ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 10,062 shares; 2025Q1: 10,377 shares; 2025Q2: 9,244 shares; 2025Q3: 6,092 shares; 2025Q4: 5,968 shares 5,968 $1.24M 0.02% -124 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: 64,635 shares; 2024Q4: 71,362 shares; 2025Q1: 39,037 shares; 2025Q2: 37,079 shares; 2025Q3: 15,942 shares; 2025Q4: 28,703 shares 28,703 $1.24M 0.02% +12,761 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,549 shares; 2025Q2: 83,865 shares; 2025Q3: 41,869 shares; 2025Q4: 45,504 shares 45,504 $1.24M 0.02% +3,635 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,435 shares; 2024Q4: 30,435 shares; 2025Q1: 29,535 shares; 2025Q2: 29,735 shares; 2025Q3: 28,460 shares; 2025Q4: 28,460 shares 28,460 $1.23M 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 6,323 shares; 2025Q1: 6,668 shares; 2025Q2: 6,376 shares; 2025Q3: 6,734 shares; 2025Q4: 7,110 shares 7,110 $1.23M 0.02% +376 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,713 shares; 2024Q4: 15,100 shares; 2025Q1: 15,495 shares; 2025Q2: 15,621 shares; 2025Q3: 16,563 shares; 2025Q4: 15,356 shares 15,356 $1.23M 0.02% -1,207 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 7,752 shares; 2025Q1: 8,387 shares; 2025Q2: 3,762 shares; 2025Q3: 12,699 shares; 2025Q4: 24,777 shares 24,777 $1.23M 0.02% +12,078 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,832 shares; 2024Q4: 39,372 shares; 2025Q1: 38,793 shares; 2025Q2: 37,932 shares; 2025Q3: 35,550 shares; 2025Q4: 35,410 shares 35,410 $1.23M 0.02% -140 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,451 shares; 2025Q1: 7,593 shares; 2025Q2: 7,845 shares; 2025Q3: 7,140 shares; 2025Q4: 7,002 shares 7,002 $1.23M 0.02% -138 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 19,509 shares; 2025Q1: 18,988 shares; 2025Q2: 14,147 shares; 2025Q3: 13,513 shares; 2025Q4: 15,057 shares 15,057 $1.22M 0.02% +1,544 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 5,338 shares; 2025Q1: 4,834 shares; 2025Q2: 4,481 shares; 2025Q3: 4,599 shares; 2025Q4: 4,524 shares 4,524 $1.22M 0.02% -75 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,575 shares 18,575 $1.22M 0.02% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,396 shares; 2024Q4: 25,691 shares; 2025Q1: 26,113 shares; 2025Q2: 26,382 shares; 2025Q3: 26,790 shares; 2025Q4: 30,760 shares 30,760 $1.22M 0.02% +3,970 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,544 shares; 2024Q4: 67,660 shares; 2025Q1: 63,789 shares; 2025Q2: 72,214 shares; 2025Q3: 69,155 shares; 2025Q4: 67,002 shares 67,002 $1.21M 0.02% -2,153 Timeline JNK 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: 97,864 shares; 2024Q4: 97,028 shares; 2025Q1: 172,849 shares; 2025Q2: 20,839 shares; 2025Q3: 19,201 shares; 2025Q4: 12,346 shares 12,346 $1.2M 0.02% -6,855 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 2,715 shares; 2025Q1: 2,615 shares; 2025Q2: 3,421 shares; 2025Q3: 3,676 shares; 2025Q4: 3,415 shares 3,415 $1.2M 0.02% -261 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,868 shares; 2025Q4: 22,548 shares 22,548 $1.2M 0.02% +6,680 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,719 shares; 2024Q4: 34,435 shares; 2025Q1: 44,785 shares; 2025Q2: 45,733 shares; 2025Q3: 46,314 shares; 2025Q4: 41,095 shares 41,095 $1.18M 0.02% -5,219 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 694 shares; 2025Q1: 819 shares; 2025Q2: 911 shares; 2025Q3: 896 shares; 2025Q4: 891 shares 891 $1.18M 0.02% -5 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,418 shares; 2024Q4: 249,903 shares; 2025Q1: 239,701 shares; 2025Q2: 191,661 shares; 2025Q3: 149,131 shares; 2025Q4: 112,860 shares 112,860 $1.18M 0.02% -36,271 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 10,050 shares; 2025Q1: 10,252 shares; 2025Q2: 11,179 shares; 2025Q3: 9,785 shares; 2025Q4: 9,158 shares 9,158 $1.18M 0.02% -627 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,883 shares; 2025Q1: 6,316 shares; 2025Q2: 6,369 shares; 2025Q3: 6,396 shares; 2025Q4: 8,359 shares 8,359 $1.18M 0.02% +1,963 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 2,966 shares; 2025Q1: 2,808 shares; 2025Q2: 2,769 shares; 2025Q3: 3,219 shares; 2025Q4: 4,074 shares 4,074 $1.18M 0.02% +855 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,475 shares; 2024Q4: 26,286 shares; 2025Q1: 27,082 shares; 2025Q2: 24,765 shares; 2025Q3: 20,711 shares; 2025Q4: 18,337 shares 18,337 $1.17M 0.02% -2,374 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 695 shares; 2025Q1: 787 shares; 2025Q2: 1,156 shares; 2025Q3: 1,352 shares; 2025Q4: 4,068 shares 4,068 $1.17M 0.02% +2,716 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 11,701 shares; 2025Q1: 15,875 shares; 2025Q2: 13,948 shares; 2025Q3: 25,374 shares; 2025Q4: 67,620 shares 67,620 $1.17M 0.02% +42,246 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: 5,627 shares; 2024Q4: 7,272 shares; 2025Q1: 7,627 shares; 2025Q2: 7,588 shares; 2025Q3: 7,620 shares; 2025Q4: 8,874 shares 8,874 $1.16M 0.02% +1,254 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,207 shares; 2025Q1: 13,598 shares; 2025Q2: 33,419 shares; 2025Q3: 24,584 shares; 2025Q4: 22,683 shares 22,683 $1.16M 0.02% -1,901 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 12,198 shares; 2025Q1: 10,809 shares; 2025Q2: 10,810 shares; 2025Q3: 10,817 shares; 2025Q4: 10,818 shares 10,818 $1.14M 0.02% +1 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 7,362 shares; 2025Q1: 7,064 shares; 2025Q2: 6,826 shares; 2025Q3: 6,831 shares; 2025Q4: 6,738 shares 6,738 $1.13M 0.02% -93 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,277 shares; 2024Q4: 43,555 shares; 2025Q1: 43,652 shares; 2025Q2: 41,204 shares; 2025Q3: 43,969 shares; 2025Q4: 30,859 shares 30,859 $1.13M 0.02% -13,110 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,301 shares; 2024Q4: 41,613 shares; 2025Q1: 27,479 shares; 2025Q2: 22,655 shares; 2025Q3: 19,186 shares; 2025Q4: 18,466 shares 18,466 $1.13M 0.02% -720 Timeline PIFI 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: 11,257 shares; 2025Q1: 12,333 shares; 2025Q2: 13,892 shares; 2025Q3: 13,632 shares; 2025Q4: 11,865 shares 11,865 $1.12M 0.02% -1,767 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: not reported; 2025Q3: 3,411 shares; 2025Q4: 6,516 shares 6,516 $1.12M 0.02% +3,105 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,603 shares; 2024Q4: 13,068 shares; 2025Q1: 13,122 shares; 2025Q2: 13,334 shares; 2025Q3: 12,943 shares; 2025Q4: 12,676 shares 12,676 $1.12M 0.02% -267 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,885 shares; 2025Q1: 8,855 shares; 2025Q2: 8,449 shares; 2025Q3: 8,635 shares; 2025Q4: 8,752 shares 8,752 $1.11M 0.02% +117 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,951 shares; 2024Q4: 13,111 shares; 2025Q1: 10,585 shares; 2025Q2: 10,111 shares; 2025Q3: 12,423 shares; 2025Q4: 13,502 shares 13,502 $1.11M 0.02% +1,079 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,768 shares; 2024Q4: 10,569 shares; 2025Q1: not reported; 2025Q2: 21,733 shares; 2025Q3: 24,404 shares; 2025Q4: 31,417 shares 31,417 $1.11M 0.02% +7,013 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,650 shares; 2025Q3: 76,739 shares; 2025Q4: 45,328 shares 45,328 $1.1M 0.02% -31,411 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 23,037 shares; 2025Q1: 28,034 shares; 2025Q2: 22,662 shares; 2025Q3: 16,198 shares; 2025Q4: 28,138 shares 28,138 $1.1M 0.02% +11,940 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 14,325 shares; 2025Q1: 13,224 shares; 2025Q2: 12,578 shares; 2025Q3: 12,158 shares; 2025Q4: 11,828 shares 11,828 $1.1M 0.02% -330 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,616 shares; 2025Q1: 5,591 shares; 2025Q2: 5,371 shares; 2025Q3: 5,033 shares; 2025Q4: 5,639 shares 5,639 $1.1M 0.02% +606 Timeline OCTM 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: 52,170 shares; 2025Q3: 51,917 shares; 2025Q4: 33,709 shares 33,709 $1.1M 0.02% -18,208 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,933 shares; 2024Q4: 7,916 shares; 2025Q1: 7,759 shares; 2025Q2: 7,845 shares; 2025Q3: 8,882 shares; 2025Q4: 8,275 shares 8,275 $1.09M 0.02% -607 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,992 shares; 2025Q4: 34,325 shares 34,325 $1.08M 0.02% +13,333 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,405 shares; 2024Q4: 17,703 shares; 2025Q1: 19,670 shares; 2025Q2: 21,196 shares; 2025Q3: 20,024 shares; 2025Q4: 16,321 shares 16,321 $1.08M 0.02% -3,703 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 5,477 shares; 2025Q1: 5,960 shares; 2025Q2: 5,581 shares; 2025Q3: 6,519 shares; 2025Q4: 6,708 shares 6,708 $1.07M 0.02% +189 Timeline WCMI 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: 52,742 shares; 2025Q3: 52,742 shares; 2025Q4: 62,807 shares 62,807 $1.07M 0.02% +10,065 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,766 shares; 2025Q4: 4,375 shares 4,375 $1.06M 0.02% +2,609 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 20,200 shares; 2025Q4: 72,751 shares 72,751 $1.06M 0.02% +52,551 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,867 shares; 2025Q3: 10,061 shares; 2025Q4: 9,350 shares 9,350 $1.06M 0.02% -711 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 9,066 shares; 2025Q1: 9,624 shares; 2025Q2: 10,058 shares; 2025Q3: 11,137 shares; 2025Q4: 9,996 shares 9,996 $1.05M 0.02% -1,141 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,146 shares; 2024Q4: 40,534 shares; 2025Q1: 41,674 shares; 2025Q2: 41,112 shares; 2025Q3: 40,323 shares; 2025Q4: 37,501 shares 37,501 $1.05M 0.02% -2,822 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: 35,052 shares; 2024Q4: 31,847 shares; 2025Q1: 20,895 shares; 2025Q2: 18,279 shares; 2025Q3: 22,159 shares; 2025Q4: 22,431 shares 22,431 $1.05M 0.02% +272 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,903 shares; 2025Q1: 4,672 shares; 2025Q2: 4,620 shares; 2025Q3: 5,185 shares; 2025Q4: 5,202 shares 5,202 $1.05M 0.02% +17 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: 13,236 shares; 2024Q4: 11,689 shares; 2025Q1: 8,371 shares; 2025Q2: 7,761 shares; 2025Q3: 10,410 shares; 2025Q4: 10,144 shares 10,144 $1.04M 0.02% -266 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,431 shares; 2024Q4: 17,183 shares; 2025Q1: 15,360 shares; 2025Q2: 18,038 shares; 2025Q3: 21,220 shares; 2025Q4: 20,203 shares 20,203 $1.03M 0.02% -1,017 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,017 shares; 2025Q3: 6,762 shares; 2025Q4: 7,078 shares 7,078 $1.02M 0.02% +316 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,819 shares; 2024Q4: 26,554 shares; 2025Q1: 23,554 shares; 2025Q2: 23,554 shares; 2025Q3: 23,230 shares; 2025Q4: 21,830 shares 21,830 $1.02M 0.02% -1,400 Timeline DAX 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: 17,922 shares; 2025Q1: 18,503 shares; 2025Q2: 19,104 shares; 2025Q3: 19,587 shares; 2025Q4: 22,283 shares 22,283 $1.02M 0.02% +2,696 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,708 shares; 2024Q4: 15,815 shares; 2025Q1: 16,901 shares; 2025Q2: 17,131 shares; 2025Q3: 17,085 shares; 2025Q4: 17,050 shares 