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: 269,769 shares; 2024Q4: 268,583 shares; 2025Q1: 245,326 shares; 2025Q2: 282,849 shares; 2025Q3: 317,487 shares; 2025Q4: 599,907 shares 599,907 $112M 3.14% +282,420 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,186 shares; 2024Q4: 989,924 shares; 2025Q1: 893,481 shares; 2025Q2: 1,210,832 shares; 2025Q3: 1,103,294 shares; 2025Q4: 3,486,174 shares 3,486,174 $93M 2.61% +2,382,880 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: 366,122 shares; 2024Q4: 368,481 shares; 2025Q1: 309,524 shares; 2025Q2: 349,028 shares; 2025Q3: 310,652 shares; 2025Q4: 1,112,501 shares 1,112,501 $89.2M 2.5% +801,849 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: 198,765 shares; 2024Q4: 189,857 shares; 2025Q1: 186,611 shares; 2025Q2: 187,854 shares; 2025Q3: 177,401 shares; 2025Q4: 320,990 shares 320,990 $87.3M 2.45% +143,589 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: 973,108 shares; 2024Q4: 972,991 shares; 2025Q1: 815,047 shares; 2025Q2: 614,209 shares; 2025Q3: 597,647 shares; 2025Q4: 1,864,039 shares 1,864,039 $63.7M 1.78% +1,266,392 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,666 shares; 2024Q4: 805,226 shares; 2025Q1: 693,418 shares; 2025Q2: 678,158 shares; 2025Q3: 608,422 shares; 2025Q4: 1,698,855 shares 1,698,855 $62.8M 1.76% +1,090,433 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: 125,769 shares; 2024Q4: 118,480 shares; 2025Q1: 106,769 shares; 2025Q2: 108,697 shares; 2025Q3: 114,939 shares; 2025Q4: 270,509 shares 270,509 $62.4M 1.75% +155,570 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491,542 shares; 2025Q2: 538,186 shares; 2025Q3: 542,202 shares; 2025Q4: 1,652,483 shares 1,652,483 $60.6M 1.7% +1,110,281 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: 73,571 shares; 2024Q4: 74,631 shares; 2025Q1: 69,495 shares; 2025Q2: 68,017 shares; 2025Q3: 66,180 shares; 2025Q4: 124,545 shares 124,545 $60.2M 1.69% +58,365 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,815 shares; 2024Q4: 448,483 shares; 2025Q1: 369,597 shares; 2025Q2: 551,286 shares; 2025Q3: 244,831 shares; 2025Q4: 961,706 shares 961,706 $60.1M 1.68% +716,875 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: 26,862 shares; 2024Q4: 24,724 shares; 2025Q1: 16,099 shares; 2025Q2: 21,657 shares; 2025Q3: 20,836 shares; 2025Q4: 78,296 shares 78,296 $53.4M 1.5% +57,460 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: 98,496 shares; 2024Q4: 102,214 shares; 2025Q1: 95,773 shares; 2025Q2: 96,332 shares; 2025Q3: 94,766 shares; 2025Q4: 170,012 shares 170,012 $53.2M 1.49% +75,246 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: 43,031 shares; 2024Q4: 44,537 shares; 2025Q1: not reported; 2025Q2: 45,766 shares; 2025Q3: 44,056 shares; 2025Q4: 98,818 shares 98,818 $49.7M 1.39% +54,762 Timeline AVUS 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: 349,317 shares; 2024Q4: 362,344 shares; 2025Q1: 373,629 shares; 2025Q2: 408,323 shares; 2025Q3: 411,910 shares; 2025Q4: 428,096 shares 428,096 $47.9M 1.34% +16,186 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,604 shares; 2024Q4: 52,357 shares; 2025Q1: 45,433 shares; 2025Q2: 50,972 shares; 2025Q3: 50,980 shares; 2025Q4: 69,557 shares 69,557 $47.6M 1.34% +18,577 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: 440,586 shares; 2024Q4: 444,332 shares; 2025Q1: 385,202 shares; 2025Q2: 390,240 shares; 2025Q3: 348,595 shares; 2025Q4: 990,493 shares 990,493 $46.4M 1.3% +641,898 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,376 shares; 2024Q4: 472,035 shares; 2025Q1: 415,861 shares; 2025Q2: 327,476 shares; 2025Q3: 253,170 shares; 2025Q4: 864,545 shares 864,545 $45.3M 1.27% +611,375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,054 shares; 2025Q3: 118,681 shares; 2025Q4: 360,984 shares 360,984 $43.1M 1.21% +242,303 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,511 shares; 2024Q4: 501,697 shares; 2025Q1: 430,054 shares; 2025Q2: 422,570 shares; 2025Q3: 380,757 shares; 2025Q4: 1,341,902 shares 1,341,902 $41.6M 1.17% +961,145 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,783 shares; 2024Q4: 138,837 shares; 2025Q1: 120,879 shares; 2025Q2: 131,392 shares; 2025Q3: 118,205 shares; 2025Q4: 399,852 shares 399,852 $37.7M 1.06% +281,647 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: 34,963 shares; 2024Q4: 35,949 shares; 2025Q1: 32,721 shares; 2025Q2: 33,393 shares; 2025Q3: 89,142 shares; 2025Q4: 103,474 shares 103,474 $36.3M 1.02% +14,332 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,219 shares; 2024Q4: 406,051 shares; 2025Q1: 368,425 shares; 2025Q2: 549,661 shares; 2025Q3: 387,468 shares; 2025Q4: 1,449,293 shares 1,449,293 $36.1M 1.01% +1,061,825 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: 22,183 shares; 2024Q4: 22,722 shares; 2025Q1: 20,279 shares; 2025Q2: 21,142 shares; 2025Q3: 29,399 shares; 2025Q4: 54,594 shares 54,594 $36M 1.01% +25,195 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,689 shares; 2025Q3: 122,865 shares; 2025Q4: 359,839 shares 359,839 $34.6M 0.97% +236,974 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: 236,608 shares; 2024Q4: 257,418 shares; 2025Q1: 223,267 shares; 2025Q2: 289,604 shares; 2025Q3: 254,352 shares; 2025Q4: 682,190 shares 682,190 $34.5M 0.97% +427,838 Timeline SLYV 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: 146,361 shares; 2024Q4: 147,567 shares; 2025Q1: 128,416 shares; 2025Q2: 146,171 shares; 2025Q3: 131,946 shares; 2025Q4: 370,199 shares 370,199 $33.7M 0.94% +238,253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,879 shares; 2025Q4: 67,457 shares 67,457 $31.9M 0.89% -1,422 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: 19,683 shares; 2024Q4: 18,931 shares; 2025Q1: 16,144 shares; 2025Q2: 17,648 shares; 2025Q3: 36,494 shares; 2025Q4: 69,198 shares 69,198 $31.1M 0.87% +32,704 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: 79,518 shares; 2024Q4: 90,539 shares; 2025Q1: 88,645 shares; 2025Q2: 131,297 shares; 2025Q3: 157,268 shares; 2025Q4: 340,044 shares 340,044 $31.1M 0.87% +182,776 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,766 shares; 2024Q4: 351,056 shares; 2025Q1: 412,633 shares; 2025Q2: 429,236 shares; 2025Q3: 454,623 shares; 2025Q4: 429,845 shares 429,845 $30.8M 0.86% -24,778 Timeline IDHQ 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: 348,475 shares; 2024Q4: 358,536 shares; 2025Q1: 313,075 shares; 2025Q2: 328,572 shares; 2025Q3: 299,608 shares; 2025Q4: 834,521 shares 834,521 $29.3M 0.82% +534,913 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: 391,089 shares; 2024Q4: 384,509 shares; 2025Q1: 329,579 shares; 2025Q2: 153,636 shares; 2025Q3: 139,194 shares; 2025Q4: 531,245 shares 531,245 $29.1M 0.82% +392,051 Timeline PRFZ 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: 190,097 shares; 2024Q4: 187,945 shares; 2025Q1: 160,351 shares; 2025Q2: 254,551 shares; 2025Q3: 227,864 shares; 2025Q4: 627,859 shares 627,859 $28.8M 0.81% +399,995 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: 273,546 shares; 2024Q4: 295,474 shares; 2025Q1: 303,011 shares; 2025Q2: 318,824 shares; 2025Q3: 324,371 shares; 2025Q4: 338,979 shares 338,979 $27.9M 0.78% +14,608 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,883 shares; 2024Q4: 732,171 shares; 2025Q1: 759,359 shares; 2025Q2: 636,851 shares; 2025Q3: 647,181 shares; 2025Q4: 690,443 shares 690,443 $27.8M 0.78% +43,262 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: 12,052 shares; 2024Q4: 10,700 shares; 2025Q1: not reported; 2025Q2: 35,622 shares; 2025Q3: 33,684 shares; 2025Q4: 189,913 shares 189,913 $27.3M 0.77% +156,229 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: 90,917 shares; 2024Q4: 91,546 shares; 2025Q1: 81,565 shares; 2025Q2: 85,390 shares; 2025Q3: 77,230 shares; 2025Q4: 276,185 shares 276,185 $25.5M 0.72% +198,955 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,602 shares; 2024Q4: 137,068 shares; 2025Q1: 119,855 shares; 2025Q2: 176,462 shares; 2025Q3: 136,078 shares; 2025Q4: 493,050 shares 493,050 $25.1M 0.7% +356,972 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: 33,763 shares; 2024Q4: 34,030 shares; 2025Q1: 31,870 shares; 2025Q2: 31,601 shares; 2025Q3: 30,758 shares; 2025Q4: 74,791 shares 74,791 $24.1M 0.68% +44,033 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: 12,819 shares; 2024Q4: 13,229 shares; 2025Q1: 12,832 shares; 2025Q2: 14,067 shares; 2025Q3: 31,166 shares; 2025Q4: 40,740 shares 40,740 $23.3M 0.65% +9,574 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: 37,655 shares; 2024Q4: 32,924 shares; 2025Q1: 17,705 shares; 2025Q2: 172,176 shares; 2025Q3: 188,788 shares; 2025Q4: 242,005 shares 242,005 $21.6M 0.61% +53,217 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: 90,713 shares; 2024Q4: 89,554 shares; 2025Q1: 80,300 shares; 2025Q2: 56,476 shares; 2025Q3: 51,098 shares; 2025Q4: 135,082 shares 135,082 $21M 0.59% +83,984 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,772 shares; 2024Q4: 100,224 shares; 2025Q1: 88,705 shares; 2025Q2: 92,410 shares; 2025Q3: 83,758 shares; 2025Q4: 240,820 shares 240,820 $20.4M 0.57% +157,062 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: 20,095 shares; 2024Q4: 19,649 shares; 2025Q1: 19,662 shares; 2025Q2: 22,198 shares; 2025Q3: 22,069 shares; 2025Q4: 32,615 shares 32,615 $20M 0.56% +10,546 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,602 shares; 2024Q4: 433,325 shares; 2025Q1: 451,996 shares; 2025Q2: 487,190 shares; 2025Q3: 502,564 shares; 2025Q4: 523,323 shares 523,323 $19.9M 0.56% +20,759 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,788 shares; 2024Q4: 157,664 shares; 2025Q1: 161,984 shares; 2025Q2: 184,167 shares; 2025Q3: 186,775 shares; 2025Q4: 193,051 shares 193,051 $19.7M 0.55% +6,276 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: 79,969 shares; 2024Q4: 84,847 shares; 2025Q1: 80,468 shares; 2025Q2: 93,935 shares; 2025Q3: 84,096 