APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,031 shares; 2025Q3: 14,332 shares; 2025Q4: 31,638 shares 31,638 $774K 0.01% +17,306 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,204 shares; 2025Q1: 89,302 shares; 2025Q2: 102,626 shares; 2025Q3: 100,929 shares; 2025Q4: 100,933 shares 100,933 $773K 0.01% +4 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,275 shares; 2024Q4: 28,447 shares; 2025Q1: 18,773 shares; 2025Q2: 9,059 shares; 2025Q3: 10,465 shares; 2025Q4: 10,865 shares 10,865 $771K 0.01% +400 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 16,913 shares; 2025Q1: 17,183 shares; 2025Q2: 32,547 shares; 2025Q3: 35,768 shares; 2025Q4: 39,066 shares 39,066 $771K 0.01% +3,298 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,977 shares; 2025Q1: 16,036 shares; 2025Q2: 26,622 shares; 2025Q3: 26,921 shares; 2025Q4: 27,807 shares 27,807 $769K 0.01% +886 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,955 shares; 2024Q4: 11,226 shares; 2025Q1: 10,980 shares; 2025Q2: 11,745 shares; 2025Q3: 11,399 shares; 2025Q4: 11,943 shares 11,943 $769K 0.01% +544 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,534 shares; 2024Q4: 24,248 shares; 2025Q1: 22,667 shares; 2025Q2: 20,006 shares; 2025Q3: 19,915 shares; 2025Q4: 19,995 shares 19,995 $767K 0.01% +80 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,560 shares; 2025Q1: 19,886 shares; 2025Q2: 20,768 shares; 2025Q3: 17,222 shares; 2025Q4: 20,094 shares 20,094 $767K 0.01% +2,872 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,604 shares; 2025Q4: 8,960 shares 8,960 $767K 0.01% +7,356 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,756 shares; 2024Q4: 31,698 shares; 2025Q1: 33,432 shares; 2025Q2: 17,188 shares; 2025Q3: 17,405 shares; 2025Q4: 16,588 shares 16,588 $761K 0.01% -817 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 11,745 shares; 2025Q1: 9,278 shares; 2025Q2: 9,268 shares; 2025Q3: 9,206 shares; 2025Q4: 9,136 shares 9,136 $758K 0.01% -70 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,720 shares; 2024Q4: 72,849 shares; 2025Q1: 68,824 shares; 2025Q2: 63,151 shares; 2025Q3: 84,744 shares; 2025Q4: 63,087 shares 63,087 $758K 0.01% -21,657 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,328 shares; 2024Q4: 83,450 shares; 2025Q1: 84,032 shares; 2025Q2: 82,327 shares; 2025Q3: 84,555 shares; 2025Q4: 85,908 shares 85,908 $758K 0.01% +1,353 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,591 shares; 2025Q3: 13,993 shares; 2025Q4: 14,094 shares 14,094 $756K 0.01% +101 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,460 shares; 2025Q1: 4,462 shares; 2025Q2: 4,472 shares; 2025Q3: 4,603 shares; 2025Q4: 4,341 shares 4,341 $756K 0.01% -262 Timeline NULV 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: 18,772 shares; 2024Q4: 18,345 shares; 2025Q1: 17,028 shares; 2025Q2: 16,768 shares; 2025Q3: 16,768 shares; 2025Q4: 16,766 shares 16,766 $755K 0.01% -2 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,397 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 15,300 shares; 2025Q4: 14,100 shares 14,100 $753K 0.01% -1,200 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,076 shares; 2025Q1: 3,555 shares; 2025Q2: 3,114 shares; 2025Q3: 3,591 shares; 2025Q4: 3,708 shares 3,708 $752K 0.01% +117 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,505 shares 11,505 $752K 0.01% new Timeline KJAN 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: 19,075 shares; 2024Q4: 18,963 shares; 2025Q1: 18,114 shares; 2025Q2: 18,114 shares; 2025Q3: 18,114 shares; 2025Q4: 18,114 shares 18,114 $750K 0.01% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,314 shares; 2025Q1: 1,829 shares; 2025Q2: 3,547 shares; 2025Q3: 3,848 shares; 2025Q4: 2,598 shares 2,598 $749K 0.01% -1,250 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 4,857 shares; 2025Q1: 4,923 shares; 2025Q2: 5,219 shares; 2025Q3: 4,116 shares; 2025Q4: 5,302 shares 5,302 $748K 0.01% +1,186 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 6,621 shares; 2025Q1: 8,181 shares; 2025Q2: 8,756 shares; 2025Q3: 8,900 shares; 2025Q4: 7,672 shares 7,672 $747K 0.01% -1,228 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,700 shares; 2025Q1: 4,161 shares; 2025Q2: 4,535 shares; 2025Q3: 5,240 shares; 2025Q4: 4,503 shares 4,503 $747K 0.01% -737 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3,396 shares; 2025Q1: 7,057 shares; 2025Q2: 10,043 shares; 2025Q3: 8,517 shares; 2025Q4: 12,438 shares 12,438 $747K 0.01% +3,921 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 7,440 shares; 2025Q1: 7,491 shares; 2025Q2: 9,710 shares; 2025Q3: 10,443 shares; 2025Q4: 12,780 shares 12,780 $746K 0.01% +2,337 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,393 shares 11,393 $746K 0.01% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,270 shares; 2025Q2: 11,928 shares; 2025Q3: 17,068 shares; 2025Q4: 22,881 shares 22,881 $745K 0.01% +5,813 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,901 shares; 2024Q4: 17,081 shares; 2025Q1: 18,942 shares; 2025Q2: 25,439 shares; 2025Q3: 25,194 shares; 2025Q4: 22,636 shares 22,636 $744K 0.01% -2,558 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,692 shares; 2025Q2: 11,955 shares; 2025Q3: 17,115 shares; 2025Q4: 16,080 shares 16,080 $743K 0.01% -1,035 Timeline ZAUG 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: 19,881 shares; 2025Q1: 19,881 shares; 2025Q2: 19,881 shares; 2025Q3: 27,902 shares; 2025Q4: 27,802 shares 27,802 $743K 0.01% -100 Timeline SBR SABINE RTY TR More: the full row for SABINE 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: 3,088 shares; 2025Q2: 10,796 shares; 2025Q3: 10,801 shares; 2025Q4: 10,805 shares 10,805 $741K 0.01% +4 Timeline KBE 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: 13,181 shares; 2024Q4: 11,800 shares; 2025Q1: 11,550 shares; 2025Q2: 12,557 shares; 2025Q3: 12,207 shares; 2025Q4: 12,171 shares 12,171 $739K 0.01% -36 Timeline KLIP KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,117 shares; 2025Q1: 21,851 shares; 2025Q2: 25,248 shares; 2025Q3: 24,544 shares; 2025Q4: 24,546 shares 24,546 $736K 0.01% +2 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,092 shares; 2024Q4: 22,116 shares; 2025Q1: 23,565 shares; 2025Q2: 28,953 shares; 2025Q3: 29,690 shares; 2025Q4: 42,344 shares 42,344 $735K 0.01% +12,654 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,467 shares; 2025Q4: 33,727 shares 33,727 $730K 0.01% +25,260 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,566 shares; 2024Q4: 46,015 shares; 2025Q1: 47,548 shares; 2025Q2: 7,269 shares; 2025Q3: 7,184 shares; 2025Q4: 7,115 shares 7,115 $727K 0.01% -69 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 10,035 shares 10,035 $726K 0.01% +7,273 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,986 shares; 2025Q1: 32,573 shares; 2025Q2: 39,742 shares; 2025Q3: 37,707 shares; 2025Q4: 34,198 shares 34,198 $726K 0.01% -3,509 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,267 shares; 2024Q4: 24,608 shares; 2025Q1: 24,665 shares; 2025Q2: 14,664 shares; 2025Q3: 14,364 shares; 2025Q4: 11,954 shares 11,954 $719K 0.01% -2,410 Timeline VOOV 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: 1,967 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 1,968 shares; 2025Q3: 2,507 shares; 2025Q4: 3,508 shares 3,508 $719K 0.01% +1,001 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 10,306 shares; 2025Q1: 13,587 shares; 2025Q2: 10,061 shares; 2025Q3: 7,268 shares; 2025Q4: 5,408 shares 5,408 $718K 0.01% -1,860 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,524 shares; 2025Q1: 5,300 shares; 2025Q2: 6,179 shares; 2025Q3: 6,208 shares; 2025Q4: 6,047 shares 6,047 $717K 0.01% -161 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 6,496 shares 6,496 $715K 0.01% +4,541 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,711 shares; 2024Q4: 21,636 shares; 2025Q1: 23,196 shares; 2025Q2: 21,730 shares; 2025Q3: 21,921 shares; 2025Q4: 16,485 shares 16,485 $714K 0.01% -5,436 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,384 shares; 2024Q4: 19,990 shares; 2025Q1: 20,660 shares; 2025Q2: 21,516 shares; 2025Q3: 21,814 shares; 2025Q4: 17,987 shares 17,987 $712K 0.01% -3,827 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 9,299 shares; 2025Q1: 9,298 shares; 2025Q2: 9,287 shares; 2025Q3: 9,305 shares; 2025Q4: 15,190 shares 15,190 $711K 0.01% +5,885 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,765 shares; 2024Q4: 20,048 shares; 2025Q1: 19,157 shares; 2025Q2: 19,185 shares; 2025Q3: 19,135 shares; 2025Q4: 19,404 shares 19,404 $710K 0.01% +269 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,807 shares; 2024Q4: 13,887 shares; 2025Q1: 11,129 shares; 2025Q2: 11,103 shares; 2025Q3: 10,636 shares; 2025Q4: 10,594 shares 10,594 $707K 0.01% -42 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 5,360 shares; 2025Q1: 4,794 shares; 2025Q2: 4,248 shares; 2025Q3: 4,226 shares; 2025Q4: 4,130 shares 4,130 $704K 0.01% -96 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,838 shares; 2025Q4: 26,765 shares 26,765 $703K 0.01% +5,927 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,012 shares; 2024Q4: 7,284 shares; 2025Q1: 7,308 shares; 2025Q2: 7,762 shares; 2025Q3: 7,453 shares; 2025Q4: 7,038 shares 7,038 $699K 0.01% -415 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,273 shares; 2024Q4: 13,706 shares; 2025Q1: 12,835 shares; 2025Q2: 13,235 shares; 2025Q3: 13,135 shares; 2025Q4: 12,935 shares 12,935 $695K 0.01% -200 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,362 shares; 2024Q4: 21,349 shares; 2025Q1: 31,653 shares; 2025Q2: 30,400 shares; 2025Q3: 29,540 shares; 2025Q4: 15,138 shares 15,138 $694K 0.01% -14,402 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,920 shares; 2025Q1: 5,918 shares; 2025Q2: 6,192 shares; 2025Q3: 5,949 shares; 2025Q4: 5,488 shares 5,488 $694K 0.01% -461 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,423 shares; 2025Q1: 7,029 shares; 2025Q2: 11,359 shares; 2025Q3: 11,630 shares; 2025Q4: 16,039 shares 16,039 $694K 0.01% +4,409 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 3,051 shares; 2025Q1: 3,313 shares; 2025Q2: 2,880 shares; 2025Q3: 2,851 shares; 2025Q4: 2,343 shares 2,343 $694K 0.01% -508 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,879 shares; 2024Q4: 24,641 shares; 2025Q1: 23,250 shares; 2025Q2: 32,095 shares; 2025Q3: 25,050 shares; 2025Q4: 24,904 shares 24,904 $692K 0.01% -146 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 2,833 shares; 2025Q1: 2,468 shares; 2025Q2: 2,625 shares; 2025Q3: 2,647 shares; 2025Q4: 3,173 shares 3,173 $690K 0.01% +526 Timeline PIZ 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: 8,862 shares; 2025Q3: 