IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 9,658 shares; 2025Q1: 9,711 shares; 2025Q2: 9,668 shares; 2025Q3: 11,474 shares; 2025Q4: 31,733 shares 31,733 $3.07M 0.02% +20,259 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 6,144 shares; 2025Q1: 7,393 shares; 2025Q2: 6,038 shares; 2025Q3: 10,105 shares; 2025Q4: 25,646 shares 25,646 $3.07M 0.02% +15,541 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,199 shares; 2024Q4: 46,699 shares; 2025Q1: 45,068 shares; 2025Q2: 47,150 shares; 2025Q3: 29,748 shares; 2025Q4: 29,246 shares 29,246 $3.07M 0.02% -502 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,951 shares; 2025Q1: 6,670 shares; 2025Q2: 7,222 shares; 2025Q3: 7,116 shares; 2025Q4: 7,918 shares 7,918 $3.04M 0.02% +802 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,619 shares; 2024Q4: 74,952 shares; 2025Q1: 107,944 shares; 2025Q2: 89,250 shares; 2025Q3: 70,678 shares; 2025Q4: 67,502 shares 67,502 $3.03M 0.02% -3,176 Timeline STPZ 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: 124,011 shares; 2024Q4: 110,431 shares; 2025Q1: 104,256 shares; 2025Q2: 91,946 shares; 2025Q3: 72,596 shares; 2025Q4: 56,468 shares 56,468 $3.03M 0.02% -16,128 Timeline VPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,701 shares 37,701 $2.95M 0.02% new Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,449 shares; 2025Q4: 39,625 shares 39,625 $2.92M 0.02% +16,176 Timeline SMMV 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: 77,161 shares; 2024Q4: 65,678 shares; 2025Q1: 61,878 shares; 2025Q2: 60,742 shares; 2025Q3: 67,873 shares; 2025Q4: 67,287 shares 67,287 $2.92M 0.02% -586 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: 92,761 shares; 2024Q4: 87,818 shares; 2025Q1: 82,408 shares; 2025Q2: 80,608 shares; 2025Q3: 8,398 shares; 2025Q4: 7,022 shares 7,022 $2.9M 0.02% -1,376 Timeline IBDW 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: 96,131 shares; 2024Q4: 106,195 shares; 2025Q1: 127,237 shares; 2025Q2: 127,537 shares; 2025Q3: 131,838 shares; 2025Q4: 132,108 shares 132,108 $2.79M 0.02% +270 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: 60,097 shares; 2024Q4: 59,416 shares; 2025Q1: 59,791 shares; 2025Q2: 58,893 shares; 2025Q3: 17,736 shares; 2025Q4: 32,736 shares 32,736 $2.77M 0.02% +15,000 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,594 shares; 2024Q4: 20,056 shares; 2025Q1: 20,498 shares; 2025Q2: 21,360 shares; 2025Q3: 15,774 shares; 2025Q4: 30,059 shares 30,059 $2.76M 0.02% +14,285 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,122 shares; 2024Q4: 44,365 shares; 2025Q1: 39,143 shares; 2025Q2: 36,444 shares; 2025Q3: 39,719 shares; 2025Q4: 39,096 shares 39,096 $2.75M 0.02% -623 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,974 shares; 2025Q4: 28,488 shares 28,488 $2.74M 0.02% +1,514 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: 1,928 shares; 2024Q4: 1,854 shares; 2025Q1: 1,749 shares; 2025Q2: 1,847 shares; 2025Q3: 13,070 shares; 2025Q4: 13,701 shares 13,701 $2.74M 0.02% +631 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,033 shares 37,033 $2.73M 0.02% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,367 shares; 2024Q4: 146,141 shares; 2025Q1: 122,991 shares; 2025Q2: 133,369 shares; 2025Q3: 186,014 shares; 2025Q4: 189,158 shares 189,158 $2.72M 0.02% +3,144 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: 6,352 shares; 2024Q4: 7,039 shares; 2025Q1: 7,168 shares; 2025Q2: 7,040 shares; 2025Q3: 7,278 shares; 2025Q4: 9,853 shares 9,853 $2.71M 0.02% +2,575 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,738 shares; 2025Q1: 2,608 shares; 2025Q2: 2,795 shares; 2025Q3: 2,318 shares; 2025Q4: 2,534 shares 2,534 $2.71M 0.02% +216 Timeline IDV 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: 45,436 shares; 2024Q4: 52,036 shares; 2025Q1: 47,939 shares; 2025Q2: 64,147 shares; 2025Q3: 67,996 shares; 2025Q4: 68,614 shares 68,614 $2.71M 0.02% +618 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 9,491 shares; 2025Q1: 9,651 shares; 2025Q2: 9,399 shares; 2025Q3: 5,875 shares; 2025Q4: 6,312 shares 6,312 $2.69M 0.02% +437 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 13,430 shares; 2025Q1: 13,565 shares; 2025Q2: 13,295 shares; 2025Q3: 16,855 shares; 2025Q4: 25,277 shares 25,277 $2.67M 0.02% +8,422 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,540 shares; 2024Q4: 70,671 shares; 2025Q1: 69,931 shares; 2025Q2: 66,514 shares; 2025Q3: 36,141 shares; 2025Q4: 36,176 shares 36,176 $2.66M 0.02% +35 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,441 shares; 2024Q4: 39,022 shares; 2025Q1: 35,995 shares; 2025Q2: 71,384 shares; 2025Q3: 57,496 shares; 2025Q4: 66,339 shares 66,339 $2.66M 0.02% +8,843 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: 69,976 shares; 2024Q4: 41,185 shares; 2025Q1: 52,633 shares; 2025Q2: 50,463 shares; 2025Q3: 30,916 shares; 2025Q4: 32,817 shares 32,817 $2.65M 0.02% +1,901 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: 14,916 shares; 2024Q4: 35,813 shares; 2025Q1: 49,636 shares; 2025Q2: 46,509 shares; 2025Q3: 44,278 shares; 2025Q4: 43,856 shares 43,856 $2.63M 0.02% -422 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: 33,760 shares; 2024Q4: 33,939 shares; 2025Q1: 49,117 shares; 2025Q2: 54,533 shares; 2025Q3: 44,800 shares; 2025Q4: 46,271 shares 46,271 $2.61M 0.02% +1,471 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 110,000 shares; 2025Q1: 110,000 shares; 2025Q2: 110,000 shares; 2025Q3: 112,600 shares; 2025Q4: 112,600 shares 112,600 $2.6M 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 1,503 shares; 2025Q1: 6,495 shares; 2025Q2: 1,708 shares; 2025Q3: 1,705 shares; 2025Q4: 2,423 shares 2,423 $2.59M 0.02% +718 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,401 shares; 2024Q4: 53,630 shares; 2025Q1: 57,491 shares; 2025Q2: 59,267 shares; 2025Q3: 50,476 shares; 2025Q4: 53,326 shares 53,326 $2.58M 0.02% +2,850 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,862 shares; 2024Q4: 11,154 shares; 2025Q1: 10,225 shares; 2025Q2: 10,533 shares; 2025Q3: 8,837 shares; 2025Q4: 9,443 shares 9,443 $2.56M 0.02% +606 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS 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: 80,034 shares; 2025Q4: 245,741 shares 245,741 $2.56M 0.02% +165,707 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 11,437 shares; 2025Q1: 14,069 shares; 2025Q2: 13,983 shares; 2025Q3: 18,233 shares; 2025Q4: 13,772 shares 13,772 $2.56M 0.02% -4,461 Timeline SPMO 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: 24,630 shares; 2024Q4: 27,495 shares; 2025Q1: 27,495 shares; 2025Q2: 27,375 shares; 2025Q3: 20,245 shares; 2025Q4: 21,412 shares 21,412 $2.55M 0.02% +1,167 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: 10,568 shares; 2024Q4: 10,244 shares; 2025Q1: 10,361 shares; 2025Q2: 10,109 shares; 2025Q3: 9,185 shares; 2025Q4: 9,840 shares 9,840 $2.55M 0.02% +655 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,051 shares 16,051 $2.53M 0.02% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,792 shares; 2025Q1: 3,792 shares; 2025Q2: 3,792 shares; 2025Q3: 3,802 shares; 2025Q4: 25,797 shares 25,797 $2.51M 0.02% +21,995 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,516 shares; 2025Q4: 34,824 shares 34,824 $2.51M 0.02% +6,308 Timeline VFH 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: 16,373 shares; 2024Q4: 19,890 shares; 2025Q1: 19,894 shares; 2025Q2: 21,268 shares; 2025Q3: 19,155 shares; 2025Q4: 18,766 shares 18,766 $2.51M 0.02% -389 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,395 shares; 2024Q4: 19,784 shares; 2025Q1: 19,323 shares; 2025Q2: 19,587 shares; 2025Q3: 18,270 shares; 2025Q4: 21,637 shares 21,637 $2.49M 0.02% +3,367 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: 72,766 shares; 2024Q4: 77,569 shares; 2025Q1: 61,338 shares; 2025Q2: 59,930 shares; 2025Q3: 49,902 shares; 2025Q4: 50,472 shares 50,472 $2.48M 0.02% +570 Timeline AVGB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,973 shares 47,973 $2.44M 0.02% new 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: 128,191 shares; 2024Q4: 98,823 shares; 2025Q1: 84,362 shares; 2025Q2: 77,033 shares; 2025Q3: 73,204 shares; 2025Q4: 58,873 shares 58,873 $2.43M 0.02% -14,331 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,022 shares; 2025Q4: 128,735 shares 128,735 $2.42M 0.02% +112,713 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,371 shares; 2025Q1: 12,571 shares; 2025Q2: 12,609 shares; 2025Q3: 11,127 shares; 2025Q4: 53,047 shares 53,047 $2.42M 0.02% +41,920 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,972 shares; 2024Q4: 219,019 shares; 2025Q1: 203,148 shares; 2025Q2: 203,743 shares; 2025Q3: 17,190 shares; 2025Q4: 17,066 shares 17,066 $2.41M 0.02% -124 Timeline EMGF 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: 71,914 shares; 2024Q4: 67,962 shares; 2025Q1: 67,287 shares; 2025Q2: 47,535 shares; 2025Q3: 41,640 shares; 2025Q4: 41,640 shares 41,640 $2.41M 0.02% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,754 shares; 2025Q4: 103,664 shares 103,664 $2.41M 0.02% +10,910 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,048 shares; 2024Q4: 17,527 shares; 2025Q1: 17,454 shares; 2025Q2: 16,976 shares; 2025Q3: 20,607 shares; 2025Q4: 24,245 shares 24,245 $2.41M 0.02% +3,638 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,016 shares; 2024Q4: 25,718 shares; 2025Q1: 32,240 shares; 2025Q2: 25,479 shares; 2025Q3: 19,213 shares; 2025Q4: 17,213 shares 17,213 $2.39M 0.02% -2,000 Timeline IFGL 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: 23,415 shares; 2024Q4: 23,100 shares; 2025Q1: 23,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,756 shares 102,756 $2.37M 0.02% new Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,491 shares; 2024Q4: 52,138 shares; 2025Q1: 51,094 shares; 2025Q2: 49,670 shares; 2025Q3: 45,648 shares; 2025Q4: 45,072 shares 45,072 $2.37M 0.02% -576 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 12,649 shares; 2025Q1: 12,500 shares; 2025Q2: 10,429 shares; 2025Q3: 25,440 shares; 2025Q4: 31,468 shares 31,468 $2.36M 0.02% +6,028 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,280 shares; 2025Q4: 45,353 shares 45,353 $2.35M 0.02% +32,073 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,562 shares 21,562 $2.34M 0.02% new 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: 36,656 shares; 2024Q4: 33,904 shares; 2025Q1: 35,046 shares; 2025Q2: 35,445 shares; 2025Q3: 25,276 shares; 2025Q4: 31,725 shares 31,725 $2.33M 0.02% +6,449 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,374 shares; 2024Q4: 69,483 shares; 2025Q1: 69,572 shares; 2025Q2: 71,637 shares; 2025Q3: 30,894 shares; 2025Q4: 50,678 shares 50,678 $2.33M 0.02% +19,784 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,550 shares; 2025Q1: 127,050 shares; 2025Q2: 211,950 shares; 2025Q3: 161,600 shares; 2025Q4: 259,212 shares 259,212 $2.32M 0.02% +97,612 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: 7,056 shares; 2024Q4: 6,199 shares; 2025Q1: 3,896 shares; 2025Q2: 4,396 shares; 