17,050 $1.02M 0.02% -35 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: 6,923 shares; 2024Q4: 6,213 shares; 2025Q1: 6,882 shares; 2025Q2: 7,627 shares; 2025Q3: 7,691 shares; 2025Q4: 8,061 shares 8,061 $1.01M 0.02% +370 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,700 shares; 2024Q4: 27,768 shares; 2025Q1: 24,268 shares; 2025Q2: 24,268 shares; 2025Q3: 24,268 shares; 2025Q4: 24,278 shares 24,278 $1.01M 0.02% +10 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: 10,883 shares; 2024Q4: 11,582 shares; 2025Q1: 10,862 shares; 2025Q2: 9,747 shares; 2025Q3: 10,661 shares; 2025Q4: 11,478 shares 11,478 $1.01M 0.02% +817 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,351 shares; 2025Q1: 6,056 shares; 2025Q2: 5,888 shares; 2025Q3: 6,738 shares; 2025Q4: 7,394 shares 7,394 $1.01M 0.02% +656 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,139 shares; 2025Q1: 4,779 shares; 2025Q2: 5,567 shares; 2025Q3: 12,843 shares; 2025Q4: 14,294 shares 14,294 $1M 0.02% +1,451 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 17,222 shares; 2025Q1: 18,238 shares; 2025Q2: 18,704 shares; 2025Q3: 18,862 shares; 2025Q4: 19,131 shares 19,131 $1M 0.02% +269 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,627 shares; 2025Q4: 31,696 shares 31,696 $1M 0.02% +5,069 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 5,055 shares; 2025Q1: 4,467 shares; 2025Q2: 4,053 shares; 2025Q3: 4,689 shares; 2025Q4: 4,898 shares 4,898 $1M 0.02% +209 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: 14,799 shares; 2024Q4: 14,448 shares; 2025Q1: 14,971 shares; 2025Q2: 14,167 shares; 2025Q3: 14,168 shares; 2025Q4: 14,080 shares 14,080 $991K 0.02% -88 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: 22,030 shares; 2024Q4: 17,417 shares; 2025Q1: 14,841 shares; 2025Q2: 14,100 shares; 2025Q3: 14,325 shares; 2025Q4: 13,488 shares 13,488 $991K 0.02% -837 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: 9,177 shares; 2024Q4: 5,136 shares; 2025Q1: 5,237 shares; 2025Q2: 13,512 shares; 2025Q3: 6,101 shares; 2025Q4: 5,446 shares 5,446 $991K 0.02% -655 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,295 shares; 2024Q4: 26,317 shares; 2025Q1: 25,826 shares; 2025Q2: 25,460 shares; 2025Q3: 25,473 shares; 2025Q4: 22,850 shares 22,850 $990K 0.02% -2,623 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: 17,088 shares; 2024Q4: 17,645 shares; 2025Q1: 27,072 shares; 2025Q2: 30,506 shares; 2025Q3: 46,325 shares; 2025Q4: 55,595 shares 55,595 $989K 0.02% +9,270 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 19,595 shares; 2025Q1: 11,291 shares; 2025Q2: 11,380 shares; 2025Q3: 9,081 shares; 2025Q4: 8,960 shares 8,960 $987K 0.02% -121 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,426 shares; 2025Q1: 4,202 shares; 2025Q2: 3,209 shares; 2025Q3: 4,264 shares; 2025Q4: 4,855 shares 4,855 $986K 0.02% +591 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: 6,258 shares; 2024Q4: 6,512 shares; 2025Q1: 6,992 shares; 2025Q2: 6,944 shares; 2025Q3: 6,780 shares; 2025Q4: 6,040 shares 6,040 $985K 0.02% -740 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,131 shares; 2025Q1: 4,219 shares; 2025Q2: 4,204 shares; 2025Q3: 4,429 shares; 2025Q4: 4,052 shares 4,052 $984K 0.02% -377 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,785 shares; 2025Q2: 14,907 shares; 2025Q3: 15,244 shares; 2025Q4: 15,386 shares 15,386 $982K 0.02% +142 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,960 shares; 2025Q2: 12,230 shares; 2025Q3: 15,015 shares; 2025Q4: 15,100 shares 15,100 $978K 0.02% +85 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: 14,965 shares; 2024Q4: 12,668 shares; 2025Q1: 11,282 shares; 2025Q2: 8,884 shares; 2025Q3: 8,303 shares; 2025Q4: 8,653 shares 8,653 $977K 0.02% +350 Timeline QCAP 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: 43,580 shares; 2024Q4: 43,580 shares; 2025Q1: 43,580 shares; 2025Q2: 41,180 shares; 2025Q3: 41,180 shares; 2025Q4: 41,180 shares 41,180 $977K 0.02% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,542 shares; 2024Q4: 14,117 shares; 2025Q1: 15,244 shares; 2025Q2: 15,244 shares; 2025Q3: 17,260 shares; 2025Q4: 36,991 shares 36,991 $971K 0.02% +19,731 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,902 shares; 2025Q1: 14,953 shares; 2025Q2: 17,980 shares; 2025Q3: 19,663 shares; 2025Q4: 23,890 shares 23,890 $969K 0.02% +4,227 Timeline MLRG 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: 10,220 shares; 2024Q4: 10,220 shares; 2025Q1: 10,220 shares; 2025Q2: 10,220 shares; 2025Q3: 10,220 shares; 2025Q4: 10,220 shares 10,220 $965K 0.02% 0 Timeline ACWI 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: 13,067 shares; 2024Q4: 13,487 shares; 2025Q1: 13,864 shares; 2025Q2: 13,522 shares; 2025Q3: 12,542 shares; 2025Q4: 6,808 shares 6,808 $963K 0.02% -5,734 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: 23,304 shares; 2024Q4: 27,746 shares; 2025Q1: 23,965 shares; 2025Q2: 21,704 shares; 2025Q3: 20,379 shares; 2025Q4: 16,461 shares 16,461 $961K 0.02% -3,918 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,113 shares; 2024Q4: 110,188 shares; 2025Q1: 108,924 shares; 2025Q2: 103,903 shares; 2025Q3: 95,088 shares; 2025Q4: 84,617 shares 84,617 $957K 0.02% -10,471 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: 33,700 shares; 2024Q4: 31,000 shares; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares 23,500 $957K 0.02% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,299 shares; 2025Q1: 39,299 shares; 2025Q2: 38,579 shares; 2025Q3: 38,579 shares; 2025Q4: 38,579 shares 38,579 $955K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,000 shares; 2025Q1: 4,460 shares; 2025Q2: 4,108 shares; 2025Q3: 4,387 shares; 2025Q4: 4,375 shares 4,375 $950K 0.02% -12 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,645 shares; 2024Q4: 26,948 shares; 2025Q1: 25,881 shares; 2025Q2: 31,866 shares; 2025Q3: 42,442 shares; 2025Q4: 45,963 shares 45,963 $949K 0.02% +3,521 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 42,237 shares; 2025Q1: 25,053 shares; 2025Q2: 22,375 shares; 2025Q3: 20,518 shares; 2025Q4: 18,953 shares 18,953 $948K 0.02% -1,565 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,817 shares; 2024Q4: 19,876 shares; 2025Q1: 19,853 shares; 2025Q2: 19,372 shares; 2025Q3: 19,627 shares; 2025Q4: 20,705 shares 20,705 $945K 0.02% +1,078 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: 3,657 shares; 2024Q4: 3,802 shares; 2025Q1: 3,673 shares; 2025Q2: 3,569 shares; 2025Q3: 3,562 shares; 2025Q4: 3,606 shares 3,606 $942K 0.02% +44 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: 20,729 shares; 2025Q2: 30,197 shares; 2025Q3: 44,293 shares; 2025Q4: 44,319 shares 44,319 $941K 0.02% +26 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,305 shares 12,305 $938K 0.02% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 9,884 shares; 2025Q1: 9,504 shares; 2025Q2: 9,165 shares; 2025Q3: 10,652 shares; 2025Q4: 13,124 shares 13,124 $938K 0.02% +2,472 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: 16,645 shares; 2024Q4: 18,279 shares; 2025Q1: 17,659 shares; 2025Q2: 17,583 shares; 2025Q3: 18,204 shares; 2025Q4: 19,121 shares 19,121 $938K 0.02% +917 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: 4,091 shares; 2024Q4: 4,462 shares; 2025Q1: 4,388 shares; 2025Q2: 4,315 shares; 2025Q3: 4,540 shares; 2025Q4: 4,369 shares 4,369 $935K 0.02% -171 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: 24,470 shares; 2024Q4: 24,902 shares; 2025Q1: 36,186 shares; 2025Q2: 33,398 shares; 2025Q3: 26,055 shares; 2025Q4: 24,338 shares 24,338 $934K 0.02% -1,717 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: 8,842 shares; 2024Q4: 4,975 shares; 2025Q1: 6,856 shares; 2025Q2: 6,244 shares; 2025Q3: 7,555 shares; 2025Q4: 12,364 shares 12,364 $933K 0.02% +4,809 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 12,530 shares; 2025Q1: 12,530 shares; 2025Q2: 12,530 shares; 2025Q3: 12,420 shares; 2025Q4: 12,420 shares 12,420 $931K 0.02% 0 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: 2,453 shares; 2024Q4: 2,121 shares; 2025Q1: 2,394 shares; 2025Q2: 2,715 shares; 2025Q3: 2,386 shares; 2025Q4: 2,631 shares 2,631 $931K 0.02% +245 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,565 shares; 2024Q4: 16,976 shares; 2025Q1: 20,528 shares; 2025Q2: 25,635 shares; 2025Q3: 24,168 shares; 2025Q4: 24,179 shares 24,179 $930K 0.02% +11 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 7,440 shares; 2025Q1: 8,516 shares; 2025Q2: 8,435 shares; 2025Q3: 9,458 shares; 2025Q4: 9,618 shares 9,618 $926K 0.02% +160 Timeline QCJL 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: 39,045 shares; 2025Q4: 38,995 shares 38,995 $925K 0.02% -50 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: 7,094 shares; 2025Q1: 7,975 shares; 2025Q2: 7,805 shares; 2025Q3: 8,710 shares; 2025Q4: 11,069 shares 11,069 $924K 0.02% +2,359 Timeline VFMF 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: 6,842 shares; 2025Q3: 6,855 shares; 2025Q4: 6,126 shares 6,126 $923K 0.02% -729 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,438 shares; 2024Q4: 41,854 shares; 2025Q1: 44,837 shares; 2025Q2: 40,768 shares; 2025Q3: 40,181 shares; 2025Q4: 39,985 shares 39,985 $921K 0.02% -196 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 8,085 shares; 2025Q1: 9,133 shares; 2025Q2: 9,169 shares; 2025Q3: 9,761 shares; 2025Q4: 10,352 shares 10,352 $918K 0.02% +591 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: 12,504 shares; 2025Q1: 2,166 shares; 2025Q2: 13,213 shares; 2025Q3: 15,375 shares; 2025Q4: 9,152 shares 9,152 $914K 0.02% -6,223 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,738 shares; 2025Q1: 8,123 shares; 2025Q2: 6,209 shares; 2025Q3: 5,770 shares; 2025Q4: 6,035 shares 6,035 $913K 0.02% +265 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,250 shares; 2024Q4: 18,393 shares; 2025Q1: 23,800 shares; 2025Q2: 28,721 shares; 2025Q3: 27,861 shares; 2025Q4: 29,880 shares 29,880 $913K 0.02% +2,019 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: 22,515 shares; 2024Q4: 25,983 shares; 2025Q1: 28,757 shares; 2025Q2: 23,832 shares; 2025Q3: 22,371 shares; 2025Q4: 17,250 shares 17,250 $911K 0.02% -5,121 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 6,178 shares; 2025Q1: 7,450 shares; 2025Q2: 10,570 shares; 2025Q3: 11,631 shares; 2025Q4: 9,175 shares 9,175 $911K 0.02% -2,456 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,862 shares; 2024Q4: 30,196 shares; 2025Q1: 26,814 shares; 2025Q2: 32,520 shares; 2025Q3: 34,265 shares; 2025Q4: 37,708 shares 37,708 $906K 0.02% +3,443 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: 19,873 shares; 2024Q4: 16,327 shares; 2025Q1: 12,146 shares; 2025Q2: 13,039 shares; 2025Q3: 13,419 shares; 2025Q4: 12,986 shares 12,986 $901K 0.02% -433 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: 138,965 shares; 2024Q4: 163,411 shares; 2025Q1: 103,477 shares; 2025Q2: 88,664 shares; 2025Q3: 47,406 shares; 2025Q4: 42,589 shares 42,589 $894K 0.02% -4,817 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 12,279 shares; 2025Q1: 12,188 