,210 shares 27,210 $6.19M 0.21% -1,367 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: 113,366 shares; 2024Q4: 119,674 shares; 2025Q1: 151,225 shares; 2025Q2: 157,616 shares; 2025Q3: 104,965 shares; 2025Q4: 107,708 shares 107,708 $6.17M 0.21% +2,743 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 477 shares; 2025Q1: 54,103 shares; 2025Q2: 43,355 shares; 2025Q3: 446 shares; 2025Q4: 73,018 shares 73,018 $6.06M 0.2% +72,572 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: 105,319 shares; 2024Q4: 83,895 shares; 2025Q1: 68,482 shares; 2025Q2: 49,402 shares; 2025Q3: 47,254 shares; 2025Q4: 49,845 shares 49,845 $5.99M 0.2% +2,591 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: 139,707 shares; 2024Q4: 136,144 shares; 2025Q1: 158,537 shares; 2025Q2: 127,598 shares; 2025Q3: 89,743 shares; 2025Q4: 76,660 shares 76,660 $5.95M 0.2% -13,083 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: 52,265 shares; 2024Q4: 52,696 shares; 2025Q1: 50,831 shares; 2025Q2: 59,143 shares; 2025Q3: 71,173 shares; 2025Q4: 77,929 shares 77,929 $5.88M 0.2% +6,756 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: not reported; 2024Q4: 31,333 shares; 2025Q1: 31,214 shares; 2025Q2: 16,594 shares; 2025Q3: 17,401 shares; 2025Q4: 17,796 shares 17,796 $5.87M 0.2% +395 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: 6,818 shares; 2024Q4: 6,520 shares; 2025Q1: 5,678 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 71,031 shares 71,031 $5.86M 0.2% +69,991 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: 5,354 shares; 2024Q4: 4,414 shares; 2025Q1: 7,741 shares; 2025Q2: 6,278 shares; 2025Q3: 8,568 shares; 2025Q4: 8,596 shares 8,596 $5.79M 0.19% +28 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,347 shares; 2025Q1: 152,140 shares; 2025Q2: 220,738 shares; 2025Q3: 181,835 shares; 2025Q4: 193,809 shares 193,809 $5.75M 0.19% +11,974 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: not reported; 2024Q4: 14,292 shares; 2025Q1: 13,017 shares; 2025Q2: 16,324 shares; 2025Q3: 25,148 shares; 2025Q4: 26,569 shares 26,569 $5.69M 0.19% +1,421 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 8,002 shares; 2025Q1: 2,654 shares; 2025Q2: 3,750 shares; 2025Q3: 7,878 shares; 2025Q4: 34,324 shares 34,324 $5.56M 0.19% +26,446 Timeline TAN 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: 2,735 shares; 2024Q4: 1,619 shares; 2025Q1: 1,710 shares; 2025Q2: 1,434 shares; 2025Q3: 1,393 shares; 2025Q4: 111,628 shares 111,628 $5.48M 0.18% +110,235 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: 82,236 shares; 2024Q4: 88,357 shares; 2025Q1: 93,277 shares; 2025Q2: 99,886 shares; 2025Q3: 99,419 shares; 2025Q4: 109,031 shares 109,031 $5.39M 0.18% +9,612 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: 60,607 shares; 2024Q4: 60,032 shares; 2025Q1: 56,120 shares; 2025Q2: 53,657 shares; 2025Q3: 52,712 shares; 2025Q4: 52,472 shares 52,472 $5.38M 0.18% -240 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,586 shares; 2025Q1: 3,032 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 38,983 shares 38,983 $5.37M 0.18% +37,518 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: 163,919 shares; 2024Q4: 187,482 shares; 2025Q1: 201,314 shares; 2025Q2: 151,634 shares; 2025Q3: 153,553 shares; 2025Q4: 65,714 shares 65,714 $5.37M 0.18% -87,839 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 9,468 shares 9,468 $5.32M 0.18% +9,467 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: 47,288 shares; 2024Q4: 50,021 shares; 2025Q1: 65,180 shares; 2025Q2: 63,019 shares; 2025Q3: 64,467 shares; 2025Q4: 66,568 shares 66,568 $5.18M 0.17% +2,101 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: 97,408 shares; 2024Q4: 281,106 shares; 2025Q1: 289,923 shares; 2025Q2: 190,652 shares; 2025Q3: 185,794 shares; 2025Q4: 188,076 shares 188,076 $5.16M 0.17% +2,282 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: 29,480 shares; 2024Q4: 29,519 shares; 2025Q1: 29,185 shares; 2025Q2: 29,338 shares; 2025Q3: 28,971 shares; 2025Q4: 29,079 shares 29,079 $5.16M 0.17% +108 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 481 shares; 2025Q1: 474 shares; 2025Q2: 160 shares; 2025Q3: 4,186 shares; 2025Q4: 27,333 shares 27,333 $5.07M 0.17% +23,147 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: 62,182 shares; 2024Q4: 63,331 shares; 2025Q1: 60,962 shares; 2025Q2: 62,330 shares; 2025Q3: 68,949 shares; 2025Q4: 83,125 shares 83,125 $5.05M 0.17% +14,176 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,903 shares; 2024Q4: 32,391 shares; 2025Q1: 35,066 shares; 2025Q2: 26,015 shares; 2025Q3: 13,787 shares; 2025Q4: 55,293 shares 55,293 $5.05M 0.17% +41,506 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 915 shares; 2025Q1: 1,005 shares; 2025Q2: 612 shares; 2025Q3: 711 shares; 2025Q4: 5,390 shares 5,390 $5.03M 0.17% +4,679 Timeline DFIV 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: 99,386 shares; 2024Q4: 102,261 shares; 2025Q1: 96,777 shares; 2025Q2: 96,828 shares; 2025Q3: 94,607 shares; 2025Q4: 100,541 shares 100,541 $5.02M 0.17% +5,934 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 190 shares; 2025Q1: 129 shares; 2025Q2: 133 shares; 2025Q3: 131 shares; 2025Q4: 25,342 shares 25,342 $4.91M 0.16% +25,211 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: 6,772 shares; 2024Q4: 6,189 shares; 2025Q1: 7,159 shares; 2025Q2: 7,035 shares; 2025Q3: 16,419 shares; 2025Q4: 13,864 shares 13,864 $4.9M 0.16% -2,555 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: 27,307 shares; 2024Q4: 27,590 shares; 2025Q1: 31,019 shares; 2025Q2: 19,987 shares; 2025Q3: 20,153 shares; 2025Q4: 19,884 shares 19,884 $4.89M 0.16% -269 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: 11,372 shares; 2024Q4: 10,938 shares; 2025Q1: 5,955 shares; 2025Q2: 5,006 shares; 2025Q3: 15,092 shares; 2025Q4: 17,103 shares 17,103 $4.88M 0.16% +2,011 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 867 shares; 2025Q1: 962 shares; 2025Q2: 1,120 shares; 2025Q3: 20,815 shares; 2025Q4: 24,671 shares 24,671 $4.86M 0.16% +3,856 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,368 shares 67,368 $4.84M 0.16% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,990 shares; 2024Q4: 21,681 shares; 2025Q1: 22,235 shares; 2025Q2: 21,390 shares; 2025Q3: 21,537 shares; 2025Q4: 22,677 shares 22,677 $4.77M 0.16% +1,140 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: 67,476 shares; 2024Q4: 66,610 shares; 2025Q1: 70,739 shares; 2025Q2: 45,156 shares; 2025Q3: 108,836 shares; 2025Q4: 104,797 shares 104,797 $4.66M 0.16% -4,039 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: 28,223 shares; 2024Q4: 30,837 shares; 2025Q1: 23,848 shares; 2025Q2: 19,213 shares; 2025Q3: 20,563 shares; 2025Q4: 21,133 shares 21,133 $4.64M 0.16% +570 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: 1,927 shares; 2024Q4: 2,028 shares; 2025Q1: 3,600 shares; 2025Q2: 6,356 shares; 2025Q3: 6,756 shares; 2025Q4: 11,184 shares 11,184 $4.62M 0.15% +4,428 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES 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: 28,078 shares; 2025Q4: 26,577 shares 26,577 $4.59M 0.15% -1,501 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: 127,885 shares; 2024Q4: 127,431 shares; 2025Q1: 121,484 shares; 2025Q2: 82,241 shares; 2025Q3: 38,873 shares; 2025Q4: 37,454 shares 37,454 $4.51M 0.15% -1,419 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: 255 shares; 2024Q4: 225 shares; 2025Q1: 240 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 11,325 shares 11,325 $4.41M 0.15% +11,157 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: 25,359 shares; 2024Q4: 33,797 shares; 2025Q1: 35,294 shares; 2025Q2: 35,068 shares; 2025Q3: 38,286 shares; 2025Q4: 44,678 shares 44,678 $4.39M 0.15% +6,392 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: 5,205 shares; 2025Q1: 6,716 shares; 2025Q2: 21,219 shares; 2025Q3: 25,292 shares; 2025Q4: 25,600 shares 25,600 $4.38M 0.15% +308 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: 1,883 shares; 2024Q4: 1,837 shares; 2025Q1: 1,838 shares; 2025Q2: 890 shares; 2025Q3: 1,156 shares; 2025Q4: 43,285 shares 43,285 $4.34M 0.15% +42,129 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: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 1,139 shares; 2025Q4: 87,410 shares 87,410 $4.33M 0.15% +86,271 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: 44,872 shares; 2024Q4: 81,587 shares; 2025Q1: 86,592 shares; 2025Q2: 81,487 shares; 2025Q3: 88,362 shares; 2025Q4: 99,082 shares 99,082 $4.32M 0.14% +10,720 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 413 shares; 2025Q1: 315 shares; 2025Q2: 284 shares; 2025Q3: 254 shares; 2025Q4: 10,023 shares 10,023 $4.18M 0.14% +9,769 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: not reported; 2024Q4: 2,973 shares; 2025Q1: 3,680 shares; 2025Q2: 4,519 shares; 2025Q3: 14,678 shares; 2025Q4: 6,329 shares 6,329 $4.14M 0.14% -8,349 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: 31,001 shares; 2024Q4: 30,914 shares; 2025Q1: 32,134 shares; 2025Q2: 28,426 shares; 2025Q3: 28,778 shares; 2025Q4: 26,735 shares 26,735 $4.12M 0.14% -2,043 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,958 shares; 2025Q1: 53,017 shares; 2025Q2: 51,535 shares; 2025Q3: 113,439 shares; 2025Q4: 54,046 shares 54,046 $4.12M 0.14% -59,393 Timeline PWB 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: 35,847 shares; 2024Q4: 35,239 shares; 2025Q1: 34,374 shares; 2025Q2: 24,201 shares; 2025Q3: 25,257 shares; 2025Q4: 32,368 shares 32,368 $4.11M 0.14% +7,111 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,990 shares; 2025Q1: 128,662 shares; 2025Q2: 129,223 shares; 2025Q3: 129,831 shares; 2025Q4: 151,781 shares 151,781 $4.01M 0.13% +21,950 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 9,913 shares; 2025Q1: 10,658 shares; 2025Q2: 7,182 shares; 2025Q3: 8,629 shares; 2025Q4: 8,557 shares 8,557 $4M 0.13% -72 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: not reported; 2024Q4: 156,848 shares; 2025Q1: 140,320 shares; 2025Q2: 73,155 shares; 2025Q3: 66,234 shares; 2025Q4: 64,874 shares 64,874 $3.89M 0.13% -1,360 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: 18,343 shares; 2024Q4: 19,474 shares; 2025Q1: 20,366 shares; 2025Q2: 12,257 shares; 2025Q3: 13,454 shares; 2025Q4: 12,702 shares 12,702 $3.86M 0.13% -752 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: 66,579 shares; 2024Q4: 67,845 shares; 2025Q1: 63,634 shares; 2025Q2: 47,332 shares; 2025Q3: 46,602 shares; 2025Q4: 75,257 shares 75,257 $3.78M 0.13% +28,655 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,864 shares; 2024Q4: 90,416 shares; 2025Q1: 95,480 shares; 2025Q2: 93,816 shares; 2025Q3: 94,242 shares; 2025Q4: 97,320 shares 97,320 $3.7M 0.12% +3,078 Timeline DFIS 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: 101,248 shares; 2024Q4: 102,316 shares; 2025Q1: 110,812 shares; 2025Q2: 109,640 shares; 2025Q3: 109,640 shares; 2025Q4: 111,860 shares 111,860 $3.68M 0.12% +2,220 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,272 shares; 2024Q4: 39,743 shares; 2025Q1: 40,870 shares; 2025Q2: 40,717 shares; 2025Q3: 41,395 shares; 2025Q4: 43,489 shares 43,489 $3.68M 0.12% +2,094 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: 15,054 shares; 2024Q4: 15,069 shares; 2025Q1: 15,283 shares; 2025Q2: 15,019 shares; 2025Q3: 15,163 shares; 2025Q4: 17,575 shares 17,575 $3.68M 0.12% +2,412 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: 26,002 shares; 2024Q4: 42,989 shares; 2025Q1: 45,961 shares; 2025Q2: 38,362 shares; 2025Q3: 41,411 shares; 2025Q4: 47,507 shares 47,507 $3.66M 0.12% +6,096 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: 13,269 shares; 2024Q4: 12,493 shares; 2025Q1: 12,756 shares; 2025Q2: 12,066 shares; 2025Q3: 12,202 shares; 2025Q4: 12,267 shares 12,267 $3.63M 0.12% +65 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: 25,538 shares; 2024Q4: 27,031 shares; 2025Q1: 25,770 shares; 2025Q2: 10,897 shares; 2025Q3: 11,083 shares; 2025Q4: 18,501 shares 18,501 $3.54M 0.12% +7,418 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: 39,042 shares; 2024Q4: 38,419 shares; 2025Q1: 38,062 shares; 2025Q2: 37,985 shares; 2025Q3: 36,588 shares; 2025Q4: 36,779 shares 36,779 $3.54M 0.12% +191 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: 43,506 shares; 2024Q4: 67,453 shares; 2025Q1: 68,004 shares; 2025Q2: 69,139 shares; 2025Q3: 68,594 shares; 2025Q4: 78,900 shares 78,900 $3.51M 0.12% +10,306 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: 49,776 shares; 2024Q4: 49,248 shares; 2025Q1: 49,631 shares; 2025Q2: 48,842 shares; 2025Q3: 63,050 shares; 2025Q4: 63,743 shares 63,743 $3.49M 0.12% +693 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: 10,807 shares; 2024Q4: 12,183 shares; 2025Q1: 12,165 shares; 2025Q2: 9,125 shares; 2025Q3: 10,441 shares; 2025Q4: 8,937 shares 8,937 $3.48M 0.12% -1,504 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: 21,591 shares; 2024Q4: 16,032 shares; 2025Q1: 14,665 shares; 2025Q2: 9,968 shares; 2025Q3: 9,198 shares; 2025Q4: 11,546 shares 11,546 $3.48M 0.12% +2,348 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: 10,846 shares; 2024Q4: 11,450 shares; 2025Q1: 11,346 shares; 2025Q2: 5,230 shares; 2025Q3: 5,158 shares; 2025Q4: 7,034 shares 7,034 $3.4M 0.11% +1,876 Timeline UOCT 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: 9,355 shares; 2024Q4: 25,744 shares; 2025Q1: 21,760 shares; 2025Q2: 21,761 shares; 2025Q3: 21,671 shares; 2025Q4: 86,868 shares 86,868 $3.39M 0.11% +65,197 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: 103,821 shares; 2024Q4: 109,477 shares; 2025Q1: 81,844 shares; 2025Q2: 66,044 shares; 2025Q3: 39,273 shares; 2025Q4: 74,504 shares 74,504 $3.33M 0.11% +35,231 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: not reported; 2024Q4: 28,914 shares; 2025Q1: 9,805 shares; 2025Q2: 19,410 shares; 2025Q3: 20,882 shares; 2025Q4: 21,523 shares 21,523 $3.31M 0.11% +641 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: 47,283 shares; 2024Q4: 24,754 shares; 2025Q1: 39,494 shares; 2025Q2: 33,945 shares; 2025Q3: 18,660 shares; 2025Q4: 12,805 shares 12,805 $3.29M 0.11% -5,855 Timeline PBOC PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 112,067 shares 112,067 $3.27M 0.11% new Timeline OCTW 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: 5,532 shares; 2024Q4: 22,311 shares; 2025Q1: 18,353 shares; 2025Q2: 18,353 shares; 2025Q3: 18,353 shares; 2025Q4: 83,816 shares 83,816 $3.27M 0.11% +65,463 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: 76,951 shares; 2024Q4: 82,199 shares; 2025Q1: 83,012 shares; 2025Q2: 82,343 shares; 2025Q3: 84,746 shares; 2025Q4: 84,455 shares 84,455 $3.24M 0.11% -291 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,797 shares; 2024Q4: 164,117 shares; 2025Q1: 196,487 shares; 2025Q2: 235,421 shares; 2025Q3: 242,192 shares; 2025Q4: 153,284 shares 153,284 $3.22M 0.11% -88,908 Timeline USEP 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: 32,272 shares; 2024Q4: 32,268 shares; 2025Q1: 27,144 shares; 2025Q2: 22,804 shares; 2025Q3: 85,345 shares; 2025Q4: 80,628 shares 80,628 $3.17M 0.11% -4,717 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,765 shares; 2025Q1: 103,134 shares; 2025Q2: 77,846 shares; 2025Q3: 81,940 shares; 2025Q4: 88,912 shares 88,912 $3.16M 0.11% +6,972 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,032 shares; 2024Q4: 79,375 shares; 2025Q1: 78,268 shares; 2025Q2: 74,830 shares; 2025Q3: 74,375 shares; 2025Q4: 71,104 shares 71,104 $3.15M 0.11% -3,271 Timeline PBSE PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 110,827 shares; 2025Q4: 105,058 shares 105,058 $3.09M 0.1% -5,769 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,515 shares; 2025Q1: 30,463 shares; 2025Q2: 25,207 shares; 2025Q3: 102,268 shares; 2025Q4: 96,923 shares 96,923 $3.09M 0.1% -5,345 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: 38,862 shares; 2024Q4: 42,137 shares; 2025Q1: 41,819 shares; 2025Q2: 40,565 shares; 2025Q3: 42,043 shares; 2025Q4: 41,960 shares 41,960 $3.09M 0.1% -83 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 59,144 shares; 2025Q3: 61,444 shares; 2025Q4: 67,399 shares 67,399 $3.07M 0.1% +5,955 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 3,906 shares; 2025Q1: 316 shares; 2025Q2: 330 shares; 2025Q3: 312 shares; 2025Q4: 4,928 shares 4,928 $3.01M 0.1% +4,616 Timeline UDEC 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: 41,155 shares; 2024Q4: 80,584 shares; 2025Q1: 75,309 shares; 2025Q2: 53,138 shares; 2025Q3: 40,391 shares; 2025Q4: 74,707 shares 74,707 $2.96M 0.1% +34,316 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,958 shares; 2025Q1: 108,027 shares; 2025Q2: 113,200 shares; 2025Q3: 121,775 shares; 2025Q4: 115,237 shares 115,237 $2.9M 0.1% -6,538 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: 17,404 shares; 2024Q4: 17,291 shares; 2025Q1: 15,276 shares; 2025Q2: 13,986 shares; 2025Q3: 13,542 shares; 2025Q4: 13,672 shares 13,672 $2.9M 0.1% +130 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 5,333 shares; 2025Q1: 5,106 shares; 2025Q2: 9,601 shares; 2025Q3: 4,249 shares; 2025Q4: 4,365 shares 4,365 $2.89M 0.1% +116 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: 16,008 shares; 2024Q4: 18,160 shares; 2025Q1: 16,637 shares; 2025Q2: 10,918 shares; 2025Q3: 12,727 shares; 2025Q4: 11,971 shares 11,971 $2.89M 0.1% -756 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: 16,766 shares; 2024Q4: 20,063 shares; 2025Q1: 19,738 shares; 2025Q2: 14,332 shares; 2025Q3: 8,886 shares; 2025Q4: 24,038 shares 24,038 $2.87M 0.1% +15,152 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: 9,397 shares; 2024Q4: 51,813 shares; 2025Q1: 56,489 shares; 2025Q2: 63,284 shares; 2025Q3: 77,673 shares; 2025Q4: 87,745 shares 87,745 $2.86M 0.1% +10,072 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 97,094 shares 97,094 $2.86M 0.1% new Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,656 shares; 2025Q1: 83,554 shares; 2025Q2: 58,581 shares; 2025Q3: 43,844 shares; 2025Q4: 84,030 shares 84,030 $2.85M 0.1% +40,186 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: not reported; 2024Q4: 67,157 shares; 2025Q1: 70,686 shares; 2025Q2: 44,976 shares; 2025Q3: 20,620 shares; 2025Q4: 19,880 shares 19,880 $2.85M 0.1% -740 Timeline PJUL 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: 62,024 shares; 2024Q4: 59,019 shares; 2025Q1: 59,019 shares; 2025Q2: 59,019 shares; 2025Q3: 61,869 shares; 2025Q4: 61,116 shares 61,116 $2.84M 0.1% -753 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,849 shares; 2024Q4: 107,369 shares; 2025Q1: 106,798 shares; 2025Q2: 88,939 shares; 2025Q3: 89,645 shares; 2025Q4: 61,927 shares 61,927 $2.84M 0.09% -27,718 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: 10,576 shares; 2024Q4: 10,624 shares; 2025Q1: 11,342 shares; 2025Q2: 8,801 shares; 2025Q3: 8,988 shares; 2025Q4: 8,837 shares 8,837 $2.81M 0.09% -151 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 9,688 shares; 2025Q1: 8,185 shares; 2025Q2: 7,600 shares; 2025Q3: 7,870 shares; 2025Q4: 10,125 shares 10,125 $2.8M 0.09% +2,255 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,135 shares; 2024Q4: 101,812 shares; 2025Q1: 65,741 shares; 2025Q2: 51,331 shares; 2025Q3: 71,389 shares; 2025Q4: 69,382 shares 69,382 $2.8M 0.09% -2,007 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: 155,944 shares; 2024Q4: 159,768 shares; 2025Q1: 149,845 shares; 2025Q2: 98,866 shares; 2025Q3: 36,192 shares; 2025Q4: 34,803 shares 34,803 $2.79M 0.09% -1,389 Timeline QQEW 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: 27,050 shares; 2025Q1: 27,050 shares; 2025Q2: 19,096 shares; 2025Q3: 19,340 shares; 2025Q4: 19,340 shares 19,340 $2.75M 0.09% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,851 