LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,611 shares 59,611 $2.96M 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,345 shares; 2024Q4: 65,748 shares; 2025Q1: 55,010 shares; 2025Q2: 55,385 shares; 2025Q3: 43,988 shares; 2025Q4: 47,293 shares 47,293 $2.95M 0.02% +3,305 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,187 shares; 2024Q4: 212,959 shares; 2025Q1: 52,941 shares; 2025Q2: 19,296 shares; 2025Q3: 19,753 shares; 2025Q4: 166,774 shares 166,774 $2.95M 0.02% +147,021 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 28,717 shares; 2025Q2: 30,381 shares; 2025Q3: 21,337 shares; 2025Q4: 22,499 shares 22,499 $2.95M 0.02% +1,162 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: 179,381 shares; 2024Q4: 163,088 shares; 2025Q1: 157,400 shares; 2025Q2: 86,603 shares; 2025Q3: 78,263 shares; 2025Q4: 74,326 shares 74,326 $2.94M 0.02% -3,937 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,603 shares; 2024Q4: 81,834 shares; 2025Q1: 77,192 shares; 2025Q2: 75,421 shares; 2025Q3: 78,507 shares; 2025Q4: 67,844 shares 67,844 $2.93M 0.02% -10,663 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,947 shares; 2024Q4: 7,949 shares; 2025Q1: 7,519 shares; 2025Q2: 46,740 shares; 2025Q3: 33,273 shares; 2025Q4: 30,446 shares 30,446 $2.92M 0.02% -2,827 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,131 shares; 2025Q2: 21,965 shares; 2025Q3: 27,216 shares; 2025Q4: 11,980 shares 11,980 $2.91M 0.02% -15,236 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: 117,015 shares; 2024Q4: 124,531 shares; 2025Q1: 124,605 shares; 2025Q2: 130,180 shares; 2025Q3: 133,799 shares; 2025Q4: 137,300 shares 137,300 $2.88M 0.02% +3,501 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 13,846 shares; 2025Q1: 16,964 shares; 2025Q2: 15,061 shares; 2025Q3: 12,168 shares; 2025Q4: 18,606 shares 18,606 $2.88M 0.02% +6,438 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,425 shares; 2024Q4: 79,468 shares; 2025Q1: 79,237 shares; 2025Q2: 67,209 shares; 2025Q3: 69,589 shares; 2025Q4: 67,736 shares 67,736 $2.88M 0.02% -1,853 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,152 shares; 2024Q4: 25,023 shares; 2025Q1: 27,512 shares; 2025Q2: 30,000 shares; 2025Q3: 32,707 shares; 2025Q4: 32,556 shares 32,556 $2.84M 0.02% -151 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,502 shares; 2024Q4: 25,359 shares; 2025Q1: 28,309 shares; 2025Q2: 24,220 shares; 2025Q3: 30,742 shares; 2025Q4: 66,255 shares 66,255 $2.83M 0.02% +35,513 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,309 shares; 2025Q1: 1,532 shares; 2025Q2: 1,929 shares; 2025Q3: 2,287 shares; 2025Q4: 2,607 shares 2,607 $2.79M 0.02% +320 Timeline RULE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,184 shares; 2024Q4: 355,731 shares; 2025Q1: 197,206 shares; 2025Q2: 158,329 shares; 2025Q3: 144,517 shares; 2025Q4: 121,198 shares 121,198 $2.78M 0.02% -23,319 Timeline SYSB ISHARES TR More: 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 shares; 2025Q4: 30,900 shares 30,900 $2.77M 0.02% +30,896 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: 35,579 shares; 2024Q4: 36,773 shares; 2025Q1: 34,314 shares; 2025Q2: 44,057 shares; 2025Q3: 97,524 shares; 2025Q4: 100,798 shares 100,798 $2.75M 0.02% +3,274 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 828 shares; 2025Q1: 316 shares; 2025Q2: 70,721 shares; 2025Q3: 47,873 shares; 2025Q4: 50,229 shares 50,229 $2.75M 0.02% +2,356 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,176 shares; 2024Q4: 256,645 shares; 2025Q1: 197,643 shares; 2025Q2: 42,035 shares; 2025Q3: 46,708 shares; 2025Q4: 49,911 shares 49,911 $2.73M 0.02% +3,203 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,636 shares; 2024Q4: 84,610 shares; 2025Q1: 62,940 shares; 2025Q2: 54,706 shares; 2025Q3: 65,676 shares; 2025Q4: 82,673 shares 82,673 $2.73M 0.02% +16,997 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: 17,152 shares; 2024Q4: 22,084 shares; 2025Q1: 17,026 shares; 2025Q2: 107,928 shares; 2025Q3: 43,007 shares; 2025Q4: 32,885 shares 32,885 $2.73M 0.02% -10,122 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,327 shares; 2024Q4: 154,662 shares; 2025Q1: 150,353 shares; 2025Q2: 158,557 shares; 2025Q3: 150,934 shares; 2025Q4: 149,561 shares 149,561 $2.72M 0.02% -1,373 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,357 shares; 2025Q1: 2,900 shares; 2025Q2: 2,459 shares; 2025Q3: 46,981 shares; 2025Q4: 44,469 shares 44,469 $2.72M 0.02% -2,512 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,524 shares; 2024Q4: 22,509 shares; 2025Q1: 5,023 shares; 2025Q2: 6,073 shares; 2025Q3: 22,164 shares; 2025Q4: 24,533 shares 24,533 $2.7M 0.02% +2,369 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,541 shares; 2024Q4: 3,383 shares; 2025Q1: 3,463 shares; 2025Q2: 3,255 shares; 2025Q3: 4,090 shares; 2025Q4: 8,568 shares 8,568 $2.7M 0.02% +4,478 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 19,499 shares; 2025Q1: 19,459 shares; 2025Q2: 20,600 shares; 2025Q3: 22,835 shares; 2025Q4: 22,077 shares 22,077 $2.69M 0.02% -758 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 330 shares; 2025Q1: 352 shares; 2025Q2: 431 shares; 2025Q3: 525 shares; 2025Q4: 502 shares 502 $2.69M 0.02% -23 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,837 shares; 2024Q4: 39,058 shares; 2025Q1: 35,389 shares; 2025Q2: 35,956 shares; 2025Q3: 33,327 shares; 2025Q4: 32,486 shares 32,486 $2.69M 0.02% -841 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,610 shares; 2025Q1: 93,417 shares; 2025Q2: 75,748 shares; 2025Q3: 72,925 shares; 2025Q4: 68,726 shares 68,726 $2.69M 0.02% -4,199 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 21,641 shares; 2025Q1: 20,552 shares; 2025Q2: 20,231 shares; 2025Q3: 32,169 shares; 2025Q4: 21,428 shares 21,428 $2.67M 0.02% -10,741 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: 858 shares; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 1,371 shares; 2025Q3: 1,734 shares; 2025Q4: 9,500 shares 9,500 $2.67M 0.02% +7,766 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,995 shares 26,995 $2.67M 0.02% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 714 shares; 2025Q1: 14,412 shares; 2025Q2: 15,740 shares; 2025Q3: 15,805 shares; 2025Q4: 17,300 shares 17,300 $2.66M 0.02% +1,495 Timeline VMBS 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: 929,056 shares; 2024Q4: 951,458 shares; 2025Q1: 894,980 shares; 2025Q2: 39,700 shares; 2025Q3: 42,669 shares; 2025Q4: 56,509 shares 56,509 $2.66M 0.02% +13,840 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,827 shares; 2024Q4: 164,881 shares; 2025Q1: 147,091 shares; 2025Q2: 16,707 shares; 2025Q3: 18,126 shares; 2025Q4: 16,644 shares 16,644 $2.65M 0.02% -1,482 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 13,215 shares; 2025Q1: 17,361 shares; 2025Q2: 17,026 shares; 2025Q3: 22,238 shares; 2025Q4: 26,842 shares 26,842 $2.64M 0.02% +4,604 Timeline FDG 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: 3,145 shares; 2025Q1: 5,918 shares; 2025Q2: 8,619 shares; 2025Q3: 12,385 shares; 2025Q4: 20,755 shares 20,755 $2.63M 0.02% +8,370 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,792 shares; 2025Q1: 3,127 shares; 2025Q2: 3,997 shares; 2025Q3: 9,128 shares; 2025Q4: 10,651 shares 10,651 $2.62M 0.02% +1,523 Timeline FISR 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: 89,458 shares; 2024Q4: 85,049 shares; 2025Q1: 105,510 shares; 2025Q2: 134,162 shares; 2025Q3: 69,154 shares; 2025Q4: 101,140 shares 101,140 $2.62M 0.02% +31,986 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 8,088 shares; 2025Q1: 2,659 shares; 2025Q2: 2,249 shares; 2025Q3: 5,058 shares; 2025Q4: 49,840 shares 49,840 $2.62M 0.02% +44,782 Timeline EUHY 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: 32,043 shares; 2024Q4: 33,657 shares; 2025Q1: 30,043 shares; 2025Q2: 34,013 shares; 2025Q3: 38,885 shares; 2025Q4: 49,083 shares 49,083 $2.62M 0.02% +10,198 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,325 shares; 2024Q4: 5,179 shares; 2025Q1: 12,119 shares; 2025Q2: 6,827 shares; 2025Q3: 29,367 shares; 2025Q4: 32,433 shares 32,433 $2.62M 0.02% +3,066 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,856 shares; 2024Q4: 39,969 shares; 2025Q1: 42,516 shares; 2025Q2: 35,702 shares; 2025Q3: 34,986 shares; 2025Q4: 33,418 shares 33,418 $2.6M 0.01% -1,568 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: 134,701 shares; 2024Q4: 136,619 shares; 2025Q1: 140,517 shares; 2025Q2: 148,673 shares; 2025Q3: 143,652 shares; 2025Q4: 148,049 shares 148,049 $2.6M 0.01% +4,397 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,087 shares; 2024Q4: 58,443 shares; 2025Q1: 11,901 shares; 2025Q2: 48,905 shares; 2025Q3: 14,608 shares; 2025Q4: 26,340 shares 26,340 $2.59M 0.01% +11,732 Timeline FRI 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: 75,129 shares; 2024Q4: 75,921 shares; 2025Q1: 78,192 shares; 2025Q2: 84,299 shares; 2025Q3: 85,305 shares; 2025Q4: 94,060 shares 94,060 $2.57M 0.01% +8,755 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: 1,581 shares; 2024Q4: 1,516 shares; 2025Q1: 1,047 shares; 2025Q2: 1,105 shares; 2025Q3: 12,000 shares; 2025Q4: 10,222 shares 10,222 $2.57M 0.01% -1,778 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,399 shares; 2025Q2: 82,331 shares; 2025Q3: 89,326 shares; 2025Q4: 35,121 shares 35,121 $2.52M 0.01% -54,205 Timeline MFUL COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,041 shares; 2024Q4: 422,978 shares; 2025Q1: 197,444 shares; 2025Q2: 153,255 shares; 2025Q3: 145,256 shares; 2025Q4: 113,811 shares 113,811 $2.47M 0.01% -31,445 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,922 shares; 2024Q4: 635,659 shares; 2025Q1: 650,888 shares; 2025Q2: 95,682 shares; 2025Q3: 94,113 shares; 2025Q4: 103,501 shares 103,501 $2.47M 0.01% +9,388 Timeline APOC 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: 5,101 shares; 2025Q1: 21,145 shares; 2025Q2: 1,318 shares; 2025Q3: 1,998 shares; 2025Q4: 94,237 shares 94,237 $2.47M 0.01% +92,239 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 5,101 shares; 2025Q1: 4,868 shares; 2025Q2: 5,531 shares; 2025Q3: 6,410 shares; 2025Q4: 7,332 shares 7,332 $2.47M 0.01% +922 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: 143,923 shares; 2024Q4: 124,315 shares; 2025Q1: 36,772 shares; 2025Q2: 38,207 shares; 2025Q3: 38,803 shares; 2025Q4: 38,353 shares 38,353 $2.46M 0.01% -450 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,520 shares; 2024Q4: 17,789 shares; 2025Q1: 15,713 shares; 2025Q2: 10,012 shares; 2025Q3: 11,280 shares; 2025Q4: 10,759 shares 10,759 $2.45M 0.01% -521 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,038 shares; 2024Q4: 58,780 shares; 2025Q1: 58,570 shares; 2025Q2: 47,607 shares; 2025Q3: 47,724 shares; 2025Q4: 50,722 shares 50,722 $2.43M 0.01% +2,998 Timeline ZNOV 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: 840 shares; 2025Q1: 840 shares; 2025Q2: 1,456 shares; 2025Q3: 1,563 shares; 2025Q4: 90,601 shares 90,601 $2.42M 0.01% +89,038 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 20,772 shares; 2025Q1: 23,860 shares; 2025Q2: 26,179 shares; 2025Q3: 22,867 shares; 2025Q4: 34,787 shares 34,787 $2.41M 0.01% +11,920 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,003 shares; 2025Q1: 2,909 shares; 2025Q2: 3,140 shares; 2025Q3: 2,082 shares; 2025Q4: 18,152 shares 18,152 $2.4M 0.01% +16,070 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,138 shares; 2025Q1: 223,554 shares; 2025Q2: 229,455 shares; 2025Q3: 121,079 shares; 2025Q4: 123,135 shares 123,135 $2.39M 0.01% +2,056 Timeline BAB 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: 616 shares; 2025Q1: 702 shares; 2025Q2: 141 shares; 2025Q3: 2,575 shares; 2025Q4: 87,715 shares 87,715 $2.39M 0.01% +85,140 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,811 shares; 