shares; 2025Q2: 11,196 shares; 2025Q3: 11,047 shares; 2025Q4: 10,908 shares 10,908 $894K 0.02% -139 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,950 shares; 2024Q4: 83,878 shares; 2025Q1: 94,815 shares; 2025Q2: 73,727 shares; 2025Q3: 65,784 shares; 2025Q4: 68,105 shares 68,105 $894K 0.02% +2,321 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: 9,319 shares; 2024Q4: 12,106 shares; 2025Q1: 10,497 shares; 2025Q2: 10,859 shares; 2025Q3: 8,789 shares; 2025Q4: 9,107 shares 9,107 $890K 0.02% +318 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,505 shares; 2025Q1: 4,431 shares; 2025Q2: 4,906 shares; 2025Q3: 3,848 shares; 2025Q4: 3,655 shares 3,655 $888K 0.02% -193 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: 11,609 shares; 2024Q4: 8,375 shares; 2025Q1: 17,270 shares; 2025Q2: 18,498 shares; 2025Q3: 19,809 shares; 2025Q4: 19,273 shares 19,273 $884K 0.02% -536 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: 6,948 shares; 2024Q4: 6,804 shares; 2025Q1: 5,564 shares; 2025Q2: 5,565 shares; 2025Q3: 5,386 shares; 2025Q4: 13,578 shares 13,578 $884K 0.02% +8,192 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 4,224 shares; 2025Q1: 4,256 shares; 2025Q2: 3,864 shares; 2025Q3: 3,725 shares; 2025Q4: 4,278 shares 4,278 $884K 0.02% +553 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,948 shares; 2024Q4: 21,349 shares; 2025Q1: 21,474 shares; 2025Q2: 13,443 shares; 2025Q3: 11,430 shares; 2025Q4: 10,593 shares 10,593 $877K 0.02% -837 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,266 shares; 2024Q4: 625,563 shares; 2025Q1: 372,644 shares; 2025Q2: 338,300 shares; 2025Q3: 179,418 shares; 2025Q4: 179,846 shares 179,846 $874K 0.02% +428 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,292 shares; 2025Q1: 3,584 shares; 2025Q2: 3,362 shares; 2025Q3: 2,836 shares; 2025Q4: 3,013 shares 3,013 $874K 0.02% +177 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 7,559 shares; 2025Q1: 5,715 shares; 2025Q2: 8,321 shares; 2025Q3: 11,195 shares; 2025Q4: 11,738 shares 11,738 $872K 0.02% +543 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,373 shares; 2024Q4: 37,508 shares; 2025Q1: 37,716 shares; 2025Q2: 38,040 shares; 2025Q3: 38,362 shares; 2025Q4: 38,783 shares 38,783 $871K 0.02% +421 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: 10,776 shares; 2024Q4: 10,844 shares; 2025Q1: 12,179 shares; 2025Q2: 10,339 shares; 2025Q3: 8,483 shares; 2025Q4: 7,640 shares 7,640 $869K 0.02% -843 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 9,784 shares; 2025Q1: 4,530 shares; 2025Q2: 4,458 shares; 2025Q3: 6,330 shares; 2025Q4: 6,380 shares 6,380 $868K 0.02% +50 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,479 shares; 2024Q4: 9,886 shares; 2025Q1: 8,507 shares; 2025Q2: 6,064 shares; 2025Q3: 8,605 shares; 2025Q4: 8,700 shares 8,700 $868K 0.02% +95 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,550 shares; 2025Q2: 12,050 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares 13,400 $863K 0.01% 0 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 4,295 shares; 2025Q1: 6,286 shares; 2025Q2: 7,380 shares; 2025Q3: 8,193 shares; 2025Q4: 8,408 shares 8,408 $862K 0.01% +215 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 4,767 shares; 2025Q1: 5,431 shares; 2025Q2: 5,040 shares; 2025Q3: 5,201 shares; 2025Q4: 5,547 shares 5,547 $860K 0.01% +346 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 13,617 shares; 2025Q1: 14,061 shares; 2025Q2: 15,040 shares; 2025Q3: 11,298 shares; 2025Q4: 10,364 shares 10,364 $860K 0.01% -934 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,617 shares; 2025Q4: 6,915 shares 6,915 $859K 0.01% +298 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 3,228 shares; 2025Q1: 2,557 shares; 2025Q2: 2,452 shares; 2025Q3: 2,706 shares; 2025Q4: 2,717 shares 2,717 $855K 0.01% +11 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,476 shares; 2024Q4: 16,678 shares; 2025Q1: 21,948 shares; 2025Q2: not reported; 2025Q3: 28,636 shares; 2025Q4: 28,813 shares 28,813 $853K 0.01% +177 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,204 shares; 2024Q4: 68,334 shares; 2025Q1: 62,088 shares; 2025Q2: 57,508 shares; 2025Q3: 36,584 shares; 2025Q4: 14,124 shares 14,124 $850K 0.01% -22,460 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 13,170 shares; 2025Q1: 12,074 shares; 2025Q2: 11,956 shares; 2025Q3: 11,589 shares; 2025Q4: 11,450 shares 11,450 $843K 0.01% -139 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,916 shares; 2024Q4: 79,409 shares; 2025Q1: 77,838 shares; 2025Q2: 77,162 shares; 2025Q3: 77,534 shares; 2025Q4: 62,411 shares 62,411 $843K 0.01% -15,123 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 6,616 shares; 2025Q1: 7,522 shares; 2025Q2: 10,413 shares; 2025Q3: 10,666 shares; 2025Q4: 10,629 shares 10,629 $842K 0.01% -37 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,139 shares; 2025Q1: 3,135 shares; 2025Q2: 3,068 shares; 2025Q3: 3,282 shares; 2025Q4: 3,257 shares 3,257 $841K 0.01% -25 Timeline XLC 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: 7,327 shares; 2024Q4: 6,988 shares; 2025Q1: 6,547 shares; 2025Q2: 6,929 shares; 2025Q3: 7,391 shares; 2025Q4: 7,116 shares 7,116 $838K 0.01% -275 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 6,383 shares; 2025Q1: 7,031 shares; 2025Q2: 6,722 shares; 2025Q3: 5,345 shares; 2025Q4: 5,339 shares 5,339 $837K 0.01% -6 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,176 shares; 2025Q1: 1,151 shares; 2025Q2: 1,270 shares; 2025Q3: 1,243 shares; 2025Q4: 1,378 shares 1,378 $834K 0.01% +135 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,521 shares; 2025Q1: 8,625 shares; 2025Q2: 9,619 shares; 2025Q3: 9,009 shares; 2025Q4: 8,606 shares 8,606 $833K 0.01% -403 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: 2,951 shares; 2024Q4: 2,857 shares; 2025Q1: 3,143 shares; 2025Q2: 3,198 shares; 2025Q3: 3,082 shares; 2025Q4: 4,045 shares 4,045 $831K 0.01% +963 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: 17,810 shares; 2024Q4: 17,810 shares; 2025Q1: 17,810 shares; 2025Q2: 17,523 shares; 2025Q3: 17,523 shares; 2025Q4: 17,523 shares 17,523 $830K 0.01% 0 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: 1,704 shares; 2024Q4: 2,556 shares; 2025Q1: 2,570 shares; 2025Q2: 2,606 shares; 2025Q3: 2,523 shares; 2025Q4: 2,215 shares 2,215 $827K 0.01% -308 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,714 shares; 2025Q4: 19,766 shares 19,766 $825K 0.01% +15,052 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,717 shares; 2024Q4: 16,693 shares; 2025Q1: 23,108 shares; 2025Q2: 24,319 shares; 2025Q3: 26,610 shares; 2025Q4: 20,058 shares 20,058 $825K 0.01% -6,552 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,309 shares 16,309 $821K 0.01% new 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: 27,596 shares; 2024Q4: 28,694 shares; 2025Q1: 28,531 shares; 2025Q2: 28,428 shares; 2025Q3: 16,206 shares; 2025Q4: 11,529 shares 11,529 $818K 0.01% -4,677 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 5,870 shares; 2025Q1: 5,553 shares; 2025Q2: 5,342 shares; 2025Q3: 4,574 shares; 2025Q4: 5,084 shares 5,084 $817K 0.01% +510 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 15,276 shares; 2025Q1: 15,233 shares; 2025Q2: 14,871 shares; 2025Q3: 14,849 shares; 2025Q4: 15,566 shares 15,566 $815K 0.01% +717 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: 19,342 shares; 2024Q4: 18,220 shares; 2025Q1: 13,578 shares; 2025Q2: 13,795 shares; 2025Q3: 10,510 shares; 2025Q4: 9,749 shares 9,749 $809K 0.01% -761 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,687 shares; 2024Q4: 52,747 shares; 2025Q1: 54,457 shares; 2025Q2: 69,707 shares; 2025Q3: 67,272 shares; 2025Q4: 83,184 shares 83,184 $804K 0.01% +15,912 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC 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: 102,368 shares; 2025Q3: 77,818 shares; 2025Q4: 77,818 shares 77,818 $804K 0.01% 0 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: 16,620 shares; 2024Q4: 16,772 shares; 2025Q1: 16,649 shares; 2025Q2: 16,893 shares; 2025Q3: 16,909 shares; 2025Q4: 17,166 shares 17,166 $804K 0.01% +257 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,823 shares; 2025Q1: 22,488 shares; 2025Q2: 23,597 shares; 2025Q3: 22,867 shares; 2025Q4: 23,320 shares 23,320 $802K 0.01% +453 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 9,868 shares; 2025Q1: 11,889 shares; 2025Q2: 10,916 shares; 2025Q3: 10,264 shares; 2025Q4: 9,204 shares 9,204 $802K 0.01% -1,060 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,151 shares; 2025Q4: 20,668 shares 20,668 $798K 0.01% -483 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,330 shares; 2025Q1: 5,404 shares; 2025Q2: 5,012 shares; 2025Q3: 4,865 shares; 2025Q4: 4,927 shares 4,927 $796K 0.01% +62 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: 7,799 shares; 2024Q4: 9,312 shares; 2025Q1: 9,642 shares; 2025Q2: 11,588 shares; 2025Q3: 9,716 shares; 2025Q4: 11,690 shares 11,690 $787K 0.01% +1,974 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,616 shares; 2025Q1: 1,658 shares; 2025Q2: 1,621 shares; 2025Q3: 2,666 shares; 2025Q4: 3,257 shares 3,257 $786K 0.01% +591 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,104 shares; 2024Q4: 7,797 shares; 2025Q1: 12,228 shares; 2025Q2: 10,083 shares; 2025Q3: 10,968 shares; 2025Q4: 7,647 shares 7,647 $783K 0.01% -3,321 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: not reported; 2025Q1: 3,406 shares; 2025Q2: 2,355 shares; 2025Q3: 4,266 shares; 2025Q4: 5,310 shares 5,310 $778K 0.01% +1,044 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 10,582 shares; 2025Q1: 10,376 shares; 2025Q2: 11,387 shares; 2025Q3: 11,236 shares; 2025Q4: 11,143 shares 11,143 $777K 0.01% -93 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,664 shares; 2024Q4: 14,641 shares; 2025Q1: 15,270 shares; 2025Q2: 12,787 shares; 2025Q3: 14,573 shares; 2025Q4: 19,255 shares 19,255 $774K 0.01% +4,682 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,915 shares 7,915 $772K 0.01% new 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: 1,125 shares; 2024Q4: 1,247 shares; 2025Q1: 1,278 shares; 2025Q2: 1,458 shares; 2025Q3: 1,206 shares; 2025Q4: 1,003 shares 1,003 $768K 0.01% -203 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: 3,389 shares; 2024Q4: 3,577 shares; 2025Q1: 8,966 shares; 2025Q2: 7,087 shares; 2025Q3: 8,390 shares; 2025Q4: 9,767 shares 9,767 $765K 0.01% +1,377 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 405 shares; 2025Q2: 664 shares; 2025Q3: 993 shares; 2025Q4: 1,902 shares 1,902 $763K 0.01% +909 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,298 shares; 2024Q4: 28,400 shares; 2025Q1: 25,483 shares; 2025Q2: 24,730 shares; 2025Q3: 28,641 shares; 2025Q4: 28,930 shares 28,930 $759K 0.01% +289 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 10,565 shares; 2025Q1: 10,073 shares; 2025Q2: 3,114 shares; 2025Q3: 4,522 shares; 2025Q4: 3,895 shares 3,895 $756K 0.01% -627 Timeline IDOG 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: 12,767 shares; 2025Q1: 23,000 shares; 