CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,299 shares; 2024Q4: 579,017 shares; 2025Q1: 561,212 shares; 2025Q2: 558,813 shares; 2025Q3: 566,128 shares; 2025Q4: 552,275 shares 552,275 $11.5M 0.02% -13,853 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,945 shares; 2024Q4: 27,016 shares; 2025Q1: 27,217 shares; 2025Q2: 31,916 shares; 2025Q3: 32,970 shares; 2025Q4: 90,192 shares 90,192 $11.5M 0.02% +57,222 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 12,853 shares; 2025Q1: 29,830 shares; 2025Q2: 35,641 shares; 2025Q3: 43,856 shares; 2025Q4: 32,357 shares 32,357 $11.4M 0.02% -11,499 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,450 shares; 2024Q4: 429,568 shares; 2025Q1: 416,332 shares; 2025Q2: 416,825 shares; 2025Q3: 424,640 shares; 2025Q4: 448,957 shares 448,957 $11.3M 0.02% +24,317 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,466 shares; 2024Q4: 105,002 shares; 2025Q1: 102,059 shares; 2025Q2: 97,623 shares; 2025Q3: 93,263 shares; 2025Q4: 88,136 shares 88,136 $11.2M 0.02% -5,127 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,579 shares; 2024Q4: 38,246 shares; 2025Q1: 41,966 shares; 2025Q2: 43,585 shares; 2025Q3: 43,787 shares; 2025Q4: 40,633 shares 40,633 $11.2M 0.02% -3,154 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,493 shares; 2024Q4: 106,067 shares; 2025Q1: 90,771 shares; 2025Q2: 52,289 shares; 2025Q3: 50,970 shares; 2025Q4: 48,577 shares 48,577 $11.2M 0.02% -2,393 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,677 shares; 2024Q4: 390,873 shares; 2025Q1: 384,486 shares; 2025Q2: 239,978 shares; 2025Q3: 220,937 shares; 2025Q4: 210,322 shares 210,322 $11.1M 0.02% -10,615 Timeline SAMM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,549 shares; 2024Q4: 325,706 shares; 2025Q1: 339,102 shares; 2025Q2: 225,896 shares; 2025Q3: 329,041 shares; 2025Q4: 366,362 shares 366,362 $11M 0.02% +37,321 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209,801 shares; 2025Q2: 211,281 shares; 2025Q3: 205,757 shares; 2025Q4: 226,496 shares 226,496 $11M 0.02% +20,739 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,890 shares; 2024Q4: 33,794 shares; 2025Q1: 36,135 shares; 2025Q2: 33,567 shares; 2025Q3: 29,197 shares; 2025Q4: 28,904 shares 28,904 $11M 0.02% -293 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,702 shares; 2024Q4: 133,671 shares; 2025Q1: 143,172 shares; 2025Q2: 135,125 shares; 2025Q3: 136,640 shares; 2025Q4: 137,581 shares 137,581 $11M 0.02% +941 2026-09-30, 13G/A Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,040 shares; 2024Q4: 109,389 shares; 2025Q1: 111,029 shares; 2025Q2: 112,629 shares; 2025Q3: 114,825 shares; 2025Q4: 119,509 shares 119,509 $10.9M 0.02% +4,684 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,920 shares; 2024Q4: 735,643 shares; 2025Q1: 766,124 shares; 2025Q2: 781,143 shares; 2025Q3: 692,164 shares; 2025Q4: 708,042 shares 708,042 $10.9M 0.02% +15,878 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,577 shares; 2024Q4: 82,904 shares; 2025Q1: 136,369 shares; 2025Q2: 142,775 shares; 2025Q3: 165,268 shares; 2025Q4: 178,257 shares 178,257 $10.8M 0.02% +12,989 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,529 shares; 2024Q4: 96,693 shares; 2025Q1: 94,723 shares; 2025Q2: 92,542 shares; 2025Q3: 97,070 shares; 2025Q4: 93,318 shares 93,318 $10.8M 0.02% -3,752 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,727 shares; 2025Q1: 5,371 shares; 2025Q2: 5,351 shares; 2025Q3: 5,323 shares; 2025Q4: 5,372 shares 5,372 $10.8M 0.02% +49 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911,870 shares; 2024Q4: 492,314 shares; 2025Q1: 421,317 shares; 2025Q2: 294,856 shares; 2025Q3: 273,940 shares; 2025Q4: 292,951 shares 292,951 $10.8M 0.02% +19,011 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,784 shares; 2025Q1: 37,022 shares; 2025Q2: 38,152 shares; 2025Q3: 40,087 shares; 2025Q4: 41,329 shares 41,329 $10.7M 0.02% +1,242 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,242 shares; 2024Q4: 169,974 shares; 2025Q1: 149,236 shares; 2025Q2: 112,353 shares; 2025Q3: 114,157 shares; 2025Q4: 104,228 shares 104,228 $10.7M 0.02% -9,929 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315,233 shares; 2025Q3: 310,063 shares; 2025Q4: 302,972 shares 302,972 $10.6M 0.02% -7,091 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,163 shares; 2024Q4: 251,278 shares; 2025Q1: 270,109 shares; 2025Q2: 269,706 shares; 2025Q3: 265,888 shares; 2025Q4: 256,759 shares 256,759 $10.6M 0.02% -9,129 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,854 shares; 2024Q4: 166,689 shares; 2025Q1: 164,729 shares; 2025Q2: 149,272 shares; 2025Q3: 147,717 shares; 2025Q4: 133,249 shares 133,249 $10.5M 0.02% -14,468 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 17,753 shares; 2025Q1: 21,552 shares; 2025Q2: 110,553 shares; 2025Q3: 121,052 shares; 2025Q4: 137,992 shares 137,992 $10.5M 0.02% +16,940 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,910 shares; 2024Q4: 79,244 shares; 2025Q1: 53,574 shares; 2025Q2: 63,253 shares; 2025Q3: 71,093 shares; 2025Q4: 76,808 shares 76,808 $10.5M 0.02% +5,715 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,298 shares; 2024Q4: 307,184 shares; 2025Q1: 309,764 shares; 2025Q2: 367,389 shares; 2025Q3: 389,194 shares; 2025Q4: 457,326 shares 457,326 $10.5M 0.02% +68,132 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,963 shares; 2024Q4: 212,317 shares; 2025Q1: 247,625 shares; 2025Q2: 265,245 shares; 2025Q3: 430,595 shares; 2025Q4: 432,759 shares 432,759 $10.4M 0.02% +2,164 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,315 shares; 2024Q4: 34,417 shares; 2025Q1: 32,446 shares; 2025Q2: 33,143 shares; 2025Q3: 34,131 shares; 2025Q4: 37,457 shares 37,457 $10.4M 0.02% +3,326 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,462 shares; 2024Q4: 146,782 shares; 2025Q1: 285,772 shares; 2025Q2: 266,520 shares; 2025Q3: 260,479 shares; 2025Q4: 171,166 shares 171,166 $10.4M 0.02% -89,313 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,418 shares; 2024Q4: 47,759 shares; 2025Q1: 45,784 shares; 2025Q2: 45,722 shares; 2025Q3: 45,811 shares; 2025Q4: 66,781 shares 66,781 $10.4M 0.02% +20,970 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,727 shares; 2024Q4: 26,274 shares; 2025Q1: 26,927 shares; 2025Q2: 27,836 shares; 2025Q3: 28,504 shares; 2025Q4: 29,329 shares 29,329 $10.3M 0.02% +825 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,004 shares; 2024Q4: 177,779 shares; 2025Q1: 183,226 shares; 2025Q2: 141,640 shares; 2025Q3: 130,539 shares; 2025Q4: 126,081 shares 126,081 $10.3M 0.02% -4,458 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,704 shares; 2024Q4: 61,023 shares; 2025Q1: 47,898 shares; 2025Q2: 46,828 shares; 2025Q3: 46,526 shares; 2025Q4: 45,849 shares 45,849 $10.3M 0.02% -677 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,858 shares; 2024Q4: 102,843 shares; 2025Q1: 120,294 shares; 2025Q2: 121,353 shares; 2025Q3: 118,753 shares; 2025Q4: 131,837 shares 131,837 $10.3M 0.02% +13,084 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,585 shares; 2024Q4: 143,571 shares; 2025Q1: 142,848 shares; 2025Q2: 147,427 shares; 2025Q3: 153,958 shares; 2025Q4: 164,862 shares 164,862 $10.3M 0.02% +10,904 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,832 shares; 2024Q4: 158,327 shares; 2025Q1: 171,155 shares; 2025Q2: 173,470 shares; 2025Q3: 171,962 shares; 2025Q4: 153,701 shares 153,701 $10.3M 0.02% -18,261 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,279 shares; 2024Q4: 192,970 shares; 2025Q1: 224,420 shares; 2025Q2: 220,014 shares; 2025Q3: 218,150 shares; 2025Q4: 215,649 shares 215,649 $10.2M 0.02% -2,501 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,618 shares; 2024Q4: 33,497 shares; 2025Q1: 31,450 shares; 2025Q2: 28,653 shares; 2025Q3: 47,042 shares; 2025Q4: 48,774 shares 48,774 $10.2M 0.02% +1,732 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,827 shares 124,827 $10.2M 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,917 shares; 2024Q4: 197,077 shares; 2025Q1: 193,444 shares; 2025Q2: 257,810 shares; 2025Q3: 254,707 shares; 2025Q4: 251,969 shares 251,969 $10.1M 0.02% -2,738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,110 shares; 2024Q4: 37,110 shares; 2025Q1: 37,110 shares; 2025Q2: 37,110 shares; 2025Q3: 37,110 shares; 2025Q4: 388,852 shares 388,852 $10.1M 0.02% +351,742 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,572 shares; 2024Q4: 113,468 shares; 2025Q1: 114,150 shares; 2025Q2: 114,128 shares; 2025Q3: 131,662 shares; 2025Q4: 99,762 shares 99,762 $10.1M 0.02% -31,900 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,046 shares; 2024Q4: 187,933 shares; 2025Q1: 187,541 shares; 2025Q2: 183,406 shares; 2025Q3: 188,292 shares; 2025Q4: 209,822 shares 209,822 $10M 0.02% +21,530 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 466,238 shares 466,238 $10M 0.02% new Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,935 shares; 2024Q4: 155,387 shares; 2025Q1: 158,774 shares; 2025Q2: 155,974 shares; 2025Q3: 152,301 shares; 2025Q4: 135,596 shares 135,596 $9.98M 0.02% -16,705 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,530 shares; 2025Q4: 110,700 shares 110,700 $9.71M 0.02% +14,170 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,872 shares; 2024Q4: 61,356 shares; 2025Q1: 55,126 shares; 2025Q2: 43,657 shares; 2025Q3: 40,406 shares; 2025Q4: 80,644 shares 80,644 $9.63M 0.02% +40,238 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,254 shares; 2024Q4: 40,462 shares; 2025Q1: 40,504 shares; 2025Q2: 38,772 shares; 2025Q3: 42,185 shares; 2025Q4: 42,150 shares 42,150 $9.61M 0.01% -35 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,791 shares; 2024Q4: 760,788 shares; 2025Q1: 734,569 shares; 2025Q2: 734,018 shares; 2025Q3: 631,014 shares; 2025Q4: 144,533 shares 144,533 $9.61M 0.01% -486,481 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,867 shares; 2024Q4: 117,353 shares; 2025Q1: 100,722 shares; 2025Q2: 112,064 shares; 2025Q3: 130,322 shares; 2025Q4: 137,338 shares 137,338 $9.57M 0.01% +7,016 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,014 shares; 2025Q3: not reported; 2025Q4: 190,010 shares 190,010 $9.48M 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,354 shares; 2024Q4: 143,755 shares; 2025Q1: 137,266 shares; 2025Q2: 145,748 shares; 2025Q3: 102,083 shares; 2025Q4: 100,406 shares 100,406 $9.45M 0.01% -1,677 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,751 shares; 2024Q4: 84,596 shares; 2025Q1: 85,131 shares; 2025Q2: 69,062 shares; 2025Q3: 69,492 shares; 2025Q4: 68,385 shares 68,385 $9.43M 0.01% -1,107 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,578 shares; 2025Q4: 240,610 shares 240,610 $9.43M 0.01% +86,032 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,254 shares; 2024Q4: 149,652 shares; 2025Q1: 155,218 shares; 2025Q2: 154,439 shares; 2025Q3: 155,727 shares; 2025Q4: 147,094 shares 147,094 $9.42M 0.01% -8,633 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,811 shares; 2024Q4: 16,697 shares; 2025Q1: 14,484 shares; 2025Q2: 3,234 shares; 2025Q3: 4,544 shares; 2025Q4: 59,468 shares 59,468 $9.39M 0.01% +54,924 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 11,818 shares; 2025Q1: 11,977 shares; 2025Q2: 12,269 shares; 2025Q3: 12,368 shares; 2025Q4: 12,241 shares 12,241 $9.38M 0.01% -127 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,726 shares; 2024Q4: 274,777 shares; 2025Q1: 281,261 shares; 2025Q2: 217,045 shares; 2025Q3: 168,029 shares; 2025Q4: 156,343 shares 156,343 $9.37M 0.01% -11,686 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,482 shares; 2024Q4: 48,426 shares; 2025Q1: 57,062 shares; 2025Q2: 59,807 shares; 2025Q3: 90,848 shares; 2025Q4: 95,594 shares 95,594 $9.36M 0.01% +4,746 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,589 shares; 2024Q4: 22,194 shares; 2025Q1: 16,015 shares; 2025Q2: 16,378 shares; 2025Q3: 15,931 shares; 2025Q4: 15,434 shares 15,434 $9.34M 0.01% -497 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,841 shares; 2024Q4: 13,838 shares; 2025Q1: 15,624 shares; 2025Q2: 15,389 shares; 2025Q3: 247,992 shares; 2025Q4: 234,527 shares 234,527 $9.29M 0.01% -13,465 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,425 