COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,245 shares; 2024Q3: 10,770 shares; 2024Q4: 22,939 shares; 2025Q1: 96,227 shares 96,227 $2.96M 0.04% +73,288 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,813 shares; 2023Q4: 37,938 shares; 2024Q1: 38,354 shares; 2024Q2: 44,975 shares; 2024Q3: 48,366 shares; 2024Q4: 58,228 shares; 2025Q1: 58,719 shares 58,719 $2.94M 0.04% +491 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70,929 shares; 2023Q4: 68,843 shares; 2024Q1: 65,627 shares; 2024Q2: 61,552 shares; 2024Q3: 60,563 shares; 2024Q4: 59,848 shares; 2025Q1: 58,147 shares 58,147 $2.9M 0.04% -1,701 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 247,621 shares; 2023Q4: 355,202 shares; 2024Q1: 214,898 shares; 2024Q2: 182,268 shares; 2024Q3: 201,818 shares; 2024Q4: 159,487 shares; 2025Q1: 127,614 shares 127,614 $2.9M 0.03% -31,873 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,975 shares; 2023Q4: 16,618 shares; 2024Q1: 16,587 shares; 2024Q2: 17,033 shares; 2024Q3: 15,719 shares; 2024Q4: 14,109 shares; 2025Q1: 17,427 shares 17,427 $2.87M 0.03% +3,318 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,865 shares; 2023Q4: 17,239 shares; 2024Q1: 18,244 shares; 2024Q2: 16,122 shares; 2024Q3: 16,829 shares; 2024Q4: 16,294 shares; 2025Q1: 14,247 shares 14,247 $2.87M 0.03% -2,047 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,856 shares; 2023Q4: 21,603 shares; 2024Q1: 28,699 shares; 2024Q2: 28,406 shares; 2024Q3: 27,408 shares; 2024Q4: 15,597 shares; 2025Q1: 16,593 shares 16,593 $2.86M 0.03% +996 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; 2023Q2: restricted; 2023Q3: 23,230 shares; 2023Q4: 23,727 shares; 2024Q1: 26,246 shares; 2024Q2: 26,161 shares; 2024Q3: 25,414 shares; 2024Q4: 28,357 shares; 2025Q1: 27,937 shares 27,937 $2.86M 0.03% -420 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; 2023Q2: restricted; 2023Q3: 20,729 shares; 2023Q4: 27,998 shares; 2024Q1: 39,723 shares; 2024Q2: 39,919 shares; 2024Q3: 44,833 shares; 2024Q4: 49,254 shares; 2025Q1: 32,539 shares 32,539 $2.84M 0.03% -16,715 Timeline GHYB 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; 2023Q2: restricted; 2023Q3: 57,040 shares; 2023Q4: 58,805 shares; 2024Q1: 66,613 shares; 2024Q2: 64,600 shares; 2024Q3: 62,115 shares; 2024Q4: 62,058 shares; 2025Q1: 63,084 shares 63,084 $2.81M 0.03% +1,026 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 33,355 shares; 2023Q4: 32,546 shares; 2024Q1: 32,060 shares; 2024Q2: 26,587 shares; 2024Q3: 26,402 shares; 2024Q4: 17,642 shares; 2025Q1: 17,479 shares 17,479 $2.79M 0.03% -163 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,153 shares; 2023Q4: 11,611 shares; 2024Q1: 11,385 shares; 2024Q2: 2,551 shares; 2024Q3: not reported; 2024Q4: 42,648 shares; 2025Q1: 52,347 shares 52,347 $2.79M 0.03% +9,699 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,736 shares; 2023Q4: 32,232 shares; 2024Q1: 32,503 shares; 2024Q2: 31,911 shares; 2024Q3: 31,733 shares; 2024Q4: 31,250 shares; 2025Q1: 30,340 shares 30,340 $2.79M 0.03% -910 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; 2023Q2: restricted; 2023Q3: 52,429 shares; 2023Q4: 51,023 shares; 2024Q1: 50,470 shares; 2024Q2: 48,877 shares; 2024Q3: 41,235 shares; 2024Q4: 47,920 shares; 2025Q1: 37,188 shares 37,188 $2.78M 0.03% -10,732 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,520 shares; 2023Q4: 12,012 shares; 2024Q1: 11,676 shares; 2024Q2: 9,568 shares; 2024Q3: 9,819 shares; 2024Q4: 9,889 shares; 2025Q1: 8,848 shares 8,848 $2.77M 0.03% -1,041 Timeline FEBW 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; 2023Q2: restricted; 2023Q3: 91,565 shares; 2023Q4: 84,991 shares; 2024Q1: 139,742 shares; 2024Q2: 93,298 shares; 2024Q3: 70,013 shares; 2024Q4: 66,599 shares; 2025Q1: 91,110 shares 91,110 $2.77M 0.03% +24,511 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; 2023Q2: restricted; 2023Q3: 7,012 shares; 2023Q4: 51,937 shares; 2024Q1: 51,631 shares; 2024Q2: 51,481 shares; 2024Q3: 49,253 shares; 2024Q4: 68,009 shares; 2025Q1: 73,565 shares 73,565 $2.77M 0.03% +5,556 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,039 shares; 2023Q4: 25,674 shares; 2024Q1: 26,352 shares; 2024Q2: 25,244 shares; 2024Q3: 24,121 shares; 2024Q4: 27,703 shares; 2025Q1: 24,358 shares 24,358 $2.75M 0.03% -3,345 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,685 shares; 2024Q2: 24,091 shares; 2024Q3: 30,263 shares; 2024Q4: 47,777 shares; 2025Q1: 55,184 shares 55,184 $2.74M 0.03% +7,407 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,225 shares; 2024Q1: 1,195 shares; 2024Q2: 2,118 shares; 2024Q3: 2,833 shares; 2024Q4: 3,253 shares; 2025Q1: 4,958 shares 4,958 $2.73M 0.03% +1,705 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,539 shares; 2023Q4: 17,792 shares; 2024Q1: 28,325 shares; 2024Q2: 49,029 shares; 2024Q3: 38,292 shares; 2024Q4: 45,371 shares; 2025Q1: 61,033 shares 61,033 $2.69M 0.03% +15,662 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; 2023Q2: restricted; 2023Q3: 3,160 shares; 2023Q4: 3,178 shares; 2024Q1: 3,334 shares; 2024Q2: 2,774 shares; 2024Q3: 2,796 shares; 2024Q4: 2,853 shares; 2025Q1: 2,713 shares 2,713 $2.68M 0.03% -140 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,566 shares; 2023Q4: 17,318 shares; 2024Q1: 15,446 shares; 2024Q2: 16,063 shares; 2024Q3: 15,646 shares; 2024Q4: 15,312 shares; 2025Q1: 23,640 shares 23,640 $2.68M 0.03% +8,328 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,409 shares; 2023Q4: 29,756 shares; 2024Q1: 25,285 shares; 2024Q2: 23,515 shares; 2024Q3: 22,372 shares; 2024Q4: 23,708 shares; 2025Q1: 22,801 shares 22,801 $2.68M 0.03% -907 Timeline SIXF 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,473 shares; 2024Q4: 75,702 shares; 2025Q1: 96,000 shares 96,000 $2.68M 0.03% +20,298 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; 2023Q2: restricted; 2023Q3: 441,481 shares; 2023Q4: 264,916 shares; 2024Q1: 206,061 shares; 2024Q2: 191,847 shares; 2024Q3: 148,342 shares; 2024Q4: 142,408 shares; 2025Q1: 104,772 shares 104,772 $2.67M 0.03% -37,636 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,869 shares; 2023Q4: 14,242 shares; 2024Q1: 14,416 shares; 2024Q2: 13,027 shares; 2024Q3: 12,010 shares; 2024Q4: 13,039 shares; 2025Q1: 10,905 shares 10,905 $2.67M 0.03% -2,134 Timeline JULW 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; 2023Q2: restricted; 2023Q3: 59,184 shares; 2023Q4: 58,638 shares; 2024Q1: 45,542 shares; 2024Q2: 67,102 shares; 2024Q3: 98,895 shares; 2024Q4: 96,529 shares; 2025Q1: 77,251 shares 77,251 $2.66M 0.03% -19,278 Timeline JUST 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 36,037 shares; 2024Q1: 35,075 shares; 2024Q2: 37,580 shares; 2024Q3: 36,535 shares; 2024Q4: 34,436 shares; 2025Q1: 33,455 shares 33,455 $2.66M 0.03% -981 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; 2023Q2: restricted; 2023Q3: 1,878 shares; 2023Q4: 1,811 shares; 2024Q1: 1,873 shares; 2024Q2: 89,908 shares; 2024Q3: 88,302 shares; 2024Q4: 54,363 shares; 2025Q1: 52,954 shares 52,954 $2.66M 0.03% -1,409 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,515 shares; 2023Q4: 38,248 shares; 2024Q1: 43,739 shares; 2024Q2: 44,939 shares; 2024Q3: 47,103 shares; 2024Q4: 51,579 shares; 2025Q1: 47,353 shares 47,353 $2.66M 0.03% -4,226 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; 2023Q2: restricted; 2023Q3: 38,862 shares; 2023Q4: 40,377 shares; 2024Q1: 41,584 shares; 2024Q2: 34,822 shares; 2024Q3: 35,276 shares; 2024Q4: 37,722 shares; 2025Q1: 41,141 shares 41,141 $2.65M 0.03% +3,419 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 67,087 shares; 2023Q4: 49,771 shares; 2024Q1: 43,600 shares; 2024Q2: 237,028 shares; 2024Q3: 212,248 shares; 2024Q4: 36,495 shares; 2025Q1: 51,857 shares 51,857 $2.65M 0.03% +15,362 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,719 shares; 2023Q4: 18,042 shares; 2024Q1: 19,762 shares; 2024Q2: 20,394 shares; 2024Q3: 18,847 shares; 2024Q4: 17,700 shares; 2025Q1: 17,532 shares 17,532 $2.65M 0.03% -168 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,039 shares; 2023Q4: 22,374 shares; 2024Q1: 19,070 shares; 2024Q2: 21,389 shares; 2024Q3: 16,891 shares; 2024Q4: 15,331 shares; 2025Q1: 12,099 shares 12,099 $2.63M 0.03% -3,232 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; 2023Q2: restricted; 2023Q3: 2,972 shares; 2023Q4: 3,027 shares; 2024Q1: 2,917 shares; 2024Q2: 7,949 shares; 2024Q3: 14,014 shares; 2024Q4: 21,012 shares; 2025Q1: 25,416 shares 25,416 $2.62M 0.03% +4,404 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; 2023Q2: restricted; 2023Q3: 5,570 shares; 2023Q4: 7,376 shares; 2024Q1: 10,065 shares; 2024Q2: 9,152 shares; 2024Q3: 8,073 shares; 2024Q4: 13,339 shares; 2025Q1: 15,146 shares 15,146 $2.61M 0.03% +1,807 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 83,620 shares; 2023Q4: 85,019 shares; 2024Q1: 87,453 shares; 2024Q2: 92,756 shares; 2024Q3: 46,480 shares; 2024Q4: 47,584 shares; 2025Q1: 32,855 shares 32,855 $2.61M 0.03% -14,729 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,649 shares 87,649 $2.58M 0.03% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,976 shares; 2024Q4: 61,383 shares; 2025Q1: 79,708 shares 79,708 $2.58M 0.03% +18,325 Timeline FLCB 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; 2023Q2: restricted; 2023Q3: 51,023 shares; 2023Q4: 54,184 shares; 2024Q1: 63,445 shares; 2024Q2: 89,987 shares; 2024Q3: 110,011 shares; 2024Q4: 115,795 shares; 2025Q1: 119,896 shares 119,896 $2.58M 0.03% +4,101 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 95,217 shares; 2023Q4: 82,358 shares; 2024Q1: 78,591 shares; 2024Q2: 76,736 shares; 2024Q3: 70,801 shares; 2024Q4: 66,686 shares; 2025Q1: 64,196 shares 64,196 $2.57M 0.03% -2,490 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,269 shares; 2023Q4: 8,123 shares; 2024Q1: 8,311 shares; 2024Q2: 8,064 shares; 2024Q3: 8,063 shares; 2024Q4: 13,282 shares; 2025Q1: 16,325 shares 16,325 $2.57M 0.03% +3,043 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,783 shares; 2023Q4: 37,049 shares; 2024Q1: 39,668 shares; 2024Q2: 45,131 shares; 2024Q3: 40,022 shares; 2024Q4: 42,337 shares; 2025Q1: 36,486 shares 36,486 $2.57M 0.03% -5,851 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,952 shares; 2023Q4: 47,325 shares; 2024Q1: 45,974 shares; 2024Q2: 53,952 shares; 2024Q3: 46,170 shares; 2024Q4: 17,333 shares; 2025Q1: 40,053 shares 40,053 $2.57M 0.03% +22,720 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; 2023Q2: restricted; 2023Q3: 48,432 shares; 2023Q4: 40,843 shares; 2024Q1: 56,542 shares; 2024Q2: 53,633 shares; 2024Q3: 48,781 shares; 2024Q4: 41,472 shares; 2025Q1: 29,417 shares 29,417 $2.55M 0.03% -12,055 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,966 shares; 2023Q4: 55,278 shares; 2024Q1: 61,319 shares; 2024Q2: 54,959 shares; 2024Q3: 63,439 shares; 2024Q4: 73,048 shares; 2025Q1: 49,748 shares 49,748 $2.54M 0.03% -23,300 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,269 shares; 2023Q4: 65,996 shares; 2024Q1: 58,219 shares; 2024Q2: 65,428 shares; 2024Q3: 65,471 shares; 2024Q4: 64,302 shares; 2025Q1: 63,270 shares 63,270 $2.53M 0.03% -1,032 Timeline COM 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; 2023Q2: restricted; 2023Q3: 339,904 shares; 2023Q4: 136,327 shares; 2024Q1: 151,242 shares; 2024Q2: 156,236 shares; 2024Q3: 88,368 shares; 2024Q4: 83,316 shares; 2025Q1: 85,979 shares 85,979 $2.53M 0.03% +2,663 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,724 shares; 2023Q4: 51,736 shares; 2024Q1: 51,706 shares; 2024Q2: 30,714 shares; 2024Q3: 30,740 shares; 2024Q4: 68,648 shares; 2025Q1: 30,812 shares 30,812 $2.5M 0.03% -37,836 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,161 shares 99,161 $2.49M 0.03% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,066 shares; 2023Q4: 19,888 shares; 2024Q1: 22,724 shares; 2024Q2: 33,147 shares; 2024Q3: 30,947 shares; 2024Q4: 21,005 shares; 2025Q1: 25,870 shares 25,870 $2.49M 0.03% +4,865 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; 2023Q2: restricted; 2023Q3: 26,777 shares; 2023Q4: 19,409 shares; 2024Q1: 17,913 shares; 2024Q2: 17,946 shares; 2024Q3: 19,331 shares; 2024Q4: 17,524 shares; 2025Q1: 14,999 shares 14,999 $2.49M 0.03% -2,525 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,263 shares; 2023Q4: 275,347 shares; 2024Q1: 94,796 shares; 2024Q2: 75,002 shares; 2024Q3: 102,958 shares; 2024Q4: 175,965 shares; 2025Q1: 181,336 shares 181,336 $2.49M 0.03% +5,371 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 112,084 shares; 2023Q4: 102,918 shares; 2024Q1: 101,516 shares; 2024Q2: 92,024 shares; 2024Q3: 52,840 shares; 2024Q4: 66,938 shares; 2025Q1: 52,589 shares 52,589 $2.47M 0.03% -14,349 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,494 shares; 2023Q4: 61,244 shares; 2024Q1: 67,059 shares; 2024Q2: 59,317 shares; 2024Q3: 55,764 shares; 2024Q4: 69,160 shares; 2025Q1: 57,978 shares 57,978 $2.46M 0.03% -11,182 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,323 shares; 2023Q4: 10,453 shares; 2024Q1: 10,453 shares; 2024Q2: 10,453 shares; 2024Q3: 13,389 shares; 2024Q4: 13,389 shares; 2025Q1: 12,222 shares 12,222 $2.45M 0.03% -1,167 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,849 shares; 2023Q4: 4,788 shares; 2024Q1: 6,494 shares; 2024Q2: 5,971 shares; 2024Q3: 4,413 shares; 2024Q4: 4,407 shares; 2025Q1: 5,679 shares 5,679 $2.44M 0.03% +1,272 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,325 shares; 2023Q4: 41,254 shares; 2024Q1: 44,021 shares; 2024Q2: 46,614 shares; 2024Q3: 47,672 shares; 2024Q4: 44,335 shares; 2025Q1: 31,484 shares 31,484 $2.42M 0.03% -12,851 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,918 shares; 2023Q4: 7,995 shares; 2024Q1: 8,720 shares; 2024Q2: 9,122 shares; 2024Q3: 9,646 shares; 2024Q4: 9,691 shares; 2025Q1: 9,346 shares 9,346 $2.41M 0.03% -345 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,398 shares; 2023Q4: 35,044 shares; 2024Q1: 29,869 shares; 2024Q2: 30,737 shares; 2024Q3: 32,728 shares; 2024Q4: 59,341 shares; 2025Q1: 22,740 shares 22,740 $2.4M 