2025Q1: 1,630 shares; 2025Q2: 2,456 shares; 2025Q3: 3,526 shares; 2025Q4: 4,182 shares 4,182 $2.38M 0.01% +656 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 22,934 shares; 2025Q4: 60,718 shares 60,718 $2.37M 0.01% +37,784 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,316 shares; 2024Q4: 35,115 shares; 2025Q1: 27,557 shares; 2025Q2: 26,355 shares; 2025Q3: 18,700 shares; 2025Q4: 12,712 shares 12,712 $2.35M 0.01% -5,988 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,044 shares; 2024Q4: 11,680 shares; 2025Q1: 8,368 shares; 2025Q2: 12,048 shares; 2025Q3: 15,163 shares; 2025Q4: 29,633 shares 29,633 $2.34M 0.01% +14,470 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 11,323 shares; 2025Q2: 17,302 shares; 2025Q3: 20,377 shares; 2025Q4: 24,750 shares 24,750 $2.33M 0.01% +4,373 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,501 shares; 2024Q4: 43,062 shares; 2025Q1: 39,526 shares; 2025Q2: 83,495 shares; 2025Q3: 90,407 shares; 2025Q4: 78,341 shares 78,341 $2.32M 0.01% -12,066 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 12,725 shares; 2025Q1: 12,289 shares; 2025Q2: 11,063 shares; 2025Q3: 10,751 shares; 2025Q4: 11,218 shares 11,218 $2.32M 0.01% +467 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,290 shares; 2024Q4: 33,635 shares; 2025Q1: 36,868 shares; 2025Q2: 37,012 shares; 2025Q3: 51,309 shares; 2025Q4: 53,466 shares 53,466 $2.31M 0.01% +2,157 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,347 shares; 2024Q4: 176,874 shares; 2025Q1: 172,986 shares; 2025Q2: 128,134 shares; 2025Q3: 126,699 shares; 2025Q4: 74,027 shares 74,027 $2.31M 0.01% -52,672 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,293 shares; 2025Q1: 4,781 shares; 2025Q2: 4,801 shares; 2025Q3: 5,580 shares; 2025Q4: 6,177 shares 6,177 $2.31M 0.01% +597 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 14,861 shares; 2025Q1: 14,166 shares; 2025Q2: 13,998 shares; 2025Q3: 14,472 shares; 2025Q4: 12,711 shares 12,711 $2.3M 0.01% -1,761 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY 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: 21,825 shares; 2025Q2: 23,231 shares; 2025Q3: 24,419 shares; 2025Q4: 24,723 shares 24,723 $2.29M 0.01% +304 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,252 shares; 2024Q4: 32,392 shares; 2025Q1: 113,727 shares; 2025Q2: 30,356 shares; 2025Q3: 30,421 shares; 2025Q4: 31,866 shares 31,866 $2.28M 0.01% +1,445 Timeline QINT 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: 8,266 shares; 2025Q1: 12,059 shares; 2025Q2: 38,484 shares; 2025Q3: 51,997 shares; 2025Q4: 35,012 shares 35,012 $2.25M 0.01% -16,985 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,989 shares; 2024Q4: 12,535 shares; 2025Q1: 9,943 shares; 2025Q2: 9,135 shares; 2025Q3: 13,968 shares; 2025Q4: 15,051 shares 15,051 $2.24M 0.01% +1,083 Timeline IBND 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: 41,271 shares; 2024Q4: 42,437 shares; 2025Q1: 43,633 shares; 2025Q2: 61,433 shares; 2025Q3: 71,703 shares; 2025Q4: 69,385 shares 69,385 $2.23M 0.01% -2,318 Timeline BSMU 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: 77,779 shares; 2024Q4: 82,174 shares; 2025Q1: 90,200 shares; 2025Q2: 97,290 shares; 2025Q3: 101,704 shares; 2025Q4: 100,033 shares 100,033 $2.2M 0.01% -1,671 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: 166,904 shares; 2024Q4: 88,215 shares; 2025Q1: 61,160 shares; 2025Q2: 50,228 shares; 2025Q3: 49,937 shares; 2025Q4: 49,671 shares 49,671 $2.2M 0.01% -266 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,236 shares; 2024Q4: 44,455 shares; 2025Q1: 56,506 shares; 2025Q2: 43,321 shares; 2025Q3: 45,718 shares; 2025Q4: 46,720 shares 46,720 $2.2M 0.01% +1,002 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,854 shares; 2024Q4: 31,021 shares; 2025Q1: 32,501 shares; 2025Q2: 33,020 shares; 2025Q3: 97,378 shares; 2025Q4: 95,140 shares 95,140 $2.2M 0.01% -2,238 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,213 shares; 2024Q4: 143,575 shares; 2025Q1: 76,505 shares; 2025Q2: 52,535 shares; 2025Q3: 27,307 shares; 2025Q4: 29,512 shares 29,512 $2.19M 0.01% +2,205 Timeline JANT 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: 22,807 shares; 2024Q4: 1,849,557 shares; 2025Q1: 1,847,290 shares; 2025Q2: 1,824,169 shares; 2025Q3: 60,338 shares; 2025Q4: 52,299 shares 52,299 $2.16M 0.01% -8,039 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: 17,976 shares; 2025Q2: 24,964 shares; 2025Q3: 35,628 shares; 2025Q4: 43,855 shares 43,855 $2.13M 0.01% +8,227 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: not reported; 2024Q4: 3,586 shares; 2025Q1: 3,160 shares; 2025Q2: 3,675 shares; 2025Q3: 3,525 shares; 2025Q4: 19,089 shares 19,089 $2.13M 0.01% +15,564 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: 31,445 shares; 2024Q4: 31,306 shares; 2025Q1: 30,072 shares; 2025Q2: 25,757 shares; 2025Q3: 40,766 shares; 2025Q4: 43,108 shares 43,108 $2.12M 0.01% +2,342 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,731 shares; 2024Q4: 21,637 shares; 2025Q1: 21,318 shares; 2025Q2: 18,651 shares; 2025Q3: 24,615 shares; 2025Q4: 29,517 shares 29,517 $2.11M 0.01% +4,902 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,414 shares; 2025Q1: 1,460 shares; 2025Q2: 16,455 shares; 2025Q3: 31,434 shares; 2025Q4: 38,306 shares 38,306 $2.1M 0.01% +6,872 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,143 shares; 2024Q4: 28,051 shares; 2025Q1: 25,030 shares; 2025Q2: 25,125 shares; 2025Q3: 26,716 shares; 2025Q4: 30,178 shares 30,178 $2.1M 0.01% +3,462 Timeline MARU 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: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 75,285 shares 75,285 $2.09M 0.01% +75,173 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,514 shares; 2024Q4: 22,009 shares; 2025Q1: 22,447 shares; 2025Q2: 21,421 shares; 2025Q3: 23,250 shares; 2025Q4: 23,561 shares 23,561 $2.08M 0.01% +311 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,714 shares; 2025Q1: 1,851 shares; 2025Q2: 1,940 shares; 2025Q3: 3,962 shares; 2025Q4: 4,242 shares 4,242 $2.08M 0.01% +280 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,126 shares; 2024Q4: 19,921 shares; 2025Q1: 15,889 shares; 2025Q2: 18,275 shares; 2025Q3: 21,305 shares; 2025Q4: 31,631 shares 31,631 $2.08M 0.01% +10,326 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 8,230 shares; 2025Q1: 13,944 shares; 2025Q2: 14,712 shares; 2025Q3: 14,889 shares; 2025Q4: 14,217 shares 14,217 $2.06M 0.01% -672 Timeline FDLS 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: 15,850 shares; 2024Q4: 14,591 shares; 2025Q1: 22,067 shares; 2025Q2: 26,325 shares; 2025Q3: 35,661 shares; 2025Q4: 57,553 shares 57,553 $2.06M 0.01% +21,892 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: 4,085 shares; 2025Q1: 6,635 shares; 2025Q2: 4,818 shares; 2025Q3: 4,669 shares; 2025Q4: 3,821 shares 3,821 $2.04M 0.01% -848 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,688 shares; 2024Q4: 113,744 shares; 2025Q1: 22,091 shares; 2025Q2: 24,121 shares; 2025Q3: 26,101 shares; 2025Q4: 28,149 shares 28,149 $2.03M 0.01% +2,048 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 5,980 shares; 2025Q1: 6,209 shares; 2025Q2: 8,213 shares; 2025Q3: 12,105 shares; 2025Q4: 17,900 shares 17,900 $2.03M 0.01% +5,795 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,646 shares; 2025Q1: 85,948 shares; 2025Q2: 120,112 shares; 2025Q3: 127,278 shares; 2025Q4: 44,042 shares 44,042 $2.02M 0.01% -83,236 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,389 shares; 2024Q4: 47,531 shares; 2025Q1: 52,639 shares; 2025Q2: 12,980 shares; 2025Q3: 8,544 shares; 2025Q4: 45,802 shares 45,802 $2.02M 0.01% +37,258 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,662 shares; 2024Q4: 39,440 shares; 2025Q1: 169,985 shares; 2025Q2: 38,485 shares; 2025Q3: 42,370 shares; 2025Q4: 45,304 shares 45,304 $2.01M 0.01% +2,934 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 7,315 shares; 2025Q1: 4,028 shares; 2025Q2: 4,311 shares; 2025Q3: 4,261 shares; 2025Q4: 4,517 shares 4,517 $2.01M 0.01% +256 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,171 shares; 2025Q1: 2,317 shares; 2025Q2: 3,037 shares; 2025Q3: 4,367 shares; 2025Q4: 5,706 shares 5,706 $2.01M 0.01% +1,339 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: 25,422 shares; 2024Q4: 24,215 shares; 2025Q1: 26,606 shares; 2025Q2: 25,067 shares; 2025Q3: 55,939 shares; 2025Q4: 65,457 shares 65,457 $2M 0.01% +9,518 Timeline RVNU 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: 75,126 shares; 2024Q4: 85,112 shares; 2025Q1: 94,499 shares; 2025Q2: 94,933 shares; 2025Q3: 91,998 shares; 2025Q4: 80,746 shares 80,746 $1.98M 0.01% -11,252 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,985 shares; 2024Q4: 71,322 shares; 2025Q1: 63,972 shares; 2025Q2: 60,773 shares; 2025Q3: 60,775 shares; 2025Q4: 60,396 shares 60,396 $1.98M 0.01% -379 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,139 shares; 2024Q4: 282,008 shares; 2025Q1: 285,019 shares; 2025Q2: 298,133 shares; 2025Q3: 289,394 shares; 2025Q4: 17,904 shares 17,904 $1.97M 0.01% -271,490 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 27,585 shares; 2025Q1: 8,697 shares; 2025Q2: 7,640 shares; 2025Q3: 7,048 shares; 2025Q4: 16,527 shares 16,527 $1.97M 0.01% +9,479 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: 30,026 shares 30,026 $1.96M 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,933 shares; 2025Q1: 3,012 shares; 2025Q2: 4,095 shares; 2025Q3: 4,884 shares; 2025Q4: 6,285 shares 6,285 $1.96M 0.01% +1,401 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 23,409 shares; 2025Q1: 22,809 shares; 2025Q2: 21,780 shares; 2025Q3: 9,051 shares; 2025Q4: 9,531 shares 9,531 $1.96M 0.01% +480 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 2,710 shares; 2025Q1: 4,516 shares; 2025Q2: 5,098 shares; 2025Q3: 5,425 shares; 2025Q4: 6,607 shares 6,607 $1.94M 0.01% +1,182 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415,085 shares; 2024Q4: 1,200,248 shares; 2025Q1: 54,211 shares; 2025Q2: 52,033 shares; 2025Q3: 47,033 shares; 2025Q4: 44,117 shares 44,117 $1.93M 0.01% -2,916 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,645 shares; 2024Q4: 69,709 shares; 2025Q1: 75,191 shares; 2025Q2: 67,488 shares; 2025Q3: 76,685 shares; 2025Q4: 77,283 shares 77,283 $1.93M 0.01% +598 Timeline LDUR 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: 5,805 shares; 2025Q1: 8,578 shares; 2025Q2: 21,030 shares; 2025Q3: 20,570 shares; 2025Q4: 19,989 shares 19,989 $1.92M 0.01% -581 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,682 shares; 2025Q1: 13,782 shares; 2025Q2: 21,588 shares; 2025Q3: 23,188 shares; 2025Q4: 25,424 shares 25,424 $1.91M 0.01% +2,236 Timeline POCT 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: 33,196 shares; 2024Q4: 57,135 shares; 2025Q1: 50,577 shares; 2025Q2: 46,030 shares; 2025Q3: 46,836 shares; 2025Q4: 43,240 shares 43,240 $1.9M 0.01% -3,596 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 106,215 shares 106,215 $1.89M 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,144 shares; 2024Q4: 18,431 shares; 2025Q1: 2,023 shares; 2025Q2: 6,687 shares; 2025Q3: 7,115 shares; 2025Q4: 7,799 shares 7,799 $1.89M 0.01% +684 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: 9,598 shares; 2024Q4: 9,668 shares; 2025Q1: 9,657 shares; 2025Q2: 8,244 shares; 2025Q3: 9,188 shares; 2025Q4: 12,283 shares 12,283 $1.88M 0.01% +3,095 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,101 shares; 2024Q4: 13,483 shares; 2025Q1: 351 shares; 2025Q2: 665 shares; 2025Q3: 618 shares; 2025Q4: 13,479 shares 13,479 $1.88M 0.01% +12,861 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,095 shares; 2024Q4: 15,119 shares; 2025Q1: 15,059 shares; 2025Q2: 15,560 shares; 2025Q3: 65,437 shares; 2025Q4: 63,287 shares 63,287 $1.87M 