FELG 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: 38,190 shares; 2024Q4: 75,447 shares; 2025Q1: 122,797 shares 122,797 $3.87M 0.02% +47,350 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: 2,988 shares; 2023Q4: 3,328 shares; 2024Q1: 3,612 shares; 2024Q2: 11,509 shares; 2024Q3: 11,348 shares; 2024Q4: 11,740 shares; 2025Q1: 11,741 shares 11,741 $3.86M 0.02% +1 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: 16,151 shares; 2023Q4: 14,317 shares; 2024Q1: 12,025 shares; 2024Q2: 24,338 shares; 2024Q3: 24,069 shares; 2024Q4: 24,149 shares; 2025Q1: 26,802 shares 26,802 $3.84M 0.02% +2,653 Timeline ISCV 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: 67,155 shares; 2023Q4: 70,907 shares; 2024Q1: 61,874 shares; 2024Q2: 63,567 shares; 2024Q3: 63,436 shares; 2024Q4: 64,233 shares; 2025Q1: 64,446 shares 64,446 $3.82M 0.02% +213 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: 30,793 shares; 2023Q4: 23,904 shares; 2024Q1: 27,149 shares; 2024Q2: 65,189 shares; 2024Q3: 67,525 shares; 2024Q4: 66,017 shares; 2025Q1: 58,290 shares 58,290 $3.8M 0.02% -7,727 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,930 shares; 2024Q2: 63,415 shares; 2024Q3: 65,717 shares; 2024Q4: 67,480 shares; 2025Q1: 64,451 shares 64,451 $3.77M 0.02% -3,029 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: 56,178 shares; 2023Q4: 53,577 shares; 2024Q1: 41,139 shares; 2024Q2: 66,634 shares; 2024Q3: 61,657 shares; 2024Q4: 64,769 shares; 2025Q1: 67,173 shares 67,173 $3.77M 0.02% +2,404 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,843 shares; 2023Q4: 50,011 shares; 2024Q1: 41,540 shares; 2024Q2: 41,326 shares; 2024Q3: 46,872 shares; 2024Q4: 54,368 shares; 2025Q1: 75,229 shares 75,229 $3.75M 0.02% +20,861 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: 87,754 shares; 2023Q4: 84,328 shares; 2024Q1: 76,258 shares; 2024Q2: 76,504 shares; 2024Q3: 64,765 shares; 2024Q4: 52,717 shares; 2025Q1: 49,514 shares 49,514 $3.75M 0.02% -3,203 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: 49,991 shares; 2023Q4: 41,519 shares; 2024Q1: 45,307 shares; 2024Q2: 57,757 shares; 2024Q3: 59,392 shares; 2024Q4: 51,754 shares; 2025Q1: 58,934 shares 58,934 $3.74M 0.02% +7,180 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: 613 shares; 2023Q4: 697 shares; 2024Q1: 450 shares; 2024Q2: 46,264 shares; 2024Q3: 52,699 shares; 2024Q4: 60,595 shares; 2025Q1: 74,253 shares 74,253 $3.73M 0.02% +13,658 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: 11,652 shares; 2023Q4: 12,304 shares; 2024Q1: 12,198 shares; 2024Q2: 15,007 shares; 2024Q3: 14,669 shares; 2024Q4: 14,835 shares; 2025Q1: 15,147 shares 15,147 $3.69M 0.02% +312 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: 12,979 shares; 2023Q4: 12,187 shares; 2024Q1: 18,766 shares; 2024Q2: 26,189 shares; 2024Q3: 27,103 shares; 2024Q4: 29,938 shares; 2025Q1: 33,005 shares 33,005 $3.68M 0.02% +3,067 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,273 shares; 2023Q4: 7,290 shares; 2024Q1: 6,827 shares; 2024Q2: 7,616 shares; 2024Q3: 7,348 shares; 2024Q4: not reported; 2025Q1: 107,484 shares 107,484 $3.67M 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34,953 shares; 2023Q4: 38,296 shares; 2024Q1: 40,668 shares; 2024Q2: 61,243 shares; 2024Q3: 61,944 shares; 2024Q4: 67,786 shares; 2025Q1: 75,577 shares 75,577 $3.66M 0.02% +7,791 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,885 shares; 2023Q4: 1,967 shares; 2024Q1: 1,858 shares; 2024Q2: 11,643 shares; 2024Q3: 11,798 shares; 2024Q4: 19,546 shares; 2025Q1: 20,694 shares 20,694 $3.65M 0.02% +1,148 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,855 shares; 2023Q4: 49,362 shares; 2024Q1: 46,532 shares; 2024Q2: 47,658 shares; 2024Q3: 52,580 shares; 2024Q4: 57,723 shares; 2025Q1: 52,056 shares 52,056 $3.64M 0.02% -5,667 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,726 shares; 2024Q3: 6,885 shares; 2024Q4: 2,061 shares; 2025Q1: 36,648 shares 36,648 $3.62M 0.02% +34,587 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: 27,170 shares; 2023Q4: 22,448 shares; 2024Q1: 21,187 shares; 2024Q2: 19,822 shares; 2024Q3: 18,174 shares; 2024Q4: 16,978 shares; 2025Q1: 16,238 shares 16,238 $3.61M 0.02% -740 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: 48,801 shares; 2023Q4: 75,493 shares; 2024Q1: 74,558 shares; 2024Q2: 81,819 shares; 2024Q3: 82,934 shares; 2024Q4: 79,094 shares; 2025Q1: 78,988 shares 78,988 $3.61M 0.02% -106 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: 32,800 shares; 2023Q4: 26,206 shares; 2024Q1: 26,787 shares; 2024Q2: 26,586 shares; 2024Q3: 24,854 shares; 2024Q4: 24,757 shares; 2025Q1: 81,386 shares 81,386 $3.6M 0.02% +56,629 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,465 shares; 2023Q4: 84,023 shares; 2024Q1: 36,732 shares; 2024Q2: 43,138 shares; 2024Q3: 48,239 shares; 2024Q4: 53,183 shares; 2025Q1: 50,597 shares 50,597 $3.56M 0.02% -2,586 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: 27,845 shares; 2023Q4: 38,677 shares; 2024Q1: 42,348 shares; 2024Q2: 44,962 shares; 2024Q3: 44,392 shares; 2024Q4: 41,025 shares; 2025Q1: 46,059 shares 46,059 $3.54M 0.02% +5,034 Timeline XLG 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: 9,144 shares; 2023Q4: 9,183 shares; 2024Q1: 13,351 shares; 2024Q2: 22,999 shares; 2024Q3: 42,396 shares; 2024Q4: 68,556 shares; 2025Q1: 76,975 shares 76,975 $3.54M 0.02% +8,419 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,816 shares; 2024Q3: 2,753 shares; 2024Q4: 24,382 shares; 2025Q1: 31,292 shares 31,292 $3.54M 0.02% +6,910 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 160,100 shares; 2023Q4: 153,496 shares; 2024Q1: 144,264 shares; 2024Q2: 154,777 shares; 2024Q3: 162,218 shares; 2024Q4: 182,783 shares; 2025Q1: 190,415 shares 190,415 $3.54M 0.02% +7,632 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: 8,439 shares; 2023Q4: 8,809 shares; 2024Q1: 10,040 shares; 2024Q2: 14,852 shares; 2024Q3: 16,772 shares; 2024Q4: 17,396 shares; 2025Q1: 17,868 shares 17,868 $3.54M 0.02% +472 Timeline UHG UNITED HOMES GROUP INC More: the full row for UNITED HOMES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,025,000 shares; 2023Q4: 1,250,000 shares; 2024Q1: 1,250,000 shares; 2024Q2: 1,250,000 shares; 2024Q3: 1,250,000 shares; 2024Q4: 1,250,000 shares; 2025Q1: 1,250,365 shares 1,250,365 $3.5M 0.02% +365 Timeline FICS 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: 17,533 shares; 2023Q4: 121,509 shares; 2024Q1: 128,961 shares; 2024Q2: 141,362 shares; 2024Q3: 160,268 shares; 2024Q4: 82,729 shares; 2025Q1: 95,225 shares 95,225 $3.49M 0.02% +12,496 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: 11,580 shares; 2023Q4: 12,616 shares; 2024Q1: 13,117 shares; 2024Q2: 36,273 shares; 2024Q3: 37,101 shares; 2024Q4: 40,455 shares; 2025Q1: 42,904 shares 42,904 $3.44M 0.02% +2,449 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: not reported; 2024Q4: 39,407 shares; 2025Q1: 47,336 shares 47,336 $3.44M 0.02% +7,929 Timeline DES 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: 100,606 shares; 2023Q4: 98,228 shares; 2024Q1: 98,450 shares; 2024Q2: 99,200 shares; 2024Q3: 98,615 shares; 2024Q4: 97,498 shares; 2025Q1: 107,665 shares 107,665 $3.44M 0.02% +10,167 Timeline IXUS 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: 45,462 shares; 2023Q4: 49,524 shares; 2024Q1: 49,512 shares; 2024Q2: 55,211 shares; 2024Q3: 54,282 shares; 2024Q4: 49,232 shares; 2025Q1: 49,133 shares 49,133 $3.43M 0.02% -99 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 93,531 shares; 2023Q4: 97,976 shares; 2024Q1: 109,491 shares; 2024Q2: 113,468 shares; 2024Q3: 116,342 shares; 2024Q4: 117,507 shares; 2025Q1: 117,626 shares 117,626 $3.42M 0.02% +119 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: 38,971 shares; 2023Q4: 35,698 shares; 2024Q1: 23,390 shares; 2024Q2: 51,880 shares; 2024Q3: 52,153 shares; 2024Q4: 51,974 shares; 2025Q1: 57,054 shares 57,054 $3.41M 0.02% +5,080 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,903 shares; 2023Q4: 60,840 shares; 2024Q1: 103,944 shares; 2024Q2: 115,104 shares; 2024Q3: 121,932 shares; 2024Q4: 139,773 shares; 2025Q1: 139,347 shares 139,347 $3.41M 0.02% -426 Timeline IGV 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: 6,169 shares; 2023Q4: 5,813 shares; 2024Q1: 21,961 shares; 2024Q2: 24,095 shares; 2024Q3: 20,807 shares; 2024Q4: 18,112 shares; 2025Q1: 38,294 shares 38,294 $3.41M 0.02% +20,182 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 270,818 shares; 2023Q4: 274,420 shares; 2024Q1: 296,194 shares; 2024Q2: 306,957 shares; 2024Q3: 330,899 shares; 2024Q4: 339,899 shares; 2025Q1: 354,679 shares 354,679 $3.4M 0.02% +14,780 Timeline CMF 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: 11,446 shares; 2023Q4: 17,895 shares; 2024Q1: 18,458 shares; 2024Q2: 19,016 shares; 2024Q3: 25,958 shares; 2024Q4: 53,772 shares; 2025Q1: 60,055 shares 60,055 $3.38M 0.02% +6,283 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: 18,960 shares; 2023Q4: 21,034 shares; 2024Q1: 26,534 shares; 2024Q2: 32,878 shares; 2024Q3: 43,578 shares; 2024Q4: 57,785 shares; 2025Q1: 65,522 shares 65,522 $3.38M 0.02% +7,737 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: 4,538 shares; 2023Q4: 5,248 shares; 2024Q1: 6,821 shares; 2024Q2: 10,532 shares; 2024Q3: 11,382 shares; 2024Q4: 9,967 shares; 2025Q1: 11,272 shares 11,272 $3.37M 0.02% +1,305 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 239,387 shares; 2023Q4: 217,760 shares; 2024Q1: 243,324 shares; 2024Q2: 251,154 shares; 2024Q3: 240,873 shares; 2024Q4: 208,700 shares; 2025Q1: 162,808 shares 162,808 $3.37M 0.02% -45,892 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: 43,985 shares; 2023Q4: 43,813 shares; 2024Q1: 42,769 shares; 2024Q2: 65,180 shares; 2024Q3: 69,276 shares; 2024Q4: 68,805 shares; 2025Q1: 71,131 shares 71,131 $3.35M 0.02% +2,326 Timeline VOX 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: 32,055 shares; 2023Q4: 18,414 shares; 2024Q1: 26,057 shares; 2024Q2: 24,978 shares; 2024Q3: 24,330 shares; 2024Q4: 22,948 shares; 2025Q1: 22,536 shares 22,536 $3.34M 0.02% -412 Timeline PSFF 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: 71,788 shares; 2023Q4: 75,717 shares; 2024Q1: 52,970 shares; 2024Q2: 63,361 shares; 2024Q3: 97,055 shares; 2024Q4: 118,933 shares; 2025Q1: 116,794 shares 116,794 $3.33M 0.02% -2,139 Timeline VGLT 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: 17,742 shares; 2023Q4: 21,169 shares; 2024Q1: 26,593 shares; 2024Q2: 29,144 shares; 2024Q3: 45,566 shares; 2024Q4: 54,069 shares; 2025Q1: 57,879 shares 57,879 $3.33M 0.02% +3,810 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: 12,054 shares; 2023Q4: 12,978 shares; 2024Q1: 12,421 shares; 2024Q2: 35,719 shares; 2024Q3: 34,698 shares; 2024Q4: 33,839 shares; 2025Q1: 42,767 shares 42,767 $3.32M 0.02% +8,928 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: not reported; 2023Q4: not reported; 2024Q1: 3,030 shares; 2024Q2: 18,153 shares; 2024Q3: 30,379 shares; 2024Q4: 36,335 shares; 2025Q1: 41,588 shares 41,588 $3.3M 0.02% +5,253 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 99,820 shares; 2024Q3: 98,557 shares; 2024Q4: 94,616 shares; 2025Q1: 92,517 shares 92,517 $3.29M 0.02% -2,099 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,309 shares; 2023Q4: 38,700 shares; 2024Q1: 38,809 shares; 2024Q2: 42,337 shares; 2024Q3: 42,934 shares; 2024Q4: 43,349 shares; 2025Q1: 43,470 shares 43,470 $3.28M 0.02% +121 Timeline JAAA 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: 8,540 shares; 2023Q4: 13,009 shares; 2024Q1: 23,871 shares; 2024Q2: 25,315 shares; 2024Q3: 38,311 shares; 2024Q4: 48,948 shares; 2025Q1: 64,685 shares 64,685 $3.28M 0.02% +15,737 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: 3,657 shares; 2023Q4: 3,960 shares; 2024Q1: 4,142 shares; 2024Q2: 4,629 shares; 2024Q3: 4,845 shares; 2024Q4: 4,833 shares; 2025Q1: 5,225 shares 5,225 $3.27M 0.02% +392 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: 4,971 shares; 2023Q4: 5,262 shares; 2024Q1: 5,302 shares; 2024Q2: 6,087 shares; 2024Q3: 6,285 shares; 2024Q4: 5,774 shares; 2025Q1: 6,224 shares 6,224 $3.27M 0.02% +450 Timeline FLOT 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: 84,215 shares; 2023Q4: 78,890 shares; 2024Q1: 55,476 shares; 2024Q2: 54,835 shares; 2024Q3: 52,803 shares; 2024Q4: 54,522 shares; 2025Q1: 63,976 shares 63,976 $3.27M 0.02% +9,454 Timeline IBHF 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: 23,803 shares; 2024Q3: 23,762 shares; 2024Q4: 70,772 shares; 2025Q1: 140,527 shares 140,527 $3.26M 0.02% +69,755 Timeline SOXX 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: 6,743 shares; 2023Q4: 7,269 shares; 2024Q1: 26,579 shares; 2024Q2: 28,738 shares; 2024Q3: 16,785 shares; 2024Q4: 17,132 shares; 2025Q1: 17,283 shares 17,283 $3.25M 0.02% +151 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: 916 shares; 2023Q4: 957 shares; 2024Q1: 962 shares; 2024Q2: 6,469 shares; 2024Q3: 6,683 shares; 2024Q4: 6,264 shares; 2025Q1: 6,650 shares 6,650 $3.24M 0.02% +386 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: 5,373 shares; 2023Q4: 5,459 shares; 2024Q1: 5,431 shares; 2024Q2: 13,662 shares; 2024Q3: 13,018 shares; 2024Q4: 14,504 shares; 2025Q1: 19,195 shares 19,195 $3.19M 0.02% +4,691 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,092 shares; 2023Q4: 2,523 shares; 2024Q1: 2,791 shares; 2024Q2: 4,045 shares; 2024Q3: 4,860 shares; 2024Q4: 7,039 shares; 2025Q1: 9,499 shares 