SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY 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: 8,708 shares; 2024Q3: 9,213 shares; 2024Q4: 8,529 shares; 2025Q1: 9,753 shares 9,753 $1.18M 0.01% +1,224 Timeline MSCI MSCI INC More: the full row for MSCI 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: 1,883 shares; 2024Q3: 2,025 shares; 2024Q4: 2,123 shares; 2025Q1: 2,091 shares 2,091 $1.18M 0.01% -32 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,430 shares; 2024Q3: 5,361 shares; 2024Q4: 6,741 shares; 2025Q1: 11,284 shares 11,284 $1.18M 0.01% +4,543 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,137 shares; 2023Q4: 5,101 shares; 2024Q1: 5,225 shares; 2024Q2: 8,404 shares; 2024Q3: 8,760 shares; 2024Q4: 10,097 shares; 2025Q1: 10,439 shares 10,439 $1.18M 0.01% +342 Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 35,139 shares; 2024Q3: 35,505 shares; 2024Q4: 34,588 shares; 2025Q1: 37,929 shares 37,929 $1.17M 0.01% +3,341 Timeline EQAL 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: 18,283 shares; 2024Q2: 20,868 shares; 2024Q3: 24,450 shares; 2024Q4: 24,629 shares; 2025Q1: 24,815 shares 24,815 $1.17M 0.01% +186 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,383 shares; 2023Q4: 10,975 shares; 2024Q1: 11,393 shares; 2024Q2: 12,789 shares; 2024Q3: 11,764 shares; 2024Q4: 11,976 shares; 2025Q1: 12,755 shares 12,755 $1.16M 0.01% +779 Timeline HYGH 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,099 shares; 2024Q4: 6,002 shares; 2025Q1: 13,649 shares 13,649 $1.16M 0.01% +7,647 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP 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: 31,024 shares; 2024Q3: 30,670 shares; 2024Q4: 31,444 shares; 2025Q1: 31,223 shares 31,223 $1.16M 0.01% -221 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,335 shares; 2023Q4: 17,857 shares; 2024Q1: 17,684 shares; 2024Q2: 20,729 shares; 2024Q3: 21,197 shares; 2024Q4: 20,598 shares; 2025Q1: 20,545 shares 20,545 $1.16M 0.01% -53 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 814 shares; 2023Q4: 1,001 shares; 2024Q1: 991 shares; 2024Q2: 1,559 shares; 2024Q3: 1,220 shares; 2024Q4: 1,624 shares; 2025Q1: 1,819 shares 1,819 $1.15M 0.01% +195 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 79,056 shares; 2023Q4: 67,788 shares; 2024Q1: 61,212 shares; 2024Q2: 64,411 shares; 2024Q3: 66,883 shares; 2024Q4: 39,403 shares; 2025Q1: 44,672 shares 44,672 $1.15M 0.01% +5,269 Timeline PXF 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: 13,357 shares; 2023Q4: 12,963 shares; 2024Q1: 12,638 shares; 2024Q2: 22,959 shares; 2024Q3: 23,036 shares; 2024Q4: 21,416 shares; 2025Q1: 22,175 shares 22,175 $1.15M 0.01% +759 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,280 shares; 2023Q4: 4,337 shares; 2024Q1: 4,451 shares; 2024Q2: 7,294 shares; 2024Q3: 7,701 shares; 2024Q4: 6,196 shares; 2025Q1: 6,753 shares 6,753 $1.15M 0.01% +557 BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 11,556 shares; 2024Q3: 16,202 shares; 2024Q4: 22,396 shares; 2025Q1: 26,212 shares 26,212 $1.15M 0.01% +3,816 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,881 shares; 2023Q4: 24,719 shares; 2024Q1: 24,685 shares; 2024Q2: 24,370 shares; 2024Q3: 26,105 shares; 2024Q4: 25,279 shares; 2025Q1: 22,497 shares 22,497 $1.15M 0.01% -2,782 Timeline JSML 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: 13,017 shares; 2023Q4: 12,375 shares; 2024Q1: 14,216 shares; 2024Q2: 16,141 shares; 2024Q3: 18,132 shares; 2024Q4: 21,457 shares; 2025Q1: 18,860 shares 18,860 $1.15M 0.01% -2,597 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 42,419 shares; 2025Q1: 41,008 shares 41,008 $1.14M 0.01% -1,411 Timeline PTBD 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: 78,316 shares; 2023Q4: 168,833 shares; 2024Q1: 168,185 shares; 2024Q2: 59,894 shares; 2024Q3: 58,433 shares; 2024Q4: 50,653 shares; 2025Q1: 56,901 shares 56,901 $1.14M 0.01% +6,248 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,402 shares; 2023Q4: 7,290 shares; 2024Q1: 8,379 shares; 2024Q2: 8,482 shares; 2024Q3: 9,390 shares; 2024Q4: 17,019 shares; 2025Q1: 15,823 shares 15,823 $1.14M 0.01% -1,196 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,546 shares; 2024Q1: 7,336 shares; 2024Q2: 9,207 shares; 2024Q3: 10,357 shares; 2024Q4: 12,920 shares; 2025Q1: 15,420 shares 15,420 $1.14M 0.01% +2,500 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,557 shares; 2024Q4: 31,112 shares; 2025Q1: 32,357 shares 32,357 $1.14M 0.01% +1,245 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,117 shares; 2023Q4: 72,977 shares; 2024Q1: 46,605 shares; 2024Q2: 68,765 shares; 2024Q3: 83,261 shares; 2024Q4: 59,873 shares; 2025Q1: 58,367 shares 58,367 $1.13M 0.01% -1,506 ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,558 shares; 2023Q4: 2,694 shares; 2024Q1: 3,109 shares; 2024Q2: 3,292 shares; 2024Q3: 6,450 shares; 2024Q4: 7,227 shares; 2025Q1: 7,721 shares 7,721 $1.13M 0.01% +494 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 35,593 shares; 2024Q3: 42,000 shares; 2024Q4: 44,558 shares; 2025Q1: 90,902 shares 90,902 $1.13M 0.01% +46,344 Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 17,806 shares; 2024Q1: 17,806 shares; 2024Q2: 88,701 shares; 2024Q3: 89,283 shares; 2024Q4: 66,426 shares; 2025Q1: 102,699 shares 102,699 $1.13M 0.01% +36,273 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 126,376 shares; 2023Q4: 116,977 shares; 2024Q1: 18,363 shares; 2024Q2: 16,981 shares; 2024Q3: 16,959 shares; 2024Q4: 16,757 shares; 2025Q1: 15,439 shares 15,439 $1.12M 0.01% -1,318 Timeline AVLV 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: 9,602 shares; 2024Q1: 21,629 shares; 2024Q2: 18,832 shares; 2024Q3: 19,140 shares; 2024Q4: 19,543 shares; 2025Q1: 17,217 shares 17,217 $1.12M 0.01% -2,326 Timeline BIBL 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: 58,126 shares; 2023Q4: 52,511 shares; 2024Q1: 69,912 shares; 2024Q2: 67,664 shares; 2024Q3: 71,984 shares; 2024Q4: 73,564 shares; 2025Q1: 28,939 shares 28,939 $1.11M 0.01% -44,625 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,608 shares; 2024Q1: not reported; 2024Q2: 5,387 shares; 2024Q3: 5,359 shares; 2024Q4: 6,213 shares; 2025Q1: 6,323 shares 6,323 $1.11M 0.01% +110 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,937 shares; 2024Q4: 29,882 shares; 2025Q1: 72,900 shares 72,900 $1.11M 0.01% +43,018 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,007 shares; 2023Q4: 813 shares; 2024Q1: 931 shares; 2024Q2: 3,118 shares; 2024Q3: 3,338 shares; 2024Q4: 3,401 shares; 2025Q1: 3,501 shares 3,501 $1.11M 0.01% +100 CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,495 shares; 2023Q4: 28,004 shares; 2024Q1: 32,253 shares; 2024Q2: 30,297 shares; 2024Q3: 22,468 shares; 2024Q4: 29,568 shares; 2025Q1: 26,822 shares 26,822 $1.1M 0.01% -2,746 Timeline URTH 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: 1,721 shares; 2023Q4: 3,640 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,190 shares 7,190 $1.1M 0.01% new Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,990 shares 38,990 $1.1M 0.01% new Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL 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: 16,305 shares; 2024Q3: 16,039 shares; 2024Q4: 12,874 shares; 2025Q1: 15,890 shares 15,890 $1.1M 0.01% +3,016 Timeline FMDE 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: 22,690 shares; 2024Q1: 22,733 shares; 2024Q2: 23,423 shares; 2024Q3: 24,044 shares; 2024Q4: 25,764 shares; 2025Q1: 34,986 shares 34,986 $1.1M 0.01% +9,222 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND 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: 70,797 shares; 2024Q3: 77,133 shares; 2024Q4: 52,924 shares; 2025Q1: 73,954 shares 73,954 $1.09M 0.01% +21,030 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 20,146 shares; 2024Q3: 20,849 shares; 2024Q4: 22,379 shares; 2025Q1: 22,542 shares 22,542 $1.09M 0.01% +163 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,656 shares; 2023Q4: 7,645 shares; 2024Q1: 7,202 shares; 2024Q2: 8,828 shares; 2024Q3: 9,750 shares; 2024Q4: 11,621 shares; 2025Q1: 13,481 shares 13,481 $1.09M 0.01% +1,860 Timeline JPIE 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: 4,539 shares; 2024Q1: 9,655 shares; 2024Q2: 10,592 shares; 2024Q3: 12,324 shares; 2024Q4: 7,180 shares; 2025Q1: 23,566 shares 23,566 $1.09M 0.01% +16,386 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D 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: 8,974 shares; 2024Q3: 8,804 shares; 2024Q4: 8,662 shares; 2025Q1: 8,533 shares 8,533 $1.08M 0.01% -129 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,472 shares; 2023Q4: 18,870 shares; 2024Q1: 25,833 shares; 2024Q2: 23,357 shares; 2024Q3: 21,716 shares; 2024Q4: 23,846 shares; 2025Q1: 25,995 shares 25,995 $1.08M 0.01% +2,149 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,707 shares; 2023Q4: 16,599 shares; 2024Q1: 14,899 shares; 2024Q2: 12,731 shares; 2024Q3: 13,257 shares; 2024Q4: 13,379 shares; 2025Q1: 24,694 shares 24,694 $1.08M 0.01% +11,315 Timeline BUL 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: 9,576 shares; 2024Q1: 13,325 shares; 2024Q2: 15,035 shares; 2024Q3: 19,796 shares; 2024Q4: 20,827 shares; 2025Q1: 24,516 shares 24,516 $1.08M 0.01% +3,689 Timeline PRN 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: 6,855 shares; 2023Q4: 6,723 shares; 2024Q1: 6,420 shares; 2024Q2: 6,721 shares; 2024Q3: 6,535 shares; 2024Q4: 6,658 shares; 2025Q1: 7,795 shares 7,795 $1.07M 0.01% +1,137 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,737 shares; 2023Q4: 52,403 shares; 2024Q1: 39,188 shares; 2024Q2: 36,071 shares; 2024Q3: 32,832 shares; 2024Q4: 35,881 shares; 2025Q1: 23,586 shares 23,586 $1.07M 0.01% -12,295 Timeline PNQI 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: 15,305 shares; 2023Q4: 22,451 shares; 2024Q1: 28,709 shares; 2024Q2: 30,498 shares; 2024Q3: 29,785 shares; 2024Q4: 28,249 shares; 2025Q1: 24,302 shares 24,302 $1.07M 0.01% -3,947 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,081 shares 40,081 $1.07M 0.01% new Timeline YDEC 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: 20,167 shares; 2024Q1: 21,521 shares; 2024Q2: 21,521 shares; 2024Q3: 18,884 shares; 2024Q4: 22,808 shares; 2025Q1: 45,085 shares 45,085 $1.07M 0.01% +22,277 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,173 shares; 2023Q4: 8,741 shares; 2024Q1: 8,727 shares; 2024Q2: 8,858 shares; 2024Q3: 8,758 shares; 2024Q4: 20,683 shares; 2025Q1: 19,428 shares 19,428 $1.07M 0.01% -1,255 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 66,118 shares; 2023Q4: 60,624 shares; 2024Q1: 58,785 shares; 2024Q2: 63,519 shares; 2024Q3: 67,485 shares; 2024Q4: 69,494 shares; 2025Q1: 23,603 shares 23,603 $1.06M 0.01% -45,891 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,069 shares; 2023Q4: 30,547 shares; 2024Q1: 31,394 shares; 2024Q2: 28,192 shares; 2024Q3: 28,182 shares; 2024Q4: 28,742 shares; 2025Q1: 29,677 shares 29,677 $1.06M 0.01% +935 Timeline NOVT NOVANTA INC More: the full row for NOVANTA 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: 7,156 shares; 2024Q3: 7,433 shares; 2024Q4: 7,413 shares; 2025Q1: 8,267 shares 8,267 $1.06M 0.01% +854 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,584 shares; 2024Q3: 5,411 shares; 2024Q4: 11,308 shares; 2025Q1: 11,777 shares 11,777 $1.05M 0.01% +469 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,983 shares; 2024Q1: not reported; 2024Q2: 6,703 shares; 2024Q3: 12,383 shares; 2024Q4: 16,460 shares; 2025Q1: 17,361 shares 17,361 $1.05M 0.01% +901 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 60,131 shares; 2023Q4: 253,334 shares; 2024Q1: 58,248 shares; 2024Q2: 50,744 shares; 2024Q3: 71,729 shares; 2024Q4: 67,135 shares; 2025Q1: 77,229 shares 77,229 $1.05M 0.01% +10,094 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,886 shares; 2023Q4: 2,220 shares; 2024Q1: 2,755 shares; 2024Q2: 4,921 shares; 2024Q3: 4,102 shares; 2024Q4: 4,034 shares; 2025Q1: 4,300 shares 4,300 $1.05M 0.01% +266 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,897 shares; 2023Q4: 22,216 shares; 2024Q1: 20,911 shares; 2024Q2: 20,911 shares; 2024Q3: 20,911 shares; 2024Q4: 27,686 shares; 2025Q1: 27,901 shares 27,901 $1.05M 0.01% +215 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,332 shares; 2024Q3: 19,611 shares; 2024Q4: 18,033 shares; 2025Q1: 29,933 shares 29,933 $1.04M 0.01% +11,900 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: not reported; 2025Q1: 43,163 shares 