NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,905 shares; 2025Q1: 12,127 shares; 2025Q2: 11,487 shares; 2025Q3: 12,107 shares; 2025Q4: 12,097 shares 12,097 $1.67M 0.02% -10 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 26,957 shares; 2025Q1: 26,967 shares; 2025Q2: 26,997 shares; 2025Q3: 26,967 shares; 2025Q4: 26,967 shares 26,967 $1.67M 0.02% 0 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,931 shares; 2024Q4: 30,721 shares; 2025Q1: 22,341 shares; 2025Q2: 25,403 shares; 2025Q3: 30,923 shares; 2025Q4: 39,924 shares 39,924 $1.66M 0.02% +9,001 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: 11,492 shares; 2024Q4: 13,797 shares; 2025Q1: 484,754 shares; 2025Q2: 512,656 shares; 2025Q3: 27,970 shares; 2025Q4: 29,844 shares 29,844 $1.64M 0.02% +1,874 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,199 shares; 2024Q4: 26,427 shares; 2025Q1: 27,034 shares; 2025Q2: 26,619 shares; 2025Q3: 25,884 shares; 2025Q4: 26,461 shares 26,461 $1.64M 0.02% +577 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: 5,546 shares; 2024Q4: 5,509 shares; 2025Q1: 5,338 shares; 2025Q2: 5,450 shares; 2025Q3: 5,101 shares; 2025Q4: 5,051 shares 5,051 $1.64M 0.02% -50 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: 3,610 shares; 2024Q4: 3,523 shares; 2025Q1: 3,805 shares; 2025Q2: 2,114 shares; 2025Q3: 1,785 shares; 2025Q4: 4,154 shares 4,154 $1.64M 0.02% +2,369 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 19,414 shares; 2025Q1: 19,304 shares; 2025Q2: 89,497 shares; 2025Q3: 74,182 shares; 2025Q4: 66,679 shares 66,679 $1.6M 0.02% -7,503 Timeline XDQQ 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: 30,957 shares; 2024Q4: 30,603 shares; 2025Q1: 21,424 shares; 2025Q2: 24,898 shares; 2025Q3: 30,709 shares; 2025Q4: 40,445 shares 40,445 $1.6M 0.02% +9,736 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,345 shares; 2024Q4: 48,228 shares; 2025Q1: 9,615 shares; 2025Q2: 5,164 shares; 2025Q3: 4,556 shares; 2025Q4: 31,118 shares 31,118 $1.6M 0.02% +26,562 Timeline USHY 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: 77,278 shares; 2024Q4: 79,170 shares; 2025Q1: 76,719 shares; 2025Q2: 68,520 shares; 2025Q3: 53,334 shares; 2025Q4: 42,344 shares 42,344 $1.58M 0.02% -10,990 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 3,995 shares; 2025Q1: 3,716 shares; 2025Q2: 3,471 shares; 2025Q3: 3,465 shares; 2025Q4: 3,388 shares 3,388 $1.58M 0.02% -77 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: 17,056 shares; 2024Q4: 13,628 shares; 2025Q1: 12,638 shares; 2025Q2: 10,716 shares; 2025Q3: 10,335 shares; 2025Q4: 17,564 shares 17,564 $1.57M 0.02% +7,229 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: 136,093 shares; 2024Q4: 129,791 shares; 2025Q1: 14,306 shares; 2025Q2: 11,718 shares; 2025Q3: 12,642 shares; 2025Q4: 13,516 shares 13,516 $1.57M 0.02% +874 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: 33,730 shares; 2024Q4: 34,563 shares; 2025Q1: 8,413 shares; 2025Q2: 6,592 shares; 2025Q3: 5,634 shares; 2025Q4: 5,716 shares 5,716 $1.56M 0.02% +82 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 5,628 shares; 2025Q1: 5,601 shares; 2025Q2: 5,325 shares; 2025Q3: 4,501 shares; 2025Q4: 3,720 shares 3,720 $1.55M 0.02% -781 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: 1,025 shares; 2024Q4: 909 shares; 2025Q1: 918 shares; 2025Q2: 813 shares; 2025Q3: 821 shares; 2025Q4: 1,446 shares 1,446 $1.55M 0.02% +625 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,855 shares; 2025Q1: 12,714 shares; 2025Q2: 24,851 shares; 2025Q3: 16,222 shares; 2025Q4: 16,519 shares 16,519 $1.55M 0.02% +297 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,260 shares; 2024Q4: 59,807 shares; 2025Q1: 37,586 shares; 2025Q2: 31,086 shares; 2025Q3: 19,303 shares; 2025Q4: 27,493 shares 27,493 $1.53M 0.02% +8,190 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 19,758 shares; 2025Q1: 28,412 shares; 2025Q2: 28,524 shares; 2025Q3: 26,351 shares; 2025Q4: 25,417 shares 25,417 $1.53M 0.02% -934 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,489 shares; 2025Q4: 79,410 shares 79,410 $1.52M 0.02% +68,921 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,004 shares; 2025Q1: 57,903 shares; 2025Q2: 74,414 shares; 2025Q3: 71,730 shares; 2025Q4: 60,162 shares 60,162 $1.52M 0.02% -11,568 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: 6,439 shares; 2024Q4: 10,498 shares; 2025Q1: 10,769 shares; 2025Q2: 9,775 shares; 2025Q3: 9,769 shares; 2025Q4: 7,275 shares 7,275 $1.51M 0.02% -2,494 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,075 shares; 2024Q4: 44,089 shares; 2025Q1: 50,763 shares; 2025Q2: 49,663 shares; 2025Q3: 44,323 shares; 2025Q4: 40,966 shares 40,966 $1.51M 0.02% -3,357 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,208 shares; 2025Q3: 36,488 shares; 2025Q4: 36,253 shares 36,253 $1.51M 0.02% -235 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 8,470 shares; 2025Q1: 9,069 shares; 2025Q2: 9,997 shares; 2025Q3: 12,602 shares; 2025Q4: 12,240 shares 12,240 $1.5M 0.02% -362 Timeline SETM SPROTT FDS TR More: the full row for SPROTT 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: 36,923 shares; 2025Q4: 51,837 shares 51,837 $1.5M 0.02% +14,914 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: 34,722 shares; 2024Q4: 35,139 shares; 2025Q1: 34,973 shares; 2025Q2: 28,470 shares; 2025Q3: 26,657 shares; 2025Q4: 26,452 shares 26,452 $1.5M 0.02% -205 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: 20,248 shares; 2024Q4: 7,834 shares; 2025Q1: 32,885 shares; 2025Q2: 525,039 shares; 2025Q3: 32,069 shares; 2025Q4: 28,142 shares 28,142 $1.49M 0.02% -3,927 Timeline XBJL 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: 29,281 shares; 2025Q4: 38,949 shares 38,949 $1.49M 0.02% +9,668 Timeline UFEB 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: 57,313 shares; 2024Q4: 50,058 shares; 2025Q1: 1,686,095 shares; 2025Q2: 1,732,839 shares; 2025Q3: 44,983 shares; 2025Q4: 40,327 shares 40,327 $1.48M 0.02% -4,656 2026-09-30, 13G/A 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: 60,869 shares; 2024Q4: 63,137 shares; 2025Q1: 62,012 shares; 2025Q2: 62,328 shares; 2025Q3: 28,313 shares; 2025Q4: 55,964 shares 55,964 $1.47M 0.02% +27,651 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 11,928 shares; 2025Q1: 5,624 shares; 2025Q2: 4,785 shares; 2025Q3: 4,761 shares; 2025Q4: 4,842 shares 4,842 $1.46M 0.02% +81 Timeline DOCT 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: 29,547 shares; 2024Q4: 29,040 shares; 2025Q1: 29,040 shares; 2025Q2: 30,010 shares; 2025Q3: 30,010 shares; 2025Q4: 32,200 shares 32,200 $1.43M 0.02% +2,190 Timeline JULH 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: 70,115 shares; 2024Q4: 64,351 shares; 2025Q1: 53,241 shares; 2025Q2: 49,958 shares; 2025Q3: 57,137 shares; 2025Q4: 57,204 shares 57,204 $1.43M 0.02% +67 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 2,671 shares; 2025Q1: 3,062 shares; 2025Q2: 15,551 shares; 2025Q3: 15,160 shares; 2025Q4: 11,694 shares 11,694 $1.43M 0.02% -3,466 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,352 shares; 2025Q1: 1,345 shares; 2025Q2: 2,160 shares; 2025Q3: 4,590 shares; 2025Q4: 4,537 shares 4,537 $1.42M 0.02% -53 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 22,357 shares; 2025Q1: 23,013 shares; 2025Q2: 24,585 shares; 2025Q3: 51,977 shares; 2025Q4: 52,836 shares 52,836 $1.41M 0.02% +859 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,275 shares; 2024Q4: 19,246 shares; 2025Q1: 19,408 shares; 2025Q2: 18,958 shares; 2025Q3: 18,345 shares; 2025Q4: 18,265 shares 18,265 $1.41M 0.02% -80 Timeline URNM SPROTT FDS TR More: the full row for SPROTT 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: 15,850 shares; 2025Q4: 25,732 shares 25,732 $1.41M 0.02% +9,882 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: 15,136 shares; 2024Q4: 16,101 shares; 2025Q1: 16,709 shares; 2025Q2: 18,378 shares; 2025Q3: 18,624 shares; 2025Q4: 19,095 shares 19,095 $1.41M 0.02% +471 Timeline OCTH 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: 60,401 shares; 2024Q4: 58,584 shares; 2025Q1: 57,439 shares; 2025Q2: 62,005 shares; 2025Q3: 58,066 shares; 2025Q4: 58,199 shares 58,199 $1.39M 0.02% +133 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: 6,884 shares; 2024Q4: 8,879 shares; 2025Q1: 7,363 shares; 2025Q2: 7,608 shares; 2025Q3: 7,498 shares; 2025Q4: 7,924 shares 7,924 $1.39M 0.02% +426 Timeline ZAUG 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: 35,910 shares; 2024Q4: 31,043 shares; 2025Q1: 28,930 shares; 2025Q2: 16,743 shares; 2025Q3: 56,469 shares; 2025Q4: 51,805 shares 51,805 $1.38M 0.02% -4,664 Timeline MKC-V 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: 16,072 shares; 2024Q4: 15,883 shares; 2025Q1: 15,683 shares; 2025Q2: 15,603 shares; 2025Q3: 15,543 shares; 2025Q4: 20,285 shares 20,285 $1.38M 0.02% +4,742 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,592 shares; 2025Q1: 2,838 shares; 2025Q2: 2,205 shares; 2025Q3: 3,122 shares; 2025Q4: 5,677 shares 5,677 $1.37M 0.02% +2,555 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,720 shares 17,720 $1.36M 0.02% new Timeline APRJ 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: 74,069 shares; 2024Q4: 70,354 shares; 2025Q1: 64,805 shares; 2025Q2: 67,570 shares; 2025Q3: 59,475 shares; 2025Q4: 55,051 shares 55,051 $1.36M 0.02% -4,424 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 16,177 shares; 2025Q3: 48,533 shares; 2025Q4: 44,106 shares 44,106 $1.34M 0.02% -4,427 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: 122,105 shares; 2024Q4: 136,073 shares; 2025Q1: 124,874 shares; 2025Q2: 132,342 shares; 2025Q3: 73,826 shares; 2025Q4: 26,677 shares 26,677 $1.33M 0.02% -47,149 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,638 shares; 2024Q4: 101,454 shares; 2025Q1: 58,476 shares; 2025Q2: 62,200 shares; 2025Q3: 19,493 shares; 2025Q4: 11,654 shares 11,654 $1.33M 0.02% -7,839 Timeline QBUF 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: not reported; 2025Q4: 45,279 shares 45,279 $1.33M 0.02% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,566 shares; 2025Q1: 2,980 shares; 2025Q2: 2,764 shares; 2025Q3: 3,158 shares; 2025Q4: 6,450 shares 6,450 $1.33M 0.02% +3,292 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: 26,398 shares; 2024Q4: 45,096 shares; 2025Q1: 66,740 shares; 2025Q2: 62,505 shares; 2025Q3: 59,878 shares; 2025Q4: 52,782 shares 52,782 $1.32M 0.02% -7,096 Timeline WK WORKIVA INC More: the full row for WORKIVA 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: 8,329 shares; 2025Q4: 15,329 shares 15,329 $1.32M 0.02% +7,000 Timeline SGDJ 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: not reported; 2025Q4: 15,684 shares 15,684 $1.32M 0.02% new Timeline ZDEK 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: 181,652 shares; 2025Q2: 39,947 shares; 2025Q3: 37,735 shares; 2025Q4: 50,187 shares 50,187 $1.29M 0.01% +12,452 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: 374,418 shares; 2024Q4: 12,795 shares; 2025Q1: 8,971 shares; 2025Q2: 7,608 shares; 2025Q3: 549,177 shares; 2025Q4: 25,421 shares 25,421 $1.29M 0.01% -523,756 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,145 shares; 2024Q4: 13,038 shares; 2025Q1: 11,551 shares; 2025Q2: 16,333 shares; 2025Q3: 6,071 shares; 