VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 13,098 shares; 2025Q1: 12,932 shares; 2025Q2: 13,232 shares; 2025Q3: 12,836 shares; 2025Q4: 12,358 shares 12,358 $2.61M 0.04% -478 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,543 shares; 2025Q1: 3,166 shares; 2025Q2: 3,255 shares; 2025Q3: 2,751 shares; 2025Q4: 2,587 shares 2,587 $2.61M 0.04% -164 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 4,463 shares; 2025Q1: 5,358 shares; 2025Q2: 3,976 shares; 2025Q3: 4,876 shares; 2025Q4: 15,457 shares 15,457 $2.61M 0.04% +10,581 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,580 shares; 2024Q4: 15,270 shares; 2025Q1: 13,126 shares; 2025Q2: 82,224 shares; 2025Q3: 88,750 shares; 2025Q4: 112,182 shares 112,182 $2.61M 0.04% +23,432 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: 123,181 shares; 2024Q4: 97,280 shares; 2025Q1: 157,315 shares; 2025Q2: 213,018 shares; 2025Q3: 202,237 shares; 2025Q4: 198,162 shares 198,162 $2.6M 0.04% -4,075 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: 24,132 shares; 2024Q4: 86,907 shares; 2025Q1: 84,941 shares; 2025Q2: 90,206 shares; 2025Q3: 93,293 shares; 2025Q4: 95,144 shares 95,144 $2.59M 0.04% +1,851 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 9,549 shares; 2025Q1: 9,249 shares; 2025Q2: 7,846 shares; 2025Q3: 10,696 shares; 2025Q4: 10,060 shares 10,060 $2.59M 0.04% -636 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 5,561 shares; 2025Q1: 4,627 shares; 2025Q2: 11,188 shares; 2025Q3: 6,330 shares; 2025Q4: 6,732 shares 6,732 $2.58M 0.04% +402 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: 40,686 shares; 2024Q4: 39,539 shares; 2025Q1: 40,236 shares; 2025Q2: 41,850 shares; 2025Q3: 42,414 shares; 2025Q4: 40,644 shares 40,644 $2.58M 0.04% -1,770 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: 15,079 shares; 2024Q4: 13,539 shares; 2025Q1: 12,658 shares; 2025Q2: 22,721 shares; 2025Q3: 28,766 shares; 2025Q4: 30,725 shares 30,725 $2.57M 0.04% +1,959 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: 7,934 shares; 2024Q4: 29,040 shares; 2025Q1: 26,628 shares; 2025Q2: 27,914 shares; 2025Q3: 31,012 shares; 2025Q4: 27,811 shares 27,811 $2.57M 0.04% -3,201 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: 80,483 shares; 2024Q4: 81,133 shares; 2025Q1: 82,132 shares; 2025Q2: 75,758 shares; 2025Q3: 54,191 shares; 2025Q4: 52,335 shares 52,335 $2.57M 0.04% -1,856 Timeline EUSA 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: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,655 shares; 2025Q2: 21,261 shares; 2025Q3: 22,111 shares; 2025Q4: 24,645 shares 24,645 $2.55M 0.04% +2,534 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: 50,481 shares; 2024Q4: 46,659 shares; 2025Q1: 53,463 shares; 2025Q2: 64,347 shares; 2025Q3: 60,762 shares; 2025Q4: 62,536 shares 62,536 $2.54M 0.04% +1,774 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 11,324 shares; 2025Q1: 12,257 shares; 2025Q2: 17,482 shares; 2025Q3: 19,139 shares; 2025Q4: 19,244 shares 19,244 $2.53M 0.04% +105 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,272 shares; 2024Q4: 44,015 shares; 2025Q1: 46,017 shares; 2025Q2: 53,597 shares; 2025Q3: 55,082 shares; 2025Q4: 54,886 shares 54,886 $2.53M 0.04% -196 Timeline HYS 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: 18,362 shares; 2024Q4: 18,794 shares; 2025Q1: 21,067 shares; 2025Q2: 21,723 shares; 2025Q3: 24,232 shares; 2025Q4: 26,670 shares 26,670 $2.53M 0.04% +2,438 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: 41,547 shares; 2024Q4: 63,285 shares; 2025Q1: 53,760 shares; 2025Q2: 44,662 shares; 2025Q3: 45,727 shares; 2025Q4: 50,085 shares 50,085 $2.53M 0.04% +4,358 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 7,489 shares; 2025Q1: 8,611 shares; 2025Q2: 13,541 shares; 2025Q3: 14,173 shares; 2025Q4: 15,595 shares 15,595 $2.53M 0.04% +1,422 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,534 shares; 2024Q4: 57,666 shares; 2025Q1: 17,322 shares; 2025Q2: 18,354 shares; 2025Q3: 18,693 shares; 2025Q4: 23,580 shares 23,580 $2.52M 0.04% +4,887 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,563 shares; 2024Q4: 25,540 shares; 2025Q1: 11,816 shares; 2025Q2: 21,677 shares; 2025Q3: 22,259 shares; 2025Q4: 22,826 shares 22,826 $2.51M 0.04% +567 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: 11,183 shares; 2025Q1: 11,236 shares; 2025Q2: 16,877 shares; 2025Q3: 17,106 shares; 2025Q4: 17,770 shares 17,770 $2.51M 0.04% +664 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: 57,790 shares; 2024Q4: 66,445 shares; 2025Q1: 67,180 shares; 2025Q2: 76,065 shares; 2025Q3: 69,080 shares; 2025Q4: 72,665 shares 72,665 $2.51M 0.04% +3,585 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,205 shares; 2024Q4: 7,665 shares; 2025Q1: 6,716 shares; 2025Q2: 29,853 shares; 2025Q3: 47,581 shares; 2025Q4: 89,559 shares 89,559 $2.5M 0.04% +41,978 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: 311,552 shares; 2024Q4: 289,162 shares; 2025Q1: 280,111 shares; 2025Q2: 271,886 shares; 2025Q3: 252,458 shares; 2025Q4: 249,700 shares 249,700 $2.49M 0.04% -2,758 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,917 shares; 2025Q1: 14,209 shares; 2025Q2: 14,325 shares; 2025Q3: 23,767 shares; 2025Q4: 29,726 shares 29,726 $2.49M 0.04% +5,959 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,316 shares; 2025Q3: 30,737 shares; 2025Q4: 33,109 shares 33,109 $2.49M 0.04% +2,372 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,022 shares; 2025Q3: 17,288 shares; 2025Q4: 19,027 shares 19,027 $2.49M 0.04% +1,739 Timeline PFEB 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: 51,058 shares; 2024Q4: 47,711 shares; 2025Q1: 60,971 shares; 2025Q2: 60,971 shares; 2025Q3: 60,971 shares; 2025Q4: 60,971 shares 60,971 $2.48M 0.04% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,955 shares; 2025Q3: 23,164 shares; 2025Q4: 56,954 shares 56,954 $2.48M 0.04% +33,790 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 17,763 shares; 2025Q1: 6,941 shares; 2025Q2: 7,354 shares; 2025Q3: 7,876 shares; 2025Q4: 8,881 shares 8,881 $2.48M 0.04% +1,005 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,420 shares; 2025Q3: 46,658 shares; 2025Q4: 56,410 shares 56,410 $2.47M 0.03% +9,752 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,130 shares; 2024Q4: 33,100 shares; 2025Q1: 38,480 shares; 2025Q2: 48,859 shares; 2025Q3: 35,642 shares; 2025Q4: 31,723 shares 31,723 $2.46M 0.03% -3,919 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 4,943 shares; 2025Q1: 4,903 shares; 2025Q2: 4,552 shares; 2025Q3: 4,645 shares; 2025Q4: 5,257 shares 5,257 $2.45M 0.03% +612 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,306 shares; 2025Q1: 3,894 shares; 2025Q2: 4,887 shares; 2025Q3: 38,536 shares; 2025Q4: 35,945 shares 35,945 $2.45M 0.03% -2,591 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,325 shares; 2025Q1: 29,650 shares; 2025Q2: 40,243 shares; 2025Q3: 41,585 shares; 2025Q4: 40,050 shares 40,050 $2.44M 0.03% -1,535 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 14,273 shares; 2025Q1: 11,354 shares; 2025Q2: 15,411 shares; 2025Q3: 18,254 shares; 2025Q4: 16,204 shares 16,204 $2.44M 0.03% -2,050 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,424 shares; 2024Q4: 173,804 shares; 2025Q1: 95,693 shares; 2025Q2: 100,749 shares; 2025Q3: 103,686 shares; 2025Q4: 108,647 shares 108,647 $2.43M 0.03% +4,961 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,793 shares; 2024Q4: 44,369 shares; 2025Q1: 40,079 shares; 2025Q2: 43,430 shares; 2025Q3: 47,343 shares; 2025Q4: 48,577 shares 48,577 $2.42M 0.03% +1,234 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,970 shares; 2025Q2: 43,875 shares; 2025Q3: 59,105 shares; 2025Q4: 47,549 shares 47,549 $2.42M 0.03% -11,556 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 15,196 shares; 2025Q1: 15,619 shares; 2025Q2: 21,646 shares; 2025Q3: 19,955 shares; 2025Q4: 20,173 shares 20,173 $2.42M 0.03% +218 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,129 shares; 2024Q4: 18,621 shares; 2025Q1: 19,141 shares; 2025Q2: 30,074 shares; 2025Q3: 31,140 shares; 2025Q4: 31,215 shares 31,215 $2.41M 0.03% +75 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 86,141 shares; 2025Q4: 90,842 shares 90,842 $2.41M 0.03% +4,701 Timeline URA 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: 50,248 shares; 2024Q4: 39,826 shares; 2025Q1: 40,671 shares; 2025Q2: 16,559 shares; 2025Q3: 14,603 shares; 2025Q4: 56,202 shares 56,202 $2.4M 0.03% +41,599 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,271 shares; 2024Q4: 32,018 shares; 2025Q1: 89,004 shares; 2025Q2: 123,169 shares; 2025Q3: 129,319 shares; 2025Q4: 92,886 shares 92,886 $2.4M 0.03% -36,433 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: 75,611 shares; 2024Q4: 61,892 shares; 2025Q1: 62,027 shares; 2025Q2: 65,120 shares; 2025Q3: 65,840 shares; 2025Q4: 66,082 shares 66,082 $2.4M 0.03% +242 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,709 shares; 2024Q4: 74,500 shares; 2025Q1: 49,801 shares; 2025Q2: 60,609 shares; 2025Q3: 62,232 shares; 2025Q4: 65,308 shares 65,308 $2.39M 0.03% +3,076 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,559 shares; 2024Q4: 11,959 shares; 2025Q1: 11,645 shares; 2025Q2: 11,238 shares; 2025Q3: 10,256 shares; 2025Q4: 7,468 shares 7,468 $2.39M 0.03% -2,788 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: 22,951 shares; 2024Q4: 23,448 shares; 2025Q1: 28,068 shares; 2025Q2: 34,871 shares; 2025Q3: 34,948 shares; 2025Q4: 34,235 shares 34,235 $2.39M 0.03% -713 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: 27,554 shares; 2024Q4: 32,121 shares; 2025Q1: 37,132 shares; 2025Q2: 38,304 shares; 2025Q3: 36,285 shares; 2025Q4: 37,703 shares 37,703 $2.38M 0.03% +1,418 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: 58,241 shares; 2024Q4: 72,912 shares; 2025Q1: 67,173 shares; 2025Q2: 50,015 shares; 2025Q3: 77,694 shares; 2025Q4: 79,174 shares 79,174 $2.37M 0.03% +1,480 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,626 shares; 2024Q4: 199,833 shares; 2025Q1: 198,646 shares; 2025Q2: 212,630 shares; 2025Q3: 229,166 shares; 2025Q4: 223,952 shares 223,952 $2.36M 0.03% -5,214 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,184 shares; 2024Q4: 27,842 shares; 2025Q1: 28,468 shares; 2025Q2: 37,691 shares; 2025Q3: 38,392 shares; 2025Q4: 39,766 shares 39,766 $2.33M 0.03% +1,374 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,700 shares; 2024Q4: 26,652 shares; 2025Q1: 25,581 shares; 2025Q2: 26,250 shares; 2025Q3: 25,800 shares; 2025Q4: 26,337 shares 26,337 $2.33M 0.03% +537 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,329 shares; 2024Q4: 30,060 shares; 2025Q1: 33,580 shares; 2025Q2: 23,273 shares; 2025Q3: 27,172 shares; 2025Q4: 27,863 shares 27,863 $2.32M 0.03% +691 Timeline MTBA 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: 29,332 shares; 2025Q1: 38,407 shares; 2025Q2: 40,453 shares; 2025Q3: 43,100 shares; 2025Q4: 46,103 shares 46,103 $2.32M 0.03% +3,003 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,455 shares; 2024Q4: 49,168 shares; 2025Q1: 57,562 shares; 2025Q2: 53,658 shares; 2025Q3: 53,317 shares; 2025Q4: 54,584 shares 54,584 $2.32M 0.03% +1,267 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 9,090 shares; 2025Q1: 9,221 shares; 2025Q2: 9,326 shares; 2025Q3: 9,392 shares; 2025Q4: 11,089 shares 11,089 $2.31M 0.03% +1,697 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 6,733 shares; 2025Q1: 6,971 shares; 2025Q2: 9,355 shares; 2025Q3: 8,301 shares; 2025Q4: 11,358 shares 11,358 $2.31M 0.03% +3,057 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,943 shares; 2024Q4: 27,885 shares; 2025Q1: 29,596 shares; 2025Q2: 40,154 shares; 2025Q3: 