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: 46,830 shares; 2024Q4: 42,251 shares; 2025Q1: 39,587 shares; 2025Q2: 39,183 shares; 2025Q3: 40,530 shares; 2025Q4: 48,105 shares 48,105 $13M 0.03% +7,575 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,780 shares; 2024Q4: 14,700 shares; 2025Q1: 14,104 shares; 2025Q2: 15,326 shares; 2025Q3: 16,207 shares; 2025Q4: 14,775 shares 14,775 $13M 0.03% -1,432 Timeline DON 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: 142,365 shares; 2024Q4: 198,470 shares; 2025Q1: 206,216 shares; 2025Q2: 231,864 shares; 2025Q3: 238,710 shares; 2025Q4: 251,035 shares 251,035 $13M 0.03% +12,325 Timeline AFLG 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: 56,407 shares; 2025Q1: 132,265 shares; 2025Q2: 232,529 shares; 2025Q3: 283,497 shares; 2025Q4: 327,671 shares 327,671 $12.8M 0.03% +44,174 Timeline JIVE 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: 3,752 shares; 2025Q2: 32,131 shares; 2025Q3: 129,787 shares; 2025Q4: 157,659 shares 157,659 $12.7M 0.03% +27,872 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: 84,116 shares; 2024Q4: 87,736 shares; 2025Q1: 103,970 shares; 2025Q2: 93,303 shares; 2025Q3: 91,532 shares; 2025Q4: 95,339 shares 95,339 $12.5M 0.03% +3,807 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,205 shares; 2024Q4: 39,508 shares; 2025Q1: 66,508 shares; 2025Q2: 115,004 shares; 2025Q3: 201,936 shares; 2025Q4: 270,602 shares 270,602 $12.5M 0.03% +68,666 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: 23,177 shares; 2024Q4: 55,118 shares; 2025Q1: 79,193 shares; 2025Q2: 83,898 shares; 2025Q3: 133,765 shares; 2025Q4: 110,740 shares 110,740 $12.5M 0.03% -23,025 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,524 shares; 2024Q4: 183,568 shares; 2025Q1: 236,706 shares; 2025Q2: 259,156 shares; 2025Q3: 267,371 shares; 2025Q4: 347,971 shares 347,971 $12.5M 0.03% +80,600 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,426 shares; 2024Q4: 102,123 shares; 2025Q1: 259,575 shares; 2025Q2: 88,525 shares; 2025Q3: 86,905 shares; 2025Q4: 105,077 shares 105,077 $12.5M 0.03% +18,172 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 10,297 shares; 2025Q2: 89,344 shares; 2025Q3: 133,123 shares; 2025Q4: 430,900 shares 430,900 $12.4M 0.03% +297,777 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: 43,183 shares; 2024Q4: 37,785 shares; 2025Q1: 41,133 shares; 2025Q2: 40,591 shares; 2025Q3: 43,806 shares; 2025Q4: 42,904 shares 42,904 $12.4M 0.03% -902 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: 121,978 shares; 2024Q4: 143,844 shares; 2025Q1: 199,048 shares; 2025Q2: 241,240 shares; 2025Q3: 384,686 shares; 2025Q4: 471,740 shares 471,740 $12.3M 0.03% +87,054 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: 72,206 shares; 2024Q4: 71,032 shares; 2025Q1: 78,539 shares; 2025Q2: 77,609 shares; 2025Q3: 77,051 shares; 2025Q4: 74,990 shares 74,990 $12.2M 0.03% -2,061 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: 305,455 shares; 2024Q4: 223,221 shares; 2025Q1: 228,978 shares; 2025Q2: 299,674 shares; 2025Q3: 242,191 shares; 2025Q4: 246,442 shares 246,442 $12.2M 0.03% +4,251 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,799 shares; 2024Q4: 186,109 shares; 2025Q1: 194,612 shares; 2025Q2: 422,559 shares; 2025Q3: 445,794 shares; 2025Q4: 439,321 shares 439,321 $12M 0.03% -6,473 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,565 shares; 2024Q4: 27,294 shares; 2025Q1: 21,604 shares; 2025Q2: 22,042 shares; 2025Q3: 24,709 shares; 2025Q4: 28,344 shares 28,344 $12M 0.03% +3,635 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: 43,582 shares; 2024Q4: 43,896 shares; 2025Q1: 44,725 shares; 2025Q2: 44,444 shares; 2025Q3: 47,479 shares; 2025Q4: 48,386 shares 48,386 $11.9M 0.03% +907 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: 418,773 shares; 2024Q4: 406,845 shares; 2025Q1: 367,854 shares; 2025Q2: 360,297 shares; 2025Q3: 339,824 shares; 2025Q4: 334,455 shares 334,455 $11.9M 0.03% -5,369 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: 55,850 shares; 2024Q4: 51,841 shares; 2025Q1: 50,389 shares; 2025Q2: 50,716 shares; 2025Q3: 43,142 shares; 2025Q4: 41,042 shares 41,042 $11.9M 0.03% -2,100 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,129 shares; 2024Q4: 98,680 shares; 2025Q1: 111,288 shares; 2025Q2: 96,093 shares; 2025Q3: 128,903 shares; 2025Q4: 122,142 shares 122,142 $11.8M 0.03% -6,761 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: 422,688 shares; 2024Q4: 453,293 shares; 2025Q1: 483,728 shares; 2025Q2: 503,547 shares; 2025Q3: 928,329 shares; 2025Q4: 1,019,913 shares 1,019,913 $11.7M 0.03% +91,584 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,474 shares; 2024Q4: 88,999 shares; 2025Q1: 114,965 shares; 2025Q2: 119,170 shares; 2025Q3: 122,969 shares; 2025Q4: 127,034 shares 127,034 $11.7M 0.03% +4,065 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: 142,757 shares; 2024Q4: 167,568 shares; 2025Q1: 96,032 shares; 2025Q2: 174,566 shares; 2025Q3: 166,701 shares; 2025Q4: 180,116 shares 180,116 $11.7M 0.03% +13,415 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: 462,902 shares; 2024Q4: 467,085 shares; 2025Q1: 498,115 shares; 2025Q2: 253,388 shares; 2025Q3: 248,336 shares; 2025Q4: 239,716 shares 239,716 $11.7M 0.03% -8,620 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: 252,024 shares; 2024Q4: 300,843 shares; 2025Q1: 322,732 shares; 2025Q2: 200,291 shares; 2025Q3: 211,805 shares; 2025Q4: 227,740 shares 227,740 $11.6M 0.03% +15,935 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,712 shares; 2024Q4: 69,230 shares; 2025Q1: 67,580 shares; 2025Q2: 58,051 shares; 2025Q3: 57,650 shares; 2025Q4: 68,715 shares 68,715 $11.6M 0.03% +11,065 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: 196,461 shares; 2024Q4: 184,208 shares; 2025Q1: 189,765 shares; 2025Q2: 196,387 shares; 2025Q3: 197,403 shares; 2025Q4: 228,193 shares 228,193 $11.6M 0.03% +30,790 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,582 shares; 2024Q4: 218,365 shares; 2025Q1: 211,027 shares; 2025Q2: 170,500 shares; 2025Q3: 176,496 shares; 2025Q4: 174,878 shares 174,878 $11.5M 0.03% -1,618 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: 40,651 shares; 2024Q4: 47,221 shares; 2025Q1: 37,233 shares; 2025Q2: 44,929 shares; 2025Q3: 46,951 shares; 2025Q4: 34,052 shares 34,052 $11.5M 0.03% -12,899 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: 86,924 shares; 2024Q4: 89,878 shares; 2025Q1: 100,856 shares; 2025Q2: 91,447 shares; 2025Q3: 87,502 shares; 2025Q4: 86,113 shares 86,113 $11.5M 0.03% -1,389 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: 447,673 shares; 2024Q4: 490,945 shares; 2025Q1: 546,412 shares; 2025Q2: 684,255 shares; 2025Q3: 584,515 shares; 2025Q4: 485,371 shares 485,371 $11.5M 0.03% -99,144 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,165 shares; 2024Q4: 188,394 shares; 2025Q1: 117,063 shares; 2025Q2: 183,254 shares; 2025Q3: 162,166 shares; 2025Q4: 173,490 shares 173,490 $11.4M 0.03% +11,324 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,470 shares; 2025Q2: 219,643 shares; 2025Q3: 225,317 shares; 2025Q4: 297,094 shares 297,094 $11.4M 0.03% +71,777 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,745 shares; 2024Q4: 850,437 shares; 2025Q1: 880,394 shares; 2025Q2: 228,842 shares; 2025Q3: 270,920 shares; 2025Q4: 294,144 shares 294,144 $11.4M 0.03% +23,224 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: 71,913 shares; 2024Q4: 70,413 shares; 2025Q1: 68,421 shares; 2025Q2: 67,432 shares; 2025Q3: 71,133 shares; 2025Q4: 70,010 shares 70,010 $11.4M 0.03% -1,123 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,621 shares; 2024Q4: 44,209 shares; 2025Q1: 43,888 shares; 2025Q2: 68,399 shares; 2025Q3: 73,905 shares; 2025Q4: 83,315 shares 83,315 $11.2M 0.03% +9,410 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,908 shares; 2024Q4: 124,176 shares; 2025Q1: 99,234 shares; 2025Q2: 201,322 shares; 2025Q3: 276,657 shares; 2025Q4: 289,296 shares 289,296 $11.2M 0.03% +12,639 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,350 shares; 2024Q4: 462,593 shares; 2025Q1: 493,966 shares; 2025Q2: 521,327 shares; 2025Q3: 541,911 shares; 2025Q4: 658,652 shares 658,652 $11.1M 0.03% +116,741 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,080 shares; 2024Q4: 109,895 shares; 2025Q1: 110,695 shares; 2025Q2: 117,116 shares; 2025Q3: 120,345 shares; 2025Q4: 122,452 shares 122,452 $11.1M 0.03% +2,107 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,707 shares; 2024Q4: 126,879 shares; 2025Q1: 145,547 shares; 2025Q2: 192,941 shares; 2025Q3: 166,028 shares; 2025Q4: 177,960 shares 177,960 $11.1M 0.03% +11,932 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: 266,170 shares; 2024Q4: 281,732 shares; 2025Q1: 295,424 shares; 2025Q2: 299,078 shares; 2025Q3: 312,581 shares; 2025Q4: 335,957 shares 335,957 $11.1M 0.03% +23,376 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,890 shares; 2024Q4: 496,026 shares; 2025Q1: 459,951 shares; 2025Q2: 465,205 shares; 2025Q3: 487,593 shares; 2025Q4: 540,404 shares 540,404 $11.1M 0.03% +52,811 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,699 shares; 2024Q4: 144,111 shares; 2025Q1: 142,256 shares; 2025Q2: 143,456 shares; 2025Q3: 139,491 shares; 2025Q4: 133,882 shares 133,882 $11.1M 0.03% -5,609 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,670 shares; 2024Q4: 199,819 shares; 2025Q1: 195,935 shares; 2025Q2: 218,269 shares; 2025Q3: 226,360 shares; 2025Q4: 251,142 shares 251,142 $11.1M 0.03% +24,782 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 374,858 shares; 2025Q2: 414,493 shares; 2025Q3: 392,959 shares; 2025Q4: 403,991 shares 403,991 $11M 0.03% +11,032 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 56,756 shares; 2025Q1: 56,221 shares; 2025Q2: 61,873 shares; 2025Q3: 62,594 shares; 2025Q4: 73,149 shares 73,149 $11M 0.03% +10,555 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,402 shares; 2024Q4: 28,145 shares; 2025Q1: 31,429 shares; 2025Q2: 34,649 shares; 2025Q3: 37,664 shares; 2025Q4: 35,959 shares 35,959 $11M 0.03% -1,705 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,317 shares; 2024Q4: 99,806 shares; 2025Q1: 99,333 shares; 2025Q2: 100,558 shares; 2025Q3: 102,650 shares; 2025Q4: 104,348 shares 104,348 $11M 0.03% +1,698 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,396 shares; 2024Q4: 18,064 shares; 2025Q1: 18,490 shares; 2025Q2: 20,573 shares; 2025Q3: 20,444 shares; 2025Q4: 19,779 shares 19,779 $10.9M 0.03% -665 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,417 shares; 2024Q4: 157,467 shares; 2025Q1: 158,072 shares; 2025Q2: 182,055 shares; 2025Q3: 180,890 shares; 2025Q4: 188,747 shares 188,747 $10.9M 0.03% +7,857 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,674 shares; 2024Q4: 180,826 shares; 2025Q1: 171,640 shares; 2025Q2: 167,371 shares; 2025Q3: 167,383 shares; 2025Q4: 186,242 shares 186,242 $10.9M 0.03% +18,859 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,915 shares; 2024Q4: 147,620 shares; 2025Q1: 213,840 shares; 2025Q2: 240,780 shares; 2025Q3: 260,815 shares; 2025Q4: 265,899 shares 265,899 $10.9M 0.03% +5,084 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,215 shares; 2024Q4: 216,725 shares; 2025Q1: 216,534 shares; 2025Q2: 205,561 shares; 2025Q3: 201,212 shares; 2025Q4: 206,744 shares 206,744 $10.8M 0.03% +5,532 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: 262,972 shares; 2024Q4: 289,341 shares; 2025Q1: 296,732 shares; 2025Q2: 297,716 shares; 2025Q3: 303,971 shares; 2025Q4: 330,831 shares 330,831 $10.8M 0.03% +26,860 Timeline DFCF 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: 184,869 shares; 2024Q4: 200,738 shares; 2025Q1: 195,108 shares; 2025Q2: 194,590 shares; 2025Q3: 199,655 shares; 2025Q4: 254,491 shares 254,491 $10.8M 0.03% +54,836 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,936 shares; 2024Q4: 51,610 shares; 2025Q1: 49,841 shares; 2025Q2: 48,267 shares; 2025Q3: 48,803 shares; 2025Q4: 49,363 shares 49,363 $10.8M 0.03% +560 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: 171,593 shares; 2024Q4: 145,412 shares; 2025Q1: 143,578 shares; 2025Q2: 774,867 shares; 2025Q3: 865,186 shares; 2025Q4: 289,156 shares 289,156 $10.8M 0.03% -576,030 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: 54,162 shares; 2024Q4: 287,177 shares; 2025Q1: 287,364 shares; 2025Q2: 286,066 shares; 2025Q3: 223,932 shares; 2025Q4: 216,070 shares 216,070 $10.8M 0.03% -7,862 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,724 shares; 2024Q4: 156,605 shares; 2025Q1: 249,372 shares; 2025Q2: 256,896 shares; 2025Q3: 271,903 shares; 2025Q4: 244,617 shares 244,617 $10.8M 0.03% -27,286 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,428 shares; 2024Q4: 103,343 shares; 2025Q1: 102,430 shares; 2025Q2: 106,816 shares; 2025Q3: 94,126 shares; 2025Q4: 96,161 shares 96,161 $10.8M 0.03% +2,035 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: 172,820 shares; 2024Q4: 218,425 shares; 2025Q1: 321,994 shares; 2025Q2: 293,640 shares; 2025Q3: 307,638 shares; 2025Q4: 252,655 shares 252,655 $10.8M 0.03% -54,983 