shares; 2025Q4: 193,393 shares 193,393 $19.3M 0.54% +109,297 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,818 shares; 2024Q4: 101,751 shares; 2025Q1: 104,744 shares; 2025Q2: 112,609 shares; 2025Q3: 115,857 shares; 2025Q4: 250,258 shares 250,258 $19.3M 0.54% +134,401 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,198 shares; 2024Q4: 37,627 shares; 2025Q1: 30,701 shares; 2025Q2: 28,688 shares; 2025Q3: 25,641 shares; 2025Q4: 71,467 shares 71,467 $19.2M 0.54% +45,826 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,693 shares 202,693 $19M 0.53% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,812 shares; 2025Q3: 79,716 shares; 2025Q4: 441,768 shares 441,768 $18.9M 0.53% +362,052 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,392 shares; 2024Q4: 126,788 shares; 2025Q1: 148,779 shares; 2025Q2: 131,797 shares; 2025Q3: 128,042 shares; 2025Q4: 374,116 shares 374,116 $18.8M 0.53% +246,074 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: 389,863 shares; 2024Q4: 384,775 shares; 2025Q1: 332,487 shares; 2025Q2: 206,283 shares; 2025Q3: 188,199 shares; 2025Q4: 460,873 shares 460,873 $18.6M 0.52% +272,674 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502,877 shares 502,877 $18.4M 0.52% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,726 shares 26,726 $18M 0.5% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,254 shares; 2025Q1: 104,468 shares; 2025Q2: 116,260 shares; 2025Q3: 105,030 shares; 2025Q4: 294,887 shares 294,887 $17.8M 0.5% +189,857 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: 51,286 shares; 2024Q4: 50,216 shares; 2025Q1: 48,103 shares; 2025Q2: 47,579 shares; 2025Q3: 47,766 shares; 2025Q4: 88,669 shares 88,669 $17.7M 0.5% +40,903 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,749 shares 96,749 $17.2M 0.48% new Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401,695 shares 401,695 $17.2M 0.48% new 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: 458,441 shares; 2024Q4: 478,821 shares; 2025Q1: 411,575 shares; 2025Q2: 423,274 shares; 2025Q3: 428,724 shares; 2025Q4: 368,692 shares 368,692 $17.2M 0.48% -60,032 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147,893 shares; 2025Q3: 136,385 shares; 2025Q4: 371,681 shares 371,681 $16.7M 0.47% +235,296 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,179 shares; 2024Q4: 306,083 shares; 2025Q1: 313,218 shares; 2025Q2: 369,935 shares; 2025Q3: 197,032 shares; 2025Q4: 744,182 shares 744,182 $16.6M 0.47% +547,150 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,501 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,535 shares 127,535 $16.5M 0.46% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,882 shares 45,882 $15.9M 0.45% new 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: 97,764 shares; 2024Q4: 87,587 shares; 2025Q1: 89,453 shares; 2025Q2: 91,209 shares; 2025Q3: 94,013 shares; 2025Q4: 136,678 shares 136,678 $15.2M 0.43% +42,665 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: 29,255 shares; 2024Q4: 27,593 shares; 2025Q1: 26,598 shares; 2025Q2: 32,472 shares; 2025Q3: 24,237 shares; 2025Q4: 48,654 shares 48,654 $14.8M 0.41% +24,417 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: 28,128 shares; 2024Q4: 28,351 shares; 2025Q1: 24,761 shares; 2025Q2: 24,122 shares; 2025Q3: 25,751 shares; 2025Q4: 46,914 shares 46,914 $14.7M 0.41% +21,163 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: 56,900 shares; 2024Q4: 50,522 shares; 2025Q1: 44,038 shares; 2025Q2: 38,701 shares; 2025Q3: 27,988 shares; 2025Q4: 74,355 shares 74,355 $14.5M 0.41% +46,367 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,754 shares; 2024Q4: 94,838 shares; 2025Q1: 99,150 shares; 2025Q2: 108,182 shares; 2025Q3: 123,910 shares; 2025Q4: 139,727 shares 139,727 $14.3M 0.4% +15,817 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,706 shares; 2024Q4: 325,750 shares; 2025Q1: 320,060 shares; 2025Q2: 219,479 shares; 2025Q3: 68,338 shares; 2025Q4: 369,133 shares 369,133 $13.4M 0.37% +300,795 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,774 shares; 2024Q4: 232,933 shares; 2025Q1: 223,012 shares; 2025Q2: 174,390 shares; 2025Q3: 70,059 shares; 2025Q4: 257,239 shares 257,239 $13.2M 0.37% +187,180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,747 shares; 2025Q3: 22,165 shares; 2025Q4: 109,621 shares 109,621 $13.1M 0.37% +87,456 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: 118,631 shares; 2024Q4: 119,377 shares; 2025Q1: 114,142 shares; 2025Q2: 118,929 shares; 2025Q3: 118,928 shares; 2025Q4: 104,589 shares 104,589 $12.9M 0.36% -14,339 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: 19,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,958 shares; 2025Q3: 68,863 shares; 2025Q4: 126,189 shares 126,189 $12.6M 0.35% +57,326 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: 10,452 shares; 2024Q4: 10,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,779 shares 19,779 $12.4M 0.35% new 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: 176,876 shares; 2024Q4: 180,928 shares; 2025Q1: not reported; 2025Q2: 177,981 shares; 2025Q3: 179,225 shares; 2025Q4: 199,269 shares 199,269 $12.1M 0.34% +20,044 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,209 shares; 2024Q4: 518,157 shares; 2025Q1: 193,081 shares; 2025Q2: 205,459 shares; 2025Q3: 156,979 shares; 2025Q4: 158,196 shares 158,196 $11.9M 0.33% +1,217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,492 shares; 2025Q4: 71,149 shares 71,149 $11.5M 0.32% +48,657 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: 60,228 shares; 2024Q4: 54,080 shares; 2025Q1: 60,880 shares; 2025Q2: 129,731 shares; 2025Q3: 131,185 shares; 2025Q4: 325,841 shares 325,841 $11.2M 0.31% +194,656 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,175 shares; 2024Q4: 26,767 shares; 2025Q1: 37,219 shares; 2025Q2: 38,278 shares; 2025Q3: 38,866 shares; 2025Q4: 52,375 shares 52,375 $11.1M 0.31% +13,509 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: not reported; 2024Q4: not reported; 2025Q1: 11,535 shares; 2025Q2: 21,186 shares; 2025Q3: 19,828 shares; 2025Q4: 42,692 shares 42,692 $11M 0.31% +22,864 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,691 shares; 2024Q4: 113,635 shares; 2025Q1: 120,532 shares; 2025Q2: 123,891 shares; 2025Q3: 138,267 shares; 2025Q4: 146,340 shares 146,340 $11M 0.31% +8,073 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: 51,493 shares; 2024Q4: 51,628 shares; 2025Q1: 49,654 shares; 2025Q2: 52,366 shares; 2025Q3: 47,375 shares; 2025Q4: 88,800 shares 88,800 $10.7M 0.3% +41,425 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: 34,023 shares; 2024Q4: 35,603 shares; 2025Q1: 32,384 shares; 2025Q2: 32,786 shares; 2025Q3: 27,801 shares; 2025Q4: 66,615 shares 66,615 $10.7M 0.3% +38,814 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: 65,995 shares; 2024Q4: 68,989 shares; 2025Q1: 65,047 shares; 2025Q2: 68,458 shares; 2025Q3: 66,193 shares; 2025Q4: 51,926 shares 51,926 $10.3M 0.29% -14,267 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: 15,330 shares; 2024Q4: 15,948 shares; 2025Q1: 15,336 shares; 2025Q2: 18,550 shares; 2025Q3: 20,005 shares; 2025Q4: 37,904 shares 37,904 $10M 0.28% +17,899 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: 136,066 shares; 2024Q4: 140,926 shares; 2025Q1: 103,260 shares; 2025Q2: 105,526 shares; 2025Q3: 106,238 shares; 2025Q4: 139,208 shares 139,208 $9.94M 0.28% +32,970 Timeline AVLV 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: 189,161 shares; 2024Q4: 142,459 shares; 2025Q1: 146,596 shares; 2025Q2: 147,151 shares; 2025Q3: 151,215 shares; 2025Q4: 130,615 shares 130,615 $9.9M 0.28% -20,600 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,819 shares; 2024Q4: 175,754 shares; 2025Q1: 169,995 shares; 2025Q2: 184,566 shares; 2025Q3: 42,991 shares; 2025Q4: 221,614 shares 221,614 $9.9M 0.28% +178,623 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: not reported; 2024Q4: not reported; 2025Q1: 11,237 shares; 2025Q2: 11,301 shares; 2025Q3: 11,600 shares; 2025Q4: 28,344 shares 28,344 $9.72M 0.27% +16,744 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: 43,482 shares; 2024Q4: 44,553 shares; 2025Q1: 59,235 shares; 2025Q2: 62,554 shares; 2025Q3: 62,361 shares; 2025Q4: 140,987 shares 140,987 $9.48M 0.27% +78,626 Timeline EDIV 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: 13,479 shares; 2024Q4: 12,938 shares; 2025Q1: 11,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,960 shares 240,960 $9.43M 0.26% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,777 shares; 2024Q4: 50,596 shares; 2025Q1: 57,045 shares; 2025Q2: 53,969 shares; 2025Q3: 59,096 shares; 2025Q4: 397,708 shares 397,708 $9.41M 0.26% +338,612 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,873 shares; 2024Q4: 20,871 shares; 2025Q1: 25,049 shares; 2025Q2: 22,634 shares; 2025Q3: 25,747 shares; 2025Q4: 248,675 shares 248,675 $9.16M 0.26% +222,928 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: 46,172 shares; 2024Q4: 47,635 shares; 2025Q1: 43,651 shares; 2025Q2: 43,239 shares; 2025Q3: 38,021 shares; 2025Q4: 98,227 shares 98,227 $9.15M 0.26% +60,206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,586 shares 10,586 $9.13M 0.26% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,879 shares; 2024Q4: 24,807 shares; 2025Q1: 30,223 shares; 2025Q2: 27,778 shares; 2025Q3: 32,456 shares; 2025Q4: 296,532 shares 296,532 $8.71M 0.24% +264,076 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: 24,800 shares; 2024Q4: 31,509 shares; 2025Q1: 25,626 shares; 2025Q2: 25,490 shares; 2025Q3: 23,894 shares; 2025Q4: 25,894 shares 25,894 $8.68M 0.24% +2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,386 shares 18,386 $8.62M 0.24% new 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: 10,206 shares; 2024Q4: 10,706 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,015 shares 25,015 $8.45M 