2025Q3: 13,075 shares; 2025Q4: 10,215 shares 10,215 $2.31M 0.02% -2,860 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,555 shares; 2024Q4: 19,076 shares; 2025Q1: 20,342 shares; 2025Q2: 20,240 shares; 2025Q3: 12,380 shares; 2025Q4: 13,152 shares 13,152 $2.31M 0.02% +772 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,018 shares; 2024Q4: 21,029 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 26,571 shares; 2025Q4: 45,747 shares 45,747 $2.3M 0.02% +19,176 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,943 shares; 2024Q4: 91,055 shares; 2025Q1: 71,405 shares; 2025Q2: 68,758 shares; 2025Q3: 88,016 shares; 2025Q4: 76,789 shares 76,789 $2.3M 0.02% -11,227 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,658 shares; 2025Q1: 77,003 shares; 2025Q2: 79,199 shares; 2025Q3: 88,262 shares; 2025Q4: 81,648 shares 81,648 $2.29M 0.02% -6,614 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY 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: 134,860 shares; 2025Q4: 120,860 shares 120,860 $2.27M 0.02% -14,000 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: 9,631 shares; 2024Q4: 8,275 shares; 2025Q1: 9,704 shares; 2025Q2: 8,167 shares; 2025Q3: 10,628 shares; 2025Q4: 10,880 shares 10,880 $2.26M 0.02% +252 Timeline IHE 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: 20,076 shares; 2024Q4: 20,485 shares; 2025Q1: 19,885 shares; 2025Q2: 19,985 shares; 2025Q3: 17,700 shares; 2025Q4: 26,621 shares 26,621 $2.26M 0.02% +8,921 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: 9,859 shares; 2024Q4: 8,897 shares; 2025Q1: 9,098 shares; 2025Q2: 8,932 shares; 2025Q3: not reported; 2025Q4: 97,803 shares 97,803 $2.25M 0.02% new Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,836 shares; 2025Q4: 42,779 shares 42,779 $2.25M 0.02% -5,057 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,792 shares; 2024Q4: 82,747 shares; 2025Q1: 82,201 shares; 2025Q2: 81,551 shares; 2025Q3: 57,867 shares; 2025Q4: 123,413 shares 123,413 $2.25M 0.02% +65,546 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,775 shares 108,775 $2.24M 0.02% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 6,292 shares; 2025Q1: 5,547 shares; 2025Q2: 5,758 shares; 2025Q3: 11,501 shares; 2025Q4: 30,775 shares 30,775 $2.24M 0.02% +19,274 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,306 shares; 2024Q4: 40,682 shares; 2025Q1: 40,520 shares; 2025Q2: 39,876 shares; 2025Q3: 38,087 shares; 2025Q4: 44,295 shares 44,295 $2.22M 0.02% +6,208 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 9,091 shares; 2025Q1: 8,473 shares; 2025Q2: 6,696 shares; 2025Q3: 31,500 shares; 2025Q4: 27,958 shares 27,958 $2.22M 0.02% -3,542 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: 4,255 shares; 2024Q4: 4,304 shares; 2025Q1: 7,533 shares; 2025Q2: 4,569 shares; 2025Q3: 16,070 shares; 2025Q4: 43,319 shares 43,319 $2.21M 0.02% +27,249 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,728 shares; 2024Q4: not reported; 2025Q1: 63,728 shares; 2025Q2: not reported; 2025Q3: 64,781 shares; 2025Q4: 63,381 shares 63,381 $2.2M 0.02% -1,400 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 6,039 shares; 2025Q1: 25,467 shares; 2025Q2: 5,764 shares; 2025Q3: 6,731 shares; 2025Q4: 6,510 shares 6,510 $2.19M 0.02% -221 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,529 shares; 2025Q1: 5,529 shares; 2025Q2: 5,533 shares; 2025Q3: 5,529 shares; 2025Q4: 5,539 shares 5,539 $2.18M 0.02% +10 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,335 shares 20,335 $2.16M 0.02% new Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 7,087 shares; 2025Q1: not reported; 2025Q2: 51,007 shares; 2025Q3: 57,681 shares; 2025Q4: 57,681 shares 57,681 $2.16M 0.02% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,194 shares; 2025Q4: 22,892 shares 22,892 $2.15M 0.02% -1,302 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,140 shares; 2025Q4: 109,082 shares 109,082 $2.15M 0.02% +98,942 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,962 shares; 2024Q4: 32,932 shares; 2025Q1: 32,951 shares; 2025Q2: 32,932 shares; 2025Q3: 33,144 shares; 2025Q4: 34,144 shares 34,144 $2.15M 0.02% +1,000 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 20,356 shares; 2025Q1: 101,628 shares; 2025Q2: 17,584 shares; 2025Q3: 16,623 shares; 2025Q4: 22,257 shares 22,257 $2.14M 0.02% +5,634 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 13,842 shares; 2025Q1: 44,648 shares; 2025Q2: 57,699 shares; 2025Q3: 65,609 shares; 2025Q4: 65,615 shares 65,615 $2.14M 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,652 shares 15,652 $2.13M 0.02% new 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: 25,700 shares; 2024Q4: 33,987 shares; 2025Q1: 29,200 shares; 2025Q2: 28,685 shares; 2025Q3: 35,807 shares; 2025Q4: 45,056 shares 45,056 $2.13M 0.01% +9,249 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 10,072 shares; 2025Q1: not reported; 2025Q2: 2,543 shares; 2025Q3: 3,557 shares; 2025Q4: 21,153 shares 21,153 $2.12M 0.01% +17,596 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,247 shares; 2024Q4: 52,268 shares; 2025Q1: 52,446 shares; 2025Q2: 54,794 shares; 2025Q3: 59,881 shares; 2025Q4: 63,216 shares 63,216 $2.12M 0.01% +3,335 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,201 shares; 2024Q4: 53,542 shares; 2025Q1: 54,279 shares; 2025Q2: 64,931 shares; 2025Q3: 47,223 shares; 2025Q4: 47,175 shares 47,175 $2.1M 0.01% -48 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: 9,055 shares; 2024Q4: 9,089 shares; 2025Q1: 10,184 shares; 2025Q2: 10,214 shares; 2025Q3: 12,612 shares; 2025Q4: 16,415 shares 16,415 $2.09M 0.01% +3,803 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: 11,481 shares; 2024Q4: 11,811 shares; 2025Q1: 12,059 shares; 2025Q2: 11,765 shares; 2025Q3: 19,132 shares; 2025Q4: 22,610 shares 22,610 $2.07M 0.01% +3,478 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,199 shares; 2025Q1: not reported; 2025Q2: 1,911 shares; 2025Q3: 14,388 shares; 2025Q4: 14,447 shares 14,447 $2.06M 0.01% +59 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,108 shares; 2025Q1: 3,062 shares; 2025Q2: 1,549 shares; 2025Q3: 45,399 shares; 2025Q4: 9,888 shares 9,888 $2.05M 0.01% -35,511 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: 14,816 shares; 2024Q4: 14,446 shares; 2025Q1: 12,001 shares; 2025Q2: 12,732 shares; 2025Q3: 92,635 shares; 2025Q4: 97,772 shares 97,772 $2.05M 0.01% +5,137 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,542 shares 206,542 $2.05M 0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,362 shares; 2024Q4: 24,988 shares; 2025Q1: 18,240 shares; 2025Q2: 22,947 shares; 2025Q3: 17,706 shares; 2025Q4: 17,416 shares 17,416 $2.05M 0.01% -290 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: 7,626 shares; 2024Q4: 4,701 shares; 2025Q1: 4,809 shares; 2025Q2: 3,965 shares; 2025Q3: 5,301 shares; 2025Q4: 5,842 shares 5,842 $2.05M 0.01% +541 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,233 shares; 2024Q4: 33,123 shares; 2025Q1: 33,123 shares; 2025Q2: 32,746 shares; 2025Q3: 40,395 shares; 2025Q4: 41,386 shares 41,386 $2.05M 0.01% +991 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR 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: 195,178 shares 195,178 $2.04M 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 4,337 shares; 2025Q1: 1,580 shares; 2025Q2: 1,639 shares; 2025Q3: 11,349 shares; 2025Q4: 11,185 shares 11,185 $2.02M 0.01% -164 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,248 shares; 2024Q4: 41,125 shares; 2025Q1: 35,670 shares; 2025Q2: 37,704 shares; 2025Q3: 41,099 shares; 2025Q4: 42,248 shares 42,248 $2.02M 0.01% +1,149 Timeline USXF 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: 32,375 shares; 2025Q4: 34,841 shares 34,841 $2.01M 0.01% +2,466 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: 7,880 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares; 2025Q2: 8,515 shares; 2025Q3: 21,482 shares; 2025Q4: 28,080 shares 28,080 $1.99M 0.01% +6,598 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: 8,036 shares; 2024Q4: 8,137 shares; 2025Q1: 7,496 shares; 2025Q2: 7,379 shares; 2025Q3: 4,770 shares; 2025Q4: 5,119 shares 5,119 $1.99M 0.01% +349 Timeline AVRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,122 shares; 2025Q4: 45,588 shares 45,588 $1.98M 0.01% -534 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 7,653 shares; 2025Q1: 7,700 shares; 2025Q2: 7,370 shares; 2025Q3: 7,307 shares; 2025Q4: 7,341 shares 7,341 $1.98M 0.01% +34 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: 39,870 shares; 2024Q4: 40,769 shares; 2025Q1: 41,144 shares; 2025Q2: 42,232 shares; 2025Q3: 36,797 shares; 2025Q4: 37,387 shares 37,387 $1.98M 0.01% +590 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 13,193 shares; 2025Q1: 11,371 shares; 2025Q2: 11,100 shares; 2025Q3: 12,430 shares; 2025Q4: 13,960 shares 13,960 $1.97M 0.01% +1,530 Timeline VDC 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: 8,831 shares; 2024Q4: 8,902 shares; 2025Q1: 8,362 shares; 2025Q2: 8,334 shares; 2025Q3: 8,611 shares; 2025Q4: 9,292 shares 9,292 $1.96M 0.01% +681 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: 3,039 shares; 2024Q4: 4,482 shares; 2025Q1: 4,623 shares; 2025Q2: 8,422 shares; 2025Q3: 11,321 shares; 2025Q4: 8,518 shares 8,518 $1.96M 0.01% -2,803 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 14,962 shares; 2025Q1: 10,366 shares; 2025Q2: 9,985 shares; 2025Q3: 8,537 shares; 2025Q4: 10,529 shares 10,529 $1.95M 0.01% +1,992 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,783 shares; 2024Q4: 9,651 shares; 2025Q1: 8,554 shares; 2025Q2: 9,929 shares; 2025Q3: 10,476 shares; 2025Q4: 8,531 shares 8,531 $1.94M 0.01% -1,945 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 5,702 shares; 2025Q1: 5,879 shares; 2025Q2: 6,698 shares; 2025Q3: 6,179 shares; 2025Q4: 5,978 shares 5,978 $1.94M 0.01% -201 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,202 shares; 2024Q4: 17,198 shares; 2025Q1: 19,493 shares; 2025Q2: 15,737 shares; 2025Q3: 18,221 shares; 2025Q4: 18,404 shares 18,404 $1.93M 0.01% +183 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: 29,282 shares 29,282 $1.92M 0.01% new 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: 6,892 shares; 2024Q4: 7,094 shares; 2025Q1: 7,847 shares; 2025Q2: 9,101 shares; 2025Q3: 14,118 shares; 2025Q4: 13,447 shares 13,447 $1.91M 0.01% -671 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,629 shares; 2025Q4: 8,427 shares 8,427 $1.91M 0.01% +3,798 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: 25,869 shares; 2024Q4: 23,119 shares; 2025Q1: 22,538 shares; 2025Q2: 21,629 shares; 2025Q3: 24,079 shares; 2025Q4: 25,811 shares 25,811 $1.91M 0.01% +1,732 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 165,518 shares; 2025Q4: 49,285 shares 49,285 $1.9M 0.01% -116,233 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,313 shares; 2024Q4: 57,882 shares; 2025Q1: 58,672 shares; 2025Q2: 57,528 shares; 2025Q3: 52,810 shares; 2025Q4: 48,608 shares 48,608 $1.9M 0.01% -4,202 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,984 