shares; 2024Q4: 35,863 shares; 2025Q1: 40,276 shares; 2025Q2: 42,458 shares; 2025Q3: 31,907 shares; 2025Q4: 24,898 shares 24,898 $2.74M 0.09% -7,009 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: 18,519 shares; 2024Q4: 7,226 shares; 2025Q1: 16,514 shares; 2025Q2: 12,721 shares; 2025Q3: 23,622 shares; 2025Q4: 7,801 shares 7,801 $2.73M 0.09% -15,821 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: 6,236 shares; 2024Q4: 8,229 shares; 2025Q1: 12,927 shares; 2025Q2: 8,248 shares; 2025Q3: 9,497 shares; 2025Q4: 8,815 shares 8,815 $2.72M 0.09% -682 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: 2,289 shares; 2024Q4: 8,247 shares; 2025Q1: 2,203 shares; 2025Q2: 1,615 shares; 2025Q3: 1,459 shares; 2025Q4: 8,615 shares 8,615 $2.69M 0.09% +7,156 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: 24,756 shares; 2024Q4: 22,958 shares; 2025Q1: 25,346 shares; 2025Q2: 15,762 shares; 2025Q3: 14,572 shares; 2025Q4: 12,826 shares 12,826 $2.65M 0.09% -1,746 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: 30,244 shares; 2024Q4: 41,692 shares; 2025Q1: 31,103 shares; 2025Q2: 18,430 shares; 2025Q3: 27,463 shares; 2025Q4: 17,396 shares 17,396 $2.65M 0.09% -10,067 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,299 shares; 2024Q4: 123,103 shares; 2025Q1: 112,923 shares; 2025Q2: 106,496 shares; 2025Q3: 104,055 shares; 2025Q4: 104,560 shares 104,560 $2.62M 0.09% +505 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: 18,102 shares; 2024Q4: 23,835 shares; 2025Q1: 4,339 shares; 2025Q2: 10,618 shares; 2025Q3: 12,250 shares; 2025Q4: 12,730 shares 12,730 $2.62M 0.09% +480 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 11,756 shares; 2025Q1: 12,150 shares; 2025Q2: 7,802 shares; 2025Q3: 9,151 shares; 2025Q4: 11,445 shares 11,445 $2.61M 0.09% +2,294 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: 26,747 shares; 2024Q4: 25,273 shares; 2025Q1: 25,299 shares; 2025Q2: 11,791 shares; 2025Q3: 11,149 shares; 2025Q4: 11,345 shares 11,345 $2.59M 0.09% +196 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: 26,313 shares; 2024Q4: 26,355 shares; 2025Q1: 25,729 shares; 2025Q2: 27,217 shares; 2025Q3: 26,742 shares; 2025Q4: 26,161 shares 26,161 $2.53M 0.08% -581 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: 4,634 shares; 2025Q2: 105,586 shares; 2025Q3: 119,959 shares; 2025Q4: 119,289 shares 119,289 $2.53M 0.08% -670 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,213 shares; 2024Q4: 25,647 shares; 2025Q1: 25,727 shares; 2025Q2: 31,046 shares; 2025Q3: 65,498 shares; 2025Q4: 66,399 shares 66,399 $2.53M 0.08% +901 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: 851 shares; 2024Q4: 15,259 shares; 2025Q1: 16,720 shares; 2025Q2: 17,405 shares; 2025Q3: 18,484 shares; 2025Q4: 19,546 shares 19,546 $2.52M 0.08% +1,062 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: 32,413 shares; 2024Q4: 32,569 shares; 2025Q1: 31,989 shares; 2025Q2: 27,933 shares; 2025Q3: 12,606 shares; 2025Q4: 21,800 shares 21,800 $2.48M 0.08% +9,194 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: 68,855 shares; 2024Q4: 70,448 shares; 2025Q1: 73,819 shares; 2025Q2: 51,409 shares; 2025Q3: 47,886 shares; 2025Q4: 44,499 shares 44,499 $2.45M 0.08% -3,387 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: 18,998 shares; 2024Q4: 20,855 shares; 2025Q1: 19,937 shares; 2025Q2: 18,383 shares; 2025Q3: 15,298 shares; 2025Q4: 11,376 shares 11,376 $2.44M 0.08% -3,922 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 76,067 shares; 2025Q1: 81,123 shares; 2025Q2: 1,984 shares; 2025Q3: 1,992 shares; 2025Q4: 53,492 shares 53,492 $2.44M 0.08% +51,500 Timeline UNOV 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: 16,462 shares; 2024Q4: 33,467 shares; 2025Q1: 29,728 shares; 2025Q2: 19,629 shares; 2025Q3: 17,461 shares; 2025Q4: 63,725 shares 63,725 $2.43M 0.08% +46,264 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: 34,127 shares; 2024Q4: 49,564 shares; 2025Q1: 49,071 shares; 2025Q2: 49,345 shares; 2025Q3: 55,667 shares; 2025Q4: 81,800 shares 81,800 $2.42M 0.08% +26,133 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: 13,710 shares; 2024Q4: 45,214 shares; 2025Q1: 16,601 shares; 2025Q2: 10,176 shares; 2025Q3: 4,916 shares; 2025Q4: 14,123 shares 14,123 $2.42M 0.08% +9,207 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: 3,506 shares; 2024Q4: 2,849 shares; 2025Q1: 6,087 shares; 2025Q2: 9,775 shares; 2025Q3: 16,124 shares; 2025Q4: 20,167 shares 20,167 $2.41M 0.08% +4,043 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: 8,125 shares; 2024Q4: 4,783 shares; 2025Q1: 4,464 shares; 2025Q2: 4,877 shares; 2025Q3: 5,630 shares; 2025Q4: 7,137 shares 7,137 $2.4M 0.08% +1,507 Timeline UAUG 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: 17,459 shares; 2024Q4: 17,430 shares; 2025Q1: 13,175 shares; 2025Q2: 8,831 shares; 2025Q3: 58,542 shares; 2025Q4: 60,144 shares 60,144 $2.4M 0.08% +1,602 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 7,134 shares; 2025Q1: 7,603 shares; 2025Q2: 17,477 shares; 2025Q3: 16,772 shares; 2025Q4: 14,823 shares 14,823 $2.39M 0.08% -1,949 Timeline PBAU PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 77,492 shares; 2025Q4: 79,574 shares 79,574 $2.38M 0.08% +2,082 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,476 shares; 2025Q1: 13,460 shares; 2025Q2: 8,064 shares; 2025Q3: 71,267 shares; 2025Q4: 73,220 shares 73,220 $2.38M 0.08% +1,953 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: 5,465 shares; 2024Q4: 26,080 shares; 2025Q1: 2,456 shares; 2025Q2: 6,776 shares; 2025Q3: 8,895 shares; 2025Q4: 8,122 shares 8,122 $2.36M 0.08% -773 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: 1,856 shares; 2024Q4: 1,692 shares; 2025Q1: 1,819 shares; 2025Q2: 1,811 shares; 2025Q3: 1,997 shares; 2025Q4: 2,176 shares 2,176 $2.33M 0.08% +179 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: 4,478 shares; 2024Q4: 4,589 shares; 2025Q1: 4,745 shares; 2025Q2: 5,846 shares; 2025Q3: 6,364 shares; 2025Q4: 6,787 shares 6,787 $2.33M 0.08% +423 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,297 shares; 2024Q4: 4,096 shares; 2025Q1: 4,809 shares; 2025Q2: 14,550 shares; 2025Q3: 3,917 shares; 2025Q4: 16,603 shares 16,603 $2.29M 0.08% +12,686 Timeline PMAR 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: 25,724 shares; 2024Q4: 23,561 shares; 2025Q1: 54,475 shares; 2025Q2: 51,966 shares; 2025Q3: 51,162 shares; 2025Q4: 50,382 shares 50,382 $2.26M 0.08% -780 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: 73,782 shares; 2024Q4: 79,376 shares; 2025Q1: 83,361 shares; 2025Q2: 70,194 shares; 2025Q3: 78,707 shares; 2025Q4: 86,158 shares 86,158 $2.26M 0.08% +7,451 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: 11,288 shares; 2024Q4: 13,302 shares; 2025Q1: 14,456 shares; 2025Q2: 10,897 shares; 2025Q3: 20,738 shares; 2025Q4: 25,692 shares 25,692 $2.25M 0.08% +4,954 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,296 shares; 2025Q1: 33,370 shares; 2025Q2: 22,058 shares; 2025Q3: 19,635 shares; 2025Q4: 66,141 shares 66,141 $2.24M 0.07% +46,506 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: 27,905 shares; 2024Q4: 27,009 shares; 2025Q1: 26,920 shares; 2025Q2: 25,775 shares; 2025Q3: 27,055 shares; 2025Q4: 28,001 shares 28,001 $2.23M 0.07% +946 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: 19,034 shares; 2024Q4: 19,215 shares; 2025Q1: 18,540 shares; 2025Q2: 8,883 shares; 2025Q3: 32,381 shares; 2025Q4: 11,427 shares 11,427 $2.23M 0.07% -20,954 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: 24,474 shares; 2024Q4: 28,082 shares; 2025Q1: 28,842 shares; 2025Q2: 32,525 shares; 2025Q3: 34,571 shares; 2025Q4: 35,225 shares 35,225 $2.23M 0.07% +654 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 369 shares; 2025Q1: 321 shares; 2025Q2: 307 shares; 2025Q3: 373 shares; 2025Q4: 414 shares 414 $2.22M 0.07% +41 Timeline PBNV PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 75,317 shares 75,317 $2.21M 0.07% new 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: 58,714 shares; 2024Q4: 43,504 shares; 2025Q1: 40,600 shares; 2025Q2: 25,043 shares; 2025Q3: 22,027 shares; 2025Q4: 20,775 shares 20,775 $2.19M 0.07% -1,252 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 14,926 shares; 2025Q1: 14,812 shares; 2025Q2: 8,153 shares; 2025Q3: 10,905 shares; 2025Q4: 10,481 shares 10,481 $2.18M 0.07% -424 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: 10,973 shares; 2024Q4: 10,980 shares; 2025Q1: 8,027 shares; 2025Q2: 17,851 shares; 2025Q3: 18,781 shares; 2025Q4: 18,236 shares 18,236 $2.13M 0.07% -545 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,350 shares; 2024Q4: 22,459 shares; 2025Q1: 22,480 shares; 2025Q2: 15,320 shares; 2025Q3: 13,688 shares; 2025Q4: 15,078 shares 15,078 $2.13M 0.07% +1,390 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,467 shares; 2025Q3: 79,948 shares; 2025Q4: 80,434 shares 80,434 $2.12M 0.07% +486 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: 7,451 shares; 2024Q4: 13,936 shares; 2025Q1: 7,583 shares; 2025Q2: 4,577 shares; 2025Q3: 4,844 shares; 2025Q4: 4,354 shares 4,354 $2.09M 0.07% -490 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 12,397 shares; 2025Q1: 72,340 shares; 2025Q2: 7,746 shares; 2025Q3: 7,412 shares; 2025Q4: 26,295 shares 26,295 $2.09M 0.07% +18,883 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,220 shares; 2024Q4: 29,103 shares; 2025Q1: 30,627 shares; 2025Q2: 47,706 shares; 2025Q3: 50,452 shares; 2025Q4: 49,780 shares 49,780 $2.08M 0.07% -672 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: 17,249 shares; 2024Q4: 17,446 shares; 2025Q1: 17,516 shares; 2025Q2: 12,888 shares; 2025Q3: 43,288 shares; 2025Q4: 12,935 shares 12,935 $2.07M 0.07% -30,353 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,792 shares; 2024Q4: 23,696 shares; 2025Q1: 18,884 shares; 2025Q2: 12,157 shares; 2025Q3: 3,149 shares; 2025Q4: 