10,153 shares; 2025Q4: 14,072 shares 14,072 $689K 0.01% +3,919 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,633 shares; 2025Q1: 30,728 shares; 2025Q2: not reported; 2025Q3: 2,522 shares; 2025Q4: 10,187 shares 10,187 $689K 0.01% +7,665 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,245 shares; 2025Q1: 64,226 shares; 2025Q2: 25,026 shares; 2025Q3: 25,248 shares; 2025Q4: 28,643 shares 28,643 $688K 0.01% +3,395 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,051 shares; 2025Q1: 2,940 shares; 2025Q2: 3,242 shares; 2025Q3: 3,750 shares; 2025Q4: 4,494 shares 4,494 $688K 0.01% +744 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,443 shares; 2025Q4: 12,654 shares 12,654 $687K 0.01% +9,211 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,754 shares; 2024Q4: 14,653 shares; 2025Q1: 14,690 shares; 2025Q2: 14,727 shares; 2025Q3: 13,967 shares; 2025Q4: 10,762 shares 10,762 $687K 0.01% -3,205 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,655 shares; 2024Q4: 14,428 shares; 2025Q1: 11,439 shares; 2025Q2: 10,924 shares; 2025Q3: 10,839 shares; 2025Q4: 10,571 shares 10,571 $682K 0.01% -268 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,111 shares; 2025Q3: 9,503 shares; 2025Q4: 12,128 shares 12,128 $674K 0.01% +2,625 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: 14,982 shares; 2025Q2: 15,480 shares; 2025Q3: 15,355 shares; 2025Q4: 15,262 shares 15,262 $673K 0.01% -93 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,437 shares; 2025Q1: 14,456 shares; 2025Q2: 5,013 shares; 2025Q3: 5,052 shares; 2025Q4: 4,935 shares 4,935 $672K 0.01% -117 Timeline JHCB 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: 19,316 shares; 2025Q3: 34,961 shares; 2025Q4: 31,215 shares 31,215 $671K 0.01% -3,746 Timeline PALC 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: 71,141 shares; 2024Q4: 85,995 shares; 2025Q1: 87,553 shares; 2025Q2: 43,763 shares; 2025Q3: 24,887 shares; 2025Q4: 12,738 shares 12,738 $665K 0.01% -12,149 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,574 shares; 2024Q4: 19,815 shares; 2025Q1: 30,059 shares; 2025Q2: 27,553 shares; 2025Q3: 35,905 shares; 2025Q4: 27,964 shares 27,964 $663K 0.01% -7,941 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 43,480 shares; 2025Q1: 39,471 shares; 2025Q2: 24,911 shares; 2025Q3: 26,139 shares; 2025Q4: 45,544 shares 45,544 $662K 0.01% +19,405 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 16,417 shares; 2025Q1: 17,237 shares; 2025Q2: 13,818 shares; 2025Q3: 13,515 shares; 2025Q4: 13,446 shares 13,446 $661K 0.01% -69 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,616 shares; 2024Q4: 64,730 shares; 2025Q1: 67,591 shares; 2025Q2: 76,229 shares; 2025Q3: 111,900 shares; 2025Q4: 23,551 shares 23,551 $660K 0.01% -88,349 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,731 shares; 2025Q1: 11,769 shares; 2025Q2: 12,444 shares; 2025Q3: 13,268 shares; 2025Q4: 9,728 shares 9,728 $655K 0.01% -3,540 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,483 shares; 2025Q4: 5,755 shares 5,755 $655K 0.01% +2,272 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 12,733 shares; 2025Q1: 9,514 shares; 2025Q2: 7,734 shares; 2025Q3: 7,771 shares; 2025Q4: 13,690 shares 13,690 $653K 0.01% +5,919 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,482 shares; 2025Q3: 22,586 shares; 2025Q4: 10,044 shares 10,044 $651K 0.01% -12,542 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 8,907 shares; 2025Q1: 9,199 shares; 2025Q2: 6,459 shares; 2025Q3: 6,435 shares; 2025Q4: 6,359 shares 6,359 $651K 0.01% -76 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,111 shares; 2024Q4: 28,183 shares; 2025Q1: 27,924 shares; 2025Q2: 30,867 shares; 2025Q3: 36,194 shares; 2025Q4: 36,771 shares 36,771 $650K 0.01% +577 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 8,980 shares; 2025Q1: 17,490 shares; 2025Q2: 23,126 shares; 2025Q3: 24,735 shares; 2025Q4: 22,351 shares 22,351 $650K 0.01% -2,384 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 10,347 shares; 2025Q1: 9,880 shares; 2025Q2: 10,124 shares; 2025Q3: 10,067 shares; 2025Q4: 10,041 shares 10,041 $645K 0.01% -26 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC 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: 16,337 shares; 2025Q3: 16,460 shares; 2025Q4: 16,196 shares 16,196 $644K 0.01% -264 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: 6,481 shares; 2025Q2: 7,418 shares; 2025Q3: 7,858 shares; 2025Q4: 6,773 shares 6,773 $644K 0.01% -1,085 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,979 shares; 2024Q4: 45,116 shares; 2025Q1: 41,216 shares; 2025Q2: 11,550 shares; 2025Q3: 21,666 shares; 2025Q4: 30,640 shares 30,640 $643K 0.01% +8,974 Timeline IBDU ISHARES TR More: 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: 9,986 shares; 2025Q2: 12,423 shares; 2025Q3: 14,473 shares; 2025Q4: 27,472 shares 27,472 $643K 0.01% +12,999 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,900 shares; 2024Q4: 40,000 shares; 2025Q1: 103,147 shares; 2025Q2: 103,147 shares; 2025Q3: 103,147 shares; 2025Q4: 104,100 shares 104,100 $642K 0.01% +953 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,739 shares; 2025Q1: 10,245 shares; 2025Q2: 7,601 shares; 2025Q3: 8,364 shares; 2025Q4: 8,455 shares 8,455 $642K 0.01% +91 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,922 shares; 2025Q1: 2,645 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,553 shares 2,553 $641K 0.01% +62 Timeline PSCW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,224 shares; 2025Q3: 36,225 shares; 2025Q4: 22,953 shares 22,953 $640K 0.01% -13,272 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,252 shares; 2024Q4: 58,167 shares; 2025Q1: 58,167 shares; 2025Q2: 51,340 shares; 2025Q3: 51,340 shares; 2025Q4: 58,798 shares 58,798 $639K 0.01% +7,458 Timeline PTF 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: 6,896 shares; 2024Q4: 9,286 shares; 2025Q1: 16,607 shares; 2025Q2: 10,871 shares; 2025Q3: 8,065 shares; 2025Q4: 8,349 shares 8,349 $639K 0.01% +284 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,758 shares 24,758 $638K 0.01% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,374 shares; 2025Q3: 21,874 shares; 2025Q4: 22,688 shares 22,688 $637K 0.01% +814 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,504 shares; 2024Q4: 21,403 shares; 2025Q1: 21,014 shares; 2025Q2: 18,552 shares; 2025Q3: 17,305 shares; 2025Q4: 18,304 shares 18,304 $636K 0.01% +999 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,229 shares; 2024Q4: 11,061 shares; 2025Q1: 11,776 shares; 2025Q2: 12,373 shares; 2025Q3: 12,328 shares; 2025Q4: 12,330 shares 12,330 $635K 0.01% +2 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,924 shares; 2025Q2: 160,176 shares; 2025Q3: 167,106 shares; 2025Q4: 43,287 shares 43,287 $634K 0.01% -123,819 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,394 shares; 2024Q4: 9,698 shares; 2025Q1: 9,725 shares; 2025Q2: 14,717 shares; 2025Q3: 14,951 shares; 2025Q4: 15,171 shares 15,171 $634K 0.01% +220 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 9,365 shares; 2025Q1: 9,365 shares; 2025Q2: 9,365 shares; 2025Q3: 9,365 shares; 2025Q4: 9,365 shares 9,365 $632K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,961 shares; 2024Q4: 5,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 5,552 shares 5,552 $631K 0.01% +4,690 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,669 shares; 2025Q1: 7,519 shares; 2025Q2: 12,417 shares; 2025Q3: 12,417 shares; 2025Q4: 12,417 shares 12,417 $630K 0.01% 0 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 17,909 shares 17,909 $630K 0.01% +14,349 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 2,293 shares; 2025Q1: 7,473 shares; 2025Q2: 1,897 shares; 2025Q3: 1,856 shares; 2025Q4: 3,219 shares 3,219 $628K 0.01% +1,363 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,645 shares; 2025Q1: 2,592 shares; 2025Q2: 2,243 shares; 2025Q3: 2,392 shares; 2025Q4: 3,360 shares 3,360 $624K 0.01% +968 Timeline GBIL 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: 2,263 shares; 2024Q4: 4,459 shares; 2025Q1: 4,688 shares; 2025Q2: 6,067 shares; 2025Q3: 5,473 shares; 2025Q4: 6,214 shares 6,214 $621K 0.01% +741 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,627 shares; 2025Q4: 8,682 shares 8,682 $620K 0.01% +5,055 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,431 shares; 2025Q2: 10,543 shares; 2025Q3: 11,208 shares; 2025Q4: 11,407 shares 11,407 $619K 0.01% +199 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 2,497 shares; 2025Q1: 1,075 shares; 2025Q2: 3,304 shares; 2025Q3: 3,670 shares; 2025Q4: 1,084 shares 1,084 $616K 0.01% -2,586 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,353 shares; 2024Q4: 35,475 shares; 2025Q1: not reported; 2025Q2: 25,235 shares; 2025Q3: 29,434 shares; 2025Q4: 50,148 shares 50,148 $615K 0.01% +20,714 Timeline UITB 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: 39,801 shares; 2024Q4: 28,599 shares; 2025Q1: 17,750 shares; 2025Q2: 16,257 shares; 2025Q3: 14,565 shares; 2025Q4: 12,954 shares 12,954 $613K 0.01% -1,611 Timeline RSPD 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: 14,970 shares; 2024Q4: 11,378 shares; 2025Q1: 10,931 shares; 2025Q2: 10,931 shares; 2025Q3: 10,878 shares; 2025Q4: 10,752 shares 10,752 $613K 0.01% -126 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,671 shares; 2025Q1: 7,633 shares; 2025Q2: 7,561 shares; 2025Q3: 9,275 shares; 2025Q4: 12,803 shares 12,803 $612K 0.01% +3,528 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 6,758 shares; 2025Q1: 6,746 shares; 2025Q2: 5,520 shares; 2025Q3: 5,497 shares; 2025Q4: 7,658 shares 7,658 $611K 0.01% +2,161 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,533 shares; 2025Q3: 3,438 shares; 2025Q4: 3,518 shares 3,518 $611K 0.01% +80 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,249 shares; 2025Q1: 4,529 shares; 2025Q2: 1,768 shares; 2025Q3: 2,080 shares; 2025Q4: 1,446 shares 1,446 $610K 0.01% -634 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,088 shares; 2025Q1: 19,239 shares; 2025Q2: 12,796 shares; 2025Q3: 15,402 shares; 2025Q4: 18,458 shares 18,458 $610K 0.01% +3,056 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 7,836 shares; 2025Q1: 6,775 shares; 2025Q2: 6,091 shares; 2025Q3: 9,497 shares; 2025Q4: 8,092 shares 8,092 $609K 0.01% -1,405 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,300 shares; 2024Q4: 40,800 shares; 2025Q1: 37,800 shares; 2025Q2: 37,800 shares; 2025Q3: 37,800 shares; 2025Q4: 38,550 shares 38,550 $609K 0.01% +750 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,877 shares; 2025Q1: 2,471 shares; 2025Q2: 2,587 shares; 2025Q3: 2,689 shares; 2025Q4: 2,489 shares 