2025Q2: 20,707 shares; 2025Q3: 20,203 shares; 2025Q4: 19,552 shares 19,552 $754K 0.01% -651 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 6,162 shares; 2025Q1: 7,150 shares; 2025Q2: 8,427 shares; 2025Q3: 7,206 shares; 2025Q4: 8,154 shares 8,154 $754K 0.01% +948 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,872 shares; 2025Q3: 3,967 shares; 2025Q4: 3,939 shares 3,939 $753K 0.01% -28 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: 7,596 shares; 2024Q4: 8,290 shares; 2025Q1: 6,530 shares; 2025Q2: 7,510 shares; 2025Q3: 10,093 shares; 2025Q4: 10,210 shares 10,210 $752K 0.01% +117 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,042 shares; 2024Q4: 9,732 shares; 2025Q1: 18,657 shares; 2025Q2: 19,059 shares; 2025Q3: 21,977 shares; 2025Q4: 20,388 shares 20,388 $740K 0.01% -1,589 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,482 shares 26,482 $736K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,983 shares; 2025Q1: 2,888 shares; 2025Q2: 2,675 shares; 2025Q3: 2,601 shares; 2025Q4: 2,873 shares 2,873 $736K 0.01% +272 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,387 shares; 2025Q2: 9,706 shares; 2025Q3: 9,564 shares; 2025Q4: 9,237 shares 9,237 $735K 0.01% -327 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,746 shares; 2025Q1: 2,736 shares; 2025Q2: 2,691 shares; 2025Q3: 2,611 shares; 2025Q4: 2,662 shares 2,662 $735K 0.01% +51 Timeline NUKZ 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: 7,190 shares; 2025Q2: 7,444 shares; 2025Q3: 11,437 shares; 2025Q4: 11,523 shares 11,523 $732K 0.01% +86 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,826 shares; 2025Q1: 1,822 shares; 2025Q2: 1,669 shares; 2025Q3: 1,706 shares; 2025Q4: 1,630 shares 1,630 $731K 0.01% -76 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,872 shares; 2025Q1: 7,872 shares; 2025Q2: 7,872 shares; 2025Q3: 7,872 shares; 2025Q4: 7,872 shares 7,872 $731K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 7,271 shares; 2025Q1: 7,916 shares; 2025Q2: 9,990 shares; 2025Q3: 9,043 shares; 2025Q4: 8,549 shares 8,549 $729K 0.01% -494 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: 3,119 shares; 2024Q4: 2,990 shares; 2025Q1: 2,935 shares; 2025Q2: 3,696 shares; 2025Q3: 3,714 shares; 2025Q4: 3,695 shares 3,695 $728K 0.01% -19 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: not reported; 2025Q3: 6,283 shares; 2025Q4: 10,006 shares 10,006 $727K 0.01% +3,723 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,359 shares; 2025Q1: 2,757 shares; 2025Q2: 3,081 shares; 2025Q3: 3,206 shares; 2025Q4: 3,229 shares 3,229 $726K 0.01% +23 Timeline EGUS 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: 14,380 shares; 2025Q1: 14,380 shares; 2025Q2: 13,737 shares; 2025Q3: 13,730 shares; 2025Q4: 13,716 shares 13,716 $726K 0.01% -14 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,483 shares; 2024Q4: 74,227 shares; 2025Q1: 69,902 shares; 2025Q2: 63,735 shares; 2025Q3: 53,299 shares; 2025Q4: 53,404 shares 53,404 $723K 0.01% +105 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: 54,702 shares; 2025Q3: 66,555 shares; 2025Q4: 54,333 shares 54,333 $722K 0.01% -12,222 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 14,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,352 shares; 2025Q3: 13,000 shares; 2025Q4: 13,425 shares 13,425 $721K 0.01% +425 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,071 shares; 2025Q3: 15,327 shares; 2025Q4: 18,827 shares 18,827 $720K 0.01% +3,500 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: 4,891 shares; 2024Q4: 4,588 shares; 2025Q1: 2,851 shares; 2025Q2: 4,659 shares; 2025Q3: 4,193 shares; 2025Q4: 4,218 shares 4,218 $715K 0.01% +25 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: 8,829 shares; 2024Q4: 9,347 shares; 2025Q1: 9,950 shares; 2025Q2: 9,520 shares; 2025Q3: 10,329 shares; 2025Q4: 11,382 shares 11,382 $711K 0.01% +1,053 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,077 shares; 2025Q1: 2,236 shares; 2025Q2: 2,198 shares; 2025Q3: 1,854 shares; 2025Q4: 2,014 shares 2,014 $711K 0.01% +160 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,018 shares; 2025Q1: 5,229 shares; 2025Q2: 4,832 shares; 2025Q3: 4,630 shares; 2025Q4: 5,552 shares 5,552 $709K 0.01% +922 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,889 shares; 2025Q3: 34,083 shares; 2025Q4: 47,095 shares 47,095 $709K 0.01% +13,012 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: 8,705 shares; 2024Q4: 8,233 shares; 2025Q1: 8,603 shares; 2025Q2: 8,377 shares; 2025Q3: 8,611 shares; 2025Q4: 5,207 shares 5,207 $707K 0.01% -3,404 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,215 shares; 2025Q1: 3,484 shares; 2025Q2: 3,249 shares; 2025Q3: 2,960 shares; 2025Q4: 3,271 shares 3,271 $703K 0.01% +311 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: 18,222 shares; 2025Q1: 14,195 shares; 2025Q2: 21,179 shares; 2025Q3: 24,387 shares; 2025Q4: 24,845 shares 24,845 $702K 0.01% +458 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 6,355 shares; 2025Q1: 6,665 shares; 2025Q2: 6,414 shares; 2025Q3: 6,354 shares; 2025Q4: 6,450 shares 6,450 $700K 0.01% +96 Timeline SMTH 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: 27,351 shares; 2024Q4: 26,823 shares; 2025Q1: 26,901 shares; 2025Q2: 26,853 shares; 2025Q3: 26,831 shares; 2025Q4: 26,797 shares 26,797 $699K 0.01% -34 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,635 shares; 2024Q4: 23,683 shares; 2025Q1: 23,942 shares; 2025Q2: 11,769 shares; 2025Q3: 10,874 shares; 2025Q4: 10,027 shares 10,027 $697K 0.01% -847 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,538 shares; 2024Q4: 23,856 shares; 2025Q1: 21,635 shares; 2025Q2: 20,349 shares; 2025Q3: 18,264 shares; 2025Q4: 18,603 shares 18,603 $696K 0.01% +339 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,498 shares; 2025Q1: 1,542 shares; 2025Q2: 1,678 shares; 2025Q3: 1,979 shares; 2025Q4: 2,419 shares 2,419 $695K 0.01% +440 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 363 shares; 2025Q1: 347 shares; 2025Q2: 346 shares; 2025Q3: 329 shares; 2025Q4: 322 shares 322 $692K 0.01% -7 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: 24,738 shares; 2024Q4: 27,253 shares; 2025Q1: 6,421 shares; 2025Q2: 5,227 shares; 2025Q3: 5,039 shares; 2025Q4: 4,888 shares 4,888 $690K 0.01% -151 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,142 shares 22,142 $685K 0.01% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,700 shares; 2024Q4: 10,710 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 12,210 shares; 2025Q4: 12,210 shares 12,210 $679K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 5,433 shares; 2025Q1: 5,242 shares; 2025Q2: 5,575 shares; 2025Q3: 5,757 shares; 2025Q4: 5,684 shares 5,684 $678K 0.01% -73 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: 7,626 shares; 2024Q4: 9,086 shares; 2025Q1: 7,742 shares; 2025Q2: 7,610 shares; 2025Q3: 7,410 shares; 2025Q4: 7,133 shares 7,133 $672K 0.01% -277 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 11,962 shares; 2025Q1: 14,007 shares; 2025Q2: 12,210 shares; 2025Q3: 10,911 shares; 2025Q4: 8,416 shares 8,416 $671K 0.01% -2,495 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 6,312 shares; 2025Q1: 7,105 shares; 2025Q2: 6,627 shares; 2025Q3: 4,325 shares; 2025Q4: 3,637 shares 3,637 $669K 0.01% -688 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,878 shares; 2024Q4: 40,466 shares; 2025Q1: 42,926 shares; 2025Q2: 42,950 shares; 2025Q3: 42,971 shares; 2025Q4: 41,571 shares 41,571 $669K 0.01% -1,400 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 15,414 shares; 2025Q1: 15,440 shares; 2025Q2: 15,289 shares; 2025Q3: 15,155 shares; 2025Q4: 15,198 shares 15,198 $665K 0.01% +43 Timeline PXH 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: 24,051 shares; 2024Q4: 25,375 shares; 2025Q1: 25,257 shares; 2025Q2: 21,512 shares; 2025Q3: 21,023 shares; 2025Q4: 25,722 shares 25,722 $664K 0.01% +4,699 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: 3,140 shares; 2024Q4: 3,165 shares; 2025Q1: 4,560 shares; 2025Q2: 10,079 shares; 2025Q3: 5,903 shares; 2025Q4: 6,278 shares 6,278 $664K 0.01% +375 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,534 shares; 2025Q1: 1,196 shares; 2025Q2: 1,153 shares; 2025Q3: 2,371 shares; 2025Q4: 3,207 shares 3,207 $661K 0.01% +836 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,151 shares; 2024Q4: 20,455 shares; 2025Q1: 20,455 shares; 2025Q2: 19,811 shares; 2025Q3: 12,807 shares; 2025Q4: 10,464 shares 10,464 $661K 0.01% -2,343 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO 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: 11,271 shares; 2025Q4: 11,180 shares 11,180 $661K 0.01% -91 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,818 shares; 2024Q4: 56,157 shares; 2025Q1: 51,734 shares; 2025Q2: 62,722 shares; 2025Q3: 64,774 shares; 2025Q4: 71,646 shares 71,646 $658K 0.01% +6,872 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: 16,497 shares; 2025Q3: 15,797 shares; 2025Q4: 11,947 shares 11,947 $656K 0.01% -3,850 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,497 shares; 2025Q4: 5,377 shares 5,377 $656K 0.01% +2,880 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 20,374 shares; 2025Q1: 19,420 shares; 2025Q2: 18,531 shares; 2025Q3: 23,223 shares; 2025Q4: 24,120 shares 24,120 $654K 0.01% +897 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,040 shares; 2025Q1: 2,362 shares; 2025Q2: 2,161 shares; 2025Q3: 3,025 shares; 2025Q4: 3,139 shares 3,139 $652K 0.01% +114 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 39,329 shares; 2025Q2: 47,769 shares; 2025Q3: 47,769 shares; 2025Q4: 47,769 shares 47,769 $648K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,941 shares; 2025Q1: 2,779 shares; 2025Q2: 2,573 shares; 2025Q3: 2,497 shares; 2025Q4: 3,033 shares 3,033 $647K 0.01% +536 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,790 shares; 2024Q4: 10,508 shares; 2025Q1: 11,454 shares; 2025Q2: 11,401 shares; 2025Q3: 22,284 shares; 2025Q4: 37,145 shares 37,145 $644K 0.01% +14,861 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 1,902 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,054 shares; 2025Q4: 3,316 shares 3,316 $642K 0.01% +262 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 8,432 shares; 2025Q1: 10,092 shares; 2025Q2: 11,380 shares; 2025Q3: 13,172 shares; 2025Q4: 17,542 shares 17,542 $640K 0.01% +4,370 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,838 shares; 2025Q1: 10,838 shares; 2025Q2: 10,838 shares; 2025Q3: 9,908 shares; 2025Q4: 7,728 shares 7,728 $639K 0.01% -2,180 Timeline RSPT 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: 37,493 shares; 2024Q4: 26,045 shares; 2025Q1: 15,003 shares; 2025Q2: 14,550 shares; 2025Q3: 14,476 shares; 2025Q4: 14,043 shares 14,043 $639K 0.01% -433 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,983 shares; 2024Q4: 17,484 shares; 2025Q1: 25,483 shares; 2025Q2: 16,733 shares; 2025Q3: 18,733 shares; 2025Q4: 28,733 shares 28,733 $638K 0.01% +10,000 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,603 shares; 2025Q1: 2,616 shares; 