3,964 shares 3,964 $2.07M 0.07% +815 Timeline BJUL 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: 28,950 shares; 2024Q4: 25,067 shares; 2025Q1: 32,384 shares; 2025Q2: 32,387 shares; 2025Q3: 41,981 shares; 2025Q4: 40,675 shares 40,675 $2.06M 0.07% -1,306 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: 53,896 shares; 2024Q4: 53,762 shares; 2025Q1: 64,110 shares; 2025Q2: 58,031 shares; 2025Q3: 23,339 shares; 2025Q4: 25,970 shares 25,970 $2.05M 0.07% +2,631 Timeline PWV 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: 32,814 shares; 2024Q4: 33,106 shares; 2025Q1: 33,249 shares; 2025Q2: 33,377 shares; 2025Q3: 33,459 shares; 2025Q4: 30,699 shares 30,699 $2.04M 0.07% -2,760 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: 46,079 shares; 2024Q4: 33,239 shares; 2025Q1: 124,773 shares; 2025Q2: 84,208 shares; 2025Q3: 24,150 shares; 2025Q4: 23,262 shares 23,262 $2.03M 0.07% -888 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,800 shares; 2024Q4: 48,617 shares; 2025Q1: 45,734 shares; 2025Q2: 44,985 shares; 2025Q3: 44,622 shares; 2025Q4: 45,216 shares 45,216 $2.01M 0.07% +594 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: 7,859 shares; 2024Q4: 11,525 shares; 2025Q1: 12,026 shares; 2025Q2: 11,512 shares; 2025Q3: 12,885 shares; 2025Q4: 14,674 shares 14,674 $2.01M 0.07% +1,789 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,151 shares; 2025Q1: 2,384 shares; 2025Q2: 1,195 shares; 2025Q3: 6,239 shares; 2025Q4: 7,372 shares 7,372 $2M 0.07% +1,133 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: 19,025 shares; 2024Q4: 11,789 shares; 2025Q1: 12,826 shares; 2025Q2: 6,979 shares; 2025Q3: 7,300 shares; 2025Q4: 6,427 shares 6,427 $1.96M 0.07% -873 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: 15,741 shares; 2024Q4: 15,706 shares; 2025Q1: 14,938 shares; 2025Q2: 14,574 shares; 2025Q3: 14,579 shares; 2025Q4: 14,092 shares 14,092 $1.96M 0.07% -487 Timeline UJUN 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: 44,369 shares; 2024Q4: 42,608 shares; 2025Q1: 35,885 shares; 2025Q2: 61,991 shares; 2025Q3: 61,280 shares; 2025Q4: 52,376 shares 52,376 $1.96M 0.07% -8,904 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: 11,092 shares; 2024Q4: 10,411 shares; 2025Q1: 9,071 shares; 2025Q2: 9,040 shares; 2025Q3: 9,896 shares; 2025Q4: 9,010 shares 9,010 $1.96M 0.07% -886 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: 27,934 shares; 2024Q4: 24,431 shares; 2025Q1: 23,035 shares; 2025Q2: 15,035 shares; 2025Q3: 17,544 shares; 2025Q4: 6,224 shares 6,224 $1.95M 0.07% -11,320 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: 21,653 shares; 2024Q4: 23,301 shares; 2025Q1: 28,432 shares; 2025Q2: 18,315 shares; 2025Q3: 24,061 shares; 2025Q4: 22,680 shares 22,680 $1.95M 0.07% -1,381 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 12,626 shares; 2025Q1: 12,486 shares; 2025Q2: 6,024 shares; 2025Q3: 1,789 shares; 2025Q4: 5,753 shares 5,753 $1.94M 0.07% +3,964 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: 14,377 shares; 2024Q4: 9,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,787 shares; 2025Q4: 10,468 shares 10,468 $1.92M 0.06% +681 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: 28,789 shares; 2024Q4: 27,815 shares; 2025Q1: 26,770 shares; 2025Q2: 55,594 shares; 2025Q3: 20,644 shares; 2025Q4: 20,137 shares 20,137 $1.9M 0.06% -507 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: 7,309 shares; 2024Q4: 9,174 shares; 2025Q1: 10,630 shares; 2025Q2: 19,128 shares; 2025Q3: 23,069 shares; 2025Q4: 19,780 shares 19,780 $1.89M 0.06% -3,289 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,330 shares; 2024Q4: 1,052 shares; 2025Q1: 879 shares; 2025Q2: 684 shares; 2025Q3: 682 shares; 2025Q4: 28,093 shares 28,093 $1.88M 0.06% +27,411 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,501 shares; 2024Q4: 21,063 shares; 2025Q1: 19,460 shares; 2025Q2: 16,844 shares; 2025Q3: 15,661 shares; 2025Q4: 16,390 shares 16,390 $1.87M 0.06% +729 Timeline VIOV 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: 68,222 shares; 2024Q4: 64,081 shares; 2025Q1: 25,116 shares; 2025Q2: 17,876 shares; 2025Q3: 18,240 shares; 2025Q4: 19,047 shares 19,047 $1.86M 0.06% +807 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: 20,034 shares; 2024Q4: 27,235 shares; 2025Q1: 28,780 shares; 2025Q2: 24,640 shares; 2025Q3: 27,253 shares; 2025Q4: 26,806 shares 26,806 $1.86M 0.06% -447 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,661 shares; 2024Q4: 17,138 shares; 2025Q1: 15,924 shares; 2025Q2: 14,376 shares; 2025Q3: 14,580 shares; 2025Q4: 14,354 shares 14,354 $1.85M 0.06% -226 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: 24,142 shares; 2024Q4: 24,618 shares; 2025Q1: 26,970 shares; 2025Q2: 33,033 shares; 2025Q3: 34,909 shares; 2025Q4: 38,130 shares 38,130 $1.84M 0.06% +3,221 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 16,656 shares; 2025Q1: 16,338 shares; 2025Q2: 13,993 shares; 2025Q3: 13,688 shares; 2025Q4: 15,342 shares 15,342 $1.83M 0.06% +1,654 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: 895 shares; 2024Q4: 3,188 shares; 2025Q1: 3,518 shares; 2025Q2: 6,012 shares; 2025Q3: 9,564 shares; 2025Q4: 11,591 shares 11,591 $1.82M 0.06% +2,027 Timeline DJUL 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: 59,951 shares; 2024Q4: 56,106 shares; 2025Q1: 48,691 shares; 2025Q2: 43,583 shares; 2025Q3: 37,966 shares; 2025Q4: 37,966 shares 37,966 $1.81M 0.06% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 4,648 shares; 2025Q1: 4,123 shares; 2025Q2: 3,786 shares; 2025Q3: 12,893 shares; 2025Q4: 15,671 shares 15,671 $1.8M 0.06% +2,778 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 4,190 shares; 2025Q1: 554 shares; 2025Q2: 66 shares; 2025Q3: 3,093 shares; 2025Q4: 3,103 shares 3,103 $1.78M 0.06% +10 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,118 shares; 2025Q1: 2,057 shares; 2025Q2: 1,035 shares; 2025Q3: 11,660 shares; 2025Q4: 10,905 shares 10,905 $1.78M 0.06% -755 Timeline DFEB 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: 24,747 shares; 2024Q4: 21,416 shares; 2025Q1: 80,581 shares; 2025Q2: 58,561 shares; 2025Q3: 48,761 shares; 2025Q4: 37,153 shares 37,153 $1.77M 0.06% -11,608 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: not reported; 2024Q4: 2,051 shares; 2025Q1: 2,651 shares; 2025Q2: 1,229 shares; 2025Q3: 1,316 shares; 2025Q4: 5,979 shares 5,979 $1.77M 0.06% +4,663 Timeline UAPR 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: 71,203 shares; 2024Q4: 63,072 shares; 2025Q1: 56,359 shares; 2025Q2: 125,836 shares; 2025Q3: 71,583 shares; 2025Q4: 53,877 shares 53,877 $1.77M 0.06% -17,706 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,070 shares; 2024Q4: 30,679 shares; 2025Q1: 31,747 shares; 2025Q2: 32,184 shares; 2025Q3: 33,566 shares; 2025Q4: 36,380 shares 36,380 $1.75M 0.06% +2,814 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: 4,616 shares; 2024Q4: 6,323 shares; 2025Q1: 6,066 shares; 2025Q2: 5,803 shares; 2025Q3: 5,830 shares; 2025Q4: 5,984 shares 5,984 $1.74M 0.06% +154 Timeline PBJN PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 62,425 shares; 2025Q3: 61,818 shares; 2025Q4: 58,005 shares 58,005 $1.74M 0.06% -3,813 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,470 shares; 2025Q1: 26,920 shares; 2025Q2: 55,959 shares; 2025Q3: 55,421 shares; 2025Q4: 51,964 shares 51,964 $1.74M 0.06% -3,457 Timeline UJAN 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: 20,545 shares; 2024Q4: 20,545 shares; 2025Q1: 52,897 shares; 2025Q2: 49,469 shares; 2025Q3: 44,979 shares; 2025Q4: 40,015 shares 40,015 $1.73M 0.06% -4,964 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,993 shares; 2024Q4: 46,524 shares; 2025Q1: 87,407 shares; 2025Q2: 120,298 shares; 2025Q3: 138,243 shares; 2025Q4: 147,734 shares 147,734 $1.72M 0.06% +9,491 Timeline BMAR 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: 34,418 shares; 2024Q4: 28,737 shares; 2025Q1: 37,959 shares; 2025Q2: 34,886 shares; 2025Q3: 33,618 shares; 2025Q4: 32,326 shares 32,326 $1.71M 0.06% -1,292 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: 4,892 shares; 2024Q4: 5,609 shares; 2025Q1: 6,574 shares; 2025Q2: 6,003 shares; 2025Q3: 7,070 shares; 2025Q4: 7,062 shares 7,062 $1.71M 0.06% -8 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: 31,632 shares; 2024Q4: 30,801 shares; 2025Q1: 40,602 shares; 2025Q2: 26,163 shares; 2025Q3: 27,031 shares; 2025Q4: 27,194 shares 27,194 $1.7M 0.06% +163 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: 32,424 shares; 2024Q4: 36,091 shares; 2025Q1: 35,256 shares; 2025Q2: 27,363 shares; 2025Q3: 23,771 shares; 2025Q4: 19,966 shares 19,966 $1.68M 0.06% -3,805 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: 1,329 shares; 2024Q4: 2,317 shares; 2025Q1: 2,173 shares; 2025Q2: 2,163 shares; 2025Q3: 4,422 shares; 2025Q4: 15,233 shares 15,233 $1.68M 0.06% +10,811 Timeline UMAR 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: 31,249 shares; 2024Q4: 27,954 shares; 2025Q1: 90,914 shares; 2025Q2: 65,191 shares; 2025Q3: 53,943 shares; 2025Q4: 41,601 shares 41,601 $1.66M 0.06% -12,342 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,735 shares; 2025Q1: 4,761 shares; 2025Q2: 20,745 shares; 2025Q3: 21,520 shares; 2025Q4: 25,816 shares 25,816 $1.66M 0.06% +4,296 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: 1,669 shares; 2024Q4: 43,103 shares; 2025Q1: 43,457 shares; 2025Q2: 25,625 shares; 2025Q3: 26,523 shares; 2025Q4: 26,448 shares 26,448 $1.65M 0.06% -75 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,717 shares; 2025Q1: 47,873 shares; 2025Q2: 46,762 shares; 2025Q3: 47,204 shares; 2025Q4: 48,723 shares 48,723 $1.64M 0.06% +1,519 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: 7,407 shares; 2024Q4: 7,113 shares; 2025Q1: 7,729 shares; 2025Q2: 7,539 shares; 2025Q3: 7,298 shares; 2025Q4: 7,265 shares 7,265 $1.63M 0.05% -33 