0.03% -36,601 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,420 shares; 2023Q4: 15,838 shares; 2024Q1: 13,514 shares; 2024Q2: 25,517 shares; 2024Q3: 12,808 shares; 2024Q4: 12,851 shares; 2025Q1: 11,882 shares 11,882 $2.4M 0.03% -969 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,776 shares; 2023Q4: 28,662 shares; 2024Q1: 29,136 shares; 2024Q2: 40,896 shares; 2024Q3: 43,406 shares; 2024Q4: 43,259 shares; 2025Q1: 42,358 shares 42,358 $2.4M 0.03% -901 Timeline DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES More: the full row for DISCOVER FINANCIAL SERVICES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,380 shares; 2023Q4: 12,167 shares; 2024Q1: 12,289 shares; 2024Q2: 11,442 shares; 2024Q3: 12,358 shares; 2024Q4: 14,382 shares; 2025Q1: 14,028 shares 14,028 $2.39M 0.03% -354 SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70,327 shares; 2023Q4: 65,084 shares; 2024Q1: 70,194 shares; 2024Q2: 70,353 shares; 2024Q3: 72,008 shares; 2024Q4: 58,896 shares; 2025Q1: 58,052 shares 58,052 $2.39M 0.03% -844 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 107,001 shares; 2023Q4: 106,924 shares; 2024Q1: 49,913 shares; 2024Q2: 48,629 shares; 2024Q3: 30,606 shares; 2024Q4: 33,375 shares; 2025Q1: 30,393 shares 30,393 $2.38M 0.03% -2,982 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 90,036 shares; 2025Q1: 113,195 shares 113,195 $2.38M 0.03% +23,159 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49,160 shares; 2023Q4: 54,511 shares; 2024Q1: 45,468 shares; 2024Q2: 47,057 shares; 2024Q3: 42,534 shares; 2024Q4: 37,612 shares; 2025Q1: 37,061 shares 37,061 $2.37M 0.03% -551 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; 2023Q2: restricted; 2023Q3: 306,274 shares; 2023Q4: 329,237 shares; 2024Q1: 431,271 shares; 2024Q2: 467,009 shares; 2024Q3: 548,435 shares; 2024Q4: 299,894 shares; 2025Q1: 203,504 shares 203,504 $2.37M 0.03% -96,390 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8,846 shares; 2024Q1: 9,659 shares; 2024Q2: 11,334 shares; 2024Q3: 7,658 shares; 2024Q4: 4,850 shares; 2025Q1: 22,113 shares 22,113 $2.36M 0.03% +17,263 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 56,454 shares; 2023Q4: 60,435 shares; 2024Q1: 67,607 shares; 2024Q2: 57,906 shares; 2024Q3: 68,123 shares; 2024Q4: 69,258 shares; 2025Q1: 62,350 shares 62,350 $2.36M 0.03% -6,908 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,648 shares; 2023Q4: 16,095 shares; 2024Q1: 15,940 shares; 2024Q2: 23,839 shares; 2024Q3: 24,170 shares; 2024Q4: 28,103 shares; 2025Q1: 29,287 shares 29,287 $2.35M 0.03% +1,184 Timeline APRW 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,544 shares; 2024Q2: 117,214 shares; 2024Q3: 103,936 shares; 2024Q4: 89,490 shares; 2025Q1: 72,580 shares 72,580 $2.33M 0.03% -16,910 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; 2023Q2: restricted; 2023Q3: 10,793 shares; 2023Q4: 14,392 shares; 2024Q1: 15,547 shares; 2024Q2: 16,899 shares; 2024Q3: 18,205 shares; 2024Q4: 18,373 shares; 2025Q1: 16,250 shares 16,250 $2.33M 0.03% -2,123 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,459 shares; 2023Q4: 19,235 shares; 2024Q1: 14,238 shares; 2024Q2: 16,212 shares; 2024Q3: 16,812 shares; 2024Q4: 15,368 shares; 2025Q1: 15,080 shares 15,080 $2.31M 0.03% -288 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,141 shares; 2023Q4: 17,486 shares; 2024Q1: 18,166 shares; 2024Q2: 17,848 shares; 2024Q3: 12,580 shares; 2024Q4: 21,685 shares; 2025Q1: 20,608 shares 20,608 $2.3M 0.03% -1,077 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; 2023Q2: restricted; 2023Q3: 41,991 shares; 2023Q4: 35,994 shares; 2024Q1: 36,593 shares; 2024Q2: 37,472 shares; 2024Q3: 23,139 shares; 2024Q4: 32,583 shares; 2025Q1: 28,424 shares 28,424 $2.29M 0.03% -4,159 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,052 shares; 2023Q4: 5,775 shares; 2024Q1: 8,263 shares; 2024Q2: 7,949 shares; 2024Q3: 7,318 shares; 2024Q4: 9,621 shares; 2025Q1: 8,227 shares 8,227 $2.29M 0.03% -1,394 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,540 shares; 2023Q4: 44,428 shares; 2024Q1: 23,498 shares; 2024Q2: 22,092 shares; 2024Q3: 21,480 shares; 2024Q4: 20,575 shares; 2025Q1: 25,553 shares 25,553 $2.29M 0.03% +4,978 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; 2023Q2: restricted; 2023Q3: 9,560 shares; 2023Q4: 8,486 shares; 2024Q1: 8,041 shares; 2024Q2: 8,528 shares; 2024Q3: 14,382 shares; 2024Q4: 15,416 shares; 2025Q1: 46,402 shares 46,402 $2.28M 0.03% +30,986 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,015 shares; 2023Q4: 2,937 shares; 2024Q1: 4,208 shares; 2024Q2: 3,762 shares; 2024Q3: 3,972 shares; 2024Q4: 3,885 shares; 2025Q1: 3,626 shares 3,626 $2.27M 0.03% -259 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,539 shares; 2023Q4: 24,255 shares; 2024Q1: 29,458 shares; 2024Q2: 26,034 shares; 2024Q3: 24,285 shares; 2024Q4: 25,034 shares; 2025Q1: 17,149 shares 17,149 $2.26M 0.03% -7,885 Timeline FNY 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; 2023Q2: restricted; 2023Q3: 24,893 shares; 2023Q4: 25,704 shares; 2024Q1: 33,487 shares; 2024Q2: 31,364 shares; 2024Q3: 30,886 shares; 2024Q4: 29,205 shares; 2025Q1: 30,247 shares 30,247 $2.26M 0.03% +1,042 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 143,480 shares; 2023Q4: 173,340 shares; 2024Q1: 244,704 shares; 2024Q2: 252,397 shares; 2024Q3: 253,447 shares; 2024Q4: 264,141 shares; 2025Q1: 262,787 shares 262,787 $2.26M 0.03% -1,354 Timeline MAYW 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; 2023Q2: restricted; 2023Q3: 139,957 shares; 2023Q4: 116,820 shares; 2024Q1: 83,847 shares; 2024Q2: 100,275 shares; 2024Q3: 85,239 shares; 2024Q4: 77,809 shares; 2025Q1: 73,664 shares 73,664 $2.26M 0.03% -4,145 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,821 shares; 2023Q4: 34,963 shares; 2024Q1: 34,500 shares; 2024Q2: 30,392 shares; 2024Q3: 29,073 shares; 2024Q4: 33,169 shares; 2025Q1: 39,447 shares 39,447 $2.26M 0.03% +6,278 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,424 shares; 2023Q4: 23,806 shares; 2024Q1: 22,853 shares; 2024Q2: 18,169 shares; 2024Q3: 17,478 shares; 2024Q4: 11,860 shares; 2025Q1: 10,133 shares 10,133 $2.25M 0.03% -1,727 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; 2023Q2: restricted; 2023Q3: 11,255 shares; 2023Q4: 5,193 shares; 2024Q1: 4,089 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,381 shares 36,381 $2.24M 0.03% new 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; 2023Q2: restricted; 2023Q3: 4,794 shares; 2023Q4: 4,928 shares; 2024Q1: 5,133 shares; 2024Q2: 5,391 shares; 2024Q3: 5,527 shares; 2024Q4: 5,031 shares; 2025Q1: 5,142 shares 5,142 $2.24M 0.03% +111 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 184,512 shares; 2023Q4: 173,134 shares; 2024Q1: 133,302 shares; 2024Q2: 132,162 shares; 2024Q3: 86,585 shares; 2024Q4: 79,885 shares; 2025Q1: 56,955 shares 56,955 $2.23M 0.03% -22,930 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,758 shares; 2023Q4: 11,484 shares; 2024Q1: 12,660 shares; 2024Q2: 12,055 shares; 2024Q3: 11,478 shares; 2024Q4: 17,965 shares; 2025Q1: 22,110 shares 22,110 $2.23M 0.03% +4,145 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 89,497 shares; 2023Q4: 88,457 shares; 2024Q1: 90,639 shares; 2024Q2: 81,729 shares; 2024Q3: 70,301 shares; 2024Q4: 61,690 shares; 2025Q1: 63,511 shares 63,511 $2.22M 0.03% +1,821 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,131 shares; 2023Q4: 19,405 shares; 2024Q1: 19,876 shares; 2024Q2: 18,222 shares; 2024Q3: 16,290 shares; 2024Q4: 89,870 shares; 2025Q1: 87,294 shares 87,294 $2.22M 0.03% -2,576 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; 2023Q2: restricted; 2023Q3: 13,570 shares; 2023Q4: 34,850 shares; 2024Q1: 17,750 shares; 2024Q2: 17,550 shares; 2024Q3: 22,609 shares; 2024Q4: 62,516 shares; 2025Q1: 56,785 shares 56,785 $2.21M 0.03% -5,731 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,203 shares; 2023Q4: 23,649 shares; 2024Q1: 24,135 shares; 2024Q2: 25,324 shares; 2024Q3: 24,991 shares; 2024Q4: 154,158 shares; 2025Q1: 82,952 shares 82,952 $2.2M 0.03% -71,206 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; 2023Q2: restricted; 2023Q3: 8,964 shares; 2023Q4: 13,543 shares; 2024Q1: 39,833 shares; 2024Q2: 39,423 shares; 2024Q3: 36,663 shares; 2024Q4: 38,977 shares; 2025Q1: 48,160 shares 48,160 $2.2M 0.03% +9,183 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; 2023Q2: restricted; 2023Q3: 99,494 shares; 2023Q4: 91,121 shares; 2024Q1: 77,885 shares; 2024Q2: 21,567 shares; 2024Q3: 64,430 shares; 2024Q4: 61,535 shares; 2025Q1: 58,027 shares 58,027 $2.19M 0.03% -3,508 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 134,305 shares; 2023Q4: 127,474 shares; 2024Q1: 118,073 shares; 2024Q2: 116,021 shares; 2024Q3: 110,578 shares; 2024Q4: 101,729 shares; 2025Q1: 96,923 shares 96,923 $2.19M 0.03% -4,806 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,546 shares; 2024Q2: 17,296 shares; 2024Q3: 30,861 shares; 2024Q4: 33,251 shares; 2025Q1: 30,433 shares 30,433 $2.19M 0.03% -2,818 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 7,096 shares; 2024Q1: 7,096 shares; 2024Q2: 22,736 shares; 2024Q3: 29,808 shares; 2024Q4: 38,374 shares; 2025Q1: 45,564 shares 45,564 $2.18M 0.03% +7,190 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,107 shares; 2023Q4: 14,321 shares; 2024Q1: 18,920 shares; 2024Q2: 22,078 shares; 2024Q3: 36,519 shares; 2024Q4: 68,182 shares; 2025Q1: 99,459 shares 99,459 $2.18M 0.03% +31,277 Timeline MARW 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 104,819 shares; 2024Q2: 114,904 shares; 2024Q3: 90,768 shares; 2024Q4: 67,995 shares; 2025Q1: 68,962 shares 68,962 $2.14M 0.03% +967 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,628 shares; 2023Q4: 22,612 shares; 2024Q1: 78,785 shares; 2024Q2: 25,935 shares; 2024Q3: 30,471 shares; 2024Q4: 81,897 shares; 2025Q1: 42,460 shares 42,460 $2.13M 0.03% -39,437 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,929 shares; 2023Q4: 24,018 shares; 2024Q1: 27,322 shares; 2024Q2: 28,007 shares; 2024Q3: 27,159 shares; 2024Q4: 28,733 shares; 2025Q1: 27,583 shares 27,583 $2.13M 0.03% -1,150 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,084 shares; 2024Q2: 12,367 shares; 2024Q3: not reported; 2024Q4: 116,676 shares; 2025Q1: 171,412 shares 171,412 $2.13M 0.03% +54,736 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,980 shares; 2023Q4: 16,784 shares; 2024Q1: 17,671 shares; 2024Q2: 17,539 shares; 2024Q3: 15,225 shares; 2024Q4: 11,928 shares; 2025Q1: 8,372 shares 8,372 $2.13M 0.03% -3,556 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; 2023Q2: restricted; 2023Q3: 5,149 shares; 2023Q4: 5,110 shares; 2024Q1: 5,645 shares; 2024Q2: 5,765 shares; 2024Q3: 6,162 shares; 2024Q4: 4,933 shares; 2025Q1: 5,048 shares 5,048 $2.12M 0.03% +115 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 54,305 shares; 2023Q4: 34,503 shares; 2024Q1: 27,493 shares; 2024Q2: 21,780 shares; 2024Q3: 18,433 shares; 2024Q4: 13,626 shares; 2025Q1: 25,082 shares 25,082 $2.12M 0.03% +11,456 Timeline JAVA 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; 2023Q2: restricted; 2023Q3: 13,951 shares; 2023Q4: 17,795 shares; 2024Q1: 17,695 shares; 2024Q2: 17,542 shares; 2024Q3: 18,022 shares; 2024Q4: 22,017 shares; 2025Q1: 33,292 shares 33,292 $2.12M 0.03% +11,275 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,364 shares; 2023Q4: 11,551 shares; 2024Q1: 12,077 shares; 2024Q2: 11,867 shares; 2024Q3: 8,900 shares; 2024Q4: 8,650 shares; 2025Q1: 10,103 shares 10,103 $2.11M 0.03% +1,453 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 916 shares; 2023Q4: 834 shares; 2024Q1: 795 shares; 2024Q2: 804 shares; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 553 shares 553 $2.11M 0.03% -135 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,367 shares; 2023Q4: 54,728 shares; 2024Q1: 56,422 shares; 2024Q2: 51,195 shares; 2024Q3: 50,670 shares; 2024Q4: 59,229 shares; 2025Q1: 35,230 shares 35,230 $2.11M 0.03% -23,999 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; 2023Q2: restricted; 2023Q3: 7,131 shares; 2023Q4: 11,092 shares; 2024Q1: 17,011 shares; 2024Q2: 16,242 shares; 2024Q3: 17,557 shares; 2024Q4: 17,140 shares; 2025Q1: 16,585 shares 16,585 $2.1M 0.03% -555 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,741 shares; 2024Q2: 28,086 shares; 2024Q3: 32,424 shares; 2024Q4: 67,516 shares; 2025Q1: 76,619 shares 76,619 $2.1M 0.03% +9,103 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 136,843 shares; 2023Q4: 107,944 shares; 2024Q1: 87,836 shares; 2024Q2: 80,993 shares; 2024Q3: 58,192 shares; 2024Q4: 58,991 shares; 2025Q1: 56,677 shares 56,677 $2.1M 0.03% -2,314 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,110 shares; 2023Q4: 56,459 shares; 2024Q1: 53,795 shares; 2024Q2: 48,583 shares; 2024Q3: 53,637 shares; 2024Q4: 62,053 shares; 2025Q1: 54,850 shares 54,850 $2.09M 0.03% -7,203 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,266 shares; 2023Q4: 13,142 shares; 2024Q1: 13,760 shares; 2024Q2: 13,490 shares; 2024Q3: 12,688 shares; 2024Q4: 15,414 shares; 2025Q1: 11,516 shares 11,516 $2.06M 0.02% -3,898 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,691 shares; 2023Q4: 24,301 shares; 2024Q1: 25,980 shares; 2024Q2: 27,885 shares; 2024Q3: 26,204 shares; 2024Q4: 25,529 shares; 2025Q1: 24,971 shares 24,971 $2.05M 0.02% -558 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,904 shares; 2023Q4: 63,800 shares; 2024Q1: 52,205 shares; 2024Q2: 70,238 shares; 2024Q3: 69,325 shares; 2024Q4: 53,930 shares; 2025Q1: 63,000 shares 63,000 $2.05M 0.02% +9,070 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,571 shares; 2023Q4: 83,878 shares; 2024Q1: 86,806 shares; 2024Q2: 77,635 shares; 2024Q3: 75,347 shares; 2024Q4: 71,691 shares; 2025Q1: 26,926 shares 26,926 $2.04M 0.02% -44,765 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,326 shares; 2023Q4: 9,153 shares; 2024Q1: 8,973 shares; 2024Q2: 3,950 shares; 2024Q3: 7,650 shares; 2024Q4: 21,054 shares; 2025Q1: 29,751 shares 29,751 $2.03M 0.02% +8,697 