0.01% -2,150 Timeline AVSF 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: 3,602 shares; 2025Q1: 14,627 shares; 2025Q2: 20,120 shares; 2025Q3: 32,272 shares; 2025Q4: 39,701 shares 39,701 $1.87M 0.01% +7,429 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,307 shares; 2025Q1: 18,846 shares; 2025Q2: 20,795 shares; 2025Q3: 21,041 shares; 2025Q4: 16,271 shares 16,271 $1.87M 0.01% -4,770 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,296 shares; 2025Q1: 3,549 shares; 2025Q2: 4,288 shares; 2025Q3: 7,054 shares; 2025Q4: 8,946 shares 8,946 $1.86M 0.01% +1,892 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,668 shares; 2024Q4: 43,687 shares; 2025Q1: 39,889 shares; 2025Q2: 36,472 shares; 2025Q3: 45,530 shares; 2025Q4: 52,342 shares 52,342 $1.86M 0.01% +6,812 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,697 shares; 2024Q4: 13,851 shares; 2025Q1: 13,720 shares; 2025Q2: 14,404 shares; 2025Q3: 13,679 shares; 2025Q4: 15,297 shares 15,297 $1.86M 0.01% +1,618 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,281 shares; 2025Q2: 1,673 shares; 2025Q3: 2,357 shares; 2025Q4: 8,154 shares 8,154 $1.84M 0.01% +5,797 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 8,948 shares; 2025Q1: 7,411 shares; 2025Q2: 15,893 shares; 2025Q3: 70,030 shares; 2025Q4: 73,385 shares 73,385 $1.84M 0.01% +3,355 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,137 shares 48,137 $1.84M 0.01% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,834 shares; 2024Q4: 40,949 shares; 2025Q1: 44,536 shares; 2025Q2: 46,768 shares; 2025Q3: 47,134 shares; 2025Q4: 46,699 shares 46,699 $1.84M 0.01% -435 Timeline AGGY 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: 38,219 shares; 2024Q4: 38,869 shares; 2025Q1: 38,130 shares; 2025Q2: 34,055 shares; 2025Q3: 37,914 shares; 2025Q4: 41,729 shares 41,729 $1.84M 0.01% +3,815 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 19,311 shares; 2025Q1: 21,983 shares; 2025Q2: 22,093 shares; 2025Q3: 31,557 shares; 2025Q4: 36,964 shares 36,964 $1.83M 0.01% +5,407 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 3,281 shares; 2025Q1: 3,200 shares; 2025Q2: 3,298 shares; 2025Q3: 5,069 shares; 2025Q4: 8,182 shares 8,182 $1.82M 0.01% +3,113 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,814 shares; 2024Q4: 15,334 shares; 2025Q1: 18,666 shares; 2025Q2: 15,533 shares; 2025Q3: 16,283 shares; 2025Q4: 12,364 shares 12,364 $1.81M 0.01% -3,919 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,646 shares; 2024Q4: 45,715 shares; 2025Q1: 45,272 shares; 2025Q2: 44,462 shares; 2025Q3: 30,308 shares; 2025Q4: 41,599 shares 41,599 $1.8M 0.01% +11,291 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,291 shares; 2024Q4: 37,967 shares; 2025Q1: 36,333 shares; 2025Q2: 33,619 shares; 2025Q3: 37,615 shares; 2025Q4: 38,551 shares 38,551 $1.79M 0.01% +936 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,681 shares; 2024Q4: 73,914 shares; 2025Q1: 43,169 shares; 2025Q2: 41,523 shares; 2025Q3: 51,783 shares; 2025Q4: 63,162 shares 63,162 $1.78M 0.01% +11,379 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,571 shares; 2024Q4: 21,512 shares; 2025Q1: 23,239 shares; 2025Q2: 24,079 shares; 2025Q3: 31,113 shares; 2025Q4: 137,245 shares 137,245 $1.77M 0.01% +106,132 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 5,567 shares; 2025Q1: 9,378 shares; 2025Q2: 6,584 shares; 2025Q3: 9,684 shares; 2025Q4: 8,220 shares 8,220 $1.76M 0.01% -1,464 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 6,988 shares; 2025Q1: 6,852 shares; 2025Q2: 6,910 shares; 2025Q3: 6,787 shares; 2025Q4: 6,811 shares 6,811 $1.76M 0.01% +24 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,342 shares; 2024Q4: 2,798 shares; 2025Q1: 5,009 shares; 2025Q2: 7,323 shares; 2025Q3: 7,532 shares; 2025Q4: 7,817 shares 7,817 $1.76M 0.01% +285 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 3,782 shares; 2025Q1: 4,056 shares; 2025Q2: 4,216 shares; 2025Q3: 6,207 shares; 2025Q4: 6,365 shares 6,365 $1.75M 0.01% +158 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,055 shares; 2025Q2: 24,580 shares; 2025Q3: 24,223 shares; 2025Q4: 35,050 shares 35,050 $1.75M 0.01% +10,827 Timeline AVRE 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: 4,928 shares; 2025Q1: 10,614 shares; 2025Q2: 20,450 shares; 2025Q3: 28,456 shares; 2025Q4: 40,119 shares 40,119 $1.75M 0.01% +11,663 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,108 shares; 2024Q4: 31,275 shares; 2025Q1: 43,022 shares; 2025Q2: 45,032 shares; 2025Q3: 56,026 shares; 2025Q4: 29,805 shares 29,805 $1.74M 0.01% -26,221 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,015 shares; 2024Q4: 35,613 shares; 2025Q1: 36,952 shares; 2025Q2: 24,525 shares; 2025Q3: 37,701 shares; 2025Q4: 73,568 shares 73,568 $1.74M 0.01% +35,867 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,315 shares; 2024Q4: 41,550 shares; 2025Q1: 42,241 shares; 2025Q2: 41,302 shares; 2025Q3: 36,582 shares; 2025Q4: 33,223 shares 33,223 $1.73M 0.01% -3,359 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,637 shares; 2024Q4: 1,472 shares; 2025Q1: 5,232 shares; 2025Q2: 5,182 shares; 2025Q3: 14,022 shares; 2025Q4: 56,111 shares 56,111 $1.72M 0.01% +42,089 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 6,120 shares; 2025Q1: 7,564 shares; 2025Q2: 7,315 shares; 2025Q3: 4,894 shares; 2025Q4: 6,175 shares 6,175 $1.72M 0.01% +1,281 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,638 shares; 2025Q4: 10,266 shares 10,266 $1.72M 0.01% +628 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,894 shares; 2024Q4: 82,599 shares; 2025Q1: 91,157 shares; 2025Q2: 14,309 shares; 2025Q3: 13,230 shares; 2025Q4: 13,652 shares 13,652 $1.72M 0.01% +422 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: 88,688 shares; 2024Q4: 96,189 shares; 2025Q1: 95,406 shares; 2025Q2: 99,975 shares; 2025Q3: 74,319 shares; 2025Q4: 12,600 shares 12,600 $1.71M 0.01% -61,719 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 15,073 shares; 2025Q1: 13,969 shares; 2025Q2: 15,262 shares; 2025Q3: 17,080 shares; 2025Q4: 19,086 shares 19,086 $1.71M 0.01% +2,006 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,608 shares; 2024Q4: 90,260 shares; 2025Q1: 101,699 shares; 2025Q2: 93,788 shares; 2025Q3: 101,006 shares; 2025Q4: 103,390 shares 103,390 $1.7M 0.01% +2,384 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: 21,486 shares; 2024Q4: 23,913 shares; 2025Q1: 24,062 shares; 2025Q2: 22,374 shares; 2025Q3: 22,163 shares; 2025Q4: 44,770 shares 44,770 $1.7M 0.01% +22,607 Timeline FDEC 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: 54,517 shares; 2024Q4: 53,655 shares; 2025Q1: 51,470 shares; 2025Q2: 32,075 shares; 2025Q3: 32,163 shares; 2025Q4: 33,103 shares 33,103 $1.69M 0.01% +940 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: not reported; 2024Q4: 1,231 shares; 2025Q1: 19,694 shares; 2025Q2: 18,166 shares; 2025Q3: 1,396 shares; 2025Q4: 21,167 shares 21,167 $1.69M 0.01% +19,771 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 5,151 shares; 2025Q1: 5,172 shares; 2025Q2: 5,751 shares; 2025Q3: 5,711 shares; 2025Q4: 5,545 shares 5,545 $1.68M 0.01% -166 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,645 shares; 2024Q4: 78,363 shares; 2025Q1: 81,259 shares; 2025Q2: 44,850 shares; 2025Q3: 27,313 shares; 2025Q4: 29,298 shares 29,298 $1.66M 0.01% +1,985 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,161 shares; 2025Q2: 1,412 shares; 2025Q3: 2,574 shares; 2025Q4: 3,002 shares 3,002 $1.66M 0.01% +428 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: 11,049 shares; 2025Q1: 10,620 shares; 2025Q2: 10,199 shares; 2025Q3: 22,721 shares; 2025Q4: 117,070 shares 117,070 $1.66M 0.01% +94,349 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 16,288 shares; 2025Q1: 21,796 shares; 2025Q2: 37,836 shares; 2025Q3: 41,415 shares; 2025Q4: 43,103 shares 43,103 $1.65M 0.01% +1,688 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 12,420 shares; 2025Q1: 12,617 shares; 2025Q2: 5,548 shares; 2025Q3: 5,023 shares; 2025Q4: 3,543 shares 3,543 $1.65M 0.01% -1,480 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: 10,579 shares; 2024Q4: 8,322 shares; 2025Q1: 6,730 shares; 2025Q2: 9,297 shares; 2025Q3: 14,415 shares; 2025Q4: 16,653 shares 16,653 $1.65M 0.01% +2,238 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 22,424 shares; 2025Q1: 21,994 shares; 2025Q2: 23,637 shares; 2025Q3: 23,192 shares; 2025Q4: 22,227 shares 22,227 $1.65M 0.01% -965 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,674 shares; 2024Q4: 37,608 shares; 2025Q1: 31,570 shares; 2025Q2: 28,641 shares; 2025Q3: 27,646 shares; 2025Q4: 24,512 shares 24,512 $1.65M 0.01% -3,134 Timeline PDP 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: 1,833 shares; 2025Q1: 1,743 shares; 2025Q2: 1,658 shares; 2025Q3: 2,183 shares; 2025Q4: 14,111 shares 14,111 $1.64M 0.01% +11,928 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,073 shares; 2024Q4: 49,978 shares; 2025Q1: 45,265 shares; 2025Q2: 43,662 shares; 2025Q3: 42,447 shares; 2025Q4: 39,221 shares 39,221 $1.64M 0.01% -3,226 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,413 shares; 2025Q1: 18,732 shares; 2025Q2: 26,970 shares; 2025Q3: 34,098 shares; 2025Q4: 44,981 shares 44,981 $1.64M 0.01% +10,883 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 5,673 shares; 2025Q1: 6,066 shares; 2025Q2: 5,908 shares; 2025Q3: 8,024 shares; 2025Q4: 7,515 shares 7,515 $1.63M 0.01% -509 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: 30,265 shares; 2024Q4: 31,841 shares; 2025Q1: 36,181 shares; 2025Q2: 37,222 shares; 2025Q3: 37,911 shares; 2025Q4: 39,883 shares 39,883 $1.63M 0.01% +1,972 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,949 shares; 2024Q4: 147,338 shares; 2025Q1: 146,992 shares; 2025Q2: 155,398 shares; 2025Q3: 162,928 shares; 2025Q4: 10,730 shares 10,730 $1.62M 0.01% -152,198 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,925 shares 51,925 $1.61M 0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,516 shares; 2024Q4: 12,109 shares; 2025Q1: 15,025 shares; 2025Q2: 13,956 shares; 2025Q3: 23,011 shares; 2025Q4: 20,953 shares 20,953 $1.6M 0.01% -2,058 Timeline RYLD 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: 3,730 shares; 2025Q1: 3,105 shares; 2025Q2: 3,125 shares; 2025Q3: 1,775 shares; 2025Q4: 103,859 shares 103,859 $1.59M 0.01% +102,084 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,077 shares; 2024Q4: 8,369 shares; 2025Q1: 8,503 shares; 2025Q2: 10,633 shares; 2025Q3: 10,676 shares; 2025Q4: 12,304 shares 12,304 $1.59M 0.01% +1,628 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 12,467 shares; 2025Q1: 9,543 shares; 2025Q2: 6,647 shares; 2025Q3: 6,294 shares; 2025Q4: 5,679 shares 5,679 $1.59M 0.01% -615 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,334 shares; 2025Q1: 6,842 shares; 2025Q2: 5,755 shares; 2025Q3: 6,780 shares; 2025Q4: 10,249 shares 10,249 $1.58M 0.01% +3,469 Timeline CERY 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: 18,396 shares; 2025Q1: 56,257 shares; 2025Q2: 42,560 shares; 2025Q3: 68,297 shares; 2025Q4: 55,335 shares 55,335 $1.58M 0.01% -12,962 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: 18,950 shares; 2024Q4: 19,551 shares; 2025Q1: 22,367 shares; 2025Q2: 30,336 shares; 2025Q3: 33,048 shares; 2025Q4: 32,736 shares 32,736 $1.57M 0.01% -312 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,643 shares; 2024Q4: 42,645 shares; 2025Q1: 52,505 shares; 2025Q2: 43,502 shares; 2025Q3: 45,281 shares; 2025Q4: 48,797 shares 48,797 $1.56M 0.01% +3,516 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,903 shares; 2025Q1: 3,979 shares; 2025Q2: 5,221 shares; 2025Q3: 14,068 shares; 2025Q4: 15,371 shares 15,371 $1.56M 0.01% +1,303 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 19,995 shares; 2025Q1: 21,311 shares; 