2025Q4: 6,250 shares 6,250 $1.28M 0.01% +179 Timeline XMAR 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: 33,495 shares; 2024Q4: 33,195 shares; 2025Q1: 32,887 shares; 2025Q2: 34,193 shares; 2025Q3: 33,019 shares; 2025Q4: 32,053 shares 32,053 $1.28M 0.01% -966 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: 37,214 shares; 2024Q4: 62,385 shares; 2025Q1: 9,070 shares; 2025Q2: 10,687 shares; 2025Q3: 7,747 shares; 2025Q4: 7,867 shares 7,867 $1.28M 0.01% +120 Timeline VCSH 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: 9,620 shares; 2024Q4: 10,693 shares; 2025Q1: 11,829 shares; 2025Q2: 12,154 shares; 2025Q3: 17,946 shares; 2025Q4: 16,012 shares 16,012 $1.28M 0.01% -1,934 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 17,413 shares; 2025Q1: 19,669 shares; 2025Q2: 18,835 shares; 2025Q3: 22,139 shares; 2025Q4: 26,828 shares 26,828 $1.28M 0.01% +4,689 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: 198,854 shares; 2024Q4: 212,982 shares; 2025Q1: 35,371 shares; 2025Q2: 37,959 shares; 2025Q3: 42,464 shares; 2025Q4: 42,638 shares 42,638 $1.27M 0.01% +174 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,943 shares; 2025Q3: 27,905 shares; 2025Q4: 33,502 shares 33,502 $1.27M 0.01% +5,597 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: 13,278 shares; 2024Q4: 32,371 shares; 2025Q1: 26,780 shares; 2025Q2: 28,357 shares; 2025Q3: 29,687 shares; 2025Q4: 28,595 shares 28,595 $1.27M 0.01% -1,092 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,484 shares; 2024Q4: 58,467 shares; 2025Q1: 55,306 shares; 2025Q2: 52,678 shares; 2025Q3: 50,289 shares; 2025Q4: 43,709 shares 43,709 $1.27M 0.01% -6,580 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: 12,014 shares; 2025Q1: 11,273 shares; 2025Q2: 9,607 shares; 2025Q3: 9,172 shares; 2025Q4: 8,967 shares 8,967 $1.27M 0.01% -205 Timeline DFSV 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: 20,717 shares; 2025Q3: 29,916 shares; 2025Q4: 38,309 shares 38,309 $1.26M 0.01% +8,393 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,007 shares; 2024Q4: 99,820 shares; 2025Q1: 101,582 shares; 2025Q2: 98,655 shares; 2025Q3: 97,589 shares; 2025Q4: 101,168 shares 101,168 $1.26M 0.01% +3,579 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,644 shares; 2025Q3: 3,773 shares; 2025Q4: 7,743 shares 7,743 $1.25M 0.01% +3,970 Timeline IWB 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: 3,461 shares; 2024Q4: 3,194 shares; 2025Q1: 3,146 shares; 2025Q2: 3,537 shares; 2025Q3: 3,496 shares; 2025Q4: 3,339 shares 3,339 $1.25M 0.01% -157 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,804 shares; 2025Q1: 3,717 shares; 2025Q2: 3,659 shares; 2025Q3: 3,737 shares; 2025Q4: 3,981 shares 3,981 $1.24M 0.01% +244 Timeline AOK 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: 64,538 shares; 2024Q4: 47,597 shares; 2025Q1: 28,300 shares; 2025Q2: 27,393 shares; 2025Q3: 26,119 shares; 2025Q4: 30,769 shares 30,769 $1.23M 0.01% +4,650 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: 30,391 shares; 2024Q4: 35,738 shares; 2025Q1: 40,629 shares; 2025Q2: 42,281 shares; 2025Q3: 43,024 shares; 2025Q4: 52,083 shares 52,083 $1.23M 0.01% +9,059 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,674 shares; 2024Q4: 9,946 shares; 2025Q1: 14,648 shares; 2025Q2: 17,684 shares; 2025Q3: 16,870 shares; 2025Q4: 17,926 shares 17,926 $1.23M 0.01% +1,056 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,443 shares 42,443 $1.23M 0.01% new Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,641 shares; 2024Q4: 20,347 shares; 2025Q1: 20,418 shares; 2025Q2: 21,760 shares; 2025Q3: 21,572 shares; 2025Q4: 21,156 shares 21,156 $1.23M 0.01% -416 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: 7,316 shares; 2024Q4: 8,526 shares; 2025Q1: 9,175 shares; 2025Q2: 9,126 shares; 2025Q3: 9,280 shares; 2025Q4: 8,970 shares 8,970 $1.23M 0.01% -310 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,571 shares; 2024Q4: 30,030 shares; 2025Q1: 29,646 shares; 2025Q2: 33,573 shares; 2025Q3: 33,532 shares; 2025Q4: 33,148 shares 33,148 $1.22M 0.01% -384 Timeline XOP 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: 17,148 shares; 2024Q4: 15,887 shares; 2025Q1: 14,699 shares; 2025Q2: 14,466 shares; 2025Q3: 12,971 shares; 2025Q4: 9,621 shares 9,621 $1.21M 0.01% -3,350 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: 13,302 shares; 2024Q4: 13,310 shares; 2025Q1: 13,240 shares; 2025Q2: 14,871 shares; 2025Q3: 14,749 shares; 2025Q4: 14,463 shares 14,463 $1.21M 0.01% -286 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,893 shares; 2024Q4: 16,083 shares; 2025Q1: 22,242 shares; 2025Q2: 23,780 shares; 2025Q3: 23,528 shares; 2025Q4: 24,514 shares 24,514 $1.21M 0.01% +986 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: 4,280 shares; 2024Q4: 3,995 shares; 2025Q1: 3,904 shares; 2025Q2: 3,545 shares; 2025Q3: 3,533 shares; 2025Q4: 3,578 shares 3,578 $1.21M 0.01% +45 Timeline VSEC VSE CORP More: the full row for VSE 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: 8,507 shares; 2025Q2: 8,507 shares; 2025Q3: 7,567 shares; 2025Q4: 6,982 shares 6,982 $1.21M 0.01% -585 Timeline GMAY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,878 shares; 2025Q3: 29,252 shares; 2025Q4: 29,042 shares 29,042 $1.2M 0.01% -210 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: 15,535 shares; 2024Q4: 15,430 shares; 2025Q1: 40,947 shares; 2025Q2: 48,517 shares; 2025Q3: 52,816 shares; 2025Q4: 5,659 shares 5,659 $1.2M 0.01% -47,157 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,985 shares 8,985 $1.19M 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 2,993 shares; 2025Q1: 2,995 shares; 2025Q2: 3,376 shares; 2025Q3: 3,698 shares; 2025Q4: 4,091 shares 4,091 $1.18M 0.01% +393 Timeline ZNOV 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: 30,899 shares; 2025Q2: 18,774 shares; 2025Q3: 17,880 shares; 2025Q4: 44,264 shares 44,264 $1.18M 0.01% +26,384 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,016 shares; 2024Q4: 41,691 shares; 2025Q1: 37,415 shares; 2025Q2: 33,749 shares; 2025Q3: 32,364 shares; 2025Q4: 32,998 shares 32,998 $1.17M 0.01% +634 Timeline DFIC 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: 17,431 shares; 2025Q3: 28,837 shares; 2025Q4: 33,837 shares 33,837 $1.17M 0.01% +5,000 Timeline DDTS 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: 44,028 shares; 2025Q4: 54,595 shares 54,595 $1.17M 0.01% +10,567 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: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,102 shares; 2025Q3: 1,124 shares; 2025Q4: 1,087 shares 1,087 $1.16M 0.01% -37 Timeline OCTJ 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: 57,059 shares; 2024Q4: 62,909 shares; 2025Q1: 61,925 shares; 2025Q2: 62,339 shares; 2025Q3: 59,091 shares; 2025Q4: 48,577 shares 48,577 $1.16M 0.01% -10,514 Timeline ESML 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: 22,841 shares; 2024Q4: 23,601 shares; 2025Q1: 22,184 shares; 2025Q2: 21,040 shares; 2025Q3: 22,881 shares; 2025Q4: 25,276 shares 25,276 $1.16M 0.01% +2,395 Timeline TOCT 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: not reported; 2025Q4: 43,657 shares 43,657 $1.16M 0.01% new Timeline DGCB 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: 15,433 shares; 2025Q3: 18,348 shares; 2025Q4: 21,202 shares 21,202 $1.15M 0.01% +2,854 Timeline ICSH 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: 58,254 shares; 2024Q4: 45,977 shares; 2025Q1: 38,581 shares; 2025Q2: 51,366 shares; 2025Q3: 18,290 shares; 2025Q4: 22,654 shares 22,654 $1.15M 0.01% +4,364 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,725 shares; 2024Q4: 27,056 shares; 2025Q1: 25,878 shares; 2025Q2: 26,204 shares; 2025Q3: 24,898 shares; 2025Q4: 39,142 shares 39,142 $1.13M 0.01% +14,244 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 13,735 shares; 2025Q1: 16,159 shares; 2025Q2: 29,465 shares; 2025Q3: 14,066 shares; 2025Q4: 39,665 shares 39,665 $1.13M 0.01% +25,599 Timeline SPMB 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: 33,230 shares; 2024Q4: 30,033 shares; 2025Q1: 54,857 shares; 2025Q2: 54,291 shares; 2025Q3: 54,619 shares; 2025Q4: 49,954 shares 49,954 $1.12M 0.01% -4,665 Timeline BUFG 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: 11,787 shares; 2024Q4: 16,736 shares; 2025Q1: 17,288 shares; 2025Q2: 22,957 shares; 2025Q3: 23,105 shares; 2025Q4: 40,241 shares 40,241 $1.11M 0.01% +17,136 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 10,992 shares; 2025Q1: 12,673 shares; 2025Q2: 10,331 shares; 2025Q3: 9,725 shares; 2025Q4: 9,242 shares 9,242 $1.1M 0.01% -483 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 7,196 shares; 2025Q1: 7,222 shares; 2025Q2: 8,266 shares; 2025Q3: 8,227 shares; 2025Q4: 8,521 shares 8,521 $1.1M 0.01% +294 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: 1,611 shares; 2024Q4: 1,575 shares; 2025Q1: 1,659 shares; 2025Q2: 2,051 shares; 2025Q3: 1,985 shares; 2025Q4: 2,140 shares 2,140 $1.09M 0.01% +155 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,242 shares; 2025Q1: 5,042 shares; 2025Q2: 7,494 shares; 2025Q3: 11,411 shares; 2025Q4: 9,299 shares 9,299 $1.09M 0.01% -2,112 Timeline SCIO 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: not reported; 2025Q4: 52,199 shares 52,199 $1.09M 0.01% new 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: 4,025 shares; 2024Q4: 3,801 shares; 2025Q1: 4,511 shares; 2025Q2: 4,002 shares; 2025Q3: 3,997 shares; 2025Q4: 4,020 shares 4,020 $1.08M 0.01% +23 Timeline UMAY 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: 33,933 shares; 2024Q4: 30,765 shares; 2025Q1: 27,727 shares; 2025Q2: 32,036 shares; 2025Q3: 30,703 shares; 2025Q4: 29,541 shares 29,541 $1.08M 0.01% -1,162 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,387 shares; 2024Q4: 29,387 shares; 2025Q1: 29,463 shares; 2025Q2: 29,367 shares; 2025Q3: 29,367 shares; 2025Q4: 29,422 shares 29,422 $1.08M 0.01% +55 Timeline IEV 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: 15,430 shares; 2025Q2: 15,682 shares; 2025Q3: 16,313 shares; 2025Q4: 15,617 shares 15,617 $1.07M 0.01% -696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,477 shares; 2025Q3: 4,997 shares; 2025Q4: 5,221 shares 5,221 $1.07M 0.01% +224 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: 12,173 shares; 2024Q4: 12,248 shares; 2025Q1: 14,551 shares; 2025Q2: 14,760 shares; 2025Q3: 14,179 shares; 2025Q4: 14,355 shares 14,355 $1.06M 0.01% +176 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: 8,452 shares; 2024Q4: 10,602 shares; 2025Q1: 9,995 shares; 2025Q2: 11,242 shares; 2025Q3: 13,449 shares; 2025Q4: 14,025 shares 14,025 $1.05M 0.01% +576 Timeline TIPX 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: 30,418 shares; 2024Q4: 32,276 shares; 2025Q1: 56,750 shares; 2025Q2: 57,134 shares; 2025Q3: 54,355 shares; 2025Q4: 54,962 shares 54,962 $1.05M 0.01% +607 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 5,849 shares; 2025Q1: 6,230 shares; 2025Q2: 6,197 shares; 2025Q3: 6,197 shares; 2025Q4: 6,179 shares 6,179 $1.05M 0.01% -18 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,953 shares; 2024Q4: 9,876 shares; 2025Q1: 10,589 shares; 2025Q2: 10,054 shares; 2025Q3: 10,100 shares; 2025Q4: 10,248 shares 10,248 $1.04M 0.01% +148 Timeline IBMP 