2,489 $609K 0.01% -200 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 17,358 shares; 2025Q2: 21,966 shares; 2025Q3: 19,898 shares; 2025Q4: 29,670 shares 29,670 $608K 0.01% +9,772 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,515 shares 40,515 $608K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,496 shares; 2025Q1: 1,657 shares; 2025Q2: 1,908 shares; 2025Q3: 1,710 shares; 2025Q4: 975 shares 975 $607K 0.01% -735 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,340 shares; 2025Q1: 2,134 shares; 2025Q2: 2,193 shares; 2025Q3: 2,030 shares; 2025Q4: 2,034 shares 2,034 $607K 0.01% +4 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,488 shares; 2025Q4: 14,689 shares 14,689 $603K 0.01% +10,201 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,266 shares; 2024Q4: 10,981 shares; 2025Q1: 10,784 shares; 2025Q2: 12,069 shares; 2025Q3: 11,742 shares; 2025Q4: 11,183 shares 11,183 $603K 0.01% -559 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 26,889 shares; 2025Q1: 24,854 shares; 2025Q2: 25,183 shares; 2025Q3: 25,183 shares; 2025Q4: 20,418 shares 20,418 $602K 0.01% -4,765 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,665 shares; 2024Q4: 51,811 shares; 2025Q1: 49,546 shares; 2025Q2: 50,997 shares; 2025Q3: 19,257 shares; 2025Q4: 19,923 shares 19,923 $601K 0.01% +666 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,441 shares; 2024Q4: 30,833 shares; 2025Q1: 7,568 shares; 2025Q2: 15,629 shares; 2025Q3: 9,683 shares; 2025Q4: 9,490 shares 9,490 $600K 0.01% -193 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,916 shares; 2025Q3: 24,221 shares; 2025Q4: 26,797 shares 26,797 $599K 0.01% +2,576 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 11,520 shares; 2025Q1: 12,951 shares; 2025Q2: 13,094 shares; 2025Q3: 13,183 shares; 2025Q4: 12,636 shares 12,636 $598K 0.01% -547 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 16,509 shares; 2025Q3: 16,555 shares; 2025Q4: 16,621 shares 16,621 $598K 0.01% +66 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 325 shares; 2025Q4: 3,397 shares 3,397 $596K 0.01% +3,072 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 10,450 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 12,400 shares; 2025Q4: 5,150 shares 5,150 $594K 0.01% -7,250 Timeline FEZ 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: 5,381 shares; 2024Q4: 4,379 shares; 2025Q1: 7,858 shares; 2025Q2: 9,505 shares; 2025Q3: 9,469 shares; 2025Q4: 9,219 shares 9,219 $594K 0.01% -250 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,962 shares; 2025Q3: 8,133 shares; 2025Q4: 10,599 shares 10,599 $591K 0.01% +2,466 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,976 shares; 2025Q2: 4,388 shares; 2025Q3: 5,328 shares; 2025Q4: 5,371 shares 5,371 $589K 0.01% +43 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 2,326 shares; 2025Q1: 2,883 shares; 2025Q2: 1,496 shares; 2025Q3: 2,560 shares; 2025Q4: 3,374 shares 3,374 $586K 0.01% +814 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,706 shares; 2024Q4: 19,688 shares; 2025Q1: 18,005 shares; 2025Q2: 15,521 shares; 2025Q3: 14,405 shares; 2025Q4: 24,711 shares 24,711 $585K 0.01% +10,306 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,592 shares; 2024Q4: 102,344 shares; 2025Q1: 102,054 shares; 2025Q2: 100,044 shares; 2025Q3: 98,037 shares; 2025Q4: 94,866 shares 94,866 $585K 0.01% -3,171 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,290 shares; 2024Q4: 13,355 shares; 2025Q1: 13,102 shares; 2025Q2: 14,379 shares; 2025Q3: 14,416 shares; 2025Q4: 24,357 shares 24,357 $585K 0.01% +9,941 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,050 shares; 2025Q4: 24,150 shares 24,150 $582K 0.01% +4,100 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 2,840 shares; 2025Q1: 2,991 shares; 2025Q2: 3,925 shares; 2025Q3: 4,185 shares; 2025Q4: 4,261 shares 4,261 $580K 0.01% +76 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,725 shares; 2025Q2: 48,375 shares; 2025Q3: 48,375 shares; 2025Q4: 43,227 shares 43,227 $574K 0.01% -5,148 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,449 shares; 2024Q4: 28,090 shares; 2025Q1: 16,890 shares; 2025Q2: 31,472 shares; 2025Q3: 19,190 shares; 2025Q4: 18,758 shares 18,758 $573K 0.01% -432 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,760 shares; 2025Q1: 5,185 shares; 2025Q2: 5,175 shares; 2025Q3: 5,084 shares; 2025Q4: 5,002 shares 5,002 $573K 0.01% -82 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 2,888 shares; 2025Q1: 1,567 shares; 2025Q2: 1,223 shares; 2025Q3: 5,583 shares; 2025Q4: 2,232 shares 2,232 $572K 0.01% -3,351 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 9,861 shares; 2025Q1: 10,860 shares; 2025Q2: 10,860 shares; 2025Q3: 10,860 shares; 2025Q4: 9,861 shares 9,861 $571K 0.01% -999 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,813 shares; 2024Q4: 28,598 shares; 2025Q1: 29,760 shares; 2025Q2: 27,895 shares; 2025Q3: 25,292 shares; 2025Q4: 9,265 shares 9,265 $568K 0.01% -16,027 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,708 shares; 2025Q3: 18,480 shares; 2025Q4: 19,340 shares 19,340 $568K 0.01% +860 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,880 shares; 2025Q1: 10,440 shares; 2025Q2: 11,856 shares; 2025Q3: 11,869 shares; 2025Q4: 10,839 shares 10,839 $568K 0.01% -1,030 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,773 shares; 2024Q4: 19,224 shares; 2025Q1: 19,223 shares; 2025Q2: 20,639 shares; 2025Q3: 20,039 shares; 2025Q4: 8,130 shares 8,130 $562K 0.01% -11,909 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,370 shares; 2024Q4: 30,095 shares; 2025Q1: 22,193 shares; 2025Q2: 21,550 shares; 2025Q3: 21,550 shares; 2025Q4: 21,550 shares 21,550 $561K 0.01% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,663 shares; 2025Q1: 2,469 shares; 2025Q2: 2,302 shares; 2025Q3: 2,388 shares; 2025Q4: 1,809 shares 1,809 $559K 0.01% -579 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,999 shares; 2024Q4: 11,357 shares; 2025Q1: 14,464 shares; 2025Q2: 17,414 shares; 2025Q3: 22,758 shares; 2025Q4: 18,281 shares 18,281 $557K 0.01% -4,477 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,384 shares; 2025Q1: 2,181 shares; 2025Q2: 2,433 shares; 2025Q3: 11,621 shares; 2025Q4: 2,876 shares 2,876 $557K 0.01% -8,745 Timeline ZMAY 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: 22,200 shares; 2025Q3: 22,158 shares; 2025Q4: 21,798 shares 21,798 $554K 0.01% -360 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 43,579 shares; 2025Q1: 29,998 shares; 2025Q2: 26,588 shares; 2025Q3: 42,847 shares; 2025Q4: 24,831 shares 24,831 $554K 0.01% -18,016 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,142 shares; 2024Q4: 67,958 shares; 2025Q1: 68,851 shares; 2025Q2: 8,061 shares; 2025Q3: 7,954 shares; 2025Q4: 7,120 shares 7,120 $554K 0.01% -834 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 5,912 shares; 2025Q3: 6,017 shares; 2025Q4: 7,033 shares 7,033 $553K 0.01% +1,016 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 6,315 shares; 2025Q4: 6,346 shares 6,346 $553K 0.01% +31 Timeline FRMI FERMI INC More: the full row for FERMI 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: 68,955 shares 68,955 $552K 0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 5,038 shares; 2025Q1: 4,245 shares; 2025Q2: 3,909 shares; 2025Q3: 4,004 shares; 2025Q4: 3,983 shares 3,983 $551K 0.01% -21 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 4,316 shares; 2025Q1: 4,330 shares; 2025Q2: 4,531 shares; 2025Q3: 4,622 shares; 2025Q4: 4,994 shares 4,994 $551K 0.01% +372 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,834 shares; 2025Q1: 4,889 shares; 2025Q2: 4,535 shares; 2025Q3: 4,230 shares; 2025Q4: 4,221 shares 4,221 $549K 0.01% -9 Timeline URTH 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: 1,963 shares; 2025Q2: 3,290 shares; 2025Q3: 3,176 shares; 2025Q4: 2,951 shares 2,951 $548K 0.01% -225 Timeline JSMD 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: 33,474 shares; 2024Q4: 4,884 shares; 2025Q1: 33,567 shares; 2025Q2: 36,607 shares; 2025Q3: 34,235 shares; 2025Q4: 6,669 shares 6,669 $544K 0.01% -27,566 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,954 shares; 2025Q4: 11,309 shares 11,309 $544K 0.01% -645 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,030 shares; 2025Q2: 3,819 shares; 2025Q3: 3,813 shares; 2025Q4: 3,849 shares 3,849 $543K 0.01% +36 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,431 shares; 2025Q2: 6,081 shares; 2025Q3: 6,048 shares; 2025Q4: 6,009 shares 6,009 $543K 0.01% -39 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 13,711 shares; 2025Q1: 16,026 shares; 2025Q2: 20,107 shares; 2025Q3: 20,254 shares; 2025Q4: 21,769 shares 21,769 $543K 0.01% +1,515 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,197 shares; 2024Q4: 6,871 shares; 2025Q1: 6,537 shares; 2025Q2: 6,116 shares; 2025Q3: 6,579 shares; 2025Q4: 6,345 shares 6,345 $543K 0.01% -234 Timeline SHDG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,586 shares; 2024Q4: 18,102 shares; 2025Q1: 17,719 shares; 2025Q2: 16,971 shares; 2025Q3: 16,917 shares; 2025Q4: 16,807 shares 16,807 $543K 0.01% -110 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 46,622 shares; 2025Q3: 49,444 shares; 2025Q4: 51,337 shares 51,337 $543K 0.01% +1,893 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 1,946 shares; 2025Q2: 2,109 shares; 2025Q3: 3,040 shares; 2025Q4: 2,830 shares 2,830 $541K 0.01% -210 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,323 shares; 2024Q4: 12,321 shares; 2025Q1: 10,746 shares; 2025Q2: 13,818 shares; 2025Q3: 13,488 shares; 2025Q4: 12,211 shares 12,211 $541K 0.01% -1,277 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,619 shares; 2024Q4: 71,534 shares; 2025Q1: 66,080 shares; 2025Q2: 59,406 shares; 2025Q3: 59,406 shares; 2025Q4: 59,406 shares 59,406 $540K 0.01% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,945 shares; 2025Q4: 16,841 shares 16,841 $540K 0.01% +11,896 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: 13,445 shares; 2025Q3: 12,017 shares; 2025Q4: 12,159 shares 12,159 $537K 0.01% +142 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,621 shares; 2025Q2: 24,162 shares; 2025Q3: 26,236 shares; 2025Q4: 45,437 shares 45,437 $533K 0.01% +19,201 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,178 shares; 2025Q1: 3,109 shares; 2025Q2: 3,102 shares; 2025Q3: 3,239 shares; 2025Q4: 3,254 shares 3,254 $531K 0.01% +15 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,639 shares; 2025Q1: 15,325 shares; 2025Q2: 13,662 shares; 2025Q3: 13,650 shares; 2025Q4: 10,532 shares 10,532 $531K 0.01% -3,118 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares; 2025Q4: 19,520 shares 