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: 41,784 shares; 2024Q4: 38,807 shares; 2025Q1: 38,693 shares; 2025Q2: 35,287 shares; 2025Q3: 30,359 shares; 2025Q4: 14,689 shares 14,689 $615K 0.02% -15,670 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 572 shares 572 $612K 0.02% -147 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,132 shares; 2025Q4: 5,720 shares 5,720 $609K 0.02% +588 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,337 shares; 2024Q4: 38,148 shares; 2025Q1: 37,316 shares; 2025Q2: 22,459 shares; 2025Q3: 19,120 shares; 2025Q4: 13,229 shares 13,229 $607K 0.02% -5,891 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,901 shares; 2025Q3: 1,804 shares; 2025Q4: 12,921 shares 12,921 $605K 0.02% +11,117 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 384 shares; 2025Q4: 1,129 shares 1,129 $602K 0.02% +745 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 64 shares; 2025Q4: 2,767 shares 2,767 $601K 0.02% +2,703 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 9,840 shares; 2025Q1: 5,757 shares; 2025Q2: 1,708 shares; 2025Q3: 1,375 shares; 2025Q4: 5,063 shares 5,063 $601K 0.02% +3,688 Timeline DMAR 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: 15,013 shares; 2024Q4: 14,933 shares; 2025Q1: 14,933 shares; 2025Q2: 11,219 shares; 2025Q3: 9,982 shares; 2025Q4: 14,375 shares 14,375 $599K 0.02% +4,393 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 1,016 shares; 2025Q1: 406 shares; 2025Q2: 329 shares; 2025Q3: 342 shares; 2025Q4: 903 shares 903 $598K 0.02% +561 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 2,738 shares 2,738 $597K 0.02% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 12,952 shares; 2025Q1: 9,994 shares; 2025Q2: 4,228 shares; 2025Q3: 8,055 shares; 2025Q4: 7,729 shares 7,729 $595K 0.02% -326 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,288 shares; 2024Q4: 19,062 shares; 2025Q1: 19,056 shares; 2025Q2: 17,352 shares; 2025Q3: 19,577 shares; 2025Q4: 6,919 shares 6,919 $593K 0.02% -12,658 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,177 shares; 2025Q2: 8 shares; 2025Q3: 1,170 shares; 2025Q4: 2,462 shares 2,462 $593K 0.02% +1,292 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 386 shares; 2025Q3: 386 shares; 2025Q4: 21,054 shares 21,054 $592K 0.02% +20,668 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,633 shares; 2024Q4: 211,481 shares; 2025Q1: 76,667 shares; 2025Q2: 22,087 shares; 2025Q3: 204,042 shares; 2025Q4: 51,607 shares 51,607 $589K 0.02% -152,435 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 5,073 shares; 2025Q1: 5,018 shares; 2025Q2: 5,083 shares; 2025Q3: 2,847 shares; 2025Q4: 6,957 shares 6,957 $589K 0.02% +4,110 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: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 3,253 shares; 2025Q4: 9,164 shares 9,164 $588K 0.02% +5,911 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 20,728 shares; 2025Q1: 20,714 shares; 2025Q2: 18,050 shares; 2025Q3: 9,087 shares; 2025Q4: 10,149 shares 10,149 $588K 0.02% +1,062 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 10,802 shares; 2025Q1: 10,331 shares; 2025Q2: 8,526 shares; 2025Q3: 2,537 shares; 2025Q4: 2,997 shares 2,997 $585K 0.02% +460 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: 19,381 shares; 2024Q4: 16,225 shares; 2025Q1: 21,018 shares; 2025Q2: 42,536 shares; 2025Q3: 10,771 shares; 2025Q4: 5,269 shares 5,269 $580K 0.02% -5,502 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 7,863 shares; 2025Q1: 7,905 shares; 2025Q2: 6,093 shares; 2025Q3: 3,465 shares; 2025Q4: 5,106 shares 5,106 $576K 0.02% +1,641 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 27 shares; 2025Q3: not reported; 2025Q4: 6,970 shares 6,970 $572K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 107 shares; 2025Q4: 8,477 shares 8,477 $571K 0.02% +8,370 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,576 shares; 2025Q1: 2,838 shares; 2025Q2: 1,988 shares; 2025Q3: 2,123 shares; 2025Q4: 2,115 shares 2,115 $567K 0.02% -8 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 17,024 shares 17,024 $567K 0.02% +12,024 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 123 shares; 2025Q3: 123 shares; 2025Q4: 5,470 shares 5,470 $563K 0.02% +5,347 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: 28,375 shares; 2024Q4: 20,382 shares; 2025Q1: 22,923 shares; 2025Q2: 15,767 shares; 2025Q3: 11,295 shares; 2025Q4: 10,842 shares 10,842 $561K 0.02% -453 Timeline EFAV 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: 4,727 shares; 2024Q4: 4,609 shares; 2025Q1: 16,370 shares; 2025Q2: 2,319 shares; 2025Q3: 1,442 shares; 2025Q4: 6,448 shares 6,448 $556K 0.02% +5,006 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,703 shares; 2024Q4: 21,642 shares; 2025Q1: 23,628 shares; 2025Q2: 20,898 shares; 2025Q3: 23,847 shares; 2025Q4: 12,198 shares 12,198 $550K 0.02% -11,649 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 3,921 shares 3,921 $548K 0.02% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,998 shares 18,998 $548K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 5,229 shares; 2025Q1: 5,229 shares; 2025Q2: 1,813 shares; 2025Q3: 1,609 shares; 2025Q4: 7,370 shares 7,370 $544K 0.02% +5,761 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 4,060 shares; 2025Q1: 4,349 shares; 2025Q2: 1,655 shares; 2025Q3: 1,569 shares; 2025Q4: 4,262 shares 4,262 $543K 0.02% +2,693 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: 8,446 shares; 2024Q4: 9,343 shares; 2025Q1: 9,125 shares; 2025Q2: 9,088 shares; 2025Q3: 800 shares; 2025Q4: 4,612 shares 4,612 $542K 0.02% +3,812 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,413 shares 5,413 $542K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 3,193 shares; 2025Q1: 3,210 shares; 2025Q2: 1,295 shares; 2025Q3: 3,969 shares; 2025Q4: 3,981 shares 3,981 $540K 0.02% +12 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,087 shares; 2024Q4: 15,516 shares; 2025Q1: 13,851 shares; 2025Q2: 11,796 shares; 2025Q3: 3,780 shares; 2025Q4: 4,058 shares 4,058 $539K 0.02% +278 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,427 shares; 2024Q4: 13,830 shares; 2025Q1: 22,698 shares; 2025Q2: 4,294 shares; 2025Q3: 10,126 shares; 2025Q4: 3,612 shares 3,612 $537K 0.02% -6,514 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 13,547 shares; 2025Q1: 13,471 shares; 2025Q2: 3,638 shares; 2025Q3: 5,302 shares; 2025Q4: 5,162 shares 5,162 $535K 0.02% -140 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,086 shares; 2025Q1: 5,937 shares; 2025Q2: 98 shares; 2025Q3: 3,569 shares; 2025Q4: 6,042 shares 6,042 $533K 0.02% +2,473 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: 423 shares; 2025Q4: 4,423 shares 4,423 $531K 0.02% +4,000 Timeline FIVA 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: 5,845 shares; 2025Q3: 8,225 shares; 2025Q4: 15,479 shares 15,479 $530K 0.02% +7,254 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 15 shares; 2025Q3: not reported; 2025Q4: 960 shares 960 $529K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,963 shares; 2025Q2: 312 shares; 2025Q3: 75 shares; 2025Q4: 4,100 shares 4,100 $529K 0.02% +4,025 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,702 shares; 2025Q1: 5,725 shares; 2025Q2: 7,960 shares; 2025Q3: 6,333 shares; 2025Q4: 5,286 shares 5,286 $528K 0.02% -1,047 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 1,281 shares; 2025Q4: 11,221 shares 11,221 $525K 0.02% +9,940 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: 2,135 shares; 2024Q4: 2,047 shares; 2025Q1: 2,043 shares; 2025Q2: 1,014 shares; 2025Q3: 348 shares; 2025Q4: 1,496 shares 1,496 $524K 0.02% +1,148 Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 3,944 shares 3,944 $524K 0.02% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,113 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 4,937 shares 4,937 $524K 0.02% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,675 shares; 2024Q4: 56,877 shares; 2025Q1: 78,443 shares; 2025Q2: 49,196 shares; 2025Q3: 59,937 shares; 2025Q4: 11,788 shares 11,788 $523K 0.02% -48,149 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: 16,780 shares; 2024Q4: 21,782 shares; 2025Q1: 23,425 shares; 2025Q2: 23,298 shares; 2025Q3: 12,806 shares; 2025Q4: 9,321 shares 9,321 $521K 