SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,775 shares; 2024Q4: 125,936 shares; 2025Q1: 123,262 shares; 2025Q2: 160,306 shares; 2025Q3: 176,439 shares; 2025Q4: 169,588 shares 169,588 $4.34M 0.01% -6,851 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,723 shares; 2024Q4: 139,792 shares; 2025Q1: 156,593 shares; 2025Q2: 145,915 shares; 2025Q3: 152,741 shares; 2025Q4: 160,168 shares 160,168 $4.34M 0.01% +7,427 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,518 shares; 2024Q4: 139,362 shares; 2025Q1: 95,085 shares; 2025Q2: 94,382 shares; 2025Q3: 98,403 shares; 2025Q4: 97,452 shares 97,452 $4.34M 0.01% -951 Timeline TCHP 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: 128,424 shares; 2024Q4: 114,013 shares; 2025Q1: 96,337 shares; 2025Q2: 99,201 shares; 2025Q3: 81,753 shares; 2025Q4: 86,520 shares 86,520 $4.31M 0.01% +4,767 Timeline DFEB 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: 93,918 shares; 2024Q4: 85,399 shares; 2025Q1: 89,080 shares; 2025Q2: 105,161 shares; 2025Q3: 93,874 shares; 2025Q4: 90,135 shares 90,135 $4.3M 0.01% -3,739 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,905 shares; 2024Q4: 214,465 shares; 2025Q1: 233,941 shares; 2025Q2: 202,780 shares; 2025Q3: 201,914 shares; 2025Q4: 216,270 shares 216,270 $4.3M 0.01% +14,356 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,272 shares; 2024Q4: 121,349 shares; 2025Q1: 125,064 shares; 2025Q2: 126,720 shares; 2025Q3: 138,173 shares; 2025Q4: 247,345 shares 247,345 $4.28M 0.01% +109,172 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,652 shares; 2024Q4: 20,059 shares; 2025Q1: 15,819 shares; 2025Q2: 15,362 shares; 2025Q3: 16,510 shares; 2025Q4: 16,496 shares 16,496 $4.28M 0.01% -14 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,490 shares; 2025Q1: 13,906 shares; 2025Q2: 23,010 shares; 2025Q3: 29,621 shares; 2025Q4: 25,727 shares 25,727 $4.28M 0.01% -3,894 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,068 shares; 2025Q4: 83,068 shares 83,068 $4.27M 0.01% 0 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,443 shares; 2024Q4: 77,725 shares; 2025Q1: 90,387 shares; 2025Q2: 89,416 shares; 2025Q3: 97,840 shares; 2025Q4: 84,900 shares 84,900 $4.27M 0.01% -12,940 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 19,904 shares; 2025Q2: 21,740 shares; 2025Q3: 38,763 shares; 2025Q4: 56,409 shares 56,409 $4.25M 0.01% +17,646 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,855 shares; 2024Q4: 15,403 shares; 2025Q1: 12,750 shares; 2025Q2: 28,826 shares; 2025Q3: 31,584 shares; 2025Q4: 15,015 shares 15,015 $4.25M 0.01% -16,569 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,904 shares; 2024Q4: 119,428 shares; 2025Q1: 123,756 shares; 2025Q2: 110,364 shares; 2025Q3: 112,298 shares; 2025Q4: 121,315 shares 121,315 $4.25M 0.01% +9,017 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,096 shares; 2024Q4: 56,566 shares; 2025Q1: 73,775 shares; 2025Q2: 83,401 shares; 2025Q3: 97,140 shares; 2025Q4: 95,690 shares 95,690 $4.24M 0.01% -1,450 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,078 shares; 2024Q4: 80,924 shares; 2025Q1: 95,574 shares; 2025Q2: 109,732 shares; 2025Q3: 138,659 shares; 2025Q4: 169,572 shares 169,572 $4.24M 0.01% +30,913 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,711 shares; 2025Q1: 12,062 shares; 2025Q2: 116,153 shares; 2025Q3: 121,878 shares; 2025Q4: 126,646 shares 126,646 $4.23M 0.01% +4,768 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,425 shares; 2024Q4: 27,082 shares; 2025Q1: 27,587 shares; 2025Q2: 30,042 shares; 2025Q3: 25,845 shares; 2025Q4: 25,336 shares 25,336 $4.22M 0.01% -509 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,112 shares; 2024Q4: 75,081 shares; 2025Q1: 65,107 shares; 2025Q2: 57,644 shares; 2025Q3: 44,937 shares; 2025Q4: 46,688 shares 46,688 $4.22M 0.01% +1,751 Timeline IGLB 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: 61,584 shares; 2024Q4: 121,924 shares; 2025Q1: 25,094 shares; 2025Q2: 24,649 shares; 2025Q3: 78,144 shares; 2025Q4: 83,551 shares 83,551 $4.21M 0.01% +5,407 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,020 shares; 2024Q4: 89,944 shares; 2025Q1: 71,407 shares; 2025Q2: 112,656 shares; 2025Q3: 112,393 shares; 2025Q4: 108,633 shares 108,633 $4.19M 0.01% -3,760 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,807 shares; 2025Q1: 3,222 shares; 2025Q2: 3,550 shares; 2025Q3: 3,410 shares; 2025Q4: 3,458 shares 3,458 $4.19M 0.01% +48 LONZ 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: 96,246 shares; 2024Q4: 98,413 shares; 2025Q1: 99,296 shares; 2025Q2: 84,706 shares; 2025Q3: 83,843 shares; 2025Q4: 83,312 shares 83,312 $4.19M 0.01% -531 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,044 shares; 2024Q4: 96,391 shares; 2025Q1: 79,469 shares; 2025Q2: 95,423 shares; 2025Q3: 77,132 shares; 2025Q4: 79,010 shares 79,010 $4.17M 0.01% +1,878 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 22,786 shares; 2025Q1: 27,215 shares; 2025Q2: 28,712 shares; 2025Q3: 30,569 shares; 2025Q4: 30,654 shares 30,654 $4.17M 0.01% +85 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,181 shares; 2025Q1: 6,703 shares; 2025Q2: 43,890 shares; 2025Q3: 50,415 shares; 2025Q4: 50,578 shares 50,578 $4.16M 0.01% +163 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,627 shares; 2025Q3: 190,443 shares; 2025Q4: 210,161 shares 210,161 $4.16M 0.01% +19,718 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 10,116 shares; 2025Q1: 9,352 shares; 2025Q2: 9,278 shares; 2025Q3: 13,062 shares; 2025Q4: 21,428 shares 21,428 $4.15M 0.01% +8,366 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 17,348 shares; 2025Q1: 17,540 shares; 2025Q2: 18,639 shares; 2025Q3: 18,506 shares; 2025Q4: 18,210 shares 18,210 $4.14M 0.01% -296 Timeline QGRW 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: 32,526 shares; 2024Q4: 63,975 shares; 2025Q1: 85,873 shares; 2025Q2: 83,573 shares; 2025Q3: 58,455 shares; 2025Q4: 70,587 shares 70,587 $4.14M 0.01% +12,132 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 37,816 shares; 2025Q3: 4,295 shares; 2025Q4: 60,144 shares 60,144 $4.13M 0.01% +55,849 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,170 shares; 2024Q4: 160,343 shares; 2025Q1: 175,196 shares; 2025Q2: 196,833 shares; 2025Q3: 186,174 shares; 2025Q4: 215,079 shares 215,079 $4.13M 0.01% +28,905 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,919 shares; 2024Q4: 113,496 shares; 2025Q1: 118,128 shares; 2025Q2: 119,795 shares; 2025Q3: 113,883 shares; 2025Q4: 113,378 shares 113,378 $4.11M 0.01% -505 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,479 shares 94,479 $4.11M 0.01% new Timeline NNOV 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: 152,375 shares; 2025Q1: 143,141 shares; 2025Q2: 136,870 shares; 2025Q3: 133,465 shares; 2025Q4: 143,211 shares 143,211 $4.11M 0.01% +9,746 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,645 shares; 2024Q4: 24,685 shares; 2025Q1: 25,410 shares; 2025Q2: 27,659 shares; 2025Q3: 31,608 shares; 2025Q4: 33,333 shares 33,333 $4.1M 0.01% +1,725 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,748 shares; 2025Q1: 1,743 shares; 2025Q2: 1,654 shares; 2025Q3: 1,776 shares; 2025Q4: 1,904 shares 1,904 $4.09M 0.01% +128 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,765 shares; 2024Q4: 303,506 shares; 2025Q1: 259,885 shares; 2025Q2: 238,758 shares; 2025Q3: 250,675 shares; 2025Q4: 238,687 shares 238,687 $4.08M 0.01% -11,988 Timeline QQA 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: not reported; 2024Q4: not reported; 2025Q1: 14,536 shares; 2025Q2: 51,976 shares; 2025Q3: 47,807 shares; 2025Q4: 76,858 shares 76,858 $4.08M 0.01% +29,051 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,945 shares; 2024Q4: 42,258 shares; 2025Q1: 40,549 shares; 2025Q2: 40,263 shares; 2025Q3: 38,053 shares; 2025Q4: 28,632 shares 28,632 $4.07M 0.01% -9,421 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,400 shares; 2025Q3: 6,649 shares; 2025Q4: 131,123 shares 131,123 $4.06M 0.01% +124,474 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,039 shares; 2024Q4: 69,180 shares; 2025Q1: 65,949 shares; 2025Q2: 70,097 shares; 2025Q3: 73,949 shares; 2025Q4: 59,416 shares 59,416 $4.05M 0.01% -14,533 Timeline KRE 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: 81,143 shares; 2024Q4: 44,344 shares; 2025Q1: 86,866 shares; 2025Q2: 42,003 shares; 2025Q3: 51,368 shares; 2025Q4: 62,380 shares 62,380 $4.04M 0.01% +11,012 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,903 shares; 2024Q4: 403,947 shares; 2025Q1: 464,721 shares; 2025Q2: 376,921 shares; 2025Q3: 380,967 shares; 2025Q4: 192,459 shares 192,459 $4.04M 0.01% -188,508 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,507 shares; 2025Q1: 34,328 shares; 2025Q2: 80,561 shares; 2025Q3: 176,687 shares; 2025Q4: 146,486 shares 146,486 $4.04M 0.01% -30,201 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,741 shares; 2024Q4: 75,390 shares; 2025Q1: 80,385 shares; 2025Q2: 69,604 shares; 2025Q3: 78,463 shares; 2025Q4: 100,002 shares 100,002 $4.02M 0.01% +21,539 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,841 shares; 2024Q4: 35,171 shares; 2025Q1: 30,263 shares; 2025Q2: 33,461 shares; 2025Q3: 34,205 shares; 2025Q4: 29,604 shares 29,604 $4.02M 0.01% -4,601 Timeline SFLR 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: 428,992 shares; 2024Q4: 112,788 shares; 2025Q1: 111,531 shares; 2025Q2: 101,082 shares; 2025Q3: 103,952 shares; 2025Q4: 108,827 shares 108,827 $4.01M 0.01% +4,875 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 21,629 shares; 2025Q1: 20,839 shares; 2025Q2: 23,476 shares; 2025Q3: 28,686 shares; 2025Q4: 30,132 shares 30,132 $3.99M 0.01% +1,446 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,360 shares; 2024Q4: 17,375 shares; 2025Q1: 16,545 shares; 2025Q2: 15,560 shares; 2025Q3: 15,571 shares; 2025Q4: 20,847 shares 20,847 $3.99M 0.01% +5,276 Timeline STXI EA SER TR More: the full row for EA SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,605 shares; 2024Q4: 187,095 shares; 2025Q1: 169,386 shares; 2025Q2: 148,513 shares; 2025Q3: 131,511 shares; 2025Q4: 127,768 shares 127,768 $3.98M 0.01% -3,743 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,267 shares; 2025Q1: 5,254 shares; 2025Q2: 7,805 shares; 2025Q3: 8,995 shares; 2025Q4: 55,717 shares 55,717 $3.98M 0.01% +46,722 Timeline BLOK 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: 69,951 shares; 2024Q4: 69,602 shares; 2025Q1: 63,931 shares; 2025Q2: 67,056 shares; 2025Q3: 81,377 shares; 2025Q4: 69,871 shares 69,871 $3.98M 0.01% -11,506 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,800 shares; 2024Q4: 55,419 shares; 2025Q1: 45,986 shares; 2025Q2: 44,570 shares; 2025Q3: 39,383 shares; 2025Q4: 31,530 shares 31,530 $3.97M 0.01% -7,853 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,400 shares; 2025Q1: 188,967 shares; 2025Q2: 179,066 shares; 2025Q3: 192,007 shares; 2025Q4: 178,918 shares 178,918 $3.96M 0.01% -13,089 Timeline YJUN 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: 100,317 shares; 2024Q4: 105,934 shares; 2025Q1: 101,463 shares; 2025Q2: 94,166 shares; 2025Q3: 162,446 shares; 2025Q4: 154,288 shares 154,288 $3.96M 0.01% -8,158 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 13,977 shares; 2025Q1: 19,710 shares; 2025Q2: 18,289 shares; 2025Q3: 19,218 shares; 2025Q4: 22,514 shares 22,514 $3.95M 0.01% +3,296 Timeline SYLD 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: 72,522 shares; 2024Q4: 74,775 shares; 2025Q1: 73,215 shares; 2025Q2: 62,138 shares; 2025Q3: 60,064 shares; 2025Q4: 56,837 shares 56,837 $3.95M 0.01% -3,227 Timeline AVUS 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: 66,807 shares; 2024Q4: 33,173 shares; 2025Q1: 34,801 shares; 2025Q2: 35,005 shares; 2025Q3: 35,824 shares; 2025Q4: 35,185 shares 35,185 $3.93M 