shares 40,425 $9.29M 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,981 shares; 2024Q4: 157,140 shares; 2025Q1: 120,897 shares; 2025Q2: 122,382 shares; 2025Q3: 111,259 shares; 2025Q4: 118,509 shares 118,509 $9.19M 0.01% +7,250 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,110 shares; 2024Q4: 32,456 shares; 2025Q1: 35,223 shares; 2025Q2: 108,854 shares; 2025Q3: 136,964 shares; 2025Q4: 148,672 shares 148,672 $9.18M 0.01% +11,708 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,196 shares; 2024Q4: 105,729 shares; 2025Q1: 107,207 shares; 2025Q2: 111,805 shares; 2025Q3: 122,806 shares; 2025Q4: 176,704 shares 176,704 $9.15M 0.01% +53,898 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,989 shares; 2024Q4: 528,774 shares; 2025Q1: 524,571 shares; 2025Q2: 516,634 shares; 2025Q3: 541,865 shares; 2025Q4: 571,685 shares 571,685 $9.11M 0.01% +29,820 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,410 shares; 2025Q4: 81,209 shares 81,209 $9.08M 0.01% +34,799 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,667 shares; 2024Q4: 112,998 shares; 2025Q1: 95,792 shares; 2025Q2: 82,561 shares; 2025Q3: 80,990 shares; 2025Q4: 75,783 shares 75,783 $9.07M 0.01% -5,207 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,278 shares 95,278 $9.06M 0.01% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,886 shares; 2024Q4: 78,743 shares; 2025Q1: 150,583 shares; 2025Q2: 149,003 shares; 2025Q3: 145,153 shares; 2025Q4: 137,533 shares 137,533 $9.05M 0.01% -7,620 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,763 shares; 2024Q4: 31,144 shares; 2025Q1: 32,165 shares; 2025Q2: 33,475 shares; 2025Q3: 33,849 shares; 2025Q4: 34,935 shares 34,935 $9.04M 0.01% +1,086 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,473 shares; 2024Q4: 253,292 shares; 2025Q1: 243,481 shares; 2025Q2: 184,205 shares; 2025Q3: 184,417 shares; 2025Q4: 269,507 shares 269,507 $8.96M 0.01% +85,090 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,978 shares; 2024Q4: 57,558 shares; 2025Q1: 61,769 shares; 2025Q2: 68,148 shares; 2025Q3: 73,713 shares; 2025Q4: 83,926 shares 83,926 $8.95M 0.01% +10,213 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,755 shares; 2024Q4: 126,687 shares; 2025Q1: 139,724 shares; 2025Q2: 109,660 shares; 2025Q3: 102,002 shares; 2025Q4: 112,952 shares 112,952 $8.91M 0.01% +10,950 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,201 shares; 2024Q4: 109,402 shares; 2025Q1: 189,474 shares; 2025Q2: 233,356 shares; 2025Q3: 272,143 shares; 2025Q4: 324,169 shares 324,169 $8.88M 0.01% +52,026 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,826 shares; 2025Q3: 79,507 shares; 2025Q4: 156,417 shares 156,417 $8.87M 0.01% +76,910 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,254 shares; 2024Q4: 20,082 shares; 2025Q1: 20,242 shares; 2025Q2: 20,707 shares; 2025Q3: 40,960 shares; 2025Q4: 40,816 shares 40,816 $8.86M 0.01% -144 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,895 shares; 2024Q4: 44,708 shares; 2025Q1: 18,536 shares; 2025Q2: 25,424 shares; 2025Q3: 55,901 shares; 2025Q4: 88,267 shares 88,267 $8.86M 0.01% +32,366 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,468 shares; 2024Q4: 62,671 shares; 2025Q1: 71,520 shares; 2025Q2: 50,898 shares; 2025Q3: 49,025 shares; 2025Q4: 43,454 shares 43,454 $8.83M 0.01% -5,571 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,925 shares; 2024Q4: 61,306 shares; 2025Q1: 64,336 shares; 2025Q2: 64,267 shares; 2025Q3: 60,377 shares; 2025Q4: 61,598 shares 61,598 $8.83M 0.01% +1,221 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,302 shares; 2024Q4: 12,110 shares; 2025Q1: 11,837 shares; 2025Q2: 21,606 shares; 2025Q3: 21,253 shares; 2025Q4: 21,369 shares 21,369 $8.82M 0.01% +116 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,669 shares; 2025Q2: 94,111 shares; 2025Q3: 114,237 shares; 2025Q4: 124,161 shares 124,161 $8.81M 0.01% +9,924 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,284 shares; 2024Q4: 124,819 shares; 2025Q1: 124,796 shares; 2025Q2: 125,218 shares; 2025Q3: 126,738 shares; 2025Q4: 132,679 shares 132,679 $8.77M 0.01% +5,941 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,334 shares; 2024Q4: 83,229 shares; 2025Q1: 83,500 shares; 2025Q2: 84,174 shares; 2025Q3: 86,380 shares; 2025Q4: 85,033 shares 85,033 $8.71M 0.01% -1,347 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,693 shares; 2024Q4: 19,254 shares; 2025Q1: 22,436 shares; 2025Q2: 15,406 shares; 2025Q3: 15,451 shares; 2025Q4: 14,995 shares 14,995 $8.55M 0.01% -456 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,035 shares; 2024Q4: 259,550 shares; 2025Q1: 240,193 shares; 2025Q2: 244,746 shares; 2025Q3: 247,619 shares; 2025Q4: 282,573 shares 282,573 $8.5M 0.01% +34,954 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,205 shares; 2024Q4: 41,089 shares; 2025Q1: 43,114 shares; 2025Q2: 43,377 shares; 2025Q3: 45,457 shares; 2025Q4: 46,472 shares 46,472 $8.46M 0.01% +1,015 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,248 shares; 2024Q4: 64,289 shares; 2025Q1: 62,925 shares; 2025Q2: 57,457 shares; 2025Q3: 56,731 shares; 2025Q4: 62,150 shares 62,150 $8.46M 0.01% +5,419 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 12,193 shares; 2025Q1: 10,035 shares; 2025Q2: 9,118 shares; 2025Q3: 37,758 shares; 2025Q4: 52,205 shares 52,205 $8.39M 0.01% +14,447 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,187 shares; 2024Q4: 76,518 shares; 2025Q1: 82,628 shares; 2025Q2: 252,849 shares; 2025Q3: 236,077 shares; 2025Q4: 241,260 shares 241,260 $8.38M 0.01% +5,183 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,215 shares; 2024Q4: 314,675 shares; 2025Q1: 306,396 shares; 2025Q2: 263,641 shares; 2025Q3: 287,786 shares; 2025Q4: 280,031 shares 280,031 $8.38M 0.01% -7,755 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,636 shares; 2024Q4: 41,868 shares; 2025Q1: 44,557 shares; 2025Q2: 44,316 shares; 2025Q3: 36,291 shares; 2025Q4: 41,898 shares 41,898 $8.37M 0.01% +5,607 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,107 shares; 2024Q4: 101,561 shares; 2025Q1: 152,906 shares; 2025Q2: 153,102 shares; 2025Q3: 127,725 shares; 2025Q4: 60,599 shares 60,599 $8.36M 0.01% -67,126 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,854 shares; 2024Q4: 180,940 shares; 2025Q1: 178,605 shares; 2025Q2: 175,343 shares; 2025Q3: 177,135 shares; 2025Q4: 171,660 shares 171,660 $8.36M 0.01% -5,475 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,317 shares; 2024Q4: 44,663 shares; 2025Q1: 42,908 shares; 2025Q2: 53,129 shares; 2025Q3: 54,032 shares; 2025Q4: 58,935 shares 58,935 $8.32M 0.01% +4,903 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,592 shares; 2024Q4: 218,207 shares; 2025Q1: 217,579 shares; 2025Q2: 201,032 shares; 2025Q3: 153,175 shares; 2025Q4: 104,085 shares 104,085 $8.31M 0.01% -49,090 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,932 shares; 2024Q4: 58,913 shares; 2025Q1: 37,905 shares; 2025Q2: 31,820 shares; 2025Q3: 112,557 shares; 2025Q4: 162,953 shares 162,953 $8.29M 0.01% +50,396 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 18,952 shares; 2025Q1: 24,504 shares; 2025Q2: 30,671 shares; 2025Q3: 27,494 shares; 2025Q4: 287,178 shares 287,178 $8.18M 0.01% +259,684 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,353 shares; 2024Q4: 62,186 shares; 2025Q1: 68,058 shares; 2025Q2: 68,433 shares; 2025Q3: 64,521 shares; 2025Q4: 68,001 shares 68,001 $8.17M 0.01% +3,480 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,985 shares; 2024Q4: 43,287 shares; 2025Q1: 40,613 shares; 2025Q2: 39,392 shares; 2025Q3: 39,239 shares; 2025Q4: 39,217 shares 39,217 $8.16M 0.01% -22 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,441 shares; 2024Q4: 19,972 shares; 2025Q1: 20,449 shares; 2025Q2: 25,424 shares; 2025Q3: 23,865 shares; 2025Q4: 31,243 shares 31,243 $8.11M 0.01% +7,378 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,535 shares; 2025Q1: 165,875 shares; 2025Q2: 167,983 shares; 2025Q3: 166,855 shares; 2025Q4: 173,774 shares 173,774 $8.1M 0.01% +6,919 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,006 shares; 2025Q1: 43,490 shares; 2025Q2: 110,708 shares; 2025Q3: 167,518 shares; 2025Q4: 253,751 shares 253,751 $8.1M 0.01% +86,233 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,017 shares; 2024Q4: 86,700 shares; 2025Q1: 83,965 shares; 2025Q2: 89,170 shares; 2025Q3: 121,636 shares; 2025Q4: 113,098 shares 113,098 $8.08M 0.01% -8,538 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,450 shares; 2025Q2: not reported; 2025Q3: 264,505 shares; 2025Q4: 271,511 shares 271,511 $8.03M 0.01% +7,006 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,190 shares; 2024Q4: 49,851 shares; 2025Q1: 81,252 shares; 2025Q2: 81,283 shares; 2025Q3: 85,254 shares; 2025Q4: 89,342 shares 89,342 $7.99M 0.01% +4,088 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698,879 shares; 2025Q3: 650,011 shares; 2025Q4: 549,401 shares 549,401 $7.99M 0.01% -100,610 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,763 shares; 2024Q4: 57,069 shares; 2025Q1: 59,500 shares; 2025Q2: 58,481 shares; 2025Q3: 57,174 shares; 2025Q4: 49,922 shares 49,922 $7.96M 0.01% -7,252 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364,724 shares 364,724 $7.95M 0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,712 shares; 2024Q4: 140,946 shares; 2025Q1: 171,736 shares; 2025Q2: 146,849 shares; 2025Q3: 122,355 shares; 2025Q4: 102,623 shares 102,623 $7.94M 0.01% -19,732 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,569 shares; 2024Q4: 517,761 shares; 2025Q1: 490,443 shares; 2025Q2: 518,461 shares; 2025Q3: 543,510 shares; 2025Q4: 515,970 shares 515,970 $7.91M 0.01% -27,540 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,183 shares; 2024Q4: 20,293 shares; 2025Q1: 20,303 shares; 2025Q2: 20,287 shares; 2025Q3: 20,406 shares; 2025Q4: 20,425 shares 20,425 $7.9M 0.01% +19 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,783 shares; 2024Q4: 125,124 shares; 2025Q1: 290,659 shares; 2025Q2: 402,466 shares; 2025Q3: 421,038 shares; 2025Q4: 488,094 shares 488,094 $7.85M 0.01% +67,056 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,780 shares; 2024Q4: 14,068 shares; 2025Q1: 55,755 shares; 2025Q2: 34,854 shares; 2025Q3: 54,481 shares; 2025Q4: 48,481 shares 48,481 $7.82M 0.01% -6,000 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,558 shares; 2024Q4: 118,120 shares; 2025Q1: 118,811 shares; 2025Q2: 110,314 shares; 2025Q3: 102,949 shares; 2025Q4: 94,557 shares 94,557 $7.82M 0.01% -8,392 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,570 shares; 2024Q4: 95,226 shares; 2025Q1: 107,119 shares; 2025Q2: 148,443 shares; 2025Q3: 153,976 shares; 2025Q4: 156,409 shares 156,409 $7.76M 0.01% +2,433 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,297 shares; 2024Q4: 89,463 shares; 2025Q1: 103,729 shares; 2025Q2: 100,457 shares; 2025Q3: 102,537 shares; 2025Q4: 39,959 shares 39,959 $7.75M 0.01% -62,578 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,489 shares; 2024Q4: 78,307 shares; 2025Q1: 80,359 shares; 2025Q2: 82,285 shares; 2025Q3: 89,670 shares; 2025Q4: 89,601 shares 89,601 $7.73M 0.01% -69 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,797 shares; 2025Q3: 105,801 shares; 2025Q4: 150,110 shares 150,110 $7.69M 0.01% +44,309 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,071 shares; 2024Q4: 58,681 shares; 2025Q1: 46,160 shares; 2025Q2: 45,794 shares; 2025Q3: 47,083 shares; 2025Q4: 107,775 shares 107,775 $7.58M 0.01% +60,692 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,895 shares; 2024Q4: 441,357 shares; 2025Q1: 461,382 shares; 2025Q2: 160,223 shares; 2025Q3: 161,061 shares; 2025Q4: 155,353 shares 155,353 $7.56M 0.01% -5,708 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196,950 shares; 2025Q2: 203,993 shares; 2025Q3: 207,616 shares; 2025Q4: 212,396 shares 212,396 $7.5M 0.01% +4,780 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 158,753 shares; 2025Q1: 130,048 shares; 2025Q2: 128,532 shares; 2025Q3: 55,396 shares; 2025Q4: 36,544 shares 36,544 $7.47M 0.01% -18,852 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,023 shares; 2024Q4: 31,260 shares; 2025Q1: 31,545 shares; 2025Q2: 33,108 