2025Q2: 2,851 shares; 2025Q3: 2,937 shares; 2025Q4: 2,861 shares 2,861 $636K 0.01% -76 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: 5,558 shares; 2024Q4: 26,712 shares; 2025Q1: 26,394 shares; 2025Q2: 27,117 shares; 2025Q3: 26,077 shares; 2025Q4: 24,795 shares 24,795 $635K 0.01% -1,282 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,957 shares; 2025Q3: 12,906 shares; 2025Q4: 12,945 shares 12,945 $634K 0.01% +39 Timeline IDU 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: 132,123 shares; 2024Q4: 126,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,826 shares 5,826 $631K 0.01% new Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & 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: 10,000 shares; 2025Q3: 13,105 shares; 2025Q4: 23,952 shares 23,952 $630K 0.01% +10,847 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,196 shares; 2025Q1: 6,006 shares; 2025Q2: 6,006 shares; 2025Q3: 6,375 shares; 2025Q4: 6,390 shares 6,390 $625K 0.01% +15 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: 8,949 shares; 2024Q4: 10,384 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,075 shares; 2025Q4: 8,939 shares 8,939 $623K 0.01% -1,136 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: 2,695 shares; 2024Q4: 3,339 shares; 2025Q1: 4,556 shares; 2025Q2: 4,305 shares; 2025Q3: 4,243 shares; 2025Q4: 4,127 shares 4,127 $620K 0.01% -116 Timeline PSCT 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: 12,228 shares; 2024Q4: 12,228 shares; 2025Q1: 12,385 shares; 2025Q2: 10,515 shares; 2025Q3: 10,705 shares; 2025Q4: 10,949 shares 10,949 $620K 0.01% +244 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,983 shares; 2025Q1: 4,992 shares; 2025Q2: 5,198 shares; 2025Q3: 5,136 shares; 2025Q4: 5,528 shares 5,528 $618K 0.01% +392 Timeline IFRA 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: 20,851 shares; 2024Q4: 22,620 shares; 2025Q1: 13,685 shares; 2025Q2: 13,284 shares; 2025Q3: 11,881 shares; 2025Q4: 11,701 shares 11,701 $616K 0.01% -180 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,167 shares; 2025Q1: 12,351 shares; 2025Q2: 12,638 shares; 2025Q3: 12,580 shares; 2025Q4: 12,569 shares 12,569 $615K 0.01% -11 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,406 shares; 2025Q1: 4,769 shares; 2025Q2: 6,283 shares; 2025Q3: 5,720 shares; 2025Q4: 6,829 shares 6,829 $615K 0.01% +1,109 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,893 shares; 2025Q1: 3,833 shares; 2025Q2: 3,770 shares; 2025Q3: 3,606 shares; 2025Q4: 3,593 shares 3,593 $614K 0.01% -13 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 5,032 shares; 2025Q1: 5,208 shares; 2025Q2: 5,660 shares; 2025Q3: 5,558 shares; 2025Q4: 5,233 shares 5,233 $611K 0.01% -325 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,911 shares; 2025Q1: 38,945 shares; 2025Q2: 36,865 shares; 2025Q3: 36,865 shares; 2025Q4: 44,865 shares 44,865 $611K 0.01% +8,000 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: 3,465 shares; 2025Q1: 3,785 shares; 2025Q2: 5,350 shares; 2025Q3: 7,090 shares; 2025Q4: 2,654 shares 2,654 $610K 0.01% -4,436 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 19,286 shares; 2025Q1: 16,319 shares; 2025Q2: 16,543 shares; 2025Q3: 13,260 shares; 2025Q4: 13,229 shares 13,229 $610K 0.01% -31 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,989 shares 1,989 $609K 0.01% +943 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: 15,884 shares; 2025Q1: 20,471 shares; 2025Q2: 15,830 shares; 2025Q3: 22,946 shares; 2025Q4: 16,124 shares 16,124 $609K 0.01% -6,822 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM 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: 52,618 shares 52,618 $609K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,202 shares 10,202 $609K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,339 shares; 2024Q4: 40,851 shares; 2025Q1: 21,307 shares; 2025Q2: 8,969 shares; 2025Q3: 7,731 shares; 2025Q4: 6,302 shares 6,302 $606K 0.01% -1,429 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,298 shares; 2024Q4: 33,398 shares; 2025Q1: 24,400 shares; 2025Q2: 21,862 shares; 2025Q3: 21,118 shares; 2025Q4: 19,122 shares 19,122 $605K 0.01% -1,996 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 8,276 shares; 2025Q1: 7,914 shares; 2025Q2: 11,697 shares; 2025Q3: 9,476 shares; 2025Q4: 6,907 shares 6,907 $603K 0.01% -2,569 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,552 shares; 2025Q1: 2,573 shares; 2025Q2: 2,863 shares; 2025Q3: 2,905 shares; 2025Q4: 2,697 shares 2,697 $602K 0.01% -208 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 11,879 shares; 2025Q1: 11,990 shares; 2025Q2: 12,856 shares; 2025Q3: 13,809 shares; 2025Q4: 13,123 shares 13,123 $601K 0.01% -686 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,423 shares; 2025Q1: 2,481 shares; 2025Q2: 3,964 shares; 2025Q3: 4,298 shares; 2025Q4: 4,379 shares 4,379 $598K 0.01% +81 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,069 shares; 2025Q1: 8,025 shares; 2025Q2: 7,904 shares; 2025Q3: 7,526 shares; 2025Q4: 7,458 shares 7,458 $595K 0.01% -68 Timeline UFOX 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: 10,217 shares; 2024Q4: 11,447 shares; 2025Q1: 11,062 shares; 2025Q2: 9,533 shares; 2025Q3: 9,533 shares; 2025Q4: 9,315 shares 9,315 $595K 0.01% -218 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: 1,100 shares; 2024Q4: 747 shares; 2025Q1: 809 shares; 2025Q2: 889 shares; 2025Q3: 678 shares; 2025Q4: 656 shares 656 $594K 0.01% -22 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,645 shares; 2024Q4: 53,856 shares; 2025Q1: 55,517 shares; 2025Q2: 54,494 shares; 2025Q3: 54,400 shares; 2025Q4: 54,333 shares 54,333 $592K 0.01% -67 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: 15,711 shares; 2024Q4: 15,752 shares; 2025Q1: 13,076 shares; 2025Q2: 13,159 shares; 2025Q3: 13,358 shares; 2025Q4: 13,334 shares 13,334 $591K 0.01% -24 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,910 shares; 2025Q1: 4,323 shares; 2025Q2: 3,362 shares; 2025Q3: 3,771 shares; 2025Q4: 3,712 shares 3,712 $591K 0.01% -59 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 7,061 shares; 2025Q1: 7,065 shares; 2025Q2: 7,074 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares 7,045 $589K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,295 shares; 2024Q4: 122,641 shares; 2025Q1: 127,795 shares; 2025Q2: 125,118 shares; 2025Q3: 123,387 shares; 2025Q4: 110,671 shares 110,671 $587K 0.01% -12,716 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: 6,802 shares; 2024Q4: not reported; 2025Q1: 6,711 shares; 2025Q2: 5,992 shares; 2025Q3: 20,570 shares; 2025Q4: 14,196 shares 14,196 $584K 0.01% -6,374 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,229 shares; 2025Q1: 35,229 shares; 2025Q2: 35,189 shares; 2025Q3: 35,189 shares; 2025Q4: 35,189 shares 35,189 $580K 0.01% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,558 shares; 2025Q2: 24,745 shares; 2025Q3: 26,555 shares; 2025Q4: 21,866 shares 21,866 $580K 0.01% -4,689 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: not reported; 2024Q4: 1,935 shares; 2025Q1: 2,607 shares; 2025Q2: 2,073 shares; 2025Q3: 2,105 shares; 2025Q4: 3,198 shares 3,198 $580K 0.01% +1,093 Timeline SNSR 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: 17,450 shares; 2025Q1: 16,571 shares; 2025Q2: 16,294 shares; 2025Q3: 15,995 shares; 2025Q4: 15,630 shares 15,630 $578K 0.01% -365 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 16,935 shares; 2025Q1: 15,225 shares; 2025Q2: 15,077 shares; 2025Q3: 14,169 shares; 2025Q4: 14,068 shares 14,068 $575K 0.01% -101 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 3,399 shares; 2025Q3: 10,002 shares; 2025Q4: 4,627 shares 4,627 $574K 0.01% -5,375 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,353 shares; 2025Q1: 2,576 shares; 2025Q2: 1,370 shares; 2025Q3: 1,602 shares; 2025Q4: 1,418 shares 1,418 $572K 0.01% -184 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,915 shares 22,915 $567K 0.01% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,975 shares; 2024Q4: 7,975 shares; 2025Q1: 7,975 shares; 2025Q2: 7,975 shares; 2025Q3: 7,975 shares; 2025Q4: 8,371 shares 8,371 $566K 0.01% +396 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,576 shares; 2025Q1: 17,276 shares; 2025Q2: 16,136 shares; 2025Q3: 15,137 shares; 2025Q4: 21,336 shares 21,336 $564K 0.01% +6,199 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,119 shares; 2025Q4: 5,136 shares 5,136 $564K 0.01% +17 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,458 shares; 2024Q4: 23,444 shares; 2025Q1: 16,097 shares; 2025Q2: 14,331 shares; 2025Q3: 18,560 shares; 2025Q4: 21,446 shares 21,446 $563K 0.01% +2,886 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 187 shares; 2025Q1: 186 shares; 2025Q2: 199 shares; 2025Q3: 174 shares; 2025Q4: 165 shares 165 $561K 0.01% -9 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 9,900 shares; 2025Q1: 10,942 shares; 2025Q2: 9,868 shares; 2025Q3: 9,920 shares; 2025Q4: 7,117 shares 7,117 $560K 0.01% -2,803 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,678 shares; 2024Q4: 8,839 shares; 2025Q1: 8,839 shares; 2025Q2: 8,839 shares; 2025Q3: 8,839 shares; 2025Q4: 7,366 shares 7,366 $560K 0.01% -1,473 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,235 shares; 2024Q4: 31,857 shares; 2025Q1: 30,807 shares; 2025Q2: 30,416 shares; 2025Q3: 13,716 shares; 2025Q4: 10,566 shares 10,566 $559K 0.01% -3,150 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: 3,644 shares 3,644 $558K 0.01% +2,229 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,780 shares; 2025Q4: 7,200 shares 7,200 $557K 0.01% +3,420 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,392 shares; 2024Q4: 9,702 shares; 2025Q1: 9,635 shares; 2025Q2: 9,650 shares; 2025Q3: 8,234 shares; 2025Q4: 8,554 shares 8,554 $557K 0.01% +320 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,171 shares; 2024Q4: 24,900 shares; 2025Q1: 19,434 shares; 2025Q2: 18,047 shares; 2025Q3: 18,905 shares; 2025Q4: 19,870 shares 19,870 $557K 0.01% +965 Timeline DFEB 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: 11,540 shares; 2025Q3: 11,540 shares; 2025Q4: 11,540 shares 11,540 $551K 0.01% 0 Timeline IYZ 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: 482,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,226 shares 16,226 $550K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 3,026 shares; 2025Q1: 2,245 shares; 2025Q2: 1,544 shares; 2025Q3: 1,545 shares; 2025Q4: 1,331 shares 1,331 $549K 0.01% -214 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: 3,719 shares; 2024Q4: 2,947 shares; 2025Q1: 4,032 shares; 2025Q2: 4,901 shares; 2025Q3: 6,252 shares; 2025Q4: 5,108 shares 5,108 $547K 0.01% -1,144 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 20,681 shares; 2025Q1: 21,498 shares; 2025Q2: 23,797 shares; 2025Q3: 24,551 shares; 2025Q4: 24,668 shares 24,668 $546K 0.01% +117 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,030 shares; 2024Q4: 15,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,600 shares 12,600 $545K 0.01% +600 