0.02% -3,485 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,784 shares; 2024Q4: 29,711 shares; 2025Q1: 17,790 shares; 2025Q2: 8,881 shares; 2025Q3: 285 shares; 2025Q4: 5,364 shares 5,364 $518K 0.02% +5,079 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,795 shares; 2025Q1: not reported; 2025Q2: 4,222 shares; 2025Q3: 2,918 shares; 2025Q4: 10,531 shares 10,531 $518K 0.02% +7,613 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,214 shares; 2025Q1: 82,214 shares; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: 72,214 shares 72,214 $517K 0.02% new 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: 1,970 shares; 2024Q4: 2,011 shares; 2025Q1: 1,890 shares; 2025Q2: 1,138 shares; 2025Q3: 810 shares; 2025Q4: 3,584 shares 3,584 $516K 0.02% +2,774 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,238 shares; 2025Q1: 1,240 shares; 2025Q2: 1,055 shares; 2025Q3: 715 shares; 2025Q4: 2,247 shares 2,247 $514K 0.02% +1,532 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS 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: 2,016 shares 2,016 $514K 0.02% new 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: not reported; 2025Q2: 98 shares; 2025Q3: 80 shares; 2025Q4: 5,023 shares 5,023 $512K 0.02% +4,943 Timeline FTQI 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: 254,319 shares; 2024Q4: 290,074 shares; 2025Q1: 290,153 shares; 2025Q2: 272,720 shares; 2025Q3: 178,755 shares; 2025Q4: 24,574 shares 24,574 $512K 0.02% -154,181 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: 39,046 shares; 2024Q4: 41,919 shares; 2025Q1: 41,847 shares; 2025Q2: 17,561 shares; 2025Q3: 37,591 shares; 2025Q4: 15,846 shares 15,846 $508K 0.02% -21,745 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: 397 shares; 2025Q3: 1,278 shares; 2025Q4: 3,021 shares 3,021 $506K 0.02% +1,743 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: not reported; 2025Q4: 21,709 shares 21,709 $506K 0.02% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: not reported; 2025Q4: 4,969 shares 4,969 $505K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 100 shares; 2025Q4: 2,932 shares 2,932 $505K 0.02% +2,832 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: not reported; 2025Q4: 10,999 shares 10,999 $503K 0.02% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,977 shares; 2025Q1: 6,426 shares; 2025Q2: 4,628 shares; 2025Q3: 409 shares; 2025Q4: 5,487 shares 5,487 $502K 0.02% +5,078 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,096 shares; 2024Q4: 26,332 shares; 2025Q1: 26,332 shares; 2025Q2: 26,103 shares; 2025Q3: 25,880 shares; 2025Q4: 21,367 shares 21,367 $500K 0.02% -4,513 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: 15,821 shares; 2025Q1: 15,908 shares; 2025Q2: 11,070 shares; 2025Q3: 10,267 shares; 2025Q4: 11,564 shares 11,564 $500K 0.02% +1,297 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: 9,899 shares; 2024Q4: 12,045 shares; 2025Q1: not reported; 2025Q2: 5,321 shares; 2025Q3: 3,349 shares; 2025Q4: 8,780 shares 8,780 $497K 0.02% +5,431 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: 2,315 shares; 2025Q1: 40,631 shares; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,831 shares 2,831 $497K 0.02% +516 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,882 shares; 2024Q4: 14,091 shares; 2025Q1: 14,227 shares; 2025Q2: 9,968 shares; 2025Q3: 4,852 shares; 2025Q4: 5,261 shares 5,261 $496K 0.02% +409 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: 7,826 shares; 2024Q4: 17,682 shares; 2025Q1: 21,904 shares; 2025Q2: 12,748 shares; 2025Q3: 2,510 shares; 2025Q4: 6,964 shares 6,964 $494K 0.02% +4,454 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,422 shares; 2025Q1: 2,424 shares; 2025Q2: 1,644 shares; 2025Q3: 615 shares; 2025Q4: 1,061 shares 1,061 $494K 0.02% +446 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 8,331 shares; 2025Q1: 9,181 shares; 2025Q2: 2,488 shares; 2025Q3: 3,262 shares; 2025Q4: 5,279 shares 5,279 $490K 0.02% +2,017 Timeline SCHF 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: 31,106 shares; 2024Q4: 64,424 shares; 2025Q1: 62,413 shares; 2025Q2: 27,681 shares; 2025Q3: 29,246 shares; 2025Q4: 20,282 shares 20,282 $488K 0.02% -8,964 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 3,256 shares 3,256 $485K 0.02% new Timeline COWG 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: 9,994 shares; 2024Q4: 18,334 shares; 2025Q1: 17,378 shares; 2025Q2: 12,406 shares; 2025Q3: 8,772 shares; 2025Q4: 13,677 shares 13,677 $482K 0.02% +4,905 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: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 384 shares; 2025Q4: 1,759 shares 1,759 $480K 0.02% +1,375 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: 7 shares; 2025Q3: not reported; 2025Q4: 1,358 shares 1,358 $480K 0.02% new Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares 9,500 $479K 0.02% new Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,314 shares; 2024Q4: 11,199 shares; 2025Q1: 11,200 shares; 2025Q2: 5,496 shares; 2025Q3: 8,225 shares; 2025Q4: 5,912 shares 5,912 $479K 0.02% -2,313 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: 4,296 shares; 2024Q4: 5,069 shares; 2025Q1: 5,026 shares; 2025Q2: 2,891 shares; 2025Q3: 2,411 shares; 2025Q4: 1,937 shares 1,937 $477K 0.02% -474 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,107 shares; 2024Q4: 67,956 shares; 2025Q1: 68,777 shares; 2025Q2: 32,045 shares; 2025Q3: 48,667 shares; 2025Q4: 17,452 shares 17,452 $475K 0.02% -31,215 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 15,807 shares; 2025Q1: 14,048 shares; 2025Q2: 8,157 shares; 2025Q3: 8,168 shares; 2025Q4: 8,775 shares 8,775 $473K 0.02% +607 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: 29,287 shares; 2024Q4: 34,955 shares; 2025Q1: 17,047 shares; 2025Q2: 7,187 shares; 2025Q3: 14,330 shares; 2025Q4: 9,644 shares 9,644 $473K 0.02% -4,686 Timeline XOP 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: 6,959 shares; 2024Q4: 5,858 shares; 2025Q1: 5,858 shares; 2025Q2: 4,815 shares; 2025Q3: 4,755 shares; 2025Q4: 3,742 shares 3,742 $472K 0.02% -1,013 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: 9,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,996 shares; 2025Q4: 10,020 shares 10,020 $472K 0.02% +24 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 11,684 shares 11,684 $472K 0.02% new Timeline FSEP 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: 13,565 shares; 2024Q4: 20,475 shares; 2025Q1: 19,858 shares; 2025Q2: 11,071 shares; 2025Q3: 11,691 shares; 2025Q4: 9,148 shares 9,148 $472K 0.02% -2,543 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,488 shares; 2024Q4: 11,650 shares; 2025Q1: 11,068 shares; 2025Q2: 7,069 shares; 2025Q3: 7,730 shares; 2025Q4: 5,182 shares 5,182 $471K 0.02% -2,548 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: 26,929 shares; 2024Q4: 27,122 shares; 2025Q1: 28,911 shares; 2025Q2: 29,620 shares; 2025Q3: 2,835 shares; 2025Q4: 22,441 shares 22,441 $471K 0.02% +19,606 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: not reported; 2025Q4: 24,007 shares 24,007 $469K 0.02% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,153 shares; 2024Q4: 8,343 shares; 2025Q1: 8,268 shares; 2025Q2: 7,099 shares; 2025Q3: 904 shares; 2025Q4: 5,683 shares 5,683 $469K 0.02% +4,779 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 4,181 shares; 2025Q1: 1,792 shares; 2025Q2: 813 shares; 2025Q3: 603 shares; 2025Q4: 1,444 shares 1,444 $466K 0.02% +841 Timeline BUFT 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: 10,243 shares; 2024Q4: 23,342 shares; 2025Q1: 23,723 shares; 2025Q2: 4,587 shares; 2025Q3: 21,049 shares; 2025Q4: 18,812 shares 18,812 $463K 0.02% -2,237 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: 20,012 shares; 2024Q4: 19,846 shares; 2025Q1: 17,003 shares; 2025Q2: 12,368 shares; 2025Q3: 12,004 shares; 2025Q4: 9,745 shares 9,745 $463K 0.02% -2,259 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 3,175 shares 3,175 $462K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,744 shares; 2025Q1: 6,497 shares; 2025Q2: 4,486 shares; 2025Q3: 2,009 shares; 2025Q4: 1,447 shares 1,447 $461K 0.02% -562 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 3,889 shares; 2025Q1: 3,883 shares; 2025Q2: 2,930 shares; 2025Q3: 3,659 