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,331 shares; 2024Q2: 5,925 shares; 2024Q3: 9,491 shares; 2024Q4: 12,574 shares; 2025Q1: 21,220 shares 21,220 $2.03M 0.02% +8,646 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 58,982 shares; 2023Q4: 61,251 shares; 2024Q1: 100,879 shares; 2024Q2: 124,992 shares; 2024Q3: 128,678 shares; 2024Q4: 144,964 shares; 2025Q1: 97,326 shares 97,326 $2.01M 0.02% -47,638 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 18,057 shares; 2024Q1: 27,142 shares; 2024Q2: 24,031 shares; 2024Q3: 38,993 shares; 2024Q4: 29,758 shares; 2025Q1: 27,853 shares 27,853 $2.01M 0.02% -1,905 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,547 shares; 2023Q4: 38,137 shares; 2024Q1: 31,559 shares; 2024Q2: 32,410 shares; 2024Q3: 31,571 shares; 2024Q4: 30,470 shares; 2025Q1: 27,086 shares 27,086 $2.01M 0.02% -3,384 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,043 shares; 2023Q4: 15,180 shares; 2024Q1: 18,277 shares; 2024Q2: 18,887 shares; 2024Q3: 15,204 shares; 2024Q4: 15,750 shares; 2025Q1: 16,788 shares 16,788 $2.01M 0.02% +1,038 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35,728 shares; 2024Q2: 29,819 shares; 2024Q3: 41,900 shares; 2024Q4: 48,707 shares; 2025Q1: 45,878 shares 45,878 $2.01M 0.02% -2,829 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,891 shares; 2024Q1: 17,286 shares; 2024Q2: 61,562 shares; 2024Q3: 73,738 shares; 2024Q4: 63,312 shares; 2025Q1: 83,001 shares 83,001 $2M 0.02% +19,689 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; 2023Q2: restricted; 2023Q3: 46,358 shares; 2023Q4: 46,346 shares; 2024Q1: 46,155 shares; 2024Q2: 47,302 shares; 2024Q3: 63,823 shares; 2024Q4: 97,917 shares; 2025Q1: 60,337 shares 60,337 $1.99M 0.02% -37,580 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,823 shares; 2025Q1: 76,168 shares 76,168 $1.99M 0.02% +17,345 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,751 shares; 2024Q3: 21,242 shares; 2024Q4: 23,093 shares; 2025Q1: 26,852 shares 26,852 $1.98M 0.02% +3,759 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,250 shares; 2023Q4: 3,973 shares; 2024Q1: 19,316 shares; 2024Q2: 18,285 shares; 2024Q3: 7,813 shares; 2024Q4: 10,976 shares; 2025Q1: 9,802 shares 9,802 $1.98M 0.02% -1,174 Timeline SPGM 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; 2023Q2: restricted; 2023Q3: 54,804 shares; 2023Q4: 51,352 shares; 2024Q1: 47,713 shares; 2024Q2: 46,018 shares; 2024Q3: 35,275 shares; 2024Q4: 33,123 shares; 2025Q1: 31,637 shares 31,637 $1.97M 0.02% -1,486 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,863 shares 39,863 $1.97M 0.02% new Timeline FLHY 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 77,426 shares; 2025Q1: 82,485 shares 82,485 $1.97M 0.02% +5,059 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,807 shares; 2023Q4: 14,215 shares; 2024Q1: 24,738 shares; 2024Q2: 15,857 shares; 2024Q3: 13,613 shares; 2024Q4: 12,980 shares; 2025Q1: 13,427 shares 13,427 $1.96M 0.02% +447 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; 2023Q2: restricted; 2023Q3: 18,592 shares; 2023Q4: 29,915 shares; 2024Q1: 31,324 shares; 2024Q2: 33,007 shares; 2024Q3: 35,334 shares; 2024Q4: 36,605 shares; 2025Q1: 43,310 shares 43,310 $1.96M 0.02% +6,705 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 54,837 shares; 2023Q4: 53,816 shares; 2024Q1: 54,514 shares; 2024Q2: 38,609 shares; 2024Q3: 37,439 shares; 2024Q4: 44,658 shares; 2025Q1: 26,644 shares 26,644 $1.95M 0.02% -18,014 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 99,713 shares; 2023Q4: 77,079 shares; 2024Q1: 28,312 shares; 2024Q2: 45,061 shares; 2024Q3: 42,425 shares; 2024Q4: 199,235 shares; 2025Q1: 79,892 shares 79,892 $1.94M 0.02% -119,343 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,411 shares; 2023Q4: 2,344 shares; 2024Q1: 23,327 shares; 2024Q2: 26,682 shares; 2024Q3: 25,476 shares; 2024Q4: 19,441 shares; 2025Q1: 17,605 shares 17,605 $1.94M 0.02% -1,836 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; 2023Q2: restricted; 2023Q3: 11,528 shares; 2023Q4: 12,541 shares; 2024Q1: 13,508 shares; 2024Q2: 10,887 shares; 2024Q3: 11,270 shares; 2024Q4: 10,667 shares; 2025Q1: 10,850 shares 10,850 $1.94M 0.02% +183 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 88,759 shares; 2023Q4: 73,596 shares; 2024Q1: 78,422 shares; 2024Q2: 7,386 shares; 2024Q3: 37,583 shares; 2024Q4: 56,544 shares; 2025Q1: 67,526 shares 67,526 $1.93M 0.02% +10,982 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 7,987 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40,647 shares; 2025Q1: 40,906 shares 40,906 $1.93M 0.02% +259 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,997 shares; 2023Q4: 35,753 shares; 2024Q1: 35,078 shares; 2024Q2: 34,875 shares; 2024Q3: 34,114 shares; 2024Q4: 37,174 shares; 2025Q1: 30,575 shares 30,575 $1.92M 0.02% -6,599 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 66,000 shares; 2023Q4: 86,000 shares; 2024Q1: 83,000 shares; 2024Q2: 83,000 shares; 2024Q3: 81,500 shares; 2024Q4: 61,000 shares; 2025Q1: 72,750 shares 72,750 $1.91M 0.02% +11,750 Timeline TWO RDS SHARED TR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,614 shares; 2023Q4: 71,789 shares; 2024Q1: 72,918 shares; 2024Q2: 73,456 shares; 2024Q3: 69,651 shares; 2024Q4: 66,283 shares; 2025Q1: 60,960 shares 60,960 $1.91M 0.02% -5,323 CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,208 shares; 2025Q1: 18,957 shares 18,957 $1.9M 0.02% +9,749 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 54,852 shares; 2023Q4: 51,277 shares; 2024Q1: 48,073 shares; 2024Q2: 47,668 shares; 2024Q3: 34,384 shares; 2024Q4: 33,676 shares; 2025Q1: 31,795 shares 31,795 $1.9M 0.02% -1,881 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; 2023Q2: restricted; 2023Q3: 49,355 shares; 2023Q4: 62,091 shares; 2024Q1: 69,998 shares; 2024Q2: 66,000 shares; 2024Q3: 47,423 shares; 2024Q4: 47,331 shares; 2025Q1: 50,289 shares 50,289 $1.9M 0.02% +2,958 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 210,141 shares; 2023Q4: 209,842 shares; 2024Q1: 210,432 shares; 2024Q2: 122,032 shares; 2024Q3: 118,526 shares; 2024Q4: 112,606 shares; 2025Q1: 109,447 shares 109,447 $1.89M 0.02% -3,159 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 79,278 shares; 2023Q4: 48,221 shares; 2024Q1: 44,871 shares; 2024Q2: 62,175 shares; 2024Q3: 62,241 shares; 2024Q4: 56,546 shares; 2025Q1: 53,854 shares 53,854 $1.88M 0.02% -2,692 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10,506 shares; 2024Q1: 12,433 shares; 2024Q2: 43,804 shares; 2024Q3: 61,221 shares; 2024Q4: 57,626 shares; 2025Q1: 79,305 shares 79,305 $1.88M 0.02% +21,679 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,718 shares; 2023Q4: 20,167 shares; 2024Q1: 24,712 shares; 2024Q2: 22,720 shares; 2024Q3: 20,610 shares; 2024Q4: 27,810 shares; 2025Q1: 22,421 shares 22,421 $1.87M 0.02% -5,389 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; 2023Q2: restricted; 2023Q3: 23,101 shares; 2023Q4: 23,206 shares; 2024Q1: 23,607 shares; 2024Q2: 14,977 shares; 2024Q3: 6,977 shares; 2024Q4: 12,281 shares; 2025Q1: 7,440 shares 7,440 $1.87M 0.02% -4,841 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,678 shares; 2023Q4: 38,538 shares; 2024Q1: 37,718 shares; 2024Q2: 37,591 shares; 2024Q3: 49,857 shares; 2024Q4: 53,800 shares; 2025Q1: 27,708 shares 27,708 $1.87M 0.02% -26,092 Timeline BSJQ 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; 2023Q2: restricted; 2023Q3: 19,118 shares; 2023Q4: 38,891 shares; 2024Q1: 45,548 shares; 2024Q2: 37,122 shares; 2024Q3: 36,590 shares; 2024Q4: 36,590 shares; 2025Q1: 80,322 shares 80,322 $1.86M 0.02% +43,732 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,314 shares; 2023Q4: 42,950 shares; 2024Q1: 46,129 shares; 2024Q2: 39,779 shares; 2024Q3: 36,754 shares; 2024Q4: 36,478 shares; 2025Q1: 28,495 shares 28,495 $1.86M 0.02% -7,983 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; 2023Q2: restricted; 2023Q3: 55,073 shares; 2023Q4: 54,693 shares; 2024Q1: 54,860 shares; 2024Q2: 54,429 shares; 2024Q3: 16,136 shares; 2024Q4: 10,513 shares; 2025Q1: 11,813 shares 11,813 $1.86M 0.02% +1,300 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,015 shares; 2023Q4: 25,102 shares; 2024Q1: 22,335 shares; 2024Q2: 23,491 shares; 2024Q3: 21,341 shares; 2024Q4: 23,682 shares; 2025Q1: 21,587 shares 21,587 $1.85M 0.02% -2,095 Timeline IIGD 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 105,000 shares; 2024Q2: 105,000 shares; 2024Q3: 105,000 shares; 2024Q4: 95,000 shares; 2025Q1: 75,000 shares 75,000 $1.84M 0.02% -20,000 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,582 shares; 2023Q4: 7,581 shares; 2024Q1: 7,623 shares; 2024Q2: 7,623 shares; 2024Q3: 7,588 shares; 2024Q4: 7,578 shares; 2025Q1: 8,701 shares 8,701 $1.84M 0.02% +1,123 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; 2023Q2: restricted; 2023Q3: 15,175 shares; 2023Q4: 15,034 shares; 2024Q1: 15,610 shares; 2024Q2: 11,240 shares; 2024Q3: 8,577 shares; 2024Q4: 8,352 shares; 2025Q1: 7,699 shares 7,699 $1.83M 0.02% -653 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55,193 shares; 2023Q4: 58,080 shares; 2024Q1: 57,994 shares; 2024Q2: 58,908 shares; 2024Q3: 56,541 shares; 2024Q4: 52,348 shares; 2025Q1: 43,176 shares 43,176 $1.83M 0.02% -9,172 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,357 shares; 2024Q2: 38,432 shares; 2024Q3: 250,906 shares; 2024Q4: 260,090 shares; 2025Q1: 61,611 shares 61,611 $1.83M 0.02% -198,479 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31,052 shares; 2024Q2: 32,004 shares; 2024Q3: 30,678 shares; 2024Q4: 35,290 shares; 2025Q1: 27,981 shares 27,981 $1.82M 0.02% -7,309 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; 2023Q2: restricted; 2023Q3: 203,963 shares; 2023Q4: 214,263 shares; 2024Q1: 46,356 shares; 2024Q2: 35,364 shares; 2024Q3: 26,914 shares; 2024Q4: 39,174 shares; 2025Q1: 43,720 shares 43,720 $1.82M 0.02% +4,546 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,318 shares; 2023Q4: 15,720 shares; 2024Q1: 23,587 shares; 2024Q2: 31,005 shares; 2024Q3: 33,206 shares; 2024Q4: 26,244 shares; 2025Q1: 30,177 shares 30,177 $1.8M 0.02% +3,933 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; 2023Q2: restricted; 2023Q3: 24,253 shares; 2023Q4: 24,439 shares; 2024Q1: 13,789 shares; 2024Q2: 13,373 shares; 2024Q3: 13,145 shares; 2024Q4: 7,014 shares; 2025Q1: 7,734 shares 7,734 $1.79M 0.02% +720 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,806 shares; 2023Q4: 34,874 shares; 2024Q1: 34,071 shares; 2024Q2: 31,738 shares; 2024Q3: 30,246 shares; 2024Q4: 33,723 shares; 2025Q1: 28,091 shares 28,091 $1.78M 0.02% -5,632 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,517 shares; 2023Q4: 33,777 shares; 2024Q1: 30,501 shares; 2024Q2: 33,519 shares; 2024Q3: 32,129 shares; 2024Q4: 21,447 shares; 2025Q1: 17,026 shares 17,026 $1.77M 0.02% -4,421 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,379 shares; 2023Q4: 19,384 shares; 2024Q1: 19,387 shares; 2024Q2: 19,392 shares; 2024Q3: 19,396 shares; 2024Q4: 19,125 shares; 2025Q1: 38,150 shares 38,150 $1.77M 0.02% +19,025 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,999 shares; 2023Q4: 10,022 shares; 2024Q1: 14,921 shares; 2024Q2: 12,569 shares; 2024Q3: 4,710 shares; 2024Q4: 24,379 shares; 2025Q1: 34,797 shares 34,797 $1.76M 0.02% +10,418 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,321 shares; 2023Q4: 7,230 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,678 shares; 2024Q4: 16,505 shares; 2025Q1: 20,627 shares 20,627 $1.76M 0.02% +4,122 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 212,609 shares; 2023Q4: 206,037 shares; 2024Q1: 209,867 shares; 2024Q2: 195,230 shares; 2024Q3: 187,821 shares; 2024Q4: 239,704 shares; 2025Q1: 149,925 shares 149,925 $1.76M 0.02% -89,779 Timeline GMF 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; 2023Q2: restricted; 2023Q3: 14,778 shares; 2023Q4: 14,711 shares; 2024Q1: 14,585 shares; 2024Q2: 14,868 shares; 2024Q3: 15,193 shares; 2024Q4: 15,374 shares; 2025Q1: 15,091 shares 15,091 $1.75M 0.02% -283 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,614 shares; 2023Q4: 12,337 shares; 2024Q1: 12,535 shares; 2024Q2: 16,589 shares; 2024Q3: 21,387 shares; 2024Q4: 22,045 shares; 2025Q1: 24,081 shares 24,081 $1.74M 0.02% +2,036 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 88,980 shares; 2025Q1: 72,066 shares 72,066 $1.74M 0.02% -16,914 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,703 shares; 2023Q4: 6,752 shares; 2024Q1: 6,582 shares; 2024Q2: 9,009 shares; 2024Q3: 8,885 shares; 2024Q4: 10,031 shares; 2025Q1: 9,858 shares 9,858 $1.73M 0.02% -173 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,612 shares; 2023Q4: 7,521 shares; 2024Q1: 7,444 shares; 2024Q2: 7,436 shares; 2024Q3: 7,142 shares; 2024Q4: 7,122 shares; 2025Q1: 6,821 shares 6,821 $1.73M 0.02% -301 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 40,758 shares; 2024Q2: 45,062 shares; 2024Q3: 33,460 shares; 2024Q4: 27,225 shares; 2025Q1: 46,780 shares 46,780 $1.72M 0.02% +19,555 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,540 shares; 2023Q4: 49,000 shares; 2024Q1: 57,348 shares; 2024Q2: 56,726 shares; 2024Q3: 48,790 shares; 2024Q4: 47,493 shares; 2025Q1: 44,861 shares 44,861 $1.72M 0.02% -2,632 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 37,844 shares; 2024Q1: 38,194 shares; 2024Q2: 61,048 shares; 2024Q3: 69,771 shares; 2024Q4: 97,285 shares; 2025Q1: 61,946 shares 61,946 $1.71M 0.02% -35,339 Timeline DECW 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 64,717 shares; 2024Q1: 62,602 shares; 2024Q2: 61,273 shares; 2024Q3: 23,652 shares; 2024Q4: 75,565 shares; 2025Q1: 56,990 shares 56,990 $1.71M 0.02% -18,575 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,135 shares; 2023Q4: 9,056 shares; 2024Q1: 7,161 shares; 2024Q2: 6,842 shares; 2024Q3: 6,224 shares; 2024Q4: 7,224 shares; 2025Q1: 5,176 shares 5,176 $1.7M 0.02% -2,048 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,259 shares; 2023Q4: 48,580 shares; 2024Q1: 55,385 shares; 2024Q2: 94,047 shares; 2024Q3: 49,969 