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,171 shares; 2024Q4: 175,892 shares; 2025Q1: 212,951 shares; 2025Q2: 219,147 shares; 2025Q3: 228,818 shares; 2025Q4: 227,376 shares 227,376 $10.7M 0.03% -1,442 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,499 shares; 2024Q4: 14,865 shares; 2025Q1: 14,879 shares; 2025Q2: 15,251 shares; 2025Q3: 16,899 shares; 2025Q4: 16,112 shares 16,112 $10.7M 0.03% -787 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,754 shares; 2024Q4: 111,459 shares; 2025Q1: 119,952 shares; 2025Q2: 84,254 shares; 2025Q3: 87,724 shares; 2025Q4: 82,682 shares 82,682 $10.5M 0.03% -5,042 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: 223,972 shares; 2024Q4: 98,849 shares; 2025Q1: 77,651 shares; 2025Q2: 104,666 shares; 2025Q3: 81,497 shares; 2025Q4: 107,630 shares 107,630 $10.4M 0.03% +26,133 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: 24,716 shares; 2024Q4: 30,796 shares; 2025Q1: 37,869 shares; 2025Q2: 35,311 shares; 2025Q3: 38,574 shares; 2025Q4: 46,017 shares 46,017 $10.4M 0.03% +7,443 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,738 shares; 2024Q4: 137,485 shares; 2025Q1: 100,385 shares; 2025Q2: 87,016 shares; 2025Q3: 88,892 shares; 2025Q4: 95,709 shares 95,709 $10.4M 0.03% +6,817 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,935 shares; 2024Q4: 186,261 shares; 2025Q1: 220,088 shares; 2025Q2: 243,463 shares; 2025Q3: 264,022 shares; 2025Q4: 285,582 shares 285,582 $10.3M 0.03% +21,560 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 195,274 shares; 2025Q4: 187,362 shares 187,362 $10.3M 0.03% -7,912 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: 155,573 shares; 2024Q4: 180,018 shares; 2025Q1: 215,439 shares; 2025Q2: 195,411 shares; 2025Q3: 273,585 shares; 2025Q4: 239,284 shares 239,284 $10.3M 0.03% -34,301 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: 48,939 shares; 2024Q4: 48,376 shares; 2025Q1: 48,762 shares; 2025Q2: 50,189 shares; 2025Q3: 46,502 shares; 2025Q4: 49,250 shares 49,250 $10.3M 0.03% +2,748 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: 53,368 shares; 2024Q4: 51,539 shares; 2025Q1: 50,778 shares; 2025Q2: 50,061 shares; 2025Q3: 40,382 shares; 2025Q4: 37,935 shares 37,935 $10.2M 0.03% -2,447 Timeline FIIG 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: 461,379 shares; 2024Q4: 404,263 shares; 2025Q1: 412,553 shares; 2025Q2: 379,198 shares; 2025Q3: 443,577 shares; 2025Q4: 479,090 shares 479,090 $10.2M 0.03% +35,513 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,840 shares; 2024Q4: 135,606 shares; 2025Q1: 143,226 shares; 2025Q2: 122,656 shares; 2025Q3: 182,386 shares; 2025Q4: 199,510 shares 199,510 $10.1M 0.03% +17,124 Timeline FPX 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: 45,404 shares; 2024Q4: 59,359 shares; 2025Q1: 58,897 shares; 2025Q2: 60,332 shares; 2025Q3: 56,450 shares; 2025Q4: 61,960 shares 61,960 $10.1M 0.03% +5,510 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,952 shares; 2024Q4: 58,193 shares; 2025Q1: 92,589 shares; 2025Q2: 76,211 shares; 2025Q3: 100,315 shares; 2025Q4: 191,684 shares 191,684 $10.1M 0.03% +91,369 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,827 shares; 2024Q4: 32,217 shares; 2025Q1: 29,301 shares; 2025Q2: 37,853 shares; 2025Q3: 32,276 shares; 2025Q4: 36,384 shares 36,384 $10M 0.03% +4,108 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,486 shares; 2024Q4: 67,360 shares; 2025Q1: 69,425 shares; 2025Q2: 71,117 shares; 2025Q3: 62,240 shares; 2025Q4: 61,548 shares 61,548 $10M 0.03% -692 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: 10,174 shares; 2024Q4: 10,865 shares; 2025Q1: 10,052 shares; 2025Q2: 10,810 shares; 2025Q3: 12,731 shares; 2025Q4: 17,606 shares 17,606 $10M 0.03% +4,875 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,608 shares; 2024Q4: 245,189 shares; 2025Q1: 251,757 shares; 2025Q2: 239,968 shares; 2025Q3: 161,668 shares; 2025Q4: 167,535 shares 167,535 $9.97M 0.03% +5,867 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: 80,932 shares; 2024Q4: 84,161 shares; 2025Q1: 86,617 shares; 2025Q2: 87,526 shares; 2025Q3: 86,267 shares; 2025Q4: 83,210 shares 83,210 $9.96M 0.03% -3,057 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,356 shares; 2024Q4: 140,180 shares; 2025Q1: 144,821 shares; 2025Q2: 139,361 shares; 2025Q3: 137,852 shares; 2025Q4: 124,731 shares 124,731 $9.96M 0.03% -13,121 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,462 shares; 2024Q4: 34,343 shares; 2025Q1: 35,027 shares; 2025Q2: 38,467 shares; 2025Q3: 37,643 shares; 2025Q4: 35,617 shares 35,617 $9.93M 0.03% -2,026 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: 194,997 shares; 2024Q4: 308,670 shares; 2025Q1: 438,649 shares; 2025Q2: 339,361 shares; 2025Q3: 295,858 shares; 2025Q4: 363,861 shares 363,861 $9.93M 0.03% +68,003 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,855 shares; 2024Q4: 136,449 shares; 2025Q1: 137,177 shares; 2025Q2: 131,809 shares; 2025Q3: 122,594 shares; 2025Q4: 134,963 shares 134,963 $9.92M 0.03% +12,369 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,881 shares; 2024Q4: 141,219 shares; 2025Q1: 113,856 shares; 2025Q2: 84,115 shares; 2025Q3: 97,295 shares; 2025Q4: 106,407 shares 106,407 $9.9M 0.03% +9,112 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,839 shares; 2024Q4: 60,824 shares; 2025Q1: 61,948 shares; 2025Q2: 64,889 shares; 2025Q3: 68,863 shares; 2025Q4: 74,822 shares 74,822 $9.81M 0.03% +5,959 Timeline CLOI 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: 4,326 shares; 2024Q4: 18,917 shares; 2025Q1: 99,916 shares; 2025Q2: 94,327 shares; 2025Q3: 167,015 shares; 2025Q4: 185,721 shares 185,721 $9.81M 0.03% +18,706 Timeline EAGG 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: 192,013 shares; 2024Q4: 203,417 shares; 2025Q1: 189,110 shares; 2025Q2: 181,833 shares; 2025Q3: 188,558 shares; 2025Q4: 204,688 shares 204,688 $9.79M 0.03% +16,130 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,334 shares; 2024Q4: 62,803 shares; 2025Q1: 59,674 shares; 2025Q2: 54,147 shares; 2025Q3: 46,099 shares; 2025Q4: 43,864 shares 43,864 $9.79M 0.03% -2,235 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,301 shares; 2024Q4: 139,008 shares; 2025Q1: 141,921 shares; 2025Q2: 137,890 shares; 2025Q3: 129,195 shares; 2025Q4: 212,621 shares 212,621 $9.77M 0.03% +83,426 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: 89,728 shares; 2024Q4: 86,838 shares; 2025Q1: 42,163 shares; 2025Q2: 53,327 shares; 2025Q3: 85,803 shares; 2025Q4: 90,167 shares 90,167 $9.77M 0.03% +4,364 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,983 shares; 2024Q4: 35,303 shares; 2025Q1: 102,973 shares; 2025Q2: 110,197 shares; 2025Q3: 170,355 shares; 2025Q4: 320,279 shares 320,279 $9.77M 0.03% +149,924 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: 31,251 shares; 2024Q4: 30,403 shares; 2025Q1: 33,304 shares; 2025Q2: 28,968 shares; 2025Q3: 27,118 shares; 2025Q4: 27,752 shares 27,752 $9.73M 0.03% +634 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,267 shares; 2024Q4: 278,335 shares; 2025Q1: 278,358 shares; 2025Q2: 284,316 shares; 2025Q3: 291,709 shares; 2025Q4: 298,957 shares 298,957 $9.71M 0.03% +7,248 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,107 shares; 2024Q4: 126,630 shares; 2025Q1: 126,681 shares; 2025Q2: 130,075 shares; 2025Q3: 105,618 shares; 2025Q4: 148,748 shares 148,748 $9.68M 0.03% +43,130 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: 445,470 shares; 2024Q4: 405,144 shares; 2025Q1: 295,289 shares; 2025Q2: 121,134 shares; 2025Q3: 113,317 shares; 2025Q4: 85,003 shares 85,003 $9.68M 0.03% -28,314 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,359 shares; 2024Q4: 149,589 shares; 2025Q1: 158,825 shares; 2025Q2: 173,208 shares; 2025Q3: 204,425 shares; 2025Q4: 221,708 shares 221,708 $9.66M 0.03% +17,283 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 19,096 shares; 2025Q1: 17,961 shares; 2025Q2: 21,361 shares; 2025Q3: 21,124 shares; 2025Q4: 24,980 shares 24,980 $9.66M 0.03% +3,856 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,828 shares; 2024Q4: 118,031 shares; 2025Q1: 142,201 shares; 2025Q2: 87,390 shares; 2025Q3: 85,369 shares; 2025Q4: 85,314 shares 85,314 $9.65M 0.03% -55 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,212 shares; 2024Q4: 194,247 shares; 2025Q1: 214,169 shares; 2025Q2: 202,522 shares; 2025Q3: 196,548 shares; 2025Q4: 200,258 shares 200,258 $9.61M 0.03% +3,710 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: 241,189 shares; 2024Q4: 82,629 shares; 2025Q1: 104,141 shares; 2025Q2: 107,261 shares; 2025Q3: 110,685 shares; 2025Q4: 142,003 shares 142,003 $9.61M 0.03% +31,318 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,919 shares; 2024Q4: 125,291 shares; 2025Q1: 120,238 shares; 2025Q2: 119,182 shares; 2025Q3: 152,425 shares; 2025Q4: 121,146 shares 121,146 $9.57M 0.03% -31,279 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: 64,699 shares; 2024Q4: 67,720 shares; 2025Q1: 66,390 shares; 2025Q2: 54,643 shares; 2025Q3: 66,070 shares; 2025Q4: 67,700 shares 67,700 $9.56M 0.03% +1,630 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,306 shares; 2024Q4: 73,968 shares; 2025Q1: 67,512 shares; 2025Q2: 65,425 shares; 2025Q3: 71,298 shares; 2025Q4: 74,606 shares 74,606 $9.52M 0.03% +3,308 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: 102,378 shares; 2024Q4: 106,724 shares; 2025Q1: 112,137 shares; 2025Q2: 114,841 shares; 2025Q3: 120,885 shares; 2025Q4: 120,172 shares 120,172 $9.49M 0.03% -713 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: 76,986 shares; 2024Q4: 116,269 shares; 2025Q1: 72,593 shares; 2025Q2: 62,467 shares; 2025Q3: 71,615 shares; 2025Q4: 64,109 shares 64,109 $9.4M 0.02% -7,506 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: 49,164 shares; 2024Q4: 62,338 shares; 2025Q1: 99,673 shares; 2025Q2: 122,568 shares; 2025Q3: 134,450 shares; 2025Q4: 174,066 shares 174,066 $9.38M 0.02% +39,616 Timeline IJS 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: 161,775 shares; 2024Q4: 90,492 shares; 2025Q1: 109,395 shares; 2025Q2: 103,510 shares; 2025Q3: 72,116 shares; 2025Q4: 82,278 shares 82,278 $9.36M 0.02% +10,162 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,726 shares; 2024Q4: 152,209 shares; 2025Q1: 153,497 shares; 2025Q2: 139,518 shares; 2025Q3: 147,488 shares; 2025Q4: 145,371 shares 145,371 $9.36M 0.02% -2,117 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,102 shares; 2024Q4: 71,397 shares; 2025Q1: 216,978 shares; 2025Q2: 255,294 shares; 2025Q3: 262,116 shares; 2025Q4: 268,420 shares 268,420 $9.35M 0.02% +6,304 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,185 shares; 2024Q4: 34,121 shares; 2025Q1: 38,096 shares; 2025Q2: 37,203 shares; 2025Q3: 33,952 shares; 2025Q4: 93,329 shares 93,329 $9.33M 0.02% +59,377 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,868 shares; 2024Q4: 53,628 shares; 2025Q1: 53,777 shares; 2025Q2: 46,908 shares; 2025Q3: 47,992 shares; 2025Q4: 65,915 shares 65,915 $9.33M 0.02% +17,923 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: 63,932 shares; 2024Q4: 72,412 shares; 2025Q1: 77,278 shares; 2025Q2: 75,210 shares; 2025Q3: 70,036 shares; 2025Q4: 79,834 shares 79,834 $9.27M 0.02% +9,798 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,354 shares; 2024Q4: 305,655 shares; 2025Q1: 383,765 shares; 2025Q2: 296,302 shares; 2025Q3: 289,664 shares; 2025Q4: 427,796 shares 427,796 $9.24M 0.02% +138,132 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,558 shares; 2024Q4: 102,497 shares; 2025Q1: 104,725 shares; 2025Q2: 104,186 shares; 2025Q3: 79,547 shares; 2025Q4: 81,670 shares 81,670 $9.22M 0.02% +2,123 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,881 shares; 2024Q4: 170,753 shares; 2025Q1: 200,704 shares; 2025Q2: 184,590 shares; 2025Q3: 162,704 shares; 2025Q4: 182,394 shares 182,394 $9.18M 0.02% +19,690 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: 259,855 shares; 2024Q4: 174,418 shares; 2025Q1: 169,918 shares; 2025Q2: 169,334 shares; 2025Q3: 172,260 shares; 2025Q4: 183,431 shares 183,431 $9.15M 0.02% +11,171 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,183 shares; 2024Q4: 108,695 shares; 2025Q1: 116,522 shares; 2025Q2: 290,122 shares; 2025Q3: 114,534 shares; 2025Q4: 117,549 shares 117,549 $9.11M 0.02% +3,015 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,882 shares; 2024Q4: 131,692 shares; 2025Q1: 142,632 shares; 2025Q2: 127,939 shares; 2025Q3: 124,750 shares; 2025Q4: 122,640 shares 122,640 $9.11M 0.02% -2,110 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,369 shares; 2024Q4: 111,269 shares; 2025Q1: 122,092 shares; 2025Q2: 121,664 shares; 2025Q3: 126,251 shares; 2025Q4: 141,346 shares 141,346 $9.01M 0.02% +15,095 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,993 shares; 2024Q4: 72,933 shares; 2025Q1: 74,073 shares; 2025Q2: 75,208 shares; 2025Q3: 72,619 shares; 2025Q4: 86,829 shares 86,829 $8.97M 0.02% +14,210 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: 3,794 shares; 2024Q4: 3,950 shares; 2025Q1: 4,609 shares; 2025Q2: 4,394 shares; 2025Q3: 4,618 shares; 