XJAN 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: 72,693 shares; 2024Q4: 41,919 shares; 2025Q1: 47,134 shares; 2025Q2: 47,134 shares; 2025Q3: 46,618 shares; 2025Q4: 45,979 shares 45,979 $1.69M 0.03% -639 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: 29,663 shares; 2024Q4: 32,319 shares; 2025Q1: 38,468 shares; 2025Q2: 40,892 shares; 2025Q3: 44,947 shares; 2025Q4: 41,183 shares 41,183 $1.69M 0.03% -3,764 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,193 shares; 2025Q3: 32,385 shares; 2025Q4: 31,886 shares 31,886 $1.68M 0.03% -499 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 4,931 shares; 2025Q1: 4,955 shares; 2025Q2: 5,370 shares; 2025Q3: 6,756 shares; 2025Q4: 8,059 shares 8,059 $1.68M 0.03% +1,303 Timeline GMAR 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: 12,000 shares; 2024Q4: 37,551 shares; 2025Q1: 40,533 shares; 2025Q2: 37,533 shares; 2025Q3: 37,533 shares; 2025Q4: 40,862 shares 40,862 $1.67M 0.03% +3,329 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 6,476 shares; 2025Q1: 14,378 shares; 2025Q2: 15,324 shares; 2025Q3: 20,090 shares; 2025Q4: 21,149 shares 21,149 $1.67M 0.03% +1,059 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,814 shares; 2025Q1: 2,826 shares; 2025Q2: 2,842 shares; 2025Q3: 2,856 shares; 2025Q4: 18,918 shares 18,918 $1.67M 0.03% +16,062 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,525 shares; 2024Q4: 48,568 shares; 2025Q1: 59,042 shares; 2025Q2: 54,044 shares; 2025Q3: 50,517 shares; 2025Q4: 50,748 shares 50,748 $1.67M 0.03% +231 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,599 shares; 2025Q1: 8,211 shares; 2025Q2: 10,739 shares; 2025Q3: 21,354 shares; 2025Q4: 22,502 shares 22,502 $1.65M 0.03% +1,148 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,531 shares; 2024Q4: 62,312 shares; 2025Q1: 63,404 shares; 2025Q2: 64,523 shares; 2025Q3: 61,042 shares; 2025Q4: 62,783 shares 62,783 $1.64M 0.03% +1,741 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,544 shares; 2025Q1: 6,896 shares; 2025Q2: 4,171 shares; 2025Q3: 6,487 shares; 2025Q4: 6,477 shares 6,477 $1.63M 0.03% -10 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 3,446 shares; 2025Q2: 10,930 shares; 2025Q3: 11,897 shares; 2025Q4: 13,760 shares 13,760 $1.63M 0.03% +1,863 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: 15,155 shares; 2024Q4: 10,513 shares; 2025Q1: 10,416 shares; 2025Q2: 10,153 shares; 2025Q3: 26,842 shares; 2025Q4: 25,653 shares 25,653 $1.62M 0.03% -1,189 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,207 shares; 2024Q4: 20,962 shares; 2025Q1: 20,113 shares; 2025Q2: 21,228 shares; 2025Q3: 23,317 shares; 2025Q4: 23,223 shares 23,223 $1.61M 0.03% -94 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,913 shares; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 15,142 shares; 2025Q4: 13,228 shares 13,228 $1.61M 0.03% -1,914 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 23,674 shares; 2025Q1: 25,247 shares; 2025Q2: 25,479 shares; 2025Q3: 26,998 shares; 2025Q4: 27,228 shares 27,228 $1.61M 0.03% +230 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 10,236 shares; 2025Q1: 10,239 shares; 2025Q2: 10,242 shares; 2025Q3: 14,350 shares; 2025Q4: 13,814 shares 13,814 $1.61M 0.03% -536 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,537 shares; 2025Q2: 4,716 shares; 2025Q3: 5,983 shares; 2025Q4: 6,119 shares 6,119 $1.61M 0.03% +136 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: not reported; 2024Q4: 4,415 shares; 2025Q1: 23,629 shares; 2025Q2: 23,978 shares; 2025Q3: 21,449 shares; 2025Q4: 21,754 shares 21,754 $1.59M 0.03% +305 Timeline EEMV 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: 8,716 shares; 2025Q2: 8,578 shares; 2025Q3: 8,397 shares; 2025Q4: 24,567 shares 24,567 $1.57M 0.03% +16,170 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 5,489 shares; 2025Q4: 7,673 shares 7,673 $1.57M 0.03% +2,184 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,998 shares; 2025Q1: 2,018 shares; 2025Q2: 2,430 shares; 2025Q3: 2,426 shares; 2025Q4: 2,369 shares 2,369 $1.57M 0.03% -57 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,670 shares; 2025Q1: 22,900 shares; 2025Q2: 22,900 shares; 2025Q3: 22,900 shares; 2025Q4: 37,463 shares 37,463 $1.56M 0.03% +14,563 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 1,937 shares; 2025Q1: 3,504 shares; 2025Q2: 3,305 shares; 2025Q3: 3,628 shares; 2025Q4: 3,427 shares 3,427 $1.56M 0.03% -201 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,525 shares; 2025Q2: 27,715 shares; 2025Q3: 29,910 shares; 2025Q4: 31,653 shares 31,653 $1.56M 0.03% +1,743 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,020 shares; 2024Q4: 41,205 shares; 2025Q1: 37,378 shares; 2025Q2: 32,513 shares; 2025Q3: 34,188 shares; 2025Q4: 33,146 shares 33,146 $1.56M 0.03% -1,042 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,154 shares; 2024Q4: 11,008 shares; 2025Q1: 12,970 shares; 2025Q2: 13,084 shares; 2025Q3: 12,517 shares; 2025Q4: 13,636 shares 13,636 $1.55M 0.03% +1,119 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 5,055 shares; 2025Q4: 4,583 shares 4,583 $1.55M 0.03% -472 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,341 shares 16,341 $1.54M 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,059 shares; 2025Q1: 3,295 shares; 2025Q2: 4,333 shares; 2025Q3: 4,702 shares; 2025Q4: 5,323 shares 5,323 $1.54M 0.03% +621 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,515 shares; 2025Q1: 9,941 shares; 2025Q2: 14,038 shares; 2025Q3: 15,065 shares; 2025Q4: 14,825 shares 14,825 $1.54M 0.03% -240 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: 213,984 shares; 2025Q1: 243,893 shares; 2025Q2: 44,860 shares; 2025Q3: 44,317 shares; 2025Q4: 31,895 shares 31,895 $1.54M 0.03% -12,422 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,619 shares; 2025Q1: 6,704 shares; 2025Q2: 6,902 shares; 2025Q3: 8,982 shares; 2025Q4: 9,923 shares 9,923 $1.54M 0.03% +941 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,597 shares; 2024Q4: 4,501 shares; 2025Q1: 4,612 shares; 2025Q2: 4,777 shares; 2025Q3: 4,110 shares; 2025Q4: 4,001 shares 4,001 $1.53M 0.03% -109 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: 9,662 shares; 2024Q4: 52,399 shares; 2025Q1: 60,590 shares; 2025Q2: 59,581 shares; 2025Q3: 58,418 shares; 2025Q4: 56,537 shares 56,537 $1.52M 0.03% -1,881 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,213 shares; 2025Q3: 38,710 shares; 2025Q4: 34,092 shares 34,092 $1.52M 0.03% -4,618 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,626 shares; 2025Q1: 6,450 shares; 2025Q2: 5,063 shares; 2025Q3: 5,499 shares; 2025Q4: 5,318 shares 5,318 $1.52M 0.03% -181 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 12,488 shares; 2025Q1: 34,743 shares; 2025Q2: 29,709 shares; 2025Q3: 29,835 shares; 2025Q4: 31,552 shares 31,552 $1.51M 0.03% +1,717 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,146 shares 23,146 $1.51M 0.03% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,246 shares; 2025Q2: 15,558 shares; 2025Q3: 17,862 shares; 2025Q4: 19,429 shares 19,429 $1.51M 0.03% +1,567 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: 9,401 shares; 2024Q4: 9,402 shares; 2025Q1: 9,402 shares; 2025Q2: 9,937 shares; 2025Q3: 9,069 shares; 2025Q4: 8,968 shares 8,968 $1.51M 0.03% -101 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: 5,353 shares; 2024Q4: 5,828 shares; 2025Q1: 9,070 shares; 2025Q2: 8,500 shares; 2025Q3: 9,917 shares; 2025Q4: 9,412 shares 9,412 $1.5M 0.03% -505 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: not reported; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,797 shares; 2025Q3: 2,315 shares; 2025Q4: 4,240 shares 4,240 $1.5M 0.03% +1,925 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,247 shares; 2025Q1: 1,425 shares; 2025Q2: 5,013 shares; 2025Q3: 4,622 shares; 2025Q4: 4,816 shares 4,816 $1.49M 0.03% +194 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,364 shares; 2025Q4: 40,594 shares 40,594 $1.48M 0.03% +28,230 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,090 shares; 2025Q1: 10,596 shares; 2025Q2: 23,123 shares; 2025Q3: 23,494 shares; 2025Q4: 19,325 shares 19,325 $1.47M 0.03% -4,169 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,301 shares; 2025Q3: 32,202 shares; 2025Q4: 33,478 shares 33,478 $1.46M 0.03% +1,276 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: 10,195 shares; 2024Q4: 9,937 shares; 2025Q1: 10,676 shares; 2025Q2: 10,677 shares; 2025Q3: 10,677 shares; 2025Q4: 24,302 shares 24,302 $1.45M 0.03% +13,625 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: 7,946 shares; 2024Q4: 7,257 shares; 2025Q1: 6,702 shares; 2025Q2: 12,160 shares; 2025Q3: 11,624 shares; 2025Q4: 12,804 shares 12,804 $1.45M 0.03% +1,180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,013 shares; 2025Q3: 17,370 shares; 2025Q4: 20,101 shares 20,101 $1.43M 0.03% +2,731 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,664 shares; 2024Q4: 49,274 shares; 2025Q1: 57,785 shares; 2025Q2: 56,397 shares; 2025Q3: 56,439 shares; 2025Q4: 61,288 shares 61,288 $1.42M 0.03% +4,849 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,792 shares; 2024Q4: 54,117 shares; 2025Q1: 53,274 shares; 2025Q2: 52,466 shares; 2025Q3: 52,946 shares; 2025Q4: 50,376 shares 50,376 $1.42M 0.03% -2,570 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 13,742 shares; 2025Q1: 39,794 shares; 2025Q2: 44,322 shares; 2025Q3: 44,833 shares; 2025Q4: 40,487 shares 40,487 $1.42M 0.03% -4,346 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 7,366 shares; 2025Q1: 16,722 shares; 2025Q2: 22,379 shares; 2025Q3: 27,054 shares; 2025Q4: 30,185 shares 30,185 $1.42M 0.03% +3,131 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,886 shares; 2024Q4: 21,899 shares; 2025Q1: 21,899 shares; 2025Q2: 24,691 shares; 2025Q3: 23,589 shares; 2025Q4: 31,897 shares 31,897 $1.42M 0.03% +8,308 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,406 shares; 2025Q1: 3,000 shares; 2025Q2: 2,941 shares; 2025Q3: 11,763 shares; 2025Q4: 14,398 shares 14,398 $1.42M 0.03% +2,635 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: 798 shares; 2024Q4: 799 shares; 2025Q1: 898 shares; 2025Q2: 796 shares; 2025Q3: 769 shares; 2025Q4: 3,581 shares 3,581 $1.41M 0.03% +2,812 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: 4,046 shares; 2024Q4: 8,028 shares; 2025Q1: 11,322 shares; 2025Q2: 11,858 shares; 2025Q3: 