0.24% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,182 shares; 2024Q4: 75,533 shares; 2025Q1: 96,274 shares; 2025Q2: 128,687 shares; 2025Q3: 174,267 shares; 2025Q4: 220,289 shares 220,289 $8.42M 0.24% +46,022 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: 42,497 shares; 2024Q4: 43,412 shares; 2025Q1: 42,737 shares; 2025Q2: 56,311 shares; 2025Q3: 53,165 shares; 2025Q4: 107,306 shares 107,306 $8.27M 0.23% +54,141 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: 21,616 shares; 2024Q4: 19,760 shares; 2025Q1: 20,440 shares; 2025Q2: 21,001 shares; 2025Q3: 20,746 shares; 2025Q4: 100,631 shares 100,631 $8.22M 0.23% +79,885 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,628 shares 20,628 $8.17M 0.23% new Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,600 shares; 2025Q3: 23,561 shares; 2025Q4: 82,390 shares 82,390 $8.12M 0.23% +58,829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,380 shares 13,380 $7.67M 0.21% new 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: 28,364 shares; 2024Q4: 25,102 shares; 2025Q1: 24,198 shares; 2025Q2: 52,163 shares; 2025Q3: 59,641 shares; 2025Q4: 71,089 shares 71,089 $7.58M 0.21% +11,448 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,157 shares; 2024Q4: 17,449 shares; 2025Q1: 16,503 shares; 2025Q2: 17,069 shares; 2025Q3: 16,535 shares; 2025Q4: 33,582 shares 33,582 $7.57M 0.21% +17,047 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220,051 shares 220,051 $7.49M 0.21% new 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: 10,920 shares; 2024Q4: 10,151 shares; 2025Q1: not reported; 2025Q2: 13,913 shares; 2025Q3: 13,790 shares; 2025Q4: 25,604 shares 25,604 $7.31M 0.2% +11,814 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: 11,538 shares; 2024Q4: 11,800 shares; 2025Q1: 11,201 shares; 2025Q2: 11,050 shares; 2025Q3: 10,673 shares; 2025Q4: 21,111 shares 21,111 $7.26M 0.2% +10,438 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: 34,034 shares; 2024Q4: 36,645 shares; 2025Q1: 34,437 shares; 2025Q2: 35,635 shares; 2025Q3: 33,544 shares; 2025Q4: 63,401 shares 63,401 $7.21M 0.2% +29,857 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,610 shares 63,610 $7.19M 0.2% new Timeline JGRO 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: 120,687 shares; 2024Q4: 294,345 shares; 2025Q1: 361,285 shares; 2025Q2: 378,412 shares; 2025Q3: 90,006 shares; 2025Q4: 77,362 shares 77,362 $7.18M 0.2% -12,644 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,700 shares; 2024Q4: 34,581 shares; 2025Q1: 32,096 shares; 2025Q2: 46,690 shares; 2025Q3: 15,221 shares; 2025Q4: 73,221 shares 73,221 $7.16M 0.2% +58,000 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: not reported; 2024Q4: not reported; 2025Q1: 20,561 shares; 2025Q2: 19,921 shares; 2025Q3: 22,193 shares; 2025Q4: 33,350 shares 33,350 $7.16M 0.2% +11,157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,965 shares; 2025Q3: 11,955 shares; 2025Q4: 34,389 shares 34,389 $7.12M 0.2% +22,434 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: 313,004 shares; 2024Q4: 299,529 shares; 2025Q1: 249,926 shares; 2025Q2: 12,367 shares; 2025Q3: not reported; 2025Q4: 145,005 shares 145,005 $6.93M 0.19% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,142 shares 47,142 $6.91M 0.19% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,058 shares 53,058 $6.77M 0.19% new 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: 12,470 shares; 2024Q4: 12,801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,650 shares 72,650 $6.65M 0.19% new 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: 13,635 shares; 2024Q4: 14,523 shares; 2025Q1: 14,260 shares; 2025Q2: 10,212 shares; 2025Q3: not reported; 2025Q4: 24,317 shares 24,317 $6.6M 0.18% new 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: 64,762 shares; 2024Q4: 59,840 shares; 2025Q1: 39,411 shares; 2025Q2: 35,044 shares; 2025Q3: 30,821 shares; 2025Q4: 107,819 shares 107,819 $6.59M 0.18% +76,998 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,778 shares; 2024Q4: 28,384 shares; 2025Q1: 27,614 shares; 2025Q2: 29,475 shares; 2025Q3: 27,097 shares; 2025Q4: 67,780 shares 67,780 $6.51M 0.18% +40,683 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: not reported; 2024Q4: 14,759 shares; 2025Q1: 15,407 shares; 2025Q2: 11,561 shares; 2025Q3: 12,363 shares; 2025Q4: 33,816 shares 33,816 $6.23M 0.17% +21,453 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: 15,839 shares; 2024Q4: 15,809 shares; 2025Q1: 14,348 shares; 2025Q2: 16,707 shares; 2025Q3: 16,921 shares; 2025Q4: 36,054 shares 36,054 $6.17M 0.17% +19,133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,043 shares 38,043 $6.16M 0.17% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,470 shares 93,470 $6.11M 0.17% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,633 shares; 2024Q4: 63,024 shares; 2025Q1: 43,670 shares; 2025Q2: 39,430 shares; 2025Q3: 34,401 shares; 2025Q4: 127,960 shares 127,960 $6M 0.17% +93,559 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,442 shares 26,442 $5.9M 0.17% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,435 shares 165,435 $5.87M 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: 32,232 shares; 2025Q2: 33,941 shares; 2025Q3: 34,595 shares; 2025Q4: 57,752 shares 57,752 $5.87M 0.16% +23,157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,427 shares 17,427 $5.87M 0.16% new Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,766 shares; 2024Q4: 19,428 shares; 2025Q1: 25,109 shares; 2025Q2: 24,105 shares; 2025Q3: not reported; 2025Q4: 126,113 shares 126,113 $5.86M 0.16% new 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: 36,954 shares; 2024Q4: 34,920 shares; 2025Q1: 32,056 shares; 2025Q2: 32,907 shares; 2025Q3: 33,122 shares; 2025Q4: 67,598 shares 67,598 $5.69M 0.16% +34,476 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: 27,882 shares; 2024Q4: 26,998 shares; 2025Q1: 64,779 shares; 2025Q2: 63,780 shares; 2025Q3: 63,913 shares; 2025Q4: 69,375 shares 69,375 $5.63M 0.16% +5,462 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,883 shares; 2024Q4: 15,543 shares; 2025Q1: 14,264 shares; 2025Q2: 20,048 shares; 2025Q3: not reported; 2025Q4: 36,612 shares 36,612 $5.6M 0.16% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287,921 shares 287,921 $5.57M 0.16% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,848 shares; 2024Q4: 781,007 shares; 2025Q1: 724,921 shares; 2025Q2: 356,080 shares; 2025Q3: 143,086 shares; 2025Q4: 533,474 shares 533,474 $5.55M 0.16% +390,388 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: 15,743 shares; 2024Q4: 15,567 shares; 2025Q1: 14,495 shares; 2025Q2: 12,981 shares; 2025Q3: 12,830 shares; 2025Q4: 55,285 shares 55,285 $5.55M 0.16% +42,455 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,100 shares; 2025Q3: 113,643 shares; 2025Q4: 176,621 shares 176,621 $5.49M 0.15% +62,978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,297 shares 22,297 $5.49M 0.15% new 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: 43,754 shares; 2024Q4: 49,655 shares; 2025Q1: 81,916 shares; 2025Q2: 74,144 shares; 2025Q3: 73,039 shares; 2025Q4: 72,310 shares 72,310 $5.31M 0.15% -729 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: 19,273 shares; 2024Q4: 20,364 shares; 2025Q1: 18,433 shares; 2025Q2: 18,607 shares; 2025Q3: 16,503 shares; 2025Q4: 37,705 shares 37,705 $5.2M 0.15% +21,202 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,370 shares 17,370 $5.14M 0.14% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 17,560 shares 17,560 $5.04M 0.14% new 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: 19,554 shares; 2024Q4: 20,642 shares; 2025Q1: 25,408 shares; 2025Q2: 26,389 shares; 2025Q3: 23,791 shares; 2025Q4: 53,344 shares 53,344 $4.99M 0.14% +29,553 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: 29,075 shares; 2024Q4: 20,772 shares; 2025Q1: 20,446 shares; 2025Q2: 18,116 shares; 2025Q3: 18,099 shares; 2025Q4: 19,691 shares 19,691 $4.98M 0.14% +1,592 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,545 shares; 2024Q4: 22,556 shares; 2025Q1: 20,388 shares; 2025Q2: 20,257 shares; 2025Q3: 17,943 shares; 2025Q4: 42,465 shares 42,465 $4.93M 0.14% +24,522 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,709 shares; 2024Q4: 88,971 shares; 2025Q1: 87,985 shares; 2025Q2: 84,247 shares; 2025Q3: 86,159 shares; 2025Q4: 86,319 shares 86,319 $4.9M 0.14% +160 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: 103,944 shares; 2024Q4: 108,488 shares; 2025Q1: 95,489 shares; 2025Q2: 79,105 shares; 2025Q3: 76,849 shares; 2025Q4: 87,195 shares 87,195 $4.8M 0.13% +10,346 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,057 shares; 2025Q4: 24,340 shares 24,340 $4.72M 0.13% +14,283 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: 25,704 shares; 2024Q4: 28,816 shares; 2025Q1: 52,484 shares; 2025Q2: 72,202 shares; 2025Q3: 92,604 shares; 2025Q4: 127,360 shares 127,360 $4.7M 0.13% +34,756 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,498 shares; 2025Q2: 18,805 shares; 2025Q3: 15,803 shares; 2025Q4: 26,994 shares 26,994 $4.62M 0.13% +11,191 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,067 shares 119,067 $4.59M 0.13% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,297 shares 137,297 $4.57M 0.13% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,769 shares; 2024Q4: 65,259 shares; 2025Q1: 50,812 shares; 2025Q2: 49,839 shares; 2025Q3: 48,401 shares; 2025Q4: 47,796 shares 47,796 $4.55M 0.13% -605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,617 shares 33,617 $4.54M 0.13% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,377 shares 97,377 $4.43M 0.12% new 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: 70,124 shares; 2024Q4: 67,914 shares; 2025Q1: 40,425 shares; 2025Q2: 40,129 shares; 2025Q3: 39,905 shares; 2025Q4: 66,948 shares 66,948 $4.42M 0.12% +27,043 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,112 shares 