2025Q4: 4,449 shares 4,449 $8.96M 0.02% -169 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: 137,347 shares; 2024Q4: 139,042 shares; 2025Q1: 137,941 shares; 2025Q2: 139,179 shares; 2025Q3: 150,704 shares; 2025Q4: 148,239 shares 148,239 $8.95M 0.02% -2,465 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,721 shares; 2024Q4: 49,714 shares; 2025Q1: 45,510 shares; 2025Q2: 36,629 shares; 2025Q3: 36,763 shares; 2025Q4: 39,087 shares 39,087 $8.95M 0.02% +2,324 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,644 shares; 2024Q4: 370,806 shares; 2025Q1: 374,408 shares; 2025Q2: 376,982 shares; 2025Q3: 388,916 shares; 2025Q4: 405,816 shares 405,816 $8.94M 0.02% +16,900 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,976 shares; 2024Q4: 85,486 shares; 2025Q1: 86,471 shares; 2025Q2: 88,532 shares; 2025Q3: 92,627 shares; 2025Q4: 94,682 shares 94,682 $8.93M 0.02% +2,055 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,209 shares; 2024Q4: 160,496 shares; 2025Q1: 162,628 shares; 2025Q2: 163,180 shares; 2025Q3: 160,064 shares; 2025Q4: 151,964 shares 151,964 $8.9M 0.02% -8,100 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 36,424 shares; 2025Q1: 34,834 shares; 2025Q2: 133,162 shares; 2025Q3: 198,995 shares; 2025Q4: 207,682 shares 207,682 $8.88M 0.02% +8,687 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: 143,835 shares; 2024Q4: 128,690 shares; 2025Q1: 126,747 shares; 2025Q2: 129,953 shares; 2025Q3: 122,132 shares; 2025Q4: 120,805 shares 120,805 $8.88M 0.02% -1,327 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,120 shares; 2024Q4: 153,128 shares; 2025Q1: 148,412 shares; 2025Q2: 152,072 shares; 2025Q3: 179,948 shares; 2025Q4: 190,149 shares 190,149 $8.83M 0.02% +10,201 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: 41,019 shares; 2024Q4: 43,811 shares; 2025Q1: 43,619 shares; 2025Q2: 36,593 shares; 2025Q3: 37,213 shares; 2025Q4: 35,684 shares 35,684 $8.81M 0.02% -1,529 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,395 shares; 2024Q4: 75,968 shares; 2025Q1: 78,393 shares; 2025Q2: 82,285 shares; 2025Q3: 87,804 shares; 2025Q4: 91,022 shares 91,022 $8.8M 0.02% +3,218 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 622,371 shares 622,371 $8.8M 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,889 shares; 2024Q4: 38,190 shares; 2025Q1: 40,839 shares; 2025Q2: 53,906 shares; 2025Q3: 47,144 shares; 2025Q4: 43,301 shares 43,301 $8.79M 0.02% -3,843 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,508 shares; 2024Q4: 98,771 shares; 2025Q1: 121,990 shares; 2025Q2: 112,932 shares; 2025Q3: 117,830 shares; 2025Q4: 119,319 shares 119,319 $8.78M 0.02% +1,489 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: 83,206 shares; 2024Q4: 85,910 shares; 2025Q1: 69,568 shares; 2025Q2: 71,137 shares; 2025Q3: 70,164 shares; 2025Q4: 67,966 shares 67,966 $8.76M 0.02% -2,198 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,823 shares; 2024Q4: 56,806 shares; 2025Q1: 54,219 shares; 2025Q2: 73,148 shares; 2025Q3: 75,026 shares; 2025Q4: 81,952 shares 81,952 $8.74M 0.02% +6,926 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: 186,757 shares; 2024Q4: 173,268 shares; 2025Q1: 165,425 shares; 2025Q2: 147,483 shares; 2025Q3: 142,662 shares; 2025Q4: 140,187 shares 140,187 $8.71M 0.02% -2,475 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,730 shares; 2024Q4: 435,880 shares; 2025Q1: 1,489,201 shares; 2025Q2: 315,742 shares; 2025Q3: 608,746 shares; 2025Q4: 655,787 shares 655,787 $8.69M 0.02% +47,041 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,176 shares; 2024Q4: 42,420 shares; 2025Q1: 52,413 shares; 2025Q2: 55,141 shares; 2025Q3: 56,346 shares; 2025Q4: 56,110 shares 56,110 $8.68M 0.02% -236 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,791 shares; 2024Q4: 78,888 shares; 2025Q1: 92,643 shares; 2025Q2: 90,573 shares; 2025Q3: 95,817 shares; 2025Q4: 87,167 shares 87,167 $8.66M 0.02% -8,650 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,180 shares; 2024Q4: 29,101 shares; 2025Q1: 85,057 shares; 2025Q2: 82,406 shares; 2025Q3: 78,329 shares; 2025Q4: 80,360 shares 80,360 $8.63M 0.02% +2,031 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: 27,225 shares; 2024Q4: 19,593 shares; 2025Q1: 20,557 shares; 2025Q2: 25,920 shares; 2025Q3: 34,330 shares; 2025Q4: 29,061 shares 29,061 $8.59M 0.02% -5,269 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: 254,901 shares; 2025Q1: 266,550 shares; 2025Q2: 282,412 shares; 2025Q3: 295,763 shares; 2025Q4: 314,699 shares 314,699 $8.58M 0.02% +18,936 Timeline DTD 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: 55,057 shares; 2024Q4: 56,636 shares; 2025Q1: 55,425 shares; 2025Q2: 56,081 shares; 2025Q3: 59,132 shares; 2025Q4: 100,934 shares 100,934 $8.57M 0.02% +41,802 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: 187,877 shares; 2024Q4: 185,208 shares; 2025Q1: 192,936 shares; 2025Q2: 225,480 shares; 2025Q3: 181,763 shares; 2025Q4: 185,417 shares 185,417 $8.53M 0.02% +3,654 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,838 shares; 2024Q4: 64,441 shares; 2025Q1: 68,062 shares; 2025Q2: 72,905 shares; 2025Q3: 84,703 shares; 2025Q4: 159,677 shares 159,677 $8.52M 0.02% +74,974 Timeline ILCG 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: 66,786 shares; 2024Q4: 66,493 shares; 2025Q1: 69,108 shares; 2025Q2: 87,274 shares; 2025Q3: 101,620 shares; 2025Q4: 81,696 shares 81,696 $8.5M 0.02% -19,924 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,586 shares; 2024Q4: 29,863 shares; 2025Q1: 28,472 shares; 2025Q2: 31,615 shares; 2025Q3: 32,074 shares; 2025Q4: 30,868 shares 30,868 $8.5M 0.02% -1,206 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: 216,797 shares; 2024Q4: 197,205 shares; 2025Q1: 166,893 shares; 2025Q2: 182,076 shares; 2025Q3: 160,298 shares; 2025Q4: 169,873 shares 169,873 $8.47M 0.02% +9,575 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,364 shares; 2024Q4: 62,296 shares; 2025Q1: 62,314 shares; 2025Q2: 64,427 shares; 2025Q3: 84,284 shares; 2025Q4: 63,916 shares 63,916 $8.46M 0.02% -20,368 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: 874,167 shares; 2024Q4: 918,584 shares; 2025Q1: 846,024 shares; 2025Q2: 805,910 shares; 2025Q3: 789,123 shares; 2025Q4: 752,227 shares 752,227 $8.46M 0.02% -36,896 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,379 shares; 2024Q4: 48,394 shares; 2025Q1: 63,599 shares; 2025Q2: 65,856 shares; 2025Q3: 71,940 shares; 2025Q4: 74,305 shares 74,305 $8.44M 0.02% +2,365 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: 249,604 shares; 2024Q4: 277,452 shares; 2025Q1: 326,034 shares; 2025Q2: 356,151 shares; 2025Q3: 365,730 shares; 2025Q4: 380,981 shares 380,981 $8.41M 0.02% +15,251 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,744 shares; 2024Q4: 55,608 shares; 2025Q1: 115,054 shares; 2025Q2: 93,664 shares; 2025Q3: 83,474 shares; 2025Q4: 86,406 shares 86,406 $8.4M 0.02% +2,932 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: 198,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,420 shares; 2025Q4: 314,773 shares 314,773 $8.4M 0.02% +304,353 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: 45,513 shares; 2024Q4: 62,979 shares; 2025Q1: 74,724 shares; 2025Q2: 83,603 shares; 2025Q3: 85,634 shares; 2025Q4: 150,237 shares 150,237 $8.38M 0.02% +64,603 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,593 shares; 2024Q4: 816,985 shares; 2025Q1: 1,979,232 shares; 2025Q2: 1,917,133 shares; 2025Q3: 1,892,290 shares; 2025Q4: 1,504,087 shares 1,504,087 $8.38M 0.02% -388,203 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 20,646 shares; 2025Q1: 21,304 shares; 2025Q2: 21,101 shares; 2025Q3: 22,627 shares; 2025Q4: 19,596 shares 19,596 $8.36M 0.02% -3,031 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,186 shares; 2024Q4: 48,552 shares; 2025Q1: 45,592 shares; 2025Q2: 48,514 shares; 2025Q3: 190,668 shares; 2025Q4: 201,178 shares 201,178 $8.35M 0.02% +10,510 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,494 shares; 2024Q4: 199,821 shares; 2025Q1: 281,546 shares; 2025Q2: 248,446 shares; 2025Q3: 231,816 shares; 2025Q4: 219,971 shares 219,971 $8.33M 0.02% -11,845 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: 9,345 shares; 2024Q4: 8,964 shares; 2025Q1: 22,483 shares; 2025Q2: 28,415 shares; 2025Q3: 35,243 shares; 2025Q4: 40,499 shares 40,499 $8.33M 0.02% +5,256 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: 134,473 shares; 2024Q4: 125,013 shares; 2025Q1: 140,973 shares; 2025Q2: 141,166 shares; 2025Q3: 140,311 shares; 2025Q4: 138,304 shares 138,304 $8.31M 0.02% -2,007 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,058 shares; 2024Q4: 252,337 shares; 2025Q1: 188,631 shares; 2025Q2: 121,677 shares; 2025Q3: 160,670 shares; 2025Q4: 166,140 shares 166,140 $8.28M 0.02% +5,470 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: 202,316 shares; 2024Q4: 148,833 shares; 2025Q1: 69,141 shares; 2025Q2: 132,587 shares; 2025Q3: 134,204 shares; 2025Q4: 152,143 shares 152,143 $8.22M 0.02% +17,939 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,366 shares; 2024Q4: 471,340 shares; 2025Q1: 534,013 shares; 2025Q2: 425,394 shares; 2025Q3: 413,729 shares; 2025Q4: 428,141 shares 428,141 $8.22M 0.02% +14,412 Timeline PTMC 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: 272,429 shares; 2024Q4: 265,262 shares; 2025Q1: 267,608 shares; 2025Q2: 217,067 shares; 2025Q3: 239,872 shares; 2025Q4: 229,578 shares 229,578 $8.19M 0.02% -10,294 Timeline IGRO 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: 25,073 shares; 2024Q4: 87,328 shares; 2025Q1: 83,462 shares; 2025Q2: 121,428 shares; 2025Q3: 117,550 shares; 2025Q4: 98,893 shares 98,893 $8.19M 0.02% -18,657 Timeline FDMO 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: 15,171 shares; 2024Q4: 47,805 shares; 2025Q1: 50,200 shares; 2025Q2: 49,872 shares; 2025Q3: 50,873 shares; 2025Q4: 96,737 shares 96,737 $8.12M 0.02% +45,864 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: 29,247 shares; 2024Q4: 28,846 shares; 2025Q1: 32,335 shares; 2025Q2: 32,409 shares; 2025Q3: 30,580 shares; 2025Q4: 30,931 shares 30,931 $8.12M 0.02% +351 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,369 shares; 2024Q4: 29,351 shares; 2025Q1: 52,232 shares; 2025Q2: 69,858 shares; 2025Q3: 52,017 shares; 2025Q4: 46,538 shares 46,538 $8.11M 0.02% -5,479 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: 870,658 shares; 2024Q4: 751,241 shares; 2025Q1: 733,789 shares; 2025Q2: 744,739 shares; 2025Q3: 728,466 shares; 2025Q4: 808,589 shares 808,589 $8.08M 0.02% +80,123 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,025 shares; 2024Q4: 33,172 shares; 2025Q1: 33,113 shares; 2025Q2: 34,297 shares; 2025Q3: 35,855 shares; 2025Q4: 39,188 shares 39,188 $8.05M 0.02% +3,333 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,054 shares; 2024Q4: 551,708 shares; 2025Q1: 518,477 shares; 2025Q2: 459,694 shares; 2025Q3: 471,449 shares; 2025Q4: 460,725 shares 460,725 $8.05M 0.02% -10,724 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,340 shares; 2024Q4: 61,816 shares; 2025Q1: 62,916 shares; 2025Q2: 91,349 shares; 2025Q3: 95,842 shares; 2025Q4: 87,975 shares 87,975 $8.04M 0.02% -7,867 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,214 shares; 2024Q4: 34,969 shares; 2025Q1: 43,541 shares; 2025Q2: 49,420 shares; 2025Q3: 52,026 shares; 2025Q4: 56,713 shares 56,713 $8.02M 0.02% +4,687 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,169 shares; 2024Q4: 59,827 shares; 2025Q1: 58,121 shares; 2025Q2: 57,196 shares; 2025Q3: 55,760 shares; 2025Q4: 61,869 shares 61,869 $8.01M 0.02% +6,109 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,897 shares; 2024Q4: 157,360 shares; 2025Q1: 161,163 shares; 2025Q2: 166,670 shares; 2025Q3: 169,075 shares; 2025Q4: 175,271 shares 175,271 $8.01M 0.02% +6,196 Timeline BBHY 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: 317,219 shares; 2024Q4: 279,210 shares; 2025Q1: 312,551 shares; 2025Q2: 183,166 shares; 2025Q3: 189,763 shares; 2025Q4: 171,986 shares 171,986 $8M 0.02% -17,777 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: 24,619 shares; 2024Q4: 26,552 shares; 2025Q1: 23,020 shares; 2025Q2: 29,951 shares; 2025Q3: 29,583 shares; 2025Q4: 25,577 shares 25,577 $8M 0.02% -4,006 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: 2,296 shares; 2024Q4: 2,255 shares; 2025Q1: 2,195 shares; 2025Q2: 2,278 shares; 2025Q3: 2,672 shares; 2025Q4: 2,357 shares 2,357 $7.99M 0.02% -315 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,124 shares; 2024Q4: 220,040 shares; 2025Q1: 231,503 shares; 2025Q2: 240,634 shares; 2025Q3: 206,084 shares; 2025Q4: 196,635 shares 196,635 $7.99M 0.02% -9,449 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,013 shares; 2024Q4: 138,277 shares; 2025Q1: 128,004 shares; 2025Q2: 125,644 shares; 2025Q3: 140,640 shares; 2025Q4: 141,343 shares 141,343 $7.94M 0.02% +703 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: 39,297 shares; 2024Q4: 40,320 shares; 2025Q1: 36,608 shares; 2025Q2: 36,546 shares; 2025Q3: 80,081 shares; 2025Q4: 68,023 shares 68,023 $7.92M 0.02% -12,058 