11,704 shares; 2025Q4: 10,599 shares 10,599 $1.41M 0.03% -1,105 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,049 shares; 2024Q4: 6,726 shares; 2025Q1: 11,601 shares; 2025Q2: 12,758 shares; 2025Q3: 14,827 shares; 2025Q4: 14,044 shares 14,044 $1.4M 0.03% -783 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,299 shares; 2025Q1: 1,736 shares; 2025Q2: 2,008 shares; 2025Q3: 2,377 shares; 2025Q4: 3,275 shares 3,275 $1.4M 0.03% +898 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,814 shares; 2025Q2: 8,122 shares; 2025Q3: 8,466 shares; 2025Q4: 8,008 shares 8,008 $1.4M 0.03% -458 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 5,718 shares; 2025Q1: 5,443 shares; 2025Q2: 9,212 shares; 2025Q3: 15,466 shares; 2025Q4: 25,914 shares 25,914 $1.39M 0.03% +10,448 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,034 shares; 2025Q1: 3,022 shares; 2025Q2: 3,950 shares; 2025Q3: 4,324 shares; 2025Q4: 4,298 shares 4,298 $1.39M 0.03% -26 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: 4,203 shares; 2024Q4: 5,178 shares; 2025Q1: 6,717 shares; 2025Q2: 8,281 shares; 2025Q3: 13,379 shares; 2025Q4: 15,736 shares 15,736 $1.39M 0.03% +2,357 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,660 shares; 2025Q3: 22,957 shares; 2025Q4: 21,668 shares 21,668 $1.39M 0.03% -1,289 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,657 shares; 2025Q3: 18,063 shares; 2025Q4: 17,668 shares 17,668 $1.39M 0.03% -395 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,762 shares; 2025Q2: 15,682 shares; 2025Q3: 15,622 shares; 2025Q4: 20,364 shares 20,364 $1.38M 0.03% +4,742 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,132 shares; 2025Q2: 15,589 shares; 2025Q3: 16,386 shares; 2025Q4: 20,474 shares 20,474 $1.38M 0.03% +4,088 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: 21,624 shares; 2024Q4: 26,123 shares; 2025Q1: 72,789 shares; 2025Q2: 63,744 shares; 2025Q3: 64,765 shares; 2025Q4: 56,731 shares 56,731 $1.38M 0.03% -8,034 Timeline NOV NOV INC More: the full row for NOV 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: 86,575 shares; 2025Q3: 86,544 shares; 2025Q4: 87,859 shares 87,859 $1.37M 0.03% +1,315 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: 13,205 shares; 2024Q4: 12,269 shares; 2025Q1: 16,498 shares; 2025Q2: 22,388 shares; 2025Q3: 22,252 shares; 2025Q4: 19,781 shares 19,781 $1.37M 0.03% -2,471 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 8,103 shares; 2025Q1: 8,338 shares; 2025Q2: 8,706 shares; 2025Q3: 16,115 shares; 2025Q4: 18,388 shares 18,388 $1.36M 0.03% +2,273 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: not reported; 2024Q4: not reported; 2025Q1: 11,967 shares; 2025Q2: 12,268 shares; 2025Q3: 13,081 shares; 2025Q4: 13,937 shares 13,937 $1.35M 0.03% +856 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: 5,825 shares; 2024Q4: 10,035 shares; 2025Q1: 23,732 shares; 2025Q2: 10,729 shares; 2025Q3: 8,976 shares; 2025Q4: 32,161 shares 32,161 $1.34M 0.03% +23,185 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,078 shares; 2025Q1: 13,573 shares; 2025Q2: 11,273 shares; 2025Q3: 12,909 shares; 2025Q4: 30,013 shares 30,013 $1.34M 0.03% +17,104 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: 4,630 shares; 2024Q4: 4,486 shares; 2025Q1: 13,633 shares; 2025Q2: 17,139 shares; 2025Q3: 19,588 shares; 2025Q4: 21,503 shares 21,503 $1.34M 0.03% +1,915 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 346 shares; 2025Q1: 649 shares; 2025Q2: 11,914 shares; 2025Q3: 15,103 shares; 2025Q4: 14,703 shares 14,703 $1.34M 0.03% -400 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,196 shares; 2024Q4: 70,334 shares; 2025Q1: 70,899 shares; 2025Q2: 88,542 shares; 2025Q3: 99,924 shares; 2025Q4: 105,649 shares 105,649 $1.34M 0.03% +5,725 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,635 shares; 2024Q4: 11,959 shares; 2025Q1: 12,260 shares; 2025Q2: 24,165 shares; 2025Q3: 21,819 shares; 2025Q4: 21,815 shares 21,815 $1.32M 0.03% -4 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,674 shares; 2025Q3: 52,848 shares; 2025Q4: 61,789 shares 61,789 $1.31M 0.03% +8,941 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,403 shares; 2025Q1: 2,208 shares; 2025Q2: 3,159 shares; 2025Q3: 3,784 shares; 2025Q4: 4,802 shares 4,802 $1.31M 0.03% +1,018 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: not reported; 2025Q2: not reported; 2025Q3: 4,317 shares; 2025Q4: 7,729 shares 7,729 $1.31M 0.03% +3,412 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,108 shares; 2024Q4: 21,761 shares; 2025Q1: 21,989 shares; 2025Q2: 56,904 shares; 2025Q3: 75,555 shares; 2025Q4: 72,368 shares 72,368 $1.31M 0.03% -3,187 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,827 shares; 2025Q3: 13,113 shares; 2025Q4: 14,294 shares 14,294 $1.31M 0.03% +1,181 Timeline XFEB 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: 36,789 shares; 2025Q2: 36,789 shares; 2025Q3: 36,597 shares; 2025Q4: 36,597 shares 36,597 $1.31M 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,874 shares; 2025Q1: 3,217 shares; 2025Q2: 5,111 shares; 2025Q3: 7,347 shares; 2025Q4: 7,037 shares 7,037 $1.31M 0.03% -310 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,660 shares; 2024Q4: 16,008 shares; 2025Q1: 19,377 shares; 2025Q2: 20,604 shares; 2025Q3: 14,837 shares; 2025Q4: 16,088 shares 16,088 $1.3M 0.03% +1,251 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,289 shares; 2025Q4: 5,726 shares 5,726 $1.3M 0.03% +437 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 3,302 shares; 2025Q2: 7,305 shares; 2025Q3: 8,000 shares; 2025Q4: 8,130 shares 8,130 $1.29M 0.03% +130 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: 799 shares; 2025Q3: 2,675 shares; 2025Q4: 3,475 shares 3,475 $1.28M 0.03% +800 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: not reported; 2024Q4: not reported; 2025Q1: 8,891 shares; 2025Q2: 9,644 shares; 2025Q3: 10,399 shares; 2025Q4: 12,143 shares 12,143 $1.28M 0.03% +1,744 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,954 shares; 2025Q2: not reported; 2025Q3: 8,131 shares; 2025Q4: 29,104 shares 29,104 $1.28M 0.03% +20,973 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: 5,885 shares; 2024Q4: 5,923 shares; 2025Q1: 5,043 shares; 2025Q2: 5,677 shares; 2025Q3: 6,431 shares; 2025Q4: 6,586 shares 6,586 $1.28M 0.03% +155 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,528 shares; 2025Q2: 14,142 shares; 2025Q3: 15,137 shares; 2025Q4: 13,673 shares 13,673 $1.28M 0.03% -1,464 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: 49,982 shares; 2024Q4: 13,311 shares; 2025Q1: 18,870 shares; 2025Q2: 20,342 shares; 2025Q3: 27,027 shares; 2025Q4: 38,604 shares 38,604 $1.27M 0.03% +11,577 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,389 shares; 2025Q2: 4,284 shares; 2025Q3: 5,870 shares; 2025Q4: 6,885 shares 6,885 $1.27M 0.03% +1,015 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,858 shares; 2024Q4: 31,792 shares; 2025Q1: 37,114 shares; 2025Q2: 38,368 shares; 2025Q3: 39,629 shares; 2025Q4: 43,233 shares 43,233 $1.27M 0.03% +3,604 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,895 shares; 2024Q4: 50,740 shares; 2025Q1: 48,327 shares; 2025Q2: 47,879 shares; 2025Q3: 55,335 shares; 2025Q4: 55,457 shares 55,457 $1.26M 0.03% +122 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,843 shares; 2025Q1: 3,611 shares; 2025Q2: 12,981 shares; 2025Q3: 14,069 shares; 2025Q4: 14,430 shares 14,430 $1.26M 0.03% +361 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: 40,695 shares 40,695 $1.26M 0.02% new Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,101 shares; 2024Q4: 110,196 shares; 2025Q1: 110,196 shares; 2025Q2: 110,196 shares; 2025Q3: 110,196 shares; 2025Q4: 110,211 shares 110,211 $1.26M 0.02% +15 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,731 shares; 2025Q2: 24,666 shares; 2025Q3: 24,827 shares; 2025Q4: 24,114 shares 24,114 $1.24M 0.02% -713 Timeline DXJ 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: 2,080 shares; 2025Q2: 2,203 shares; 2025Q3: 6,500 shares; 2025Q4: 8,624 shares 8,624 $1.24M 0.02% +2,124 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,243 shares; 2025Q2: 8,780 shares; 2025Q3: 11,098 shares; 2025Q4: 11,695 shares 11,695 $1.24M 0.02% +597 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: not reported; 2025Q2: 25,794 shares; 2025Q3: 30,052 shares; 2025Q4: 31,608 shares 31,608 $1.24M 0.02% +1,556 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: 1,120 shares; 2024Q4: not reported; 2025Q1: 5,299 shares; 2025Q2: 6,456 shares; 2025Q3: 6,374 shares; 2025Q4: 6,738 shares 6,738 $1.23M 0.02% +364 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: 9,182 shares; 2024Q4: 9,290 shares; 2025Q1: 38,649 shares; 2025Q2: 48,670 shares; 2025Q3: 50,193 shares; 2025Q4: 43,147 shares 43,147 $1.22M 0.02% -7,046 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,150 shares; 2025Q2: 34,467 shares; 2025Q3: 39,914 shares; 2025Q4: 178,542 shares 178,542 $1.22M 0.02% +138,628 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,831 shares; 2025Q2: 49,448 shares; 2025Q3: 49,797 shares; 2025Q4: 49,132 shares 49,132 $1.22M 0.02% -665 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 22,022 shares; 2025Q2: 19,762 shares; 2025Q3: 19,672 shares; 2025Q4: 19,624 shares 19,624 $1.21M 0.02% -48 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 2,660 shares; 2025Q1: 2,824 shares; 2025Q2: 4,140 shares; 2025Q3: 5,506 shares; 2025Q4: 6,231 shares 6,231 $1.21M 0.02% +725 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,862 shares; 2024Q4: 66,282 shares; 2025Q1: 85,177 shares; 2025Q2: 89,904 shares; 2025Q3: 113,676 shares; 2025Q4: 113,095 shares 113,095 $1.21M 0.02% -581 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,733 shares; 2025Q1: 26,187 shares; 2025Q2: 27,624 shares; 2025Q3: 29,475 shares; 2025Q4: 26,292 shares 26,292 $1.2M 0.02% -3,183 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,171 shares; 2024Q4: 8,443 shares; 2025Q1: 40,090 shares; 2025Q2: 39,317 shares; 2025Q3: 47,962 shares; 2025Q4: 47,144 shares 47,144 $1.2M 0.02% -818 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 91,196 shares 91,196 $1.2M 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,835 shares; 2025Q2: 15,178 shares; 2025Q3: 16,300 shares; 2025Q4: 17,780 shares 17,780 $1.2M 0.02% +1,480 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,278 shares; 2025Q2: 48,782 shares; 