2025Q2: 29,448 shares; 2025Q3: 32,560 shares; 2025Q4: 31,825 shares 31,825 $1.56M 0.01% -735 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,010 shares; 2025Q4: 17,283 shares 17,283 $1.55M 0.01% +1,273 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,411 shares; 2024Q4: 79,986 shares; 2025Q1: 75,976 shares; 2025Q2: 62,581 shares; 2025Q3: 59,881 shares; 2025Q4: 56,443 shares 56,443 $1.54M 0.01% -3,438 Timeline SPIP 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: 952 shares; 2025Q1: 879 shares; 2025Q2: 8,388 shares; 2025Q3: 50,639 shares; 2025Q4: 58,878 shares 58,878 $1.53M 0.01% +8,239 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 6,850 shares; 2025Q1: 11,244 shares; 2025Q2: 11,759 shares; 2025Q3: 11,541 shares; 2025Q4: 12,722 shares 12,722 $1.52M 0.01% +1,181 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,410 shares; 2024Q4: 128,797 shares; 2025Q1: 17,817 shares; 2025Q2: 16,621 shares; 2025Q3: 15,531 shares; 2025Q4: 17,428 shares 17,428 $1.52M 0.01% +1,897 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,859 shares; 2024Q4: 69,312 shares; 2025Q1: 92,191 shares; 2025Q2: 70,814 shares; 2025Q3: 69,412 shares; 2025Q4: 71,471 shares 71,471 $1.52M 0.01% +2,059 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,994 shares 29,994 $1.51M 0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 18,752 shares; 2025Q1: 28,092 shares; 2025Q2: 13,175 shares; 2025Q3: 21,857 shares; 2025Q4: 16,968 shares 16,968 $1.51M 0.01% -4,889 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,477 shares; 2024Q4: 24,672 shares; 2025Q1: 12,152 shares; 2025Q2: 10,694 shares; 2025Q3: 9,975 shares; 2025Q4: 9,272 shares 9,272 $1.51M 0.01% -703 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 15,852 shares; 2025Q1: 16,760 shares; 2025Q2: 15,663 shares; 2025Q3: 16,981 shares; 2025Q4: 18,345 shares 18,345 $1.5M 0.01% +1,364 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: 80,864 shares; 2024Q4: 68,702 shares; 2025Q1: 58,077 shares; 2025Q2: 58,077 shares; 2025Q3: 58,631 shares; 2025Q4: 56,078 shares 56,078 $1.5M 0.01% -2,553 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 3,228 shares; 2025Q1: 3,168 shares; 2025Q2: 3,149 shares; 2025Q3: 2,637 shares; 2025Q4: 13,990 shares 13,990 $1.49M 0.01% +11,353 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 6,369 shares; 2025Q1: 4,798 shares; 2025Q2: 12,416 shares; 2025Q3: 16,653 shares; 2025Q4: 17,814 shares 17,814 $1.49M 0.01% +1,161 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 9,396 shares; 2025Q1: 9,681 shares; 2025Q2: 10,810 shares; 2025Q3: 11,200 shares; 2025Q4: 16,195 shares 16,195 $1.49M 0.01% +4,995 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: 12,590 shares; 2024Q4: 10,441 shares; 2025Q1: 31,533 shares; 2025Q2: 32,819 shares; 2025Q3: 39,490 shares; 2025Q4: 30,823 shares 30,823 $1.49M 0.01% -8,667 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 44,823 shares; 2025Q1: 5,321 shares; 2025Q2: 16,030 shares; 2025Q3: 17,939 shares; 2025Q4: 20,548 shares 20,548 $1.47M 0.01% +2,609 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,364 shares; 2024Q4: 46,405 shares; 2025Q1: 43,067 shares; 2025Q2: 32,453 shares; 2025Q3: 30,141 shares; 2025Q4: 27,314 shares 27,314 $1.47M 0.01% -2,827 Timeline LGOV 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: 109,489 shares; 2024Q4: 99,511 shares; 2025Q1: 94,413 shares; 2025Q2: 74,461 shares; 2025Q3: 71,879 shares; 2025Q4: 67,159 shares 67,159 $1.47M 0.01% -4,720 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 1,865 shares; 2025Q1: 10,079 shares; 2025Q2: 10,531 shares; 2025Q3: 11,250 shares; 2025Q4: 8,883 shares 8,883 $1.44M 0.01% -2,367 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 9,298 shares; 2025Q1: 8,593 shares; 2025Q2: 8,751 shares; 2025Q3: 9,899 shares; 2025Q4: 11,252 shares 11,252 $1.44M 0.01% +1,353 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,217 shares; 2025Q4: 1,567 shares 1,567 $1.42M 0.01% +350 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,013 shares; 2024Q4: 226,997 shares; 2025Q1: 274,603 shares; 2025Q2: 16,090 shares; 2025Q3: 18,864 shares; 2025Q4: 21,815 shares 21,815 $1.42M 0.01% +2,951 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,316 shares; 2025Q1: 47,555 shares; 2025Q2: 12,789 shares; 2025Q3: 11,030 shares; 2025Q4: 10,777 shares 10,777 $1.42M 0.01% -253 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,845 shares; 2024Q4: 91,354 shares; 2025Q1: 103,637 shares; 2025Q2: 130,672 shares; 2025Q3: 139,108 shares; 2025Q4: 138,157 shares 138,157 $1.41M 0.01% -951 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,590 shares; 2025Q2: 1,777 shares; 2025Q3: 3,115 shares; 2025Q4: 22,195 shares 22,195 $1.4M 0.01% +19,080 Timeline ACU ACME UTD CORP More: the full row for ACME UTD 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: 15,917 shares; 2025Q2: 35,287 shares; 2025Q3: 34,741 shares; 2025Q4: 34,641 shares 34,641 $1.4M 0.01% -100 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: 13,591 shares; 2024Q4: 13,603 shares; 2025Q1: 13,667 shares; 2025Q2: 13,181 shares; 2025Q3: 11,544 shares; 2025Q4: 11,744 shares 11,744 $1.39M 0.01% +200 Timeline UXJA 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: 1,111 shares; 2025Q4: 40,156 shares 40,156 $1.38M 0.01% +39,045 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,822 shares; 2025Q1: 61,797 shares; 2025Q2: 14,657 shares; 2025Q3: 11,604 shares; 2025Q4: 12,137 shares 12,137 $1.38M 0.01% +533 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,254 shares; 2024Q4: 100,917 shares; 2025Q1: 100,889 shares; 2025Q2: 103,250 shares; 2025Q3: 103,938 shares; 2025Q4: 11,767 shares 11,767 $1.38M 0.01% -92,171 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 9,424 shares; 2025Q1: 7,800 shares; 2025Q2: 7,179 shares; 2025Q3: 6,689 shares; 2025Q4: 6,176 shares 6,176 $1.38M 0.01% -513 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,473 shares; 2024Q4: 49,285 shares; 2025Q1: 22,197 shares; 2025Q2: 41,095 shares; 2025Q3: 37,379 shares; 2025Q4: 12,480 shares 12,480 $1.37M 0.01% -24,899 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 8,302 shares; 2025Q1: 8,899 shares; 2025Q2: 10,420 shares; 2025Q3: 12,744 shares; 2025Q4: 14,309 shares 14,309 $1.37M 0.01% +1,565 Timeline FJAN 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: 30,546 shares; 2024Q4: 35,179 shares; 2025Q1: 37,019 shares; 2025Q2: 24,156 shares; 2025Q3: 23,995 shares; 2025Q4: 26,234 shares 26,234 $1.36M 0.01% +2,239 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: 13,833 shares; 2024Q4: 17,010 shares; 2025Q1: 18,532 shares; 2025Q2: 20,326 shares; 2025Q3: 12,995 shares; 2025Q4: 13,988 shares 13,988 $1.35M 0.01% +993 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 9,231 shares; 2025Q3: 19,524 shares; 2025Q4: 28,121 shares 28,121 $1.35M 0.01% +8,597 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,250 shares; 2025Q1: 4,312 shares; 2025Q2: 4,073 shares; 2025Q3: 3,952 shares; 2025Q4: 4,484 shares 4,484 $1.35M 0.01% +532 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,632 shares; 2024Q4: 139,149 shares; 2025Q1: 41,360 shares; 2025Q2: 44,130 shares; 2025Q3: 49,165 shares; 2025Q4: 50,760 shares 50,760 $1.34M 0.01% +1,595 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,246 shares; 2024Q4: 9,121 shares; 2025Q1: 7,347 shares; 2025Q2: 7,921 shares; 2025Q3: 10,479 shares; 2025Q4: 9,516 shares 9,516 $1.34M 0.01% -963 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 14,705 shares; 2025Q1: 12,958 shares; 2025Q2: 14,850 shares; 2025Q3: 17,234 shares; 2025Q4: 20,009 shares 20,009 $1.33M 0.01% +2,775 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,221 shares; 2025Q1: 6,709 shares; 2025Q2: 7,289 shares; 2025Q3: 9,030 shares; 2025Q4: 9,644 shares 9,644 $1.33M 0.01% +614 Timeline GLRY 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: 9,430 shares; 2024Q4: 9,855 shares; 2025Q1: 12,457 shares; 2025Q2: 15,749 shares; 2025Q3: 19,700 shares; 2025Q4: 36,958 shares 36,958 $1.32M 0.01% +17,258 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,201 shares; 2024Q4: 12,501 shares; 2025Q1: 9,005 shares; 2025Q2: 5,593 shares; 2025Q3: 5,543 shares; 2025Q4: 5,170 shares 5,170 $1.32M 0.01% -373 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 181 shares; 2025Q1: 207 shares; 2025Q2: 230 shares; 2025Q3: 328 shares; 2025Q4: 657 shares 657 $1.32M 0.01% +329 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,160 shares; 2024Q4: 29,148 shares; 2025Q1: 27,682 shares; 2025Q2: 21,953 shares; 2025Q3: 20,911 shares; 2025Q4: 19,530 shares 19,530 $1.31M 0.01% -1,381 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,821 shares; 2025Q1: 2,259 shares; 2025Q2: 4,486 shares; 2025Q3: 5,431 shares; 2025Q4: 6,392 shares 6,392 $1.31M 0.01% +961 Timeline FDCF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,279 shares; 2025Q3: 21,117 shares; 2025Q4: 27,189 shares 27,189 $1.31M 0.01% +6,072 Timeline ROE 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: 28,325 shares; 2024Q4: 27,490 shares; 2025Q1: 37,952 shares; 2025Q2: 38,586 shares; 2025Q3: 38,193 shares; 2025Q4: 37,029 shares 37,029 $1.31M 0.01% -1,164 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 12,252 shares; 2025Q1: 22,474 shares; 2025Q2: 10,669 shares; 2025Q3: 12,208 shares; 2025Q4: 25,676 shares 25,676 $1.31M 0.01% +13,468 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,162 shares; 2025Q3: 25,398 shares; 2025Q4: 108,488 shares 108,488 $1.3M 0.01% +83,090 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 7,687 shares; 2025Q1: 6,851 shares; 2025Q2: 6,214 shares; 2025Q3: 5,725 shares; 2025Q4: 8,214 shares 8,214 $1.29M 0.01% +2,489 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,121 shares; 2024Q4: 65,861 shares; 2025Q1: 88,362 shares; 2025Q2: 83,194 shares; 2025Q3: 82,894 shares; 2025Q4: 84,018 shares 84,018 $1.29M 0.01% +1,124 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,108 shares; 2025Q1: 3,434 shares; 2025Q2: 3,619 shares; 2025Q3: 5,196 shares; 2025Q4: 5,998 shares 5,998 $1.27M 0.01% +802 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: 445,820 shares; 2024Q4: 460,366 shares; 2025Q1: 455,840 shares; 2025Q2: 470,797 shares; 2025Q3: 486,551 shares; 2025Q4: 32,790 shares 32,790 $1.26M 0.01% -453,761 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,530 shares; 2025Q1: 29,921 shares; 2025Q2: 36,858 shares; 2025Q3: 38,859 shares; 2025Q4: 37,757 shares 37,757 $1.25M 0.01% -1,102 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,127 shares; 2024Q4: 57,567 shares; 2025Q1: 56,109 shares; 2025Q2: 45,330 shares; 2025Q3: 36,904 shares; 2025Q4: 24,898 shares 24,898 $1.24M 0.01% -12,006 Timeline GIAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,207 shares; 2025Q1: 40,419 shares; 2025Q2: 55,516 shares; 2025Q3: 65,713 shares; 2025Q4: 75,359 shares 75,359 $1.24M 0.01% +9,646 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,165 shares; 2025Q1: 1,164 shares; 2025Q2: 2,468 shares; 2025Q3: 1,772 shares; 2025Q4: 2,730 shares 2,730 $1.24M 0.01% +958 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 28,153 shares; 2025Q1: 10,166 shares; 2025Q2: 9,300 shares; 2025Q3: 9,723 shares; 2025Q4: 9,735 shares 9,735 $1.23M 0.01% +12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,512 shares; 2024Q4: 12,690 shares; 2025Q1: 14,578 shares; 2025Q2: 17,647 shares; 2025Q3: 20,329 shares; 2025Q4: 21,508 shares 21,508 $1.21M 0.01% +1,179 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,819 shares; 2024Q4: 19,246 shares; 2025Q1: 19,709 shares; 2025Q2: 20,537 shares; 2025Q3: 23,233 shares; 2025Q4: 24,947 shares 24,947 $1.21M 0.01% +1,714 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: 606,179 shares; 2024Q4: 864,456 shares; 2025Q1: 758,506 shares; 2025Q2: 27,655 shares; 2025Q3: 33,271 shares; 2025Q4: 45,992 shares 45,992 $1.21M 