37,684 shares; 2025Q4: 94,971 shares 94,971 $2.3M 0.03% +57,287 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 62,061 shares; 2025Q2: 73,848 shares; 2025Q3: 72,923 shares; 2025Q4: 81,203 shares 81,203 $2.3M 0.03% +8,280 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 10,130 shares; 2025Q1: 19,586 shares; 2025Q2: 27,917 shares; 2025Q3: 34,628 shares; 2025Q4: 46,609 shares 46,609 $2.29M 0.03% +11,981 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,109 shares; 2024Q4: 93,213 shares; 2025Q1: 90,883 shares; 2025Q2: 86,834 shares; 2025Q3: 89,605 shares; 2025Q4: 102,109 shares 102,109 $2.27M 0.03% +12,504 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 6,796 shares; 2025Q1: 5,713 shares; 2025Q2: 6,122 shares; 2025Q3: 4,847 shares; 2025Q4: 5,009 shares 5,009 $2.27M 0.03% +162 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,229 shares; 2024Q4: 19,263 shares; 2025Q1: 18,592 shares; 2025Q2: 21,771 shares; 2025Q3: 24,578 shares; 2025Q4: 23,200 shares 23,200 $2.27M 0.03% -1,378 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,318 shares; 2025Q1: 7,082 shares; 2025Q2: 36,409 shares; 2025Q3: 44,428 shares; 2025Q4: 53,253 shares 53,253 $2.26M 0.03% +8,825 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 5,851 shares; 2025Q1: 5,491 shares; 2025Q2: 6,824 shares; 2025Q3: 7,061 shares; 2025Q4: 11,344 shares 11,344 $2.25M 0.03% +4,283 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,692 shares; 2024Q4: 60,975 shares; 2025Q1: 64,231 shares; 2025Q2: 61,792 shares; 2025Q3: 68,193 shares; 2025Q4: 74,026 shares 74,026 $2.25M 0.03% +5,833 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: 44,942 shares; 2024Q4: 55,607 shares; 2025Q1: 60,243 shares; 2025Q2: 39,785 shares; 2025Q3: 27,291 shares; 2025Q4: 21,968 shares 21,968 $2.25M 0.03% -5,323 Timeline XJUL 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: 58,583 shares; 2025Q3: 57,478 shares; 2025Q4: 57,482 shares 57,482 $2.25M 0.03% +4 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: 38,499 shares; 2024Q4: 37,094 shares; 2025Q1: 37,190 shares; 2025Q2: 37,025 shares; 2025Q3: 37,028 shares; 2025Q4: 37,170 shares 37,170 $2.24M 0.03% +142 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: 64,380 shares; 2024Q4: 66,993 shares; 2025Q1: 56,580 shares; 2025Q2: 58,476 shares; 2025Q3: 57,702 shares; 2025Q4: 58,477 shares 58,477 $2.22M 0.03% +775 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,651 shares; 2025Q3: 10,184 shares; 2025Q4: 13,280 shares 13,280 $2.21M 0.03% +3,096 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,516 shares; 2024Q4: 5,629 shares; 2025Q1: 13,536 shares; 2025Q2: 49,541 shares; 2025Q3: 50,199 shares; 2025Q4: 49,654 shares 49,654 $2.21M 0.03% -545 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: 4,379 shares; 2024Q4: 3,343 shares; 2025Q1: 8,824 shares; 2025Q2: 15,239 shares; 2025Q3: 19,209 shares; 2025Q4: 21,993 shares 21,993 $2.21M 0.03% +2,784 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,607 shares; 2024Q4: 44,994 shares; 2025Q1: 53,801 shares; 2025Q2: 53,467 shares; 2025Q3: 49,646 shares; 2025Q4: 48,180 shares 48,180 $2.2M 0.03% -1,466 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: 15,956 shares; 2024Q4: 25,047 shares; 2025Q1: 37,873 shares; 2025Q2: 35,345 shares; 2025Q3: 12,993 shares; 2025Q4: 23,560 shares 23,560 $2.19M 0.03% +10,567 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,967 shares; 2025Q1: 8,092 shares; 2025Q2: 10,769 shares; 2025Q3: 10,772 shares; 2025Q4: 10,556 shares 10,556 $2.19M 0.03% -216 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,983 shares; 2025Q1: 6,164 shares; 2025Q2: 6,392 shares; 2025Q3: 6,699 shares; 2025Q4: 6,947 shares 6,947 $2.19M 0.03% +248 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: 71,026 shares; 2024Q4: 47,888 shares; 2025Q1: 47,849 shares; 2025Q2: 46,129 shares; 2025Q3: 46,105 shares; 2025Q4: 46,210 shares 46,210 $2.16M 0.03% +105 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 7,794 shares; 2025Q1: 7,646 shares; 2025Q2: 8,279 shares; 2025Q3: 8,905 shares; 2025Q4: 10,312 shares 10,312 $2.15M 0.03% +1,407 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,447 shares; 2024Q4: 24,984 shares; 2025Q1: 29,856 shares; 2025Q2: 24,622 shares; 2025Q3: 25,360 shares; 2025Q4: 26,094 shares 26,094 $2.15M 0.03% +734 Timeline IVSI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 83,400 shares 83,400 $2.14M 0.03% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,282 shares; 2025Q4: 43,583 shares 43,583 $2.14M 0.03% +23,301 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,697 shares; 2024Q4: 65,479 shares; 2025Q1: 94,090 shares; 2025Q2: 119,721 shares; 2025Q3: 122,077 shares; 2025Q4: 127,693 shares 127,693 $2.14M 0.03% +5,616 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,878 shares; 2024Q4: 101,357 shares; 2025Q1: 111,828 shares; 2025Q2: 117,301 shares; 2025Q3: 121,083 shares; 2025Q4: 20,185 shares 20,185 $2.13M 0.03% -100,898 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 17,206 shares; 2025Q1: 16,530 shares; 2025Q2: 55,592 shares; 2025Q3: 55,446 shares; 2025Q4: 36,230 shares 36,230 $2.13M 0.03% -19,216 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 14,691 shares; 2025Q1: 14,842 shares; 2025Q2: 17,966 shares; 2025Q3: 18,359 shares; 2025Q4: 16,452 shares 16,452 $2.12M 0.03% -1,907 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,880 shares; 2024Q4: 21,548 shares; 2025Q1: 22,851 shares; 2025Q2: 24,532 shares; 2025Q3: 25,380 shares; 2025Q4: 26,941 shares 26,941 $2.12M 0.03% +1,561 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 11,742 shares; 2025Q1: 10,458 shares; 2025Q2: 7,565 shares; 2025Q3: 9,901 shares; 2025Q4: 9,249 shares 9,249 $2.11M 0.03% -652 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: 11,187 shares; 2024Q4: 9,744 shares; 2025Q1: 9,740 shares; 2025Q2: 8,564 shares; 2025Q3: 12,521 shares; 2025Q4: 12,862 shares 12,862 $2.1M 0.03% +341 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 11,965 shares; 2025Q1: 12,350 shares; 2025Q2: 15,896 shares; 2025Q3: 16,715 shares; 2025Q4: 18,142 shares 18,142 $2.09M 0.03% +1,427 Timeline FAPR 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: 40,205 shares; 2025Q2: 45,137 shares; 2025Q3: 45,944 shares; 2025Q4: 46,895 shares 46,895 $2.08M 0.03% +951 Timeline GSEP 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: 52,613 shares; 2025Q4: 53,696 shares 53,696 $2.08M 0.03% +1,083 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 59,607 shares; 2025Q3: 67,033 shares; 2025Q4: 81,922 shares 81,922 $2.07M 0.03% +14,889 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 12,180 shares; 2025Q1: 12,767 shares; 2025Q2: 17,732 shares; 2025Q3: 16,535 shares; 2025Q4: 17,604 shares 17,604 $2.06M 0.03% +1,069 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 7,236 shares; 2025Q1: 9,957 shares; 2025Q2: 11,034 shares; 2025Q3: 11,469 shares; 2025Q4: 11,360 shares 11,360 $2.06M 0.03% -109 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,897 shares; 2024Q4: 23,365 shares; 2025Q1: 18,183 shares; 2025Q2: 17,263 shares; 2025Q3: 18,148 shares; 2025Q4: 19,708 shares 19,708 $2.06M 0.03% +1,560 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,579 shares; 2025Q3: 6,447 shares; 2025Q4: 5,572 shares 5,572 $2.05M 0.03% -875 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: 2,443 shares; 2025Q2: 6,711 shares; 2025Q3: 6,799 shares; 2025Q4: 6,540 shares 6,540 $2.05M 0.03% -259 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 11,821 shares; 2025Q1: 11,681 shares; 2025Q2: 12,120 shares; 2025Q3: 12,185 shares; 2025Q4: 12,183 shares 12,183 $2.05M 0.03% -2 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,120 shares; 2025Q4: 79,662 shares 79,662 $2.04M 0.03% +1,542 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: 19,948 shares; 2024Q4: 19,714 shares; 2025Q1: 19,674 shares; 2025Q2: 20,086 shares; 2025Q3: 19,515 shares; 2025Q4: 18,212 shares 18,212 $2.04M 0.03% -1,303 Timeline IVSS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 80,140 shares 80,140 $2.02M 0.03% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,694 shares; 2024Q4: 17,672 shares; 2025Q1: 15,572 shares; 2025Q2: 17,963 shares; 2025Q3: 17,956 shares; 2025Q4: 18,355 shares 18,355 $2.01M 0.03% +399 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,308 shares; 2025Q1: 3,471 shares; 2025Q2: 3,756 shares; 2025Q3: 3,855 shares; 2025Q4: 3,892 shares 3,892 $1.99M 0.03% +37 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,163 shares; 2024Q4: 17,696 shares; 2025Q1: 19,354 shares; 2025Q2: 19,886 shares; 2025Q3: 20,871 shares; 2025Q4: 16,207 shares 16,207 $1.97M 0.03% -4,664 Timeline BCDF 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: 13,700 shares; 2025Q2: 63,306 shares; 2025Q3: 63,756 shares; 2025Q4: 65,289 shares 65,289 $1.97M 0.03% +1,533 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: 14,054 shares; 2024Q4: 14,874 shares; 2025Q1: 23,557 shares; 2025Q2: 34,613 shares; 2025Q3: 30,740 shares; 2025Q4: 33,714 shares 33,714 $1.96M 0.03% +2,974 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,904 shares; 2024Q4: 13,492 shares; 2025Q1: 11,586 shares; 2025Q2: 10,123 shares; 2025Q3: 10,713 shares; 2025Q4: 16,064 shares 16,064 $1.96M 0.03% +5,351 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,030 shares; 2024Q4: 26,075 shares; 2025Q1: 21,361 shares; 2025Q2: 23,358 shares; 2025Q3: 19,814 shares; 2025Q4: 20,162 shares 20,162 $1.95M 0.03% +348 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,026 shares; 2024Q4: 23,559 shares; 2025Q1: 21,547 shares; 2025Q2: 17,668 shares; 2025Q3: 17,739 shares; 2025Q4: 16,941 shares 16,941 $1.94M 0.03% -798 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 10,885 shares; 2025Q1: 9,916 shares; 2025Q2: 28,920 shares; 2025Q3: 45,677 shares; 2025Q4: 40,790 shares 40,790 $1.94M 0.03% -4,887 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,804 shares; 2025Q1: 8,522 shares; 2025Q2: 8,393 shares; 2025Q3: 8,473 shares; 2025Q4: 8,460 shares 8,460 $1.92M 0.03% -13 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,828 shares; 2024Q4: 25,640 shares; 2025Q1: 40,047 shares; 2025Q2: 40,046 shares; 2025Q3: 40,046 shares; 2025Q4: 40,795 shares 40,795 $1.92M 0.03% +749 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: 3,802 shares; 2024Q4: 9,405 shares; 2025Q1: 10,139 shares; 2025Q2: 18,821 shares; 2025Q3: 26,921 shares; 2025Q4: 26,457 shares 26,457 $1.92M 0.03% -464 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: 34,298 shares; 2024Q4: 36,322 shares; 2025Q1: 40,870 shares; 2025Q2: 41,892 shares; 2025Q3: 41,899 shares; 2025Q4: 41,548 shares 41,548 $1.91M 0.03% -351 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 20,517 shares 20,517 $1.9M 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 13,160 shares; 2025Q1: 14,928 shares; 2025Q2: 26,514 shares; 2025Q3: 38,110 shares; 2025Q4: 35,199 shares 35,199 $1.89M 0.03% -2,911 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 13,394 shares; 2025Q1: 13,458 shares; 2025Q2: 25,234 shares; 2025Q3: 28,556 shares; 2025Q4: 16,406 shares 16,406 $1.88M 0.03% -12,150 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 23,094 shares; 2025Q1: 17,831 shares; 2025Q2: 18,241 shares; 2025Q3: 19,543 shares; 2025Q4: 38,820 shares 38,820 $1.88M 0.03% +19,277 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: 29,340 shares; 2024Q4: 17,225 shares; 2025Q1: 17,642 shares; 2025Q2: 16,632 shares; 2025Q3: 16,118 shares; 2025Q4: 13,818 shares 13,818 $1.88M 0.03% -2,300 Timeline XISE 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: 53,388 shares; 2024Q4: 55,001 shares; 2025Q1: 55,107 shares; 2025Q2: 56,060 shares; 2025Q3: 61,158 shares; 2025Q4: 61,569 shares 61,569 $1.87M 