61,112 $4.39M 0.12% new 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: 16,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,815 shares 19,815 $4.35M 0.12% new 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: 62,055 shares; 2024Q4: 55,625 shares; 2025Q1: 56,178 shares; 2025Q2: 54,272 shares; 2025Q3: 53,154 shares; 2025Q4: 76,347 shares 76,347 $4.34M 0.12% +23,193 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: 21,321 shares; 2024Q4: 21,368 shares; 2025Q1: 19,365 shares; 2025Q2: 18,577 shares; 2025Q3: 18,630 shares; 2025Q4: 35,253 shares 35,253 $4.24M 0.12% +16,623 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,594 shares; 2025Q3: 13,556 shares; 2025Q4: 31,158 shares 31,158 $4.23M 0.12% +17,602 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,473 shares; 2025Q3: 24,472 shares; 2025Q4: 53,701 shares 53,701 $4.22M 0.12% +29,229 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,203 shares 14,203 $4.2M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,482 shares 71,482 $4.19M 0.12% new 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: 32,467 shares; 2024Q4: 33,606 shares; 2025Q1: 67,168 shares; 2025Q2: 114,681 shares; 2025Q3: 102,707 shares; 2025Q4: 130,450 shares 130,450 $4.18M 0.12% +27,743 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,268 shares 27,268 $4.18M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,770 shares 41,770 $4.17M 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,273 shares 70,273 $4.08M 0.11% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,153 shares; 2025Q2: 14,226 shares; 2025Q3: 15,066 shares; 2025Q4: 16,207 shares 16,207 $4.06M 0.11% +1,141 Timeline ETHO 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: 29,143 shares; 2024Q4: 29,885 shares; 2025Q1: 28,006 shares; 2025Q2: 38,997 shares; 2025Q3: 12,150 shares; 2025Q4: 61,192 shares 61,192 $4M 0.11% +49,042 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: 28,203 shares; 2024Q4: 28,289 shares; 2025Q1: 27,995 shares; 2025Q2: 30,673 shares; 2025Q3: 21,973 shares; 2025Q4: 27,786 shares 27,786 $3.98M 0.11% +5,813 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,270 shares; 2024Q4: 89,888 shares; 2025Q1: 92,516 shares; 2025Q2: 94,041 shares; 2025Q3: 94,991 shares; 2025Q4: 96,121 shares 96,121 $3.95M 0.11% +1,130 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,579 shares; 2025Q3: 29,754 shares; 2025Q4: 42,175 shares 42,175 $3.92M 0.11% +12,421 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,087 shares 17,087 $3.9M 0.11% new 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: 11,816 shares; 2024Q4: 14,934 shares; 2025Q1: 13,946 shares; 2025Q2: 11,690 shares; 2025Q3: 10,863 shares; 2025Q4: 21,098 shares 21,098 $3.87M 0.11% +10,235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,452 shares 49,452 $3.85M 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,838 shares 10,838 $3.83M 0.11% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,960 shares 64,960 $3.82M 0.11% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,790 shares; 2025Q3: 72,879 shares; 2025Q4: 80,552 shares 80,552 $3.77M 0.11% +7,673 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: 10,309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,864 shares; 2025Q3: 10,596 shares; 2025Q4: 24,674 shares 24,674 $3.76M 0.11% +14,078 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 13,472 shares; 2025Q1: 12,628 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,199 shares 20,199 $3.75M 0.11% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,120 shares; 2025Q2: 11,120 shares; 2025Q3: 11,070 shares; 2025Q4: 28,507 shares 28,507 $3.74M 0.1% +17,437 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,959 shares 14,959 $3.68M 0.1% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,571 shares; 2024Q4: 30,903 shares; 2025Q1: 32,846 shares; 2025Q2: 39,321 shares; 2025Q3: 48,954 shares; 2025Q4: 100,431 shares 100,431 $3.64M 0.1% +51,477 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,677 shares; 2024Q4: 42,982 shares; 2025Q1: 41,820 shares; 2025Q2: 34,952 shares; 2025Q3: 17,341 shares; 2025Q4: 41,540 shares 41,540 $3.62M 0.1% +24,199 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: 20,837 shares; 2024Q4: 18,837 shares; 2025Q1: 18,461 shares; 2025Q2: 17,023 shares; 2025Q3: 17,240 shares; 2025Q4: 51,967 shares 51,967 $3.61M 0.1% +34,727 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: 31,961 shares; 2024Q4: 32,506 shares; 2025Q1: 29,961 shares; 2025Q2: 29,962 shares; 2025Q3: 28,619 shares; 2025Q4: 58,156 shares 58,156 $3.49M 0.1% +29,537 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: 19,670 shares; 2024Q4: 20,141 shares; 2025Q1: 19,732 shares; 2025Q2: 17,026 shares; 2025Q3: 16,046 shares; 2025Q4: 24,266 shares 24,266 $3.48M 0.1% +8,220 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,112 shares; 2025Q4: 154,152 shares 154,152 $3.43M 0.1% +113,040 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,929 shares; 2025Q4: 67,523 shares 67,523 $3.43M 0.1% +54,594 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,992 shares 10,992 $3.39M 0.09% new 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: 10,441 shares; 2024Q4: 17,823 shares; 2025Q1: 11,550 shares; 2025Q2: 42,712 shares; 2025Q3: 42,364 shares; 2025Q4: 45,633 shares 45,633 $3.38M 0.09% +3,269 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: 20,669 shares; 2024Q4: 20,793 shares; 2025Q1: 21,311 shares; 2025Q2: 21,439 shares; 2025Q3: 21,279 shares; 2025Q4: 48,215 shares 48,215 $3.37M 0.09% +26,936 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,347 shares 11,347 $3.36M 0.09% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,883 shares 35,883 $3.3M 0.09% new Timeline SPLV 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: 40,492 shares; 2024Q4: 39,473 shares; 2025Q1: 37,438 shares; 2025Q2: 35,358 shares; 2025Q3: 34,338 shares; 2025Q4: 46,061 shares 46,061 $3.29M 0.09% +11,723 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,913 shares 45,913 $3.28M 0.09% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,540 shares 65,540 $3.28M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares 10,450 $3.27M 0.09% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,009 shares 41,009 $3.26M 0.09% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,423 shares; 2024Q4: 22,243 shares; 2025Q1: 22,488 shares; 2025Q2: 23,271 shares; 2025Q3: 26,949 shares; 2025Q4: 53,969 shares 53,969 $3.24M 0.09% +27,020 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: 28,437 shares; 2024Q4: 24,586 shares; 2025Q1: 23,494 shares; 2025Q2: 49,511 shares; 2025Q3: 55,999 shares; 2025Q4: 78,792 shares 78,792 $3.21M 0.09% +22,793 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,963 shares 12,963 $3.2M 0.09% new 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: 21,574 shares; 2024Q4: 14,881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,923 shares 14,923 $3.2M 0.09% new 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: 21,272 shares; 2024Q4: 21,994 shares; 2025Q1: 21,471 shares; 2025Q2: 15,936 shares; 2025Q3: 14,700 shares; 2025Q4: 14,041 shares 14,041 $3.15M 0.09% -659 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: 13,329 shares; 2024Q4: 13,373 shares; 2025Q1: 13,217 shares; 2025Q2: 12,689 shares; 2025Q3: 12,522 shares; 2025Q4: 14,894 shares 14,894 $3.13M 0.09% +2,372 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,052 shares; 2025Q1: 25,831 shares; 2025Q2: 34,081 shares; 2025Q3: 90,032 shares; 2025Q4: 136,684 shares 136,684 $3.07M 0.09% +46,652 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 11,937 shares; 2025Q1: 11,791 shares; 2025Q2: 11,787 shares; 2025Q3: not reported; 2025Q4: 13,278 shares 13,278 $3M 0.08% new 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: not reported; 2024Q4: 15,298 shares; 2025Q1: 19,006 shares; 2025Q2: 22,753 shares; 2025Q3: 24,501 shares; 2025Q4: 68,043 shares 68,043 $2.97M 0.08% +43,542 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,456 shares; 2024Q4: 36,034 shares; 2025Q1: 33,581 shares; 2025Q2: 42,551 shares; 2025Q3: 26,324 shares; 2025Q4: 61,255 shares 61,255 $2.97M 0.08% +34,931 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: 52,136 shares; 2024Q4: 54,592 shares; 2025Q1: not reported; 2025Q2: 53,917 shares; 2025Q3: 56,370 shares; 2025Q4: 56,044 shares 56,044 $2.96M 0.08% -326 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: 18,476 shares; 2024Q4: 20,095 shares; 2025Q1: 22,386 shares; 2025Q2: 19,996 shares; 2025Q3: 19,216 shares; 2025Q4: 20,299 shares 20,299 $2.91M 0.08% +1,083 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,243 shares 13,243 $2.88M 0.08% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,448 shares; 2025Q4: 59,275 shares 59,275 $2.87M 0.08% +36,827 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,815 shares; 2024Q4: 104,953 shares; 2025Q1: 132,037 shares; 2025Q2: 127,163 shares; 2025Q3: 126,979 shares; 2025Q4: 161,181 shares 161,181 $2.85M 0.08% +34,202 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,550 shares 114,550 $2.84M 0.08% new 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: 40,575 shares; 2024Q4: 110,598 shares; 2025Q1: 104,025 shares; 2025Q2: 91,709 shares; 2025Q3: 88,892 shares; 2025Q4: 101,284 shares 101,284 $2.78M 0.08% +12,392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,849 shares 11,849 $2.74M 0.08% new 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: 10,755 shares; 2024Q4: 12,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,406 shares; 2025Q4: 25,343 shares 25,343 $2.71M 0.08% +6,937 Timeline AVLC 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: 37,358 shares; 2024Q4: 38,038 shares; 2025Q1: 36,326 shares; 2025Q2: 37,325 shares; 2025Q3: 35,926 shares; 2025Q4: 34,085 shares 34,085 $2.68M 0.08% -1,841 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 10,113 shares; 2025Q1: not