shares; 2025Q4: 2,204 shares 2,204 $460K 0.02% -1,455 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: not reported; 2024Q4: not reported; 2025Q1: 7,720 shares; 2025Q2: 9,802 shares; 2025Q3: not reported; 2025Q4: 3,921 shares 3,921 $460K 0.02% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,431 shares; 2024Q4: 16,142 shares; 2025Q1: 16,174 shares; 2025Q2: 13,122 shares; 2025Q3: 9,368 shares; 2025Q4: 6,433 shares 6,433 $459K 0.02% -2,935 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: 10,221 shares; 2024Q4: 5,940 shares; 2025Q1: 5,886 shares; 2025Q2: 4,850 shares; 2025Q3: 11,650 shares; 2025Q4: 11,681 shares 11,681 $457K 0.02% +31 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,694 shares 5,694 $456K 0.02% new 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: 3,310 shares; 2024Q4: 3,649 shares; 2025Q1: 3,761 shares; 2025Q2: 2,876 shares; 2025Q3: 5,482 shares; 2025Q4: 5,058 shares 5,058 $455K 0.02% -424 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 879 shares; 2025Q3: 385 shares; 2025Q4: 2,453 shares 2,453 $454K 0.02% +2,068 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: 8,478 shares; 2024Q4: 9,295 shares; 2025Q1: 9,479 shares; 2025Q2: 5,821 shares; 2025Q3: 10,354 shares; 2025Q4: 3,202 shares 3,202 $452K 0.02% -7,152 Timeline QUS 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: 39,923 shares; 2025Q1: 2,825 shares; 2025Q2: 36,604 shares; 2025Q3: 2,577 shares; 2025Q4: 2,592 shares 2,592 $451K 0.02% +15 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,764 shares; 2024Q4: 8,280 shares; 2025Q1: 24,049 shares; 2025Q2: 15,847 shares; 2025Q3: 3,971 shares; 2025Q4: 7,682 shares 7,682 $451K 0.02% +3,711 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: not reported; 2025Q4: 9,351 shares 9,351 $451K 0.02% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,670 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 2,241 shares 2,241 $450K 0.02% new 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: not reported; 2024Q4: 4,924 shares; 2025Q1: 1,870 shares; 2025Q2: 1,785 shares; 2025Q3: 1,036 shares; 2025Q4: 3,374 shares 3,374 $444K 0.02% +2,338 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,549 shares; 2025Q1: not reported; 2025Q2: 5,951 shares; 2025Q3: 5,812 shares; 2025Q4: 23,159 shares 23,159 $444K 0.02% +17,347 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,287 shares 3,287 $443K 0.02% new 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: 119,247 shares; 2024Q4: 120,193 shares; 2025Q1: 28,975 shares; 2025Q2: 15,136 shares; 2025Q3: 9,505 shares; 2025Q4: 9,353 shares 9,353 $443K 0.02% -152 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: 35,632 shares; 2024Q4: 34,732 shares; 2025Q1: 34,774 shares; 2025Q2: 28,785 shares; 2025Q3: 9,083 shares; 2025Q4: 15,994 shares 15,994 $440K 0.02% +6,911 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 6,039 shares; 2025Q1: 6,035 shares; 2025Q2: 6,528 shares; 2025Q3: 4,924 shares; 2025Q4: 4,678 shares 4,678 $439K 0.02% -246 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 3,554 shares 3,554 $438K 0.02% new Timeline FSTA 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: 8,074 shares; 2024Q4: 12,620 shares; 2025Q1: 12,573 shares; 2025Q2: 10,507 shares; 2025Q3: 8,310 shares; 2025Q4: 8,900 shares 8,900 $438K 0.02% +590 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,327 shares; 2025Q1: 2,585 shares; 2025Q2: 1,378 shares; 2025Q3: 1,162 shares; 2025Q4: 1,512 shares 1,512 $436K 0.02% +350 Timeline INKM 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: 8,737 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 13,174 shares 13,174 $435K 0.02% +12,299 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,749 shares; 2024Q4: 53,866 shares; 2025Q1: 56,012 shares; 2025Q2: 33,764 shares; 2025Q3: 40,367 shares; 2025Q4: 12,294 shares 12,294 $434K 0.02% -28,073 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 3,022 shares; 2025Q4: 14,987 shares 14,987 $432K 0.02% +11,965 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,878 shares; 2025Q1: 33,761 shares; 2025Q2: 45,188 shares; 2025Q3: 51,957 shares; 2025Q4: 18,514 shares 18,514 $432K 0.02% -33,443 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,798 shares 14,798 $430K 0.02% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 1,042 shares; 2025Q4: 8,382 shares 8,382 $430K 0.02% +7,340 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 5,728 shares; 2025Q3: 649 shares; 2025Q4: 5,894 shares 5,894 $428K 0.02% +5,245 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,603 shares; 2025Q1: 19,783 shares; 2025Q2: 19,806 shares; 2025Q3: 2,023 shares; 2025Q4: 15,318 shares 15,318 $427K 0.02% +13,295 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 961 shares; 2025Q4: 1,495 shares 1,495 $427K 0.02% +534 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,007 shares; 2024Q4: 18,157 shares; 2025Q1: 18,157 shares; 2025Q2: 6,300 shares; 2025Q3: 19,507 shares; 2025Q4: 8,935 shares 8,935 $426K 0.02% -10,572 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 521 shares; 2025Q4: 14,455 shares 14,455 $422K 0.02% +13,934 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,531 shares; 2024Q4: 21,043 shares; 2025Q1: 15,452 shares; 2025Q2: 13,712 shares; 2025Q3: 143 shares; 2025Q4: 6,099 shares 6,099 $417K 0.02% +5,956 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,141 shares; 2025Q3: 1,283 shares; 2025Q4: 12,986 shares 12,986 $417K 0.02% +11,703 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,580 shares; 2024Q4: 33,303 shares; 2025Q1: 33,303 shares; 2025Q2: 38,109 shares; 2025Q3: 38,109 shares; 2025Q4: 33,246 shares 33,246 $417K 0.02% -4,863 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,014 shares; 2024Q4: 22,663 shares; 2025Q1: 22,663 shares; 2025Q2: 26,883 shares; 2025Q3: 24,631 shares; 2025Q4: 21,278 shares 21,278 $416K 0.02% -3,353 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 10,370 shares; 2025Q1: 10,229 shares; 2025Q2: 6,608 shares; 2025Q3: 5,710 shares; 2025Q4: 8,833 shares 8,833 $414K 0.02% +3,123 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 11,431 shares; 2025Q1: 5,519 shares; 2025Q2: 4,579 shares; 2025Q3: 2,921 shares; 2025Q4: 4,863 shares 4,863 $413K 0.02% +1,942 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,202 shares 8,202 $412K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,567 shares; 2025Q3: 5,681 shares; 2025Q4: 16,433 shares 16,433 $410K 0.02% +10,752 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,614 shares; 2024Q4: 69,523 shares; 2025Q1: 29,990 shares; 2025Q2: 17,144 shares; 2025Q3: 28,643 shares; 2025Q4: 13,904 shares 13,904 $407K 0.02% -14,739 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,165 shares; 2025Q3: 1,083 shares; 2025Q4: 3,712 shares 3,712 $407K 0.02% +2,629 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 8,739 shares; 2025Q1: 4,313 shares; 2025Q2: 1,897 shares; 2025Q3: 7,751 shares; 2025Q4: 2,345 shares 2,345 $407K 0.02% -5,406 Timeline DMXF 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: 65 shares; 2025Q3: not reported; 2025Q4: 5,395 shares 5,395 $405K 0.02% new Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 4,351 shares 4,351 $405K 0.02% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 5,989 shares 5,989 $405K 0.02% new 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: 5,360 shares; 2024Q4: 5,892 shares; 2025Q1: 6,012 shares; 2025Q2: 7,367 shares; 2025Q3: 4,623 shares; 2025Q4: 10,536 shares 10,536 $404K 0.02% +5,913 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,924 shares; 2024Q4: 32,924 shares; 2025Q1: 32,281 shares; 2025Q2: 19,853 shares; 2025Q3: 24,713 shares; 2025Q4: 26,426 shares 26,426 $404K 0.02% +1,713 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 14,384 shares; 2025Q1: 14,386 shares; 2025Q2: 10,747 shares; 2025Q3: 9,323 shares; 2025Q4: 6,189 shares 6,189 $403K 0.02% -3,134 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: 13,023 shares; 2024Q4: 11,643 shares; 2025Q1: 16,974 shares; 2025Q2: 8,346 shares; 2025Q3: not reported; 2025Q4: 8,528 shares 8,528 $401K 0.01% new Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,236 shares 8,236 $400K 0.01% new 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: 1,368 shares; 2024Q4: 5,740 shares; 2025Q1: 1,850 shares; 2025Q2: 