0.01% +12,721 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 36,921 shares; 2025Q3: 51,123 shares; 2025Q4: 59,709 shares 59,709 $1.2M 0.01% +8,586 Timeline KORP 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: 2,820 shares; 2025Q1: 7,708 shares; 2025Q2: 10,547 shares; 2025Q3: 17,152 shares; 2025Q4: 25,416 shares 25,416 $1.2M 0.01% +8,264 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: 44,654 shares; 2024Q4: 48,564 shares; 2025Q1: 44,885 shares; 2025Q2: 20,969 shares; 2025Q3: 23,484 shares; 2025Q4: 31,276 shares 31,276 $1.2M 0.01% +7,792 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,721 shares; 2024Q4: 55,877 shares; 2025Q1: 5,794 shares; 2025Q2: 8,795 shares; 2025Q3: 8,800 shares; 2025Q4: 9,985 shares 9,985 $1.2M 0.01% +1,185 Timeline CRDT 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: 51,137 shares; 2025Q2: 51,756 shares; 2025Q3: 50,071 shares; 2025Q4: 50,806 shares 50,806 $1.18M 0.01% +735 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,276 shares; 2025Q1: 3,564 shares; 2025Q2: 3,207 shares; 2025Q3: 2,982 shares; 2025Q4: 2,820 shares 2,820 $1.18M 0.01% -162 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,714 shares; 2024Q4: 50,317 shares; 2025Q1: 33,192 shares; 2025Q2: 30,907 shares; 2025Q3: 30,807 shares; 2025Q4: 26,269 shares 26,269 $1.18M 0.01% -4,538 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,900 shares; 2025Q1: 6,476 shares; 2025Q2: 9,239 shares; 2025Q3: 11,568 shares; 2025Q4: 13,467 shares 13,467 $1.18M 0.01% +1,899 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,628 shares; 2024Q4: 22,189 shares; 2025Q1: 25,783 shares; 2025Q2: 29,328 shares; 2025Q3: 32,240 shares; 2025Q4: 7,831 shares 7,831 $1.18M 0.01% -24,409 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,496 shares; 2025Q1: 2,107 shares; 2025Q2: 2,808 shares; 2025Q3: 2,863 shares; 2025Q4: 3,019 shares 3,019 $1.17M 0.01% +156 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,437 shares; 2025Q1: 2,158 shares; 2025Q2: 1,914 shares; 2025Q3: 2,664 shares; 2025Q4: 4,033 shares 4,033 $1.17M 0.01% +1,369 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,113 shares; 2024Q4: 15,399 shares; 2025Q1: 22,953 shares; 2025Q2: 21,926 shares; 2025Q3: 26,869 shares; 2025Q4: 28,132 shares 28,132 $1.16M 0.01% +1,263 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 14,680 shares; 2025Q1: 14,036 shares; 2025Q2: 14,031 shares; 2025Q3: 6,246 shares; 2025Q4: 7,699 shares 7,699 $1.16M 0.01% +1,453 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 11,877 shares; 2025Q1: 11,815 shares; 2025Q2: 12,470 shares; 2025Q3: 11,971 shares; 2025Q4: 12,168 shares 12,168 $1.15M 0.01% +197 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,027 shares; 2025Q1: 4,827 shares; 2025Q2: 4,827 shares; 2025Q3: 4,827 shares; 2025Q4: 45,099 shares 45,099 $1.15M 0.01% +40,272 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: 169,827 shares; 2024Q4: 174,381 shares; 2025Q1: 125,926 shares; 2025Q2: 10,297 shares; 2025Q3: 11,503 shares; 2025Q4: 13,200 shares 13,200 $1.15M 0.01% +1,697 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 2,757 shares; 2025Q1: 2,414 shares; 2025Q2: 2,213 shares; 2025Q3: 2,120 shares; 2025Q4: 1,996 shares 1,996 $1.15M 0.01% -124 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,289 shares; 2024Q4: 305,758 shares; 2025Q1: 305,758 shares; 2025Q2: 113,314 shares; 2025Q3: 116,664 shares; 2025Q4: 124,609 shares 124,609 $1.14M 0.01% +7,945 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 7,671 shares; 2025Q1: 4,718 shares; 2025Q2: 8,770 shares; 2025Q3: 5,302 shares; 2025Q4: 5,425 shares 5,425 $1.13M 0.01% +123 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 10,252 shares; 2025Q1: 11,149 shares; 2025Q2: 10,931 shares; 2025Q3: 12,948 shares; 2025Q4: 22,485 shares 22,485 $1.13M 0.01% +9,537 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,532 shares; 2025Q1: 7,314 shares; 2025Q2: 30,186 shares; 2025Q3: 26,887 shares; 2025Q4: 17,531 shares 17,531 $1.13M 0.01% -9,356 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,526 shares; 2024Q4: 101,993 shares; 2025Q1: 79,189 shares; 2025Q2: 29,305 shares; 2025Q3: 25,212 shares; 2025Q4: 22,338 shares 22,338 $1.13M 0.01% -2,874 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,612 shares; 2024Q4: 17,506 shares; 2025Q1: 17,164 shares; 2025Q2: 17,334 shares; 2025Q3: 18,399 shares; 2025Q4: 87,347 shares 87,347 $1.13M 0.01% +68,948 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,639 shares; 2025Q1: 1,582 shares; 2025Q2: 1,622 shares; 2025Q3: 2,060 shares; 2025Q4: 3,631 shares 3,631 $1.13M 0.01% +1,571 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,315 shares; 2024Q4: 11,489 shares; 2025Q1: 11,131 shares; 2025Q2: 12,261 shares; 2025Q3: 13,510 shares; 2025Q4: 15,213 shares 15,213 $1.12M 0.01% +1,703 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 4,282 shares; 2025Q1: 3,447 shares; 2025Q2: 4,343 shares; 2025Q3: 4,267 shares; 2025Q4: 6,091 shares 6,091 $1.11M 0.01% +1,824 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,966 shares; 2024Q4: 26,575 shares; 2025Q1: 27,659 shares; 2025Q2: 29,745 shares; 2025Q3: 31,504 shares; 2025Q4: 38,125 shares 38,125 $1.1M 0.01% +6,621 Timeline FBOT 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: 455 shares; 2025Q1: 426 shares; 2025Q2: 13,298 shares; 2025Q3: 27,176 shares; 2025Q4: 32,853 shares 32,853 $1.1M 0.01% +5,677 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: 15,884 shares; 2024Q4: 22,137 shares; 2025Q1: 26,900 shares; 2025Q2: 23,705 shares; 2025Q3: 17,264 shares; 2025Q4: 16,847 shares 16,847 $1.1M 0.01% -417 Timeline NNOV 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: 7,372 shares; 2025Q1: 7,359 shares; 2025Q2: 7,291 shares; 2025Q3: 7,203 shares; 2025Q4: 37,994 shares 37,994 $1.09M 0.01% +30,791 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 20,284 shares; 2025Q1: 15,444 shares; 2025Q2: 16,048 shares; 2025Q3: 16,562 shares; 2025Q4: 15,937 shares 15,937 $1.09M 0.01% -625 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,305 shares; 2024Q4: 33,214 shares; 2025Q1: 27,984 shares; 2025Q2: 29,513 shares; 2025Q3: 40,796 shares; 2025Q4: 31,989 shares 31,989 $1.08M 0.01% -8,807 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,446 shares; 2025Q2: 10,959 shares; 2025Q3: 13,752 shares; 2025Q4: 10,596 shares 10,596 $1.08M 0.01% -3,156 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,510 shares; 2024Q4: 24,091 shares; 2025Q1: 22,278 shares; 2025Q2: 29,618 shares; 2025Q3: 33,852 shares; 2025Q4: 37,669 shares 37,669 $1.07M 0.01% +3,817 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,446 shares; 2024Q4: 18,183 shares; 2025Q1: 17,772 shares; 2025Q2: 14,244 shares; 2025Q3: 14,335 shares; 2025Q4: 13,458 shares 13,458 $1.07M 0.01% -877 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,370 shares; 2025Q1: 3,595 shares; 2025Q2: 3,008 shares; 2025Q3: 2,590 shares; 2025Q4: 3,058 shares 3,058 $1.07M 0.01% +468 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 12,714 shares 12,714 $1.07M 0.01% new Timeline ZMAR 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: 139,001 shares; 2025Q2: 125,810 shares; 2025Q3: 107,785 shares; 2025Q4: 38,903 shares 38,903 $1.07M 0.01% -68,882 Timeline FQAL 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: 65,329 shares; 2024Q4: 70,465 shares; 2025Q1: 75,147 shares; 2025Q2: 19,159 shares; 2025Q3: 10,051 shares; 2025Q4: 14,103 shares 14,103 $1.07M 0.01% +4,052 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: 82,221 shares; 2024Q4: 89,168 shares; 2025Q1: 95,701 shares; 2025Q2: 22,959 shares; 2025Q3: 10,681 shares; 2025Q4: 14,710 shares 14,710 $1.06M 0.01% +4,029 Timeline EMHC 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: 18,663 shares; 2024Q4: 22,413 shares; 2025Q1: 37,527 shares; 2025Q2: 36,959 shares; 2025Q3: 40,033 shares; 2025Q4: 41,664 shares 41,664 $1.06M 0.01% +1,631 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,044 shares; 2024Q4: 34,287 shares; 2025Q1: 28,580 shares; 2025Q2: 25,316 shares; 2025Q3: 25,928 shares; 2025Q4: 27,062 shares 27,062 $1.06M 0.01% +1,134 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 24,446 shares; 2025Q2: 23,330 shares; 2025Q3: 23,157 shares; 2025Q4: 22,896 shares 22,896 $1.04M 0.01% -261 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,497 shares; 2025Q1: 1,643 shares; 2025Q2: 2,645 shares; 2025Q3: 3,582 shares; 2025Q4: 9,345 shares 9,345 $1.04M 0.01% +5,763 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,211 shares; 2025Q1: 2,942 shares; 2025Q2: 3,875 shares; 2025Q3: 4,106 shares; 2025Q4: 4,297 shares 4,297 $1.04M 0.01% +191 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,096 shares 4,096 $1.04M 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 4,517 shares 4,517 $1.03M 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,111 shares; 2024Q4: 514,085 shares; 2025Q1: 312,684 shares; 2025Q2: 32,139 shares; 2025Q3: 13,435 shares; 2025Q4: 14,129 shares 14,129 $1.03M 0.01% +694 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,169 shares; 2025Q1: 21,381 shares; 2025Q2: 25,986 shares; 2025Q3: 31,736 shares; 2025Q4: 36,136 shares 36,136 $1.01M 0.01% +4,400 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,124 shares; 2024Q4: 34,107 shares; 2025Q1: 25,641 shares; 2025Q2: 23,778 shares; 2025Q3: 25,665 shares; 2025Q4: 25,875 shares 25,875 $1.01M 0.01% +210 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,928 shares; 2024Q4: 82,804 shares; 2025Q1: 83,344 shares; 2025Q2: 90,115 shares; 2025Q3: 90,361 shares; 2025Q4: 92,287 shares 92,287 $1.01M 0.01% +1,926 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,316 shares; 2024Q4: 26,924 shares; 2025Q1: 26,108 shares; 2025Q2: 28,413 shares; 2025Q3: 28,966 shares; 2025Q4: 53,535 shares 53,535 $1.01M 0.01% +24,569 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,777 shares; 2024Q4: 58,302 shares; 2025Q1: 55,057 shares; 2025Q2: 54,199 shares; 2025Q3: 25,121 shares; 2025Q4: 26,050 shares 26,050 $1.01M 0.01% +929 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,483 shares; 2025Q1: 1,342 shares; 2025Q2: 1,452 shares; 2025Q3: 1,407 shares; 2025Q4: 1,242 shares 1,242 $1.01M 0.01% -165 Timeline EDV 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: 27,609 shares; 2024Q4: 21,858 shares; 2025Q1: 17,989 shares; 2025Q2: 17,315 shares; 2025Q3: 16,069 shares; 2025Q4: 15,396 shares 15,396 $1M 0.01% -673 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,396 shares; 2024Q4: 50,283 shares; 2025Q1: 44,964 shares; 2025Q2: 40,789 shares; 2025Q3: 36,531 shares; 2025Q4: 36,266 shares 36,266 $997K 0.01% -265 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,035 shares; 2025Q2: 845 shares; 2025Q3: 823 shares; 2025Q4: 1,067 shares 1,067 $996K 0.01% +244 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: 16,812 shares; 2024Q4: 23,169 shares; 2025Q1: 24,356 shares; 2025Q2: 20,846 shares; 2025Q3: 22,614 shares; 2025Q4: 28,650 shares 28,650 $995K 0.01% +6,036 Timeline ZFEB 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: 222,080 shares; 2025Q2: 165,967 shares; 2025Q3: 113,452 shares; 2025Q4: 39,145 shares 39,145 $994K 0.01% -74,307 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,776 shares; 2024Q4: 14,983 shares; 2025Q1: 16,215 shares; 2025Q2: 15,304 shares; 2025Q3: 15,035 shares; 2025Q4: 14,115 shares 14,115 $984K 0.01% -920 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: not reported; 2024Q4: 508 shares; 2025Q1: 514 shares; 2025Q2: 593 shares; 2025Q3: 10,174 shares; 2025Q4: 20,764 shares 20,764 $983K 0.01% +10,590 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,585 shares; 2024Q4: 30,250 shares; 2025Q1: 35,933 shares; 2025Q2: 37,928 shares; 2025Q3: 42,350 shares; 2025Q4: 44,043 shares 44,043 $983K 0.01% +1,693 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 858 shares; 