2025Q3: 52,216 shares; 2025Q4: 52,868 shares 52,868 $1.2M 0.02% +652 Timeline XMAR 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: 45,731 shares; 2024Q4: 38,745 shares; 2025Q1: 40,100 shares; 2025Q2: 33,518 shares; 2025Q3: 33,517 shares; 2025Q4: 29,959 shares 29,959 $1.2M 0.02% -3,558 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,856 shares 25,856 $1.2M 0.02% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: 4,800 shares; 2025Q3: 6,096 shares; 2025Q4: 11,716 shares 11,716 $1.19M 0.02% +5,620 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,425 shares; 2025Q2: 18,223 shares; 2025Q3: 19,930 shares; 2025Q4: 19,826 shares 19,826 $1.19M 0.02% -104 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,645 shares; 2024Q4: 13,646 shares; 2025Q1: 17,089 shares; 2025Q2: 17,876 shares; 2025Q3: 21,022 shares; 2025Q4: 25,156 shares 25,156 $1.18M 0.02% +4,134 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,871 shares; 2024Q4: 105,587 shares; 2025Q1: 99,035 shares; 2025Q2: 103,954 shares; 2025Q3: 104,524 shares; 2025Q4: 102,945 shares 102,945 $1.18M 0.02% -1,579 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,681 shares; 2025Q2: 22,907 shares; 2025Q3: 5,591 shares; 2025Q4: 23,658 shares 23,658 $1.17M 0.02% +18,067 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,144 shares; 2025Q1: 8,634 shares; 2025Q2: 8,820 shares; 2025Q3: 9,015 shares; 2025Q4: 8,837 shares 8,837 $1.17M 0.02% -178 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,923 shares 65,923 $1.16M 0.02% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,522 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,564 shares 23,564 $1.16M 0.02% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,436 shares; 2025Q2: 19,862 shares; 2025Q3: 5,857 shares; 2025Q4: 26,595 shares 26,595 $1.15M 0.02% +20,738 Timeline IYF 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: 5,818 shares; 2024Q4: 6,218 shares; 2025Q1: 7,687 shares; 2025Q2: 8,852 shares; 2025Q3: 9,984 shares; 2025Q4: 8,945 shares 8,945 $1.15M 0.02% -1,039 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: 61,423 shares; 2024Q4: 42,537 shares; 2025Q1: 38,940 shares; 2025Q2: 14,912 shares; 2025Q3: 14,473 shares; 2025Q4: 13,382 shares 13,382 $1.15M 0.02% -1,091 Timeline DNOV 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: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 23,585 shares; 2025Q4: 23,585 shares 23,585 $1.15M 0.02% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,107 shares; 2025Q2: 8,966 shares; 2025Q3: 15,031 shares; 2025Q4: 21,818 shares 21,818 $1.15M 0.02% +6,787 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 864 shares; 2025Q1: 860 shares; 2025Q2: 929 shares; 2025Q3: 2,762 shares; 2025Q4: 2,438 shares 2,438 $1.15M 0.02% -324 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: not reported; 2025Q4: 48,173 shares 48,173 $1.14M 0.02% new 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: 172,240 shares; 2024Q4: 211,001 shares; 2025Q1: 31,454 shares; 2025Q2: 25,490 shares; 2025Q3: 24,481 shares; 2025Q4: 24,480 shares 24,480 $1.14M 0.02% -1 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: 3,397 shares; 2024Q4: 3,314 shares; 2025Q1: 18,187 shares; 2025Q2: 24,660 shares; 2025Q3: 24,840 shares; 2025Q4: 28,360 shares 28,360 $1.14M 0.02% +3,520 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: 8,696 shares; 2025Q2: 8,716 shares; 2025Q3: 9,275 shares; 2025Q4: 10,344 shares 10,344 $1.13M 0.02% +1,069 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,095 shares; 2025Q3: 5,795 shares; 2025Q4: 12,987 shares 12,987 $1.13M 0.02% +7,192 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,080 shares; 2025Q4: 22,817 shares 22,817 $1.12M 0.02% +737 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,340 shares; 2025Q4: 25,974 shares 25,974 $1.12M 0.02% +4,634 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,813 shares 11,813 $1.12M 0.02% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 14,793 shares; 2025Q2: 29,156 shares; 2025Q3: 29,179 shares; 2025Q4: 31,033 shares 31,033 $1.12M 0.02% +1,854 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,144 shares; 2025Q2: 19,954 shares; 2025Q3: 24,294 shares; 2025Q4: 22,204 shares 22,204 $1.12M 0.02% -2,090 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,503 shares; 2025Q2: 76,861 shares; 2025Q3: 79,503 shares; 2025Q4: 73,496 shares 73,496 $1.11M 0.02% -6,007 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 10,075 shares; 2025Q1: 11,491 shares; 2025Q2: 12,793 shares; 2025Q3: 27,750 shares; 2025Q4: 29,992 shares 29,992 $1.1M 0.02% +2,242 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 3,778 shares; 2025Q1: 5,879 shares; 2025Q2: 56,300 shares; 2025Q3: 57,551 shares; 2025Q4: 29,047 shares 29,047 $1.1M 0.02% -28,504 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: 55,802 shares; 2024Q4: 55,573 shares; 2025Q1: 57,579 shares; 2025Q2: 57,630 shares; 2025Q3: 59,179 shares; 2025Q4: 58,573 shares 58,573 $1.1M 0.02% -606 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,443 shares 8,443 $1.1M 0.02% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,136 shares; 2024Q4: 25,498 shares; 2025Q1: 27,730 shares; 2025Q2: 21,748 shares; 2025Q3: 22,989 shares; 2025Q4: 23,012 shares 23,012 $1.1M 0.02% +23 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,269 shares; 2024Q4: 25,136 shares; 2025Q1: 26,475 shares; 2025Q2: 24,450 shares; 2025Q3: 23,163 shares; 2025Q4: 27,967 shares 27,967 $1.1M 0.02% +4,804 Timeline AVUV 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: 9,089 shares; 2024Q4: 9,101 shares; 2025Q1: 9,943 shares; 2025Q2: 11,165 shares; 2025Q3: 10,940 shares; 2025Q4: 10,777 shares 10,777 $1.1M 0.02% -163 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,720 shares 43,720 $1.09M 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,769 shares; 2024Q4: 53,369 shares; 2025Q1: 86,892 shares; 2025Q2: 91,328 shares; 2025Q3: 46,199 shares; 2025Q4: 63,195 shares 63,195 $1.09M 0.02% +16,996 Timeline SPYG 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: 3,520 shares; 2024Q4: 3,414 shares; 2025Q1: 8,252 shares; 2025Q2: 9,165 shares; 2025Q3: 9,949 shares; 2025Q4: 10,193 shares 10,193 $1.09M 0.02% +244 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: 5,479 shares; 2024Q4: 5,478 shares; 2025Q1: 5,279 shares; 2025Q2: 4,921 shares; 2025Q3: 4,868 shares; 2025Q4: 6,245 shares 6,245 $1.08M 0.02% +1,377 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,837 shares; 2025Q1: 3,163 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,895 shares 3,895 $1.08M 0.02% +495 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,146 shares; 2025Q1: 18,198 shares; 2025Q2: 17,647 shares; 2025Q3: 18,968 shares; 2025Q4: 18,289 shares 18,289 $1.08M 0.02% -679 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: 13,119 shares; 2024Q4: 12,700 shares; 2025Q1: 12,431 shares; 2025Q2: 12,603 shares; 2025Q3: 54,370 shares; 2025Q4: 52,301 shares 52,301 $1.08M 0.02% -2,069 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 1,997 shares; 2025Q1: 2,452 shares; 2025Q2: 2,733 shares; 2025Q3: 3,039 shares; 2025Q4: 3,851 shares 3,851 $1.07M 0.02% +812 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,945 shares; 2025Q3: 17,591 shares; 2025Q4: 15,697 shares 15,697 $1.07M 0.02% -1,894 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,080 shares 24,080 $1.07M 0.02% new 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: 5,235 shares; 2024Q4: 6,746 shares; 2025Q1: 7,287 shares; 2025Q2: 7,078 shares; 2025Q3: 7,317 shares; 2025Q4: 6,695 shares 6,695 $1.07M 0.02% -622 Timeline SCHX 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: 24,954 shares; 2025Q2: 101,913 shares; 2025Q3: 33,143 shares; 2025Q4: 39,590 shares 39,590 $1.07M 0.02% +6,447 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,394 shares; 2025Q2: 18,242 shares; 2025Q3: 21,643 shares; 2025Q4: 20,721 shares 20,721 $1.06M 0.02% -922 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 12,147 shares; 2025Q3: 17,958 shares; 2025Q4: 17,492 shares 17,492 $1.06M 0.02% -466 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: 11,331 shares; 2024Q4: 15,280 shares; 2025Q1: 15,771 shares; 2025Q2: 16,161 shares; 2025Q3: 20,354 shares; 2025Q4: 20,320 shares 20,320 $1.05M 0.02% -34 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 12,682 shares; 2025Q1: 12,156 shares; 2025Q2: 11,638 shares; 2025Q3: 11,220 shares; 2025Q4: 11,346 shares 11,346 $1.05M 0.02% +126 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 3,373 shares; 2025Q1: 13,555 shares; 2025Q2: 11,027 shares; 2025Q3: 12,058 shares; 2025Q4: 12,249 shares 12,249 $1.05M 0.02% +191 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,726 shares 9,726 $1.04M 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 2,153 shares; 2025Q1: 2,089 shares; 2025Q2: 2,758 shares; 2025Q3: 2,883 shares; 2025Q4: 6,454 shares 6,454 $1.04M 0.02% +3,571 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: 4,049 shares; 2025Q3: 4,086 shares; 2025Q4: 4,300 shares 4,300 $1.04M 0.02% +214 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 10,987 shares; 2025Q1: 16,750 shares; 2025Q2: 17,289 shares; 2025Q3: 18,046 shares; 2025Q4: 17,957 shares 17,957 $1.04M 0.02% -89 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,591 shares; 2025Q1: 2,962 shares; 2025Q2: 2,836 shares; 2025Q3: 3,269 shares; 2025Q4: 3,506 shares 3,506 $1.04M 0.02% +237 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,702 shares; 2024Q4: 9,833 shares; 2025Q1: 8,973 shares; 2025Q2: 9,130 shares; 2025Q3: 7,817 shares; 2025Q4: 7,877 shares 7,877 $1.03M 0.02% +60 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,732 shares; 2025Q2: 19,262 shares; 2025Q3: 18,187 shares; 2025Q4: 16,550 shares 16,550 $1.03M 0.02% -1,637 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: not reported; 2024Q4: not reported; 2025Q1: 22,964 shares; 2025Q2: not reported; 2025Q3: 31,432 shares; 2025Q4: 42,944 shares 42,944 $1.03M 0.02% +11,512 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: 4,745 shares; 2024Q4: 9,213 shares; 2025Q1: 11,193 shares; 2025Q2: 19,386 shares; 2025Q3: 21,872 shares; 2025Q4: 39,315 shares 39,315 $1.03M 0.02% +17,443 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,800 shares; 2025Q3: 13,165 shares; 2025Q4: 15,091 shares 15,091 $1.03M 0.02% +1,926 Timeline ISCG 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: 18,513 shares 18,513 $1.03M 0.02% new Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,347 shares; 2025Q4: 20,490 shares 20,490 $1.03M 0.02% +1,143 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,691 shares; 2025Q2: 14,866 shares; 2025Q3: 14,006 shares; 2025Q4: 15,715 shares 15,715 $1.02M 0.02% +1,709 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,328 shares; 2024Q4: 47,064 shares; 2025Q1: 48,633 shares; 2025Q2: 47,552 shares; 2025Q3: 45,224 shares; 2025Q4: 41,891 shares 41,891 $1.02M 0.02% -3,333 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 11,200 shares; 2025Q2: 20,004 shares; 2025Q3: 20,803 shares; 2025Q4: 21,469 shares 21,469 $1.02M 0.02% +666 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,002 shares; 2025Q2: 25,932 shares; 2025Q3: 26,789 shares; 2025Q4: 31,590 shares 31,590 $1.02M 0.02% +4,801 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,542 shares; 2025Q1: 10,477 shares; 2025Q2: 11,020 shares; 2025Q3: 11,119 shares; 2025Q4: 10,956 shares 10,956 $1.02M 0.02% -163 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,243 shares; 2025Q1: 2,310 shares; 2025Q2: 2,376 shares; 2025Q3: 2,454 shares; 2025Q4: 2,442 shares 2,442 $1.02M 0.02% -12 Timeline IGM 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: 6,005 shares; 2024Q4: 6,584 shares; 2025Q1: 6,981 shares; 2025Q2: 7,076 shares; 2025Q3: 6,978 shares; 2025Q4: 7,848 shares 7,848 $1.01M 0.02% +870 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: 28,794 shares; 2024Q4: 18,553 shares; 2025Q1: 66,177 shares; 2025Q2: 64,071 shares; 2025Q3: 65,075 shares; 2025Q4: 58,385 shares 58,385 $1.01M 0.02% -6,690 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: 6,170 shares; 2024Q4: 5,399 shares; 2025Q1: 11,100 shares; 2025Q2: 12,584 shares; 2025Q3: 12,116 shares; 2025Q4: 9,187 shares 9,187 $1.01M 0.02% -2,929 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,839 shares; 2024Q4: 57,398 shares; 2025Q1: 57,195 shares; 2025Q2: 67,589 shares; 2025Q3: 121,595 shares; 2025Q4: 94,327 shares 94,327 $1.01M 0.02% -27,268 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 13,139 shares; 2025Q1: 12,754 shares; 2025Q2: 12,834 shares; 2025Q3: 12,834 shares; 2025Q4: 12,834 shares 12,834 $1.01M 0.02% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,432 shares; 2024Q4: 18,125 shares; 2025Q1: 17,918 shares; 2025Q2: 22,079 shares; 2025Q3: 24,331 shares; 2025Q4: 55,332 shares 55,332 $1.01M 0.02% +31,001 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,989 shares 38,989 $1M 0.02% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,944 shares 10,944 $1M 0.02% new 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: 14,677 shares; 2024Q4: 15,772 shares; 2025Q1: 21,377 shares; 2025Q2: 22,726 shares; 2025Q3: 20,396 shares; 2025Q4: 27,566 shares 27,566 $999K 0.02% +7,170 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,833 shares; 2024Q4: 20,134 shares; 2025Q1: 18,932 shares; 2025Q2: 18,024 shares; 2025Q3: 23,396 shares; 2025Q4: 24,724 shares 24,724 $998K 0.02% +1,328 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,738 shares; 2024Q4: 72,855 shares; 2025Q1: 109,536 shares; 2025Q2: 85,236 shares; 2025Q3: 81,316 shares; 2025Q4: 76,316 shares 76,316 $994K 0.02% -5,000 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,547 shares; 2025Q4: 14,720 shares 14,720 $994K 0.02% +1,173 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 123 shares; 2025Q3: 170 shares; 2025Q4: 493 shares 493 $993K 0.02% +323 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,784 shares; 2025Q3: 13,145 shares; 2025Q4: 16,679 shares 16,679 $992K 0.02% +3,534 Timeline IAK 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: 4,179 shares; 2025Q3: 3,911 shares; 2025Q4: 7,289 shares 7,289 $992K 0.02% +3,378 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: 2,067 shares; 2024Q4: 1,916 shares; 2025Q1: 4,340 shares; 2025Q2: 4,170 shares; 2025Q3: 7,310 shares; 2025Q4: 9,632 shares 9,632 $990K 0.02% +2,322 Timeline HYDB 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: 8,954 shares; 2024Q4: 9,568 shares; 2025Q1: 13,962 shares; 2025Q2: 15,761 shares; 2025Q3: 20,023 shares; 2025Q4: 20,814 shares 20,814 $986K 0.02% +791 Timeline VLUE 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: 5,455 shares; 2024Q4: 5,120 shares; 2025Q1: 6,807 shares; 2025Q2: 6,835 shares; 2025Q3: 7,869 shares; 2025Q4: 7,184 shares 7,184 $982K 0.02% -685 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,842 shares; 2025Q1: 5,636 shares; 2025Q2: 6,085 shares; 2025Q3: 11,879 shares; 2025Q4: 12,358 shares 12,358 $976K 0.02% +479 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,270 shares; 2025Q2: 19,755 shares; 2025Q3: 41,903 shares; 2025Q4: 50,396 shares 50,396 $972K 0.02% +8,493 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: 3,168 shares; 2024Q4: 3,525 shares; 2025Q1: 3,375 shares; 2025Q2: 3,692 shares; 2025Q3: 5,189 shares; 2025Q4: 4,523 shares 4,523 $972K 0.02% -666 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: 5,210 shares; 2024Q4: 4,680 shares; 2025Q1: 5,599 shares; 2025Q2: 10,339 shares; 2025Q3: 10,392 shares; 2025Q4: 13,133 shares 13,133 $968K 0.02% +2,741 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 1,923 shares; 2025Q1: 2,083 shares; 2025Q2: 1,588 shares; 2025Q3: 1,437 shares; 2025Q4: 1,435 shares 1,435 $967K 0.02% -2 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,408 shares; 2025Q2: 13,678 shares; 2025Q3: 14,388 shares; 2025Q4: 13,589 shares 13,589 $963K 0.02% -799 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: 8,887 shares; 2024Q4: 10,288 shares; 2025Q1: 10,014 shares; 2025Q2: 13,162 shares; 2025Q3: 14,444 shares; 2025Q4: 14,361 shares 14,361 $963K 0.02% -83 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,057 shares; 2025Q4: 8,730 shares 8,730 $963K 0.02% +6,673 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,593 shares 40,593 $962K 0.02% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,296 shares; 2025Q4: 11,568 shares 11,568 $954K 0.02% +2,272 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,436 shares; 2024Q4: 43,634 shares; 2025Q1: 43,634 shares; 2025Q2: 29,622 shares; 2025Q3: 31,126 shares; 2025Q4: 28,426 shares 28,426 $953K 0.02% -2,700 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 6,062 shares; 2025Q1: 21,424 shares; 2025Q2: 21,131 shares; 2025Q3: 20,171 shares; 2025Q4: 18,404 shares 18,404 $952K 0.02% -1,767 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,847 shares; 2025Q1: 7,121 shares; 2025Q2: 7,441 shares; 2025Q3: 7,358 shares; 2025Q4: 7,683 shares 7,683 $952K 0.02% +325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,350 shares; 2025Q3: 11,750 shares; 2025Q4: 13,482 shares 13,482 $949K 0.02% +1,732 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: 10,165 shares; 2024Q4: 5,180 shares; 2025Q1: 8,467 shares; 2025Q2: 8,542 shares; 2025Q3: 9,159 shares; 2025Q4: 9,740 shares 9,740 $943K 0.02% +581 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: 12,738 shares; 2024Q4: 12,270 shares; 2025Q1: 12,057 shares; 2025Q2: 14,897 shares; 2025Q3: 15,209 shares; 2025Q4: 18,571 shares 18,571 $942K 0.02% +3,362 Timeline QQQM 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: 1,033 shares; 2024Q4: 1,992 shares; 2025Q1: 1,678 shares; 2025Q2: 3,531 shares; 2025Q3: 3,451 shares; 2025Q4: 3,711 shares 3,711 $939K 0.02% +260 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,565 shares; 2025Q1: 3,741 shares; 2025Q2: 4,679 shares; 2025Q3: 4,268 shares; 2025Q4: 5,750 shares 5,750 $938K 0.02% +1,482 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 10,916 shares; 2025Q1: 35,766 shares; 2025Q2: 37,811 shares; 2025Q3: 46,621 shares; 2025Q4: 25,153 shares 25,153 $931K 0.02% -21,468 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,821 shares; 2024Q4: 16,425 shares; 2025Q1: 15,537 shares; 2025Q2: 15,875 shares; 2025Q3: 18,672 shares; 2025Q4: 25,890 shares 25,890 $928K 0.02% +7,218 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: not reported; 2024Q4: 847 shares; 2025Q1: 986 shares; 2025Q2: 1,601 shares; 2025Q3: 2,505 shares; 2025Q4: 2,585 shares 2,585 $923K 0.02% +80 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,661 shares; 2025Q3: 4,389 shares; 2025Q4: 4,219 shares 4,219 $917K 0.02% -170 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 10,529 shares; 2025Q1: 11,796 shares; 2025Q2: 14,264 shares; 2025Q3: 17,101 shares; 2025Q4: 19,064 shares 19,064 $912K 0.02% +1,963 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,834 shares 16,834 $910K 0.02% new 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: 18,723 shares 18,723 $910K 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,515 shares; 2025Q4: 7,254 shares 7,254 $905K 0.02% +2,739 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,110 shares; 2024Q4: 22,138 shares; 2025Q1: 11,664 shares; 2025Q2: 26,624 shares; 2025Q3: 25,095 shares; 2025Q4: 24,161 shares 24,161 $903K 0.02% -934 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: 3,398 shares; 2024Q4: 3,316 shares; 2025Q1: 3,197 shares; 2025Q2: 3,188 shares; 2025Q3: 3,346 shares; 2025Q4: 3,478 shares 3,478 $902K 0.02% +132 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,242 shares; 2024Q4: 37,222 shares; 2025Q1: 44,804 shares; 2025Q2: 40,077 shares; 2025Q3: 22,814 shares; 2025Q4: 17,873 shares 17,873 $902K 0.02% -4,941 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: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 2,507 shares; 2025Q3: 2,732 shares; 2025Q4: 3,518 shares 3,518 $901K 0.02% +786 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,916 shares; 2024Q4: 118,640 shares; 2025Q1: 98,665 shares; 2025Q2: 98,704 shares; 2025Q3: 98,742 shares; 2025Q4: 97,703 shares 97,703 $901K 0.02% -1,039 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,571 shares 20,571 $900K 0.02% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: 26,289 shares; 2025Q1: 26,289 shares; 2025Q2: 26,289 shares; 2025Q3: 26,289 shares; 2025Q4: 31,517 shares 31,517 $899K 0.02% +5,228 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 2,401 shares; 2025Q4: 2,134 shares 2,134 $895K 0.02% -267 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,911 shares; 2025Q2: 10,911 shares; 2025Q3: 10,782 shares; 2025Q4: 10,445 shares 10,445 $894K 0.02% -337 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 4,870 shares; 2025Q1: 4,986 shares; 2025Q2: 4,947 shares; 2025Q3: 4,818 shares; 2025Q4: 6,297 shares 6,297 $889K 