shares; 2025Q4: 45,798 shares 45,798 $1.9M 0.01% +1,814 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,266 shares; 2024Q4: 49,466 shares; 2025Q1: 65,966 shares; 2025Q2: 67,965 shares; 2025Q3: 55,139 shares; 2025Q4: 54,729 shares 54,729 $1.89M 0.01% -410 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,497 shares; 2025Q1: 11,178 shares; 2025Q2: 13,572 shares; 2025Q3: 15,790 shares; 2025Q4: 15,930 shares 15,930 $1.88M 0.01% +140 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,145 shares; 2024Q4: 15,027 shares; 2025Q1: 14,609 shares; 2025Q2: 15,022 shares; 2025Q3: 4,152 shares; 2025Q4: 4,228 shares 4,228 $1.88M 0.01% +76 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,710 shares; 2024Q4: 24,999 shares; 2025Q1: 20,974 shares; 2025Q2: 18,019 shares; 2025Q3: 19,801 shares; 2025Q4: 15,557 shares 15,557 $1.87M 0.01% -4,244 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,991 shares; 2024Q4: 56,340 shares; 2025Q1: 52,140 shares; 2025Q2: 46,340 shares; 2025Q3: 33,700 shares; 2025Q4: 48,314 shares 48,314 $1.86M 0.01% +14,614 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: 24,475 shares; 2024Q4: 25,390 shares; 2025Q1: 205,405 shares; 2025Q2: 208,260 shares; 2025Q3: 252,240 shares; 2025Q4: 70,177 shares 70,177 $1.85M 0.01% -182,063 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 25,053 shares; 2025Q1: 26,016 shares; 2025Q2: 25,681 shares; 2025Q3: 14,117 shares; 2025Q4: 22,082 shares 22,082 $1.85M 0.01% +7,965 Timeline ICLN 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: 146,952 shares; 2024Q4: 118,778 shares; 2025Q1: 106,196 shares; 2025Q2: 108,029 shares; 2025Q3: 115,067 shares; 2025Q4: 111,789 shares 111,789 $1.84M 0.01% -3,278 Timeline FLRT 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: 4,225 shares; 2025Q1: 6,025 shares; 2025Q2: 8,775 shares; 2025Q3: 29,611 shares; 2025Q4: 38,956 shares 38,956 $1.84M 0.01% +9,345 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,706 shares; 2024Q4: 24,427 shares; 2025Q1: 24,160 shares; 2025Q2: 22,807 shares; 2025Q3: 25,691 shares; 2025Q4: 26,181 shares 26,181 $1.84M 0.01% +490 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,360 shares; 2024Q4: 37,900 shares; 2025Q1: 128,159 shares; 2025Q2: 41,698 shares; 2025Q3: 25,378 shares; 2025Q4: 36,039 shares 36,039 $1.83M 0.01% +10,661 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,536 shares; 2025Q4: 108,166 shares 108,166 $1.83M 0.01% +96,630 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,205 shares; 2025Q4: 44,390 shares 44,390 $1.83M 0.01% +5,185 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: 13,817 shares; 2024Q4: 13,906 shares; 2025Q1: 15,286 shares; 2025Q2: 14,375 shares; 2025Q3: 14,500 shares; 2025Q4: 14,381 shares 14,381 $1.83M 0.01% -119 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 37,830 shares; 2025Q3: 62,060 shares; 2025Q4: 64,081 shares 64,081 $1.81M 0.01% +2,021 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,084 shares 109,084 $1.8M 0.01% new Timeline DFAW 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: 5,577 shares; 2024Q4: 7,694 shares; 2025Q1: 9,170 shares; 2025Q2: 9,544 shares; 2025Q3: 20,841 shares; 2025Q4: 24,247 shares 24,247 $1.79M 0.01% +3,406 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,391 shares; 2024Q4: 32,785 shares; 2025Q1: 32,034 shares; 2025Q2: 32,845 shares; 2025Q3: 32,621 shares; 2025Q4: 33,422 shares 33,422 $1.79M 0.01% +801 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: 1,042 shares; 2025Q2: 1,028 shares; 2025Q3: 1,029 shares; 2025Q4: 1,058 shares 1,058 $1.79M 0.01% +29 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,181 shares; 2024Q4: 16,487 shares; 2025Q1: 42,952 shares; 2025Q2: 129,243 shares; 2025Q3: 132,581 shares; 2025Q4: 152,009 shares 152,009 $1.79M 0.01% +19,428 Timeline FTCS 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: 19,223 shares; 2024Q4: 17,870 shares; 2025Q1: 15,820 shares; 2025Q2: 17,645 shares; 2025Q3: 19,790 shares; 2025Q4: 19,296 shares 19,296 $1.79M 0.01% -494 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,513 shares; 2025Q1: 4,709 shares; 2025Q2: 4,170 shares; 2025Q3: 5,720 shares; 2025Q4: 8,772 shares 8,772 $1.78M 0.01% +3,052 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: 19,432 shares; 2024Q4: 19,380 shares; 2025Q1: 19,108 shares; 2025Q2: 18,389 shares; 2025Q3: 19,092 shares; 2025Q4: 20,352 shares 20,352 $1.76M 0.01% +1,260 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 12,170 shares; 2025Q1: 12,170 shares; 2025Q2: 12,196 shares; 2025Q3: 10,718 shares; 2025Q4: 18,215 shares 18,215 $1.75M 0.01% +7,497 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,110 shares; 2024Q4: 9,359 shares; 2025Q1: 4,639 shares; 2025Q2: 11,558 shares; 2025Q3: 9,132 shares; 2025Q4: 9,021 shares 9,021 $1.75M 0.01% -111 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 18,890 shares; 2025Q1: 16,943 shares; 2025Q2: 15,723 shares; 2025Q3: 16,453 shares; 2025Q4: 32,829 shares 32,829 $1.74M 0.01% +16,376 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,020 shares; 2024Q4: 6,269 shares; 2025Q1: 6,408 shares; 2025Q2: 6,312 shares; 2025Q3: 8,403 shares; 2025Q4: 10,693 shares 10,693 $1.74M 0.01% +2,290 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,562 shares; 2024Q4: 40,722 shares; 2025Q1: 42,548 shares; 2025Q2: 45,595 shares; 2025Q3: 43,026 shares; 2025Q4: 42,275 shares 42,275 $1.74M 0.01% -751 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: 26,595 shares; 2024Q4: 25,903 shares; 2025Q1: 17,282 shares; 2025Q2: 16,085 shares; 2025Q3: 19,231 shares; 2025Q4: 17,485 shares 17,485 $1.73M 0.01% -1,746 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: 3,287 shares; 2024Q4: 2,463 shares; 2025Q1: 3,082 shares; 2025Q2: 2,747 shares; 2025Q3: 2,785 shares; 2025Q4: 3,521 shares 3,521 $1.73M 0.01% +736 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 17,605 shares; 2025Q1: 20,141 shares; 2025Q2: 19,696 shares; 2025Q3: 23,914 shares; 2025Q4: 24,849 shares 24,849 $1.73M 0.01% +935 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,549 shares 17,549 $1.72M 0.01% new Timeline CGW 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: 3,460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,460 shares; 2025Q3: 23,360 shares; 2025Q4: 27,262 shares 27,262 $1.72M 0.01% +3,902 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 8,615 shares; 2025Q1: 8,626 shares; 2025Q2: 8,605 shares; 2025Q3: 10,145 shares; 2025Q4: 11,739 shares 11,739 $1.7M 0.01% +1,594 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,971 shares; 2024Q4: 15,901 shares; 2025Q1: 14,125 shares; 2025Q2: 12,353 shares; 2025Q3: 11,036 shares; 2025Q4: 10,372 shares 10,372 $1.69M 0.01% -664 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD 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: 175,260 shares 175,260 $1.68M 0.01% new Timeline IAT 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: 30,456 shares 30,456 $1.68M 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 4,258 shares 4,258 $1.68M 0.01% +1,604 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,664 shares; 2024Q4: 16,733 shares; 2025Q1: 16,074 shares; 2025Q2: 16,143 shares; 2025Q3: 26,785 shares; 2025Q4: 85,437 shares 85,437 $1.67M 0.01% +58,652 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: 23,636 shares; 2024Q4: 23,001 shares; 2025Q1: 22,910 shares; 2025Q2: 22,881 shares; 2025Q3: 20,586 shares; 2025Q4: 20,823 shares 20,823 $1.67M 0.01% +237 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,966 shares; 2024Q4: 21,799 shares; 2025Q1: 21,967 shares; 2025Q2: 47,467 shares; 2025Q3: 150,943 shares; 2025Q4: 155,157 shares 155,157 $1.66M 0.01% +4,214 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 7,963 shares; 2025Q1: 5,572 shares; 2025Q2: 13,693 shares; 2025Q3: 13,670 shares; 2025Q4: 15,745 shares 15,745 $1.66M 0.01% +2,075 Timeline IVLU 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: 43,477 shares 43,477 $1.65M 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 4,212 shares; 2025Q1: 5,959 shares; 2025Q2: 5,129 shares; 2025Q3: 6,875 shares; 2025Q4: 7,258 shares 7,258 $1.65M 0.01% +383 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,788 shares; 2024Q4: 32,836 shares; 2025Q1: 29,364 shares; 2025Q2: 30,359 shares; 2025Q3: 18,643 shares; 2025Q4: 19,344 shares 19,344 $1.65M 0.01% +701 Timeline CBT CABOT CORP More: the full row for CABOT 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: 24,746 shares 24,746 $1.64M 0.01% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,773 shares 31,773 $1.63M 0.01% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 5,030 shares; 2025Q1: 6,033 shares; 2025Q2: 6,037 shares; 2025Q3: 6,037 shares; 2025Q4: 5,105 shares 5,105 $1.63M 0.01% -932 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 223 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 224 shares; 2025Q4: 223 shares 223 $1.63M 0.01% -1 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 18,548 shares; 2025Q1: 13,782 shares; 2025Q2: 10,121 shares; 2025Q3: 11,279 shares; 2025Q4: 16,197 shares 16,197 $1.62M 0.01% +4,918 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 21,921 shares; 2025Q1: 21,946 shares; 2025Q2: 19,333 shares; 2025Q3: 15,534 shares; 2025Q4: 12,622 shares 12,622 $1.61M 0.01% -2,912 Timeline BBEU 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: 52,434 shares; 2024Q4: 50,837 shares; 2025Q1: 49,238 shares; 2025Q2: 49,238 shares; 2025Q3: 21,779 shares; 2025Q4: 21,779 shares 21,779 $1.6M 0.01% 0 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: 4,170 shares; 2024Q4: 3,914 shares; 2025Q1: 3,970 shares; 2025Q2: 4,378 shares; 2025Q3: 4,673 shares; 2025Q4: 4,481 shares 4,481 $1.58M 0.01% -192 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,339 shares; 2024Q4: 28,157 shares; 2025Q1: 51,347 shares; 2025Q2: 48,576 shares; 2025Q3: 32,381 shares; 2025Q4: 32,388 shares 32,388 $1.58M 0.01% +7 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,866 shares; 2024Q4: 24,207 shares; 2025Q1: 21,074 shares; 2025Q2: 19,999 shares; 2025Q3: 22,173 shares; 2025Q4: 23,478 shares 23,478 $1.57M 0.01% +1,305 Timeline ITA 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: 4,763 shares; 2024Q4: 6,311 shares; 2025Q1: 6,251 shares; 2025Q2: 6,326 shares; 2025Q3: 7,128 shares; 2025Q4: 7,324 shares 7,324 $1.57M 0.01% +196 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 887 shares; 2025Q1: 1,063 shares; 2025Q2: 938 shares; 2025Q3: 2,705 shares; 2025Q4: 2,706 shares 2,706 $1.57M 0.01% +1 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: 6,147 shares; 2024Q4: 6,148 shares; 2025Q1: 6,548 shares; 2025Q2: 7,076 shares; 2025Q3: 7,577 shares; 2025Q4: 7,563 shares 7,563 $1.56M 0.01% -14 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,701 shares; 2024Q4: 39,565 shares; 2025Q1: 30,393 shares; 2025Q2: 29,820 shares; 2025Q3: 31,160 shares; 2025Q4: 35,119 shares 35,119 $1.56M 0.01% +3,959 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,193 shares; 2025Q1: 43,354 shares; 2025Q2: 34,823 shares; 2025Q3: 85,622 shares; 2025Q4: 