shares; 2025Q3: 33,006 shares; 2025Q4: 33,194 shares 33,194 $7.47M 0.01% +188 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,860 shares; 2024Q4: 56,355 shares; 2025Q1: 56,465 shares; 2025Q2: 55,394 shares; 2025Q3: 53,423 shares; 2025Q4: 52,486 shares 52,486 $7.46M 0.01% -937 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193,707 shares; 2025Q1: 283,093 shares; 2025Q2: 313,002 shares; 2025Q3: 356,300 shares; 2025Q4: 385,598 shares 385,598 $7.44M 0.01% +29,298 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 4,114 shares; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,485 shares; 2025Q4: 123,821 shares 123,821 $7.43M 0.01% +118,336 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,089 shares; 2024Q4: 89,481 shares; 2025Q1: 90,508 shares; 2025Q2: 82,907 shares; 2025Q3: 84,969 shares; 2025Q4: 87,708 shares 87,708 $7.42M 0.01% +2,739 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,290 shares; 2024Q4: 383,748 shares; 2025Q1: 366,881 shares; 2025Q2: 524,238 shares; 2025Q3: 775,302 shares; 2025Q4: 283,295 shares 283,295 $7.38M 0.01% -492,007 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,192 shares; 2024Q4: 187,379 shares; 2025Q1: 179,549 shares; 2025Q2: 173,404 shares; 2025Q3: 172,439 shares; 2025Q4: 172,211 shares 172,211 $7.38M 0.01% -228 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,850 shares; 2024Q4: 354,010 shares; 2025Q1: 358,925 shares; 2025Q2: 355,221 shares; 2025Q3: 289,580 shares; 2025Q4: 280,135 shares 280,135 $7.38M 0.01% -9,445 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,221 shares; 2025Q1: 5,065 shares; 2025Q2: 5,397 shares; 2025Q3: 5,434 shares; 2025Q4: 5,507 shares 5,507 $7.32M 0.01% +73 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,949 shares; 2025Q3: 11,005 shares; 2025Q4: 10,835 shares 10,835 $7.3M 0.01% -170 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,323 shares; 2024Q4: 44,728 shares; 2025Q1: 54,144 shares; 2025Q2: 52,128 shares; 2025Q3: 70,430 shares; 2025Q4: 66,131 shares 66,131 $7.27M 0.01% -4,299 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,551 shares; 2024Q4: 33,257 shares; 2025Q1: 34,377 shares; 2025Q2: 32,906 shares; 2025Q3: 33,716 shares; 2025Q4: 32,814 shares 32,814 $7.2M 0.01% -902 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,207 shares; 2024Q4: 273,632 shares; 2025Q1: 283,012 shares; 2025Q2: 275,756 shares; 2025Q3: 278,153 shares; 2025Q4: 282,419 shares 282,419 $7.11M 0.01% +4,266 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,472 shares; 2024Q4: 121,173 shares; 2025Q1: 113,069 shares; 2025Q2: 120,933 shares; 2025Q3: 122,391 shares; 2025Q4: 123,615 shares 123,615 $7.11M 0.01% +1,224 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,607 shares; 2024Q4: 254,893 shares; 2025Q1: 250,064 shares; 2025Q2: 229,390 shares; 2025Q3: 202,446 shares; 2025Q4: 221,094 shares 221,094 $7.08M 0.01% +18,648 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,228 shares; 2024Q4: 68,463 shares; 2025Q1: 69,837 shares; 2025Q2: 71,171 shares; 2025Q3: 71,357 shares; 2025Q4: 74,860 shares 74,860 $7.05M 0.01% +3,503 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,181 shares; 2024Q4: 23,101 shares; 2025Q1: 42,702 shares; 2025Q2: 56,938 shares; 2025Q3: 81,677 shares; 2025Q4: 73,030 shares 73,030 $7.03M 0.01% -8,647 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212,186 shares; 2024Q4: 1,215,342 shares; 2025Q1: 1,220,946 shares; 2025Q2: 1,095,421 shares; 2025Q3: 1,011,243 shares; 2025Q4: 947,646 shares 947,646 $7.02M 0.01% -63,597 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,843 shares; 2024Q4: 156,866 shares; 2025Q1: 169,011 shares; 2025Q2: 167,146 shares; 2025Q3: 166,260 shares; 2025Q4: 163,272 shares 163,272 $7.01M 0.01% -2,988 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,450 shares; 2024Q4: 136,457 shares; 2025Q1: 123,549 shares; 2025Q2: 128,742 shares; 2025Q3: 128,982 shares; 2025Q4: 139,210 shares 139,210 $7M 0.01% +10,228 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,584 shares; 2024Q4: 861,917 shares; 2025Q1: 705,974 shares; 2025Q2: 781,062 shares; 2025Q3: 809,347 shares; 2025Q4: 404,991 shares 404,991 $6.99M 0.01% -404,356 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,677 shares; 2025Q4: 184,211 shares 184,211 $6.96M 0.01% +76,534 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 4,957 shares; 2025Q1: 5,135 shares; 2025Q2: 5,270 shares; 2025Q3: 5,378 shares; 2025Q4: 5,728 shares 5,728 $6.94M 0.01% +350 DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,639 shares; 2024Q4: 13,462 shares; 2025Q1: 12,086 shares; 2025Q2: 124,145 shares; 2025Q3: 120,906 shares; 2025Q4: 100,391 shares 100,391 $6.87M 0.01% -20,515 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,252 shares; 2024Q4: 61,293 shares; 2025Q1: 68,948 shares; 2025Q2: 66,207 shares; 2025Q3: 68,613 shares; 2025Q4: 68,739 shares 68,739 $6.84M 0.01% +126 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,879 shares; 2024Q4: 114,668 shares; 2025Q1: 110,841 shares; 2025Q2: 112,727 shares; 2025Q3: 116,787 shares; 2025Q4: 126,288 shares 126,288 $6.83M 0.01% +9,501 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,931 shares; 2025Q1: 10,663 shares; 2025Q2: 13,671 shares; 2025Q3: 20,026 shares; 2025Q4: 19,908 shares 19,908 $6.83M 0.01% -118 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176,582 shares; 2024Q4: 684,728 shares; 2025Q1: 551,295 shares; 2025Q2: 111,517 shares; 2025Q3: 109,899 shares; 2025Q4: 106,565 shares 106,565 $6.79M 0.01% -3,334 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,861 shares; 2024Q4: 80,837 shares; 2025Q1: 78,685 shares; 2025Q2: 84,454 shares; 2025Q3: 274,575 shares; 2025Q4: 258,046 shares 258,046 $6.76M 0.01% -16,529 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,976 shares; 2024Q4: 181,446 shares; 2025Q1: 202,438 shares; 2025Q2: 195,888 shares; 2025Q3: 236,597 shares; 2025Q4: 290,889 shares 290,889 $6.7M 0.01% +54,292 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,385 shares; 2024Q4: 53,705 shares; 2025Q1: 95,332 shares; 2025Q2: 167,264 shares; 2025Q3: 204,038 shares; 2025Q4: 274,277 shares 274,277 $6.68M 0.01% +70,239 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,986 shares; 2025Q4: 69,991 shares 69,991 $6.66M 0.01% -13,995 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040,730 shares; 2024Q4: 1,759,817 shares; 2025Q1: 1,342,629 shares; 2025Q2: 997,729 shares; 2025Q3: 764,817 shares; 2025Q4: 580,810 shares 580,810 $6.66M 0.01% -184,007 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229,752 shares 229,752 $6.65M 0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,543 shares; 2024Q4: 86,542 shares; 2025Q1: 87,403 shares; 2025Q2: 89,970 shares; 2025Q3: 89,855 shares; 2025Q4: 141,219 shares 141,219 $6.63M 0.01% +51,364 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,751 shares; 2024Q4: 66,510 shares; 2025Q1: 50,691 shares; 2025Q2: 45,925 shares; 2025Q3: 44,120 shares; 2025Q4: 54,090 shares 54,090 $6.6M 0.01% +9,970 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,501 shares; 2024Q4: 22,149 shares; 2025Q1: 22,381 shares; 2025Q2: 27,148 shares; 2025Q3: 26,735 shares; 2025Q4: 26,182 shares 26,182 $6.57M 0.01% -553 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,858 shares; 2024Q4: 19,789 shares; 2025Q1: 21,908 shares; 2025Q2: 23,217 shares; 2025Q3: 23,429 shares; 2025Q4: 21,808 shares 21,808 $6.57M 0.01% -1,621 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,332 shares; 2024Q4: 39,074 shares; 2025Q1: 41,534 shares; 2025Q2: 41,630 shares; 2025Q3: 41,877 shares; 2025Q4: 67,444 shares 67,444 $6.56M 0.01% +25,567 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,101 shares; 2024Q4: 143,040 shares; 2025Q1: 164,161 shares; 2025Q2: 159,732 shares; 2025Q3: 165,683 shares; 2025Q4: 133,947 shares 133,947 $6.49M 0.01% -31,736 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,125 shares; 2024Q4: 40,265 shares; 2025Q1: 36,234 shares; 2025Q2: 35,739 shares; 2025Q3: 35,079 shares; 2025Q4: 34,900 shares 34,900 $6.46M 0.01% -179 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,337 shares; 2024Q4: 54,765 shares; 2025Q1: 49,507 shares; 2025Q2: 52,111 shares; 2025Q3: 50,124 shares; 2025Q4: 47,255 shares 47,255 $6.45M 0.01% -2,869 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,117 shares; 2024Q4: 345,711 shares; 2025Q1: 341,897 shares; 2025Q2: 118,391 shares; 2025Q3: 109,209 shares; 2025Q4: 107,745 shares 107,745 $6.42M 0.01% -1,464 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,608 shares; 2025Q1: 153,464 shares; 2025Q2: 173,538 shares; 2025Q3: 179,883 shares; 2025Q4: 181,384 shares 181,384 $6.39M 0.01% +1,501 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,012 shares; 2025Q1: 5,100 shares; 2025Q2: 109,207 shares; 2025Q3: 103,200 shares; 2025Q4: 98,561 shares 98,561 $6.34M 0.01% -4,639 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,573 shares; 2024Q4: 1,009,472 shares; 2025Q1: 975,536 shares; 2025Q2: 973,411 shares; 2025Q3: 339,865 shares; 2025Q4: 170,582 shares 170,582 $6.31M 0.01% -169,283 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,130 shares; 2024Q4: 100,788 shares; 2025Q1: 103,626 shares; 2025Q2: 103,752 shares; 2025Q3: 103,700 shares; 2025Q4: 101,032 shares 101,032 $6.28M 0.01% -2,668 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 29,600 shares; 2025Q1: 102,554 shares; 2025Q2: 100,491 shares; 2025Q3: 60,977 shares; 2025Q4: 86,401 shares 86,401 $6.28M 0.01% +25,424 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,535 shares; 2024Q4: 54,591 shares; 2025Q1: 53,834 shares; 2025Q2: 63,379 shares; 2025Q3: 58,849 shares; 2025Q4: 55,434 shares 55,434 $6.26M 0.01% -3,415 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 799,804 shares; 2025Q3: 707,578 shares; 2025Q4: 692,130 shares 692,130 $6.26M 0.01% -15,448 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,867 shares; 2025Q1: 168,760 shares; 2025Q2: 173,594 shares; 2025Q3: 173,040 shares; 2025Q4: 176,749 shares 176,749 $6.25M 0.01% +3,709 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,661 shares; 2025Q4: 136,936 shares 136,936 $6.24M 0.01% +99,275 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,245 shares; 2024Q4: 44,156 shares; 2025Q1: 54,217 shares; 2025Q2: 63,125 shares; 2025Q3: 68,544 shares; 2025Q4: 80,000 shares 80,000 $6.21M 0.01% +11,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 75,992 shares; 2025Q1: 244,640 shares; 2025Q2: 192,978 shares; 2025Q3: 216,038 shares; 2025Q4: 121,576 shares 121,576 $6.14M 0.01% -94,462 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,722 shares; 2024Q4: 801,055 shares; 2025Q1: 860,414 shares; 2025Q2: 906,402 shares; 2025Q3: 954,285 shares; 2025Q4: 1,043,067 shares 1,043,067 $6.13M 0.01% +88,782 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,234 shares; 2024Q4: 462,988 shares; 2025Q1: 411,672 shares; 2025Q2: 410,192 shares; 2025Q3: 402,667 shares; 2025Q4: 312,765 shares 312,765 $6.11M 0.01% -89,902 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500,499 shares; 2025Q2: 1,000,711 shares; 2025Q3: 876,927 shares; 2025Q4: 773,428 shares 773,428 $6.1M 0.01% -103,499 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,299 shares; 2024Q4: 122,153 shares; 2025Q1: 121,719 shares; 2025Q2: 122,229 shares; 2025Q3: 123,827 shares; 2025Q4: 127,471 shares 127,471 $6.09M 0.01% +3,644 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,599 shares; 2024Q4: 64,356 shares; 2025Q1: 153,909 shares; 2025Q2: 158,126 shares; 2025Q3: 164,969 shares; 2025Q4: 170,675 shares 170,675 $6.08M 0.01% +5,706 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: not reported; 2025Q1: 138,334 shares; 2025Q2: 137,267 shares; 2025Q3: 138,373 shares; 2025Q4: 139,441 shares 139,441 $6.07M 0.01% +1,068 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,568 shares; 2024Q4: 30,667 shares; 2025Q1: 24,367 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,069,719 shares 3,069,719 $6.05M 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,184 shares; 2024Q4: 66,872 shares; 2025Q1: 83,727 shares; 2025Q2: 103,036 shares; 2025Q3: 113,134 shares; 2025Q4: 74,986 shares 74,986 $6.05M 0.01% -38,148 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,619 shares; 2024Q4: 103,436 shares; 2025Q1: 