0.03% +411 Timeline RIGEL PHARMACEUTICALS INC RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS 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: 31,721 shares; 2025Q4: 43,666 shares 43,666 $1.87M 0.03% +11,945 VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,094 shares; 2024Q4: 22,670 shares; 2025Q1: 8,977 shares; 2025Q2: 7,206 shares; 2025Q3: 7,009 shares; 2025Q4: 6,488 shares 6,488 $1.87M 0.03% -521 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 10,126 shares; 2025Q1: 14,581 shares; 2025Q2: 22,963 shares; 2025Q3: 16,555 shares; 2025Q4: 15,175 shares 15,175 $1.87M 0.03% -1,380 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 15,790 shares; 2025Q1: 17,894 shares; 2025Q2: 15,356 shares; 2025Q3: 15,458 shares; 2025Q4: 16,451 shares 16,451 $1.87M 0.03% +993 Timeline SPYT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,958 shares 105,958 $1.85M 0.03% new Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 52,100 shares; 2025Q2: 62,895 shares; 2025Q3: 61,836 shares; 2025Q4: 69,583 shares 69,583 $1.85M 0.03% +7,747 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: 11,277 shares; 2024Q4: 9,831 shares; 2025Q1: 9,672 shares; 2025Q2: 28,801 shares; 2025Q3: 28,370 shares; 2025Q4: 27,544 shares 27,544 $1.85M 0.03% -826 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 19,133 shares; 2025Q1: 23,804 shares; 2025Q2: 47,793 shares; 2025Q3: 50,453 shares; 2025Q4: 49,353 shares 49,353 $1.85M 0.03% -1,100 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 15,331 shares; 2025Q1: 20,240 shares; 2025Q2: 18,479 shares; 2025Q3: 13,766 shares; 2025Q4: 14,391 shares 14,391 $1.83M 0.03% +625 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,547 shares; 2024Q4: 44,643 shares; 2025Q1: 47,449 shares; 2025Q2: 46,670 shares; 2025Q3: 55,301 shares; 2025Q4: 75,952 shares 75,952 $1.83M 0.03% +20,651 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,247 shares; 2025Q2: 9,793 shares; 2025Q3: 12,007 shares; 2025Q4: 12,696 shares 12,696 $1.83M 0.03% +689 Timeline PZA 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: 103,804 shares; 2024Q4: 103,703 shares; 2025Q1: 98,529 shares; 2025Q2: 89,381 shares; 2025Q3: 82,323 shares; 2025Q4: 78,737 shares 78,737 $1.83M 0.03% -3,586 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 15,256 shares; 2025Q1: 24,173 shares; 2025Q2: 11,380 shares; 2025Q3: 17,803 shares; 2025Q4: 17,612 shares 17,612 $1.83M 0.03% -191 Timeline IBHG ISHARES TR More: 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: 9,231 shares; 2025Q1: 78,224 shares; 2025Q2: 78,384 shares; 2025Q3: 79,532 shares; 2025Q4: 81,490 shares 81,490 $1.82M 0.03% +1,958 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,133 shares; 2025Q1: 38,447 shares; 2025Q2: 43,702 shares; 2025Q3: 43,286 shares; 2025Q4: 41,160 shares 41,160 $1.82M 0.03% -2,126 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 14,168 shares; 2025Q1: 14,285 shares; 2025Q2: 15,645 shares; 2025Q3: 15,725 shares; 2025Q4: 15,168 shares 15,168 $1.82M 0.03% -557 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 40,009 shares; 2025Q4: 40,487 shares 40,487 $1.81M 0.03% +478 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 3,621 shares; 2025Q1: 2,759 shares; 2025Q2: 2,987 shares; 2025Q3: 2,888 shares; 2025Q4: 3,161 shares 3,161 $1.8M 0.03% +273 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,366 shares; 2024Q4: 11,376 shares; 2025Q1: 12,785 shares; 2025Q2: 15,936 shares; 2025Q3: 23,745 shares; 2025Q4: 13,017 shares 13,017 $1.8M 0.03% -10,728 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,427 shares; 2024Q4: 26,795 shares; 2025Q1: 27,082 shares; 2025Q2: 37,157 shares; 2025Q3: 35,296 shares; 2025Q4: 26,722 shares 26,722 $1.79M 0.03% -8,574 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 15,359 shares; 2025Q1: 14,530 shares; 2025Q2: 11,497 shares; 2025Q3: 12,223 shares; 2025Q4: 14,025 shares 14,025 $1.79M 0.03% +1,802 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,618 shares; 2024Q4: 9,270 shares; 2025Q1: 7,917 shares; 2025Q2: 11,964 shares; 2025Q3: 12,169 shares; 2025Q4: 14,998 shares 14,998 $1.79M 0.03% +2,829 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,117 shares; 2024Q4: 12,768 shares; 2025Q1: 12,070 shares; 2025Q2: 28,379 shares; 2025Q3: 40,058 shares; 2025Q4: 45,354 shares 45,354 $1.79M 0.03% +5,296 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: not reported; 2024Q4: 7,215 shares; 2025Q1: 8,057 shares; 2025Q2: 8,784 shares; 2025Q3: 17,051 shares; 2025Q4: 35,025 shares 35,025 $1.78M 0.03% +17,974 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,982 shares; 2024Q4: 25,814 shares; 2025Q1: 73,547 shares; 2025Q2: 39,301 shares; 2025Q3: 41,921 shares; 2025Q4: 43,067 shares 43,067 $1.78M 0.03% +1,146 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,405 shares; 2024Q4: 40,503 shares; 2025Q1: 40,738 shares; 2025Q2: 38,076 shares; 2025Q3: 38,110 shares; 2025Q4: 37,936 shares 37,936 $1.78M 0.03% -174 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 577 shares; 2025Q1: 826 shares; 2025Q2: 2,014 shares; 2025Q3: 2,871 shares; 2025Q4: 3,203 shares 3,203 $1.77M 0.03% +332 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 2,437 shares; 2025Q1: 3,071 shares; 2025Q2: not reported; 2025Q3: 15,806 shares; 2025Q4: 26,451 shares 26,451 $1.77M 0.03% +10,645 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: not reported; 2024Q4: 12,829 shares; 2025Q1: 23,383 shares; 2025Q2: 24,641 shares; 2025Q3: 25,158 shares; 2025Q4: 23,363 shares 23,363 $1.77M 0.03% -1,795 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 11,452 shares; 2025Q1: 11,731 shares; 2025Q2: 12,847 shares; 2025Q3: 12,688 shares; 2025Q4: 12,528 shares 12,528 $1.77M 0.03% -160 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: 27,808 shares; 2024Q4: 20,144 shares; 2025Q1: 23,040 shares; 2025Q2: 22,208 shares; 2025Q3: 26,162 shares; 2025Q4: 17,679 shares 17,679 $1.77M 0.02% -8,483 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: 31,739 shares; 2024Q4: 29,310 shares; 2025Q1: 28,037 shares; 2025Q2: 25,869 shares; 2025Q3: 25,915 shares; 2025Q4: 25,363 shares 25,363 $1.76M 0.02% -552 Timeline REMX 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: 5,396 shares; 2025Q3: 5,733 shares; 2025Q4: 23,783 shares 23,783 $1.76M 0.02% +18,050 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,231 shares; 2025Q3: 83,811 shares; 2025Q4: 87,201 shares 87,201 $1.75M 0.02% +3,390 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,827 shares; 2024Q4: 10,928 shares; 2025Q1: 11,577 shares; 2025Q2: 11,985 shares; 2025Q3: 11,948 shares; 2025Q4: 12,225 shares 12,225 $1.75M 0.02% +277 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: not reported; 2025Q1: 17,116 shares; 2025Q2: 21,142 shares; 2025Q3: 22,092 shares; 2025Q4: 24,397 shares 24,397 $1.75M 0.02% +2,305 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,543 shares; 2025Q1: 48,043 shares; 2025Q2: 48,179 shares; 2025Q3: 64,564 shares; 2025Q4: 61,964 shares 61,964 $1.74M 0.02% -2,600 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: 19,321 shares; 2024Q4: 14,578 shares; 2025Q1: 15,384 shares; 2025Q2: 15,523 shares; 2025Q3: 15,733 shares; 2025Q4: 35,971 shares 35,971 $1.74M 0.02% +20,238 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 10,222 shares; 2025Q1: 10,200 shares; 2025Q2: 12,466 shares; 2025Q3: 12,622 shares; 2025Q4: 13,489 shares 13,489 $1.74M 0.02% +867 Timeline PSEP 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: 33,830 shares; 2025Q1: 33,830 shares; 2025Q2: 33,686 shares; 2025Q3: 39,700 shares; 2025Q4: 39,700 shares 39,700 $1.74M 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,068 shares; 2024Q4: 51,772 shares; 2025Q1: 45,329 shares; 2025Q2: 50,283 shares; 2025Q3: 50,724 shares; 2025Q4: 55,794 shares 55,794 $1.73M 0.02% +5,070 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: 7,790 shares; 2024Q4: 13,919 shares; 2025Q1: 13,311 shares; 2025Q2: 19,180 shares; 2025Q3: 29,610 shares; 2025Q4: 29,120 shares 29,120 $1.73M 0.02% -490 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: 25,303 shares; 2024Q4: 40,656 shares; 2025Q1: 42,652 shares; 2025Q2: 47,737 shares; 2025Q3: 53,055 shares; 2025Q4: 55,278 shares 55,278 $1.73M 0.02% +2,223 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,152 shares; 2024Q4: 24,760 shares; 2025Q1: 26,826 shares; 2025Q2: 27,895 shares; 2025Q3: 28,717 shares; 2025Q4: 25,785 shares 25,785 $1.72M 0.02% -2,932 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 14,682 shares; 2025Q1: 15,252 shares; 2025Q2: 16,794 shares; 2025Q3: 16,782 shares; 2025Q4: 16,679 shares 16,679 $1.72M 0.02% -103 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,176 shares; 2024Q4: 30,608 shares; 2025Q1: 27,230 shares; 2025Q2: 25,508 shares; 2025Q3: 26,083 shares; 2025Q4: 30,311 shares 30,311 $1.72M 0.02% +4,228 Timeline BUFG 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: 131,079 shares; 2024Q4: 108,484 shares; 2025Q1: 111,126 shares; 2025Q2: 103,624 shares; 2025Q3: 94,197 shares; 2025Q4: 62,314 shares 62,314 $1.71M 0.02% -31,883 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 142,453 shares; 2025Q1: 88,429 shares; 2025Q2: 90,411 shares; 2025Q3: 97,865 shares; 2025Q4: 39,471 shares 39,471 $1.71M 0.02% -58,394 Timeline SCHA 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: 15,361 shares; 2024Q4: 30,862 shares; 2025Q1: 110,909 shares; 2025Q2: 188,415 shares; 2025Q3: 182,651 shares; 2025Q4: 59,902 shares 59,902 $1.71M 0.02% -122,749 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 17,026 shares; 2025Q1: 16,614 shares; 2025Q2: 28,355 shares; 2025Q3: 26,506 shares; 2025Q4: 27,294 shares 27,294 $1.71M 0.02% +788 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,059 shares; 2025Q3: 24,563 shares; 2025Q4: 33,845 shares 33,845 $1.69M 0.02% +9,282 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,687 shares; 2025Q1: 15,917 shares; 2025Q2: 16,754 shares; 2025Q3: 19,088 shares; 2025Q4: 22,107 shares 22,107 $1.68M 0.02% +3,019 Timeline UXOC 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: 45,284 shares; 2025Q4: 47,263 shares 47,263 $1.68M 0.02% +1,979 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,614 shares; 2024Q4: 50,495 shares; 2025Q1: 65,561 shares; 2025Q2: 66,519 shares; 2025Q3: 85,820 shares; 2025Q4: 116,978 shares 116,978 $1.68M 0.02% +31,158 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 37,138 shares; 2025Q1: 37,138 shares; 2025Q2: 36,718 shares; 2025Q3: 36,718 shares; 2025Q4: 42,308 shares 42,308 $1.68M 0.02% +5,590 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,495 shares; 2024Q4: 98,268 shares; 2025Q1: 119,440 shares; 2025Q2: 87,744 shares; 2025Q3: 93,230 shares; 2025Q4: 75,413 shares 75,413 $1.67M 0.02% -17,817 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,782 shares; 2025Q2: 4,166 shares; 2025Q3: 4,652 shares; 2025Q4: 11,651 shares 11,651 $1.67M 0.02% +6,999 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: 15,293 shares; 2024Q4: 6,317 shares; 2025Q1: 4,866 shares; 2025Q2: 4,790 shares; 2025Q3: 4,990 shares; 2025Q4: 5,347 shares 5,347 $1.67M 0.02% +357 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 9,958 shares; 2025Q1: 13,925 shares; 2025Q2: 17,935 shares; 2025Q3: 9,237 shares; 2025Q4: 8,883 shares 8,883 $1.67M 0.02% -354 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,752 shares; 2024Q4: 27,255 shares; 2025Q1: 27,653 shares; 2025Q2: 30,465 shares; 2025Q3: 30,481 shares; 2025Q4: 30,924 shares 30,924 $1.67M 0.02% +443 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 7,434 shares; 2025Q1: 18,983 shares; 2025Q2: 19,822 shares; 2025Q3: 32,435 shares; 2025Q4: 32,747 shares 32,747 $1.65M 0.02% +312 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES 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: 54,918 shares; 2025Q3: 56,859 shares; 2025Q4: 56,859 shares 56,859 $1.65M 0.02% 0 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: 14,532 shares; 2024Q4: 13,297 shares; 2025Q1: 15,650 shares; 2025Q2: 15,857 shares; 2025Q3: 16,685 shares; 2025Q4: 17,166 shares 17,166 $1.65M 0.02% +481 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 10,014 shares; 2025Q4: 10,351 shares 10,351 $1.63M 0.02% +337 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: 56,626 shares; 2025Q4: 63,408 shares 63,408 $1.62M 0.02% +6,782 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,137 shares; 2024Q4: 63,345 shares; 2025Q1: 70,668 shares; 2025Q2: 73,671 shares; 2025Q3: 72,606 shares; 2025Q4: 36,456 shares 36,456 $1.62M 0.02% -36,150 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 3,399 shares; 2025Q1: 3,790 shares; 2025Q2: 3,314 shares; 2025Q3: 3,423 shares; 2025Q4: 3,614 shares 3,614 $1.61M 0.02% +191 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,590 shares; 2024Q4: 90,672 shares; 2025Q1: 63,127 shares; 2025Q2: 33,969 shares; 2025Q3: 33,969 shares; 2025Q4: 41,932 shares 41,932 $1.61M 0.02% +7,963 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: not reported; 2025Q1: 1,238 shares; 2025Q2: 890 shares; 2025Q3: 4,777 shares; 2025Q4: 5,098 shares 5,098 $1.61M 0.02% +321 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,156 shares; 2024Q4: 35,939 shares; 2025Q1: 35,939 shares; 2025Q2: 36,098 shares; 2025Q3: 35,753 shares; 2025Q4: 36,992 shares 36,992 $1.6M 0.02% +1,239 Timeline SCHB 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: 27,345 shares; 2024Q4: 77,022 shares; 2025Q1: 58,983 shares; 2025Q2: 60,029 shares; 2025Q3: 62,096 shares; 2025Q4: 60,945 shares 60,945 $1.6M 0.02% -1,151 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS 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: 55,621 shares; 2025Q3: 55,621 shares; 2025Q4: 55,621 shares 55,621 $1.59M 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 17,957 shares; 2025Q1: 17,134 shares; 2025Q2: 40,124 shares; 2025Q3: 41,306 shares; 2025Q4: 39,572 shares 39,572 $1.59M 0.02% -1,734 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: 14,188 shares; 2024Q4: 14,252 shares; 2025Q1: 14,237 shares; 2025Q2: 16,680 shares; 2025Q3: 17,189 shares; 2025Q4: 11,523 shares 11,523 $1.59M 0.02% -5,666 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,258 shares; 2025Q1: not reported; 2025Q2: 11,470 shares; 2025Q3: 12,900 shares; 2025Q4: 13,074 shares 13,074 $1.58M 0.02% +174 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,198 shares; 2024Q4: 77,331 shares; 2025Q1: 116,636 shares; 2025Q2: 47,517 shares; 2025Q3: 50,738 shares; 2025Q4: 62,774 shares 62,774 $1.58M 0.02% +12,036 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 2,399 shares; 2025Q1: 2,277 shares; 2025Q2: 3,833 shares; 2025Q3: 6,427 shares; 2025Q4: 4,515 shares 4,515 $1.58M 0.02% -1,912 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: 10,601 shares; 2024Q4: 18,787 shares; 2025Q1: 19,512 shares; 2025Q2: 21,456 shares; 2025Q3: 21,255 shares; 2025Q4: 21,067 shares 21,067 $1.58M 0.02% -188 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 24,500 shares; 2025Q1: 27,796 shares; 2025Q2: 30,741 shares; 2025Q3: 27,086 shares; 2025Q4: 28,759 shares 28,759 $1.58M 0.02% +1,673 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 1,691 shares; 2025Q1: 5,100 shares; 2025Q2: 6,230 shares; 2025Q3: 6,401 shares; 2025Q4: 5,537 shares 5,537 $1.57M 0.02% -864 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: 249,203 shares; 2024Q4: 264,388 shares; 2025Q1: 258,395 shares; 2025Q2: 257,724 shares; 2025Q3: 255,577 shares; 2025Q4: 19,626 shares 19,626 $1.57M 0.02% -235,951 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: 48,878 shares; 2024Q4: 53,454 shares; 2025Q1: 64,125 shares; 2025Q2: 75,451 shares; 2025Q3: 98,180 shares; 2025Q4: 81,715 shares 81,715 $1.56M 0.02% -16,465 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: 24,141 shares; 2024Q4: 36,043 shares; 2025Q1: 32,354 shares; 2025Q2: 36,794 shares; 2025Q3: 39,640 shares; 2025Q4: 42,214 shares 42,214 $1.56M 0.02% +2,574 Timeline XME 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: 19,898 shares; 2024Q4: 10,675 shares; 2025Q1: 10,992 shares; 2025Q2: 10,209 shares; 2025Q3: 10,806 shares; 2025Q4: 15,011 shares 15,011 $1.56M 0.02% +4,205 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,914 shares; 2024Q4: 16,872 shares; 2025Q1: 15,908 shares; 2025Q2: 15,080 shares; 2025Q3: 14,453 shares; 2025Q4: 14,473 shares 14,473 $1.55M 0.02% +20 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,729 shares; 2024Q4: 91,510 shares; 2025Q1: 75,576 shares; 2025Q2: 80,582 shares; 2025Q3: 78,993 shares; 2025Q4: 75,258 shares 75,258 $1.55M 0.02% -3,735 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,496 shares; 2025Q1: 4,930 shares; 2025Q2: 6,569 shares; 2025Q3: 7,317 shares; 2025Q4: 7,318 shares 7,318 $1.55M 0.02% +1 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,609 shares; 2024Q4: 35,079 shares; 2025Q1: 63,799 shares; 2025Q2: 53,211 shares; 2025Q3: 45,448 shares; 2025Q4: 66,304 shares 66,304 $1.55M 0.02% +20,856 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 6,452 shares; 2025Q1: 3,053 shares; 2025Q2: 5,323 shares; 2025Q3: 7,743 shares; 2025Q4: 7,456 shares 7,456 $1.55M 0.02% -287 Timeline SMMV ISHARES TR More: 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: 24,763 shares; 2025Q3: 26,417 shares; 2025Q4: 35,641 shares 35,641 $1.54M 0.02% +9,224 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 49,864 shares 49,864 $1.54M 0.02% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,914 shares; 2024Q4: 16,239 shares; 2025Q1: 14,903 shares; 2025Q2: 11,769 shares; 2025Q3: 17,531 shares; 2025Q4: 14,265 shares 14,265 $1.53M 0.02% -3,266 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,030 shares; 2024Q4: 30,536 shares; 2025Q1: 27,977 shares; 2025Q2: 29,439 shares; 2025Q3: 34,733 shares; 2025Q4: 35,598 shares 35,598 $1.53M 0.02% +865 Timeline FIDU 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: 61,400 shares; 2024Q4: 11,929 shares; 2025Q1: 11,882 shares; 2025Q2: 9,194 shares; 2025Q3: 9,167 shares; 2025Q4: 18,478 shares 18,478 $1.52M 0.02% +9,311 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 4,673 shares; 2025Q1: 4,820 shares; 2025Q2: 18,979 shares; 2025Q3: 6,838 shares; 2025Q4: 6,805 shares 6,805 $1.52M 0.02% -33 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,167 shares; 2024Q4: 9,591 shares; 2025Q1: 9,641 shares; 2025Q2: 44,713 shares; 2025Q3: 39,632 shares; 2025Q4: 35,650 shares 35,650 $1.52M 0.02% -3,982 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 10,807 shares; 2025Q3: 15,148 shares; 2025Q4: 15,105 shares 15,105 $1.52M 0.02% -43 Timeline SMAY 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: 45,285 shares; 2025Q2: 57,059 shares; 2025Q3: 57,180 shares; 2025Q4: 58,345 shares 58,345 $1.52M 0.02% +1,165 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,499 shares; 2024Q4: 88,988 shares; 2025Q1: 60,107 shares; 2025Q2: 59,628 shares; 2025Q3: 60,531 shares; 2025Q4: 64,531 shares 64,531 $1.51M 0.02% +4,000 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: 4,005 shares; 2025Q1: not reported; 2025Q2: 13,627 shares; 2025Q3: 24,771 shares; 2025Q4: 25,178 shares 25,178 $1.5M 0.02% +407 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 15,105 shares; 2025Q1: 14,842 shares; 2025Q2: 14,521 shares; 2025Q3: 11,325 shares; 2025Q4: 9,428 shares 9,428 $1.5M 0.02% -1,897 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,562 shares; 2025Q1: 4,819 shares; 2025Q2: not reported; 2025Q3: 4,580 shares; 2025Q4: 4,230 shares 4,230 $1.5M 0.02% -350 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,319 shares; 2025Q2: 3,322 shares; 2025Q3: 3,307 shares; 2025Q4: 3,307 shares 3,307 $1.48M 0.02% 0 Timeline FENY 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: 142,571 shares; 2024Q4: 220,959 shares; 2025Q1: 228,936 shares; 2025Q2: 52,495 shares; 2025Q3: 68,353 shares; 2025Q4: 59,816 shares 59,816 $1.48M 0.02% -8,537 Timeline SNOV 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: 48,728 shares; 2025Q2: 58,776 shares; 2025Q3: 58,696 shares; 2025Q4: 59,890 shares 59,890 $1.48M 0.02% +1,194 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: 42,462 shares; 2024Q4: 45,258 shares; 2025Q1: 41,526 shares; 2025Q2: 18,968 shares; 2025Q3: 17,839 shares; 2025Q4: 18,199 shares 18,199 $1.48M 0.02% +360 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 10,844 shares; 2025Q3: 21,879 shares; 2025Q4: 22,989 shares 22,989 $1.48M 0.02% +1,110 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: 22,897 shares; 2024Q4: 20,754 shares; 2025Q1: 18,411 shares; 2025Q2: 18,775 shares; 2025Q3: 21,867 shares; 2025Q4: 20,685 shares 20,685 $1.48M 0.02% -1,182 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: 27,996 shares; 2024Q4: 30,917 shares; 2025Q1: 28,565 shares; 2025Q2: 25,262 shares; 2025Q3: 25,128 shares; 2025Q4: 26,026 shares 26,026 $1.47M 0.02% +898 Timeline JHMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,290 shares; 2025Q4: 35,202 shares 35,202 $1.46M 0.02% +6,912 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,274 shares; 2024Q4: 16,465 shares; 2025Q1: 15,376 shares; 2025Q2: 14,912 shares; 2025Q3: 14,631 shares; 2025Q4: 14,242 shares 14,242 $1.46M 0.02% -389 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,366 shares; 2024Q4: 11,269 shares; 2025Q1: 11,200 shares; 2025Q2: 11,197 shares; 2025Q3: 11,193 shares; 2025Q4: 11,193 shares 11,193 $1.46M 0.02% 0 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,491 shares; 2024Q4: 36,767 shares; 2025Q1: 35,796 shares; 2025Q2: 37,526 shares; 2025Q3: 37,125 shares; 2025Q4: 38,944 shares 38,944 $1.45M 0.02% +1,819 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,700 shares; 2024Q4: 28,934 shares; 2025Q1: 30,650 shares; 2025Q2: 31,209 shares; 2025Q3: 30,478 shares; 2025Q4: 30,266 shares 30,266 $1.45M 0.02% -212 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 14,421 shares; 2025Q1: 12,288 shares; 2025Q2: 13,799 shares; 2025Q3: 13,140 shares; 2025Q4: 21,558 shares 21,558 $1.44M 0.02% +8,418 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: 21,303 shares; 2025Q1: 35,492 shares; 2025Q2: 30,063 shares; 2025Q3: 31,087 shares; 2025Q4: 31,669 shares 31,669 $1.44M 0.02% +582 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: 23,685 shares; 2024Q4: 25,629 shares; 2025Q1: 22,060 shares; 2025Q2: 18,286 shares; 2025Q3: 28,607 shares; 2025Q4: 28,184 shares 28,184 $1.44M 0.02% -423 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,331 shares; 2025Q1: 37,331 shares; 2025Q2: 37,331 shares; 2025Q3: 36,742 shares; 2025Q4: 36,621 shares 36,621 $1.44M 0.02% -121 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 10,689 shares; 2025Q1: 10,626 shares; 2025Q2: 10,693 shares; 2025Q3: 10,767 shares; 2025Q4: 10,844 shares 10,844 $1.44M 0.02% +77 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,359 shares; 2024Q4: 16,536 shares; 2025Q1: 17,856 shares; 2025Q2: 28,003 shares; 2025Q3: 27,301 shares; 2025Q4: 27,097 shares 27,097 $1.43M 0.02% -204 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,342 shares; 2025Q1: 6,422 shares; 2025Q2: 7,459 shares; 2025Q3: 5,748 shares; 2025Q4: 5,870 shares 5,870 $1.43M 0.02% +122 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 42,710 shares; 2025Q1: 28,060 shares; 2025Q2: 24,538 shares; 2025Q3: 24,363 shares; 2025Q4: 24,198 shares 24,198 $1.43M 0.02% -165 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 15,827 shares; 2025Q3: 17,652 shares; 2025Q4: 18,062 shares 18,062 $1.41M 0.02% +410 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 