19,520 $530K 0.01% +19,110 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 9,452 shares; 2025Q1: 9,148 shares; 2025Q2: 10,037 shares; 2025Q3: 11,491 shares; 2025Q4: 11,576 shares 11,576 $528K 0.01% +85 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,324 shares; 2024Q4: 4,972 shares; 2025Q1: 4,982 shares; 2025Q2: 4,026 shares; 2025Q3: 3,030 shares; 2025Q4: 9,174 shares 9,174 $528K 0.01% +6,144 Timeline BUFS 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: 13,388 shares; 2025Q3: 19,938 shares; 2025Q4: 23,012 shares 23,012 $526K 0.01% +3,074 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,952 shares; 2024Q4: 10,079 shares; 2025Q1: 9,161 shares; 2025Q2: 8,953 shares; 2025Q3: 8,697 shares; 2025Q4: 7,658 shares 7,658 $525K 0.01% -1,039 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,725 shares; 2025Q1: 2,676 shares; 2025Q2: 2,745 shares; 2025Q3: 2,766 shares; 2025Q4: 2,874 shares 2,874 $524K 0.01% +108 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,627 shares; 2025Q3: 39,627 shares; 2025Q4: 41,648 shares 41,648 $524K 0.01% +2,021 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 24,492 shares; 2025Q2: 23,730 shares; 2025Q3: 23,701 shares; 2025Q4: 23,757 shares 23,757 $523K 0.01% +56 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,371 shares; 2025Q1: 12,300 shares; 2025Q2: 16,209 shares; 2025Q3: 16,903 shares; 2025Q4: 19,943 shares 19,943 $523K 0.01% +3,040 Timeline IMTM ISHARES TR More: 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: 9,910 shares; 2025Q2: 10,530 shares; 2025Q3: 10,530 shares; 2025Q4: 10,890 shares 10,890 $522K 0.01% +360 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,180 shares; 2025Q4: 10,092 shares 10,092 $522K 0.01% -88 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,341 shares; 2025Q1: 4,022 shares; 2025Q2: 5,296 shares; 2025Q3: 5,764 shares; 2025Q4: 4,810 shares 4,810 $522K 0.01% -954 Timeline KG KESTREL GROUP LTD More: the full row for KESTREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,793 shares 50,793 $520K 0.01% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 3,100 shares; 2025Q4: 3,121 shares 3,121 $519K 0.01% +21 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,851 shares; 2025Q2: 17,594 shares; 2025Q3: 17,703 shares; 2025Q4: 19,616 shares 19,616 $517K 0.01% +1,913 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,284 shares; 2024Q4: 28,581 shares; 2025Q1: 27,985 shares; 2025Q2: 37,985 shares; 2025Q3: 33,758 shares; 2025Q4: 39,636 shares 39,636 $516K 0.01% +5,878 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,821 shares; 2024Q4: 140,677 shares; 2025Q1: 137,713 shares; 2025Q2: 52,804 shares; 2025Q3: 58,865 shares; 2025Q4: 23,926 shares 23,926 $516K 0.01% -34,939 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 63,571 shares; 2025Q2: 10,596 shares; 2025Q3: 13,459 shares; 2025Q4: 36,369 shares 36,369 $515K 0.01% +22,910 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 33,182 shares; 2025Q3: 37,062 shares; 2025Q4: 42,380 shares 42,380 $515K 0.01% +5,318 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 7,465 shares; 2025Q1: 61,021 shares; 2025Q2: 8,025 shares; 2025Q3: 8,482 shares; 2025Q4: 21,964 shares 21,964 $514K 0.01% +13,482 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 986 shares; 2025Q3: 960 shares; 2025Q4: 960 shares 960 $511K 0.01% 0 Timeline PXF 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: 7,804 shares; 2025Q3: 7,804 shares; 2025Q4: 7,803 shares 7,803 $511K 0.01% -1 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,214 shares; 2025Q1: 1,019 shares; 2025Q2: 967 shares; 2025Q3: 1,277 shares; 2025Q4: 841 shares 841 $509K 0.01% -436 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 716 shares; 2025Q1: 713 shares; 2025Q2: 743 shares; 2025Q3: 734 shares; 2025Q4: 752 shares 752 $509K 0.01% +18 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,291 shares; 2024Q4: 9,919 shares; 2025Q1: 12,490 shares; 2025Q2: 4,790 shares; 2025Q3: 4,251 shares; 2025Q4: 7,780 shares 7,780 $506K 0.01% +3,529 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,098 shares; 2025Q1: 3,095 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,027 shares 3,027 $506K 0.01% -43 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 7,816 shares; 2025Q1: 7,317 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,322 shares 7,322 $505K 0.01% +2 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,954 shares; 2024Q4: 14,954 shares; 2025Q1: 15,682 shares; 2025Q2: 15,682 shares; 2025Q3: 14,954 shares; 2025Q4: 14,954 shares 14,954 $504K 0.01% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,963 shares; 2025Q1: 8,262 shares; 2025Q2: 8,438 shares; 2025Q3: 7,002 shares; 2025Q4: 6,999 shares 6,999 $503K 0.01% -3 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 2,683 shares; 2025Q1: 3,849 shares; 2025Q2: 2,835 shares; 2025Q3: 2,836 shares; 2025Q4: 2,787 shares 2,787 $503K 0.01% -49 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,737 shares; 2025Q1: 25,497 shares; 2025Q2: 24,068 shares; 2025Q3: 25,209 shares; 2025Q4: 24,398 shares 24,398 $503K 0.01% -811 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,525 shares; 2025Q3: 11,872 shares; 2025Q4: 12,263 shares 12,263 $502K 0.01% +391 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,045 shares; 2025Q1: 1,074 shares; 2025Q2: 1,227 shares; 2025Q3: 1,591 shares; 2025Q4: 1,948 shares 1,948 $500K 0.01% +357 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 227 shares; 2025Q1: 232 shares; 2025Q2: 248 shares; 2025Q3: 250 shares; 2025Q4: 233 shares 233 $500K 0.01% -17 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,859 shares; 2025Q1: 6,479 shares; 2025Q2: 5,898 shares; 2025Q3: 3,029 shares; 2025Q4: 4,527 shares 4,527 $500K 0.01% +1,498 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,477 shares; 2024Q4: 39,710 shares; 2025Q1: 44,630 shares; 2025Q2: 47,713 shares; 2025Q3: 55,102 shares; 2025Q4: 56,631 shares 56,631 $496K 0.01% +1,529 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 4,024 shares; 2025Q1: 2,927 shares; 2025Q2: 2,806 shares; 2025Q3: 6,277 shares; 2025Q4: 4,521 shares 4,521 $496K 0.01% -1,756 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 3,709 shares; 2025Q1: 3,635 shares; 2025Q2: 3,534 shares; 2025Q3: 3,464 shares; 2025Q4: 3,473 shares 3,473 $494K 0.01% +9 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,118 shares; 2025Q2: 5,301 shares; 2025Q3: 5,175 shares; 2025Q4: 5,274 shares 5,274 $492K 0.01% +99 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,902 shares; 2025Q1: 1,727 shares; 2025Q2: 1,684 shares; 2025Q3: 1,505 shares; 2025Q4: 1,515 shares 1,515 $490K 0.01% +10 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,651 shares; 2025Q3: 46,448 shares; 2025Q4: 47,106 shares 47,106 $489K 0.01% +658 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,398 shares; 2025Q1: 70,393 shares; 2025Q2: 51,741 shares; 2025Q3: 52,975 shares; 2025Q4: 46,253 shares 46,253 $489K 0.01% -6,722 Timeline CGCP 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: 214,740 shares; 2024Q4: 121,219 shares; 2025Q1: 22,371 shares; 2025Q2: 18,140 shares; 2025Q3: 21,344 shares; 2025Q4: 21,556 shares 21,556 $488K 0.01% +212 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 4,890 shares; 2025Q1: 4,477 shares; 2025Q2: 4,348 shares; 2025Q3: 4,980 shares; 2025Q4: 4,935 shares 4,935 $488K 0.01% -45 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,779 shares; 2025Q4: 14,449 shares 14,449 $488K 0.01% -4,330 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,389 shares; 2025Q1: 10,609 shares; 2025Q2: 9,533 shares; 2025Q3: 9,895 shares; 2025Q4: 11,687 shares 11,687 $487K 0.01% +1,792 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,905 shares; 2025Q4: 7,117 shares 7,117 $487K 0.01% +212 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP 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: 10,900 shares; 2025Q3: 16,857 shares; 2025Q4: 24,350 shares 24,350 $487K 0.01% +7,493 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,789 shares; 2025Q4: 12,246 shares 12,246 $485K 0.01% -543 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 21,041 shares; 2025Q1: 19,859 shares; 2025Q2: 20,109 shares; 2025Q3: 19,359 shares; 2025Q4: 15,420 shares 15,420 $485K 0.01% -3,939 Timeline IBDX ISHARES TR More: 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: 13,432 shares; 2025Q2: 14,320 shares; 2025Q3: 14,384 shares; 2025Q4: 18,941 shares 18,941 $484K 0.01% +4,557 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,305 shares; 2024Q4: 16,809 shares; 2025Q1: 24,362 shares; 2025Q2: 20,246 shares; 2025Q3: 20,287 shares; 2025Q4: 18,087 shares 18,087 $483K 0.01% -2,200 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,658 shares; 2025Q4: 7,721 shares 7,721 $482K 0.01% +63 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,015 shares; 2025Q4: 19,408 shares 19,408 $481K 0.01% -607 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,566 shares; 2025Q1: 2,256 shares; 2025Q2: 3,918 shares; 2025Q3: 3,934 shares; 2025Q4: 3,966 shares 3,966 $480K 0.01% +32 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,193 shares; 2025Q4: 8,048 shares 8,048 $479K 0.01% +4,855 Timeline PRN 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: 1,891 shares; 2025Q1: 2,387 shares; 2025Q2: 2,751 shares; 2025Q3: 2,616 shares; 2025Q4: 2,740 shares 2,740 $478K 0.01% +124 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,855 shares; 2025Q1: 12,664 shares; 2025Q2: 21,494 shares; 2025Q3: 22,383 shares; 2025Q4: 14,251 shares 14,251 $475K 0.01% -8,132 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,547 shares; 2024Q4: 148,301 shares; 2025Q1: 154,789 shares; 2025Q2: 21,253 shares; 2025Q3: 20,821 shares; 2025Q4: 17,564 shares 17,564 $472K 0.01% -3,257 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 16,560 shares; 2025Q1: 14,017 shares; 2025Q2: 16,779 shares; 2025Q3: 16,529 shares; 2025Q4: 16,396 shares 16,396 $472K 0.01% -133 Timeline IBDV ISHARES TR More: 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: 15,839 shares; 2025Q2: 17,037 shares; 2025Q3: 20,187 shares; 2025Q4: 21,381 shares 21,381 $472K 0.01% +1,194 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 5,216 shares; 2025Q1: 5,267 shares; 2025Q2: 7,985 shares; 2025Q3: 8,596 shares; 2025Q4: 8,998 shares 8,998 $472K 0.01% +402 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 12,155 shares; 2025Q4: 12,155 shares 12,155 $471K 0.01% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,394 shares; 2024Q4: 22,352 shares; 2025Q1: 22,900 shares; 2025Q2: 10,799 shares; 2025Q3: 10,802 shares; 2025Q4: 20,142 shares 20,142 $471K 0.01% +9,340 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,190 