shares; 2024Q4: 41,423 shares; 2025Q1: 37,287 shares 37,287 $1.7M 0.02% -4,136 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,468 shares; 2023Q4: 7,433 shares; 2024Q1: 6,593 shares; 2024Q2: 2,959 shares; 2024Q3: 9,266 shares; 2024Q4: 10,222 shares; 2025Q1: 13,456 shares 13,456 $1.7M 0.02% +3,234 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,096 shares; 2023Q4: 40,981 shares; 2024Q1: 27,658 shares; 2024Q2: 20,921 shares; 2024Q3: 19,460 shares; 2024Q4: 17,381 shares; 2025Q1: 13,244 shares 13,244 $1.69M 0.02% -4,137 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; 2023Q2: restricted; 2023Q3: 6,072 shares; 2023Q4: 6,311 shares; 2024Q1: 8,492 shares; 2024Q2: 8,856 shares; 2024Q3: 8,583 shares; 2024Q4: 9,008 shares; 2025Q1: 6,912 shares 6,912 $1.69M 0.02% -2,096 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,183 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,282 shares; 2024Q4: 7,340 shares; 2025Q1: 28,223 shares 28,223 $1.68M 0.02% +20,883 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,951 shares; 2023Q4: 29,004 shares; 2024Q1: 27,928 shares; 2024Q2: 27,336 shares; 2024Q3: 27,625 shares; 2024Q4: 35,833 shares; 2025Q1: 23,390 shares 23,390 $1.67M 0.02% -12,443 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,050 shares; 2023Q4: 3,848 shares; 2024Q1: 5,146 shares; 2024Q2: 9,987 shares; 2024Q3: 13,165 shares; 2024Q4: 14,393 shares; 2025Q1: 18,363 shares 18,363 $1.67M 0.02% +3,970 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,968 shares; 2023Q4: 6,167 shares; 2024Q1: 6,511 shares; 2024Q2: 6,106 shares; 2024Q3: 5,928 shares; 2024Q4: 1,842 shares; 2025Q1: 3,585 shares 3,585 $1.67M 0.02% +1,743 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,980 shares; 2023Q4: 49,007 shares; 2024Q1: 70,192 shares; 2024Q2: 78,203 shares; 2024Q3: 94,513 shares; 2024Q4: 100,338 shares; 2025Q1: 114,818 shares 114,818 $1.66M 0.02% +14,480 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,813 shares; 2023Q4: 11,500 shares; 2024Q1: 12,258 shares; 2024Q2: 12,652 shares; 2024Q3: 11,535 shares; 2024Q4: 10,582 shares; 2025Q1: 13,841 shares 13,841 $1.66M 0.02% +3,259 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,103 shares 13,103 $1.66M 0.02% new 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; 2023Q2: restricted; 2023Q3: 21,994 shares; 2023Q4: 12,839 shares; 2024Q1: 14,937 shares; 2024Q2: 14,882 shares; 2024Q3: 15,275 shares; 2024Q4: 11,352 shares; 2025Q1: 29,462 shares 29,462 $1.66M 0.02% +18,110 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; 2023Q2: restricted; 2023Q3: 47,915 shares; 2023Q4: 49,968 shares; 2024Q1: 38,430 shares; 2024Q2: 34,697 shares; 2024Q3: 31,647 shares; 2024Q4: 34,335 shares; 2025Q1: 24,352 shares 24,352 $1.66M 0.02% -9,983 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 102,665 shares; 2023Q4: 123,336 shares; 2024Q1: 136,023 shares; 2024Q2: 120,142 shares; 2024Q3: 128,595 shares; 2024Q4: 167,437 shares; 2025Q1: 153,936 shares 153,936 $1.66M 0.02% -13,501 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,543 shares; 2023Q4: 11,767 shares; 2024Q1: 30,924 shares; 2024Q2: 31,564 shares; 2024Q3: 31,526 shares; 2024Q4: 31,334 shares; 2025Q1: 73,209 shares 73,209 $1.65M 0.02% +41,875 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; 2023Q2: restricted; 2023Q3: 52,899 shares; 2023Q4: 53,135 shares; 2024Q1: 49,306 shares; 2024Q2: 52,196 shares; 2024Q3: 52,618 shares; 2024Q4: 32,023 shares; 2025Q1: 21,429 shares 21,429 $1.64M 0.02% -10,594 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; 2023Q2: restricted; 2023Q3: 8,486 shares; 2023Q4: 20,627 shares; 2024Q1: 21,205 shares; 2024Q2: 14,569 shares; 2024Q3: 11,295 shares; 2024Q4: 22,823 shares; 2025Q1: 46,105 shares 46,105 $1.64M 0.02% +23,282 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,838 shares; 2023Q4: 63,025 shares; 2024Q1: 46,505 shares; 2024Q2: 36,943 shares; 2024Q3: 65,225 shares; 2024Q4: 55,045 shares; 2025Q1: 40,674 shares 40,674 $1.63M 0.02% -14,371 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76,250 shares; 2023Q4: 78,737 shares; 2024Q1: 104,206 shares; 2024Q2: 92,461 shares; 2024Q3: 108,657 shares; 2024Q4: 113,208 shares; 2025Q1: 123,605 shares 123,605 $1.63M 0.02% +10,397 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 139,252 shares; 2023Q4: 114,256 shares; 2024Q1: 120,087 shares; 2024Q2: 118,275 shares; 2024Q3: 108,956 shares; 2024Q4: 96,923 shares; 2025Q1: 97,015 shares 97,015 $1.63M 0.02% +92 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,691 shares; 2023Q4: 46,028 shares; 2024Q1: 45,368 shares; 2024Q2: 43,196 shares; 2024Q3: 39,322 shares; 2024Q4: 47,980 shares; 2025Q1: 52,048 shares 52,048 $1.61M 0.02% +4,068 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,230 shares; 2023Q4: 43,860 shares; 2024Q1: 40,860 shares; 2024Q2: 40,860 shares; 2024Q3: 40,406 shares; 2024Q4: 40,847 shares; 2025Q1: 36,097 shares 36,097 $1.61M 0.02% -4,750 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; 2023Q2: restricted; 2023Q3: 5,182 shares; 2023Q4: 5,185 shares; 2024Q1: 5,436 shares; 2024Q2: 4,404 shares; 2024Q3: 3,790 shares; 2024Q4: 4,314 shares; 2025Q1: 6,060 shares 6,060 $1.61M 0.02% +1,746 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; 2023Q2: restricted; 2023Q3: 2,719 shares; 2023Q4: 2,856 shares; 2024Q1: 4,396 shares; 2024Q2: 5,859 shares; 2024Q3: 6,405 shares; 2024Q4: 5,934 shares; 2025Q1: 7,804 shares 7,804 $1.61M 0.02% +1,870 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 7,185 shares; 2024Q1: 7,745 shares; 2024Q2: 42,072 shares; 2024Q3: 42,891 shares; 2024Q4: 52,634 shares; 2025Q1: 51,169 shares 51,169 $1.61M 0.02% -1,465 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 90,438 shares; 2023Q4: 66,835 shares; 2024Q1: 64,869 shares; 2024Q2: 59,226 shares; 2024Q3: 60,750 shares; 2024Q4: 40,963 shares; 2025Q1: 37,067 shares 37,067 $1.61M 0.02% -3,896 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; 2023Q2: restricted; 2023Q3: 18,938 shares; 2023Q4: 23,759 shares; 2024Q1: 35,684 shares; 2024Q2: 39,702 shares; 2024Q3: 40,560 shares; 2024Q4: 41,606 shares; 2025Q1: 44,087 shares 44,087 $1.59M 0.02% +2,481 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 111,822 shares; 2023Q4: 102,052 shares; 2024Q1: 98,575 shares; 2024Q2: 88,189 shares; 2024Q3: 57,015 shares; 2024Q4: 50,872 shares; 2025Q1: 50,689 shares 50,689 $1.59M 0.02% -183 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,130 shares; 2023Q4: 2,233 shares; 2024Q1: 2,381 shares; 2024Q2: 2,229 shares; 2024Q3: 1,407 shares; 2024Q4: 1,002 shares; 2025Q1: 863 shares 863 $1.59M 0.02% -139 Timeline FEBT 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; 2023Q2: restricted; 2023Q3: 28,864 shares; 2023Q4: 28,434 shares; 2024Q1: 44,010 shares; 2024Q2: 43,936 shares; 2024Q3: 29,461 shares; 2024Q4: 27,706 shares; 2025Q1: 48,159 shares 48,159 $1.57M 0.02% +20,453 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,894 shares; 2023Q4: 55,854 shares; 2024Q1: 59,887 shares; 2024Q2: 30,237 shares; 2024Q3: 30,067 shares; 2024Q4: 27,689 shares; 2025Q1: 28,588 shares 28,588 $1.57M 0.02% +899 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; 2023Q2: restricted; 2023Q3: 18,205 shares; 2023Q4: 20,493 shares; 2024Q1: 21,145 shares; 2024Q2: 20,926 shares; 2024Q3: 18,013 shares; 2024Q4: 17,078 shares; 2025Q1: 18,896 shares 18,896 $1.57M 0.02% +1,818 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; 2023Q2: restricted; 2023Q3: 29,320 shares; 2023Q4: 31,628 shares; 2024Q1: 28,489 shares; 2024Q2: 34,220 shares; 2024Q3: 35,548 shares; 2024Q4: 28,663 shares; 2025Q1: 26,781 shares 26,781 $1.56M 0.02% -1,882 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,692 shares; 2024Q2: 5,870 shares; 2024Q3: 8,985 shares; 2024Q4: 9,636 shares; 2025Q1: 10,218 shares 10,218 $1.56M 0.02% +582 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,250 shares; 2023Q4: 16,801 shares; 2024Q1: 23,304 shares; 2024Q2: 17,130 shares; 2024Q3: 19,311 shares; 2024Q4: 22,030 shares; 2025Q1: 21,490 shares 21,490 $1.56M 0.02% -540 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,000 shares; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 25,500 shares 25,500 $1.55M 0.02% +3,500 Timeline AUGW 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; 2023Q2: restricted; 2023Q3: 14,311 shares; 2023Q4: 62,139 shares; 2024Q1: 59,787 shares; 2024Q2: 29,402 shares; 2024Q3: 57,152 shares; 2024Q4: 54,872 shares; 2025Q1: 53,944 shares 53,944 $1.55M 0.02% -928 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,744 shares; 2023Q4: 88,242 shares; 2024Q1: 88,962 shares; 2024Q2: 88,483 shares; 2024Q3: 85,606 shares; 2024Q4: 86,313 shares; 2025Q1: 92,730 shares 92,730 $1.55M 0.02% +6,417 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10,340 shares; 2024Q1: 11,742 shares; 2024Q2: 10,829 shares; 2024Q3: 15,901 shares; 2024Q4: 9,288 shares; 2025Q1: 47,269 shares 47,269 $1.55M 0.02% +37,981 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,415 shares; 2023Q4: 4,841 shares; 2024Q1: 5,394 shares; 2024Q2: 4,096 shares; 2024Q3: 3,916 shares; 2024Q4: 3,242 shares; 2025Q1: 3,191 shares 3,191 $1.54M 0.02% -51 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; 2023Q2: restricted; 2023Q3: 42,617 shares; 2023Q4: 59,394 shares; 2024Q1: 40,441 shares; 2024Q2: 18,178 shares; 2024Q3: 51,718 shares; 2024Q4: 44,982 shares; 2025Q1: 40,187 shares 40,187 $1.54M 0.02% -4,795 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,196 shares; 2023Q4: 37,496 shares; 2024Q1: 38,214 shares; 2024Q2: 38,314 shares; 2024Q3: 38,083 shares; 2024Q4: 39,415 shares; 2025Q1: 38,940 shares 38,940 $1.54M 0.02% -475 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,272 shares; 2024Q2: 86,646 shares; 2024Q3: 72,946 shares; 2024Q4: 62,188 shares; 2025Q1: 48,721 shares 48,721 $1.53M 0.02% -13,467 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,648 shares; 2023Q4: 19,474 shares; 2024Q1: 17,946 shares; 2024Q2: 17,633 shares; 2024Q3: 14,332 shares; 2024Q4: 13,946 shares; 2025Q1: 10,482 shares 10,482 $1.53M 0.02% -3,464 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8,539 shares; 2024Q1: 48,803 shares; 2024Q2: 48,194 shares; 2024Q3: 37,234 shares; 2024Q4: 37,949 shares; 2025Q1: 36,739 shares 36,739 $1.52M 0.02% -1,210 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 227,664 shares; 2023Q4: 217,406 shares; 2024Q1: 226,399 shares; 2024Q2: 229,849 shares; 2024Q3: 209,258 shares; 2024Q4: 208,715 shares; 2025Q1: 203,776 shares 203,776 $1.52M 0.02% -4,939 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62,891 shares; 2023Q4: 71,218 shares; 2024Q1: 70,600 shares; 2024Q2: 72,074 shares; 2024Q3: 67,129 shares; 2024Q4: 67,697 shares; 2025Q1: 41,315 shares 41,315 $1.51M 0.02% -26,382 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 64,618 shares; 2023Q4: 55,875 shares; 2024Q1: 43,640 shares; 2024Q2: 41,463 shares; 2024Q3: 44,568 shares; 2024Q4: 45,322 shares; 2025Q1: 40,018 shares 40,018 $1.5M 0.02% -5,304 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,270 shares; 2023Q4: 18,540 shares; 2024Q1: 17,689 shares; 2024Q2: 17,034 shares; 2024Q3: 17,913 shares; 2024Q4: 25,541 shares; 2025Q1: 18,621 shares 18,621 $1.5M 0.02% -6,920 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 108,659 shares; 2023Q4: 119,525 shares; 2024Q1: 111,039 shares; 2024Q2: 120,302 shares; 2024Q3: 124,516 shares; 2024Q4: 125,868 shares; 2025Q1: 33,103 shares 33,103 $1.49M 0.02% -92,765 Timeline JUNM 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 58,669 shares; 2024Q4: 48,084 shares; 2025Q1: 47,178 shares 47,178 $1.48M 0.02% -906 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 74,453 shares; 2025Q1: 60,284 shares 60,284 $1.46M 0.02% -14,169 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; 2023Q2: restricted; 2023Q3: 29,497 shares; 2023Q4: 29,394 shares; 2024Q1: 36,087 shares; 2024Q2: 35,192 shares; 2024Q3: 34,089 shares; 2024Q4: 41,643 shares; 2025Q1: 32,910 shares 32,910 $1.46M 0.02% -8,733 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,074 shares; 2023Q4: 22,703 shares; 2024Q1: 21,393 shares; 2024Q2: 19,049 shares; 2024Q3: 23,774 shares; 2024Q4: 24,714 shares; 2025Q1: 29,016 shares 29,016 $1.46M 0.02% +4,302 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,481 shares; 2023Q4: 1,512 shares; 2024Q1: 1,463 shares; 2024Q2: 1,489 shares; 2024Q3: 1,718 shares; 2024Q4: 1,069 shares; 2025Q1: 1,065 shares 1,065 $1.44M 0.02% -4 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; 2023Q2: restricted; 2023Q3: 6,597 shares; 2023Q4: 13,062 shares; 2024Q1: 14,872 shares; 2024Q2: 16,071 shares; 2024Q3: 19,278 shares; 2024Q4: 18,717 shares; 2025Q1: 19,330 shares 19,330 $1.44M 0.02% +613 Timeline PWB 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; 2023Q2: restricted; 2023Q3: 13,514 shares; 2023Q4: 13,862 shares; 2024Q1: 14,678 shares; 2024Q2: 14,971 shares; 2024Q3: 15,011 shares; 2024Q4: 14,908 shares; 2025Q1: 14,958 shares 14,958 $1.44M 0.02% +50 Timeline DIVI 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; 2023Q2: restricted; 2023Q3: 35,744 shares; 2023Q4: 52,750 shares; 2024Q1: 73,956 shares; 2024Q2: 83,431 shares; 2024Q3: 82,217 shares; 2024Q4: 47,061 shares; 2025Q1: 44,026 shares 44,026 $1.43M 0.02% -3,035 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,881 shares; 2023Q4: 7,894 shares; 2024Q1: 8,283 shares; 2024Q2: 8,122 shares; 2024Q3: 3,915 shares; 2024Q4: 20,123 shares; 2025Q1: 27,772 shares 27,772 $1.43M 0.02% +7,649 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,776 shares; 2023Q4: 87,117 shares; 2024Q1: 93,945 shares; 2024Q2: 65,952 shares; 2024Q3: 59,128 shares; 2024Q4: 75,679 shares; 2025Q1: 48,598 shares 48,598 $1.43M 0.02% -27,081 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; 2023Q2: restricted; 2023Q3: 9,922 shares; 2023Q4: 9,961 shares; 2024Q1: 10,995 shares; 2024Q2: 9,523 shares; 2024Q3: 9,264 shares; 2024Q4: 8,361 shares; 2025Q1: 6,033 shares 6,033 $1.43M 0.02% -2,328 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; 2023Q2: restricted; 2023Q3: 5,532 shares; 2023Q4: 10,809 shares; 2024Q1: 19,626 shares; 