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,484 shares; 2025Q1: 1,661 shares; 2025Q2: 1,394 shares; 2025Q3: 1,418 shares; 2025Q4: 1,513 shares 1,513 $1.62M 0.05% +95 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,889 shares; 2024Q4: 124,396 shares; 2025Q1: 66,642 shares; 2025Q2: 28,195 shares; 2025Q3: 24,693 shares; 2025Q4: 43,344 shares 43,344 $1.6M 0.05% +18,651 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: 491 shares; 2024Q4: 26,232 shares; 2025Q1: 28,224 shares; 2025Q2: 31,916 shares; 2025Q3: 33,820 shares; 2025Q4: 33,534 shares 33,534 $1.6M 0.05% -286 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,491 shares; 2024Q4: 18,683 shares; 2025Q1: 18,379 shares; 2025Q2: 34,856 shares; 2025Q3: 34,961 shares; 2025Q4: 34,891 shares 34,891 $1.6M 0.05% -70 Timeline DDEC 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: 12,530 shares; 2024Q4: 39,270 shares; 2025Q1: 73,398 shares; 2025Q2: 69,685 shares; 2025Q3: 42,149 shares; 2025Q4: 35,396 shares 35,396 $1.6M 0.05% -6,753 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,865 shares; 2025Q1: 25,636 shares; 2025Q2: 23,241 shares; 2025Q3: 24,461 shares; 2025Q4: 23,280 shares 23,280 $1.59M 0.05% -1,181 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: 8,105 shares; 2024Q4: 7,283 shares; 2025Q1: 6,998 shares; 2025Q2: 7,521 shares; 2025Q3: 7,281 shares; 2025Q4: 6,354 shares 6,354 $1.59M 0.05% -927 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: 11,401 shares; 2024Q4: 11,971 shares; 2025Q1: 13,937 shares; 2025Q2: 10,832 shares; 2025Q3: 11,748 shares; 2025Q4: 11,069 shares 11,069 $1.59M 0.05% -679 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: 28,436 shares; 2024Q4: 28,740 shares; 2025Q1: 29,550 shares; 2025Q2: 12,116 shares; 2025Q3: 21,885 shares; 2025Q4: 15,797 shares 15,797 $1.59M 0.05% -6,088 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: 40,830 shares; 2024Q4: 38,053 shares; 2025Q1: 39,392 shares; 2025Q2: 25,899 shares; 2025Q3: 23,091 shares; 2025Q4: 22,389 shares 22,389 $1.57M 0.05% -702 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: 1,206 shares; 2024Q4: 2,455 shares; 2025Q1: 9,842 shares; 2025Q2: 9,953 shares; 2025Q3: 2,288 shares; 2025Q4: 9,613 shares 9,613 $1.56M 0.05% +7,325 Timeline MDYG 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: 4,815 shares; 2024Q4: 5,275 shares; 2025Q1: 5,805 shares; 2025Q2: 21,619 shares; 2025Q3: 19,913 shares; 2025Q4: 16,909 shares 16,909 $1.56M 0.05% -3,004 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,532 shares; 2025Q1: 101,543 shares; 2025Q2: 72,409 shares; 2025Q3: 59,757 shares; 2025Q4: 45,470 shares 45,470 $1.56M 0.05% -14,287 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: 11,447 shares; 2024Q4: 11,658 shares; 2025Q1: 12,668 shares; 2025Q2: 8,754 shares; 2025Q3: 8,386 shares; 2025Q4: 8,786 shares 8,786 $1.56M 0.05% +400 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: not reported; 2024Q4: not reported; 2025Q1: 11,111 shares; 2025Q2: 24,772 shares; 2025Q3: 27,143 shares; 2025Q4: 30,699 shares 30,699 $1.55M 0.05% +3,556 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: 19,951 shares; 2024Q4: 24,813 shares; 2025Q1: 113,112 shares; 2025Q2: 13,582 shares; 2025Q3: 12,460 shares; 2025Q4: 23,949 shares 23,949 $1.54M 0.05% +11,489 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: 48,708 shares; 2024Q4: 47,136 shares; 2025Q1: 48,242 shares; 2025Q2: 39,141 shares; 2025Q3: 37,597 shares; 2025Q4: 33,188 shares 33,188 $1.53M 0.05% -4,409 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 5,686 shares; 2025Q3: 1,185 shares; 2025Q4: 30,260 shares 30,260 $1.53M 0.05% +29,075 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: 2,177 shares; 2024Q4: 2,188 shares; 2025Q1: 2,227 shares; 2025Q2: 1,761 shares; 2025Q3: 1,807 shares; 2025Q4: 1,874 shares 1,874 $1.52M 0.05% +67 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 2,636 shares; 2025Q3: 9,492 shares; 2025Q4: 13,235 shares 13,235 $1.52M 0.05% +3,743 Timeline TQQQ 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: 586 shares; 2024Q4: 453 shares; 2025Q1: 509 shares; 2025Q2: 958 shares; 2025Q3: 629 shares; 2025Q4: 28,657 shares 28,657 $1.51M 0.05% +28,028 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 6,123 shares; 2025Q1: 6,228 shares; 2025Q2: 5,717 shares; 2025Q3: 6,209 shares; 2025Q4: 7,264 shares 7,264 $1.49M 0.05% +1,055 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: 39,464 shares; 2024Q4: 41,077 shares; 2025Q1: 10,930 shares; 2025Q2: 5,559 shares; 2025Q3: 5,435 shares; 2025Q4: 5,761 shares 5,761 $1.49M 0.05% +326 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,445 shares; 2024Q4: 29,109 shares; 2025Q1: 29,282 shares; 2025Q2: 27,155 shares; 2025Q3: 27,283 shares; 2025Q4: 25,806 shares 25,806 $1.47M 0.05% -1,477 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 60,459 shares 60,459 $1.47M 0.05% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,212 shares; 2024Q4: 74,475 shares; 2025Q1: 74,747 shares; 2025Q2: 63,751 shares; 2025Q3: 61,830 shares; 2025Q4: 72,621 shares 72,621 $1.47M 0.05% +10,791 Timeline BMAY 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: 15,151 shares; 2024Q4: 15,149 shares; 2025Q1: 15,150 shares; 2025Q2: 32,498 shares; 2025Q3: 32,313 shares; 2025Q4: 32,478 shares 32,478 $1.46M 0.05% +165 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: 16,677 shares; 2024Q4: 15,925 shares; 2025Q1: 17,675 shares; 2025Q2: 13,170 shares; 2025Q3: 15,875 shares; 2025Q4: 15,616 shares 15,616 $1.46M 0.05% -259 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: 5,505 shares; 2024Q4: 5,252 shares; 2025Q1: 18,345 shares; 2025Q2: 3,294 shares; 2025Q3: 3,400 shares; 2025Q4: 4,444 shares 4,444 $1.45M 0.05% +1,044 Timeline PNOV 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: 19,455 shares; 2024Q4: 28,783 shares; 2025Q1: 28,779 shares; 2025Q2: 28,779 shares; 2025Q3: 28,779 shares; 2025Q4: 34,411 shares 34,411 $1.44M 0.05% +5,632 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 462 shares; 2025Q1: 318 shares; 2025Q2: 175 shares; 2025Q3: 177 shares; 2025Q4: 2,117 shares 2,117 $1.43M 0.05% +1,940 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 11,258 shares; 2025Q1: 11,701 shares; 2025Q2: 11,080 shares; 2025Q3: 11,137 shares; 2025Q4: 11,137 shares 11,137 $1.42M 0.05% 0 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,453 shares; 2024Q4: 33,365 shares; 2025Q1: 54,052 shares; 2025Q2: 61,114 shares; 2025Q3: 61,776 shares; 2025Q4: 56,387 shares 56,387 $1.41M 0.05% -5,389 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: 16,771 shares; 2025Q3: 24,142 shares; 2025Q4: 36,460 shares 36,460 $1.41M 0.05% +12,318 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,584 shares; 2025Q1: 13,596 shares; 2025Q2: 19,404 shares; 2025Q3: 21,927 shares; 2025Q4: 23,401 shares 23,401 $1.39M 0.05% +1,474 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: 16,130 shares; 2024Q4: 13,184 shares; 2025Q1: 11,133 shares; 2025Q2: 11,805 shares; 2025Q3: 11,038 shares; 2025Q4: 9,162 shares 9,162 $1.39M 0.05% -1,876 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,912 shares; 2025Q4: 48,352 shares 48,352 $1.37M 0.05% +19,440 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: 1,182 shares; 2024Q4: 2,562 shares; 2025Q1: 4,452 shares; 2025Q2: 5,212 shares; 2025Q3: 5,301 shares; 2025Q4: 5,353 shares 5,353 $1.35M 0.05% +52 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: 5,842 shares; 2024Q4: 5,757 shares; 2025Q1: 20,973 shares; 2025Q2: 20,700 shares; 2025Q3: 22,040 shares; 2025Q4: 22,541 shares 22,541 $1.34M 0.04% +501 Timeline OIH 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: 20 shares; 2024Q4: 87 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 4,625 shares 4,625 $1.32M 0.04% +4,605 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: 10,670 shares; 2024Q4: 11,048 shares; 2025Q1: 10,942 shares; 2025Q2: 8,249 shares; 2025Q3: 1,623 shares; 2025Q4: 8,523 shares 8,523 $1.31M 0.04% +6,900 Timeline UJUL 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: 31,680 shares; 2024Q4: 29,897 shares; 2025Q1: 15,278 shares; 2025Q2: 7,471 shares; 2025Q3: 35,588 shares; 2025Q4: 33,680 shares 33,680 $1.31M 0.04% -1,908 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 15,345 shares; 2025Q1: 31,353 shares; 2025Q2: 26,465 shares; 2025Q3: 26,352 shares; 2025Q4: 25,846 shares 25,846 $1.3M 0.04% -506 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,961 shares; 2025Q1: 1,261 shares; 2025Q2: 2,157 shares; 2025Q3: 2,822 shares; 2025Q4: 14,398 shares 14,398 $1.3M 0.04% +11,576 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: 10,200 shares; 2024Q4: 11,071 shares; 2025Q1: 32,604 shares; 2025Q2: 5,287 shares; 2025Q3: 5,331 shares; 2025Q4: 13,011 shares 13,011 $1.29M 0.04% +7,680 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: 12,005 shares; 2024Q4: 12,005 shares; 2025Q1: 49,464 shares; 2025Q2: 45,700 shares; 2025Q3: 40,581 shares; 2025Q4: 34,833 shares 34,833 $1.29M 0.04% -5,748 Timeline APRW 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: 49,549 shares; 2024Q4: 41,990 shares; 2025Q1: 35,821 shares; 2025Q2: 99,462 shares; 2025Q3: 49,742 shares; 2025Q4: 36,959 shares 36,959 $1.29M 0.04% -12,783 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: 30,405 shares; 2024Q4: 30,405 shares; 2025Q1: 28,400 shares; 2025Q2: 29,904 shares; 2025Q3: 27,192 shares; 2025Q4: 26,834 shares 26,834 $1.29M 0.04% -358 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: 18,613 shares; 2024Q4: 14,333 shares; 2025Q1: 13,647 shares; 2025Q2: 12,146 shares; 2025Q3: 4,026 shares; 2025Q4: 4,858 shares 4,858 $1.29M 0.04% +832 Timeline PBAP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 119,649 shares; 2025Q3: 59,939 shares; 2025Q4: 44,389 shares 44,389 $1.29M 0.04% -15,550 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,093 shares; 2024Q4: 8,499 shares; 2025Q1: 9,697 shares; 2025Q2: 8,848 