9,499 $3.18M 0.02% +2,460 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: 138,153 shares; 2023Q4: 103,230 shares; 2024Q1: 113,618 shares; 2024Q2: 112,578 shares; 2024Q3: 96,407 shares; 2024Q4: 88,730 shares; 2025Q1: 90,853 shares 90,853 $3.18M 0.02% +2,123 Timeline BSCS 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: 31,117 shares; 2023Q4: 43,302 shares; 2024Q1: 77,008 shares; 2024Q2: 116,517 shares; 2024Q3: 126,081 shares; 2024Q4: 138,726 shares; 2025Q1: 155,621 shares 155,621 $3.17M 0.02% +16,895 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 89,722 shares; 2023Q4: 88,399 shares; 2024Q1: 113,625 shares; 2024Q2: 130,570 shares; 2024Q3: 137,173 shares; 2024Q4: 151,252 shares; 2025Q1: 161,264 shares 161,264 $3.16M 0.02% +10,012 Timeline AGZ 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: 108,718 shares; 2023Q4: 127,635 shares; 2024Q1: 136,641 shares; 2024Q2: 147,344 shares; 2024Q3: 155,857 shares; 2024Q4: 32,131 shares; 2025Q1: 28,861 shares 28,861 $3.16M 0.02% -3,270 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: 2,625 shares; 2023Q4: 3,684 shares; 2024Q1: 4,416 shares; 2024Q2: 11,212 shares; 2024Q3: 12,257 shares; 2024Q4: 22,881 shares; 2025Q1: 26,288 shares 26,288 $3.14M 0.02% +3,407 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,615 shares; 2024Q1: 8,513 shares; 2024Q2: 9,034 shares; 2024Q3: 12,230 shares; 2024Q4: 40,426 shares; 2025Q1: 49,908 shares 49,908 $3.13M 0.02% +9,482 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 108,556 shares; 2023Q4: 110,027 shares; 2024Q1: 74,224 shares; 2024Q2: 66,675 shares; 2024Q3: 67,115 shares; 2024Q4: 75,848 shares; 2025Q1: 83,675 shares 83,675 $3.13M 0.02% +7,827 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,831 shares; 2023Q4: 28,423 shares; 2024Q1: 49,678 shares; 2024Q2: 57,739 shares; 2024Q3: 65,587 shares; 2024Q4: 91,647 shares; 2025Q1: 93,684 shares 93,684 $3.13M 0.02% +2,037 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: 99,753 shares; 2023Q4: 96,279 shares; 2024Q1: 97,875 shares; 2024Q2: 134,264 shares; 2024Q3: 86,870 shares; 2024Q4: 90,666 shares; 2025Q1: 91,630 shares 91,630 $3.1M 0.02% +964 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 81,838 shares; 2023Q4: 75,260 shares; 2024Q1: 76,003 shares; 2024Q2: 85,464 shares; 2024Q3: 80,871 shares; 2024Q4: 88,192 shares; 2025Q1: 98,683 shares 98,683 $3.06M 0.02% +10,491 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55,031 shares; 2023Q4: 46,806 shares; 2024Q1: 47,740 shares; 2024Q2: 48,431 shares; 2024Q3: 49,063 shares; 2024Q4: 48,798 shares; 2025Q1: 74,851 shares 74,851 $3.05M 0.02% +26,053 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,331 shares; 2023Q4: 13,195 shares; 2024Q1: 16,107 shares; 2024Q2: 22,178 shares; 2024Q3: 23,037 shares; 2024Q4: 24,131 shares; 2025Q1: 26,792 shares 26,792 $3.05M 0.02% +2,661 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,718 shares; 2025Q1: 65,062 shares 65,062 $3.05M 0.02% +43,344 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,023 shares; 2023Q4: 9,179 shares; 2024Q1: 14,097 shares; 2024Q2: 13,778 shares; 2024Q3: 13,060 shares; 2024Q4: 12,539 shares; 2025Q1: 12,265 shares 12,265 $3.04M 0.02% -274 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,184 shares; 2023Q4: 15,236 shares; 2024Q1: 22,344 shares; 2024Q2: 26,759 shares; 2024Q3: 28,861 shares; 2024Q4: 28,589 shares; 2025Q1: 22,851 shares 22,851 $3.02M 0.02% -5,738 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: 64,000 shares; 2023Q4: 55,694 shares; 2024Q1: 55,983 shares; 2024Q2: 56,375 shares; 2024Q3: 62,067 shares; 2024Q4: 63,503 shares; 2025Q1: 65,496 shares 65,496 $3.02M 0.02% +1,993 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,122 shares; 2023Q4: 62,589 shares; 2024Q1: 81,693 shares; 2024Q2: 95,944 shares; 2024Q3: 96,387 shares; 2024Q4: 96,108 shares; 2025Q1: 105,594 shares 105,594 $3.01M 0.02% +9,486 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: 330 shares; 2023Q4: 332 shares; 2024Q1: 1,010 shares; 2024Q2: 1,179 shares; 2024Q3: 1,219 shares; 2024Q4: 1,258 shares; 2025Q1: 2,253 shares 2,253 $2.99M 0.02% +995 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,091 shares; 2023Q4: 15,842 shares; 2024Q1: 16,054 shares; 2024Q2: 24,635 shares; 2024Q3: 30,678 shares; 2024Q4: 34,942 shares; 2025Q1: 42,125 shares 42,125 $2.98M 0.02% +7,183 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,016 shares; 2023Q4: 35,597 shares; 2024Q1: 39,050 shares; 2024Q2: 45,615 shares; 2024Q3: 45,125 shares; 2024Q4: 42,781 shares; 2025Q1: 39,921 shares 39,921 $2.98M 0.02% -2,860 Timeline PKB 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,254 shares 44,254 $2.98M 0.02% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,007 shares; 2023Q4: 20,144 shares; 2024Q1: 33,086 shares; 2024Q2: 27,250 shares; 2024Q3: 26,362 shares; 2024Q4: 26,869 shares; 2025Q1: 27,126 shares 27,126 $2.96M 0.02% +257 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: 13,215 shares; 2023Q4: 17,150 shares; 2024Q1: 20,601 shares; 2024Q2: 32,529 shares; 2024Q3: 31,105 shares; 2024Q4: 27,990 shares; 2025Q1: 24,786 shares 24,786 $2.95M 0.02% -3,204 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,255 shares; 2023Q4: 24,585 shares; 2024Q1: 29,792 shares; 2024Q2: 32,628 shares; 2024Q3: 37,464 shares; 2024Q4: 48,907 shares; 2025Q1: 56,802 shares 56,802 $2.95M 0.02% +7,895 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: 91,489 shares; 2023Q4: 72,577 shares; 2024Q1: 78,682 shares; 2024Q2: 97,174 shares; 2024Q3: 88,559 shares; 2024Q4: 95,225 shares; 2025Q1: 102,007 shares 102,007 $2.95M 0.02% +6,782 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,307 shares; 2023Q4: 57,307 shares; 2024Q1: 49,985 shares; 2024Q2: 52,766 shares; 2024Q3: 45,733 shares; 2024Q4: 41,866 shares; 2025Q1: 50,202 shares 50,202 $2.95M 0.02% +8,336 Timeline HEEM 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: 73,543 shares; 2023Q4: 77,021 shares; 2024Q1: 81,016 shares; 2024Q2: 90,228 shares; 2024Q3: 95,061 shares; 2024Q4: 100,124 shares; 2025Q1: 104,862 shares 104,862 $2.94M 0.02% +4,738 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: 22,643 shares; 2023Q4: 22,934 shares; 2024Q1: 21,380 shares; 2024Q2: 33,848 shares; 2024Q3: 36,068 shares; 2024Q4: 44,507 shares; 2025Q1: 52,881 shares 52,881 $2.93M 0.02% +8,374 Timeline ISHARES TR 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: 29,196 shares; 2023Q4: 71,483 shares; 2024Q1: 171,606 shares; 2024Q2: 123,026 shares; 2024Q3: 128,477 shares; 2024Q4: 129,479 shares; 2025Q1: 116,149 shares 116,149 $2.92M 0.02% -13,330 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: 11,829 shares; 2023Q4: 12,007 shares; 2024Q1: 11,986 shares; 2024Q2: 12,559 shares; 2024Q3: 13,206 shares; 2024Q4: 13,362 shares; 2025Q1: 14,184 shares 14,184 $2.91M 0.02% +822 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: 2,693 shares; 2023Q4: 2,310 shares; 2024Q1: 2,460 shares; 2024Q2: 12,529 shares; 2024Q3: 13,571 shares; 2024Q4: 84,352 shares; 2025Q1: 114,733 shares 114,733 $2.91M 0.02% +30,381 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: 53,493 shares; 2025Q1: 84,968 shares 84,968 $2.91M 0.02% +31,475 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,365 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,258 shares; 2025Q1: 15,595 shares 15,595 $2.91M 0.02% +3,337 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,843 shares; 2023Q4: 8,076 shares; 2024Q1: 9,262 shares; 2024Q2: 11,476 shares; 2024Q3: 10,759 shares; 2024Q4: 10,996 shares; 2025Q1: 11,229 shares 11,229 $2.89M 0.02% +233 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: 16,768 shares; 2023Q4: 13,651 shares; 2024Q1: 17,049 shares; 2024Q2: 74,238 shares; 2024Q3: 75,618 shares; 2024Q4: 70,462 shares; 2025Q1: 69,664 shares 69,664 $2.88M 0.02% -798 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: 19,819 shares; 2023Q4: 23,794 shares; 2024Q1: 25,548 shares; 2024Q2: 29,065 shares; 2024Q3: 32,132 shares; 2024Q4: 37,041 shares; 2025Q1: 39,740 shares 39,740 $2.88M 0.02% +2,699 Timeline SPHB 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: 5,834 shares; 2023Q4: 5,844 shares; 2024Q1: 19,597 shares; 2024Q2: 18,067 shares; 2024Q3: 13,304 shares; 2024Q4: 45,297 shares; 2025Q1: 36,731 shares 36,731 $2.87M 0.02% -8,566 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,371 shares; 2023Q4: 3,567 shares; 2024Q1: 3,522 shares; 2024Q2: 12,541 shares; 2024Q3: 19,179 shares; 2024Q4: 23,626 shares; 2025Q1: 24,779 shares 24,779 $2.86M 0.02% +1,153 Timeline MSML 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: 183,838 shares; 2023Q4: 188,879 shares; 2024Q1: 46,372 shares; 2024Q2: 48,634 shares; 2024Q3: 50,808 shares; 2024Q4: 53,507 shares; 2025Q1: 52,816 shares 52,816 $2.86M 0.02% -691 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 20,521 shares; 2024Q1: 56,412 shares; 2024Q2: 64,569 shares; 2024Q3: 78,351 shares; 2024Q4: 91,673 shares; 2025Q1: 130,685 shares 130,685 $2.86M 0.02% +39,012 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,539 shares; 2023Q4: 1,847 shares; 2024Q1: 1,674 shares; 2024Q2: 5,098 shares; 2024Q3: 4,368 shares; 2024Q4: 3,557 shares; 2025Q1: 4,236 shares 4,236 $2.85M 0.02% +679 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 53,256 shares; 2023Q4: 56,541 shares; 2024Q1: 53,287 shares; 2024Q2: 109,207 shares; 2024Q3: 119,958 shares; 2024Q4: 91,099 shares; 2025Q1: 99,665 shares 99,665 $2.84M 0.02% +8,566 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 246,936 shares; 2023Q4: 246,338 shares; 2024Q1: 214,757 shares; 2024Q2: 271,738 shares; 2024Q3: 271,463 shares; 2024Q4: 233,546 shares; 2025Q1: 281,901 shares 281,901 $2.83M 0.02% +48,355 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,236 shares; 2023Q4: 5,312 shares; 2024Q1: 5,350 shares; 2024Q2: 11,673 shares; 2024Q3: 11,315 shares; 2024Q4: 11,211 shares; 2025Q1: 11,627 shares 11,627 $2.82M 0.02% +416 Timeline RWJ 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: 91,727 shares; 2023Q4: 101,154 shares; 2024Q1: 61,673 shares; 2024Q2: 52,618 shares; 2024Q3: 56,686 shares; 2024Q4: 63,748 shares; 2025Q1: 68,785 shares 68,785 $2.8M 0.02% +5,037 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: 7,920 shares; 2023Q4: 3,649 shares; 2024Q1: not reported; 2024Q2: 16,939 shares; 2024Q3: 18,837 shares; 2024Q4: 18,439 shares; 2025Q1: 18,830 shares 18,830 $2.8M 0.02% +391 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: 4,305 shares; 2023Q4: 4,669 shares; 2024Q1: 5,184 shares; 2024Q2: 13,965 shares; 2024Q3: 8,110 shares; 2024Q4: 8,045 shares; 2025Q1: 8,077 shares 8,077 $2.79M 0.02% +32 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: 44,152 shares; 2023Q4: 44,595 shares; 2024Q1: 54,730 shares; 2024Q2: 80,655 shares; 2024Q3: 82,575 shares; 2024Q4: 73,121 shares; 2025Q1: 73,700 shares 73,700 $2.79M 0.02% +579 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,368 shares; 2023Q4: 13,626 shares; 2024Q1: 12,655 shares; 2024Q2: 16,845 shares; 2024Q3: 16,035 shares; 2024Q4: 16,833 shares; 2025Q1: 16,094 shares 16,094 $2.77M 0.02% -739 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 58,735 shares; 2023Q4: 61,457 shares; 2024Q1: 81,192 shares; 2024Q2: 158,458 shares; 2024Q3: 39,658 shares; 2024Q4: 37,498 shares; 2025Q1: 54,409 shares 54,409 $2.77M 0.02% +16,911 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,589 shares; 2023Q4: 6,191 shares; 2024Q1: 6,533 shares; 2024Q2: 23,517 shares; 2024Q3: 23,894 shares; 2024Q4: 26,478 shares; 2025Q1: 28,556 shares 28,556 $2.76M 0.02% +2,078 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,162 shares; 2023Q4: 24,368 shares; 2024Q1: 24,356 shares; 2024Q2: 27,543 shares; 2024Q3: 53,971 shares; 2024Q4: 57,775 shares; 2025Q1: 58,073 shares 58,073 $2.75M 0.02% +298 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 78,452 shares; 2023Q4: 196,371 shares; 2024Q1: 292,670 shares; 2024Q2: 472,726 shares; 2024Q3: 607,735 shares; 2024Q4: 632,127 shares; 2025Q1: 719,229 shares 719,229 $2.75M 0.02% +87,102 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,407 shares; 2023Q4: 15,696 shares; 2024Q1: 19,440 shares; 2024Q2: 28,054 shares; 2024Q3: 28,893 shares; 2024Q4: 28,949 shares; 2025Q1: 61,994 shares 61,994 $2.74M 0.02% +33,045 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,998 shares; 2023Q4: 13,222 shares; 2024Q1: 15,375 shares; 2024Q2: 25,313 shares; 2024Q3: 26,323 shares; 2024Q4: 24,478 shares; 2025Q1: 28,122 shares 28,122 $2.74M 0.02% +3,644 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: 21,286 shares; 2023Q4: 23,311 shares; 2024Q1: 23,599 shares; 2024Q2: 31,407 shares; 2024Q3: 18,246 shares; 2024Q4: 17,495 shares; 2025Q1: 18,781 shares 18,781 $2.74M 0.02% +1,286 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,057 shares; 2024Q3: 13,158 shares; 2024Q4: 13,159 shares; 2025Q1: 12,737 shares 12,737 $2.73M 0.02% -422 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: 4,675 shares; 2023Q4: 3,247 shares; 2024Q1: 3,034 shares; 2024Q2: 7,939 shares; 2024Q3: 8,005 shares; 2024Q4: 7,706 shares; 2025Q1: 8,711 shares 8,711 $2.73M 0.02% +1,005 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: 46,101 shares; 2023Q4: 34,929 shares; 2024Q1: 30,118 shares; 2024Q2: 68,527 shares; 2024Q3: 69,886 shares; 2024Q4: 74,158 shares; 2025Q1: 75,512 shares 75,512 $2.73M 0.02% +1,354 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: 7,966 shares; 2023Q4: 8,188 shares; 2024Q1: 8,534 shares; 2024Q2: 10,145 shares; 2024Q3: 10,742 shares; 2024Q4: 