0.01% -639 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,846 shares; 2024Q4: 87,967 shares; 2025Q1: 99,180 shares; 2025Q2: 98,934 shares; 2025Q3: 100,794 shares; 2025Q4: 79,909 shares 79,909 $3.93M 0.01% -20,885 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,256 shares; 2024Q4: 36,316 shares; 2025Q1: 41,929 shares; 2025Q2: 51,011 shares; 2025Q3: 79,983 shares; 2025Q4: 77,746 shares 77,746 $3.93M 0.01% -2,237 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,350 shares; 2024Q4: 86,320 shares; 2025Q1: 77,362 shares; 2025Q2: 79,450 shares; 2025Q3: 74,690 shares; 2025Q4: 58,401 shares 58,401 $3.92M 0.01% -16,289 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 125,666 shares; 2025Q3: 120,105 shares; 2025Q4: 110,703 shares 110,703 $3.92M 0.01% -9,402 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,504 shares; 2024Q4: 51,201 shares; 2025Q1: 54,107 shares; 2025Q2: 59,500 shares; 2025Q3: 98,416 shares; 2025Q4: 108,286 shares 108,286 $3.91M 0.01% +9,870 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,666 shares; 2024Q4: 133,031 shares; 2025Q1: 130,802 shares; 2025Q2: 263,133 shares; 2025Q3: 267,898 shares; 2025Q4: 228,329 shares 228,329 $3.91M 0.01% -39,569 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,099 shares; 2024Q4: 41,455 shares; 2025Q1: 66,910 shares; 2025Q2: 56,647 shares; 2025Q3: 58,975 shares; 2025Q4: 60,579 shares 60,579 $3.9M 0.01% +1,604 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,556 shares; 2024Q4: 173,963 shares; 2025Q1: 144,174 shares; 2025Q2: 94,460 shares; 2025Q3: 83,508 shares; 2025Q4: 82,114 shares 82,114 $3.9M 0.01% -1,394 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,634 shares; 2024Q4: 148,902 shares; 2025Q1: 69,807 shares; 2025Q2: 63,649 shares; 2025Q3: 73,722 shares; 2025Q4: 77,200 shares 77,200 $3.9M 0.01% +3,478 Timeline SEIX 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: 49,949 shares; 2024Q4: 126,336 shares; 2025Q1: 211,504 shares; 2025Q2: 174,147 shares; 2025Q3: 188,824 shares; 2025Q4: 166,724 shares 166,724 $3.89M 0.01% -22,100 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,496 shares; 2024Q4: 54,330 shares; 2025Q1: 42,330 shares; 2025Q2: 38,222 shares; 2025Q3: 40,535 shares; 2025Q4: 44,038 shares 44,038 $3.89M 0.01% +3,503 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,873 shares; 2024Q4: 85,845 shares; 2025Q1: 88,770 shares; 2025Q2: 88,621 shares; 2025Q3: 85,175 shares; 2025Q4: 82,681 shares 82,681 $3.87M 0.01% -2,494 Timeline AVIG 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: 65,706 shares; 2024Q4: 71,516 shares; 2025Q1: 73,438 shares; 2025Q2: 94,506 shares; 2025Q3: 90,506 shares; 2025Q4: 92,322 shares 92,322 $3.87M 0.01% +1,816 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,967 shares; 2024Q4: 58,119 shares; 2025Q1: 61,277 shares; 2025Q2: 61,913 shares; 2025Q3: 68,312 shares; 2025Q4: 63,637 shares 63,637 $3.84M 0.01% -4,675 Timeline DJUL 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: 58,563 shares; 2024Q4: 53,670 shares; 2025Q1: 51,088 shares; 2025Q2: 49,907 shares; 2025Q3: 81,218 shares; 2025Q4: 80,343 shares 80,343 $3.82M 0.01% -875 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,689 shares; 2024Q4: 48,842 shares; 2025Q1: 50,093 shares; 2025Q2: 48,028 shares; 2025Q3: 53,272 shares; 2025Q4: 55,828 shares 55,828 $3.82M 0.01% +2,556 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,458 shares; 2024Q4: 24,689 shares; 2025Q1: 24,115 shares; 2025Q2: 16,470 shares; 2025Q3: 16,399 shares; 2025Q4: 15,712 shares 15,712 $3.81M 0.01% -687 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,631 shares; 2024Q4: 66,115 shares; 2025Q1: 76,952 shares; 2025Q2: 77,789 shares; 2025Q3: 71,160 shares; 2025Q4: 69,243 shares 69,243 $3.8M 0.01% -1,917 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,281 shares; 2024Q4: 24,674 shares; 2025Q1: 32,751 shares; 2025Q2: 31,735 shares; 2025Q3: 30,662 shares; 2025Q4: 23,474 shares 23,474 $3.8M 0.01% -7,188 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,842 shares; 2024Q4: 470,244 shares; 2025Q1: 446,142 shares; 2025Q2: 409,402 shares; 2025Q3: 288,855 shares; 2025Q4: 242,574 shares 242,574 $3.8M 0.01% -46,281 Timeline VAW 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: 15,754 shares; 2024Q4: 13,901 shares; 2025Q1: 16,866 shares; 2025Q2: 17,557 shares; 2025Q3: 18,621 shares; 2025Q4: 18,302 shares 18,302 $3.8M 0.01% -319 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 4,330 shares; 2025Q1: 3,920 shares; 2025Q2: 3,905 shares; 2025Q3: 4,021 shares; 2025Q4: 4,890 shares 4,890 $3.77M 0.01% +869 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,096 shares; 2024Q4: 182,526 shares; 2025Q1: 193,154 shares; 2025Q2: 186,749 shares; 2025Q3: 137,184 shares; 2025Q4: 135,549 shares 135,549 $3.76M 0.01% -1,635 Timeline QJUN 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: 164,246 shares; 2024Q4: 137,876 shares; 2025Q1: 130,328 shares; 2025Q2: 118,785 shares; 2025Q3: 126,014 shares; 2025Q4: 117,852 shares 117,852 $3.75M 0.01% -8,162 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,230 shares; 2024Q4: 68,909 shares; 2025Q1: 84,092 shares; 2025Q2: 86,142 shares; 2025Q3: 195,126 shares; 2025Q4: 85,582 shares 85,582 $3.75M 0.01% -109,544 Timeline DHS 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: 28,479 shares; 2024Q4: 28,972 shares; 2025Q1: 47,775 shares; 2025Q2: 31,455 shares; 2025Q3: 34,045 shares; 2025Q4: 36,735 shares 36,735 $3.74M 0.01% +2,690 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,902 shares; 2024Q4: 20,830 shares; 2025Q1: 13,394 shares; 2025Q2: 10,684 shares; 2025Q3: 10,790 shares; 2025Q4: 53,089 shares 53,089 $3.74M 0.01% +42,299 Timeline FTXO 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: 34,992 shares; 2024Q4: 76,362 shares; 2025Q1: 86,657 shares; 2025Q2: 112,216 shares; 2025Q3: 190,239 shares; 2025Q4: 98,719 shares 98,719 $3.73M 0.01% -91,520 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,621 shares; 2024Q4: 14,989 shares; 2025Q1: 12,970 shares; 2025Q2: 15,044 shares; 2025Q3: 17,199 shares; 2025Q4: 20,192 shares 20,192 $3.73M 0.01% +2,993 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,631 shares; 2024Q4: 468,217 shares; 2025Q1: 443,128 shares; 2025Q2: 395,558 shares; 2025Q3: 348,985 shares; 2025Q4: 411,194 shares 411,194 $3.73M 0.01% +62,209 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,344 shares; 2024Q4: 91,167 shares; 2025Q1: 89,086 shares; 2025Q2: 82,169 shares; 2025Q3: 86,591 shares; 2025Q4: 92,818 shares 92,818 $3.73M 0.01% +6,227 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,774 shares; 2025Q4: 50,237 shares 50,237 $3.71M 0.01% +45,463 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,146 shares; 2024Q4: 40,593 shares; 2025Q1: 81,400 shares; 2025Q2: 46,527 shares; 2025Q3: 29,008 shares; 2025Q4: 136,891 shares 136,891 $3.7M 0.01% +107,883 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,942 shares; 2024Q4: 69,425 shares; 2025Q1: 62,135 shares; 2025Q2: 64,894 shares; 2025Q3: 72,547 shares; 2025Q4: 72,299 shares 72,299 $3.7M 0.01% -248 Timeline DAUG 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: 132,978 shares; 2024Q4: 118,199 shares; 2025Q1: 114,627 shares; 2025Q2: 93,456 shares; 2025Q3: 85,398 shares; 2025Q4: 83,215 shares 83,215 $3.69M 0.01% -2,183 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 6,774 shares; 2025Q1: 5,384 shares; 2025Q2: 5,029 shares; 2025Q3: 6,030 shares; 2025Q4: 6,098 shares 6,098 $3.69M 0.01% +68 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,300 shares; 2024Q4: 269,094 shares; 2025Q1: 272,239 shares; 2025Q2: 238,321 shares; 2025Q3: 252,149 shares; 2025Q4: 256,548 shares 256,548 $3.68M 0.01% +4,399 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,416 shares; 2024Q4: 43,921 shares; 2025Q1: 49,377 shares; 2025Q2: 52,316 shares; 2025Q3: 52,860 shares; 2025Q4: 54,880 shares 54,880 $3.68M 0.01% +2,020 Timeline TLTW 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: 222,373 shares; 2024Q4: 272,187 shares; 2025Q1: 363,391 shares; 2025Q2: 174,557 shares; 2025Q3: 172,514 shares; 2025Q4: 161,788 shares 161,788 $3.67M 0.01% -10,726 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,387 shares; 2025Q3: 62,942 shares; 2025Q4: 59,457 shares 59,457 $3.66M 0.01% -3,485 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,309 shares; 2024Q4: 228,988 shares; 2025Q1: 234,987 shares; 2025Q2: 231,937 shares; 2025Q3: 95,571 shares; 2025Q4: 94,841 shares 94,841 $3.66M 0.01% -730 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,988 shares; 2024Q4: 149,895 shares; 2025Q1: 186,582 shares; 2025Q2: 180,132 shares; 2025Q3: 176,828 shares; 2025Q4: 194,265 shares 194,265 $3.65M 0.01% +17,437 Timeline IPKW 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: 12,174 shares; 2024Q4: 16,653 shares; 2025Q1: 18,542 shares; 2025Q2: 18,962 shares; 2025Q3: 30,942 shares; 2025Q4: 65,637 shares 65,637 $3.65M 0.01% +34,695 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,690 shares; 2025Q2: 10,998 shares; 2025Q3: not reported; 2025Q4: 102,668 shares 102,668 $3.64M 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,744 shares; 2024Q4: 81,554 shares; 2025Q1: 92,272 shares; 2025Q2: 96,736 shares; 2025Q3: 101,151 shares; 2025Q4: 94,771 shares 94,771 $3.63M 0.01% -6,380 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 7,263 shares; 2025Q1: 35,839 shares; 2025Q2: 96,540 shares; 2025Q3: 98,233 shares; 2025Q4: 98,634 shares 98,634 $3.63M 0.01% +401 Timeline VFMV 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: 4,863 shares; 2024Q4: 26,197 shares; 2025Q1: 28,497 shares; 2025Q2: 28,695 shares; 2025Q3: 27,655 shares; 2025Q4: 27,820 shares 27,820 $3.63M 0.01% +165 Timeline FLBL 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: 79,734 shares; 2024Q4: 86,415 shares; 2025Q1: 99,757 shares; 2025Q2: 143,218 shares; 2025Q3: 153,634 shares; 2025Q4: 154,670 shares 154,670 $3.62M 0.01% +1,036 Timeline EVSM 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: 4,034 shares; 2024Q4: 11,924 shares; 2025Q1: 20,570 shares; 2025Q2: 49,083 shares; 2025Q3: 59,689 shares; 2025Q4: 71,879 shares 71,879 $3.62M 0.01% +12,190 Timeline PFXF 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: 166,982 shares; 2024Q4: 162,170 shares; 2025Q1: 163,490 shares; 2025Q2: 163,622 shares; 2025Q3: 193,234 shares; 2025Q4: 204,822 shares 204,822 $3.62M 0.01% +11,588 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,652 shares; 2025Q1: 82,559 shares; 2025Q2: 16,751 shares; 2025Q3: 43,082 shares; 2025Q4: 38,600 shares 38,600 $3.59M 0.01% -4,482 Timeline BDVL 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: 111,793 shares; 2025Q4: 144,314 shares 144,314 $3.58M 0.01% +32,521 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,480 shares; 2024Q4: 19,945 shares; 2025Q1: 26,265 shares; 2025Q2: 26,716 shares; 2025Q3: 26,829 shares; 2025Q4: 31,203 shares 31,203 $3.58M 0.01% +4,374 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,198 shares; 2025Q3: 18,625 shares; 2025Q4: 55,833 shares 55,833 $3.58M 0.01% +37,208 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,513 shares; 2024Q4: 25,159 shares; 2025Q1: 21,507 shares; 2025Q2: 22,521 shares; 2025Q3: 33,912 shares; 2025Q4: 52,969 shares 52,969 $3.57M 0.01% +19,057 Timeline EUDG 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: 300,340 shares; 2024Q4: 184,893 shares; 2025Q1: 158,547 shares; 2025Q2: 140,614 shares; 2025Q3: 99,469 shares; 2025Q4: 95,152 shares 95,152 $3.57M 0.01% -4,317 Timeline FJP 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: 25,489 shares; 2024Q4: 27,680 shares; 2025Q1: 29,735 shares; 2025Q2: 44,007 shares; 2025Q3: 53,342 shares; 2025Q4: 52,879 shares 52,879 $3.55M 0.01% -463 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 20,718 shares; 2025Q1: 20,289 shares; 2025Q2: 20,163 shares; 2025Q3: 28,050 shares; 2025Q4: 