43,163 $1.04M 0.01% new Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS 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: 50,588 shares; 2024Q3: 49,222 shares; 2024Q4: 34,871 shares; 2025Q1: 63,392 shares 63,392 $1.04M 0.01% +28,521 Timeline ALTL 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: 23,551 shares; 2023Q4: 22,862 shares; 2024Q1: 22,965 shares; 2024Q2: 24,186 shares; 2024Q3: 23,503 shares; 2024Q4: 24,348 shares; 2025Q1: 29,940 shares 29,940 $1.04M 0.01% +5,592 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS 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: 52,666 shares; 2024Q3: 92,569 shares; 2024Q4: 77,331 shares; 2025Q1: 87,744 shares 87,744 $1.04M 0.01% +10,413 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE 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: 4,322 shares; 2024Q3: 5,143 shares; 2024Q4: 4,888 shares; 2025Q1: 6,264 shares 6,264 $1.04M 0.01% +1,376 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,322 shares; 2023Q4: 4,338 shares; 2024Q1: 4,462 shares; 2024Q2: 4,965 shares; 2024Q3: 4,720 shares; 2024Q4: 3,634 shares; 2025Q1: 5,236 shares 5,236 $1.04M 0.01% +1,602 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,831 shares; 2023Q4: 1,939 shares; 2024Q1: 1,831 shares; 2024Q2: 6,664 shares; 2024Q3: 6,954 shares; 2024Q4: 4,048 shares; 2025Q1: 4,754 shares 4,754 $1.04M 0.01% +706 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,367 shares; 2023Q4: 31,429 shares; 2024Q1: 27,459 shares; 2024Q2: 35,371 shares; 2024Q3: 34,175 shares; 2024Q4: 40,124 shares; 2025Q1: 48,622 shares 48,622 $1.04M 0.01% +8,498 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,387 shares; 2023Q4: 17,207 shares; 2024Q1: 15,965 shares; 2024Q2: 21,042 shares; 2024Q3: 46,217 shares; 2024Q4: 46,102 shares; 2025Q1: 51,124 shares 51,124 $1.04M 0.01% +5,022 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,717 shares; 2024Q3: 26,521 shares; 2024Q4: 27,545 shares; 2025Q1: 34,166 shares 34,166 $1.04M 0.01% +6,621 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,407 shares; 2023Q4: 13,664 shares; 2024Q1: 15,716 shares; 2024Q2: 16,807 shares; 2024Q3: 17,776 shares; 2024Q4: 23,581 shares; 2025Q1: 26,270 shares 26,270 $1.03M 0.01% +2,689 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,421 shares; 2023Q4: 13,250 shares; 2024Q1: 24,067 shares; 2024Q2: 24,002 shares; 2024Q3: 21,576 shares; 2024Q4: 24,525 shares; 2025Q1: 40,684 shares 40,684 $1.03M 0.01% +16,159 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,811 shares; 2023Q4: 27,179 shares; 2024Q1: 29,319 shares; 2024Q2: 28,525 shares; 2024Q3: 28,909 shares; 2024Q4: 28,267 shares; 2025Q1: 25,767 shares 25,767 $1.03M 0.01% -2,500 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,905 shares; 2024Q4: 19,121 shares; 2025Q1: 24,799 shares 24,799 $1.03M 0.01% +5,678 Timeline KBWP 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,274 shares 8,274 $1.03M 0.01% new Timeline KAPR 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: 130,043 shares; 2023Q4: 34,617 shares; 2024Q1: 30,517 shares; 2024Q2: 33,364 shares; 2024Q3: 33,682 shares; 2024Q4: 33,598 shares; 2025Q1: 33,398 shares 33,398 $1.03M 0.01% -200 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,402 shares; 2023Q4: 7,816 shares; 2024Q1: 7,318 shares; 2024Q2: 20,050 shares; 2024Q3: 18,167 shares; 2024Q4: 16,786 shares; 2025Q1: 18,202 shares 18,202 $1.03M 0.01% +1,416 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,389 shares; 2024Q4: 39,174 shares; 2025Q1: 41,001 shares 41,001 $1.03M 0.01% +1,827 Timeline EZM 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: 5,286 shares; 2023Q4: 3,706 shares; 2024Q1: 3,679 shares; 2024Q2: 9,300 shares; 2024Q3: 9,425 shares; 2024Q4: 11,998 shares; 2025Q1: 17,211 shares 17,211 $1.03M 0.01% +5,213 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY 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: 13,428 shares; 2025Q1: 19,146 shares 19,146 $1.02M 0.01% +5,718 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,480 shares; 2023Q4: 3,397 shares; 2024Q1: 3,418 shares; 2024Q2: 3,734 shares; 2024Q3: 4,032 shares; 2024Q4: 8,687 shares; 2025Q1: 6,008 shares 6,008 $1.02M 0.01% -2,679 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,115 shares; 2024Q2: 5,296 shares; 2024Q3: 5,692 shares; 2024Q4: 5,581 shares; 2025Q1: 6,165 shares 6,165 $1.02M 0.01% +584 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,859 shares; 2024Q3: 7,179 shares; 2024Q4: 7,194 shares; 2025Q1: 4,377 shares 4,377 $1.02M 0.01% -2,817 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,117 shares; 2024Q3: 9,845 shares; 2024Q4: 9,831 shares; 2025Q1: 10,054 shares 10,054 $1.02M 0.01% +223 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,016 shares; 2023Q4: 6,815 shares; 2024Q1: 7,839 shares; 2024Q2: 16,422 shares; 2024Q3: 10,692 shares; 2024Q4: 10,605 shares; 2025Q1: 11,116 shares 11,116 $1.02M 0.01% +511 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 2,211 shares; 2025Q1: 10,692 shares 10,692 $1.02M 0.01% +8,481 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,824 shares; 2023Q4: 24,275 shares; 2024Q1: 18,016 shares; 2024Q2: 17,424 shares; 2024Q3: 17,207 shares; 2024Q4: 16,863 shares; 2025Q1: 33,274 shares 33,274 $1.01M 0.01% +16,411 Timeline HERD 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: 8,074 shares; 2023Q4: 14,596 shares; 2024Q1: 19,854 shares; 2024Q2: 19,109 shares; 2024Q3: 20,133 shares; 2024Q4: 21,843 shares; 2025Q1: 26,944 shares 26,944 $1.01M 0.01% +5,101 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,150 shares; 2023Q4: 1,227 shares; 2024Q1: 1,269 shares; 2024Q2: 2,275 shares; 2024Q3: 2,293 shares; 2024Q4: 1,549 shares; 2025Q1: 2,735 shares 2,735 $1M 0.01% +1,186 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,204 shares; 2024Q4: 27,450 shares; 2025Q1: 28,623 shares 28,623 $998K 0.01% +1,173 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,743 shares; 2023Q4: 17,295 shares; 2024Q1: 13,182 shares; 2024Q2: 15,285 shares; 2024Q3: 17,353 shares; 2024Q4: 15,984 shares; 2025Q1: 20,643 shares 20,643 $997K 0.01% +4,659 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 8,256 shares; 2024Q3: 7,357 shares; 2024Q4: 7,177 shares; 2025Q1: 7,675 shares 7,675 $993K 0.01% +498 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,982 shares; 2023Q4: 4,553 shares; 2024Q1: 4,094 shares; 2024Q2: 6,211 shares; 2024Q3: 5,106 shares; 2024Q4: 6,014 shares; 2025Q1: 10,995 shares 10,995 $991K 0.01% +4,981 Timeline SPSC SPS COMM INC More: the full row for SPS COMM 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: 6,857 shares; 2024Q3: 6,665 shares; 2024Q4: 7,706 shares; 2025Q1: 7,443 shares 7,443 $988K 0.01% -263 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 33,392 shares; 2023Q4: 12,869 shares; 2024Q1: 12,868 shares; 2024Q2: 12,339 shares; 2024Q3: 12,151 shares; 2024Q4: 36,737 shares; 2025Q1: 37,647 shares 37,647 $986K 0.01% +910 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,086 shares; 2024Q1: 27,266 shares; 2024Q2: 18,384 shares; 2024Q3: 18,667 shares; 2024Q4: 21,961 shares; 2025Q1: 33,108 shares 33,108 $983K 0.01% +11,147 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,665 shares; 2023Q4: 1,558 shares; 2024Q1: 1,701 shares; 2024Q2: 4,314 shares; 2024Q3: 6,354 shares; 2024Q4: 6,391 shares; 2025Q1: 5,817 shares 5,817 $982K 0.01% -574 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,471 shares; 2023Q4: 5,874 shares; 2024Q1: 6,189 shares; 2024Q2: 6,741 shares; 2024Q3: 7,990 shares; 2024Q4: 8,738 shares; 2025Q1: 8,089 shares 8,089 $978K 0.01% -649 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,357 shares; 2024Q1: 2,631 shares; 2024Q2: 5,745 shares; 2024Q3: 5,450 shares; 2024Q4: 5,722 shares; 2025Q1: 6,498 shares 6,498 $973K 0.01% +776 Timeline SF STIFEL FINL CORP More: the full row for STIFEL 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: 10,379 shares; 2024Q3: 10,604 shares; 2024Q4: 10,945 shares; 2025Q1: 10,322 shares 10,322 $973K 0.01% -623 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,889 shares; 2024Q2: 2,183 shares; 2024Q3: 5,769 shares; 2024Q4: 6,191 shares; 2025Q1: 6,410 shares 6,410 $973K 0.01% +219 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,328 shares; 2024Q3: 22,430 shares; 2024Q4: 29,279 shares; 2025Q1: 40,003 shares 40,003 $972K 0.01% +10,724 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,735 shares; 2023Q4: 7,752 shares; 2024Q1: 7,944 shares; 2024Q2: 17,635 shares; 2024Q3: 18,303 shares; 2024Q4: 18,577 shares; 2025Q1: 15,653 shares 15,653 $972K 0.01% -2,924 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,686 shares; 2023Q4: 53,471 shares; 2024Q1: 47,509 shares; 2024Q2: 74,616 shares; 2024Q3: 72,005 shares; 2024Q4: 77,711 shares; 2025Q1: 60,782 shares 60,782 $972K 0.01% -16,929 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS 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: 9,861 shares; 2024Q3: 9,827 shares; 2024Q4: 8,872 shares; 2025Q1: 8,465 shares 8,465 $966K 0.01% -407 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,887 shares; 2023Q4: 10,887 shares; 2024Q1: 10,887 shares; 2024Q2: 10,685 shares; 2024Q3: 10,685 shares; 2024Q4: 10,998 shares; 2025Q1: 9,583 shares 9,583 $965K 0.01% -1,415 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,625 shares; 2023Q4: 10,490 shares; 2024Q1: 11,396 shares; 2024Q2: 9,609 shares; 2024Q3: 9,186 shares; 2024Q4: 9,176 shares; 2025Q1: 11,053 shares 11,053 $964K 0.01% +1,877 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,455 shares; 2023Q4: 15,049 shares; 2024Q1: 14,816 shares; 2024Q2: 15,118 shares; 2024Q3: 14,765 shares; 2024Q4: 14,130 shares; 2025Q1: 14,094 shares 14,094 $963K 0.01% -36 Timeline CDX 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: 22,914 shares; 2023Q4: 35,888 shares; 2024Q1: 43,088 shares; 2024Q2: 42,265 shares; 2024Q3: 39,422 shares; 2024Q4: 37,954 shares; 2025Q1: 41,902 shares 41,902 $961K 0.01% +3,948 Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,549 shares; 2023Q4: 37,426 shares; 2024Q1: 40,337 shares; 2024Q2: 41,830 shares; 2024Q3: 36,704 shares; 2024Q4: 28,389 shares; 2025Q1: 21,333 shares 21,333 $958K 0.01% -7,056 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39,242 shares; 2024Q3: 61,853 shares; 2024Q4: 56,913 shares; 2025Q1: 70,340 shares 70,340 $958K 0.01% +13,427 Timeline BSCU 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: 12,000 shares; 2023Q4: not reported; 2024Q1: 12,949 shares; 2024Q2: 19,045 shares; 2024Q3: 28,833 shares; 2024Q4: 51,731 shares; 2025Q1: 57,711 shares 57,711 $957K 0.01% +5,980 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,076 shares; 2023Q4: 9,991 shares; 2024Q1: 10,102 shares; 2024Q2: 9,775 shares; 2024Q3: 8,596 shares; 2024Q4: 7,878 shares; 2025Q1: 8,685 shares 8,685 $957K 0.01% +807 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 137,063 shares; 2023Q4: 175,725 shares; 2024Q1: 65,703 shares; 2024Q2: 58,875 shares; 2024Q3: 39,831 shares; 2024Q4: 36,069 shares; 2025Q1: 42,469 shares 42,469 $956K 0.01% +6,400 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,150 shares; 2023Q4: 2,186 shares; 2024Q1: 2,314 shares; 2024Q2: 3,298 shares; 2024Q3: 3,577 shares; 2024Q4: 3,602 shares; 2025Q1: 4,399 shares 4,399 $955K 0.01% +797 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,191 shares; 2023Q4: 12,987 shares; 2024Q1: 10,073 shares; 2024Q2: 11,913 shares; 2024Q3: 10,195 shares; 2024Q4: 14,436 shares; 2025Q1: 47,707 shares 47,707 $954K 0.01% +33,271 Timeline IYH 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: 7,729 shares; 2023Q4: 7,087 shares; 2024Q1: 35,712 shares; 2024Q2: 27,692 shares; 2024Q3: 17,310 shares; 2024Q4: 14,389 shares; 2025Q1: 15,615 shares 15,615 $951K 0.01% +1,226 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,081 shares; 2023Q4: 18,181 shares; 2024Q1: 16,384 shares; 2024Q2: 10,399 shares; 2024Q3: 10,958 shares; 2024Q4: 11,582 shares; 2025Q1: 11,362 shares 11,362 $950K 0.01% -220 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,449 shares; 2023Q4: 83,718 shares; 2024Q1: 83,823 shares; 2024Q2: 89,045 shares; 2024Q3: 99,874 shares; 2024Q4: 100,646 shares; 2025Q1: 14,461 shares 14,461 $949K 0.01% -86,185 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,697 shares; 2024Q3: 17,819 shares; 2024Q4: 6,856 shares; 2025Q1: 7,370 shares 7,370 $948K 0.01% +514 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS 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: 11,263 shares; 2024Q3: 11,044 shares; 2024Q4: 10,139 shares; 2025Q1: 16,131 shares 16,131 $946K 0.01% +5,992 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,153 shares; 2023Q4: 3,834 shares; 2024Q1: 6,225 shares; 2024Q2: 60,341 shares; 2024Q3: 64,474 shares; 2024Q4: 49,513 shares; 2025Q1: 30,723 shares 30,723 $946K 0.01% -18,790 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 33,118 shares; 2023Q4: 32,342 shares; 2024Q1: 29,112 shares; 2024Q2: 27,365 shares; 2024Q3: 23,815 shares; 2024Q4: 23,798 shares; 2025Q1: 28,151 shares 28,151 $945K 0.01% +4,353 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,159 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,772 shares; 2024Q3: 4,962 shares; 2024Q4: 4,941 shares; 2025Q1: 5,169 shares 5,169 $944K 0.01% +228 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,407 shares; 2023Q4: 3,777 shares; 2024Q1: 3,950 shares; 2024Q2: 17,939 shares; 2024Q3: 17,527 shares; 2024Q4: 13,433 shares; 2025Q1: 16,226 shares 16,226 $943K 0.01% +2,793 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 654 shares; 2023Q4: 818 shares; 2024Q1: 729 shares; 2024Q2: 2,044 shares; 2024Q3: 3,861 shares; 2024Q4: 3,947 shares; 2025Q1: 3,327 shares 3,327 $942K 0.01% -620 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT 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: 24,728 shares 24,728 $938K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 66,829 shares; 2023Q4: 81,758 shares; 2024Q1: 97,219 shares; 2024Q2: 98,929 shares; 2024Q3: 93,699 shares; 2024Q4: 74,756 shares; 2025Q1: 80,444 shares 80,444 $936K 0.01% +5,688 Timeline DGS 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: 5,424 shares; 2023Q4: 4,482 shares; 2024Q1: 3,954 shares; 2024Q2: 17,806 shares; 2024Q3: 18,020 shares; 2024Q4: 18,149 shares; 2025Q1: 19,321 shares 19,321 $933K 0.01% +1,172 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,196 shares; 2024Q1: 4,702 shares; 2024Q2: 7,801 shares; 2024Q3: 5,690 shares; 2024Q4: 9,105 shares; 2025Q1: 10,136 shares 10,136 $933K 0.01% +1,031 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,407 shares; 2023Q4: 36,830 shares; 2024Q1: 38,162 shares; 2024Q2: 38,298 shares; 2024Q3: 38,607 shares; 2024Q4: 42,277 shares; 2025Q1: 44,144 shares 44,144 $931K 0.01% +1,867 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 7,992 shares; 2024Q3: 7,818 shares; 2024Q4: 9,645 shares; 2025Q1: 10,516 shares 10,516 $929K 0.01% +871 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,150 shares; 2023Q4: 9,557 shares; 2024Q1: 8,592 shares; 2024Q2: 11,045 shares; 2024Q3: 11,361 shares; 2024Q4: 9,644 shares; 2025Q1: 10,562 shares 10,562 $929K 0.01% +918 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,819 shares; 2023Q4: 30,715 shares; 2024Q1: 30,590 shares; 2024Q2: 30,541 shares; 2024Q3: 30,756 shares; 2024Q4: 29,205 shares; 2025Q1: 30,473 shares 30,473 $927K 0.01% +1,268 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: 15,409 shares; 2024Q3: 2,937 shares; 2024Q4: 2,960 shares; 2025Q1: 4,361 shares 4,361 $926K 0.01% +1,401 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,251 shares; 2023Q4: 19,732 shares; 2024Q1: 11,815 shares; 2024Q2: 46,849 shares; 2024Q3: 61,516 shares; 2024Q4: 43,599 shares; 2025Q1: 56,660 shares 56,660 $924K 0.01% +13,061 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 522 shares; 2023Q4: 632 shares; 2024Q1: 787 shares; 2024Q2: 3,020 shares; 2024Q3: 2,935 shares; 2024Q4: 1,851 shares; 2025Q1: 2,200 shares 2,200 $924K 0.01% +349 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: 15,725 shares; 2025Q1: 30,878 shares 30,878 $922K 0.01% +15,153 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,954 shares; 2024Q4: 13,019 shares; 2025Q1: 28,558 shares 28,558 $922K 0.01% +15,539 Timeline SUSC 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: 21,926 shares; 2023Q4: 24,114 shares; 2024Q1: 31,438 shares; 2024Q2: 36,838 shares; 2024Q3: 40,262 shares; 2024Q4: 35,880 shares; 2025Q1: 39,917 shares 39,917 $920K 0.01% +4,037 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,716 shares; 2023Q4: 9,418 shares; 2024Q1: 8,610 shares; 2024Q2: 8,042 shares; 2024Q3: 6,478 shares; 2024Q4: 7,753 shares; 2025Q1: 9,621 shares 9,621 $917K 0.01% +1,868 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,751 shares; 2023Q4: 3,738 shares; 2024Q1: 4,625 shares; 2024Q2: 4,876 shares; 2024Q3: 9,712 shares; 2024Q4: 7,362 shares; 2025Q1: 8,235 shares 8,235 $917K 0.01% +873 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,373 shares; 2023Q4: 2,711 shares; 2024Q1: 2,461 shares; 2024Q2: 3,128 shares; 2024Q3: 2,931 shares; 2024Q4: 2,835 shares; 2025Q1: 4,048 shares 4,048 $916K 0.01% +1,213 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,845 shares; 2024Q3: 2,909 shares; 2024Q4: 6,698 shares; 2025Q1: 6,340 shares 6,340 $915K 0.01% -358 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,614 shares; 2023Q4: 5,322 shares; 2024Q1: 5,221 shares; 2024Q2: 11,960 shares; 2024Q3: 10,129 shares; 2024Q4: 10,296 shares; 2025Q1: 10,361 shares 10,361 $913K 0.01% +65 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,749 shares; 2023Q4: 1,650 shares; 2024Q1: 1,723 shares; 2024Q2: 3,661 shares; 2024Q3: 3,672 shares; 2024Q4: 4,971 shares; 2025Q1: 5,300 shares 5,300 $912K 0.01% +329 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,826 shares; 2024Q1: 3,301 shares; 2024Q2: 3,376 shares; 2024Q3: 5,036 shares; 2024Q4: 7,122 shares; 2025Q1: 7,889 shares 7,889 $912K 0.01% +767 Timeline KJUL 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: 100,627 shares; 2023Q4: 37,378 shares; 2024Q1: 36,998 shares; 2024Q2: 35,938 shares; 2024Q3: 35,630 shares; 2024Q4: 33,630 shares; 2025Q1: 32,596 shares 32,596 $912K 0.01% -1,034 Timeline EELV 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: not reported; 2024Q2: 38,265 shares; 2024Q3: 38,669 shares; 2024Q4: 37,011 shares; 2025Q1: 37,534 shares 37,534 $911K 0.01% +523 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,992 shares; 2023Q4: 8,094 shares; 2024Q1: 8,922 shares; 2024Q2: 8,478 shares; 2024Q3: 8,583 shares; 2024Q4: 8,566 shares; 2025Q1: 8,320 shares 8,320 $909K 0.01% -246 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,454 shares; 2023Q4: not reported; 2024Q1: 9,499 shares; 2024Q2: 32,468 shares; 2024Q3: 33,706 shares; 2024Q4: 23,045 shares; 2025Q1: 33,440 shares 33,440 $908K 0.01% +10,395 HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 12,152 shares; 2024Q3: 12,462 shares; 2024Q4: 13,973 shares; 2025Q1: 15,751 shares 15,751 $905K 0.01% +1,778 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 5,023 shares; 2024Q4: 11,131 shares; 2025Q1: 13,788 shares 13,788 $903K 0.01% +2,657 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,940 shares; 2024Q3: not reported; 2024Q4: 6,884 shares; 2025Q1: 12,086 shares 12,086 $901K 0.01% +5,202 Timeline QGRO 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: 4,867 shares; 2024Q1: 5,442 shares; 2024Q2: 9,376 shares; 2024Q3: 9,676 shares; 2024Q4: 9,605 shares; 2025Q1: 9,604 shares 9,604 $900K 0.01% -1 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,728 shares; 2023Q4: 5,695 shares; 2024Q1: 5,769 shares; 2024Q2: 6,410 shares; 2024Q3: 6,091 shares; 2024Q4: 5,743 shares; 2025Q1: 8,157 shares 8,157 $898K 0.01% +2,414 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,954 shares; 2023Q4: 13,867 shares; 2024Q1: 12,860 shares; 2024Q2: 16,209 shares; 2024Q3: 16,594 shares; 2024Q4: 16,768 shares; 2025Q1: 24,663 shares 24,663 $894K 0.01% +7,895 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,231 shares; 2023Q4: 13,930 shares; 2024Q1: 12,966 shares; 2024Q2: 21,361 shares; 2024Q3: 22,427 shares; 2024Q4: 21,613 shares; 2025Q1: 21,749 shares 21,749 $892K 0.01% +136 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,826 shares; 2023Q4: 2,553 shares; 2024Q1: 2,764 shares; 2024Q2: 3,191 shares; 2024Q3: 3,024 shares; 2024Q4: 2,905 shares; 2025Q1: 2,959 shares 2,959 $887K 0.01% +54 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED 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: 1,289 shares; 2024Q3: 1,343 shares; 2024Q4: 1,354 shares; 2025Q1: 1,442 shares 1,442 $887K 0.01% +88 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,664 shares; 2023Q4: 11,967 shares; 2024Q1: 15,585 shares; 2024Q2: 27,761 shares; 2024Q3: 29,851 shares; 2024Q4: 29,093 shares; 2025Q1: 29,777 shares 29,777 $884K 0.01% +684 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,417 shares; 2023Q4: 21,378 shares; 2024Q1: 20,758 shares; 2024Q2: 20,739 shares; 2024Q3: 20,917 shares; 2024Q4: 23,397 shares; 2025Q1: 22,734 shares 22,734 $883K 0.01% -663 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,113 shares; 2023Q4: 28,315 shares; 2024Q1: 40,385 shares; 2024Q2: 84,570 shares; 2024Q3: 26,343 shares; 2024Q4: 121,053 shares; 2025Q1: 23,992 shares 23,992 $883K 0.01% -97,061 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,953 shares; 2023Q4: 22,523 shares; 2024Q1: 21,985 shares; 2024Q2: 21,772 shares; 2024Q3: 21,842 shares; 2024Q4: 21,572 shares; 2025Q1: 20,100 shares 20,100 $882K 0.01% -1,472 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34,076 shares; 2023Q4: 30,043 shares; 2024Q1: 25,141 shares; 2024Q2: 22,140 shares; 2024Q3: 20,472 shares; 2024Q4: 22,113 shares; 2025Q1: 21,393 shares 21,393 $880K 0.01% -720 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 86,815 shares; 2023Q4: 64,472 shares; 2024Q1: 16,158 shares; 2024Q2: 13,676 shares; 2024Q3: 20,698 shares; 2024Q4: 15,713 shares; 2025Q1: 15,551 shares 15,551 $880K 0.01% -162 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,614 shares; 2023Q4: 2,617 shares; 2024Q1: 2,618 shares; 2024Q2: 2,695 shares; 2024Q3: 2,372 shares; 2024Q4: 2,366 shares; 2025Q1: 2,649 shares 2,649 $877K 0.01% +283 Timeline IVOO 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: 3,392 shares; 2023Q4: 2,358 shares; 2024Q1: 2,363 shares; 2024Q2: 3,002 shares; 2024Q3: 3,796 shares; 2024Q4: 5,975 shares; 2025Q1: 8,882 shares 8,882 $877K 0.01% +2,907 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 708 shares; 2024Q2: 2,362 shares; 2024Q3: 1,922 shares; 2024Q4: 1,852 shares; 2025Q1: 2,017 shares 2,017 $876K 0.01% +165 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,731 shares; 2024Q2: 4,569 shares; 2024Q3: 4,990 shares; 2024Q4: 9,199 shares; 2025Q1: 10,349 shares 10,349 $875K 0.01% +1,150 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 24,925 shares; 2024Q3: 25,058 shares; 2024Q4: 13,436 shares; 2025Q1: 22,349 shares 22,349 $875K 0.01% +8,913 Timeline XSD 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: 1,669 shares; 2023Q4: 2,735 shares; 2024Q1: 3,114 shares; 2024Q2: 3,317 shares; 2024Q3: 3,436 shares; 2024Q4: 3,716 shares; 2025Q1: 4,328 shares 4,328 $869K 0.01% +612 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 22,889 shares; 2025Q1: 83,289 shares 83,289 $868K 0.01% +60,400 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,007 shares; 2023Q4: 23,808 shares; 2024Q1: 23,922 shares; 2024Q2: 23,887 shares; 2024Q3: 23,133 shares; 2024Q4: 24,746 shares; 2025Q1: 26,004 shares 26,004 $865K 0.01% +1,258 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,001 shares; 2024Q4: 3,995 shares; 2025Q1: 4,590 shares 4,590 $862K 0.01% +595 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V 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: 10,131 shares; 2025Q1: 9,634 shares 9,634 $858K 0.01% -497 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 10,026 shares; 2024Q3: 10,104 shares; 2024Q4: 10,175 shares; 2025Q1: 8,933 shares 8,933 $855K 0.01% -1,242 Timeline XSLV 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: 28,845 shares; 2023Q4: 14,521 shares; 2024Q1: 12,675 shares; 2024Q2: 20,955 shares; 2024Q3: 21,032 shares; 2024Q4: 21,225 shares; 2025Q1: 18,473 shares 18,473 $853K 0.01% -2,752 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,940 shares; 2023Q4: 3,447 shares; 2024Q1: 3,413 shares; 2024Q2: 4,280 shares; 2024Q3: 4,999 shares; 2024Q4: 6,832 shares; 2025Q1: 7,525 shares 7,525 $852K 0.01% +693 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,478 shares 8,478 $851K 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,935 shares; 2024Q2: 94,996 shares; 2024Q3: 105,444 shares; 2024Q4: 75,944 shares; 2025Q1: 82,960 shares 82,960 $850K 0.01% +7,016 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 30,292 shares; 2024Q3: 21,440 shares; 2024Q4: 27,428 shares; 2025Q1: 29,939 shares 29,939 $847K 0.01% +2,511 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,936 shares; 2023Q4: 6,818 shares; 2024Q1: 4,098 shares; 2024Q2: 3,033 shares; 2024Q3: 2,463 shares; 2024Q4: 3,600 