21,880 shares; 2025Q1: 24,489 shares; 2025Q2: 21,695 shares; 2025Q3: 9,613 shares; 2025Q4: 7,607 shares 7,607 $1.4M 0.02% -2,006 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 12,319 shares; 2025Q1: 11,775 shares; 2025Q2: 12,120 shares; 2025Q3: 11,776 shares; 2025Q4: 18,981 shares 18,981 $1.4M 0.02% +7,205 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,788 shares; 2025Q1: 5,810 shares; 2025Q2: 5,208 shares; 2025Q3: 5,188 shares; 2025Q4: 3,493 shares 3,493 $1.4M 0.02% -1,695 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,057 shares; 2024Q4: 46,053 shares; 2025Q1: 50,492 shares; 2025Q2: 63,715 shares; 2025Q3: 66,084 shares; 2025Q4: 59,745 shares 59,745 $1.4M 0.02% -6,339 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 23,962 shares; 2025Q1: 23,867 shares; 2025Q2: 30,025 shares; 2025Q3: 30,025 shares; 2025Q4: 30,025 shares 30,025 $1.39M 0.02% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 15,294 shares; 2025Q1: 13,317 shares; 2025Q2: 14,489 shares; 2025Q3: 15,625 shares; 2025Q4: 15,050 shares 15,050 $1.39M 0.02% -575 Timeline BBUS 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: 4,817 shares; 2024Q4: 13,067 shares; 2025Q1: 14,255 shares; 2025Q2: 14,977 shares; 2025Q3: 10,799 shares; 2025Q4: 11,265 shares 11,265 $1.39M 0.02% +466 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 26,347 shares 26,347 $1.39M 0.02% +26,313 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 25,688 shares; 2025Q1: 28,550 shares; 2025Q2: 54,228 shares; 2025Q3: 50,247 shares; 2025Q4: 57,639 shares 57,639 $1.38M 0.02% +7,392 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: 21,218 shares; 2024Q4: 22,777 shares; 2025Q1: 23,140 shares; 2025Q2: 22,481 shares; 2025Q3: 24,776 shares; 2025Q4: 23,490 shares 23,490 $1.38M 0.02% -1,286 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,360 shares; 2024Q4: 22,129 shares; 2025Q1: 21,441 shares; 2025Q2: 21,030 shares; 2025Q3: 21,605 shares; 2025Q4: 16,783 shares 16,783 $1.38M 0.02% -4,822 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 10,523 shares; 2025Q1: 6,603 shares; 2025Q2: 9,580 shares; 2025Q3: 8,464 shares; 2025Q4: 15,325 shares 15,325 $1.37M 0.02% +6,861 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,822 shares; 2025Q4: 53,233 shares 53,233 $1.37M 0.02% +49,411 Timeline YMAR 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: 19,041 shares; 2025Q1: 37,372 shares; 2025Q2: 48,485 shares; 2025Q3: 49,725 shares; 2025Q4: 50,728 shares 50,728 $1.37M 0.02% +1,003 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: 10,492 shares; 2024Q4: 10,513 shares; 2025Q1: 12,885 shares; 2025Q2: 15,469 shares; 2025Q3: 17,616 shares; 2025Q4: 19,179 shares 19,179 $1.37M 0.02% +1,563 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: 11,122 shares; 2024Q4: 34,238 shares; 2025Q1: 28,482 shares; 2025Q2: 37,067 shares; 2025Q3: 36,682 shares; 2025Q4: 40,095 shares 40,095 $1.37M 0.02% +3,413 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,594 shares; 2024Q4: 235,223 shares; 2025Q1: 284,884 shares; 2025Q2: 301,637 shares; 2025Q3: 363,262 shares; 2025Q4: 330,281 shares 330,281 $1.36M 0.02% -32,981 Timeline YSEP 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: 21,857 shares; 2025Q1: 39,163 shares; 2025Q2: 50,890 shares; 2025Q3: 51,266 shares; 2025Q4: 52,308 shares 52,308 $1.36M 0.02% +1,042 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,155 shares; 2025Q4: 30,515 shares 30,515 $1.36M 0.02% +23,360 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,031 shares; 2024Q4: 38,137 shares; 2025Q1: 66,772 shares; 2025Q2: 74,451 shares; 2025Q3: 74,936 shares; 2025Q4: 79,318 shares 79,318 $1.36M 0.02% +4,382 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 4,420 shares; 2025Q1: 4,375 shares; 2025Q2: 5,167 shares; 2025Q3: 4,919 shares; 2025Q4: 4,922 shares 4,922 $1.35M 0.02% +3 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,451 shares; 2025Q1: 5,217 shares; 2025Q2: 5,371 shares; 2025Q3: 5,657 shares; 2025Q4: 5,397 shares 5,397 $1.35M 0.02% -260 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: 37,586 shares; 2024Q4: 27,812 shares; 2025Q1: 24,866 shares; 2025Q2: 13,403 shares; 2025Q3: 21,348 shares; 2025Q4: 19,744 shares 19,744 $1.35M 0.02% -1,604 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: not reported; 2024Q4: 5,466 shares; 2025Q1: 10,239 shares; 2025Q2: 11,285 shares; 2025Q3: 12,993 shares; 2025Q4: 18,011 shares 18,011 $1.35M 0.02% +5,018 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,629 shares; 2025Q1: 10,362 shares; 2025Q2: 16,764 shares; 2025Q3: 17,403 shares; 2025Q4: 34,748 shares 34,748 $1.35M 0.02% +17,345 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: 69,003 shares; 2024Q4: 57,400 shares; 2025Q1: 39,291 shares; 2025Q2: 32,303 shares; 2025Q3: 28,468 shares; 2025Q4: 26,863 shares 26,863 $1.34M 0.02% -1,605 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY 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: 48,227 shares; 2025Q2: 237,397 shares; 2025Q3: 237,397 shares; 2025Q4: 238,677 shares 238,677 $1.34M 0.02% +1,280 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,149 shares; 2024Q4: 34,657 shares; 2025Q1: 34,285 shares; 2025Q2: 36,982 shares; 2025Q3: 41,323 shares; 2025Q4: 41,109 shares 41,109 $1.34M 0.02% -214 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 61,779 shares; 2025Q1: 109,860 shares; 2025Q2: 109,302 shares; 2025Q3: 66,173 shares; 2025Q4: 64,873 shares 64,873 $1.32M 0.02% -1,300 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,730 shares; 2024Q4: 26,497 shares; 2025Q1: 26,597 shares; 2025Q2: 24,930 shares; 2025Q3: 25,834 shares; 2025Q4: 28,862 shares 28,862 $1.32M 0.02% +3,028 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,574 shares; 2024Q4: 42,409 shares; 2025Q1: 43,496 shares; 2025Q2: 44,988 shares; 2025Q3: 42,251 shares; 2025Q4: 35,250 shares 35,250 $1.32M 0.02% -7,001 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,685 shares; 2025Q3: 51,065 shares; 2025Q4: 51,065 shares 51,065 $1.32M 0.02% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,946 shares; 2025Q1: 7,922 shares; 2025Q2: 4,690 shares; 2025Q3: 5,972 shares; 2025Q4: 6,672 shares 6,672 $1.32M 0.02% +700 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,876 shares; 2024Q4: 35,549 shares; 2025Q1: 37,457 shares; 2025Q2: 41,432 shares; 2025Q3: 45,912 shares; 2025Q4: 43,496 shares 43,496 $1.31M 0.02% -2,416 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 1,782 shares; 2025Q3: 2,289 shares; 2025Q4: 7,531 shares 7,531 $1.31M 0.02% +5,242 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 6,369 shares; 2025Q1: 7,000 shares; 2025Q2: 7,440 shares; 2025Q3: 7,510 shares; 2025Q4: 31,103 shares 31,103 $1.3M 0.02% +23,593 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 6,631 shares; 2025Q1: 6,642 shares; 2025Q2: 7,138 shares; 2025Q3: 7,267 shares; 2025Q4: 7,454 shares 7,454 $1.3M 0.02% +187 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,803 shares; 2025Q1: 15,807 shares; 2025Q2: 23,429 shares; 2025Q3: 10,182 shares; 2025Q4: 19,895 shares 19,895 $1.29M 0.02% +9,713 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: 21,448 shares; 2024Q4: 20,460 shares; 2025Q1: 14,579 shares; 2025Q2: 16,577 shares; 2025Q3: 20,881 shares; 2025Q4: 14,783 shares 14,783 $1.29M 0.02% -6,098 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,325 shares; 2024Q4: 81,319 shares; 2025Q1: 52,854 shares; 2025Q2: 51,011 shares; 2025Q3: 20,401 shares; 2025Q4: 11,272 shares 11,272 $1.28M 0.02% -9,129 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: 46,392 shares; 2024Q4: 49,386 shares; 2025Q1: 49,429 shares; 2025Q2: 34,726 shares; 2025Q3: 22,430 shares; 2025Q4: 21,844 shares 21,844 $1.28M 0.02% -586 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 10,700 shares; 2025Q1: 7,940 shares; 2025Q2: 7,104 shares; 2025Q3: 23,188 shares; 2025Q4: 23,358 shares 23,358 $1.26M 0.02% +170 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,219 shares; 2024Q4: 47,850 shares; 2025Q1: 56,713 shares; 2025Q2: 15,213 shares; 2025Q3: 15,001 shares; 2025Q4: 32,645 shares 32,645 $1.26M 0.02% +17,644 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: 6,730 shares; 2024Q4: 2,650 shares; 2025Q1: 2,464 shares; 2025Q2: 3,132 shares; 2025Q3: 3,785 shares; 2025Q4: 3,727 shares 3,727 $1.26M 0.02% -58 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,528 shares; 2024Q4: 36,230 shares; 2025Q1: 34,047 shares; 2025Q2: 47,161 shares; 2025Q3: 44,450 shares; 2025Q4: 40,240 shares 40,240 $1.26M 0.02% -4,210 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,693 shares; 2024Q4: 30,117 shares; 2025Q1: 35,158 shares; 2025Q2: 36,318 shares; 2025Q3: 36,535 shares; 2025Q4: 37,847 shares 37,847 $1.25M 0.02% +1,312 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: 4,352 shares; 2024Q4: 8,598 shares; 2025Q1: 13,091 shares; 2025Q2: 8,499 shares; 2025Q3: 8,868 shares; 2025Q4: 13,631 shares 13,631 $1.25M 0.02% +4,763 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,289 shares; 2025Q4: 13,820 shares 13,820 $1.23M 0.02% +531 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,503 shares; 2024Q4: 15,820 shares; 2025Q1: 17,895 shares; 2025Q2: 19,442 shares; 2025Q3: 19,446 shares; 2025Q4: 26,855 shares 26,855 $1.23M 0.02% +7,409 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,244 shares; 2024Q4: 15,991 shares; 2025Q1: 16,018 shares; 2025Q2: 31,484 shares; 2025Q3: 31,484 shares; 2025Q4: 31,484 shares 31,484 $1.23M 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 1,931 shares; 2025Q1: 7,095 shares; 2025Q2: 7,344 shares; 2025Q3: 4,529 shares; 2025Q4: 2,109 shares 2,109 $1.22M 0.02% -2,420 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: not reported; 2025Q4: 54,974 shares 54,974 $1.22M 0.02% new Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,539 shares; 2024Q4: 31,425 shares; 2025Q1: 31,062 shares; 2025Q2: 32,298 shares; 2025Q3: 36,508 shares; 2025Q4: 36,375 shares 36,375 $1.22M 0.02% -133 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,174 shares; 2024Q4: 29,382 shares; 2025Q1: 36,013 shares; 2025Q2: 40,173 shares; 2025Q3: 39,857 shares; 2025Q4: 75,518 shares 75,518 $1.21M 0.02% +35,661 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,038 shares; 2025Q1: 5,779 shares; 2025Q2: 6,097 shares; 2025Q3: 6,001 shares; 2025Q4: 5,944 shares 5,944 $1.21M 0.02% -57 Timeline SJNK 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: 23,177 shares; 2025Q1: 44,921 shares; 2025Q2: 59,900 shares; 2025Q3: 30,567 shares; 2025Q4: 47,498 shares 47,498 $1.2M 0.02% +16,931 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 7,944 shares; 2025Q1: 7,653 shares; 2025Q2: 7,677 shares; 2025Q3: 7,651 shares; 2025Q4: 9,055 shares 9,055 $1.2M 0.02% +1,404 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 4,554 shares; 2025Q1: 4,753 shares; 2025Q2: 1,339 shares; 2025Q3: 2,192 shares; 2025Q4: 5,944 shares 5,944 $1.2M 0.02% +3,752 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 12,766 shares; 2025Q1: 12,575 shares; 2025Q2: 3,257 shares; 2025Q3: 3,483 shares; 2025Q4: 3,699 shares 3,699 $1.19M 0.02% +216 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: 8,916 shares; 2025Q3: 10,505 shares; 2025Q4: 12,793 shares 12,793 $1.19M 0.02% +2,288 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 17,146 shares; 2025Q1: 18,616 shares; 2025Q2: 19,640 shares; 2025Q3: 20,928 shares; 2025Q4: 20,373 shares 20,373 $1.19M 0.02% -555 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL 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: 1,171 shares; 2025Q2: 4,717 shares; 2025Q3: 4,696 shares; 2025Q4: 4,740 shares 4,740 $1.19M 0.02% +44 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: 5,661 shares; 2024Q4: 