reported; 2025Q2: 13,234 shares; 2025Q3: 13,277 shares; 2025Q4: 22,705 shares 22,705 $2.66M 0.07% +9,428 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,260 shares; 2024Q4: 17,672 shares; 2025Q1: 17,654 shares; 2025Q2: 31,619 shares; 2025Q3: 31,493 shares; 2025Q4: 32,111 shares 32,111 $2.65M 0.07% +618 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: 42,858 shares; 2024Q4: 40,193 shares; 2025Q1: 35,525 shares; 2025Q2: 36,753 shares; 2025Q3: 32,442 shares; 2025Q4: 37,719 shares 37,719 $2.62M 0.07% +5,277 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,697 shares; 2025Q4: 47,538 shares 47,538 $2.56M 0.07% +28,841 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: not reported; 2024Q4: 10,002 shares; 2025Q1: not reported; 2025Q2: 11,986 shares; 2025Q3: 12,515 shares; 2025Q4: 28,907 shares 28,907 $2.52M 0.07% +16,392 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: 23,123 shares; 2024Q4: 22,316 shares; 2025Q1: 22,017 shares; 2025Q2: 21,224 shares; 2025Q3: 20,634 shares; 2025Q4: 20,510 shares 20,510 $2.49M 0.07% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,808 shares 25,808 $2.48M 0.07% new 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: 59,281 shares; 2024Q4: 56,613 shares; 2025Q1: 50,415 shares; 2025Q2: 47,585 shares; 2025Q3: 53,480 shares; 2025Q4: 98,852 shares 98,852 $2.46M 0.07% +45,372 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: 15,667 shares; 2024Q4: 14,900 shares; 2025Q1: 14,073 shares; 2025Q2: 14,398 shares; 2025Q3: 14,280 shares; 2025Q4: 23,260 shares 23,260 $2.45M 0.07% +8,980 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,700 shares; 2025Q3: 63,459 shares; 2025Q4: 102,933 shares 102,933 $2.44M 0.07% +39,474 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: 25,493 shares; 2024Q4: 29,188 shares; 2025Q1: 29,492 shares; 2025Q2: 31,554 shares; 2025Q3: 32,145 shares; 2025Q4: 33,910 shares 33,910 $2.36M 0.07% +1,765 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,679 shares 86,679 $2.35M 0.07% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 16,541 shares; 2025Q1: 15,155 shares; 2025Q2: 17,331 shares; 2025Q3: 17,217 shares; 2025Q4: 27,437 shares 27,437 $2.34M 0.07% +10,220 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,775 shares; 2024Q4: 46,110 shares; 2025Q1: 44,827 shares; 2025Q2: 43,193 shares; 2025Q3: 43,206 shares; 2025Q4: 42,602 shares 42,602 $2.34M 0.07% -604 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,889 shares; 2024Q4: 45,349 shares; 2025Q1: 43,934 shares; 2025Q2: 38,930 shares; 2025Q3: 37,390 shares; 2025Q4: 36,902 shares 36,902 $2.29M 0.06% -488 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,470 shares; 2024Q4: 19,332 shares; 2025Q1: 22,541 shares; 2025Q2: 22,869 shares; 2025Q3: 22,917 shares; 2025Q4: 36,432 shares 36,432 $2.29M 0.06% +13,515 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,847 shares 14,847 $2.28M 0.06% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,649 shares; 2024Q4: 43,219 shares; 2025Q1: 34,363 shares; 2025Q2: 33,949 shares; 2025Q3: 31,107 shares; 2025Q4: 48,887 shares 48,887 $2.25M 0.06% +17,780 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,668 shares 12,668 $2.25M 0.06% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,478 shares 15,478 $2.24M 0.06% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,056 shares; 2025Q2: 21,845 shares; 2025Q3: 54,674 shares; 2025Q4: 61,249 shares 61,249 $2.24M 0.06% +6,575 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,014 shares; 2024Q4: 40,735 shares; 2025Q1: 35,449 shares; 2025Q2: 35,710 shares; 2025Q3: 11,083 shares; 2025Q4: 56,111 shares 56,111 $2.19M 0.06% +45,028 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,978 shares; 2024Q4: 73,169 shares; 2025Q1: 72,641 shares; 2025Q2: 60,331 shares; 2025Q3: 58,476 shares; 2025Q4: 55,264 shares 55,264 $2.19M 0.06% -3,212 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,349 shares 13,349 $2.18M 0.06% new 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: 54,956 shares; 2024Q4: 56,107 shares; 2025Q1: 77,538 shares; 2025Q2: 104,890 shares; 2025Q3: 56,026 shares; 2025Q4: 87,185 shares 87,185 $2.17M 0.06% +31,159 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,668 shares; 2025Q3: 13,871 shares; 2025Q4: 13,410 shares 13,410 $2.17M 0.06% -461 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: 78,256 shares; 2024Q4: 76,878 shares; 2025Q1: not reported; 2025Q2: 106,756 shares; 2025Q3: 107,136 shares; 2025Q4: 106,658 shares 106,658 $2.16M 0.06% -478 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,722 shares 19,722 $2.14M 0.06% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,044 shares; 2024Q4: 28,055 shares; 2025Q1: 25,034 shares; 2025Q2: 25,287 shares; 2025Q3: 18,599 shares; 2025Q4: 40,856 shares 40,856 $2.13M 0.06% +22,257 Timeline AVIG 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: 45,557 shares; 2024Q4: 45,983 shares; 2025Q1: 30,794 shares; 2025Q2: 34,000 shares; 2025Q3: 43,433 shares; 2025Q4: 50,478 shares 50,478 $2.12M 0.06% +7,045 Timeline AVGE 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: 21,448 shares; 2024Q4: 28,766 shares; 2025Q1: 25,443 shares; 2025Q2: 24,003 shares; 2025Q3: 24,598 shares; 2025Q4: 24,595 shares 24,595 $2.11M 0.06% -3 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: 11,202 shares; 2024Q4: 11,573 shares; 2025Q1: 11,066 shares; 2025Q2: 13,471 shares; 2025Q3: 10,272 shares; 2025Q4: 17,880 shares 17,880 $2.09M 0.06% +7,608 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,921 shares; 2025Q3: 36,763 shares; 2025Q4: 45,226 shares 45,226 $2.08M 0.06% +8,463 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,073 shares; 2024Q4: 30,504 shares; 2025Q1: 27,744 shares; 2025Q2: 26,885 shares; 2025Q3: not reported; 2025Q4: 43,346 shares 43,346 $2.07M 0.06% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,734 shares 30,734 $2.04M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,642 shares 14,642 $2.02M 0.06% new Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,703 shares 71,703 $2M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,070 shares; 2025Q3: 10,407 shares; 2025Q4: 23,195 shares 23,195 $1.97M 0.06% +12,788 Timeline MAS MASCO CORP More: the full row for MASCO 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: 13,278 shares; 2025Q4: 30,641 shares 30,641 $1.94M 0.05% +17,363 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,554 shares 144,554 $1.9M 0.05% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,286 shares 23,286 $1.89M 0.05% new Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 19,860 shares; 2025Q1: 21,427 shares; 2025Q2: 19,921 shares; 2025Q3: 19,787 shares; 2025Q4: 20,161 shares 20,161 $1.88M 0.05% +374 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,454 shares; 2025Q4: 54,411 shares 54,411 $1.88M 0.05% +26,957 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: 12,204 shares; 2024Q4: 42,303 shares; 2025Q1: 42,910 shares; 2025Q2: 47,701 shares; 2025Q3: 50,015 shares; 2025Q4: 57,358 shares 57,358 $1.87M 0.05% +7,343 Timeline SHYM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,126 shares; 2025Q4: 83,717 shares 83,717 $1.86M 0.05% +22,591 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,141 shares 147,141 $1.84M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,525 shares 14,525 $1.82M 0.05% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,216 shares; 2025Q3: 61,556 shares; 2025Q4: 55,218 shares 55,218 $1.8M 0.05% -6,338 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 30,831 shares 30,831 $1.78M 0.05% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,110 shares; 2025Q3: 118,439 shares; 2025Q4: 242,231 shares 242,231 $1.77M 0.05% +123,792 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,455 shares 46,455 $1.76M 0.05% 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: 18,533 shares; 2024Q4: 13,764 shares; 2025Q1: 11,391 shares; 2025Q2: 10,615 shares; 2025Q3: 10,159 shares; 2025Q4: 18,837 shares 18,837 $1.74M 0.05% +8,678 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,388 shares 24,388 $1.74M 0.05% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,581 shares; 2025Q2: 16,331 shares; 2025Q3: 14,183 shares; 2025Q4: 28,637 shares 28,637 $1.73M 0.05% +14,454 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,163 shares; 2024Q4: 20,330 shares; 2025Q1: 19,750 shares; 2025Q2: 17,970 shares; 2025Q3: 15,195 shares; 2025Q4: 22,366 shares 22,366 $1.72M 0.05% +7,171 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,325 shares; 2024Q4: 18,240 shares; 2025Q1: 18,240 shares; 2025Q2: 18,150 shares; 2025Q3: 18,138 shares; 2025Q4: 27,643 shares 27,643 $1.71M 0.05% +9,505 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: 48,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,022 shares; 2025Q3: 27,127 shares; 2025Q4: 32,828 shares 32,828 $1.66M 0.05% +5,701 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 53,221 shares; 2025Q4: 63,360 shares 63,360 $1.66M 0.05% +10,139 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: 23,692 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,665 shares; 2025Q3: 47,016 shares; 2025Q4: 10,682 shares 10,682 $1.65M 0.05% -36,334 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,451 shares; 2025Q3: not reported; 2025Q4: 56,144 shares 56,144 $1.64M 0.05% new Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,135 shares 15,135 $1.64M 0.05% new 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: 17,136 shares; 2024Q4: 13,677 shares; 2025Q1: 13,905 shares; 2025Q2: 14,195 shares; 2025Q3: 14,159 shares; 2025Q4: 14,144 shares 14,144 $1.62M 0.05% -15 Timeline FLQM 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: 13,247 shares; 2025Q1: 80,606 shares; 2025Q2: 97,090 shares; 2025Q3: 29,828 shares; 2025Q4: 28,353 shares 28,353 $1.6M 0.04% -1,475 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: 10,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,411 