shares; 2025Q3: 2,082 shares; 2025Q4: 6,786 shares 6,786 $1.28M 0.04% +4,704 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 57 shares; 2025Q1: 157 shares; 2025Q2: 57 shares; 2025Q3: 478 shares; 2025Q4: 10,248 shares 10,248 $1.27M 0.04% +9,770 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: not reported; 2024Q4: 3,465 shares; 2025Q1: 2,057 shares; 2025Q2: 6,014 shares; 2025Q3: 3,084 shares; 2025Q4: 6,819 shares 6,819 $1.26M 0.04% +3,735 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: 58,048 shares; 2024Q4: 61,923 shares; 2025Q1: 12,506 shares; 2025Q2: 9,336 shares; 2025Q3: 10,248 shares; 2025Q4: 11,794 shares 11,794 $1.26M 0.04% +1,546 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: 1,025 shares; 2024Q4: 1,047 shares; 2025Q1: 2,356 shares; 2025Q2: 20,200 shares; 2025Q3: 13,199 shares; 2025Q4: 12,552 shares 12,552 $1.25M 0.04% -647 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,737 shares; 2024Q4: 137,736 shares; 2025Q1: 135,278 shares; 2025Q2: 88,558 shares; 2025Q3: 80,804 shares; 2025Q4: 32,239 shares 32,239 $1.25M 0.04% -48,565 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,796 shares; 2025Q1: 21,758 shares; 2025Q2: 4,554 shares; 2025Q3: 3,846 shares; 2025Q4: 10,839 shares 10,839 $1.25M 0.04% +6,993 Timeline UFEB 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: 19,535 shares; 2024Q4: 19,535 shares; 2025Q1: 85,720 shares; 2025Q2: 82,460 shares; 2025Q3: 48,508 shares; 2025Q4: 33,938 shares 33,938 $1.25M 0.04% -14,570 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: 705 shares; 2024Q4: 1,075 shares; 2025Q1: 707 shares; 2025Q2: 292 shares; 2025Q3: 243 shares; 2025Q4: 1,414 shares 1,414 $1.24M 0.04% +1,171 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,322 shares; 2024Q4: 18,201 shares; 2025Q1: 17,737 shares; 2025Q2: 17,271 shares; 2025Q3: 13,159 shares; 2025Q4: 12,628 shares 12,628 $1.23M 0.04% -531 Timeline DJAN 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: 16,867 shares; 2024Q4: 16,865 shares; 2025Q1: 72,505 shares; 2025Q2: 69,705 shares; 2025Q3: 40,730 shares; 2025Q4: 27,792 shares 27,792 $1.21M 0.04% -12,938 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: not reported; 2024Q4: 18,119 shares; 2025Q1: 19,317 shares; 2025Q2: 18,483 shares; 2025Q3: 18,706 shares; 2025Q4: 22,751 shares 22,751 $1.2M 0.04% +4,045 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 30,944 shares; 2025Q1: 31,591 shares; 2025Q2: 30,411 shares; 2025Q3: 30,798 shares; 2025Q4: 29,208 shares 29,208 $1.19M 0.04% -1,590 Timeline KIE 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: 22,900 shares; 2024Q4: 19,794 shares; 2025Q1: 20,192 shares; 2025Q2: 19,794 shares; 2025Q3: 19,794 shares; 2025Q4: 19,794 shares 19,794 $1.19M 0.04% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,792 shares; 2024Q4: 68,975 shares; 2025Q1: 66,015 shares; 2025Q2: 49,492 shares; 2025Q3: 51,486 shares; 2025Q4: 51,570 shares 51,570 $1.19M 0.04% +84 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,341 shares; 2025Q1: 2,393 shares; 2025Q2: 5,172 shares; 2025Q3: 13,112 shares; 2025Q4: 25,348 shares 25,348 $1.19M 0.04% +12,236 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,204 shares; 2025Q1: 90,076 shares; 2025Q2: 86,702 shares; 2025Q3: 50,492 shares; 2025Q4: 34,900 shares 34,900 $1.19M 0.04% -15,592 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: 11,612 shares; 2024Q4: 10,210 shares; 2025Q1: 8,733 shares; 2025Q2: 7,626 shares; 2025Q3: 7,922 shares; 2025Q4: 11,044 shares 11,044 $1.18M 0.04% +3,122 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: 73,345 shares; 2024Q4: 68,160 shares; 2025Q1: 68,288 shares; 2025Q2: 45,800 shares; 2025Q3: 46,322 shares; 2025Q4: 46,977 shares 46,977 $1.17M 0.04% +655 Timeline PBJL PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 40,857 shares; 2025Q4: 38,450 shares 38,450 $1.15M 0.04% -2,407 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,616 shares; 2024Q4: 17,619 shares; 2025Q1: 12,422 shares; 2025Q2: 4,767 shares; 2025Q3: 31,357 shares; 2025Q4: 29,439 shares 29,439 $1.15M 0.04% -1,918 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: 24,700 shares; 2024Q4: 23,804 shares; 2025Q1: 22,927 shares; 2025Q2: 14,615 shares; 2025Q3: 14,334 shares; 2025Q4: 21,777 shares 21,777 $1.15M 0.04% +7,443 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,947 shares; 2024Q4: 31,951 shares; 2025Q1: 31,947 shares; 2025Q2: 32,307 shares; 2025Q3: 29,867 shares; 2025Q4: 29,390 shares 29,390 $1.15M 0.04% -477 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,724 shares; 2024Q4: 24,840 shares; 2025Q1: 23,411 shares; 2025Q2: 16,823 shares; 2025Q3: 19,423 shares; 2025Q4: 19,563 shares 19,563 $1.15M 0.04% +140 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 8,846 shares; 2025Q1: 8,222 shares; 2025Q2: 537 shares; 2025Q3: 558 shares; 2025Q4: 6,309 shares 6,309 $1.14M 0.04% +5,751 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: 23,327 shares; 2024Q4: 28,817 shares; 2025Q1: 29,056 shares; 2025Q2: 19,021 shares; 2025Q3: 22,816 shares; 2025Q4: 19,588 shares 19,588 $1.13M 0.04% -3,228 Timeline VGK 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: 10,879 shares; 2024Q4: 10,883 shares; 2025Q1: 11,371 shares; 2025Q2: 12,574 shares; 2025Q3: 13,091 shares; 2025Q4: 13,380 shares 13,380 $1.12M 0.04% +289 Timeline UMAY 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: 29,110 shares; 2024Q4: 17,285 shares; 2025Q1: 8,126 shares; 2025Q2: 50,538 shares; 2025Q3: 43,733 shares; 2025Q4: 30,576 shares 30,576 $1.12M 0.04% -13,157 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 14,030 shares; 2025Q1: 14,541 shares; 2025Q2: 14,198 shares; 2025Q3: 13,963 shares; 2025Q4: 10,928 shares 10,928 $1.11M 0.04% -3,035 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 5,353 shares; 2025Q1: 6,102 shares; 2025Q2: 3,046 shares; 2025Q3: 3,916 shares; 2025Q4: 3,417 shares 3,417 $1.11M 0.04% -499 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,058 shares; 2024Q4: 16,059 shares; 2025Q1: 16,100 shares; 2025Q2: 15,431 shares; 2025Q3: 15,131 shares; 2025Q4: 15,432 shares 15,432 $1.09M 0.04% +301 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: 20,953 shares; 2024Q4: 13,426 shares; 2025Q1: 13,761 shares; 2025Q2: 12,470 shares; 2025Q3: 12,101 shares; 2025Q4: 12,401 shares 12,401 $1.08M 0.04% +300 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: 1,248 shares; 2024Q4: 3,673 shares; 2025Q1: 3,634 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,385 shares 3,385 $1.07M 0.04% +7 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: 16,547 shares; 2024Q4: 16,870 shares; 2025Q1: 18,646 shares; 2025Q2: 10,623 shares; 2025Q3: 10,654 shares; 2025Q4: 11,326 shares 11,326 $1.06M 0.04% +672 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: 34,849 shares; 2024Q4: 25,320 shares; 2025Q1: 64,901 shares; 2025Q2: 26,178 shares; 2025Q3: 28,910 shares; 2025Q4: 28,634 shares 28,634 $1.06M 0.04% -276 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 6,457 shares; 2025Q1: 7,746 shares; 2025Q2: 8,157 shares; 2025Q3: 9,367 shares; 2025Q4: 4,867 shares 4,867 $1.03M 0.03% -4,500 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,126 shares; 2025Q4: 19,878 shares 19,878 $1.03M 0.03% -248 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: 100,638 shares; 2024Q4: 102,958 shares; 2025Q1: 105,239 shares; 2025Q2: 62,849 shares; 2025Q3: 63,778 shares; 2025Q4: 62,239 shares 62,239 $1.03M 0.03% -1,539 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 8,792 shares; 2025Q1: 90 shares; 2025Q2: 5,792 shares; 2025Q3: 3,651 shares; 2025Q4: 3,327 shares 3,327 $1.02M 0.03% -324 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: 3,320 shares; 2024Q4: 3,614 shares; 2025Q1: 3,542 shares; 2025Q2: 3,155 shares; 2025Q3: 28,635 shares; 2025Q4: 3,643 shares 3,643 $1.02M 0.03% -24,992 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,429 shares; 2024Q4: 34,429 shares; 2025Q1: 25,428 shares; 2025Q2: 25,428 shares; 2025Q3: 25,428 shares; 2025Q4: 17,022 shares 17,022 $1.02M 0.03% -8,406 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,677 shares; 2025Q1: 8,877 shares; 2025Q2: 8,552 shares; 2025Q3: 9,285 shares; 2025Q4: 8,607 shares 8,607 $1.01M 0.03% -678 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 6,203 shares; 2025Q1: 5,552 shares; 2025Q2: 3,494 shares; 2025Q3: 3,976 shares; 2025Q4: 3,843 shares 3,843 $1.01M 0.03% -133 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: 27,150 shares; 2024Q4: 18,984 shares; 2025Q1: 32,963 shares; 2025Q2: 8,221 shares; 2025Q3: 7,083 shares; 2025Q4: 6,996 shares 6,996 $1M 0.03% -87 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,245 shares; 2025Q4: 18,915 shares 18,915 $1M 0.03% +12,670 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,330 shares; 2025Q2: 16,330 shares; 2025Q3: 16,330 shares; 2025Q4: 16,330 shares 16,330 $998K 0.03% 0 Timeline EWC 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: 20,093 shares; 2024Q4: 18,325 shares; 2025Q1: 18,325 shares; 2025Q2: 18,433 shares; 2025Q3: 18,433 shares; 2025Q4: 18,434 shares 18,434 $994K 0.03% +1 Timeline FSMD 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: 14 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 20,438 shares; 2025Q3: 21,947 shares; 2025Q4: 22,299 shares 22,299 $984K 0.03% +352 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: 17,079 shares; 2024Q4: 16,725 shares; 2025Q1: 15,647 shares; 2025Q2: 14,574 shares; 2025Q3: 12,660 shares; 2025Q4: 10,265 shares 10,265 $977K 0.03% -2,395 Timeline PMAY 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: 11,316 shares; 2024Q4: 11,314 shares; 2025Q1: 11,165 shares; 2025Q2: 25,105 shares; 2025Q3: 24,844 shares; 2025Q4: 24,440 shares 24,440 $968K 0.03% -404 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 14,805 shares; 2025Q3: 14,805 shares; 2025Q4: 13,510 shares 13,510 $965K 0.03% -1,295 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: 