3,894 shares; 2025Q1: 3,909 shares; 2025Q2: 5,836 shares; 2025Q3: 5,740 shares; 2025Q4: 5,276 shares 5,276 $1.19M 0.02% -464 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 16,792 shares; 2025Q1: 19,141 shares; 2025Q2: 16,798 shares; 2025Q3: 17,080 shares; 2025Q4: 17,085 shares 17,085 $1.19M 0.02% +5 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,169 shares; 2024Q4: 7,563 shares; 2025Q1: 8,223 shares; 2025Q2: 5,492 shares; 2025Q3: 6,103 shares; 2025Q4: 5,761 shares 5,761 $1.18M 0.02% -342 Timeline FMUB 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: not reported; 2025Q3: 21,977 shares; 2025Q4: 23,216 shares 23,216 $1.18M 0.02% +1,239 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,353 shares; 2024Q4: 14,761 shares; 2025Q1: 12,888 shares; 2025Q2: 14,771 shares; 2025Q3: 14,984 shares; 2025Q4: 13,676 shares 13,676 $1.18M 0.02% -1,308 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,397 shares; 2024Q4: 23,704 shares; 2025Q1: 19,920 shares; 2025Q2: 22,221 shares; 2025Q3: 22,858 shares; 2025Q4: 23,176 shares 23,176 $1.18M 0.02% +318 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,514 shares; 2025Q1: 1,499 shares; 2025Q2: 2,567 shares; 2025Q3: 2,385 shares; 2025Q4: 4,508 shares 4,508 $1.17M 0.02% +2,123 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,467 shares; 2025Q1: 6,922 shares; 2025Q2: 7,219 shares; 2025Q3: 7,911 shares; 2025Q4: 8,148 shares 8,148 $1.17M 0.02% +237 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,369 shares; 2025Q3: 19,469 shares; 2025Q4: 94,869 shares 94,869 $1.17M 0.02% +75,400 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,059 shares; 2025Q1: 4,413 shares; 2025Q2: 4,544 shares; 2025Q3: 9,818 shares; 2025Q4: 9,468 shares 9,468 $1.16M 0.02% -350 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,361 shares; 2024Q4: 79,066 shares; 2025Q1: 77,425 shares; 2025Q2: 70,982 shares; 2025Q3: 89,035 shares; 2025Q4: 72,525 shares 72,525 $1.16M 0.02% -16,510 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,539 shares; 2025Q1: 27,181 shares; 2025Q2: 27,294 shares; 2025Q3: 27,431 shares; 2025Q4: 33,687 shares 33,687 $1.15M 0.02% +6,256 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 21,098 shares; 2025Q1: 16,694 shares; 2025Q2: 20,245 shares; 2025Q3: 22,667 shares; 2025Q4: 24,641 shares 24,641 $1.15M 0.02% +1,974 Timeline BSCQ 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: 22,179 shares; 2024Q4: 24,696 shares; 2025Q1: 28,518 shares; 2025Q2: 49,467 shares; 2025Q3: 54,596 shares; 2025Q4: 58,680 shares 58,680 $1.15M 0.02% +4,084 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: 31,677 shares; 2024Q4: 30,307 shares; 2025Q1: 27,950 shares; 2025Q2: 33,716 shares; 2025Q3: 26,808 shares; 2025Q4: 25,838 shares 25,838 $1.15M 0.02% -970 Timeline QMAG 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: 48,835 shares; 2025Q4: 48,225 shares 48,225 $1.14M 0.02% -610 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 4,820 shares; 2025Q1: 4,952 shares; 2025Q2: 5,707 shares; 2025Q3: 5,932 shares; 2025Q4: 6,331 shares 6,331 $1.14M 0.02% +399 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,662 shares; 2024Q4: 27,348 shares; 2025Q1: 24,723 shares; 2025Q2: 9,984 shares; 2025Q3: 10,044 shares; 2025Q4: 10,002 shares 10,002 $1.14M 0.02% -42 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 631 shares; 2025Q2: 631 shares; 2025Q3: 606 shares; 2025Q4: 1,968 shares 1,968 $1.14M 0.02% +1,362 Timeline QMAR 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: 11,983 shares; 2025Q1: 30,768 shares; 2025Q2: 33,574 shares; 2025Q3: 33,797 shares; 2025Q4: 34,430 shares 34,430 $1.14M 0.02% +633 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,210 shares; 2024Q4: 6,319 shares; 2025Q1: 25,054 shares; 2025Q2: 23,429 shares; 2025Q3: 23,965 shares; 2025Q4: 24,053 shares 24,053 $1.13M 0.02% +88 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,727 shares; 2024Q4: 26,534 shares; 2025Q1: 26,484 shares; 2025Q2: 26,484 shares; 2025Q3: 26,401 shares; 2025Q4: 26,401 shares 26,401 $1.13M 0.02% 0 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: 11,996 shares; 2025Q3: 36,373 shares; 2025Q4: 45,484 shares 45,484 $1.13M 0.02% +9,111 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: 30,004 shares; 2024Q4: 28,143 shares; 2025Q1: 26,595 shares; 2025Q2: 26,773 shares; 2025Q3: 26,609 shares; 2025Q4: 28,514 shares 28,514 $1.13M 0.02% +1,905 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,599 shares; 2024Q4: 87,739 shares; 2025Q1: 98,878 shares; 2025Q2: 55,824 shares; 2025Q3: 39,646 shares; 2025Q4: 25,428 shares 25,428 $1.13M 0.02% -14,218 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,425 shares; 2024Q4: 30,818 shares; 2025Q1: 30,214 shares; 2025Q2: 30,143 shares; 2025Q3: 29,593 shares; 2025Q4: 29,373 shares 29,373 $1.12M 0.02% -220 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,389 shares; 2024Q4: 26,157 shares; 2025Q1: 31,118 shares; 2025Q2: 31,758 shares; 2025Q3: 23,902 shares; 2025Q4: 24,230 shares 24,230 $1.12M 0.02% +328 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,699 shares; 2024Q4: 32,340 shares; 2025Q1: 37,855 shares; 2025Q2: 17,338 shares; 2025Q3: 15,969 shares; 2025Q4: 21,670 shares 21,670 $1.11M 0.02% +5,701 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: 31,793 shares; 2025Q1: 30,026 shares; 2025Q2: 28,744 shares; 2025Q3: 31,164 shares; 2025Q4: 39,648 shares 39,648 $1.11M 0.02% +8,484 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: 44,978 shares; 2024Q4: 41,907 shares; 2025Q1: 52,939 shares; 2025Q2: 16,093 shares; 2025Q3: 26,838 shares; 2025Q4: 27,523 shares 27,523 $1.11M 0.02% +685 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: not reported; 2024Q4: 7,548 shares; 2025Q1: 12,989 shares; 2025Q2: 11,205 shares; 2025Q3: 9,976 shares; 2025Q4: 15,463 shares 15,463 $1.11M 0.02% +5,487 Timeline JHCR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,965 shares; 2025Q3: 35,733 shares; 2025Q4: 43,613 shares 43,613 $1.11M 0.02% +7,880 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 17,220 shares; 2025Q1: 15,364 shares; 2025Q2: 17,021 shares; 2025Q3: 16,824 shares; 2025Q4: 15,025 shares 15,025 $1.11M 0.02% -1,799 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,430 shares; 2024Q4: 66,200 shares; 2025Q1: 64,491 shares; 2025Q2: 64,723 shares; 2025Q3: 47,188 shares; 2025Q4: 56,576 shares 56,576 $1.1M 0.02% +9,388 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: 136,772 shares; 2024Q4: 213,103 shares; 2025Q1: 93,486 shares; 2025Q2: 52,135 shares; 2025Q3: 51,923 shares; 2025Q4: 60,470 shares 60,470 $1.1M 0.02% +8,547 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 7,859 shares; 2025Q1: 8,335 shares; 2025Q2: 5,509 shares; 2025Q3: 5,493 shares; 2025Q4: 7,017 shares 7,017 $1.1M 0.02% +1,524 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,900 shares; 2025Q1: 55,602 shares; 2025Q2: 95,227 shares; 2025Q3: 58,256 shares; 2025Q4: 60,449 shares 60,449 $1.1M 0.02% +2,193 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 21,752 shares; 2025Q1: 22,094 shares; 2025Q2: 22,457 shares; 2025Q3: 22,569 shares; 2025Q4: 22,467 shares 22,467 $1.1M 0.02% -102 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: 34,617 shares; 2024Q4: 38,017 shares; 2025Q1: 32,854 shares; 2025Q2: 21,747 shares; 2025Q3: 21,507 shares; 2025Q4: 24,200 shares 24,200 $1.09M 0.02% +2,693 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,204 shares; 2024Q4: 41,602 shares; 2025Q1: 47,867 shares; 2025Q2: 47,817 shares; 2025Q3: 47,570 shares; 2025Q4: 47,351 shares 47,351 $1.09M 0.02% -219 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,211 shares; 2025Q3: 12,278 shares; 2025Q4: 34,178 shares 34,178 $1.09M 0.02% +21,900 Timeline AGGH 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: 11,963 shares; 2025Q2: 11,963 shares; 2025Q3: 11,963 shares; 2025Q4: 52,678 shares 52,678 $1.09M 0.02% +40,715 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,426 shares; 2025Q1: 2,243 shares; 2025Q2: 2,197 shares; 2025Q3: 5,936 shares; 2025Q4: 3,755 shares 3,755 $1.09M 0.02% -2,181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,433 shares; 2025Q3: 14,531 shares; 2025Q4: 16,628 shares 16,628 $1.09M 0.02% +2,097 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 482 shares; 2025Q1: 478 shares; 2025Q2: 1,854 shares; 2025Q3: 2,070 shares; 2025Q4: 2,542 shares 2,542 $1.09M 0.02% +472 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 55,736 shares; 2025Q1: 55,456 shares; 2025Q2: 100,254 shares; 2025Q3: 25,872 shares; 2025Q4: 28,694 shares 28,694 $1.08M 0.02% +2,822 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 11,450 shares; 2025Q1: 13,660 shares; 2025Q2: 8,248 shares; 2025Q3: 8,656 shares; 2025Q4: 13,956 shares 13,956 $1.08M 0.02% +5,300 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,166 shares; 2024Q4: 27,429 shares; 2025Q1: 24,563 shares; 2025Q2: 12,355 shares; 2025Q3: 12,159 shares; 2025Q4: 12,659 shares 12,659 $1.08M 0.02% +500 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,413 shares; 2025Q4: 56,203 shares 56,203 $1.08M 0.02% +46,790 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,788 shares; 2024Q4: 39,727 shares; 2025Q1: 39,839 shares; 2025Q2: 15,950 shares; 2025Q3: 14,752 shares; 2025Q4: 15,497 shares 15,497 $1.08M 0.02% +745 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,272 shares; 2024Q4: 34,470 shares; 2025Q1: 75,258 shares; 2025Q2: 19,034 shares; 2025Q3: 36,192 shares; 2025Q4: 30,535 shares 30,535 $1.07M 0.02% -5,657 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,221 shares; 2024Q4: 18,676 shares; 2025Q1: 18,701 shares; 2025Q2: 17,640 shares; 2025Q3: 17,175 shares; 2025Q4: 16,333 shares 16,333 $1.07M 0.02% -842 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: 10,518 shares; 2024Q4: 11,819 shares; 2025Q1: 16,041 shares; 2025Q2: 15,339 shares; 2025Q3: 15,299 shares; 2025Q4: 18,511 shares 18,511 $1.07M 0.02% +3,212 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,204 shares; 2024Q4: 8,353 shares; 2025Q1: 8,120 shares; 2025Q2: 8,399 shares; 2025Q3: 4,580 shares; 2025Q4: 4,120 shares 4,120 $1.07M 0.02% -460 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,130 shares; 2024Q4: 29,101 shares; 2025Q1: 30,121 shares; 2025Q2: 30,285 shares; 2025Q3: 29,802 shares; 2025Q4: 27,753 shares 27,753 $1.07M 0.02% -2,049 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,979 shares; 2024Q4: 14,979 shares; 2025Q1: 14,979 shares; 2025Q2: 32,808 shares; 2025Q3: 32,461 shares; 2025Q4: 32,461 shares 32,461 $1.06M 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 22,775 shares; 2025Q1: 7,804 shares; 2025Q2: 5,625 shares; 2025Q3: 5,679 shares; 2025Q4: 5,740 shares 5,740 $1.06M 0.02% +61 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 4,722 shares; 2025Q1: 5,106 shares; 2025Q2: 4,250 shares; 2025Q3: 5,447 shares; 2025Q4: 5,060 shares 5,060 $1.06M 0.01% -387 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: not reported; 2025Q1: 20,397 shares; 2025Q2: 44,768 shares; 2025Q3: 47,610 shares; 2025Q4: 13,132 shares 13,132 $1.06M 0.01% -34,478 Timeline RSMR 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: 40,765 shares; 2025Q2: 46,395 shares; 2025Q3: 47,006 shares; 2025Q4: 47,992 shares 47,992 $1.05M 0.01% +986 Timeline RSSE 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: 42,390 shares; 2025Q2: 47,259 shares; 2025Q3: 48,101 shares; 2025Q4: 49,110 shares 49,110 $1.05M 0.01% +1,009 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: not reported; 2024Q4: 12,880 shares; 2025Q1: 13,885 shares; 2025Q2: 10,129 shares; 2025Q3: 16,765 shares; 2025Q4: 22,276 shares 22,276 $1.04M 0.01% +5,511 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,627 shares; 2024Q4: 13,398 shares; 