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: 8,256 shares; 2025Q1: 9,157 shares; 2025Q2: 18,909 shares; 2025Q3: 31,531 shares; 2025Q4: 40,684 shares 40,684 $1.03M 0.01% +9,153 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 8,059 shares; 2025Q1: 9,080 shares; 2025Q2: 8,835 shares; 2025Q3: 10,498 shares; 2025Q4: 11,843 shares 11,843 $1.03M 0.01% +1,345 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,083 shares; 2024Q4: 8,053 shares; 2025Q1: 8,796 shares; 2025Q2: 14,299 shares; 2025Q3: 14,410 shares; 2025Q4: 12,501 shares 12,501 $1.03M 0.01% -1,909 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: 21,581 shares; 2024Q4: 17,534 shares; 2025Q1: 17,725 shares; 2025Q2: 16,072 shares; 2025Q3: 15,429 shares; 2025Q4: 14,830 shares 14,830 $1.03M 0.01% -599 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,679 shares; 2025Q3: 20,088 shares; 2025Q4: 29,223 shares 29,223 $1.03M 0.01% +9,135 Timeline BSTP 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: 241,163 shares; 2024Q4: 240,310 shares; 2025Q1: 251,319 shares; 2025Q2: 28,161 shares; 2025Q3: 27,715 shares; 2025Q4: 27,680 shares 27,680 $1.03M 0.01% -35 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 418,436 shares; 2025Q2: 268,943 shares; 2025Q3: 14,452 shares; 2025Q4: 15,857 shares 15,857 $1.02M 0.01% +1,405 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 4,688 shares; 2025Q1: 4,578 shares; 2025Q2: 4,765 shares; 2025Q3: 4,492 shares; 2025Q4: 4,132 shares 4,132 $1.02M 0.01% -360 Timeline SPGP 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: 6,329 shares; 2024Q4: 7,855 shares; 2025Q1: 7,351 shares; 2025Q2: 8,574 shares; 2025Q3: 9,019 shares; 2025Q4: 8,847 shares 8,847 $1.01M 0.01% -172 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,250 shares; 2025Q2: 35,756 shares; 2025Q3: 41,567 shares; 2025Q4: 36,932 shares 36,932 $1.01M 0.01% -4,635 Timeline BSJR 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: 32,693 shares; 2024Q4: 33,877 shares; 2025Q1: 34,924 shares; 2025Q2: 30,974 shares; 2025Q3: 36,621 shares; 2025Q4: 44,397 shares 44,397 $1M 0.01% +7,776 Timeline IWO 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: 2,616 shares; 2024Q4: 3,397 shares; 2025Q1: 2,730 shares; 2025Q2: 4,852 shares; 2025Q3: 4,841 shares; 2025Q4: 3,095 shares 3,095 $1000K 0.01% -1,746 Timeline UMAR 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: 129,890 shares; 2024Q4: 78,426 shares; 2025Q1: 24,563 shares; 2025Q2: 1,554,378 shares; 2025Q3: 1,555,883 shares; 2025Q4: 24,992 shares 24,992 $998K 0.01% -1,530,891 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: 1,299 shares; 2024Q4: 1,411 shares; 2025Q1: 1,302 shares; 2025Q2: 1,646 shares; 2025Q3: 1,671 shares; 2025Q4: 1,698 shares 1,698 $986K 0.01% +27 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,698 shares; 2025Q1: 1,864 shares; 2025Q2: 2,461 shares; 2025Q3: 2,000 shares; 2025Q4: 1,927 shares 1,927 $984K 0.01% -73 Timeline ICVT 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: 9,890 shares; 2024Q4: 9,850 shares; 2025Q1: 11,321 shares; 2025Q2: 8,806 shares; 2025Q3: 9,099 shares; 2025Q4: 9,938 shares 9,938 $979K 0.01% +839 Timeline QFLR 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: 14,873 shares; 2024Q4: 14,250 shares; 2025Q1: 17,466 shares; 2025Q2: 15,225 shares; 2025Q3: 17,403 shares; 2025Q4: 28,433 shares 28,433 $975K 0.01% +11,030 Timeline XBOC 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: 12,937 shares; 2024Q4: 27,662 shares; 2025Q1: 28,439 shares; 2025Q2: 31,020 shares; 2025Q3: not reported; 2025Q4: 28,951 shares 28,951 $971K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,581 shares; 2025Q1: 4,480 shares; 2025Q2: 12,248 shares; 2025Q3: 12,036 shares; 2025Q4: 9,726 shares 9,726 $971K 0.01% -2,310 Timeline APRH 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: 51,058 shares; 2024Q4: 42,382 shares; 2025Q1: 40,597 shares; 2025Q2: 42,899 shares; 2025Q3: 41,220 shares; 2025Q4: 38,946 shares 38,946 $963K 0.01% -2,274 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: 1,399 shares; 2024Q4: 1,230 shares; 2025Q1: 9,793 shares; 2025Q2: 10,299 shares; 2025Q3: 2,040 shares; 2025Q4: 2,744 shares 2,744 $962K 0.01% +704 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 4,674 shares; 2025Q1: not reported; 2025Q2: 9,101 shares; 2025Q3: 7,463 shares; 2025Q4: 10,899 shares 10,899 $954K 0.01% +3,436 Timeline JULJ 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: 52,553 shares; 2024Q4: 53,399 shares; 2025Q1: 46,217 shares; 2025Q2: 44,172 shares; 2025Q3: 38,551 shares; 2025Q4: 38,066 shares 38,066 $949K 0.01% -485 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,346 shares; 2024Q4: 8,644 shares; 2025Q1: 3,378 shares; 2025Q2: 2,960 shares; 2025Q3: 4,571 shares; 2025Q4: 4,221 shares 4,221 $948K 0.01% -350 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: 583,767 shares; 2024Q4: 37,323 shares; 2025Q1: 35,102 shares; 2025Q2: 33,952 shares; 2025Q3: 1,651,928 shares; 2025Q4: 25,319 shares 25,319 $947K 0.01% -1,626,609 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,116 shares; 2024Q4: 17,114 shares; 2025Q1: 17,107 shares; 2025Q2: 12,016 shares; 2025Q3: 18,007 shares; 2025Q4: 24,739 shares 24,739 $947K 0.01% +6,732 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 4,861 shares; 2025Q1: 5,102 shares; 2025Q2: 4,219 shares; 2025Q3: 4,349 shares; 2025Q4: 5,083 shares 5,083 $943K 0.01% +734 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,958 shares; 2025Q1: 4,507 shares; 2025Q2: 5,048 shares; 2025Q3: 10,024 shares; 2025Q4: 13,192 shares 13,192 $943K 0.01% +3,168 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: 5,723 shares; 2024Q4: 6,066 shares; 2025Q1: 5,792 shares; 2025Q2: 6,389 shares; 2025Q3: 6,407 shares; 2025Q4: 12,746 shares 12,746 $941K 0.01% +6,339 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 8,005 shares; 2025Q1: 7,509 shares; 2025Q2: 9,618 shares; 2025Q3: 10,716 shares; 2025Q4: 18,740 shares 18,740 $937K 0.01% +8,024 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,696 shares; 2024Q4: 27,548 shares; 2025Q1: 31,836 shares; 2025Q2: 39,050 shares; 2025Q3: 41,971 shares; 2025Q4: 46,099 shares 46,099 $933K 0.01% +4,128 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 14,062 shares; 2025Q1: 19,516 shares; 2025Q2: 20,408 shares; 2025Q3: 20,044 shares; 2025Q4: 21,372 shares 21,372 $924K 0.01% +1,328 Timeline EWJ 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: 15,274 shares; 2024Q4: 15,326 shares; 2025Q1: 14,623 shares; 2025Q2: 11,797 shares; 2025Q3: 11,633 shares; 2025Q4: 11,396 shares 11,396 $920K 0.01% -237 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 3,094 shares; 2025Q1: 2,257 shares; 2025Q2: 2,496 shares; 2025Q3: 2,422 shares; 2025Q4: 2,611 shares 2,611 $918K 0.01% +189 Timeline VLUE 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: 3,065 shares; 2024Q4: 2,318 shares; 2025Q1: 2,993 shares; 2025Q2: 4,559 shares; 2025Q3: 6,276 shares; 2025Q4: 6,643 shares 6,643 $908K 0.01% +367 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: 3,467 shares; 2024Q4: 6,040 shares; 2025Q1: 3,496 shares; 2025Q2: 3,497 shares; 2025Q3: 5,442 shares; 2025Q4: 9,877 shares 9,877 $903K 0.01% +4,435 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 2,523 shares; 2025Q4: 10,776 shares 10,776 $902K 0.01% +8,253 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,384 shares; 2024Q4: 28,528 shares; 2025Q1: 29,559 shares; 2025Q2: 26,153 shares; 2025Q3: 31,645 shares; 2025Q4: 38,344 shares 38,344 $895K 0.01% +6,699 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,318 shares; 2025Q1: 4,274 shares; 2025Q2: 4,573 shares; 2025Q3: 5,246 shares; 2025Q4: 4,244 shares 4,244 $888K 0.01% -1,002 Timeline HEFA 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: 16,110 shares; 2024Q4: 19,512 shares; 2025Q1: 66,021 shares; 2025Q2: 20,577 shares; 2025Q3: 21,776 shares; 2025Q4: 21,449 shares 21,449 $887K 0.01% -327 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,512 shares; 2025Q2: 34,334 shares; 2025Q3: 34,933 shares; 2025Q4: 32,244 shares 32,244 $887K 0.01% -2,689 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,185 shares; 2025Q4: 2,978 shares 2,978 $880K 0.01% +1,793 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 15,629 shares; 2025Q1: 14,047 shares; 2025Q2: 16,625 shares; 2025Q3: 17,899 shares; 2025Q4: 18,069 shares 18,069 $879K 0.01% +170 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: 18,239 shares; 2024Q4: 17,562 shares; 2025Q1: 17,885 shares; 2025Q2: 19,603 shares; 2025Q3: 16,134 shares; 2025Q4: 14,106 shares 14,106 $877K 0.01% -2,028 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: 6,633 shares; 2024Q4: 8,669 shares; 2025Q1: 8,002 shares; 2025Q2: 6,357 shares; 2025Q3: 6,718 shares; 2025Q4: 6,542 shares 6,542 $873K 0.01% -176 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,679 shares; 2024Q4: 25,871 shares; 2025Q1: 26,745 shares; 2025Q2: 17,002 shares; 2025Q3: 15,590 shares; 2025Q4: 18,214 shares 18,214 $870K 0.01% +2,624 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,021 shares; 2025Q1: not reported; 2025Q2: 9,101 shares; 2025Q3: 8,775 shares; 2025Q4: 22,840 shares 22,840 $864K 0.01% +14,065 Timeline DFGP 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: 13,151 shares; 2025Q3: 16,272 shares; 2025Q4: 15,922 shares 15,922 $861K 0.01% -350 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: 7,447 shares; 2024Q4: 8,198 shares; 2025Q1: 4,864 shares; 2025Q2: 9,294 shares; 2025Q3: 8,853 shares; 2025Q4: 6,100 shares 6,100 $860K 0.01% -2,753 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 10,286 shares; 2025Q3: 9,827 shares; 2025Q4: 12,314 shares 12,314 $859K 0.01% +2,487 Timeline XFEB 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: not reported; 2024Q4: not reported; 2025Q1: 12,604 shares; 2025Q2: 14,216 shares; 2025Q3: 17,234 shares; 2025Q4: 24,019 shares 24,019 $858K 0.01% +6,785 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 4,165 shares; 2025Q1: 4,017 shares; 2025Q2: 3,809 shares; 2025Q3: 3,788 shares; 2025Q4: 3,832 shares 3,832 $857K 0.01% +44 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,652 shares; 2024Q4: 17,664 shares; 2025Q1: 20,587 shares; 2025Q2: 21,158 shares; 2025Q3: 25,527 shares; 2025Q4: 25,970 shares 25,970 $851K 0.01% +443 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: 409,159 shares; 2024Q4: 15,979 shares; 2025Q1: 15,910 shares; 2025Q2: 16,952 shares; 2025Q3: 581,996 shares; 2025Q4: 18,045 shares 18,045 $843K 0.01% -563,951 2026-09-30, 13G/A Timeline EUSB 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: 16,490 shares; 2024Q4: 17,425 shares; 2025Q1: 16,800 shares; 2025Q2: 15,864 shares; 2025Q3: 17,543 shares; 2025Q4: 19,199 shares 19,199 $843K 0.01% +1,656 Timeline IBMQ 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: 8,363 shares; 2025Q1: 9,260 shares; 2025Q2: 11,292 shares; 2025Q3: 23,854 shares; 2025Q4: 32,852 shares 32,852 $840K 0.01% +8,998 Timeline BAPR 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: 402,595 shares; 2024Q4: 30,248 shares; 2025Q1: 16,788 shares; 2025Q2: 553,510 shares; 2025Q3: 18,580 shares; 2025Q4: 17,462 shares 17,462 $838K 0.01% -1,118 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: not reported; 2025Q1: 9,226 shares; 2025Q2: 11,341 shares; 2025Q3: 23,996 shares; 2025Q4: 32,922 shares 32,922 $837K 0.01% +8,926 