shares; 2025Q1: 6,516 shares 6,516 $844K 0.01% +2,916 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,066 shares; 2023Q4: 27,265 shares; 2024Q1: 25,480 shares; 2024Q2: 26,314 shares; 2024Q3: 26,501 shares; 2024Q4: 27,636 shares; 2025Q1: 27,747 shares 27,747 $841K 0.01% +111 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,602 shares; 2023Q4: 26,676 shares; 2024Q1: 29,056 shares; 2024Q2: 29,607 shares; 2024Q3: 21,765 shares; 2024Q4: 40,343 shares; 2025Q1: 44,391 shares 44,391 $837K 0.01% +4,048 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 51,444 shares; 2023Q4: 47,561 shares; 2024Q1: 40,391 shares; 2024Q2: 41,397 shares; 2024Q3: 45,046 shares; 2024Q4: 45,816 shares; 2025Q1: 42,810 shares 42,810 $836K 0.01% -3,006 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER 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: 8,091 shares; 2024Q4: 8,735 shares; 2025Q1: 22,810 shares 22,810 $831K 0.01% +14,075 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,465 shares; 2024Q3: 25,970 shares; 2024Q4: 27,008 shares; 2025Q1: 28,008 shares 28,008 $826K 0.01% +1,000 Timeline STE STERIS PLC More: the full row for STERIS 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: 3,525 shares; 2024Q3: 3,274 shares; 2024Q4: 3,120 shares; 2025Q1: 3,631 shares 3,631 $823K <0.01% +511 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,782 shares; 2023Q4: 31,981 shares; 2024Q1: 28,068 shares; 2024Q2: 26,534 shares; 2024Q3: 23,474 shares; 2024Q4: 23,168 shares; 2025Q1: 19,562 shares 19,562 $820K <0.01% -3,606 Timeline TLTD 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: 12,201 shares; 2023Q4: 11,718 shares; 2024Q1: 11,721 shares; 2024Q2: 11,754 shares; 2024Q3: 11,763 shares; 2024Q4: 10,937 shares; 2025Q1: 10,941 shares 10,941 $819K <0.01% +4 Timeline IJUL 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: 60,141 shares; 2023Q4: 28,860 shares; 2024Q1: 28,385 shares; 2024Q2: 28,385 shares; 2024Q3: 28,630 shares; 2024Q4: 28,630 shares; 2025Q1: 28,045 shares 28,045 $817K <0.01% -585 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,267 shares; 2023Q4: 11,691 shares; 2024Q1: 12,624 shares; 2024Q2: 10,794 shares; 2024Q3: 9,366 shares; 2024Q4: 8,379 shares; 2025Q1: 9,877 shares 9,877 $816K <0.01% +1,498 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,732 shares; 2024Q1: 11,262 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 73,712 shares; 2025Q1: 77,562 shares 77,562 $813K <0.01% +3,850 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX 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: 17,113 shares; 2024Q3: 21,247 shares; 2024Q4: 12,041 shares; 2025Q1: 29,872 shares 29,872 $812K <0.01% +17,831 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 12,714 shares; 2024Q3: 12,555 shares; 2024Q4: 10,621 shares; 2025Q1: 13,852 shares 13,852 $812K <0.01% +3,231 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,172 shares; 2023Q4: 3,821 shares; 2024Q1: 5,287 shares; 2024Q2: 4,712 shares; 2024Q3: 4,959 shares; 2024Q4: 6,023 shares; 2025Q1: 6,337 shares 6,337 $810K <0.01% +314 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 650 shares; 2024Q2: 2,014 shares; 2024Q3: 2,072 shares; 2024Q4: 2,227 shares; 2025Q1: 3,593 shares 3,593 $810K <0.01% +1,366 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,994 shares; 2024Q2: 5,641 shares; 2024Q3: 6,487 shares; 2024Q4: 8,646 shares; 2025Q1: 5,999 shares 5,999 $809K <0.01% -2,647 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,829 shares; 2023Q4: 3,101 shares; 2024Q1: 3,466 shares; 2024Q2: 5,143 shares; 2024Q3: 6,074 shares; 2024Q4: 6,354 shares; 2025Q1: 6,467 shares 6,467 $809K <0.01% +113 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,631 shares; 2024Q1: 18,053 shares; 2024Q2: 22,259 shares; 2024Q3: 21,324 shares; 2024Q4: 17,746 shares; 2025Q1: 19,636 shares 19,636 $807K <0.01% +1,890 Timeline IOCT 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: 49,860 shares; 2023Q4: 21,279 shares; 2024Q1: 21,150 shares; 2024Q2: 21,150 shares; 2024Q3: 21,150 shares; 2024Q4: 28,601 shares; 2025Q1: 26,177 shares 26,177 $802K <0.01% -2,424 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,183 shares; 2023Q4: 3,483 shares; 2024Q1: 3,643 shares; 2024Q2: 14,309 shares; 2024Q3: 2,687 shares; 2024Q4: not reported; 2025Q1: 12,145 shares 12,145 $802K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,423 shares; 2023Q4: 8,487 shares; 2024Q1: 13,550 shares; 2024Q2: 13,099 shares; 2024Q3: 9,127 shares; 2024Q4: 14,429 shares; 2025Q1: 8,185 shares 8,185 $801K <0.01% -6,244 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,668 shares; 2024Q1: 1,841 shares; 2024Q2: 8,116 shares; 2024Q3: 5,076 shares; 2024Q4: 5,306 shares; 2025Q1: 4,623 shares 4,623 $799K <0.01% -683 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 5,276 shares; 2024Q4: 5,433 shares; 2025Q1: 5,934 shares 5,934 $798K <0.01% +501 Timeline BSCV 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: not reported; 2024Q3: 10,746 shares; 2024Q4: 38,267 shares; 2025Q1: 48,867 shares 48,867 $797K <0.01% +10,600 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,619 shares; 2023Q4: 36,721 shares; 2024Q1: 24,463 shares; 2024Q2: 19,649 shares; 2024Q3: 19,256 shares; 2024Q4: 21,709 shares; 2025Q1: 26,903 shares 26,903 $796K <0.01% +5,194 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,676 shares; 2023Q4: 17,477 shares; 2024Q1: 17,818 shares; 2024Q2: 19,769 shares; 2024Q3: 19,981 shares; 2024Q4: 16,248 shares; 2025Q1: 12,458 shares 12,458 $792K <0.01% -3,790 Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET 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: 34,412 shares; 2025Q1: 53,313 shares 53,313 $790K <0.01% +18,901 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE 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: 25,870 shares; 2024Q3: 25,961 shares; 2024Q4: 22,541 shares; 2025Q1: 26,794 shares 26,794 $789K <0.01% +4,253 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,965 shares; 2024Q2: 17,194 shares; 2024Q3: 12,134 shares; 2024Q4: 11,893 shares; 2025Q1: 7,667 shares 7,667 $788K <0.01% -4,226 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,628 shares; 2023Q4: not reported; 2024Q1: 1,924 shares; 2024Q2: 2,239 shares; 2024Q3: 1,580 shares; 2024Q4: 5,428 shares; 2025Q1: 6,304 shares 6,304 $788K <0.01% +876 Timeline KORP 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: 6,295 shares; 2024Q1: 6,520 shares; 2024Q2: not reported; 2024Q3: 55,952 shares; 2024Q4: 54,147 shares; 2025Q1: 16,826 shares 16,826 $786K <0.01% -37,321 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,114 shares; 2025Q1: 21,114 shares 21,114 $786K <0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 66,268 shares; 2023Q4: 25,786 shares; 2024Q1: 23,945 shares; 2024Q2: 27,034 shares; 2024Q3: 26,527 shares; 2024Q4: 23,537 shares; 2025Q1: 22,031 shares 22,031 $786K <0.01% -1,506 Timeline XYLG 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: 36,555 shares; 2023Q4: 38,655 shares; 2024Q1: 38,184 shares; 2024Q2: 37,102 shares; 2024Q3: 33,729 shares; 2024Q4: 32,571 shares; 2025Q1: 29,686 shares 29,686 $785K <0.01% -2,885 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 17,428 shares; 2025Q1: 22,744 shares 22,744 $785K <0.01% +5,316 Timeline OIH 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: 3,504 shares; 2023Q4: 3,228 shares; 2024Q1: 3,591 shares; 2024Q2: 3,467 shares; 2024Q3: 3,194 shares; 2024Q4: 4,040 shares; 2025Q1: 2,992 shares 2,992 $784K <0.01% -1,048 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,155 shares; 2023Q4: 13,353 shares; 2024Q1: 14,890 shares; 2024Q2: 11,303 shares; 2024Q3: 9,720 shares; 2024Q4: 15,108 shares; 2025Q1: 30,884 shares 30,884 $777K <0.01% +15,776 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,569 shares; 2023Q4: 6,615 shares; 2024Q1: 6,887 shares; 2024Q2: 20,709 shares; 2024Q3: 8,632 shares; 2024Q4: 9,675 shares; 2025Q1: 10,707 shares 10,707 $776K <0.01% +1,032 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT 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: 50,709 shares; 2024Q3: 52,924 shares; 2024Q4: 48,860 shares; 2025Q1: 44,418 shares 44,418 $776K <0.01% -4,442 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,626 shares; 2023Q4: 19,932 shares; 2024Q1: 13,773 shares; 2024Q2: 13,505 shares; 2024Q3: 8,767 shares; 2024Q4: 8,451 shares; 2025Q1: 8,291 shares 8,291 $775K <0.01% -160 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,933 shares; 2024Q3: 8,902 shares; 2024Q4: 9,226 shares; 2025Q1: 9,511 shares 9,511 $775K <0.01% +285 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,834 shares; 2023Q4: 1,817 shares; 2024Q1: 1,686 shares; 2024Q2: 4,030 shares; 2024Q3: 3,898 shares; 2024Q4: 3,971 shares; 2025Q1: 4,843 shares 4,843 $774K <0.01% +872 RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 15,279 shares; 2024Q1: 16,495 shares; 2024Q2: 16,467 shares; 2024Q3: 16,882 shares; 2024Q4: 18,466 shares; 2025Q1: 21,655 shares 21,655 $773K <0.01% +3,189 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX 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: 5,961 shares; 2024Q3: 5,950 shares; 2024Q4: 6,009 shares; 2025Q1: 6,001 shares 6,001 $773K <0.01% -8 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,136 shares; 2023Q4: 6,038 shares; 2024Q1: 5,673 shares; 2024Q2: 11,628 shares; 2024Q3: 13,546 shares; 2024Q4: 17,410 shares; 2025Q1: 16,247 shares 16,247 $772K <0.01% -1,163 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS 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: 14,370 shares; 2024Q3: 13,907 shares; 2024Q4: 13,633 shares; 2025Q1: 13,865 shares 13,865 $772K <0.01% +232 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,767 shares; 2023Q4: 16,948 shares; 2024Q1: 17,770 shares; 2024Q2: 28,722 shares; 2024Q3: 46,082 shares; 2024Q4: 48,129 shares; 2025Q1: 49,993 shares 49,993 $771K <0.01% +1,864 Timeline KOCT 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: 76,532 shares; 2023Q4: 26,613 shares; 2024Q1: 25,198 shares; 2024Q2: 25,109 shares; 2024Q3: 26,542 shares; 2024Q4: 28,256 shares; 2025Q1: 26,300 shares 26,300 $770K <0.01% -1,956 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 11,563 shares; 2024Q3: 13,662 shares; 2024Q4: 14,382 shares; 2025Q1: 16,270 shares 16,270 $767K <0.01% +1,888 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,799 shares; 2024Q3: 2,873 shares; 2024Q4: 2,946 shares; 2025Q1: 3,696 shares 3,696 $766K <0.01% +750 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,481 shares; 2024Q3: 2,533 shares; 2024Q4: 1,989 shares; 2025Q1: 2,340 shares 2,340 $766K <0.01% +351 Timeline USRT 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: 7,629 shares; 2023Q4: 35,282 shares; 2024Q1: 5,443 shares; 2024Q2: 9,690 shares; 2024Q3: 7,137 shares; 2024Q4: 95,368 shares; 2025Q1: 13,281 shares 13,281 $765K <0.01% -82,087 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,020 shares; 2024Q3: 4,068 shares; 2024Q4: 3,879 shares; 2025Q1: 3,877 shares 3,877 $763K <0.01% -2 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 83,688 shares; 2024Q3: 62,761 shares; 2024Q4: 17,179 shares; 2025Q1: 22,278 shares 22,278 $762K <0.01% +5,099 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,570 shares; 2024Q3: 3,837 shares; 2024Q4: 3,983 shares; 2025Q1: 6,772 shares 6,772 $762K <0.01% +2,789 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,871 shares; 2023Q4: 7,301 shares; 2024Q1: 8,897 shares; 2024Q2: 9,167 shares; 2024Q3: 11,843 shares; 2024Q4: 11,027 shares; 2025Q1: 15,118 shares 15,118 $760K <0.01% +4,091 Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,367 shares; 2024Q2: 36,586 shares; 2024Q3: 36,409 shares; 2024Q4: 32,307 shares; 2025Q1: 25,461 shares 25,461 $759K <0.01% -6,846 SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 7,466 shares; 2024Q1: 11,640 shares; 2024Q2: 13,520 shares; 2024Q3: 13,558 shares; 2024Q4: 31,166 shares; 2025Q1: 30,517 shares 30,517 $759K <0.01% -649 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,462 shares; 2023Q4: 15,825 shares; 2024Q1: 13,852 shares; 2024Q2: 14,669 shares; 2024Q3: 14,336 shares; 2024Q4: 15,250 shares; 2025Q1: 17,936 shares 17,936 $758K <0.01% +2,686 SUSL 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: 8,248 shares; 2023Q4: 8,248 shares; 2024Q1: 8,248 shares; 2024Q2: 8,461 shares; 2024Q3: 7,985 shares; 2024Q4: 7,911 shares; 2025Q1: 7,911 shares 7,911 $758K <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,969 shares; 2023Q4: 29,043 shares; 2024Q1: 28,908 shares; 2024Q2: 29,536 shares; 2024Q3: 