10,406 shares; 2025Q1: 11,765 shares 11,765 $2.72M 0.02% +1,359 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,989 shares; 2023Q4: 11,001 shares; 2024Q1: 12,529 shares; 2024Q2: 18,333 shares; 2024Q3: 17,503 shares; 2024Q4: 19,324 shares; 2025Q1: 20,484 shares 20,484 $2.71M 0.02% +1,160 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,136 shares 74,136 $2.71M 0.02% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL 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: 162,519 shares; 2025Q1: 187,419 shares 187,419 $2.7M 0.02% +24,900 Timeline TDVI 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: 32,112 shares; 2025Q1: 120,576 shares 120,576 $2.69M 0.02% +88,464 Timeline MINO 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: 17,462 shares; 2023Q4: 19,907 shares; 2024Q1: 22,512 shares; 2024Q2: 37,291 shares; 2024Q3: 47,954 shares; 2024Q4: 56,735 shares; 2025Q1: 60,173 shares 60,173 $2.69M 0.02% +3,438 Timeline HUSV 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: 58,030 shares; 2023Q4: 61,783 shares; 2024Q1: 66,531 shares; 2024Q2: 66,346 shares; 2024Q3: 67,022 shares; 2024Q4: 67,025 shares; 2025Q1: 66,898 shares 66,898 $2.69M 0.02% -127 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: not reported; 2024Q4: not reported; 2025Q1: 80,795 shares 80,795 $2.68M 0.02% new 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: 82,425 shares; 2023Q4: 72,805 shares; 2024Q1: 58,197 shares; 2024Q2: 57,358 shares; 2024Q3: 54,656 shares; 2024Q4: 50,530 shares; 2025Q1: 45,886 shares 45,886 $2.67M 0.02% -4,644 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 53,622 shares; 2023Q4: 64,024 shares; 2024Q1: 78,256 shares; 2024Q2: 73,126 shares; 2024Q3: 85,990 shares; 2024Q4: 116,537 shares; 2025Q1: 126,051 shares 126,051 $2.67M 0.02% +9,514 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 404,250 shares; 2023Q4: 424,599 shares; 2024Q1: 194,498 shares; 2024Q2: 86,675 shares; 2024Q3: 55,582 shares; 2024Q4: 58,988 shares; 2025Q1: 55,864 shares 55,864 $2.66M 0.02% -3,124 Timeline HMOP 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: 491,830 shares; 2023Q4: 471,532 shares; 2024Q1: 230,957 shares; 2024Q2: 88,856 shares; 2024Q3: 69,717 shares; 2024Q4: 68,408 shares; 2025Q1: 69,147 shares 69,147 $2.66M 0.02% +739 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: not reported; 2024Q1: 9,614 shares; 2024Q2: 11,966 shares; 2024Q3: 25,153 shares; 2024Q4: 50,834 shares; 2025Q1: 56,366 shares 56,366 $2.65M 0.02% +5,532 Timeline DSI 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: 23,293 shares; 2023Q4: 22,899 shares; 2024Q1: 23,283 shares; 2024Q2: 24,030 shares; 2024Q3: 22,938 shares; 2024Q4: 20,522 shares; 2025Q1: 25,887 shares 25,887 $2.65M 0.02% +5,365 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,435 shares; 2023Q4: 6,441 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,259 shares; 2024Q4: 8,673 shares; 2025Q1: 62,232 shares 62,232 $2.65M 0.02% +53,559 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,471 shares; 2023Q4: 2,048 shares; 2024Q1: 2,791 shares; 2024Q2: 9,482 shares; 2024Q3: 10,099 shares; 2024Q4: 12,374 shares; 2025Q1: 10,376 shares 10,376 $2.64M 0.02% -1,998 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,803 shares; 2023Q4: 20,815 shares; 2024Q1: 35,325 shares; 2024Q2: 42,875 shares; 2024Q3: 44,931 shares; 2024Q4: 47,553 shares; 2025Q1: 51,088 shares 51,088 $2.63M 0.02% +3,535 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 49,273 shares; 2023Q4: 39,819 shares; 2024Q1: 43,099 shares; 2024Q2: 47,318 shares; 2024Q3: 25,006 shares; 2024Q4: 25,145 shares; 2025Q1: 38,834 shares 38,834 $2.63M 0.02% +13,689 Timeline LQDI 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: 43,922 shares; 2023Q4: 53,081 shares; 2024Q1: 61,337 shares; 2024Q2: 67,166 shares; 2024Q3: 75,392 shares; 2024Q4: 84,037 shares; 2025Q1: 100,212 shares 100,212 $2.62M 0.02% +16,175 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,457 shares; 2023Q4: 5,400 shares; 2024Q1: 5,702 shares; 2024Q2: 17,503 shares; 2024Q3: 16,466 shares; 2024Q4: 31,384 shares; 2025Q1: 34,300 shares 34,300 $2.62M 0.02% +2,916 Timeline IJJ 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: 29,611 shares; 2023Q4: 17,927 shares; 2024Q1: 29,862 shares; 2024Q2: 20,073 shares; 2024Q3: 19,538 shares; 2024Q4: 20,418 shares; 2025Q1: 21,869 shares 21,869 $2.62M 0.02% +1,451 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: 19,364 shares; 2023Q4: 21,107 shares; 2024Q1: 16,324 shares; 2024Q2: 41,799 shares; 2024Q3: 63,312 shares; 2024Q4: 76,896 shares; 2025Q1: 101,848 shares 101,848 $2.6M 0.02% +24,952 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,043 shares; 2023Q4: 17,176 shares; 2024Q1: 18,267 shares; 2024Q2: 36,055 shares; 2024Q3: 68,688 shares; 2024Q4: 71,659 shares; 2025Q1: 83,606 shares 83,606 $2.59M 0.02% +11,947 Timeline HEI 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: not reported; 2023Q4: 1,273 shares; 2024Q1: 1,437 shares; 2024Q2: 7,196 shares; 2024Q3: 7,042 shares; 2024Q4: 9,463 shares; 2025Q1: 9,619 shares 9,619 $2.57M 0.02% +156 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 38,633 shares; 2024Q4: 41,767 shares; 2025Q1: 41,473 shares 41,473 $2.56M 0.02% -294 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 104,320 shares; 2023Q4: 102,643 shares; 2024Q1: 104,684 shares; 2024Q2: 102,251 shares; 2024Q3: 92,333 shares; 2024Q4: 124,470 shares; 2025Q1: 126,243 shares 126,243 $2.55M 0.02% +1,773 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,178 shares; 2024Q1: 14,283 shares; 2024Q2: 37,360 shares; 2024Q3: 54,987 shares; 2024Q4: 62,868 shares; 2025Q1: 90,198 shares 90,198 $2.55M 0.02% +27,330 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,646 shares; 2023Q4: 4,519 shares; 2024Q1: 5,604 shares; 2024Q2: 15,607 shares; 2024Q3: 15,977 shares; 2024Q4: 16,203 shares; 2025Q1: 17,227 shares 17,227 $2.54M 0.02% +1,024 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,287 shares; 2023Q4: 21,848 shares; 2024Q1: 25,229 shares; 2024Q2: 22,934 shares; 2024Q3: 23,136 shares; 2024Q4: 24,820 shares; 2025Q1: 22,950 shares 22,950 $2.54M 0.02% -1,870 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,302 shares; 2024Q3: 37,705 shares; 2024Q4: 38,494 shares; 2025Q1: 38,979 shares 38,979 $2.54M 0.02% +485 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,622 shares; 2023Q4: 7,489 shares; 2024Q1: 8,534 shares; 2024Q2: 20,138 shares; 2024Q3: 21,934 shares; 2024Q4: 22,970 shares; 2025Q1: 26,352 shares 26,352 $2.53M 0.02% +3,382 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: 456 shares; 2023Q4: 438 shares; 2024Q1: 509 shares; 2024Q2: 3,213 shares; 2024Q3: 3,848 shares; 2024Q4: 3,898 shares; 2025Q1: 4,298 shares 4,298 $2.53M 0.02% +400 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,006 shares; 2023Q4: 55,921 shares; 2024Q1: 51,346 shares; 2024Q2: 45,401 shares; 2024Q3: 43,170 shares; 2024Q4: 88,608 shares; 2025Q1: 108,074 shares 108,074 $2.53M 0.02% +19,466 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: 39,496 shares; 2023Q4: 38,948 shares; 2024Q1: 34,813 shares; 2024Q2: 30,220 shares; 2024Q3: 29,243 shares; 2024Q4: 29,836 shares; 2025Q1: 31,718 shares 31,718 $2.52M 0.02% +1,882 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,294 shares; 2023Q4: 5,155 shares; 2024Q1: 87,394 shares; 2024Q2: 93,434 shares; 2024Q3: 95,759 shares; 2024Q4: 106,097 shares; 2025Q1: 30,250 shares 30,250 $2.51M 0.02% -75,847 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 6,269 shares; 2024Q3: 7,280 shares; 2024Q4: 7,433 shares; 2025Q1: 8,202 shares 8,202 $2.5M 0.02% +769 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,702 shares; 2023Q4: 17,853 shares; 2024Q1: 17,506 shares; 2024Q2: 19,196 shares; 2024Q3: 18,993 shares; 2024Q4: 20,339 shares; 2025Q1: 22,404 shares 22,404 $2.5M 0.02% +2,065 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: 16,455 shares; 2023Q4: 17,104 shares; 2024Q1: 15,690 shares; 2024Q2: 22,343 shares; 2024Q3: 20,649 shares; 2024Q4: 17,853 shares; 2025Q1: 20,785 shares 20,785 $2.5M 0.02% +2,932 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: 7,877 shares; 2023Q4: 8,366 shares; 2024Q1: 7,670 shares; 2024Q2: 67,073 shares; 2024Q3: 69,503 shares; 2024Q4: 69,911 shares; 2025Q1: 76,515 shares 76,515 $2.5M 0.02% +6,604 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: 3,952 shares; 2023Q4: 2,005 shares; 2024Q1: 1,689 shares; 2024Q2: 4,411 shares; 2024Q3: 4,543 shares; 2024Q4: 4,582 shares; 2025Q1: 4,909 shares 4,909 $2.5M 0.02% +327 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 206,230 shares; 2024Q3: 210,825 shares; 2024Q4: 228,642 shares; 2025Q1: 181,276 shares 181,276 $2.47M 0.01% -47,366 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 59,628 shares; 2023Q4: 89,251 shares; 2024Q1: 100,856 shares; 2024Q2: 132,617 shares; 2024Q3: 73,670 shares; 2024Q4: 83,428 shares; 2025Q1: 82,613 shares 82,613 $2.46M 0.01% -815 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,489 shares; 2023Q4: 3,345 shares; 2024Q1: not reported; 2024Q2: 19,089 shares; 2024Q3: 18,702 shares; 2024Q4: 16,453 shares; 2025Q1: 17,628 shares 17,628 $2.45M 0.01% +1,175 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 19,732 shares; 2024Q4: 55,144 shares; 2025Q1: 78,948 shares 78,948 $2.44M 0.01% +23,804 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: 4,961 shares; 2023Q4: 5,056 shares; 2024Q1: 4,972 shares; 2024Q2: 8,987 shares; 2024Q3: 7,787 shares; 2024Q4: 40,160 shares; 2025Q1: 43,951 shares 43,951 $2.42M 0.01% +3,791 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: 21,329 shares; 2023Q4: 20,457 shares; 2024Q1: 14,095 shares; 2024Q2: 19,474 shares; 2024Q3: 11,257 shares; 2024Q4: 10,203 shares; 2025Q1: 28,146 shares 28,146 $2.42M 0.01% +17,943 Timeline PIMCO MUN INCOME FD PIMCO MUN INCOME FD More: the full row for PIMCO MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 77,789 shares; 2023Q4: 87,109 shares; 2024Q1: 100,084 shares; 2024Q2: 126,453 shares; 2024Q3: 201,169 shares; 2024Q4: 253,762 shares; 2025Q1: 273,499 shares 273,499 $2.42M 0.01% +19,737 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: 34,266 shares; 2023Q4: 43,814 shares; 2024Q1: 41,996 shares; 2024Q2: 40,107 shares; 2024Q3: 41,262 shares; 2024Q4: 77,402 shares; 2025Q1: 41,584 shares 41,584 $2.39M 0.01% -35,818 Timeline ENFR 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: 46,290 shares; 2024Q3: 46,293 shares; 2024Q4: 48,007 shares; 2025Q1: 72,836 shares 72,836 $2.39M 0.01% +24,829 Timeline EES 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: 41,727 shares; 2023Q4: 41,421 shares; 2024Q1: 42,559 shares; 2024Q2: 46,865 shares; 2024Q3: 46,115 shares; 2024Q4: 44,758 shares; 2025Q1: 48,550 shares 48,550 $2.37M 0.01% +3,792 Timeline VRAI ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 158,909 shares; 2023Q4: 139,746 shares; 2024Q1: 131,236 shares; 2024Q2: 125,596 shares; 2024Q3: 112,785 shares; 2024Q4: 103,161 shares; 2025Q1: 100,936 shares 100,936 $2.37M 0.01% -2,225 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,486 shares; 2023Q4: 15,452 shares; 2024Q1: 14,733 shares; 2024Q2: 34,551 shares; 2024Q3: 44,353 shares; 2024Q4: 46,288 shares; 2025Q1: 51,418 shares 51,418 $2.37M 0.01% +5,130 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: 4,205 shares; 2024Q2: 7,458 shares; 2024Q3: 18,113 shares; 2024Q4: 20,279 shares; 2025Q1: 18,129 shares 18,129 $2.37M 0.01% -2,150 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,079 shares; 2023Q4: 51,854 shares; 2024Q1: 48,955 shares; 2024Q2: 49,923 shares; 2024Q3: 48,620 shares; 2024Q4: 51,917 shares; 2025Q1: 50,940 shares 50,940 $2.36M 0.01% -977 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,367 shares; 2025Q1: 32,701 shares 32,701 $2.35M 0.01% +28,334 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: 58,677 shares; 2023Q4: 53,033 shares; 2024Q1: 51,431 shares; 2024Q2: 49,564 shares; 2024Q3: 48,439 shares; 2024Q4: 47,900 shares; 2025Q1: 48,131 shares 48,131 $2.35M 0.01% +231 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,849 shares; 2023Q4: 12,315 shares; 2024Q1: 11,970 shares; 2024Q2: 15,179 shares; 2024Q3: 14,590 shares; 2024Q4: 15,510 shares; 2025Q1: 15,897 shares 15,897 $2.34M 0.01% +387 Timeline IAK 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: 3,816 shares; 2024Q2: 3,284 shares; 2024Q3: 2,981 shares; 2024Q4: 14,679 shares; 2025Q1: 16,972 shares 16,972 $2.34M 0.01% +2,293 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: 36,002 shares; 2023Q4: 82,702 shares; 2024Q1: 49,734 shares; 2024Q2: 71,222 shares; 2024Q3: 50,164 shares; 2024Q4: 74,842 shares; 2025Q1: 51,777 shares 51,777 $2.33M 0.01% -23,065 Timeline FFOG 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: 8,047 shares; 2024Q1: 19,354 shares; 2024Q2: 36,437 shares; 2024Q3: 47,375 shares; 2024Q4: 58,703 shares; 2025Q1: 66,693 shares 66,693 $2.33M 0.01% +7,990 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: 12,353 shares; 2023Q4: 17,818 shares; 2024Q1: 23,852 shares; 2024Q2: 30,651 shares; 2024Q3: 44,926 shares; 2024Q4: 69,511 shares; 2025Q1: 73,925 shares 73,925 $2.32M 0.01% +4,414 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: 637 shares; 2023Q4: 670 shares; 2024Q1: 819 shares; 2024Q2: 2,872 shares; 2024Q3: 2,886 shares; 2024Q4: 3,838 shares; 2025Q1: 3,984 shares 3,984 $2.32M 0.01% +146 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,836 shares; 2024Q4: 6,635 shares; 2025Q1: 16,569 shares 16,569 $2.32M 0.01% +9,934 Timeline FMHI 