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,157 shares; 2025Q3: 6,694 shares; 2025Q4: 7,356 shares 7,356 $837K 0.01% +662 Timeline IBMO 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: 8,019 shares; 2025Q1: 9,056 shares; 2025Q2: 11,068 shares; 2025Q3: 23,584 shares; 2025Q4: 32,637 shares 32,637 $837K 0.01% +9,053 Timeline AIPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 5,180 shares; 2025Q2: 4,925 shares; 2025Q3: 19,962 shares; 2025Q4: 20,859 shares 20,859 $835K 0.01% +897 Timeline DOV DOVER CORP More: the full row for DOVER 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: 2,630 shares; 2025Q3: 4,201 shares; 2025Q4: 4,277 shares 4,277 $835K 0.01% +76 Timeline DSI 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: 6,165 shares; 2024Q4: 5,786 shares; 2025Q1: 5,510 shares; 2025Q2: 6,067 shares; 2025Q3: 6,519 shares; 2025Q4: 6,478 shares 6,478 $835K 0.01% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,220 shares; 2025Q3: 7,118 shares; 2025Q4: 6,963 shares 6,963 $834K 0.01% -155 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: 983 shares; 2024Q4: 917 shares; 2025Q1: 1,020 shares; 2025Q2: 5,604 shares; 2025Q3: 4,853 shares; 2025Q4: 2,363 shares 2,363 $834K 0.01% -2,490 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,137 shares; 2025Q4: 20,245 shares 20,245 $833K 0.01% +2,108 Timeline ZFEB 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: 30,627 shares; 2025Q2: 42,574 shares; 2025Q3: 37,463 shares; 2025Q4: 32,717 shares 32,717 $830K 0.01% -4,746 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,136 shares; 2025Q1: 10,155 shares; 2025Q2: 10,146 shares; 2025Q3: 10,114 shares; 2025Q4: 10,121 shares 10,121 $830K 0.01% +7 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: 1,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,260 shares; 2025Q4: 5,111 shares 5,111 $828K 0.01% +3,851 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 1,810 shares; 2025Q4: 2,446 shares 2,446 $827K 0.01% +636 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,234 shares; 2024Q4: 40,932 shares; 2025Q1: 38,857 shares; 2025Q2: 24,547 shares; 2025Q3: 24,248 shares; 2025Q4: 25,701 shares 25,701 $824K 0.01% +1,453 Timeline IBMS 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: 31,560 shares 31,560 $822K 0.01% new Timeline NLR 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: 1,991 shares; 2025Q3: 2,353 shares; 2025Q4: 6,620 shares 6,620 $822K 0.01% +4,267 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 8,581 shares; 2025Q1: 8,583 shares; 2025Q2: 9,227 shares; 2025Q3: 9,350 shares; 2025Q4: 9,133 shares 9,133 $821K 0.01% -217 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 3,993 shares; 2025Q1: 3,805 shares; 2025Q2: 3,491 shares; 2025Q3: 2,797 shares; 2025Q4: 2,835 shares 2,835 $819K 0.01% +38 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 899 shares 899 $815K 0.01% -33 Timeline INDA 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: 21,844 shares; 2024Q4: 16,198 shares; 2025Q1: 18,801 shares; 2025Q2: 17,647 shares; 2025Q3: 16,287 shares; 2025Q4: 15,065 shares 15,065 $814K 0.01% -1,222 Timeline QLD 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: 10,612 shares; 2024Q4: 6,174 shares; 2025Q1: 5,555 shares; 2025Q2: 7,020 shares; 2025Q3: 4,617 shares; 2025Q4: 11,466 shares 11,466 $807K 0.01% +6,849 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,575 shares; 2025Q4: 3,508 shares 3,508 $806K 0.01% +933 Timeline VEU 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: 5,292 shares; 2024Q4: 5,297 shares; 2025Q1: 5,260 shares; 2025Q2: 6,217 shares; 2025Q3: 14,261 shares; 2025Q4: 10,833 shares 10,833 $797K 0.01% -3,428 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: 92,456 shares; 2024Q4: 171,256 shares; 2025Q1: 10,416 shares; 2025Q2: 9,639 shares; 2025Q3: 10,104 shares; 2025Q4: 8,603 shares 8,603 $795K 0.01% -1,501 Timeline SYSB 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: 8,843 shares 8,843 $794K 0.01% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,543 shares; 2024Q4: not reported; 2025Q1: 15,580 shares; 2025Q2: 13,386 shares; 2025Q3: 15,766 shares; 2025Q4: 15,895 shares 15,895 $792K 0.01% +129 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,407 shares; 2024Q4: 33,708 shares; 2025Q1: 35,346 shares; 2025Q2: 34,795 shares; 2025Q3: 33,325 shares; 2025Q4: 32,627 shares 32,627 $792K 0.01% -698 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: 16,408 shares; 2024Q4: 14,785 shares; 2025Q1: 14,189 shares; 2025Q2: 22,037 shares; 2025Q3: 23,853 shares; 2025Q4: 15,555 shares 15,555 $791K 0.01% -8,298 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,628 shares; 2025Q1: 1,832 shares; 2025Q2: 2,519 shares; 2025Q3: 2,417 shares; 2025Q4: 2,727 shares 2,727 $791K 0.01% +310 Timeline IBDT 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: 24,228 shares; 2024Q4: 29,390 shares; 2025Q1: 30,280 shares; 2025Q2: 30,282 shares; 2025Q3: 31,769 shares; 2025Q4: 31,054 shares 31,054 $790K 0.01% -715 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: 1,549 shares; 2024Q4: 1,889 shares; 2025Q1: 1,895 shares; 2025Q2: 2,241 shares; 2025Q3: 2,698 shares; 2025Q4: 2,905 shares 2,905 $788K 0.01% +207 Timeline GMAR 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: 16,253 shares; 2024Q4: 16,253 shares; 2025Q1: 16,799 shares; 2025Q2: 22,330 shares; 2025Q3: 19,156 shares; 2025Q4: 19,131 shares 19,131 $783K 0.01% -25 Timeline YYY 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: 68,946 shares; 2024Q4: 62,050 shares; 2025Q1: 49,414 shares; 2025Q2: 60,672 shares; 2025Q3: 65,955 shares; 2025Q4: 67,957 shares 67,957 $782K 0.01% +2,002 Timeline ZJUL 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: 12,388 shares; 2024Q4: 10,539 shares; 2025Q1: 9,700 shares; 2025Q2: 25,654 shares; 2025Q3: 27,565 shares; 2025Q4: 26,831 shares 26,831 $780K 0.01% -734 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: 5,606 shares; 2024Q4: 4,405 shares; 2025Q1: 5,214 shares; 2025Q2: 7,077 shares; 2025Q3: 7,925 shares; 2025Q4: 7,306 shares 7,306 $767K 0.01% -619 Timeline FALN 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: 26,050 shares; 2024Q4: 25,676 shares; 2025Q1: 26,952 shares; 2025Q2: 26,700 shares; 2025Q3: 27,999 shares; 2025Q4: 28,038 shares 28,038 $765K 0.01% +39 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 11,187 shares; 2025Q1: 13,860 shares; 2025Q2: 13,847 shares; 2025Q3: 15,924 shares; 2025Q4: 13,012 shares 13,012 $764K 0.01% -2,912 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,430 shares; 2024Q4: 32,667 shares; 2025Q1: 34,200 shares; 2025Q2: 33,643 shares; 2025Q3: 33,153 shares; 2025Q4: 31,430 shares 31,430 $762K 0.01% -1,723 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: 15,334 shares; 2024Q4: 15,823 shares; 2025Q1: 16,084 shares; 2025Q2: 17,451 shares; 2025Q3: 19,512 shares; 2025Q4: 11,107 shares 11,107 $757K 0.01% -8,405 Timeline ACEI 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: not reported; 2025Q4: 30,621 shares 30,621 $754K 0.01% new 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: 1,607 shares; 2024Q4: 1,493 shares; 2025Q1: 1,582 shares; 2025Q2: 1,736 shares; 2025Q3: 1,920 shares; 2025Q4: 1,937 shares 1,937 $754K 0.01% +17 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: 4,340 shares; 2024Q4: 4,163 shares; 2025Q1: 5,282 shares; 2025Q2: 2,989 shares; 2025Q3: 3,022 shares; 2025Q4: 3,052 shares 3,052 $754K 0.01% +30 Timeline BSJS 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: 28,997 shares; 2024Q4: 30,188 shares; 2025Q1: 28,617 shares; 2025Q2: 27,104 shares; 2025Q3: 31,117 shares; 2025Q4: 34,110 shares 34,110 $750K 0.01% +2,993 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,192 shares 37,192 $748K 0.01% new 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: not reported; 2025Q3: 6,446 shares; 2025Q4: 7,206 shares 7,206 $747K 0.01% +760 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,206 shares; 2024Q4: 23,545 shares; 2025Q1: 20,610 shares; 2025Q2: 22,920 shares; 2025Q3: 21,761 shares; 2025Q4: 20,595 shares 20,595 $747K 0.01% -1,166 Timeline IBDU 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: 30,180 shares; 2025Q1: 32,720 shares; 2025Q2: 33,081 shares; 2025Q3: 32,087 shares; 2025Q4: 31,896 shares 31,896 $747K 0.01% -191 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,509 shares; 2025Q4: 16,130 shares 16,130 $746K 0.01% +621 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: 6,332 shares; 2024Q4: 11,095 shares; 2025Q1: 10,696 shares; 2025Q2: 10,938 shares; 2025Q3: 15,271 shares; 2025Q4: 14,408 shares 14,408 $743K 0.01% -863 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,577 shares; 2024Q4: 21,800 shares; 2025Q1: 21,073 shares; 2025Q2: 22,606 shares; 2025Q3: 19,843 shares; 2025Q4: 20,258 shares 20,258 $741K 0.01% +415 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 8,998 shares; 2025Q1: 18,419 shares; 2025Q2: 14,013 shares; 2025Q3: 4,459 shares; 2025Q4: 13,490 shares 13,490 $740K 0.01% +9,031 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,124 shares; 2024Q4: 15,932 shares; 2025Q1: 14,887 shares; 2025Q2: 14,726 shares; 2025Q3: 13,636 shares; 2025Q4: 14,204 shares 14,204 $735K 0.01% +568 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,117 shares; 2025Q3: 1,115 shares; 2025Q4: 3,192 shares 3,192 $735K 0.01% +2,077 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,218 shares; 2025Q2: 31,394 shares; 2025Q3: 20,368 shares; 2025Q4: 6,939 shares 6,939 $733K 0.01% -13,429 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 9,233 shares; 2025Q1: 7,531 shares; 2025Q2: 6,676 shares; 2025Q3: 6,885 shares; 2025Q4: 6,056 shares 6,056 $733K 0.01% -829 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: 48,508 shares; 2024Q4: 54,671 shares; 2025Q1: 56,494 shares; 2025Q2: 61,957 shares; 2025Q3: 68,040 shares; 2025Q4: 73,040 shares 73,040 $730K 0.01% +5,000 Timeline IBDV 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: 33,024 shares 33,024 $729K 0.01% new Timeline FDEC 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: not reported; 2024Q4: not reported; 2025Q1: 13,282 shares; 2025Q2: 14,423 shares; 2025Q3: 13,455 shares; 2025Q4: 14,036 shares 14,036 $718K 0.01% +581 Timeline PODD INSULET CORP More: the full row for INSULET 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: 796 shares; 2025Q2: 828 shares; 2025Q3: 2,411 shares; 2025Q4: 2,511 shares 2,511 $714K 0.01% +100 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: 2,783 shares; 2025Q2: 3,227 shares; 2025Q3: 5,028 shares; 2025Q4: 6,502 shares 6,502 $713K 0.01% +1,474 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: 2,527 shares; 2024Q4: 2,950 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,333 shares; 2025Q4: 6,792 shares 6,792 $711K 0.01% +459 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 11,268 shares; 2025Q1: 11,563 shares; 2025Q2: 11,362 shares; 2025Q3: 10,855 shares; 2025Q4: 14,361 shares 14,361 $710K 0.01% +3,506 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,609 shares; 2025Q1: 2,512 shares; 2025Q2: 2,408 shares; 2025Q3: 2,305 shares; 2025Q4: 2,253 shares 2,253 $709K 0.01% -52 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 7,721 shares 7,721 $706K 0.01% +5,212 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: not reported; 2025Q3: not