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: 3,863 shares; 2024Q4: 3,734 shares; 2025Q1: 3,639 shares; 2025Q2: 3,393 shares; 2025Q3: 3,269 shares; 2025Q4: 3,194 shares 3,194 $545K 0.01% -75 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,306 shares; 2025Q1: 19,360 shares; 2025Q2: 41,825 shares; 2025Q3: 66,777 shares; 2025Q4: 94,273 shares 94,273 $543K 0.01% +27,496 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 28,209 shares; 2025Q4: 37,038 shares 37,038 $542K 0.01% +8,829 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: 18,806 shares; 2024Q4: 19,575 shares; 2025Q1: 72,885 shares; 2025Q2: 35,824 shares; 2025Q3: 26,566 shares; 2025Q4: 8,068 shares 8,068 $542K 0.01% -18,498 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: not reported; 2024Q4: 7,812 shares; 2025Q1: 9,162 shares; 2025Q2: 9,162 shares; 2025Q3: 11,963 shares; 2025Q4: 11,990 shares 11,990 $540K 0.01% +27 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,607 shares 6,607 $539K 0.01% new 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: 6,292 shares; 2024Q4: 6,180 shares; 2025Q1: 5,496 shares; 2025Q2: 7,450 shares; 2025Q3: 9,938 shares; 2025Q4: 9,377 shares 9,377 $539K 0.01% -561 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,892 shares; 2025Q1: 2,004 shares; 2025Q2: 2,237 shares; 2025Q3: 2,275 shares; 2025Q4: 2,364 shares 2,364 $539K 0.01% +89 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 5,223 shares; 2025Q2: 6,123 shares; 2025Q3: 6,335 shares; 2025Q4: 7,211 shares 7,211 $537K 0.01% +876 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,311 shares; 2025Q2: 2,967 shares; 2025Q3: 1,948 shares; 2025Q4: 2,092 shares 2,092 $536K 0.01% +144 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 978 shares; 2025Q1: 1,084 shares; 2025Q2: 990 shares; 2025Q3: 874 shares; 2025Q4: 1,843 shares 1,843 $535K 0.01% +969 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 7,484 shares 7,484 $531K 0.01% +150 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,696 shares; 2024Q4: 7,455 shares; 2025Q1: 5,497 shares; 2025Q2: 6,456 shares; 2025Q3: 6,685 shares; 2025Q4: 5,943 shares 5,943 $528K 0.01% -742 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 6,705 shares; 2025Q1: 6,651 shares; 2025Q2: 7,260 shares; 2025Q3: 6,872 shares; 2025Q4: 6,860 shares 6,860 $528K 0.01% -12 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,984 shares; 2025Q1: 2,975 shares; 2025Q2: 2,950 shares; 2025Q3: 3,378 shares; 2025Q4: 2,969 shares 2,969 $527K 0.01% -409 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,084 shares; 2025Q1: 8,108 shares; 2025Q2: 7,774 shares; 2025Q3: 7,182 shares; 2025Q4: 7,156 shares 7,156 $524K 0.01% -26 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: 4,253 shares; 2025Q2: 4,222 shares; 2025Q3: 4,277 shares; 2025Q4: 4,773 shares 4,773 $523K 0.01% +496 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,492 shares; 2025Q1: 2,588 shares; 2025Q2: 2,363 shares; 2025Q3: 2,214 shares; 2025Q4: 2,064 shares 2,064 $523K 0.01% -150 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,466 shares; 2025Q3: 3,122 shares; 2025Q4: 3,905 shares 3,905 $521K 0.01% +783 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 3,266 shares; 2025Q3: 3,469 shares; 2025Q4: 3,920 shares 3,920 $520K 0.01% +451 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 9,864 shares; 2025Q1: 9,512 shares; 2025Q2: 9,681 shares; 2025Q3: 11,510 shares; 2025Q4: 9,556 shares 9,556 $515K 0.01% -1,954 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,629 shares; 2025Q1: 1,615 shares; 2025Q2: 1,810 shares; 2025Q3: 2,137 shares; 2025Q4: 4,299 shares 4,299 $513K 0.01% +2,162 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 16,107 shares; 2025Q1: 18,537 shares; 2025Q2: 20,454 shares; 2025Q3: 21,280 shares; 2025Q4: 19,406 shares 19,406 $511K 0.01% -1,874 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,747 shares; 2025Q1: 4,632 shares; 2025Q2: 4,278 shares; 2025Q3: 3,930 shares; 2025Q4: 3,911 shares 3,911 $509K 0.01% -19 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: 5,337 shares; 2024Q4: 5,146 shares; 2025Q1: 5,723 shares; 2025Q2: 5,397 shares; 2025Q3: 6,049 shares; 2025Q4: 5,726 shares 5,726 $505K 0.01% -323 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,659 shares; 2025Q1: 1,486 shares; 2025Q2: 1,915 shares; 2025Q3: 1,970 shares; 2025Q4: 2,096 shares 2,096 $505K 0.01% +126 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,783 shares; 2025Q3: 6,772 shares; 2025Q4: 7,633 shares 7,633 $503K 0.01% +861 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,845 shares; 2025Q1: 4,178 shares; 2025Q2: 3,706 shares; 2025Q3: 3,392 shares; 2025Q4: 3,127 shares 3,127 $503K 0.01% -265 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 3,578 shares; 2025Q1: 3,628 shares; 2025Q2: 2,660 shares; 2025Q3: 2,226 shares; 2025Q4: 2,221 shares 2,221 $501K 0.01% -5 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 6,332 shares; 2025Q1: 5,067 shares; 2025Q2: 6,174 shares; 2025Q3: 5,116 shares; 2025Q4: 7,533 shares 7,533 $501K 0.01% +2,417 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 8,424 shares; 2025Q1: 8,292 shares; 2025Q2: 7,707 shares; 2025Q3: 7,241 shares; 2025Q4: 7,230 shares 7,230 $497K 0.01% -11 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,972 shares; 2024Q4: 78,848 shares; 2025Q1: 81,897 shares; 2025Q2: 85,950 shares; 2025Q3: 89,143 shares; 2025Q4: 89,861 shares 89,861 $497K 0.01% +718 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,223 shares; 2024Q4: 20,984 shares; 2025Q1: 19,392 shares; 2025Q2: 19,204 shares; 2025Q3: 15,064 shares; 2025Q4: 18,860 shares 18,860 $496K 0.01% +3,796 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,285 shares; 2024Q4: 19,441 shares; 2025Q1: 26,637 shares; 2025Q2: 26,735 shares; 2025Q3: 25,530 shares; 2025Q4: 27,183 shares 27,183 $496K 0.01% +1,653 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 10,130 shares; 2025Q1: 9,480 shares; 2025Q2: 9,480 shares; 2025Q3: 9,480 shares; 2025Q4: 9,263 shares 9,263 $495K 0.01% -217 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 25,581 shares; 2025Q1: 25,058 shares; 2025Q2: 25,058 shares; 2025Q3: 25,058 shares; 2025Q4: 25,058 shares 25,058 $495K 0.01% 0 Timeline IHDG 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: 17,618 shares; 2024Q4: 17,798 shares; 2025Q1: 15,855 shares; 2025Q2: 11,434 shares; 2025Q3: 11,638 shares; 2025Q4: 10,140 shares 10,140 $493K 0.01% -1,498 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares 4,770 $493K 0.01% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,579 shares; 2025Q1: 4,460 shares; 2025Q2: 5,625 shares; 2025Q3: 5,356 shares; 2025Q4: 7,688 shares 7,688 $492K 0.01% +2,332 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: 24,552 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,104 shares 29,104 $487K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,424 shares; 2024Q4: 17,865 shares; 2025Q1: 17,838 shares; 2025Q2: 18,268 shares; 2025Q3: 18,435 shares; 2025Q4: 10,045 shares 10,045 $487K 0.01% -8,390 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,553 shares; 2025Q1: 7,732 shares; 2025Q2: 10,232 shares; 2025Q3: 8,034 shares; 2025Q4: 9,082 shares 9,082 $487K 0.01% +1,048 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 368 shares; 2025Q1: 336 shares; 2025Q2: 349 shares; 2025Q3: 374 shares; 2025Q4: 349 shares 349 $487K 0.01% -25 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 10,636 shares 10,636 $485K 0.01% new Timeline MARM 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: 59,625 shares; 2024Q4: 59,625 shares; 2025Q1: 21,200 shares; 2025Q2: 20,215 shares; 2025Q3: 18,525 shares; 2025Q4: 14,619 shares 14,619 $483K 0.01% -3,906 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 6,891 shares; 2025Q1: 7,394 shares; 2025Q2: 7,496 shares; 2025Q3: 8,255 shares; 2025Q4: 7,208 shares 7,208 $483K 0.01% -1,047 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,809 shares; 2025Q1: 7,665 shares; 2025Q2: 7,918 shares; 2025Q3: 7,708 shares; 2025Q4: 7,760 shares 7,760 $481K 0.01% +52 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,439 shares; 2025Q1: 2,472 shares; 2025Q2: 2,726 shares; 2025Q3: 2,829 shares; 2025Q4: 2,940 shares 2,940 $480K 0.01% +111 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,395 shares; 2025Q4: 24,722 shares 24,722 $479K 0.01% +327 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 10,331 shares; 2025Q1: 9,550 shares; 2025Q2: 9,038 shares; 2025Q3: 8,905 shares; 2025Q4: 8,772 shares 8,772 $479K 0.01% -133 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: 11,452 shares; 2024Q4: 14,890 shares; 2025Q1: 14,356 shares; 2025Q2: 15,102 shares; 2025Q3: 15,389 shares; 2025Q4: 16,910 shares 16,910 $476K 0.01% +1,521 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 10,829 shares; 2025Q1: 10,829 shares; 2025Q2: 10,829 shares; 2025Q3: 11,330 shares; 2025Q4: 11,330 shares 11,330 $474K 0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT 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: 16,938 shares; 2025Q2: not reported; 2025Q3: 30,063 shares; 2025Q4: 30,612 shares 30,612 $473K 0.01% +549 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,672 shares 9,672 $470K 0.01% new Timeline XMAY 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: 13,454 shares; 2024Q4: 13,454 shares; 2025Q1: 13,454 shares; 2025Q2: 13,454 shares; 2025Q3: 13,454 shares; 2025Q4: 13,454 shares 13,454 $469K 0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,596 shares; 2024Q4: 16,546 shares; 2025Q1: 16,005 shares; 2025Q2: 17,789 shares; 2025Q3: 17,818 shares; 2025Q4: 14,405 shares 14,405 $469K 0.01% -3,413 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,922 shares; 2025Q3: 16,422 shares; 2025Q4: 17,125 shares 17,125 $468K 0.01% +703 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,534 shares; 2024Q4: 56,748 shares; 2025Q1: 62,347 shares; 2025Q2: 40,061 shares; 2025Q3: 42,153 shares; 2025Q4: 6,438 shares 6,438 $468K 0.01% -35,715 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 4,019 shares; 2025Q1: 4,095 shares; 2025Q2: 4,125 shares; 2025Q3: 4,159 shares; 2025Q4: 4,255 shares 4,255 $468K 0.01% +96 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 8,249 shares; 2025Q1: 5,253 shares; 2025Q2: 3,686 shares; 2025Q3: 4,620 shares; 2025Q4: 4,518 shares 4,518 $465K 0.01% -102 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,931 shares; 2025Q4: 2,240 shares 2,240 $464K 0.01% +309 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 8,403 shares; 2025Q3: 7,193 shares; 2025Q4: 4,052 shares 4,052 $464K 0.01% -3,141 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,288 shares; 2024Q4: 7,175 shares; 2025Q1: 7,294 shares; 2025Q2: 6,679 shares; 2025Q3: 6,582 shares; 2025Q4: 5,875 shares 5,875 $463K 0.01% -707 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,795 shares; 2025Q1: 2,532 shares; 2025Q2: 2,880 shares; 2025Q3: 3,006 shares; 2025Q4: 2,132 shares 2,132 $463K 0.01% -874 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,655 shares; 2025Q4: 18,868 shares 18,868 $462K 0.01% +9,213 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,076 