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,540 shares; 2024Q4: 130,240 shares; 2025Q1: 124,703 shares; 2025Q2: 135,883 shares; 2025Q3: 133,045 shares; 2025Q4: 169,659 shares 169,659 $7.89M 0.02% +36,614 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 31,407 shares; 2025Q1: 31,061 shares; 2025Q2: 35,338 shares; 2025Q3: 36,977 shares; 2025Q4: 38,161 shares 38,161 $7.88M 0.02% +1,184 Timeline VIOV 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: 15,391 shares; 2024Q4: 62,660 shares; 2025Q1: 70,100 shares; 2025Q2: 71,452 shares; 2025Q3: 80,266 shares; 2025Q4: 80,567 shares 80,567 $7.88M 0.02% +301 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,560 shares; 2024Q4: 84,686 shares; 2025Q1: 34,508 shares; 2025Q2: 36,606 shares; 2025Q3: 47,142 shares; 2025Q4: 81,843 shares 81,843 $7.87M 0.02% +34,701 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: 27,330 shares; 2024Q4: 30,067 shares; 2025Q1: 33,532 shares; 2025Q2: 33,430 shares; 2025Q3: 37,534 shares; 2025Q4: 38,181 shares 38,181 $7.83M 0.02% +647 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: 146,003 shares; 2024Q4: 142,750 shares; 2025Q1: 137,429 shares; 2025Q2: 138,083 shares; 2025Q3: 137,988 shares; 2025Q4: 145,411 shares 145,411 $7.83M 0.02% +7,423 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,533 shares; 2024Q4: 546,195 shares; 2025Q1: 558,246 shares; 2025Q2: 567,331 shares; 2025Q3: 536,826 shares; 2025Q4: 532,098 shares 532,098 $7.82M 0.02% -4,728 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: 35,005 shares; 2024Q4: 62,578 shares; 2025Q1: 78,470 shares; 2025Q2: 78,496 shares; 2025Q3: 85,919 shares; 2025Q4: 84,566 shares 84,566 $7.82M 0.02% -1,353 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 16,091 shares; 2025Q1: 119,556 shares; 2025Q2: 147,612 shares; 2025Q3: 155,439 shares; 2025Q4: 179,066 shares 179,066 $7.8M 0.02% +23,627 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: 127,916 shares; 2024Q4: 143,532 shares; 2025Q1: 126,913 shares; 2025Q2: 128,188 shares; 2025Q3: 211,004 shares; 2025Q4: 236,486 shares 236,486 $7.78M 0.02% +25,482 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,596 shares; 2024Q4: 59,220 shares; 2025Q1: 63,917 shares; 2025Q2: 59,979 shares; 2025Q3: 71,723 shares; 2025Q4: 81,810 shares 81,810 $7.76M 0.02% +10,087 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,376 shares; 2024Q4: 15,309 shares; 2025Q1: 13,527 shares; 2025Q2: 27,241 shares; 2025Q3: 28,434 shares; 2025Q4: 27,864 shares 27,864 $7.74M 0.02% -570 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,275 shares; 2024Q4: 21,595 shares; 2025Q1: 19,411 shares; 2025Q2: 18,978 shares; 2025Q3: 19,643 shares; 2025Q4: 20,188 shares 20,188 $7.74M 0.02% +545 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,987 shares; 2024Q4: 148,002 shares; 2025Q1: 177,643 shares; 2025Q2: 166,675 shares; 2025Q3: 172,864 shares; 2025Q4: 173,865 shares 173,865 $7.74M 0.02% +1,001 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: 25,402 shares; 2024Q4: 27,386 shares; 2025Q1: 26,350 shares; 2025Q2: 26,933 shares; 2025Q3: 27,199 shares; 2025Q4: 29,595 shares 29,595 $7.73M 0.02% +2,396 Timeline IWX 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: 61,373 shares; 2024Q4: 66,046 shares; 2025Q1: 70,370 shares; 2025Q2: 75,178 shares; 2025Q3: 78,570 shares; 2025Q4: 84,138 shares 84,138 $7.73M 0.02% +5,568 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,841 shares; 2024Q4: 279,480 shares; 2025Q1: 383,249 shares; 2025Q2: 383,130 shares; 2025Q3: 393,077 shares; 2025Q4: 307,709 shares 307,709 $7.72M 0.02% -85,368 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: 158,939 shares; 2024Q4: 204,906 shares; 2025Q1: 239,198 shares; 2025Q2: 275,517 shares; 2025Q3: 264,291 shares; 2025Q4: 267,783 shares 267,783 $7.72M 0.02% +3,492 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: 24,491 shares; 2024Q4: 24,045 shares; 2025Q1: 26,725 shares; 2025Q2: 25,104 shares; 2025Q3: 25,778 shares; 2025Q4: 26,548 shares 26,548 $7.7M 0.02% +770 Timeline BUFS 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: 93,969 shares; 2024Q4: 72,787 shares; 2025Q1: 198,953 shares; 2025Q2: 288,893 shares; 2025Q3: 324,373 shares; 2025Q4: 335,341 shares 335,341 $7.66M 0.02% +10,968 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,505 shares; 2024Q4: 18,711 shares; 2025Q1: 22,484 shares; 2025Q2: 29,641 shares; 2025Q3: 60,429 shares; 2025Q4: 99,322 shares 99,322 $7.65M 0.02% +38,893 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 19,588 shares; 2025Q1: 19,333 shares; 2025Q2: 23,773 shares; 2025Q3: 23,981 shares; 2025Q4: 24,249 shares 24,249 $7.63M 0.02% +268 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,555 shares; 2024Q4: 88,168 shares; 2025Q1: 84,886 shares; 2025Q2: 86,555 shares; 2025Q3: 85,791 shares; 2025Q4: 86,523 shares 86,523 $7.63M 0.02% +732 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,986 shares; 2024Q4: 338,949 shares; 2025Q1: 367,519 shares; 2025Q2: 346,906 shares; 2025Q3: 343,529 shares; 2025Q4: 338,953 shares 338,953 $7.58M 0.02% -4,576 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 91,196 shares; 2025Q3: 203,210 shares; 2025Q4: 300,513 shares 300,513 $7.58M 0.02% +97,303 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: 101,558 shares; 2024Q4: 105,925 shares; 2025Q1: 105,892 shares; 2025Q2: 97,995 shares; 2025Q3: 91,965 shares; 2025Q4: 92,692 shares 92,692 $7.54M 0.02% +727 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,359 shares; 2024Q4: 25,181 shares; 2025Q1: 27,196 shares; 2025Q2: 30,799 shares; 2025Q3: 31,726 shares; 2025Q4: 33,841 shares 33,841 $7.52M 0.02% +2,115 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,867 shares; 2024Q4: 104,927 shares; 2025Q1: 58,465 shares; 2025Q2: 52,862 shares; 2025Q3: 56,101 shares; 2025Q4: 54,472 shares 54,472 $7.51M 0.02% -1,629 Timeline SSO 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: 70,000 shares; 2024Q4: 113,784 shares; 2025Q1: 10,630 shares; 2025Q2: 124,110 shares; 2025Q3: 124,636 shares; 2025Q4: 129,351 shares 129,351 $7.49M 0.02% +4,715 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,415 shares; 2024Q4: 65,772 shares; 2025Q1: 71,301 shares; 2025Q2: 101,666 shares; 2025Q3: 102,606 shares; 2025Q4: 111,538 shares 111,538 $7.49M 0.02% +8,932 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,203 shares; 2024Q4: 44,302 shares; 2025Q1: 42,989 shares; 2025Q2: 42,698 shares; 2025Q3: 43,372 shares; 2025Q4: 44,439 shares 44,439 $7.48M 0.02% +1,067 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: 245,968 shares; 2024Q4: 187,671 shares; 2025Q1: 160,726 shares; 2025Q2: 207,969 shares; 2025Q3: 149,628 shares; 2025Q4: 146,861 shares 146,861 $7.47M 0.02% -2,767 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,123 shares; 2024Q4: 42,493 shares; 2025Q1: 49,679 shares; 2025Q2: 46,183 shares; 2025Q3: 47,917 shares; 2025Q4: 41,373 shares 41,373 $7.46M 0.02% -6,544 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,504 shares; 2024Q4: 26,478 shares; 2025Q1: 39,017 shares; 2025Q2: 44,746 shares; 2025Q3: 44,744 shares; 2025Q4: 38,387 shares 38,387 $7.46M 0.02% -6,357 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,095 shares; 2024Q4: 44,428 shares; 2025Q1: 25,716 shares; 2025Q2: 43,596 shares; 2025Q3: 42,348 shares; 2025Q4: 58,753 shares 58,753 $7.45M 0.02% +16,405 Timeline SCHZ 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: 166,518 shares; 2024Q4: 460,371 shares; 2025Q1: 233,455 shares; 2025Q2: 341,231 shares; 2025Q3: 257,081 shares; 2025Q4: 318,401 shares 318,401 $7.44M 0.02% +61,320 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS 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: 245,859 shares; 2025Q3: 258,234 shares; 2025Q4: 276,241 shares 276,241 $7.42M 0.02% +18,007 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: 94,075 shares; 2024Q4: 90,415 shares; 2025Q1: 87,166 shares; 2025Q2: 83,695 shares; 2025Q3: 82,233 shares; 2025Q4: 92,552 shares 92,552 $7.41M 0.02% +10,319 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,237 shares; 2024Q4: 227,470 shares; 2025Q1: 244,767 shares; 2025Q2: 255,778 shares; 2025Q3: 263,647 shares; 2025Q4: 262,911 shares 262,911 $7.39M 0.02% -736 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,455 shares; 2024Q4: 262,155 shares; 2025Q1: 212,548 shares; 2025Q2: 185,264 shares; 2025Q3: 179,757 shares; 2025Q4: 182,082 shares 182,082 $7.35M 0.02% +2,325 Timeline BSCW 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: 240,030 shares; 2024Q4: 260,269 shares; 2025Q1: 296,916 shares; 2025Q2: 306,754 shares; 2025Q3: 318,040 shares; 2025Q4: 350,659 shares 350,659 $7.32M 0.02% +32,619 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,874 shares; 2024Q4: 905,919 shares; 2025Q1: 859,402 shares; 2025Q2: 902,203 shares; 2025Q3: 798,395 shares; 2025Q4: 755,768 shares 755,768 $7.31M 0.02% -42,627 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,970 shares; 2024Q4: 68,041 shares; 2025Q1: 45,095 shares; 2025Q2: 47,006 shares; 2025Q3: 44,735 shares; 2025Q4: 64,045 shares 64,045 $7.29M 0.02% +19,310 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,370 shares; 2024Q4: 101,382 shares; 2025Q1: 79,480 shares; 2025Q2: 78,478 shares; 2025Q3: 84,607 shares; 2025Q4: 160,744 shares 160,744 $7.29M 0.02% +76,137 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: 28,123 shares; 2024Q4: 28,533 shares; 2025Q1: 28,571 shares; 2025Q2: 31,902 shares; 2025Q3: 32,822 shares; 2025Q4: 32,299 shares 32,299 $7.28M 0.02% -523 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: 322,383 shares; 2024Q4: 338,661 shares; 2025Q1: 338,062 shares; 2025Q2: 112,212 shares; 2025Q3: 100,623 shares; 2025Q4: 100,088 shares 100,088 $7.27M 0.02% -535 Timeline VCRB 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: 7,889 shares; 2024Q4: 8,046 shares; 2025Q1: 59,734 shares; 2025Q2: 75,820 shares; 2025Q3: 87,803 shares; 2025Q4: 93,315 shares 93,315 $7.27M 0.02% +5,512 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: 103,534 shares; 2024Q4: 96,271 shares; 2025Q1: 97,336 shares; 2025Q2: 92,157 shares; 2025Q3: 97,606 shares; 2025Q4: 98,168 shares 98,168 $7.25M 0.02% +562 Timeline SPLB 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: 36,431 shares; 2024Q4: 155,412 shares; 2025Q1: 53,783 shares; 2025Q2: 58,714 shares; 2025Q3: 22,579 shares; 2025Q4: 320,752 shares 320,752 $7.24M 0.02% +298,173 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,120 shares; 2024Q4: 250,257 shares; 2025Q1: 294,858 shares; 2025Q2: 306,177 shares; 2025Q3: 256,871 shares; 2025Q4: 197,138 shares 197,138 $7.22M 0.02% -59,733 Timeline SOXQ 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: 100,279 shares; 2024Q4: 101,780 shares; 2025Q1: 107,674 shares; 2025Q2: 108,268 shares; 2025Q3: 108,128 shares; 2025Q4: 128,928 shares 128,928 $7.19M 0.02% +20,800 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,292 shares; 2024Q4: 71,564 shares; 2025Q1: 80,635 shares; 2025Q2: 90,786 shares; 2025Q3: 98,097 shares; 2025Q4: 149,302 shares 149,302 $7.16M 0.02% +51,205 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,347 shares; 2024Q4: 142,114 shares; 2025Q1: 158,384 shares; 2025Q2: 194,393 shares; 2025Q3: 206,193 shares; 2025Q4: 271,763 shares 271,763 $7.16M 0.02% +65,570 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: 7,539 shares; 2024Q4: 9,507 shares; 2025Q1: 7,300 shares; 2025Q2: 8,000 shares; 2025Q3: 13,950 shares; 2025Q4: 41,497 shares 41,497 $7.15M 0.02% +27,547 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: 290,425 shares; 2024Q4: 231,316 shares; 2025Q1: 209,260 shares; 2025Q2: 184,462 shares; 2025Q3: 165,360 shares; 2025Q4: 151,812 shares 151,812 $7.14M 0.02% -13,548 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: 109,194 shares 109,194 $7.14M 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,190 shares; 2024Q4: 49,550 shares; 2025Q1: 41,488 shares; 2025Q2: 49,107 shares; 2025Q3: 49,288 shares; 2025Q4: 42,050 shares 42,050 $7.13M 0.02% -7,238 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,849 shares; 2024Q4: 112,017 shares; 2025Q1: 105,726 shares; 2025Q2: 104,930 shares; 2025Q3: 109,227 shares; 2025Q4: 112,830 shares 112,830 $7.11M 0.02% +3,603 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: 57,159 shares; 2024Q4: 69,563 shares; 2025Q1: 57,052 shares; 2025Q2: 85,243 shares; 2025Q3: 144,193 shares; 2025Q4: 165,074 shares 165,074 $7.05M 0.02% +20,881 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 4,561 shares; 2025Q1: 5,022 shares; 2025Q2: 58,728 shares; 2025Q3: 63,323 shares; 2025Q4: 138,852 shares 138,852 $7.03M 0.02% +75,529 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,921 shares; 2024Q4: 52,886 shares; 2025Q1: 55,003 shares; 2025Q2: 123,153 shares; 2025Q3: 155,792 shares; 2025Q4: 246,907 shares 246,907 $7.02M 0.02% +91,115 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: 92,077 shares; 2024Q4: 101,327 shares; 2025Q1: 102,318 shares; 2025Q2: 85,189 shares; 2025Q3: 83,703 shares; 2025Q4: 65,829 shares 65,829 $7.02M 0.02% -17,874 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,937 shares; 2024Q4: 334,385 shares; 2025Q1: 357,520 shares; 