34,250 shares; 2024Q4: 37,958 shares; 2025Q1: 36,584 shares 36,584 $757K <0.01% -1,374 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 68,240 shares; 2023Q4: 79,038 shares; 2024Q1: 45,248 shares; 2024Q2: 51,452 shares; 2024Q3: 50,509 shares; 2024Q4: 49,705 shares; 2025Q1: 39,674 shares 39,674 $757K <0.01% -10,031 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,982 shares; 2024Q2: 4,666 shares; 2024Q3: 8,564 shares; 2024Q4: 7,185 shares; 2025Q1: 6,702 shares 6,702 $755K <0.01% -483 Timeline FDLO 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: 8,672 shares; 2023Q4: 9,187 shares; 2024Q1: 9,763 shares; 2024Q2: 8,864 shares; 2024Q3: 8,831 shares; 2024Q4: 12,541 shares; 2025Q1: 12,375 shares 12,375 $750K <0.01% -166 Timeline LII LENNOX INTL INC More: the full row for LENNOX 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: 1,802 shares; 2024Q3: 1,844 shares; 2024Q4: 1,831 shares; 2025Q1: 1,337 shares 1,337 $750K <0.01% -494 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,914 shares; 2023Q4: 8,450 shares; 2024Q1: 7,749 shares; 2024Q2: 11,837 shares; 2024Q3: 11,052 shares; 2024Q4: 12,100 shares; 2025Q1: 12,912 shares 12,912 $750K <0.01% +812 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,421 shares; 2024Q3: 4,182 shares; 2024Q4: 4,800 shares; 2025Q1: 4,899 shares 4,899 $748K <0.01% +99 Timeline INDS 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: 10,895 shares; 2023Q4: 64,299 shares; 2024Q1: 80,442 shares; 2024Q2: 65,871 shares; 2024Q3: 24,261 shares; 2024Q4: 23,502 shares; 2025Q1: 20,175 shares 20,175 $746K <0.01% -3,327 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,047 shares; 2023Q4: 15,298 shares; 2024Q1: 25,862 shares; 2024Q2: 26,451 shares; 2024Q3: 27,473 shares; 2024Q4: 26,052 shares; 2025Q1: 20,626 shares 20,626 $746K <0.01% -5,426 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,298 shares; 2023Q4: 42,826 shares; 2024Q1: 42,826 shares; 2024Q2: 43,013 shares; 2024Q3: 42,826 shares; 2024Q4: 42,826 shares; 2025Q1: 42,826 shares 42,826 $745K <0.01% 0 Timeline INCM 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: 49,125 shares; 2024Q1: 69,158 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,926 shares 27,926 $744K <0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,599 shares; 2023Q4: 3,658 shares; 2024Q1: 3,660 shares; 2024Q2: 11,172 shares; 2024Q3: 11,218 shares; 2024Q4: 11,032 shares; 2025Q1: 11,089 shares 11,089 $744K <0.01% +57 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 89,063 shares; 2023Q4: 91,533 shares; 2024Q1: 93,034 shares; 2024Q2: 55,835 shares; 2024Q3: 47,733 shares; 2024Q4: 40,624 shares; 2025Q1: 39,199 shares 39,199 $743K <0.01% -1,425 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,824 shares; 2023Q4: 9,994 shares; 2024Q1: 10,240 shares; 2024Q2: 8,875 shares; 2024Q3: 8,912 shares; 2024Q4: 8,153 shares; 2025Q1: 8,018 shares 8,018 $740K <0.01% -135 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,412 shares 19,412 $740K <0.01% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,510 shares; 2023Q4: 12,209 shares; 2024Q1: 10,042 shares; 2024Q2: 9,408 shares; 2024Q3: 9,469 shares; 2024Q4: 9,290 shares; 2025Q1: 9,172 shares 9,172 $740K <0.01% -118 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,029 shares; 2023Q4: 11,212 shares; 2024Q1: 8,352 shares; 2024Q2: 14,791 shares; 2024Q3: 8,931 shares; 2024Q4: 10,520 shares; 2025Q1: 10,683 shares 10,683 $738K <0.01% +163 Timeline IBDR 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: 13,533 shares; 2023Q4: 14,368 shares; 2024Q1: 21,067 shares; 2024Q2: 23,068 shares; 2024Q3: 23,234 shares; 2024Q4: 25,744 shares; 2025Q1: 30,417 shares 30,417 $736K <0.01% +4,673 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,832 shares; 2023Q4: 12,949 shares; 2024Q1: 18,847 shares; 2024Q2: 12,413 shares; 2024Q3: 10,976 shares; 2024Q4: 11,328 shares; 2025Q1: 10,450 shares 10,450 $736K <0.01% -878 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL 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: 13,943 shares; 2024Q3: 13,988 shares; 2024Q4: 12,756 shares; 2025Q1: 12,711 shares 12,711 $735K <0.01% -45 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,859 shares; 2024Q3: 12,720 shares; 2024Q4: 11,606 shares; 2025Q1: 11,816 shares 11,816 $733K <0.01% +210 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 94,228 shares; 2024Q3: 142,324 shares; 2024Q4: 146,636 shares; 2025Q1: 65,359 shares 65,359 $731K <0.01% -81,277 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,491 shares; 2024Q1: 1,674 shares; 2024Q2: 3,798 shares; 2024Q3: 3,658 shares; 2024Q4: 3,628 shares; 2025Q1: 4,351 shares 4,351 $731K <0.01% +723 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 17,973 shares; 2024Q3: 17,607 shares; 2024Q4: 21,921 shares; 2025Q1: 23,027 shares 23,027 $730K <0.01% +1,106 Timeline NTRA NATERA INC More: the full row for NATERA 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: 8,400 shares; 2024Q3: 8,104 shares; 2024Q4: 5,635 shares; 2025Q1: 5,159 shares 5,159 $730K <0.01% -476 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,905 shares; 2024Q3: 5,692 shares; 2024Q4: 5,837 shares; 2025Q1: 5,316 shares 5,316 $729K <0.01% -521 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,043 shares; 2023Q4: 2,154 shares; 2024Q1: 2,148 shares; 2024Q2: 1,964 shares; 2024Q3: 1,932 shares; 2024Q4: 1,808 shares; 2025Q1: 2,285 shares 2,285 $727K <0.01% +477 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,092 shares; 2024Q3: 12,120 shares; 2024Q4: 7,937 shares; 2025Q1: 9,323 shares 9,323 $726K <0.01% +1,386 Timeline BXP BXP INC More: the full row for BXP 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: 6,443 shares; 2024Q3: 9,381 shares; 2024Q4: 9,449 shares; 2025Q1: 10,790 shares 10,790 $725K <0.01% +1,341 Timeline INSM INSMED INC More: the full row for INSMED 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: 6,096 shares; 2024Q3: 7,481 shares; 2024Q4: 8,967 shares; 2025Q1: 9,497 shares 9,497 $725K <0.01% +530 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,995 shares; 2024Q2: 11,375 shares; 2024Q3: 13,599 shares; 2024Q4: 12,268 shares; 2025Q1: 9,143 shares 9,143 $724K <0.01% -3,125 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,927 shares; 2023Q4: 4,639 shares; 2024Q1: 4,692 shares; 2024Q2: 4,369 shares; 2024Q3: 4,488 shares; 2024Q4: 4,400 shares; 2025Q1: 4,425 shares 4,425 $724K <0.01% +25 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,494 shares; 2023Q4: 16,675 shares; 2024Q1: 21,797 shares; 2024Q2: 23,305 shares; 2024Q3: 24,666 shares; 2024Q4: 24,462 shares; 2025Q1: 22,359 shares 22,359 $724K <0.01% -2,103 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG 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: 3,048 shares; 2024Q3: 3,325 shares; 2024Q4: 3,475 shares; 2025Q1: 3,857 shares 3,857 $723K <0.01% +382 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,409 shares; 2024Q3: 2,535 shares; 2024Q4: 5,210 shares; 2025Q1: 5,705 shares 5,705 $721K <0.01% +495 Timeline PIE 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: 168,038 shares; 2023Q4: 120,976 shares; 2024Q1: 73,967 shares; 2024Q2: 63,408 shares; 2024Q3: 62,652 shares; 2024Q4: 58,169 shares; 2025Q1: 39,668 shares 39,668 $721K <0.01% -18,501 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,577 shares; 2024Q3: 6,556 shares; 2024Q4: 6,619 shares; 2025Q1: 5,973 shares 5,973 $720K <0.01% -646 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44,898 shares; 2024Q2: 51,174 shares; 2024Q3: 42,641 shares; 2024Q4: 17,494 shares; 2025Q1: 25,445 shares 25,445 $720K <0.01% +7,951 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 450 shares; 2024Q2: 1,176 shares; 2024Q3: 1,164 shares; 2024Q4: 1,319 shares; 2025Q1: 1,505 shares 1,505 $720K <0.01% +186 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN 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: not reported; 2025Q1: 8,754 shares 8,754 $720K <0.01% new Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY 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: 5,378 shares; 2024Q3: 7,795 shares; 2024Q4: 8,033 shares; 2025Q1: 7,869 shares 7,869 $720K <0.01% -164 Timeline EJAN 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: 25,632 shares; 2023Q4: 13,326 shares; 2024Q1: 19,140 shares; 2024Q2: 17,913 shares; 2024Q3: 16,563 shares; 2024Q4: 17,404 shares; 2025Q1: 23,769 shares 23,769 $719K <0.01% +6,365 Timeline REM 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: 11,343 shares; 2024Q2: 15,260 shares; 2024Q3: 18,922 shares; 2024Q4: 25,042 shares; 2025Q1: 31,938 shares 31,938 $717K <0.01% +6,896 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,744 shares; 2024Q4: 2,103 shares; 2025Q1: 3,918 shares 3,918 $716K <0.01% +1,815 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,966 shares; 2023Q4: 3,985 shares; 2024Q1: 4,194 shares; 2024Q2: 4,135 shares; 2024Q3: 4,388 shares; 2024Q4: 7,812 shares; 2025Q1: 9,140 shares 9,140 $716K <0.01% +1,328 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,030 shares; 2024Q3: 16,852 shares; 2024Q4: 16,878 shares; 2025Q1: 16,709 shares 16,709 $715K <0.01% -169 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 70,292 shares; 2023Q4: 67,509 shares; 2024Q1: 71,216 shares; 2024Q2: 70,413 shares; 2024Q3: 70,291 shares; 2024Q4: 61,132 shares; 2025Q1: 52,878 shares 52,878 $713K <0.01% -8,254 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,716 shares; 2023Q4: 15,096 shares; 2024Q1: 15,896 shares; 2024Q2: 57,182 shares; 2024Q3: 26,225 shares; 2024Q4: 27,245 shares; 2025Q1: 25,827 shares 25,827 $712K <0.01% -1,418 Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 2,248 shares; 2024Q3: 2,465 shares; 2024Q4: 2,863 shares; 2025Q1: 3,952 shares 3,952 $712K <0.01% +1,089 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,839 shares; 2023Q4: 5,805 shares; 2024Q1: 5,324 shares; 2024Q2: 59,336 shares; 2024Q3: 61,991 shares; 2024Q4: 50,520 shares; 2025Q1: 11,154 shares 11,154 $712K <0.01% -39,366 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,295 shares; 2023Q4: 22,056 shares; 2024Q1: 21,502 shares; 2024Q2: 19,841 shares; 2024Q3: 18,600 shares; 2024Q4: 25,529 shares; 2025Q1: 37,999 shares 37,999 $711K <0.01% +12,470 Timeline VCEL VERICEL CORP More: the full row for VERICEL 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: 8,938 shares; 2024Q3: 13,569 shares; 2024Q4: 13,803 shares; 2025Q1: 15,915 shares 15,915 $710K <0.01% +2,112 Timeline FYT 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: not reported; 2023Q4: 6,175 shares; 2024Q1: 9,960 shares; 2024Q2: 14,347 shares; 2024Q3: 14,288 shares; 2024Q4: 14,627 shares; 2025Q1: 14,273 shares 14,273 $710K <0.01% -354 Timeline RWK 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: 4,544 shares; 2024Q1: 5,103 shares; 2024Q2: 5,277 shares; 2024Q3: 5,650 shares; 2024Q4: 6,393 shares; 2025Q1: 6,565 shares 6,565 $708K <0.01% +172 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,670 shares; 2023Q4: 10,059 shares; 2024Q1: 13,255 shares; 2024Q2: 14,895 shares; 2024Q3: 16,505 shares; 2024Q4: 16,192 shares; 2025Q1: 16,636 shares 16,636 $706K <0.01% +444 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 7,387 shares; 2024Q1: 7,392 shares; 2024Q2: 7,592 shares; 2024Q3: 15,261 shares; 2024Q4: 18,193 shares; 2025Q1: 21,654 shares 21,654 $706K <0.01% +3,461 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 26,333 shares; 2024Q3: 86,700 shares; 2024Q4: 129,847 shares; 2025Q1: 128,058 shares 128,058 $706K <0.01% -1,789 Timeline RINF PROSHARES TR More: the full row for PROSHARES 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: 21,526 shares 21,526 $704K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,736 shares; 2024Q2: 7,466 shares; 2024Q3: 7,057 shares; 2024Q4: 6,995 shares; 2025Q1: 7,136 shares 7,136 $704K <0.01% +141 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,382 shares; 2023Q4: 3,760 shares; 2024Q1: 4,595 shares; 2024Q2: 4,581 shares; 2024Q3: 4,572 shares; 2024Q4: 5,847 shares; 2025Q1: 6,236 shares 6,236 $704K <0.01% +389 Timeline IWX 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: 13,563 shares; 2024Q3: 6,578 shares; 2024Q4: 3,963 shares; 2025Q1: 8,540 shares 8,540 $702K <0.01% +4,577 Timeline AGGM 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: 4,196 shares; 2023Q4: 3,463 shares; 2024Q1: 3,469 shares; 2024Q2: 4,025 shares; 2024Q3: 4,006 shares; 2024Q4: 3,989 shares; 2025Q1: 6,726 shares 6,726 $700K <0.01% +2,737 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,583 shares; 2024Q2: 2,088 