shares; 2024Q4: 11,114 shares; 2025Q1: 5,684 shares; 2025Q2: 9,219 shares; 2025Q3: 6,698 shares; 2025Q4: 9,103 shares 9,103 $471K 0.01% +2,405 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 4,236 shares; 2025Q1: 4,707 shares; 2025Q2: 4,631 shares; 2025Q3: 4,707 shares; 2025Q4: 4,325 shares 4,325 $470K 0.01% -382 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,306 shares; 2024Q4: 146,563 shares; 2025Q1: 25,300 shares; 2025Q2: 24,800 shares; 2025Q3: 31,500 shares; 2025Q4: 37,750 shares 37,750 $467K 0.01% +6,250 Timeline GROZ 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: 14,276 shares; 2025Q2: 14,799 shares; 2025Q3: 16,020 shares; 2025Q4: 15,675 shares 15,675 $467K 0.01% -345 Timeline TSEP 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: 27,885 shares; 2025Q2: 19,853 shares; 2025Q3: 19,231 shares; 2025Q4: 19,609 shares 19,609 $466K 0.01% +378 Timeline DIVD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,267 shares; 2024Q4: 17,685 shares; 2025Q1: 17,465 shares; 2025Q2: 13,078 shares; 2025Q3: 12,601 shares; 2025Q4: 12,101 shares 12,101 $466K 0.01% -500 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,950 shares 8,950 $466K 0.01% new Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 9,807 shares; 2025Q1: 9,708 shares; 2025Q2: 9,708 shares; 2025Q3: 9,708 shares; 2025Q4: 9,708 shares 9,708 $466K 0.01% 0 Timeline IBDT ISHARES TR More: 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: 9,558 shares; 2025Q2: 12,231 shares; 2025Q3: 14,266 shares; 2025Q4: 18,242 shares 18,242 $464K 0.01% +3,976 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,130 shares; 2024Q4: 13,427 shares; 2025Q1: 11,841 shares; 2025Q2: 12,680 shares; 2025Q3: 12,816 shares; 2025Q4: 12,092 shares 12,092 $463K 0.01% -724 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,681 shares; 2024Q4: 25,065 shares; 2025Q1: 25,390 shares; 2025Q2: 25,390 shares; 2025Q3: 25,390 shares; 2025Q4: 25,390 shares 25,390 $463K 0.01% 0 Timeline MLN 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: 21,178 shares; 2025Q3: 24,096 shares; 2025Q4: 26,340 shares 26,340 $462K 0.01% +2,244 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,600 shares; 2025Q1: 68,864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,933 shares 18,933 $461K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,463 shares; 2024Q4: 8,236 shares; 2025Q1: 5,724 shares; 2025Q2: 3,450 shares; 2025Q3: 3,370 shares; 2025Q4: 3,609 shares 3,609 $460K 0.01% +239 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,879 shares; 2024Q4: 11,570 shares; 2025Q1: 12,125 shares; 2025Q2: 12,083 shares; 2025Q3: 12,145 shares; 2025Q4: 13,140 shares 13,140 $460K 0.01% +995 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,956 shares; 2024Q4: 26,156 shares; 2025Q1: 26,238 shares; 2025Q2: 25,698 shares; 2025Q3: 25,698 shares; 2025Q4: 25,817 shares 25,817 $459K 0.01% +119 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,484 shares; 2025Q4: 30,776 shares 30,776 $454K 0.01% +13,292 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,739 shares; 2025Q2: 4,831 shares; 2025Q3: 9,717 shares; 2025Q4: 9,313 shares 9,313 $453K 0.01% -404 Timeline DIVB ISHARES TR More: 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: 5,995 shares; 2025Q1: 5,366 shares; 2025Q2: 8,632 shares; 2025Q3: 8,864 shares; 2025Q4: 8,527 shares 8,527 $453K 0.01% -337 Timeline IBTG ISHARES TR More: 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: 9,160 shares; 2025Q3: 11,036 shares; 2025Q4: 19,792 shares 19,792 $453K 0.01% +8,756 Timeline TJUN 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: 19,492 shares; 2025Q3: 19,757 shares; 2025Q4: 20,177 shares 20,177 $452K 0.01% +420 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 19,000 shares 19,000 $452K 0.01% +17,000 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 6,950 shares; 2025Q1: 7,461 shares; 2025Q2: 7,536 shares; 2025Q3: 7,534 shares; 2025Q4: 7,584 shares 7,584 $450K 0.01% +50 Timeline YLDE 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: not reported; 2024Q4: not reported; 2025Q1: 5,185 shares; 2025Q2: 7,236 shares; 2025Q3: 7,371 shares; 2025Q4: 8,309 shares 8,309 $450K 0.01% +938 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 10,785 shares; 2025Q3: 10,310 shares; 2025Q4: 10,377 shares 10,377 $450K 0.01% +67 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 10,894 shares; 2025Q1: 13,271 shares; 2025Q2: 10,732 shares; 2025Q3: 11,308 shares; 2025Q4: 6,104 shares 6,104 $450K 0.01% -5,204 Timeline FELV 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: 12,875 shares; 2024Q4: 12,905 shares; 2025Q1: 12,920 shares; 2025Q2: 12,935 shares; 2025Q3: 12,950 shares; 2025Q4: 12,963 shares 12,963 $449K 0.01% +13 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,054 shares; 2024Q4: 29,609 shares; 2025Q1: 29,178 shares; 2025Q2: 8,345 shares; 2025Q3: 8,346 shares; 2025Q4: 5,806 shares 5,806 $449K 0.01% -2,540 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 6,037 shares; 2025Q1: 5,977 shares; 2025Q2: 4,775 shares; 2025Q3: 5,615 shares; 2025Q4: 4,777 shares 4,777 $449K 0.01% -838 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,548 shares; 2024Q4: 14,424 shares; 2025Q1: 8,354 shares; 2025Q2: 8,463 shares; 2025Q3: 9,370 shares; 2025Q4: 11,344 shares 11,344 $447K 0.01% +1,974 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 946 shares; 2025Q1: 1,262 shares; 2025Q2: 1,429 shares; 2025Q3: 798 shares; 2025Q4: 806 shares 806 $446K 0.01% +8 Timeline PFI 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: 4,132 shares; 2025Q1: 5,474 shares; 2025Q2: 7,155 shares; 2025Q3: 6,914 shares; 2025Q4: 7,683 shares 7,683 $444K 0.01% +769 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,217 shares; 2025Q4: 1,573 shares 1,573 $442K 0.01% +356 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 11,028 shares; 2025Q1: 8,934 shares; 2025Q2: 10,700 shares; 2025Q3: 10,236 shares; 2025Q4: 9,528 shares 9,528 $439K 0.01% -708 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,971 shares 3,971 $437K 0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,220 shares; 2025Q1: 18,748 shares; 2025Q2: 18,740 shares; 2025Q3: 18,760 shares; 2025Q4: 18,796 shares 18,796 $437K 0.01% +36 Timeline FNOV 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: 14,014 shares; 2024Q4: 10,410 shares; 2025Q1: 44,317 shares; 2025Q2: 46,132 shares; 2025Q3: 8,353 shares; 2025Q4: 7,961 shares 7,961 $437K 0.01% -392 Timeline ARQQ ARQIT QUANTUM INC More: the full row for ARQIT 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: 21,603 shares; 2025Q3: 19,944 shares; 2025Q4: 19,944 shares 19,944 $436K 0.01% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,119 shares; 2025Q1: 6,169 shares; 2025Q2: 5,992 shares; 2025Q3: 5,341 shares; 2025Q4: 5,375 shares 5,375 $435K 0.01% +34 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,128 shares; 2024Q4: 6,419 shares; 2025Q1: 5,515 shares; 2025Q2: 5,317 shares; 2025Q3: 6,587 shares; 2025Q4: 7,571 shares 7,571 $435K 0.01% +984 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,792 shares; 2024Q4: 6,635 shares; 2025Q1: 6,914 shares; 2025Q2: 8,146 shares; 2025Q3: 8,485 shares; 2025Q4: 8,640 shares 8,640 $435K 0.01% +155 Timeline IBDY ISHARES TR More: 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: 15,419 shares; 2025Q2: 15,283 shares; 2025Q3: 15,460 shares; 2025Q4: 16,632 shares 16,632 $435K 0.01% +1,172 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,226 shares; 2025Q1: 2,347 shares; 2025Q2: 2,465 shares; 2025Q3: 2,305 shares; 2025Q4: 2,691 shares 2,691 $433K 0.01% +386 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 16,162 shares; 2025Q1: 16,571 shares; 2025Q2: 17,273 shares; 2025Q3: 18,426 shares; 2025Q4: 15,951 shares 15,951 $432K 0.01% -2,475 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 587 shares; 2025Q1: 732 shares; 2025Q2: 695 shares; 2025Q3: 833 shares; 2025Q4: 949 shares 949 $431K 0.01% +116 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,010 shares; 2025Q3: 6,190 shares; 2025Q4: 6,201 shares 6,201 $430K 0.01% +11 Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 9,331 shares; 2025Q3: 9,092 shares; 2025Q4: 7,772 shares 7,772 $429K 0.01% -1,320 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,569 shares; 2025Q1: 2,520 shares; 2025Q2: 2,605 shares; 2025Q3: 5,148 shares; 2025Q4: 1,913 shares 1,913 $428K 0.01% -3,235 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,009 shares; 2025Q2: 32,764 shares; 2025Q3: 23,872 shares; 2025Q4: 10,150 shares 10,150 $428K 0.01% -13,722 Timeline IBCA ISHARES TR More: 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: 13,807 shares; 2025Q3: 13,915 shares; 2025Q4: 16,483 shares 16,483 $428K 0.01% +2,568 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 12,469 shares; 2025Q2: 6,530 shares; 2025Q3: 9,822 shares; 2025Q4: 9,409 shares 9,409 $426K 0.01% -413 Timeline IBDW ISHARES TR More: 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: 13,412 shares; 2025Q2: 15,009 shares; 2025Q3: 15,574 shares; 2025Q4: 20,081 shares 20,081 $425K 0.01% +4,507 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,488 shares; 2025Q4: 7,334 shares 7,334 $423K 0.01% +1,846 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,601 shares; 2024Q4: 30,841 shares; 2025Q1: 22,866 shares; 2025Q2: 18,513 shares; 2025Q3: 18,516 shares; 2025Q4: 18,527 shares 18,527 $423K 0.01% +11 Timeline SCHC 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: 7,947 shares; 2024Q4: 8,359 shares; 2025Q1: 9,058 shares; 2025Q2: 9,429 shares; 2025Q3: 9,374 shares; 2025Q4: 9,282 shares 9,282 $423K 0.01% -92 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 8,335 shares 8,335 $419K 0.01% +6,520 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 12,014 shares; 2025Q1: 10,543 shares; 2025Q2: 6,396 shares; 2025Q3: 6,039 shares; 2025Q4: 5,820 shares 5,820 $419K 0.01% -219 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 5,792 shares; 2025Q1: 5,828 shares; 2025Q2: 5,877 shares; 2025Q3: 6,125 shares; 2025Q4: 6,029 shares 6,029 $418K 0.01% -96 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,140 shares; 2025Q3: 981 shares; 2025Q4: 1,953 shares 1,953 $418K 0.01% +972 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 5,038 shares; 2025Q1: 2,565 shares; 2025Q2: 2,021 shares; 2025Q3: 1,726 shares; 2025Q4: 1,720 shares 1,720 $418K 0.01% -6 Timeline HEEM 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: 11,576 shares; 2025Q1: 14,163 shares; 2025Q2: 12,441 shares; 2025Q3: 12,317 shares; 2025Q4: 11,970 shares 11,970 $416K 0.01% -347 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,886 shares; 2025Q3: 8,583 shares; 2025Q4: 16,061 shares 16,061 $416K 0.01% +7,478 Timeline