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: 9,486 shares; 2023Q4: 4,844 shares; 2024Q1: 13,187 shares; 2024Q2: 13,999 shares; 2024Q3: 28,775 shares; 2024Q4: 56,001 shares; 2025Q1: 48,414 shares 48,414 $2.31M 0.01% -7,587 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: 8,413 shares; 2023Q4: 6,929 shares; 2024Q1: 6,963 shares; 2024Q2: 13,995 shares; 2024Q3: 14,229 shares; 2024Q4: 14,184 shares; 2025Q1: 7,721 shares 7,721 $2.3M 0.01% -6,463 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: 13,131 shares; 2023Q4: 11,997 shares; 2024Q1: 11,231 shares; 2024Q2: 12,566 shares; 2024Q3: 12,794 shares; 2024Q4: 14,259 shares; 2025Q1: 14,593 shares 14,593 $2.3M 0.01% +334 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: 9,331 shares; 2023Q4: 8,722 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,802 shares; 2024Q4: 4,065 shares; 2025Q1: 12,490 shares 12,490 $2.3M 0.01% +8,425 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,752 shares; 2023Q4: 5,535 shares; 2024Q1: 5,489 shares; 2024Q2: 12,828 shares; 2024Q3: 15,744 shares; 2024Q4: 16,727 shares; 2025Q1: 19,206 shares 19,206 $2.27M 0.01% +2,479 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,672 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,090 shares; 2024Q3: 22,724 shares; 2024Q4: 23,403 shares; 2025Q1: 22,603 shares 22,603 $2.27M 0.01% -800 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: not reported; 2023Q4: not reported; 2024Q1: 24,797 shares; 2024Q2: 100,177 shares; 2024Q3: 130,988 shares; 2024Q4: 143,705 shares; 2025Q1: 165,011 shares 165,011 $2.27M 0.01% +21,306 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,368 shares; 2023Q4: 20,644 shares; 2024Q1: 14,555 shares; 2024Q2: 10,988 shares; 2024Q3: 10,370 shares; 2024Q4: 10,182 shares; 2025Q1: 85,787 shares 85,787 $2.26M 0.01% +75,605 Timeline XSOE 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: 42,696 shares; 2023Q4: 47,773 shares; 2024Q1: 54,218 shares; 2024Q2: 65,458 shares; 2024Q3: 70,399 shares; 2024Q4: 70,657 shares; 2025Q1: 72,670 shares 72,670 $2.24M 0.01% +2,013 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: 4,305 shares; 2023Q4: 4,993 shares; 2024Q1: 6,513 shares; 2024Q2: 13,825 shares; 2024Q3: 14,387 shares; 2024Q4: 12,628 shares; 2025Q1: 24,610 shares 24,610 $2.24M 0.01% +11,982 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: 14,534 shares; 2023Q4: 26,112 shares; 2024Q1: 21,117 shares; 2024Q2: 23,244 shares; 2024Q3: 20,542 shares; 2024Q4: 19,991 shares; 2025Q1: 18,466 shares 18,466 $2.23M 0.01% -1,525 Timeline STIP 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: 45,190 shares; 2023Q4: 36,766 shares; 2024Q1: 22,987 shares; 2024Q2: 17,823 shares; 2024Q3: 17,900 shares; 2024Q4: 16,754 shares; 2025Q1: 21,378 shares 21,378 $2.21M 0.01% +4,624 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,743 shares; 2023Q4: 12,954 shares; 2024Q1: not reported; 2024Q2: 48,084 shares; 2024Q3: 48,074 shares; 2024Q4: 47,252 shares; 2025Q1: 46,851 shares 46,851 $2.21M 0.01% -401 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: 103,368 shares; 2023Q4: 45,883 shares; 2024Q1: 57,166 shares; 2024Q2: 53,830 shares; 2024Q3: 59,445 shares; 2024Q4: 59,395 shares; 2025Q1: 61,146 shares 61,146 $2.21M 0.01% +1,751 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,112 shares; 2023Q4: 4,017 shares; 2024Q1: 3,724 shares; 2024Q2: 8,828 shares; 2024Q3: 8,901 shares; 2024Q4: 9,092 shares; 2025Q1: 10,619 shares 10,619 $2.21M 0.01% +1,527 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 53,907 shares; 2023Q4: 58,807 shares; 2024Q1: 67,871 shares; 2024Q2: 72,857 shares; 2024Q3: 14,204 shares; 2024Q4: 9,980 shares; 2025Q1: 11,162 shares 11,162 $2.2M 0.01% +1,182 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,939 shares; 2023Q4: 18,616 shares; 2024Q1: 19,851 shares; 2024Q2: 21,314 shares; 2024Q3: 21,814 shares; 2024Q4: 22,462 shares; 2025Q1: 22,421 shares 22,421 $2.19M 0.01% -41 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 93,799 shares; 2024Q3: 97,947 shares; 2024Q4: 100,471 shares; 2025Q1: 106,841 shares 106,841 $2.17M 0.01% +6,370 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: 12,192 shares; 2023Q4: 21,114 shares; 2024Q1: 24,641 shares; 2024Q2: 36,548 shares; 2024Q3: 39,803 shares; 2024Q4: 40,194 shares; 2025Q1: 36,745 shares 36,745 $2.17M 0.01% -3,449 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,939 shares; 2023Q4: 28,435 shares; 2024Q1: 17,317 shares; 2024Q2: 25,154 shares; 2024Q3: 25,662 shares; 2024Q4: 26,150 shares; 2025Q1: 26,254 shares 26,254 $2.16M 0.01% +104 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,401 shares; 2023Q4: 5,711 shares; 2024Q1: 5,369 shares; 2024Q2: 16,000 shares; 2024Q3: 17,020 shares; 2024Q4: 11,179 shares; 2025Q1: 12,634 shares 12,634 $2.16M 0.01% +1,455 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 105,970 shares; 2023Q4: 105,970 shares; 2024Q1: 105,970 shares; 2024Q2: 106,153 shares; 2024Q3: 98,264 shares; 2024Q4: 106,373 shares; 2025Q1: 108,327 shares 108,327 $2.15M 0.01% +1,954 Timeline GOVI 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: not reported; 2023Q4: not reported; 2024Q1: 97,280 shares; 2024Q2: 85,621 shares; 2024Q3: 109,827 shares; 2024Q4: 144,534 shares; 2025Q1: 77,007 shares 77,007 $2.14M 0.01% -67,527 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,099 shares 33,099 $2.14M 0.01% new Timeline IYR 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: 20,654 shares; 2023Q4: 18,785 shares; 2024Q1: 17,830 shares; 2024Q2: 18,999 shares; 2024Q3: 16,590 shares; 2024Q4: 20,332 shares; 2025Q1: 22,308 shares 22,308 $2.14M 0.01% +1,976 Timeline BSCT 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: 54,938 shares; 2023Q4: 22,940 shares; 2024Q1: 31,776 shares; 2024Q2: 55,132 shares; 2024Q3: 71,480 shares; 2024Q4: 86,524 shares; 2025Q1: 115,050 shares 115,050 $2.13M 0.01% +28,526 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,013 shares; 2023Q4: 42,372 shares; 2024Q1: 41,083 shares; 2024Q2: 18,076 shares; 2024Q3: 27,328 shares; 2024Q4: 40,138 shares; 2025Q1: 39,950 shares 39,950 $2.13M 0.01% -188 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: 11,956 shares; 2023Q4: 9,564 shares; 2024Q1: 8,521 shares; 2024Q2: 9,628 shares; 2024Q3: 9,419 shares; 2024Q4: 9,221 shares; 2025Q1: 10,549 shares 10,549 $2.11M 0.01% +1,328 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,158 shares; 2023Q4: 27,103 shares; 2024Q1: 27,805 shares; 2024Q2: 40,076 shares; 2024Q3: 43,969 shares; 2024Q4: 48,624 shares; 2025Q1: 49,435 shares 49,435 $2.11M 0.01% +811 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: 7,535 shares; 2023Q4: 8,554 shares; 2024Q1: 11,775 shares; 2024Q2: 9,369 shares; 2024Q3: 8,221 shares; 2024Q4: 8,278 shares; 2025Q1: 8,858 shares 8,858 $2.11M 0.01% +580 Timeline MLPX 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: 6,080 shares; 2023Q4: 17,057 shares; 2024Q1: 6,165 shares; 2024Q2: 7,446 shares; 2024Q3: 7,485 shares; 2024Q4: 7,333 shares; 2025Q1: 33,059 shares 33,059 $2.11M 0.01% +25,726 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: 47,284 shares; 2023Q4: 41,080 shares; 2024Q1: 41,612 shares; 2024Q2: 41,042 shares; 2024Q3: 30,376 shares; 2024Q4: 22,328 shares; 2025Q1: 20,352 shares 20,352 $2.11M 0.01% -1,976 Timeline PTIN 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: 9,875 shares; 2023Q4: 21,433 shares; 2024Q1: 31,252 shares; 2024Q2: 36,150 shares; 2024Q3: 47,362 shares; 2024Q4: 68,948 shares; 2025Q1: 71,732 shares 71,732 $2.1M 0.01% +2,784 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,341 shares; 2024Q3: 9,819 shares; 2024Q4: 14,691 shares; 2025Q1: 16,048 shares 16,048 $2.1M 0.01% +1,357 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: 674 shares; 2023Q4: 691 shares; 2024Q1: 729 shares; 2024Q2: 8,067 shares; 2024Q3: 9,183 shares; 2024Q4: 4,935 shares; 2025Q1: 5,253 shares 5,253 $2.1M 0.01% +318 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 65,585 shares; 2023Q4: 66,105 shares; 2024Q1: 63,872 shares; 2024Q2: 67,871 shares; 2024Q3: 71,379 shares; 2024Q4: 78,366 shares; 2025Q1: 72,096 shares 72,096 $2.09M 0.01% -6,270 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: 56,274 shares; 2023Q4: 65,081 shares; 2024Q1: 63,433 shares; 2024Q2: 62,159 shares; 2024Q3: 63,462 shares; 2024Q4: 65,549 shares; 2025Q1: 51,122 shares 51,122 $2.09M 0.01% -14,427 Timeline QTEC 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: 16,570 shares; 2023Q4: 18,640 shares; 2024Q1: 14,346 shares; 2024Q2: 15,993 shares; 2024Q3: 13,837 shares; 2024Q4: 13,873 shares; 2025Q1: 11,997 shares 11,997 $2.08M 0.01% -1,876 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 65,551 shares; 2023Q4: 63,723 shares; 2024Q1: 104,829 shares; 2024Q2: 115,588 shares; 2024Q3: 124,513 shares; 2024Q4: 126,508 shares; 2025Q1: 82,821 shares 82,821 $2.07M 0.01% -43,687 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,742 shares; 2023Q4: 31,392 shares; 2024Q1: 41,266 shares; 2024Q2: 140,785 shares; 2024Q3: 154,718 shares; 2024Q4: 109,311 shares; 2025Q1: 144,098 shares 144,098 $2.07M 0.01% +34,787 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: 1,726 shares; 2023Q4: not reported; 2024Q1: 1,592 shares; 2024Q2: 8,531 shares; 2024Q3: 8,749 shares; 2024Q4: 8,473 shares; 2025Q1: 8,897 shares 8,897 $2.06M 0.01% +424 Timeline IGLD 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: 20,523 shares; 2023Q4: 33,905 shares; 2024Q1: 40,564 shares; 2024Q2: 97,077 shares; 2024Q3: 99,668 shares; 2024Q4: 148,228 shares; 2025Q1: 98,103 shares 98,103 $2.06M 0.01% -50,125 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 12,895 shares; 2024Q3: 13,024 shares; 2024Q4: 19,359 shares; 2025Q1: 172,495 shares 172,495 $2.06M 0.01% +153,136 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62,891 shares; 2023Q4: 78,247 shares; 2024Q1: 86,550 shares; 2024Q2: 107,171 shares; 2024Q3: 182,567 shares; 2024Q4: 217,828 shares; 2025Q1: 253,326 shares 253,326 $2.05M 0.01% +35,498 Timeline SCHH 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: 59,547 shares; 2023Q4: 80,229 shares; 2024Q1: 74,068 shares; 2024Q2: 100,095 shares; 2024Q3: 91,812 shares; 2024Q4: 96,647 shares; 2025Q1: 95,252 shares 95,252 $2.05M 0.01% -1,395 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: 1,233 shares; 2023Q4: 1,024 shares; 2024Q1: 1,697 shares; 2024Q2: 4,690 shares; 2024Q3: 4,911 shares; 2024Q4: 4,805 shares; 2025Q1: 10,792 shares 10,792 $2.04M 0.01% +5,987 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 91,645 shares; 2023Q4: 96,253 shares; 2024Q1: 108,953 shares; 2024Q2: 139,145 shares; 2024Q3: 25,418 shares; 2024Q4: 18,770 shares; 2025Q1: 21,151 shares 21,151 $2.04M 0.01% +2,381 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: 11,705 shares; 2023Q4: 10,100 shares; 2024Q1: 22,294 shares; 2024Q2: 27,134 shares; 2024Q3: 29,651 shares; 2024Q4: 39,680 shares; 2025Q1: 40,219 shares 40,219 $2.04M 0.01% +539 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,630 shares; 2023Q4: 56,327 shares; 2024Q1: 57,825 shares; 2024Q2: 47,472 shares; 2024Q3: 42,231 shares; 2024Q4: 39,615 shares; 2025Q1: 42,798 shares 42,798 $2.04M 0.01% +3,183 Timeline IBHG 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: 54,357 shares; 2025Q1: 91,179 shares 91,179 $2.04M 0.01% +36,822 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,374 shares; 2024Q2: not reported; 2024Q3: 7,678 shares; 2024Q4: 71,307 shares; 2025Q1: 70,079 shares 70,079 $2.03M 0.01% -1,228 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: 5,484 shares; 2023Q4: 4,510 shares; 2024Q1: 2,316 shares; 2024Q2: 10,999 shares; 2024Q3: 11,693 shares; 2024Q4: 13,904 shares; 2025Q1: 14,705 shares 14,705 $2.03M 0.01% +801 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,440 shares; 2023Q4: 6,551 shares; 2024Q1: 4,742 shares; 2024Q2: 8,275 shares; 2024Q3: 10,539 shares; 2024Q4: 11,299 shares; 2025Q1: 12,568 shares 12,568 $2.03M 0.01% +1,269 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: 10,081 shares; 2024Q2: 14,962 shares; 2024Q3: 16,669 shares; 2024Q4: 17,009 shares; 2025Q1: 17,238 shares 17,238 $2.02M 0.01% +229 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 9,200 shares; 2024Q3: 9,848 shares; 2024Q4: 8,747 shares; 2025Q1: 9,201 shares 9,201 $2.02M 0.01% +454 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: 11,351 shares; 2023Q4: 10,757 shares; 2024Q1: 5,639 shares; 2024Q2: 13,903 shares; 2024Q3: 14,856 shares; 2024Q4: 13,509 shares; 2025Q1: 13,699 shares 13,699 $2.02M 0.01% +190 Timeline VONV 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: 10,526 shares; 2023Q4: 11,247 shares; 2024Q1: 11,620 shares; 2024Q2: 11,730 shares; 2024Q3: 12,021 shares; 2024Q4: 20,705 shares; 2025Q1: 24,333 shares 24,333 $2.01M 0.01% +3,628 Timeline CDC 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: 382,582 shares; 2023Q4: 302,148 shares; 2024Q1: 222,102 shares; 2024Q2: 78,066 shares; 2024Q3: 56,469 shares; 2024Q4: 48,657 shares; 2025Q1: 30,552 shares 30,552 $2.01M 0.01% -18,105 Timeline INDA 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: 13,021 shares; 2023Q4: 5,348 shares; 2024Q1: 6,161 shares; 2024Q2: 7,765 shares; 2024Q3: 8,026 shares; 2024Q4: 33,085 shares; 2025Q1: 38,944 shares 38,944 $2M 0.01% +5,859 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25,682 shares; 2024Q2: 38,323 shares; 2024Q3: 46,168 shares; 2024Q4: 54,866 shares; 2025Q1: 57,839 shares 57,839 $2M 0.01% +2,973 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,429 