45,352 shares; 2024Q4: 47,596 shares; 2025Q1: 49,230 shares; 2025Q2: 9,478 shares; 2025Q3: 15,084 shares; 2025Q4: 12,020 shares 12,020 $964K 0.03% -3,064 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 15,374 shares; 2025Q1: 15,173 shares; 2025Q2: 13,478 shares; 2025Q3: 13,996 shares; 2025Q4: 11,473 shares 11,473 $952K 0.03% -2,523 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 2,816 shares 2,816 $952K 0.03% -246 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: 10,406 shares; 2024Q4: 12,103 shares; 2025Q1: 10,119 shares; 2025Q2: 10,883 shares; 2025Q3: 10,922 shares; 2025Q4: 11,202 shares 11,202 $938K 0.03% +280 Timeline PDEC 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: 13,360 shares; 2024Q4: 19,310 shares; 2025Q1: 19,310 shares; 2025Q2: 19,310 shares; 2025Q3: 19,310 shares; 2025Q4: 21,622 shares 21,622 $938K 0.03% +2,312 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 13,858 shares; 2025Q1: 14,196 shares; 2025Q2: 13,720 shares; 2025Q3: 13,944 shares; 2025Q4: 14,205 shares 14,205 $933K 0.03% +261 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: 15,055 shares; 2024Q4: 17,324 shares; 2025Q1: 23,844 shares; 2025Q2: 5,811 shares; 2025Q3: 6,232 shares; 2025Q4: 6,232 shares 6,232 $927K 0.03% 0 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: 5,447 shares; 2024Q4: 5,450 shares; 2025Q1: 4,884 shares; 2025Q2: 5,135 shares; 2025Q3: 5,047 shares; 2025Q4: 4,986 shares 4,986 $923K 0.03% -61 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208,974 shares; 2025Q1: 228 shares; 2025Q2: 247 shares; 2025Q3: 244 shares; 2025Q4: 15,716 shares 15,716 $910K 0.03% +15,472 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,662 shares; 2025Q1: 7,666 shares; 2025Q2: 48,578 shares; 2025Q3: 41,263 shares; 2025Q4: 27,077 shares 27,077 $908K 0.03% -14,186 Timeline PBMY PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 54,283 shares; 2025Q3: 46,094 shares; 2025Q4: 30,258 shares 30,258 $908K 0.03% -15,836 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 4,595 shares; 2025Q1: 3,395 shares; 2025Q2: 10,490 shares; 2025Q3: 10,484 shares; 2025Q4: 9,920 shares 9,920 $908K 0.03% -564 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: 7,069 shares; 2024Q4: 9,576 shares; 2025Q1: 6,777 shares; 2025Q2: 6,021 shares; 2025Q3: 6,203 shares; 2025Q4: 6,936 shares 6,936 $902K 0.03% +733 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: 11,972 shares; 2024Q4: 37,586 shares; 2025Q1: 51,245 shares; 2025Q2: 30,575 shares; 2025Q3: 30,587 shares; 2025Q4: 33,515 shares 33,515 $902K 0.03% +2,928 Timeline BOCT 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: 14,506 shares; 2024Q4: 17,038 shares; 2025Q1: 11,014 shares; 2025Q2: 6,627 shares; 2025Q3: 6,917 shares; 2025Q4: 18,241 shares 18,241 $901K 0.03% +11,324 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,691 shares; 2025Q1: 696 shares; 2025Q2: 55,974 shares; 2025Q3: 55,454 shares; 2025Q4: 51,317 shares 51,317 $898K 0.03% -4,137 Timeline DLS 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: 12,427 shares; 2024Q4: 12,590 shares; 2025Q1: 12,023 shares; 2025Q2: 12,134 shares; 2025Q3: 12,179 shares; 2025Q4: 11,022 shares 11,022 $893K 0.03% -1,157 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 9,201 shares; 2025Q1: 1,630 shares; 2025Q2: 929 shares; 2025Q3: 920 shares; 2025Q4: 885 shares 885 $893K 0.03% -35 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: 15,049 shares; 2024Q4: 15,090 shares; 2025Q1: 16,003 shares; 2025Q2: 12,399 shares; 2025Q3: 11,827 shares; 2025Q4: 12,139 shares 12,139 $892K 0.03% +312 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: 46,085 shares; 2024Q4: 46,185 shares; 2025Q1: 79,308 shares; 2025Q2: 41,334 shares; 2025Q3: 36,961 shares; 2025Q4: 35,870 shares 35,870 $891K 0.03% -1,091 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,723 shares; 2024Q4: 18,504 shares; 2025Q1: 18,576 shares; 2025Q2: 11,298 shares; 2025Q3: 2,336 shares; 2025Q4: 1,955 shares 1,955 $886K 0.03% -381 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,989 shares; 2024Q4: 58,891 shares; 2025Q1: 59,081 shares; 2025Q2: 58,529 shares; 2025Q3: 48,513 shares; 2025Q4: 28,492 shares 28,492 $882K 0.03% -20,021 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: 9,308 shares; 2024Q4: 6,782 shares; 2025Q1: 6,447 shares; 2025Q2: 4,798 shares; 2025Q3: 5,003 shares; 2025Q4: 4,515 shares 4,515 $881K 0.03% -488 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: 9,126 shares; 2024Q4: 9,101 shares; 2025Q1: 8,716 shares; 2025Q2: 8,391 shares; 2025Q3: 8,643 shares; 2025Q4: 8,594 shares 8,594 $878K 0.03% -49 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 8,473 shares; 2025Q1: 8,958 shares; 2025Q2: 8,947 shares; 2025Q3: 8,901 shares; 2025Q4: 1,545 shares 1,545 $877K 0.03% -7,356 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,043 shares; 2025Q1: 3,650 shares; 2025Q2: 5,509 shares; 2025Q3: 8,361 shares; 2025Q4: 10,836 shares 10,836 $871K 0.03% +2,475 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: 7,953 shares; 2024Q4: 7,816 shares; 2025Q1: 8,012 shares; 2025Q2: 5,144 shares; 2025Q3: 4,916 shares; 2025Q4: 3,948 shares 3,948 $867K 0.03% -968 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: 57,654 shares; 2024Q4: 50,017 shares; 2025Q1: 51,791 shares; 2025Q2: 37,657 shares; 2025Q3: 31,537 shares; 2025Q4: 21,180 shares 21,180 $863K 0.03% -10,357 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,626 shares; 2025Q1: 21,729 shares; 2025Q2: 17,310 shares; 2025Q3: 20,461 shares; 2025Q4: 25,143 shares 25,143 $860K 0.03% +4,682 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 182 shares; 2025Q2: not reported; 2025Q3: 2,941 shares; 2025Q4: 2,744 shares 2,744 $860K 0.03% -197 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: 1,485 shares; 2024Q4: 1,550 shares; 2025Q1: 1,929 shares; 2025Q2: 1,632 shares; 2025Q3: 1,357 shares; 2025Q4: 1,477 shares 1,477 $856K 0.03% +120 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: 19,080 shares; 2024Q4: 17,749 shares; 2025Q1: 2,503 shares; 2025Q2: 16,910 shares; 2025Q3: 20,586 shares; 2025Q4: 18,991 shares 18,991 $850K 0.03% -1,595 Timeline DTD 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: 12,327 shares; 2024Q4: 12,371 shares; 2025Q1: 12,396 shares; 2025Q2: 10,321 shares; 2025Q3: 9,960 shares; 2025Q4: 9,990 shares 9,990 $848K 0.03% +30 Timeline JPIN 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: 14,782 shares; 2024Q4: 14,753 shares; 2025Q1: 16,581 shares; 2025Q2: 10,629 shares; 2025Q3: 14,404 shares; 2025Q4: 12,425 shares 12,425 $847K 0.03% -1,979 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR 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: 7,950 shares; 2025Q4: 10,625 shares 10,625 $839K 0.03% +2,675 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: 29,234 shares; 2024Q4: 28,776 shares; 2025Q1: 55,274 shares; 2025Q2: 26,054 shares; 2025Q3: 27,174 shares; 2025Q4: 25,653 shares 25,653 $822K 0.03% -1,521 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,560 shares; 2024Q4: 46,810 shares; 2025Q1: 51,860 shares; 2025Q2: 51,105 shares; 2025Q3: 50,820 shares; 2025Q4: 51,574 shares 51,574 $822K 0.03% +754 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,631 shares; 2024Q4: 81,455 shares; 2025Q1: 92,250 shares; 2025Q2: 95,445 shares; 2025Q3: 95,389 shares; 2025Q4: 57,886 shares 57,886 $821K 0.03% -37,503 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: 23,878 shares; 2024Q4: 22,989 shares; 2025Q1: 23,620 shares; 2025Q2: 8,519 shares; 2025Q3: 6,449 shares; 2025Q4: 6,541 shares 6,541 $820K 0.03% +92 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,872 shares; 2024Q4: 9,743 shares; 2025Q1: 9,619 shares; 2025Q2: 7,603 shares; 2025Q3: 7,595 shares; 2025Q4: 7,774 shares 7,774 $816K 0.03% +179 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 4,300 shares; 2025Q1: 4,730 shares; 2025Q2: 3,173 shares; 2025Q3: 2,892 shares; 2025Q4: 2,965 shares 2,965 $816K 0.03% +73 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 762 shares; 2025Q1: 1,250 shares; 2025Q2: 854 shares; 2025Q3: 855 shares; 2025Q4: 1,293 shares 1,293 $805K 0.03% +438 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 8,602 shares; 2025Q1: 9,111 shares; 2025Q2: 11,750 shares; 2025Q3: 11,563 shares; 2025Q4: 11,816 shares 11,816 $805K 0.03% +253 Timeline BJUN 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: 9,352 shares; 2024Q4: 9,352 shares; 2025Q1: 15,053 shares; 2025Q2: 18,481 shares; 2025Q3: 17,305 shares; 2025Q4: 17,195 shares 17,195 $804K 0.03% -110 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: 1,090 shares; 2024Q4: 3,103 shares; 2025Q1: 2,757 shares; 2025Q2: 3,423 shares; 2025Q3: 3,736 shares; 2025Q4: 2,484 shares 2,484 $802K 0.03% -1,252 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: 6,145 shares; 2024Q4: 2,912 shares; 2025Q1: 6,990 shares; 2025Q2: 2,094 shares; 2025Q3: 2,545 shares; 2025Q4: 1,713 shares 1,713 $798K 0.03% -832 Timeline BJAN 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: 5,208 shares; 2024Q4: 5,208 shares; 2025Q1: 16,739 shares; 2025Q2: 16,470 shares; 2025Q3: 16,409 shares; 2025Q4: 14,467 shares 14,467 $796K 0.03% -1,942 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,905 shares; 2025Q1: 5,028 shares; 2025Q2: 2,665 shares; 2025Q3: 3,437 shares; 2025Q4: 4,835 shares 4,835 $782K 0.03% +1,398 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5,483 shares; 2025Q1: 5,418 shares; 2025Q2: 5,217 shares; 2025Q3: 5,217 shares; 2025Q4: 5,218 shares 5,218 $777K 0.03% +1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,265 shares; 2024Q4: 73,063 shares; 2025Q1: 19,309 shares; 2025Q2: 18,737 shares; 2025Q3: 9,028 shares; 2025Q4: 9,005 shares 9,005 $765K 0.03% -23 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,129 shares; 2025Q1: 21,735 shares; 2025Q2: 27,891 shares; 2025Q3: 28,874 shares; 2025Q4: 19,684 shares 19,684 $762K 