0.02% +1,479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,026 shares; 2025Q3: 6,026 shares; 2025Q4: 6,276 shares 6,276 $888K 0.02% +250 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,001 shares; 2025Q1: 2,006 shares; 2025Q2: 2,013 shares; 2025Q3: 2,086 shares; 2025Q4: 2,942 shares 2,942 $886K 0.02% +856 Timeline IOO 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: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,965 shares 6,965 $882K 0.02% +445 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: 6,214 shares; 2024Q4: not reported; 2025Q1: 5,331 shares; 2025Q2: 15,563 shares; 2025Q3: 15,741 shares; 2025Q4: 13,841 shares 13,841 $882K 0.02% -1,900 Timeline VAW 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: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,244 shares 4,244 $881K 0.02% +40 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,034 shares; 2025Q1: 4,073 shares; 2025Q2: 4,253 shares; 2025Q3: 4,254 shares; 2025Q4: 4,388 shares 4,388 $881K 0.02% +134 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,889 shares; 2024Q4: 71,085 shares; 2025Q1: 74,715 shares; 2025Q2: 74,797 shares; 2025Q3: 74,878 shares; 2025Q4: 74,960 shares 74,960 $878K 0.02% +82 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,632 shares 19,632 $874K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,644 shares; 2024Q4: not reported; 2025Q1: 7,394 shares; 2025Q2: 12,410 shares; 2025Q3: 15,632 shares; 2025Q4: 18,067 shares 18,067 $873K 0.02% +2,435 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,261 shares 13,261 $867K 0.02% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 5,398 shares; 2025Q1: 5,936 shares; 2025Q2: 7,397 shares; 2025Q3: 6,015 shares; 2025Q4: 6,356 shares 6,356 $867K 0.02% +341 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,983 shares; 2025Q3: 8,984 shares; 2025Q4: 8,988 shares 8,988 $866K 0.02% +4 Timeline ROBT 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: 6,594 shares; 2024Q4: 9,534 shares; 2025Q1: 55,821 shares; 2025Q2: 15,746 shares; 2025Q3: 15,836 shares; 2025Q4: 16,682 shares 16,682 $865K 0.02% +846 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: 2,873 shares; 2024Q4: 3,202 shares; 2025Q1: 4,884 shares; 2025Q2: 4,525 shares; 2025Q3: 4,724 shares; 2025Q4: 5,818 shares 5,818 $862K 0.02% +1,094 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 14,536 shares; 2025Q1: 15,800 shares; 2025Q2: 15,942 shares; 2025Q3: 14,741 shares; 2025Q4: 14,333 shares 14,333 $862K 0.02% -408 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: not reported; 2024Q4: not reported; 2025Q1: 3,378 shares; 2025Q2: 3,894 shares; 2025Q3: 8,763 shares; 2025Q4: 10,804 shares 10,804 $861K 0.02% +2,041 Timeline PPH 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: 7,780 shares; 2025Q3: 7,690 shares; 2025Q4: 8,297 shares 8,297 $856K 0.02% +607 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: 13,061 shares 13,061 $856K 0.02% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,371 shares; 2024Q4: 17,525 shares; 2025Q1: 18,295 shares; 2025Q2: 20,229 shares; 2025Q3: 20,920 shares; 2025Q4: 19,933 shares 19,933 $852K 0.02% -987 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 5,289 shares; 2025Q1: 83,354 shares; 2025Q2: 14,648 shares; 2025Q3: 14,633 shares; 2025Q4: 15,371 shares 15,371 $849K 0.02% +738 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,530 shares; 2025Q1: 6,478 shares; 2025Q2: 7,242 shares; 2025Q3: 5,343 shares; 2025Q4: 6,130 shares 6,130 $846K 0.02% +787 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: 4,143 shares; 2024Q4: 3,820 shares; 2025Q1: 5,567 shares; 2025Q2: 6,996 shares; 2025Q3: 7,408 shares; 2025Q4: 7,803 shares 7,803 $846K 0.02% +395 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 5,208 shares; 2025Q1: 5,174 shares; 2025Q2: 5,097 shares; 2025Q3: 5,362 shares; 2025Q4: 5,263 shares 5,263 $841K 0.02% -99 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,770 shares; 2024Q4: 133,618 shares; 2025Q1: 133,618 shares; 2025Q2: 133,618 shares; 2025Q3: 133,618 shares; 2025Q4: 133,618 shares 133,618 $838K 0.02% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,566 shares; 2025Q1: 2,572 shares; 2025Q2: 2,714 shares; 2025Q3: 2,883 shares; 2025Q4: 2,885 shares 2,885 $837K 0.02% +2 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,339 shares; 2024Q4: not reported; 2025Q1: 35,988 shares; 2025Q2: 37,075 shares; 2025Q3: 37,900 shares; 2025Q4: 34,048 shares 34,048 $831K 0.02% -3,852 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13,660 shares; 2025Q1: 13,392 shares; 2025Q2: 11,519 shares; 2025Q3: 13,555 shares; 2025Q4: 16,432 shares 16,432 $830K 0.02% +2,877 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,727 shares; 2025Q4: 17,273 shares 17,273 $829K 0.02% -1,454 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,592 shares; 2024Q4: 19,079 shares; 2025Q1: 25,747 shares; 2025Q2: 18,958 shares; 2025Q3: 18,690 shares; 2025Q4: 18,683 shares 18,683 $829K 0.02% -7 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,503 shares; 2024Q4: 14,719 shares; 2025Q1: 11,414 shares; 2025Q2: 34,530 shares; 2025Q3: 32,589 shares; 2025Q4: 32,879 shares 32,879 $828K 0.02% +290 Timeline MSTR 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: 2,860 shares; 2024Q4: 3,754 shares; 2025Q1: 5,433 shares; 2025Q2: 5,480 shares; 2025Q3: 5,665 shares; 2025Q4: 5,444 shares 5,444 $827K 0.02% -221 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,592 shares; 2025Q1: 38,513 shares; 2025Q2: 38,008 shares; 2025Q3: 59,189 shares; 2025Q4: 67,866 shares 67,866 $825K 0.02% +8,677 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 5,407 shares; 2025Q1: 8,167 shares; 2025Q2: 9,006 shares; 2025Q3: 12,565 shares; 2025Q4: 13,767 shares 13,767 $825K 0.02% +1,202 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,735 shares; 2025Q1: 12,547 shares; 2025Q2: 25,506 shares; 2025Q3: 22,312 shares; 2025Q4: 21,812 shares 21,812 $825K 0.02% -500 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: 25,060 shares; 2024Q4: 24,085 shares; 2025Q1: 17,794 shares; 2025Q2: 17,300 shares; 2025Q3: 16,827 shares; 2025Q4: 15,326 shares 15,326 $823K 0.02% -1,501 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,053 shares; 2025Q2: 10,517 shares; 2025Q3: 10,895 shares; 2025Q4: 11,786 shares 11,786 $819K 0.02% +891 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,552 shares; 2024Q4: 16,253 shares; 2025Q1: 14,764 shares; 2025Q2: 14,764 shares; 2025Q3: 15,144 shares; 2025Q4: 25,167 shares 25,167 $819K 0.02% +10,023 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,938 shares; 2024Q4: 48,640 shares; 2025Q1: 126,664 shares; 2025Q2: 146,528 shares; 2025Q3: 152,627 shares; 2025Q4: 147,061 shares 147,061 $818K 0.02% -5,566 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,112 shares; 2025Q1: 3,305 shares; 2025Q2: 3,632 shares; 2025Q3: 3,696 shares; 2025Q4: 3,662 shares 3,662 $817K 0.02% -34 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,884 shares; 2025Q4: 32,065 shares 32,065 $817K 0.02% -819 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,547 shares; 2024Q4: 12,790 shares; 2025Q1: 11,251 shares; 2025Q2: 10,876 shares; 2025Q3: 10,789 shares; 2025Q4: 10,222 shares 10,222 $816K 0.02% -567 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 8,348 shares; 2025Q4: 9,556 shares 9,556 $816K 0.02% +1,208 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,934 shares; 2024Q4: 10,085 shares; 2025Q1: 10,822 shares; 2025Q2: 13,993 shares; 2025Q3: 17,321 shares; 2025Q4: 16,166 shares 16,166 $808K 0.02% -1,155 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: not reported; 2025Q4: 6,504 shares 6,504 $808K 0.02% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,215 shares; 2024Q4: 22,475 shares; 2025Q1: 28,329 shares; 2025Q2: 13,215 shares; 2025Q3: 15,305 shares; 2025Q4: 16,284 shares 16,284 $808K 0.02% +979 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 800 shares; 2025Q1: 758 shares; 2025Q2: 1,225 shares; 2025Q3: 1,435 shares; 2025Q4: 1,319 shares 1,319 $807K 0.02% -116 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 8,628 shares; 2025Q1: 5,927 shares; 2025Q2: 6,078 shares; 2025Q3: 6,499 shares; 2025Q4: 6,803 shares 6,803 $806K 0.02% +304 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,354 shares; 2025Q2: 3,003 shares; 2025Q3: 2,896 shares; 2025Q4: 4,575 shares 4,575 $805K 0.02% +1,679 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 5,534 shares; 2025Q1: 11,075 shares; 2025Q2: 11,978 shares; 2025Q3: 12,230 shares; 2025Q4: 6,377 shares 6,377 $802K 0.02% -5,853 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: not reported; 2024Q4: not reported; 2025Q1: 12,279 shares; 2025Q2: 17,608 shares; 2025Q3: 9,362 shares; 2025Q4: 9,764 shares 9,764 $801K 0.02% +402 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 6,498 shares; 2025Q1: 12,658 shares; 2025Q2: 14,631 shares; 2025Q3: 15,188 shares; 2025Q4: 15,204 shares 15,204 $800K 0.02% +16 Timeline GOCT 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: 17,600 shares; 2024Q4: 20,250 shares; 2025Q1: 22,010 shares; 2025Q2: 21,010 shares; 2025Q3: 21,010 shares; 2025Q4: 20,310 shares 20,310 $798K 0.02% -700 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: 6,843 shares; 2024Q4: 9,628 shares; 2025Q1: 9,628 shares; 2025Q2: 7,343 shares; 2025Q3: 14,956 shares; 2025Q4: 15,068 shares 15,068 $798K 0.02% +112 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 6,149 shares; 2025Q1: 5,377 shares; 2025Q2: 7,942 shares; 2025Q3: 8,651 shares; 2025Q4: 7,620 shares 7,620 $793K 0.02% -1,031 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: 1,874 shares; 2024Q4: 1,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares 5,822 $792K 0.02% new 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: 39,598 shares; 2024Q4: 6,467 shares; 2025Q1: 16,142 shares; 2025Q2: 11,761 shares; 2025Q3: 6,262 shares; 2025Q4: 6,488 shares 6,488 $791K 0.02% +226 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188 shares; 2024Q4: 8,211 shares; 2025Q1: 9,702 shares; 2025Q2: 9,584 shares; 2025Q3: 9,584 shares; 2025Q4: 9,584 shares 9,584 $791K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,292 shares; 2025Q3: 1,415 shares; 2025Q4: 4,273 shares 4,273 $791K 0.02% +2,858 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,859 shares; 2024Q4: 75,833 shares; 2025Q1: 75,286 shares; 2025Q2: 77,625 shares; 2025Q3: 80,784 shares; 2025Q4: 78,144 shares 