shares; 2023Q4: 20,840 shares; 2024Q1: 35,014 shares; 2024Q2: 32,700 shares; 2024Q3: 31,458 shares; 2024Q4: 26,267 shares; 2025Q1: 26,705 shares 26,705 $2M 0.01% +438 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: not reported; 2023Q4: 659 shares; 2024Q1: 584 shares; 2024Q2: 3,454 shares; 2024Q3: 3,186 shares; 2024Q4: 3,200 shares; 2025Q1: 3,447 shares 3,447 $2M 0.01% +247 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,937 shares; 2023Q4: 3,291 shares; 2024Q1: 4,081 shares; 2024Q2: 6,015 shares; 2024Q3: 7,255 shares; 2024Q4: 7,118 shares; 2025Q1: 7,877 shares 7,877 $2M 0.01% +759 Timeline USAI 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: not reported; 2024Q3: not reported; 2024Q4: 8,010 shares; 2025Q1: 48,427 shares 48,427 $1.99M 0.01% +40,417 Timeline EUSA 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: 2,950 shares; 2024Q4: 7,275 shares; 2025Q1: 21,253 shares 21,253 $1.99M 0.01% +13,978 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 8,681 shares; 2024Q3: 9,332 shares; 2024Q4: 9,069 shares; 2025Q1: 11,247 shares 11,247 $1.98M 0.01% +2,178 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,773 shares; 2023Q4: 41,730 shares; 2024Q1: 38,244 shares; 2024Q2: 40,399 shares; 2024Q3: 41,157 shares; 2024Q4: 41,284 shares; 2025Q1: 39,412 shares 39,412 $1.98M 0.01% -1,872 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,570 shares; 2024Q3: 6,593 shares; 2024Q4: 6,677 shares; 2025Q1: 6,133 shares 6,133 $1.97M 0.01% -544 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: 40,176 shares; 2023Q4: 46,770 shares; 2024Q1: 17,931 shares; 2024Q2: 16,876 shares; 2024Q3: 17,082 shares; 2024Q4: 21,189 shares; 2025Q1: 24,555 shares 24,555 $1.97M 0.01% +3,366 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: 10,281 shares; 2023Q4: 7,300 shares; 2024Q1: not reported; 2024Q2: 29,885 shares; 2024Q3: 33,406 shares; 2024Q4: 33,365 shares; 2025Q1: 36,817 shares 36,817 $1.96M 0.01% +3,452 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,499 shares; 2023Q4: 22,704 shares; 2024Q1: 22,907 shares; 2024Q2: 132,957 shares; 2024Q3: 140,244 shares; 2024Q4: 137,608 shares; 2025Q1: 141,451 shares 141,451 $1.96M 0.01% +3,843 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,222 shares; 2023Q4: 23,019 shares; 2024Q1: 23,019 shares; 2024Q2: 30,167 shares; 2024Q3: 30,305 shares; 2024Q4: 31,420 shares; 2025Q1: 18,974 shares 18,974 $1.96M 0.01% -12,446 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,462 shares; 2023Q4: 16,931 shares; 2024Q1: 18,167 shares; 2024Q2: 19,666 shares; 2024Q3: 19,849 shares; 2024Q4: 20,424 shares; 2025Q1: 20,325 shares 20,325 $1.95M 0.01% -99 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: 13,282 shares; 2024Q1: 57,157 shares; 2024Q2: 67,973 shares; 2024Q3: 83,844 shares; 2024Q4: 97,599 shares; 2025Q1: 102,964 shares 102,964 $1.94M 0.01% +5,365 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,335 shares; 2023Q4: 15,902 shares; 2024Q1: 15,563 shares; 2024Q2: 25,412 shares; 2024Q3: 26,294 shares; 2024Q4: 18,994 shares; 2025Q1: 25,738 shares 25,738 $1.93M 0.01% +6,744 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,638 shares; 2023Q4: 7,726 shares; 2024Q1: 6,958 shares; 2024Q2: 11,921 shares; 2024Q3: 14,212 shares; 2024Q4: 13,996 shares; 2025Q1: 15,085 shares 15,085 $1.93M 0.01% +1,089 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: 62,681 shares; 2023Q4: 61,043 shares; 2024Q1: 62,777 shares; 2024Q2: 63,694 shares; 2024Q3: 96,527 shares; 2024Q4: 108,921 shares; 2025Q1: 114,828 shares 114,828 $1.92M 0.01% +5,907 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,492 shares; 2024Q4: 46,070 shares; 2025Q1: 52,267 shares 52,267 $1.91M 0.01% +6,197 Timeline JMEE 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: not reported; 2024Q3: not reported; 2024Q4: 23,392 shares; 2025Q1: 34,026 shares 34,026 $1.9M 0.01% +10,634 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: not reported; 2023Q4: 26,943 shares; 2024Q1: 27,018 shares; 2024Q2: 25,643 shares; 2024Q3: 43,877 shares; 2024Q4: 43,136 shares; 2025Q1: 37,359 shares 37,359 $1.9M 0.01% -5,777 Timeline IXP 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: 21,964 shares; 2023Q4: 21,427 shares; 2024Q1: 20,562 shares; 2024Q2: 20,022 shares; 2024Q3: 19,888 shares; 2024Q4: 19,879 shares; 2025Q1: 19,602 shares 19,602 $1.9M 0.01% -277 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: 70,147 shares; 2023Q4: 48,447 shares; 2024Q1: 46,158 shares; 2024Q2: 45,818 shares; 2024Q3: 48,394 shares; 2024Q4: 49,394 shares; 2025Q1: 49,394 shares 49,394 $1.9M 0.01% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76,003 shares; 2023Q4: 55,003 shares; 2024Q1: 54,603 shares; 2024Q2: 57,075 shares; 2024Q3: 52,937 shares; 2024Q4: 51,139 shares; 2025Q1: 44,962 shares 44,962 $1.9M 0.01% -6,177 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,957 shares; 2024Q3: 14,023 shares; 2024Q4: 14,095 shares; 2025Q1: 18,994 shares 18,994 $1.89M 0.01% +4,899 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 777 shares; 2023Q4: not reported; 2024Q1: 1,029 shares; 2024Q2: 4,516 shares; 2024Q3: 4,615 shares; 2024Q4: 4,300 shares; 2025Q1: 4,404 shares 4,404 $1.88M 0.01% +104 Timeline CGCB 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: 11,466 shares; 2024Q2: 15,474 shares; 2024Q3: 33,813 shares; 2024Q4: 67,308 shares; 2025Q1: 71,250 shares 71,250 $1.87M 0.01% +3,942 Timeline PSH PGIM ETF TR More: the full row for PGIM 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: not reported; 2025Q1: 37,196 shares 37,196 $1.87M 0.01% new 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,734 shares; 2024Q3: 1,357 shares; 2024Q4: 922 shares; 2025Q1: 1,013 shares 1,013 $1.87M 0.01% +91 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 11,255 shares; 2024Q3: 11,254 shares; 2024Q4: 11,165 shares; 2025Q1: 11,205 shares 11,205 $1.87M 0.01% +40 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 46,110 shares; 2024Q2: 46,647 shares; 2024Q3: 48,304 shares; 2024Q4: 51,360 shares; 2025Q1: 16,360 shares 16,360 $1.87M 0.01% -35,000 Timeline JXI 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: 29,335 shares; 2023Q4: 28,471 shares; 2024Q1: 27,986 shares; 2024Q2: 27,859 shares; 2024Q3: 27,859 shares; 2024Q4: 27,649 shares; 2025Q1: 26,995 shares 26,995 $1.87M 0.01% -654 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,026 shares; 2023Q4: 7,856 shares; 2024Q1: 8,643 shares; 2024Q2: 23,611 shares; 2024Q3: 25,493 shares; 2024Q4: 25,842 shares; 2025Q1: 26,049 shares 26,049 $1.86M 0.01% +207 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,609 shares; 2023Q4: 9,345 shares; 2024Q1: 8,415 shares; 2024Q2: 40,649 shares; 2024Q3: 41,969 shares; 2024Q4: 48,326 shares; 2025Q1: 45,892 shares 45,892 $1.85M 0.01% -2,434 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 64,600 shares; 2024Q3: 64,219 shares; 2024Q4: 59,440 shares; 2025Q1: 56,052 shares 56,052 $1.85M 0.01% -3,388 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,222 shares; 2023Q4: 14,579 shares; 2024Q1: 12,130 shares; 2024Q2: 25,999 shares; 2024Q3: 26,553 shares; 2024Q4: 25,999 shares; 2025Q1: 26,630 shares 26,630 $1.85M 0.01% +631 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: 2,868 shares; 2023Q4: 2,865 shares; 2024Q1: 3,294 shares; 2024Q2: 4,141 shares; 2024Q3: 4,448 shares; 2024Q4: 5,500 shares; 2025Q1: 7,167 shares 7,167 $1.85M 0.01% +1,667 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,782 shares; 2024Q3: 3,730 shares; 2024Q4: 3,744 shares; 2025Q1: 3,720 shares 3,720 $1.85M 0.01% -24 Timeline COPX 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: 6,686 shares; 2024Q4: 38,662 shares; 2025Q1: 46,943 shares 46,943 $1.83M 0.01% +8,281 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,659 shares; 2023Q4: 5,636 shares; 2024Q1: 5,614 shares; 2024Q2: 28,907 shares; 2024Q3: 29,012 shares; 2024Q4: 20,825 shares; 2025Q1: 22,002 shares 22,002 $1.83M 0.01% +1,177 Timeline VPC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 67,451 shares; 2023Q4: 57,328 shares; 2024Q1: 54,220 shares; 2024Q2: 56,976 shares; 2024Q3: 52,819 shares; 2024Q4: 67,949 shares; 2025Q1: 86,793 shares 86,793 $1.82M 0.01% +18,844 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 55,009 shares; 2024Q3: 54,156 shares; 2024Q4: 50,968 shares; 2025Q1: 52,315 shares 52,315 $1.82M 0.01% +1,347 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 634,938 shares; 2023Q4: 599,971 shares; 2024Q1: 300,564 shares; 2024Q2: 81,482 shares; 2024Q3: 62,816 shares; 2024Q4: 67,589 shares; 2025Q1: 83,664 shares 83,664 $1.82M 0.01% +16,075 Timeline IHI 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: 112,455 shares; 2023Q4: 88,559 shares; 2024Q1: 68,610 shares; 2024Q2: 44,501 shares; 2024Q3: 31,571 shares; 2024Q4: 28,769 shares; 2025Q1: 30,208 shares 30,208 $1.82M 0.01% +1,439 Timeline IYK 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: 17,995 shares; 2023Q4: 16,523 shares; 2024Q1: 23,550 shares; 2024Q2: 23,249 shares; 2024Q3: 22,824 shares; 2024Q4: 23,098 shares; 2025Q1: 25,393 shares 25,393 $1.82M 0.01% +2,295 Timeline USXF 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: 23,764 shares; 2023Q4: 23,390 shares; 2024Q1: 28,863 shares; 2024Q2: 30,831 shares; 2024Q3: 31,013 shares; 2024Q4: 34,766 shares; 2025Q1: 38,793 shares 38,793 $1.81M 0.01% +4,027 Timeline CMBS 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: not reported; 2025Q1: 37,612 shares 37,612 $1.81M 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,936 shares; 2023Q4: 2,702 shares; 2024Q1: 2,738 shares; 2024Q2: 6,429 shares; 2024Q3: 10,012 shares; 2024Q4: 8,483 shares; 2025Q1: 10,227 shares 10,227 $1.8M 0.01% +1,744 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: 120,365 shares; 2023Q4: 111,921 shares; 2024Q1: 112,067 shares; 2024Q2: 76,854 shares; 2024Q3: 82,074 shares; 2024Q4: 68,722 shares; 2025Q1: 62,343 shares 62,343 $1.8M 0.01% -6,379 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,292 shares; 2023Q4: 2,295 shares; 2024Q1: 2,516 shares; 2024Q2: 19,378 shares; 2024Q3: 19,589 shares; 2024Q4: 23,352 shares; 2025Q1: 22,257 shares 22,257 $1.79M 0.01% -1,095 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,185 shares; 2023Q4: 9,135 shares; 2024Q1: 20,815 shares; 2024Q2: 19,590 shares; 2024Q3: 12,739 shares; 2024Q4: 14,235 shares; 2025Q1: 18,610 shares 18,610 $1.79M 0.01% +4,375 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: 54,129 shares; 2023Q4: 40,459 shares; 2024Q1: 40,249 shares; 2024Q2: 40,191 shares; 2024Q3: 47,944 shares; 2024Q4: 47,544 shares; 2025Q1: 47,288 shares 47,288 $1.79M 0.01% -256 Timeline CGMU 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: 13,900 shares; 2024Q2: 18,207 shares; 2024Q3: 37,137 shares; 2024Q4: 58,667 shares; 2025Q1: 66,556 shares 66,556 $1.79M 0.01% +7,889 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: 2,571 shares; 2023Q4: 2,829 shares; 2024Q1: 16,324 shares; 2024Q2: 16,902 shares; 2024Q3: 15,888 shares; 2024Q4: 20,356 shares; 2025Q1: 19,671 shares 19,671 $1.78M 0.01% -685 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: not reported; 2024Q1: 9,608 shares; 2024Q2: 15,684 shares; 2024Q3: 21,823 shares; 2024Q4: 23,661 shares; 2025Q1: 24,650 shares 24,650 $1.78M 0.01% +989 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,584 shares; 2023Q4: 48,058 shares; 2024Q1: 48,854 shares; 2024Q2: 87,729 shares; 2024Q3: 90,650 shares; 2024Q4: 83,890 shares; 2025Q1: 90,787 shares 90,787 $1.78M 0.01% +6,897 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 18,154 shares; 2024Q3: 18,100 shares; 2024Q4: 18,700 shares; 2025Q1: 18,589 shares 18,589 $1.77M 0.01% -111 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,222 shares; 2024Q2: 25,961 shares; 2024Q3: 31,877 shares; 2024Q4: 31,769 shares; 2025Q1: 35,372 shares 35,372 $1.77M 0.01% +3,603 Timeline PFM 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: 68,721 shares; 2023Q4: 29,224 shares; 2024Q1: 34,622 shares; 2024Q2: 35,922 shares; 2024Q3: 36,242 shares; 2024Q4: 37,538 shares; 2025Q1: 38,631 shares 38,631 $1.77M 0.01% +1,093 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,095 shares; 2023Q4: 18,386 shares; 2024Q1: 21,086 shares; 2024Q2: 23,671 shares; 2024Q3: 22,648 shares; 2024Q4: 21,377 shares; 2025Q1: 26,669 shares 26,669 $1.77M 0.01% +5,292 Timeline CMDY 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: 21,129 shares; 2023Q4: 25,940 shares; 2024Q1: 30,710 shares; 2024Q2: 31,509 shares; 2024Q3: 31,615 shares; 2024Q4: 34,544 shares; 2025Q1: 33,984 shares 33,984 $1.76M 0.01% -560 Timeline XT 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: 23,524 shares; 2023Q4: 25,304 shares; 2024Q1: 27,863 shares; 2024Q2: 29,193 shares; 2024Q3: 30,853 shares; 2024Q4: 30,733 shares; 2025Q1: 30,606 shares 30,606 $1.76M 0.01% -127 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,696 shares; 2024Q3: 22,112 shares; 2024Q4: 17,691 shares; 2025Q1: 59,001 shares 59,001 $1.76M 0.01% +41,310 Timeline IDU 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: not reported; 2025Q1: 17,273 shares 17,273 $1.75M 0.01% new Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS 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: 83,792 shares; 2024Q3: 87,208 shares; 2024Q4: 166,456 shares; 2025Q1: 222,733 shares 222,733 $1.74M 0.01% +56,277 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: 49,047 shares; 2023Q4: 33,356 shares; 2024Q1: 39,016 shares; 2024Q2: 39,881 shares; 2024Q3: 44,097 shares; 2024Q4: 43,212 shares; 2025Q1: 