105,393 shares; 2025Q2: 127,324 shares; 2025Q3: 131,191 shares; 2025Q4: 133,668 shares 133,668 $6.04M 0.01% +2,477 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,060 shares; 2024Q4: 54,717 shares; 2025Q1: 57,820 shares; 2025Q2: 53,394 shares; 2025Q3: 46,961 shares; 2025Q4: 42,205 shares 42,205 $5.99M 0.01% -4,756 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,718 shares; 2024Q4: 111,854 shares; 2025Q1: 118,792 shares; 2025Q2: 178,831 shares; 2025Q3: 198,437 shares; 2025Q4: 266,274 shares 266,274 $5.98M 0.01% +67,837 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,580 shares; 2024Q4: 121,845 shares; 2025Q1: 155,041 shares; 2025Q2: 308,887 shares; 2025Q3: 178,110 shares; 2025Q4: 450,951 shares 450,951 $5.98M 0.01% +272,841 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,967 shares; 2024Q4: 159,988 shares; 2025Q1: 234,954 shares; 2025Q2: 117,062 shares; 2025Q3: 113,905 shares; 2025Q4: 98,773 shares 98,773 $5.96M 0.01% -15,132 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,362 shares; 2024Q4: 34,267 shares; 2025Q1: 74,872 shares; 2025Q2: 136,277 shares; 2025Q3: 164,804 shares; 2025Q4: 181,272 shares 181,272 $5.9M 0.01% +16,468 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,400 shares; 2024Q4: 123,284 shares; 2025Q1: 125,642 shares; 2025Q2: 101,843 shares; 2025Q3: 79,999 shares; 2025Q4: 79,573 shares 79,573 $5.85M 0.01% -426 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,959 shares; 2024Q4: 57,199 shares; 2025Q1: 61,593 shares; 2025Q2: 66,073 shares; 2025Q3: 62,976 shares; 2025Q4: 57,001 shares 57,001 $5.84M 0.01% -5,975 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,940 shares; 2025Q3: 104,792 shares; 2025Q4: 113,467 shares 113,467 $5.82M 0.01% +8,675 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 9,154 shares; 2025Q1: 11,354 shares; 2025Q2: 16,761 shares; 2025Q3: 45,739 shares; 2025Q4: 25,406 shares 25,406 $5.75M 0.01% -20,333 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,620 shares; 2025Q3: 85,173 shares; 2025Q4: 90,914 shares 90,914 $5.74M 0.01% +5,741 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: 6,635 shares; 2025Q1: 6,635 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,781 shares 122,781 $5.74M 0.01% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,982 shares; 2024Q4: 141,556 shares; 2025Q1: 220,817 shares; 2025Q2: 160,185 shares; 2025Q3: 258,764 shares; 2025Q4: 215,800 shares 215,800 $5.71M 0.01% -42,964 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,639 shares; 2024Q4: 386,067 shares; 2025Q1: 388,639 shares; 2025Q2: 392,484 shares; 2025Q3: 383,745 shares; 2025Q4: 305,063 shares 305,063 $5.7M 0.01% -78,682 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,800 shares; 2024Q4: 78,068 shares; 2025Q1: 66,274 shares; 2025Q2: 111,926 shares; 2025Q3: 109,748 shares; 2025Q4: 113,280 shares 113,280 $5.7M 0.01% +3,532 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,811 shares; 2024Q4: 469,575 shares; 2025Q1: 501,632 shares; 2025Q2: 532,450 shares; 2025Q3: 560,673 shares; 2025Q4: 543,001 shares 543,001 $5.69M 0.01% -17,672 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,636 shares; 2024Q4: 11,239 shares; 2025Q1: 18,502 shares; 2025Q2: 10,732 shares; 2025Q3: 10,796 shares; 2025Q4: 11,091 shares 11,091 $5.67M 0.01% +295 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,937 shares; 2025Q2: 53,099 shares; 2025Q3: 97,697 shares; 2025Q4: 142,255 shares 142,255 $5.63M 0.01% +44,558 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,984 shares; 2024Q4: 68,637 shares; 2025Q1: 50,419 shares; 2025Q2: 54,963 shares; 2025Q3: 55,685 shares; 2025Q4: 58,305 shares 58,305 $5.59M 0.01% +2,620 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,273 shares; 2024Q4: 28,073 shares; 2025Q1: 25,203 shares; 2025Q2: 18,183 shares; 2025Q3: 18,120 shares; 2025Q4: 33,117 shares 33,117 $5.59M 0.01% +14,997 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,443 shares; 2024Q4: 24,312 shares; 2025Q1: 12,738 shares; 2025Q2: 10,480 shares; 2025Q3: 34,458 shares; 2025Q4: 28,723 shares 28,723 $5.56M 0.01% -5,735 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,245 shares; 2024Q4: 82,757 shares; 2025Q1: 82,157 shares; 2025Q2: 103,739 shares; 2025Q3: 106,713 shares; 2025Q4: 106,037 shares 106,037 $5.56M 0.01% -676 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,297 shares; 2024Q4: 36,891 shares; 2025Q1: 56,118 shares; 2025Q2: 37,626 shares; 2025Q3: 39,463 shares; 2025Q4: 44,208 shares 44,208 $5.55M 0.01% +4,745 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,936 shares; 2024Q4: 381,964 shares; 2025Q1: 375,686 shares; 2025Q2: 242,998 shares; 2025Q3: 234,414 shares; 2025Q4: 226,895 shares 226,895 $5.52M 0.01% -7,519 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,637 shares; 2024Q4: 55,537 shares; 2025Q1: 58,590 shares; 2025Q2: 57,444 shares; 2025Q3: 59,279 shares; 2025Q4: 60,121 shares 60,121 $5.5M 0.01% +842 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,319 shares; 2024Q4: 112,762 shares; 2025Q1: 112,838 shares; 2025Q2: 122,593 shares; 2025Q3: 141,642 shares; 2025Q4: 220,176 shares 220,176 $5.49M 0.01% +78,534 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,862 shares; 2024Q4: 481,786 shares; 2025Q1: 444,632 shares; 2025Q2: 377,392 shares; 2025Q3: 280,205 shares; 2025Q4: 233,771 shares 233,771 $5.47M 0.01% -46,434 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,658 shares; 2025Q1: 42,082 shares; 2025Q2: 31,911 shares; 2025Q3: 31,886 shares; 2025Q4: 22,485 shares 22,485 $5.46M 0.01% -9,401 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 135,529 shares; 2025Q2: 160,234 shares; 2025Q3: 161,009 shares; 2025Q4: 178,350 shares 178,350 $5.44M 0.01% +17,341 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,624 shares; 2024Q4: 25,422 shares; 2025Q1: 32,086 shares; 2025Q2: 38,918 shares; 2025Q3: 45,163 shares; 2025Q4: 46,277 shares 46,277 $5.4M 0.01% +1,114 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,485 shares; 2024Q4: 88,510 shares; 2025Q1: 94,864 shares; 2025Q2: 104,552 shares; 2025Q3: 105,185 shares; 2025Q4: 111,485 shares 111,485 $5.39M 0.01% +6,300 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,140 shares; 2024Q4: 194,552 shares; 2025Q1: 195,201 shares; 2025Q2: 199,913 shares; 2025Q3: 203,303 shares; 2025Q4: 207,770 shares 207,770 $5.36M 0.01% +4,467 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,497 shares; 2025Q2: 127,786 shares; 2025Q3: 131,762 shares; 2025Q4: 297,099 shares 297,099 $5.29M 0.01% +165,337 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,101 shares; 2024Q4: 400,055 shares; 2025Q1: 413,507 shares; 2025Q2: 290,529 shares; 2025Q3: 245,826 shares; 2025Q4: 372,414 shares 372,414 $5.28M 0.01% +126,588 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,232 shares; 2024Q4: 149,028 shares; 2025Q1: 98,416 shares; 2025Q2: 130,318 shares; 2025Q3: 113,904 shares; 2025Q4: 99,211 shares 99,211 $5.26M 0.01% -14,693 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,647 shares; 2024Q4: 96,206 shares; 2025Q1: 99,830 shares; 2025Q2: 99,540 shares; 2025Q3: 95,199 shares; 2025Q4: 88,448 shares 88,448 $5.25M 0.01% -6,751 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,369 shares; 2025Q3: 119,121 shares; 2025Q4: 120,143 shares 120,143 $5.23M 0.01% +1,022 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,630 shares; 2024Q4: 27,865 shares; 2025Q1: 28,931 shares; 2025Q2: 28,417 shares; 2025Q3: 19,092 shares; 2025Q4: 18,019 shares 18,019 $5.23M 0.01% -1,073 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 184,418 shares; 2025Q3: 176,955 shares; 2025Q4: 178,371 shares 178,371 $5.21M 0.01% +1,416 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,463 shares; 2024Q4: 103,958 shares; 2025Q1: 79,813 shares; 2025Q2: 111,196 shares; 2025Q3: 110,292 shares; 2025Q4: 105,365 shares 105,365 $5.18M 0.01% -4,927 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,990 shares; 2024Q4: 82,567 shares; 2025Q1: 124,625 shares; 2025Q2: 122,583 shares; 2025Q3: 119,532 shares; 2025Q4: 116,266 shares 116,266 $5.17M 0.01% -3,266 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 9,504 shares; 2025Q1: 9,054 shares; 2025Q2: 9,048 shares; 2025Q3: 9,048 shares; 2025Q4: 8,885 shares 8,885 $5.13M 0.01% -163 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 2,505 shares; 2025Q1: 5,640 shares; 2025Q2: 11,026 shares; 2025Q3: 5,463 shares; 2025Q4: 5,489 shares 5,489 $5.12M 0.01% +26 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 12,449 shares; 2025Q1: 24,044 shares; 2025Q2: 23,495 shares; 2025Q3: 99,699 shares; 2025Q4: 259,903 shares 259,903 $5.12M 0.01% +160,204 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,472 shares; 2024Q4: 34,788 shares; 2025Q1: 34,128 shares; 2025Q2: 33,884 shares; 2025Q3: 32,591 shares; 2025Q4: 31,799 shares 31,799 $5.11M 0.01% -792 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,777 shares; 2024Q4: 103,689 shares; 2025Q1: 123,557 shares; 2025Q2: 124,861 shares; 2025Q3: 132,896 shares; 2025Q4: 133,230 shares 133,230 $5.11M 0.01% +334 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,247 shares; 2024Q4: 58,252 shares; 2025Q1: 58,984 shares; 2025Q2: 59,975 shares; 2025Q3: 58,056 shares; 2025Q4: 58,233 shares 58,233 $5.08M 0.01% +177 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 30,980 shares; 2025Q1: 101,717 shares; 2025Q2: 138,655 shares; 2025Q3: 127,642 shares; 2025Q4: 155,408 shares 155,408 $5.07M 0.01% +27,766 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,684 shares; 2024Q4: 330,776 shares; 2025Q1: 288,349 shares; 2025Q2: 270,088 shares; 2025Q3: 233,069 shares; 2025Q4: 213,885 shares 213,885 $5.06M 0.01% -19,184 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,907 shares; 2024Q4: 131,859 shares; 2025Q1: 116,394 shares; 2025Q2: 115,930 shares; 2025Q3: 112,459 shares; 2025Q4: 107,335 shares 107,335 $5.03M 0.01% -5,124 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,971 shares; 2024Q4: 48,940 shares; 2025Q1: 47,287 shares; 2025Q2: 48,738 shares; 2025Q3: 51,727 shares; 2025Q4: 48,009 shares 48,009 $5M 0.01% -3,718 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,222 shares; 2024Q4: 162,935 shares; 2025Q1: 169,523 shares; 2025Q2: 152,415 shares; 2025Q3: 145,472 shares; 2025Q4: 149,147 shares 149,147 $4.99M 0.01% +3,675 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 5,749 shares; 2025Q1: 5,329 shares; 2025Q2: 4,968 shares; 2025Q3: 4,802 shares; 2025Q4: 4,937 shares 4,937 $4.98M 0.01% +135 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 14,717 shares; 2025Q1: 129,006 shares; 2025Q2: 111,335 shares; 2025Q3: 16,033 shares; 2025Q4: 16,050 shares 16,050 $4.96M 0.01% +17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,566 shares; 2024Q4: 36,857 shares; 2025Q1: 36,341 shares; 2025Q2: 37,603 shares; 2025Q3: 38,148 shares; 2025Q4: 37,639 shares 37,639 $4.89M 0.01% -509 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,483 shares; 2024Q4: 129,269 shares; 2025Q1: 123,805 shares; 2025Q2: 174,487 shares; 2025Q3: 160,363 shares; 2025Q4: 164,492 shares 164,492 $4.87M 0.01% +4,129 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,699 shares 369,699 $4.82M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 20,177 shares; 2025Q1: 20,652 shares; 2025Q2: 24,300 shares; 2025Q3: 24,838 shares; 2025Q4: 24,325 shares 24,325 $4.82M 0.01% -513 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 38,960 shares; 2025Q1: 31,592 shares; 2025Q2: 34,033 shares; 2025Q3: 74,058 shares; 2025Q4: 63,820 shares 63,820 $4.81M 0.01% -10,238 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,547 shares; 2024Q4: 159,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,548 shares; 2025Q4: 481,325 shares 481,325 $4.81M 0.01% +299,777 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,653 shares; 2024Q4: 83,167 shares; 2025Q1: 84,140 shares; 2025Q2: 89,955 shares; 2025Q3: 89,968 shares; 2025Q4: 84,031 shares 84,031 $4.81M 0.01% -5,937 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 14,048 shares; 2025Q1: 18,058 shares; 2025Q2: 18,586 shares; 2025Q3: 11,822 shares; 2025Q4: 10,767 shares 10,767 $4.8M 0.01% -1,055 WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,960 shares; 2024Q4: 507,662 shares; 2025Q1: 514,658 