2024Q2: 13,353 shares; 2024Q3: 14,217 shares; 2024Q4: 15,983 shares; 2025Q1: 9,638 shares 9,638 $1.42M 0.02% -6,345 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,824 shares 44,824 $1.42M 0.02% new Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,533 shares; 2023Q4: 101,703 shares; 2024Q1: 133,115 shares; 2024Q2: 142,507 shares; 2024Q3: 58,437 shares; 2024Q4: 60,426 shares; 2025Q1: 60,523 shares 60,523 $1.42M 0.02% +97 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34,414 shares; 2023Q4: 38,782 shares; 2024Q1: 38,674 shares; 2024Q2: 36,371 shares; 2024Q3: 31,696 shares; 2024Q4: 44,830 shares; 2025Q1: 33,543 shares 33,543 $1.41M 0.02% -11,287 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,190 shares; 2024Q2: 11,049 shares; 2024Q3: 14,568 shares; 2024Q4: 17,749 shares; 2025Q1: 21,707 shares 21,707 $1.41M 0.02% +3,958 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,515 shares; 2023Q4: 9,670 shares; 2024Q1: 12,137 shares; 2024Q2: 13,123 shares; 2024Q3: 13,094 shares; 2024Q4: 20,491 shares; 2025Q1: 13,291 shares 13,291 $1.41M 0.02% -7,200 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 31,689 shares; 2025Q1: 41,038 shares 41,038 $1.41M 0.02% +9,349 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,163 shares; 2023Q4: 5,579 shares; 2024Q1: 6,370 shares; 2024Q2: 5,404 shares; 2024Q3: 5,221 shares; 2024Q4: 5,132 shares; 2025Q1: 4,687 shares 4,687 $1.4M 0.02% -445 Timeline BKLC 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; 2023Q2: restricted; 2023Q3: 7,285 shares; 2023Q4: 8,560 shares; 2024Q1: 9,460 shares; 2024Q2: 9,575 shares; 2024Q3: 10,580 shares; 2024Q4: 13,078 shares; 2025Q1: 13,184 shares 13,184 $1.4M 0.02% +106 Timeline GJUN 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; 2023Q2: restricted; 2023Q3: 24,648 shares; 2023Q4: 17,657 shares; 2024Q1: 23,795 shares; 2024Q2: 25,149 shares; 2024Q3: 33,233 shares; 2024Q4: 33,233 shares; 2025Q1: 39,807 shares 39,807 $1.4M 0.02% +6,574 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,906 shares; 2023Q4: 25,437 shares; 2024Q1: 27,327 shares; 2024Q2: 26,639 shares; 2024Q3: 29,659 shares; 2024Q4: 35,031 shares; 2025Q1: 62,659 shares 62,659 $1.4M 0.02% +27,628 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,323 shares; 2024Q4: 4,917 shares; 2025Q1: 5,267 shares 5,267 $1.4M 0.02% +350 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 66,844 shares; 2023Q4: 71,872 shares; 2024Q1: 84,100 shares; 2024Q2: 74,118 shares; 2024Q3: 60,897 shares; 2024Q4: 58,913 shares; 2025Q1: 41,135 shares 41,135 $1.39M 0.02% -17,778 Timeline SEPW 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; 2023Q2: restricted; 2023Q3: 11,747 shares; 2023Q4: 12,107 shares; 2024Q1: 10,918 shares; 2024Q2: 7,818 shares; 2024Q3: 50,033 shares; 2024Q4: 49,983 shares; 2025Q1: 48,358 shares 48,358 $1.38M 0.02% -1,625 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; 2023Q2: restricted; 2023Q3: 25,122 shares; 2023Q4: 24,648 shares; 2024Q1: 62,808 shares; 2024Q2: 49,709 shares; 2024Q3: 63,127 shares; 2024Q4: 67,289 shares; 2025Q1: 68,190 shares 68,190 $1.38M 0.02% +901 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 413,845 shares; 2023Q4: 123,324 shares; 2024Q1: 127,859 shares; 2024Q2: 126,989 shares; 2024Q3: 128,532 shares; 2024Q4: 129,003 shares; 2025Q1: 118,851 shares 118,851 $1.38M 0.02% -10,152 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,776 shares; 2023Q4: 4,783 shares; 2024Q1: 4,587 shares; 2024Q2: 11,915 shares; 2024Q3: 15,347 shares; 2024Q4: 18,060 shares; 2025Q1: 21,387 shares 21,387 $1.37M 0.02% +3,327 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,113 shares; 2023Q4: 6,049 shares; 2024Q1: 6,264 shares; 2024Q2: 17,135 shares; 2024Q3: 16,591 shares; 2024Q4: 13,859 shares; 2025Q1: 20,850 shares 20,850 $1.37M 0.02% +6,991 Timeline HCMT 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; 2023Q2: restricted; 2023Q3: 15,573 shares; 2023Q4: 29,761 shares; 2024Q1: 30,529 shares; 2024Q2: 30,379 shares; 2024Q3: 32,637 shares; 2024Q4: 125,235 shares; 2025Q1: 45,254 shares 45,254 $1.37M 0.02% -79,981 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49,811 shares; 2023Q4: 49,065 shares; 2024Q1: 43,518 shares; 2024Q2: 32,501 shares; 2024Q3: 21,510 shares; 2024Q4: 19,279 shares; 2025Q1: 25,244 shares 25,244 $1.36M 0.02% +5,965 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 483 shares; 2024Q2: 483 shares; 2024Q3: 649 shares; 2024Q4: 1,069 shares; 2025Q1: 1,024 shares 1,024 $1.36M 0.02% -45 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,947 shares; 2023Q4: 24,264 shares; 2024Q1: 24,852 shares; 2024Q2: 24,884 shares; 2024Q3: 24,457 shares; 2024Q4: 27,355 shares; 2025Q1: 49,381 shares 49,381 $1.36M 0.02% +22,026 Timeline SEPT 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; 2023Q2: restricted; 2023Q3: 16,189 shares; 2023Q4: 17,374 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 55,375 shares; 2024Q4: 62,638 shares; 2025Q1: 45,406 shares 45,406 $1.36M 0.02% -17,232 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 46,519 shares; 2024Q2: 55,576 shares; 2024Q3: 93,364 shares; 2024Q4: 67,597 shares; 2025Q1: 65,305 shares 65,305 $1.36M 0.02% -2,292 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,617 shares; 2024Q1: 3,617 shares; 2024Q2: 3,617 shares; 2024Q3: 3,552 shares; 2024Q4: 3,107 shares; 2025Q1: 19,752 shares 19,752 $1.35M 0.02% +16,645 Timeline FLQL 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; 2023Q2: restricted; 2023Q3: 15,044 shares; 2023Q4: 16,939 shares; 2024Q1: 16,660 shares; 2024Q2: 21,217 shares; 2024Q3: 21,917 shares; 2024Q4: 22,178 shares; 2025Q1: 23,805 shares 23,805 $1.34M 0.02% +1,627 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,229 shares; 2023Q4: 16,973 shares; 2024Q1: 16,928 shares; 2024Q2: 16,038 shares; 2024Q3: 16,563 shares; 2024Q4: 40,722 shares; 2025Q1: 40,628 shares 40,628 $1.34M 0.02% -94 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,948 shares; 2023Q4: 16,284 shares; 2024Q1: 52,848 shares; 2024Q2: 20,506 shares; 2024Q3: 25,282 shares; 2024Q4: 17,175 shares; 2025Q1: 17,581 shares 17,581 $1.33M 0.02% +406 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,599 shares; 2023Q4: 25,674 shares; 2024Q1: 25,705 shares; 2024Q2: 28,354 shares; 2024Q3: 27,418 shares; 2024Q4: 27,690 shares; 2025Q1: 27,210 shares 27,210 $1.33M 0.02% -480 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 68,905 shares; 2023Q4: 70,578 shares; 2024Q1: 71,979 shares; 2024Q2: 72,592 shares; 2024Q3: 61,103 shares; 2024Q4: 32,129 shares; 2025Q1: 29,001 shares 29,001 $1.32M 0.02% -3,128 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; 2023Q2: restricted; 2023Q3: 13,011 shares; 2023Q4: 12,753 shares; 2024Q1: 14,564 shares; 2024Q2: 15,773 shares; 2024Q3: 10,343 shares; 2024Q4: 1,798 shares; 2025Q1: 2,269 shares 2,269 $1.32M 0.02% +471 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; 2023Q2: restricted; 2023Q3: 12,796 shares; 2023Q4: 12,779 shares; 2024Q1: 11,973 shares; 2024Q2: 11,731 shares; 2024Q3: 12,748 shares; 2024Q4: 13,936 shares; 2025Q1: 13,039 shares 13,039 $1.31M 0.02% -897 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 110,440 shares; 2025Q1: 50,279 shares 50,279 $1.3M 0.02% -60,161 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31,175 shares; 2024Q2: 31,225 shares; 2024Q3: 6,525 shares; 2024Q4: 6,493 shares; 2025Q1: 32,583 shares 32,583 $1.3M 0.02% +26,090 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,661 shares; 2023Q4: 29,896 shares; 2024Q1: 29,546 shares; 2024Q2: 29,077 shares; 2024Q3: 38,111 shares; 2024Q4: 38,850 shares; 2025Q1: 36,189 shares 36,189 $1.3M 0.02% -2,661 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 51,075 shares; 2024Q4: 72,351 shares; 2025Q1: 77,973 shares 77,973 $1.3M 0.02% +5,622 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; 2023Q2: restricted; 2023Q3: 16,104 shares; 2023Q4: 23,640 shares; 2024Q1: 25,193 shares; 2024Q2: 82,807 shares; 2024Q3: 92,236 shares; 2024Q4: 24,536 shares; 2025Q1: 32,204 shares 32,204 $1.3M 0.02% +7,668 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,422 shares; 2023Q4: 6,431 shares; 2024Q1: 6,400 shares; 2024Q2: 6,946 shares; 2024Q3: 21,857 shares; 2024Q4: 22,596 shares; 2025Q1: 35,901 shares 35,901 $1.3M 0.02% +13,305 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; 2023Q2: restricted; 2023Q3: 4,515 shares; 2023Q4: 4,238 shares; 2024Q1: 2,314 shares; 2024Q2: 2,164 shares; 2024Q3: 1,999 shares; 2024Q4: 1,978 shares; 2025Q1: 2,229 shares 2,229 $1.3M 0.02% +251 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,730 shares; 2023Q4: 27,928 shares; 2024Q1: 26,702 shares; 2024Q2: 19,840 shares; 2024Q3: 9,846 shares; 2024Q4: 57,721 shares; 2025Q1: 44,626 shares 44,626 $1.29M 0.02% -13,095 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,436 shares; 2023Q4: 7,925 shares; 2024Q1: 7,875 shares; 2024Q2: 7,810 shares; 2024Q3: 7,697 shares; 2024Q4: 5,257 shares; 2025Q1: 5,921 shares 5,921 $1.29M 0.02% +664 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 375,058 shares; 2024Q2: 166,531 shares; 2024Q3: 72,115 shares; 2024Q4: 58,718 shares; 2025Q1: 55,507 shares 55,507 $1.28M 0.02% -3,211 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,836 shares; 2024Q4: 32,703 shares; 2025Q1: 33,271 shares 33,271 $1.28M 0.02% +568 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,265 shares; 2023Q4: 10,708 shares; 2024Q1: 10,825 shares; 2024Q2: 9,212 shares; 2024Q3: 9,280 shares; 2024Q4: 9,246 shares; 2025Q1: 9,208 shares 9,208 $1.27M 0.02% -38 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,629 shares; 2023Q4: 8,579 shares; 2024Q1: 10,535 shares; 2024Q2: 10,288 shares; 2024Q3: 7,455 shares; 2024Q4: 38,377 shares; 2025Q1: 23,095 shares 23,095 $1.27M 0.02% -15,282 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; 2023Q2: restricted; 2023Q3: 31,601 shares; 2023Q4: 30,247 shares; 2024Q1: 29,923 shares; 2024Q2: 30,310 shares; 2024Q3: 25,536 shares; 2024Q4: 12,442 shares; 2025Q1: 12,175 shares 12,175 $1.26M 0.02% -267 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,984 shares; 2023Q4: 5,695 shares; 2024Q1: 5,532 shares; 2024Q2: 4,195 shares; 2024Q3: 4,693 shares; 2024Q4: 4,919 shares; 2025Q1: 4,805 shares 4,805 $1.26M 0.02% -114 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,615 shares; 2023Q4: 69,932 shares; 2024Q1: 51,957 shares; 2024Q2: 52,734 shares; 2024Q3: 159,894 shares; 2024Q4: 70,819 shares; 2025Q1: 49,022 shares 49,022 $1.25M 0.02% -21,797 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; 2023Q2: restricted; 2023Q3: 21,116 shares; 2023Q4: 32,600 shares; 2024Q1: 43,311 shares; 2024Q2: 43,311 shares; 2024Q3: 43,311 shares; 2024Q4: 42,920 shares; 2025Q1: 47,638 shares 47,638 $1.25M 0.02% +4,718 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; 2023Q2: restricted; 2023Q3: 70,167 shares; 2023Q4: 67,481 shares; 2024Q1: 72,969 shares; 2024Q2: 55,339 shares; 2024Q3: 52,877 shares; 2024Q4: 51,192 shares; 2025Q1: 40,740 shares 40,740 $1.24M 0.01% -10,452 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,526 shares; 2023Q4: 3,645 shares; 2024Q1: 3,725 shares; 2024Q2: 3,490 shares; 2024Q3: 3,054 shares; 2024Q4: 3,729 shares; 2025Q1: 2,586 shares 2,586 $1.24M 0.01% -1,143 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,687 shares; 2023Q4: 40,865 shares; 2024Q1: 40,124 shares; 2024Q2: 38,394 shares; 2024Q3: 30,256 shares; 2024Q4: 53,450 shares; 2025Q1: 29,922 shares 29,922 $1.23M 0.01% -23,528 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 25,907 shares; 2024Q1: 52,851 shares; 2024Q2: 69,412 shares; 2024Q3: 79,985 shares; 2024Q4: 89,286 shares; 2025Q1: 40,724 shares 40,724 $1.22M 0.01% -48,562 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,141 shares; 2023Q4: 31,276 shares; 2024Q1: 32,438 shares; 2024Q2: 26,647 shares; 2024Q3: 27,507 shares; 2024Q4: 26,364 shares; 2025Q1: 23,915 shares 23,915 $1.21M 0.01% -2,449 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 31,272 shares; 2024Q4: 33,607 shares; 2025Q1: 34,914 shares 34,914 $1.21M 0.01% +1,307 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,749 shares; 2023Q4: 16,070 shares; 2024Q1: 16,411 shares; 2024Q2: 16,783 shares; 2024Q3: 16,924 shares; 2024Q4: 18,233 shares; 2025Q1: 19,457 shares 19,457 $1.21M 0.01% +1,224 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,409 shares; 2023Q4: 36,561 shares; 2024Q1: 38,265 shares; 2024Q2: 35,566 shares; 2024Q3: 25,757 shares; 2024Q4: 16,603 shares; 2025Q1: 14,403 shares 14,403 $1.21M 0.01% -2,200 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,320 shares; 2023Q4: 21,031 shares; 2024Q1: 23,848 shares; 2024Q2: 21,805 shares; 2024Q3: 23,949 shares; 2024Q4: 23,600 shares; 2025Q1: 22,665 shares 22,665 $1.21M 0.01% -935 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,727 shares; 2023Q4: 40,560 shares; 2024Q1: 40,554 shares; 2024Q2: 37,510 shares; 2024Q3: 15,247 shares; 2024Q4: 21,738 shares; 2025Q1: 10,818 shares 10,818 $1.2M 0.01% -10,920 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,242 shares; 2023Q4: 9,960 shares; 2024Q1: 15,983 shares; 2024Q2: 20,212 shares; 2024Q3: 18,968 shares; 2024Q4: 15,960 shares; 2025Q1: 17,744 shares 17,744 $1.2M 0.01% +1,784 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72,850 shares; 2023Q4: 72,850 shares; 2024Q1: 70,658 shares; 2024Q2: 69,950 shares; 2024Q3: 68,750 shares; 2024Q4: 68,650 shares; 2025Q1: 54,250 shares 54,250 $1.2M 0.01% -14,400 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 175,050 shares; 2023Q4: 168,515 shares; 2024Q1: 168,753 shares; 2024Q2: 173,084 shares; 2024Q3: 158,285 shares; 2024Q4: 168,557 shares; 2025Q1: 166,018 shares 166,018 $1.2M 0.01% -2,539 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,416 shares; 2023Q4: 3,503 shares; 2024Q1: 3,429 shares; 2024Q2: 2,557 shares; 2024Q3: 2,166 shares; 2024Q4: 2,161 shares; 2025Q1: 2,030 shares 2,030 $1.2M 0.01% -131 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; 2023Q2: restricted; 2023Q3: 8,353 shares; 2023Q4: 9,174 shares; 2024Q1: 8,738 shares; 2024Q2: 8,645 shares; 2024Q3: 8,907 shares; 2024Q4: 8,069 