shares; 2024Q3: 2,667 shares; 2024Q4: 3,034 shares; 2025Q1: 3,472 shares 3,472 $700K <0.01% +438 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,979 shares; 2024Q3: 4,148 shares; 2024Q4: 4,320 shares; 2025Q1: 4,726 shares 4,726 $699K <0.01% +406 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 75,666 shares; 2024Q3: 54,598 shares; 2024Q4: 37,955 shares; 2025Q1: 68,857 shares 68,857 $698K <0.01% +30,902 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,659 shares; 2024Q1: 3,601 shares; 2024Q2: 7,059 shares; 2024Q3: 5,344 shares; 2024Q4: 7,184 shares; 2025Q1: 10,201 shares 10,201 $697K <0.01% +3,017 Timeline IYG 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: 2,423 shares; 2023Q4: 2,735 shares; 2024Q1: 7,670 shares; 2024Q2: 7,361 shares; 2024Q3: 7,118 shares; 2024Q4: 7,299 shares; 2025Q1: 8,841 shares 8,841 $694K <0.01% +1,542 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,418 shares; 2024Q1: 4,009 shares; 2024Q2: 5,137 shares; 2024Q3: 5,155 shares; 2024Q4: 6,746 shares; 2025Q1: 7,253 shares 7,253 $693K <0.01% +507 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,606 shares; 2024Q1: 5,685 shares; 2024Q2: 5,934 shares; 2024Q3: 5,705 shares; 2024Q4: 5,872 shares; 2025Q1: 10,176 shares 10,176 $693K <0.01% +4,304 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,974 shares; 2023Q4: 1,974 shares; 2024Q1: 1,843 shares; 2024Q2: 6,996 shares; 2024Q3: 6,010 shares; 2024Q4: 5,264 shares; 2025Q1: 4,286 shares 4,286 $692K <0.01% -978 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,627 shares; 2023Q4: 7,533 shares; 2024Q1: 7,690 shares; 2024Q2: 9,840 shares; 2024Q3: 9,660 shares; 2024Q4: 9,689 shares; 2025Q1: 12,079 shares 12,079 $691K <0.01% +2,390 Timeline MADE 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: 28,602 shares; 2025Q1: 29,702 shares 29,702 $689K <0.01% +1,100 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS 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: 7,016 shares; 2024Q3: 6,830 shares; 2024Q4: 7,547 shares; 2025Q1: 9,470 shares 9,470 $687K <0.01% +1,923 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 5,038 shares; 2024Q4: 5,597 shares; 2025Q1: 4,286 shares 4,286 $687K <0.01% -1,311 Timeline VERX VERTEX INC More: the full row for VERTEX 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: 16,645 shares; 2024Q3: 14,030 shares; 2024Q4: 14,959 shares; 2025Q1: 19,584 shares 19,584 $686K <0.01% +4,625 Timeline IBD 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: 25,193 shares; 2023Q4: 21,095 shares; 2024Q1: 20,889 shares; 2024Q2: 23,397 shares; 2024Q3: 25,644 shares; 2024Q4: 25,883 shares; 2025Q1: 28,865 shares 28,865 $686K <0.01% +2,982 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,889 shares; 2024Q3: 7,232 shares; 2024Q4: 7,176 shares; 2025Q1: 8,100 shares 8,100 $683K <0.01% +924 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,628 shares; 2025Q1: 10,192 shares 10,192 $680K <0.01% -1,436 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,176 shares; 2023Q4: 7,190 shares; 2024Q1: 8,758 shares; 2024Q2: 9,187 shares; 2024Q3: 9,355 shares; 2024Q4: 10,562 shares; 2025Q1: 8,928 shares 8,928 $680K <0.01% -1,634 Timeline IAPR 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: 62,930 shares; 2023Q4: 25,055 shares; 2024Q1: 24,470 shares; 2024Q2: 28,204 shares; 2024Q3: 26,095 shares; 2024Q4: 24,477 shares; 2025Q1: 24,477 shares 24,477 $674K <0.01% 0 Timeline PFIX 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: 3,515 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,904 shares 13,904 $674K <0.01% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,046 shares; 2023Q4: 8,173 shares; 2024Q1: 8,190 shares; 2024Q2: 6,690 shares; 2024Q3: 6,788 shares; 2024Q4: 7,426 shares; 2025Q1: 8,054 shares 8,054 $673K <0.01% +628 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,767 shares; 2023Q4: 13,100 shares; 2024Q1: 11,825 shares; 2024Q2: 13,150 shares; 2024Q3: 12,045 shares; 2024Q4: 12,062 shares; 2025Q1: 11,709 shares 11,709 $670K <0.01% -353 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,894 shares; 2024Q3: 4,339 shares; 2024Q4: 4,750 shares; 2025Q1: 7,017 shares 7,017 $670K <0.01% +2,267 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,464 shares; 2023Q4: 54,053 shares; 2024Q1: 45,665 shares; 2024Q2: 39,168 shares; 2024Q3: 33,213 shares; 2024Q4: 33,336 shares; 2025Q1: 35,161 shares 35,161 $669K <0.01% +1,825 Timeline GII 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: 15,232 shares; 2023Q4: 14,656 shares; 2024Q1: 13,881 shares; 2024Q2: 13,881 shares; 2024Q3: 11,936 shares; 2024Q4: 14,721 shares; 2025Q1: 10,756 shares 10,756 $667K <0.01% -3,965 Timeline NOCT 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: 14,944 shares; 2023Q4: 9,423 shares; 2024Q1: 8,916 shares; 2024Q2: 5,947 shares; 2024Q3: 6,126 shares; 2024Q4: 14,390 shares; 2025Q1: 13,391 shares 13,391 $666K <0.01% -999 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 2,754 shares; 2024Q3: 2,873 shares; 2024Q4: 2,702 shares; 2025Q1: 4,286 shares 4,286 $666K <0.01% +1,584 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 58,544 shares; 2023Q4: 17,173 shares; 2024Q1: 23,034 shares; 2024Q2: 16,022 shares; 2024Q3: 16,022 shares; 2024Q4: 15,622 shares; 2025Q1: 16,632 shares 16,632 $664K <0.01% +1,010 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,168 shares; 2024Q3: 6,525 shares; 2024Q4: 5,734 shares; 2025Q1: 7,940 shares 7,940 $663K <0.01% +2,206 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,137 shares; 2024Q3: 1,341 shares; 2024Q4: 1,882 shares; 2025Q1: 2,090 shares 2,090 $663K <0.01% +208 Timeline JPRE 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: not reported; 2025Q1: 13,733 shares 13,733 $662K <0.01% new Timeline ESGD 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: 6,814 shares; 2023Q4: 4,527 shares; 2024Q1: 4,310 shares; 2024Q2: 4,806 shares; 2024Q3: 5,188 shares; 2024Q4: 8,048 shares; 2025Q1: 8,099 shares 8,099 $662K <0.01% +51 Timeline FEMS 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,830 shares; 2024Q3: 10,122 shares; 2024Q4: 14,012 shares; 2025Q1: 17,795 shares 17,795 $661K <0.01% +3,783 Timeline QQQS 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: 12,570 shares; 2023Q4: 18,527 shares; 2024Q1: 19,953 shares; 2024Q2: 22,773 shares; 2024Q3: 26,761 shares; 2024Q4: 32,424 shares; 2025Q1: 28,221 shares 28,221 $661K <0.01% -4,203 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,951 shares; 2023Q4: 11,376 shares; 2024Q1: 11,228 shares; 2024Q2: 11,268 shares; 2024Q3: 10,775 shares; 2024Q4: 10,086 shares; 2025Q1: 10,226 shares 10,226 $658K <0.01% +140 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,361 shares; 2023Q4: 6,696 shares; 2024Q1: 6,612 shares; 2024Q2: 6,747 shares; 2024Q3: 6,849 shares; 2024Q4: 6,748 shares; 2025Q1: 7,238 shares 7,238 $658K <0.01% +490 Timeline DLS 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: 4,156 shares; 2023Q4: 5,633 shares; 2024Q1: 5,638 shares; 2024Q2: 6,547 shares; 2024Q3: 6,712 shares; 2024Q4: 9,545 shares; 2025Q1: 9,949 shares 9,949 $657K <0.01% +404 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,940 shares; 2023Q4: 27,175 shares; 2024Q1: 25,913 shares; 2024Q2: 26,076 shares; 2024Q3: 26,282 shares; 2024Q4: 26,382 shares; 2025Q1: 25,860 shares 25,860 $653K <0.01% -522 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,013 shares; 2023Q4: 3,082 shares; 2024Q1: 2,962 shares; 2024Q2: 4,629 shares; 2024Q3: 3,326 shares; 2024Q4: 3,430 shares; 2025Q1: 4,573 shares 4,573 $653K <0.01% +1,143 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,849 shares; 2023Q4: 1,758 shares; 2024Q1: 1,672 shares; 2024Q2: 2,097 shares; 2024Q3: 2,020 shares; 2024Q4: 3,201 shares; 2025Q1: 4,798 shares 4,798 $653K <0.01% +1,597 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 3,018 shares; 2024Q3: 3,485 shares; 2024Q4: 2,922 shares; 2025Q1: 3,233 shares 3,233 $652K <0.01% +311 Timeline ZHOG 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,507 shares 12,507 $649K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 9,372 shares; 2024Q3: 8,643 shares; 2024Q4: 8,835 shares; 2025Q1: 8,530 shares 8,530 $649K <0.01% -305 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,131 shares; 2024Q3: 6,311 shares; 2024Q4: 6,484 shares; 2025Q1: 6,605 shares 6,605 $647K <0.01% +121 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,596 shares; 2023Q4: 22,802 shares; 2024Q1: 22,629 shares; 2024Q2: 14,226 shares; 2024Q3: 13,800 shares; 2024Q4: 13,283 shares; 2025Q1: 13,148 shares 13,148 $646K <0.01% -135 Timeline GNOV 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: 37,897 shares; 2025Q1: 18,779 shares 18,779 $644K <0.01% -19,118 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 34,630 shares; 2023Q4: 28,231 shares; 2024Q1: 23,475 shares; 2024Q2: 124,659 shares; 2024Q3: 92,877 shares; 2024Q4: 76,930 shares; 2025Q1: 62,572 shares 62,572 $644K <0.01% -14,358 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,181 shares; 2023Q4: 2,446 shares; 2024Q1: 2,721 shares; 2024Q2: 3,527 shares; 2024Q3: 3,275 shares; 2024Q4: 1,842 shares; 2025Q1: 2,425 shares 2,425 $642K <0.01% +583 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,417 shares 25,417 $642K <0.01% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,088 shares; 2024Q3: 2,070 shares; 2024Q4: 2,184 shares; 2025Q1: 1,898 shares 1,898 $642K <0.01% -286 DNL 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: 23,264 shares; 2023Q4: 23,143 shares; 2024Q1: 17,862 shares; 2024Q2: 18,289 shares; 2024Q3: 17,902 shares; 2024Q4: 17,909 shares; 2025Q1: 17,920 shares 17,920 $639K <0.01% +11 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,500 shares; 2024Q2: 5,417 shares; 2024Q3: 5,644 shares; 2024Q4: 10,727 shares; 2025Q1: 7,981 shares 7,981 $639K <0.01% -2,746 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS 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: 4,787 shares; 2024Q3: 4,860 shares; 2024Q4: 4,695 shares; 2025Q1: 4,835 shares 4,835 $637K <0.01% +140 Timeline ALC ALCON AG More: the full row for ALCON 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: 38,018 shares; 2024Q3: 30,033 shares; 2024Q4: 26,650 shares; 2025Q1: 6,698 shares 6,698 $636K <0.01% -19,952 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,932 shares; 2024Q3: 1,957 shares; 2024Q4: 2,092 shares; 2025Q1: 2,248 shares 2,248 $635K <0.01% +156 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 2,702 shares; 2024Q3: 2,826 shares; 2024Q4: 2,817 shares; 2025Q1: 2,663 shares 2,663 $635K <0.01% -154 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,771 shares; 2023Q4: 9,224 shares; 2024Q1: 9,689 shares; 2024Q2: 9,493 shares; 2024Q3: 9,315 shares; 2024Q4: 15,970 shares; 2025Q1: 15,607 shares 15,607 $632K <0.01% -363 Timeline BALL BALL CORP More: the full row for BALL 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: 11,910 shares; 2024Q3: 12,566 shares; 2024Q4: 10,776 shares; 2025Q1: 12,132 shares 12,132 $632K <0.01% +1,356 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,726 shares; 2024Q1: 4,423 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,593 shares 11,593 $631K <0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,449 shares; 2023Q4: 8,014 shares; 2024Q1: 13,277 shares; 2024Q2: 13,719 shares; 2024Q3: 15,229 shares; 2024Q4: 16,730 shares; 2025Q1: 16,458 shares 16,458 $631K <0.01% -272 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,111 shares; 2024Q2: 18,551 shares; 2024Q3: 12,403 shares; 2024Q4: 26,456 shares; 2025Q1: 21,329 shares 21,329 $630K <0.01% -5,127 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,190 shares; 2023Q4: 30,684 shares; 2024Q1: 30,855 shares; 2024Q2: 29,900 shares; 2024Q3: 28,672 shares; 2024Q4: 26,896 shares; 2025Q1: 23,222 shares 23,222 $630K <0.01% -3,674 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,863 shares; 2024Q3: 14,025 shares; 2024Q4: 14,174 shares; 2025Q1: 14,549 shares 14,549 $630K <0.01% +375 Timeline IJAN 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: 30,757 shares; 2023Q4: 12,439 shares; 2024Q1: 17,609 shares; 2024Q2: 17,609 shares; 2024Q3: 17,609 shares; 2024Q4: 17,609 shares; 2025Q1: 19,680 shares 19,680 $629K <0.01% +2,071 Timeline ITM 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: not reported; 2023Q4: 40,741 shares; 2024Q1: not reported; 2024Q2: 7,031 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,794 shares 13,794 $628K <0.01% new Timeline YEAR 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: 9,064 shares; 2023Q4: 9,528 shares; 2024Q1: 