25,761 shares 25,761 $3.55M 0.01% -2,289 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,474 shares; 2024Q4: 13,799 shares; 2025Q1: 13,755 shares; 2025Q2: 13,443 shares; 2025Q3: 41,811 shares; 2025Q4: 107,563 shares 107,563 $3.55M 0.01% +65,752 Timeline TAXF 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: 95,339 shares; 2024Q4: 91,425 shares; 2025Q1: 85,518 shares; 2025Q2: 82,489 shares; 2025Q3: 80,667 shares; 2025Q4: 70,447 shares 70,447 $3.55M 0.01% -10,220 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,243 shares; 2024Q4: 26,924 shares; 2025Q1: 36,898 shares; 2025Q2: 47,861 shares; 2025Q3: 41,177 shares; 2025Q4: 42,379 shares 42,379 $3.54M 0.01% +1,202 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,338 shares; 2024Q4: 26,180 shares; 2025Q1: 31,551 shares; 2025Q2: 33,774 shares; 2025Q3: 29,797 shares; 2025Q4: 23,443 shares 23,443 $3.52M 0.01% -6,354 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,356 shares; 2024Q4: 27,623 shares; 2025Q1: 30,921 shares; 2025Q2: 33,492 shares; 2025Q3: 35,095 shares; 2025Q4: 31,491 shares 31,491 $3.52M 0.01% -3,604 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,527 shares; 2024Q4: 94,089 shares; 2025Q1: 93,387 shares; 2025Q2: 92,119 shares; 2025Q3: 88,111 shares; 2025Q4: 85,240 shares 85,240 $3.52M 0.01% -2,871 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 33,727 shares; 2025Q1: 31,942 shares; 2025Q2: 38,459 shares; 2025Q3: 25,248 shares; 2025Q4: 23,782 shares 23,782 $3.51M 0.01% -1,466 Timeline MISL 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: 53,149 shares; 2024Q4: 35,955 shares; 2025Q1: 35,339 shares; 2025Q2: 39,348 shares; 2025Q3: 48,167 shares; 2025Q4: 82,072 shares 82,072 $3.51M 0.01% +33,905 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,708 shares; 2024Q4: 84,800 shares; 2025Q1: 88,298 shares; 2025Q2: 91,696 shares; 2025Q3: 97,605 shares; 2025Q4: 95,862 shares 95,862 $3.51M 0.01% -1,743 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,280 shares; 2024Q4: 26,909 shares; 2025Q1: 25,226 shares; 2025Q2: 25,712 shares; 2025Q3: 36,555 shares; 2025Q4: 34,145 shares 34,145 $3.5M 0.01% -2,410 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,484 shares; 2024Q4: 72,207 shares; 2025Q1: 71,529 shares; 2025Q2: 75,590 shares; 2025Q3: 61,880 shares; 2025Q4: 60,732 shares 60,732 $3.5M 0.01% -1,148 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 24,064 shares; 2025Q2: 31,176 shares; 2025Q3: 33,501 shares; 2025Q4: 122,508 shares 122,508 $3.47M 0.01% +89,007 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,328 shares; 2025Q2: 17,103 shares; 2025Q3: 90,723 shares; 2025Q4: 97,026 shares 97,026 $3.47M 0.01% +6,303 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,432 shares; 2024Q4: 81,921 shares; 2025Q1: 379,018 shares; 2025Q2: 252,138 shares; 2025Q3: 302,594 shares; 2025Q4: 332,815 shares 332,815 $3.47M 0.01% +30,221 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,739 shares; 2024Q4: 66,920 shares; 2025Q1: 65,940 shares; 2025Q2: 59,542 shares; 2025Q3: 201,653 shares; 2025Q4: 561,852 shares 561,852 $3.47M 0.01% +360,199 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,517 shares; 2024Q4: 97,569 shares; 2025Q1: 93,686 shares; 2025Q2: 61,293 shares; 2025Q3: 67,970 shares; 2025Q4: 65,467 shares 65,467 $3.47M 0.01% -2,503 Timeline MODL 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: 8,659 shares; 2024Q4: 8,459 shares; 2025Q1: 8,175 shares; 2025Q2: 8,283 shares; 2025Q3: 9,230 shares; 2025Q4: 72,913 shares 72,913 $3.46M 0.01% +63,683 Timeline EMLC 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: 67,491 shares; 2024Q4: 81,016 shares; 2025Q1: 81,304 shares; 2025Q2: 74,099 shares; 2025Q3: 74,739 shares; 2025Q4: 134,007 shares 134,007 $3.46M 0.01% +59,268 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,262 shares; 2024Q4: 46,115 shares; 2025Q1: 46,708 shares; 2025Q2: 45,082 shares; 2025Q3: 48,328 shares; 2025Q4: 49,795 shares 49,795 $3.46M 0.01% +1,467 Timeline USTB 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: 41,892 shares; 2024Q4: 46,801 shares; 2025Q1: 54,917 shares; 2025Q2: 58,391 shares; 2025Q3: 63,527 shares; 2025Q4: 67,863 shares 67,863 $3.45M 0.01% +4,336 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 5,201 shares; 2025Q1: 4,639 shares; 2025Q2: 5,000 shares; 2025Q3: 5,185 shares; 2025Q4: 5,091 shares 5,091 $3.44M 0.01% -94 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: 13,547 shares; 2025Q1: 18,591 shares; 2025Q2: 66,583 shares; 2025Q3: 66,987 shares; 2025Q4: 86,721 shares 86,721 $3.44M 0.01% +19,734 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,322 shares; 2024Q4: 446,237 shares; 2025Q1: 481,711 shares; 2025Q2: 471,113 shares; 2025Q3: 456,630 shares; 2025Q4: 423,675 shares 423,675 $3.44M 0.01% -32,955 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,674 shares; 2025Q1: 107,047 shares; 2025Q2: 93,748 shares; 2025Q3: 114,467 shares; 2025Q4: 120,168 shares 120,168 $3.43M 0.01% +5,701 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,263 shares; 2024Q4: 23,805 shares; 2025Q1: 30,802 shares; 2025Q2: 42,087 shares; 2025Q3: 47,656 shares; 2025Q4: 44,810 shares 44,810 $3.43M 0.01% -2,846 Timeline ACWV 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: 40,167 shares; 2024Q4: 39,665 shares; 2025Q1: 37,946 shares; 2025Q2: 35,307 shares; 2025Q3: 29,334 shares; 2025Q4: 28,714 shares 28,714 $3.41M 0.01% -620 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,538 shares; 2024Q4: 101,289 shares; 2025Q1: 94,962 shares; 2025Q2: 122,128 shares; 2025Q3: 124,171 shares; 2025Q4: 120,572 shares 120,572 $3.41M 0.01% -3,599 Timeline SMIG 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: 34,041 shares; 2024Q4: 42,000 shares; 2025Q1: 71,870 shares; 2025Q2: 79,749 shares; 2025Q3: 120,523 shares; 2025Q4: 118,118 shares 118,118 $3.4M 0.01% -2,405 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,753 shares; 2024Q4: 26,860 shares; 2025Q1: 42,978 shares; 2025Q2: 46,247 shares; 2025Q3: 47,253 shares; 2025Q4: 42,607 shares 42,607 $3.39M 0.01% -4,646 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,781 shares; 2024Q4: 74,235 shares; 2025Q1: 75,890 shares; 2025Q2: 49,990 shares; 2025Q3: 56,876 shares; 2025Q4: 48,973 shares 48,973 $3.39M 0.01% -7,903 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,271 shares; 2024Q4: 62,454 shares; 2025Q1: 71,333 shares; 2025Q2: 75,236 shares; 2025Q3: 78,608 shares; 2025Q4: 75,784 shares 75,784 $3.39M 0.01% -2,824 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,949 shares; 2024Q4: 41,738 shares; 2025Q1: 41,159 shares; 2025Q2: 78,615 shares; 2025Q3: 81,550 shares; 2025Q4: 81,367 shares 81,367 $3.38M 0.01% -183 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,942 shares; 2024Q4: 13,303 shares; 2025Q1: 14,489 shares; 2025Q2: 12,677 shares; 2025Q3: 14,145 shares; 2025Q4: 18,348 shares 18,348 $3.38M 0.01% +4,203 Timeline FELV 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: 73,608 shares; 2024Q4: 87,393 shares; 2025Q1: 100,874 shares; 2025Q2: 107,080 shares; 2025Q3: 106,644 shares; 2025Q4: 97,342 shares 97,342 $3.37M 0.01% -9,302 Timeline FDIS 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: 37,318 shares; 2024Q4: 36,430 shares; 2025Q1: 35,499 shares; 2025Q2: 32,439 shares; 2025Q3: 30,233 shares; 2025Q4: 32,846 shares 32,846 $3.36M 0.01% +2,613 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,934 shares; 2025Q3: 63,068 shares; 2025Q4: 194,983 shares 194,983 $3.35M 0.01% +131,915 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,548 shares; 2025Q1: 5,315 shares; 2025Q2: 8,584 shares; 2025Q3: 9,389 shares; 2025Q4: 9,777 shares 9,777 $3.33M 0.01% +388 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,028 shares; 2024Q4: 59,857 shares; 2025Q1: 55,375 shares; 2025Q2: 48,311 shares; 2025Q3: 56,667 shares; 2025Q4: 64,326 shares 64,326 $3.32M 0.01% +7,659 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,266 shares; 2024Q4: 67,843 shares; 2025Q1: 63,360 shares; 2025Q2: 61,620 shares; 2025Q3: 61,085 shares; 2025Q4: 61,705 shares 61,705 $3.31M 0.01% +620 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,561 shares; 2024Q4: 37,974 shares; 2025Q1: 66,906 shares; 2025Q2: 49,038 shares; 2025Q3: 76,010 shares; 2025Q4: 43,180 shares 43,180 $3.31M 0.01% -32,830 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,997 shares; 2024Q4: 47,067 shares; 2025Q1: 46,717 shares; 2025Q2: 46,894 shares; 2025Q3: 47,035 shares; 2025Q4: 45,649 shares 45,649 $3.31M 0.01% -1,386 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,896 shares; 2025Q3: 29,706 shares; 2025Q4: 64,983 shares 64,983 $3.31M 0.01% +35,277 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 15,724 shares; 2025Q1: 14,311 shares; 2025Q2: 15,491 shares; 2025Q3: 15,477 shares; 2025Q4: 16,029 shares 16,029 $3.31M 0.01% +552 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,265 shares; 2025Q1: 12,994 shares; 2025Q2: 13,910 shares; 2025Q3: 18,185 shares; 2025Q4: 14,807 shares 14,807 $3.3M 0.01% -3,378 Timeline GOLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,692 shares; 2025Q3: 90,623 shares; 2025Q4: 94,365 shares 94,365 $3.3M 0.01% +3,742 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,309 shares; 2024Q4: 14,563 shares; 2025Q1: 16,491 shares; 2025Q2: 18,660 shares; 2025Q3: 20,046 shares; 2025Q4: 19,841 shares 19,841 $3.29M 0.01% -205 Timeline FVAL 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: 36,719 shares; 2024Q4: 37,650 shares; 2025Q1: 34,601 shares; 2025Q2: 43,647 shares; 2025Q3: 43,495 shares; 2025Q4: 45,262 shares 45,262 $3.27M 0.01% +1,767 Timeline PJUN 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: 138,690 shares; 2024Q4: 136,558 shares; 2025Q1: 76,063 shares; 2025Q2: 91,125 shares; 2025Q3: 83,924 shares; 2025Q4: 78,014 shares 78,014 $3.27M 0.01% -5,910 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,289 shares; 2024Q4: 64,382 shares; 2025Q1: 69,156 shares; 2025Q2: 70,050 shares; 2025Q3: 70,969 shares; 2025Q4: 72,560 shares 72,560 $3.27M 0.01% +1,591 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,985 shares; 2024Q4: 106,094 shares; 2025Q1: 60,937 shares; 2025Q2: 59,090 shares; 2025Q3: 56,013 shares; 2025Q4: 59,396 shares 59,396 $3.26M 0.01% +3,383 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,031 shares; 2024Q4: 278,637 shares; 2025Q1: 252,815 shares; 2025Q2: 171,461 shares; 2025Q3: 125,789 shares; 2025Q4: 120,030 shares 120,030 $3.24M 0.01% -5,759 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 17,833 shares; 2025Q1: 20,413 shares; 2025Q2: 8,321 shares; 2025Q3: 21,266 shares; 2025Q4: 20,559 shares 20,559 $3.24M 0.01% -707 Timeline IDHQ 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: 57,940 shares; 2024Q4: 62,992 shares; 2025Q1: 66,418 shares; 2025Q2: 74,719 shares; 2025Q3: 92,652 shares; 2025Q4: 92,158 shares 92,158 $3.24M 0.01% -494 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,512 shares; 2024Q4: 238,637 shares; 2025Q1: 379,637 shares; 2025Q2: 553,437 shares; 2025Q3: 661,437 shares; 2025Q4: 484,437 shares 484,437 $3.24M 0.01% -177,000 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 8,456 shares; 2025Q1: 8,436 shares; 2025Q2: 7,887 shares; 2025Q3: 8,984 shares; 2025Q4: 9,127 shares 9,127 $3.22M 0.01% +143 Timeline FFLG 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: 78,900 shares; 2024Q4: 95,755 shares; 2025Q1: 99,962 shares; 2025Q2: 96,072 shares; 2025Q3: 99,799 shares; 2025Q4: 107,404 shares 107,404 $3.22M 0.01% +7,605 Timeline EDOW 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: 59,814 shares; 2024Q4: 214,540 shares; 2025Q1: 678,806 shares; 2025Q2: 197,063 shares; 2025Q3: 77,268 shares; 2025Q4: 77,799 shares 77,799 $3.21M 0.01% +531 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 15,926 shares; 2025Q1: 24,669 shares; 2025Q2: 48,791 shares; 2025Q3: 36,561 shares; 2025Q4: 36,936 shares 