78,144 $790K 0.02% -2,640 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 4,582 shares; 2025Q1: 4,116 shares; 2025Q2: 4,007 shares; 2025Q3: 3,731 shares; 2025Q4: 3,876 shares 3,876 $789K 0.02% +145 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,148 shares; 2024Q4: 19,357 shares; 2025Q1: 20,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,667 shares 33,667 $788K 0.02% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,527 shares; 2024Q4: 13,872 shares; 2025Q1: 13,513 shares; 2025Q2: 12,118 shares; 2025Q3: 12,410 shares; 2025Q4: 12,526 shares 12,526 $788K 0.02% +116 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 3,518 shares; 2025Q1: 3,360 shares; 2025Q2: 7,272 shares; 2025Q3: 9,000 shares; 2025Q4: 9,751 shares 9,751 $787K 0.02% +751 Timeline KCE 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: 4,346 shares; 2024Q4: 4,643 shares; 2025Q1: 5,115 shares; 2025Q2: 5,115 shares; 2025Q3: 5,305 shares; 2025Q4: 5,222 shares 5,222 $783K 0.02% -83 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,972 shares; 2025Q4: 5,449 shares 5,449 $781K 0.02% +477 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 4,753 shares; 2025Q4: 5,233 shares 5,233 $780K 0.02% +480 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,101 shares; 2025Q2: 47,497 shares; 2025Q3: 55,279 shares; 2025Q4: 48,219 shares 48,219 $775K 0.02% -7,060 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: 993 shares; 2024Q4: 1,107 shares; 2025Q1: 1,932 shares; 2025Q2: 3,021 shares; 2025Q3: 2,282 shares; 2025Q4: 2,205 shares 2,205 $773K 0.02% -77 Timeline XTL 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: 4,441 shares; 2025Q4: 5,044 shares 5,044 $773K 0.02% +603 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,558 shares; 2025Q2: 6,539 shares; 2025Q3: 6,770 shares; 2025Q4: 9,004 shares 9,004 $772K 0.02% +2,234 Timeline IFV 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: 30,895 shares; 2024Q4: 33,228 shares; 2025Q1: 31,145 shares; 2025Q2: 31,471 shares; 2025Q3: 31,551 shares; 2025Q4: 31,032 shares 31,032 $771K 0.02% -519 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,178 shares; 2025Q3: 22,823 shares; 2025Q4: 17,632 shares 17,632 $769K 0.02% -5,191 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,541 shares; 2025Q4: 25,513 shares 25,513 $767K 0.02% +972 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: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 11,035 shares; 2025Q3: 8,699 shares; 2025Q4: 13,322 shares 13,322 $766K 0.02% +4,623 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,535 shares; 2024Q4: 190,364 shares; 2025Q1: 206,823 shares; 2025Q2: 192,994 shares; 2025Q3: 245,332 shares; 2025Q4: 30,833 shares 30,833 $765K 0.02% -214,499 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,640 shares; 2024Q4: 21,585 shares; 2025Q1: 21,627 shares; 2025Q2: 21,705 shares; 2025Q3: 21,657 shares; 2025Q4: 21,701 shares 21,701 $765K 0.02% +44 Timeline IQDG 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: 6,621 shares; 2025Q2: not reported; 2025Q3: 19,082 shares; 2025Q4: 18,314 shares 18,314 $760K 0.02% -768 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,365 shares 23,365 $759K 0.02% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,343 shares; 2024Q4: 8,003 shares; 2025Q1: 9,172 shares; 2025Q2: 9,979 shares; 2025Q3: 11,295 shares; 2025Q4: 12,042 shares 12,042 $759K 0.02% +747 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,156 shares; 2025Q2: 1,501 shares; 2025Q3: 1,694 shares; 2025Q4: 1,787 shares 1,787 $754K 0.01% +93 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,953 shares 16,953 $753K 0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 7,555 shares; 2025Q1: 7,802 shares; 2025Q2: 7,818 shares; 2025Q3: 7,201 shares; 2025Q4: 7,331 shares 7,331 $751K 0.01% +130 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: 5,263 shares 5,263 $750K 0.01% +1,425 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,767 shares; 2025Q1: 3,252 shares; 2025Q2: 3,677 shares; 2025Q3: 3,739 shares; 2025Q4: 3,727 shares 3,727 $749K 0.01% -12 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 1,797 shares; 2025Q4: 2,479 shares 2,479 $749K 0.01% +682 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 29,050 shares 29,050 $745K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 2,047 shares; 2025Q4: 2,166 shares 2,166 $737K 0.01% +119 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 33,852 shares; 2025Q2: 33,593 shares; 2025Q3: 36,123 shares; 2025Q4: 36,236 shares 36,236 $735K 0.01% +113 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: 3,511 shares; 2024Q4: 3,982 shares; 2025Q1: 7,703 shares; 2025Q2: 7,469 shares; 2025Q3: 8,400 shares; 2025Q4: 3,589 shares 3,589 $733K 0.01% -4,811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,371 shares; 2025Q4: 7,237 shares 7,237 $730K 0.01% -134 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest 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: 7,219 shares; 2025Q4: 8,493 shares 8,493 $728K 0.01% +1,274 Timeline GTO 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: 13,741 shares; 2024Q4: 14,522 shares; 2025Q1: 16,033 shares; 2025Q2: 16,101 shares; 2025Q3: 15,927 shares; 2025Q4: 15,353 shares 15,353 $728K 0.01% -574 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,041 shares; 2025Q3: 10,051 shares; 2025Q4: 15,838 shares 15,838 $727K 0.01% +5,787 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,110 shares; 2025Q2: 17,086 shares; 2025Q3: 15,328 shares; 2025Q4: 15,187 shares 15,187 $723K 0.01% -141 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,828 shares; 2025Q4: 27,099 shares 27,099 $723K 0.01% +11,271 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,498 shares; 2025Q2: 22,523 shares; 2025Q3: 20,191 shares; 2025Q4: 21,221 shares 21,221 $723K 0.01% +1,030 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,580 shares; 2025Q4: 3,285 shares 3,285 $721K 0.01% +1,705 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,996 shares; 2025Q1: 6,181 shares; 2025Q2: 7,514 shares; 2025Q3: 7,320 shares; 2025Q4: 8,236 shares 8,236 $719K 0.01% +916 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,429 shares; 2024Q4: 12,265 shares; 2025Q1: 14,144 shares; 2025Q2: 13,099 shares; 2025Q3: 13,131 shares; 2025Q4: 24,346 shares 24,346 $718K 0.01% +11,215 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 17,102 shares; 2025Q1: 17,632 shares; 2025Q2: 17,663 shares; 2025Q3: 17,525 shares; 2025Q4: 17,811 shares 17,811 $717K 0.01% +286 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,051 shares; 2025Q3: 6,205 shares; 2025Q4: 6,816 shares 6,816 $714K 0.01% +611 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,434 shares; 2025Q2: 11,792 shares; 2025Q3: 12,210 shares; 2025Q4: 12,002 shares 12,002 $714K 0.01% -208 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,310 shares; 2024Q4: 20,684 shares; 2025Q1: 21,314 shares; 2025Q2: 22,247 shares; 2025Q3: 23,029 shares; 2025Q4: 21,226 shares 21,226 $712K 0.01% -1,803 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,381 shares; 2024Q4: 23,611 shares; 2025Q1: 23,611 shares; 2025Q2: 23,612 shares; 2025Q3: 23,036 shares; 2025Q4: 21,536 shares 21,536 $711K 0.01% -1,500 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,273 shares 27,273 $708K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,593 shares 1,593 $708K 0.01% +153 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 1,125 shares; 2025Q4: 1,044 shares 1,044 $706K 0.01% -81 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,221 shares; 2024Q4: 59,945 shares; 2025Q1: 62,863 shares; 2025Q2: 66,316 shares; 2025Q3: 83,528 shares; 2025Q4: 82,011 shares 82,011 $705K 0.01% -1,517 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,585 shares; 2024Q4: 27,964 shares; 2025Q1: 33,966 shares; 2025Q2: 35,163 shares; 2025Q3: 36,008 shares; 2025Q4: 26,303 shares 26,303 $704K 0.01% -9,705 Timeline GMAY 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: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 17,055 shares; 2025Q3: 17,055 shares; 2025Q4: 17,055 shares 17,055 $704K 0.01% 0 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM 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: 70,076 shares; 2025Q2: 73,000 shares; 2025Q3: 76,345 shares; 2025Q4: 70,866 shares 70,866 $704K 0.01% -5,479 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,151 shares; 2025Q3: 19,050 shares; 2025Q4: 19,050 shares 19,050 $702K 0.01% 0 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 13,778 shares 13,778 $697K 0.01% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,985 shares; 2025Q3: 18,067 shares; 2025Q4: 18,043 shares 18,043 $696K 0.01% -24 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 8,138 shares; 2025Q1: 8,324 shares; 2025Q2: 7,982 shares; 2025Q3: 7,794 shares; 2025Q4: 9,358 shares 9,358 $695K 0.01% +1,564 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624 shares; 2025Q4: 767 shares 767 $695K 0.01% +143 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,605 shares; 2024Q4: 61,731 shares; 2025Q1: 71,342 shares; 2025Q2: 98,864 shares; 2025Q3: 122,802 shares; 2025Q4: 109,838 shares 109,838 $692K 0.01% -12,964 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: 4,105 shares; 2024Q4: 9,463 shares; 2025Q1: 9,675 shares; 2025Q2: 8,486 shares; 2025Q3: 8,912 shares; 2025Q4: 8,700 shares 8,700 $691K 0.01% -212 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,285 shares; 2024Q4: 22,993 shares; 2025Q1: 34,743 shares; 2025Q2: 42,259 shares; 2025Q3: 21,803 shares; 2025Q4: 35,038 shares 35,038 $686K 0.01% +13,235 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,239 shares; 2025Q3: 7,947 shares; 2025Q4: 8,134 shares 8,134 $684K 0.01% +187 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,288 shares; 2025Q3: 7,374 shares; 2025Q4: 8,152 shares 8,152 $682K 0.01% +778 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: 3,709 shares; 2024Q4: 2,593 shares; 2025Q1: 4,600 shares; 2025Q2: 4,381 shares; 2025Q3: 5,721 shares; 2025Q4: 6,172 shares 6,172 $680K 0.01% +451 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,151 shares; 2025Q3: 3,749 shares; 2025Q4: 10,138 shares 10,138 $678K 0.01% +6,389 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: not reported; 2024Q4: not reported; 2025Q1: 1,517 shares; 2025Q2: 1,779 shares; 2025Q3: 2,871 shares; 2025Q4: 3,122 shares 3,122 $677K 0.01% +251 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,619 