61,883 shares 61,883 $1.56M 0.01% -23,739 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: 38,547 shares; 2024Q4: 36,188 shares; 2025Q1: 38,381 shares; 2025Q2: 42,680 shares; 2025Q3: 39,561 shares; 2025Q4: 43,183 shares 43,183 $1.56M 0.01% +3,622 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,872 shares; 2025Q3: 79,173 shares; 2025Q4: 14,876 shares 14,876 $1.54M 0.01% -64,297 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: 2,076 shares; 2024Q4: 2,105 shares; 2025Q1: 2,111 shares; 2025Q2: 2,100 shares; 2025Q3: 581 shares; 2025Q4: 717 shares 717 $1.54M 0.01% +136 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,636 shares; 2024Q4: 36,286 shares; 2025Q1: 37,160 shares; 2025Q2: 36,748 shares; 2025Q3: 21,923 shares; 2025Q4: 22,546 shares 22,546 $1.54M 0.01% +623 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 4,592 shares; 2025Q1: 3,344 shares; 2025Q2: 3,329 shares; 2025Q3: 3,217 shares; 2025Q4: 3,462 shares 3,462 $1.54M 0.01% +245 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,369 shares; 2025Q1: 2,303 shares; 2025Q2: 3,017 shares; 2025Q3: 2,367 shares; 2025Q4: 5,565 shares 5,565 $1.52M 0.01% +3,198 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: 13,139 shares; 2024Q4: 12,859 shares; 2025Q1: 12,295 shares; 2025Q2: 12,100 shares; 2025Q3: 11,441 shares; 2025Q4: 11,404 shares 11,404 $1.5M 0.01% -37 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,666 shares; 2025Q4: 44,512 shares 44,512 $1.5M 0.01% +10,846 Timeline LQDH 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: not reported; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 4,130 shares; 2025Q3: 14,712 shares; 2025Q4: 16,071 shares 16,071 $1.5M 0.01% +1,359 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: 16,281 shares; 2024Q4: 15,597 shares; 2025Q1: 15,917 shares; 2025Q2: 14,744 shares; 2025Q3: 14,752 shares; 2025Q4: 14,628 shares 14,628 $1.5M 0.01% -124 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,020 shares 67,020 $1.5M 0.01% new 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: 3,250 shares; 2024Q4: 5,053 shares; 2025Q1: 5,273 shares; 2025Q2: 5,195 shares; 2025Q3: 8,421 shares; 2025Q4: 10,584 shares 10,584 $1.5M 0.01% +2,163 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,983 shares 48,983 $1.5M 0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,667 shares; 2024Q4: 8,127 shares; 2025Q1: 9,205 shares; 2025Q2: 8,899 shares; 2025Q3: 10,009 shares; 2025Q4: 10,734 shares 10,734 $1.5M 0.01% +725 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: 18,262 shares; 2024Q4: 18,693 shares; 2025Q1: 18,641 shares; 2025Q2: 18,868 shares; 2025Q3: 20,507 shares; 2025Q4: 20,862 shares 20,862 $1.49M 0.01% +355 Timeline AVSC 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: 25,266 shares; 2024Q4: 25,855 shares; 2025Q1: 16,173 shares; 2025Q2: 12,080 shares; 2025Q3: 14,262 shares; 2025Q4: 25,217 shares 25,217 $1.48M 0.01% +10,955 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: 21,718 shares; 2024Q4: 27,940 shares; 2025Q1: 168,770 shares; 2025Q2: 151,430 shares; 2025Q3: 23,454 shares; 2025Q4: 21,850 shares 21,850 $1.47M 0.01% -1,604 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: 9,048 shares; 2024Q4: 13,576 shares; 2025Q1: 13,827 shares; 2025Q2: 13,584 shares; 2025Q3: 16,212 shares; 2025Q4: 12,629 shares 12,629 $1.47M 0.01% -3,583 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,715 shares; 2025Q4: 32,959 shares 32,959 $1.47M 0.01% +23,244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,668 shares 10,668 $1.46M 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 7,608 shares; 2025Q1: 7,907 shares; 2025Q2: 8,108 shares; 2025Q3: 2,637 shares; 2025Q4: 2,580 shares 2,580 $1.45M 0.01% -57 Timeline SPPP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,715 shares; 2025Q4: 85,860 shares 85,860 $1.45M 0.01% +7,145 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: 19,594 shares; 2024Q4: 18,813 shares; 2025Q1: 18,813 shares; 2025Q2: 18,813 shares; 2025Q3: 18,062 shares; 2025Q4: 15,794 shares 15,794 $1.44M 0.01% -2,268 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 10,681 shares; 2025Q1: 10,999 shares; 2025Q2: 11,069 shares; 2025Q3: 13,037 shares; 2025Q4: 14,346 shares 14,346 $1.44M 0.01% +1,309 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS 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: 682,425 shares; 2025Q4: 682,425 shares 682,425 $1.43M 0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 34,900 shares; 2025Q4: 36,140 shares 36,140 $1.43M 0.01% +1,240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,666 shares; 2025Q4: 15,931 shares 15,931 $1.42M 0.01% -2,735 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,755 shares; 2024Q4: 47,077 shares; 2025Q1: 46,364 shares; 2025Q2: 46,811 shares; 2025Q3: 49,336 shares; 2025Q4: 47,635 shares 47,635 $1.42M 0.01% -1,701 Timeline FIXD 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: 33,800 shares; 2024Q4: 33,411 shares; 2025Q1: 33,423 shares; 2025Q2: 33,935 shares; 2025Q3: 28,287 shares; 2025Q4: 31,912 shares 31,912 $1.41M 0.01% +3,625 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,529 shares; 2024Q4: 8,024 shares; 2025Q1: 7,948 shares; 2025Q2: 7,851 shares; 2025Q3: 7,597 shares; 2025Q4: 11,943 shares 11,943 $1.4M 0.01% +4,346 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,343 shares; 2024Q4: 53,508 shares; 2025Q1: 52,997 shares; 2025Q2: 84,247 shares; 2025Q3: 144,568 shares; 2025Q4: 139,276 shares 139,276 $1.39M 0.01% -5,292 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,631 shares; 2024Q4: 19,681 shares; 2025Q1: 19,768 shares; 2025Q2: 18,530 shares; 2025Q3: 13,683 shares; 2025Q4: 15,532 shares 15,532 $1.39M 0.01% +1,849 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 18,825 shares; 2025Q1: 18,825 shares; 2025Q2: 18,825 shares; 2025Q3: 15,230 shares; 2025Q4: 15,233 shares 15,233 $1.38M 0.01% +3 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 5,058 shares; 2025Q1: 7,521 shares; 2025Q2: 7,547 shares; 2025Q3: 7,501 shares; 2025Q4: 7,963 shares 7,963 $1.38M 0.01% +462 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,081 shares; 2025Q4: 12,656 shares 12,656 $1.38M 0.01% -425 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,054 shares; 2024Q4: 75,130 shares; 2025Q1: 75,277 shares; 2025Q2: 62,868 shares; 2025Q3: 29,713 shares; 2025Q4: 30,458 shares 30,458 $1.37M 0.01% +745 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS 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: 12,155 shares; 2025Q4: 12,640 shares 12,640 $1.37M 0.01% +485 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,506 shares; 2025Q1: 8,005 shares; 2025Q2: 12,858 shares; 2025Q3: 19,865 shares; 2025Q4: 26,801 shares 26,801 $1.37M 0.01% +6,936 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 14,056 shares; 2025Q1: 13,154 shares; 2025Q2: 14,328 shares; 2025Q3: 13,095 shares; 2025Q4: 14,282 shares 14,282 $1.36M 0.01% +1,187 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,303 shares; 2025Q2: 49,612 shares; 2025Q3: 50,519 shares; 2025Q4: 62,519 shares 62,519 $1.36M 0.01% +12,000 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,018 shares; 2025Q3: 158,161 shares; 2025Q4: 95,716 shares 95,716 $1.36M 0.01% -62,445 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 11,890 shares; 2025Q3: 19,200 shares; 2025Q4: 20,786 shares 20,786 $1.35M 0.01% +1,586 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 12,403 shares; 2025Q1: 12,868 shares; 2025Q2: 12,398 shares; 2025Q3: not reported; 2025Q4: 49,895 shares 49,895 $1.35M 0.01% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,353 shares; 2025Q4: 19,396 shares 19,396 $1.35M 0.01% +43 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,632 shares; 2025Q4: 12,857 shares 12,857 $1.35M 0.01% +2,225 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: 291 shares; 2024Q4: 320 shares; 2025Q1: 386 shares; 2025Q2: 377 shares; 2025Q3: 1,446 shares; 2025Q4: 1,334 shares 1,334 $1.35M 0.01% -112 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,561 shares; 2024Q4: 12,401 shares; 2025Q1: 10,615 shares; 2025Q2: 8,349 shares; 2025Q3: 9,362 shares; 2025Q4: 8,292 shares 8,292 $1.34M 0.01% -1,070 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,069 shares; 2024Q4: 19,978 shares; 2025Q1: 17,941 shares; 2025Q2: 18,472 shares; 2025Q3: 17,237 shares; 2025Q4: 16,874 shares 16,874 $1.34M 0.01% -363 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,791 shares; 2024Q4: 50,399 shares; 2025Q1: 41,284 shares; 2025Q2: 39,527 shares; 2025Q3: 10,162 shares; 2025Q4: 10,632 shares 10,632 $1.34M 0.01% +470 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,735 shares 24,735 $1.33M 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,453 shares; 2024Q4: 25,584 shares; 2025Q1: 24,935 shares; 2025Q2: 23,398 shares; 2025Q3: 18,597 shares; 2025Q4: 14,798 shares 14,798 $1.32M 0.01% -3,799 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,839 shares; 2024Q4: 19,976 shares; 2025Q1: 20,376 shares; 2025Q2: 21,190 shares; 2025Q3: 16,300 shares; 2025Q4: 17,844 shares 17,844 $1.31M 0.01% +1,544 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: 5,411 shares; 2024Q4: 3,963 shares; 2025Q1: 4,117 shares; 2025Q2: 3,836 shares; 2025Q3: 3,972 shares; 2025Q4: 4,436 shares 4,436 $1.31M 0.01% +464 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,538 shares; 2024Q4: 82,775 shares; 2025Q1: 78,990 shares; 2025Q2: 68,194 shares; 2025Q3: 52,920 shares; 2025Q4: 53,713 shares 53,713 $1.31M 0.01% +793 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,911 shares; 2025Q4: 34,028 shares 34,028 $1.3M 0.01% +7,117 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 16,810 shares; 2025Q1: 20,528 shares; 2025Q2: 18,462 shares; 2025Q3: 22,347 shares; 2025Q4: 21,955 shares 21,955 $1.3M 0.01% -392 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: 312 shares; 2024Q4: 311 shares; 2025Q1: 346 shares; 2025Q2: 348 shares; 2025Q3: 586 shares; 2025Q4: 644 shares 644 $1.3M 0.01% +58 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,893 shares; 2024Q4: 63,489 shares; 2025Q1: 44,410 shares; 2025Q2: 38,846 shares; 2025Q3: 35,935 shares; 2025Q4: 33,606 shares 33,606 $1.29M 0.01% -2,329 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,241 shares; 2024Q4: 13,993 shares; 2025Q1: 14,167 shares; 2025Q2: 18,137 shares; 2025Q3: 26,238 shares; 2025Q4: 26,163 shares 26,163 $1.29M 0.01% -75 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,365 shares; 2025Q1: 6,760 shares; 2025Q2: 6,892 shares; 2025Q3: 7,185 shares; 2025Q4: 8,303 shares 8,303 $1.28M 0.01% +1,118 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 1,847 shares; 2025Q1: 1,758 shares; 2025Q2: 2,824 shares; 2025Q3: 4,553 shares; 2025Q4: 4,604 shares 4,604 $1.28M 0.01% +51 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: 14,109 shares; 2024Q4: 15,538 shares; 2025Q1: 14,832 shares; 2025Q2: 21,294 shares; 2025Q3: 23,063 shares; 2025Q4: 14,694 shares 14,694 $1.28M 0.01% -8,369 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: 15,756 shares; 2024Q4: 15,008 shares; 2025Q1: 