36,936 $3.21M 0.01% +375 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,737 shares; 2024Q4: 38,085 shares; 2025Q1: 38,788 shares; 2025Q2: 37,930 shares; 2025Q3: 43,190 shares; 2025Q4: 37,033 shares 37,033 $3.19M 0.01% -6,157 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,431 shares; 2024Q4: 55,727 shares; 2025Q1: 57,339 shares; 2025Q2: 47,814 shares; 2025Q3: 65,803 shares; 2025Q4: 66,994 shares 66,994 $3.19M 0.01% +1,191 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,550 shares; 2024Q4: 33,859 shares; 2025Q1: 32,023 shares; 2025Q2: 29,484 shares; 2025Q3: 28,500 shares; 2025Q4: 28,776 shares 28,776 $3.19M 0.01% +276 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,661 shares; 2024Q4: 108,297 shares; 2025Q1: 107,476 shares; 2025Q2: 79,922 shares; 2025Q3: 76,105 shares; 2025Q4: 71,377 shares 71,377 $3.19M 0.01% -4,728 Timeline TDVI 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: 25,967 shares; 2024Q4: 34,759 shares; 2025Q1: 36,500 shares; 2025Q2: 33,388 shares; 2025Q3: 35,823 shares; 2025Q4: 114,891 shares 114,891 $3.19M 0.01% +79,068 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,151 shares; 2024Q4: 15,536 shares; 2025Q1: 16,231 shares; 2025Q2: 15,590 shares; 2025Q3: 15,603 shares; 2025Q4: 16,247 shares 16,247 $3.17M 0.01% +644 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,144 shares; 2024Q4: 32,377 shares; 2025Q1: 29,807 shares; 2025Q2: 24,371 shares; 2025Q3: 25,107 shares; 2025Q4: 26,983 shares 26,983 $3.16M 0.01% +1,876 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,030 shares; 2024Q4: 84,619 shares; 2025Q1: 84,795 shares; 2025Q2: 60,860 shares; 2025Q3: 57,444 shares; 2025Q4: 55,832 shares 55,832 $3.16M 0.01% -1,612 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,500 shares; 2024Q4: 162,106 shares; 2025Q1: 153,147 shares; 2025Q2: 164,755 shares; 2025Q3: 167,468 shares; 2025Q4: 167,690 shares 167,690 $3.16M 0.01% +222 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 9,694 shares; 2025Q1: 9,486 shares; 2025Q2: 9,327 shares; 2025Q3: 9,252 shares; 2025Q4: 10,915 shares 10,915 $3.15M 0.01% +1,663 Timeline TDVG 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: 29,912 shares; 2024Q4: 31,899 shares; 2025Q1: 50,670 shares; 2025Q2: 57,224 shares; 2025Q3: 59,002 shares; 2025Q4: 69,965 shares 69,965 $3.15M 0.01% +10,963 Timeline DUKQ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,541 shares; 2025Q1: 123,549 shares; 2025Q2: 148,781 shares; 2025Q3: 158,728 shares; 2025Q4: 112,502 shares 112,502 $3.13M 0.01% -46,226 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,125 shares; 2024Q4: 471,456 shares; 2025Q1: 443,044 shares; 2025Q2: 366,940 shares; 2025Q3: 303,558 shares; 2025Q4: 495,722 shares 495,722 $3.11M 0.01% +192,164 Timeline PMAY 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: 77,249 shares; 2024Q4: 68,714 shares; 2025Q1: 66,027 shares; 2025Q2: 77,621 shares; 2025Q3: 77,826 shares; 2025Q4: 78,604 shares 78,604 $3.11M 0.01% +778 Timeline QDEC 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: 122,725 shares; 2024Q4: 122,013 shares; 2025Q1: 129,118 shares; 2025Q2: 112,326 shares; 2025Q3: 101,866 shares; 2025Q4: 95,516 shares 95,516 $3.11M 0.01% -6,350 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,065 shares; 2024Q4: 118,779 shares; 2025Q1: 98,106 shares; 2025Q2: 96,562 shares; 2025Q3: 106,797 shares; 2025Q4: 99,849 shares 99,849 $3.11M 0.01% -6,948 Timeline PNOV 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: 54,117 shares; 2024Q4: 69,042 shares; 2025Q1: 65,382 shares; 2025Q2: 65,841 shares; 2025Q3: 71,171 shares; 2025Q4: 74,192 shares 74,192 $3.1M 0.01% +3,021 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,065 shares; 2024Q4: 82,107 shares; 2025Q1: 81,740 shares; 2025Q2: 92,782 shares; 2025Q3: 96,204 shares; 2025Q4: 102,223 shares 102,223 $3.09M 0.01% +6,019 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,580 shares; 2024Q4: 74,288 shares; 2025Q1: 42,012 shares; 2025Q2: 47,941 shares; 2025Q3: 52,894 shares; 2025Q4: 59,742 shares 59,742 $3.09M 0.01% +6,848 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,661 shares; 2024Q4: 248,549 shares; 2025Q1: 213,592 shares; 2025Q2: 103,903 shares; 2025Q3: 114,899 shares; 2025Q4: 126,351 shares 126,351 $3.07M 0.01% +11,452 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 7,450 shares; 2025Q1: 7,748 shares; 2025Q2: 7,781 shares; 2025Q3: 7,014 shares; 2025Q4: 7,304 shares 7,304 $3.06M 0.01% +290 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 1,847 shares; 2025Q1: 3,664 shares; 2025Q2: 4,963 shares; 2025Q3: 10,355 shares; 2025Q4: 5,547 shares 5,547 $3.06M 0.01% -4,808 Timeline USD 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: 3,320 shares; 2024Q4: 6,486 shares; 2025Q1: 7,096 shares; 2025Q2: 6,734 shares; 2025Q3: 6,576 shares; 2025Q4: 58,213 shares 58,213 $3.06M 0.01% +51,637 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 30,512 shares; 2025Q1: 28,216 shares; 2025Q2: 33,330 shares; 2025Q3: 46,132 shares; 2025Q4: 36,370 shares 36,370 $3.04M 0.01% -9,762 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,984 shares; 2024Q4: 153,798 shares; 2025Q1: 164,392 shares; 2025Q2: 184,590 shares; 2025Q3: 209,557 shares; 2025Q4: 214,349 shares 214,349 $3.04M 0.01% +4,792 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,924 shares; 2024Q4: 54,784 shares; 2025Q1: 58,290 shares; 2025Q2: 64,601 shares; 2025Q3: 63,562 shares; 2025Q4: 63,871 shares 63,871 $3.03M 0.01% +309 Timeline VCEB 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: 32,054 shares; 2024Q4: 32,594 shares; 2025Q1: 32,176 shares; 2025Q2: 33,191 shares; 2025Q3: 35,911 shares; 2025Q4: 47,569 shares 47,569 $3.03M 0.01% +11,658 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,536 shares; 2024Q4: 42,663 shares; 2025Q1: 84,263 shares; 2025Q2: 88,393 shares; 2025Q3: 84,353 shares; 2025Q4: 96,991 shares 96,991 $3.03M 0.01% +12,638 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,460 shares; 2024Q4: 13,349 shares; 2025Q1: 13,578 shares; 2025Q2: 14,544 shares; 2025Q3: 17,420 shares; 2025Q4: 20,995 shares 20,995 $3.03M 0.01% +3,575 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,234 shares; 2024Q4: 91,741 shares; 2025Q1: 93,097 shares; 2025Q2: 94,435 shares; 2025Q3: 99,160 shares; 2025Q4: 87,556 shares 87,556 $3.02M 0.01% -11,604 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,812 shares; 2024Q4: 215,606 shares; 2025Q1: 170,890 shares; 2025Q2: 170,863 shares; 2025Q3: 196,439 shares; 2025Q4: 183,728 shares 183,728 $3.02M 0.01% -12,711 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,407 shares; 2024Q4: 468,412 shares; 2025Q1: 464,097 shares; 2025Q2: 485,176 shares; 2025Q3: 536,952 shares; 2025Q4: 603,835 shares 603,835 $3.02M 0.01% +66,883 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,985 shares; 2024Q4: 354,022 shares; 2025Q1: 408,182 shares; 2025Q2: 656,930 shares; 2025Q3: 671,570 shares; 2025Q4: 688,970 shares 688,970 $3.02M 0.01% +17,400 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,754 shares; 2024Q4: 96,962 shares; 2025Q1: 113,770 shares; 2025Q2: 117,273 shares; 2025Q3: 131,973 shares; 2025Q4: 144,916 shares 144,916 $3.02M 0.01% +12,943 Timeline FLDR 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: 54,043 shares; 2024Q4: 77,895 shares; 2025Q1: 73,229 shares; 2025Q2: 71,862 shares; 2025Q3: 64,379 shares; 2025Q4: 60,002 shares 60,002 $3.01M 0.01% -4,377 Timeline FNY 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: 81,427 shares; 2024Q4: 17,759 shares; 2025Q1: 18,630 shares; 2025Q2: 18,995 shares; 2025Q3: 32,612 shares; 2025Q4: 32,991 shares 32,991 $3.01M 0.01% +379 Timeline MINO 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: 93,530 shares; 2024Q4: 106,571 shares; 2025Q1: 102,827 shares; 2025Q2: 85,456 shares; 2025Q3: 69,571 shares; 2025Q4: 66,230 shares 66,230 $3M 0.01% -3,341 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,720 shares 36,720 $3M 0.01% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,331 shares; 2024Q4: 32,863 shares; 2025Q1: 17,953 shares; 2025Q2: 23,269 shares; 2025Q3: 24,363 shares; 2025Q4: 58,472 shares 58,472 $3M 0.01% +34,109 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,827 shares; 2024Q4: 406,448 shares; 2025Q1: 421,383 shares; 2025Q2: 314,516 shares; 2025Q3: 387,083 shares; 2025Q4: 343,774 shares 343,774 $2.99M 0.01% -43,309 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,328 shares; 2024Q4: 160,333 shares; 2025Q1: 120,099 shares; 2025Q2: 115,224 shares; 2025Q3: 118,017 shares; 2025Q4: 124,247 shares 124,247 $2.98M 0.01% +6,230 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,158 shares; 2024Q4: 116,823 shares; 2025Q1: 129,282 shares; 2025Q2: 129,458 shares; 2025Q3: 210,071 shares; 2025Q4: 311,828 shares 311,828 $2.98M 0.01% +101,757 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,239 shares; 2024Q4: 99,813 shares; 2025Q1: 95,395 shares; 2025Q2: 88,430 shares; 2025Q3: 80,734 shares; 2025Q4: 83,753 shares 83,753 $2.97M 0.01% +3,019 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,206 shares; 2024Q4: 254,463 shares; 2025Q1: 254,508 shares; 2025Q2: 260,911 shares; 2025Q3: 257,831 shares; 2025Q4: 240,551 shares 240,551 $2.97M 0.01% -17,280 Timeline SDIV 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: 83,100 shares; 2024Q4: 89,296 shares; 2025Q1: 116,390 shares; 2025Q2: 120,288 shares; 2025Q3: 115,428 shares; 2025Q4: 123,465 shares 123,465 $2.97M 0.01% +8,037 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,053 shares; 2025Q1: 88,190 shares; 2025Q2: 81,182 shares; 2025Q3: 81,646 shares; 2025Q4: 99,226 shares 99,226 $2.96M 0.01% +17,580 Timeline JULW 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: 118,351 shares; 2024Q4: 76,466 shares; 2025Q1: 71,976 shares; 2025Q2: 69,912 shares; 2025Q3: 76,379 shares; 2025Q4: 75,436 shares 75,436 $2.95M 0.01% -943 Timeline BDGS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,805 shares; 2025Q2: 38,988 shares; 2025Q3: 41,656 shares; 2025Q4: 84,972 shares 84,972 $2.95M 0.01% +43,316 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 21,357 shares; 2025Q1: 33,181 shares; 2025Q2: 43,633 shares; 2025Q3: 44,210 shares; 2025Q4: 25,888 shares 25,888 $2.94M 0.01% -18,322 Timeline FENY 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: 126,924 shares; 2024Q4: 131,467 shares; 2025Q1: 133,304 shares; 2025Q2: 126,908 shares; 2025Q3: 117,818 shares; 2025Q4: 118,530 shares 118,530 $2.94M 0.01% +712 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,060 shares; 2024Q4: 49,956 shares; 2025Q1: 41,403 shares; 2025Q2: 65,587 shares; 2025Q3: 45,226 shares; 2025Q4: 47,320 shares 47,320 $2.92M 0.01% +2,094 Timeline QSPT 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: 124,599 shares; 2024Q4: 131,496 shares; 2025Q1: 134,592 shares; 2025Q2: 91,707 shares; 2025Q3: 98,429 shares; 2025Q4: 92,211 shares 92,211 $2.92M 0.01% -6,218 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,892 shares; 2024Q4: 172,642 shares; 2025Q1: 233,356 shares; 2025Q2: 203,808 shares; 2025Q3: 247,185 shares; 2025Q4: 219,710 shares 219,710 $2.92M 0.01% -27,475 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,277 shares; 2024Q4: 176,890 shares; 2025Q1: 176,813 shares; 2025Q2: 153,564 shares; 2025Q3: 149,971 shares; 2025Q4: 151,834 shares 151,834 $2.92M 0.01% +1,863 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 15,729 shares; 2025Q1: 17,402 shares; 2025Q2: 16,032 shares; 2025Q3: 16,709 shares; 2025Q4: 16,292 shares 16,292 $2.91M 0.01% -417 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,810 shares; 2024Q4: 43,656 shares; 2025Q1: 45,062 shares; 2025Q2: 41,294 shares; 2025Q3: 42,388 shares; 2025Q4: 71,066 shares 71,066 $2.91M 0.01% +28,678 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,800 shares; 2024Q4: 41,582 shares; 2025Q1: 45,973 shares; 2025Q2: 45,593 shares; 2025Q3: 