reported; 2025Q4: 16,203 shares 16,203 $706K 0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 16,016 shares; 2025Q4: 16,082 shares 16,082 $705K 0.01% +66 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 602 shares; 2025Q1: 644 shares; 2025Q2: 686 shares; 2025Q3: 2,522 shares; 2025Q4: 3,371 shares 3,371 $704K 0.01% +849 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4,009 shares; 2025Q1: 4,425 shares; 2025Q2: 4,167 shares; 2025Q3: 4,000 shares; 2025Q4: 3,489 shares 3,489 $703K 0.01% -511 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,680 shares; 2025Q3: 6,315 shares; 2025Q4: 7,798 shares 7,798 $702K 0.01% +1,483 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 3,727 shares; 2025Q1: 3,551 shares; 2025Q2: 3,501 shares; 2025Q3: 4,058 shares; 2025Q4: 4,337 shares 4,337 $698K 0.01% +279 Timeline AJUL 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: 49,630 shares; 2024Q4: 41,469 shares; 2025Q1: 42,667 shares; 2025Q2: 31,097 shares; 2025Q3: 30,132 shares; 2025Q4: 23,917 shares 23,917 $695K 0.01% -6,215 Timeline SLJY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,549 shares; 2025Q4: 21,259 shares 21,259 $695K 0.01% +4,710 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,379 shares; 2025Q1: 2,414 shares; 2025Q2: 2,423 shares; 2025Q3: 4,917 shares; 2025Q4: 5,244 shares 5,244 $695K 0.01% +327 Timeline SHV 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: 19,872 shares; 2024Q4: 10,824 shares; 2025Q1: 10,489 shares; 2025Q2: 9,787 shares; 2025Q3: 9,276 shares; 2025Q4: 6,293 shares 6,293 $693K 0.01% -2,983 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,854 shares; 2025Q4: 8,024 shares 8,024 $692K 0.01% +170 Timeline GOLD GOLD COM INC More: the full row for GOLD 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: 20,206 shares 20,206 $688K 0.01% new Timeline IGIB 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: 17,172 shares; 2024Q4: 16,344 shares; 2025Q1: 14,766 shares; 2025Q2: 14,633 shares; 2025Q3: 14,718 shares; 2025Q4: 12,757 shares 12,757 $687K 0.01% -1,961 Timeline DVY 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: 3,072 shares; 2024Q4: 2,658 shares; 2025Q1: 2,680 shares; 2025Q2: 2,683 shares; 2025Q3: 2,664 shares; 2025Q4: 4,867 shares 4,867 $687K 0.01% +2,203 Timeline DDFN 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: not reported; 2025Q4: 35,802 shares 35,802 $686K 0.01% new Timeline RBUF 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: 48,104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,568 shares 23,568 $685K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX 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: 12,493 shares; 2025Q4: 11,306 shares 11,306 $683K 0.01% -1,187 Timeline LTTI 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: not reported; 2025Q4: 35,228 shares 35,228 $678K 0.01% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,939 shares; 2024Q4: 32,094 shares; 2025Q1: 27,859 shares; 2025Q2: 24,586 shares; 2025Q3: 22,844 shares; 2025Q4: 18,334 shares 18,334 $675K 0.01% -4,510 Timeline BITI 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: not reported; 2025Q4: 29,055 shares 29,055 $673K 0.01% new 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: 32,901 shares; 2024Q4: 29,183 shares; 2025Q1: 22,681 shares; 2025Q2: 19,721 shares; 2025Q3: 16,269 shares; 2025Q4: 16,933 shares 16,933 $668K 0.01% +664 Timeline BUFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,661 shares; 2025Q3: 10,661 shares; 2025Q4: 29,992 shares 29,992 $667K 0.01% +19,331 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: 5,615 shares; 2024Q4: 6,504 shares; 2025Q1: 6,550 shares; 2025Q2: 6,729 shares; 2025Q3: 8,043 shares; 2025Q4: 8,422 shares 8,422 $665K 0.01% +379 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,373 shares 29,373 $665K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 1,925 shares; 2025Q4: 1,874 shares 1,874 $663K 0.01% -51 Timeline BSJT 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: 29,857 shares; 2025Q1: 28,102 shares; 2025Q2: 27,169 shares; 2025Q3: 27,430 shares; 2025Q4: 30,743 shares 30,743 $661K 0.01% +3,313 Timeline BSJU 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: 25,328 shares 25,328 $661K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,653 shares; 2025Q1: 2,804 shares; 2025Q2: 3,063 shares; 2025Q3: 2,868 shares; 2025Q4: 2,931 shares 2,931 $661K 0.01% +63 Timeline APOC 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: not reported; 2025Q4: 25,206 shares 25,206 $660K 0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 3,985 shares; 2025Q1: 4,075 shares; 2025Q2: 3,846 shares; 2025Q3: 3,828 shares; 2025Q4: 3,791 shares 3,791 $660K 0.01% -37 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 1,445 shares; 2025Q4: 1,644 shares 1,644 $660K 0.01% +199 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: 1,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,252 shares; 2025Q3: 5,476 shares; 2025Q4: 5,594 shares 5,594 $656K 0.01% +118 Timeline IWR 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: 3,034 shares; 2025Q1: 4,556 shares; 2025Q2: 5,907 shares; 2025Q3: 5,687 shares; 2025Q4: 6,810 shares 6,810 $656K 0.01% +1,123 Timeline ILDR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,753 shares; 2025Q4: 19,844 shares 19,844 $655K 0.01% +7,091 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS 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: 6,892 shares; 2025Q4: 7,408 shares 7,408 $653K 0.01% +516 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 9,961 shares 9,961 $653K 0.01% new Timeline AAPR 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: 44,875 shares; 2024Q4: 44,742 shares; 2025Q1: 41,833 shares; 2025Q2: 22,990 shares; 2025Q3: 22,871 shares; 2025Q4: 22,871 shares 22,871 $650K 0.01% 0 Timeline DXJ 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: 4,405 shares; 2024Q4: 4,943 shares; 2025Q1: 4,930 shares; 2025Q2: 4,489 shares; 2025Q3: 4,537 shares; 2025Q4: 4,489 shares 4,489 $647K 0.01% -48 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,826 shares; 2025Q1: 3,545 shares; 2025Q2: 3,468 shares; 2025Q3: 3,807 shares; 2025Q4: 3,274 shares 3,274 $645K 0.01% -533 Timeline DDFS 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: 27,943 shares; 2025Q4: 29,813 shares 29,813 $632K 0.01% +1,870 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,548 shares; 2024Q4: 96,574 shares; 2025Q1: 82,523 shares; 2025Q2: 12,235 shares; 2025Q3: 12,111 shares; 2025Q4: 11,401 shares 11,401 $630K 0.01% -710 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: 1,081 shares; 2024Q4: 1,278 shares; 2025Q1: 4,133 shares; 2025Q2: 4,083 shares; 2025Q3: 4,070 shares; 2025Q4: 3,344 shares 3,344 $629K 0.01% -726 Timeline SETH 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: not reported; 2025Q4: 14,964 shares 14,964 $628K 0.01% new 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: not reported; 2024Q4: 13,133 shares; 2025Q1: 17,006 shares; 2025Q2: 18,297 shares; 2025Q3: 24,549 shares; 2025Q4: 27,835 shares 27,835 $624K 0.01% +3,286 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 15,888 shares; 2025Q4: 18,843 shares 18,843 $623K 0.01% +2,955 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,026 shares; 2024Q4: 16,543 shares; 2025Q1: 19,254 shares; 2025Q2: 19,747 shares; 2025Q3: 22,800 shares; 2025Q4: 24,718 shares 24,718 $622K 0.01% +1,918 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: 11,183 shares; 2024Q4: 9,890 shares; 2025Q1: 8,876 shares; 2025Q2: 14,407 shares; 2025Q3: 14,051 shares; 2025Q4: 13,844 shares 13,844 $620K 0.01% -207 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,530 shares; 2025Q2: 3,529 shares; 2025Q3: 3,537 shares; 2025Q4: 3,544 shares 3,544 $617K 0.01% +7 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: 7,658 shares; 2024Q4: 7,599 shares; 2025Q1: 7,868 shares; 2025Q2: 7,782 shares; 2025Q3: 7,816 shares; 2025Q4: 7,639 shares 7,639 $613K 0.01% -177 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,034 shares; 2025Q4: 9,062 shares 9,062 $613K 0.01% +28 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: 2,528 shares; 2024Q4: 29,296 shares; 2025Q1: 31,030 shares; 2025Q2: 2,236 shares; 2025Q3: 2,067 shares; 2025Q4: 2,062 shares 2,062 $610K 0.01% -5 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 17,260 shares; 2025Q1: 16,264 shares; 2025Q2: 17,711 shares; 2025Q3: 19,863 shares; 2025Q4: 23,036 shares 23,036 $610K 0.01% +3,173 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,529 shares; 2024Q4: 65,002 shares; 2025Q1: 64,930 shares; 2025Q2: 56,269 shares; 2025Q3: 48,884 shares; 2025Q4: 47,045 shares 47,045 $606K 0.01% -1,839 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 14,300 shares; 2025Q1: 11,129 shares; 2025Q2: 8,341 shares; 2025Q3: 9,722 shares; 2025Q4: 7,344 shares 7,344 $606K 0.01% -2,378 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,306 shares; 2024Q4: 8,822 shares; 2025Q1: 8,987 shares; 2025Q2: 9,507 shares; 2025Q3: 8,883 shares; 2025Q4: 9,005 shares 9,005 $605K 0.01% +122 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,187 shares; 2025Q2: 16,269 shares; 2025Q3: 19,814 shares; 2025Q4: 27,562 shares 27,562 $601K 0.01% +7,748 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,102 shares; 2025Q1: 8,708 shares; 2025Q2: 8,991 shares; 2025Q3: 11,246 shares; 2025Q4: 16,732 shares 16,732 $600K 0.01% +5,486 Timeline RSSE 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: not reported; 2024Q4: not reported; 2025Q1: 14,352 shares; 2025Q2: 16,459 shares; 2025Q3: 20,078 shares; 2025Q4: 27,981 shares 27,981 $599K 0.01% +7,903 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: 9,646 shares; 2025Q4: 14,098 shares 14,098 $599K 0.01% +4,452 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: 976 shares; 2024Q4: 2,014 shares; 2025Q1: 1,739 shares; 2025Q2: 2,521 shares; 2025Q3: 2,879 shares; 2025Q4: 2,875 shares 2,875 $597K 0.01% -4 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,551 shares; 2025Q1: 7,883 shares; 2025Q2: 29,267 shares; 2025Q3: 38,394 shares; 2025Q4: 7,484 shares 7,484 $596K 0.01% -30,910 Timeline VSGX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,346 shares; 2025Q4: 8,314 shares 8,314 $595K 0.01% -32 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,481 shares 28,481 $593K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 19,409 shares; 2025Q1: 21,505 shares; 2025Q2: 18,025 shares; 2025Q3: 19,085 shares; 2025Q4: 21,763 shares 21,763 $592K 0.01% +2,678 Timeline COMT 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: 20,162 shares; 2024Q4: 17,348 shares; 2025Q1: 17,203 shares; 2025Q2: 22,180 shares; 2025Q3: 26,688 shares; 2025Q4: 23,775 shares 23,775 $592K 0.01% -2,913 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,336 shares; 2024Q4: 165,314 shares; 2025Q1: 8,459 shares; 2025Q2: 6,309 shares; 2025Q3: 6,273 shares; 2025Q4: 7,270 shares 7,270 $591K 0.01% +997 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,044 shares; 2024Q4: 9,551 shares; 2025Q1: 8,986 shares; 2025Q2: 9,189 shares; 2025Q3: 9,516 shares; 2025Q4: 11,584 shares 11,584 $588K 0.01% +2,068 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,845 shares; 2024Q4: 77,674 shares; 2025Q1: 77,175 shares; 2025Q2: 71,921 shares; 2025Q3: 66,929 shares; 2025Q4: 64,904 shares 