43,202 shares 43,202 $1.74M 0.01% -10 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: 21,819 shares; 2023Q4: 20,636 shares; 2024Q1: 21,928 shares; 2024Q2: 30,019 shares; 2024Q3: 29,759 shares; 2024Q4: 35,052 shares; 2025Q1: 31,955 shares 31,955 $1.74M 0.01% -3,097 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 18,986 shares; 2024Q3: 19,947 shares; 2024Q4: 17,423 shares; 2025Q1: 19,821 shares 19,821 $1.73M 0.01% +2,398 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: 9,384 shares; 2024Q4: 10,567 shares; 2025Q1: 12,263 shares 12,263 $1.73M 0.01% +1,696 Timeline SMMU 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: 10,363 shares; 2023Q4: 12,573 shares; 2024Q1: 16,978 shares; 2024Q2: 19,900 shares; 2024Q3: 23,846 shares; 2024Q4: 32,349 shares; 2025Q1: 34,633 shares 34,633 $1.73M 0.01% +2,284 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: not reported; 2024Q1: 5,963 shares; 2024Q2: 8,699 shares; 2024Q3: 7,999 shares; 2024Q4: 20,232 shares; 2025Q1: 36,099 shares 36,099 $1.73M 0.01% +15,867 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,659 shares; 2023Q4: 18,487 shares; 2024Q1: 20,096 shares; 2024Q2: 20,320 shares; 2024Q3: 18,651 shares; 2024Q4: 18,232 shares; 2025Q1: 18,677 shares 18,677 $1.73M 0.01% +445 Timeline RELX RELX PLC More: the full row for RELX 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: 38,035 shares; 2024Q3: 38,380 shares; 2024Q4: 37,632 shares; 2025Q1: 34,271 shares 34,271 $1.73M 0.01% -3,361 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,412 shares; 2024Q3: 20,233 shares; 2024Q4: 20,336 shares; 2025Q1: 25,502 shares 25,502 $1.73M 0.01% +5,166 Timeline DWMF 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: 801,345 shares; 2023Q4: 796,914 shares; 2024Q1: 398,408 shares; 2024Q2: 113,291 shares; 2024Q3: 70,092 shares; 2024Q4: 59,432 shares; 2025Q1: 59,087 shares 59,087 $1.73M 0.01% -345 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 94,271 shares; 2023Q4: 96,662 shares; 2024Q1: 105,858 shares; 2024Q2: 91,363 shares; 2024Q3: 101,965 shares; 2024Q4: 92,707 shares; 2025Q1: 91,126 shares 91,126 $1.73M 0.01% -1,581 Timeline ABEV AMBEV SA More: the full row for AMBEV SA 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: 17,229 shares; 2024Q4: 28,404 shares; 2025Q1: 739,246 shares 739,246 $1.72M 0.01% +710,842 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: 17,717 shares; 2023Q4: 19,295 shares; 2024Q1: 13,580 shares; 2024Q2: 22,937 shares; 2024Q3: 24,301 shares; 2024Q4: 23,228 shares; 2025Q1: 31,473 shares 31,473 $1.72M 0.01% +8,245 Timeline SMMD 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: 4,633 shares; 2023Q4: 40,102 shares; 2024Q1: 33,398 shares; 2024Q2: 39,455 shares; 2024Q3: 30,522 shares; 2024Q4: 28,389 shares; 2025Q1: 27,498 shares 27,498 $1.72M 0.01% -891 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A 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: 73,040 shares; 2025Q1: 73,223 shares 73,223 $1.72M 0.01% +183 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,663 shares; 2023Q4: 13,122 shares; 2024Q1: 11,860 shares; 2024Q2: 14,306 shares; 2024Q3: 13,734 shares; 2024Q4: 13,625 shares; 2025Q1: 13,274 shares 13,274 $1.71M 0.01% -351 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,754 shares; 2023Q4: 3,709 shares; 2024Q1: 3,602 shares; 2024Q2: 14,946 shares; 2024Q3: 16,702 shares; 2024Q4: 17,657 shares; 2025Q1: 20,686 shares 20,686 $1.71M 0.01% +3,029 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,951 shares; 2024Q3: 33,835 shares; 2024Q4: 24,843 shares; 2025Q1: 23,842 shares 23,842 $1.71M 0.01% -1,001 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: 86,899 shares; 2023Q4: 62,674 shares; 2024Q1: 58,392 shares; 2024Q2: 59,386 shares; 2024Q3: 56,966 shares; 2024Q4: 56,307 shares; 2025Q1: 60,236 shares 60,236 $1.71M 0.01% +3,929 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: not reported; 2023Q4: 817 shares; 2024Q1: 907 shares; 2024Q2: 6,277 shares; 2024Q3: 6,806 shares; 2024Q4: 6,468 shares; 2025Q1: 7,636 shares 7,636 $1.71M 0.01% +1,168 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: not reported; 2023Q4: not reported; 2024Q1: 21,181 shares; 2024Q2: 18,836 shares; 2024Q3: 8,514 shares; 2024Q4: 10,065 shares; 2025Q1: 12,462 shares 12,462 $1.71M 0.01% +2,397 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,220 shares; 2024Q1: 927 shares; 2024Q2: 3,219 shares; 2024Q3: 5,319 shares; 2024Q4: 7,865 shares; 2025Q1: 8,364 shares 8,364 $1.71M 0.01% +499 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: 80,888 shares; 2023Q4: 77,859 shares; 2024Q1: 67,506 shares; 2024Q2: 72,062 shares; 2024Q3: 74,816 shares; 2024Q4: 69,324 shares; 2025Q1: 66,742 shares 66,742 $1.7M 0.01% -2,582 Timeline ENS ENERSYS More: the full row for ENERSYS 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: 18,806 shares; 2024Q3: 18,316 shares; 2024Q4: 18,238 shares; 2025Q1: 18,576 shares 18,576 $1.7M 0.01% +338 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: 1,005 shares; 2023Q4: 1,036 shares; 2024Q1: 1,189 shares; 2024Q2: 2,672 shares; 2024Q3: 3,052 shares; 2024Q4: 3,128 shares; 2025Q1: 3,652 shares 3,652 $1.7M 0.01% +524 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW 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: 31,180 shares; 2024Q3: 31,491 shares; 2024Q4: 29,855 shares; 2025Q1: 31,042 shares 31,042 $1.7M 0.01% +1,187 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO 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: not reported; 2024Q3: not reported; 2024Q4: 10,973 shares; 2025Q1: 114,298 shares 114,298 $1.7M 0.01% +103,325 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: 46,419 shares; 2023Q4: 47,145 shares; 2024Q1: 11,250 shares; 2024Q2: 11,676 shares; 2024Q3: 12,352 shares; 2024Q4: 13,510 shares; 2025Q1: 13,359 shares 13,359 $1.69M 0.01% -151 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,338 shares; 2023Q4: 1,246 shares; 2024Q1: 1,164 shares; 2024Q2: 5,620 shares; 2024Q3: 5,265 shares; 2024Q4: 5,334 shares; 2025Q1: 5,521 shares 5,521 $1.69M 0.01% +187 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,550 shares; 2023Q4: 9,467 shares; 2024Q1: 11,473 shares; 2024Q2: 23,037 shares; 2024Q3: 24,078 shares; 2024Q4: 82,435 shares; 2025Q1: 78,551 shares 78,551 $1.69M 0.01% -3,884 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 112,425 shares; 2024Q3: 111,468 shares; 2024Q4: 88,867 shares; 2025Q1: 64,267 shares 64,267 $1.69M 0.01% -24,600 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,083 shares; 2023Q4: 4,333 shares; 2024Q1: 4,423 shares; 2024Q2: 7,462 shares; 2024Q3: 7,871 shares; 2024Q4: 8,436 shares; 2025Q1: 9,459 shares 9,459 $1.68M 0.01% +1,023 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 78,295 shares; 2023Q4: 85,206 shares; 2024Q1: 95,762 shares; 2024Q2: 26,901 shares; 2024Q3: 22,344 shares; 2024Q4: 19,450 shares; 2025Q1: 36,595 shares 36,595 $1.68M 0.01% +17,145 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 16,600 shares; 2024Q1: 16,350 shares; 2024Q2: 19,015 shares; 2024Q3: 21,791 shares; 2024Q4: 19,325 shares; 2025Q1: 33,367 shares 33,367 $1.68M 0.01% +14,042 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 41,072 shares; 2024Q2: 45,619 shares; 2024Q3: 47,324 shares; 2024Q4: 53,733 shares; 2025Q1: 42,821 shares 42,821 $1.68M 0.01% -10,912 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,896 shares; 2024Q4: 8,513 shares; 2025Q1: 30,241 shares 30,241 $1.68M 0.01% +21,728 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: not reported; 2023Q4: not reported; 2024Q1: 13,308 shares; 2024Q2: 13,705 shares; 2024Q3: 45,659 shares; 2024Q4: 41,058 shares; 2025Q1: 41,593 shares 41,593 $1.68M 0.01% +535 Timeline DON 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: 16,251 shares; 2023Q4: 21,785 shares; 2024Q1: 19,832 shares; 2024Q2: 19,383 shares; 2024Q3: 22,436 shares; 2024Q4: 29,449 shares; 2025Q1: 33,624 shares 33,624 $1.67M 0.01% +4,175 Timeline SPHY 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: 16,598 shares; 2023Q4: 40,387 shares; 2024Q1: 52,627 shares; 2024Q2: 51,719 shares; 2024Q3: 44,479 shares; 2024Q4: 81,128 shares; 2025Q1: 70,759 shares 70,759 $1.66M 0.01% -10,369 Timeline MVPA ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50,866 shares; 2024Q2: 69,209 shares; 2024Q3: 68,020 shares; 2024Q4: 68,718 shares; 2025Q1: 52,597 shares 52,597 $1.65M 0.01% -16,121 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: 4,447 shares; 2023Q4: 4,434 shares; 2024Q1: 4,323 shares; 2024Q2: 5,944 shares; 2024Q3: 6,324 shares; 2024Q4: 6,589 shares; 2025Q1: 8,155 shares 8,155 $1.64M 0.01% +1,566 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: not reported; 2023Q4: not reported; 2024Q1: 2,249 shares; 2024Q2: 21,379 shares; 2024Q3: 20,035 shares; 2024Q4: 16,717 shares; 2025Q1: 20,739 shares 20,739 $1.64M 0.01% +4,022 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL 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: 31,108 shares; 2024Q3: 31,232 shares; 2024Q4: 31,725 shares; 2025Q1: 31,471 shares 31,471 $1.63M 0.01% -254 Timeline DFIV 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: 34,533 shares; 2023Q4: 49,453 shares; 2024Q1: 36,588 shares; 2024Q2: 28,385 shares; 2024Q3: 29,470 shares; 2024Q4: 27,300 shares; 2025Q1: 41,469 shares 41,469 $1.63M 0.01% +14,169 Timeline EXPO EXPONENT INC More: the full row for EXPONENT 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: 19,951 shares; 2024Q3: 19,960 shares; 2024Q4: 18,884 shares; 2025Q1: 20,062 shares 20,062 $1.63M 0.01% +1,178 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,939 shares; 2023Q4: 13,797 shares; 2024Q1: 10,772 shares; 2024Q2: 13,775 shares; 2024Q3: 13,643 shares; 2024Q4: 14,748 shares; 2025Q1: 16,687 shares 16,687 $1.62M 0.01% +1,939 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: 11,237 shares; 2023Q4: 10,424 shares; 2024Q1: 10,282 shares; 2024Q2: 16,205 shares; 2024Q3: 13,702 shares; 2024Q4: 14,500 shares; 2025Q1: 14,708 shares 14,708 $1.62M 0.01% +208 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS 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: 12,116 shares; 2024Q3: 12,012 shares; 2024Q4: 13,646 shares; 2025Q1: 13,854 shares 13,854 $1.61M 0.01% +208 Timeline IWL 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: 2,772 shares; 2024Q1: 2,715 shares; 2024Q2: 4,583 shares; 2024Q3: 4,110 shares; 2024Q4: 4,800 shares; 2025Q1: 11,728 shares 11,728 $1.61M 0.01% +6,928 Timeline FBK FB FINL CORP More: the full row for FB FINL 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: 38,620 shares; 2024Q3: 38,760 shares; 2024Q4: 34,452 shares; 2025Q1: 34,705 shares 34,705 $1.61M 0.01% +253 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: 60,399 shares; 2023Q4: 79,307 shares; 2024Q1: 122,129 shares; 2024Q2: 126,717 shares; 2024Q3: 131,877 shares; 2024Q4: 211,670 shares; 2025Q1: 59,751 shares 59,751 $1.61M 0.01% -151,919 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,797 shares; 2024Q1: 18,983 shares; 2024Q2: 27,178 shares; 2024Q3: 28,737 shares; 2024Q4: 28,748 shares; 2025Q1: 30,952 shares 30,952 $1.6M 0.01% +2,204 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 184,899 shares; 2024Q3: 187,666 shares; 2024Q4: 190,343 shares; 2025Q1: 182,713 shares 182,713 $1.6M 0.01% -7,630 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: not reported; 2025Q1: 28,169 shares 28,169 $1.6M 0.01% new 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: 25,480 shares; 2023Q4: 13,846 shares; 2024Q1: 9,792 shares; 2024Q2: 14,336 shares; 2024Q3: 13,870 shares; 2024Q4: 18,258 shares; 2025Q1: 15,143 shares 15,143 $1.6M 0.01% -3,115 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO 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: 44,063 shares; 2025Q1: 44,112 shares 44,112 $1.6M 0.01% +49 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: 14,385 shares; 2023Q4: 6,901 shares; 2024Q1: 15,379 shares; 2024Q2: 18,770 shares; 2024Q3: 20,034 shares; 2024Q4: 54,276 shares; 2025Q1: 58,269 shares 58,269 $1.6M 0.01% +3,993 Timeline SUSA 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: 12,847 shares; 2023Q4: 11,754 shares; 2024Q1: 11,705 shares; 2024Q2: 11,393 shares; 2024Q3: 11,683 shares; 2024Q4: 13,958 shares; 2025Q1: 13,871 shares 13,871 $1.59M 0.01% -87 Timeline AUSF 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: 5,199 shares; 2024Q3: 5,905 shares; 2024Q4: 6,162 shares; 2025Q1: 36,494 shares 36,494 $1.59M 0.01% +30,332 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,044 shares; 2023Q4: 10,365 shares; 2024Q1: 11,315 shares; 2024Q2: 17,347 shares; 2024Q3: 15,853 shares; 2024Q4: 17,037 shares; 2025Q1: 19,205 shares 19,205 $1.59M 0.01% +2,168 Timeline NSP INSPERITY INC More: the full row for INSPERITY 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: 13,407 shares; 2024Q3: 13,086 shares; 2024Q4: 11,179 shares; 2025Q1: 17,833 shares 17,833 $1.59M 0.01% +6,654 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,340 shares; 2023Q4: 6,313 shares; 2024Q1: 5,861 shares; 2024Q2: 34,049 shares; 2024Q3: 34,669 shares; 2024Q4: 24,915 shares; 2025Q1: 22,626 shares 22,626 $1.59M 0.01% -2,289 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: 20,775 shares; 2023Q4: 23,585 shares; 2024Q1: 23,082 shares; 2024Q2: 58,514 shares; 2024Q3: 62,136 shares; 2024Q4: 48,999 shares; 2025Q1: 57,357 shares 57,357 $1.59M 0.01% +8,358 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,906 shares; 2023Q4: 16,284 shares; 2024Q1: 18,329 shares; 2024Q2: 