2025Q1: 805 shares; 2025Q2: 1,023 shares; 2025Q3: 6,746 shares; 2025Q4: 19,224 shares 19,224 $982K 0.01% +12,478 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,903 shares; 2024Q4: 34,294 shares; 2025Q1: 21,268 shares; 2025Q2: 19,764 shares; 2025Q3: 19,247 shares; 2025Q4: 23,476 shares 23,476 $981K 0.01% +4,229 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,947 shares; 2024Q4: 12,224 shares; 2025Q1: 24,463 shares; 2025Q2: 15,467 shares; 2025Q3: 14,644 shares; 2025Q4: 16,243 shares 16,243 $977K 0.01% +1,599 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,425 shares; 2024Q4: 54,061 shares; 2025Q1: 58,277 shares; 2025Q2: 43,796 shares; 2025Q3: 41,943 shares; 2025Q4: 36,857 shares 36,857 $976K 0.01% -5,086 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: 1,984 shares; 2025Q3: 1,619 shares; 2025Q4: 2,860 shares 2,860 $973K 0.01% +1,241 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,179 shares; 2025Q1: 2,618 shares; 2025Q2: 2,385 shares; 2025Q3: 2,403 shares; 2025Q4: 2,423 shares 2,423 $972K 0.01% +20 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,381 shares; 2025Q1: 6,631 shares; 2025Q2: 6,709 shares; 2025Q3: 8,449 shares; 2025Q4: 10,079 shares 10,079 $967K 0.01% +1,630 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 30,993 shares; 2025Q4: 13,339 shares 13,339 $955K 0.01% -17,654 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 4,468 shares; 2025Q1: 5,358 shares; 2025Q2: 5,731 shares; 2025Q3: 13,997 shares; 2025Q4: 11,894 shares 11,894 $945K 0.01% -2,103 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: 716 shares; 2024Q4: 883 shares; 2025Q1: 1,366 shares; 2025Q2: 1,368 shares; 2025Q3: 1,486 shares; 2025Q4: 1,660 shares 1,660 $943K 0.01% +174 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 27,774 shares; 2025Q1: 33,325 shares; 2025Q2: 25,449 shares; 2025Q3: 26,498 shares; 2025Q4: 35,636 shares 35,636 $935K 0.01% +9,138 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 23,217 shares; 2025Q1: 24,098 shares; 2025Q2: 24,261 shares; 2025Q3: 24,259 shares; 2025Q4: 24,373 shares 24,373 $934K 0.01% +114 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 5,918 shares; 2025Q1: 6,392 shares; 2025Q2: 6,141 shares; 2025Q3: 8,449 shares; 2025Q4: 15,433 shares 15,433 $932K 0.01% +6,984 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,657 shares; 2024Q4: 17,107 shares; 2025Q1: 16,418 shares; 2025Q2: 24,701 shares; 2025Q3: 31,574 shares; 2025Q4: 14,034 shares 14,034 $931K 0.01% -17,540 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,789 shares; 2024Q4: 29,174 shares; 2025Q1: 16,971 shares; 2025Q2: 12,518 shares; 2025Q3: 13,260 shares; 2025Q4: 13,109 shares 13,109 $931K 0.01% -151 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,090 shares; 2024Q4: 31,701 shares; 2025Q1: 20,554 shares; 2025Q2: 16,464 shares; 2025Q3: 8,083 shares; 2025Q4: 8,449 shares 8,449 $929K 0.01% +366 Timeline TRUESHARES ACTIVE YIELD ETF TRUESHARES ACTIVE YIELD ETF More: the full row for TRUESHARES ACTIVE YIELD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,317 shares 45,317 $928K 0.01% new FMF 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: 41,611 shares; 2024Q4: 43,904 shares; 2025Q1: 26,750 shares; 2025Q2: 17,558 shares; 2025Q3: 19,423 shares; 2025Q4: 19,711 shares 19,711 $927K 0.01% +288 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 22,812 shares; 2025Q1: 32,523 shares; 2025Q2: 33,027 shares; 2025Q3: 9,069 shares; 2025Q4: 11,359 shares 11,359 $924K 0.01% +2,290 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,235 shares; 2024Q4: 37,090 shares; 2025Q1: 33,830 shares; 2025Q2: 20,197 shares; 2025Q3: 18,821 shares; 2025Q4: 18,781 shares 18,781 $920K 0.01% -40 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 2,761 shares; 2025Q1: 3,091 shares; 2025Q2: 3,313 shares; 2025Q3: 3,600 shares; 2025Q4: 4,093 shares 4,093 $920K 0.01% +493 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: 775 shares; 2024Q4: 1,109 shares; 2025Q1: 6,094 shares; 2025Q2: 5,591 shares; 2025Q3: 1,674 shares; 2025Q4: 2,969 shares 2,969 $918K 0.01% +1,295 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,913 shares 111,913 $917K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,376 shares; 2025Q1: 3,622 shares; 2025Q2: 2,813 shares; 2025Q3: 3,186 shares; 2025Q4: 19,410 shares 19,410 $913K 0.01% +16,224 Timeline FEBZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,144 shares 24,144 $909K 0.01% new 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: 6,068 shares; 2024Q4: 6,038 shares; 2025Q1: 7,282 shares; 2025Q2: 6,217 shares; 2025Q3: 5,085 shares; 2025Q4: 6,442 shares 6,442 $909K 0.01% +1,357 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,138 shares; 2024Q4: 32,217 shares; 2025Q1: 31,933 shares; 2025Q2: 33,229 shares; 2025Q3: 9,079 shares; 2025Q4: 8,653 shares 8,653 $909K 0.01% -426 Timeline FDMO 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: 79,370 shares; 2024Q4: 84,222 shares; 2025Q1: 87,771 shares; 2025Q2: 18,706 shares; 2025Q3: 7,485 shares; 2025Q4: 10,804 shares 10,804 $907K 0.01% +3,319 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,468 shares; 2024Q4: 11,864 shares; 2025Q1: 12,469 shares; 2025Q2: 31,474 shares; 2025Q3: 33,675 shares; 2025Q4: 31,975 shares 31,975 $904K 0.01% -1,700 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,928 shares; 2025Q4: 7,722 shares 7,722 $902K 0.01% +3,794 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: 19,144 shares; 2024Q4: 14,868 shares; 2025Q1: 15,854 shares; 2025Q2: 12,573 shares; 2025Q3: 12,659 shares; 2025Q4: 38,682 shares 38,682 $899K 0.01% +26,023 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,672 shares; 2024Q4: 44,581 shares; 2025Q1: 33,660 shares; 2025Q2: 34,891 shares; 2025Q3: 34,079 shares; 2025Q4: 37,855 shares 37,855 $894K 0.01% +3,776 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,690 shares; 2025Q1: 1,312 shares; 2025Q2: 1,294 shares; 2025Q3: 1,459 shares; 2025Q4: 1,479 shares 1,479 $892K 0.01% +20 Timeline FDFF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,964 shares; 2025Q3: 20,224 shares; 2025Q4: 25,048 shares 25,048 $892K 0.01% +4,824 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,007 shares; 2024Q4: 40,569 shares; 2025Q1: 44,340 shares; 2025Q2: 32,653 shares; 2025Q3: 57,720 shares; 2025Q4: 39,692 shares 39,692 $890K 0.01% -18,028 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,507 shares 18,507 $890K 0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,569 shares; 2024Q4: 77,426 shares; 2025Q1: 72,772 shares; 2025Q2: 72,362 shares; 2025Q3: 72,160 shares; 2025Q4: 60,003 shares 60,003 $889K 0.01% -12,157 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 13,317 shares; 2025Q4: 15,342 shares 15,342 $869K <0.01% +2,025 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,327 shares; 2024Q4: 3,948 shares; 2025Q1: 276,576 shares; 2025Q2: 270,223 shares; 2025Q3: 39,287 shares; 2025Q4: 25,290 shares 25,290 $867K <0.01% -13,997 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,076 shares; 2025Q1: 5,006 shares; 2025Q2: 5,352 shares; 2025Q3: 7,964 shares; 2025Q4: 9,609 shares 9,609 $865K <0.01% +1,645 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,725 shares; 2025Q1: 1,557 shares; 2025Q2: 1,449 shares; 2025Q3: 2,092 shares; 2025Q4: 2,253 shares 2,253 $864K <0.01% +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: 1,311 shares; 2024Q4: 1,659 shares; 2025Q1: 2,479 shares; 2025Q2: 2,688 shares; 2025Q3: 3,077 shares; 2025Q4: 4,947 shares 4,947 $858K <0.01% +1,870 Timeline FMAR 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: 20,190 shares; 2024Q4: 24,977 shares; 2025Q1: 20,756 shares; 2025Q2: 18,136 shares; 2025Q3: 18,073 shares; 2025Q4: 17,860 shares 17,860 $848K <0.01% -213 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: 14,848 shares; 2024Q4: 16,982 shares; 2025Q1: 14,931 shares; 2025Q2: 19,853 shares; 2025Q3: 28,549 shares; 2025Q4: 32,154 shares 32,154 $844K <0.01% +3,605 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,774 shares; 2024Q4: 326,723 shares; 2025Q1: 141,943 shares; 2025Q2: 32,071 shares; 2025Q3: 20,711 shares; 2025Q4: 16,655 shares 16,655 $838K <0.01% -4,056 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: 1,374 shares; 2024Q4: 1,738 shares; 2025Q1: 2,016 shares; 2025Q2: 2,691 shares; 2025Q3: 2,856 shares; 2025Q4: 2,821 shares 2,821 $835K <0.01% -35 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: 7,359 shares; 2024Q4: 8,246 shares; 2025Q1: 9,180 shares; 2025Q2: 9,602 shares; 2025Q3: 9,890 shares; 2025Q4: 10,780 shares 10,780 $834K <0.01% +890 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,272 shares; 2024Q4: 47,139 shares; 2025Q1: 46,784 shares; 2025Q2: 47,137 shares; 2025Q3: 47,211 shares; 2025Q4: 43,942 shares 43,942 $832K <0.01% -3,269 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 147,744 shares; 2025Q2: 153,288 shares; 2025Q3: 151,292 shares; 2025Q4: 6,437 shares 6,437 $823K <0.01% -144,855 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,440 shares; 2025Q1: 6,632 shares; 2025Q2: 8,812 shares; 2025Q3: 9,663 shares; 2025Q4: 10,932 shares 10,932 $820K <0.01% +1,269 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 9,050 shares; 2025Q1: 7,873 shares; 2025Q2: 7,817 shares; 2025Q3: 3,384 shares; 2025Q4: 6,000 shares 6,000 $820K <0.01% +2,616 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,688 shares; 2025Q1: 2,849 shares; 2025Q2: 3,771 shares; 2025Q3: 3,785 shares; 2025Q4: 5,020 shares 5,020 $819K <0.01% +1,235 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,312 shares; 2025Q1: 1,728 shares; 2025Q2: 1,354 shares; 2025Q3: 1,983 shares; 2025Q4: 2,103 shares 2,103 $818K <0.01% +120 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: 8,726 shares; 2024Q4: 13,138 shares; 2025Q1: 28,690 shares; 2025Q2: 29,730 shares; 2025Q3: 23,426 shares; 2025Q4: 29,181 shares 29,181 $817K <0.01% +5,755 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,709 shares; 2024Q4: 34,492 shares; 2025Q1: 33,648 shares; 2025Q2: 33,440 shares; 2025Q3: 16,485 shares; 2025Q4: 17,118 shares 17,118 $817K <0.01% +633 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,460 shares; 2025Q1: 9,211 shares; 2025Q2: 7,990 shares; 2025Q3: 8,305 shares; 2025Q4: 8,114 shares 8,114 $817K <0.01% -191 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 12,649 shares; 2025Q1: 14,975 shares; 2025Q2: 15,771 shares; 2025Q3: 13,530 shares; 2025Q4: 21,942 shares 21,942 $812K <0.01% +8,412 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,820 shares; 2024Q4: 13,460 shares; 2025Q1: 15,857 shares; 2025Q2: 23,428 shares; 2025Q3: 17,909 shares; 2025Q4: 47,056 shares 47,056 $812K <0.01% +29,147 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,418 shares; 2024Q4: 19,074 shares; 2025Q1: 19,335 shares; 2025Q2: 19,471 shares; 2025Q3: 19,087 shares; 2025Q4: 18,228 shares 18,228 $812K <0.01% -859 Timeline LONZ 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: 9,795 shares; 2024Q4: 34,003 shares; 2025Q1: 35,274 shares; 2025Q2: 35,032 shares; 2025Q3: 15,648 shares; 2025Q4: 16,132 shares 16,132 $811K <0.01% +484 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: 110,182 shares; 2024Q4: 113,897 shares; 2025Q1: 117,022 shares; 2025Q2: 121,939 shares; 2025Q3: 125,829 shares; 2025Q4: 4,152 shares 4,152 $807K <0.01% -121,677 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,171 shares; 2025Q1: 1,537 shares; 2025Q2: 1,473 shares; 2025Q3: 2,133 shares; 2025Q4: 2,787 shares 2,787 $805K <0.01% +654 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: 12,632 shares; 2024Q4: 18,238 shares; 2025Q1: 10,555 shares; 2025Q2: 8,225 shares; 2025Q3: 5,365 shares; 2025Q4: 8,040 shares 8,040 $803K <0.01% +2,675 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,834 shares; 2025Q1: 9,390 shares; 2025Q2: 9,613 shares; 2025Q3: 9,827 shares; 