shares; 2025Q1: 5,557 shares; 2025Q2: 5,528 shares; 2025Q3: 5,483 shares; 2025Q4: 5,944 shares 5,944 $677K 0.01% +461 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: 10,624 shares; 2024Q4: 11,786 shares; 2025Q1: 16,235 shares; 2025Q2: 9,253 shares; 2025Q3: 9,632 shares; 2025Q4: 9,295 shares 9,295 $676K 0.01% -337 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,848 shares; 2025Q4: 13,745 shares 13,745 $675K 0.01% -103 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,221 shares 21,221 $672K 0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,918 shares 16,918 $670K 0.01% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN 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: 54,891 shares; 2025Q3: 101,061 shares; 2025Q4: 66,531 shares 66,531 $665K 0.01% -34,530 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,118 shares; 2025Q2: 3,449 shares; 2025Q3: 4,113 shares; 2025Q4: 9,752 shares 9,752 $664K 0.01% +5,639 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,140 shares; 2024Q4: 7,559 shares; 2025Q1: 3,203 shares; 2025Q2: 4,433 shares; 2025Q3: 3,498 shares; 2025Q4: 6,606 shares 6,606 $660K 0.01% +3,108 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,120 shares; 2025Q1: 15,267 shares; 2025Q2: 16,196 shares; 2025Q3: 48,488 shares; 2025Q4: 19,009 shares 19,009 $660K 0.01% -29,479 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,042 shares; 2025Q1: 34,732 shares; 2025Q2: 42,289 shares; 2025Q3: 21,257 shares; 2025Q4: 33,388 shares 33,388 $659K 0.01% +12,131 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 705 shares 705 $658K 0.01% +322 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: 8,031 shares 8,031 $656K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,055 shares; 2025Q3: 7,433 shares; 2025Q4: 13,611 shares 13,611 $655K 0.01% +6,178 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: 36,069 shares; 2024Q4: 29,400 shares; 2025Q1: 26,296 shares; 2025Q2: 25,388 shares; 2025Q3: 25,540 shares; 2025Q4: 29,223 shares 29,223 $653K 0.01% +3,683 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,686 shares; 2025Q3: 17,622 shares; 2025Q4: 17,622 shares 17,622 $652K 0.01% 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: 845 shares; 2024Q4: not reported; 2025Q1: 2,131 shares; 2025Q2: 2,861 shares; 2025Q3: 3,093 shares; 2025Q4: 2,996 shares 2,996 $650K 0.01% -97 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 12,485 shares; 2025Q1: 12,311 shares; 2025Q2: 13,527 shares; 2025Q3: 15,376 shares; 2025Q4: 14,085 shares 14,085 $650K 0.01% -1,291 Timeline LYFT LYFT INC More: the full row for LYFT 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: 33,398 shares 33,398 $647K 0.01% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 9,846 shares; 2025Q4: 13,506 shares 13,506 $647K 0.01% +3,660 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,131 shares 10,131 $647K 0.01% new 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: 3,157 shares; 2024Q4: 2,835 shares; 2025Q1: 4,295 shares; 2025Q2: 4,767 shares; 2025Q3: 6,181 shares; 2025Q4: 6,683 shares 6,683 $643K 0.01% +502 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: 2,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: 3,277 shares; 2025Q4: 7,748 shares 7,748 $643K 0.01% +4,471 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,307 shares; 2025Q3: 9,017 shares; 2025Q4: 8,032 shares 8,032 $639K 0.01% -985 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,288 shares 3,288 $639K 0.01% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,063 shares; 2025Q2: 5,078 shares; 2025Q3: 7,389 shares; 2025Q4: 7,473 shares 7,473 $636K 0.01% +84 Timeline HYLB 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: 11,420 shares; 2024Q4: 15,486 shares; 2025Q1: 15,329 shares; 2025Q2: 15,245 shares; 2025Q3: 17,934 shares; 2025Q4: 17,271 shares 17,271 $636K 0.01% -663 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,967 shares; 2025Q1: 5,580 shares; 2025Q2: 8,610 shares; 2025Q3: 9,401 shares; 2025Q4: 4,663 shares 4,663 $633K 0.01% -4,738 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 21,865 shares; 2025Q1: 22,444 shares; 2025Q2: 23,717 shares; 2025Q3: 22,531 shares; 2025Q4: 27,878 shares 27,878 $631K 0.01% +5,347 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 9,022 shares; 2025Q1: 9,022 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares; 2025Q4: 18,932 shares 18,932 $626K 0.01% +9,910 Timeline AZZ AZZ INC More: the full row for AZZ 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: 2,508 shares; 2025Q2: 6,623 shares; 2025Q3: 6,167 shares; 2025Q4: 5,833 shares 5,833 $625K 0.01% -334 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 12,801 shares; 2025Q1: 11,654 shares; 2025Q2: 12,658 shares; 2025Q3: 12,817 shares; 2025Q4: 13,022 shares 13,022 $619K 0.01% +205 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,347 shares; 2024Q4: 19,394 shares; 2025Q1: 16,114 shares; 2025Q2: 32,696 shares; 2025Q3: 18,129 shares; 2025Q4: 15,692 shares 15,692 $614K 0.01% -2,437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,288 shares; 2025Q3: 16,653 shares; 2025Q4: 15,123 shares 15,123 $611K 0.01% -1,530 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,167 shares; 2025Q4: 17,217 shares 17,217 $611K 0.01% +9,050 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,033 shares 2,033 $611K 0.01% new Timeline SMB 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: 27,300 shares; 2025Q1: 31,200 shares; 2025Q2: 34,500 shares; 2025Q3: 34,500 shares; 2025Q4: 34,923 shares 34,923 $608K 0.01% +423 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,909 shares; 2025Q3: 2,269 shares; 2025Q4: 2,693 shares 2,693 $607K 0.01% +424 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,072 shares; 2025Q4: 17,702 shares 17,702 $606K 0.01% +7,630 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 7,645 shares; 2025Q1: 8,963 shares; 2025Q2: 10,400 shares; 2025Q3: 15,239 shares; 2025Q4: 13,820 shares 13,820 $602K 0.01% -1,419 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 15,985 shares; 2025Q1: 15,641 shares; 2025Q2: 15,391 shares; 2025Q3: 15,374 shares; 2025Q4: 15,160 shares 15,160 $600K 0.01% -214 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,474 shares; 2025Q4: 17,996 shares 17,996 $599K 0.01% -478 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,521 shares; 2025Q2: 6,213 shares; 2025Q3: 7,094 shares; 2025Q4: 7,053 shares 7,053 $599K 0.01% -41 Timeline ISCF 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: 8,962 shares; 2025Q2: 10,798 shares; 2025Q3: 11,547 shares; 2025Q4: 14,406 shares 14,406 $598K 0.01% +2,859 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,512 shares 11,512 $596K 0.01% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,194 shares 17,194 $593K 0.01% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 4,886 shares; 2025Q1: 5,111 shares; 2025Q2: 5,123 shares; 2025Q3: 5,431 shares; 2025Q4: 5,441 shares 5,441 $591K 0.01% +10 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 3,701 shares; 2025Q4: 2,502 shares 2,502 $590K 0.01% -1,199 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 2,288 shares; 2025Q2: 2,439 shares; 2025Q3: 3,076 shares; 2025Q4: 3,256 shares 3,256 $590K 0.01% +180 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,771 shares; 2025Q3: 2,697 shares; 2025Q4: 2,754 shares 2,754 $589K 0.01% +57 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares 5,904 $588K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,264 shares; 2025Q1: 1,255 shares; 2025Q2: 1,265 shares; 2025Q3: 2,234 shares; 2025Q4: 2,129 shares 2,129 $586K 0.01% -105 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,188 shares; 2024Q4: 19,259 shares; 2025Q1: 22,881 shares; 2025Q2: 23,019 shares; 2025Q3: 24,333 shares; 2025Q4: 23,101 shares 23,101 $585K 0.01% -1,232 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: 15,739 shares; 2025Q1: 15,233 shares; 2025Q2: 15,502 shares; 2025Q3: 15,657 shares; 2025Q4: 15,809 shares 15,809 $585K 0.01% +152 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,299 shares; 2025Q3: 6,023 shares; 2025Q4: 6,006 shares 6,006 $583K 0.01% -17 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 23,014 shares; 2025Q1: 23,926 shares; 2025Q2: 24,033 shares; 2025Q3: 24,226 shares; 2025Q4: 22,616 shares 22,616 $583K 0.01% -1,610 Timeline PBTP 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: 18,326 shares; 2024Q4: 19,307 shares; 2025Q1: 17,305 shares; 2025Q2: 21,398 shares; 2025Q3: 21,573 shares; 2025Q4: 22,441 shares 22,441 $582K 0.01% +868 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,008 shares; 2025Q2: 1,719 shares; 2025Q3: 2,856 shares; 2025Q4: 2,605 shares 2,605 $581K 0.01% -251 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 30,498 shares; 2025Q4: 25,911 shares 25,911 $581K 0.01% -4,587 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 4,848 shares; 2025Q1: 4,563 shares; 2025Q2: 4,520 shares; 2025Q3: 4,511 shares; 2025Q4: 4,461 shares 4,461 $580K 0.01% -50 Timeline DGT 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: 2,105 shares; 2025Q2: 2,506 shares; 2025Q3: 2,509 shares; 2025Q4: 3,477 shares 3,477 $580K 0.01% +968 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 7,115 shares 7,115 $577K 0.01% +5,365 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 11,081 shares; 2025Q1: 11,615 shares; 2025Q2: 10,425 shares; 2025Q3: 28,444 shares; 2025Q4: 35,734 shares 35,734 $575K 0.01% +7,290 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: 9,279 shares; 2025Q2: 11,711 shares; 2025Q3: 17,573 shares; 2025Q4: 19,590 shares 19,590 $573K 0.01% +2,017 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,947 shares; 2025Q4: 14,554 shares 14,554 $572K 0.01% +1,607 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 9,298 shares; 2025Q1: 9,847 shares; 2025Q2: 10,302 shares; 2025Q3: 10,849 shares; 2025Q4: 10,945 shares 10,945 $572K 0.01% +96 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,105 shares; 2025Q1: 6,400 shares; 2025Q2: 6,638 shares; 2025Q3: 6,743 shares; 2025Q4: 6,758 shares 6,758 $571K 0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 1,312 shares; 2025Q3: 2,236 shares; 2025Q4: 2,815 shares 2,815 $567K 0.01% +579 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 1,655 shares; 2025Q1: 2,565 shares; 2025Q2: 2,229 shares; 2025Q3: 2,801 shares; 2025Q4: 2,506 shares 2,506 $567K 