1,961 shares; 2025Q3: 1,148 shares; 2025Q4: 2,204 shares 2,204 $399K 0.01% +1,056 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,732 shares 16,732 $398K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 96 shares; 2025Q4: 2,598 shares 2,598 $398K 0.01% +2,502 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 6,324 shares; 2025Q1: 6,878 shares; 2025Q2: 6,628 shares; 2025Q3: 275 shares; 2025Q4: 1,879 shares 1,879 $396K 0.01% +1,604 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 11,250 shares; 2025Q1: 11,709 shares; 2025Q2: 8,369 shares; 2025Q3: 5,379 shares; 2025Q4: 10,903 shares 10,903 $395K 0.01% +5,524 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 600 shares; 2025Q4: 1,845 shares 1,845 $395K 0.01% +1,245 Timeline FIDI 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: 3,020 shares; 2025Q3: 6,410 shares; 2025Q4: 15,145 shares 15,145 $392K 0.01% +8,735 Timeline AGZD 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: 110,425 shares; 2024Q4: 27,466 shares; 2025Q1: 29,997 shares; 2025Q2: 22,246 shares; 2025Q3: 2,416 shares; 2025Q4: 17,415 shares 17,415 $392K 0.01% +14,999 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: 15,100 shares; 2024Q4: 15,826 shares; 2025Q1: 15,322 shares; 2025Q2: 11,651 shares; 2025Q3: 4,365 shares; 2025Q4: 6,068 shares 6,068 $391K 0.01% +1,703 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: 36,412 shares; 2024Q4: 34,053 shares; 2025Q1: 33,965 shares; 2025Q2: 35,623 shares; 2025Q3: 31,138 shares; 2025Q4: 25,467 shares 25,467 $390K 0.01% -5,671 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,255 shares 15,255 $386K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 812 shares; 2025Q4: 4,093 shares 4,093 $386K 0.01% +3,281 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: 950 shares; 2024Q4: 3,129 shares; 2025Q1: 1,656 shares; 2025Q2: 1,513 shares; 2025Q3: 2,233 shares; 2025Q4: 1,240 shares 1,240 $385K 0.01% -993 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: 10,810 shares; 2024Q4: 15,372 shares; 2025Q1: 14,584 shares; 2025Q2: 9,685 shares; 2025Q3: 14,957 shares; 2025Q4: 5,721 shares 5,721 $384K 0.01% -9,236 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,382 shares; 2025Q1: 2,061 shares; 2025Q2: 1,036 shares; 2025Q3: 426 shares; 2025Q4: 3,041 shares 3,041 $383K 0.01% +2,615 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 3,897 shares; 2025Q1: 3,884 shares; 2025Q2: 3,049 shares; 2025Q3: 2,914 shares; 2025Q4: 2,706 shares 2,706 $382K 0.01% -208 Timeline DJUN 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: 27,733 shares; 2024Q4: 24,318 shares; 2025Q1: 24,338 shares; 2025Q2: 16,940 shares; 2025Q3: 19,073 shares; 2025Q4: 8,064 shares 8,064 $382K 0.01% -11,009 Timeline QMMY 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: 18,701 shares; 2025Q4: 15,206 shares 15,206 $381K 0.01% -3,495 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,654 shares 5,654 $381K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,567 shares; 2024Q4: 15,105 shares; 2025Q1: 10,002 shares; 2025Q2: 8,260 shares; 2025Q3: 7,936 shares; 2025Q4: 6,947 shares 6,947 $380K 0.01% -989 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 10,081 shares; 2025Q4: 8,211 shares 8,211 $379K 0.01% -1,870 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: 20,000 shares; 2025Q4: 22,615 shares 22,615 $379K 0.01% +2,615 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,381 shares; 2024Q4: 32,960 shares; 2025Q1: 32,960 shares; 2025Q2: 20,260 shares; 2025Q3: 31,254 shares; 2025Q4: 32,310 shares 32,310 $378K 0.01% +1,056 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,068 shares 7,068 $378K 0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 2,346 shares 2,346 $376K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,100 shares; 2025Q4: 1,901 shares 1,901 $375K 0.01% +801 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 100 shares; 2025Q4: 2,490 shares 2,490 $374K 0.01% +2,390 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: 1,000 shares; 2025Q3: not reported; 2025Q4: 9,588 shares 9,588 $374K 0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,505 shares; 2024Q4: 51,596 shares; 2025Q1: 32,349 shares; 2025Q2: 33,861 shares; 2025Q3: 22,628 shares; 2025Q4: 8,205 shares 8,205 $371K 0.01% -14,423 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: 20,655 shares; 2024Q4: 18,241 shares; 2025Q1: 27,153 shares; 2025Q2: 16,195 shares; 2025Q3: 1,975 shares; 2025Q4: 2,282 shares 2,282 $370K 0.01% +307 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 102 shares; 2025Q4: 3,344 shares 3,344 $369K 0.01% +3,242 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: 9,471 shares; 2024Q4: 12,581 shares; 2025Q1: 13,512 shares; 2025Q2: 11,990 shares; 2025Q3: 11,738 shares; 2025Q4: 7,804 shares 7,804 $367K 0.01% -3,934 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,495 shares; 2024Q4: 133,589 shares; 2025Q1: 53,871 shares; 2025Q2: 38,385 shares; 2025Q3: 94,972 shares; 2025Q4: 9,594 shares 9,594 $366K 0.01% -85,378 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,175 shares 4,175 $364K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,799 shares; 2024Q4: 9,724 shares; 2025Q1: 11,499 shares; 2025Q2: 11,450 shares; 2025Q3: 1,836 shares; 2025Q4: 4,472 shares 4,472 $364K 0.01% +2,636 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: 18,708 shares; 2024Q4: 13,673 shares; 2025Q1: 10,139 shares; 2025Q2: 7,838 shares; 2025Q3: 4,844 shares; 2025Q4: 6,405 shares 6,405 $363K 0.01% +1,561 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: 9,212 shares; 2024Q4: 6,978 shares; 2025Q1: 6,988 shares; 2025Q2: 6,511 shares; 2025Q3: 3,408 shares; 2025Q4: 3,705 shares 3,705 $363K 0.01% +297 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 329 shares; 2025Q4: 1,073 shares 1,073 $362K 0.01% +744 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 107 shares; 2025Q4: 3,508 shares 3,508 $361K 0.01% +3,401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 37 shares; 2025Q4: 3,007 shares 3,007 $360K 0.01% +2,970 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 6,918 shares; 2025Q1: 6,918 shares; 2025Q2: 6,490 shares; 2025Q3: 5,908 shares; 2025Q4: 7,929 shares 7,929 $360K 0.01% +2,021 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535 shares; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 28 shares; 2025Q4: 468 shares 468 $358K 0.01% +440 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 11,005 shares; 2025Q1: 23,811 shares; 2025Q2: 32,976 shares; 2025Q3: 320 shares; 2025Q4: 17,807 shares 17,807 $357K 0.01% +17,487 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 27,200 shares; 2025Q1: 23,691 shares; 2025Q2: 3,103 shares; 2025Q3: 78 shares; 2025Q4: 5,920 shares 5,920 $355K 0.01% +5,842 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,858 shares; 2024Q4: 173,753 shares; 2025Q1: 101,675 shares; 2025Q2: 40,612 shares; 2025Q3: not reported; 2025Q4: 7,880 shares 7,880 $355K 0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,908 shares 3,908 $353K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,939 shares; 2024Q4: 22,427 shares; 2025Q1: 20,761 shares; 2025Q2: 16,602 shares; 2025Q3: 7,079 shares; 2025Q4: 4,187 shares 4,187 $353K 0.01% -2,892 Timeline DAPR 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: 17,112 shares; 2024Q4: 17,112 shares; 2025Q1: 17,112 shares; 2025Q2: 18,038 shares; 2025Q3: 17,354 shares; 2025Q4: 8,907 shares 8,907 $350K 0.01% -8,447 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 143 shares; 2025Q4: 1,121 shares 1,121 $350K 0.01% +978 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 8,986 shares 8,986 $350K 0.01% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,760 shares; 2025Q1: 7,760 shares; 2025Q2: 9,379 shares; 2025Q3: 9,335 shares; 2025Q4: 8,210 shares 8,210 $349K 0.01% -1,125 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,248 shares 10,248 $349K 0.01% new Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,416 shares 6,416 $347K 0.01% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 5,892 shares 5,892 $347K 0.01% new Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,550 shares 10,550 $347K 0.01% new Timeline BRC BRADY CORP More: the full row for BRADY 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: 17 shares; 2025Q3: not