45,872 shares; 2025Q4: 38,352 shares 38,352 $2.91M 0.01% -7,520 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,281 shares; 2024Q4: 269,989 shares; 2025Q1: 268,775 shares; 2025Q2: 285,852 shares; 2025Q3: 237,023 shares; 2025Q4: 202,068 shares 202,068 $2.9M 0.01% -34,955 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,860 shares; 2024Q4: 13,637 shares; 2025Q1: 13,809 shares; 2025Q2: 28,323 shares; 2025Q3: 35,304 shares; 2025Q4: 76,080 shares 76,080 $2.9M 0.01% +40,776 Timeline IXC 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: 100,692 shares; 2024Q4: 78,036 shares; 2025Q1: 55,210 shares; 2025Q2: 49,556 shares; 2025Q3: 82,121 shares; 2025Q4: 69,000 shares 69,000 $2.89M 0.01% -13,121 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,095 shares; 2024Q4: 19,362 shares; 2025Q1: 25,864 shares; 2025Q2: 30,224 shares; 2025Q3: 30,367 shares; 2025Q4: 28,442 shares 28,442 $2.89M 0.01% -1,925 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,961 shares; 2024Q4: 299,775 shares; 2025Q1: 306,880 shares; 2025Q2: 285,457 shares; 2025Q3: 296,735 shares; 2025Q4: 261,327 shares 261,327 $2.89M 0.01% -35,408 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,547 shares; 2024Q4: 89,660 shares; 2025Q1: 41,233 shares; 2025Q2: 42,958 shares; 2025Q3: 36,500 shares; 2025Q4: 33,460 shares 33,460 $2.88M 0.01% -3,040 Timeline SKOR 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: 7,117 shares; 2024Q4: 17,496 shares; 2025Q1: 16,942 shares; 2025Q2: 54,100 shares; 2025Q3: 57,085 shares; 2025Q4: 58,668 shares 58,668 $2.88M 0.01% +1,583 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,639 shares; 2024Q4: 61,692 shares; 2025Q1: 56,011 shares; 2025Q2: 54,029 shares; 2025Q3: 54,412 shares; 2025Q4: 43,564 shares 43,564 $2.88M 0.01% -10,848 Timeline HFSI 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: not reported; 2025Q2: not reported; 2025Q3: 72,072 shares; 2025Q4: 81,153 shares 81,153 $2.88M 0.01% +9,081 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,281 shares; 2024Q4: 45,988 shares; 2025Q1: 51,892 shares; 2025Q2: 54,635 shares; 2025Q3: 55,715 shares; 2025Q4: 55,885 shares 55,885 $2.88M 0.01% +170 Timeline TOUS 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: 7,484 shares; 2024Q4: 10,439 shares; 2025Q1: 36,157 shares; 2025Q2: 42,353 shares; 2025Q3: 48,294 shares; 2025Q4: 83,209 shares 83,209 $2.87M 0.01% +34,915 Timeline SRVR 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: 126,040 shares; 2024Q4: 79,644 shares; 2025Q1: 95,459 shares; 2025Q2: 72,179 shares; 2025Q3: 91,739 shares; 2025Q4: 99,979 shares 99,979 $2.86M 0.01% +8,240 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,862 shares; 2024Q4: 104,784 shares; 2025Q1: 59,580 shares; 2025Q2: 59,455 shares; 2025Q3: 68,899 shares; 2025Q4: 47,670 shares 47,670 $2.86M 0.01% -21,229 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,987 shares; 2024Q4: 38,841 shares; 2025Q1: 37,917 shares; 2025Q2: 27,473 shares; 2025Q3: 34,340 shares; 2025Q4: 41,690 shares 41,690 $2.86M 0.01% +7,350 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,193 shares; 2024Q4: 235,711 shares; 2025Q1: 241,993 shares; 2025Q2: 239,956 shares; 2025Q3: 256,134 shares; 2025Q4: 237,858 shares 237,858 $2.86M 0.01% -18,276 Timeline TDV 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: 59,118 shares; 2024Q4: 49,867 shares; 2025Q1: 56,463 shares; 2025Q2: 56,762 shares; 2025Q3: 55,785 shares; 2025Q4: 33,005 shares 33,005 $2.86M 0.01% -22,780 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,113 shares; 2024Q4: 28,703 shares; 2025Q1: 28,785 shares; 2025Q2: 35,786 shares; 2025Q3: 36,344 shares; 2025Q4: 36,891 shares 36,891 $2.85M 0.01% +547 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,537 shares; 2024Q4: 54,528 shares; 2025Q1: 66,981 shares; 2025Q2: 76,016 shares; 2025Q3: 77,642 shares; 2025Q4: 101,695 shares 101,695 $2.85M 0.01% +24,053 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,895 shares; 2024Q4: 17,045 shares; 2025Q1: 18,998 shares; 2025Q2: 26,409 shares; 2025Q3: 32,953 shares; 2025Q4: 40,139 shares 40,139 $2.85M 0.01% +7,186 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,945 shares; 2024Q4: 33,543 shares; 2025Q1: 32,762 shares; 2025Q2: 34,063 shares; 2025Q3: 39,858 shares; 2025Q4: 41,538 shares 41,538 $2.84M 0.01% +1,680 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,218 shares; 2024Q4: 118,219 shares; 2025Q1: 113,777 shares; 2025Q2: 89,608 shares; 2025Q3: 76,437 shares; 2025Q4: 68,721 shares 68,721 $2.84M 0.01% -7,716 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,480 shares; 2024Q4: 22,175 shares; 2025Q1: 25,520 shares; 2025Q2: 26,072 shares; 2025Q3: 24,698 shares; 2025Q4: 20,801 shares 20,801 $2.84M 0.01% -3,897 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,087 shares; 2025Q3: 33,787 shares; 2025Q4: 45,988 shares 45,988 $2.84M 0.01% +12,201 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 9,367 shares; 2025Q1: 2,385 shares; 2025Q2: 2,205 shares; 2025Q3: 2,400 shares; 2025Q4: 3,116 shares 3,116 $2.83M 0.01% +716 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,849 shares; 2024Q4: 38,891 shares; 2025Q1: 41,213 shares; 2025Q2: 38,430 shares; 2025Q3: 44,746 shares; 2025Q4: 44,091 shares 44,091 $2.82M 0.01% -655 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,628 shares; 2024Q4: 41,733 shares; 2025Q1: 24,829 shares; 2025Q2: 28,383 shares; 2025Q3: 29,374 shares; 2025Q4: 27,703 shares 27,703 $2.81M 0.01% -1,671 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,007 shares 43,007 $2.81M 0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,709 shares; 2024Q4: 12,613 shares; 2025Q1: 13,789 shares; 2025Q2: 14,461 shares; 2025Q3: 14,934 shares; 2025Q4: 13,542 shares 13,542 $2.81M 0.01% -1,392 Timeline MLRG 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: 74,138 shares; 2024Q4: 55,273 shares; 2025Q1: 46,011 shares; 2025Q2: 39,198 shares; 2025Q3: 37,073 shares; 2025Q4: 29,743 shares 29,743 $2.81M 0.01% -7,330 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,521 shares; 2024Q4: 98,795 shares; 2025Q1: 97,890 shares; 2025Q2: 94,356 shares; 2025Q3: 80,312 shares; 2025Q4: 68,186 shares 68,186 $2.8M 0.01% -12,126 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,533 shares; 2024Q4: 146,354 shares; 2025Q1: 193,098 shares; 2025Q2: 169,664 shares; 2025Q3: 168,617 shares; 2025Q4: 197,760 shares 197,760 $2.8M 0.01% +29,143 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,674 shares; 2025Q1: 60,786 shares; 2025Q2: 51,973 shares; 2025Q3: 41,682 shares; 2025Q4: 42,801 shares 42,801 $2.79M 0.01% +1,119 Timeline IGF 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: 23,887 shares; 2024Q4: 24,057 shares; 2025Q1: 27,586 shares; 2025Q2: 53,992 shares; 2025Q3: 54,125 shares; 2025Q4: 45,489 shares 45,489 $2.79M 0.01% -8,636 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 5,608 shares; 2025Q1: 4,696 shares; 2025Q2: 8,016 shares; 2025Q3: 13,645 shares; 2025Q4: 12,321 shares 12,321 $2.79M 0.01% -1,324 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,851 shares; 2025Q3: 26,334 shares; 2025Q4: 28,579 shares 28,579 $2.79M 0.01% +2,245 Timeline TPIF 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: 42,620 shares; 2024Q4: 48,709 shares; 2025Q1: 47,328 shares; 2025Q2: 69,995 shares; 2025Q3: 77,773 shares; 2025Q4: 80,293 shares 80,293 $2.79M 0.01% +2,520 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,532 shares; 2025Q1: 5,035 shares; 2025Q2: 4,559 shares; 2025Q3: 5,470 shares; 2025Q4: 5,444 shares 5,444 $2.78M 0.01% -26 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,480 shares; 2024Q4: 29,342 shares; 2025Q1: 38,424 shares; 2025Q2: 37,301 shares; 2025Q3: 38,431 shares; 2025Q4: 31,896 shares 31,896 $2.78M 0.01% -6,535 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,913 shares; 2024Q4: 9,983 shares; 2025Q1: 10,075 shares; 2025Q2: 10,314 shares; 2025Q3: 10,433 shares; 2025Q4: 11,076 shares 11,076 $2.78M 0.01% +643 Timeline EMHC 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: 54,201 shares; 2024Q4: 57,274 shares; 2025Q1: 97,830 shares; 2025Q2: 104,353 shares; 2025Q3: 104,428 shares; 2025Q4: 108,947 shares 108,947 $2.77M 0.01% +4,519 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,564 shares; 2024Q4: 44,513 shares; 2025Q1: 40,365 shares; 2025Q2: 41,876 shares; 2025Q3: 107,886 shares; 2025Q4: 113,249 shares 113,249 $2.77M 0.01% +5,363 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,921 shares; 2024Q4: 124,403 shares; 2025Q1: 123,967 shares; 2025Q2: 113,590 shares; 2025Q3: 121,796 shares; 2025Q4: 124,311 shares 124,311 $2.77M 0.01% +2,515 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,028 shares; 2024Q4: 279,940 shares; 2025Q1: 312,908 shares; 2025Q2: 288,560 shares; 2025Q3: 290,724 shares; 2025Q4: 290,178 shares 290,178 $2.77M 0.01% -546 Timeline FSMB 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: 48,549 shares; 2024Q4: 45,911 shares; 2025Q1: 27,415 shares; 2025Q2: 89,466 shares; 2025Q3: 105,451 shares; 2025Q4: 137,847 shares 137,847 $2.76M 0.01% +32,396 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,227 shares 79,227 $2.76M 0.01% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,771 shares; 2024Q4: 281,146 shares; 2025Q1: 227,528 shares; 2025Q2: 278,678 shares; 2025Q3: 325,304 shares; 2025Q4: 219,510 shares 219,510 $2.76M 0.01% -105,794 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,277 shares; 2024Q4: 25,513 shares; 2025Q1: 14,904 shares; 2025Q2: 13,787 shares; 2025Q3: 15,385 shares; 2025Q4: 20,005 shares 20,005 $2.76M 0.01% +4,620 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,760 shares; 2025Q4: 101,529 shares 101,529 $2.76M 0.01% +29,769 Timeline SSUS 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: 61,404 shares; 2024Q4: 61,345 shares; 2025Q1: 56,484 shares; 2025Q2: 44,440 shares; 2025Q3: 56,575 shares; 2025Q4: 56,499 shares 56,499 $2.75M 0.01% -76 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,913 shares; 2025Q4: 209,619 shares 209,619 $2.75M 0.01% +82,706 Timeline PMBS 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: 13,273 shares; 2024Q4: 52,771 shares; 2025Q1: 51,455 shares; 2025Q2: 52,201 shares; 2025Q3: 56,366 shares; 2025Q4: 55,360 shares 55,360 $2.75M 0.01% -1,006 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,033 shares; 2024Q4: 256,741 shares; 2025Q1: 207,895 shares; 2025Q2: 218,223 shares; 2025Q3: 235,056 shares; 2025Q4: 236,392 shares 236,392 $2.75M 0.01% +1,336 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 30,865 shares; 2025Q1: 32,023 shares; 2025Q2: 38,235 shares; 2025Q3: 43,117 shares; 2025Q4: 62,824 shares 62,824 $2.75M 0.01% +19,707 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,354 shares; 2024Q4: 33,841 shares; 2025Q1: 28,459 shares; 2025Q2: 28,465 shares; 2025Q3: 26,530 shares; 2025Q4: 32,220 shares 32,220 $2.75M 0.01% +5,690 Timeline MDYV 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: 24,190 shares; 2024Q4: 20,254 shares; 2025Q1: 19,589 shares; 2025Q2: 23,785 shares; 2025Q3: 25,627 shares; 2025Q4: 32,380 shares 32,380 $2.74M 0.01% +6,753 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,134 shares; 2024Q4: 61,102 shares; 2025Q1: 60,881 shares; 2025Q2: 63,768 shares; 2025Q3: 67,090 shares; 2025Q4: 74,611 shares 74,611 $2.74M 0.01% +7,521 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,635 shares; 2024Q4: 25,407 shares; 2025Q1: 27,701 shares; 2025Q2: 27,054 shares; 2025Q3: 32,182 shares; 2025Q4: 32,519 shares 32,519 $2.74M 0.01% +337 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 8,520 shares; 2025Q1: 8,951 shares; 2025Q2: 9,434 shares; 2025Q3: 10,375 shares; 2025Q4: 10,757 shares 10,757 $2.73M 0.01% +382 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,145 shares 105,145 $2.72M 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 10,029 shares; 2025Q1: 5,248 shares; 2025Q2: 7,195 