0.01% -295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,549 shares; 2025Q3: 5,548 shares; 2025Q4: 5,379 shares 5,379 $565K 0.01% -169 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 5,071 shares; 2025Q1: 5,761 shares; 2025Q2: 7,705 shares; 2025Q3: 8,459 shares; 2025Q4: 12,443 shares 12,443 $564K 0.01% +3,984 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,213 shares; 2025Q3: 9,068 shares; 2025Q4: 11,570 shares 11,570 $563K 0.01% +2,502 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: 1,768 shares; 2024Q4: 1,641 shares; 2025Q1: 1,752 shares; 2025Q2: 2,217 shares; 2025Q3: 2,246 shares; 2025Q4: 2,329 shares 2,329 $562K 0.01% +83 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,889 shares; 2025Q1: 4,039 shares; 2025Q2: 4,342 shares; 2025Q3: 4,443 shares; 2025Q4: 5,418 shares 5,418 $561K 0.01% +975 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,726 shares 8,726 $559K 0.01% new Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,924 shares; 2025Q2: 7,601 shares; 2025Q3: 12,558 shares; 2025Q4: 12,880 shares 12,880 $559K 0.01% +322 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: not reported; 2025Q1: 3,213 shares; 2025Q2: 4,046 shares; 2025Q3: 5,215 shares; 2025Q4: 5,636 shares 5,636 $557K 0.01% +421 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 11,718 shares; 2025Q1: 12,084 shares; 2025Q2: 13,052 shares; 2025Q3: 13,304 shares; 2025Q4: 20,129 shares 20,129 $556K 0.01% +6,825 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,468 shares; 2025Q1: 25,749 shares; 2025Q2: 11,138 shares; 2025Q3: 23,375 shares; 2025Q4: 39,194 shares 39,194 $555K 0.01% +15,819 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,522 shares; 2025Q1: 2,281 shares; 2025Q2: 2,518 shares; 2025Q3: 2,855 shares; 2025Q4: 2,837 shares 2,837 $554K 0.01% -18 Timeline RSPR 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: 13,619 shares; 2024Q4: 14,853 shares; 2025Q1: 15,795 shares; 2025Q2: 16,901 shares; 2025Q3: 16,593 shares; 2025Q4: 16,466 shares 16,466 $554K 0.01% -127 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 7,195 shares; 2025Q1: 6,824 shares; 2025Q2: 7,035 shares; 2025Q3: 6,826 shares; 2025Q4: 6,785 shares 6,785 $553K 0.01% -41 Timeline WOOD 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: 5,698 shares; 2025Q2: 6,398 shares; 2025Q3: 7,097 shares; 2025Q4: 7,680 shares 7,680 $553K 0.01% +583 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,462 shares; 2025Q2: 1,167 shares; 2025Q3: 1,796 shares; 2025Q4: 1,845 shares 1,845 $550K 0.01% +49 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 6,139 shares; 2025Q1: 6,335 shares; 2025Q2: 8,442 shares; 2025Q3: 8,594 shares; 2025Q4: 8,787 shares 8,787 $549K 0.01% +193 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 577 shares; 2025Q1: 286 shares; 2025Q2: 493 shares; 2025Q3: 501 shares; 2025Q4: 542 shares 542 $547K 0.01% +41 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: 3,688 shares; 2025Q4: 8,437 shares 8,437 $540K 0.01% +4,749 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 13,048 shares; 2025Q1: 11,691 shares; 2025Q2: 23,808 shares; 2025Q3: 34,028 shares; 2025Q4: 20,692 shares 20,692 $539K 0.01% -13,336 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,075 shares; 2025Q1: 10,511 shares; 2025Q2: 10,370 shares; 2025Q3: 10,504 shares; 2025Q4: 10,531 shares 10,531 $538K 0.01% +27 Timeline USMF 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: 11,024 shares; 2025Q2: 11,060 shares; 2025Q3: 10,923 shares; 2025Q4: 10,488 shares 10,488 $538K 0.01% -435 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: not reported; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,656 shares; 2025Q3: 4,470 shares; 2025Q4: 5,413 shares 5,413 $538K 0.01% +943 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,989 shares; 2025Q4: 11,705 shares 11,705 $537K 0.01% +716 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,942 shares 15,942 $531K 0.01% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,785 shares; 2025Q2: 7,369 shares; 2025Q3: 10,292 shares; 2025Q4: 9,050 shares 9,050 $531K 0.01% -1,242 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 2,041 shares; 2025Q1: 2,100 shares; 2025Q2: 2,504 shares; 2025Q3: 2,368 shares; 2025Q4: 2,113 shares 2,113 $530K 0.01% -255 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,713 shares; 2024Q4: 25,089 shares; 2025Q1: 25,248 shares; 2025Q2: 28,918 shares; 2025Q3: 29,242 shares; 2025Q4: 29,470 shares 29,470 $529K 0.01% +228 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 9,486 shares; 2025Q3: not reported; 2025Q4: 6,546 shares 6,546 $529K 0.01% new Timeline PPTY 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: 14,048 shares; 2024Q4: 15,373 shares; 2025Q1: 16,351 shares; 2025Q2: 17,718 shares; 2025Q3: 17,601 shares; 2025Q4: 17,544 shares 17,544 $528K 0.01% -57 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 3,339 shares; 2025Q1: 6,899 shares; 2025Q2: 6,999 shares; 2025Q3: 7,294 shares; 2025Q4: 7,886 shares 7,886 $528K 0.01% +592 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,982 shares; 2025Q4: 20,545 shares 20,545 $527K 0.01% +2,563 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,305 shares 10,305 $527K 0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,224 shares; 2024Q4: 17,908 shares; 2025Q1: 19,943 shares; 2025Q2: 16,899 shares; 2025Q3: 13,945 shares; 2025Q4: 31,133 shares 31,133 $527K 0.01% +17,188 Timeline FTXL 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: 4,050 shares 4,050 $525K 0.01% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,236 shares; 2025Q2: 25,556 shares; 2025Q3: 26,280 shares; 2025Q4: 26,867 shares 26,867 $524K 0.01% +587 Timeline MOO 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: 5,700 shares; 2025Q2: 5,950 shares; 2025Q3: 6,669 shares; 2025Q4: 7,194 shares 7,194 $524K 0.01% +525 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: not reported; 2025Q3: 10,947 shares; 2025Q4: 10,947 shares 10,947 $522K 0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,461 shares; 2025Q4: 4,810 shares 4,810 $522K 0.01% +349 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: 13,162 shares; 2025Q1: 13,162 shares; 2025Q2: 13,415 shares; 2025Q3: 14,349 shares; 2025Q4: 12,957 shares 12,957 $521K 0.01% -1,392 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,899 shares; 2025Q4: 4,223 shares 4,223 $521K 0.01% -676 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,651 shares; 2025Q3: 23,658 shares; 2025Q4: 23,662 shares 23,662 $521K 0.01% +4 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: 479 shares; 2025Q3: 1,105 shares; 2025Q4: 1,018 shares 1,018 $520K 0.01% -87 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 1,817 shares; 2025Q3: 1,886 shares; 2025Q4: 2,282 shares 2,282 $519K 0.01% +396 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,108 shares 40,108 $517K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,308 shares; 2025Q4: 5,942 shares 5,942 $516K 0.01% -366 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: 2,517 shares; 2024Q4: 2,344 shares; 2025Q1: 2,513 shares; 2025Q2: 12,859 shares; 2025Q3: 11,574 shares; 2025Q4: 7,686 shares 7,686 $516K 0.01% -3,888 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 6,836 shares; 2025Q2: 6,957 shares; 2025Q3: 7,235 shares; 2025Q4: 7,407 shares 7,407 $514K 0.01% +172 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,437 shares; 2025Q2: 22,955 shares; 2025Q3: 14,915 shares; 2025Q4: 10,932 shares 10,932 $514K 0.01% -3,983 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,870 shares 21,870 $514K 0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 1,144 shares 1,144 $513K 0.01% +604 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: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 2,606 shares; 2025Q3: 3,095 shares; 2025Q4: 3,141 shares 3,141 $513K 0.01% +46 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: 4,486 shares; 2024Q4: 4,021 shares; 2025Q1: 4,736 shares; 2025Q2: 4,697 shares; 2025Q3: 5,194 shares; 2025Q4: 4,969 shares 4,969 $512K 0.01% -225 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: 12,165 shares; 2025Q1: 11,374 shares; 2025Q2: 12,574 shares; 2025Q3: 13,664 shares; 2025Q4: 14,382 shares 14,382 $508K 0.01% +718 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,007 shares; 2025Q3: 4,486 shares; 2025Q4: 4,965 shares 4,965 $508K 0.01% +479 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 600 shares; 2025Q2: 520 shares; 2025Q3: 788 shares; 2025Q4: 885 shares 885 $508K 0.01% +97 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,062 shares 22,062 $507K 0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 21,453 shares 21,453 $506K 0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 11,632 shares; 2025Q1: 6,858 shares; 2025Q2: 5,369 shares; 2025Q3: 5,446 shares; 2025Q4: 10,828 shares 10,828 $505K 0.01% +5,382 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,973 shares; 2025Q2: 9,575 shares; 2025Q3: 9,058 shares; 2025Q4: 11,023 shares 11,023 $504K 0.01% +1,965 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,491 shares; 2025Q2: 10,247 shares; 2025Q3: 10,070 shares; 2025Q4: 9,666 shares 9,666 $503K 0.01% -404 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 10,471 shares; 2025Q1: 14,603 shares; 2025Q2: 12,570 shares; 2025Q3: 12,485 shares; 2025Q4: 12,583 shares 12,583 $502K 0.01% +98 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: 2,534 shares; 2024Q4: 2,518 shares; 2025Q1: 2,567 shares; 2025Q2: 2,587 shares; 2025Q3: 3,191 shares; 2025Q4: 3,315 shares 3,315 $501K 0.01% +124 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 3,935 shares; 2025Q1: 3,913 shares; 2025Q2: 4,006 shares; 2025Q3: 4,067 shares; 2025Q4: 3,772 shares 3,772 $501K 0.01% -295 Timeline HYGW 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: 16,730 shares 16,730 $500K 0.01% new Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,790 shares 12,790 $499K 0.01% new Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,493 shares; 2025Q1: 3,670 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,907 shares 3,907 $499K 0.01% +191 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,482 shares; 2025Q1: 1,777 shares; 2025Q2: 2,079 shares; 2025Q3: 2,215 shares; 2025Q4: 1,119 shares 1,119 $499K 0.01% -1,096 UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,237 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,106 shares 13,106 $499K 0.01% new Timeline