reported; 2025Q4: 4,422 shares 4,422 $347K 0.01% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 4,599 shares 4,599 $346K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,557 shares; 2025Q1: 1,595 shares; 2025Q2: 1,629 shares; 2025Q3: 1,098 shares; 2025Q4: 1,344 shares 1,344 $346K 0.01% +246 Timeline IGBH 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: 25,738 shares; 2024Q4: 33,529 shares; 2025Q1: 39,404 shares; 2025Q2: 35,051 shares; 2025Q3: 854 shares; 2025Q4: 13,937 shares 13,937 $343K 0.01% +13,083 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,513 shares; 2025Q3: 682 shares; 2025Q4: 13,378 shares 13,378 $342K 0.01% +12,696 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,687 shares; 2025Q3: 3,416 shares; 2025Q4: 10,238 shares 10,238 $342K 0.01% +6,822 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,052 shares; 2024Q4: 50,176 shares; 2025Q1: 50,176 shares; 2025Q2: 54,151 shares; 2025Q3: 57,800 shares; 2025Q4: 42,211 shares 42,211 $342K 0.01% -15,589 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: 1,070 shares; 2024Q4: 1,480 shares; 2025Q1: 4,672 shares; 2025Q2: 5,099 shares; 2025Q3: 922 shares; 2025Q4: 1,015 shares 1,015 $342K 0.01% +93 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 9,351 shares; 2025Q1: 9,332 shares; 2025Q2: 6,702 shares; 2025Q3: 5,239 shares; 2025Q4: 4,645 shares 4,645 $341K 0.01% -594 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,606 shares 3,606 $339K 0.01% new Timeline GAUG 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: 1,796 shares; 2025Q3: 638 shares; 2025Q4: 8,629 shares 8,629 $339K 0.01% +7,991 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 30,512 shares; 2025Q3: 37,557 shares; 2025Q4: 31,521 shares 31,521 $338K 0.01% -6,036 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 4,566 shares; 2025Q1: 4,694 shares; 2025Q2: 2,343 shares; 2025Q3: 2,106 shares; 2025Q4: 5,877 shares 5,877 $338K 0.01% +3,771 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 12,131 shares 12,131 $337K 0.01% +11,612 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 8,303 shares; 2025Q1: 8,318 shares; 2025Q2: 8,549 shares; 2025Q3: 1,503 shares; 2025Q4: 3,331 shares 3,331 $336K 0.01% +1,828 Timeline EIPI 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: 33,462 shares; 2025Q4: 16,911 shares 16,911 $336K 0.01% -16,551 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 184 shares; 2025Q3: not reported; 2025Q4: 7,553 shares 7,553 $334K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246 shares; 2025Q3: not reported; 2025Q4: 2,064 shares 2,064 $334K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,398 shares; 2025Q1: 4,492 shares; 2025Q2: 3,423 shares; 2025Q3: 2,852 shares; 2025Q4: 1,439 shares 1,439 $333K 0.01% -1,413 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,372 shares; 2025Q3: 3,609 shares; 2025Q4: 28,366 shares 28,366 $333K 0.01% +24,757 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 15,853 shares; 2025Q1: 16,099 shares; 2025Q2: 9,999 shares; 2025Q3: 15,853 shares; 2025Q4: 7,642 shares 7,642 $332K 0.01% -8,211 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,603 shares; 2025Q4: 10,403 shares 10,403 $329K 0.01% +8,800 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356 shares; 2025Q3: 235 shares; 2025Q4: 1,431 shares 1,431 $326K 0.01% +1,196 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 408 shares; 2025Q4: 3,039 shares 3,039 $326K 0.01% +2,631 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,747 shares; 2025Q1: 9,708 shares; 2025Q2: 7,531 shares; 2025Q3: 2,237 shares; 2025Q4: 3,498 shares 3,498 $326K 0.01% +1,261 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 465 shares; 2025Q4: 8,600 shares 8,600 $325K 0.01% +8,135 Timeline FMAY 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: 15,779 shares; 2024Q4: 15,261 shares; 2025Q1: 12,279 shares; 2025Q2: 9,821 shares; 2025Q3: 6,830 shares; 2025Q4: 6,071 shares 6,071 $324K 0.01% -759 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,756 shares; 2024Q4: 12,930 shares; 2025Q1: 12,381 shares; 2025Q2: 8,225 shares; 2025Q3: 6,884 shares; 2025Q4: 7,257 shares 7,257 $322K 0.01% +373 Timeline PSMJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,300 shares; 2025Q1: 13,300 shares; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $322K 0.01% new 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: not reported; 2024Q4: 2,643 shares; 2025Q1: 2,900 shares; 2025Q2: 1,587 shares; 2025Q3: 1,471 shares; 2025Q4: 1,566 shares 1,566 $321K 0.01% +95 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 421 shares; 2025Q4: 1,879 shares 1,879 $320K 0.01% +1,458 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,039 shares; 2025Q4: 8,912 shares 8,912 $320K 0.01% -127 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: 26,096 shares; 2024Q4: 21,024 shares; 2025Q1: 35,978 shares; 2025Q2: 12,656 shares; 2025Q3: 2,631 shares; 2025Q4: 11,337 shares 11,337 $320K 0.01% +8,706 Timeline DMAY 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: 17,989 shares; 2024Q4: 15,592 shares; 2025Q1: 15,592 shares; 2025Q2: 13,640 shares; 2025Q3: 13,054 shares; 2025Q4: 7,057 shares 7,057 $319K 0.01% -5,997 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: not reported; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 1,178 shares; 2025Q4: 6,790 shares 6,790 $319K 0.01% +5,612 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,825 shares; 2024Q4: 9,066 shares; 2025Q1: 8,078 shares; 2025Q2: 6,427 shares; 2025Q3: 6,874 shares; 2025Q4: 2,035 shares 2,035 $319K 0.01% -4,839 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,298 shares; 2024Q4: 14,860 shares; 2025Q1: 13,789 shares; 2025Q2: 7,010 shares; 2025Q3: 7,812 shares; 2025Q4: 9,728 shares 9,728 $319K 0.01% +1,916 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,502 shares 9,502 $317K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,082 shares; 2025Q1: 3,124 shares; 2025Q2: 1,943 shares; 2025Q3: 2,121 shares; 2025Q4: 1,940 shares 1,940 $316K 0.01% -181 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,001 shares; 2025Q1: 16,001 shares; 2025Q2: 4,046 shares; 2025Q3: 16,220 shares; 2025Q4: 16,254 shares 16,254 $315K 0.01% +34 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,329 shares; 2024Q4: 49,880 shares; 2025Q1: 58,346 shares; 2025Q2: 37,403 shares; 2025Q3: not reported; 2025Q4: 11,860 shares 11,860 $315K 0.01% new Timeline XMLV 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: 24,564 shares; 2024Q4: 13,331 shares; 2025Q1: 13,363 shares; 2025Q2: 10,110 shares; 2025Q3: 10,326 shares; 2025Q4: 5,038 shares 5,038 $314K 0.01% -5,288 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: 3,878 shares; 2024Q4: 4,092 shares; 2025Q1: 4,181 shares; 2025Q2: 2,623 shares; 2025Q3: 573 shares; 2025Q4: 3,786 shares 3,786 $314K 0.01% +3,213 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 11,723 shares; 2025Q1: 11,659 shares; 2025Q2: 4,286 shares; 2025Q3: 9,226 shares; 2025Q4: 6,598 shares 6,598 $314K 0.01% -2,628 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,130 shares; 2025Q1: 1,147 shares; 2025Q2: 1,006 shares; 2025Q3: 830 shares; 2025Q4: 1,152 shares 1,152 $312K 0.01% +322 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 75 shares; 2025Q3: 106 shares; 2025Q4: 1,354 shares 1,354 $311K 0.01% +1,248 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 1,954 shares; 2025Q4: 2,679 shares 2,679 $311K 0.01% +725 Timeline IYK 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: 7,492 shares; 2024Q4: 8,559 shares; 2025Q1: 7,993 shares; 2025Q2: 8,003 shares; 2025Q3: 584 shares; 2025Q4: 4,645 shares 4,645 $311K 0.01% +4,061 Timeline PTNQ 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: 39,918 shares; 2024Q4: 44,443 shares; 2025Q1: 46,337 shares; 2025Q2: 40,088 shares; 2025Q3: 2,373 shares; 2025Q4: 3,929 shares 3,929 $309K 0.01% +1,556 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,247 shares; 2024Q4: 27,065 shares; 2025Q1: 27,065 shares; 2025Q2: 43,210 shares; 2025Q3: 42,210 shares; 2025Q4: 41,110 shares 41,110 $308K 0.01% -1,100 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,756 shares 8,756 $307K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 260 shares; 2025Q4: 527 shares 527 $306K 0.01% +267 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 