2025Q2: 394,095 shares; 2025Q3: 479,182 shares; 2025Q4: 436,468 shares 436,468 $7.02M 0.02% -42,714 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,506 shares; 2024Q4: 88,935 shares; 2025Q1: 84,263 shares; 2025Q2: 77,465 shares; 2025Q3: 80,020 shares; 2025Q4: 66,406 shares 66,406 $6.97M 0.02% -13,614 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: 33,290 shares; 2024Q4: 32,494 shares; 2025Q1: 38,483 shares; 2025Q2: 37,004 shares; 2025Q3: 34,608 shares; 2025Q4: 37,038 shares 37,038 $6.97M 0.02% +2,430 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: 173,779 shares; 2024Q4: 145,085 shares; 2025Q1: 141,906 shares; 2025Q2: 119,669 shares; 2025Q3: 133,043 shares; 2025Q4: 122,878 shares 122,878 $6.96M 0.02% -10,165 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,428 shares; 2024Q4: 263,869 shares; 2025Q1: 243,538 shares; 2025Q2: 63,986 shares; 2025Q3: 219,272 shares; 2025Q4: 228,482 shares 228,482 $6.96M 0.02% +9,210 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: 117,661 shares; 2025Q3: 143,667 shares; 2025Q4: 158,949 shares 158,949 $6.92M 0.02% +15,282 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: 39,371 shares; 2024Q4: 62,449 shares; 2025Q1: 67,499 shares; 2025Q2: 43,436 shares; 2025Q3: 67,398 shares; 2025Q4: 70,113 shares 70,113 $6.91M 0.02% +2,715 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,709 shares; 2024Q4: 76,061 shares; 2025Q1: 79,705 shares; 2025Q2: 83,538 shares; 2025Q3: 87,863 shares; 2025Q4: 83,392 shares 83,392 $6.9M 0.02% -4,471 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,960 shares; 2024Q4: 54,927 shares; 2025Q1: 56,380 shares; 2025Q2: 53,200 shares; 2025Q3: 55,469 shares; 2025Q4: 54,592 shares 54,592 $6.88M 0.02% -877 Timeline SPSB 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: 416,394 shares; 2024Q4: 443,919 shares; 2025Q1: 463,512 shares; 2025Q2: 285,452 shares; 2025Q3: 274,118 shares; 2025Q4: 227,271 shares 227,271 $6.86M 0.02% -46,847 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,976 shares; 2024Q4: 128,058 shares; 2025Q1: 71,779 shares; 2025Q2: 72,537 shares; 2025Q3: 76,982 shares; 2025Q4: 68,898 shares 68,898 $6.86M 0.02% -8,084 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: 18,230 shares; 2024Q4: 17,721 shares; 2025Q1: 15,812 shares; 2025Q2: 16,341 shares; 2025Q3: 16,936 shares; 2025Q4: 22,792 shares 22,792 $6.84M 0.02% +5,856 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: 106,301 shares; 2024Q4: 110,322 shares; 2025Q1: 98,715 shares; 2025Q2: 95,764 shares; 2025Q3: 85,574 shares; 2025Q4: 83,161 shares 83,161 $6.82M 0.02% -2,413 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,645 shares; 2024Q4: 155,497 shares; 2025Q1: 134,070 shares; 2025Q2: 296,337 shares; 2025Q3: 127,103 shares; 2025Q4: 112,413 shares 112,413 $6.78M 0.02% -14,690 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: 32,834 shares; 2024Q4: 34,627 shares; 2025Q1: 42,327 shares; 2025Q2: 39,690 shares; 2025Q3: 44,056 shares; 2025Q4: 51,012 shares 51,012 $6.77M 0.02% +6,956 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: 274,889 shares; 2024Q4: 263,520 shares; 2025Q1: 255,741 shares; 2025Q2: 249,689 shares; 2025Q3: 219,748 shares; 2025Q4: 221,193 shares 221,193 $6.75M 0.02% +1,445 Timeline ISTB 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: 145,061 shares; 2024Q4: 155,190 shares; 2025Q1: 156,380 shares; 2025Q2: 158,312 shares; 2025Q3: 136,617 shares; 2025Q4: 138,388 shares 138,388 $6.75M 0.02% +1,771 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: 30,906 shares; 2024Q4: 31,334 shares; 2025Q1: 53,288 shares; 2025Q2: 43,765 shares; 2025Q3: 40,755 shares; 2025Q4: 42,325 shares 42,325 $6.74M 0.02% +1,570 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,580 shares; 2024Q4: 92,904 shares; 2025Q1: 94,994 shares; 2025Q2: 86,140 shares; 2025Q3: 82,795 shares; 2025Q4: 83,674 shares 83,674 $6.72M 0.02% +879 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,567 shares; 2024Q4: 50,645 shares; 2025Q1: 48,944 shares; 2025Q2: 46,362 shares; 2025Q3: 48,695 shares; 2025Q4: 48,181 shares 48,181 $6.71M 0.02% -514 Timeline JIG 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: 5,797 shares; 2024Q4: 6,097 shares; 2025Q1: 5,243 shares; 2025Q2: 4,423 shares; 2025Q3: 96,688 shares; 2025Q4: 91,527 shares 91,527 $6.71M 0.02% -5,161 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 32,828 shares; 2025Q1: 40,869 shares; 2025Q2: 100,830 shares; 2025Q3: 106,246 shares; 2025Q4: 137,756 shares 137,756 $6.71M 0.02% +31,510 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,193 shares; 2024Q4: 304,362 shares; 2025Q1: 431,187 shares; 2025Q2: 243,074 shares; 2025Q3: 308,478 shares; 2025Q4: 228,380 shares 228,380 $6.71M 0.02% -80,098 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,914 shares; 2024Q4: 60,301 shares; 2025Q1: 143,727 shares; 2025Q2: 140,224 shares; 2025Q3: 138,894 shares; 2025Q4: 177,093 shares 177,093 $6.69M 0.02% +38,199 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,685 shares; 2024Q4: 84,774 shares; 2025Q1: 90,709 shares; 2025Q2: 131,794 shares; 2025Q3: 178,464 shares; 2025Q4: 198,652 shares 198,652 $6.66M 0.02% +20,188 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,512 shares; 2024Q4: 35,557 shares; 2025Q1: 35,251 shares; 2025Q2: 39,987 shares; 2025Q3: 32,596 shares; 2025Q4: 35,831 shares 35,831 $6.65M 0.02% +3,235 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: 8,750 shares; 2024Q4: 7,364 shares; 2025Q1: 8,543 shares; 2025Q2: 10,585 shares; 2025Q3: 11,140 shares; 2025Q4: 11,450 shares 11,450 $6.65M 0.02% +310 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,516 shares; 2024Q4: 41,520 shares; 2025Q1: 85,766 shares; 2025Q2: 56,969 shares; 2025Q3: 67,133 shares; 2025Q4: 65,387 shares 65,387 $6.59M 0.02% -1,746 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: 18,936 shares; 2024Q4: 14,300 shares; 2025Q1: 14,683 shares; 2025Q2: 27,776 shares; 2025Q3: 26,471 shares; 2025Q4: 28,603 shares 28,603 $6.58M 0.02% +2,132 Timeline REGL 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: 93,738 shares; 2024Q4: 93,926 shares; 2025Q1: 86,347 shares; 2025Q2: 93,467 shares; 2025Q3: 78,530 shares; 2025Q4: 78,068 shares 78,068 $6.58M 0.02% -462 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,267 shares; 2024Q4: 205,392 shares; 2025Q1: 209,595 shares; 2025Q2: 193,676 shares; 2025Q3: 179,593 shares; 2025Q4: 184,760 shares 184,760 $6.57M 0.02% +5,167 Timeline CWI 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: 16,440 shares; 2024Q4: 69,328 shares; 2025Q1: 65,958 shares; 2025Q2: 96,785 shares; 2025Q3: 194,343 shares; 2025Q4: 182,795 shares 182,795 $6.57M 0.02% -11,548 Timeline PSI 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: 84,125 shares; 2024Q4: 99,276 shares; 2025Q1: 101,200 shares; 2025Q2: 95,123 shares; 2025Q3: 80,712 shares; 2025Q4: 83,257 shares 83,257 $6.57M 0.02% +2,545 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 63,596 shares; 2025Q4: 245,454 shares 245,454 $6.56M 0.02% +181,858 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: 111,376 shares; 2024Q4: 255,752 shares; 2025Q1: 247,719 shares; 2025Q2: 232,079 shares; 2025Q3: 237,598 shares; 2025Q4: 261,637 shares 261,637 $6.56M 0.02% +24,039 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: 226,866 shares; 2024Q4: 210,316 shares; 2025Q1: 219,391 shares; 2025Q2: 201,757 shares; 2025Q3: 241,307 shares; 2025Q4: 227,362 shares 227,362 $6.55M 0.02% -13,945 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,760 shares; 2024Q4: 149,201 shares; 2025Q1: 159,515 shares; 2025Q2: 171,284 shares; 2025Q3: 168,780 shares; 2025Q4: 167,496 shares 167,496 $6.55M 0.02% -1,284 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,517 shares; 2024Q4: 12,581 shares; 2025Q1: 16,331 shares; 2025Q2: 17,329 shares; 2025Q3: 14,117 shares; 2025Q4: 14,357 shares 14,357 $6.51M 0.02% +240 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: 247,682 shares; 2024Q4: 221,836 shares; 2025Q1: 233,197 shares; 2025Q2: 284,202 shares; 2025Q3: 270,136 shares; 2025Q4: 277,885 shares 277,885 $6.5M 0.02% +7,749 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,438 shares; 2024Q4: 98,126 shares; 2025Q1: 109,482 shares; 2025Q2: 99,611 shares; 2025Q3: 90,345 shares; 2025Q4: 107,307 shares 107,307 $6.5M 0.02% +16,962 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: 64,423 shares; 2024Q4: 63,297 shares; 2025Q1: 60,680 shares; 2025Q2: 63,728 shares; 2025Q3: 66,197 shares; 2025Q4: 66,781 shares 66,781 $6.49M 0.02% +584 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,729 shares; 2024Q4: 122,637 shares; 2025Q1: 139,678 shares; 2025Q2: 139,596 shares; 2025Q3: 137,902 shares; 2025Q4: 137,939 shares 137,939 $6.49M 0.02% +37 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,605 shares; 2024Q4: 21,273 shares; 2025Q1: 66,377 shares; 2025Q2: 340,578 shares; 2025Q3: 168,215 shares; 2025Q4: 143,282 shares 143,282 $6.45M 0.02% -24,933 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: 41,568 shares; 2024Q4: 72,038 shares; 2025Q1: 75,031 shares; 2025Q2: 74,891 shares; 2025Q3: 71,176 shares; 2025Q4: 70,341 shares 70,341 $6.43M 0.02% -835 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,661 shares; 2024Q4: 435,534 shares; 2025Q1: 454,333 shares; 2025Q2: 435,279 shares; 2025Q3: 490,924 shares; 2025Q4: 498,639 shares 498,639 $6.43M 0.02% +7,715 Timeline AFMC 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: 97,111 shares; 2024Q4: 264,168 shares; 2025Q1: 131,743 shares; 2025Q2: 190,795 shares; 2025Q3: 184,434 shares; 2025Q4: 186,150 shares 186,150 $6.42M 0.02% +1,716 Timeline BUXX 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: 84,428 shares; 2024Q4: 109,944 shares; 2025Q1: 165,778 shares; 2025Q2: 256,970 shares; 2025Q3: 334,198 shares; 2025Q4: 316,337 shares 316,337 $6.4M 0.02% -17,861 Timeline RPG 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: 133,456 shares; 2024Q4: 160,305 shares; 2025Q1: 180,818 shares; 2025Q2: 161,314 shares; 2025Q3: 156,509 shares; 2025Q4: 137,106 shares 137,106 $6.4M 0.02% -19,403 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,409 shares; 2024Q4: 72,629 shares; 2025Q1: 76,419 shares; 2025Q2: 67,598 shares; 2025Q3: 68,217 shares; 2025Q4: 67,912 shares 67,912 $6.4M 0.02% -305 Timeline RSPU 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: 83,314 shares; 2024Q4: 83,776 shares; 2025Q1: 84,270 shares; 2025Q2: 82,122 shares; 2025Q3: 87,903 shares; 2025Q4: 85,390 shares 85,390 $6.38M 0.02% -2,513 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: 21,605 shares; 2024Q4: 23,783 shares; 2025Q1: 18,323 shares; 2025Q2: 17,778 shares; 2025Q3: 19,266 shares; 2025Q4: 19,617 shares 19,617 $6.34M 0.02% +351 Timeline SUSC 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: 248,479 shares; 2024Q4: 239,125 shares; 2025Q1: 219,148 shares; 2025Q2: 228,573 shares; 2025Q3: 252,912 shares; 2025Q4: 270,039 shares 270,039 $6.32M 0.02% +17,127 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,883 shares; 2024Q4: 306,428 shares; 2025Q1: 347,066 shares; 2025Q2: 372,140 shares; 2025Q3: 199,398 shares; 2025Q4: 204,882 shares 204,882 $6.3M 0.02% +5,484 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: 37,043 shares; 2024Q4: 42,307 shares; 2025Q1: 35,936 shares; 2025Q2: 37,468 shares; 2025Q3: 40,650 shares; 2025Q4: 44,596 shares 44,596 $6.29M 0.02% +3,946 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,992 shares; 2024Q4: 39,422 shares; 2025Q1: 39,877 shares; 2025Q2: 42,302 shares; 2025Q3: 42,584 shares; 2025Q4: 42,262 shares 42,262 $6.26M 0.02% -322 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,359 shares; 2024Q4: 102,380 shares; 2025Q1: 92,887 shares; 2025Q2: 97,991 shares; 2025Q3: 91,736 shares; 2025Q4: 95,879 shares 95,879 $6.23M 0.02% +4,143 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 108,542 shares; 2025Q2: 129,601 shares; 2025Q3: 146,792 shares; 2025Q4: 165,504 shares 165,504 $6.22M 0.02% +18,712 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,957 shares; 2024Q4: 121,439 shares; 2025Q1: 116,782 shares; 2025Q2: 136,263 shares; 2025Q3: 147,646 shares; 2025Q4: 144,626 shares 144,626 $6.21M 0.02% -3,020 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: 273,905 shares; 2024Q4: 277,393 shares; 2025Q1: 258,649 shares; 2025Q2: 265,957 shares; 2025Q3: 236,438 shares; 2025Q4: 237,001 shares 237,001 $6.21M 0.02% +563 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,042 shares; 2024Q4: 23,442 shares; 2025Q1: 49,191 shares; 2025Q2: 64,426 shares; 2025Q3: 44,116 shares; 2025Q4: 62,018 shares 62,018 $6.15M 0.02% +17,902 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,659 shares; 2024Q4: 351,454 shares; 2025Q1: 345,744 shares; 2025Q2: 347,279 shares; 2025Q3: 353,202 shares; 2025Q4: 354,096 shares 354,096 $6.14M 0.02% +894 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,809 shares; 2024Q4: 48,313 shares; 2025Q1: 48,199 shares; 2025Q2: 53,930 shares; 2025Q3: 75,021 shares; 2025Q4: 64,365 shares 64,365 $6.14M 0.02% -10,656 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,636 shares; 2024Q4: 141,187 shares; 2025Q1: 167,515 shares; 