0.03% -9,190 Timeline IVOO 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: 10,365 shares; 2024Q4: 9,753 shares; 2025Q1: 8,433 shares; 2025Q2: 7,578 shares; 2025Q3: 7,037 shares; 2025Q4: 6,817 shares 6,817 $762K 0.03% -220 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: 3,265 shares; 2024Q4: 6,471 shares; 2025Q1: 4,798 shares; 2025Q2: 5,053 shares; 2025Q3: 5,333 shares; 2025Q4: 5,495 shares 5,495 $761K 0.03% +162 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,744 shares; 2025Q1: 11,755 shares; 2025Q2: 15,648 shares; 2025Q3: 15,848 shares; 2025Q4: 16,127 shares 16,127 $759K 0.03% +279 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 11,601 shares; 2025Q4: 15,126 shares 15,126 $754K 0.03% +3,525 Timeline PJUN 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: 24,365 shares; 2024Q4: 24,234 shares; 2025Q1: 17,922 shares; 2025Q2: 19,609 shares; 2025Q3: 18,003 shares; 2025Q4: 18,003 shares 18,003 $754K 0.03% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 17,474 shares; 2025Q1: 20,807 shares; 2025Q2: 25,404 shares; 2025Q3: 31,050 shares; 2025Q4: 31,846 shares 31,846 $753K 0.03% +796 Timeline BNOV 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: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 16,895 shares 16,895 $751K 0.03% +11,944 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,647 shares; 2024Q4: 11,116 shares; 2025Q1: 10,616 shares; 2025Q2: 9,139 shares; 2025Q3: 9,242 shares; 2025Q4: 9,213 shares 9,213 $744K 0.02% -29 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,723 shares 29,723 $739K 0.02% new 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: 9,600 shares; 2024Q4: not reported; 2025Q1: 8,428 shares; 2025Q2: 8,466 shares; 2025Q3: 6,450 shares; 2025Q4: 7,978 shares 7,978 $738K 0.02% +1,528 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 9,481 shares; 2025Q1: 9,008 shares; 2025Q2: 4,386 shares; 2025Q3: 3,461 shares; 2025Q4: 4,582 shares 4,582 $737K 0.02% +1,121 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,415 shares; 2025Q3: 12,011 shares; 2025Q4: 19,362 shares 19,362 $731K 0.02% +7,351 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: 23,503 shares; 2024Q4: 22,904 shares; 2025Q1: 28,277 shares; 2025Q2: 20,452 shares; 2025Q3: 8,817 shares; 2025Q4: 9,873 shares 9,873 $731K 0.02% +1,056 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,575 shares; 2025Q1: 5,579 shares; 2025Q2: 3,794 shares; 2025Q3: 621 shares; 2025Q4: 542 shares 542 $721K 0.02% -79 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,234 shares; 2025Q2: 5,496 shares; 2025Q3: 5,321 shares; 2025Q4: 8,729 shares 8,729 $719K 0.02% +3,408 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,815 shares; 2024Q4: 2,848 shares; 2025Q1: 2,739 shares; 2025Q2: 14,288 shares; 2025Q3: 15,963 shares; 2025Q4: 15,618 shares 15,618 $717K 0.02% -345 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,947 shares; 2024Q4: 66,903 shares; 2025Q1: 68,396 shares; 2025Q2: 92,669 shares; 2025Q3: 89,763 shares; 2025Q4: 88,269 shares 88,269 $716K 0.02% -1,494 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: 19,104 shares; 2024Q4: 19,104 shares; 2025Q1: 19,104 shares; 2025Q2: 19,104 shares; 2025Q3: 17,001 shares; 2025Q4: 16,537 shares 16,537 $715K 0.02% -464 Timeline BFEB 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: 2,065 shares; 2024Q4: 2,065 shares; 2025Q1: 16,225 shares; 2025Q2: 14,775 shares; 2025Q3: 14,656 shares; 2025Q4: 14,654 shares 14,654 $713K 0.02% -2 Timeline VNLA 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: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 3,229 shares; 2025Q2: 3,934 shares; 2025Q3: 13,089 shares; 2025Q4: 14,315 shares 14,315 $703K 0.02% +1,226 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: 11,932 shares; 2024Q4: 11,134 shares; 2025Q1: 10,924 shares; 2025Q2: 10,345 shares; 2025Q3: 9,403 shares; 2025Q4: 9,442 shares 9,442 $701K 0.02% +39 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: 7,452 shares; 2024Q4: 7,451 shares; 2025Q1: 7,451 shares; 2025Q2: 7,256 shares; 2025Q3: 6,226 shares; 2025Q4: 6,061 shares 6,061 $689K 0.02% -165 Timeline TMFC 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: 540 shares; 2024Q4: 542 shares; 2025Q1: 622 shares; 2025Q2: 9,511 shares; 2025Q3: 9,529 shares; 2025Q4: 9,564 shares 9,564 $686K 0.02% +35 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,373 shares; 2024Q4: 7,254 shares; 2025Q1: 5,112 shares; 2025Q2: 5,112 shares; 2025Q3: 5,111 shares; 2025Q4: 14,593 shares 14,593 $686K 0.02% +9,482 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 5,169 shares; 2025Q1: 3,424 shares; 2025Q2: 2,901 shares; 2025Q3: 3,001 shares; 2025Q4: 2,832 shares 2,832 $683K 0.02% -169 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: 5,075 shares; 2024Q4: 4,985 shares; 2025Q1: 4,885 shares; 2025Q2: 4,339 shares; 2025Q3: 4,790 shares; 2025Q4: 4,826 shares 4,826 $681K 0.02% +36 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: 59,511 shares; 2024Q4: 16,412 shares; 2025Q1: 11,695 shares; 2025Q2: 7,510 shares; 2025Q3: 8,562 shares; 2025Q4: 7,602 shares 7,602 $673K 0.02% -960 Timeline TJUL 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: 26,133 shares; 2025Q1: 26,133 shares; 2025Q2: 24,283 shares; 2025Q3: 22,679 shares; 2025Q4: 22,683 shares 22,683 $671K 0.02% +4 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: not reported; 2024Q4: 8,691 shares; 2025Q1: 20,207 shares; 2025Q2: 20,207 shares; 2025Q3: 19,907 shares; 2025Q4: 19,548 shares 19,548 $670K 0.02% -359 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,042 shares; 2024Q4: 10,298 shares; 2025Q1: 8,850 shares; 2025Q2: 5,666 shares; 2025Q3: 5,023 shares; 2025Q4: 5,317 shares 5,317 $669K 0.02% +294 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,027 shares; 2024Q4: 8,833 shares; 2025Q1: 9,205 shares; 2025Q2: 9,017 shares; 2025Q3: 8,933 shares; 2025Q4: 14,258 shares 14,258 $667K 0.02% +5,325 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,944 shares; 2024Q4: 8,953 shares; 2025Q1: 9,027 shares; 2025Q2: 3,246 shares; 2025Q3: 3,071 shares; 2025Q4: 5,040 shares 5,040 $667K 0.02% +1,969 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,434 shares; 2025Q3: 16,581 shares; 2025Q4: 16,599 shares 16,599 $655K 0.02% +18 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 68 shares; 2025Q1: 70 shares; 2025Q2: 150 shares; 2025Q3: 141 shares; 2025Q4: 2,297 shares 2,297 $651K 0.02% +2,156 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,518 shares; 2024Q4: 18,883 shares; 2025Q1: 17,663 shares; 2025Q2: 13,061 shares; 2025Q3: 12,833 shares; 2025Q4: 12,060 shares 12,060 $649K 0.02% -773 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: 7,130 shares; 2024Q4: 4,676 shares; 2025Q1: 4,677 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 5,338 shares 5,338 $649K 0.02% +875 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,879 shares; 2024Q4: 10,740 shares; 2025Q1: 9,743 shares; 2025Q2: 6,053 shares; 2025Q3: 6,004 shares; 2025Q4: 5,824 shares 5,824 $646K 0.02% -180 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: 5,740 shares; 2024Q4: 4,543 shares; 2025Q1: 4,596 shares; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 4,566 shares 4,566 $644K 0.02% +100 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 146 shares; 2025Q1: 174 shares; 2025Q2: 2,005 shares; 2025Q3: 2,006 shares; 2025Q4: 1,803 shares 1,803 $644K 0.02% -203 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,307 shares; 2025Q1: 2,317 shares; 2025Q2: 2,333 shares; 2025Q3: 2,101 shares; 2025Q4: 2,165 shares 2,165 $636K 0.02% +64 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 10,429 shares; 2025Q1: 9,531 shares; 2025Q2: 9,277 shares; 2025Q3: 9,167 shares; 2025Q4: 9,167 shares 9,167 $635K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,587 shares; 2024Q4: 8,638 shares; 2025Q1: 8,330 shares; 2025Q2: 4,080 shares; 2025Q3: 3,336 shares; 2025Q4: 2,731 shares 2,731 $632K 0.02% -605 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 7,599 shares; 2025Q1: 7,608 shares; 2025Q2: 8,541 shares; 2025Q3: 8,570 shares; 2025Q4: 8,577 shares 8,577 $630K 0.02% +7 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,175 shares; 2024Q4: 25,400 shares; 2025Q1: 24,826 shares; 2025Q2: 23,252 shares; 2025Q3: 21,572 shares; 2025Q4: 20,583 shares 20,583 $627K 0.02% -989 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 3,922 shares; 2025Q4: 21,846 shares 21,846 $627K 0.02% +17,924 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 706 shares; 2025Q1: 667 shares; 2025Q2: 575 shares; 2025Q3: 443 shares; 2025Q4: 689 shares 689 $624K 0.02% +246 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: 877 shares; 2024Q4: 3,655 shares; 2025Q1: 55,553 shares; 2025Q2: 46,872 shares; 2025Q3: 5,838 shares; 2025Q4: 5,790 shares 5,790 $612K 0.02% -48 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: 2,482 shares; 2024Q4: 2,462 shares; 2025Q1: 2,475 shares; 2025Q2: 1,009 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares 1,010 $610K 0.02% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,511 shares; 2024Q4: 29,976 shares; 2025Q1: 33,896 shares; 2025Q2: 37,364 shares; 2025Q3: 40,202 shares; 2025Q4: 41,243 shares 41,243 $606K 0.02% +1,041 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 6,386 shares; 2025Q1: 7,065 shares; 2025Q2: 6,228 shares; 2025Q3: 5,960 shares; 2025Q4: 6,556 shares 6,556 $603K 0.02% +596 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,681 shares; 2025Q1: 24,010 shares; 2025Q2: 17,726 shares; 2025Q3: 15,333 shares; 2025Q4: 12,035 shares 12,035 $603K 0.02% -3,298 Timeline EWW 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: 9,763 shares; 2024Q4: 8,642 shares; 2025Q1: 8,642 shares; 2025Q2: 9,488 shares; 2025Q3: 8,676 shares; 2025Q4: 8,677 shares 8,677 $602K 0.02% +1 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,164 shares 4,164 $599K 0.02% new Timeline