15,837 shares 15,837 $305K 0.01% +5,837 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 700 shares; 2025Q4: 3,361 shares 3,361 $305K 0.01% +2,661 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 205 shares; 2025Q4: 6,511 shares 6,511 $305K 0.01% +6,306 Timeline DSEP 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: 15,427 shares; 2024Q4: 15,427 shares; 2025Q1: 15,427 shares; 2025Q2: 7,165 shares; 2025Q3: 11,921 shares; 2025Q4: 6,768 shares 6,768 $304K 0.01% -5,153 Timeline IVVB 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: 39,000 shares; 2025Q1: 19,778 shares; 2025Q2: not reported; 2025Q3: 26,500 shares; 2025Q4: 9,158 shares 9,158 $303K 0.01% -17,342 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: 696 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 617 shares; 2025Q3: 682 shares; 2025Q4: 810 shares 810 $302K 0.01% +128 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,524 shares 20,524 $302K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares 663 $302K 0.01% new Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale 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: 9,669 shares 9,669 $301K 0.01% new Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,730 shares 10,730 $300K 0.01% new 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: 3,750 shares; 2024Q4: 3,584 shares; 2025Q1: 3,250 shares; 2025Q2: 3,433 shares; 2025Q3: 686 shares; 2025Q4: 3,641 shares 3,641 $299K 0.01% +2,955 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328 shares; 2025Q4: 1,315 shares 1,315 $299K 0.01% +987 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,077 shares; 2024Q4: 5,435 shares; 2025Q1: 5,435 shares; 2025Q2: 5,194 shares; 2025Q3: 5,017 shares; 2025Q4: 2,753 shares 2,753 $297K 0.01% -2,264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 1,661 shares; 2025Q4: 1,747 shares 1,747 $296K 0.01% +86 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,020 shares; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 225 shares; 2025Q4: 3,420 shares 3,420 $296K 0.01% +3,195 Timeline XUDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,109 shares 11,109 $294K 0.01% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,495 shares; 2025Q3: 21,692 shares; 2025Q4: 5,359 shares 5,359 $294K 0.01% -16,333 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,818 shares 5,818 $292K 0.01% new Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,750 shares; 2024Q4: 144,890 shares; 2025Q1: 144,890 shares; 2025Q2: 144,890 shares; 2025Q3: 146,170 shares; 2025Q4: 96,571 shares 96,571 $292K 0.01% -49,599 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 600 shares; 2025Q3: not reported; 2025Q4: 23,815 shares 23,815 $292K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,654 shares; 2024Q4: 22,623 shares; 2025Q1: 19,786 shares; 2025Q2: 19,084 shares; 2025Q3: 2,052 shares; 2025Q4: 4,996 shares 4,996 $292K 0.01% +2,944 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,174 shares; 2025Q4: 3,304 shares 3,304 $291K 0.01% +2,130 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 44 shares; 2025Q4: 845 shares 845 $291K 0.01% +801 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: not reported; 2025Q4: 2,349 shares 2,349 $290K 0.01% new 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: 33,829 shares; 2024Q4: 40,969 shares; 2025Q1: 39,820 shares; 2025Q2: 13,284 shares; 2025Q3: 32,855 shares; 2025Q4: 9,317 shares 9,317 $288K 0.01% -23,538 Timeline SPBO 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: 36,310 shares; 2024Q4: 42,091 shares; 2025Q1: 50,876 shares; 2025Q2: 53,652 shares; 2025Q3: 148 shares; 2025Q4: 9,768 shares 9,768 $287K 0.01% +9,620 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,695 shares 3,695 $286K 0.01% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,505 shares 7,505 $285K 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,446 shares; 2024Q4: 11,955 shares; 2025Q1: 8,301 shares; 2025Q2: 4,485 shares; 2025Q3: 3,448 shares; 2025Q4: 2,500 shares 2,500 $285K 0.01% -948 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,533 shares; 2025Q4: 6,025 shares 6,025 $281K 0.01% +4,492 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: 87,046 shares; 2024Q4: 82,198 shares; 2025Q1: 83,621 shares; 2025Q2: 22,274 shares; 2025Q3: 2,114 shares; 2025Q4: 3,138 shares 3,138 $281K 0.01% +1,024 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,695 shares 10,695 $280K 0.01% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: 8,104 shares 8,104 $279K 0.01% +7,890 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: 2,999 shares; 2024Q4: 3,854 shares; 2025Q1: 3,903 shares; 2025Q2: 3,234 shares; 2025Q3: 715 shares; 2025Q4: 2,621 shares 2,621 $277K 0.01% +1,906 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 7,517 shares 7,517 $276K 0.01% +6,577 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: 78,783 shares; 2024Q4: 73,227 shares; 2025Q1: 74,695 shares; 2025Q2: 38,172 shares; 2025Q3: 61,303 shares; 2025Q4: 16,736 shares 16,736 $276K 0.01% -44,567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 4,189 shares 4,189 $275K 0.01% +3,897 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: 4,480 shares; 2024Q4: 3,915 shares; 2025Q1: 3,913 shares; 2025Q2: 1,461 shares; 2025Q3: 2,465 shares; 2025Q4: 3,703 shares 3,703 $275K 0.01% +1,238 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,486 shares; 2025Q2: 2,412 shares; 2025Q3: not reported; 2025Q4: 7,486 shares 7,486 $274K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 624 shares; 2025Q4: 1,212 shares 1,212 $274K 0.01% +588 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,185 shares; 2025Q1: 2,263 shares; 2025Q2: 2,565 shares; 2025Q3: 1,926 shares; 2025Q4: 1,679 shares 1,679 $274K 0.01% -247 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,375 shares 15,375 $274K 0.01% new Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373 shares; 2025Q3: 52 shares; 2025Q4: 3,999 shares 3,999 $271K 0.01% +3,947 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 265 shares; 2025Q3: not reported; 2025Q4: 13,974 shares 13,974 $270K 0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 102 shares; 2025Q4: 2,690 shares 2,690 $270K 0.01% +2,588 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,514 shares; 2025Q3: 7,296 shares; 2025Q4: 3,736 shares 3,736 $269K 0.01% -3,560 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 773 shares; 2025Q3: 600 shares; 2025Q4: 1,476 shares 1,476 $269K 0.01% +876 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,591 shares; 2025Q3: 2,490 shares; 2025Q4: 2,135 shares 2,135 $268K 0.01% -355 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 4,903 shares; 2025Q1: 5,413 shares; 2025Q2: 6,357 shares; 2025Q3: 2,784 shares; 2025Q4: 4,952 shares 4,952 $267K 0.01% +2,168 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 630 shares; 2025Q3: not reported; 2025Q4: 3,400 shares 3,400 $266K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,046 shares; 2025Q1: 783 shares; 2025Q2: 3,173 shares; 2025Q3: 824 shares; 2025Q4: 394 shares 394 $265K 0.01% -430 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,212 shares 8,212 $265K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 635 shares; 2025Q1: 682 shares; 2025Q2: 360 shares; 2025Q3: 474 shares; 2025Q4: 424 shares 424 $264K 0.01% -50 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 853 shares; 2025Q3: 724 shares; 2025Q4: 16,094 shares 16,094 $264K 0.01% +15,370 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,906 shares 5,906 $263K 0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,828 shares; 2025Q1: 6,828 shares; 2025Q2: 5,082 shares; 2025Q3: 8,868 shares; 2025Q4: 3,293 shares 3,293 $262K 0.01% -5,575 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: 5,680 shares; 2024Q4: 4,742 shares; 2025Q1: 4,751 shares; 2025Q2: 4,544 shares; 2025Q3: 2,907 shares; 2025Q4: 2,672 shares 2,672 $261K 0.01% -235 Timeline DBAW 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: 6,785 shares; 2024Q4: 19,180 shares; 2025Q1: 19,180 shares; 2025Q2: 19,532 shares; 2025Q3: 32,429 shares; 2025Q4: 6,313 shares 6,313 $260K 0.01% -26,116 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,264 shares; 2025Q1: 4,291 shares; 2025Q2: 4,538 shares; 2025Q3: 3,734 shares; 2025Q4: 