2025Q2: 140,675 shares; 2025Q3: 138,548 shares; 2025Q4: 106,637 shares 106,637 $6.13M 0.02% -31,911 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189,433 shares; 2025Q1: 111,325 shares; 2025Q2: 153,389 shares; 2025Q3: 269,870 shares; 2025Q4: 234,352 shares 234,352 $6.13M 0.02% -35,518 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,241 shares; 2024Q4: 26,898 shares; 2025Q1: 24,689 shares; 2025Q2: 29,642 shares; 2025Q3: 28,406 shares; 2025Q4: 42,706 shares 42,706 $6.13M 0.02% +14,300 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,934 shares; 2024Q4: 37,807 shares; 2025Q1: 38,098 shares; 2025Q2: 38,089 shares; 2025Q3: 39,512 shares; 2025Q4: 42,667 shares 42,667 $6.12M 0.02% +3,155 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,682 shares; 2024Q4: 68,302 shares; 2025Q1: 109,908 shares; 2025Q2: 114,229 shares; 2025Q3: 87,879 shares; 2025Q4: 82,988 shares 82,988 $6.11M 0.02% -4,891 Timeline IFRA 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: 180,590 shares; 2024Q4: 172,378 shares; 2025Q1: 111,109 shares; 2025Q2: 100,927 shares; 2025Q3: 114,694 shares; 2025Q4: 116,078 shares 116,078 $6.11M 0.02% +1,384 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,448 shares; 2024Q4: 112,157 shares; 2025Q1: 160,094 shares; 2025Q2: 123,930 shares; 2025Q3: 142,448 shares; 2025Q4: 135,649 shares 135,649 $6.09M 0.02% -6,799 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: 101,939 shares; 2024Q4: 198,579 shares; 2025Q1: 187,312 shares; 2025Q2: 201,240 shares; 2025Q3: 210,895 shares; 2025Q4: 229,719 shares 229,719 $6.08M 0.02% +18,824 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,611 shares; 2025Q4: 119,945 shares 119,945 $6.08M 0.02% +11,334 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,283 shares; 2024Q4: 195,912 shares; 2025Q1: 216,146 shares; 2025Q2: 169,778 shares; 2025Q3: 188,543 shares; 2025Q4: 188,120 shares 188,120 $6.08M 0.02% -423 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,861 shares; 2024Q4: 463,544 shares; 2025Q1: 499,380 shares; 2025Q2: 472,767 shares; 2025Q3: 490,974 shares; 2025Q4: 465,441 shares 465,441 $6.07M 0.02% -25,533 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,510 shares; 2024Q4: 440,382 shares; 2025Q1: 394,236 shares; 2025Q2: 333,592 shares; 2025Q3: 311,581 shares; 2025Q4: 260,185 shares 260,185 $6.07M 0.02% -51,396 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,645 shares; 2024Q4: 150,945 shares; 2025Q1: 145,144 shares; 2025Q2: 166,008 shares; 2025Q3: 218,279 shares; 2025Q4: 240,529 shares 240,529 $6.06M 0.02% +22,250 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: 148,048 shares; 2024Q4: 166,974 shares; 2025Q1: 212,873 shares; 2025Q2: 223,333 shares; 2025Q3: 240,414 shares; 2025Q4: 249,692 shares 249,692 $6.06M 0.02% +9,278 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,058 shares; 2024Q4: 313,054 shares; 2025Q1: 323,759 shares; 2025Q2: 289,673 shares; 2025Q3: 306,178 shares; 2025Q4: 304,814 shares 304,814 $6.06M 0.02% -1,364 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,739 shares; 2024Q4: 78,100 shares; 2025Q1: 73,941 shares; 2025Q2: 74,782 shares; 2025Q3: 77,051 shares; 2025Q4: 75,376 shares 75,376 $6.05M 0.02% -1,675 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,730 shares; 2024Q4: 65,669 shares; 2025Q1: 82,571 shares; 2025Q2: 92,198 shares; 2025Q3: 95,537 shares; 2025Q4: 105,435 shares 105,435 $6.04M 0.02% +9,898 Timeline EDIV 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: 52,059 shares; 2024Q4: 70,969 shares; 2025Q1: 85,817 shares; 2025Q2: 115,143 shares; 2025Q3: 128,073 shares; 2025Q4: 154,021 shares 154,021 $6.03M 0.02% +25,948 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,119 shares; 2025Q1: 68,577 shares; 2025Q2: 105,852 shares; 2025Q3: 104,010 shares; 2025Q4: 83,958 shares 83,958 $6.03M 0.02% -20,052 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,507 shares; 2024Q4: 518,404 shares; 2025Q1: 483,240 shares; 2025Q2: 453,799 shares; 2025Q3: 452,024 shares; 2025Q4: 423,485 shares 423,485 $5.97M 0.02% -28,539 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,578 shares; 2024Q4: 190,769 shares; 2025Q1: 206,252 shares; 2025Q2: 196,398 shares; 2025Q3: 168,930 shares; 2025Q4: 137,174 shares 137,174 $5.95M 0.02% -31,756 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: 32,739 shares; 2024Q4: 31,024 shares; 2025Q1: 30,465 shares; 2025Q2: 31,250 shares; 2025Q3: 28,385 shares; 2025Q4: 43,470 shares 43,470 $5.94M 0.02% +15,085 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: 60,005 shares; 2024Q4: 67,350 shares; 2025Q1: 57,388 shares; 2025Q2: 53,275 shares; 2025Q3: 54,844 shares; 2025Q4: 50,542 shares 50,542 $5.94M 0.02% -4,302 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,121 shares; 2024Q4: 61,086 shares; 2025Q1: 53,146 shares; 2025Q2: 54,511 shares; 2025Q3: 61,531 shares; 2025Q4: 114,057 shares 114,057 $5.92M 0.02% +52,526 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,902 shares; 2024Q4: 105,597 shares; 2025Q1: 146,544 shares; 2025Q2: 167,819 shares; 2025Q3: 209,953 shares; 2025Q4: 256,042 shares 256,042 $5.9M 0.02% +46,089 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,077 shares; 2024Q4: 240,755 shares; 2025Q1: 210,679 shares; 2025Q2: 196,550 shares; 2025Q3: 208,938 shares; 2025Q4: 209,240 shares 209,240 $5.87M 0.02% +302 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,060 shares; 2024Q4: 120,897 shares; 2025Q1: 118,184 shares; 2025Q2: 112,582 shares; 2025Q3: 126,386 shares; 2025Q4: 119,610 shares 119,610 $5.87M 0.02% -6,776 Timeline TPHD 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: 87,837 shares; 2024Q4: 88,486 shares; 2025Q1: 93,462 shares; 2025Q2: 101,419 shares; 2025Q3: 107,571 shares; 2025Q4: 152,185 shares 152,185 $5.86M 0.02% +44,614 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,442 shares; 2024Q4: 243,273 shares; 2025Q1: 225,769 shares; 2025Q2: 239,137 shares; 2025Q3: 232,445 shares; 2025Q4: 240,531 shares 240,531 $5.86M 0.02% +8,086 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: 265,531 shares; 2024Q4: 265,616 shares; 2025Q1: 225,243 shares; 2025Q2: 213,235 shares; 2025Q3: 206,055 shares; 2025Q4: 157,955 shares 157,955 $5.84M 0.02% -48,100 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,470 shares; 2024Q4: 33,860 shares; 2025Q1: 34,484 shares; 2025Q2: 33,473 shares; 2025Q3: 28,563 shares; 2025Q4: 28,708 shares 28,708 $5.83M 0.02% +145 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,196 shares; 2024Q4: 171,578 shares; 2025Q1: 170,823 shares; 2025Q2: 123,935 shares; 2025Q3: 138,497 shares; 2025Q4: 119,530 shares 119,530 $5.82M 0.02% -18,967 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,741 shares; 2024Q4: 39,127 shares; 2025Q1: 58,479 shares; 2025Q2: 57,941 shares; 2025Q3: 67,157 shares; 2025Q4: 80,059 shares 80,059 $5.82M 0.02% +12,902 Timeline FELC 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: 66,879 shares; 2024Q4: 126,887 shares; 2025Q1: 153,074 shares; 2025Q2: 156,612 shares; 2025Q3: 158,708 shares; 2025Q4: 152,331 shares 152,331 $5.81M 0.02% -6,377 Timeline SPTS 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: 260,725 shares; 2024Q4: 205,763 shares; 2025Q1: 212,630 shares; 2025Q2: 197,451 shares; 2025Q3: 195,277 shares; 2025Q4: 198,486 shares 198,486 $5.81M 0.02% +3,209 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,664 shares; 2024Q4: 469,395 shares; 2025Q1: 440,644 shares; 2025Q2: 390,591 shares; 2025Q3: 386,084 shares; 2025Q4: 377,219 shares 377,219 $5.79M 0.02% -8,865 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 8,558 shares; 2025Q1: 9,082 shares; 2025Q2: 9,644 shares; 2025Q3: 6,127 shares; 2025Q4: 6,176 shares 6,176 $5.76M 0.02% +49 Timeline IFV 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: 48,556 shares; 2024Q4: 48,544 shares; 2025Q1: 52,418 shares; 2025Q2: 196,105 shares; 2025Q3: 214,330 shares; 2025Q4: 231,877 shares 231,877 $5.76M 0.02% +17,547 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: 117,721 shares; 2024Q4: 126,983 shares; 2025Q1: 136,532 shares; 2025Q2: 146,741 shares; 2025Q3: 156,880 shares; 2025Q4: 132,824 shares 132,824 $5.75M 0.02% -24,056 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: 153,938 shares; 2024Q4: 118,006 shares; 2025Q1: 113,729 shares; 2025Q2: 113,073 shares; 2025Q3: 117,031 shares; 2025Q4: 123,170 shares 123,170 $5.74M 0.02% +6,139 Timeline IYC 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: 13,112 shares; 2024Q4: 32,095 shares; 2025Q1: 64,565 shares; 2025Q2: 84,666 shares; 2025Q3: 73,560 shares; 2025Q4: 55,608 shares 55,608 $5.74M 0.02% -17,952 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,432 shares; 2024Q4: 20,410 shares; 2025Q1: 18,471 shares; 2025Q2: 18,223 shares; 2025Q3: 24,339 shares; 2025Q4: 33,620 shares 33,620 $5.73M 0.02% +9,281 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,783 shares; 2025Q1: 21,730 shares; 2025Q2: 43,933 shares; 2025Q3: 48,185 shares; 2025Q4: 39,668 shares 39,668 $5.71M 0.02% -8,517 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: 103,760 shares; 2024Q4: 100,338 shares; 2025Q1: 98,306 shares; 2025Q2: 96,631 shares; 2025Q3: 106,899 shares; 2025Q4: 99,928 shares 99,928 $5.7M 0.02% -6,971 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,594 shares; 2024Q4: 197,604 shares; 2025Q1: 195,205 shares; 2025Q2: 131,949 shares; 2025Q3: 137,001 shares; 2025Q4: 120,230 shares 120,230 $5.69M 0.02% -16,771 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,971 shares; 2024Q4: 737,149 shares; 2025Q1: 949,184 shares; 2025Q2: 939,421 shares; 2025Q3: 934,988 shares; 2025Q4: 950,061 shares 950,061 $5.68M 0.02% +15,073 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: 53,063 shares; 2024Q4: 66,911 shares; 2025Q1: 67,260 shares; 2025Q2: 64,894 shares; 2025Q3: 62,516 shares; 2025Q4: 70,536 shares 70,536 $5.66M 0.01% +8,020 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: 82,298 shares; 2024Q4: 104,623 shares; 2025Q1: 142,121 shares; 2025Q2: 180,264 shares; 2025Q3: 196,220 shares; 2025Q4: 222,194 shares 222,194 $5.66M 0.01% +25,974 Timeline AOM 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: 155,427 shares; 2024Q4: 150,450 shares; 2025Q1: 132,110 shares; 2025Q2: 132,219 shares; 2025Q3: 170,549 shares; 2025Q4: 118,502 shares 118,502 $5.66M 0.01% -52,047 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: 15,080 shares; 2024Q4: 15,293 shares; 2025Q1: 15,982 shares; 2025Q2: 16,700 shares; 2025Q3: 16,103 shares; 2025Q4: 16,396 shares 16,396 $5.65M 0.01% +293 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,209 shares; 2024Q4: 100,400 shares; 2025Q1: 56,561 shares; 2025Q2: 60,582 shares; 2025Q3: 63,500 shares; 2025Q4: 58,662 shares 58,662 $5.65M 0.01% -4,838 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: 11,640 shares; 2024Q4: 8,943 shares; 2025Q1: 10,141 shares; 2025Q2: 10,906 shares; 2025Q3: 13,695 shares; 2025Q4: 14,452 shares 14,452 $5.62M 0.01% +757 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,803 shares; 2024Q4: 28,704 shares; 2025Q1: 29,861 shares; 2025Q2: 28,633 shares; 2025Q3: 29,451 shares; 2025Q4: 33,505 shares 33,505 $5.62M 0.01% +4,054 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,673 shares; 2024Q4: 76,607 shares; 2025Q1: 102,240 shares; 2025Q2: 138,810 shares; 2025Q3: 175,606 shares; 2025Q4: 297,887 shares 297,887 $5.61M 0.01% +122,281 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 4,938 shares; 2025Q1: 6,156 shares; 2025Q2: 21,365 shares; 2025Q3: 55,346 shares; 2025Q4: 120,845 shares 120,845 $5.6M 0.01% +65,499 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,472 shares; 2024Q4: 104,910 shares; 2025Q1: 109,720 shares; 2025Q2: 95,437 shares; 2025Q3: 74,279 shares; 2025Q4: 51,206 shares 51,206 $5.6M 0.01% -23,073 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 22,078 shares; 2025Q3: 79,471 shares; 2025Q4: 176,626 shares 176,626 $5.58M 0.01% +97,155 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,344 shares; 2024Q4: 62,604 shares; 2025Q1: 62,844 shares; 2025Q2: 62,509 shares; 2025Q3: 63,491 shares; 2025Q4: 58,149 shares 58,149 $5.58M 0.01% -5,342 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: 155,360 shares; 2024Q4: 173,237 shares; 2025Q1: 222,097 shares; 2025Q2: 228,020 shares; 2025Q3: 239,705 shares; 2025Q4: 229,501 shares 229,501 $5.56M 0.01% -10,204 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: 41,956 shares; 2024Q4: 40,103 shares; 2025Q1: 42,998 shares; 2025Q2: 43,285 shares; 2025Q3: 39,172 shares; 2025Q4: 31,644 shares 31,644 $5.56M 0.01% -7,528 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 6,198 shares; 2025Q1: 6,748 shares; 2025Q2: 7,095 shares; 2025Q3: 11,889 shares; 2025Q4: 11,825 shares 11,825 $5.55M 0.01% -64 Timeline BBLU 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: 333,669 shares; 2024Q4: 365,310 shares; 2025Q1: 437,951 shares; 2025Q2: 382,433 shares; 2025Q3: 377,771 shares; 2025Q4: 361,694 shares 361,694 $5.52M 0.01% -16,077 Timeline BUFZ 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: 25,673 shares; 2024Q4: 39,607 shares; 2025Q1: 51,992 shares; 2025Q2: 130,131 shares; 2025Q3: 181,061 shares; 