shares; 2025Q2: 533,886 shares; 2025Q3: 535,798 shares; 2025Q4: 556,268 shares 556,268 $4.78M 0.01% +20,470 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,250 shares; 2024Q4: 100,206 shares; 2025Q1: 111,933 shares; 2025Q2: 99,580 shares; 2025Q3: 109,273 shares; 2025Q4: 111,753 shares 111,753 $4.78M 0.01% +2,480 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,635 shares; 2024Q4: 301,042 shares; 2025Q1: 293,854 shares; 2025Q2: 292,424 shares; 2025Q3: 245,873 shares; 2025Q4: 248,905 shares 248,905 $4.75M 0.01% +3,032 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,722 shares; 2024Q4: 257,194 shares; 2025Q1: 206,223 shares; 2025Q2: 173,429 shares; 2025Q3: 118,420 shares; 2025Q4: 66,037 shares 66,037 $4.74M 0.01% -52,383 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,637 shares; 2024Q4: 65,289 shares; 2025Q1: 67,480 shares; 2025Q2: 66,550 shares; 2025Q3: 67,922 shares; 2025Q4: 68,045 shares 68,045 $4.72M 0.01% +123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,133 shares; 2024Q4: 19,214 shares; 2025Q1: 133,501 shares; 2025Q2: 134,779 shares; 2025Q3: 136,510 shares; 2025Q4: 139,401 shares 139,401 $4.72M 0.01% +2,891 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,252 shares; 2024Q4: 39,758 shares; 2025Q1: 46,608 shares; 2025Q2: 15,279 shares; 2025Q3: 33,852 shares; 2025Q4: 29,598 shares 29,598 $4.71M 0.01% -4,254 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,520 shares; 2025Q1: 61,648 shares; 2025Q2: 60,549 shares; 2025Q3: 60,927 shares; 2025Q4: 61,931 shares 61,931 $4.71M 0.01% +1,004 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,558 shares; 2024Q4: 12,255 shares; 2025Q1: 14,196 shares; 2025Q2: 17,417 shares; 2025Q3: 57,483 shares; 2025Q4: 55,396 shares 55,396 $4.71M 0.01% -2,087 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,374 shares; 2024Q4: 92,977 shares; 2025Q1: 91,555 shares; 2025Q2: 89,701 shares; 2025Q3: 85,175 shares; 2025Q4: 78,186 shares 78,186 $4.67M 0.01% -6,989 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,271 shares; 2025Q1: 1,332 shares; 2025Q2: 1,430 shares; 2025Q3: 1,362 shares; 2025Q4: 1,370 shares 1,370 $4.65M 0.01% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,882 shares; 2024Q4: 70,033 shares; 2025Q1: 62,407 shares; 2025Q2: 61,159 shares; 2025Q3: 58,384 shares; 2025Q4: 57,989 shares 57,989 $4.64M 0.01% -395 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,740 shares; 2024Q4: 677,888 shares; 2025Q1: 234,333 shares; 2025Q2: 191,132 shares; 2025Q3: 171,257 shares; 2025Q4: 195,496 shares 195,496 $4.63M 0.01% +24,239 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,460 shares; 2024Q4: 62,908 shares; 2025Q1: 66,390 shares; 2025Q2: 124,018 shares; 2025Q3: 138,167 shares; 2025Q4: 206,163 shares 206,163 $4.61M 0.01% +67,996 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,749 shares; 2024Q4: 9,848 shares; 2025Q1: 9,634 shares; 2025Q2: 35,859 shares; 2025Q3: 38,273 shares; 2025Q4: 44,517 shares 44,517 $4.58M 0.01% +6,244 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,027 shares 70,027 $4.58M 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,006 shares; 2024Q4: 72,996 shares; 2025Q1: 64,624 shares; 2025Q2: 70,876 shares; 2025Q3: 64,299 shares; 2025Q4: 63,683 shares 63,683 $4.55M 0.01% -616 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 15,118 shares; 2025Q1: 112,006 shares; 2025Q2: 111,963 shares; 2025Q3: 107,368 shares; 2025Q4: 100,925 shares 100,925 $4.54M 0.01% -6,443 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,232 shares; 2024Q4: 115,815 shares; 2025Q1: 120,733 shares; 2025Q2: 55,180 shares; 2025Q3: 54,779 shares; 2025Q4: 54,977 shares 54,977 $4.53M 0.01% +198 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,397 shares; 2024Q4: 159,217 shares; 2025Q1: 148,624 shares; 2025Q2: 173,551 shares; 2025Q3: 212,613 shares; 2025Q4: 215,079 shares 215,079 $4.49M 0.01% +2,466 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,257 shares; 2024Q4: 79,366 shares; 2025Q1: 87,196 shares; 2025Q2: 84,938 shares; 2025Q3: 85,529 shares; 2025Q4: 86,974 shares 86,974 $4.48M 0.01% +1,445 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,391 shares; 2024Q4: 188,380 shares; 2025Q1: 184,736 shares; 2025Q2: 193,441 shares; 2025Q3: 201,498 shares; 2025Q4: 200,079 shares 200,079 $4.47M 0.01% -1,419 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,680 shares; 2024Q4: 197,004 shares; 2025Q1: 194,619 shares; 2025Q2: 183,552 shares; 2025Q3: 166,966 shares; 2025Q4: 144,489 shares 144,489 $4.44M 0.01% -22,477 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,500 shares; 2024Q4: 449,385 shares; 2025Q1: 479,600 shares; 2025Q2: 510,390 shares; 2025Q3: 539,348 shares; 2025Q4: 578,732 shares 578,732 $4.43M 0.01% +39,384 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,351 shares; 2024Q4: 83,215 shares; 2025Q1: 84,012 shares; 2025Q2: 84,170 shares; 2025Q3: 83,377 shares; 2025Q4: 81,164 shares 81,164 $4.43M 0.01% -2,213 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,170 shares; 2024Q4: 53,610 shares; 2025Q1: 53,720 shares; 2025Q2: 53,720 shares; 2025Q3: 53,398 shares; 2025Q4: 53,398 shares 53,398 $4.39M 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,329 shares; 2024Q4: 28,339 shares; 2025Q1: 29,417 shares; 2025Q2: 29,278 shares; 2025Q3: 37,245 shares; 2025Q4: 33,939 shares 33,939 $4.38M 0.01% -3,306 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,143 shares; 2025Q1: 51,469 shares; 2025Q2: 32,263 shares; 2025Q3: 27,572 shares; 2025Q4: 25,110 shares 25,110 $4.37M 0.01% -2,462 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 5,654 shares; 2025Q1: 5,987 shares; 2025Q2: 15,495 shares; 2025Q3: 15,361 shares; 2025Q4: 7,667 shares 7,667 $4.35M 0.01% -7,694 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 7,708 shares; 2025Q1: 7,123 shares; 2025Q2: 8,039 shares; 2025Q3: 8,467 shares; 2025Q4: 21,081 shares 21,081 $4.35M 0.01% +12,614 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,350 shares; 2025Q2: 74,832 shares; 2025Q3: 91,513 shares; 2025Q4: 159,126 shares 159,126 $4.34M 0.01% +67,613 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,077 shares; 2024Q4: 138,170 shares; 2025Q1: 157,310 shares; 2025Q2: 274,619 shares; 2025Q3: 270,432 shares; 2025Q4: 229,673 shares 229,673 $4.32M 0.01% -40,759 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,686 shares; 2024Q4: 13,779 shares; 2025Q1: 8,967 shares; 2025Q2: 31,942 shares; 2025Q3: 69,078 shares; 2025Q4: 31,728 shares 31,728 $4.31M 0.01% -37,350 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,397 shares; 2024Q4: 59,435 shares; 2025Q1: 61,523 shares; 2025Q2: 56,622 shares; 2025Q3: 71,156 shares; 2025Q4: 49,614 shares 49,614 $4.28M 0.01% -21,542 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,752 shares; 2024Q4: 40,915 shares; 2025Q1: 39,800 shares; 2025Q2: 39,751 shares; 2025Q3: 39,609 shares; 2025Q4: 39,917 shares 39,917 $4.27M 0.01% +308 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 5,989 shares; 2025Q1: 6,102 shares; 2025Q2: 53,278 shares; 2025Q3: 55,285 shares; 2025Q4: 57,476 shares 57,476 $4.27M 0.01% +2,191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,327 shares; 2024Q4: 692,590 shares; 2025Q1: 601,336 shares; 2025Q2: 565,771 shares; 2025Q3: 78,610 shares; 2025Q4: 72,399 shares 72,399 $4.26M 0.01% -6,211 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,423 shares; 2025Q2: 113,381 shares; 2025Q3: 121,622 shares; 2025Q4: 130,957 shares 130,957 $4.26M 0.01% +9,335 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,290 shares; 2024Q4: 47,398 shares; 2025Q1: 40,993 shares; 2025Q2: 41,168 shares; 2025Q3: 42,652 shares; 2025Q4: 42,833 shares 42,833 $4.25M 0.01% +181 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,924 shares; 2024Q4: 596,601 shares; 2025Q1: 599,185 shares; 2025Q2: 643,497 shares; 2025Q3: 85,330 shares; 2025Q4: 89,558 shares 89,558 $4.25M 0.01% +4,228 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,312 shares; 2024Q4: 13,339 shares; 2025Q1: 22,782 shares; 2025Q2: 30,520 shares; 2025Q3: 80,252 shares; 2025Q4: 83,211 shares 83,211 $4.23M 0.01% +2,959 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,373 shares; 2024Q4: 46,473 shares; 2025Q1: 47,707 shares; 2025Q2: 48,254 shares; 2025Q3: 47,830 shares; 2025Q4: 45,428 shares 45,428 $4.23M 0.01% -2,402 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,367 shares; 2024Q4: 312,419 shares; 2025Q1: 285,442 shares; 2025Q2: 253,651 shares; 2025Q3: 229,270 shares; 2025Q4: 199,036 shares 199,036 $4.18M 0.01% -30,234 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,804 shares 28,804 $4.14M 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,651 shares; 2024Q4: 495,189 shares; 2025Q1: 495,880 shares; 2025Q2: 470,344 shares; 2025Q3: 156,925 shares; 2025Q4: 147,228 shares 147,228 $4.12M 0.01% -9,697 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,619 shares; 2024Q4: 52,321 shares; 2025Q1: 43,781 shares; 2025Q2: 62,592 shares; 2025Q3: 62,830 shares; 2025Q4: 60,882 shares 60,882 $4.1M 0.01% -1,948 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,147 shares; 2024Q4: 63,717 shares; 2025Q1: 65,269 shares; 2025Q2: 65,621 shares; 2025Q3: 68,384 shares; 2025Q4: 72,555 shares 72,555 $4.09M 0.01% +4,171 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,395 shares; 2024Q4: 35,000 shares; 2025Q1: 34,782 shares; 2025Q2: 34,669 shares; 2025Q3: 37,844 shares; 2025Q4: 37,899 shares 37,899 $4.07M 0.01% +55 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,126 shares; 2025Q1: 2,971 shares; 2025Q2: 2,026 shares; 2025Q3: 2,588 shares; 2025Q4: 16,853 shares 16,853 $4.07M 0.01% +14,265 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,123 shares; 2025Q1: 42,708 shares; 2025Q2: 103,277 shares; 2025Q3: 116,325 shares; 2025Q4: 185,183 shares 185,183 $4.06M 0.01% +68,858 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,724 shares; 2024Q4: 50,635 shares; 2025Q1: 50,478 shares; 2025Q2: 56,707 shares; 2025Q3: 59,227 shares; 2025Q4: 61,514 shares 61,514 $4.05M 0.01% +2,287 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,258 shares; 2024Q4: 107,011 shares; 2025Q1: 102,647 shares; 2025Q2: 104,831 shares; 2025Q3: 109,292 shares; 2025Q4: 108,846 shares 108,846 $4.01M 0.01% -446 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 5,512 shares; 2025Q1: 24,998 shares; 2025Q2: 33,667 shares; 2025Q3: 40,846 shares; 2025Q4: 39,284 shares 39,284 $3.99M 0.01% -1,562 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,284 shares; 2024Q4: 34,198 shares; 2025Q1: 45,120 shares; 2025Q2: 40,720 shares; 2025Q3: 35,834 shares; 2025Q4: 30,679 shares 30,679 $3.99M 0.01% -5,155 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,381 shares; 2024Q4: 16,132 shares; 2025Q1: 41,575 shares; 2025Q2: 40,974 shares; 2025Q3: 12,471 shares; 2025Q4: 11,382 shares 11,382 $3.99M 0.01% -1,089 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,384 shares; 2025Q4: 86,034 shares 86,034 $3.98M 0.01% -350 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 9,048 shares; 2025Q1: 27,916 shares; 2025Q2: 31,301 shares; 2025Q3: 10,080 shares; 2025Q4: 8,431 shares 8,431 $3.96M 0.01% -1,649 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,634 shares; 2024Q4: 160,561 shares; 2025Q1: 1,177,675 shares; 2025Q2: 159,525 shares; 2025Q3: 534,260 shares; 2025Q4: 150,382 shares 150,382 $3.96M 0.01% -383,878 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,778 shares; 2024Q4: 38,128 shares; 2025Q1: 39,344 shares; 2025Q2: 50,108 shares; 2025Q3: 39,228 shares; 2025Q4: 46,223 shares 46,223 $3.95M 0.01% +6,995 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,848 shares; 2024Q4: 82,172 shares; 2025Q1: 84,233 shares; 2025Q2: 94,701 shares; 2025Q3: 34,063 shares; 2025Q4: 34,843 shares 34,843 $3.94M 0.01% +780 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,727 shares 196,727 $3.9M 0.01% new Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,945 shares; 2025Q1: 85,766 shares; 2025Q2: 83,082 shares; 2025Q3: 80,790 shares; 2025Q4: 134,899 shares 134,899 $3.88M 0.01% +54,109 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,507 shares; 2025Q1: 26,317 shares; 2025Q2: 28,725 shares; 2025Q3: 40,867 shares; 2025Q4: 42,364 shares 42,364 $3.88M 0.01% +1,497 