3,066 shares 3,066 $260K 0.01% -668 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 4,418 shares 4,418 $259K 0.01% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,696 shares; 2024Q4: 14,111 shares; 2025Q1: 13,457 shares; 2025Q2: 10,425 shares; 2025Q3: not reported; 2025Q4: 7,151 shares 7,151 $259K 0.01% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 3,210 shares 3,210 $258K 0.01% +3,170 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: 26,022 shares; 2024Q4: 27,031 shares; 2025Q1: 23,656 shares; 2025Q2: 18,877 shares; 2025Q3: 1,263 shares; 2025Q4: 4,087 shares 4,087 $255K 0.01% +2,824 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,971 shares; 2025Q3: 5,659 shares; 2025Q4: 5,336 shares 5,336 $255K 0.01% -323 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: 4,640 shares; 2024Q4: 4,512 shares; 2025Q1: 4,512 shares; 2025Q2: 705 shares; 2025Q3: 4,914 shares; 2025Q4: 2,889 shares 2,889 $255K 0.01% -2,025 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,065 shares 5,065 $254K 0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,742 shares; 2024Q4: 29,883 shares; 2025Q1: 29,883 shares; 2025Q2: 20,919 shares; 2025Q3: 29,639 shares; 2025Q4: 26,634 shares 26,634 $252K 0.01% -3,005 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale 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: 2,075 shares 2,075 $252K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,864 shares; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 5,915 shares; 2025Q4: 6,072 shares 6,072 $250K 0.01% +157 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC 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: 9,676 shares 9,676 $250K 0.01% new 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: 6,635 shares; 2024Q4: 4,983 shares; 2025Q1: 4,987 shares; 2025Q2: 3,569 shares; 2025Q3: 2,541 shares; 2025Q4: 1,931 shares 1,931 $249K 0.01% -610 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 335 shares; 2025Q4: 1,341 shares 1,341 $249K 0.01% +1,006 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 649 shares; 2025Q3: 1,240 shares; 2025Q4: 3,869 shares 3,869 $248K 0.01% +2,629 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 1,204 shares 1,204 $248K 0.01% new Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 951 shares; 2025Q4: 1,903 shares 1,903 $248K 0.01% +952 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,537 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 6,067 shares 6,067 $247K 0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: 8,762 shares 8,762 $247K 0.01% new Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,186 shares 9,186 $246K 0.01% new Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 7,659 shares 7,659 $245K 0.01% +7,559 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: 348 shares; 2024Q4: 331 shares; 2025Q1: 334 shares; 2025Q2: 329 shares; 2025Q3: 308 shares; 2025Q4: 301 shares 301 $244K 0.01% -7 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,901 shares; 2025Q3: 5,356 shares; 2025Q4: 12,863 shares 12,863 $243K 0.01% +7,507 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: 10,548 shares; 2024Q4: 26,527 shares; 2025Q1: 11,471 shares; 2025Q2: 4,945 shares; 2025Q3: 4,006 shares; 2025Q4: 6,358 shares 6,358 $243K 0.01% +2,352 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 215 shares; 2025Q4: 1,344 shares 1,344 $242K 0.01% +1,129 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 927 shares 927 $242K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 715 shares; 2025Q1: 716 shares; 2025Q2: 686 shares; 2025Q3: 218 shares; 2025Q4: 971 shares 971 $240K 0.01% +753 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 626 shares; 2025Q3: 605 shares; 2025Q4: 1,507 shares 1,507 $240K 0.01% +902 Timeline FAN 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: 254,654 shares; 2024Q4: 113,673 shares; 2025Q1: 58,222 shares; 2025Q2: 16,596 shares; 2025Q3: not reported; 2025Q4: 11,647 shares 11,647 $238K 0.01% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,205 shares; 2025Q1: 4,205 shares; 2025Q2: 1,879 shares; 2025Q3: 474 shares; 2025Q4: 4,152 shares 4,152 $238K 0.01% +3,678 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 105 shares; 2025Q4: 500 shares 500 $235K 0.01% +395 Timeline SPHD 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: 12,287 shares; 2024Q4: 12,595 shares; 2025Q1: 12,605 shares; 2025Q2: 11,810 shares; 2025Q3: 8,692 shares; 2025Q4: 4,886 shares 4,886 $235K 0.01% -3,806 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,878 shares; 2025Q3: 225 shares; 2025Q4: 4,434 shares 4,434 $234K 0.01% +4,209 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 1,906 shares; 2025Q3: 2,299 shares; 2025Q4: 1,801 shares 1,801 $234K 0.01% -498 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,302 shares; 2024Q4: 23,304 shares; 2025Q1: 20,669 shares; 2025Q2: 12,620 shares; 2025Q3: 5,605 shares; 2025Q4: 4,670 shares 4,670 $234K 0.01% -935 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,826 shares; 2025Q4: 2,825 shares 2,825 $233K 0.01% +999 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,321 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,321 shares 5,321 $233K 0.01% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,234 shares; 2025Q3: 16,769 shares; 2025Q4: 6,332 shares 6,332 $232K 0.01% -10,437 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,160 shares; 2025Q4: 5,858 shares 5,858 $231K 0.01% +4,698 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: 5,317 shares; 2024Q4: 5,408 shares; 2025Q1: 5,388 shares; 2025Q2: 2,145 shares; 2025Q3: 2,697 shares; 2025Q4: 1,830 shares 1,830 $230K 0.01% -867 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,101 shares; 2025Q2: 3,603 shares; 2025Q3: 1,971 shares; 2025Q4: 3,050 shares 3,050 $230K 0.01% +1,079 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,478 shares; 2025Q1: 2,452 shares; 2025Q2: 2,131 shares; 2025Q3: 449 shares; 2025Q4: 1,761 shares 1,761 $230K 0.01% +1,312 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,911 shares; 2025Q1: 11,967 shares; 2025Q2: 8,516 shares; 2025Q3: 5,416 shares; 2025Q4: 8,520 shares 8,520 $229K 0.01% +3,104 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 9,355 shares; 2025Q1: 8,910 shares; 2025Q2: 2,960 shares; 2025Q3: 4,640 shares; 2025Q4: 4,890 shares 4,890 $228K 0.01% +250 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 5,070 shares; 2025Q1: 5,074 shares; 2025Q2: 3,868 shares; 2025Q3: 5,004 shares; 2025Q4: 3,406 shares 3,406 $228K 0.01% -1,598 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,864 shares; 2024Q4: 26,405 shares; 2025Q1: 26,435 shares; 2025Q2: 15,778 shares; 2025Q3: 10,358 shares; 2025Q4: 5,125 shares 5,125 $227K 0.01% -5,233 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 6,104 shares; 2025Q1: 10,558 shares; 2025Q2: 3,959 shares; 2025Q3: 7,149 shares; 2025Q4: 6,000 shares 6,000 $227K 0.01% -1,149 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,282 shares 1,282 $226K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 530 shares; 2025Q4: 3,070 shares 3,070 $226K 0.01% +2,540 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,159 shares 2,159 $224K 0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,463 shares; 2025Q1: 3,882 shares; 2025Q2: 4,534 shares; 2025Q3: 1,762 shares; 2025Q4: 3,079 shares 3,079 $223K 0.01% +1,317 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 8,100 shares 8,100 $222K 0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 5,096 shares; 2025Q1: 5,072 shares; 2025Q2: 5,766 shares; 2025Q3: 2,078 shares; 2025Q4: 3,177 shares 3,177 $221K 0.01% +1,099 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,592 shares 8,592 $220K 0.01% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,866 shares; 2024Q4: 40,115 shares; 2025Q1: 21,027 shares; 2025Q2: 14,253 shares; 2025Q3: 2,892 shares; 2025Q4: 8,375 shares 8,375 $218K 0.01% +5,483 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,398 shares; 2025Q3: 9,645 shares; 2025Q4: 10,242 shares 10,242 $217K 0.01% +597 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: 8,330 shares; 2024Q4: 7,024 shares; 2025Q1: 7,488 shares; 2025Q2: 6,224 shares; 2025Q3: 5,495 shares; 2025Q4: 3,117 shares 3,117 $216K 0.01% -2,378 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 