2025Q1: 12,256 shares; 2025Q2: 12,588 shares; 2025Q3: 12,680 shares; 2025Q4: 12,918 shares 12,918 $1.04M 0.01% +238 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,083 shares; 2025Q4: 26,910 shares 26,910 $1.04M 0.01% -25,173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 12,271 shares 12,271 $1.04M 0.01% +10,843 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: 60,276 shares; 2024Q4: 50,825 shares; 2025Q1: 53,285 shares; 2025Q2: 33,850 shares; 2025Q3: 34,648 shares; 2025Q4: 39,579 shares 39,579 $1.04M 0.01% +4,931 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: 4,489 shares; 2025Q2: 8,949 shares; 2025Q3: 11,638 shares; 2025Q4: 8,332 shares 8,332 $1.03M 0.01% -3,306 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,556 shares; 2025Q3: 11,418 shares; 2025Q4: 12,115 shares 12,115 $1.03M 0.01% +697 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,755 shares; 2025Q1: 10,966 shares; 2025Q2: 6,706 shares; 2025Q3: 6,499 shares; 2025Q4: 7,520 shares 7,520 $1.02M 0.01% +1,021 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: 21,508 shares; 2024Q4: 19,612 shares; 2025Q1: 21,095 shares; 2025Q2: 20,888 shares; 2025Q3: 19,919 shares; 2025Q4: 16,204 shares 16,204 $1.02M 0.01% -3,715 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: not reported; 2024Q4: 21,930 shares; 2025Q1: 25,786 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,973 shares 25,973 $1.02M 0.01% new Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 28,813 shares; 2025Q3: 28,813 shares; 2025Q4: 28,637 shares 28,637 $1.01M 0.01% -176 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: 14,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,486 shares; 2025Q4: 32,975 shares 32,975 $1.01M 0.01% +30,489 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,893 shares; 2024Q4: 15,372 shares; 2025Q1: 15,218 shares; 2025Q2: 15,135 shares; 2025Q3: 15,496 shares; 2025Q4: 15,972 shares 15,972 $1.01M 0.01% +476 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,522 shares; 2024Q4: 18,315 shares; 2025Q1: 13,972 shares; 2025Q2: 10,900 shares; 2025Q3: 12,171 shares; 2025Q4: 22,223 shares 22,223 $1.01M 0.01% +10,052 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 29,364 shares; 2025Q2: 40,698 shares; 2025Q3: 47,043 shares; 2025Q4: 22,942 shares 22,942 $1.01M 0.01% -24,101 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,307 shares; 2025Q1: 7,839 shares; 2025Q2: 11,421 shares; 2025Q3: 13,507 shares; 2025Q4: 11,159 shares 11,159 $1M 0.01% -2,348 Timeline FLTR 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: 9,199 shares; 2024Q4: 26,125 shares; 2025Q1: 26,572 shares; 2025Q2: 33,222 shares; 2025Q3: 34,376 shares; 2025Q4: 39,189 shares 39,189 $999K 0.01% +4,813 Timeline ICOW 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: 16,691 shares; 2024Q4: 15,025 shares; 2025Q1: 18,773 shares; 2025Q2: 25,215 shares; 2025Q3: 25,782 shares; 2025Q4: 25,805 shares 25,805 $998K 0.01% +23 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,433 shares; 2025Q1: 523 shares; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: 4,177 shares 4,177 $996K 0.01% +1,933 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,845 shares; 2025Q1: 13,056 shares; 2025Q2: 21,368 shares; 2025Q3: 21,995 shares; 2025Q4: 24,104 shares 24,104 $994K 0.01% +2,109 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,268 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,156 shares; 2025Q3: 20,096 shares; 2025Q4: 29,457 shares 29,457 $987K 0.01% +9,361 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 13,210 shares; 2025Q1: 12,982 shares; 2025Q2: 12,085 shares; 2025Q3: 11,882 shares; 2025Q4: 11,908 shares 11,908 $985K 0.01% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 10,453 shares 10,453 $985K 0.01% +9,702 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 2,835 shares; 2025Q1: 3,496 shares; 2025Q2: 2,449 shares; 2025Q3: 1,999 shares; 2025Q4: 2,004 shares 2,004 $976K 0.01% +5 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 8,688 shares; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 26,510 shares 26,510 $975K 0.01% +26,472 Timeline CORP 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: 10,103 shares; 2024Q4: 10,465 shares; 2025Q1: 10,323 shares; 2025Q2: 10,378 shares; 2025Q3: 10,446 shares; 2025Q4: 9,943 shares 9,943 $973K 0.01% -503 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,721 shares; 2024Q4: 28,296 shares; 2025Q1: 12,016 shares; 2025Q2: 11,664 shares; 2025Q3: 12,149 shares; 2025Q4: 11,724 shares 11,724 $972K 0.01% -425 Timeline TEXN ISHARES TR More: 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: 28,823 shares; 2025Q3: 36,361 shares; 2025Q4: 35,891 shares 35,891 $972K 0.01% -470 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 5,965 shares; 2025Q1: 6,447 shares; 2025Q2: 6,076 shares; 2025Q3: 6,150 shares; 2025Q4: 5,937 shares 5,937 $971K 0.01% -213 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: 13,387 shares; 2024Q4: 11,710 shares; 2025Q1: 9,051 shares; 2025Q2: 10,098 shares; 2025Q3: 10,713 shares; 2025Q4: 10,661 shares 10,661 $970K 0.01% -52 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: 29,414 shares; 2025Q3: 38,975 shares; 2025Q4: 135,672 shares 135,672 $969K 0.01% +96,697 Timeline JMOM 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: 14,873 shares; 2025Q2: 15,124 shares; 2025Q3: 14,610 shares; 2025Q4: 14,213 shares 14,213 $969K 0.01% -397 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,843 shares; 2025Q3: 27,843 shares; 2025Q4: 27,468 shares 27,468 $965K 0.01% -375 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 10,937 shares; 2025Q1: 9,650 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $963K 0.01% 0 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,057 shares; 2024Q4: 51,126 shares; 2025Q1: 51,126 shares; 2025Q2: 44,537 shares; 2025Q3: 39,653 shares; 2025Q4: 29,608 shares 29,608 $963K 0.01% -10,045 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,288 shares; 2025Q4: 48,646 shares 48,646 $959K 0.01% +44,358 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 1,761 shares; 2025Q4: 11,103 shares 11,103 $958K 0.01% +9,342 Timeline RFV 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: 4,943 shares; 2025Q1: 4,939 shares; 2025Q2: 6,683 shares; 2025Q3: 7,038 shares; 2025Q4: 7,486 shares 7,486 $957K 0.01% +448 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: 46,128 shares; 2024Q4: 54,836 shares; 2025Q1: 50,640 shares; 2025Q2: 51,992 shares; 2025Q3: 52,218 shares; 2025Q4: 47,199 shares 47,199 $955K 0.01% -5,019 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,450 shares; 2025Q1: 14,251 shares; 2025Q2: 7,523 shares; 2025Q3: 7,541 shares; 2025Q4: 6,167 shares 6,167 $954K 0.01% -1,374 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,758 shares; 2025Q4: 27,474 shares 27,474 $952K 0.01% +1,716 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: 37,839 shares; 2025Q3: 40,542 shares; 2025Q4: 36,277 shares 36,277 $949K 0.01% -4,265 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,126 shares; 2025Q1: 25,812 shares; 2025Q2: 33,517 shares; 2025Q3: 33,667 shares; 2025Q4: 33,457 shares 33,457 $949K 0.01% -210 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: 26,785 shares; 2024Q4: 13,276 shares; 2025Q1: 10,887 shares; 2025Q2: 10,899 shares; 2025Q3: 10,139 shares; 2025Q4: 10,249 shares 10,249 $948K 0.01% +110 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: 4,715 shares; 2024Q4: 6,360 shares; 2025Q1: 7,703 shares; 2025Q2: 5,340 shares; 2025Q3: 5,033 shares; 2025Q4: 5,109 shares 5,109 $948K 0.01% +76 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: not reported; 2024Q4: 3,393 shares; 2025Q1: 4,860 shares; 2025Q2: 4,844 shares; 2025Q3: 6,618 shares; 2025Q4: 10,210 shares 10,210 $947K 0.01% +3,592 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 27,228 shares 27,228 $946K 0.01% +25,445 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 8,839 shares; 2025Q1: 8,669 shares; 2025Q2: 8,653 shares; 2025Q3: 7,544 shares; 2025Q4: 5,092 shares 5,092 $945K 0.01% -2,452 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,316 shares; 2025Q1: 3,302 shares; 2025Q2: 16,557 shares; 2025Q3: 16,732 shares; 2025Q4: 11,755 shares 11,755 $941K 0.01% -4,977 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,681 shares; 2025Q1: 5,077 shares; 2025Q2: 5,104 shares; 2025Q3: 5,079 shares; 2025Q4: 4,823 shares 4,823 $934K 0.01% -256 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,796 shares; 2024Q4: 83,699 shares; 2025Q1: 43,533 shares; 2025Q2: 44,534 shares; 2025Q3: 42,638 shares; 2025Q4: 20,806 shares 20,806 $934K 0.01% -21,832 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: 55,316 shares; 2024Q4: 70,934 shares; 2025Q1: 74,981 shares; 2025Q2: 16,620 shares; 2025Q3: 15,254 shares; 2025Q4: 14,295 shares 14,295 $931K 0.01% -959 Timeline FCOM 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: 84,873 shares; 2024Q4: 87,555 shares; 2025Q1: 66,637 shares; 2025Q2: 11,340 shares; 2025Q3: 11,981 shares; 2025Q4: 12,656 shares 12,656 $927K 0.01% +675 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,812 shares; 2024Q4: 52,281 shares; 2025Q1: 48,824 shares; 2025Q2: 49,807 shares; 2025Q3: 62,883 shares; 2025Q4: 53,737 shares 53,737 $927K 0.01% -9,146 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: 8,071 shares; 2024Q4: 8,062 shares; 2025Q1: 22,736 shares; 2025Q2: 22,651 shares; 2025Q3: 22,427 shares; 2025Q4: 20,705 shares 20,705 $924K 0.01% -1,722 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 7,171 shares; 2025Q1: 8,232 shares; 2025Q2: 10,554 shares; 2025Q3: 11,368 shares; 2025Q4: 13,103 shares 13,103 $923K 0.01% +1,735 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,015 shares; 2024Q4: 29,147 shares; 2025Q1: 29,876 shares; 2025Q2: 6,262 shares; 2025Q3: 6,519 shares; 2025Q4: 6,226 shares 6,226 $923K 0.01% -293 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,156 shares; 2024Q4: 60,774 shares; 2025Q1: 58,913 shares; 2025Q2: 58,919 shares; 2025Q3: 58,913 shares; 2025Q4: 86,868 shares 86,868 $923K 0.01% +27,955 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: 36,651 shares; 2025Q2: 36,637 shares; 2025Q3: 36,637 shares; 2025Q4: 38,848 shares 38,848 $921K 0.01% +2,211 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,321 shares; 2024Q4: 127,542 shares; 2025Q1: 83,710 shares; 2025Q2: 65,407 shares; 2025Q3: 63,613 shares; 2025Q4: 56,527 shares 56,527 $917K 0.01% -7,086 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,609 shares; 2024Q4: 49,407 shares; 2025Q1: 102,008 shares; 2025Q2: 110,103 shares; 2025Q3: 59,844 shares; 2025Q4: 56,777 shares 56,777 $912K 0.01% -3,067 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 29,000 shares; 2025Q1: 31,000 shares; 2025Q2: 37,000 shares; 2025Q3: 41,000 shares; 2025Q4: 48,000 shares 48,000 $912K 0.01% +7,000 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,581 shares; 2024Q4: 92,388 shares; 2025Q1: 96,903 shares; 2025Q2: 105,501 shares; 2025Q3: 108,585 shares; 2025Q4: 116,434 shares 116,434 $912K 0.01% +7,849 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,615 shares; 2025Q2: 15,174 shares; 2025Q3: 15,116 shares; 2025Q4: 28,679 shares 28,679 $911K 0.01% +13,563 Timeline DHS 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: 15,257 shares; 2024Q4: 14,972 shares; 2025Q1: 9,168 shares; 2025Q2: 8,947 shares; 2025Q3: 8,762 shares; 2025Q4: 8,943 shares 8,943 $911K 0.01% +181 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,135 shares; 2025Q3: 34,502 shares; 2025Q4: 34,502 shares 34,502 $909K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 8,380 shares; 2025Q1: 6,544 shares; 2025Q2: 7,142 shares; 2025Q3: 7,460 shares; 2025Q4: 6,377 shares 