14,632 shares; 2025Q2: 15,227 shares; 2025Q3: 10,796 shares; 2025Q4: 12,696 shares 12,696 $1.28M 0.01% +1,900 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,354 shares; 2025Q1: 7,047 shares; 2025Q2: 6,868 shares; 2025Q3: 7,356 shares; 2025Q4: 8,732 shares 8,732 $1.28M 0.01% +1,376 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,605 shares; 2024Q4: 20,710 shares; 2025Q1: 19,491 shares; 2025Q2: 17,053 shares; 2025Q3: 19,593 shares; 2025Q4: 19,619 shares 19,619 $1.28M 0.01% +26 Timeline IUSV 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: 14,664 shares; 2024Q4: 14,778 shares; 2025Q1: 13,300 shares; 2025Q2: 11,547 shares; 2025Q3: 15,611 shares; 2025Q4: 12,452 shares 12,452 $1.28M 0.01% -3,159 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: 9,558 shares; 2024Q4: 11,120 shares; 2025Q1: 11,117 shares; 2025Q2: 10,417 shares; 2025Q3: 10,003 shares; 2025Q4: 16,423 shares 16,423 $1.28M 0.01% +6,420 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 8,486 shares; 2025Q4: 34,086 shares 34,086 $1.27M 0.01% +25,600 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,759 shares; 2024Q4: 68,061 shares; 2025Q1: 64,884 shares; 2025Q2: 61,563 shares; 2025Q3: 54,233 shares; 2025Q4: 53,286 shares 53,286 $1.26M 0.01% -947 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,349 shares; 2024Q4: 57,536 shares; 2025Q1: 60,066 shares; 2025Q2: 59,479 shares; 2025Q3: 54,287 shares; 2025Q4: 61,477 shares 61,477 $1.25M 0.01% +7,190 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 20,053 shares; 2025Q1: 21,501 shares; 2025Q2: 22,034 shares; 2025Q3: 22,829 shares; 2025Q4: 25,281 shares 25,281 $1.25M 0.01% +2,452 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: 105,266 shares; 2024Q4: 87,746 shares; 2025Q1: 62,555 shares; 2025Q2: 52,262 shares; 2025Q3: 35,078 shares; 2025Q4: 36,033 shares 36,033 $1.25M 0.01% +955 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,768 shares; 2025Q1: 12,768 shares; 2025Q2: 12,768 shares; 2025Q3: 12,768 shares; 2025Q4: 11,770 shares 11,770 $1.25M 0.01% -998 Timeline JMTG 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: 24,392 shares; 2025Q3: 27,547 shares; 2025Q4: 24,367 shares 24,367 $1.24M 0.01% -3,180 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: 3,104 shares; 2024Q4: 2,602 shares; 2025Q1: 3,849 shares; 2025Q2: 3,295 shares; 2025Q3: 3,589 shares; 2025Q4: 3,492 shares 3,492 $1.23M 0.01% -97 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,834 shares; 2025Q1: 1,817 shares; 2025Q2: 2,212 shares; 2025Q3: 3,024 shares; 2025Q4: 3,160 shares 3,160 $1.23M 0.01% +136 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,713 shares; 2024Q4: 66,142 shares; 2025Q1: 76,335 shares; 2025Q2: 67,505 shares; 2025Q3: 79,564 shares; 2025Q4: 54,752 shares 54,752 $1.23M 0.01% -24,812 Timeline AVGE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,329 shares; 2025Q4: 14,261 shares 14,261 $1.23M 0.01% +2,932 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,972 shares; 2025Q4: 28,362 shares 28,362 $1.2M 0.01% -3,610 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: 4,182 shares; 2024Q4: 5,163 shares; 2025Q1: 5,220 shares; 2025Q2: 4,227 shares; 2025Q3: 11,864 shares; 2025Q4: 13,819 shares 13,819 $1.2M 0.01% +1,955 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,702 shares; 2024Q4: 16,533 shares; 2025Q1: 11,794 shares; 2025Q2: 9,932 shares; 2025Q3: 9,928 shares; 2025Q4: 9,858 shares 9,858 $1.2M 0.01% -70 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,264 shares; 2025Q1: 4,536 shares; 2025Q2: 4,541 shares; 2025Q3: 4,517 shares; 2025Q4: 5,134 shares 5,134 $1.2M 0.01% +617 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,948 shares; 2024Q4: 10,751 shares; 2025Q1: 12,277 shares; 2025Q2: 11,794 shares; 2025Q3: 11,315 shares; 2025Q4: 13,576 shares 13,576 $1.2M 0.01% +2,261 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 8,483 shares; 2025Q1: 11,149 shares; 2025Q2: 10,054 shares; 2025Q3: 9,198 shares; 2025Q4: 9,525 shares 9,525 $1.2M 0.01% +327 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 13,125 shares; 2025Q1: 13,125 shares; 2025Q2: 13,125 shares; 2025Q3: 17,157 shares; 2025Q4: 17,164 shares 17,164 $1.19M 0.01% +7 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,849 shares; 2024Q4: 23,451 shares; 2025Q1: 20,896 shares; 2025Q2: 19,778 shares; 2025Q3: 13,532 shares; 2025Q4: 18,695 shares 18,695 $1.19M 0.01% +5,163 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,402 shares; 2024Q4: not reported; 2025Q1: 16,621 shares; 2025Q2: 18,267 shares; 2025Q3: 19,975 shares; 2025Q4: 20,963 shares 20,963 $1.19M 0.01% +988 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,499 shares; 2025Q1: 16,164 shares; 2025Q2: 26,613 shares; 2025Q3: 34,746 shares; 2025Q4: 34,630 shares 34,630 $1.19M 0.01% -116 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: 16,034 shares; 2024Q4: 15,408 shares; 2025Q1: 13,535 shares; 2025Q2: 14,042 shares; 2025Q3: 14,697 shares; 2025Q4: 17,021 shares 17,021 $1.18M 0.01% +2,324 Timeline SHYG 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: 39,686 shares; 2024Q4: 42,291 shares; 2025Q1: 41,737 shares; 2025Q2: 35,702 shares; 2025Q3: 12,110 shares; 2025Q4: 27,552 shares 27,552 $1.18M 0.01% +15,442 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 1,490 shares; 2025Q1: 1,784 shares; 2025Q2: 1,978 shares; 2025Q3: 3,455 shares; 2025Q4: 3,492 shares 3,492 $1.18M 0.01% +37 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares 39,000 $1.18M 0.01% 0 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: 4,500 shares; 2024Q4: 5,097 shares; 2025Q1: 5,049 shares; 2025Q2: 4,903 shares; 2025Q3: 4,976 shares; 2025Q4: 4,623 shares 4,623 $1.17M 0.01% -353 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 6,218 shares; 2025Q1: 5,474 shares; 2025Q2: 7,540 shares; 2025Q3: 7,466 shares; 2025Q4: 10,366 shares 10,366 $1.16M 0.01% +2,900 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,140 shares; 2025Q4: 13,165 shares 13,165 $1.16M 0.01% -4,975 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU 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: 75,406 shares 75,406 $1.16M 0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 5,020 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 7,278 shares; 2025Q4: 9,129 shares 9,129 $1.16M 0.01% +1,851 Timeline IBHI 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: 22,532 shares; 2024Q4: 27,609 shares; 2025Q1: 38,274 shares; 2025Q2: 37,894 shares; 2025Q3: 41,202 shares; 2025Q4: 48,616 shares 48,616 $1.15M 0.01% +7,414 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,203 shares; 2025Q4: 19,050 shares 19,050 $1.15M 0.01% -2,153 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 16,545 shares; 2025Q1: 17,122 shares; 2025Q2: 14,725 shares; 2025Q3: 10,599 shares; 2025Q4: 12,400 shares 12,400 $1.15M 0.01% +1,801 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 52,400 shares; 2025Q3: 67,838 shares; 2025Q4: 78,130 shares 78,130 $1.14M 0.01% +10,292 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,098 shares; 2025Q4: 22,926 shares 22,926 $1.14M 0.01% +9,828 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 47,021 shares; 2025Q4: 47,784 shares 47,784 $1.14M 0.01% +763 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 7,850 shares; 2025Q1: 9,919 shares; 2025Q2: 13,067 shares; 2025Q3: 17,125 shares; 2025Q4: 17,430 shares 17,430 $1.14M 0.01% +305 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,259 shares; 2024Q4: 122,529 shares; 2025Q1: 121,479 shares; 2025Q2: 132,329 shares; 2025Q3: 141,661 shares; 2025Q4: 140,781 shares 140,781 $1.14M 0.01% -880 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,124 shares; 2025Q2: 8,068 shares; 2025Q3: 9,209 shares; 2025Q4: 10,026 shares 10,026 $1.13M 0.01% +817 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,662 shares; 2025Q4: 17,397 shares 17,397 $1.13M 0.01% -265 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,426 shares; 2025Q4: 7,618 shares 7,618 $1.13M 0.01% +1,192 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: 20,206 shares; 2024Q4: 7,342 shares; 2025Q1: 9,309 shares; 2025Q2: 8,862 shares; 2025Q3: 14,990 shares; 2025Q4: 13,183 shares 13,183 $1.13M 0.01% -1,807 Timeline DMXF 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: 13,681 shares; 2025Q4: 14,962 shares 14,962 $1.12M 0.01% +1,281 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: 28,056 shares; 2025Q1: 26,643 shares; 2025Q2: 23,639 shares; 2025Q3: 11,681 shares; 2025Q4: 10,043 shares 10,043 $1.12M 0.01% -1,638 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: not reported; 2024Q4: 41,850 shares; 2025Q1: 83,655 shares; 2025Q2: 96,355 shares; 2025Q3: 65,500 shares; 2025Q4: 97,862 shares 97,862 $1.12M 0.01% +32,362 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 5,523 shares; 2025Q1: 5,523 shares; 2025Q2: 5,616 shares; 2025Q3: 11,793 shares; 2025Q4: 11,827 shares 11,827 $1.11M 0.01% +34 Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,095 shares; 2025Q4: 43,689 shares 43,689 $1.11M 0.01% -3,406 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,166 shares; 2024Q4: 66,416 shares; 2025Q1: 59,083 shares; 2025Q2: 51,783 shares; 2025Q3: 44,031 shares; 2025Q4: 39,357 shares 39,357 $1.11M 0.01% -4,674 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,931 shares; 2024Q4: 45,919 shares; 2025Q1: 46,184 shares; 2025Q2: 45,377 shares; 2025Q3: 54,795 shares; 2025Q4: 60,670 shares 60,670 $1.1M 0.01% +5,875 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: 3,758 shares; 2024Q4: 3,339 shares; 2025Q1: 4,278 shares; 2025Q2: 17,080 shares; 2025Q3: 18,502 shares; 2025Q4: 28,953 shares 28,953 $1.1M 0.01% +10,451 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,205 shares; 2024Q4: 28,405 shares; 2025Q1: 25,805 shares; 2025Q2: 23,030 shares; 2025Q3: 18,480 shares; 2025Q4: 18,355 shares 18,355 $1.1M 0.01% -125 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: 47,788 shares; 2024Q4: 55,223 shares; 2025Q1: 56,234 shares; 2025Q2: 56,395 shares; 2025Q3: 51,715 shares; 2025Q4: 51,726 shares 51,726 $1.1M 0.01% +11 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,849 shares; 2024Q4: 74,084 shares; 2025Q1: not reported; 2025Q2: 64,746 shares; 2025Q3: 53,133 shares; 2025Q4: 60,681 shares 60,681 $1.09M 0.01% +7,548 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,447 shares; 2024Q4: 46,453 shares; 2025Q1: not reported; 2025Q2: 40,809 shares; 2025Q3: 45,716 shares; 2025Q4: 48,544 shares 48,544 $1.09M 0.01% +2,828 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 8,888 shares; 2025Q1: 8,795 shares; 2025Q2: 8,208 shares; 2025Q3: 9,910 shares; 2025Q4: 9,827 shares 9,827 $1.08M 0.01% -83 Timeline IHF 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: 24,252 shares; 2024Q4: 24,268 shares; 2025Q1: 24,270 shares; 2025Q2: 23,867 shares; 2025Q3: 22,736 shares; 2025Q4: 22,419 shares 22,419 $1.07M 0.01% -317 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 2,202 shares 2,202 $1.07M 0.01% +3 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: 1,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,074 