148 shares; 2025Q4: 3,310 shares 3,310 $216K 0.01% +3,162 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 376 shares; 2025Q3: not reported; 2025Q4: 984 shares 984 $216K 0.01% new Timeline MDIV 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: 129,961 shares; 2024Q4: 50,760 shares; 2025Q1: 22,940 shares; 2025Q2: 22,208 shares; 2025Q3: 22,385 shares; 2025Q4: 13,726 shares 13,726 $216K 0.01% -8,659 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,031 shares; 2024Q4: 16,662 shares; 2025Q1: 19,423 shares; 2025Q2: 18,468 shares; 2025Q3: 2,260 shares; 2025Q4: 3,889 shares 3,889 $216K 0.01% +1,629 Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 7,575 shares; 2025Q1: 7,597 shares; 2025Q2: 3,475 shares; 2025Q3: not reported; 2025Q4: 4,947 shares 4,947 $216K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 185 shares; 2025Q4: 1,043 shares 1,043 $214K 0.01% +858 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 3,849 shares; 2025Q1: 4,768 shares; 2025Q2: 4,706 shares; 2025Q3: 1,792 shares; 2025Q4: 3,041 shares 3,041 $214K 0.01% +1,249 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 100 shares; 2025Q4: 1,999 shares 1,999 $214K 0.01% +1,899 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 356 shares; 2025Q3: 40 shares; 2025Q4: 2,138 shares 2,138 $214K 0.01% +2,098 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,807 shares; 2025Q3: not reported; 2025Q4: 6,492 shares 6,492 $212K 0.01% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,238 shares; 2024Q4: 54,122 shares; 2025Q1: 53,458 shares; 2025Q2: 35,690 shares; 2025Q3: 39,478 shares; 2025Q4: 9,366 shares 9,366 $212K 0.01% -30,112 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 581 shares; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: not reported; 2025Q4: 476 shares 476 $211K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 21 shares; 2025Q4: 233 shares 233 $211K 0.01% +212 Timeline MEMX MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,116 shares; 2024Q4: 10,950 shares; 2025Q1: 10,950 shares; 2025Q2: 11,280 shares; 2025Q3: 11,793 shares; 2025Q4: 5,638 shares 5,638 $211K 0.01% -6,155 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares 7,100 $211K 0.01% 0 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: 2,269 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 2,040 shares; 2025Q3: 2,022 shares; 2025Q4: 1,849 shares 1,849 $210K 0.01% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 5,401 shares 5,401 $209K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 479 shares; 2025Q2: 173 shares; 2025Q3: 17 shares; 2025Q4: 408 shares 408 $209K 0.01% +391 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 9,233 shares 9,233 $208K 0.01% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,201 shares 3,201 $208K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 3,103 shares 3,103 $208K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares 702 $208K 0.01% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,443 shares; 2024Q4: 47,608 shares; 2025Q1: 23,254 shares; 2025Q2: 10,733 shares; 2025Q3: not reported; 2025Q4: 4,299 shares 4,299 $207K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 3,500 shares; 2025Q1: 3,503 shares; 2025Q2: 4,312 shares; 2025Q3: 4,365 shares; 2025Q4: 1,434 shares 1,434 $206K 0.01% -2,931 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: 6,126 shares; 2024Q4: 6,352 shares; 2025Q1: 6,558 shares; 2025Q2: 5,004 shares; 2025Q3: 2,802 shares; 2025Q4: 1,806 shares 1,806 $205K 0.01% -996 Timeline GPIX 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: 10,100 shares; 2025Q4: 3,883 shares 3,883 $205K 0.01% -6,217 Timeline RWR 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: 4,211 shares; 2024Q4: 4,424 shares; 2025Q1: 4,714 shares; 2025Q2: 4,386 shares; 2025Q3: 1,556 shares; 2025Q4: 2,087 shares 2,087 $205K 0.01% +531 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,506 shares; 2025Q4: 5,451 shares 5,451 $204K 0.01% +2,945 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,357 shares; 2024Q4: 78,400 shares; 2025Q1: 177,468 shares; 2025Q2: 3,656 shares; 2025Q3: 3,131 shares; 2025Q4: 7,602 shares 7,602 $203K 0.01% +4,471 Timeline FNX 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: 2,383 shares; 2024Q4: 2,384 shares; 2025Q1: 2,384 shares; 2025Q2: 1,618 shares; 2025Q3: 2,333 shares; 2025Q4: 1,610 shares 1,610 $203K 0.01% -723 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 3,802 shares; 2025Q1: 15,184 shares; 2025Q2: 17,637 shares; 2025Q3: 1,541 shares; 2025Q4: 3,836 shares 3,836 $203K 0.01% +2,295 Timeline CRBN 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: 1,161 shares; 2024Q4: 1,172 shares; 2025Q1: 1,192 shares; 2025Q2: 958 shares; 2025Q3: not reported; 2025Q4: 878 shares 878 $202K 0.01% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,678 shares 1,678 $202K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 150 shares; 2025Q4: 2,547 shares 2,547 $202K 0.01% +2,397 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,317 shares 5,317 $202K 0.01% new Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 5,950 shares; 2025Q3: 12,550 shares; 2025Q4: 8,624 shares 8,624 $202K 0.01% -3,926 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 80 shares; 2025Q4: 100 shares 100 $201K 0.01% +20 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 676 shares; 2025Q3: not reported; 2025Q4: 3,390 shares 3,390 $200K 0.01% new Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,748 shares 6,748 $200K 0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 100 shares; 2025Q4: 10,080 shares 10,080 $193K 0.01% +9,980 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: 17,956 shares; 2024Q4: 20,182 shares; 2025Q1: 20,382 shares; 2025Q2: 11,806 shares; 2025Q3: 11,047 shares; 2025Q4: 10,047 shares 10,047 $178K 0.01% -1,000 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 18,307 shares; 2025Q1: 18,525 shares; 2025Q2: 10,246 shares; 2025Q3: 16,120 shares; 2025Q4: 15,976 shares 15,976 $162K 0.01% -144 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,725 shares; 2024Q4: 20,275 shares; 2025Q1: 29,275 shares; 2025Q2: 8,559 shares; 2025Q3: 6,070 shares; 2025Q4: 24,975 shares 24,975 $157K 0.01% +18,905 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,570 shares; 2024Q4: 29,388 shares; 2025Q1: 29,922 shares; 2025Q2: 35,447 shares; 2025Q3: 26,615 shares; 2025Q4: 17,123 shares 17,123 $147K 0.01% -9,492 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,992 shares; 2024Q4: 21,135 shares; 2025Q1: 17,057 shares; 2025Q2: 17,057 shares; 2025Q3: not reported; 2025Q4: 12,157 shares 12,157 $144K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,316 shares; 2024Q4: 29,412 shares; 2025Q1: 28,532 shares; 2025Q2: 25,687 shares; 2025Q3: 2,884 shares; 2025Q4: 12,654 shares 12,654 $142K 0.01% +9,770 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,623 shares; 2024Q4: 55,167 shares; 2025Q1: 55,167 shares; 2025Q2: 55,255 shares; 2025Q3: 55,295 shares; 2025Q4: 24,909 shares 24,909 $139K 0.01% -30,386 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,656 shares; 2024Q4: 17,156 shares; 2025Q1: 17,156 shares; 2025Q2: 17,156 shares; 2025Q3: 18,156 shares; 2025Q4: 14,428 shares 14,428 $127K <0.01% -3,728 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,489 shares; 2025Q3: 11,302 shares; 2025Q4: 10,690 shares 10,690 $98.6K <0.01% -612 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,471 shares; 2024Q4: 252,223 shares; 2025Q1: 232,749 shares; 2025Q2: 238,313 shares; 2025Q3: 3,959 shares; 2025Q4: 18,460 shares 18,460 $92.3K <0.01% +14,501 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,961 shares; 2024Q4: 18,041 shares; 2025Q1: 18,041 shares; 2025Q2: 17,560 shares; 2025Q3: 17,880 shares; 2025Q4: 13,382 shares 13,382 $84.3K <0.01% -4,498 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,990 shares; 2024Q4: 17,990 shares; 2025Q1: 17,990 shares; 2025Q2: 17,990 shares; 2025Q3: 14,120 shares; 2025Q4: 13,000 shares 13,000 $75.8K <0.01% -1,120 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,585 shares; 2025Q3: 13,375 shares; 2025Q4: 13,650 shares 13,650 $64.4K <0.01% +275 Timeline DCGO DOCGO INC More: the full row for DOCGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 30,000 shares 30,000 $26.3K <0.01% -30,000 Timeline