6,377 $902K 0.01% -1,083 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 8,555 shares; 2025Q1: 15,641 shares; 2025Q2: 9,159 shares; 2025Q3: 7,739 shares; 2025Q4: 5,552 shares 5,552 $900K 0.01% -2,187 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: 34,814 shares; 2024Q4: 8,610 shares; 2025Q1: 8,925 shares; 2025Q2: 6,287 shares; 2025Q3: 7,233 shares; 2025Q4: 14,449 shares 14,449 $898K 0.01% +7,216 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,376 shares; 2025Q1: 33,704 shares; 2025Q2: 35,242 shares; 2025Q3: 35,242 shares; 2025Q4: 35,242 shares 35,242 $896K 0.01% 0 Timeline DES 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: 10,959 shares; 2024Q4: 10,406 shares; 2025Q1: 9,874 shares; 2025Q2: 13,292 shares; 2025Q3: 24,440 shares; 2025Q4: 26,672 shares 26,672 $892K 0.01% +2,232 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 9,173 shares 9,173 $892K 0.01% +7,082 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,853 shares; 2024Q4: 15,058 shares; 2025Q1: 15,148 shares; 2025Q2: 13,688 shares; 2025Q3: 15,792 shares; 2025Q4: 24,403 shares 24,403 $890K 0.01% +8,611 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,505 shares; 2024Q4: 125,336 shares; 2025Q1: 123,289 shares; 2025Q2: 108,730 shares; 2025Q3: 109,470 shares; 2025Q4: 109,682 shares 109,682 $890K 0.01% +212 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,325 shares; 2025Q1: 1,802 shares; 2025Q2: 3,117 shares; 2025Q3: 2,695 shares; 2025Q4: 2,895 shares 2,895 $887K 0.01% +200 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 4,196 shares; 2025Q4: 4,075 shares 4,075 $886K 0.01% -121 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale 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: 27,254 shares 27,254 $886K 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,756 shares; 2024Q4: 19,241 shares; 2025Q1: 17,409 shares; 2025Q2: 17,136 shares; 2025Q3: 16,814 shares; 2025Q4: 16,191 shares 16,191 $884K 0.01% -623 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,405 shares; 2024Q4: 16,405 shares; 2025Q1: 16,050 shares; 2025Q2: 16,050 shares; 2025Q3: 15,955 shares; 2025Q4: 15,955 shares 15,955 $878K 0.01% 0 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: 7,560 shares; 2024Q4: 8,347 shares; 2025Q1: 8,330 shares; 2025Q2: 8,017 shares; 2025Q3: 8,351 shares; 2025Q4: 8,909 shares 8,909 $878K 0.01% +558 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,059 shares; 2024Q4: 32,708 shares; 2025Q1: 12,291 shares; 2025Q2: 13,306 shares; 2025Q3: 13,209 shares; 2025Q4: 11,790 shares 11,790 $876K 0.01% -1,419 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 8,057 shares; 2025Q1: 6,280 shares; 2025Q2: 5,826 shares; 2025Q3: 5,700 shares; 2025Q4: 5,588 shares 5,588 $875K 0.01% -112 Timeline SCHP 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: 14,522 shares; 2024Q4: 34,729 shares; 2025Q1: 32,154 shares; 2025Q2: 32,294 shares; 2025Q3: 32,948 shares; 2025Q4: 33,023 shares 33,023 $875K 0.01% +75 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 9,674 shares; 2025Q3: 1,811 shares; 2025Q4: 8,877 shares 8,877 $868K 0.01% +7,066 Timeline TDVG 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: 36,636 shares; 2024Q4: 27,166 shares; 2025Q1: 21,884 shares; 2025Q2: 19,483 shares; 2025Q3: 19,483 shares; 2025Q4: 19,255 shares 19,255 $866K 0.01% -228 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,785 shares; 2025Q2: 8,558 shares; 2025Q3: 9,020 shares; 2025Q4: 21,884 shares 21,884 $864K 0.01% +12,864 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,609 shares; 2025Q1: 2,007 shares; 2025Q2: 4,310 shares; 2025Q3: 6,177 shares; 2025Q4: 3,165 shares 3,165 $864K 0.01% -3,012 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,369 shares; 2024Q4: 88,416 shares; 2025Q1: 74,352 shares; 2025Q2: 13,768 shares; 2025Q3: 9,890 shares; 2025Q4: 11,849 shares 11,849 $861K 0.01% +1,959 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,573 shares; 2025Q1: 2,828 shares; 2025Q2: 3,531 shares; 2025Q3: 3,400 shares; 2025Q4: 3,565 shares 3,565 $860K 0.01% +165 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 23,303 shares; 2025Q1: 26,057 shares; 2025Q2: 30,243 shares; 2025Q3: 32,389 shares; 2025Q4: 35,485 shares 35,485 $860K 0.01% +3,096 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 9,275 shares; 2025Q1: 9,227 shares; 2025Q2: 10,435 shares; 2025Q3: 10,591 shares; 2025Q4: 10,378 shares 10,378 $859K 0.01% -213 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,987 shares; 2025Q1: 4,504 shares; 2025Q2: 4,690 shares; 2025Q3: 4,757 shares; 2025Q4: 5,674 shares 5,674 $858K 0.01% +917 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: 332,060 shares; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 29,254 shares 29,254 $857K 0.01% +27,841 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME 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: 11,653 shares; 2025Q3: 13,094 shares; 2025Q4: 12,719 shares 12,719 $856K 0.01% -375 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,185 shares; 2024Q4: 103,434 shares; 2025Q1: 150,478 shares; 2025Q2: 169,761 shares; 2025Q3: 186,879 shares; 2025Q4: 170,910 shares 170,910 $855K 0.01% -15,969 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 16,184 shares; 2025Q1: 15,606 shares; 2025Q2: 17,074 shares; 2025Q3: 17,474 shares; 2025Q4: 22,889 shares 22,889 $851K 0.01% +5,415 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 5,875 shares; 2025Q1: 6,357 shares; 2025Q2: 5,582 shares; 2025Q3: 6,448 shares; 2025Q4: 6,750 shares 6,750 $850K 0.01% +302 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,697 shares; 2024Q4: 23,636 shares; 2025Q1: 27,353 shares; 2025Q2: 32,439 shares; 2025Q3: 34,548 shares; 2025Q4: 34,986 shares 34,986 $849K 0.01% +438 Timeline ZOCT 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: 24,678 shares; 2025Q1: 24,678 shares; 2025Q2: 24,678 shares; 2025Q3: 24,678 shares; 2025Q4: 31,542 shares 31,542 $846K 0.01% +6,864 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 1,910 shares; 2025Q1: 781 shares; 2025Q2: 840 shares; 2025Q3: 967 shares; 2025Q4: 933 shares 933 $846K 0.01% -34 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,385 shares; 2024Q4: 41,594 shares; 2025Q1: 36,694 shares; 2025Q2: 35,946 shares; 2025Q3: 32,009 shares; 2025Q4: 50,820 shares 50,820 $835K 0.01% +18,811 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: 34,100 shares; 2025Q3: 37,181 shares; 2025Q4: 37,181 shares 37,181 $833K 0.01% 0 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,845 shares; 2025Q4: 24,216 shares 24,216 $833K 0.01% +14,371 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 10,297 shares; 2025Q1: 15,075 shares; 2025Q2: 22,022 shares; 2025Q3: 16,031 shares; 2025Q4: 9,355 shares 9,355 $831K 0.01% -6,676 Timeline SCHE 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: 10,928 shares; 2024Q4: 17,472 shares; 2025Q1: 21,260 shares; 2025Q2: 30,315 shares; 2025Q3: 34,634 shares; 2025Q4: 25,275 shares 25,275 $828K 0.01% -9,359 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,282 shares; 2025Q2: 32,154 shares; 2025Q3: 6,631 shares; 2025Q4: 27,095 shares 27,095 $825K 0.01% +20,464 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 8,972 shares; 2025Q1: 8,852 shares; 2025Q2: 8,789 shares; 2025Q3: 8,778 shares; 2025Q4: 8,852 shares 8,852 $824K 0.01% +74 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: 616 shares; 2025Q4: 11,831 shares 11,831 $820K 0.01% +11,215 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,283 shares; 2024Q4: 21,208 shares; 2025Q1: 27,508 shares; 2025Q2: 27,549 shares; 2025Q3: 21,872 shares; 2025Q4: 19,888 shares 19,888 $818K 0.01% -1,984 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: 11,842 shares; 2024Q4: 13,612 shares; 2025Q1: 12,849 shares; 2025Q2: 21,078 shares; 2025Q3: 19,779 shares; 2025Q4: 23,859 shares 23,859 $817K 0.01% +4,080 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,072 shares; 2024Q4: 92,270 shares; 2025Q1: 107,466 shares; 2025Q2: 104,186 shares; 2025Q3: 105,086 shares; 2025Q4: 111,604 shares 111,604 $816K 0.01% +6,518 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 3,525 shares; 2025Q1: 3,604 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 2,522 shares 2,522 $811K 0.01% -920 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 2,773 shares; 2025Q1: 2,980 shares; 2025Q2: 3,143 shares; 2025Q3: 3,226 shares; 2025Q4: 4,052 shares 4,052 $808K 0.01% +826 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 4,550 shares; 2025Q1: 5,854 shares; 2025Q2: 6,480 shares; 2025Q3: 8,479 shares; 2025Q4: 8,339 shares 8,339 $808K 0.01% -140 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: 31,837 shares; 2024Q4: 24,357 shares; 2025Q1: 10,882 shares; 2025Q2: 9,777 shares; 2025Q3: 9,777 shares; 2025Q4: 9,377 shares 9,377 $806K 0.01% -400 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL 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: 18,050 shares 18,050 $801K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 2,304 shares; 2025Q4: 1,704 shares 1,704 $801K 0.01% -600 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,044 shares; 2024Q4: 17,364 shares; 2025Q1: 17,813 shares; 2025Q2: 17,813 shares; 2025Q3: 17,813 shares; 2025Q4: 17,813 shares 17,813 $801K 0.01% 0 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: 12,252 shares; 2024Q4: 10,253 shares; 2025Q1: 15,511 shares; 2025Q2: 15,211 shares; 2025Q3: 15,328 shares; 2025Q4: 9,870 shares 9,870 $797K 0.01% -5,458 Timeline ZSEP 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: 14,560 shares; 2025Q1: 14,560 shares; 2025Q2: 14,560 shares; 2025Q3: 29,732 shares; 2025Q4: 29,732 shares 29,732 $796K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS 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: 7,494 shares; 2025Q3: 7,379 shares; 2025Q4: 7,534 shares 7,534 $793K 0.01% +155 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,149 shares; 2025Q1: 1,150 shares; 2025Q2: 2,085 shares; 2025Q3: 2,250 shares; 2025Q4: 2,413 shares 2,413 $792K 0.01% +163 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,043 shares; 2025Q1: 64,976 shares; 2025Q2: 73,043 shares; 2025Q3: 71,710 shares; 2025Q4: 71,712 shares 71,712 $791K 0.01% +2 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: 4,170 shares; 2024Q4: 6,494 shares; 2025Q1: 5,832 shares; 2025Q2: 8,452 shares; 2025Q3: 8,141 shares; 2025Q4: 8,103 shares 8,103 $787K 0.01% -38 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,657 shares; 2025Q3: 16,353 shares; 2025Q4: 18,842 shares 18,842 $785K 0.01% +2,489 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 14,876 shares; 2025Q1: 14,022 shares; 2025Q2: 14,022 shares; 2025Q3: 13,889 shares; 2025Q4: 18,670 shares 18,670 $780K 0.01% +4,781 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: 17,686 shares; 2024Q4: 10,057 shares; 2025Q1: 9,961 shares; 2025Q2: 13,470 shares; 2025Q3: 13,820 shares; 2025Q4: 14,844 shares 14,844 $778K 0.01% +1,024 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 8,108 shares; 2025Q1: 8,014 shares; 2025Q2: 9,141 shares; 2025Q3: 8,727 shares; 2025Q4: 11,180 shares 11,180 $777K 0.01% +2,453 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,755 shares; 2025Q1: 25,683 shares; 2025Q2: 10,815 shares; 2025Q3: 5,862 shares; 2025Q4: 5,462 shares 5,462 $777K 0.01% -400 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,026 shares; 2024Q4: 21,817 shares; 2025Q1: 23,006 shares; 2025Q2: 17,931 shares; 2025Q3: 17,124 shares; 2025Q4: 12,161 shares 12,161 $775K 0.01% -4,963 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,567 shares; 2024Q4: 19,842 shares; 2025Q1: 21,548 shares; 2025Q2: 20,987 shares; 2025Q3: 20,529 shares; 2025Q4: 21,036 shares 21,036 $775K 0.01% +507 Timeline