2025Q4: 207,597 shares 207,597 $5.51M 0.01% +26,536 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,063 shares; 2024Q4: 15,775 shares; 2025Q1: 178,363 shares; 2025Q2: 180,203 shares; 2025Q3: 174,785 shares; 2025Q4: 172,954 shares 172,954 $5.5M 0.01% -1,831 Timeline IUS 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: 65,417 shares; 2024Q4: 85,673 shares; 2025Q1: 91,506 shares; 2025Q2: 86,886 shares; 2025Q3: 89,857 shares; 2025Q4: 96,115 shares 96,115 $5.49M 0.01% +6,258 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: 124,582 shares; 2024Q4: 198,913 shares; 2025Q1: 111,556 shares; 2025Q2: 106,947 shares; 2025Q3: 90,390 shares; 2025Q4: 69,064 shares 69,064 $5.48M 0.01% -21,326 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: 74,492 shares; 2024Q4: 68,910 shares; 2025Q1: 75,327 shares; 2025Q2: 78,851 shares; 2025Q3: 77,822 shares; 2025Q4: 74,178 shares 74,178 $5.47M 0.01% -3,644 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: 9,874 shares; 2025Q2: 30,036 shares; 2025Q3: 73,410 shares; 2025Q4: 65,304 shares 65,304 $5.47M 0.01% -8,106 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,776 shares; 2024Q4: 81,608 shares; 2025Q1: 85,118 shares; 2025Q2: 93,986 shares; 2025Q3: 93,859 shares; 2025Q4: 100,052 shares 100,052 $5.46M 0.01% +6,193 Timeline EZM 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: 114,876 shares; 2024Q4: 107,429 shares; 2025Q1: 102,102 shares; 2025Q2: 82,954 shares; 2025Q3: 81,018 shares; 2025Q4: 81,544 shares 81,544 $5.45M 0.01% +526 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: 8,935 shares; 2024Q4: 10,172 shares; 2025Q1: 9,337 shares; 2025Q2: 8,519 shares; 2025Q3: 8,646 shares; 2025Q4: 8,743 shares 8,743 $5.44M 0.01% +97 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 5,497 shares; 2025Q1: 5,917 shares; 2025Q2: 6,676 shares; 2025Q3: 10,267 shares; 2025Q4: 11,101 shares 11,101 $5.44M 0.01% +834 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: 63,771 shares; 2024Q4: 90,003 shares; 2025Q1: 95,446 shares; 2025Q2: 126,323 shares; 2025Q3: 132,371 shares; 2025Q4: 114,328 shares 114,328 $5.44M 0.01% -18,043 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,985 shares; 2024Q4: 54,383 shares; 2025Q1: 53,435 shares; 2025Q2: 58,477 shares; 2025Q3: 62,251 shares; 2025Q4: 48,445 shares 48,445 $5.43M 0.01% -13,806 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,037 shares; 2025Q1: 16,354 shares; 2025Q2: 50,774 shares; 2025Q3: 83,433 shares; 2025Q4: 100,854 shares 100,854 $5.43M 0.01% +17,421 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199,174 shares; 2025Q1: 186,883 shares; 2025Q2: 191,992 shares; 2025Q3: 221,214 shares; 2025Q4: 185,440 shares 185,440 $5.43M 0.01% -35,774 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,311 shares; 2025Q3: 155,459 shares; 2025Q4: 197,293 shares 197,293 $5.42M 0.01% +41,834 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,541 shares; 2024Q4: 124,473 shares; 2025Q1: 132,533 shares; 2025Q2: 142,359 shares; 2025Q3: 142,310 shares; 2025Q4: 140,924 shares 140,924 $5.41M 0.01% -1,386 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,851 shares; 2024Q4: 69,125 shares; 2025Q1: 94,565 shares; 2025Q2: 190,811 shares; 2025Q3: 214,953 shares; 2025Q4: 205,304 shares 205,304 $5.41M 0.01% -9,649 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,914 shares; 2024Q4: 389,253 shares; 2025Q1: 395,880 shares; 2025Q2: 399,907 shares; 2025Q3: 402,554 shares; 2025Q4: 406,433 shares 406,433 $5.4M 0.01% +3,879 Timeline HSMV 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: 141,725 shares; 2024Q4: 135,221 shares; 2025Q1: 138,661 shares; 2025Q2: 136,958 shares; 2025Q3: 142,946 shares; 2025Q4: 150,687 shares 150,687 $5.37M 0.01% +7,741 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,550 shares; 2024Q4: 34,257 shares; 2025Q1: 32,607 shares; 2025Q2: 28,694 shares; 2025Q3: 30,091 shares; 2025Q4: 26,450 shares 26,450 $5.37M 0.01% -3,641 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: 470,155 shares; 2024Q4: 586,628 shares; 2025Q1: 612,122 shares; 2025Q2: 407,556 shares; 2025Q3: 474,821 shares; 2025Q4: 499,533 shares 499,533 $5.36M 0.01% +24,712 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,333 shares; 2024Q4: 28,376 shares; 2025Q1: 27,690 shares; 2025Q2: 30,390 shares; 2025Q3: 29,938 shares; 2025Q4: 28,924 shares 28,924 $5.35M 0.01% -1,014 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: 97,639 shares; 2024Q4: 89,386 shares; 2025Q1: 153,774 shares; 2025Q2: 109,676 shares; 2025Q3: 109,937 shares; 2025Q4: 145,363 shares 145,363 $5.35M 0.01% +35,426 Timeline QLTA 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: 51,819 shares; 2024Q4: 131,772 shares; 2025Q1: 106,732 shares; 2025Q2: 112,146 shares; 2025Q3: 123,266 shares; 2025Q4: 111,093 shares 111,093 $5.34M 0.01% -12,173 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,011 shares; 2024Q4: 51,020 shares; 2025Q1: 49,729 shares; 2025Q2: 109,335 shares; 2025Q3: 127,664 shares; 2025Q4: 132,296 shares 132,296 $5.31M 0.01% +4,632 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,804 shares; 2024Q4: 112,546 shares; 2025Q1: 139,582 shares; 2025Q2: 150,844 shares; 2025Q3: 180,767 shares; 2025Q4: 213,301 shares 213,301 $5.3M 0.01% +32,534 Timeline XME 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: 51,327 shares; 2024Q4: 54,178 shares; 2025Q1: 61,212 shares; 2025Q2: 61,125 shares; 2025Q3: 55,496 shares; 2025Q4: 51,150 shares 51,150 $5.3M 0.01% -4,346 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 2,745 shares; 2025Q1: 2,182 shares; 2025Q2: 3,225 shares; 2025Q3: 3,647 shares; 2025Q4: 9,421 shares 9,421 $5.29M 0.01% +5,774 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: 104,523 shares; 2024Q4: 105,330 shares; 2025Q1: 81,465 shares; 2025Q2: 101,317 shares; 2025Q3: 113,732 shares; 2025Q4: 138,807 shares 138,807 $5.28M 0.01% +25,075 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 11,941 shares; 2025Q1: 16,410 shares; 2025Q2: 16,415 shares; 2025Q3: 24,237 shares; 2025Q4: 24,250 shares 24,250 $5.27M 0.01% +13 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: 11,798 shares; 2024Q4: 12,243 shares; 2025Q1: 11,531 shares; 2025Q2: 12,960 shares; 2025Q3: 12,166 shares; 2025Q4: 13,506 shares 13,506 $5.25M 0.01% +1,340 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,048 shares; 2024Q4: 123,008 shares; 2025Q1: 134,146 shares; 2025Q2: 72,761 shares; 2025Q3: 83,959 shares; 2025Q4: 109,327 shares 109,327 $5.24M 0.01% +25,368 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 19,732 shares; 2025Q1: 19,742 shares; 2025Q2: 19,732 shares; 2025Q3: 21,118 shares; 2025Q4: 21,074 shares 21,074 $5.24M 0.01% -44 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: 75,565 shares; 2024Q4: 80,818 shares; 2025Q1: 85,794 shares; 2025Q2: 97,893 shares; 2025Q3: 89,385 shares; 2025Q4: 115,099 shares 115,099 $5.23M 0.01% +25,714 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,905 shares; 2024Q4: 176,953 shares; 2025Q1: 184,170 shares; 2025Q2: 182,427 shares; 2025Q3: 85,798 shares; 2025Q4: 75,367 shares 75,367 $5.22M 0.01% -10,431 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 31,531 shares; 2025Q3: 65,149 shares; 2025Q4: 72,738 shares 72,738 $5.21M 0.01% +7,589 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,468 shares; 2024Q4: 23,595 shares; 2025Q1: 24,054 shares; 2025Q2: 24,194 shares; 2025Q3: 26,093 shares; 2025Q4: 26,809 shares 26,809 $5.2M 0.01% +716 Timeline FDRR 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: 87,106 shares; 2024Q4: 88,026 shares; 2025Q1: 88,222 shares; 2025Q2: 69,368 shares; 2025Q3: 86,729 shares; 2025Q4: 85,238 shares 85,238 $5.2M 0.01% -1,491 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,632 shares; 2025Q1: 5,196 shares; 2025Q2: 36,271 shares; 2025Q3: 64,341 shares; 2025Q4: 78,082 shares 78,082 $5.2M 0.01% +13,741 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,577 shares; 2024Q4: 48,695 shares; 2025Q1: 47,398 shares; 2025Q2: 43,432 shares; 2025Q3: 34,657 shares; 2025Q4: 57,707 shares 57,707 $5.2M 0.01% +23,050 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,839 shares; 2025Q1: 5,095 shares; 2025Q2: 5,061 shares; 2025Q3: 5,203 shares; 2025Q4: 5,143 shares 5,143 $5.19M 0.01% -60 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,312 shares; 2024Q4: 13,238 shares; 2025Q1: 14,308 shares; 2025Q2: 14,861 shares; 2025Q3: 19,585 shares; 2025Q4: 19,990 shares 19,990 $5.17M 0.01% +405 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: 19,238 shares; 2024Q4: 19,642 shares; 2025Q1: 21,912 shares; 2025Q2: 24,249 shares; 2025Q3: 23,475 shares; 2025Q4: 24,408 shares 24,408 $5.17M 0.01% +933 Timeline AVDV 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: 44,123 shares; 2024Q4: 4,794 shares; 2025Q1: 26,266 shares; 2025Q2: 35,932 shares; 2025Q3: 70,069 shares; 2025Q4: 54,928 shares 54,928 $5.16M 0.01% -15,141 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: 157,054 shares; 2024Q4: 162,709 shares; 2025Q1: 168,789 shares; 2025Q2: 103,799 shares; 2025Q3: 98,428 shares; 2025Q4: 100,706 shares 100,706 $5.15M 0.01% +2,278 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: 75,321 shares; 2024Q4: 64,219 shares; 2025Q1: 56,625 shares; 2025Q2: 45,981 shares; 2025Q3: 48,650 shares; 2025Q4: 51,569 shares 51,569 $5.15M 0.01% +2,919 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: 348,783 shares; 2024Q4: 331,637 shares; 2025Q1: 334,490 shares; 2025Q2: 334,975 shares; 2025Q3: 415,683 shares; 2025Q4: 413,505 shares 413,505 $5.14M 0.01% -2,178 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,699 shares; 2024Q4: 44,521 shares; 2025Q1: 34,561 shares; 2025Q2: 36,339 shares; 2025Q3: 41,000 shares; 2025Q4: 35,437 shares 35,437 $5.13M 0.01% -5,563 Timeline GWX 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: 113,679 shares; 2024Q4: 118,912 shares; 2025Q1: 125,105 shares; 2025Q2: 142,208 shares; 2025Q3: 121,296 shares; 2025Q4: 125,455 shares 125,455 $5.13M 0.01% +4,159 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: 18,706 shares; 2024Q4: 18,772 shares; 2025Q1: 22,886 shares; 2025Q2: 18,284 shares; 2025Q3: 17,224 shares; 2025Q4: 17,142 shares 17,142 $5.12M 0.01% -82 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: 15,895 shares; 2024Q4: 13,388 shares; 2025Q1: 13,617 shares; 2025Q2: 13,489 shares; 2025Q3: 18,173 shares; 2025Q4: 17,261 shares 17,261 $5.11M 0.01% -912 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,896 shares; 2024Q4: 55,997 shares; 2025Q1: 54,861 shares; 2025Q2: 87,698 shares; 2025Q3: 70,579 shares; 2025Q4: 78,084 shares 78,084 $5.08M 0.01% +7,505 Timeline FJAN 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: 143,420 shares; 2024Q4: 114,936 shares; 2025Q1: 218,000 shares; 2025Q2: 205,419 shares; 2025Q3: 123,485 shares; 2025Q4: 98,102 shares 98,102 $5.08M 0.01% -25,383 Timeline HYLS 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: 62,592 shares; 2024Q4: 90,225 shares; 2025Q1: 205,468 shares; 2025Q2: 126,056 shares; 2025Q3: 119,189 shares; 2025Q4: 121,199 shares 121,199 $5.07M 0.01% +2,010 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,584 shares; 2024Q4: 224,687 shares; 2025Q1: 230,445 shares; 2025Q2: 239,626 shares; 2025Q3: 240,225 shares; 2025Q4: 229,657 shares 229,657 $5.05M 0.01% -10,568 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: 151,043 shares; 2024Q4: 161,452 shares; 2025Q1: 160,730 shares; 2025Q2: 162,034 shares; 2025Q3: 174,526 shares; 2025Q4: 183,075 shares 183,075 $5.04M 0.01% +8,549 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,571 shares; 2024Q4: 29,104 shares; 2025Q1: 31,103 shares; 2025Q2: 28,535 shares; 2025Q3: 27,386 shares; 2025Q4: 25,962 shares 25,962 $5.03M 0.01% -1,424 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,988 shares; 2024Q4: 274,733 shares; 2025Q1: 300,667 shares; 2025Q2: 287,444 shares; 2025Q3: 278,198 shares; 2025Q4: 256,223 shares 256,223 $5.01M 0.01% -21,975 Timeline IYR 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: 57,086 shares; 2024Q4: 85,220 shares; 2025Q1: 64,638 shares; 2025Q2: 118,361 shares; 2025Q3: 61,671 shares; 2025Q4: 53,303 shares 53,303 $5M 0.01% -8,368 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,539 shares; 2024Q4: 50,082 shares; 2025Q1: 48,151 shares; 2025Q2: 49,697 shares; 2025Q3: 49,114 shares; 2025Q4: 57,387 shares 57,387 $5M 0.01% +8,273 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,233 shares; 2025Q1: 22,485 shares; 2025Q2: 69,604 shares; 2025Q3: 70,334 shares; 2025Q4: 65,827 shares 65,827 $5M 0.01% -4,507 Timeline FNCL 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: 51,625 shares; 2024Q4: 50,759 shares; 2025Q1: 49,171 shares; 2025Q2: 50,949 shares; 2025Q3: 49,900 shares; 2025Q4: 64,225 shares 64,225 $4.99M 0.01% +14,325 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: 86,630 shares; 2024Q4: 81,836 shares; 2025Q1: 78,715 shares; 2025Q2: 68,861 shares; 2025Q3: 91,198 shares; 2025Q4: 89,124 shares 89,124 $4.98M 0.01% -2,074 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,577 shares; 2025Q1: 22,549 shares; 2025Q2: 37,678 shares; 2025Q3: 64,168 shares; 2025Q4: 163,768 shares 