FEBM 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: 14,341 shares; 2025Q2: 15,522 shares; 2025Q3: 14,659 shares; 2025Q4: 13,659 shares 13,659 $415K 0.01% -1,000 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 10,359 shares; 2025Q1: 12,151 shares; 2025Q2: 20,205 shares; 2025Q3: 16,193 shares; 2025Q4: 13,898 shares 13,898 $414K 0.01% -2,295 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,061 shares; 2024Q4: 2,599 shares; 2025Q1: 2,121 shares; 2025Q2: 2,858 shares; 2025Q3: 2,709 shares; 2025Q4: 3,046 shares 3,046 $414K 0.01% +337 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,285 shares; 2025Q3: 4,155 shares; 2025Q4: 5,406 shares 5,406 $412K 0.01% +1,251 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 3,466 shares; 2025Q1: 3,091 shares; 2025Q2: 4,219 shares; 2025Q3: 4,104 shares; 2025Q4: 3,933 shares 3,933 $412K 0.01% -171 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,009 shares; 2025Q2: 6,654 shares; 2025Q3: 6,947 shares; 2025Q4: 6,947 shares 6,947 $411K 0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 9,774 shares; 2025Q1: 9,670 shares; 2025Q2: 9,466 shares; 2025Q3: 8,862 shares; 2025Q4: 8,553 shares 8,553 $410K 0.01% -309 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,434 shares; 2025Q1: 3,382 shares; 2025Q2: 3,999 shares; 2025Q3: 4,056 shares; 2025Q4: 4,679 shares 4,679 $409K 0.01% +623 Timeline SDVD 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: 9,977 shares; 2025Q1: 11,331 shares; 2025Q2: 14,172 shares; 2025Q3: 15,028 shares; 2025Q4: 18,942 shares 18,942 $406K 0.01% +3,914 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 7,770 shares; 2025Q1: 7,770 shares; 2025Q2: 8,658 shares; 2025Q3: 8,658 shares; 2025Q4: 8,658 shares 8,658 $406K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,729 shares; 2024Q4: 17,142 shares; 2025Q1: 11,726 shares; 2025Q2: 8,452 shares; 2025Q3: 8,535 shares; 2025Q4: 8,694 shares 8,694 $406K 0.01% +159 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,356 shares; 2024Q4: 10,707 shares; 2025Q1: 11,800 shares; 2025Q2: 15,019 shares; 2025Q3: 12,319 shares; 2025Q4: 22,150 shares 22,150 $405K 0.01% +9,831 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,955 shares; 2024Q4: 25,955 shares; 2025Q1: 25,955 shares; 2025Q2: 25,955 shares; 2025Q3: 25,955 shares; 2025Q4: 25,955 shares 25,955 $405K 0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,472 shares; 2024Q4: 41,574 shares; 2025Q1: 41,574 shares; 2025Q2: 41,424 shares; 2025Q3: 41,924 shares; 2025Q4: 40,764 shares 40,764 $404K 0.01% -1,160 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 2,896 shares; 2025Q1: 2,942 shares; 2025Q2: 3,931 shares; 2025Q3: 2,326 shares; 2025Q4: 2,296 shares 2,296 $403K 0.01% -30 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 3,191 shares; 2025Q2: 5,636 shares; 2025Q3: 5,740 shares; 2025Q4: 4,153 shares 4,153 $402K 0.01% -1,587 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,816 shares; 2025Q1: 48,579 shares; 2025Q2: 51,895 shares; 2025Q3: 43,397 shares; 2025Q4: 48,082 shares 48,082 $401K 0.01% +4,685 Timeline PSMR 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: 16,070 shares; 2024Q4: 15,695 shares; 2025Q1: 15,470 shares; 2025Q2: 14,920 shares; 2025Q3: 14,770 shares; 2025Q4: 13,395 shares 13,395 $399K 0.01% -1,375 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 9,508 shares; 2025Q1: 10,122 shares; 2025Q2: 9,843 shares; 2025Q3: 9,108 shares; 2025Q4: 8,302 shares 8,302 $398K 0.01% -806 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 8,602 shares; 2025Q1: 8,358 shares; 2025Q2: 7,053 shares; 2025Q3: 7,393 shares; 2025Q4: 6,678 shares 6,678 $398K 0.01% -715 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,338 shares; 2025Q2: not reported; 2025Q3: 4,846 shares; 2025Q4: 8,760 shares 8,760 $394K 0.01% +3,914 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,729 shares; 2025Q1: 12,660 shares; 2025Q2: 12,732 shares; 2025Q3: 8,332 shares; 2025Q4: 8,374 shares 8,374 $394K 0.01% +42 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,731 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 2,167 shares; 2025Q4: 2,156 shares 2,156 $392K 0.01% -11 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,003 shares; 2025Q1: 11,000 shares; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 7,202 shares 7,202 $390K 0.01% +6,602 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 3,047 shares; 2025Q1: 3,126 shares; 2025Q2: 4,226 shares; 2025Q3: 4,683 shares; 2025Q4: 4,465 shares 4,465 $390K 0.01% -218 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 3,382 shares; 2025Q1: 2,586 shares; 2025Q2: 3,387 shares; 2025Q3: 3,229 shares; 2025Q4: 3,763 shares 3,763 $390K 0.01% +534 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 5,247 shares; 2025Q3: 5,748 shares; 2025Q4: 5,650 shares 5,650 $388K 0.01% -98 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,721 shares; 2025Q2: 23,555 shares; 2025Q3: 22,778 shares; 2025Q4: 29,480 shares 29,480 $388K 0.01% +6,702 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,723 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,253 shares; 2025Q4: 1,395 shares 1,395 $388K 0.01% +142 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 6,037 shares; 2025Q1: 5,650 shares; 2025Q2: 5,654 shares; 2025Q3: 5,379 shares; 2025Q4: 4,578 shares 4,578 $386K 0.01% -801 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,335 shares; 2025Q1: 2,367 shares; 2025Q2: 2,278 shares; 2025Q3: 2,280 shares; 2025Q4: 1,683 shares 1,683 $385K 0.01% -597 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,153 shares; 2025Q1: 1,442 shares; 2025Q2: 1,163 shares; 2025Q3: 1,147 shares; 2025Q4: 1,144 shares 1,144 $385K 0.01% -3 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,906 shares; 2024Q4: 14,120 shares; 2025Q1: 14,897 shares; 2025Q2: 13,297 shares; 2025Q3: 12,114 shares; 2025Q4: 10,954 shares 10,954 $384K 0.01% -1,160 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,163 shares; 2024Q4: 16,927 shares; 2025Q1: 8,515 shares; 2025Q2: 8,515 shares; 2025Q3: 8,515 shares; 2025Q4: 8,515 shares 8,515 $384K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,730 shares; 2024Q4: 71,488 shares; 2025Q1: 92,010 shares; 2025Q2: 8,715 shares; 2025Q3: 8,596 shares; 2025Q4: 8,445 shares 8,445 $384K 0.01% -151 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,535 shares; 2025Q1: 1,634 shares; 2025Q2: 1,760 shares; 2025Q3: 1,880 shares; 2025Q4: 1,909 shares 1,909 $384K 0.01% +29 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL 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: not reported; 2025Q4: 658 shares 658 $383K 0.01% new Timeline HYD 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: 4,305 shares; 2024Q4: 4,504 shares; 2025Q1: not reported; 2025Q2: 5,630 shares; 2025Q3: 7,555 shares; 2025Q4: 7,488 shares 7,488 $383K 0.01% -67 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,897 shares; 2025Q4: 29,932 shares 29,932 $381K 0.01% -4,965 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,295 shares; 2025Q1: 15,909 shares; 2025Q2: 13,527 shares; 2025Q3: 15,381 shares; 2025Q4: 16,095 shares 16,095 $381K 0.01% +714 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,475 shares; 2024Q4: 36,554 shares; 2025Q1: 34,572 shares; 2025Q2: 27,775 shares; 2025Q3: 27,823 shares; 2025Q4: 27,021 shares 27,021 $380K 0.01% -802 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,520 shares; 2025Q1: not reported; 2025Q2: 9,922 shares; 2025Q3: 10,586 shares; 2025Q4: 9,283 shares 9,283 $378K 0.01% -1,303 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,901 shares; 2025Q4: 16,828 shares 16,828 $378K 0.01% +11,927 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 8,585 shares; 2025Q1: 5,235 shares; 2025Q2: 4,074 shares; 2025Q3: 3,661 shares; 2025Q4: 2,989 shares 2,989 $376K 0.01% -672 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 3,933 shares 3,933 $375K 0.01% new Timeline FLDR 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: 8,409 shares; 2024Q4: 5,170 shares; 2025Q1: 5,170 shares; 2025Q2: 5,094 shares; 2025Q3: 5,094 shares; 2025Q4: 7,444 shares 7,444 $374K 0.01% +2,350 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 6,231 shares; 2025Q1: 6,762 shares; 2025Q2: 6,539 shares; 2025Q3: 6,763 shares; 2025Q4: 5,780 shares 5,780 $373K 0.01% -983 Timeline ZJUL 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: 11,659 shares; 2025Q3: 11,642 shares; 2025Q4: 12,807 shares 12,807 $372K 0.01% +1,165 Timeline WELD TEMA ETF TRUST More: the full row for TEMA 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: 5,511 shares; 2025Q3: 7,885 shares; 2025Q4: 8,360 shares 8,360 $371K 0.01% +475 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,371 shares; 2024Q4: 16,371 shares; 2025Q1: 16,371 shares; 2025Q2: 16,371 shares; 2025Q3: 15,371 shares; 2025Q4: 15,371 shares 15,371 $370K 0.01% 0 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,116 shares; 2025Q1: 10,063 shares; 2025Q2: 9,080 shares; 2025Q3: 9,469 shares; 2025Q4: 9,367 shares 9,367 $370K 0.01% -102 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,276 shares; 2025Q3: 9,468 shares; 2025Q4: 9,143 shares 9,143 $369K 0.01% -325 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS 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: 10,503 shares; 2025Q3: 7,846 shares; 2025Q4: 6,848 shares 6,848 $369K 0.01% -998 Timeline MLPX 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: 20,899 shares; 2025Q1: 27,908 shares; 2025Q2: 28,092 shares; 2025Q3: 17,027 shares; 2025Q4: 6,089 shares 6,089 $369K 0.01% -10,938 Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,179 shares; 2025Q3: 10,253 shares; 2025Q4: 10,336 shares 10,336 $368K 0.01% +83 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,844 shares; 2025Q4: 19,553 shares 19,553 $368K 0.01% +11,709 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,715 shares; 2024Q4: 19,290 shares; 2025Q1: 22,472 shares; 2025Q2: 21,472 shares; 2025Q3: 31,429 shares; 2025Q4: 28,140 shares 28,140 $368K 0.01% -3,289 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 2,761 shares; 2025Q1: 2,758 shares; 2025Q2: 2,509 shares; 2025Q3: 2,409 shares; 2025Q4: 2,483 shares 2,483 $367K 0.01% +74 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 7,191 shares; 2025Q1: 7,535 shares; 2025Q2: 7,535 shares; 2025Q3: 7,535 shares; 2025Q4: 7,535 shares 7,535 $367K 0.01% 0 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,268 shares; 2025Q3: 19,011 shares; 2025Q4: 16,844 shares 16,844 $365K 0.01% -2,167 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,143 shares; 2025Q4: 11,103 shares 11,103 $365K 0.01% -6,040 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 1,048 shares; 2025Q4: 2,968 shares 2,968 $364K 