shares 11,411 $1.59M 0.04% new Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 17,172 shares 17,172 $1.56M 0.04% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,126 shares; 2024Q4: 11,563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,265 shares 18,265 $1.56M 0.04% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,011 shares; 2025Q4: 23,495 shares 23,495 $1.52M 0.04% +5,484 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,010 shares; 2024Q4: 49,567 shares; 2025Q1: 41,020 shares; 2025Q2: 37,579 shares; 2025Q3: 35,881 shares; 2025Q4: 38,601 shares 38,601 $1.52M 0.04% +2,720 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: 130,083 shares; 2024Q4: 166,345 shares; 2025Q1: 28,286 shares; 2025Q2: 25,490 shares; 2025Q3: 27,310 shares; 2025Q4: 30,633 shares 30,633 $1.52M 0.04% +3,323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,748 shares 13,748 $1.51M 0.04% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,850 shares; 2024Q4: 19,350 shares; 2025Q1: 17,850 shares; 2025Q2: 17,900 shares; 2025Q3: not reported; 2025Q4: 41,421 shares 41,421 $1.48M 0.04% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,405 shares; 2024Q4: 16,638 shares; 2025Q1: 16,265 shares; 2025Q2: 15,694 shares; 2025Q3: 16,945 shares; 2025Q4: 18,202 shares 18,202 $1.48M 0.04% +1,257 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,836 shares; 2025Q3: 26,229 shares; 2025Q4: 25,536 shares 25,536 $1.48M 0.04% -693 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,905 shares; 2025Q3: 17,888 shares; 2025Q4: 27,847 shares 27,847 $1.46M 0.04% +9,959 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,850 shares 14,850 $1.44M 0.04% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,532 shares 11,532 $1.44M 0.04% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,996 shares; 2024Q4: 12,604 shares; 2025Q1: 10,380 shares; 2025Q2: 10,782 shares; 2025Q3: not reported; 2025Q4: 29,994 shares 29,994 $1.43M 0.04% new Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,791 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,969 shares; 2025Q4: 30,481 shares 30,481 $1.41M 0.04% +6,512 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,394 shares; 2024Q4: 31,994 shares; 2025Q1: 30,438 shares; 2025Q2: 28,758 shares; 2025Q3: 28,304 shares; 2025Q4: 27,387 shares 27,387 $1.4M 0.04% -917 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: 269,435 shares; 2024Q4: 277,466 shares; 2025Q1: 248,238 shares; 2025Q2: 25,496 shares; 2025Q3: not reported; 2025Q4: 14,568 shares 14,568 $1.4M 0.04% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,242 shares; 2024Q4: 16,790 shares; 2025Q1: 12,216 shares; 2025Q2: 11,959 shares; 2025Q3: 11,959 shares; 2025Q4: 13,525 shares 13,525 $1.4M 0.04% +1,566 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: 16,668 shares; 2024Q4: 16,380 shares; 2025Q1: 14,672 shares; 2025Q2: 13,622 shares; 2025Q3: 10,951 shares; 2025Q4: 24,244 shares 24,244 $1.4M 0.04% +13,293 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,732 shares; 2025Q3: 12,231 shares; 2025Q4: 27,440 shares 27,440 $1.4M 0.04% +15,209 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,110 shares; 2024Q4: 13,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,612 shares 23,612 $1.39M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,338 shares 25,338 $1.39M 0.04% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 12,869 shares; 2025Q1: 12,969 shares; 2025Q2: 12,169 shares; 2025Q3: 11,939 shares; 2025Q4: 12,170 shares 12,170 $1.38M 0.04% +231 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,026 shares; 2025Q4: 14,772 shares 14,772 $1.38M 0.04% +2,746 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,402 shares 14,402 $1.37M 0.04% new Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,571 shares 13,571 $1.37M 0.04% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,410 shares; 2025Q1: 22,219 shares; 2025Q2: 52,026 shares; 2025Q3: 60,607 shares; 2025Q4: 50,154 shares 50,154 $1.36M 0.04% -10,453 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,703 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,795 shares 50,795 $1.33M 0.04% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,406 shares; 2025Q1: 23,713 shares; 2025Q2: 23,913 shares; 2025Q3: 22,575 shares; 2025Q4: 30,054 shares 30,054 $1.33M 0.04% +7,479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,328 shares 11,328 $1.33M 0.04% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,833 shares 19,833 $1.33M 0.04% new Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,897 shares; 2025Q4: 51,767 shares 51,767 $1.33M 0.04% -6,130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,087 shares; 2025Q4: 10,598 shares 10,598 $1.32M 0.04% +511 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,839 shares; 2024Q4: 15,066 shares; 2025Q1: 16,106 shares; 2025Q2: 17,836 shares; 2025Q3: 18,834 shares; 2025Q4: 19,306 shares 19,306 $1.31M 0.04% +472 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,237 shares; 2025Q2: 11,696 shares; 2025Q3: 12,671 shares; 2025Q4: 26,346 shares 26,346 $1.31M 0.04% +13,675 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,924 shares 19,924 $1.3M 0.04% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,814 shares 86,814 $1.3M 0.04% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,362 shares; 2024Q4: 13,971 shares; 2025Q1: 15,559 shares; 2025Q2: 21,308 shares; 2025Q3: 18,543 shares; 2025Q4: 36,879 shares 36,879 $1.29M 0.04% +18,336 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,643 shares; 2024Q4: 93,372 shares; 2025Q1: 109,187 shares; 2025Q2: 159,634 shares; 2025Q3: 176,564 shares; 2025Q4: 27,348 shares 27,348 $1.28M 0.04% -149,216 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: 23,780 shares; 2024Q4: 14,114 shares; 2025Q1: 123,579 shares; 2025Q2: 135,445 shares; 2025Q3: 25,491 shares; 2025Q4: 33,259 shares 33,259 $1.27M 0.04% +7,768 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: 15,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,429 shares 13,429 $1.26M 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,182 shares 28,182 $1.26M 0.04% new 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: 24,248 shares; 2024Q4: 23,811 shares; 2025Q1: 18,648 shares; 2025Q2: 18,788 shares; 2025Q3: 17,779 shares; 2025Q4: 19,934 shares 19,934 $1.25M 0.03% +2,155 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,241 shares; 2025Q3: not reported; 2025Q4: 45,682 shares 45,682 $1.24M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,409 shares; 2025Q2: 10,373 shares; 2025Q3: 10,360 shares; 2025Q4: 12,862 shares 12,862 $1.24M 0.03% +2,502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,727 shares 14,727 $1.23M 0.03% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 13,720 shares; 2025Q1: 14,430 shares; 2025Q2: 14,855 shares; 2025Q3: 15,005 shares; 2025Q4: 18,519 shares 18,519 $1.21M 0.03% +3,514 Timeline OPFI OPPFI INC More: the full row for OPPFI 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: 56,773 shares; 2025Q4: 114,964 shares 114,964 $1.2M 0.03% +58,191 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,077 shares; 2025Q3: 57,428 shares; 2025Q4: 117,312 shares 117,312 $1.19M 0.03% +59,884 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,170 shares; 2024Q4: 75,249 shares; 2025Q1: 84,869 shares; 2025Q2: 92,650 shares; 2025Q3: 84,465 shares; 2025Q4: 79,689 shares 79,689 $1.18M 0.03% -4,776 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,781 shares 18,781 $1.17M 0.03% new 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: 16,171 shares; 2025Q1: 18,547 shares; 2025Q2: 17,621 shares; 2025Q3: 22,841 shares; 2025Q4: 24,583 shares 24,583 $1.16M 0.03% +1,742 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,805 shares; 2025Q4: 12,620 shares 12,620 $1.15M 0.03% -185 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,120 shares; 2025Q3: 11,378 shares; 2025Q4: 15,259 shares 15,259 $1.15M 0.03% +3,881 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,681 shares 11,681 $1.15M 0.03% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,245 shares 30,245 $1.15M 0.03% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,272 shares 12,272 $1.13M 0.03% new 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: 17,085 shares; 2024Q4: 17,434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,529 shares 16,529 $1.13M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 11,411 shares; 2025Q2: 11,053 shares; 2025Q3: not reported; 2025Q4: 14,062 shares 14,062 $1.13M 0.03% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,736 shares; 2025Q3: 11,252 shares; 2025Q4: 11,105 shares 11,105 $1.13M 0.03% -147 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,846 shares 13,846 $1.12M 0.03% new Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,162 shares; 2025Q4: 39,917 shares 39,917 $1.11M 0.03% +15,755 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 19,685 shares; 2025Q3: 19,080 shares; 2025Q4: 39,478 shares 39,478 $1.1M 0.03% +20,398 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,895 shares; 2024Q4: 15,856 shares; 2025Q1: 16,530 shares; 2025Q2: 20,977 shares; 2025Q3: 32,153 shares; 2025Q4: 24,095 shares 24,095 $1.09M 0.03% -8,058 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,589 shares; 2025Q4: 20,074 shares 20,074 $1.09M 0.03% +4,485 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,826 shares; 2025Q4: 43,203 shares 43,203 $1.07M 0.03% -3,623 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,025 shares; 2025Q3: 12,224 shares; 2025Q4: 23,076 shares 23,076 $1.06M 0.03% +10,852 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,918 shares 10,918 $1.05M 0.03% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,529 shares; 2024Q4: 18,283 shares; 2025Q1: 17,758 shares; 2025Q2: 17,760 shares; 2025Q3: 17,068 shares; 2025Q4: 16,166 shares 16,166 $1.04M 0.03% -902 