2025Q4: 10,040 shares 10,040 $803K <0.01% +213 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 7,647 shares; 2025Q1: 6,208 shares; 2025Q2: 5,670 shares; 2025Q3: 5,332 shares; 2025Q4: 4,938 shares 4,938 $801K <0.01% -394 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 925 shares; 2025Q1: 1,095 shares; 2025Q2: 1,372 shares; 2025Q3: 1,445 shares; 2025Q4: 2,921 shares 2,921 $798K <0.01% +1,476 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,718 shares; 2024Q4: 17,533 shares; 2025Q1: 22,537 shares; 2025Q2: 21,105 shares; 2025Q3: 19,850 shares; 2025Q4: 19,013 shares 19,013 $796K <0.01% -837 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,068 shares; 2025Q1: 9,860 shares; 2025Q2: 9,631 shares; 2025Q3: 11,025 shares; 2025Q4: 11,626 shares 11,626 $793K <0.01% +601 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 7,957 shares; 2025Q1: 3,191 shares; 2025Q2: 3,064 shares; 2025Q3: 3,413 shares; 2025Q4: 3,005 shares 3,005 $789K <0.01% -408 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,176 shares; 2024Q4: 789,085 shares; 2025Q1: 744,128 shares; 2025Q2: 10,950 shares; 2025Q3: 11,479 shares; 2025Q4: 15,230 shares 15,230 $788K <0.01% +3,751 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 12,251 shares; 2025Q1: 11,939 shares; 2025Q2: 11,790 shares; 2025Q3: 12,677 shares; 2025Q4: 12,525 shares 12,525 $788K <0.01% -152 Timeline AJUL 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: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 116,670 shares; 2025Q3: 27,631 shares; 2025Q4: 27,060 shares 27,060 $787K <0.01% -571 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,825 shares; 2025Q1: 133,982 shares; 2025Q2: 8,525 shares; 2025Q3: 8,436 shares; 2025Q4: 10,129 shares 10,129 $785K <0.01% +1,693 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: 85,380 shares; 2024Q4: 83,151 shares; 2025Q1: 26,782 shares; 2025Q2: 18,217 shares; 2025Q3: 23,705 shares; 2025Q4: 44,368 shares 44,368 $784K <0.01% +20,663 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,785 shares; 2024Q4: 19,901 shares; 2025Q1: 21,356 shares; 2025Q2: 19,212 shares; 2025Q3: 16,541 shares; 2025Q4: 16,623 shares 16,623 $782K <0.01% +82 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,467 shares; 2025Q3: 8,804 shares; 2025Q4: 8,536 shares 8,536 $781K <0.01% -268 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 864 shares; 2025Q3: 4,288 shares; 2025Q4: 1,595 shares 1,595 $777K <0.01% -2,693 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,778 shares; 2024Q4: 2,091 shares; 2025Q1: 1,594 shares; 2025Q2: 400,193 shares; 2025Q3: 4,388,441 shares; 2025Q4: 24,620 shares 24,620 $777K <0.01% -4,363,821 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,400 shares; 2025Q1: 6,810 shares; 2025Q2: 4,788 shares; 2025Q3: 5,179 shares; 2025Q4: 5,208 shares 5,208 $776K <0.01% +29 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 2,064 shares; 2025Q1: 2,050 shares; 2025Q2: 1,892 shares; 2025Q3: 1,837 shares; 2025Q4: 3,818 shares 3,818 $776K <0.01% +1,981 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: 8,544 shares; 2024Q4: 8,394 shares; 2025Q1: 8,691 shares; 2025Q2: 5,672 shares; 2025Q3: 5,983 shares; 2025Q4: 5,933 shares 5,933 $772K <0.01% -50 Timeline QBUL ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857,812 shares; 2024Q4: 945,437 shares; 2025Q1: 959,716 shares; 2025Q2: 967,149 shares; 2025Q3: 34,289 shares; 2025Q4: 32,396 shares 32,396 $771K <0.01% -1,893 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 1,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares 2,387 $764K <0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,871 shares 17,871 $760K <0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,613 shares 11,613 $759K <0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 16,745 shares; 2025Q1: 23,463 shares; 2025Q2: 60,490 shares; 2025Q3: 78,636 shares; 2025Q4: 19,390 shares 19,390 $759K <0.01% -59,246 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: 23,927 shares; 2024Q4: 2,705 shares; 2025Q1: 2,692 shares; 2025Q2: 4,653 shares; 2025Q3: 2,691 shares; 2025Q4: 13,042 shares 13,042 $755K <0.01% +10,351 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 1 shares 1 $755K <0.01% -1 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,001 shares; 2024Q4: 6,555 shares; 2025Q1: 7,035 shares; 2025Q2: 7,973 shares; 2025Q3: 7,521 shares; 2025Q4: 7,121 shares 7,121 $753K <0.01% -400 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,920 shares; 2025Q1: 2,697 shares; 2025Q2: 3,054 shares; 2025Q3: 3,745 shares; 2025Q4: 3,425 shares 3,425 $743K <0.01% -320 Timeline NJAN 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: 19,252 shares; 2024Q4: 11,112 shares; 2025Q1: 22,838 shares; 2025Q2: 13,262 shares; 2025Q3: 13,522 shares; 2025Q4: 13,522 shares 13,522 $743K <0.01% 0 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: 240,888 shares; 2025Q1: 284,859 shares; 2025Q2: 334,083 shares; 2025Q3: 116,029 shares; 2025Q4: 28,673 shares 28,673 $738K <0.01% -87,356 Timeline FTXO 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: 46,438 shares; 2025Q1: 44,684 shares; 2025Q2: 35,922 shares; 2025Q3: 34,842 shares; 2025Q4: 19,469 shares 19,469 $736K <0.01% -15,373 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,856 shares; 2025Q1: 6,787 shares; 2025Q2: 7,193 shares; 2025Q3: 7,395 shares; 2025Q4: 8,267 shares 8,267 $735K <0.01% +872 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,515 shares; 2024Q4: 6,064 shares; 2025Q1: 5,751 shares; 2025Q2: 5,667 shares; 2025Q3: 5,827 shares; 2025Q4: 5,066 shares 5,066 $730K <0.01% -761 Timeline IBD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,042 shares 30,042 $727K <0.01% new Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,906 shares; 2025Q3: 35,822 shares; 2025Q4: 34,887 shares 34,887 $727K <0.01% -935 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: 18,089 shares; 2024Q4: 17,657 shares; 2025Q1: 21,276 shares; 2025Q2: 19,522 shares; 2025Q3: 18,738 shares; 2025Q4: 17,460 shares 17,460 $722K <0.01% -1,278 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 374 shares; 2025Q2: 734 shares; 2025Q3: 758 shares; 2025Q4: 714 shares 714 $720K <0.01% -44 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,871 shares; 2024Q4: 25,981 shares; 2025Q1: 25,831 shares; 2025Q2: 25,831 shares; 2025Q3: 26,621 shares; 2025Q4: 24,316 shares 24,316 $719K <0.01% -2,305 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 465 shares; 2025Q1: 520 shares; 2025Q2: 9,176 shares; 2025Q3: 558 shares; 2025Q4: 14,213 shares 14,213 $719K <0.01% +13,655 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,571 shares; 2025Q4: 4,113 shares 4,113 $717K <0.01% +542 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 228 shares; 2025Q3: 7,387 shares; 2025Q4: 7,275 shares 7,275 $712K <0.01% -112 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: 7,865 shares; 2024Q4: 4,590 shares; 2025Q1: 8,943 shares; 2025Q2: 10,349 shares; 2025Q3: 10,549 shares; 2025Q4: 11,044 shares 11,044 $711K <0.01% +495 Timeline GJUL 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: 4,675 shares; 2025Q1: 3,389 shares; 2025Q2: 175 shares; 2025Q3: 1,502,522 shares; 2025Q4: 17,196 shares 17,196 $711K <0.01% -1,485,326 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,848 shares; 2024Q4: 25,409 shares; 2025Q1: 18,875 shares; 2025Q2: 16,388 shares; 2025Q3: 16,818 shares; 2025Q4: 17,923 shares 17,923 $710K <0.01% +1,105 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,007 shares; 2025Q2: 1,299 shares; 2025Q3: 1,313 shares; 2025Q4: 3,198 shares 3,198 $705K <0.01% +1,885 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,425 shares; 2024Q4: 79,996 shares; 2025Q1: 79,348 shares; 2025Q2: 12,504 shares; 2025Q3: 13,168 shares; 2025Q4: 11,688 shares 11,688 $703K <0.01% -1,480 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: 8,081 shares; 2025Q3: 6,444 shares; 2025Q4: 17,090 shares 17,090 $702K <0.01% +10,646 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 6,517 shares; 2025Q1: 5,602 shares; 2025Q2: 9,047 shares; 2025Q3: 9,731 shares; 2025Q4: 7,178 shares 7,178 $702K <0.01% -2,553 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,077 shares; 2024Q4: 4,753 shares; 2025Q1: 5,742 shares; 2025Q2: 5,700 shares; 2025Q3: 8,886 shares; 2025Q4: 13,747 shares 13,747 $699K <0.01% +4,861 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: 31,410 shares; 2024Q4: 24,707 shares; 2025Q1: 12,873 shares; 2025Q2: 7,809 shares; 2025Q3: 6,745 shares; 2025Q4: 4,932 shares 4,932 $696K <0.01% -1,813 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 8,304 shares; 2025Q1: 8,420 shares; 2025Q2: 8,287 shares; 2025Q3: 8,074 shares; 2025Q4: 7,768 shares 7,768 $696K <0.01% -306 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,681 shares; 2025Q4: 11,031 shares 11,031 $695K <0.01% +350 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 21,856 shares 21,856 $694K <0.01% +21,564 Timeline FTC 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: 2,696 shares; 2024Q4: 2,684 shares; 2025Q1: 2,374 shares; 2025Q2: 2,070 shares; 2025Q3: 3,216 shares; 2025Q4: 4,337 shares 4,337 $693K <0.01% +1,121 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,660 shares; 2024Q4: 9,905 shares; 2025Q1: 3,218 shares; 2025Q2: 25,884 shares; 2025Q3: 31,637 shares; 2025Q4: 6,760 shares 6,760 $692K <0.01% -24,877 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: 3,091 shares; 2024Q4: 3,070 shares; 2025Q1: 3,448 shares; 2025Q2: 3,121 shares; 2025Q3: 3,117 shares; 2025Q4: 3,374 shares 3,374 $691K <0.01% +257 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,175 shares; 2024Q4: 26,722 shares; 2025Q1: 27,368 shares; 2025Q2: 19,382 shares; 2025Q3: 14,518 shares; 2025Q4: 12,132 shares 12,132 $691K <0.01% -2,386 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,610 shares; 2025Q1: 2,583 shares; 2025Q2: 2,626 shares; 2025Q3: 2,118 shares; 2025Q4: 2,277 shares 2,277 $688K <0.01% +159 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,578 shares; 2025Q1: 4,400 shares; 2025Q2: 4,404 shares; 2025Q3: 4,274 shares; 2025Q4: 4,942 shares 4,942 $688K <0.01% +668 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,909 shares 3,909 $686K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,729 shares; 2024Q4: 16,806 shares; 2025Q1: 12,120 shares; 2025Q2: 13,062 shares; 2025Q3: 13,566 shares; 2025Q4: 8,245 shares 8,245 $684K <0.01% -5,321 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: 242,425 shares; 2024Q4: 14,966 shares; 2025Q1: 456,936 shares; 2025Q2: 20,647 shares; 2025Q3: 22,847 shares; 2025Q4: 28,613 shares 28,613 $684K <0.01% +5,766 Timeline LGLV 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: 2,504 shares; 2025Q1: 2,459 shares; 2025Q2: 2,353 shares; 2025Q3: 3,842 shares; 2025Q4: 3,881 shares 3,881 $681K <0.01% +39 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,141 shares; 2024Q4: 33,296 shares; 2025Q1: 32,300 shares; 2025Q2: 30,550 shares; 2025Q3: 28,575 shares; 2025Q4: 27,240 shares 27,240 $680K <0.01% -1,335 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,503 shares; 2025Q1: 4,316 shares; 2025Q2: 4,633 shares; 2025Q3: 5,508 shares; 2025Q4: 6,681 shares 6,681 $674K <0.01% +1,173 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,865 shares; 2025Q1: 2,488 shares; 2025Q2: 2,211 shares; 2025Q3: 2,198 shares; 2025Q4: 2,061 shares 2,061 $673K <0.01% -137 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 3,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 3,902 shares 3,902 $672K <0.01% +1,269 Timeline AHYB 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: 2,730 shares; 2025Q1: 5,527 shares; 2025Q2: 7,440 shares; 2025Q3: 10,044 shares; 2025Q4: 14,350 shares 14,350 $671K <0.01% +4,306 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,362 shares; 2024Q4: 34,233 shares; 2025Q1: 31,674 