0.01% +1,920 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,298 shares; 2025Q1: not reported; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,875 shares 5,875 $364K 0.01% +65 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM 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: 2,727 shares; 2025Q4: 20,909 shares 20,909 $363K 0.01% +18,182 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,421 shares; 2024Q4: 10,152 shares; 2025Q1: 9,494 shares; 2025Q2: 9,175 shares; 2025Q3: 9,175 shares; 2025Q4: 9,175 shares 9,175 $363K 0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,710 shares; 2024Q4: 10,284 shares; 2025Q1: 3,483 shares; 2025Q2: 2,555 shares; 2025Q3: 3,891 shares; 2025Q4: 3,764 shares 3,764 $363K 0.01% -127 Timeline TSPA 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: 6,818 shares; 2025Q3: 7,160 shares; 2025Q4: 8,466 shares 8,466 $362K 0.01% +1,306 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,634 shares; 2024Q4: 100,951 shares; 2025Q1: 86,401 shares; 2025Q2: 68,266 shares; 2025Q3: 67,444 shares; 2025Q4: 68,313 shares 68,313 $362K 0.01% +869 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,066 shares; 2025Q1: not reported; 2025Q2: 4,806 shares; 2025Q3: 4,981 shares; 2025Q4: 4,890 shares 4,890 $362K 0.01% -91 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 488 shares; 2025Q1: 140 shares; 2025Q2: 134 shares; 2025Q3: 141 shares; 2025Q4: 168 shares 168 $361K 0.01% +27 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,899 shares; 2024Q4: 7,553 shares; 2025Q1: 7,880 shares; 2025Q2: 7,312 shares; 2025Q3: 7,312 shares; 2025Q4: 7,289 shares 7,289 $360K 0.01% -23 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,712 shares; 2025Q4: 18,888 shares 18,888 $360K 0.01% +3,176 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,636 shares; 2024Q4: 8,276 shares; 2025Q1: 8,069 shares; 2025Q2: 8,042 shares; 2025Q3: 8,218 shares; 2025Q4: 8,232 shares 8,232 $359K 0.01% +14 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,909 shares; 2024Q4: 160,887 shares; 2025Q1: 158,312 shares; 2025Q2: 37,548 shares; 2025Q3: 39,495 shares; 2025Q4: 37,972 shares 37,972 $358K 0.01% -1,523 Timeline AIOO 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: 11,523 shares; 2025Q4: 13,896 shares 13,896 $357K 0.01% +2,373 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,439 shares; 2025Q1: 4,296 shares; 2025Q2: 4,178 shares; 2025Q3: 4,178 shares; 2025Q4: 4,208 shares 4,208 $357K 0.01% +30 Timeline BGC BGC GROUP INC More: the full row for BGC 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: 33,951 shares; 2025Q3: 39,879 shares; 2025Q4: 39,962 shares 39,962 $357K 0.01% +83 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,236 shares; 2025Q4: 9,373 shares 9,373 $356K 0.01% +5,137 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,449 shares; 2025Q1: 10,401 shares; 2025Q2: 8,485 shares; 2025Q3: 8,835 shares; 2025Q4: 14,624 shares 14,624 $356K 0.01% +5,789 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,940 shares; 2025Q3: 10,940 shares; 2025Q4: 13,426 shares 13,426 $356K 0.01% +2,486 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL 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: 1,980 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares 2,265 $356K 0.01% 0 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 6,645 shares; 2025Q1: 6,707 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,707 shares 6,707 $356K 0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,032 shares; 2024Q4: 33,730 shares; 2025Q1: 33,758 shares; 2025Q2: 40,829 shares; 2025Q3: 38,115 shares; 2025Q4: 29,984 shares 29,984 $355K 0.01% -8,131 Timeline WVE WAVE LIFE SCIENCES LTD More: the full row for WAVE LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,900 shares 20,900 $355K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,405 shares; 2024Q4: 9,363 shares; 2025Q1: 9,057 shares; 2025Q2: 6,222 shares; 2025Q3: 6,310 shares; 2025Q4: 5,478 shares 5,478 $351K <0.01% -832 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 1,036 shares; 2025Q1: 889 shares; 2025Q2: 994 shares; 2025Q3: 790 shares; 2025Q4: 610 shares 610 $350K <0.01% -180 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,967 shares; 2025Q1: 4,017 shares; 2025Q2: 3,801 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares 2,618 $350K <0.01% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,008 shares; 2024Q4: 82,278 shares; 2025Q1: 84,611 shares; 2025Q2: 5,235 shares; 2025Q3: 5,187 shares; 2025Q4: 6,319 shares 6,319 $349K <0.01% +1,132 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 8,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares 9,300 $348K <0.01% 0 Timeline BUFB 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: 10,666 shares; 2024Q4: 10,530 shares; 2025Q1: 10,430 shares; 2025Q2: 9,754 shares; 2025Q3: 9,684 shares; 2025Q4: 9,472 shares 9,472 $347K <0.01% -212 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 8,995 shares; 2025Q1: 6,233 shares; 2025Q2: 6,332 shares; 2025Q3: 6,233 shares; 2025Q4: 6,233 shares 6,233 $346K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,063 shares; 2024Q4: 11,757 shares; 2025Q1: 10,849 shares; 2025Q2: 9,426 shares; 2025Q3: 9,348 shares; 2025Q4: 8,575 shares 8,575 $345K <0.01% -773 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,659 shares; 2024Q4: 8,691 shares; 2025Q1: 58,726 shares; 2025Q2: 63,469 shares; 2025Q3: 60,524 shares; 2025Q4: 8,423 shares 8,423 $344K <0.01% -52,101 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 14 shares; 2025Q4: 4,490 shares 4,490 $343K <0.01% +4,476 Timeline RSPH 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: 22,237 shares; 2024Q4: 10,611 shares; 2025Q1: 9,852 shares; 2025Q2: 10,854 shares; 2025Q3: 10,852 shares; 2025Q4: 10,757 shares 10,757 $343K <0.01% -95 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,872 shares; 2025Q1: 2,030 shares; 2025Q2: 16,007 shares; 2025Q3: 13,725 shares; 2025Q4: 1,665 shares 1,665 $340K <0.01% -12,060 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,520 shares; 2025Q1: 8,520 shares; 2025Q2: 8,520 shares; 2025Q3: 8,520 shares; 2025Q4: 8,520 shares 8,520 $340K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,522 shares; 2025Q4: 6,707 shares 6,707 $339K <0.01% -16,815 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 4,147 shares 4,147 $339K <0.01% new Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 13,096 shares 13,096 $337K <0.01% +11,096 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $337K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,667 shares; 2025Q3: 3,904 shares; 2025Q4: 5,176 shares 5,176 $336K <0.01% +1,272 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,738 shares; 2024Q4: 9,738 shares; 2025Q1: 9,738 shares; 2025Q2: 9,738 shares; 2025Q3: 9,738 shares; 2025Q4: 9,738 shares 9,738 $336K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,408 shares; 2025Q1: 2,352 shares; 2025Q2: 1,852 shares; 2025Q3: 7,046 shares; 2025Q4: 2,419 shares 2,419 $336K <0.01% -4,627 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 28,500 shares; 2025Q4: 33,000 shares 33,000 $336K <0.01% +4,500 Timeline JMEE 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: 5,578 shares; 2025Q1: 3,620 shares; 2025Q2: 4,920 shares; 2025Q3: 5,509 shares; 2025Q4: 5,217 shares 5,217 $336K <0.01% -292 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 3,065 shares; 2025Q3: 5,777 shares; 2025Q4: 3,509 shares 3,509 $334K <0.01% -2,268 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 14,108 shares; 2025Q1: 51,551 shares; 2025Q2: 11,230 shares; 2025Q3: 9,217 shares; 2025Q4: 12,220 shares 12,220 $334K <0.01% +3,003 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,592 shares; 2025Q3: 4,592 shares; 2025Q4: 6,729 shares 6,729 $333K <0.01% +2,137 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,042 shares; 2024Q4: 7,194 shares; 2025Q1: 7,118 shares; 2025Q2: 6,560 shares; 2025Q3: 6,764 shares; 2025Q4: 4,513 shares 4,513 $332K <0.01% -2,251 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 4,979 shares; 2025Q1: 4,743 shares; 2025Q2: 4,611 shares; 2025Q3: 4,592 shares; 2025Q4: 4,773 shares 4,773 $331K <0.01% +181 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 22,451 shares; 2025Q1: 12,124 shares; 2025Q2: not reported; 2025Q3: 8,912 shares; 2025Q4: 23,586 shares 23,586 $331K <0.01% +14,674 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,895 shares; 2025Q3: 4,341 shares; 2025Q4: 4,384 shares 4,384 $330K <0.01% +43 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 3,708 shares; 2025Q1: 12,482 shares; 2025Q2: 3,789 shares; 2025Q3: 2,927 shares; 2025Q4: 2,950 shares 2,950 $330K <0.01% +23 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,038 shares; 2025Q3: 17,989 shares; 2025Q4: 7,328 shares 7,328 $330K <0.01% -10,661 Timeline MGOV 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: 21,406 shares; 2025Q1: 20,204 shares; 2025Q2: 17,275 shares; 2025Q3: 17,275 shares; 2025Q4: 16,094 shares 16,094 $330K <0.01% -1,181 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 674 shares; 2025Q1: 675 shares; 2025Q2: 928 shares; 2025Q3: 812 shares; 2025Q4: 790 shares 790 $329K <0.01% -22 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 5,712 shares; 2025Q1: 3,996 shares; 2025Q2: 3,593 shares; 2025Q3: 4,268 shares; 2025Q4: 4,188 shares 4,188 $329K <0.01% -80 Timeline WCLD 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: 6,868 shares; 2024Q4: 7,874 shares; 2025Q1: 8,737 shares; 2025Q2: 9,198 shares; 2025Q3: 9,036 shares; 2025Q4: 9,399 shares 9,399 $329K <0.01% +363 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,776 shares; 2025Q1: 23,757 shares; 2025Q2: 16,209 shares; 2025Q3: 15,514 shares; 2025Q4: 13,759 shares 13,759 $329K <0.01% -1,755 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,988 shares; 2025Q1: 10,152 shares; 2025Q2: 10,416 shares; 2025Q3: 37,716 shares; 2025Q4: 32,966 shares 32,966 $329K <0.01% -4,750 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 96 shares; 2025Q1: 92 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 45 shares 45 $328K <0.01% -6 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 4,812 shares; 2025Q1: 14,524 shares; 2025Q2: 2,660 shares; 2025Q3: 5,473 shares; 2025Q4: 4,108 shares 4,108 $327K <0.01% -1,365 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,609 shares; 2024Q4: 12,995 shares; 2025Q1: 12,737 shares; 2025Q2: 18,042 shares; 2025Q3: 12,471 shares; 2025Q4: 12,372 shares 12,372 $326K <0.01% -99 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,736 shares; 2025Q1: 4,006 shares; 2025Q2: 3,946 shares; 2025Q3: 4,174 shares; 2025Q4: 3,672 shares 3,672 $326K <0.01% -502 