shares; 2025Q1: 6,287 shares 6,287 $1.2M 0.01% -1,782 Timeline CGSM 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,851 shares; 2024Q4: 38,712 shares; 2025Q1: 45,534 shares 45,534 $1.19M 0.01% +6,822 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,614 shares; 2023Q4: 10,155 shares; 2024Q1: 18,674 shares; 2024Q2: 20,118 shares; 2024Q3: 28,369 shares; 2024Q4: 18,632 shares; 2025Q1: 17,288 shares 17,288 $1.19M 0.01% -1,344 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,228 shares; 2023Q4: 4,409 shares; 2024Q1: 2,753 shares; 2024Q2: 3,555 shares; 2024Q3: 2,452 shares; 2024Q4: 4,383 shares; 2025Q1: 3,513 shares 3,513 $1.18M 0.01% -870 Timeline JUNW 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; 2023Q2: restricted; 2023Q3: 28,853 shares; 2023Q4: 28,713 shares; 2024Q1: 19,257 shares; 2024Q2: 56,130 shares; 2024Q3: 55,730 shares; 2024Q4: 39,644 shares; 2025Q1: 39,469 shares 39,469 $1.17M 0.01% -175 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,427 shares; 2023Q4: 15,861 shares; 2024Q1: 20,222 shares; 2024Q2: 19,831 shares; 2024Q3: 18,094 shares; 2024Q4: 13,621 shares; 2025Q1: 15,088 shares 15,088 $1.17M 0.01% +1,467 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,409 shares; 2023Q4: 25,702 shares; 2024Q1: 18,973 shares; 2024Q2: 41,123 shares; 2024Q3: 29,913 shares; 2024Q4: 34,387 shares; 2025Q1: 24,186 shares 24,186 $1.17M 0.01% -10,201 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,968 shares; 2023Q4: 10,580 shares; 2024Q1: 12,855 shares; 2024Q2: 21,573 shares; 2024Q3: 25,831 shares; 2024Q4: 8,393 shares; 2025Q1: 11,665 shares 11,665 $1.16M 0.01% +3,272 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,168 shares; 2023Q4: 28,909 shares; 2024Q1: 31,702 shares; 2024Q2: 30,651 shares; 2024Q3: 30,973 shares; 2024Q4: 25,715 shares; 2025Q1: 26,157 shares 26,157 $1.16M 0.01% +442 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,858 shares; 2024Q1: not reported; 2024Q2: 7,554 shares; 2024Q3: 17,096 shares; 2024Q4: 19,150 shares; 2025Q1: 20,868 shares 20,868 $1.16M 0.01% +1,718 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,390 shares; 2023Q4: 17,230 shares; 2024Q1: 60,955 shares; 2024Q2: 18,430 shares; 2024Q3: 17,198 shares; 2024Q4: 14,235 shares; 2025Q1: 14,540 shares 14,540 $1.16M 0.01% +305 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,321 shares; 2023Q4: 17,393 shares; 2024Q1: 13,757 shares; 2024Q2: 15,238 shares; 2024Q3: 17,527 shares; 2024Q4: 20,490 shares; 2025Q1: 14,017 shares 14,017 $1.15M 0.01% -6,473 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; 2023Q2: restricted; 2023Q3: 26,588 shares; 2023Q4: 27,255 shares; 2024Q1: 26,461 shares; 2024Q2: 26,263 shares; 2024Q3: 26,491 shares; 2024Q4: 26,734 shares; 2025Q1: 21,040 shares 21,040 $1.15M 0.01% -5,694 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; 2023Q2: restricted; 2023Q3: 38,546 shares; 2023Q4: 37,225 shares; 2024Q1: 36,492 shares; 2024Q2: 35,275 shares; 2024Q3: 36,278 shares; 2024Q4: 37,739 shares; 2025Q1: 25,157 shares 25,157 $1.14M 0.01% -12,582 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,758 shares; 2024Q3: 10,617 shares; 2024Q4: 13,568 shares; 2025Q1: 12,594 shares 12,594 $1.14M 0.01% -974 Timeline JULT 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; 2023Q2: restricted; 2023Q3: 19,821 shares; 2023Q4: 16,939 shares; 2024Q1: not reported; 2024Q2: 16,793 shares; 2024Q3: 34,461 shares; 2024Q4: 38,067 shares; 2025Q1: 29,863 shares 29,863 $1.14M 0.01% -8,204 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,086 shares; 2023Q4: 5,316 shares; 2024Q1: 6,077 shares; 2024Q2: 6,397 shares; 2024Q3: 6,653 shares; 2024Q4: 3,233 shares; 2025Q1: 3,821 shares 3,821 $1.14M 0.01% +588 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,932 shares; 2023Q4: 31,295 shares; 2024Q1: 28,981 shares; 2024Q2: 28,053 shares; 2024Q3: 28,142 shares; 2024Q4: 26,233 shares; 2025Q1: 24,513 shares 24,513 $1.13M 0.01% -1,720 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,134 shares; 2023Q4: 5,130 shares; 2024Q1: 4,147 shares; 2024Q2: not reported; 2024Q3: 2,972 shares; 2024Q4: not reported; 2025Q1: 16,207 shares 16,207 $1.13M 0.01% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,325 shares; 2024Q4: 23,050 shares; 2025Q1: 33,992 shares 33,992 $1.13M 0.01% +10,942 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 67,098 shares; 2023Q4: 71,650 shares; 2024Q1: 69,392 shares; 2024Q2: 66,751 shares; 2024Q3: 65,188 shares; 2024Q4: 65,873 shares; 2025Q1: 75,464 shares 75,464 $1.13M 0.01% +9,591 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,767 shares; 2024Q4: 5,471 shares; 2025Q1: 7,961 shares 7,961 $1.13M 0.01% +2,490 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 9,186 shares; 2024Q1: 13,122 shares; 2024Q2: 17,047 shares; 2024Q3: 37,888 shares; 2024Q4: 26,498 shares; 2025Q1: 19,843 shares 19,843 $1.12M 0.01% -6,655 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,112 shares; 2024Q3: 14,943 shares; 2024Q4: 13,823 shares; 2025Q1: 54,935 shares 54,935 $1.12M 0.01% +41,112 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,582 shares; 2023Q4: 21,536 shares; 2024Q1: 24,068 shares; 2024Q2: 24,391 shares; 2024Q3: 21,568 shares; 2024Q4: 19,991 shares; 2025Q1: 15,453 shares 15,453 $1.12M 0.01% -4,538 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 40,094 shares; 2024Q2: 40,094 shares; 2024Q3: 9,960 shares; 2024Q4: 9,710 shares; 2025Q1: 31,235 shares 31,235 $1.12M 0.01% +21,525 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,891 shares; 2023Q4: 27,651 shares; 2024Q1: 28,385 shares; 2024Q2: 33,316 shares; 2024Q3: 33,379 shares; 2024Q4: 33,370 shares; 2025Q1: 24,416 shares 24,416 $1.12M 0.01% -8,954 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; 2023Q2: restricted; 2023Q3: 62,900 shares; 2023Q4: 66,347 shares; 2024Q1: 68,677 shares; 2024Q2: 63,206 shares; 2024Q3: 25,227 shares; 2024Q4: 24,081 shares; 2025Q1: 43,609 shares 43,609 $1.11M 0.01% +19,528 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,726 shares; 2023Q4: not reported; 2024Q1: 1,520 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,704 shares; 2025Q1: 8,172 shares 8,172 $1.11M 0.01% +468 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,186 shares; 2023Q4: 32,254 shares; 2024Q1: 31,844 shares; 2024Q2: 27,667 shares; 2024Q3: 26,912 shares; 2024Q4: 23,582 shares; 2025Q1: 29,482 shares 29,482 $1.11M 0.01% +5,900 Timeline FXO 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,437 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,256 shares; 2025Q1: 20,839 shares 20,839 $1.1M 0.01% +1,583 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,612 shares; 2024Q3: 2,520 shares; 2024Q4: 4,013 shares; 2025Q1: 8,460 shares 8,460 $1.1M 0.01% +4,447 Timeline XSHQ 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; 2023Q2: restricted; 2023Q3: 16,087 shares; 2023Q4: 21,328 shares; 2024Q1: 22,618 shares; 2024Q2: 21,017 shares; 2024Q3: 29,971 shares; 2024Q4: 38,037 shares; 2025Q1: 27,923 shares 27,923 $1.1M 0.01% -10,114 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 78,333 shares; 2023Q4: 64,715 shares; 2024Q1: 54,910 shares; 2024Q2: 56,125 shares; 2024Q3: 65,430 shares; 2024Q4: 50,254 shares; 2025Q1: 50,393 shares 50,393 $1.1M 0.01% +139 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 87,711 shares; 2023Q4: 101,211 shares; 2024Q1: 101,043 shares; 2024Q2: 90,442 shares; 2024Q3: 56,493 shares; 2024Q4: 38,284 shares; 2025Q1: 38,769 shares 38,769 $1.1M 0.01% +485 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,135 shares; 2023Q4: 3,119 shares; 2024Q1: 4,421 shares; 2024Q2: 4,047 shares; 2024Q3: 3,561 shares; 2024Q4: 3,421 shares; 2025Q1: 2,088 shares 2,088 $1.1M 0.01% -1,333 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,318 shares; 2023Q4: 8,965 shares; 2024Q1: 8,017 shares; 2024Q2: 6,028 shares; 2024Q3: 5,702 shares; 2024Q4: 5,082 shares; 2025Q1: 5,774 shares 5,774 $1.1M 0.01% +692 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 15,727 shares; 2024Q1: 15,727 shares; 2024Q2: 63,065 shares; 2024Q3: 71,083 shares; 2024Q4: 65,456 shares; 2025Q1: 46,686 shares 46,686 $1.09M 0.01% -18,770 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,046 shares; 2023Q4: 12,468 shares; 2024Q1: 12,749 shares; 2024Q2: 12,217 shares; 2024Q3: 12,014 shares; 2024Q4: 12,124 shares; 2025Q1: 9,807 shares 9,807 $1.08M 0.01% -2,317 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,813 shares 21,813 $1.08M 0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,502 shares; 2024Q1: 2,437 shares; 2024Q2: 4,503 shares; 2024Q3: 4,709 shares; 2024Q4: 3,875 shares; 2025Q1: 5,457 shares 5,457 $1.08M 0.01% +1,582 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,229 shares; 2023Q4: 5,480 shares; 2024Q1: 5,484 shares; 2024Q2: 5,454 shares; 2024Q3: 10,171 shares; 2024Q4: 7,654 shares; 2025Q1: 6,319 shares 6,319 $1.07M 0.01% -1,335 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,384 shares; 2023Q4: 11,670 shares; 2024Q1: 19,728 shares; 2024Q2: 14,833 shares; 2024Q3: 24,236 shares; 2024Q4: 76,972 shares; 2025Q1: 45,514 shares 45,514 $1.07M 0.01% -31,458 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,291 shares; 2023Q4: 20,376 shares; 2024Q1: 21,624 shares; 2024Q2: 21,508 shares; 2024Q3: 20,891 shares; 2024Q4: 27,561 shares; 2025Q1: 20,140 shares 20,140 $1.07M 0.01% -7,421 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,906 shares; 2023Q4: 26,189 shares; 2024Q1: 27,107 shares; 2024Q2: 21,816 shares; 2024Q3: 21,048 shares; 2024Q4: 19,981 shares; 2025Q1: 25,726 shares 25,726 $1.07M 0.01% +5,745 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,781 shares; 2023Q4: 30,263 shares; 2024Q1: 29,068 shares; 2024Q2: 19,629 shares; 2024Q3: 19,139 shares; 2024Q4: 16,792 shares; 2025Q1: 15,584 shares 15,584 $1.07M 0.01% -1,208 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,513 shares; 2023Q4: 5,444 shares; 2024Q1: 8,952 shares; 2024Q2: 9,529 shares; 2024Q3: 10,429 shares; 2024Q4: 12,059 shares; 2025Q1: 13,075 shares 13,075 $1.06M 0.01% +1,016 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,622 shares; 2023Q4: 22,922 shares; 2024Q1: 20,298 shares; 2024Q2: 20,298 shares; 2024Q3: 20,904 shares; 2024Q4: 20,150 shares; 2025Q1: 20,153 shares 20,153 $1.06M 0.01% +3 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,513 shares; 2024Q1: 14,726 shares; 2024Q2: 17,635 shares; 2024Q3: 22,144 shares; 2024Q4: 45,171 shares; 2025Q1: 50,318 shares 50,318 $1.06M 0.01% +5,147 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,678 shares; 2023Q4: 2,529 shares; 2024Q1: 2,608 shares; 2024Q2: 3,280 shares; 2024Q3: 3,310 shares; 2024Q4: 4,256 shares; 2025Q1: 3,060 shares 3,060 $1.06M 0.01% -1,196 Timeline TBLL 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; 2023Q2: restricted; 2023Q3: 9,009 shares; 2023Q4: 9,364 shares; 2024Q1: 9,739 shares; 2024Q2: 12,044 shares; 2024Q3: 8,965 shares; 2024Q4: 9,975 shares; 2025Q1: 9,975 shares 9,975 $1.05M 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 126,799 shares; 2023Q4: 194,963 shares; 2024Q1: 153,658 shares; 2024Q2: 78,245 shares; 2024Q3: 52,111 shares; 2024Q4: 75,388 shares; 2025Q1: 77,218 shares 77,218 $1.05M 0.01% +1,830 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,569 shares; 2023Q4: 5,354 shares; 2024Q1: 5,314 shares; 2024Q2: 6,403 shares; 2024Q3: 3,846 shares; 2024Q4: 3,567 shares; 2025Q1: 3,438 shares 3,438 $1.05M 0.01% -129 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,100 shares; 2023Q4: 40,898 shares; 2024Q1: 37,798 shares; 2024Q2: 38,978 shares; 2024Q3: 38,078 shares; 2024Q4: 41,097 shares; 2025Q1: 67,233 shares 67,233 $1.05M 0.01% +26,136 Timeline XMVM 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; 2023Q2: restricted; 2023Q3: 85,004 shares; 2023Q4: 71,278 shares; 2024Q1: 70,906 shares; 2024Q2: 69,483 shares; 2024Q3: 69,635 shares; 2024Q4: 37,114 shares; 2025Q1: 19,744 shares 19,744 $1.04M 0.01% -17,370 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,526 shares; 2023Q4: 14,469 shares; 2024Q1: 13,938 shares; 2024Q2: 18,086 shares; 2024Q3: 17,831 shares; 2024Q4: 17,547 shares; 2025Q1: 21,885 shares 21,885 $1.04M 0.01% +4,338 Timeline NVBT 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; 2023Q2: restricted; 2023Q3: 26,723 shares; 2023Q4: 27,772 shares; 2024Q1: 27,772 shares; 2024Q2: 10,979 shares; 2024Q3: 10,979 shares; 2024Q4: 35,271 shares; 2025Q1: 32,619 shares 32,619 $1.04M 0.01% -2,652 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; 2023Q2: restricted; 2023Q3: 29,174 shares; 2023Q4: 24,274 shares; 2024Q1: 23,874 shares; 2024Q2: 69,612 shares; 2024Q3: 57,394 shares; 2024Q4: 49,471 shares; 2025Q1: 29,119 shares 29,119 $1.04M 0.01% -20,352 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 248,918 shares; 2023Q4: 138,519 shares; 2024Q1: 121,019 shares; 2024Q2: 77,332 shares; 2024Q3: 76,008 shares; 2024Q4: 75,318 shares; 2025Q1: 68,767 shares 68,767 $1.04M 0.01% -6,551 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,701 shares; 2023Q4: 13,266 shares; 2024Q1: 7,150 shares; 2024Q2: 7,202 shares; 2024Q3: 8,124 shares; 2024Q4: 10,571 shares; 2025Q1: 9,716 shares 9,716 $1.04M 0.01% -855 Timeline PSI 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; 2023Q2: restricted; 2023Q3: 20,780 shares; 2023Q4: 20,641 shares; 2024Q1: 22,419 shares; 2024Q2: 20,784 shares; 2024Q3: 20,738 shares; 2024Q4: 22,052 shares; 2025Q1: 21,863 shares 21,863 $1.04M 0.01% -189 Timeline GEM 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; 2023Q2: restricted; 2023Q3: 34,654 shares; 2023Q4: 34,296 shares; 2024Q1: 24,220 shares; 2024Q2: 25,720 shares; 2024Q3: 24,922 shares; 2024Q4: 25,386 shares; 2025Q1: 31,198 shares 31,198 $1.04M 0.01% +5,812 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,274 shares; 2023Q4: 16,510 shares; 2024Q1: 10,495 shares; 2024Q2: 13,376 shares; 2024Q3: 13,437 shares; 2024Q4: 12,945 shares; 2025Q1: 13,429 shares 13,429 $1.03M 0.01% +484 Timeline OCIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,876 shares; 2023Q4: 26,064 shares; 2024Q1: 25,054 shares; 2024Q2: 24,808 shares; 2024Q3: 30,545 shares; 