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,299 shares 39,299 $1.03M 0.03% new 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: 27,679 shares; 2024Q4: 28,761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,551 shares 11,551 $1.01M 0.03% new Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,339 shares 35,339 $1M 0.03% new Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: 10,850 shares; 2025Q3: 10,350 shares; 2025Q4: 10,100 shares 10,100 $989K 0.03% -250 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: 17,113 shares; 2024Q4: 17,004 shares; 2025Q1: 14,844 shares; 2025Q2: 14,721 shares; 2025Q3: 13,107 shares; 2025Q4: 18,387 shares 18,387 $988K 0.03% +5,280 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: 14,799 shares; 2024Q4: 14,860 shares; 2025Q1: 14,423 shares; 2025Q2: 13,610 shares; 2025Q3: 13,643 shares; 2025Q4: 15,342 shares 15,342 $988K 0.03% +1,699 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,343 shares 16,343 $976K 0.03% new Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,123 shares; 2024Q4: 15,469 shares; 2025Q1: 23,883 shares; 2025Q2: 22,698 shares; 2025Q3: 23,897 shares; 2025Q4: 23,624 shares 23,624 $966K 0.03% -273 Timeline FLAX 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: 238,283 shares; 2024Q4: 125,400 shares; 2025Q1: 112,299 shares; 2025Q2: 35,322 shares; 2025Q3: 33,132 shares; 2025Q4: 32,019 shares 32,019 $949K 0.03% -1,113 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: 22,263 shares; 2024Q4: 22,985 shares; 2025Q1: 22,721 shares; 2025Q2: 21,871 shares; 2025Q3: 18,462 shares; 2025Q4: 19,462 shares 19,462 $937K 0.03% +1,000 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,615 shares; 2025Q1: 15,715 shares; 2025Q2: 16,265 shares; 2025Q3: 16,265 shares; 2025Q4: 15,470 shares 15,470 $934K 0.03% -795 Timeline CLSE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,022 shares 34,022 $930K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,311 shares; 2025Q3: not reported; 2025Q4: 12,552 shares 12,552 $923K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,074 shares 11,074 $917K 0.03% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,145 shares 12,145 $895K 0.03% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,863 shares; 2025Q3: 11,271 shares; 2025Q4: 12,276 shares 12,276 $884K 0.02% +1,005 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,148 shares; 2024Q4: 396,660 shares; 2025Q1: 83,460 shares; 2025Q2: 113,159 shares; 2025Q3: 113,710 shares; 2025Q4: 33,149 shares 33,149 $877K 0.02% -80,561 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,696 shares; 2024Q4: 12,071 shares; 2025Q1: not reported; 2025Q2: 11,300 shares; 2025Q3: 11,953 shares; 2025Q4: 12,059 shares 12,059 $874K 0.02% +106 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 28,807 shares; 2025Q3: 37,059 shares; 2025Q4: 61,901 shares 61,901 $867K 0.02% +24,842 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,290 shares 11,290 $866K 0.02% new 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: 18,132 shares; 2024Q4: 17,197 shares; 2025Q1: not reported; 2025Q2: 15,004 shares; 2025Q3: 16,676 shares; 2025Q4: 23,372 shares 23,372 $865K 0.02% +6,696 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,717 shares 27,717 $852K 0.02% new Timeline FXR 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: 100,388 shares; 2024Q4: 99,732 shares; 2025Q1: 84,364 shares; 2025Q2: 87,760 shares; 2025Q3: 78,873 shares; 2025Q4: 10,500 shares 10,500 $839K 0.02% -68,373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,037 shares 12,037 $834K 0.02% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,618 shares; 2024Q4: 10,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,654 shares 12,654 $829K 0.02% new Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H 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: 12,090 shares; 2025Q3: 12,340 shares; 2025Q4: 16,353 shares 16,353 $827K 0.02% +4,013 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: 13,617 shares; 2024Q4: 14,488 shares; 2025Q1: 14,488 shares; 2025Q2: 14,976 shares; 2025Q3: 14,976 shares; 2025Q4: 49,009 shares 49,009 $808K 0.02% +34,033 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,743 shares; 2024Q4: 32,504 shares; 2025Q1: 32,412 shares; 2025Q2: 30,643 shares; 2025Q3: 29,076 shares; 2025Q4: 27,382 shares 27,382 $807K 0.02% -1,694 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,293 shares; 2025Q3: 11,025 shares; 2025Q4: 15,766 shares 15,766 $806K 0.02% +4,741 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,783 shares 37,783 $793K 0.02% new Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,772 shares; 2025Q1: 12,009 shares; 2025Q2: 11,928 shares; 2025Q3: 13,584 shares; 2025Q4: 15,099 shares 15,099 $790K 0.02% +1,515 Timeline DJIA 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: 27,550 shares; 2025Q2: 53,721 shares; 2025Q3: 55,739 shares; 2025Q4: 35,898 shares 35,898 $790K 0.02% -19,841 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,196 shares 13,196 $782K 0.02% new Timeline BLOK 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: 12,744 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,716 shares 13,716 $780K 0.02% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 19,600 shares; 2025Q1: 19,464 shares; 2025Q2: 19,393 shares; 2025Q3: 19,401 shares; 2025Q4: 14,906 shares 14,906 $780K 0.02% -4,495 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,404 shares 17,404 $777K 0.02% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,502 shares; 2024Q4: 19,734 shares; 2025Q1: 19,647 shares; 2025Q2: 18,428 shares; 2025Q3: 15,778 shares; 2025Q4: 13,894 shares 13,894 $772K 0.02% -1,884 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,279 shares 14,279 $772K 0.02% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 10,020 shares; 2025Q2: 10,347 shares; 2025Q3: 11,851 shares; 2025Q4: 11,084 shares 11,084 $758K 0.02% -767 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,269 shares 15,269 $751K 0.02% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,214 shares 11,214 $735K 0.02% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,530 shares 16,530 $733K 0.02% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,467 shares; 2024Q4: 43,165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,457 shares 16,457 $731K 0.02% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,470 shares 14,470 $730K 0.02% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,038 shares 14,038 $698K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,080 shares 20,080 $697K 0.02% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,208 shares 41,208 $697K 0.02% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,168 shares; 2024Q4: 469,163 shares; 2025Q1: 411,363 shares; 2025Q2: 22,921 shares; 2025Q3: 16,547 shares; 2025Q4: 26,900 shares 26,900 $693K 0.02% +10,353 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,689 shares; 2024Q4: 84,708 shares; 2025Q1: 76,629 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,733 shares 10,733 $690K 0.02% new Timeline NFLT 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: not reported; 2025Q4: 29,718 shares 29,718 $685K 0.02% new Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,458 shares; 2025Q1: 37,826 shares; 2025Q2: 25,623 shares; 2025Q3: 24,193 shares; 2025Q4: 20,461 shares 20,461 $676K 0.02% -3,732 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,901 shares 11,901 $671K 0.02% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV 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: 10,062 shares 10,062 $669K 0.02% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,198 shares; 2025Q1: 13,136 shares; 2025Q2: 12,554 shares; 2025Q3: not reported; 2025Q4: 26,269 shares 26,269 $669K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,432 shares 12,432 $663K 0.02% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,413 shares; 2024Q4: 40,511 shares; 2025Q1: 38,920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,047 shares 28,047 $662K 0.02% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,175 shares 14,175 $662K 0.02% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,400 shares; 2025Q2: 44,476 shares; 2025Q3: 45,360 shares; 2025Q4: 45,373 shares 45,373 $652K 0.02% +13 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,060 shares; 2024Q4: 101,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,491 shares 13,491 $649K 0.02% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,858 shares; 2025Q2: 65,797 shares; 2025Q3: 70,177 shares; 2025Q4: 70,177 shares 70,177 $647K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,104 shares 13,104 $643K 0.02% new 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: 161,996 shares; 2024Q4: 162,176 shares; 2025Q1: 137,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,080 shares 10,080 $637K 0.02% new 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: 25,412 shares 25,412 $632K 0.02% new Timeline JSI 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: not reported; 2025Q2: not reported; 2025Q3: 17,895 shares; 2025Q4: 12,123 shares 12,123 $631K 0.02% -5,772 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,335 shares 10,335 $622K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,452 shares; 2024Q4: 13,158 shares; 2025Q1: 14,123 shares; 2025Q2: 14,285 shares; 2025Q3: not reported; 2025Q4: 10,585 shares 10,585 $618K 0.02% new Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,400 shares 11,400 $612K 0.02% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,186 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,186 shares 12,186 $600K 0.02% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,855 shares; 2025Q4: 15,310 shares 15,310 $595K 0.02% +455 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: not reported; 2025Q2: not reported; 2025Q3: 10,262 shares; 2025Q4: 11,463 shares 11,463 $590K 0.02% +1,201 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 12,442 shares; 2025Q1: 11,935 shares; 2025Q2: 11,908 shares; 2025Q3: 12,156 shares; 2025Q4: 12,212 shares 12,212 $588K 0.02% +56 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 14,256 shares; 2025Q1: 13,468 shares; 2025Q2: 13,263 shares; 2025Q3: 13,263 shares; 2025Q4: 12,885 shares 12,885 $580K 0.02% -378 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,970 shares 13,970 $577K 0.02% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,154 shares 11,154 $576K 0.02% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,680 shares 11,680 $574K 0.02% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,937 shares 10,937 $574K 0.02% new Timeline SFLR 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: 147,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,498 shares 15,498 $571K 0.02% new Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,957 shares; 2025Q2: 37,769 shares; 2025Q3: 38,596 shares; 2025Q4: 37,177 shares 37,177 $568K 0.02% -1,419 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C 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: 13,628 shares 13,628 $557K 0.02% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,198 shares 55,198 $550K 0.02% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,006 shares 11,006 $550K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,112 shares 15,112 $548K 0.02% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,850 shares; 2024Q4: 60,850 shares; 2025Q1: 60,850 shares; 2025Q2: 61,180 shares; 2025Q3: 60,850 shares; 2025Q4: 59,050 shares 59,050 $535K 0.01% -1,800 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 16,345 shares; 2025Q1: 17,458 shares; 2025Q2: 16,999 shares; 2025Q3: 16,986 shares; 2025Q4: 19,388 shares 19,388 $533K 0.01% +2,402 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,682 shares; 2025Q2: 55,600 shares; 2025Q3: 55,089 shares; 2025Q4: 56,009 shares 56,009 $531K 0.01% +920 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,766 shares 10,766 $531K 0.01% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 10,125 shares; 2025Q1: 10,125 shares; 2025Q2: 10,125 shares; 2025Q3: 10,024 shares; 2025Q4: 10,024 shares 10,024 $528K 0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,780 shares; 2025Q2: 22,209 shares; 2025Q3: 22,209 shares; 2025Q4: 22,209 shares 22,209 $513K 0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,469 shares 11,469 $510K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,196 shares; 2024Q4: 78,584 shares; 2025Q1: 73,334 shares; 2025Q2: 72,483 shares; 2025Q3: 72,423 shares; 2025Q4: 16,591 shares 16,591 $496K 0.01% -55,832 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,733 shares; 2024Q4: 11,682 shares; 2025Q1: 11,683 shares; 2025Q2: 11,634 shares; 2025Q3: 11,725 shares; 2025Q4: 11,426 shares 11,426 $494K 0.01% -299 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,006 shares; 2025Q2: 27,888 shares; 2025Q3: 27,888 shares; 2025Q4: 25,688 shares 25,688 $493K 0.01% -2,200 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,129 shares 34,129 $483K 0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,811 shares 11,811 $480K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 20,379 shares; 2025Q2: 37,543 shares; 2025Q3: 37,543 shares; 2025Q4: 40,870 shares 40,870 $475K 0.01% +3,327 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,428 shares; 2025Q2: 26,396 shares; 2025Q3: 26,236 shares; 2025Q4: 26,062 shares 26,062 $462K 0.01% -174 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,216 shares; 2024Q4: 57,391 shares; 2025Q1: 55,690 shares; 2025Q2: 54,382 shares; 2025Q3: 54,382 shares; 2025Q4: 73,164 shares 73,164 $461K 0.01% +18,782 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME 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: 19,198 shares; 2025Q2: 36,752 shares; 2025Q3: 36,752 shares; 2025Q4: 36,752 shares 36,752 $461K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME 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: 23,330 shares; 2025Q2: 42,492 shares; 2025Q3: 42,492 shares; 2025Q4: 45,138 shares 45,138 $451K 0.01% +2,646 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG 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: 23,981 shares 23,981 $450K 0.01% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,013 shares; 2025Q2: 10,124 shares; 2025Q3: 10,266 shares; 2025Q4: 10,302 shares 10,302 $449K 0.01% +36 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,462 shares; 2025Q2: 50,686 shares; 2025Q3: 50,686 shares; 2025Q4: 50,686 shares 50,686 $447K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,512 shares 24,512 $447K 0.01% new Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 11,034 shares; 2025Q1: 10,774 shares; 2025Q2: 12,325 shares; 2025Q3: 12,217 shares; 2025Q4: 10,634 shares 10,634 $447K 0.01% -1,583 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,452 shares 15,452 $446K 0.01% new Timeline HEGD 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: not reported; 2025Q4: 17,607 shares 17,607 $444K 0.01% new Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,512 shares; 2025Q2: 20,874 shares; 2025Q3: 20,874 shares; 2025Q4: 20,874 shares 20,874 $429K 0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,296 shares 32,296 $426K 0.01% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,282 shares; 2024Q4: 24,073 shares; 2025Q1: 23,073 shares; 2025Q2: 23,018 shares; 2025Q3: 20,812 shares; 2025Q4: 21,231 shares 21,231 $422K 0.01% +419 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,275 shares 15,275 $416K 0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & 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: 80,000 shares 80,000 $413K 0.01% new Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,890 shares; 2024Q4: 23,745 shares; 2025Q1: 21,935 shares; 2025Q2: 21,883 shares; 2025Q3: 19,361 shares; 2025Q4: 19,402 shares 19,402 $410K 0.01% +41 Timeline INCM 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: 10,000 shares; 2025Q3: 11,800 shares; 2025Q4: 14,300 shares 14,300 $401K 0.01% +2,500 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: 61,744 shares; 2024Q4: 63,144 shares; 2025Q1: 16,478 shares; 2025Q2: 18,170 shares; 2025Q3: 17,666 shares; 2025Q4: 17,196 shares 17,196 $396K 0.01% -470 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,342 shares 12,342 $385K 0.01% new Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,375 shares; 2025Q3: 29,375 shares; 2025Q4: 29,375 shares 29,375 $384K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,230 shares 11,230 $371K 0.01% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,494 shares; 2024Q4: 21,841 shares; 2025Q1: 20,435 shares; 2025Q2: 20,227 shares; 2025Q3: 20,248 shares; 2025Q4: 19,386 shares 19,386 $367K 0.01% -862 Timeline FCLD 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: 14,037 shares; 2024Q4: 14,400 shares; 2025Q1: 14,308 shares; 2025Q2: 13,750 shares; 2025Q3: 17,360 shares; 2025Q4: 12,204 shares 12,204 $363K 0.01% -5,156 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,559 shares; 2025Q4: 12,951 shares 12,951 $358K 0.01% -2,608 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,977 shares; 2025Q2: 225,734 shares; 2025Q3: 227,852 shares; 2025Q4: 14,029 shares 14,029 $353K 0.01% -213,823 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,464 shares 19,464 $351K 0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: not reported; 2025Q4: 13,200 shares 13,200 $350K 0.01% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,515 shares; 2025Q3: 22,425 shares; 2025Q4: 14,712 shares 14,712 $347K 0.01% -7,713 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,292 shares; 2025Q4: 11,841 shares 11,841 $347K 0.01% -10,451 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: 11,958 shares; 2025Q1: 10,133 shares; 2025Q2: 10,098 shares; 2025Q3: 13,626 shares; 2025Q4: 13,984 shares 13,984 $340K 0.01% +358 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,620 shares 11,620 $328K 0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,805 shares 45,805 $327K 0.01% new Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,562 shares 30,562 $317K 0.01% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,042 shares 24,042 $316K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,261 shares 12,261 $314K 0.01% new Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,536 shares; 2025Q4: 11,378 shares 11,378 $304K 0.01% -158 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 18,840 shares 18,840 $299K 0.01% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,237 shares 13,237 $297K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,992 shares 14,992 $295K 0.01% new Timeline ARKX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,387 shares; 2025Q4: 10,070 shares 10,070 $292K 0.01% -317 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,300 shares; 2025Q4: 55,549 shares 55,549 $283K 0.01% +3,249 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,900 shares; 2025Q4: 13,900 shares 13,900 $274K 0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 46,088 shares; 2025Q3: 31,657 shares; 2025Q4: 33,459 shares 33,459 $252K 0.01% +1,802 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,342 shares; 2025Q3: 38,121 shares; 2025Q4: 22,086 shares 22,086 $248K 0.01% -16,035 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN 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: 60,465 shares 60,465 $247K 0.01% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,653 shares 12,653 $242K 0.01% new Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,488 shares 16,488 $237K 0.01% new Timeline PFFA 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: 11,014 shares; 2024Q4: 10,920 shares; 2025Q1: 10,477 shares; 2025Q2: 10,608 shares; 2025Q3: not reported; 2025Q4: 10,822 shares 10,822 $233K 0.01% new Timeline