shares; 2025Q2: 29,974 shares; 2025Q3: 27,677 shares; 2025Q4: 26,529 shares 26,529 $671K <0.01% -1,148 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,351 shares; 2024Q4: 71,678 shares; 2025Q1: 39,528 shares; 2025Q2: 16,879 shares; 2025Q3: 16,160 shares; 2025Q4: 21,591 shares 21,591 $668K <0.01% +5,431 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,264 shares; 2025Q1: 1,312 shares; 2025Q2: 1,711 shares; 2025Q3: 1,456 shares; 2025Q4: 1,468 shares 1,468 $668K <0.01% +12 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,773 shares; 2025Q2: 14,358 shares; 2025Q3: 9,734 shares; 2025Q4: 15,287 shares 15,287 $667K <0.01% +5,553 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,524 shares; 2024Q4: 51,729 shares; 2025Q1: 56,737 shares; 2025Q2: 11,868 shares; 2025Q3: 2,387 shares; 2025Q4: 2,924 shares 2,924 $665K <0.01% +537 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,395 shares; 2025Q1: 1,396 shares; 2025Q2: 2,576 shares; 2025Q3: 2,699 shares; 2025Q4: 3,557 shares 3,557 $658K <0.01% +858 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,477 shares; 2024Q4: 30,737 shares; 2025Q1: 28,799 shares; 2025Q2: 25,457 shares; 2025Q3: 26,483 shares; 2025Q4: 28,213 shares 28,213 $658K <0.01% +1,730 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,892 shares; 2024Q4: 20,101 shares; 2025Q1: 205,709 shares; 2025Q2: 17,969 shares; 2025Q3: 16,181 shares; 2025Q4: 15,834 shares 15,834 $655K <0.01% -347 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,157 shares; 2024Q4: 9,821 shares; 2025Q1: 6,800 shares; 2025Q2: 5,968 shares; 2025Q3: 6,091 shares; 2025Q4: 5,571 shares 5,571 $655K <0.01% -520 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 10,987 shares; 2025Q1: 10,865 shares; 2025Q2: 9,361 shares; 2025Q3: 9,459 shares; 2025Q4: 30,021 shares 30,021 $652K <0.01% +20,562 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,075 shares; 2025Q1: 7,442 shares; 2025Q2: 7,511 shares; 2025Q3: 8,937 shares; 2025Q4: 9,714 shares 9,714 $651K <0.01% +777 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,173 shares; 2024Q4: 9,859 shares; 2025Q1: 11,768 shares; 2025Q2: 9,990 shares; 2025Q3: 12,680 shares; 2025Q4: 13,162 shares 13,162 $651K <0.01% +482 Timeline FAUG 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: 46,941 shares; 2024Q4: 37,882 shares; 2025Q1: 20,903 shares; 2025Q2: 15,021 shares; 2025Q3: 12,967 shares; 2025Q4: 12,264 shares 12,264 $649K <0.01% -703 Timeline CATH 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: 7,928 shares; 2024Q4: 7,947 shares; 2025Q1: 7,853 shares; 2025Q2: 7,857 shares; 2025Q3: 7,902 shares; 2025Q4: 7,891 shares 7,891 $649K <0.01% -11 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: 6,104 shares; 2024Q4: 6,968 shares; 2025Q1: 5,097 shares; 2025Q2: 4,833 shares; 2025Q3: 4,161 shares; 2025Q4: 3,912 shares 3,912 $649K <0.01% -249 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: 6,924 shares; 2024Q4: 6,898 shares; 2025Q1: 6,753 shares; 2025Q2: 7,369 shares; 2025Q3: 7,531 shares; 2025Q4: 8,227 shares 8,227 $647K <0.01% +696 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: 1,617 shares; 2024Q4: 1,932 shares; 2025Q1: 2,083 shares; 2025Q2: 3,013 shares; 2025Q3: 3,188 shares; 2025Q4: 3,471 shares 3,471 $644K <0.01% +283 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,648 shares; 2025Q1: 7,882 shares; 2025Q2: 16,283 shares; 2025Q3: 18,624 shares; 2025Q4: 21,300 shares 21,300 $640K <0.01% +2,676 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 5,075 shares; 2025Q2: 4,879 shares; 2025Q3: 4,523 shares; 2025Q4: 6,274 shares 6,274 $640K <0.01% +1,751 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 70 shares; 2025Q1: 13,187 shares; 2025Q2: 12,698 shares; 2025Q3: 12,552 shares; 2025Q4: 12,637 shares 12,637 $638K <0.01% +85 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: 3,096 shares; 2025Q2: 3,137 shares; 2025Q3: 4,969 shares; 2025Q4: 8,273 shares 8,273 $636K <0.01% +3,304 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: 14 shares; 2025Q1: 14 shares; 2025Q2: 428 shares; 2025Q3: 9,238 shares; 2025Q4: 8,920 shares 8,920 $632K <0.01% -318 Timeline CMDT 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: 194,125 shares; 2024Q4: 203,362 shares; 2025Q1: 23,591 shares; 2025Q2: 24,368 shares; 2025Q3: 54,190 shares; 2025Q4: 22,853 shares 22,853 $631K <0.01% -31,337 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: 15,325 shares; 2024Q4: 19,659 shares; 2025Q1: 18,846 shares; 2025Q2: 104,045 shares; 2025Q3: 26,449 shares; 2025Q4: 13,191 shares 13,191 $630K <0.01% -13,258 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 5,969 shares; 2025Q1: 9,779 shares; 2025Q2: 7,722 shares; 2025Q3: 7,127 shares; 2025Q4: 9,308 shares 9,308 $624K <0.01% +2,181 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 10,048 shares; 2025Q1: 9,413 shares; 2025Q2: 9,387 shares; 2025Q3: 10,987 shares; 2025Q4: 14,297 shares 14,297 $623K <0.01% +3,310 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 648 shares; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,538 shares 1,538 $621K <0.01% +410 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,476 shares; 2024Q4: 63,790 shares; 2025Q1: 45,611 shares; 2025Q2: 40,673 shares; 2025Q3: 26,542 shares; 2025Q4: 22,830 shares 22,830 $614K <0.01% -3,712 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,202 shares 1,202 $614K <0.01% +38 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: 17,489 shares; 2024Q4: 17,241 shares; 2025Q1: 17,191 shares; 2025Q2: 16,802 shares; 2025Q3: 16,955 shares; 2025Q4: 16,718 shares 16,718 $612K <0.01% -237 Timeline FJUL 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: 21,131 shares; 2024Q4: 20,452 shares; 2025Q1: 19,515 shares; 2025Q2: 11,568 shares; 2025Q3: 11,336 shares; 2025Q4: 10,914 shares 10,914 $610K <0.01% -422 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 9,722 shares; 2025Q1: 13,434 shares; 2025Q2: 14,135 shares; 2025Q3: 14,279 shares; 2025Q4: 12,916 shares 12,916 $602K <0.01% -1,363 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,145 shares; 2025Q1: not reported; 2025Q2: 50,164 shares; 2025Q3: 67,617 shares; 2025Q4: 71,903 shares 71,903 $601K <0.01% +4,286 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: 12,691 shares; 2024Q4: 11,060 shares; 2025Q1: 12,878 shares; 2025Q2: 12,878 shares; 2025Q3: 12,346 shares; 2025Q4: 12,346 shares 12,346 $601K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 9,988 shares; 2025Q1: 14,904 shares; 2025Q2: 15,564 shares; 2025Q3: 19,188 shares; 2025Q4: 16,386 shares 16,386 $600K <0.01% -2,802 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 9,582 shares; 2025Q1: 9,711 shares; 2025Q2: 12,019 shares; 2025Q3: 14,502 shares; 2025Q4: 16,751 shares 16,751 $600K <0.01% +2,249 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,271 shares; 2025Q1: 3,191 shares; 2025Q2: 3,254 shares; 2025Q3: 3,255 shares; 2025Q4: 3,247 shares 3,247 $599K <0.01% -8 Timeline FTDS 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: 4,654 shares; 2024Q4: 6,146 shares; 2025Q1: 6,227 shares; 2025Q2: 7,662 shares; 2025Q3: 9,203 shares; 2025Q4: 10,571 shares 10,571 $597K <0.01% +1,368 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 6,064 shares; 2025Q1: 6,193 shares; 2025Q2: 6,715 shares; 2025Q3: 7,447 shares; 2025Q4: 8,238 shares 8,238 $597K <0.01% +791 Timeline FXL 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: 3,903 shares; 2024Q4: 4,037 shares; 2025Q1: 4,016 shares; 2025Q2: 1,736 shares; 2025Q3: 2,822 shares; 2025Q4: 3,527 shares 3,527 $594K <0.01% +705 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: 7,076 shares; 2024Q4: 6,884 shares; 2025Q1: 6,836 shares; 2025Q2: 7,331 shares; 2025Q3: 6,326 shares; 2025Q4: 6,080 shares 6,080 $592K <0.01% -246 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,134 shares; 2025Q1: 2,286 shares; 2025Q2: 3,532 shares; 2025Q3: 3,442 shares; 2025Q4: 3,493 shares 3,493 $592K <0.01% +51 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,845 shares; 2025Q3: 4,872 shares; 2025Q4: 3,205 shares 3,205 $590K <0.01% -1,667 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,652 shares; 2025Q1: 4,086 shares; 2025Q2: 3,801 shares; 2025Q3: 3,781 shares; 2025Q4: 6,806 shares 6,806 $588K <0.01% +3,025 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 5,995 shares; 2025Q1: 4,966 shares; 2025Q2: 4,654 shares; 2025Q3: 3,940 shares; 2025Q4: 2,302 shares 2,302 $588K <0.01% -1,638 Timeline FXH 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: 15,067 shares; 2024Q4: 1,209 shares; 2025Q1: 804 shares; 2025Q2: 587 shares; 2025Q3: 531 shares; 2025Q4: 5,149 shares 5,149 $586K <0.01% +4,618 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,447 shares; 2024Q4: 97,451 shares; 2025Q1: 43,161 shares; 2025Q2: 35,780 shares; 2025Q3: 34,260 shares; 2025Q4: 30,516 shares 30,516 $586K <0.01% -3,744 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: 1,100 shares; 2025Q2: 1,098 shares; 2025Q3: 2,429 shares; 2025Q4: 2,427 shares 2,427 $585K <0.01% -2 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,495 shares; 2025Q4: 2,499 shares 2,499 $584K <0.01% +1,004 Timeline BDEC 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: 10,675 shares; 2024Q4: 5,469 shares; 2025Q1: 6,012 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 11,768 shares 11,768 $583K <0.01% +5,983 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,189 shares; 2024Q4: 29,287 shares; 2025Q1: 24,855 shares; 2025Q2: 24,280 shares; 2025Q3: 21,416 shares; 2025Q4: 25,095 shares 25,095 $582K <0.01% +3,679 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,643 shares 1,643 $581K <0.01% +781 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 3,343 shares; 2025Q1: 2,570 shares; 2025Q2: 2,268 shares; 2025Q3: 2,151 shares; 2025Q4: 2,420 shares 2,420 $580K <0.01% +269 Timeline FFEB 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: 56,907 shares; 2024Q4: 17,189 shares; 2025Q1: 19,373 shares; 2025Q2: 10,237 shares; 2025Q3: 10,236 shares; 2025Q4: 10,204 shares 10,204 $578K <0.01% -32 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 15,001 shares; 2025Q1: 18,106 shares; 2025Q2: 18,620 shares; 2025Q3: 21,790 shares; 2025Q4: 22,017 shares 22,017 $576K <0.01% +227 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,235 shares; 2024Q4: 13,120 shares; 2025Q1: 12,774 shares; 2025Q2: 12,774 shares; 2025Q3: 14,620 shares; 2025Q4: 19,706 shares 19,706 $576K <0.01% +5,086 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 5,284 shares; 2025Q1: 4,881 shares; 2025Q2: 5,724 shares; 2025Q3: 5,708 shares; 2025Q4: 6,531 shares 6,531 $575K <0.01% +823 Timeline PRFD 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: 117,540 shares; 2024Q4: 11,464 shares; 2025Q1: 11,424 shares; 2025Q2: 12,033 shares; 2025Q3: 11,193 shares; 2025Q4: 11,135 shares 11,135 $574K <0.01% -58 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,692 shares; 2024Q4: 42,370 shares; 2025Q1: 22,256 shares; 2025Q2: 14,820 shares; 2025Q3: 18,798 shares; 2025Q4: 4,710 shares 4,710 $573K <0.01% -14,088 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH 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: 3,040 shares; 2025Q3: 2,691 shares; 2025Q4: 3,597 shares 3,597 $573K <0.01% +906 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,063 shares; 2024Q4: 14,873 shares; 2025Q1: 13,174 shares; 2025Q2: 13,142 shares; 2025Q3: 12,875 shares; 2025Q4: 12,719 shares 12,719 $570K <0.01% -156 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,980 shares; 2024Q4: 6,429 shares; 2025Q1: 4,116 shares; 2025Q2: 4,158 shares; 2025Q3: 3,152 shares; 2025Q4: 8,474 shares 8,474 $569K <0.01% +5,322 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,280 shares; 2025Q1: 2,040 shares; 2025Q2: 1,862 shares; 2025Q3: 3,189 shares; 2025Q4: 2,929 shares 2,929 $568K <0.01% -260 Timeline