shares; 2025Q4: 5,273 shares 5,273 $1.07M 0.01% +199 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,654 shares; 2024Q4: 93,293 shares; 2025Q1: 99,778 shares; 2025Q2: 99,903 shares; 2025Q3: 75,790 shares; 2025Q4: 79,792 shares 79,792 $1.06M 0.01% +4,002 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,926 shares; 2024Q4: 40,120 shares; 2025Q1: 40,307 shares; 2025Q2: 111,001 shares; 2025Q3: 108,418 shares; 2025Q4: 112,951 shares 112,951 $1.05M 0.01% +4,533 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,748 shares; 2025Q4: 21,334 shares 21,334 $1.05M 0.01% +586 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,493 shares; 2025Q1: 4,765 shares; 2025Q2: 6,529 shares; 2025Q3: 9,584 shares; 2025Q4: 9,504 shares 9,504 $1.05M 0.01% -80 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: 22,121 shares; 2024Q4: 16,602 shares; 2025Q1: 19,287 shares; 2025Q2: 16,715 shares; 2025Q3: 16,888 shares; 2025Q4: 17,881 shares 17,881 $1.05M 0.01% +993 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,223 shares; 2025Q1: 1,040 shares; 2025Q2: 1,092 shares; 2025Q3: 1,325 shares; 2025Q4: 1,292 shares 1,292 $1.05M 0.01% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,335 shares 46,335 $1.04M 0.01% new Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,704 shares; 2025Q4: 65,725 shares 65,725 $1.03M 0.01% +21 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: 37,880 shares; 2024Q4: 36,227 shares; 2025Q1: 36,103 shares; 2025Q2: 35,309 shares; 2025Q3: 25,173 shares; 2025Q4: 21,154 shares 21,154 $1.03M 0.01% -4,019 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: 17,950 shares; 2024Q4: 18,825 shares; 2025Q1: 20,776 shares; 2025Q2: 20,341 shares; 2025Q3: 15,931 shares; 2025Q4: 17,055 shares 17,055 $1.02M 0.01% +1,124 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: 32,174 shares; 2024Q4: 25,451 shares; 2025Q1: 21,534 shares; 2025Q2: 15,687 shares; 2025Q3: 14,087 shares; 2025Q4: 13,703 shares 13,703 $1.02M 0.01% -384 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 31,800 shares; 2025Q4: 31,297 shares 31,297 $1.01M 0.01% -503 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: 14,293 shares; 2024Q4: 13,257 shares; 2025Q1: 13,018 shares; 2025Q2: 12,794 shares; 2025Q3: 12,953 shares; 2025Q4: 18,524 shares 18,524 $1.01M 0.01% +5,571 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,683 shares; 2025Q2: 172,991 shares; 2025Q3: 215,141 shares; 2025Q4: 35,595 shares 35,595 $1M 0.01% -179,546 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,901 shares; 2024Q4: 28,731 shares; 2025Q1: 28,521 shares; 2025Q2: 28,172 shares; 2025Q3: 7,303 shares; 2025Q4: 21,381 shares 21,381 $1M 0.01% +14,078 Timeline TSMU GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,500 shares; 2025Q4: 22,800 shares 22,800 $999K 0.01% -1,700 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: 2,565 shares; 2024Q4: 2,022 shares; 2025Q1: 2,055 shares; 2025Q2: 2,240 shares; 2025Q3: 4,549 shares; 2025Q4: 1,951 shares 1,951 $997K 0.01% -2,598 Timeline UPRO 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: 8,998 shares; 2024Q4: 8,998 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares; 2025Q3: 8,580 shares; 2025Q4: 8,580 shares 8,580 $993K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,376 shares; 2024Q4: 13,840 shares; 2025Q1: 14,938 shares; 2025Q2: 14,384 shares; 2025Q3: 10,664 shares; 2025Q4: 12,532 shares 12,532 $989K 0.01% +1,868 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 22,515 shares; 2025Q1: 30,801 shares; 2025Q2: 31,865 shares; 2025Q3: 36,896 shares; 2025Q4: 38,601 shares 38,601 $985K 0.01% +1,705 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 8,811 shares; 2025Q1: 8,803 shares; 2025Q2: 8,757 shares; 2025Q3: 7,981 shares; 2025Q4: 7,727 shares 7,727 $978K 0.01% -254 Timeline JPXN 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: 11,300 shares 11,300 $977K 0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,684 shares; 2024Q4: 33,574 shares; 2025Q1: 37,498 shares; 2025Q2: 40,445 shares; 2025Q3: 40,879 shares; 2025Q4: 41,310 shares 41,310 $975K 0.01% +431 Timeline REET 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: 18,631 shares; 2024Q4: 19,631 shares; 2025Q1: 19,631 shares; 2025Q2: 18,980 shares; 2025Q3: 39,051 shares; 2025Q4: 39,052 shares 39,052 $974K 0.01% +1 Timeline SPIB 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: 22,197 shares; 2024Q4: 22,197 shares; 2025Q1: 21,484 shares; 2025Q2: 21,484 shares; 2025Q3: 30,060 shares; 2025Q4: 28,738 shares 28,738 $972K 0.01% -1,322 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,656 shares; 2024Q4: 26,317 shares; 2025Q1: 27,453 shares; 2025Q2: 27,618 shares; 2025Q3: 27,455 shares; 2025Q4: 27,514 shares 27,514 $970K 0.01% +59 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,846 shares; 2024Q4: 31,568 shares; 2025Q1: 27,397 shares; 2025Q2: 25,633 shares; 2025Q3: 27,334 shares; 2025Q4: 30,755 shares 30,755 $969K 0.01% +3,421 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,014 shares; 2025Q4: 9,042 shares 9,042 $968K 0.01% +28 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: 68,313 shares; 2024Q4: 65,215 shares; 2025Q1: 55,157 shares; 2025Q2: 41,688 shares; 2025Q3: 37,728 shares; 2025Q4: 41,250 shares 41,250 $964K 0.01% +3,522 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: 255 shares; 2024Q4: 109 shares; 2025Q1: 132 shares; 2025Q2: 107 shares; 2025Q3: 334 shares; 2025Q4: 284 shares 284 $963K 0.01% -50 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,066 shares; 2024Q4: 27,586 shares; 2025Q1: 20,625 shares; 2025Q2: 17,892 shares; 2025Q3: 14,485 shares; 2025Q4: 13,940 shares 13,940 $949K 0.01% -545 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: 22,438 shares; 2025Q3: 14,419 shares; 2025Q4: 21,800 shares 21,800 $949K 0.01% +7,381 Timeline IYM 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: 1,688 shares; 2024Q4: 2,225 shares; 2025Q1: 2,218 shares; 2025Q2: 2,220 shares; 2025Q3: 1,468 shares; 2025Q4: 6,156 shares 6,156 $948K 0.01% +4,688 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 21,170 shares; 2025Q1: 21,170 shares; 2025Q2: 25,404 shares; 2025Q3: 25,304 shares; 2025Q4: 25,304 shares 25,304 $946K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,687 shares; 2024Q4: 32,267 shares; 2025Q1: 28,988 shares; 2025Q2: 24,411 shares; 2025Q3: 26,078 shares; 2025Q4: 22,992 shares 22,992 $945K 0.01% -3,086 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: 5,905 shares; 2024Q4: 5,768 shares; 2025Q1: 9,772 shares; 2025Q2: 9,452 shares; 2025Q3: 8,298 shares; 2025Q4: 8,299 shares 8,299 $945K 0.01% +1 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: 9,377 shares; 2024Q4: 7,693 shares; 2025Q1: 7,881 shares; 2025Q2: 7,925 shares; 2025Q3: 5,513 shares; 2025Q4: 8,367 shares 8,367 $944K 0.01% +2,854 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,663 shares; 2025Q1: 4,658 shares; 2025Q2: 4,661 shares; 2025Q3: 3,768 shares; 2025Q4: 4,445 shares 4,445 $942K 0.01% +677 Timeline TOST TOAST INC More: the full row for TOAST 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: 17,349 shares; 2025Q4: 26,353 shares 26,353 $936K 0.01% +9,004 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 17,294 shares 17,294 $935K 0.01% new 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: 12,114 shares; 2024Q4: 13,667 shares; 2025Q1: 11,007 shares; 2025Q2: 11,479 shares; 2025Q3: 10,538 shares; 2025Q4: 11,358 shares 11,358 $932K 0.01% +820 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 7,347 shares; 2025Q1: 7,384 shares; 2025Q2: 7,150 shares; 2025Q3: 5,363 shares; 2025Q4: 4,532 shares 4,532 $931K 0.01% -831 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: 1,149 shares; 2024Q4: 1,449 shares; 2025Q1: 1,450 shares; 2025Q2: 1,451 shares; 2025Q3: 2,472 shares; 2025Q4: 2,603 shares 2,603 $930K 0.01% +131 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: 5,489 shares; 2024Q4: 6,133 shares; 2025Q1: 6,061 shares; 2025Q2: 6,777 shares; 2025Q3: 9,604 shares; 2025Q4: 9,844 shares 9,844 $927K 0.01% +240 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,811 shares; 2025Q1: 8,511 shares; 2025Q2: 7,841 shares; 2025Q3: 17,915 shares; 2025Q4: 17,915 shares 17,915 $924K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,299 shares; 2024Q4: 15,559 shares; 2025Q1: 14,112 shares; 2025Q2: 13,730 shares; 2025Q3: 11,050 shares; 2025Q4: 14,759 shares 14,759 $922K 0.01% +3,709 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,445 shares; 2025Q1: 24,848 shares; 2025Q2: 29,530 shares; 2025Q3: 36,553 shares; 2025Q4: 36,639 shares 36,639 $919K 0.01% +86 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,626 shares; 2025Q4: 54,811 shares 54,811 $915K 0.01% +34,185 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: 6,731 shares; 2024Q4: 7,986 shares; 2025Q1: 7,892 shares; 2025Q2: 7,528 shares; 2025Q3: 6,439 shares; 2025Q4: 7,013 shares 7,013 $905K 0.01% +574 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,222 shares; 2025Q4: 16,667 shares 16,667 $898K 0.01% +1,445 Timeline AVIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,478 shares 12,478 $889K 0.01% new Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,883 shares; 2025Q4: 28,104 shares 28,104 $884K 0.01% +6,221 Timeline RSPT 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: 27,980 shares; 2024Q4: 27,881 shares; 2025Q1: 27,882 shares; 2025Q2: 27,883 shares; 2025Q3: 17,908 shares; 2025Q4: 19,384 shares 19,384 $882K 0.01% +1,476 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,496 shares; 2025Q4: 9,096 shares 9,096 $881K 0.01% -1,400 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,304 shares; 2024Q4: 19,899 shares; 2025Q1: 18,366 shares; 2025Q2: 19,518 shares; 2025Q3: 16,805 shares; 2025Q4: 18,845 shares 18,845 $881K 0.01% +2,040 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,190 shares 35,190 $880K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 35,089 shares; 2025Q1: 33,980 shares; 2025Q2: 34,449 shares; 2025Q3: 8,202 shares; 2025Q4: 17,863 shares 17,863 $879K 0.01% +9,661 Timeline SCHC 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: 18,915 shares; 2024Q4: 19,987 shares; 2025Q1: 19,887 shares; 2025Q2: 20,247 shares; 2025Q3: 18,452 shares; 2025Q4: 19,268 shares 19,268 $877K 0.01% +816 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,361 shares; 2025Q1: 2,364 shares; 2025Q2: 2,667 shares; 2025Q3: 6,267 shares; 2025Q4: 6,269 shares 6,269 $868K 0.01% +2 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: not reported; 2025Q1: 21,919 shares; 2025Q2: 21,938 shares; 2025Q3: 19,635 shares; 2025Q4: 18,887 shares 18,887 $864K 0.01% -748 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ 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: 8,523 shares; 2025Q2: 14,778 shares; 2025Q3: 17,744 shares; 2025Q4: 17,485 shares 17,485 $856K 0.01% -259 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,449 shares; 2025Q1: 5,423 shares; 2025Q2: 5,351 shares; 2025Q3: 3,443 shares; 2025Q4: 3,247 shares 3,247 $850K 0.01% -196 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: 