16,645 shares; 2024Q3: 16,060 shares; 2024Q4: 16,686 shares; 2025Q1: 16,731 shares 16,731 $1.58M 0.01% +45 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: 62,855 shares 62,855 $1.58M 0.01% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,682 shares; 2023Q4: 80,704 shares; 2024Q1: 99,351 shares; 2024Q2: 101,715 shares; 2024Q3: 112,695 shares; 2024Q4: 114,760 shares; 2025Q1: 31,529 shares 31,529 $1.58M 0.01% -83,231 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 9,142 shares; 2024Q3: 9,180 shares; 2024Q4: 8,980 shares; 2025Q1: 9,079 shares 9,079 $1.57M 0.01% +99 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 8,941 shares; 2024Q3: 11,288 shares; 2024Q4: 13,283 shares; 2025Q1: 19,895 shares 19,895 $1.57M 0.01% +6,612 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: 7,671 shares; 2023Q4: 7,639 shares; 2024Q1: 7,994 shares; 2024Q2: 16,743 shares; 2024Q3: 15,449 shares; 2024Q4: 12,884 shares; 2025Q1: 14,900 shares 14,900 $1.56M 0.01% +2,016 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 22,488 shares; 2024Q1: 22,997 shares; 2024Q2: 26,421 shares; 2024Q3: 26,841 shares; 2024Q4: 28,635 shares; 2025Q1: 26,305 shares 26,305 $1.56M 0.01% -2,330 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,776 shares; 2023Q4: 8,898 shares; 2024Q1: 8,464 shares; 2024Q2: 30,195 shares; 2024Q3: 33,330 shares; 2024Q4: 34,003 shares; 2025Q1: 37,662 shares 37,662 $1.54M 0.01% +3,659 Timeline RSDE 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: not reported; 2025Q1: 76,817 shares 76,817 $1.54M 0.01% new Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC 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: 16,620 shares; 2024Q3: 16,539 shares; 2024Q4: 16,994 shares; 2025Q1: 16,407 shares 16,407 $1.54M 0.01% -587 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,805 shares; 2023Q4: 5,190 shares; 2024Q1: 4,821 shares; 2024Q2: 7,158 shares; 2024Q3: 7,581 shares; 2024Q4: 6,330 shares; 2025Q1: 9,598 shares 9,598 $1.54M 0.01% +3,268 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,252 shares; 2023Q4: not reported; 2024Q1: 13,650 shares; 2024Q2: 49,070 shares; 2024Q3: 59,537 shares; 2024Q4: 65,469 shares; 2025Q1: 70,498 shares 70,498 $1.53M 0.01% +5,029 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,722 shares; 2023Q4: 17,966 shares; 2024Q1: 25,394 shares; 2024Q2: 25,210 shares; 2024Q3: 25,163 shares; 2024Q4: 22,344 shares; 2025Q1: 8,103 shares 8,103 $1.53M 0.01% -14,241 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,675 shares; 2023Q4: 6,765 shares; 2024Q1: not reported; 2024Q2: 12,956 shares; 2024Q3: 14,255 shares; 2024Q4: 8,881 shares; 2025Q1: 66,577 shares 66,577 $1.53M 0.01% +57,696 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: 3,232 shares; 2023Q4: 3,371 shares; 2024Q1: not reported; 2024Q2: 4,086 shares; 2024Q3: 4,558 shares; 2024Q4: 4,569 shares; 2025Q1: 4,529 shares 4,529 $1.53M 0.01% -40 Timeline AAON AAON INC More: the full row for AAON 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: 18,467 shares; 2024Q3: 15,766 shares; 2024Q4: 15,499 shares; 2025Q1: 19,530 shares 19,530 $1.53M 0.01% +4,031 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,864 shares; 2024Q2: 25,598 shares; 2024Q3: 27,237 shares; 2024Q4: 51,812 shares; 2025Q1: 55,878 shares 55,878 $1.53M 0.01% +4,066 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,432 shares; 2023Q4: 29,343 shares; 2024Q1: 29,095 shares; 2024Q2: 33,461 shares; 2024Q3: 34,556 shares; 2024Q4: 34,532 shares; 2025Q1: 8,306 shares 8,306 $1.52M 0.01% -26,226 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,129 shares; 2023Q4: 2,167 shares; 2024Q1: 2,738 shares; 2024Q2: 4,443 shares; 2024Q3: 4,291 shares; 2024Q4: 8,455 shares; 2025Q1: 8,990 shares 8,990 $1.52M 0.01% +535 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,229 shares; 2025Q1: 67,247 shares 67,247 $1.52M 0.01% +54,018 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,142 shares; 2023Q4: 2,295 shares; 2024Q1: 2,192 shares; 2024Q2: 7,788 shares; 2024Q3: 7,920 shares; 2024Q4: 6,925 shares; 2025Q1: 7,708 shares 7,708 $1.52M 0.01% +783 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,098 shares; 2024Q1: 5,298 shares; 2024Q2: 7,833 shares; 2024Q3: 9,427 shares; 2024Q4: 9,456 shares; 2025Q1: 10,871 shares 10,871 $1.52M 0.01% +1,415 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: 1,104 shares; 2023Q4: 1,602 shares; 2024Q1: 4,006 shares; 2024Q2: 4,990 shares; 2024Q3: 5,289 shares; 2024Q4: 6,605 shares; 2025Q1: 6,477 shares 6,477 $1.51M 0.01% -128 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,393 shares; 2024Q3: 9,417 shares; 2024Q4: 12,602 shares; 2025Q1: 12,542 shares 12,542 $1.51M 0.01% -60 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,819 shares; 2023Q4: 5,941 shares; 2024Q1: 6,106 shares; 2024Q2: 15,318 shares; 2024Q3: 14,491 shares; 2024Q4: 15,136 shares; 2025Q1: 17,341 shares 17,341 $1.51M 0.01% +2,205 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 30,985 shares; 2024Q3: 30,680 shares; 2024Q4: 47,403 shares; 2025Q1: 49,181 shares 49,181 $1.51M 0.01% +1,778 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL 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: 43,032 shares; 2024Q3: 52,104 shares; 2024Q4: 50,423 shares; 2025Q1: 54,058 shares 54,058 $1.5M 0.01% +3,635 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,763 shares; 2023Q4: 4,421 shares; 2024Q1: 4,543 shares; 2024Q2: 16,454 shares; 2024Q3: 16,416 shares; 2024Q4: 16,195 shares; 2025Q1: 12,077 shares 12,077 $1.49M 0.01% -4,118 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 29,463 shares; 2024Q3: 23,958 shares; 2024Q4: 24,433 shares; 2025Q1: 19,598 shares 19,598 $1.49M 0.01% -4,835 Timeline QLTA 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: 20,555 shares; 2024Q1: 21,214 shares; 2024Q2: 22,777 shares; 2024Q3: 25,688 shares; 2024Q4: 26,854 shares; 2025Q1: 31,248 shares 31,248 $1.49M 0.01% +4,394 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III 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: 6,900 shares; 2024Q3: 8,600 shares; 2024Q4: 11,757 shares; 2025Q1: 44,334 shares 44,334 $1.48M 0.01% +32,577 Timeline FJUN 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: 41,212 shares; 2023Q4: 38,858 shares; 2024Q1: 37,203 shares; 2024Q2: 38,001 shares; 2024Q3: 60,456 shares; 2024Q4: 42,308 shares; 2025Q1: 29,618 shares 29,618 $1.48M 0.01% -12,690 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: 7,845 shares; 2023Q4: 7,007 shares; 2024Q1: 7,736 shares; 2024Q2: 37,810 shares; 2024Q3: 29,401 shares; 2024Q4: 21,394 shares; 2025Q1: 23,926 shares 23,926 $1.47M 0.01% +2,532 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,936 shares; 2024Q1: 4,174 shares; 2024Q2: 7,455 shares; 2024Q3: 7,298 shares; 2024Q4: 7,244 shares; 2025Q1: 11,833 shares 11,833 $1.47M 0.01% +4,589 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP 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: 14,985 shares; 2024Q3: 14,758 shares; 2024Q4: 14,678 shares; 2025Q1: 14,538 shares 14,538 $1.47M 0.01% -140 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,686 shares; 2023Q4: 17,265 shares; 2024Q1: 16,860 shares; 2024Q2: 15,994 shares; 2024Q3: 15,481 shares; 2024Q4: 14,991 shares; 2025Q1: 15,335 shares 15,335 $1.46M 0.01% +344 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,899 shares; 2023Q4: 3,543 shares; 2024Q1: 4,593 shares; 2024Q2: 5,315 shares; 2024Q3: 5,579 shares; 2024Q4: 5,823 shares; 2025Q1: 5,905 shares 5,905 $1.46M 0.01% +82 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26,562 shares; 2024Q3: 31,426 shares; 2024Q4: 39,310 shares; 2025Q1: 64,172 shares 64,172 $1.45M 0.01% +24,862 Timeline PEY 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: 169,499 shares; 2023Q4: 161,391 shares; 2024Q1: 120,474 shares; 2024Q2: 111,571 shares; 2024Q3: 111,713 shares; 2024Q4: 112,345 shares; 2025Q1: 67,497 shares 67,497 $1.45M 0.01% -44,848 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,708 shares; 2023Q4: 29,880 shares; 2024Q1: 27,392 shares; 2024Q2: 28,339 shares; 2024Q3: 27,164 shares; 2024Q4: 27,144 shares; 2025Q1: 27,104 shares 27,104 $1.45M 0.01% -40 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,527 shares; 2023Q4: 38,259 shares; 2024Q1: 38,501 shares; 2024Q2: 40,993 shares; 2024Q3: 45,504 shares; 2024Q4: 43,639 shares; 2025Q1: 39,728 shares 39,728 $1.45M 0.01% -3,911 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: 17,911 shares; 2023Q4: 15,096 shares; 2024Q1: 16,173 shares; 2024Q2: 16,110 shares; 2024Q3: 16,315 shares; 2024Q4: 16,683 shares; 2025Q1: 17,760 shares 17,760 $1.45M 0.01% +1,077 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: 15,223 shares; 2023Q4: 13,183 shares; 2024Q1: 13,004 shares; 2024Q2: 12,766 shares; 2024Q3: 12,284 shares; 2024Q4: 12,788 shares; 2025Q1: 13,545 shares 13,545 $1.44M 0.01% +757 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,344 shares; 2023Q4: 18,541 shares; 2024Q1: 24,379 shares; 2024Q2: 26,312 shares; 2024Q3: 24,130 shares; 2024Q4: 20,880 shares; 2025Q1: 23,818 shares 23,818 $1.44M 0.01% +2,938 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: 7,150 shares; 2023Q4: 7,249 shares; 2024Q1: 7,418 shares; 2024Q2: 21,088 shares; 2024Q3: 21,961 shares; 2024Q4: 22,965 shares; 2025Q1: 26,688 shares 26,688 $1.44M 0.01% +3,723 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,291 shares; 2023Q4: 4,863 shares; 2024Q1: 4,950 shares; 2024Q2: 27,547 shares; 2024Q3: 27,668 shares; 2024Q4: 26,510 shares; 2025Q1: 28,279 shares 28,279 $1.44M 0.01% +1,769 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: 3,567 shares; 2023Q4: 4,729 shares; 2024Q1: 6,442 shares; 2024Q2: 8,099 shares; 2024Q3: 6,370 shares; 2024Q4: 11,270 shares; 2025Q1: 14,503 shares 14,503 $1.44M 0.01% +3,233 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: 110,557 shares; 2025Q1: 55,504 shares 55,504 $1.44M 0.01% -55,053 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,318 shares; 2023Q4: 6,320 shares; 2024Q1: 6,322 shares; 2024Q2: 9,149 shares; 2024Q3: 9,161 shares; 2024Q4: 12,486 shares; 2025Q1: 12,362 shares 12,362 $1.43M 0.01% -124 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: not reported; 2023Q4: 13,937 shares; 2024Q1: 18,121 shares; 2024Q2: 26,087 shares; 2024Q3: 26,689 shares; 2024Q4: 65,151 shares; 2025Q1: 70,530 shares 70,530 $1.43M 0.01% +5,379 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,751 shares; 2023Q4: 4,531 shares; 2024Q1: 5,249 shares; 2024Q2: 5,660 shares; 2024Q3: 5,849 shares; 2024Q4: 8,204 shares; 2025Q1: 8,187 shares 8,187 $1.42M 0.01% -17 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,762 shares; 2023Q4: 4,714 shares; 2024Q1: 4,117 shares; 2024Q2: 8,311 shares; 2024Q3: 7,970 shares; 2024Q4: 8,061 shares; 2025Q1: 21,789 shares 21,789 $1.42M 0.01% +13,728 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 17,915 shares; 2024Q3: 17,928 shares; 2024Q4: 20,462 shares; 2025Q1: 19,439 shares 19,439 $1.42M 0.01% -1,023 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,068 shares; 2023Q4: 33,995 shares; 2024Q1: 32,750 shares; 2024Q2: 26,014 shares; 2024Q3: 42,979 shares; 2024Q4: 45,777 shares; 2025Q1: 46,050 shares 46,050 $1.42M 0.01% +273 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S 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: 72,394 shares 72,394 $1.42M 0.01% new 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: 4,835 shares; 2023Q4: 5,004 shares; 2024Q1: 5,118 shares; 2024Q2: 11,082 shares; 2024Q3: 11,739 shares; 2024Q4: 9,653 shares; 2025Q1: 8,843 shares 8,843 $1.41M 0.01% -810 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,456 shares; 2025Q1: 32,791 shares 32,791 $1.41M 0.01% +335 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS 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: 13,059 shares; 2024Q3: 12,805 shares; 2024Q4: 12,043 shares; 2025Q1: 12,504 shares 12,504 $1.39M 0.01% +461 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: 45,346 shares; 2023Q4: 58,768 shares; 2024Q1: 51,118 shares; 2024Q2: 36,459 shares; 2024Q3: 25,763 shares; 2024Q4: 53,689 shares; 2025Q1: 29,873 shares 29,873 $1.39M 0.01% -23,816 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,341 shares; 2023Q4: 1,358 shares; 2024Q1: 1,395 shares; 2024Q2: 7,475 shares; 2024Q3: 7,955 shares; 2024Q4: 9,317 shares; 2025Q1: 7,944 shares 7,944 $1.39M 0.01% -1,373 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,804 shares; 2023Q4: 16,187 shares; 2024Q1: 12,528 shares; 2024Q2: 18,472 shares; 2024Q3: 20,444 shares; 2024Q4: 19,222 shares; 2025Q1: 12,684 shares 12,684 $1.39M 0.01% -6,538 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 72,191 shares; 2023Q4: 86,005 shares; 2024Q1: 85,795 shares; 2024Q2: 102,808 shares; 2024Q3: 84,615 shares; 2024Q4: 87,162 shares; 2025Q1: 60,478 shares 60,478 $1.38M 0.01% -26,684 Timeline SMLV 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: 10,786 shares; 2023Q4: 9,287 shares; 2024Q1: 9,034 shares; 2024Q2: 13,971 shares; 2024Q3: 13,614 shares; 2024Q4: 13,280 shares; 2025Q1: 11,241 shares 11,241 $1.38M 0.01% -2,039 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,119 shares; 2023Q4: 3,476 shares; 2024Q1: 2,215 shares; 2024Q2: 13,444 shares; 2024Q3: 14,137 shares; 2024Q4: 11,117 shares; 2025Q1: 10,846 shares 10,846 $1.38M 0.01% -271 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: 1,300 shares; 2023Q4: 1,295 shares; 2024Q1: 1,417 shares; 2024Q2: 4,132 shares; 2024Q3: 4,708 shares; 2024Q4: 5,020 shares; 2025Q1: 5,258 shares 