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,033 shares; 2024Q4: 445,314 shares; 2025Q1: 454,390 shares; 2025Q2: 451,131 shares; 2025Q3: 448,561 shares; 2025Q4: 467,023 shares 467,023 $3.86M 0.01% +18,462 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,499 shares; 2024Q4: 65,405 shares; 2025Q1: 22,906 shares; 2025Q2: 12,161 shares; 2025Q3: 7,761 shares; 2025Q4: 29,765 shares 29,765 $3.86M 0.01% +22,004 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,456 shares; 2025Q4: 51,794 shares 51,794 $3.86M 0.01% +5,338 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,394 shares; 2024Q4: 44,934 shares; 2025Q1: 45,426 shares; 2025Q2: 42,178 shares; 2025Q3: 24,804 shares; 2025Q4: 21,840 shares 21,840 $3.85M 0.01% -2,964 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,436 shares; 2024Q4: 142,419 shares; 2025Q1: 110,792 shares; 2025Q2: 61,681 shares; 2025Q3: 53,878 shares; 2025Q4: 46,928 shares 46,928 $3.84M 0.01% -6,950 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,981 shares; 2025Q1: 77,590 shares; 2025Q2: 91,243 shares; 2025Q3: 93,681 shares; 2025Q4: 105,617 shares 105,617 $3.81M 0.01% +11,936 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,680 shares; 2024Q4: 65,506 shares; 2025Q1: 62,310 shares; 2025Q2: 48,670 shares; 2025Q3: 46,638 shares; 2025Q4: 45,891 shares 45,891 $3.81M 0.01% -747 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,122 shares; 2024Q4: 35,166 shares; 2025Q1: 36,408 shares; 2025Q2: 35,274 shares; 2025Q3: 33,777 shares; 2025Q4: 33,428 shares 33,428 $3.8M 0.01% -349 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,528 shares 131,528 $3.8M 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 21,364 shares; 2025Q1: 25,597 shares; 2025Q2: 29,470 shares; 2025Q3: 27,019 shares; 2025Q4: 27,564 shares 27,564 $3.8M 0.01% +545 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,335 shares; 2024Q4: 153,731 shares; 2025Q1: 12,403 shares; 2025Q2: 11,388 shares; 2025Q3: 10,550 shares; 2025Q4: 9,672 shares 9,672 $3.78M 0.01% -878 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,161 shares; 2024Q4: 58,269 shares; 2025Q1: 59,306 shares; 2025Q2: 58,130 shares; 2025Q3: 58,123 shares; 2025Q4: 58,921 shares 58,921 $3.77M 0.01% +798 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,309 shares; 2024Q4: 295,570 shares; 2025Q1: 304,857 shares; 2025Q2: 303,787 shares; 2025Q3: 303,715 shares; 2025Q4: 300,161 shares 300,161 $3.76M 0.01% -3,554 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,041 shares; 2024Q4: 36,363 shares; 2025Q1: 32,604 shares; 2025Q2: 33,040 shares; 2025Q3: 32,328 shares; 2025Q4: 23,996 shares 23,996 $3.76M 0.01% -8,332 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,143 shares; 2024Q4: 123,262 shares; 2025Q1: 126,967 shares; 2025Q2: 125,582 shares; 2025Q3: 124,770 shares; 2025Q4: 127,212 shares 127,212 $3.75M 0.01% +2,442 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,171 shares; 2024Q4: 409,464 shares; 2025Q1: 328,186 shares; 2025Q2: 310,656 shares; 2025Q3: 286,495 shares; 2025Q4: 282,433 shares 282,433 $3.71M 0.01% -4,062 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,170 shares; 2025Q3: 24,833 shares; 2025Q4: 21,583 shares 21,583 $3.7M 0.01% -3,250 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,952 shares; 2024Q4: 467,141 shares; 2025Q1: 564,569 shares; 2025Q2: 405,790 shares; 2025Q3: 209,055 shares; 2025Q4: 152,042 shares 152,042 $3.69M 0.01% -57,013 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,472 shares; 2024Q4: 52,727 shares; 2025Q1: 55,396 shares; 2025Q2: 54,485 shares; 2025Q3: 58,047 shares; 2025Q4: 56,682 shares 56,682 $3.68M 0.01% -1,365 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,894 shares; 2024Q4: 89,495 shares; 2025Q1: 89,989 shares; 2025Q2: 90,318 shares; 2025Q3: 88,902 shares; 2025Q4: 86,276 shares 86,276 $3.68M 0.01% -2,626 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,374 shares; 2024Q4: 57,861 shares; 2025Q1: 52,450 shares; 2025Q2: 52,493 shares; 2025Q3: 53,351 shares; 2025Q4: 54,419 shares 54,419 $3.67M 0.01% +1,068 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 29,414 shares; 2025Q1: 29,358 shares; 2025Q2: 26,904 shares; 2025Q3: 24,087 shares; 2025Q4: 20,994 shares 20,994 $3.66M 0.01% -3,093 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,030 shares; 2024Q4: 308,350 shares; 2025Q1: 225,361 shares; 2025Q2: 143,828 shares; 2025Q3: 215,389 shares; 2025Q4: 239,094 shares 239,094 $3.66M 0.01% +23,705 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,992 shares; 2025Q1: 36,343 shares; 2025Q2: 216,361 shares; 2025Q3: 197,821 shares; 2025Q4: 184,396 shares 184,396 $3.64M 0.01% -13,425 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 686,620 shares; 2025Q2: 892,667 shares; 2025Q3: 709,084 shares; 2025Q4: 76,374 shares 76,374 $3.64M 0.01% -632,710 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,021 shares; 2024Q4: 44,713 shares; 2025Q1: 43,884 shares; 2025Q2: 44,442 shares; 2025Q3: 55,548 shares; 2025Q4: 56,451 shares 56,451 $3.63M 0.01% +903 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 72,467 shares; 2025Q1: 72,569 shares; 2025Q2: 71,888 shares; 2025Q3: 72,487 shares; 2025Q4: 72,744 shares 72,744 $3.6M 0.01% +257 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,924 shares; 2024Q4: 32,267 shares; 2025Q1: 22,027 shares; 2025Q2: 22,006 shares; 2025Q3: 22,005 shares; 2025Q4: 25,406 shares 25,406 $3.59M 0.01% +3,401 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,638 shares; 2024Q4: 44,063 shares; 2025Q1: 46,144 shares; 2025Q2: 47,655 shares; 2025Q3: 45,992 shares; 2025Q4: 45,046 shares 45,046 $3.57M 0.01% -946 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,565 shares; 2024Q4: 65,324 shares; 2025Q1: 68,219 shares; 2025Q2: 61,178 shares; 2025Q3: 37,032 shares; 2025Q4: 32,651 shares 32,651 $3.55M 0.01% -4,381 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,219 shares; 2024Q4: 20,821 shares; 2025Q1: 20,200 shares; 2025Q2: 41,020 shares; 2025Q3: 42,167 shares; 2025Q4: 29,053 shares 29,053 $3.54M 0.01% -13,114 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,371 shares; 2024Q4: 64,290 shares; 2025Q1: 63,973 shares; 2025Q2: 65,981 shares; 2025Q3: 67,511 shares; 2025Q4: 68,647 shares 68,647 $3.54M 0.01% +1,136 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,861 shares; 2025Q3: 120,475 shares; 2025Q4: 119,828 shares 119,828 $3.54M 0.01% -647 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,805 shares; 2025Q3: 56,554 shares; 2025Q4: 38,441 shares 38,441 $3.53M 0.01% -18,113 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,149 shares; 2024Q4: 19,687 shares; 2025Q1: 28,823 shares; 2025Q2: 27,140 shares; 2025Q3: 24,328 shares; 2025Q4: 21,845 shares 21,845 $3.53M 0.01% -2,483 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,400 shares; 2024Q4: 31,447 shares; 2025Q1: 26,493 shares; 2025Q2: 26,101 shares; 2025Q3: 25,332 shares; 2025Q4: 17,349 shares 17,349 $3.52M 0.01% -7,983 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,385 shares; 2024Q4: 212,935 shares; 2025Q1: 228,856 shares; 2025Q2: 226,300 shares; 2025Q3: 171,383 shares; 2025Q4: 19,344 shares 19,344 $3.51M 0.01% -152,039 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,598 shares; 2025Q2: 45,244 shares; 2025Q3: 41,173 shares; 2025Q4: 38,231 shares 38,231 $3.5M 0.01% -2,942 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,558 shares; 2024Q4: 30,706 shares; 2025Q1: 28,376 shares; 2025Q2: 70,166 shares; 2025Q3: 69,689 shares; 2025Q4: 70,671 shares 70,671 $3.5M 0.01% +982 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,576 shares; 2025Q1: 9,230 shares; 2025Q2: 12,678 shares; 2025Q3: 13,708 shares; 2025Q4: 13,792 shares 13,792 $3.49M 0.01% +84 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,563 shares; 2025Q2: 16,713 shares; 2025Q3: 20,248 shares; 2025Q4: 64,282 shares 64,282 $3.48M 0.01% +44,034 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,739 shares; 2025Q1: 4,700 shares; 2025Q2: 39,548 shares; 2025Q3: 43,723 shares; 2025Q4: 26,389 shares 26,389 $3.48M 0.01% -17,334 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,201 shares; 2024Q4: 49,821 shares; 2025Q1: 41,236 shares; 2025Q2: 64,720 shares; 2025Q3: 64,990 shares; 2025Q4: 113,739 shares 113,739 $3.47M 0.01% +48,749 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,218 shares; 2025Q1: 83,311 shares; 2025Q2: 86,427 shares; 2025Q3: 88,229 shares; 2025Q4: 91,629 shares 91,629 $3.47M 0.01% +3,400 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 10,002 shares; 2025Q1: 9,093 shares; 2025Q2: 7,810 shares; 2025Q3: 7,369 shares; 2025Q4: 7,070 shares 7,070 $3.47M 0.01% -299 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,389 shares; 2024Q4: 42,157 shares; 2025Q1: 38,303 shares; 2025Q2: 39,741 shares; 2025Q3: 47,468 shares; 2025Q4: 47,682 shares 47,682 $3.46M 0.01% +214 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 18,056 shares; 2025Q1: 14,461 shares; 2025Q2: 16,784 shares; 2025Q3: 17,053 shares; 2025Q4: 16,824 shares 16,824 $3.45M 0.01% -229 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,044 shares; 2025Q1: 4,340 shares; 2025Q2: 4,177 shares; 2025Q3: 4,171 shares; 2025Q4: 12,018 shares 12,018 $3.45M 0.01% +7,847 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,827 shares; 2024Q4: 40,811 shares; 2025Q1: 41,842 shares; 2025Q2: 40,961 shares; 2025Q3: 29,047 shares; 2025Q4: 30,000 shares 30,000 $3.44M 0.01% +953 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,047 shares; 2024Q4: 108,950 shares; 2025Q1: 119,180 shares; 2025Q2: 109,916 shares; 2025Q3: 92,172 shares; 2025Q4: 81,097 shares 81,097 $3.44M 0.01% -11,075 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775,105 shares; 2025Q3: 1,608,748 shares; 2025Q4: 1,911,548 shares 1,911,548 $3.44M 0.01% +302,800 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,697 shares; 2024Q4: 44,201 shares; 2025Q1: 45,052 shares; 2025Q2: 44,753 shares; 2025Q3: 44,539 shares; 2025Q4: 42,664 shares 42,664 $3.43M 0.01% -1,875 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,289 shares; 2025Q1: not reported; 2025Q2: 25,721 shares; 2025Q3: 22,386 shares; 2025Q4: 19,684 shares 19,684 $3.43M 0.01% -2,702 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,140 shares; 2024Q4: 116,061 shares; 2025Q1: 150,377 shares; 2025Q2: 73,185 shares; 2025Q3: 66,520 shares; 2025Q4: 39,197 shares 39,197 $3.42M 0.01% -27,323 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,305 shares; 2024Q4: 123,305 shares; 2025Q1: 118,776 shares; 2025Q2: 118,851 shares; 2025Q3: 108,776 shares; 2025Q4: 109,089 shares 109,089 $3.41M 0.01% +313 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,372 shares; 2025Q1: 23,176 shares; 2025Q2: 25,693 shares; 2025Q3: 25,790 shares; 2025Q4: 27,998 shares 27,998 $3.4M 0.01% +2,208 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,853 shares; 2024Q4: 17,022 shares; 2025Q1: 16,974 shares; 2025Q2: 15,591 shares; 2025Q3: 13,649 shares; 2025Q4: 11,904 shares 11,904 $3.39M 0.01% -1,745 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,725 shares; 2024Q4: 215,413 shares; 2025Q1: 191,909 shares; 2025Q2: 198,734 shares; 2025Q3: 199,088 shares; 2025Q4: 191,532 shares 191,532 $3.39M 0.01% -7,556 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,084 shares; 2024Q4: 36,084 shares; 2025Q1: 36,834 shares; 2025Q2: 36,834 shares; 2025Q3: 36,834 shares; 2025Q4: 37,038 shares 37,038 $3.39M 0.01% +204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,650 shares; 2024Q4: 30,332 shares; 2025Q1: 40,130 shares; 2025Q2: 39,475 shares; 2025Q3: 39,692 shares; 2025Q4: 37,325 shares 37,325 $3.38M 0.01% -2,367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 4,978 shares; 2025Q1: 5,247 shares; 2025Q2: 4,897 shares; 2025Q3: 4,386 shares; 2025Q4: 5,414 shares 5,414 $3.37M 0.01% +1,028 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,244 shares; 2024Q4: 80,376 shares; 2025Q1: 79,280 shares; 2025Q2: 77,822 shares; 2025Q3: 78,085 shares; 2025Q4: 78,939 shares 78,939 $3.37M 0.01% +854 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,362 shares; 2024Q4: 10,127 shares; 2025Q1: 39,756 shares; 2025Q2: 71,977 shares; 2025Q3: 70,865 shares; 2025Q4: 116,290 shares 116,290 $3.37M 0.01% +45,425 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,626 