shares; 2025Q3: 5,440 shares; 2025Q4: 6,431 shares 6,431 $2.71M 0.01% +991 Timeline VSDA 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: 45,050 shares; 2024Q4: 44,901 shares; 2025Q1: 43,762 shares; 2025Q2: 44,522 shares; 2025Q3: 50,261 shares; 2025Q4: 51,329 shares 51,329 $2.71M 0.01% +1,068 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,886 shares; 2024Q4: 11,906 shares; 2025Q1: 9,191 shares; 2025Q2: 9,693 shares; 2025Q3: 10,514 shares; 2025Q4: 11,263 shares 11,263 $2.71M 0.01% +749 Timeline JTEK 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: 4,589 shares; 2025Q1: 9,541 shares; 2025Q2: 14,462 shares; 2025Q3: 20,656 shares; 2025Q4: 30,040 shares 30,040 $2.71M 0.01% +9,384 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,017 shares; 2024Q4: 149,983 shares; 2025Q1: 154,777 shares; 2025Q2: 164,432 shares; 2025Q3: 175,926 shares; 2025Q4: 191,498 shares 191,498 $2.69M 0.01% +15,572 Timeline CFA 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: 27,598 shares; 2024Q4: 27,563 shares; 2025Q1: 28,555 shares; 2025Q2: 28,566 shares; 2025Q3: 28,567 shares; 2025Q4: 29,597 shares 29,597 $2.69M 0.01% +1,030 Timeline SPGM 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: 18,657 shares; 2024Q4: 19,229 shares; 2025Q1: 22,248 shares; 2025Q2: 27,088 shares; 2025Q3: 31,410 shares; 2025Q4: 35,084 shares 35,084 $2.69M 0.01% +3,674 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,776 shares; 2024Q4: 125,670 shares; 2025Q1: 117,620 shares; 2025Q2: 141,075 shares; 2025Q3: 102,988 shares; 2025Q4: 70,860 shares 70,860 $2.69M 0.01% -32,128 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,098 shares; 2024Q4: 31,302 shares; 2025Q1: 31,673 shares; 2025Q2: 29,640 shares; 2025Q3: 29,133 shares; 2025Q4: 30,778 shares 30,778 $2.69M 0.01% +1,645 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,503 shares; 2024Q4: 74,120 shares; 2025Q1: 64,064 shares; 2025Q2: 63,415 shares; 2025Q3: 24,603 shares; 2025Q4: 27,684 shares 27,684 $2.68M 0.01% +3,081 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,284 shares; 2024Q4: 6,078 shares; 2025Q1: 6,367 shares; 2025Q2: 6,454 shares; 2025Q3: 6,448 shares; 2025Q4: 6,014 shares 6,014 $2.68M 0.01% -434 Timeline TJUL 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: 119,593 shares; 2024Q4: 100,665 shares; 2025Q1: 95,045 shares; 2025Q2: 95,760 shares; 2025Q3: 91,130 shares; 2025Q4: 90,392 shares 90,392 $2.67M 0.01% -738 Timeline JAJL 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: 16,128 shares; 2024Q4: 10,338 shares; 2025Q1: 13,906 shares; 2025Q2: 11,370 shares; 2025Q3: 14,056 shares; 2025Q4: 91,870 shares 91,870 $2.67M 0.01% +77,814 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 4,208 shares; 2025Q3: 17,405 shares; 2025Q4: 51,989 shares 51,989 $2.66M 0.01% +34,584 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,409 shares; 2024Q4: 47,283 shares; 2025Q1: 43,191 shares; 2025Q2: 49,734 shares; 2025Q3: 52,432 shares; 2025Q4: 54,908 shares 54,908 $2.66M 0.01% +2,476 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 9,685 shares; 2025Q1: 9,131 shares; 2025Q2: 9,736 shares; 2025Q3: 10,435 shares; 2025Q4: 11,029 shares 11,029 $2.66M 0.01% +594 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,017 shares; 2024Q4: 234,266 shares; 2025Q1: 278,629 shares; 2025Q2: 280,271 shares; 2025Q3: 270,927 shares; 2025Q4: 232,184 shares 232,184 $2.65M 0.01% -38,743 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 5,350 shares; 2025Q1: 5,599 shares; 2025Q2: 6,321 shares; 2025Q3: 2,511 shares; 2025Q4: 3,461 shares 3,461 $2.65M 0.01% +950 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,187 shares; 2024Q4: 64,658 shares; 2025Q1: 63,687 shares; 2025Q2: 73,900 shares; 2025Q3: 67,224 shares; 2025Q4: 64,171 shares 64,171 $2.65M 0.01% -3,053 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,147 shares; 2024Q4: 53,968 shares; 2025Q1: 24,780 shares; 2025Q2: 53,871 shares; 2025Q3: 50,079 shares; 2025Q4: 51,126 shares 51,126 $2.65M 0.01% +1,047 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,424 shares; 2024Q4: 53,824 shares; 2025Q1: 49,607 shares; 2025Q2: 52,719 shares; 2025Q3: 52,682 shares; 2025Q4: 52,142 shares 52,142 $2.65M 0.01% -540 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,564 shares; 2024Q4: 31,636 shares; 2025Q1: 27,485 shares; 2025Q2: 25,177 shares; 2025Q3: 41,202 shares; 2025Q4: 25,707 shares 25,707 $2.64M 0.01% -15,495 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,596 shares; 2024Q4: 93,278 shares; 2025Q1: 94,117 shares; 2025Q2: 76,685 shares; 2025Q3: 83,060 shares; 2025Q4: 91,246 shares 91,246 $2.64M 0.01% +8,186 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,053 shares; 2024Q4: 23,113 shares; 2025Q1: 23,956 shares; 2025Q2: 35,287 shares; 2025Q3: 51,670 shares; 2025Q4: 56,528 shares 56,528 $2.64M 0.01% +4,858 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,741 shares; 2025Q1: 12,420 shares; 2025Q2: 13,678 shares; 2025Q3: 15,988 shares; 2025Q4: 14,317 shares 14,317 $2.64M 0.01% -1,671 Timeline ESUM 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: not reported; 2024Q4: not reported; 2025Q1: 17,286 shares; 2025Q2: 41,873 shares; 2025Q3: 69,259 shares; 2025Q4: 98,003 shares 98,003 $2.64M 0.01% +28,744 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,386 shares; 2024Q4: 102,106 shares; 2025Q1: 106,140 shares; 2025Q2: 115,853 shares; 2025Q3: 138,317 shares; 2025Q4: 152,667 shares 152,667 $2.63M 0.01% +14,350 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,673 shares; 2024Q4: 56,491 shares; 2025Q1: 42,786 shares; 2025Q2: 41,154 shares; 2025Q3: 40,536 shares; 2025Q4: 39,418 shares 39,418 $2.63M 0.01% -1,118 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,569 shares; 2024Q4: 62,342 shares; 2025Q1: 68,773 shares; 2025Q2: 71,542 shares; 2025Q3: 70,317 shares; 2025Q4: 71,612 shares 71,612 $2.62M 0.01% +1,295 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,599 shares; 2024Q4: 52,874 shares; 2025Q1: 32,540 shares; 2025Q2: 24,641 shares; 2025Q3: 26,378 shares; 2025Q4: 29,290 shares 29,290 $2.6M 0.01% +2,912 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,816 shares; 2024Q4: 29,223 shares; 2025Q1: 29,563 shares; 2025Q2: 26,447 shares; 2025Q3: 27,485 shares; 2025Q4: 27,617 shares 27,617 $2.6M 0.01% +132 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,665 shares; 2024Q4: 255,100 shares; 2025Q1: 257,992 shares; 2025Q2: 254,973 shares; 2025Q3: 253,448 shares; 2025Q4: 237,655 shares 237,655 $2.59M 0.01% -15,793 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,427 shares; 2024Q4: 9,306 shares; 2025Q1: 9,124 shares; 2025Q2: 8,679 shares; 2025Q3: 8,769 shares; 2025Q4: 9,070 shares 9,070 $2.59M 0.01% +301 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,731 shares; 2025Q4: 28,209 shares 28,209 $2.58M 0.01% -522 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,209 shares; 2024Q4: 34,007 shares; 2025Q1: 32,585 shares; 2025Q2: 22,084 shares; 2025Q3: 43,037 shares; 2025Q4: 43,695 shares 43,695 $2.58M 0.01% +658 Timeline MDIV 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: 122,646 shares; 2024Q4: 166,882 shares; 2025Q1: 173,028 shares; 2025Q2: 149,886 shares; 2025Q3: 165,789 shares; 2025Q4: 164,248 shares 164,248 $2.58M 0.01% -1,541 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,478 shares; 2024Q4: 44,491 shares; 2025Q1: 41,964 shares; 2025Q2: 42,865 shares; 2025Q3: 46,263 shares; 2025Q4: 44,066 shares 44,066 $2.57M 0.01% -2,197 Timeline JPUS 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: 20,879 shares; 2024Q4: 20,879 shares; 2025Q1: 20,313 shares; 2025Q2: 20,413 shares; 2025Q3: 20,633 shares; 2025Q4: 20,739 shares 20,739 $2.57M 0.01% +106 Timeline BITO 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: 46,436 shares; 2024Q4: 82,055 shares; 2025Q1: 99,392 shares; 2025Q2: 172,958 shares; 2025Q3: 250,789 shares; 2025Q4: 211,425 shares 211,425 $2.57M 0.01% -39,364 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,260 shares; 2024Q4: 86,133 shares; 2025Q1: 215,707 shares; 2025Q2: 207,751 shares; 2025Q3: 157,431 shares; 2025Q4: 144,101 shares 144,101 $2.57M 0.01% -13,330 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,505 shares; 2024Q4: 367,092 shares; 2025Q1: 345,910 shares; 2025Q2: 324,080 shares; 2025Q3: 320,793 shares; 2025Q4: 298,104 shares 298,104 $2.56M 0.01% -22,689 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 4,021 shares; 2025Q2: not reported; 2025Q3: 13,247 shares; 2025Q4: 20,605 shares 20,605 $2.56M 0.01% +7,358 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,858 shares; 2024Q4: 24,398 shares; 2025Q1: 22,707 shares; 2025Q2: 37,166 shares; 2025Q3: 13,078 shares; 2025Q4: 38,459 shares 38,459 $2.55M 0.01% +25,381 Timeline DJAN 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: 100,839 shares; 2024Q4: 96,192 shares; 2025Q1: 74,456 shares; 2025Q2: 77,572 shares; 2025Q3: 63,208 shares; 2025Q4: 58,696 shares 58,696 $2.55M 0.01% -4,512 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,437 shares; 2024Q4: 35,890 shares; 2025Q1: 38,131 shares; 2025Q2: 36,282 shares; 2025Q3: 37,838 shares; 2025Q4: 37,851 shares 37,851 $2.54M 0.01% +13 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,567 shares; 2025Q1: 7,649 shares; 2025Q2: 7,699 shares; 2025Q3: 7,689 shares; 2025Q4: 8,411 shares 8,411 $2.54M 0.01% +722 Timeline DDEC 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: 48,618 shares; 2024Q4: 51,377 shares; 2025Q1: 77,365 shares; 2025Q2: 63,854 shares; 2025Q3: 60,192 shares; 2025Q4: 56,382 shares 56,382 $2.54M 0.01% -3,810 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,688 shares; 2024Q4: 112,011 shares; 2025Q1: 78,296 shares; 2025Q2: 46,958 shares; 2025Q3: 66,200 shares; 2025Q4: 67,095 shares 67,095 $2.53M 0.01% +895 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,612 shares; 2024Q4: 22,385 shares; 2025Q1: 36,289 shares; 2025Q2: 21,825 shares; 2025Q3: 22,701 shares; 2025Q4: 23,122 shares 23,122 $2.53M 0.01% +421 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 12,375 shares; 2025Q1: 5,174 shares; 2025Q2: 5,116 shares; 2025Q3: 11,659 shares; 2025Q4: 12,320 shares 12,320 $2.53M 0.01% +661 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,778 shares; 2024Q4: 25,125 shares; 2025Q1: 23,414 shares; 2025Q2: 24,632 shares; 2025Q3: 30,580 shares; 2025Q4: 35,047 shares 35,047 $2.53M 0.01% +4,467 Timeline TFLR 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: 10,259 shares; 2024Q4: 16,014 shares; 2025Q1: 31,385 shares; 2025Q2: 46,565 shares; 2025Q3: 48,458 shares; 2025Q4: 49,148 shares 49,148 $2.53M 0.01% +690 Timeline RFV 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: 21,367 shares; 2024Q4: 23,456 shares; 2025Q1: 22,565 shares; 2025Q2: 20,939 shares; 2025Q3: 20,742 shares; 2025Q4: 19,761 shares 19,761 $2.52M 0.01% -981 Timeline EVSD 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: 41,411 shares; 2025Q3: 41,843 shares; 2025Q4: 49,045 shares 49,045 $2.52M 0.01% +7,202 Timeline IGPT 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: 37,213 shares; 2024Q4: 38,514 shares; 2025Q1: 40,318 shares; 2025Q2: 40,931 shares; 2025Q3: 41,399 shares; 2025Q4: 42,372 shares 42,372 $2.52M 0.01% +973 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,881 shares; 2025Q1: 101,497 shares; 2025Q2: 100,797 shares; 2025Q3: 109,657 shares; 2025Q4: 109,010 shares 109,010 $2.52M 0.01% -647 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,864 shares; 2024Q4: 37,582 shares; 2025Q1: 44,750 shares; 2025Q2: 44,685 shares; 2025Q3: 61,298 shares; 2025Q4: 59,053 shares 59,053 $2.51M 0.01% -2,245 Timeline RSPN 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: 43,302 shares; 2024Q4: 45,990 shares; 2025Q1: 44,711 shares; 2025Q2: 45,845 shares; 2025Q3: 48,512 shares; 2025Q4: 44,226 shares 44,226 $2.5M 0.01% -4,286 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 