shares; 2025Q3: 16,638 shares; 2025Q4: 20,598 shares 20,598 $461K 0.01% +3,960 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,999 shares; 2024Q4: 15,066 shares; 2025Q1: 15,100 shares; 2025Q2: 16,202 shares; 2025Q3: 17,060 shares; 2025Q4: 17,060 shares 17,060 $460K 0.01% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG 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: not reported; 2025Q3: 1,951 shares; 2025Q4: 1,764 shares 1,764 $458K 0.01% -187 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,030 shares 8,030 $455K 0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,659 shares; 2025Q1: 3,397 shares; 2025Q2: 3,424 shares; 2025Q3: 3,629 shares; 2025Q4: 4,125 shares 4,125 $454K 0.01% +496 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,138 shares; 2024Q4: 23,432 shares; 2025Q1: 22,894 shares; 2025Q2: 18,887 shares; 2025Q3: 17,934 shares; 2025Q4: 15,390 shares 15,390 $454K 0.01% -2,544 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,345 shares; 2025Q1: 2,959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares 1,974 $452K 0.01% new Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,189 shares; 2024Q4: 15,184 shares; 2025Q1: 16,015 shares; 2025Q2: 11,179 shares; 2025Q3: 11,753 shares; 2025Q4: 11,736 shares 11,736 $452K 0.01% -17 Timeline MLPA 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: 16,444 shares; 2024Q4: 15,812 shares; 2025Q1: 15,035 shares; 2025Q2: 14,806 shares; 2025Q3: 9,299 shares; 2025Q4: 9,324 shares 9,324 $451K 0.01% +25 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,335 shares; 2024Q4: 13,982 shares; 2025Q1: 13,006 shares; 2025Q2: 11,653 shares; 2025Q3: 9,445 shares; 2025Q4: 8,707 shares 8,707 $451K 0.01% -738 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,747 shares; 2025Q1: 2,807 shares; 2025Q2: 3,140 shares; 2025Q3: 2,392 shares; 2025Q4: 2,012 shares 2,012 $450K 0.01% -380 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 2,528 shares; 2025Q2: 2,687 shares; 2025Q3: 2,232 shares; 2025Q4: 2,565 shares 2,565 $450K 0.01% +333 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,718 shares; 2025Q1: 30,136 shares; 2025Q2: 36,354 shares; 2025Q3: 36,354 shares; 2025Q4: 31,354 shares 31,354 $449K 0.01% -5,000 Timeline ESGD 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: 4,715 shares; 2024Q4: 5,085 shares; 2025Q1: 4,828 shares; 2025Q2: 4,851 shares; 2025Q3: 4,790 shares; 2025Q4: 4,708 shares 4,708 $448K 0.01% -82 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: 1,622 shares; 2025Q2: 751 shares; 2025Q3: 880 shares; 2025Q4: 770 shares 770 $447K 0.01% -110 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: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 7,700 shares; 2025Q4: 9,955 shares 9,955 $447K 0.01% +2,255 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 9,038 shares; 2025Q1: 9,813 shares; 2025Q2: 10,270 shares; 2025Q3: 9,829 shares; 2025Q4: 9,262 shares 9,262 $446K 0.01% -567 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 5,347 shares; 2025Q1: 3,608 shares; 2025Q2: 4,411 shares; 2025Q3: 3,594 shares; 2025Q4: 4,635 shares 4,635 $445K 0.01% +1,041 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,935 shares 6,935 $444K 0.01% new 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: 4,415 shares; 2025Q1: 5,645 shares; 2025Q2: 6,295 shares; 2025Q3: 6,525 shares; 2025Q4: 6,782 shares 6,782 $443K 0.01% +257 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 9,261 shares; 2025Q1: 8,401 shares; 2025Q2: 10,319 shares; 2025Q3: 9,669 shares; 2025Q4: 9,007 shares 9,007 $443K 0.01% -662 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: 15,703 shares; 2024Q4: 22,128 shares; 2025Q1: 21,416 shares; 2025Q2: 21,473 shares; 2025Q3: 9,674 shares; 2025Q4: 9,380 shares 9,380 $441K 0.01% -294 Timeline AVSE 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: 4,207 shares; 2024Q4: 4,096 shares; 2025Q1: 4,773 shares; 2025Q2: 6,672 shares; 2025Q3: 6,928 shares; 2025Q4: 6,780 shares 6,780 $440K 0.01% -148 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: 3,972 shares; 2025Q1: 3,441 shares; 2025Q2: not reported; 2025Q3: 10,397 shares; 2025Q4: 7,425 shares 7,425 $435K 0.01% -2,972 Timeline BOTZ 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: 11,825 shares; 2024Q4: 11,925 shares; 2025Q1: 11,717 shares; 2025Q2: 11,444 shares; 2025Q3: 10,269 shares; 2025Q4: 12,009 shares 12,009 $435K 0.01% +1,740 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,231 shares; 2024Q4: 49,231 shares; 2025Q1: 51,882 shares; 2025Q2: 51,339 shares; 2025Q3: 33,866 shares; 2025Q4: 24,660 shares 24,660 $431K 0.01% -9,206 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 8,999 shares; 2025Q1: 8,599 shares; 2025Q2: 9,915 shares; 2025Q3: 11,746 shares; 2025Q4: 12,301 shares 12,301 $431K 0.01% +555 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: 7,639 shares; 2025Q1: 7,674 shares; 2025Q2: 7,674 shares; 2025Q3: 9,641 shares; 2025Q4: 9,641 shares 9,641 $430K 0.01% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,756 shares; 2025Q1: 1,795 shares; 2025Q2: 1,646 shares; 2025Q3: 1,505 shares; 2025Q4: 1,509 shares 1,509 $430K 0.01% +4 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,606 shares; 2025Q1: 3,552 shares; 2025Q2: 3,541 shares; 2025Q3: 3,541 shares; 2025Q4: 3,535 shares 3,535 $428K 0.01% -6 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: 5,202 shares; 2024Q4: 4,854 shares; 2025Q1: 4,837 shares; 2025Q2: 4,837 shares; 2025Q3: 3,876 shares; 2025Q4: 3,876 shares 3,876 $427K 0.01% 0 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,255 shares 10,255 $425K 0.01% +255 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 9,539 shares; 2025Q1: 9,398 shares; 2025Q2: 9,521 shares; 2025Q3: 9,521 shares; 2025Q4: 9,669 shares 9,669 $425K 0.01% +148 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,543 shares; 2025Q4: 21,035 shares 21,035 $423K 0.01% -508 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 3,364 shares; 2025Q1: 3,502 shares; 2025Q2: 2,445 shares; 2025Q3: 3,018 shares; 2025Q4: 4,140 shares 4,140 $417K 0.01% +1,122 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: 1,117 shares; 2024Q4: 1,294 shares; 2025Q1: 1,473 shares; 2025Q2: 1,603 shares; 2025Q3: 1,610 shares; 2025Q4: 1,913 shares 1,913 $417K 0.01% +303 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 4,451 shares; 2025Q1: 4,352 shares; 2025Q2: 4,477 shares; 2025Q3: 5,442 shares; 2025Q4: 5,189 shares 5,189 $417K 0.01% -253 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: 52,953 shares; 2024Q4: 56,764 shares; 2025Q1: 25,807 shares; 2025Q2: 24,970 shares; 2025Q3: 26,935 shares; 2025Q4: 23,521 shares 23,521 $417K 0.01% -3,414 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,422 shares 29,422 $416K 0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,227 shares; 2025Q1: 1,378 shares; 2025Q2: 1,168 shares; 2025Q3: 728 shares; 2025Q4: 1,379 shares 1,379 $415K 0.01% +651 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,238 shares; 2024Q4: 21,666 shares; 2025Q1: 12,024 shares; 2025Q2: 9,219 shares; 2025Q3: 9,283 shares; 2025Q4: 9,302 shares 9,302 $412K 0.01% +19 Timeline ESML 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: 6,267 shares; 2024Q4: 7,149 shares; 2025Q1: 7,293 shares; 2025Q2: 9,350 shares; 2025Q3: 9,155 shares; 2025Q4: 8,938 shares 8,938 $411K 0.01% -217 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,953 shares; 2024Q4: 148,714 shares; 2025Q1: 30,363 shares; 2025Q2: 16,658 shares; 2025Q3: 17,025 shares; 2025Q4: 17,577 shares 17,577 $411K 0.01% +552 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,825 shares; 2024Q4: 23,586 shares; 2025Q1: 12,775 shares; 2025Q2: 12,819 shares; 2025Q3: 15,626 shares; 2025Q4: 8,825 shares 8,825 $410K 0.01% -6,801 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 3,077 shares; 2025Q1: 3,038 shares; 2025Q2: 3,574 shares; 2025Q3: 3,250 shares; 2025Q4: 3,619 shares 3,619 $410K 0.01% +369 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,848 shares; 2025Q1: 8,623 shares; 2025Q2: 8,929 shares; 2025Q3: 16,666 shares; 2025Q4: 18,283 shares 18,283 $409K 0.01% +1,617 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 972 shares; 2025Q1: 1,267 shares; 2025Q2: 1,658 shares; 2025Q3: 1,225 shares; 2025Q4: 1,141 shares 1,141 $408K 0.01% -84 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,826 shares; 2024Q4: 14,351 shares; 2025Q1: 14,612 shares; 2025Q2: 15,108 shares; 2025Q3: 15,266 shares; 2025Q4: 15,984 shares 15,984 $407K 0.01% +718 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,879 shares; 2025Q1: 5,382 shares; 2025Q2: 5,527 shares; 2025Q3: not reported; 2025Q4: 7,151 shares 7,151 $406K 0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 6,662 shares; 2025Q1: 5,469 shares; 2025Q2: 5,201 shares; 2025Q3: 4,631 shares; 2025Q4: 4,953 shares 4,953 $406K 0.01% +322 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,014 shares; 2025Q1: 8,014 shares; 2025Q2: 8,014 shares; 2025Q3: 8,014 shares; 2025Q4: 8,014 shares 8,014 $406K 0.01% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,850 shares; 2025Q1: 14,850 shares; 2025Q2: 23,214 shares; 2025Q3: 34,090 shares; 2025Q4: 31,445 shares 31,445 $405K 0.01% -2,645 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,975 shares 13,975 $404K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 614 shares; 2025Q3: 779 shares; 2025Q4: 728 shares 728 $402K 0.01% -51 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: 66,832 shares; 2024Q4: 66,837 shares; 2025Q1: 70,002 shares; 2025Q2: 58,549 shares; 2025Q3: 54,305 shares; 2025Q4: 21,224 shares 21,224 $401K 0.01% -33,081 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 273,544 shares; 2025Q1: 104,640 shares; 2025Q2: 106,915 shares; 2025Q3: 3,924 shares; 2025Q4: 3,925 shares 3,925 $401K 0.01% +1 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,885 shares; 2025Q4: 7,632 shares 7,632 $400K 0.01% +747 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,857 shares; 2024Q4: 21,883 shares; 2025Q1: 19,850 shares; 2025Q2: 18,933 shares; 2025Q3: 19,317 shares; 2025Q4: 16,464 shares 16,464 $399K 0.01% -2,853 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,582 shares; 2025Q4: 7,829 shares 7,829 $397K 0.01% +1,247 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,542 shares; 2025Q1: 2,604 shares; 2025Q2: 2,601 shares; 2025Q3: 4,215 shares; 2025Q4: 4,214 shares 4,214 $397K 0.01% -1 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,515 shares; 2025Q1: 4,512 shares; 2025Q2: 4,862 shares; 2025Q3: 4,761 shares; 2025Q4: 3,503 shares 3,503 $396K 0.01% -1,258 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 15,259 shares; 2025Q1: 15,205 shares; 2025Q2: 16,428 shares; 2025Q3: 15,687 shares; 2025Q4: 15,629 shares 15,629 $395K 0.01% -58 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,794 shares; 2024Q4: 16,289 shares; 2025Q1: 16,891 shares; 2025Q2: 18,603 shares; 2025Q3: 18,566 shares; 2025Q4: 18,648 shares 18,648 $395K 0.01% +82 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,023 shares; 2025Q4: 10,784 shares 10,784 $394K 0.01% +2,761 Timeline LCTU 