11,231 shares; 2024Q2: 11,540 shares; 2024Q3: 11,875 shares; 2024Q4: 14,665 shares; 2025Q1: 12,389 shares 12,389 $627K <0.01% -2,276 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,056 shares; 2023Q4: 12,095 shares; 2024Q1: 12,095 shares; 2024Q2: 13,339 shares; 2024Q3: 13,668 shares; 2024Q4: 13,126 shares; 2025Q1: 17,936 shares 17,936 $627K <0.01% +4,810 Timeline VWOB 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: 5,973 shares; 2023Q4: 6,196 shares; 2024Q1: 7,551 shares; 2024Q2: 8,888 shares; 2024Q3: 8,626 shares; 2024Q4: 9,313 shares; 2025Q1: 9,734 shares 9,734 $625K <0.01% +421 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS 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: 2,153 shares; 2024Q3: 2,271 shares; 2024Q4: 2,404 shares; 2025Q1: 2,589 shares 2,589 $621K <0.01% +185 Timeline HYHG PROSHARES TR More: the full row for PROSHARES 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: 5,103 shares; 2025Q1: 9,662 shares 9,662 $619K <0.01% +4,559 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,507 shares; 2023Q4: 11,627 shares; 2024Q1: 11,835 shares; 2024Q2: 11,980 shares; 2024Q3: 13,670 shares; 2024Q4: 16,679 shares; 2025Q1: 16,038 shares 16,038 $615K <0.01% -641 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,967 shares; 2023Q4: 13,053 shares; 2024Q1: 13,884 shares; 2024Q2: 17,343 shares; 2024Q3: 17,703 shares; 2024Q4: 17,451 shares; 2025Q1: 14,165 shares 14,165 $615K <0.01% -3,286 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,352 shares; 2023Q4: 3,878 shares; 2024Q1: 4,628 shares; 2024Q2: 7,606 shares; 2024Q3: 7,581 shares; 2024Q4: 6,609 shares; 2025Q1: 4,785 shares 4,785 $615K <0.01% -1,824 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,812 shares; 2023Q4: 2,847 shares; 2024Q1: 1,676 shares; 2024Q2: 7,652 shares; 2024Q3: 4,855 shares; 2024Q4: 5,092 shares; 2025Q1: 5,345 shares 5,345 $614K <0.01% +253 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 691 shares; 2023Q4: 697 shares; 2024Q1: 703 shares; 2024Q2: 1,314 shares; 2024Q3: 2,038 shares; 2024Q4: 1,856 shares; 2025Q1: 1,685 shares 1,685 $612K <0.01% -171 Timeline INTF 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: 24,781 shares; 2023Q4: 19,744 shares; 2024Q1: 19,744 shares; 2024Q2: 19,765 shares; 2024Q3: 19,793 shares; 2024Q4: 19,781 shares; 2025Q1: 19,781 shares 19,781 $610K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: 3,995 shares; 2024Q3: 3,969 shares; 2024Q4: 3,780 shares; 2025Q1: 3,977 shares 3,977 $608K <0.01% +197 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 4,811 shares; 2024Q3: 11,896 shares; 2024Q4: 15,909 shares; 2025Q1: 17,456 shares 17,456 $608K <0.01% +1,547 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,324 shares; 2025Q1: 12,229 shares 12,229 $607K <0.01% +4,905 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,302 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,826 shares; 2024Q3: 4,129 shares; 2024Q4: 19,371 shares; 2025Q1: 25,552 shares 25,552 $603K <0.01% +6,181 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,598 shares 12,598 $602K <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,409 shares; 2024Q3: 3,691 shares; 2024Q4: 3,055 shares; 2025Q1: 3,081 shares 3,081 $601K <0.01% +26 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,096 shares; 2024Q2: 19,928 shares; 2024Q3: 22,567 shares; 2024Q4: 21,923 shares; 2025Q1: 20,137 shares 20,137 $601K <0.01% -1,786 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,281 shares; 2023Q4: 10,985 shares; 2024Q1: 10,460 shares; 2024Q2: 14,435 shares; 2024Q3: 15,015 shares; 2024Q4: 15,751 shares; 2025Q1: 17,543 shares 17,543 $601K <0.01% +1,792 Timeline VRP 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: 23,767 shares; 2023Q4: 23,609 shares; 2024Q1: 27,366 shares; 2024Q2: 26,916 shares; 2024Q3: 24,628 shares; 2024Q4: 25,977 shares; 2025Q1: 24,762 shares 24,762 $600K <0.01% -1,215 Timeline SCHJ 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: 5,669 shares; 2023Q4: 6,754 shares; 2024Q1: 6,884 shares; 2024Q2: 7,342 shares; 2024Q3: 12,622 shares; 2024Q4: 22,869 shares; 2025Q1: 24,239 shares 24,239 $597K <0.01% +1,370 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,373 shares; 2024Q2: 5,858 shares; 2024Q3: 9,123 shares; 2024Q4: 4,549 shares; 2025Q1: 5,673 shares 5,673 $597K <0.01% +1,124 Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 7,183 shares; 2024Q3: 7,340 shares; 2024Q4: 7,133 shares; 2025Q1: 7,073 shares 7,073 $597K <0.01% -60 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,989 shares; 2023Q4: 16,140 shares; 2024Q1: 16,040 shares; 2024Q2: 15,700 shares; 2024Q3: 14,305 shares; 2024Q4: 14,280 shares; 2025Q1: 14,280 shares 14,280 $597K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 592 shares; 2025Q1: 1,933 shares 1,933 $596K <0.01% +1,341 Timeline INVESCO EXCH TRD SLF IDX FD 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: 16,325 shares; 2023Q4: 17,507 shares; 2024Q1: 21,618 shares; 2024Q2: 26,305 shares; 2024Q3: 29,124 shares; 2024Q4: 33,823 shares; 2025Q1: 25,805 shares 25,805 $595K <0.01% -8,018 HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,927 shares; 2024Q4: 9,766 shares; 2025Q1: 9,321 shares 9,321 $595K <0.01% -445 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS 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: 15,035 shares; 2024Q3: 21,589 shares; 2024Q4: 14,584 shares; 2025Q1: 14,463 shares 14,463 $594K <0.01% -121 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,157 shares; 2023Q4: 18,361 shares; 2024Q1: 22,056 shares; 2024Q2: 22,186 shares; 2024Q3: 18,575 shares; 2024Q4: 21,619 shares; 2025Q1: 25,873 shares 25,873 $593K <0.01% +4,254 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,879 shares; 2023Q4: 7,970 shares; 2024Q1: 9,159 shares; 2024Q2: 10,053 shares; 2024Q3: 10,985 shares; 2024Q4: 11,017 shares; 2025Q1: 8,806 shares 8,806 $593K <0.01% -2,211 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,208 shares; 2023Q4: 10,562 shares; 2024Q1: 10,906 shares; 2024Q2: 12,372 shares; 2024Q3: 12,434 shares; 2024Q4: 13,267 shares; 2025Q1: 15,901 shares 15,901 $593K <0.01% +2,634 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 860 shares; 2024Q3: 922 shares; 2024Q4: 1,061 shares; 2025Q1: 1,000 shares 1,000 $592K <0.01% -61 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,674 shares; 2023Q4: 2,704 shares; 2024Q1: 6,552 shares; 2024Q2: 9,900 shares; 2024Q3: 3,502 shares; 2024Q4: 3,168 shares; 2025Q1: 3,572 shares 3,572 $591K <0.01% +404 Timeline KLIP KRANESHARES TRUST More: the full row for KRANESHARES 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: 17,984 shares 17,984 $591K <0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,890 shares; 2024Q3: 7,110 shares; 2024Q4: 7,640 shares; 2025Q1: 11,261 shares 11,261 $590K <0.01% +3,621 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,750 shares; 2024Q2: 12,999 shares; 2024Q3: 16,892 shares; 2024Q4: 19,343 shares; 2025Q1: 18,929 shares 18,929 $590K <0.01% -414 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT 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: 44,217 shares; 2025Q1: 45,495 shares 45,495 $587K <0.01% +1,278 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 77,775 shares; 2023Q4: 82,119 shares; 2024Q1: 90,946 shares; 2024Q2: 90,543 shares; 2024Q3: 35,893 shares; 2024Q4: 34,360 shares; 2025Q1: 32,109 shares 32,109 $586K <0.01% -2,251 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,957 shares; 2023Q4: 36,311 shares; 2024Q1: 28,085 shares; 2024Q2: 17,951 shares; 2024Q3: 12,383 shares; 2024Q4: 9,763 shares; 2025Q1: 9,493 shares 9,493 $586K <0.01% -270 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,863 shares; 2023Q4: 4,687 shares; 2024Q1: 6,120 shares; 2024Q2: 6,294 shares; 2024Q3: 6,366 shares; 2024Q4: 6,458 shares; 2025Q1: 7,928 shares 7,928 $585K <0.01% +1,470 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,628 shares 22,628 $583K <0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 3,389 shares; 2024Q3: 3,484 shares; 2024Q4: 2,821 shares; 2025Q1: 3,190 shares 3,190 $582K <0.01% +369 Timeline PKW 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: 6,541 shares; 2023Q4: 4,788 shares; 2024Q1: 5,297 shares; 2024Q2: 5,144 shares; 2024Q3: 5,150 shares; 2024Q4: 5,156 shares; 2025Q1: 5,164 shares 5,164 $582K <0.01% +8 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 4,218 shares; 2024Q3: 3,916 shares; 2024Q4: 3,530 shares; 2025Q1: 3,585 shares 3,585 $579K <0.01% +55 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,829 shares; 2023Q4: 8,204 shares; 2024Q1: 9,619 shares; 2024Q2: 7,058 shares; 2024Q3: 6,770 shares; 2024Q4: 7,154 shares; 2025Q1: 7,124 shares 7,124 $578K <0.01% -30 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH 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: 16,017 shares; 2024Q4: 14,017 shares; 2025Q1: 12,267 shares 12,267 $577K <0.01% -1,750 Timeline DENN DENNY'S CORP More: the full row for DENNY'S 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: 117,474 shares; 2024Q3: 113,761 shares; 2024Q4: 60,273 shares; 2025Q1: 156,967 shares 156,967 $576K <0.01% +96,694 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,749 shares; 2023Q4: 6,326 shares; 2024Q1: 7,086 shares; 2024Q2: 7,109 shares; 2024Q3: 7,987 shares; 2024Q4: 7,049 shares; 2025Q1: 8,446 shares 8,446 $574K <0.01% +1,397 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,476 shares; 2024Q4: 14,067 shares; 2025Q1: 14,307 shares 14,307 $571K <0.01% +240 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 765 shares; 2024Q3: 780 shares; 2024Q4: 826 shares; 2025Q1: 1,958 shares 1,958 $571K <0.01% +1,132 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS 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: 21,613 shares; 2024Q3: 23,326 shares; 2024Q4: 28,509 shares; 2025Q1: 31,935 shares 31,935 $570K <0.01% +3,426 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,280 shares; 2024Q1: 1,278 shares; 2024Q2: 1,275 shares; 2024Q3: 1,386 shares; 2024Q4: 1,742 shares; 2025Q1: 2,244 shares 2,244 $570K <0.01% +502 Timeline TAFI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,692 shares 22,692 $569K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,991 shares; 2023Q4: 16,077 shares; 2024Q1: 13,521 shares; 2024Q2: 60,089 shares; 2024Q3: 63,357 shares; 2024Q4: 76,047 shares; 2025Q1: 84,717 shares 84,717 $568K <0.01% +8,670 Timeline WDIV 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: 11,420 shares; 2023Q4: 11,020 shares; 2024Q1: 9,908 shares; 2024Q2: 9,908 shares; 2024Q3: 9,230 shares; 2024Q4: 8,691 shares; 2025Q1: 8,691 shares 8,691 $566K <0.01% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S 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: 3,372 shares; 2024Q3: 3,486 shares; 2024Q4: 3,239 shares; 2025Q1: 4,804 shares 4,804 $566K <0.01% +1,565 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,643 shares; 2023Q4: 5,985 shares; 2024Q1: 4,705 shares; 2024Q2: 7,833 shares; 2024Q3: 7,790 shares; 2024Q4: 7,649 shares; 2025Q1: 7,789 shares 7,789 $564K <0.01% +140 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,343 shares; 2023Q4: 2,365 shares; 2024Q1: 2,326 shares; 2024Q2: 2,377 shares; 2024Q3: 4,414 shares; 2024Q4: 5,083 shares; 2025Q1: 6,142 shares 6,142 $564K <0.01% +1,059 Timeline ISTB 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: 11,652 shares 11,652 $563K <0.01% new Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N 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: 17,161 shares; 2024Q3: 13,264 shares; 2024Q4: 13,310 shares; 2025Q1: 13,172 shares 13,172 $563K <0.01% -138 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,675 shares; 2023Q4: 2,798 shares; 2024Q1: not reported; 2024Q2: 2,498 shares; 2024Q3: 2,664 shares; 2024Q4: 2,715 shares; 2025Q1: 3,102 shares 3,102 $563K <0.01% +387 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,236 shares; 2023Q4: 17,677 shares; 2024Q1: 20,725 shares; 2024Q2: 21,844 shares; 2024Q3: 23,428 shares; 2024Q4: 24,152 shares; 2025Q1: 25,373 shares 25,373 $562K <0.01% +1,221 Timeline IBDY 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: 8,019 shares; 2024Q1: 11,426 shares; 2024Q2: 15,808 shares; 2024Q3: 15,979 shares; 2024Q4: 19,025 shares; 2025Q1: 21,995 shares 21,995 $562K <0.01% +2,970 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,207 shares; 2023Q4: 13,342 shares; 2024Q1: 13,120 shares; 2024Q2: 7,319 shares; 2024Q3: 7,296 shares; 2024Q4: 11,448 shares; 2025Q1: 10,972 shares 10,972 $562K <0.01% -476 