7,415 shares; 2025Q1: 6,851 shares; 2025Q2: 8,778 shares; 2025Q3: 9,064 shares; 2025Q4: 8,692 shares 8,692 $2.5M 0.01% -372 Timeline SNOV 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: 102,920 shares; 2024Q4: 165,740 shares; 2025Q1: 157,200 shares; 2025Q2: 130,441 shares; 2025Q3: 107,219 shares; 2025Q4: 100,940 shares 100,940 $2.5M 0.01% -6,279 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,907 shares; 2024Q4: 84,120 shares; 2025Q1: 99,915 shares; 2025Q2: 105,012 shares; 2025Q3: 104,618 shares; 2025Q4: 110,768 shares 110,768 $2.49M 0.01% +6,150 Timeline FCA 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: 36,100 shares; 2024Q4: 36,234 shares; 2025Q1: 36,722 shares; 2025Q2: 36,722 shares; 2025Q3: 115,586 shares; 2025Q4: 88,054 shares 88,054 $2.49M 0.01% -27,532 Timeline XDEC 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: 150,954 shares; 2024Q4: 116,926 shares; 2025Q1: 136,120 shares; 2025Q2: 100,079 shares; 2025Q3: 61,299 shares; 2025Q4: 60,794 shares 60,794 $2.49M 0.01% -505 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,085 shares; 2024Q4: 41,915 shares; 2025Q1: 60,103 shares; 2025Q2: 66,437 shares; 2025Q3: 96,355 shares; 2025Q4: 103,404 shares 103,404 $2.48M 0.01% +7,049 Timeline FCSH 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: 11,264 shares; 2024Q4: 16,462 shares; 2025Q1: 17,304 shares; 2025Q2: 29,818 shares; 2025Q3: 88,439 shares; 2025Q4: 101,550 shares 101,550 $2.48M 0.01% +13,111 Timeline TGRT 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: not reported; 2024Q4: 8,102 shares; 2025Q1: 15,579 shares; 2025Q2: 51,907 shares; 2025Q3: 54,797 shares; 2025Q4: 55,930 shares 55,930 $2.48M 0.01% +1,133 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 14,959 shares; 2025Q1: 16,317 shares; 2025Q2: 17,956 shares; 2025Q3: 17,763 shares; 2025Q4: 18,114 shares 18,114 $2.47M 0.01% +351 Timeline ICLO 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: not reported; 2024Q4: not reported; 2025Q1: 16,209 shares; 2025Q2: 26,184 shares; 2025Q3: 63,556 shares; 2025Q4: 96,814 shares 96,814 $2.47M 0.01% +33,258 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,821 shares; 2024Q4: 122,316 shares; 2025Q1: 201,210 shares; 2025Q2: 230,009 shares; 2025Q3: 358,517 shares; 2025Q4: 410,070 shares 410,070 $2.47M 0.01% +51,553 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,719 shares; 2024Q4: 38,592 shares; 2025Q1: 38,542 shares; 2025Q2: 37,196 shares; 2025Q3: 34,046 shares; 2025Q4: 42,674 shares 42,674 $2.47M 0.01% +8,628 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 8,141 shares; 2025Q1: 7,309 shares; 2025Q2: 6,793 shares; 2025Q3: 12,505 shares; 2025Q4: 14,289 shares 14,289 $2.47M 0.01% +1,784 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,655 shares; 2024Q4: 110,231 shares; 2025Q1: 135,511 shares; 2025Q2: 150,792 shares; 2025Q3: 49,544 shares; 2025Q4: 62,372 shares 62,372 $2.47M 0.01% +12,828 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,260 shares; 2025Q1: 4,668 shares; 2025Q2: 16,513 shares; 2025Q3: 11,912 shares; 2025Q4: 16,111 shares 16,111 $2.47M 0.01% +4,199 Timeline CANQ 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: 27,780 shares; 2025Q2: 81,980 shares; 2025Q3: 83,349 shares; 2025Q4: 82,757 shares 82,757 $2.46M 0.01% -592 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 2,866 shares; 2025Q1: 2,669 shares; 2025Q2: 2,574 shares; 2025Q3: 9,283 shares; 2025Q4: 11,771 shares 11,771 $2.46M 0.01% +2,488 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,022 shares; 2024Q4: 44,280 shares; 2025Q1: 27,542 shares; 2025Q2: 23,758 shares; 2025Q3: 20,388 shares; 2025Q4: 21,921 shares 21,921 $2.45M 0.01% +1,533 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,789 shares; 2024Q4: 20,733 shares; 2025Q1: 65,188 shares; 2025Q2: 65,324 shares; 2025Q3: 75,998 shares; 2025Q4: 66,368 shares 66,368 $2.44M 0.01% -9,630 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,714 shares; 2024Q4: 29,365 shares; 2025Q1: 29,287 shares; 2025Q2: 30,132 shares; 2025Q3: 31,637 shares; 2025Q4: 30,157 shares 30,157 $2.44M 0.01% -1,480 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 14,522 shares; 2025Q1: 15,534 shares; 2025Q2: 62,777 shares; 2025Q3: 62,400 shares; 2025Q4: 59,499 shares 59,499 $2.44M 0.01% -2,901 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,239 shares; 2024Q4: 166,179 shares; 2025Q1: 156,523 shares; 2025Q2: 148,563 shares; 2025Q3: 245,116 shares; 2025Q4: 183,864 shares 183,864 $2.43M 0.01% -61,252 Timeline DFIS 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: 31,190 shares; 2024Q4: 28,612 shares; 2025Q1: 35,337 shares; 2025Q2: 42,784 shares; 2025Q3: 47,352 shares; 2025Q4: 73,607 shares 73,607 $2.42M 0.01% +26,255 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,113 shares; 2025Q1: not reported; 2025Q2: 23,752 shares; 2025Q3: not reported; 2025Q4: 24,485 shares 24,485 $2.42M 0.01% new Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,409 shares; 2024Q4: 37,959 shares; 2025Q1: 63,421 shares; 2025Q2: 64,521 shares; 2025Q3: 75,666 shares; 2025Q4: 81,950 shares 81,950 $2.42M 0.01% +6,284 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,733 shares; 2024Q4: 55,726 shares; 2025Q1: 54,382 shares; 2025Q2: 54,446 shares; 2025Q3: 54,134 shares; 2025Q4: 54,332 shares 54,332 $2.42M 0.01% +198 Timeline PTL 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: 3,540 shares; 2024Q4: 11,103 shares; 2025Q1: 12,768 shares; 2025Q2: 15,010 shares; 2025Q3: 7,894 shares; 2025Q4: 9,738 shares 9,738 $2.42M 0.01% +1,844 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,915 shares; 2024Q4: 92,430 shares; 2025Q1: 95,862 shares; 2025Q2: 93,617 shares; 2025Q3: 76,159 shares; 2025Q4: 76,840 shares 76,840 $2.41M 0.01% +681 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 16,879 shares; 2025Q1: 20,010 shares; 2025Q2: 19,988 shares; 2025Q3: 25,045 shares; 2025Q4: 23,398 shares 23,398 $2.41M 0.01% -1,647 Timeline CPRY 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: 87,992 shares; 2025Q3: 88,991 shares; 2025Q4: 89,051 shares 89,051 $2.4M 0.01% +60 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,099 shares; 2024Q4: 11,353 shares; 2025Q1: 11,409 shares; 2025Q2: 10,227 shares; 2025Q3: 10,046 shares; 2025Q4: 11,218 shares 11,218 $2.4M 0.01% +1,172 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL 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: 4,072 shares; 2025Q3: 18,138 shares; 2025Q4: 42,004 shares 42,004 $2.4M 0.01% +23,866 Timeline URTH 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: 11,285 shares; 2024Q4: 9,328 shares; 2025Q1: 9,153 shares; 2025Q2: 21,370 shares; 2025Q3: 21,136 shares; 2025Q4: 12,907 shares 12,907 $2.4M 0.01% -8,229 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,748 shares; 2024Q4: 60,195 shares; 2025Q1: 95,925 shares; 2025Q2: 51,586 shares; 2025Q3: 33,848 shares; 2025Q4: 31,336 shares 31,336 $2.4M 0.01% -2,512 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,046 shares 125,046 $2.4M 0.01% new Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,177 shares; 2025Q3: 54,656 shares; 2025Q4: 55,643 shares 55,643 $2.39M 0.01% +987 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,734 shares; 2024Q4: 90,660 shares; 2025Q1: 113,571 shares; 2025Q2: 90,453 shares; 2025Q3: 144,374 shares; 2025Q4: 167,931 shares 167,931 $2.38M 0.01% +23,557 Timeline ISCV 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: 32,636 shares; 2024Q4: 34,156 shares; 2025Q1: 34,891 shares; 2025Q2: 35,563 shares; 2025Q3: 34,830 shares; 2025Q4: 34,725 shares 34,725 $2.38M 0.01% -105 Timeline SLQD 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: 15,387 shares; 2024Q4: 15,446 shares; 2025Q1: 10,764 shares; 2025Q2: 42,763 shares; 2025Q3: 42,156 shares; 2025Q4: 46,907 shares 46,907 $2.38M 0.01% +4,751 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,112 shares; 2024Q4: 40,100 shares; 2025Q1: 28,684 shares; 2025Q2: 26,661 shares; 2025Q3: 29,631 shares; 2025Q4: 33,193 shares 33,193 $2.38M 0.01% +3,562 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,162 shares; 2024Q4: 22,007 shares; 2025Q1: 22,564 shares; 2025Q2: 25,252 shares; 2025Q3: 46,509 shares; 2025Q4: 94,775 shares 94,775 $2.37M 0.01% +48,266 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,405 shares; 2024Q4: 49,617 shares; 2025Q1: 53,484 shares; 2025Q2: 50,586 shares; 2025Q3: 52,114 shares; 2025Q4: 55,300 shares 55,300 $2.36M 0.01% +3,186 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 15,252 shares; 2025Q1: 18,603 shares; 2025Q2: 16,273 shares; 2025Q3: 30,258 shares; 2025Q4: 29,617 shares 29,617 $2.36M 0.01% -641 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,360 shares; 2024Q4: 67,888 shares; 2025Q1: 65,415 shares; 2025Q2: 65,851 shares; 2025Q3: 64,113 shares; 2025Q4: 67,908 shares 67,908 $2.36M 0.01% +3,795 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 24,974 shares; 2025Q1: 26,359 shares; 2025Q2: 26,247 shares; 2025Q3: 28,231 shares; 2025Q4: 25,275 shares 25,275 $2.36M 0.01% -2,956 Timeline JPSE 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: 26,910 shares; 2024Q4: 25,294 shares; 2025Q1: 26,172 shares; 2025Q2: 23,663 shares; 2025Q3: 41,196 shares; 2025Q4: 46,940 shares 46,940 $2.35M 0.01% +5,744 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,755 shares; 2025Q2: 70,580 shares; 2025Q3: 93,691 shares; 2025Q4: 95,700 shares 95,700 $2.35M 0.01% +2,009 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,912 shares; 2025Q1: 6,668 shares; 2025Q2: 29,524 shares; 2025Q3: 29,793 shares; 2025Q4: 23,348 shares 23,348 $2.35M 0.01% -6,445 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,828 shares; 2025Q1: 23,247 shares; 2025Q2: 28,299 shares; 2025Q3: 29,172 shares; 2025Q4: 30,152 shares 30,152 $2.34M 0.01% +980 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,243 shares; 2024Q4: 46,037 shares; 2025Q1: 68,244 shares; 2025Q2: 67,860 shares; 2025Q3: 54,881 shares; 2025Q4: 43,648 shares 43,648 $2.34M 0.01% -11,233 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 7,215 shares; 2025Q1: 8,908 shares; 2025Q2: 10,515 shares; 2025Q3: 12,916 shares; 2025Q4: 13,466 shares 13,466 $2.34M 0.01% +550 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,381 shares; 2024Q4: 49,985 shares; 2025Q1: 45,007 shares; 2025Q2: 52,092 shares; 2025Q3: 45,670 shares; 2025Q4: 43,720 shares 43,720 $2.34M 0.01% -1,950 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,448 shares; 2024Q4: 14,658 shares; 2025Q1: 9,520 shares; 2025Q2: 14,150 shares; 2025Q3: 13,603 shares; 2025Q4: 11,221 shares 11,221 $2.33M 0.01% -2,382 Timeline GSEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,602 shares; 2025Q4: 27,375 shares 27,375 $2.33M 0.01% +4,773 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,302 shares; 2024Q4: 34,275 shares; 2025Q1: 39,189 shares; 2025Q2: 45,467 shares; 2025Q3: 46,587 shares; 2025Q4: 44,408 shares 44,408 $2.33M 0.01% -2,179 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,950 shares; 2024Q4: 105,567 shares; 2025Q1: 73,856 shares; 2025Q2: 74,608 shares; 2025Q3: 82,464 shares; 2025Q4: 86,590 shares 86,590 $2.33M 0.01% +4,126 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,274 shares; 2024Q4: 20,162 shares; 2025Q1: 21,031 shares; 2025Q2: 21,838 shares; 2025Q3: 30,403 shares; 2025Q4: 34,988 shares 34,988 $2.33M 0.01% +4,585 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,787 shares; 2024Q4: 108,787 shares; 2025Q1: 114,155 shares; 2025Q2: 107,281 shares; 2025Q3: 122,209 shares; 2025Q4: 125,109 shares 125,109 $2.32M 0.01% +2,900 Timeline NVBW 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: 8,997 shares; 2024Q4: 68,345 shares; 2025Q1: 66,602 shares; 2025Q2: 10,080 shares; 2025Q3: 10,888 shares; 2025Q4: 68,426 shares 68,426 $2.31M 0.01% +57,538 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,543 shares; 2024Q4: 49,763 shares; 