64,904 $583K 0.01% -2,025 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,353 shares; 2025Q4: 4,101 shares 4,101 $582K 0.01% -252 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: 10,674 shares; 2024Q4: 14,532 shares; 2025Q1: 17,430 shares; 2025Q2: 23,057 shares; 2025Q3: 20,240 shares; 2025Q4: 1,833 shares 1,833 $573K 0.01% -18,407 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 7,626 shares; 2025Q1: 7,765 shares; 2025Q2: 8,581 shares; 2025Q3: 8,565 shares; 2025Q4: 8,571 shares 8,571 $572K 0.01% +6 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 3,249 shares; 2025Q1: 2,765 shares; 2025Q2: 3,013 shares; 2025Q3: 3,088 shares; 2025Q4: 2,890 shares 2,890 $569K 0.01% -198 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 2,812 shares; 2025Q3: 3,196 shares; 2025Q4: 3,233 shares 3,233 $568K 0.01% +37 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,158 shares; 2025Q1: 4,194 shares; 2025Q2: 3,944 shares; 2025Q3: 2,638 shares; 2025Q4: 2,115 shares 2,115 $568K 0.01% -523 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: 2,266 shares; 2024Q4: 2,745 shares; 2025Q1: 2,682 shares; 2025Q2: 3,516 shares; 2025Q3: 3,827 shares; 2025Q4: 4,097 shares 4,097 $567K 0.01% +270 Timeline YMAR 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: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 23,981 shares; 2025Q2: 23,081 shares; 2025Q3: 22,156 shares; 2025Q4: 20,956 shares 20,956 $566K 0.01% -1,200 Timeline EIRL 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: 4,973 shares; 2024Q4: 4,973 shares; 2025Q1: 6,175 shares; 2025Q2: 6,375 shares; 2025Q3: 8,089 shares; 2025Q4: 7,686 shares 7,686 $565K 0.01% -403 Timeline FJUL 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: 10,652 shares; 2024Q4: 14,718 shares; 2025Q1: 12,781 shares; 2025Q2: not reported; 2025Q3: 11,792 shares; 2025Q4: 10,036 shares 10,036 $561K 0.01% -1,756 Timeline DJUN 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: 13,251 shares; 2024Q4: 13,227 shares; 2025Q1: 13,053 shares; 2025Q2: 12,621 shares; 2025Q3: 12,094 shares; 2025Q4: 11,833 shares 11,833 $560K 0.01% -261 Timeline DDTO 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: not reported; 2025Q4: 25,714 shares 25,714 $557K 0.01% new Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,182 shares; 2024Q4: 17,395 shares; 2025Q1: 16,823 shares; 2025Q2: 16,651 shares; 2025Q3: 16,553 shares; 2025Q4: 16,505 shares 16,505 $556K 0.01% -48 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,277 shares; 2025Q1: 2,279 shares; 2025Q2: 2,368 shares; 2025Q3: 2,469 shares; 2025Q4: 2,401 shares 2,401 $543K 0.01% -68 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,389 shares; 2024Q4: 20,315 shares; 2025Q1: 35,906 shares; 2025Q2: 39,634 shares; 2025Q3: 44,992 shares; 2025Q4: 47,583 shares 47,583 $542K 0.01% +2,591 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 974 shares; 2025Q1: 858 shares; 2025Q2: 791 shares; 2025Q3: 620 shares; 2025Q4: 953 shares 953 $541K 0.01% +333 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,084 shares; 2025Q1: 8,650 shares; 2025Q2: not reported; 2025Q3: 4,623 shares; 2025Q4: 10,537 shares 10,537 $539K 0.01% +5,914 Timeline XMHQ 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: 3,015 shares; 2024Q4: 3,622 shares; 2025Q1: 3,684 shares; 2025Q2: 4,493 shares; 2025Q3: 4,477 shares; 2025Q4: 5,251 shares 5,251 $538K 0.01% +774 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 15,985 shares; 2025Q1: 16,458 shares; 2025Q2: 19,000 shares; 2025Q3: 25,179 shares; 2025Q4: 36,714 shares 36,714 $537K 0.01% +11,535 Timeline NJAN 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: 7,186 shares; 2024Q4: 10,036 shares; 2025Q1: 15,807 shares; 2025Q2: 9,285 shares; 2025Q3: 9,960 shares; 2025Q4: 9,773 shares 9,773 $537K 0.01% -187 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: not reported; 2024Q4: not reported; 2025Q1: 2,737 shares; 2025Q2: 1,983 shares; 2025Q3: 2,088 shares; 2025Q4: 3,652 shares 3,652 $535K 0.01% +1,564 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: 2,935 shares; 2024Q4: 2,884 shares; 2025Q1: 2,619 shares; 2025Q2: 2,626 shares; 2025Q3: 2,619 shares; 2025Q4: 2,632 shares 2,632 $535K 0.01% +13 Timeline KOMP 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: 5,827 shares; 2024Q4: 6,041 shares; 2025Q1: 6,139 shares; 2025Q2: 6,011 shares; 2025Q3: 8,349 shares; 2025Q4: 8,950 shares 8,950 $535K 0.01% +601 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 14,025 shares; 2025Q1: 6,567 shares; 2025Q2: 8,531 shares; 2025Q3: 9,274 shares; 2025Q4: 11,196 shares 11,196 $531K 0.01% +1,922 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,682 shares; 2025Q4: 16,362 shares 16,362 $531K 0.01% +4,680 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,046 shares; 2024Q4: 22,195 shares; 2025Q1: 21,127 shares; 2025Q2: 20,390 shares; 2025Q3: 18,234 shares; 2025Q4: 18,333 shares 18,333 $528K 0.01% +99 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,526 shares; 2024Q4: 23,711 shares; 2025Q1: 24,001 shares; 2025Q2: 29,765 shares; 2025Q3: 26,971 shares; 2025Q4: 27,373 shares 27,373 $526K 0.01% +402 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV 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: 3,652 shares 3,652 $525K 0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,077 shares; 2024Q4: 19,754 shares; 2025Q1: 14,569 shares; 2025Q2: 17,810 shares; 2025Q3: 20,498 shares; 2025Q4: 20,587 shares 20,587 $525K 0.01% +89 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 17,521 shares; 2025Q1: 17,608 shares; 2025Q2: 17,521 shares; 2025Q3: 17,521 shares; 2025Q4: 17,521 shares 17,521 $522K 0.01% 0 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: 29,461 shares; 2024Q4: 23,162 shares; 2025Q1: 18,523 shares; 2025Q2: 16,190 shares; 2025Q3: 12,045 shares; 2025Q4: 11,093 shares 11,093 $522K 0.01% -952 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,868 shares; 2025Q4: 7,261 shares 7,261 $521K 0.01% +1,393 Timeline DOGG 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: 16,267 shares; 2025Q2: 16,267 shares; 2025Q3: 19,566 shares; 2025Q4: 24,710 shares 24,710 $513K 0.01% +5,144 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 1,431 shares; 2025Q4: 2,116 shares 2,116 $512K 0.01% +685 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,641 shares; 2025Q1: 4,777 shares; 2025Q2: 4,491 shares; 2025Q3: 4,895 shares; 2025Q4: 6,442 shares 6,442 $512K 0.01% +1,547 Timeline ZMAY 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: 24,285 shares; 2025Q3: 22,928 shares; 2025Q4: 20,114 shares 20,114 $511K 0.01% -2,814 Timeline ARGT 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: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 6,123 shares; 2025Q2: 6,223 shares; 2025Q3: 5,874 shares; 2025Q4: 5,580 shares 5,580 $510K 0.01% -294 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,728 shares; 2025Q1: 193,542 shares; 2025Q2: 167,050 shares; 2025Q3: 12,542 shares; 2025Q4: 10,686 shares 10,686 $510K 0.01% -1,856 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,085 shares; 2025Q3: 21,648 shares; 2025Q4: 22,185 shares 22,185 $510K 0.01% +537 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: 3,582 shares; 2024Q4: 3,971 shares; 2025Q1: 3,426 shares; 2025Q2: 1,878 shares; 2025Q3: 1,949 shares; 2025Q4: 3,556 shares 3,556 $502K 0.01% +1,607 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,260 shares; 2025Q4: 2,508 shares 2,508 $502K 0.01% +248 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: 177 shares; 2024Q4: 162 shares; 2025Q1: 161 shares; 2025Q2: 140 shares; 2025Q3: 144 shares; 2025Q4: 147 shares 147 $499K 0.01% +3 Timeline EWG 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: 8,147 shares; 2025Q2: 10,228 shares; 2025Q3: 12,874 shares; 2025Q4: 11,722 shares 11,722 $498K 0.01% -1,152 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 10,651 shares; 2025Q1: 10,004 shares; 2025Q2: not reported; 2025Q3: 10,850 shares; 2025Q4: 9,383 shares 9,383 $497K 0.01% -1,467 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: 4,408 shares; 2024Q4: 3,477 shares; 2025Q1: 5,724 shares; 2025Q2: 5,967 shares; 2025Q3: 6,049 shares; 2025Q4: 5,925 shares 5,925 $495K 0.01% -124 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: not reported; 2025Q1: 31,559 shares; 2025Q2: 31,423 shares; 2025Q3: 34,643 shares; 2025Q4: 12,647 shares 12,647 $490K 0.01% -21,996 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: 123,133 shares; 2024Q4: 122,729 shares; 2025Q1: 122,963 shares; 2025Q2: 122,371 shares; 2025Q3: 120,702 shares; 2025Q4: 20,053 shares 20,053 $489K 0.01% -100,649 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: 11,249 shares; 2025Q2: 12,457 shares; 2025Q3: 11,960 shares; 2025Q4: 12,342 shares 12,342 $488K 0.01% +382 Timeline AVDE 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: 24,099 shares; 2024Q4: 15,867 shares; 2025Q1: 14,198 shares; 2025Q2: 10,370 shares; 2025Q3: 9,276 shares; 2025Q4: 5,907 shares 5,907 $486K 0.01% -3,369 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 19,193 shares; 2025Q1: 17,496 shares; 2025Q2: 9,001 shares; 2025Q3: 8,735 shares; 2025Q4: 8,504 shares 8,504 $485K 0.01% -231 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 3,869 shares; 2025Q1: 3,976 shares; 2025Q2: 4,874 shares; 2025Q3: 5,416 shares; 2025Q4: 5,590 shares 5,590 $482K 0.01% +174 Timeline BUFB 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: 9,769 shares; 2025Q2: 9,769 shares; 2025Q3: 10,754 shares; 2025Q4: 13,106 shares 13,106 $480K 0.01% +2,352 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 9,289 shares; 2025Q1: 12,265 shares; 2025Q2: 12,621 shares; 2025Q3: 13,565 shares; 2025Q4: 13,690 shares 13,690 $479K 0.01% +125 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 302 shares; 2025Q4: 394 shares 394 $478K 0.01% +92 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 6,367 shares; 2025Q4: 7,980 shares 7,980 $478K 0.01% +1,613 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: 10,589 shares; 2024Q4: 15,583 shares; 2025Q1: 94,868 shares; 2025Q2: 22,885 shares; 2025Q3: 42,279 shares; 2025Q4: 44,342 shares 44,342 $475K 0.01% +2,063 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: 215,680 shares; 2024Q4: 262,700 shares; 2025Q1: 355,263 shares; 2025Q2: 336,035 shares; 2025Q3: 22,423 shares; 2025Q4: 20,307 shares 20,307 $475K 0.01% -2,116 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: not reported; 2025Q4: 5,609 shares 5,609 $468K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,724 shares; 2025Q1: 2,929 shares; 2025Q2: 3,623 shares; 2025Q3: 4,933 shares; 2025Q4: 5,773 shares 5,773 $466K 0.01% +840 Timeline VT 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: 2,834 shares; 2024Q4: 2,684 shares; 2025Q1: 2,560 shares; 2025Q2: 2,634 shares; 2025Q3: 2,808 shares; 2025Q4: 3,300 shares 3,300 $466K 0.01% +492 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,431 shares; 2025Q1: 2,529 shares; 2025Q2: 1,509 shares; 2025Q3: 1,614 shares; 2025Q4: 1,560 shares 1,560 $465K 0.01% -54 Timeline EWU 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: 6,220 shares; 2025Q2: 8,300 shares; 2025Q3: 11,451 shares; 2025Q4: 10,502 shares 10,502 $462K 0.01% -949 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 5,074 shares; 2025Q1: 5,367 shares; 2025Q2: 5,636 shares; 2025Q3: 