5,258 $1.38M 0.01% +238 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: not reported; 2023Q4: 17,084 shares; 2024Q1: 19,237 shares; 2024Q2: 23,792 shares; 2024Q3: 27,966 shares; 2024Q4: 32,604 shares; 2025Q1: 40,546 shares 40,546 $1.38M 0.01% +7,942 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: 7,552 shares; 2023Q4: 7,481 shares; 2024Q1: 7,413 shares; 2024Q2: 12,979 shares; 2024Q3: 12,304 shares; 2024Q4: 14,040 shares; 2025Q1: 16,162 shares 16,162 $1.37M 0.01% +2,122 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,440 shares; 2023Q4: 2,708 shares; 2024Q1: 2,902 shares; 2024Q2: 11,170 shares; 2024Q3: 11,688 shares; 2024Q4: 11,708 shares; 2025Q1: 11,604 shares 11,604 $1.36M 0.01% -104 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 669 shares; 2024Q3: 723 shares; 2024Q4: 845 shares; 2025Q1: 980 shares 980 $1.36M 0.01% +135 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,956 shares 65,956 $1.35M 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,318 shares; 2023Q4: not reported; 2024Q1: 3,792 shares; 2024Q2: 5,680 shares; 2024Q3: 7,067 shares; 2024Q4: 8,820 shares; 2025Q1: 10,421 shares 10,421 $1.35M 0.01% +1,601 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,320 shares; 2023Q4: 26,557 shares; 2024Q1: 23,165 shares; 2024Q2: 28,991 shares; 2024Q3: 29,656 shares; 2024Q4: 28,444 shares; 2025Q1: 30,961 shares 30,961 $1.35M 0.01% +2,517 Timeline IDLV 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: 40,864 shares; 2023Q4: 41,344 shares; 2024Q1: 43,124 shares; 2024Q2: 43,384 shares; 2024Q3: 43,536 shares; 2024Q4: 43,677 shares; 2025Q1: 44,493 shares 44,493 $1.35M 0.01% +816 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: 10,426 shares; 2023Q4: 16,478 shares; 2024Q1: 18,130 shares; 2024Q2: 19,520 shares; 2024Q3: 15,389 shares; 2024Q4: 13,387 shares; 2025Q1: 13,508 shares 13,508 $1.34M 0.01% +121 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,579 shares; 2023Q4: 1,620 shares; 2024Q1: 1,626 shares; 2024Q2: 4,250 shares; 2024Q3: 5,138 shares; 2024Q4: 5,351 shares; 2025Q1: 5,898 shares 5,898 $1.34M 0.01% +547 Timeline EAGG 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: 14,945 shares; 2023Q4: 15,778 shares; 2024Q1: 15,028 shares; 2024Q2: 15,756 shares; 2024Q3: 16,568 shares; 2024Q4: 22,339 shares; 2025Q1: 28,178 shares 28,178 $1.34M 0.01% +5,839 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS 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: 5,705 shares; 2024Q3: 5,701 shares; 2024Q4: 4,336 shares; 2025Q1: 5,487 shares 5,487 $1.34M 0.01% +1,151 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,742 shares; 2023Q4: 5,625 shares; 2024Q1: 5,586 shares; 2024Q2: 3,223 shares; 2024Q3: 6,367 shares; 2024Q4: 6,350 shares; 2025Q1: 7,339 shares 7,339 $1.33M 0.01% +989 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: not reported; 2023Q4: 3,003 shares; 2024Q1: 4,718 shares; 2024Q2: 9,692 shares; 2024Q3: 13,744 shares; 2024Q4: 16,694 shares; 2025Q1: 17,500 shares 17,500 $1.33M 0.01% +806 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 17,551 shares; 2024Q1: not reported; 2024Q2: 47,281 shares; 2024Q3: 45,778 shares; 2024Q4: 46,927 shares; 2025Q1: 45,341 shares 45,341 $1.32M 0.01% -1,586 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT 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: 32,873 shares; 2024Q3: 32,913 shares; 2024Q4: 34,604 shares; 2025Q1: 34,995 shares 34,995 $1.32M 0.01% +391 Timeline IGPT 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,548 shares 32,548 $1.32M 0.01% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 11,857 shares; 2024Q1: 11,914 shares; 2024Q2: 12,458 shares; 2024Q3: 17,615 shares; 2024Q4: 37,671 shares; 2025Q1: 42,530 shares 42,530 $1.32M 0.01% +4,859 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: 28,028 shares; 2023Q4: 29,286 shares; 2024Q1: 29,204 shares; 2024Q2: 32,235 shares; 2024Q3: 31,363 shares; 2024Q4: 31,444 shares; 2025Q1: 31,809 shares 31,809 $1.31M 0.01% +365 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: 11,791 shares; 2023Q4: 12,511 shares; 2024Q1: 11,665 shares; 2024Q2: 16,865 shares; 2024Q3: 17,007 shares; 2024Q4: 19,878 shares; 2025Q1: 20,821 shares 20,821 $1.31M 0.01% +943 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES 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: 8,304 shares; 2024Q3: 8,239 shares; 2024Q4: 8,137 shares; 2025Q1: 8,221 shares 8,221 $1.31M 0.01% +84 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: 26,824 shares; 2023Q4: 29,760 shares; 2024Q1: 29,550 shares; 2024Q2: 32,031 shares; 2024Q3: 35,072 shares; 2024Q4: 34,907 shares; 2025Q1: 34,262 shares 34,262 $1.3M 0.01% -645 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 51,803 shares; 2024Q3: 51,744 shares; 2024Q4: 31,048 shares; 2025Q1: 60,679 shares 60,679 $1.3M 0.01% +29,631 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,733 shares; 2024Q1: 6,132 shares; 2024Q2: 12,339 shares; 2024Q3: 18,003 shares; 2024Q4: 18,527 shares; 2025Q1: 18,181 shares 18,181 $1.29M 0.01% -346 Timeline EWY 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: 24,068 shares; 2024Q3: 23,406 shares; 2024Q4: 20,770 shares; 2025Q1: 23,939 shares 23,939 $1.29M 0.01% +3,169 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,184 shares; 2023Q4: 16,288 shares; 2024Q1: 20,061 shares; 2024Q2: 8,181 shares; 2024Q3: 7,935 shares; 2024Q4: 8,034 shares; 2025Q1: 9,352 shares 9,352 $1.29M 0.01% +1,318 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: 3,736 shares; 2023Q4: 4,722 shares; 2024Q1: 5,326 shares; 2024Q2: 7,582 shares; 2024Q3: 8,817 shares; 2024Q4: 10,923 shares; 2025Q1: 8,807 shares 8,807 $1.29M 0.01% -2,116 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,862 shares; 2024Q4: 22,595 shares; 2025Q1: 28,869 shares 28,869 $1.28M 0.01% +6,274 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,463 shares; 2023Q4: 28,723 shares; 2024Q1: 14,346 shares; 2024Q2: 13,372 shares; 2024Q3: 11,801 shares; 2024Q4: 9,358 shares; 2025Q1: 15,544 shares 15,544 $1.28M 0.01% +6,186 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,018 shares; 2024Q1: 1,097 shares; 2024Q2: 2,989 shares; 2024Q3: 2,981 shares; 2024Q4: 3,105 shares; 2025Q1: 3,466 shares 3,466 $1.28M 0.01% +361 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38,029 shares; 2024Q3: 67,561 shares; 2024Q4: 55,015 shares; 2025Q1: 50,075 shares 50,075 $1.28M 0.01% -4,940 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: 8,509 shares; 2023Q4: 9,561 shares; 2024Q1: 9,092 shares; 2024Q2: 15,198 shares; 2024Q3: 14,901 shares; 2024Q4: 17,229 shares; 2025Q1: 16,987 shares 16,987 $1.27M 0.01% -242 Timeline AGGY 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: 30,358 shares; 2023Q4: 31,736 shares; 2024Q1: 32,129 shares; 2024Q2: 35,414 shares; 2024Q3: 29,489 shares; 2024Q4: 28,855 shares; 2025Q1: 29,193 shares 29,193 $1.27M 0.01% +338 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,325 shares; 2024Q2: 23,334 shares; 2024Q3: 54,966 shares; 2024Q4: 52,023 shares; 2025Q1: 57,359 shares 57,359 $1.27M 0.01% +5,336 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: 39,906 shares 39,906 $1.26M 0.01% new 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 41,870 shares; 2024Q3: 42,513 shares; 2024Q4: 48,575 shares; 2025Q1: 54,474 shares 54,474 $1.26M 0.01% +5,899 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 15,039 shares; 2024Q3: 14,729 shares; 2024Q4: 14,806 shares; 2025Q1: 15,035 shares 15,035 $1.26M 0.01% +229 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 8,251 shares; 2024Q3: 8,167 shares; 2024Q4: 8,415 shares; 2025Q1: 7,599 shares 7,599 $1.26M 0.01% -816 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,128 shares; 2023Q4: 18,537 shares; 2024Q1: 17,788 shares; 2024Q2: 18,247 shares; 2024Q3: 22,671 shares; 2024Q4: 39,677 shares; 2025Q1: 38,602 shares 38,602 $1.25M 0.01% -1,075 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,021 shares; 2024Q3: 2,282 shares; 2024Q4: 2,421 shares; 2025Q1: 2,579 shares 2,579 $1.25M 0.01% +158 Timeline NOV NOV INC More: the full row for NOV 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: 72,117 shares; 2024Q3: 77,517 shares; 2024Q4: 45,894 shares; 2025Q1: 82,024 shares 82,024 $1.25M 0.01% +36,130 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,336 shares; 2023Q4: 20,787 shares; 2024Q1: 19,894 shares; 2024Q2: 27,676 shares; 2024Q3: 25,460 shares; 2024Q4: 23,205 shares; 2025Q1: 25,281 shares 25,281 $1.25M 0.01% +2,076 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR 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: 36,818 shares; 2024Q3: 42,698 shares; 2024Q4: 43,434 shares; 2025Q1: 43,413 shares 43,413 $1.25M 0.01% -21 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,133 shares; 2023Q4: 10,133 shares; 2024Q1: 10,168 shares; 2024Q2: 15,945 shares; 2024Q3: 15,619 shares; 2024Q4: 12,646 shares; 2025Q1: 11,746 shares 11,746 $1.24M 0.01% -900 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,875 shares; 2023Q4: 13,827 shares; 2024Q1: 22,681 shares; 2024Q2: 40,450 shares; 2024Q3: 39,856 shares; 2024Q4: 38,486 shares; 2025Q1: 48,993 shares 48,993 $1.24M 0.01% +10,507 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: not reported; 2023Q4: 1,706 shares; 2024Q1: not reported; 2024Q2: 2,176 shares; 2024Q3: 2,969 shares; 2024Q4: 3,430 shares; 2025Q1: 7,211 shares 7,211 $1.24M 0.01% +3,781 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 833 shares; 2024Q2: 3,634 shares; 2024Q3: 4,499 shares; 2024Q4: 4,499 shares; 2025Q1: 5,083 shares 5,083 $1.24M 0.01% +584 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: 27,115 shares; 2024Q4: 60,278 shares; 2025Q1: 58,924 shares 58,924 $1.24M 0.01% -1,354 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,152 shares; 2023Q4: 9,696 shares; 2024Q1: 12,036 shares; 2024Q2: 29,417 shares; 2024Q3: 33,962 shares; 2024Q4: 35,539 shares; 2025Q1: 42,173 shares 42,173 $1.23M 0.01% +6,634 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: 52,667 shares; 2023Q4: 36,768 shares; 2024Q1: 40,134 shares; 2024Q2: 37,353 shares; 2024Q3: 35,841 shares; 2024Q4: 31,762 shares; 2025Q1: 34,458 shares 34,458 $1.23M 0.01% +2,696 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,919 shares; 2023Q4: 4,290 shares; 2024Q1: not reported; 2024Q2: 34,918 shares; 2024Q3: 41,980 shares; 2024Q4: 29,371 shares; 2025Q1: 39,496 shares 39,496 $1.23M 0.01% +10,125 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 7,807 shares; 2024Q3: 8,160 shares; 2024Q4: 7,446 shares; 2025Q1: 8,280 shares 8,280 $1.23M 0.01% +834 Timeline FXI 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: 43,708 shares; 2025Q1: 34,308 shares 34,308 $1.23M 0.01% -9,400 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI 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: 151,520 shares; 2024Q4: 155,610 shares; 2025Q1: 157,567 shares 157,567 $1.23M 0.01% +1,957 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,585 shares; 2023Q4: 15,788 shares; 2024Q1: 16,847 shares; 2024Q2: 20,535 shares; 2024Q3: 58,048 shares; 2024Q4: 73,898 shares; 2025Q1: 127,866 shares 127,866 $1.22M 0.01% +53,968 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES 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: 6,374 shares; 2024Q3: 6,431 shares; 2024Q4: 6,518 shares; 2025Q1: 17,170 shares 17,170 $1.22M 0.01% +10,652 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,568 shares; 2023Q4: 23,107 shares; 2024Q1: 31,754 shares; 2024Q2: 71,550 shares; 2024Q3: 75,103 shares; 2024Q4: 105,732 shares; 2025Q1: 143,567 shares 143,567 $1.22M 0.01% +37,835 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,253 shares; 2023Q4: 30,460 shares; 2024Q1: 33,661 shares; 2024Q2: 40,243 shares; 2024Q3: 35,464 shares; 2024Q4: 38,864 shares; 2025Q1: 38,852 shares 38,852 $1.21M 0.01% -12 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,698 shares; 2023Q4: 10,592 shares; 2024Q1: 26,654 shares; 2024Q2: 26,228 shares; 2024Q3: 25,368 shares; 2024Q4: 24,093 shares; 2025Q1: 22,055 shares 22,055 $1.21M 0.01% -2,038 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 22,554 shares; 2024Q2: 19,322 shares; 2024Q3: 22,254 shares; 2024Q4: 18,121 shares; 2025Q1: 23,160 shares 23,160 $1.21M 0.01% +5,039 Timeline PTRB PGIM ETF TR More: the full row for PGIM 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: 12,248 shares; 2024Q3: 14,008 shares; 2024Q4: 28,354 shares; 2025Q1: 28,678 shares 28,678 $1.2M 0.01% +324 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 119,685 shares; 2023Q4: 69,814 shares; 2024Q1: 69,878 shares; 2024Q2: 74,596 shares; 2024Q3: 74,932 shares; 2024Q4: 77,306 shares; 2025Q1: 76,872 shares 76,872 $1.2M 0.01% -434 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,554 shares; 2023Q4: 24,916 shares; 2024Q1: 27,356 shares; 2024Q2: 28,390 shares; 2024Q3: 36,766 shares; 2024Q4: 32,445 shares; 2025Q1: 47,325 shares 47,325 $1.19M 0.01% +14,880 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,681 shares; 2024Q1: 4,768 shares; 2024Q2: 11,769 shares; 2024Q3: 12,426 shares; 2024Q4: 11,926 shares; 2025Q1: 12,225 shares 12,225 $1.19M 0.01% +299 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,960 shares 19,960 $1.19M 0.01% new Timeline BYLD 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: 29,425 shares; 2025Q1: 52,926 shares 52,926 $1.19M 0.01% +23,501 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 10,022 shares; 2024Q3: 9,571 shares; 2024Q4: 10,231 shares; 2025Q1: 9,773 shares 9,773 $1.19M 0.01% -458 Timeline