2024Q4: 31,384 shares; 2025Q1: 31,038 shares 31,038 $1.03M 0.01% -346 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,363 shares; 2023Q4: 8,682 shares; 2024Q1: 8,889 shares; 2024Q2: 8,774 shares; 2024Q3: 10,745 shares; 2024Q4: 10,620 shares; 2025Q1: 13,222 shares 13,222 $1.03M 0.01% +2,602 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,617 shares; 2023Q4: 10,999 shares; 2024Q1: 6,718 shares; 2024Q2: 12,783 shares; 2024Q3: 16,529 shares; 2024Q4: 26,949 shares; 2025Q1: 22,836 shares 22,836 $1.03M 0.01% -4,113 Timeline PCEF 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; 2023Q2: restricted; 2023Q3: 31,088 shares; 2023Q4: 26,107 shares; 2024Q1: 25,138 shares; 2024Q2: 24,215 shares; 2024Q3: 44,367 shares; 2024Q4: 44,446 shares; 2025Q1: 54,525 shares 54,525 $1.03M 0.01% +10,079 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,223 shares; 2023Q4: 45,283 shares; 2024Q1: 44,810 shares; 2024Q2: 54,974 shares; 2024Q3: 49,869 shares; 2024Q4: 60,658 shares; 2025Q1: 52,563 shares 52,563 $1.03M 0.01% -8,095 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,578 shares; 2023Q4: 12,282 shares; 2024Q1: 12,269 shares; 2024Q2: 11,778 shares; 2024Q3: 11,523 shares; 2024Q4: 12,524 shares; 2025Q1: 8,488 shares 8,488 $1.03M 0.01% -4,036 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,755 shares; 2023Q4: 4,827 shares; 2024Q1: 4,843 shares; 2024Q2: 4,552 shares; 2024Q3: 10,371 shares; 2024Q4: 19,804 shares; 2025Q1: 11,874 shares 11,874 $1.03M 0.01% -7,930 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; 2023Q2: restricted; 2023Q3: 2,839 shares; 2023Q4: 10,361 shares; 2024Q1: 11,048 shares; 2024Q2: 13,199 shares; 2024Q3: 13,960 shares; 2024Q4: 20,394 shares; 2025Q1: 9,412 shares 9,412 $1.03M 0.01% -10,982 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,951 shares; 2023Q4: 24,167 shares; 2024Q1: 9,934 shares; 2024Q2: 10,171 shares; 2024Q3: 15,190 shares; 2024Q4: 31,404 shares; 2025Q1: 41,222 shares 41,222 $1.02M 0.01% +9,818 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,865 shares; 2025Q1: 30,392 shares 30,392 $1.02M 0.01% +5,527 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,869 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,099 shares; 2025Q1: 8,656 shares 8,656 $1.02M 0.01% -4,443 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76,204 shares; 2023Q4: 74,416 shares; 2024Q1: 71,967 shares; 2024Q2: 70,623 shares; 2024Q3: 67,308 shares; 2024Q4: 88,148 shares; 2025Q1: 51,393 shares 51,393 $1.02M 0.01% -36,755 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,664 shares; 2023Q4: 58,209 shares; 2024Q1: 64,007 shares; 2024Q2: 12,500 shares; 2024Q3: 12,664 shares; 2024Q4: 13,744 shares; 2025Q1: 14,178 shares 14,178 $1.01M 0.01% +434 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,232 shares; 2023Q4: 29,318 shares; 2024Q1: 21,415 shares; 2024Q2: 35,726 shares; 2024Q3: 39,182 shares; 2024Q4: 53,297 shares; 2025Q1: 36,334 shares 36,334 $1.01M 0.01% -16,963 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,798 shares; 2023Q4: 5,463 shares; 2024Q1: 9,557 shares; 2024Q2: 8,524 shares; 2024Q3: 7,483 shares; 2024Q4: 4,261 shares; 2025Q1: 9,675 shares 9,675 $1.01M 0.01% +5,414 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; 2023Q2: restricted; 2023Q3: 18,961 shares; 2023Q4: 18,862 shares; 2024Q1: 17,913 shares; 2024Q2: 17,714 shares; 2024Q3: 17,515 shares; 2024Q4: 15,965 shares; 2025Q1: 13,166 shares 13,166 $1.01M 0.01% -2,799 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; 2023Q2: restricted; 2023Q3: 60,206 shares; 2023Q4: 36,255 shares; 2024Q1: 26,156 shares; 2024Q2: 34,094 shares; 2024Q3: 29,455 shares; 2024Q4: 28,881 shares; 2025Q1: 39,527 shares 39,527 $1.01M 0.01% +10,646 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; 2023Q2: restricted; 2023Q3: 18,436 shares; 2023Q4: 16,839 shares; 2024Q1: 14,768 shares; 2024Q2: 13,068 shares; 2024Q3: 12,367 shares; 2024Q4: 9,986 shares; 2025Q1: 4,355 shares 4,355 $1.01M 0.01% -5,631 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,152 shares; 2023Q4: 36,864 shares; 2024Q1: 35,122 shares; 2024Q2: 38,041 shares; 2024Q3: 36,531 shares; 2024Q4: 33,522 shares; 2025Q1: 33,062 shares 33,062 $1.01M 0.01% -460 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,601 shares; 2023Q4: 22,403 shares; 2024Q1: 48,300 shares; 2024Q2: 49,785 shares; 2024Q3: 49,754 shares; 2024Q4: 22,307 shares; 2025Q1: 18,533 shares 18,533 $1.01M 0.01% -3,774 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,753 shares; 2023Q4: 1,971 shares; 2024Q1: 1,980 shares; 2024Q2: 1,958 shares; 2024Q3: 1,641 shares; 2024Q4: 1,734 shares; 2025Q1: 1,582 shares 1,582 $1M 0.01% -152 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,531 shares; 2023Q4: 11,635 shares; 2024Q1: 11,870 shares; 2024Q2: 12,049 shares; 2024Q3: 7,739 shares; 2024Q4: 42,626 shares; 2025Q1: 10,064 shares 10,064 $998K 0.01% -32,562 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,506 shares; 2023Q4: 24,469 shares; 2024Q1: 22,816 shares; 2024Q2: 27,076 shares; 2024Q3: 14,353 shares; 2024Q4: 14,121 shares; 2025Q1: 12,733 shares 12,733 $998K 0.01% -1,388 Timeline HTRB 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; 2023Q2: restricted; 2023Q3: 91,310 shares; 2023Q4: 96,890 shares; 2024Q1: 93,675 shares; 2024Q2: 102,022 shares; 2024Q3: 99,932 shares; 2024Q4: 57,977 shares; 2025Q1: 29,277 shares 29,277 $995K 0.01% -28,700 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,901 shares; 2024Q4: 14,999 shares; 2025Q1: 52,782 shares 52,782 $995K 0.01% +37,783 Timeline APRT 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; 2023Q2: restricted; 2023Q3: 7,049 shares; 2023Q4: not reported; 2024Q1: 8,186 shares; 2024Q2: 33,269 shares; 2024Q3: 36,206 shares; 2024Q4: 33,205 shares; 2025Q1: 26,814 shares 26,814 $994K 0.01% -6,391 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,192 shares; 2023Q4: 3,644 shares; 2024Q1: 3,480 shares; 2024Q2: 1,488 shares; 2024Q3: 4,440 shares; 2024Q4: 10,655 shares; 2025Q1: 4,765 shares 4,765 $990K 0.01% -5,890 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,919 shares; 2025Q1: 25,789 shares 25,789 $989K 0.01% +6,870 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,426 shares; 2024Q1: 16,491 shares; 2024Q2: 20,602 shares; 2024Q3: 22,938 shares; 2024Q4: 24,737 shares; 2025Q1: 26,662 shares 26,662 $983K 0.01% +1,925 Timeline JPME 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; 2023Q2: restricted; 2023Q3: 10,363 shares; 2023Q4: 9,863 shares; 2024Q1: 9,631 shares; 2024Q2: 9,650 shares; 2024Q3: 9,583 shares; 2024Q4: 9,596 shares; 2025Q1: 9,768 shares 9,768 $982K 0.01% +172 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; 2023Q2: restricted; 2023Q3: 3,798 shares; 2023Q4: 9,384 shares; 2024Q1: 10,635 shares; 2024Q2: 16,597 shares; 2024Q3: 11,726 shares; 2024Q4: 14,548 shares; 2025Q1: 12,110 shares 12,110 $982K 0.01% -2,438 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,994 shares; 2024Q2: 2,605 shares; 2024Q3: 2,551 shares; 2024Q4: 2,309 shares; 2025Q1: 7,559 shares 7,559 $981K 0.01% +5,250 Timeline JPSE 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; 2023Q2: restricted; 2023Q3: 20,102 shares; 2023Q4: 18,688 shares; 2024Q1: 19,140 shares; 2024Q2: 20,655 shares; 2024Q3: 20,643 shares; 2024Q4: 21,348 shares; 2025Q1: 22,400 shares 22,400 $976K 0.01% +1,052 Timeline FID 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; 2023Q2: restricted; 2023Q3: 25,952 shares; 2023Q4: 36,478 shares; 2024Q1: 39,248 shares; 2024Q2: 45,492 shares; 2024Q3: 45,492 shares; 2024Q4: 53,545 shares; 2025Q1: 56,534 shares 56,534 $975K 0.01% +2,989 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; 2023Q2: restricted; 2023Q3: 25,611 shares; 2023Q4: 24,303 shares; 2024Q1: 24,357 shares; 2024Q2: 31,669 shares; 2024Q3: 18,434 shares; 2024Q4: 17,923 shares; 2025Q1: 19,035 shares 19,035 $970K 0.01% +1,112 Timeline AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,300 shares; 2023Q4: 9,300 shares; 2024Q1: 9,300 shares; 2024Q2: 8,500 shares; 2024Q3: 7,700 shares; 2024Q4: 7,000 shares; 2025Q1: 14,000 shares 14,000 $968K 0.01% +7,000 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,345 shares; 2023Q4: 6,346 shares; 2024Q1: 8,266 shares; 2024Q2: 8,270 shares; 2024Q3: 8,273 shares; 2024Q4: 8,276 shares; 2025Q1: 20,549 shares 20,549 $940K 0.01% +12,273 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; 2023Q2: restricted; 2023Q3: 13,709 shares; 2023Q4: 16,182 shares; 2024Q1: 14,607 shares; 2024Q2: 10,534 shares; 2024Q3: 18,731 shares; 2024Q4: 6,676 shares; 2025Q1: 10,923 shares 10,923 $939K 0.01% +4,247 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 22,670 shares; 2024Q2: 19,310 shares; 2024Q3: 20,210 shares; 2024Q4: 20,410 shares; 2025Q1: 20,410 shares 20,410 $938K 0.01% 0 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,965 shares; 2025Q1: 29,549 shares 29,549 $929K 0.01% +2,584 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,807 shares; 2023Q4: 7,775 shares; 2024Q1: 7,043 shares; 2024Q2: 24,206 shares; 2024Q3: 11,015 shares; 2024Q4: 13,332 shares; 2025Q1: 6,250 shares 6,250 $928K 0.01% -7,082 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,068 shares 39,068 $928K 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,376 shares; 2023Q4: 5,628 shares; 2024Q1: 5,449 shares; 2024Q2: 3,822 shares; 2024Q3: 3,690 shares; 2024Q4: 7,147 shares; 2025Q1: 4,659 shares 4,659 $926K 0.01% -2,488 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,993 shares; 2023Q4: 12,614 shares; 2024Q1: 12,741 shares; 2024Q2: 13,462 shares; 2024Q3: 13,605 shares; 2024Q4: 13,156 shares; 2025Q1: 19,507 shares 19,507 $924K 0.01% +6,351 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,916 shares; 2023Q4: 24,035 shares; 2024Q1: 30,516 shares; 2024Q2: 32,148 shares; 2024Q3: 32,492 shares; 2024Q4: 21,157 shares; 2025Q1: 20,016 shares 20,016 $923K 0.01% -1,141 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,890 shares 11,890 $921K 0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,821 shares; 2023Q4: 18,609 shares; 2024Q1: 18,074 shares; 2024Q2: 18,319 shares; 2024Q3: 20,134 shares; 2024Q4: 21,896 shares; 2025Q1: 20,900 shares 20,900 $917K 0.01% -996 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,693 shares; 2023Q4: 22,236 shares; 2024Q1: 21,582 shares; 2024Q2: 21,758 shares; 2024Q3: 22,014 shares; 2024Q4: 14,442 shares; 2025Q1: 15,769 shares 15,769 $916K 0.01% +1,327 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,200 shares; 2023Q4: 23,900 shares; 2024Q1: 25,650 shares; 2024Q2: 26,350 shares; 2024Q3: 26,850 shares; 2024Q4: 27,186 shares; 2025Q1: 27,521 shares 27,521 $912K 0.01% +335 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,595 shares; 2023Q4: 8,714 shares; 2024Q1: 11,749 shares; 2024Q2: 12,907 shares; 2024Q3: 11,967 shares; 2024Q4: 9,874 shares; 2025Q1: 9,920 shares 9,920 $911K 0.01% +46 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,089 shares; 2023Q4: 5,815 shares; 2024Q1: 6,928 shares; 2024Q2: 9,099 shares; 2024Q3: 12,943 shares; 2024Q4: 10,399 shares; 2025Q1: 11,612 shares 11,612 $909K 0.01% +1,213 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; 2023Q2: restricted; 2023Q3: 3,411 shares; 2023Q4: 3,574 shares; 2024Q1: 3,690 shares; 2024Q2: 3,399 shares; 2024Q3: 3,594 shares; 2024Q4: 3,589 shares; 2025Q1: 3,870 shares 3,870 $903K 0.01% +281 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; 2023Q2: restricted; 2023Q3: 3,712 shares; 2023Q4: 3,683 shares; 2024Q1: 3,595 shares; 2024Q2: 3,286 shares; 2024Q3: 2,968 shares; 2024Q4: 2,763 shares; 2025Q1: 4,021 shares 4,021 $900K 0.01% +1,258 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,142 shares; 2023Q4: 3,534 shares; 2024Q1: 3,495 shares; 2024Q2: 3,510 shares; 2024Q3: 2,910 shares; 2024Q4: 5,511 shares; 2025Q1: 3,346 shares 3,346 $898K 0.01% -2,165 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,622 shares; 2023Q4: 6,697 shares; 2024Q1: 6,809 shares; 2024Q2: 13,326 shares; 2024Q3: 13,509 shares; 2024Q4: 14,721 shares; 2025Q1: 15,566 shares 15,566 $896K 0.01% +845 Timeline DAUG 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; 2023Q2: restricted; 2023Q3: 23,932 shares; 2023Q4: 17,489 shares; 2024Q1: 17,489 shares; 2024Q2: 18,709 shares; 2024Q3: 18,324 shares; 2024Q4: 18,664 shares; 2025Q1: 23,054 shares 23,054 $894K 0.01% +4,390 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,210 shares; 2024Q3: 31,089 shares; 2024Q4: 31,089 shares; 2025Q1: 32,377 shares 32,377 $890K 0.01% +1,288 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,409 shares; 2023Q4: 4,605 shares; 2024Q1: 4,164 shares; 2024Q2: 3,863 shares; 2024Q3: 1,903 shares; 2024Q4: not reported; 2025Q1: 7,418 shares 7,418 $886K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 116,322 shares; 2023Q4: 124,370 shares; 2024Q1: 124,329 shares; 2024Q2: 115,969 shares; 2024Q3: 103,361 shares; 2024Q4: 81,948 shares; 2025Q1: 88,945 shares 88,945 $881K 0.01% +6,997 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,165 shares; 2023Q4: 16,370 shares; 2024Q1: 19,652 shares; 2024Q2: 20,691 shares; 2024Q3: 21,947 shares; 2024Q4: 17,649 shares; 2025Q1: 15,855 shares 15,855 $879K 0.01% -1,794 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,727 shares; 2023Q4: 1,837 shares; 2024Q1: 1,871 shares; 2024Q2: 1,783 shares; 2024Q3: 1,874 shares; 2024Q4: 1,562 shares; 2025Q1: 2,202 shares 2,202 $879K 0.01% +640 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,592 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,555 shares; 2024Q3: 6,881 shares; 2024Q4: 11,804 shares; 2025Q1: 7,749 shares 7,749 $877K 0.01% -4,055 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72,196 shares; 2023Q4: 71,796 shares; 2024Q1: 27,654 shares; 2024Q2: 42,154 shares; 2024Q3: 34,279 shares; 2024Q4: 43,335 shares; 2025Q1: 24,279 shares 24,279 $876K 0.01% -19,056 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,323 shares; 2024Q1: 3,126 shares; 2024Q2: 3,017 shares; 2024Q3: 2,914 shares; 2024Q4: 4,161 shares; 2025Q1: 3,815 shares 3,815 $870K 0.01% -346 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,505 