3,956 shares; 2024Q4: 2,044 shares; 2025Q1: 1,973 shares; 2025Q2: 1,862 shares; 2025Q3: 3,557 shares; 2025Q4: 4,136 shares 4,136 $849K 0.01% +579 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: 13,942 shares; 2024Q4: 12,434 shares; 2025Q1: 9,208 shares; 2025Q2: 7,749 shares; 2025Q3: 6,206 shares; 2025Q4: 6,148 shares 6,148 $848K 0.01% -58 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: 52,446 shares; 2024Q4: 50,264 shares; 2025Q1: 52,452 shares; 2025Q2: 53,125 shares; 2025Q3: 19,729 shares; 2025Q4: 18,056 shares 18,056 $847K 0.01% -1,673 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 3,054 shares; 2025Q1: 2,465 shares; 2025Q2: 3,159 shares; 2025Q3: 4,242 shares; 2025Q4: 4,488 shares 4,488 $844K 0.01% +246 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 10,884 shares; 2025Q1: 10,884 shares; 2025Q2: 10,639 shares; 2025Q3: 10,409 shares; 2025Q4: 9,885 shares 9,885 $843K 0.01% -524 Timeline ILF 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: 27,543 shares 27,543 $839K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,337 shares; 2025Q1: 3,218 shares; 2025Q2: 2,931 shares; 2025Q3: 3,984 shares; 2025Q4: 3,395 shares 3,395 $839K 0.01% -589 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: 44,417 shares; 2024Q4: 41,540 shares; 2025Q1: 41,580 shares; 2025Q2: 41,859 shares; 2025Q3: 34,015 shares; 2025Q4: 35,273 shares 35,273 $836K 0.01% +1,258 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,176 shares; 2025Q4: 18,807 shares 18,807 $834K 0.01% -369 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: 10,001 shares; 2024Q4: 7,405 shares; 2025Q1: 7,408 shares; 2025Q2: 6,842 shares; 2025Q3: 11,730 shares; 2025Q4: 13,420 shares 13,420 $834K 0.01% +1,690 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 447 shares; 2025Q1: 460 shares; 2025Q2: 6,688 shares; 2025Q3: 7,116 shares; 2025Q4: 9,131 shares 9,131 $833K 0.01% +2,015 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 20,583 shares; 2025Q1: 27,737 shares; 2025Q2: 22,671 shares; 2025Q3: 30,830 shares; 2025Q4: 32,519 shares 32,519 $832K 0.01% +1,689 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: 1,298 shares; 2025Q2: 1,584 shares; 2025Q3: 2,052 shares; 2025Q4: 1,971 shares 1,971 $832K 0.01% -81 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,339 shares; 2025Q4: 37,339 shares 37,339 $830K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,461 shares; 2025Q3: 18,391 shares; 2025Q4: 18,622 shares 18,622 $828K 0.01% +231 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 7,741 shares; 2025Q1: 7,738 shares; 2025Q2: 7,966 shares; 2025Q3: 5,533 shares; 2025Q4: 5,549 shares 5,549 $827K 0.01% +16 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: 3,141 shares; 2024Q4: 3,213 shares; 2025Q1: 3,203 shares; 2025Q2: 3,224 shares; 2025Q3: 9,232 shares; 2025Q4: 9,052 shares 9,052 $823K 0.01% -180 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,024 shares; 2025Q4: 77,867 shares 77,867 $813K 0.01% +13,843 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,462 shares; 2025Q4: 16,636 shares 16,636 $810K 0.01% -826 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,301 shares; 2025Q1: 3,286 shares; 2025Q2: 3,170 shares; 2025Q3: 2,883 shares; 2025Q4: 3,773 shares 3,773 $808K 0.01% +890 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,770 shares; 2024Q4: 14,567 shares; 2025Q1: 13,862 shares; 2025Q2: 13,843 shares; 2025Q3: 17,583 shares; 2025Q4: 15,780 shares 15,780 $807K 0.01% -1,803 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: 1,215 shares; 2024Q4: 1,207 shares; 2025Q1: 735 shares; 2025Q2: 898 shares; 2025Q3: 709 shares; 2025Q4: 1,290 shares 1,290 $803K 0.01% +581 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,111 shares; 2024Q4: 17,111 shares; 2025Q1: 14,049 shares; 2025Q2: 31,717 shares; 2025Q3: 32,697 shares; 2025Q4: 42,447 shares 42,447 $799K 0.01% +9,750 Timeline AOR 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: 12,230 shares; 2025Q2: 12,213 shares; 2025Q3: 12,364 shares; 2025Q4: 12,272 shares 12,272 $798K 0.01% -92 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,661 shares 45,661 $795K 0.01% new 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: 1,703 shares; 2024Q4: 2,983 shares; 2025Q1: 1,452 shares; 2025Q2: 1,424 shares; 2025Q3: 2,424 shares; 2025Q4: 1,688 shares 1,688 $793K 0.01% -736 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 13,903 shares; 2025Q1: 22,457 shares; 2025Q2: 21,909 shares; 2025Q3: 26,575 shares; 2025Q4: 30,294 shares 30,294 $792K 0.01% +3,719 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 68,880 shares 68,880 $791K 0.01% new 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: 32,863 shares; 2024Q4: 17,561 shares; 2025Q1: 22,391 shares; 2025Q2: 22,328 shares; 2025Q3: 36,333 shares; 2025Q4: 40,114 shares 40,114 $791K 0.01% +3,781 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,967 shares; 2024Q4: 30,967 shares; 2025Q1: 30,967 shares; 2025Q2: 62,372 shares; 2025Q3: 62,372 shares; 2025Q4: 62,372 shares 62,372 $788K 0.01% 0 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: 986 shares; 2024Q4: 830 shares; 2025Q1: 719 shares; 2025Q2: 775 shares; 2025Q3: 536 shares; 2025Q4: 589 shares 589 $783K 0.01% +53 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,520 shares; 2025Q1: 6,545 shares; 2025Q2: 6,075 shares; 2025Q3: 11,034 shares; 2025Q4: 11,968 shares 11,968 $778K 0.01% +934 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN 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: 23,500 shares; 2025Q4: 47,189 shares 47,189 $778K 0.01% +23,689 Timeline MAGS 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: not reported; 2024Q4: 3,900 shares; 2025Q1: 4,661 shares; 2025Q2: 5,030 shares; 2025Q3: 9,090 shares; 2025Q4: 11,665 shares 11,665 $769K 0.01% +2,575 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 2,180 shares; 2025Q3: 2,355 shares; 2025Q4: 5,797 shares 5,797 $767K 0.01% +3,442 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,757 shares; 2024Q4: 138,924 shares; 2025Q1: 138,509 shares; 2025Q2: 138,593 shares; 2025Q3: 45,123 shares; 2025Q4: 45,123 shares 45,123 $765K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 2,948 shares; 2025Q4: 3,709 shares 3,709 $760K 0.01% +761 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 6,400 shares; 2025Q1: 5,750 shares; 2025Q2: 5,221 shares; 2025Q3: 4,566 shares; 2025Q4: 4,989 shares 4,989 $758K 0.01% +423 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,765 shares; 2025Q4: 9,552 shares 9,552 $754K 0.01% +2,787 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,426 shares; 2025Q1: 4,237 shares; 2025Q2: 3,890 shares; 2025Q3: 2,586 shares; 2025Q4: 3,104 shares 3,104 $754K 0.01% +518 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: 4,226 shares; 2024Q4: 3,579 shares; 2025Q1: 3,830 shares; 2025Q2: 3,908 shares; 2025Q3: 3,805 shares; 2025Q4: 4,650 shares 4,650 $750K 0.01% +845 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares 7,200 $748K 0.01% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 25,418 shares; 2025Q1: 25,418 shares; 2025Q2: 25,418 shares; 2025Q3: 18,619 shares; 2025Q4: 21,161 shares 21,161 $747K 0.01% +2,542 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: 11,595 shares; 2024Q4: 10,539 shares; 2025Q1: 10,560 shares; 2025Q2: 10,464 shares; 2025Q3: 1,994 shares; 2025Q4: 4,625 shares 4,625 $744K 0.01% +2,631 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 810 shares; 2025Q1: 1,322 shares; 2025Q2: 899 shares; 2025Q3: 1,321 shares; 2025Q4: 1,294 shares 1,294 $742K 0.01% -27 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: 6,043 shares; 2024Q4: not reported; 2025Q1: 6,043 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,956 shares 12,956 $742K 0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,921 shares; 2025Q1: 4,893 shares; 2025Q2: 4,894 shares; 2025Q3: not reported; 2025Q4: 15,560 shares 15,560 $740K 0.01% new Timeline IBMR 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: 11,703 shares; 2025Q1: 16,742 shares; 2025Q2: 16,833 shares; 2025Q3: 30,841 shares; 2025Q4: 29,009 shares 29,009 $738K 0.01% -1,832 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,263 shares; 2024Q4: 16,265 shares; 2025Q1: 16,323 shares; 2025Q2: 16,530 shares; 2025Q3: 13,422 shares; 2025Q4: 15,438 shares 15,438 $737K 0.01% +2,016 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,495 shares; 2024Q4: 42,957 shares; 2025Q1: 36,608 shares; 2025Q2: 22,951 shares; 2025Q3: 16,796 shares; 2025Q4: 12,148 shares 12,148 $733K 0.01% -4,648 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,483 shares; 2025Q4: 10,507 shares 10,507 $729K 0.01% +24 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,001 shares; 2025Q1: 12,965 shares; 2025Q2: 22,073 shares; 2025Q3: 32,979 shares; 2025Q4: 18,810 shares 18,810 $729K 0.01% -14,169 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 2,589 shares; 2025Q1: 2,917 shares; 2025Q2: 2,304 shares; 2025Q3: 3,325 shares; 2025Q4: 7,082 shares 7,082 $728K 0.01% +3,757 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 20,200 shares; 2025Q1: 20,200 shares; 2025Q2: 19,700 shares; 2025Q3: 23,860 shares; 2025Q4: 28,778 shares 28,778 $722K 0.01% +4,918 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 7,110 shares; 2025Q1: 7,110 shares; 2025Q2: 7,110 shares; 2025Q3: 8,533 shares; 2025Q4: 8,969 shares 8,969 $721K 0.01% +436 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: 3,479 shares; 2024Q4: 3,444 shares; 2025Q1: 3,329 shares; 2025Q2: 3,339 shares; 2025Q3: 3,203 shares; 2025Q4: 3,313 shares 3,313 $719K 0.01% +110 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: 4,852 shares; 2024Q4: 5,633 shares; 2025Q1: 5,502 shares; 2025Q2: 5,506 shares; 2025Q3: 5,313 shares; 2025Q4: 7,193 shares 7,193 $716K 0.01% +1,880 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 8,819 shares; 2025Q1: 11,255 shares; 2025Q2: 8,554 shares; 2025Q3: 12,031 shares; 2025Q4: 14,571 shares 14,571 $715K 0.01% +2,540 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 5,447 shares; 2025Q1: 5,698 shares; 2025Q2: 5,701 shares; 2025Q3: 7,956 shares; 2025Q4: 7,728 shares 7,728 $714K 0.01% -228 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,279 shares; 2025Q4: 6,468 shares 6,468 $712K 0.01% +3,189 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: 10,882 shares; 2024Q4: 9,455 shares; 2025Q1: 9,548 shares; 2025Q2: 9,548 shares; 2025Q3: 7,149 shares; 2025Q4: 7,364 shares 7,364 $706K <0.01% +215 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: 24,758 shares; 2024Q4: 22,191 shares; 2025Q1: 17,863 shares; 2025Q2: 15,437 shares; 2025Q3: 16,430 shares; 2025Q4: 17,542 shares 17,542 $705K <0.01% +1,112 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: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,080 shares; 2025Q2: 3,780 shares; 2025Q3: 4,205 shares; 2025Q4: 4,175 shares 4,175 $703K <0.01% -30 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 16,291 shares 16,291 $700K <0.01% +6,891 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 2,809 shares; 2025Q1: 3,469 