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,262 shares; 2025Q3: 7,294 shares; 2025Q4: 7,183 shares 7,183 $326K <0.01% -111 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,700 shares 1,700 $325K <0.01% +70 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,392 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 7,492 shares 7,492 $324K <0.01% +1,100 Timeline BUFY 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: 12,964 shares; 2025Q4: 14,558 shares 14,558 $324K <0.01% +1,594 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,255 shares; 2024Q4: 6,255 shares; 2025Q1: 8,089 shares; 2025Q2: 8,089 shares; 2025Q3: 8,089 shares; 2025Q4: 8,089 shares 8,089 $323K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,005 shares; 2025Q2: 6,277 shares; 2025Q3: 6,184 shares; 2025Q4: 6,701 shares 6,701 $323K <0.01% +517 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,218 shares; 2024Q4: 10,218 shares; 2025Q1: 11,128 shares; 2025Q2: 9,874 shares; 2025Q3: 9,874 shares; 2025Q4: 10,189 shares 10,189 $323K <0.01% +315 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 20,650 shares 20,650 $322K <0.01% new Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,359 shares; 2025Q2: 8,575 shares; 2025Q3: 6,574 shares; 2025Q4: 6,739 shares 6,739 $321K <0.01% +165 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI 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: 4,000 shares; 2025Q4: 4,060 shares 4,060 $320K <0.01% +60 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 7,724 shares; 2025Q1: 5,574 shares; 2025Q2: 5,740 shares; 2025Q3: 5,132 shares; 2025Q4: 3,235 shares 3,235 $320K <0.01% -1,897 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,732 shares; 2025Q4: 23,801 shares 23,801 $319K <0.01% +11,069 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,461 shares; 2025Q3: 12,849 shares; 2025Q4: 14,351 shares 14,351 $319K <0.01% +1,502 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: not reported; 2025Q1: 7,160 shares; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 1,637 shares 1,637 $318K <0.01% +1,327 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,015 shares; 2025Q2: 9,535 shares; 2025Q3: 9,070 shares; 2025Q4: 6,752 shares 6,752 $318K <0.01% -2,318 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,020 shares; 2025Q1: not reported; 2025Q2: 13,887 shares; 2025Q3: 17,983 shares; 2025Q4: 21,188 shares 21,188 $318K <0.01% +3,205 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,745 shares; 2025Q2: 6,085 shares; 2025Q3: 6,405 shares; 2025Q4: 4,456 shares 4,456 $317K <0.01% -1,949 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS 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: 21,390 shares; 2025Q3: 21,390 shares; 2025Q4: 21,390 shares 21,390 $317K <0.01% 0 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,779 shares; 2025Q2: 6,779 shares; 2025Q3: 6,779 shares; 2025Q4: 6,779 shares 6,779 $317K <0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,006 shares; 2025Q3: 39,235 shares; 2025Q4: 22,018 shares 22,018 $316K <0.01% -17,217 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,803 shares; 2024Q4: 14,938 shares; 2025Q1: 7,851 shares; 2025Q2: not reported; 2025Q3: 7,763 shares; 2025Q4: 7,631 shares 7,631 $315K <0.01% -132 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,848 shares; 2025Q3: 6,059 shares; 2025Q4: 7,717 shares 7,717 $315K <0.01% +1,658 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: 2,501 shares; 2025Q4: 2,347 shares 2,347 $315K <0.01% -154 Timeline SHM 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: 10,423 shares; 2024Q4: 7,090 shares; 2025Q1: 6,442 shares; 2025Q2: 6,466 shares; 2025Q3: 6,631 shares; 2025Q4: 6,558 shares 6,558 $315K <0.01% -73 Timeline DGS 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: 5,377 shares; 2025Q2: 5,399 shares; 2025Q3: 5,426 shares; 2025Q4: 5,494 shares 5,494 $314K <0.01% +68 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,079 shares; 2024Q4: 50,584 shares; 2025Q1: 10,973 shares; 2025Q2: 10,742 shares; 2025Q3: 10,963 shares; 2025Q4: 11,230 shares 11,230 $314K <0.01% +267 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,403 shares; 2024Q4: 23,856 shares; 2025Q1: 23,963 shares; 2025Q2: 19,112 shares; 2025Q3: 19,112 shares; 2025Q4: 19,112 shares 19,112 $314K <0.01% 0 Timeline EXI ISHARES TR More: 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: 1,563 shares; 2025Q3: 1,675 shares; 2025Q4: 1,792 shares 1,792 $314K <0.01% +117 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,043 shares; 2024Q4: 25,812 shares; 2025Q1: 17,096 shares; 2025Q2: 16,276 shares; 2025Q3: 17,431 shares; 2025Q4: 30,895 shares 30,895 $312K <0.01% +13,464 Timeline RPV 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: 3,411 shares; 2025Q1: 3,172 shares; 2025Q2: 3,335 shares; 2025Q3: 3,271 shares; 2025Q4: 3,019 shares 3,019 $312K <0.01% -252 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,865 shares; 2024Q4: 10,029 shares; 2025Q1: 8,508 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares; 2025Q4: 8,838 shares 8,838 $312K <0.01% 0 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,676 shares; 2025Q1: 6,676 shares; 2025Q2: 6,676 shares; 2025Q3: 6,676 shares; 2025Q4: 8,178 shares 8,178 $311K <0.01% +1,502 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 4,365 shares; 2025Q1: 4,410 shares; 2025Q2: 4,284 shares; 2025Q3: 4,290 shares; 2025Q4: 4,283 shares 4,283 $310K <0.01% -7 Timeline NOVM 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: 163 shares; 2025Q4: 9,363 shares 9,363 $308K <0.01% +9,200 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,527 shares; 2024Q4: 16,233 shares; 2025Q1: 15,393 shares; 2025Q2: 8,395 shares; 2025Q3: 6,492 shares; 2025Q4: 5,119 shares 5,119 $307K <0.01% -1,373 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,829 shares; 2025Q2: 5,535 shares; 2025Q3: 4,796 shares; 2025Q4: 6,593 shares 6,593 $307K <0.01% +1,797 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 8,480 shares 8,480 $306K <0.01% +7,197 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,457 shares; 2025Q1: 2,605 shares; 2025Q2: 3,045 shares; 2025Q3: 2,848 shares; 2025Q4: 3,052 shares 3,052 $305K <0.01% +204 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 4,397 shares; 2025Q1: 2,864 shares; 2025Q2: 2,970 shares; 2025Q3: 2,716 shares; 2025Q4: 2,970 shares 2,970 $304K <0.01% +254 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 7,959 shares; 2025Q1: 7,527 shares; 2025Q2: 7,184 shares; 2025Q3: 7,621 shares; 2025Q4: 7,341 shares 7,341 $304K <0.01% -280 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,200 shares 15,200 $304K <0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,815 shares; 2025Q3: 45,722 shares; 2025Q4: 22,974 shares 22,974 $303K <0.01% -22,748 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,705 shares; 2024Q4: 22,414 shares; 2025Q1: 22,370 shares; 2025Q2: 21,935 shares; 2025Q3: 22,220 shares; 2025Q4: 22,210 shares 22,210 $302K <0.01% -10 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 5,343 shares; 2025Q1: 5,420 shares; 2025Q2: 4,281 shares; 2025Q3: 3,974 shares; 2025Q4: 3,476 shares 3,476 $302K <0.01% -498 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 8,251 shares 8,251 $302K <0.01% +8,001 Timeline JGLO 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: 3,555 shares; 2025Q1: 4,431 shares; 2025Q2: 3,435 shares; 2025Q3: 3,186 shares; 2025Q4: 4,462 shares 4,462 $302K <0.01% +1,276 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 4,035 shares; 2025Q3: 3,342 shares; 2025Q4: 3,775 shares 3,775 $300K <0.01% +433 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 11,866 shares; 2025Q4: 13,555 shares 13,555 $300K <0.01% +1,689 Timeline EPS 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: 3,679 shares; 2025Q1: 3,935 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 4,235 shares 4,235 $300K <0.01% +300 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,755 shares 3,755 $300K <0.01% new Timeline SBAR 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: 11,434 shares 11,434 $299K <0.01% new Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP 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: 15,045 shares; 2025Q4: 21,480 shares 21,480 $299K <0.01% +6,435 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,194 shares; 2025Q4: 4,790 shares 4,790 $298K <0.01% +596 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,876 shares; 2025Q4: 15,691 shares 15,691 $298K <0.01% +6,815 Timeline EMGF 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: 4,402 shares; 2024Q4: not reported; 2025Q1: 4,614 shares; 2025Q2: 4,899 shares; 2025Q3: 5,059 shares; 2025Q4: 5,153 shares 5,153 $298K <0.01% +94 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 17,459 shares; 2025Q1: 32,590 shares; 2025Q2: 33,472 shares; 2025Q3: 29,769 shares; 2025Q4: 15,215 shares 15,215 $298K <0.01% -14,554 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 6,724 shares; 2025Q1: 6,693 shares; 2025Q2: 8,004 shares; 2025Q3: 7,956 shares; 2025Q4: 6,827 shares 6,827 $298K <0.01% -1,129 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,756 shares; 2024Q4: 23,003 shares; 2025Q1: 23,605 shares; 2025Q2: 24,684 shares; 2025Q3: 23,480 shares; 2025Q4: 22,417 shares 22,417 $297K <0.01% -1,063 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,862 shares; 2025Q3: 4,968 shares; 2025Q4: 4,630 shares 4,630 $297K <0.01% -338 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: not reported; 2025Q1: 2,671 shares; 2025Q2: 3,662 shares; 2025Q3: 3,285 shares; 2025Q4: 3,787 shares 3,787 $296K <0.01% +502 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,132 shares; 2025Q2: 10,152 shares; 2025Q3: 10,831 shares; 2025Q4: 11,829 shares 11,829 $296K <0.01% +998 Timeline EES 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: 5,282 shares; 2025Q2: 5,167 shares; 2025Q3: 5,177 shares; 2025Q4: 5,195 shares 5,195 $296K <0.01% +18 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,499 shares; 2025Q2: 3,632 shares; 2025Q3: 3,615 shares; 2025Q4: 3,805 shares 3,805 $294K <0.01% +190 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 9,169 shares; 2025Q1: 4,940 shares; 2025Q2: 3,507 shares; 2025Q3: 1,122 shares; 2025Q4: 1,483 shares 1,483 $294K <0.01% +361 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,783 shares; 2025Q3: 11,931 shares; 2025Q4: 5,664 shares 5,664 $293K <0.01% -6,267 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,614 shares; 2025Q3: 10,369 shares; 2025Q4: 11,495 shares 11,495 $293K <0.01% +1,126 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: not reported; 2025Q1: 6,061 shares; 2025Q2: 9,498 shares; 2025Q3: 9,961 shares; 2025Q4: 7,605 shares 7,605 $292K <0.01% -2,356 Timeline