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: 6,941 shares; 2024Q4: 5,588 shares; 2025Q1: 4,498 shares; 2025Q2: 4,772 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares 5,316 $394K 0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,600 shares; 2025Q3: 17,250 shares; 2025Q4: 5,000 shares 5,000 $394K 0.01% -12,250 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: not reported; 2025Q3: 7,582 shares; 2025Q4: 8,171 shares 8,171 $394K 0.01% +589 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 7,341 shares; 2025Q1: 9,308 shares; 2025Q2: 9,308 shares; 2025Q3: 9,573 shares; 2025Q4: 11,395 shares 11,395 $393K 0.01% +1,822 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 8,985 shares; 2025Q3: not reported; 2025Q4: 5,632 shares 5,632 $393K 0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,269 shares; 2025Q3: 10,259 shares; 2025Q4: 8,244 shares 8,244 $393K 0.01% -2,015 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,494 shares; 2024Q4: 16,494 shares; 2025Q1: 16,494 shares; 2025Q2: 16,494 shares; 2025Q3: 16,494 shares; 2025Q4: 16,494 shares 16,494 $390K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,797 shares; 2025Q4: 5,426 shares 5,426 $389K 0.01% +629 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,814 shares 12,814 $388K 0.01% new Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 15,421 shares; 2025Q1: 16,547 shares; 2025Q2: 18,631 shares; 2025Q3: 19,737 shares; 2025Q4: 20,395 shares 20,395 $388K 0.01% +658 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: 47,157 shares; 2024Q4: 74,249 shares; 2025Q1: 74,249 shares; 2025Q2: 43,642 shares; 2025Q3: 50,488 shares; 2025Q4: 51,604 shares 51,604 $387K 0.01% +1,116 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: 4,493 shares; 2024Q4: 4,512 shares; 2025Q1: 4,700 shares; 2025Q2: 4,696 shares; 2025Q3: 4,696 shares; 2025Q4: 3,071 shares 3,071 $387K 0.01% -1,625 Timeline VNQI 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: 11,734 shares; 2024Q4: 9,206 shares; 2025Q1: 8,970 shares; 2025Q2: 8,907 shares; 2025Q3: 8,263 shares; 2025Q4: 8,439 shares 8,439 $387K 0.01% +176 Timeline FTA 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: 5,949 shares; 2024Q4: 6,069 shares; 2025Q1: 4,373 shares; 2025Q2: 4,549 shares; 2025Q3: 4,467 shares; 2025Q4: 4,476 shares 4,476 $386K 0.01% +9 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,110 shares 9,110 $384K 0.01% new 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: 10,164 shares; 2024Q4: 10,202 shares; 2025Q1: 11,976 shares; 2025Q2: 9,402 shares; 2025Q3: 9,091 shares; 2025Q4: 8,213 shares 8,213 $384K 0.01% -878 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,810 shares; 2025Q1: 7,296 shares; 2025Q2: 7,912 shares; 2025Q3: 8,136 shares; 2025Q4: 8,123 shares 8,123 $382K 0.01% -13 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,253 shares; 2025Q3: 5,841 shares; 2025Q4: 8,529 shares 8,529 $382K 0.01% +2,688 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,749 shares; 2025Q3: 6,406 shares; 2025Q4: 4,548 shares 4,548 $381K 0.01% -1,858 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,652 shares; 2024Q4: 10,168 shares; 2025Q1: 7,228 shares; 2025Q2: 5,392 shares; 2025Q3: 6,275 shares; 2025Q4: 7,003 shares 7,003 $379K 0.01% +728 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,173 shares; 2025Q1: 3,989 shares; 2025Q2: 2,679 shares; 2025Q3: 3,113 shares; 2025Q4: 3,751 shares 3,751 $378K 0.01% +638 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: 8,737 shares; 2024Q4: 4,321 shares; 2025Q1: 4,316 shares; 2025Q2: 4,037 shares; 2025Q3: 4,895 shares; 2025Q4: 3,222 shares 3,222 $378K 0.01% -1,673 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,218 shares; 2025Q1: 1,527 shares; 2025Q2: 1,614 shares; 2025Q3: 1,616 shares; 2025Q4: 1,502 shares 1,502 $377K 0.01% -114 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,357 shares; 2025Q1: 5,157 shares; 2025Q2: 5,034 shares; 2025Q3: 5,035 shares; 2025Q4: 5,036 shares 5,036 $377K 0.01% +1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 2,414 shares; 2025Q2: 2,421 shares; 2025Q3: 2,360 shares; 2025Q4: 2,224 shares 2,224 $377K 0.01% -136 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,729 shares; 2025Q1: not reported; 2025Q2: 4,458 shares; 2025Q3: 4,391 shares; 2025Q4: 4,405 shares 4,405 $377K 0.01% +14 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,527 shares; 2025Q1: 14,295 shares; 2025Q2: 21,391 shares; 2025Q3: 24,374 shares; 2025Q4: 24,543 shares 24,543 $376K 0.01% +169 Timeline EWL 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: 9,423 shares; 2025Q4: 6,277 shares 6,277 $376K 0.01% -3,146 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,381 shares; 2025Q1: 3,809 shares; 2025Q2: 4,220 shares; 2025Q3: 4,584 shares; 2025Q4: 4,457 shares 4,457 $374K 0.01% -127 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,080 shares; 2024Q4: 29,102 shares; 2025Q1: 14,003 shares; 2025Q2: 14,013 shares; 2025Q3: 8,313 shares; 2025Q4: 8,712 shares 8,712 $373K 0.01% +399 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 6,137 shares; 2025Q1: 6,743 shares; 2025Q2: 7,129 shares; 2025Q3: 7,793 shares; 2025Q4: 9,208 shares 9,208 $372K 0.01% +1,415 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 4,770 shares; 2025Q1: 4,759 shares; 2025Q2: 5,151 shares; 2025Q3: 5,489 shares; 2025Q4: 5,497 shares 5,497 $372K 0.01% +8 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 4,109 shares; 2025Q1: 4,605 shares; 2025Q2: 5,470 shares; 2025Q3: 5,357 shares; 2025Q4: 5,307 shares 5,307 $371K 0.01% -50 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,035 shares; 2024Q4: 18,228 shares; 2025Q1: 19,818 shares; 2025Q2: 14,294 shares; 2025Q3: 8,944 shares; 2025Q4: 7,500 shares 7,500 $371K 0.01% -1,444 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,436 shares; 2025Q1: 1,450 shares; 2025Q2: 1,703 shares; 2025Q3: 1,634 shares; 2025Q4: 1,542 shares 1,542 $371K 0.01% -92 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,405 shares; 2025Q2: 11,221 shares; 2025Q3: 11,221 shares; 2025Q4: 11,221 shares 11,221 $371K 0.01% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,927 shares; 2025Q3: 10,185 shares; 2025Q4: 10,433 shares 10,433 $368K 0.01% +248 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 8,847 shares; 2025Q1: 8,414 shares; 2025Q2: 8,467 shares; 2025Q3: 8,414 shares; 2025Q4: 8,331 shares 8,331 $368K 0.01% -83 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 737 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 797 shares; 2025Q4: 933 shares 933 $368K 0.01% +136 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,219 shares; 2025Q1: 1,217 shares; 2025Q2: 1,262 shares; 2025Q3: 1,303 shares; 2025Q4: 1,462 shares 1,462 $367K 0.01% +159 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,860 shares 1,860 $366K 0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,622 shares; 2025Q1: 20,073 shares; 2025Q2: 19,103 shares; 2025Q3: 19,144 shares; 2025Q4: 19,445 shares 19,445 $366K 0.01% +301 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,049 shares; 2025Q4: 1,070 shares 1,070 $364K 0.01% +21 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,055 shares; 2025Q1: 5,621 shares; 2025Q2: 7,859 shares; 2025Q3: 8,268 shares; 2025Q4: 8,092 shares 8,092 $361K 0.01% -176 Timeline FTGS 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: 12,025 shares; 2025Q1: 18,896 shares; 2025Q2: 14,882 shares; 2025Q3: 13,589 shares; 2025Q4: 10,205 shares 10,205 $361K 0.01% -3,384 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: 1,734 shares; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 1,592 shares; 2025Q3: 1,934 shares; 2025Q4: 1,942 shares 1,942 $360K 0.01% +8 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 4,483 shares; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares 3,135 $360K 0.01% 0 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: not reported; 2025Q4: 11,367 shares 11,367 $360K 0.01% new Timeline SGOV 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: 4,086 shares; 2024Q4: 2,469 shares; 2025Q1: 2,337 shares; 2025Q2: 2,219 shares; 2025Q3: 3,567 shares; 2025Q4: 3,573 shares 3,573 $359K 0.01% +6 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 19,711 shares; 2025Q1: 18,364 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares; 2025Q4: 13,460 shares 13,460 $357K 0.01% -15 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,531 shares; 2025Q2: 9,067 shares; 2025Q3: 9,067 shares; 2025Q4: 9,285 shares 9,285 $357K 0.01% +218 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 5,679 shares; 2025Q1: 4,529 shares; 2025Q2: 4,818 shares; 2025Q3: 4,692 shares; 2025Q4: 4,582 shares 4,582 $356K 0.01% -110 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,329 shares; 2025Q1: 5,605 shares; 2025Q2: 5,523 shares; 2025Q3: 5,244 shares; 2025Q4: 4,479 shares 4,479 $356K 0.01% -765 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS 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: not reported; 2025Q3: 17,852 shares; 2025Q4: 18,396 shares 18,396 $355K 0.01% +544 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,976 shares; 2025Q1: 2,681 shares; 2025Q2: 2,684 shares; 2025Q3: 2,688 shares; 2025Q4: 2,391 shares 2,391 $354K 0.01% -297 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,059 shares; 2025Q1: 1,082 shares; 2025Q2: 1,262 shares; 2025Q3: 1,319 shares; 2025Q4: 1,245 shares 1,245 $354K 0.01% -74 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,094 shares; 2025Q4: 1,242 shares 1,242 $352K 0.01% +148 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: not reported; 2025Q1: 21,356 shares; 2025Q2: 22,068 shares; 2025Q3: 9,493 shares; 2025Q4: 11,187 shares 11,187 $352K 0.01% +1,694 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 8,031 shares; 2025Q3: 4,038 shares; 2025Q4: 2,092 shares 2,092 $351K 0.01% -1,946 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: 2,971 shares; 2024Q4: 3,432 shares; 2025Q1: 3,640 shares; 2025Q2: 3,036 shares; 2025Q3: 2,981 shares; 2025Q4: 2,891 shares 2,891 $351K 0.01% -90 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,243 shares; 2025Q3: 2,696 shares; 2025Q4: 3,321 shares 3,321 $350K 0.01% +625 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,180 shares; 2025Q1: 4,199 shares; 2025Q2: 4,215 shares; 2025Q3: 3,791 shares; 2025Q4: 3,785 shares 3,785 $349K 0.01% -6 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: 1,533 shares; 2025Q2: 1,679 shares; 2025Q3: 1,938 shares; 2025Q4: 1,930 shares 1,930 $348K 0.01% -8 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,868 shares 3,868 $347K 0.01% new Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,486 shares; 2025Q1: 2,476 shares; 2025Q2: 2,449 shares; 2025Q3: 3,283 shares; 2025Q4: 3,267 shares 3,267 $346K 0.01% -16 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,646 shares; 2025Q2: 9,029 shares; 2025Q3: 8,915 shares; 2025Q4: 8,811 shares 8,811 $345K 0.01% -104 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,839 shares; 2025Q1: 2,692 shares; 2025Q2: 2,494 shares; 2025Q3: 3,373 shares; 2025Q4: 3,377 shares 3,377 $344K 0.01% +4 Timeline