shares; 2023Q4: 31,130 shares; 2024Q1: 32,639 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,432 shares 20,432 $867K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,268 shares; 2023Q4: 18,297 shares; 2024Q1: 8,305 shares; 2024Q2: 9,590 shares; 2024Q3: 8,662 shares; 2024Q4: 7,276 shares; 2025Q1: 6,322 shares 6,322 $866K 0.01% -954 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,094 shares; 2023Q4: 3,662 shares; 2024Q1: 4,994 shares; 2024Q2: 5,003 shares; 2024Q3: 3,579 shares; 2024Q4: 3,594 shares; 2025Q1: 4,428 shares 4,428 $864K 0.01% +834 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,239 shares; 2023Q4: 18,811 shares; 2024Q1: 16,026 shares; 2024Q2: 16,680 shares; 2024Q3: 16,678 shares; 2024Q4: 15,642 shares; 2025Q1: 14,641 shares 14,641 $863K 0.01% -1,001 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 324 shares; 2023Q4: 479 shares; 2024Q1: 770 shares; 2024Q2: 520 shares; 2024Q3: 694 shares; 2024Q4: 729 shares; 2025Q1: 623 shares 623 $862K 0.01% -106 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,508 shares; 2023Q4: 7,850 shares; 2024Q1: 7,621 shares; 2024Q2: 5,164 shares; 2024Q3: 2,987 shares; 2024Q4: 2,752 shares; 2025Q1: 1,770 shares 1,770 $861K 0.01% -982 Timeline FPA 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; 2023Q2: restricted; 2023Q3: 21,716 shares; 2023Q4: 24,435 shares; 2024Q1: 25,082 shares; 2024Q2: 25,466 shares; 2024Q3: 25,955 shares; 2024Q4: 28,447 shares; 2025Q1: 30,309 shares 30,309 $861K 0.01% +1,862 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,966 shares; 2024Q1: 7,039 shares; 2024Q2: 10,734 shares; 2024Q3: 11,034 shares; 2024Q4: 10,622 shares; 2025Q1: 11,027 shares 11,027 $859K 0.01% +405 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,317 shares; 2023Q4: 39,530 shares; 2024Q1: 44,151 shares; 2024Q2: 45,017 shares; 2024Q3: 63,072 shares; 2024Q4: 78,117 shares; 2025Q1: 53,239 shares 53,239 $857K 0.01% -24,878 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,980 shares; 2025Q1: 16,042 shares 16,042 $854K 0.01% +4,062 Timeline NFTY 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; 2023Q2: restricted; 2023Q3: 7,038 shares; 2023Q4: 9,070 shares; 2024Q1: 9,485 shares; 2024Q2: 9,698 shares; 2024Q3: 10,207 shares; 2024Q4: 15,932 shares; 2025Q1: 15,284 shares 15,284 $852K 0.01% -648 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33,860 shares; 2024Q4: 33,840 shares; 2025Q1: 33,680 shares 33,680 $840K 0.01% -160 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,770 shares; 2023Q4: 22,105 shares; 2024Q1: 23,210 shares; 2024Q2: 23,731 shares; 2024Q3: 31,275 shares; 2024Q4: 22,157 shares; 2025Q1: 20,404 shares 20,404 $833K 0.01% -1,753 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; 2023Q2: restricted; 2023Q3: 11,362 shares; 2023Q4: 12,515 shares; 2024Q1: 11,401 shares; 2024Q2: 10,926 shares; 2024Q3: 10,744 shares; 2024Q4: 33,011 shares; 2025Q1: 31,675 shares 31,675 $830K 0.01% -1,336 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,043 shares; 2023Q4: 3,196 shares; 2024Q1: 13,249 shares; 2024Q2: 20,002 shares; 2024Q3: 20,319 shares; 2024Q4: 15,423 shares; 2025Q1: 9,095 shares 9,095 $825K 0.01% -6,328 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,823 shares; 2023Q4: 16,720 shares; 2024Q1: 16,243 shares; 2024Q2: 21,779 shares; 2024Q3: 21,801 shares; 2024Q4: 16,560 shares; 2025Q1: 15,159 shares 15,159 $824K 0.01% -1,401 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,666 shares; 2023Q4: 3,431 shares; 2024Q1: 6,503 shares; 2024Q2: 11,186 shares; 2024Q3: 9,981 shares; 2024Q4: 10,918 shares; 2025Q1: 9,353 shares 9,353 $822K 0.01% -1,565 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 670 shares; 2023Q4: 657 shares; 2024Q1: 661 shares; 2024Q2: 1,305 shares; 2024Q3: 1,410 shares; 2024Q4: 1,607 shares; 2025Q1: 1,603 shares 1,603 $815K 0.01% -4 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; 2023Q2: restricted; 2023Q3: 6,459 shares; 2023Q4: 4,111 shares; 2024Q1: 3,472 shares; 2024Q2: 3,417 shares; 2024Q3: 4,563 shares; 2024Q4: 4,565 shares; 2025Q1: 4,245 shares 4,245 $814K 0.01% -320 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 98,038 shares; 2023Q4: 94,042 shares; 2024Q1: 69,392 shares; 2024Q2: 60,906 shares; 2024Q3: 28,687 shares; 2024Q4: 21,582 shares; 2025Q1: 22,120 shares 22,120 $814K 0.01% +538 Timeline FAAR 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; 2023Q2: restricted; 2023Q3: 56,217 shares; 2023Q4: 58,961 shares; 2024Q1: 46,943 shares; 2024Q2: 41,495 shares; 2024Q3: 42,040 shares; 2024Q4: 29,064 shares; 2025Q1: 28,146 shares 28,146 $814K 0.01% -918 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,058 shares; 2024Q3: 15,890 shares; 2024Q4: 19,941 shares; 2025Q1: 19,278 shares 19,278 $810K 0.01% -663 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86,232 shares; 2023Q4: 91,482 shares; 2024Q1: 78,949 shares; 2024Q2: 73,675 shares; 2024Q3: 82,690 shares; 2024Q4: 91,188 shares; 2025Q1: 64,217 shares 64,217 $810K 0.01% -26,971 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; 2023Q2: restricted; 2023Q3: 5,988 shares; 2023Q4: 5,798 shares; 2024Q1: 13,908 shares; 2024Q2: 18,260 shares; 2024Q3: 19,729 shares; 2024Q4: 19,085 shares; 2025Q1: 23,680 shares 23,680 $809K 0.01% +4,595 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,783 shares; 2024Q3: 16,027 shares; 2024Q4: 17,765 shares; 2025Q1: 20,247 shares 20,247 $808K 0.01% +2,482 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,702 shares; 2023Q4: 9,955 shares; 2024Q1: 9,955 shares; 2024Q2: 9,955 shares; 2024Q3: 9,345 shares; 2024Q4: 14,753 shares; 2025Q1: 13,664 shares 13,664 $806K 0.01% -1,089 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,155 shares; 2023Q4: 10,160 shares; 2024Q1: 10,250 shares; 2024Q2: 9,731 shares; 2024Q3: 9,189 shares; 2024Q4: 8,963 shares; 2025Q1: 7,821 shares 7,821 $801K 0.01% -1,142 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,152 shares; 2024Q3: 10,075 shares; 2024Q4: 18,827 shares; 2025Q1: 19,806 shares 19,806 $794K 0.01% +979 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,191 shares; 2023Q4: 5,013 shares; 2024Q1: 6,454 shares; 2024Q2: 6,153 shares; 2024Q3: 5,943 shares; 2024Q4: 7,502 shares; 2025Q1: 7,042 shares 7,042 $794K 0.01% -460 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 13,051 shares; 2024Q1: 54,610 shares; 2024Q2: 53,359 shares; 2024Q3: 29,695 shares; 2024Q4: 27,752 shares; 2025Q1: 22,558 shares 22,558 $793K 0.01% -5,194 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,171 shares; 2023Q4: 16,819 shares; 2024Q1: 31,134 shares; 2024Q2: 44,552 shares; 2024Q3: 45,149 shares; 2024Q4: 42,673 shares; 2025Q1: 18,770 shares 18,770 $792K 0.01% -23,903 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,700 shares; 2023Q4: 6,701 shares; 2024Q1: 6,740 shares; 2024Q2: 5,791 shares; 2024Q3: 5,792 shares; 2024Q4: 4,983 shares; 2025Q1: 4,829 shares 4,829 $790K 0.01% -154 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,698 shares; 2023Q4: 36,316 shares; 2024Q1: 36,027 shares; 2024Q2: 35,838 shares; 2024Q3: 34,911 shares; 2024Q4: 35,519 shares; 2025Q1: 41,549 shares 41,549 $789K 0.01% +6,030 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,505 shares; 2023Q4: 11,650 shares; 2024Q1: 10,991 shares; 2024Q2: 11,019 shares; 2024Q3: 7,610 shares; 2024Q4: 7,786 shares; 2025Q1: 9,956 shares 9,956 $789K 0.01% +2,170 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,866 shares; 2024Q1: 9,369 shares; 2024Q2: 10,391 shares; 2024Q3: 15,096 shares; 2024Q4: 11,973 shares; 2025Q1: 12,031 shares 12,031 $787K 0.01% +58 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,324 shares 12,324 $786K 0.01% new 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; 2023Q2: restricted; 2023Q3: 85,633 shares; 2023Q4: 38,295 shares; 2024Q1: 35,760 shares; 2024Q2: 33,320 shares; 2024Q3: 31,891 shares; 2024Q4: 56,599 shares; 2025Q1: 31,211 shares 31,211 $785K 0.01% -25,388 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,750 shares; 2023Q4: 25,450 shares; 2024Q1: 23,450 shares; 2024Q2: 18,850 shares; 2024Q3: 19,815 shares; 2024Q4: 22,215 shares; 2025Q1: 21,350 shares 21,350 $779K 0.01% -865 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,223 shares; 2023Q4: 7,105 shares; 2024Q1: 6,955 shares; 2024Q2: 6,709 shares; 2024Q3: 5,957 shares; 2024Q4: 12,737 shares; 2025Q1: 13,902 shares 13,902 $778K 0.01% +1,165 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,422 shares; 2023Q4: 39,297 shares; 2024Q1: 39,726 shares; 2024Q2: 55,820 shares; 2024Q3: 41,916 shares; 2024Q4: 39,093 shares; 2025Q1: 43,949 shares 43,949 $777K 0.01% +4,856 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,795 shares; 2023Q4: 24,169 shares; 2024Q1: 41,806 shares; 2024Q2: 37,184 shares; 2024Q3: 39,977 shares; 2024Q4: 36,797 shares; 2025Q1: 29,881 shares 29,881 $773K 0.01% -6,916 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,735 shares; 2023Q4: 43,235 shares; 2024Q1: 41,648 shares; 2024Q2: 75,763 shares; 2024Q3: 85,663 shares; 2024Q4: 81,840 shares; 2025Q1: 85,340 shares 85,340 $772K 0.01% +3,500 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; 2023Q2: restricted; 2023Q3: 24,468 shares; 2023Q4: 19,432 shares; 2024Q1: 19,108 shares; 2024Q2: 18,991 shares; 2024Q3: 18,991 shares; 2024Q4: 19,266 shares; 2025Q1: 18,725 shares 18,725 $772K 0.01% -541 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,688 shares; 2023Q4: 10,310 shares; 2024Q1: 8,072 shares; 2024Q2: 6,872 shares; 2024Q3: 6,728 shares; 2024Q4: 5,894 shares; 2025Q1: 6,352 shares 6,352 $766K 0.01% +458 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 61,887 shares; 2023Q4: 75,508 shares; 2024Q1: 32,375 shares; 2024Q2: 21,625 shares; 2024Q3: 31,584 shares; 2024Q4: 36,141 shares; 2025Q1: 38,675 shares 38,675 $765K 0.01% +2,534 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,469 shares; 2023Q4: 16,564 shares; 2024Q1: 17,017 shares; 2024Q2: 11,172 shares; 2024Q3: 15,884 shares; 2024Q4: 84,501 shares; 2025Q1: 28,349 shares 28,349 $762K 0.01% -56,152 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,297 shares; 2023Q4: 16,597 shares; 2024Q1: 16,091 shares; 2024Q2: 16,091 shares; 2024Q3: 16,091 shares; 2024Q4: 14,891 shares; 2025Q1: 14,691 shares 14,691 $761K 0.01% -200 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,064 shares; 2023Q4: 29,483 shares; 2024Q1: 27,495 shares; 2024Q2: 21,683 shares; 2024Q3: 21,683 shares; 2024Q4: 24,706 shares; 2025Q1: 16,284 shares 16,284 $760K 0.01% -8,422 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,221 shares; 2023Q4: 4,854 shares; 2024Q1: 5,131 shares; 2024Q2: 5,679 shares; 2024Q3: 7,570 shares; 2024Q4: 9,616 shares; 2025Q1: 7,755 shares 7,755 $759K 0.01% -1,861 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,000 shares; 2023Q4: 9,515 shares; 2024Q1: 12,096 shares; 2024Q2: 14,603 shares; 2024Q3: 16,126 shares; 2024Q4: 8,958 shares; 2025Q1: 9,327 shares 9,327 $759K 0.01% +369 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,123 shares; 2024Q1: 2,618 shares; 2024Q2: 1,885 shares; 2024Q3: 1,840 shares; 2024Q4: 2,481 shares; 2025Q1: 2,244 shares 2,244 $758K 0.01% -237 SIXD 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,174 shares; 2024Q3: 21,498 shares; 2024Q4: 27,355 shares; 2025Q1: 28,872 shares 28,872 $757K 0.01% +1,517 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,083 shares; 2023Q4: 12,656 shares; 2024Q1: 12,692 shares; 2024Q2: 12,603 shares; 2024Q3: 17,612 shares; 2024Q4: 19,827 shares; 2025Q1: 20,787 shares 20,787 $756K 0.01% +960 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,380 shares; 2023Q4: 16,699 shares; 2024Q1: 17,224 shares; 2024Q2: 21,197 shares; 2024Q3: 20,505 shares; 2024Q4: 19,484 shares; 2025Q1: 18,573 shares 18,573 $756K 0.01% -911 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,615 shares; 2024Q2: 12,918 shares; 2024Q3: 12,788 shares; 2024Q4: 23,582 shares; 2025Q1: 22,663 shares 22,663 $750K 0.01% -919 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 9,253 shares; 2024Q1: 14,400 shares; 2024Q2: 23,388 shares; 2024Q3: 27,141 shares; 2024Q4: 33,282 shares; 2025Q1: 17,269 shares 17,269 $749K 0.01% -16,013 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55,761 shares; 2023Q4: 53,509 shares; 2024Q1: 67,380 shares; 2024Q2: 27,299 shares; 2024Q3: 26,659 shares; 2024Q4: 26,368 shares; 2025Q1: 25,595 shares 25,595 $748K 0.01% -773 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,749 shares; 2024Q2: 1,914 shares; 2024Q3: 2,252 shares; 2024Q4: 2,919 shares; 2025Q1: 4,058 shares 4,058 $746K 0.01% +1,139 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,647 shares; 2023Q4: 10,441 shares; 2024Q1: 8,552 shares; 2024Q2: 8,477 shares; 2024Q3: 8,852 shares; 2024Q4: 8,964 shares; 2025Q1: 9,667 shares 9,667 $743K 0.01% +703 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,600 shares; 2023Q4: 13,600 shares; 2024Q1: 12,400 shares; 2024Q2: 11,004 shares; 2024Q3: 10,704 shares; 2024Q4: 9,604 shares; 2025Q1: 19,104 shares 19,104 $740K 0.01% +9,500 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; 2023Q2: restricted; 2023Q3: 101,084 shares; 2023Q4: 70,337 shares; 2024Q1: 41,078 shares; 2024Q2: 31,929 shares; 2024Q3: 30,779 shares; 2024Q4: 30,830 shares; 2025Q1: 30,341 shares 30,341 $738K 0.01% -489 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,213 shares; 2023Q4: 6,810 shares; 2024Q1: 6,107 shares; 2024Q2: 5,015 shares; 2024Q3: 2,642 shares; 2024Q4: 2,442 shares; 2025Q1: 4,800 shares 4,800 $735K 0.01% +2,358 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,992 shares; 2023Q4: 3,998 shares; 2024Q1: 3,966 shares; 2024Q2: 3,925 shares; 2024Q3: 3,896 shares; 2024Q4: 5,130 shares; 2025Q1: 4,264 shares 4,264 $734K 0.01% -866 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 520 shares; 2024Q1: 520 shares; 2024Q2: 1,186 shares; 2024Q3: 1,184 shares; 2024Q4: 688 shares; 2025Q1: 1,592 shares 1,592 $732K 0.01% +904 Timeline OCTT 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10,193 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25,337 shares; 2025Q1: 19,647 shares 19,647 $731K 0.01% -5,690 Timeline