shares; 2024Q4: 7,362 shares; 2025Q1: 86,780 shares; 2025Q2: 86,611 shares; 2025Q3: 88,609 shares; 2025Q4: 91,251 shares 91,251 $3.36M 0.01% +2,642 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,766 shares; 2024Q4: 12,036 shares; 2025Q1: 27,259 shares; 2025Q2: 27,931 shares; 2025Q3: 28,062 shares; 2025Q4: 31,544 shares 31,544 $3.33M 0.01% +3,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,320 shares; 2024Q4: 247,519 shares; 2025Q1: 212,850 shares; 2025Q2: 197,285 shares; 2025Q3: 123,221 shares; 2025Q4: 11,439 shares 11,439 $3.3M 0.01% -111,782 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,821 shares; 2024Q4: 690,862 shares; 2025Q1: 114,418 shares; 2025Q2: 102,091 shares; 2025Q3: 87,463 shares; 2025Q4: 76,228 shares 76,228 $3.3M 0.01% -11,235 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,561 shares; 2024Q4: 25,111 shares; 2025Q1: 34,620 shares; 2025Q2: 35,915 shares; 2025Q3: 32,549 shares; 2025Q4: 36,708 shares 36,708 $3.26M 0.01% +4,159 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,127 shares; 2025Q4: 33,107 shares 33,107 $3.26M 0.01% +980 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 17,872 shares; 2025Q1: 17,796 shares; 2025Q2: 17,877 shares; 2025Q3: 18,186 shares; 2025Q4: 18,540 shares 18,540 $3.26M 0.01% +354 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,976 shares; 2024Q4: 8,795 shares; 2025Q1: 8,670 shares; 2025Q2: 8,281 shares; 2025Q3: 8,281 shares; 2025Q4: 8,356 shares 8,356 $3.25M 0.01% +75 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,767 shares; 2024Q4: 102,526 shares; 2025Q1: 99,825 shares; 2025Q2: 77,289 shares; 2025Q3: 76,885 shares; 2025Q4: 73,534 shares 73,534 $3.25M 0.01% -3,351 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,433 shares; 2024Q4: 186,050 shares; 2025Q1: 180,081 shares; 2025Q2: 125,503 shares; 2025Q3: 82,411 shares; 2025Q4: 69,622 shares 69,622 $3.24M 0.01% -12,789 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 14,202 shares; 2025Q1: 14,206 shares; 2025Q2: 14,221 shares; 2025Q3: 14,449 shares; 2025Q4: 17,531 shares 17,531 $3.23M 0.01% +3,082 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,733 shares; 2024Q4: 43,660 shares; 2025Q1: 38,198 shares; 2025Q2: 36,377 shares; 2025Q3: 36,579 shares; 2025Q4: 36,622 shares 36,622 $3.23M 0.01% +43 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,369 shares; 2024Q4: 106,073 shares; 2025Q1: 207,612 shares; 2025Q2: 108,663 shares; 2025Q3: 110,812 shares; 2025Q4: 109,800 shares 109,800 $3.22M 0.01% -1,012 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,176 shares; 2024Q4: 237,716 shares; 2025Q1: 541,176 shares; 2025Q2: 525,406 shares; 2025Q3: 528,165 shares; 2025Q4: 409,703 shares 409,703 $3.22M 0.01% -118,462 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,414 shares; 2024Q4: 43,606 shares; 2025Q1: 43,225 shares; 2025Q2: 43,329 shares; 2025Q3: 43,079 shares; 2025Q4: 45,187 shares 45,187 $3.21M 0.01% +2,108 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,121 shares; 2024Q4: 60,314 shares; 2025Q1: 53,641 shares; 2025Q2: 33,869 shares; 2025Q3: 36,736 shares; 2025Q4: 36,785 shares 36,785 $3.2M <0.01% +49 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,766 shares; 2024Q4: 77,729 shares; 2025Q1: 72,902 shares; 2025Q2: 66,317 shares; 2025Q3: 76,142 shares; 2025Q4: 80,477 shares 80,477 $3.2M <0.01% +4,335 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,398 shares; 2025Q2: 46,424 shares; 2025Q3: 47,419 shares; 2025Q4: 49,647 shares 49,647 $3.2M <0.01% +2,228 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,170 shares 69,170 $3.19M <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 11,442 shares; 2025Q1: 10,217 shares; 2025Q2: 9,877 shares; 2025Q3: 9,885 shares; 2025Q4: 11,163 shares 11,163 $3.18M <0.01% +1,278 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,697 shares; 2024Q4: 31,606 shares; 2025Q1: 33,971 shares; 2025Q2: 33,350 shares; 2025Q3: 31,824 shares; 2025Q4: 41,157 shares 41,157 $3.17M <0.01% +9,333 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 51,003 shares; 2025Q1: 50,337 shares; 2025Q2: 49,004 shares; 2025Q3: 49,535 shares; 2025Q4: 49,135 shares 49,135 $3.16M <0.01% -400 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,503 shares; 2024Q4: 168,974 shares; 2025Q1: 179,925 shares; 2025Q2: 199,877 shares; 2025Q3: 189,100 shares; 2025Q4: 244,701 shares 244,701 $3.15M <0.01% +55,601 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,040 shares; 2024Q4: 105,429 shares; 2025Q1: 91,967 shares; 2025Q2: 85,437 shares; 2025Q3: 85,282 shares; 2025Q4: 82,628 shares 82,628 $3.14M <0.01% -2,654 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,359 shares; 2025Q3: 81,973 shares; 2025Q4: 94,051 shares 94,051 $3.13M <0.01% +12,078 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,001 shares; 2024Q4: 59,529 shares; 2025Q1: 59,069 shares; 2025Q2: 62,132 shares; 2025Q3: 59,206 shares; 2025Q4: 58,489 shares 58,489 $3.12M <0.01% -717 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,326 shares; 2025Q2: 42,057 shares; 2025Q3: 57,595 shares; 2025Q4: 40,810 shares 40,810 $3.12M <0.01% -16,785 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,357 shares; 2024Q4: 102,985 shares; 2025Q1: 64,575 shares; 2025Q2: 63,745 shares; 2025Q3: 61,416 shares; 2025Q4: 58,465 shares 58,465 $3.06M <0.01% -2,951 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330,772 shares 330,772 $3.05M <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,083 shares; 2024Q4: 35,401 shares; 2025Q1: 35,461 shares; 2025Q2: 35,474 shares; 2025Q3: 34,456 shares; 2025Q4: 34,365 shares 34,365 $3.05M <0.01% -91 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,343 shares; 2024Q4: 219,750 shares; 2025Q1: 212,537 shares; 2025Q2: 33,621 shares; 2025Q3: 36,253 shares; 2025Q4: 39,480 shares 39,480 $3.04M <0.01% +3,227 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,910 shares; 2024Q4: 140,414 shares; 2025Q1: 141,335 shares; 2025Q2: 142,096 shares; 2025Q3: 144,204 shares; 2025Q4: 142,925 shares 142,925 $3.03M <0.01% -1,279 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,810 shares; 2024Q4: 31,859 shares; 2025Q1: 31,264 shares; 2025Q2: 31,863 shares; 2025Q3: 31,685 shares; 2025Q4: 31,263 shares 31,263 $3.03M <0.01% -422 Timeline NEAR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,240 shares; 2024Q4: 45,935 shares; 2025Q1: 46,238 shares; 2025Q2: 33,394 shares; 2025Q3: 35,844 shares; 2025Q4: 59,109 shares 59,109 $3.02M <0.01% +23,265 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,698 shares; 2024Q4: 27,547 shares; 2025Q1: 22,534 shares; 2025Q2: 31,279 shares; 2025Q3: 29,642 shares; 2025Q4: 41,376 shares 41,376 $3.01M <0.01% +11,734 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,608 shares; 2024Q4: 213,861 shares; 2025Q1: 213,170 shares; 2025Q2: 54,746 shares; 2025Q3: 58,509 shares; 2025Q4: 59,155 shares 59,155 $3M <0.01% +646 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,707 shares; 2024Q4: 38,615 shares; 2025Q1: 39,088 shares; 2025Q2: 39,160 shares; 2025Q3: 29,876 shares; 2025Q4: 30,985 shares 30,985 $3M <0.01% +1,109 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 9,779 shares; 2025Q1: 12,334 shares; 2025Q2: 10,361 shares; 2025Q3: 10,232 shares; 2025Q4: 10,519 shares 10,519 $3M <0.01% +287 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,778 shares; 2024Q4: 49,331 shares; 2025Q1: 53,425 shares; 2025Q2: 55,781 shares; 2025Q3: 55,726 shares; 2025Q4: 52,170 shares 52,170 $2.99M <0.01% -3,556 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,474 shares; 2025Q3: 67,286 shares; 2025Q4: 67,307 shares 67,307 $2.98M <0.01% +21 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 4,071 shares; 2025Q1: 3,255 shares; 2025Q2: 3,174 shares; 2025Q3: 36,116 shares; 2025Q4: 36,112 shares 36,112 $2.96M <0.01% -4 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,457 shares; 2024Q4: 395,765 shares; 2025Q1: 405,147 shares; 2025Q2: 20,945 shares; 2025Q3: 168,379 shares; 2025Q4: 167,062 shares 167,062 $2.95M <0.01% -1,317 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,168 shares; 2024Q4: 16,371 shares; 2025Q1: 16,001 shares; 2025Q2: 16,392 shares; 2025Q3: 7,170 shares; 2025Q4: 6,511 shares 6,511 $2.95M <0.01% -659 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,140 shares; 2024Q4: 96,185 shares; 2025Q1: 49,157 shares; 2025Q2: 48,659 shares; 2025Q3: 50,124 shares; 2025Q4: 50,333 shares 50,333 $2.93M <0.01% +209 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,410 shares; 2024Q4: 106,723 shares; 2025Q1: 69,868 shares; 2025Q2: 70,220 shares; 2025Q3: 72,307 shares; 2025Q4: 71,056 shares 71,056 $2.93M <0.01% -1,251 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,315 shares; 2024Q4: 93,719 shares; 2025Q1: 96,712 shares; 2025Q2: 35,220 shares; 2025Q3: 30,011 shares; 2025Q4: 39,744 shares 39,744 $2.92M <0.01% +9,733 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,584 shares; 2024Q4: 157,058 shares; 2025Q1: 161,415 shares; 2025Q2: 126,302 shares; 2025Q3: 102,127 shares; 2025Q4: 79,547 shares 79,547 $2.91M <0.01% -22,580 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,800 shares; 2024Q4: 143,901 shares; 2025Q1: 107,388 shares; 2025Q2: 111,450 shares; 2025Q3: 110,377 shares; 2025Q4: 101,092 shares 101,092 $2.91M <0.01% -9,285 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 10,646 shares; 2025Q1: 9,534 shares; 2025Q2: 10,692 shares; 2025Q3: 10,786 shares; 2025Q4: 9,733 shares 9,733 $2.9M <0.01% -1,053 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,161 shares; 2024Q4: 30,419 shares; 2025Q1: 30,113 shares; 2025Q2: 32,245 shares; 2025Q3: 31,805 shares; 2025Q4: 33,184 shares 33,184 $2.9M <0.01% +1,379 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,299 shares; 2024Q4: 9,661 shares; 2025Q1: 9,184 shares; 2025Q2: 9,273 shares; 2025Q3: 8,943 shares; 2025Q4: 8,763 shares 8,763 $2.88M <0.01% -180 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,034 shares; 2024Q4: 43,034 shares; 2025Q1: 42,815 shares; 2025Q2: 39,644 shares; 2025Q3: 42,108 shares; 2025Q4: 42,769 shares 42,769 $2.87M <0.01% +661 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 46,988 shares; 2025Q1: 47,350 shares; 2025Q2: 46,865 shares; 2025Q3: 47,021 shares; 2025Q4: 47,559 shares 47,559 $2.86M <0.01% +538 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,510 shares; 2024Q4: 19,897 shares; 2025Q1: 20,667 shares; 2025Q2: 21,049 shares; 2025Q3: 19,614 shares; 2025Q4: 19,701 shares 19,701 $2.85M <0.01% +87 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,430 shares; 2024Q4: 20,163 shares; 2025Q1: 17,955 shares; 2025Q2: 16,384 shares; 2025Q3: 16,759 shares; 2025Q4: 16,390 shares 16,390 $2.84M <0.01% -369 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,553 shares; 2024Q4: 33,553 shares; 2025Q1: 34,898 shares; 2025Q2: 33,167 shares; 2025Q3: 36,581 shares; 2025Q4: 35,220 shares 35,220 $2.83M <0.01% -1,361 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,529 shares; 2024Q4: 23,254 shares; 2025Q1: 22,806 shares; 2025Q2: 22,311 shares; 2025Q3: 22,261 shares; 2025Q4: 23,704 shares 23,704 $2.81M <0.01% +1,443 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,801 shares; 2025Q1: 3,440 shares; 2025Q2: 3,761 shares; 2025Q3: 3,691 shares; 2025Q4: 14,460 shares 14,460 $2.81M <0.01% +10,769 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,513 shares; 2025Q3: 54,906 shares; 2025Q4: 56,031 shares 56,031 $2.8M <0.01% +1,125 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,869 shares; 2024Q4: 44,157 shares; 2025Q1: 57,368 shares; 2025Q2: 79,549 shares; 2025Q3: 78,809 shares; 2025Q4: 52,249 shares 52,249 $2.79M <0.01% -26,560 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,326 shares; 2024Q4: 21,218 shares; 2025Q1: 19,672 shares; 2025Q2: 20,668 shares; 2025Q3: 13,169 shares; 2025Q4: 13,498 shares 13,498 $2.78M <0.01% +329 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,438 shares; 2024Q4: 9,308 shares; 2025Q1: 9,611 shares; 2025Q2: 8,993 shares; 2025Q3: 8,070 shares; 2025Q4: 12,894 shares 12,894 $2.77M <0.01% +4,824 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 13,076 shares; 2025Q1: 43,404 shares; 2025Q2: 44,359 shares; 2025Q3: 63,146 shares; 2025Q4: 74,647 shares 74,647 $2.77M <0.01% +11,501 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,844 shares; 2024Q4: 24,668 shares; 2025Q1: 100,904 shares; 2025Q2: 114,169 shares; 2025Q3: 58,156 shares; 2025Q4: 124,155 shares 124,155 $2.77M <0.01% +65,999 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,609 shares; 2024Q4: 32,037 shares; 2025Q1: 26,979 shares; 2025Q2: 29,398 shares; 2025Q3: 33,346 shares; 2025Q4: 32,963 shares 32,963 $2.76M <0.01% -383 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 1,118 shares; 2025Q1: 1,023 shares; 2025Q2: 1,064 shares; 2025Q3: 1,048 shares; 2025Q4: 1,281 shares 1,281 $2.75M <0.01% +233 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,024 shares; 2024Q4: 19,776 shares; 2025Q1: 20,774 shares; 2025Q2: 19,831 shares; 2025Q3: 16,312 shares; 2025Q4: 9,997 shares 9,997 $2.75M <0.01% -6,315 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,345 shares; 2024Q4: 47,945 shares; 2025Q1: 47,945 shares; 2025Q2: 47,945 shares; 2025Q3: 47,945 shares; 2025Q4: 112,767 shares 112,767 $2.75M <0.01% +64,822 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,838 shares; 2024Q4: 97,394 shares; 2025Q1: 96,066 shares; 2025Q2: 102,407 shares; 2025Q3: 105,909 shares; 2025Q4: 104,604 shares 104,604 $2.75M <0.01% -1,305 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,291 shares; 2024Q4: 76,177 shares; 2025Q1: 88,194 shares; 2025Q2: 85,517 shares; 2025Q3: 80,499 shares; 2025Q4: 80,308 shares 80,308 $2.74M <0.01% -191 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,028 shares; 2024Q4: 32,289 shares; 2025Q1: 34,568 shares; 2025Q2: 51,752 shares; 2025Q3: 55,048 shares; 2025Q4: 56,705 shares 56,705 $2.73M <0.01% +1,657 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 9,769 shares; 2025Q1: 9,347 shares; 2025Q2: 10,048 shares; 2025Q3: 10,619 shares; 2025Q4: 9,216 shares 9,216 $2.73M <0.01% -1,403 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,965 shares; 2024Q4: 43,644 shares; 2025Q1: 40,579 shares; 2025Q2: 36,662 shares; 2025Q3: 35,218 shares; 2025Q4: 34,201 shares 34,201 $2.73M <0.01% -1,017 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,592 shares; 2024Q4: 18,965 shares; 2025Q1: 17,595 shares; 2025Q2: 8,454 shares; 2025Q3: 8,676 shares; 2025Q4: 8,441 shares 8,441 $2.71M <0.01% -235 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,518 shares 26,518 $2.71M <0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,174 shares; 2024Q4: 15,882 shares; 2025Q1: 16,036 shares; 2025Q2: 419,237 shares; 2025Q3: 606,013 shares; 2025Q4: 377,434 shares 377,434 $2.69M <0.01% -228,579 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,873 shares; 2024Q4: 16,478 shares; 2025Q1: 16,620 shares; 2025Q2: 17,094 shares; 2025Q3: 27,467 shares; 2025Q4: 27,093 shares 27,093 $2.68M <0.01% -374 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,812 shares; 2024Q4: 42,887 shares; 2025Q1: 57,825 shares; 2025Q2: 56,555 shares; 2025Q3: 57,462 shares; 2025Q4: 57,474 shares 57,474 $2.67M <0.01% +12 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,981 shares; 2024Q4: 29,226 shares; 2025Q1: 29,865 shares; 2025Q2: 29,550 shares; 2025Q3: 29,066 shares; 2025Q4: 27,271 shares 27,271 $2.67M <0.01% -1,795 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 10,206 shares; 2025Q1: 9,954 shares; 2025Q2: 31,020 shares; 2025Q3: 30,933 shares; 2025Q4: 30,972 shares 30,972 $2.67M <0.01% +39 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,074 shares 31,074 $2.66M <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,610 shares; 2024Q4: 69,980 shares; 2025Q1: 76,537 shares; 2025Q2: 72,668 shares; 2025Q3: 75,731 shares; 2025Q4: 72,593 shares 72,593 $2.63M <0.01% -3,138 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 50,086 shares; 2025Q1: 50,431 shares; 2025Q2: 50,941 shares; 2025Q3: 34,284 shares; 2025Q4: 40,027 shares 40,027 $2.63M <0.01% +5,743 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,762 shares; 2024Q4: 140,179 shares; 2025Q1: 144,283 shares; 2025Q2: 158,715 shares; 2025Q3: 160,976 shares; 2025Q4: 159,152 shares 159,152 $2.63M <0.01% -1,824 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,069 shares; 2024Q4: 74,805 shares; 2025Q1: 74,256 shares; 2025Q2: 75,572 shares; 2025Q3: 75,117 shares; 2025Q4: 74,856 shares 74,856 $2.62M <0.01% -261 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126,878 shares; 2025Q3: 152,323 shares; 2025Q4: 234,343 shares 234,343 $2.61M <0.01% +82,020 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,242 shares; 2025Q4: 24,391 shares 24,391 $2.6M <0.01% -4,851 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,466 shares; 2024Q4: 7,602 shares; 2025Q1: 7,048 shares; 2025Q2: 26,624 shares; 2025Q3: 7,425 shares; 2025Q4: 11,338 shares 11,338 $2.6M <0.01% +3,913 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,775 shares; 2024Q4: 244,036 shares; 2025Q1: 244,589 shares; 2025Q2: 235,869 shares; 2025Q3: 219,911 shares; 2025Q4: 111,406 shares 111,406 $2.59M <0.01% -108,505 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,906 shares; 2024Q4: 62,801 shares; 2025Q1: 68,750 shares; 2025Q2: 68,390 shares; 2025Q3: 68,742 shares; 2025Q4: 118,025 shares 118,025 $2.58M <0.01% +49,283 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,242 shares; 2024Q4: 23,930 shares; 2025Q1: 24,608 shares; 2025Q2: 25,032 shares; 2025Q3: 29,765 shares; 2025Q4: 25,478 shares 25,478 $2.57M <0.01% -4,287 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,923 shares; 2024Q4: 108,881 shares; 2025Q1: 47,954 shares; 2025Q2: 55,602 shares; 2025Q3: 28,480 shares; 2025Q4: 22,682 shares 22,682 $2.56M <0.01% -5,798 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 38,888 shares; 2025Q1: 40,382 shares; 2025Q2: 46,772 shares; 2025Q3: 52,080 shares; 2025Q4: 53,241 shares 53,241 $2.56M <0.01% +1,161 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,514 shares; 2024Q4: 267,378 shares; 2025Q1: 264,473 shares; 2025Q2: 265,090 shares; 2025Q3: 267,077 shares; 2025Q4: 269,290 shares 269,290 $2.55M <0.01% +2,213 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,594 shares; 2024Q4: 34,611 shares; 2025Q1: 31,361 shares; 2025Q2: 31,446 shares; 2025Q3: 31,848 shares; 2025Q4: 32,035 shares 32,035 $2.55M <0.01% +187 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 5,606 shares; 2025Q1: 5,635 shares; 2025Q2: 5,645 shares; 2025Q3: 5,745 shares; 2025Q4: 5,701 shares 5,701 $2.53M <0.01% -44 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 28,484 shares; 2025Q1: 29,872 shares; 2025Q2: 31,876 shares; 2025Q3: 30,289 shares; 2025Q4: 30,352 shares 30,352 $2.53M <0.01% +63 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,367 shares; 2024Q4: 131,376 shares; 2025Q1: 66,187 shares; 2025Q2: 62,558 shares; 2025Q3: 62,247 shares; 2025Q4: 56,650 shares 56,650 $2.52M <0.01% -5,597 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,525 shares; 2024Q4: 25,845 shares; 2025Q1: 32,718 shares; 2025Q2: 33,896 shares; 2025Q3: 35,104 shares; 2025Q4: 34,979 shares 34,979 $2.52M <0.01% -125 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,044 shares; 2024Q4: 158,623 shares; 2025Q1: 151,564 shares; 2025Q2: 147,663 shares; 2025Q3: 166,000 shares; 2025Q4: 146,671 shares 146,671 $2.52M <0.01% -19,329 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,840 shares 288,840 $2.46M <0.01% new Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,745 shares; 2024Q4: 28,144 shares; 2025Q1: 27,306 shares; 2025Q2: 26,869 shares; 2025Q3: 26,001 shares; 2025Q4: 26,001 shares 26,001 $2.45M <0.01% 0 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,579 shares; 2024Q4: 151,705 shares; 2025Q1: 152,481 shares; 2025Q2: 153,486 shares; 2025Q3: 155,701 shares; 2025Q4: 154,343 shares 154,343 $2.44M <0.01% -1,358 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,565 shares; 2024Q4: 30,259 shares; 2025Q1: 32,069 shares; 2025Q2: 30,342 shares; 2025Q3: 27,092 shares; 2025Q4: 32,845 shares 32,845 $2.43M <0.01% +5,753 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,300 shares; 2025Q2: 60,800 shares; 2025Q3: 68,915 shares; 2025Q4: 92,089 shares 92,089 $2.43M <0.01% +23,174 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,064 shares; 2024Q4: 77,207 shares; 2025Q1: 11,637 shares; 2025Q2: 13,089 shares; 2025Q3: 12,563 shares; 2025Q4: 12,823 shares 12,823 $2.42M <0.01% +260 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,784 shares; 2024Q4: 13,637 shares; 2025Q1: 8,299 shares; 2025Q2: 7,804 shares; 2025Q3: 7,835 shares; 2025Q4: 14,329 shares 14,329 $2.41M <0.01% +6,494 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,022 shares; 2024Q4: 29,356 shares; 2025Q1: 17,401 shares; 2025Q2: 29,488 shares; 2025Q3: 49,924 shares; 2025Q4: 55,642 shares 55,642 $2.41M <0.01% +5,718 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,238 shares; 2024Q4: 14,837 shares; 2025Q1: 11,695 shares; 2025Q2: 15,672 shares; 2025Q3: 18,682 shares; 2025Q4: 16,311 shares 16,311 $2.41M <0.01% -2,371 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,773 shares 36,773 $2.41M <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,275 shares; 2024Q4: 48,086 shares; 2025Q1: 38,684 shares; 2025Q2: 35,942 shares; 2025Q3: 37,368 shares; 2025Q4: 40,934 shares 40,934 $2.4M <0.01% +3,566 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,616 shares; 2024Q4: 521,296 shares; 2025Q1: 612,983 shares; 2025Q2: 612,455 shares; 2025Q3: 614,320 shares; 2025Q4: 306,123 shares 306,123 $2.4M <0.01% -308,197 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,826 shares; 2024Q4: 36,515 shares; 2025Q1: 36,009 shares; 2025Q2: 19,536 shares; 2025Q3: 19,566 shares; 2025Q4: 18,921 shares 18,921 $2.4M <0.01% -645 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 8,438 shares; 2025Q1: 6,010 shares; 2025Q2: 6,059 shares; 2025Q3: 6,279 shares; 2025Q4: 6,701 shares 6,701 $2.39M <0.01% +422 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,760 shares; 2024Q4: 157,611 shares; 2025Q1: 165,150 shares; 2025Q2: 209,829 shares; 2025Q3: 236,858 shares; 2025Q4: 204,646 shares 204,646 $2.38M <0.01% -32,212 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,391 shares; 2025Q1: 5,727 shares; 2025Q2: 18,942 shares; 2025Q3: 55,145 shares; 2025Q4: 23,117 shares 23,117 $2.38M <0.01% -32,028 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 126,870 shares; 2025Q4: 116,870 shares 116,870 $2.34M <0.01% -10,000 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,035 shares; 2024Q4: 326,035 shares; 2025Q1: 326,035 shares; 2025Q2: 326,035 shares; 2025Q3: 326,873 shares; 2025Q4: 326,873 shares 326,873 $2.34M <0.01% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,309 shares; 2024Q4: 101,286 shares; 2025Q1: 100,634 shares; 2025Q2: 91,706 shares; 2025Q3: 68,832 shares; 2025Q4: 77,251 shares 77,251 $2.34M <0.01% +8,419 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,520 shares; 2024Q4: 42,520 shares; 2025Q1: 42,987 shares; 2025Q2: 40,520 shares; 2025Q3: 60,780 shares; 2025Q4: 61,084 shares 61,084 $2.34M <0.01% +304 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,363 shares; 2024Q4: 64,106 shares; 2025Q1: 62,606 shares; 2025Q2: 62,729 shares; 2025Q3: 61,329 shares; 2025Q4: 61,329 shares 61,329 $2.33M <0.01% 0 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,427 shares; 2024Q4: 50,307 shares; 2025Q1: 55,267 shares; 2025Q2: 56,782 shares; 2025Q3: 56,907 shares; 2025Q4: 59,036 shares 59,036 $2.32M <0.01% +2,129 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,927 shares; 2025Q1: 143,009 shares; 2025Q2: 40,080 shares; 2025Q3: 35,161 shares; 2025Q4: 30,741 shares 30,741 $2.32M <0.01% -4,420 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,967 shares; 2025Q3: 81,208 shares; 2025Q4: 70,732 shares 70,732 $2.32M <0.01% -10,476 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,888 shares; 2025Q4: 30,245 shares 30,245 $2.31M <0.01% -4,643 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,698 shares; 2024Q4: 106,821 shares; 2025Q1: 118,428 shares; 2025Q2: 110,454 shares; 2025Q3: 97,074 shares; 2025Q4: 81,028 shares 81,028 $2.29M <0.01% -16,046 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,776 shares; 2024Q4: 72,745 shares; 2025Q1: 65,708 shares; 2025Q2: 53,374 shares; 2025Q3: 55,796 shares; 2025Q4: 55,339 shares 55,339 $2.28M <0.01% -457 Timeline