5,911 shares; 2025Q4: 6,330 shares 6,330 $461K 0.01% +419 Timeline PGX 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: 60,724 shares; 2024Q4: 49,148 shares; 2025Q1: 47,254 shares; 2025Q2: 43,925 shares; 2025Q3: 41,622 shares; 2025Q4: 40,695 shares 40,695 $457K 0.01% -927 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: 6,541 shares; 2024Q4: 5,381 shares; 2025Q1: 4,839 shares; 2025Q2: 4,612 shares; 2025Q3: 4,811 shares; 2025Q4: 4,931 shares 4,931 $456K 0.01% +120 Timeline FDL 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: 5,128 shares; 2024Q4: 5,074 shares; 2025Q1: 5,065 shares; 2025Q2: 5,054 shares; 2025Q3: 10,212 shares; 2025Q4: 10,213 shares 10,213 $453K 0.01% +1 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: 7,268 shares; 2024Q4: 7,084 shares; 2025Q1: 6,437 shares; 2025Q2: 5,288 shares; 2025Q3: 5,424 shares; 2025Q4: 5,612 shares 5,612 $452K 0.01% +188 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,069 shares; 2025Q4: 1,978 shares 1,978 $451K 0.01% -1,091 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: 1,003 shares; 2024Q4: 1,074 shares; 2025Q1: 1,032 shares; 2025Q2: 1,101 shares; 2025Q3: 1,139 shares; 2025Q4: 1,149 shares 1,149 $447K 0.01% +10 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: not reported; 2025Q2: not reported; 2025Q3: 2,329 shares; 2025Q4: 3,950 shares 3,950 $447K 0.01% +1,621 Timeline CEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 8,375 shares; 2025Q4: 13,243 shares 13,243 $446K 0.01% +4,868 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,021 shares; 2024Q4: 15,734 shares; 2025Q1: 14,190 shares; 2025Q2: 5,098 shares; 2025Q3: 5,151 shares; 2025Q4: 4,527 shares 4,527 $443K 0.01% -624 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,413 shares; 2025Q1: 1,575 shares; 2025Q2: 1,693 shares; 2025Q3: 1,680 shares; 2025Q4: 1,684 shares 1,684 $442K 0.01% +4 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,639 shares; 2024Q4: 35,279 shares; 2025Q1: 10,155 shares; 2025Q2: 9,320 shares; 2025Q3: 8,040 shares; 2025Q4: 11,945 shares 11,945 $442K 0.01% +3,905 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,164 shares; 2024Q4: 35,066 shares; 2025Q1: 37,972 shares; 2025Q2: 43,847 shares; 2025Q3: 55,286 shares; 2025Q4: 59,155 shares 59,155 $438K 0.01% +3,869 Timeline WOOD 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: 4,023 shares; 2024Q4: 4,604 shares; 2025Q1: 4,849 shares; 2025Q2: 5,329 shares; 2025Q3: 5,602 shares; 2025Q4: 6,080 shares 6,080 $438K 0.01% +478 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: 2,450 shares; 2024Q4: 1,871 shares; 2025Q1: 1,787 shares; 2025Q2: 1,694 shares; 2025Q3: 1,648 shares; 2025Q4: 1,915 shares 1,915 $436K <0.01% +267 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,349 shares; 2025Q1: not reported; 2025Q2: 1,321 shares; 2025Q3: 1,333 shares; 2025Q4: 1,659 shares 1,659 $434K <0.01% +326 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: 214 shares 214 $431K <0.01% new Timeline BBUS 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: 3,265 shares; 2025Q4: 3,492 shares 3,492 $431K <0.01% +227 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: 8,587 shares; 2024Q4: not reported; 2025Q1: 35,455 shares; 2025Q2: 9,987 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares 10,369 $427K <0.01% 0 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: 2,171 shares; 2024Q4: 2,062 shares; 2025Q1: 2,160 shares; 2025Q2: 2,407 shares; 2025Q3: 2,421 shares; 2025Q4: 2,612 shares 2,612 $426K <0.01% +191 Timeline FAPR 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: 7,763 shares; 2024Q4: 7,553 shares; 2025Q1: 7,281 shares; 2025Q2: 10,321 shares; 2025Q3: 9,998 shares; 2025Q4: 9,514 shares 9,514 $423K <0.01% -484 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,409 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares 1,405 $422K <0.01% 0 Timeline XBJA 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: 33,681 shares; 2024Q4: 13,910 shares; 2025Q1: 28,176 shares; 2025Q2: 29,347 shares; 2025Q3: 31,737 shares; 2025Q4: 13,183 shares 13,183 $421K <0.01% -18,554 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,886 shares; 2024Q4: 12,439 shares; 2025Q1: 10,788 shares; 2025Q2: 10,966 shares; 2025Q3: 10,905 shares; 2025Q4: 10,639 shares 10,639 $421K <0.01% -266 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: 11,892 shares; 2024Q4: 11,851 shares; 2025Q1: 9,841 shares; 2025Q2: 8,871 shares; 2025Q3: 8,856 shares; 2025Q4: 8,553 shares 8,553 $421K <0.01% -303 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,127 shares 8,127 $416K <0.01% new 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: 2,507 shares; 2025Q1: 3,791 shares; 2025Q2: 3,998 shares; 2025Q3: 3,762 shares; 2025Q4: 3,669 shares 3,669 $410K <0.01% -93 Timeline AJAN 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: 25,220 shares; 2024Q4: 20,074 shares; 2025Q1: 17,149 shares; 2025Q2: 17,149 shares; 2025Q3: 14,728 shares; 2025Q4: 14,728 shares 14,728 $410K <0.01% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,207 shares; 2025Q1: 18,648 shares; 2025Q2: 25,366 shares; 2025Q3: 24,475 shares; 2025Q4: 15,745 shares 15,745 $410K <0.01% -8,730 Timeline MSSS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,113 shares; 2024Q4: 14,821 shares; 2025Q1: 14,816 shares; 2025Q2: 13,481 shares; 2025Q3: 13,480 shares; 2025Q4: 13,477 shares 13,477 $408K <0.01% -3 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,569 shares; 2025Q3: 22,030 shares; 2025Q4: 8,279 shares 8,279 $407K <0.01% -13,751 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: 4,678 shares; 2024Q4: 4,381 shares; 2025Q1: 3,751 shares; 2025Q2: 4,078 shares; 2025Q3: 4,242 shares; 2025Q4: 5,489 shares 5,489 $403K <0.01% +1,247 Timeline DFEM 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: 11,298 shares; 2025Q4: 12,192 shares 12,192 $403K <0.01% +894 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 18,946 shares; 2025Q4: 15,474 shares 15,474 $401K <0.01% -3,472 Timeline DFUS 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: 13,883 shares; 2024Q4: 7,049 shares; 2025Q1: 6,732 shares; 2025Q2: 6,384 shares; 2025Q3: 5,666 shares; 2025Q4: 5,379 shares 5,379 $399K <0.01% -287 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: 10,263 shares; 2024Q4: 11,630 shares; 2025Q1: 12,667 shares; 2025Q2: 16,968 shares; 2025Q3: 13,829 shares; 2025Q4: 9,702 shares 9,702 $399K <0.01% -4,127 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 7,350 shares; 2025Q1: 7,283 shares; 2025Q2: 7,497 shares; 2025Q3: 7,438 shares; 2025Q4: 6,821 shares 6,821 $398K <0.01% -617 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: 3,037 shares; 2024Q4: 3,034 shares; 2025Q1: 3,042 shares; 2025Q2: 4,973 shares; 2025Q3: 3,050 shares; 2025Q4: 3,085 shares 3,085 $398K <0.01% +35 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 113,089 shares; 2025Q4: 2,304 shares 2,304 $397K <0.01% -110,785 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,466 shares; 2024Q4: not reported; 2025Q1: 10,315 shares; 2025Q2: 9,598 shares; 2025Q3: 10,241 shares; 2025Q4: 9,326 shares 9,326 $397K <0.01% -915 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 13,491 shares; 2025Q1: not reported; 2025Q2: 7,813 shares; 2025Q3: 9,350 shares; 2025Q4: 9,285 shares 9,285 $397K <0.01% -65 Timeline SPAB 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: 21,671 shares; 2024Q4: 21,934 shares; 2025Q1: 16,086 shares; 2025Q2: 15,804 shares; 2025Q3: 15,813 shares; 2025Q4: 15,370 shares 15,370 $396K <0.01% -443 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,876 shares 4,876 $390K <0.01% new Timeline DDTN 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: not reported; 2025Q4: 20,275 shares 20,275 $389K <0.01% new Timeline DISV 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: 10,897 shares; 2025Q4: 10,223 shares 10,223 $388K <0.01% -674 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: 2,863 shares; 2024Q4: 2,651 shares; 2025Q1: 2,707 shares; 2025Q2: 2,939 shares; 2025Q3: 2,917 shares; 2025Q4: 3,049 shares 3,049 $386K <0.01% +132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 2,373 shares 2,373 $385K <0.01% +483 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,083 shares; 2024Q4: 10,389 shares; 2025Q1: 10,399 shares; 2025Q2: 8,107 shares; 2025Q3: 8,209 shares; 2025Q4: 8,218 shares 8,218 $383K <0.01% +9 Timeline MDPL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,343 shares; 2024Q4: 21,400 shares; 2025Q1: 21,400 shares; 2025Q2: 21,400 shares; 2025Q3: 14,240 shares; 2025Q4: 14,240 shares 14,240 $382K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 13,535 shares; 2025Q1: 11,081 shares; 2025Q2: 7,344 shares; 2025Q3: 7,815 shares; 2025Q4: 7,088 shares 7,088 $382K <0.01% -727 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: 26,600 shares; 2024Q4: 27,039 shares; 2025Q1: 19,382 shares; 2025Q2: 18,007 shares; 2025Q3: 17,204 shares; 2025Q4: 17,994 shares 17,994 $381K <0.01% +790 Timeline FMAY 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: 16,082 shares; 2024Q4: 19,971 shares; 2025Q1: 7,683 shares; 2025Q2: 16,700 shares; 2025Q3: 7,232 shares; 2025Q4: 7,085 shares 7,085 $379K <0.01% -147 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,097 shares; 2025Q2: 3,992 shares; 2025Q3: 3,992 shares; 2025Q4: 3,959 shares 3,959 $378K <0.01% -33 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 13,834 shares; 2025Q1: 13,822 shares; 2025Q2: 13,272 shares; 2025Q3: 12,977 shares; 2025Q4: 13,073 shares 13,073 $377K <0.01% +96 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,858 shares; 2025Q1: 17,519 shares; 2025Q2: 16,533 shares; 2025Q3: 15,366 shares; 2025Q4: 13,645 shares 13,645 $377K <0.01% -1,721 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,830 shares; 2025Q1: 1,735 shares; 2025Q2: 1,831 shares; 2025Q3: 953 shares; 2025Q4: 1,093 shares 1,093 $377K <0.01% +140 Timeline DIHP 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: 6,894 shares; 2025Q3: 9,940 shares; 2025Q4: 11,836 shares 11,836 $375K <0.01% +1,896 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: 7,090 shares; 2025Q1: 7,055 shares; 2025Q2: 6,170 shares; 2025Q3: 6,119 shares; 2025Q4: 8,644 shares 8,644 $374K <0.01% +2,525 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: 1,123 shares; 2024Q4: 802 shares; 2025Q1: 668 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 598 shares 598 $372K <0.01% -43 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: 51,214 shares; 2024Q4: 51,014 shares; 2025Q1: 3,041 shares; 2025Q2: 3,325 shares; 2025Q3: 3,460 shares; 2025Q4: 3,422 shares 3,422 $371K <0.01% -38 Timeline FTRI 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: 19,212 shares; 2025Q4: 23,405 shares 23,405 $367K <0.01% +4,193 Timeline IBTM 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: 18,036 shares; 2024Q4: 18,036 shares; 2025Q1: 17,980 shares; 2025Q2: 16,036 shares; 2025Q3: 16,429 shares; 2025Q4: 15,891 shares 15,891 $367K <0.01% -538 Timeline EWP 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: 5,232 shares; 2025Q3: 6,533 shares; 2025Q4: 6,783 shares 6,783 $366K <0.01% +250 Timeline HRTS TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,325 shares 10,325 $364K <0.01% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 3,724 shares 3,724 $361K <0.01% +1,095 