shares; 2025Q2: 3,433 shares; 2025Q3: 3,968 shares; 2025Q4: 4,307 shares 4,307 $698K <0.01% +339 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,540 shares 8,540 $697K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,624 shares; 2025Q4: 11,519 shares 11,519 $697K <0.01% +2,895 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,180 shares; 2025Q4: 5,312 shares 5,312 $694K <0.01% +132 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,726 shares; 2025Q4: 39,611 shares 39,611 $693K <0.01% +3,885 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,435 shares 33,435 $686K <0.01% new 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: 6,300 shares; 2024Q4: 22,845 shares; 2025Q1: 22,845 shares; 2025Q2: 22,845 shares; 2025Q3: 16,345 shares; 2025Q4: 16,010 shares 16,010 $686K <0.01% -335 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,388 shares; 2024Q4: 55,754 shares; 2025Q1: 57,902 shares; 2025Q2: 61,918 shares; 2025Q3: 14,367 shares; 2025Q4: 14,534 shares 14,534 $683K <0.01% +167 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: 26,191 shares; 2024Q4: 28,184 shares; 2025Q1: 27,650 shares; 2025Q2: 26,849 shares; 2025Q3: 28,249 shares; 2025Q4: 29,812 shares 29,812 $682K <0.01% +1,563 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,454 shares 21,454 $682K <0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 62,176 shares; 2025Q4: 62,502 shares 62,502 $681K <0.01% +326 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 1,357 shares; 2025Q1: 1,447 shares; 2025Q2: 2,001 shares; 2025Q3: 1,356 shares; 2025Q4: 2,178 shares 2,178 $681K <0.01% +822 Timeline JXI 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: 8,653 shares 8,653 $681K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,140 shares; 2024Q4: 173,874 shares; 2025Q1: 131,729 shares; 2025Q2: 107,826 shares; 2025Q3: 22,118 shares; 2025Q4: 25,957 shares 25,957 $680K <0.01% +3,839 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG 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: 7,446 shares; 2025Q3: 12,826 shares; 2025Q4: 12,936 shares 12,936 $678K <0.01% +110 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: 2,595 shares; 2024Q4: 2,722 shares; 2025Q1: 3,862 shares; 2025Q2: 3,609 shares; 2025Q3: 4,530 shares; 2025Q4: 4,245 shares 4,245 $676K <0.01% -285 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 6,446 shares; 2025Q1: 6,651 shares; 2025Q2: 8,829 shares; 2025Q3: 5,194 shares; 2025Q4: 5,247 shares 5,247 $676K <0.01% +53 Timeline PBTP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,700 shares; 2024Q4: 59,900 shares; 2025Q1: 55,100 shares; 2025Q2: 52,100 shares; 2025Q3: 36,800 shares; 2025Q4: 26,100 shares 26,100 $676K <0.01% -10,700 Timeline CCOR 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: 39,917 shares; 2024Q4: 41,428 shares; 2025Q1: 39,629 shares; 2025Q2: 39,657 shares; 2025Q3: 36,064 shares; 2025Q4: 25,731 shares 25,731 $675K <0.01% -10,333 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,377 shares; 2025Q3: 15,874 shares; 2025Q4: 22,097 shares 22,097 $675K <0.01% +6,223 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 29,685 shares; 2025Q4: 30,135 shares 30,135 $674K <0.01% +450 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 10,809 shares; 2025Q1: 14,124 shares; 2025Q2: 13,667 shares; 2025Q3: 11,933 shares; 2025Q4: 12,230 shares 12,230 $673K <0.01% +297 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,642 shares; 2025Q2: not reported; 2025Q3: 13,592 shares; 2025Q4: 13,976 shares 13,976 $673K <0.01% +384 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,116 shares; 2024Q4: 12,937 shares; 2025Q1: 13,135 shares; 2025Q2: 13,751 shares; 2025Q3: 14,807 shares; 2025Q4: 15,442 shares 15,442 $673K <0.01% +635 Timeline IBND 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: 21,928 shares; 2024Q4: 21,089 shares; 2025Q1: 19,777 shares; 2025Q2: 20,401 shares; 2025Q3: 20,299 shares; 2025Q4: 20,935 shares 20,935 $672K <0.01% +636 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,165 shares; 2024Q4: 18,237 shares; 2025Q1: 17,228 shares; 2025Q2: 18,688 shares; 2025Q3: 14,884 shares; 2025Q4: 13,207 shares 13,207 $670K <0.01% -1,677 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 1,477 shares; 2025Q1: 2,568 shares; 2025Q2: 2,370 shares; 2025Q3: 1,916 shares; 2025Q4: 4,653 shares 4,653 $670K <0.01% +2,737 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,585 shares; 2025Q1: 4,854 shares; 2025Q2: 4,800 shares; 2025Q3: 4,355 shares; 2025Q4: 4,092 shares 4,092 $663K <0.01% -263 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: 31,322 shares; 2024Q4: 28,284 shares; 2025Q1: 25,821 shares; 2025Q2: 22,142 shares; 2025Q3: 14,746 shares; 2025Q4: 14,265 shares 14,265 $663K <0.01% -481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,057 shares; 2025Q4: 12,245 shares 12,245 $662K <0.01% +3,188 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,927 shares; 2025Q4: 12,592 shares 12,592 $661K <0.01% +3,665 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: 14,468 shares; 2024Q4: 12,522 shares; 2025Q1: 39,538 shares; 2025Q2: 14,550 shares; 2025Q3: 14,910 shares; 2025Q4: 7,645 shares 7,645 $660K <0.01% -7,265 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,200 shares; 2025Q1: 5,847 shares; 2025Q2: 5,996 shares; 2025Q3: 5,002 shares; 2025Q4: 5,029 shares 5,029 $659K <0.01% +27 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 12,590 shares; 2025Q1: 12,511 shares; 2025Q2: 13,173 shares; 2025Q3: 9,933 shares; 2025Q4: 9,826 shares 9,826 $658K <0.01% -107 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,984 shares; 2025Q4: 13,593 shares 13,593 $655K <0.01% +6,609 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 4,963 shares; 2025Q1: 4,324 shares; 2025Q2: 4,362 shares; 2025Q3: not reported; 2025Q4: 8,429 shares 8,429 $652K <0.01% new 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: 2,096 shares; 2024Q4: 2,097 shares; 2025Q1: 1,974 shares; 2025Q2: 2,291 shares; 2025Q3: 2,876 shares; 2025Q4: 1,667 shares 1,667 $652K <0.01% -1,209 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: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 2,760 shares; 2025Q3: 761 shares; 2025Q4: 2,671 shares 2,671 $648K <0.01% +1,910 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,308 shares; 2024Q4: 13,440 shares; 2025Q1: 14,581 shares; 2025Q2: 23,078 shares; 2025Q3: 22,438 shares; 2025Q4: 24,579 shares 24,579 $647K <0.01% +2,141 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 10,472 shares; 2025Q1: 10,610 shares; 2025Q2: 10,419 shares; 2025Q3: 8,748 shares; 2025Q4: 8,327 shares 8,327 $644K <0.01% -421 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: 6,364 shares; 2024Q4: 5,405 shares; 2025Q1: 5,444 shares; 2025Q2: 5,204 shares; 2025Q3: 7,271 shares; 2025Q4: 7,622 shares 7,622 $639K <0.01% +351 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,733 shares; 2025Q4: 7,767 shares 7,767 $638K <0.01% +34 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,756 shares; 2025Q4: 8,365 shares 8,365 $638K <0.01% +4,609 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,946 shares 12,946 $636K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,280 shares; 2024Q4: 8,571 shares; 2025Q1: 8,654 shares; 2025Q2: 8,555 shares; 2025Q3: 8,001 shares; 2025Q4: 9,399 shares 9,399 $633K <0.01% +1,398 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,562 shares; 2025Q2: 34,366 shares; 2025Q3: 47,688 shares; 2025Q4: 47,688 shares 47,688 $632K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,000 shares; 2025Q1: 4,447 shares; 2025Q2: 4,636 shares; 2025Q3: 4,737 shares; 2025Q4: 4,944 shares 4,944 $632K <0.01% +207 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 8,134 shares; 2025Q1: 8,097 shares; 2025Q2: 16,693 shares; 2025Q3: 17,222 shares; 2025Q4: 14,082 shares 14,082 $631K <0.01% -3,140 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: 34,158 shares; 2024Q4: 18,877 shares; 2025Q1: 32,484 shares; 2025Q2: 18,639 shares; 2025Q3: 18,651 shares; 2025Q4: 18,843 shares 18,843 $630K <0.01% +192 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: 5,117 shares; 2024Q4: 4,530 shares; 2025Q1: 4,503 shares; 2025Q2: 4,072 shares; 2025Q3: 4,178 shares; 2025Q4: 4,585 shares 4,585 $624K <0.01% +407 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: 6,647 shares; 2024Q4: 6,717 shares; 2025Q1: 6,401 shares; 2025Q2: 6,203 shares; 2025Q3: 10,166 shares; 2025Q4: 9,623 shares 9,623 $616K <0.01% -543 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,649 shares; 2024Q4: 12,048 shares; 2025Q1: 11,757 shares; 2025Q2: 11,755 shares; 2025Q3: 3,578 shares; 2025Q4: 3,305 shares 3,305 $608K <0.01% -273 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: 14,857 shares; 2024Q4: 17,113 shares; 2025Q1: 25,694 shares; 2025Q2: 27,596 shares; 2025Q3: 25,575 shares; 2025Q4: 27,033 shares 27,033 $607K <0.01% +1,458 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 2,186 shares 2,186 $607K <0.01% +366 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,043 shares; 2024Q4: 18,171 shares; 2025Q1: 18,125 shares; 2025Q2: 15,642 shares; 2025Q3: 16,149 shares; 2025Q4: 16,645 shares 16,645 $607K <0.01% +496 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,350 shares; 2024Q4: 16,000 shares; 2025Q1: 13,100 shares; 2025Q2: 10,050 shares; 2025Q3: 7,650 shares; 2025Q4: 6,284 shares 6,284 $605K <0.01% -1,366 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 5,283 shares; 2025Q1: 5,000 shares; 2025Q2: 5,430 shares; 2025Q3: 4,651 shares; 2025Q4: 4,003 shares 4,003 $602K <0.01% -648 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 2,908 shares; 2025Q3: 5,374 shares; 2025Q4: 4,404 shares 4,404 $599K <0.01% -970 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,537 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,401 shares 3,401 $598K <0.01% +177 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 12,252 shares; 2025Q1: 11,988 shares; 2025Q2: 11,266 shares; 2025Q3: 12,000 shares; 2025Q4: 11,949 shares 11,949 $597K <0.01% -51 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,349 shares; 2025Q1: 16,868 shares; 2025Q2: 15,406 shares; 2025Q3: 15,216 shares; 2025Q4: 14,697 shares 14,697 $597K <0.01% -519 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,710 shares; 2025Q1: not reported; 2025Q2: 4,732 shares; 2025Q3: 9,432 shares; 2025Q4: 11,165 shares 11,165 $596K <0.01% +1,733 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 5,430 shares 5,430 $595K <0.01% +2,680 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,870 shares; 2025Q4: 3,320 shares 3,320 $595K <0.01% -550 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,648 shares; 2025Q1: 2,997 shares; 2025Q2: 2,350 shares; 2025Q3: 3,759 shares; 2025Q4: 3,298 shares 3,298 $594K <0.01% -461 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 15,214 shares; 2025Q1: 15,190 shares; 2025Q2: 14,560 shares; 2025Q3: 7,939 shares; 2025Q4: 7,329 shares 7,329 $592K <0.01% -610 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,233 shares; 2025Q4: 7,079 shares 7,079 $591K <0.01% +846 Timeline