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 23,037 shares; 2024Q3: 23,317 shares; 2024Q4: 22,882 shares; 2025Q1: 25,572 shares 25,572 $561K <0.01% +2,690 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,827 shares; 2024Q4: 21,155 shares; 2025Q1: 27,255 shares 27,255 $561K <0.01% +6,100 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,251 shares; 2023Q4: 10,249 shares; 2024Q1: 9,457 shares; 2024Q2: 16,080 shares; 2024Q3: 16,710 shares; 2024Q4: 19,025 shares; 2025Q1: 33,112 shares 33,112 $560K <0.01% +14,087 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,921 shares; 2023Q4: 5,087 shares; 2024Q1: 5,636 shares; 2024Q2: 5,823 shares; 2024Q3: 5,475 shares; 2024Q4: 6,736 shares; 2025Q1: 6,964 shares 6,964 $560K <0.01% +228 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,711 shares; 2024Q4: 11,980 shares; 2025Q1: 12,226 shares 12,226 $559K <0.01% +246 Timeline RSPA 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,425 shares; 2025Q1: 11,363 shares 11,363 $559K <0.01% +4,938 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 227 shares; 2023Q4: 197 shares; 2024Q1: 191 shares; 2024Q2: 273 shares; 2024Q3: 267 shares; 2024Q4: 299 shares; 2025Q1: 299 shares 299 $559K <0.01% 0 Timeline OMFS 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: 29,829 shares; 2023Q4: 61,933 shares; 2024Q1: 89,071 shares; 2024Q2: 89,257 shares; 2024Q3: 87,602 shares; 2024Q4: 87,716 shares; 2025Q1: 14,693 shares 14,693 $558K <0.01% -73,023 Timeline PIONEER MUN HIGH INCOME OPPO PIONEER MUN HIGH INCOME OPPO More: the full row for PIONEER MUN HIGH INCOME OPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,513 shares; 2024Q4: 45,538 shares; 2025Q1: 47,320 shares 47,320 $558K <0.01% +1,782 FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,498 shares; 2024Q2: 9,965 shares; 2024Q3: 10,797 shares; 2024Q4: 11,411 shares; 2025Q1: 3,541 shares 3,541 $558K <0.01% -7,870 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,718 shares; 2023Q4: 4,290 shares; 2024Q1: 4,070 shares; 2024Q2: 8,733 shares; 2024Q3: 7,264 shares; 2024Q4: 8,238 shares; 2025Q1: 7,575 shares 7,575 $558K <0.01% -663 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,700 shares; 2025Q1: 9,632 shares 9,632 $557K <0.01% -68 Timeline JIRE 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: not reported; 2025Q1: 8,735 shares 8,735 $557K <0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,162 shares; 2023Q4: 6,112 shares; 2024Q1: 7,284 shares; 2024Q2: 8,854 shares; 2024Q3: 8,238 shares; 2024Q4: 9,965 shares; 2025Q1: 10,389 shares 10,389 $555K <0.01% +424 Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: 23,480 shares; 2024Q3: 21,668 shares; 2024Q4: 16,906 shares; 2025Q1: 17,558 shares 17,558 $553K <0.01% +652 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 14,916 shares 14,916 $551K <0.01% new Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,601 shares 12,601 $549K <0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,202 shares; 2023Q4: 32,123 shares; 2024Q1: 30,395 shares; 2024Q2: 26,602 shares; 2024Q3: 31,436 shares; 2024Q4: 36,396 shares; 2025Q1: 37,392 shares 37,392 $548K <0.01% +996 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,131 shares; 2025Q1: 10,811 shares 10,811 $547K <0.01% +2,680 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,316 shares; 2023Q4: 3,503 shares; 2024Q1: 3,121 shares; 2024Q2: 10,931 shares; 2024Q3: 10,527 shares; 2024Q4: 8,153 shares; 2025Q1: 9,955 shares 9,955 $546K <0.01% +1,802 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 3,388 shares; 2024Q3: 3,742 shares; 2024Q4: 4,107 shares; 2025Q1: 4,180 shares 4,180 $545K <0.01% +73 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,194 shares; 2024Q3: 1,437 shares; 2024Q4: 1,429 shares; 2025Q1: 2,580 shares 2,580 $544K <0.01% +1,151 Timeline PSL 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: 6,883 shares; 2023Q4: 6,897 shares; 2024Q1: 6,601 shares; 2024Q2: 5,584 shares; 2024Q3: 5,162 shares; 2024Q4: 5,019 shares; 2025Q1: 5,020 shares 5,020 $544K <0.01% +1 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR 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: 2,479 shares; 2024Q4: 7,248 shares; 2025Q1: 6,873 shares 6,873 $541K <0.01% -375 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,038 shares; 2024Q2: 9,370 shares; 2024Q3: 10,721 shares; 2024Q4: 11,806 shares; 2025Q1: 14,540 shares 14,540 $540K <0.01% +2,734 Timeline PCG PG&E CORP More: the full row for PG&E 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: 35,491 shares; 2024Q3: 32,077 shares; 2024Q4: 33,707 shares; 2025Q1: 31,398 shares 31,398 $539K <0.01% -2,309 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,387 shares; 2023Q4: 5,387 shares; 2024Q1: 5,324 shares; 2024Q2: 5,408 shares; 2024Q3: 5,018 shares; 2024Q4: 7,281 shares; 2025Q1: 7,554 shares 7,554 $539K <0.01% +273 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,757 shares; 2023Q4: 4,157 shares; 2024Q1: 5,336 shares; 2024Q2: 12,575 shares; 2024Q3: 12,558 shares; 2024Q4: 9,125 shares; 2025Q1: 8,336 shares 8,336 $539K <0.01% -789 Timeline TRU TRANSUNION More: the full row for TRANSUNION 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: 6,240 shares; 2024Q4: 5,615 shares; 2025Q1: 6,484 shares 6,484 $538K <0.01% +869 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,994 shares; 2023Q4: 9,724 shares; 2024Q1: 14,230 shares; 2024Q2: 52,911 shares; 2024Q3: 41,130 shares; 2024Q4: 13,878 shares; 2025Q1: 16,765 shares 16,765 $538K <0.01% +2,887 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY 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: 7,237 shares; 2024Q3: 6,507 shares; 2024Q4: 7,293 shares; 2025Q1: 6,938 shares 6,938 $536K <0.01% -355 Timeline REMX 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: 12,073 shares; 2023Q4: 11,126 shares; 2024Q1: 14,513 shares; 2024Q2: 14,423 shares; 2024Q3: 13,603 shares; 2024Q4: 18,359 shares; 2025Q1: 13,500 shares 13,500 $534K <0.01% -4,859 Timeline TDEC 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: 25,951 shares 25,951 $532K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,352 shares; 2023Q4: 13,696 shares; 2024Q1: 14,155 shares; 2024Q2: 14,860 shares; 2024Q3: 20,939 shares; 2024Q4: 23,179 shares; 2025Q1: 21,727 shares 21,727 $530K <0.01% -1,452 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,723 shares; 2024Q2: 5,423 shares; 2024Q3: 7,060 shares; 2024Q4: 6,268 shares; 2025Q1: 4,953 shares 4,953 $529K <0.01% -1,315 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,840 shares; 2024Q2: 10,938 shares; 2024Q3: 14,707 shares; 2024Q4: 22,948 shares; 2025Q1: 20,158 shares 20,158 $528K <0.01% -2,790 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 6,389 shares; 2024Q1: not reported; 2024Q2: 15,770 shares; 2024Q3: 16,120 shares; 2024Q4: 14,619 shares; 2025Q1: 13,630 shares 13,630 $528K <0.01% -989 Timeline IDMO 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,405 shares; 2025Q1: 11,950 shares 11,950 $528K <0.01% +5,545 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,420 shares; 2023Q4: 4,730 shares; 2024Q1: 4,649 shares; 2024Q2: 13,282 shares; 2024Q3: 20,813 shares; 2024Q4: 5,583 shares; 2025Q1: 6,102 shares 6,102 $527K <0.01% +519 Timeline QYLG 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: 11,671 shares; 2023Q4: 15,403 shares; 2024Q1: 14,988 shares; 2024Q2: 16,473 shares; 2024Q3: 18,126 shares; 2024Q4: 19,113 shares; 2025Q1: 20,451 shares 20,451 $526K <0.01% +1,338 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,594 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,831 shares 15,831 $525K <0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 9,621 shares; 2024Q4: 15,581 shares; 2025Q1: 14,179 shares 14,179 $524K <0.01% -1,402 Timeline FOXA FOX CORP More: the full row for FOX 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: 9,066 shares; 2024Q3: not reported; 2024Q4: 6,582 shares; 2025Q1: 9,243 shares 9,243 $523K <0.01% +2,661 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,492 shares; 2024Q3: 6,460 shares; 2024Q4: 6,597 shares; 2025Q1: 6,737 shares 6,737 $523K <0.01% +140 Timeline BUG 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: 7,046 shares; 2024Q2: 15,828 shares; 2024Q3: 14,855 shares; 2024Q4: 14,685 shares; 2025Q1: 16,098 shares 16,098 $521K <0.01% +1,413 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM 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: 20,652 shares; 2024Q3: 20,456 shares; 2024Q4: 21,181 shares; 2025Q1: 21,276 shares 21,276 $520K <0.01% +95 CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,175 shares; 2023Q4: 6,931 shares; 2024Q1: 6,850 shares; 2024Q2: 6,813 shares; 2024Q3: 7,276 shares; 2024Q4: 7,438 shares; 2025Q1: 7,819 shares 7,819 $516K <0.01% +381 Timeline SFLO 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,013 shares 21,013 $515K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 345 shares; 2024Q1: 354 shares; 2024Q2: 718 shares; 2024Q3: 552 shares; 2024Q4: 537 shares; 2025Q1: 902 shares 902 $515K <0.01% +365 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP 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: 7,253 shares; 2024Q3: 7,261 shares; 2024Q4: 7,332 shares; 2025Q1: 6,541 shares 6,541 $514K <0.01% -791 Timeline PLUS EPLUS INC More: the full row for EPLUS 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: 10,234 shares; 2024Q3: 8,989 shares; 2024Q4: 8,959 shares; 2025Q1: 8,417 shares 8,417 $514K <0.01% -542 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,088 shares; 2023Q4: 12,082 shares; 2024Q1: 9,177 shares; 2024Q2: 8,442 shares; 2024Q3: 8,510 shares; 2024Q4: 8,746 shares; 2025Q1: 9,688 shares 9,688 $513K <0.01% +942 Timeline CERT CERTARA INC More: the full row for CERTARA 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: 56,456 shares; 2024Q3: 51,517 shares; 2024Q4: 33,857 shares; 2025Q1: 51,788 shares 51,788 $513K <0.01% +17,931 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 660 shares; 2024Q2: 3,708 shares; 2024Q3: 3,909 shares; 2024Q4: 2,635 shares; 2025Q1: 3,221 shares 3,221 $512K <0.01% +586 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 1,563 shares; 2024Q3: 794 shares; 2024Q4: 1,083 shares; 2025Q1: 1,384 shares 1,384 $510K <0.01% +301 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,345 shares; 2024Q3: 20,494 shares; 2024Q4: 19,724 shares; 2025Q1: 15,668 shares 15,668 $510K <0.01% -4,056 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,156 shares; 2025Q1: 14,227 shares 14,227 $507K <0.01% +6,071 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,473 shares; 2023Q4: 13,556 shares; 2024Q1: 11,247 shares; 2024Q2: 22,287 shares; 2024Q3: 28,113 shares; 2024Q4: 28,205 shares; 2025Q1: 33,698 shares 33,698 $506K <0.01% +5,493 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,612 shares; 2023Q4: 12,999 shares; 2024Q1: 13,918 shares; 2024Q2: 14,708 shares; 2024Q3: 17,242 shares; 2024Q4: 9,010 shares; 2025Q1: 8,417 shares 8,417 $505K <0.01% -593 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,123 shares; 2023Q4: 3,424 shares; 2024Q1: 3,042 shares; 2024Q2: 5,395 shares; 2024Q3: 4,854 shares; 2024Q4: 4,565 shares; 2025Q1: 4,119 shares 4,119 $504K <0.01% -446 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 1,125 shares; 2024Q3: 1,316 shares; 2024Q4: 1,416 shares; 2025Q1: 1,528 shares 1,528 $503K <0.01% +112 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY 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: 6,521 shares; 2024Q3: 6,355 shares; 2024Q4: 7,591 shares; 2025Q1: 6,950 shares 6,950 $503K <0.01% -641 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,879 shares; 2023Q4: 41,356 shares; 2024Q1: 39,028 shares; 2024Q2: 39,732 shares; 2024Q3: 38,250 shares; 2024Q4: 38,888 shares; 2025Q1: 46,840 shares 46,840 $503K <0.01% +7,952 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,647 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,129 shares; 2024Q3: 20,312 shares; 2024Q4: 26,494 shares; 2025Q1: 32,499 shares 32,499 $502K <0.01% +6,005 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,646 shares 14,646 $502K <0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,547 shares; 2023Q4: 22,803 shares; 2024Q1: 26,187 shares; 2024Q2: 28,089 shares; 2024Q3: 32,888 shares; 2024Q4: 60,162 shares; 2025Q1: 68,284 shares 68,284 $501K <0.01% +8,122 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,160 shares; 2023Q4: 9,212 shares; 2024Q1: 12,604 shares; 2024Q2: 20,879 shares; 2024Q3: 26,808 shares; 2024Q4: 16,398 shares; 2025Q1: 16,165 shares 16,165 $501K <0.01% -233 Timeline