163,768 $4.98M 0.01% +99,600 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,306 shares; 2024Q4: 63,502 shares; 2025Q1: 66,698 shares; 2025Q2: 84,423 shares; 2025Q3: 102,001 shares; 2025Q4: 105,822 shares 105,822 $4.98M 0.01% +3,821 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: 9,356 shares; 2024Q4: 9,966 shares; 2025Q1: 9,718 shares; 2025Q2: 9,337 shares; 2025Q3: 10,832 shares; 2025Q4: 10,626 shares 10,626 $4.96M 0.01% -206 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,266 shares; 2024Q4: 21,045 shares; 2025Q1: 21,495 shares; 2025Q2: 41,225 shares; 2025Q3: 45,886 shares; 2025Q4: 41,336 shares 41,336 $4.96M 0.01% -4,550 Timeline FCOM 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: 57,982 shares; 2024Q4: 67,741 shares; 2025Q1: 66,633 shares; 2025Q2: 90,418 shares; 2025Q3: 74,150 shares; 2025Q4: 67,613 shares 67,613 $4.96M 0.01% -6,537 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,812 shares; 2024Q4: 43,025 shares; 2025Q1: 41,033 shares; 2025Q2: 122,468 shares; 2025Q3: 127,038 shares; 2025Q4: 170,603 shares 170,603 $4.95M 0.01% +43,565 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,111 shares; 2024Q4: 82,298 shares; 2025Q1: 85,857 shares; 2025Q2: 70,991 shares; 2025Q3: 83,055 shares; 2025Q4: 118,731 shares 118,731 $4.94M 0.01% +35,676 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA 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: 152,594 shares; 2025Q4: 166,909 shares 166,909 $4.94M 0.01% +14,315 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: 64,451 shares; 2024Q4: 80,690 shares; 2025Q1: 62,168 shares; 2025Q2: 60,277 shares; 2025Q3: 71,097 shares; 2025Q4: 58,888 shares 58,888 $4.94M 0.01% -12,209 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: 95,765 shares; 2025Q1: 92,975 shares; 2025Q2: 108,096 shares; 2025Q3: 214,995 shares; 2025Q4: 218,872 shares 218,872 $4.91M 0.01% +3,877 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 15,985 shares; 2025Q1: 14,329 shares; 2025Q2: 15,007 shares; 2025Q3: 14,436 shares; 2025Q4: 15,260 shares 15,260 $4.91M 0.01% +824 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,030 shares; 2024Q4: 39,037 shares; 2025Q1: 40,625 shares; 2025Q2: 43,374 shares; 2025Q3: 39,929 shares; 2025Q4: 37,327 shares 37,327 $4.87M 0.01% -2,602 Timeline PFFV 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: 102,219 shares; 2024Q4: 258,814 shares; 2025Q1: 295,339 shares; 2025Q2: 239,531 shares; 2025Q3: 238,030 shares; 2025Q4: 218,978 shares 218,978 $4.87M 0.01% -19,052 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,933 shares; 2024Q4: 62,461 shares; 2025Q1: 64,699 shares; 2025Q2: 82,026 shares; 2025Q3: 86,065 shares; 2025Q4: 90,410 shares 90,410 $4.86M 0.01% +4,345 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,741 shares; 2024Q4: 4,339 shares; 2025Q1: 10,700 shares; 2025Q2: 5,683 shares; 2025Q3: 6,017 shares; 2025Q4: 7,941 shares 7,941 $4.86M 0.01% +1,924 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 5,478 shares; 2025Q1: 7,404 shares; 2025Q2: 7,219 shares; 2025Q3: 44,737 shares; 2025Q4: 46,418 shares 46,418 $4.85M 0.01% +1,681 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: 30,837 shares; 2024Q4: 32,335 shares; 2025Q1: 31,968 shares; 2025Q2: 34,150 shares; 2025Q3: 35,701 shares; 2025Q4: 37,518 shares 37,518 $4.84M 0.01% +1,817 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,480 shares; 2024Q4: 110,743 shares; 2025Q1: 130,730 shares; 2025Q2: 112,784 shares; 2025Q3: 133,957 shares; 2025Q4: 171,752 shares 171,752 $4.84M 0.01% +37,795 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,313 shares; 2024Q4: 30,172 shares; 2025Q1: 28,455 shares; 2025Q2: 29,469 shares; 2025Q3: 29,337 shares; 2025Q4: 31,907 shares 31,907 $4.83M 0.01% +2,570 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,530 shares; 2024Q4: 94,477 shares; 2025Q1: 90,852 shares; 2025Q2: 81,653 shares; 2025Q3: 75,649 shares; 2025Q4: 109,869 shares 109,869 $4.83M 0.01% +34,220 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: 41,481 shares; 2024Q4: 41,401 shares; 2025Q1: 41,113 shares; 2025Q2: 42,024 shares; 2025Q3: 28,422 shares; 2025Q4: 28,471 shares 28,471 $4.82M 0.01% +49 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 9,829 shares; 2025Q1: 11,411 shares; 2025Q2: 31,750 shares; 2025Q3: 36,882 shares; 2025Q4: 35,527 shares 35,527 $4.8M 0.01% -1,355 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,179 shares; 2024Q4: 110,639 shares; 2025Q1: 112,668 shares; 2025Q2: 114,874 shares; 2025Q3: 114,758 shares; 2025Q4: 105,492 shares 105,492 $4.8M 0.01% -9,266 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: 411,819 shares; 2024Q4: 121,255 shares; 2025Q1: 95,681 shares; 2025Q2: 109,284 shares; 2025Q3: 116,746 shares; 2025Q4: 121,544 shares 121,544 $4.79M 0.01% +4,798 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 8,483 shares; 2025Q1: 11,459 shares; 2025Q2: 14,527 shares; 2025Q3: 14,407 shares; 2025Q4: 14,909 shares 14,909 $4.77M 0.01% +502 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,956 shares; 2024Q4: 109,803 shares; 2025Q1: 40,604 shares; 2025Q2: 47,961 shares; 2025Q3: 50,750 shares; 2025Q4: 51,642 shares 51,642 $4.77M 0.01% +892 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,292 shares; 2024Q4: 57,786 shares; 2025Q1: 66,402 shares; 2025Q2: 63,282 shares; 2025Q3: 88,144 shares; 2025Q4: 70,769 shares 70,769 $4.76M 0.01% -17,375 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,516 shares; 2024Q4: 164,415 shares; 2025Q1: 179,703 shares; 2025Q2: 191,411 shares; 2025Q3: 189,995 shares; 2025Q4: 200,936 shares 200,936 $4.76M 0.01% +10,941 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,980 shares; 2024Q4: 297,550 shares; 2025Q1: 265,171 shares; 2025Q2: 160,797 shares; 2025Q3: 147,728 shares; 2025Q4: 143,560 shares 143,560 $4.74M 0.01% -4,168 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: 41,183 shares; 2024Q4: 41,787 shares; 2025Q1: 33,676 shares; 2025Q2: 29,782 shares; 2025Q3: 37,682 shares; 2025Q4: 58,586 shares 58,586 $4.73M 0.01% +20,904 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,932 shares; 2024Q4: 62,279 shares; 2025Q1: 61,155 shares; 2025Q2: 66,290 shares; 2025Q3: 65,042 shares; 2025Q4: 63,755 shares 63,755 $4.72M 0.01% -1,287 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,485 shares; 2024Q4: 28,511 shares; 2025Q1: 29,074 shares; 2025Q2: 29,255 shares; 2025Q3: 29,355 shares; 2025Q4: 29,460 shares 29,460 $4.72M 0.01% +105 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,302 shares; 2024Q4: 105,803 shares; 2025Q1: 107,181 shares; 2025Q2: 107,754 shares; 2025Q3: 104,735 shares; 2025Q4: 104,897 shares 104,897 $4.71M 0.01% +162 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,554 shares; 2025Q2: 144,064 shares; 2025Q3: 133,553 shares; 2025Q4: 144,984 shares 144,984 $4.71M 0.01% +11,431 Timeline JPEF 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: 5,977 shares; 2024Q4: 25,972 shares; 2025Q1: 41,418 shares; 2025Q2: 36,008 shares; 2025Q3: 49,694 shares; 2025Q4: 63,019 shares 63,019 $4.71M 0.01% +13,325 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,964 shares; 2024Q4: 80,156 shares; 2025Q1: 155,867 shares; 2025Q2: 156,440 shares; 2025Q3: 167,886 shares; 2025Q4: 170,586 shares 170,586 $4.71M 0.01% +2,700 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: 65,767 shares; 2024Q4: 65,929 shares; 2025Q1: 64,953 shares; 2025Q2: 61,135 shares; 2025Q3: 64,661 shares; 2025Q4: 64,700 shares 64,700 $4.7M 0.01% +39 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,047 shares; 2024Q4: 407,653 shares; 2025Q1: 521,955 shares; 2025Q2: 498,849 shares; 2025Q3: 525,268 shares; 2025Q4: 561,577 shares 561,577 $4.7M 0.01% +36,309 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,106 shares; 2025Q1: 11,295 shares; 2025Q2: 11,563 shares; 2025Q3: 79,711 shares; 2025Q4: 111,368 shares 111,368 $4.68M 0.01% +31,657 Timeline GJAN 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: 57,141 shares; 2024Q4: 44,705 shares; 2025Q1: 122,007 shares; 2025Q2: 119,473 shares; 2025Q3: 100,757 shares; 2025Q4: 108,809 shares 108,809 $4.66M 0.01% +8,052 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: 65,830 shares; 2025Q1: 83,895 shares; 2025Q2: 89,897 shares; 2025Q3: 102,812 shares; 2025Q4: 120,093 shares 120,093 $4.65M 0.01% +17,281 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,443 shares; 2024Q4: 23,934 shares; 2025Q1: 20,708 shares; 2025Q2: 21,355 shares; 2025Q3: 22,054 shares; 2025Q4: 20,494 shares 20,494 $4.61M 0.01% -1,560 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,703 shares; 2024Q4: 69,504 shares; 2025Q1: 90,144 shares; 2025Q2: 97,611 shares; 2025Q3: 106,228 shares; 2025Q4: 135,894 shares 135,894 $4.59M 0.01% +29,666 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,816 shares; 2024Q4: 108,552 shares; 2025Q1: 151,132 shares; 2025Q2: 180,788 shares; 2025Q3: 201,769 shares; 2025Q4: 206,499 shares 206,499 $4.59M 0.01% +4,730 Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,712 shares; 2024Q4: 171,299 shares; 2025Q1: 168,859 shares; 2025Q2: 141,325 shares; 2025Q3: 126,274 shares; 2025Q4: 118,351 shares 118,351 $4.58M 0.01% -7,923 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: 22,507 shares; 2024Q4: 21,693 shares; 2025Q1: 22,629 shares; 2025Q2: 22,823 shares; 2025Q3: 23,711 shares; 2025Q4: 22,671 shares 22,671 $4.57M 0.01% -1,040 Timeline IWN 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: 29,624 shares; 2024Q4: 28,725 shares; 2025Q1: 25,984 shares; 2025Q2: 23,635 shares; 2025Q3: 23,922 shares; 2025Q4: 25,210 shares 25,210 $4.57M 0.01% +1,288 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,469 shares; 2024Q4: 44,357 shares; 2025Q1: 45,452 shares; 2025Q2: 33,353 shares; 2025Q3: 40,960 shares; 2025Q4: 31,396 shares 31,396 $4.52M 0.01% -9,564 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 15,627 shares; 2025Q1: 54,938 shares; 2025Q2: 81,516 shares; 2025Q3: 108,280 shares; 2025Q4: 174,985 shares 174,985 $4.49M 0.01% +66,705 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,986 shares; 2025Q4: 174,844 shares 174,844 $4.48M 0.01% +36,858 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: 28,784 shares; 2024Q4: 28,730 shares; 2025Q1: 26,769 shares; 2025Q2: 22,546 shares; 2025Q3: 23,678 shares; 2025Q4: 24,125 shares 24,125 $4.48M 0.01% +447 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,961 shares; 2024Q4: 63,932 shares; 2025Q1: 59,736 shares; 2025Q2: 58,121 shares; 2025Q3: 57,702 shares; 2025Q4: 48,314 shares 48,314 $4.47M 0.01% -9,388 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 9,406 shares; 2025Q2: 29,613 shares; 2025Q3: 58,109 shares; 2025Q4: 96,422 shares 96,422 $4.44M 0.01% +38,313 Timeline EWQ 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: 124,666 shares; 2025Q2: 114,959 shares; 2025Q3: 114,508 shares; 2025Q4: 97,885 shares 97,885 $4.4M 0.01% -16,623 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,361 shares; 2024Q4: 141,649 shares; 2025Q1: 98,891 shares; 2025Q2: 90,849 shares; 2025Q3: 101,887 shares; 2025Q4: 100,522 shares 100,522 $4.39M 0.01% -1,365 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,990 shares; 2024Q4: 127,251 shares; 2025Q1: 101,780 shares; 2025Q2: 115,296 shares; 2025Q3: 118,804 shares; 2025Q4: 127,492 shares 127,492 $4.39M 0.01% +8,688 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,832 shares; 2024Q4: 42,219 shares; 2025Q1: 43,433 shares; 2025Q2: 44,332 shares; 2025Q3: 45,481 shares; 2025Q4: 42,873 shares 42,873 $4.39M 0.01% -2,608 Timeline SECT 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: 69,044 shares; 2024Q4: 70,410 shares; 2025Q1: 68,108 shares; 2025Q2: 64,475 shares; 2025Q3: 67,110 shares; 2025Q4: 67,946 shares 67,946 $4.38M 0.01% +836 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,976 shares; 2024Q4: 132,519 shares; 2025Q1: 130,008 shares; 2025Q2: 64,521 shares; 2025Q3: 91,818 shares; 2025Q4: 101,276 shares 101,276 $4.38M 0.01% +9,458 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,641 shares; 2025Q4: 43,660 shares 43,660 $4.38M 0.01% +29,019 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,818 shares; 2024Q4: 102,941 shares; 2025Q1: 120,503 shares; 2025Q2: 106,785 shares; 2025Q3: 105,153 shares; 2025Q4: 107,376 shares 107,376 $4.37M 0.01% +2,223 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: 23,783 shares; 2024Q4: 48,522 shares; 2025Q1: 89,549 shares; 2025Q2: 132,274 shares; 2025Q3: 161,348 shares; 2025Q4: 186,470 shares 186,470 $4.36M 0.01% +25,122 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,045 shares; 2024Q4: 18,094 shares; 2025Q1: 18,911 shares; 2025Q2: 20,272 shares; 2025Q3: 21,715 shares; 2025Q4: 21,987 shares 21,987 $4.35M 0.01% +272 Timeline STXE 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: 147,667 shares; 2024Q4: 145,976 shares; 2025Q1: 124,876 shares; 2025Q2: 124,160 shares; 2025Q3: 121,510 shares; 2025Q4: 121,087 shares 121,087 $4.35M 0.01% -423 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,650 shares; 2025Q1: 32,527 shares; 2025Q2: 155,350 shares; 2025Q3: 146,234 shares; 2025Q4: 145,015 shares 145,015 $4.35M 0.01% -1,219 Timeline