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,236 shares 20,236 $361K <0.01% 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: 92,342 shares; 2024Q4: 85,927 shares; 2025Q1: 75,993 shares; 2025Q2: 4,970 shares; 2025Q3: 4,986 shares; 2025Q4: 4,959 shares 4,959 $360K <0.01% -27 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 5,819 shares; 2025Q4: 6,202 shares 6,202 $357K <0.01% +383 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: 1,718 shares; 2025Q4: 2,235 shares 2,235 $356K <0.01% +517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,072 shares 3,072 $356K <0.01% new 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: 974 shares; 2024Q4: 952 shares; 2025Q1: 1,143 shares; 2025Q2: 1,319 shares; 2025Q3: 1,184 shares; 2025Q4: 1,459 shares 1,459 $354K <0.01% +275 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: 5,457 shares; 2024Q4: 6,250 shares; 2025Q1: 5,678 shares; 2025Q2: 7,124 shares; 2025Q3: 6,968 shares; 2025Q4: 7,541 shares 7,541 $354K <0.01% +573 Timeline EEM 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: 24,322 shares; 2024Q4: 6,579 shares; 2025Q1: 6,827 shares; 2025Q2: 9,231 shares; 2025Q3: 6,336 shares; 2025Q4: 6,466 shares 6,466 $354K <0.01% +130 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,108 shares; 2025Q4: 14,007 shares 14,007 $350K <0.01% +3,899 Timeline DFCA 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: 4,305 shares; 2025Q4: 6,984 shares 6,984 $350K <0.01% +2,679 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: 5,906 shares; 2024Q4: 5,830 shares; 2025Q1: 5,748 shares; 2025Q2: 5,692 shares; 2025Q3: 5,923 shares; 2025Q4: 7,273 shares 7,273 $346K <0.01% +1,350 Timeline TQQQ 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: 6,049 shares; 2024Q4: 11,258 shares; 2025Q1: 11,560 shares; 2025Q2: 10,816 shares; 2025Q3: 4,210 shares; 2025Q4: 6,548 shares 6,548 $345K <0.01% +2,338 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 7,221 shares; 2025Q1: 7,417 shares; 2025Q2: 6,985 shares; 2025Q3: 6,991 shares; 2025Q4: 7,588 shares 7,588 $345K <0.01% +597 Timeline FFEB 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: 10,860 shares; 2024Q4: 13,335 shares; 2025Q1: 6,999 shares; 2025Q2: 15,019 shares; 2025Q3: 14,116 shares; 2025Q4: 6,085 shares 6,085 $345K <0.01% -8,031 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,826 shares; 2024Q4: 18,644 shares; 2025Q1: 14,391 shares; 2025Q2: 13,660 shares; 2025Q3: 13,324 shares; 2025Q4: 12,739 shares 12,739 $343K <0.01% -585 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,588 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,360 shares 1,360 $342K <0.01% -65 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: 14,355 shares; 2024Q4: 12,130 shares; 2025Q1: 13,011 shares; 2025Q2: 12,307 shares; 2025Q3: 11,343 shares; 2025Q4: 11,150 shares 11,150 $341K <0.01% -193 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,230 shares; 2025Q4: 8,216 shares 8,216 $340K <0.01% -14 Timeline SHLD 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: 185,774 shares; 2025Q4: 5,241 shares 5,241 $340K <0.01% -180,533 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,142 shares; 2025Q3: 5,083 shares; 2025Q4: 5,751 shares 5,751 $339K <0.01% +668 Timeline ZJUN 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: 12,465 shares; 2025Q3: 12,618 shares; 2025Q4: 12,615 shares 12,615 $339K <0.01% -3 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,163 shares 5,163 $338K <0.01% new Timeline QETH INVESCO GALAXY ETHEREUM ETF More: the full row for INVESCO GALAXY ETHEREUM 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: 8,353 shares; 2025Q3: 9,415 shares; 2025Q4: 11,417 shares 11,417 $338K <0.01% +2,002 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,213 shares; 2025Q1: 3,076 shares; 2025Q2: 4,884 shares; 2025Q3: 2,874 shares; 2025Q4: 2,770 shares 2,770 $337K <0.01% -104 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,107 shares 1,107 $335K <0.01% -32 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,866 shares; 2025Q1: 4,017 shares; 2025Q2: 4,817 shares; 2025Q3: 5,056 shares; 2025Q4: 5,481 shares 5,481 $331K <0.01% +425 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4,206 shares; 2025Q1: 4,120 shares; 2025Q2: 3,584 shares; 2025Q3: 3,592 shares; 2025Q4: 3,407 shares 3,407 $331K <0.01% -185 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM 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: 10,800 shares; 2025Q2: 11,620 shares; 2025Q3: 13,032 shares; 2025Q4: 15,550 shares 15,550 $331K <0.01% +2,518 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: 10,554 shares; 2024Q4: 27,162 shares; 2025Q1: 19,372 shares; 2025Q2: 19,637 shares; 2025Q3: 5,198 shares; 2025Q4: 7,692 shares 7,692 $330K <0.01% +2,494 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,530 shares; 2024Q4: 15,504 shares; 2025Q1: 13,008 shares; 2025Q2: 12,286 shares; 2025Q3: 9,896 shares; 2025Q4: 9,600 shares 9,600 $329K <0.01% -296 Timeline PDP 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: 2,889 shares; 2024Q4: 2,820 shares; 2025Q1: 2,645 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,820 shares 2,820 $328K <0.01% +146 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: 11,664 shares; 2024Q4: 9,421 shares; 2025Q1: 8,013 shares; 2025Q2: 8,711 shares; 2025Q3: 8,588 shares; 2025Q4: 9,422 shares 9,422 $327K <0.01% +834 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: not reported; 2025Q1: 8,425 shares; 2025Q2: not reported; 2025Q3: 6,489 shares; 2025Q4: 6,945 shares 6,945 $327K <0.01% +456 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM 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: 5,649 shares; 2025Q3: 6,276 shares; 2025Q4: 7,520 shares 7,520 $327K <0.01% +1,244 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,111 shares; 2024Q4: 435,992 shares; 2025Q1: 421,493 shares; 2025Q2: 421,192 shares; 2025Q3: 389,639 shares; 2025Q4: 12,258 shares 12,258 $325K <0.01% -377,381 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: 2,825 shares; 2024Q4: 6,575 shares; 2025Q1: 3,331 shares; 2025Q2: 2,920 shares; 2025Q3: 2,991 shares; 2025Q4: 3,674 shares 3,674 $324K <0.01% +683 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 902 shares; 2025Q4: 950 shares 950 $323K <0.01% +48 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,096 shares; 2025Q1: 3,147 shares; 2025Q2: 3,186 shares; 2025Q3: 3,227 shares; 2025Q4: 3,233 shares 3,233 $323K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares 241 $321K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,061 shares; 2025Q1: 4,062 shares; 2025Q2: 4,072 shares; 2025Q3: 4,088 shares; 2025Q4: 4,080 shares 4,080 $320K <0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,080 shares 3,080 $316K <0.01% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,250 shares; 2025Q1: 12,425 shares; 2025Q2: 20,740 shares; 2025Q3: 16,693 shares; 2025Q4: 13,872 shares 13,872 $314K <0.01% -2,821 Timeline XJUN 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: 14,561 shares; 2024Q4: 13,127 shares; 2025Q1: 12,602 shares; 2025Q2: 12,265 shares; 2025Q3: 9,976 shares; 2025Q4: 7,266 shares 7,266 $312K <0.01% -2,710 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: 703,362 shares; 2024Q4: 677,337 shares; 2025Q1: 645,534 shares; 2025Q2: 635,278 shares; 2025Q3: 602,240 shares; 2025Q4: 14,847 shares 14,847 $312K <0.01% -587,393 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,966 shares; 2024Q4: 9,679 shares; 2025Q1: 9,284 shares; 2025Q2: 8,633 shares; 2025Q3: 9,222 shares; 2025Q4: 6,638 shares 6,638 $311K <0.01% -2,584 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,440 shares; 2024Q4: 229,753 shares; 2025Q1: 12,708 shares; 2025Q2: 11,561 shares; 2025Q3: 8,658 shares; 2025Q4: 7,845 shares 7,845 $309K <0.01% -813 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,931 shares; 2025Q3: 6,035 shares; 2025Q4: 6,118 shares 6,118 $308K <0.01% +83 Timeline DFAU 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: 22,170 shares; 2024Q4: 32,818 shares; 2025Q1: 34,666 shares; 2025Q2: 11,076 shares; 2025Q3: 11,546 shares; 2025Q4: 6,516 shares 6,516 $305K <0.01% -5,030 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 5,121 shares; 2025Q4: 2,986 shares 2,986 $305K <0.01% -2,135 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 1,892 shares 1,892 $303K <0.01% new 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: 12,679 shares; 2024Q4: 12,256 shares; 2025Q1: 17,987 shares; 2025Q2: 17,105 shares; 2025Q3: not reported; 2025Q4: 16,853 shares 16,853 $303K <0.01% new Timeline AUGM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,647 shares; 2025Q3: 10,378 shares; 2025Q4: 8,870 shares 8,870 $302K <0.01% -1,508 Timeline XSEP 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: 37,143 shares; 2024Q4: 78,429 shares; 2025Q1: 76,789 shares; 2025Q2: 7,543 shares; 2025Q3: 7,386 shares; 2025Q4: 7,117 shares 7,117 $302K <0.01% -269 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: 1,055 shares; 2024Q4: 1,210 shares; 2025Q1: 1,241 shares; 2025Q2: 1,324 shares; 2025Q3: 1,418 shares; 2025Q4: 1,323 shares 1,323 $301K <0.01% -95 Timeline NJUL 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: 13,390 shares; 2024Q4: 21,570 shares; 2025Q1: 17,797 shares; 2025Q2: not reported; 2025Q3: 4,439 shares; 2025Q4: 4,144 shares 4,144 $301K <0.01% -295 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: 3,785 shares; 2024Q4: 3,686 shares; 2025Q1: 3,899 shares; 2025Q2: 3,733 shares; 2025Q3: 3,596 shares; 2025Q4: 3,662 shares 3,662 $300K <0.01% +66 Timeline NAPR 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: 10,159 shares; 2024Q4: 8,204 shares; 2025Q1: 6,740 shares; 2025Q2: 6,189 shares; 2025Q3: 5,709 shares; 2025Q4: 5,571 shares 5,571 $299K <0.01% -138 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 5,906 shares; 2025Q1: 5,348 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares; 2025Q4: 5,348 shares 5,348 $298K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,473 shares; 2025Q1: not reported; 2025Q2: 3,315 shares; 2025Q3: 3,265 shares; 2025Q4: 3,504 shares 3,504 $298K <0.01% +239 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 6,865 shares; 2025Q1: 3,452 shares; 2025Q2: 3,708 shares; 2025Q3: 3,834 shares; 2025Q4: 3,924 shares 3,924 $298K <0.01% +90 Timeline SHYD 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: 12,966 shares 12,966 $297K <0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,461 shares; 2025Q1: 2,474 shares; 2025Q2: 2,486 shares; 2025Q3: 2,554 shares; 2025Q4: 2,782 shares 2,782 $297K <0.01% +228 Timeline KAUG 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: 15,957 shares; 2024Q4: 14,858 shares; 2025Q1: 13,441 shares; 2025Q2: 12,209 shares; 2025Q3: 12,020 shares; 2025Q4: 11,166 shares 11,166 $296K <0.01% -854 Timeline IJJ 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: 1,864 shares; 2024Q4: 2,051 shares; 2025Q1: 2,146 shares; 2025Q2: 2,279 shares; 2025Q3: 2,354 shares; 2025Q4: 2,235 shares 2,235 $294K <0.01% -119 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,081 shares 4,081 $293K <0.01% new 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: 3,838 shares; 2024Q4: 3,767 shares; 2025Q1: 2,941 shares; 2025Q2: 2,877 shares; 2025Q3: 2,645 shares; 2025Q4: 2,311 shares 2,311 $291K <0.01% -334 Timeline