2025Q1: 52,543 shares; 2025Q2: 55,025 shares; 2025Q3: 55,958 shares; 2025Q4: 55,897 shares 55,897 $2.3M 0.01% -61 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,456 shares; 2024Q4: 33,010 shares; 2025Q1: 33,328 shares; 2025Q2: 38,688 shares; 2025Q3: 48,422 shares; 2025Q4: 47,471 shares 47,471 $2.3M 0.01% -951 Timeline FXZ 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: 62,814 shares; 2024Q4: 59,707 shares; 2025Q1: 49,022 shares; 2025Q2: 41,681 shares; 2025Q3: 36,557 shares; 2025Q4: 35,440 shares 35,440 $2.3M 0.01% -1,117 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 1,057 shares; 2025Q1: 683 shares; 2025Q2: 15,920 shares; 2025Q3: 14,066 shares; 2025Q4: 14,967 shares 14,967 $2.29M 0.01% +901 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,360 shares; 2024Q4: 95,938 shares; 2025Q1: 101,468 shares; 2025Q2: 100,762 shares; 2025Q3: 96,665 shares; 2025Q4: 100,278 shares 100,278 $2.29M 0.01% +3,613 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,695 shares; 2024Q4: 46,166 shares; 2025Q1: 46,390 shares; 2025Q2: 55,349 shares; 2025Q3: 50,836 shares; 2025Q4: 51,611 shares 51,611 $2.29M 0.01% +775 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,872 shares; 2024Q4: 12,475 shares; 2025Q1: 13,096 shares; 2025Q2: 11,606 shares; 2025Q3: 10,891 shares; 2025Q4: 10,542 shares 10,542 $2.29M 0.01% -349 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,388 shares; 2024Q4: 93,971 shares; 2025Q1: 55,371 shares; 2025Q2: 55,625 shares; 2025Q3: 53,228 shares; 2025Q4: 52,788 shares 52,788 $2.29M 0.01% -440 Timeline SEIM 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: 43,855 shares; 2024Q4: 44,550 shares; 2025Q1: 38,271 shares; 2025Q2: 40,528 shares; 2025Q3: 48,126 shares; 2025Q4: 49,499 shares 49,499 $2.28M 0.01% +1,373 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,820 shares; 2025Q3: 19,230 shares; 2025Q4: 28,778 shares 28,778 $2.28M 0.01% +9,548 Timeline PTIN 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: 75,384 shares; 2024Q4: 77,702 shares; 2025Q1: 79,205 shares; 2025Q2: 89,140 shares; 2025Q3: 75,033 shares; 2025Q4: 72,502 shares 72,502 $2.28M 0.01% -2,531 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,910 shares; 2024Q4: 49,891 shares; 2025Q1: 55,997 shares; 2025Q2: 61,615 shares; 2025Q3: 62,120 shares; 2025Q4: 42,875 shares 42,875 $2.27M 0.01% -19,245 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,082 shares; 2025Q3: 46,636 shares; 2025Q4: 53,713 shares 53,713 $2.27M 0.01% +7,077 Timeline QCLN 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: 79,727 shares; 2024Q4: 69,184 shares; 2025Q1: 53,160 shares; 2025Q2: 38,359 shares; 2025Q3: 66,354 shares; 2025Q4: 50,821 shares 50,821 $2.27M 0.01% -15,533 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,158 shares; 2025Q3: 112,281 shares; 2025Q4: 114,918 shares 114,918 $2.27M 0.01% +2,637 Timeline SIXO 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: 37,541 shares; 2024Q4: 46,160 shares; 2025Q1: 45,236 shares; 2025Q2: 40,589 shares; 2025Q3: 61,298 shares; 2025Q4: 65,015 shares 65,015 $2.26M 0.01% +3,717 Timeline NBSM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 8,757 shares; 2025Q3: 9,028 shares; 2025Q4: 89,456 shares 89,456 $2.26M 0.01% +80,428 Timeline JPLD 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: 4,055 shares; 2024Q4: 16,458 shares; 2025Q1: 17,572 shares; 2025Q2: 20,294 shares; 2025Q3: 44,747 shares; 2025Q4: 43,029 shares 43,029 $2.25M 0.01% -1,718 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,398 shares; 2024Q4: 36,402 shares; 2025Q1: 45,111 shares; 2025Q2: 44,633 shares; 2025Q3: 43,262 shares; 2025Q4: 43,591 shares 43,591 $2.25M 0.01% +329 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,071 shares; 2024Q4: 25,782 shares; 2025Q1: 25,583 shares; 2025Q2: 24,470 shares; 2025Q3: 37,016 shares; 2025Q4: 40,825 shares 40,825 $2.25M 0.01% +3,809 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,631 shares; 2025Q4: 56,945 shares 56,945 $2.25M 0.01% +18,314 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,097 shares; 2024Q4: 136,539 shares; 2025Q1: 61,751 shares; 2025Q2: 49,584 shares; 2025Q3: 46,821 shares; 2025Q4: 88,803 shares 88,803 $2.25M 0.01% +41,982 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,293 shares; 2024Q4: 81,984 shares; 2025Q1: 88,547 shares; 2025Q2: 87,150 shares; 2025Q3: 64,112 shares; 2025Q4: 59,856 shares 59,856 $2.24M 0.01% -4,256 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,996 shares; 2024Q4: 24,945 shares; 2025Q1: 25,035 shares; 2025Q2: 27,246 shares; 2025Q3: 28,490 shares; 2025Q4: 28,871 shares 28,871 $2.23M 0.01% +381 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,940 shares; 2024Q4: 30,036 shares; 2025Q1: 27,924 shares; 2025Q2: 30,939 shares; 2025Q3: 40,969 shares; 2025Q4: 41,237 shares 41,237 $2.23M 0.01% +268 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 56,463 shares; 2025Q1: 41,080 shares; 2025Q2: 42,517 shares; 2025Q3: 43,025 shares; 2025Q4: 40,580 shares 40,580 $2.23M 0.01% -2,445 Timeline FOCT 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: 30,654 shares; 2024Q4: 46,341 shares; 2025Q1: 45,656 shares; 2025Q2: 42,137 shares; 2025Q3: 36,386 shares; 2025Q4: 45,339 shares 45,339 $2.22M 0.01% +8,953 Timeline SCHY 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: 74,397 shares; 2024Q4: 72,680 shares; 2025Q1: 71,776 shares; 2025Q2: 77,993 shares; 2025Q3: 73,606 shares; 2025Q4: 74,195 shares 74,195 $2.21M 0.01% +589 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,809 shares; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: 10,711 shares; 2025Q3: 11,035 shares; 2025Q4: 10,785 shares 10,785 $2.21M 0.01% -250 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,157 shares; 2024Q4: 33,208 shares; 2025Q1: 55,194 shares; 2025Q2: 57,113 shares; 2025Q3: 54,242 shares; 2025Q4: 53,148 shares 53,148 $2.21M 0.01% -1,094 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,483 shares; 2025Q1: 12,564 shares; 2025Q2: 13,319 shares; 2025Q3: 11,889 shares; 2025Q4: 11,887 shares 11,887 $2.21M 0.01% -2 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,463 shares; 2024Q4: 90,707 shares; 2025Q1: 87,265 shares; 2025Q2: 144,297 shares; 2025Q3: 277,771 shares; 2025Q4: 292,611 shares 292,611 $2.2M 0.01% +14,840 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,659 shares; 2024Q4: 141,631 shares; 2025Q1: 135,980 shares; 2025Q2: 135,593 shares; 2025Q3: 131,716 shares; 2025Q4: 129,410 shares 129,410 $2.19M 0.01% -2,306 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,689 shares; 2024Q4: 64,968 shares; 2025Q1: 68,778 shares; 2025Q2: 59,459 shares; 2025Q3: 53,589 shares; 2025Q4: 48,589 shares 48,589 $2.19M 0.01% -5,000 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 13,511 shares; 2025Q1: 13,376 shares; 2025Q2: 12,366 shares; 2025Q3: 13,007 shares; 2025Q4: 12,163 shares 12,163 $2.19M 0.01% -844 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,545 shares; 2024Q4: 108,046 shares; 2025Q1: 97,299 shares; 2025Q2: 87,391 shares; 2025Q3: 84,474 shares; 2025Q4: 83,153 shares 83,153 $2.19M 0.01% -1,321 Timeline FDD 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: 26,482 shares; 2024Q4: 46,194 shares; 2025Q1: 54,348 shares; 2025Q2: 60,260 shares; 2025Q3: 106,452 shares; 2025Q4: 124,979 shares 124,979 $2.19M 0.01% +18,527 Timeline BUYW 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: 38,616 shares; 2024Q4: 39,308 shares; 2025Q1: 34,774 shares; 2025Q2: 48,523 shares; 2025Q3: 88,534 shares; 2025Q4: 152,565 shares 152,565 $2.19M 0.01% +64,031 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,452 shares; 2024Q4: 33,070 shares; 2025Q1: 34,243 shares; 2025Q2: 28,824 shares; 2025Q3: 26,976 shares; 2025Q4: 28,152 shares 28,152 $2.18M 0.01% +1,176 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,210 shares; 2024Q4: 81,560 shares; 2025Q1: 82,366 shares; 2025Q2: 74,311 shares; 2025Q3: 90,415 shares; 2025Q4: 71,519 shares 71,519 $2.18M 0.01% -18,896 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 12,020 shares; 2025Q1: 19,363 shares; 2025Q2: 19,278 shares; 2025Q3: 23,334 shares; 2025Q4: 19,250 shares 19,250 $2.18M 0.01% -4,084 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,953 shares; 2025Q4: 41,188 shares 41,188 $2.17M 0.01% +18,235 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,217 shares; 2024Q4: 79,844 shares; 2025Q1: 113,226 shares; 2025Q2: 112,294 shares; 2025Q3: 118,893 shares; 2025Q4: 106,621 shares 106,621 $2.17M 0.01% -12,272 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,412 shares; 2024Q4: 29,987 shares; 2025Q1: 28,107 shares; 2025Q2: 31,276 shares; 2025Q3: 33,817 shares; 2025Q4: 33,772 shares 33,772 $2.17M 0.01% -45 Timeline CRPT 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: 38,006 shares; 2024Q4: 54,227 shares; 2025Q1: 58,961 shares; 2025Q2: 100,806 shares; 2025Q3: 141,589 shares; 2025Q4: 144,831 shares 144,831 $2.17M 0.01% +3,242 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,635 shares; 2024Q4: 106,495 shares; 2025Q1: 108,646 shares; 2025Q2: 109,463 shares; 2025Q3: 110,399 shares; 2025Q4: 113,932 shares 113,932 $2.17M 0.01% +3,533 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 5,853 shares; 2025Q1: 1,858 shares; 2025Q2: 1,562 shares; 2025Q3: 1,551 shares; 2025Q4: 1,633 shares 1,633 $2.17M 0.01% +82 Timeline PAMC 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: 30,783 shares; 2024Q4: 30,008 shares; 2025Q1: 35,741 shares; 2025Q2: 35,621 shares; 2025Q3: 47,987 shares; 2025Q4: 46,577 shares 46,577 $2.17M 0.01% -1,410 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,569 shares; 2024Q4: 31,175 shares; 2025Q1: 32,349 shares; 2025Q2: 36,679 shares; 2025Q3: 36,987 shares; 2025Q4: 40,189 shares 40,189 $2.17M 0.01% +3,202 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,236 shares; 2024Q4: 5,102 shares; 2025Q1: 5,133 shares; 2025Q2: 5,045 shares; 2025Q3: 5,229 shares; 2025Q4: 4,769 shares 4,769 $2.17M 0.01% -460 Timeline KBWB 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: 13,462 shares; 2024Q4: 15,843 shares; 2025Q1: 25,740 shares; 2025Q2: 23,713 shares; 2025Q3: 23,144 shares; 2025Q4: 25,666 shares 25,666 $2.16M 0.01% +2,522 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 20,099 shares; 2025Q1: 22,230 shares; 2025Q2: 20,971 shares; 2025Q3: 18,537 shares; 2025Q4: 17,116 shares 17,116 $2.16M 0.01% -1,421 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,179 shares; 2024Q4: 30,238 shares; 2025Q1: 26,178 shares; 2025Q2: 29,180 shares; 2025Q3: 30,128 shares; 2025Q4: 30,993 shares 30,993 $2.16M 0.01% +865 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,178 shares; 2025Q2: 2,414 shares; 2025Q3: 5,924 shares; 2025Q4: 5,829 shares 5,829 $2.15M 0.01% -95 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 7,049 shares; 2025Q1: 11,692 shares; 2025Q2: 15,128 shares; 2025Q3: 16,605 shares; 2025Q4: 17,669 shares 17,669 $2.15M 0.01% +1,064 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,854 shares; 2024Q4: 17,605 shares; 2025Q1: 31,723 shares; 2025Q2: 36,621 shares; 2025Q3: 35,791 shares; 2025Q4: 34,007 shares 34,007 $2.14M 0.01% -1,784 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,649 shares; 2024Q4: 36,239 shares; 2025Q1: 59,086 shares; 2025Q2: 54,404 shares; 2025Q3: 33,735 shares; 2025Q4: 33,588 shares 33,588 $2.14M 0.01% -147 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,174 shares; 2024Q4: 48,043 shares; 2025Q1: 58,208 shares; 2025Q2: 58,737 shares; 2025Q3: 60,497 shares; 2025Q4: 62,414 shares 62,414 $2.14M 0.01% +1,917 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,806 shares; 2024Q4: 169,511 shares; 2025Q1: 155,630 shares; 2025Q2: 150,010 shares; 2025Q3: 150,124 shares; 2025Q4: 113,085 shares 113,085 $2.14M 0.01% -37,039 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,736 shares; 2024Q4: 18,337 shares; 2025Q1: 18,705 shares; 2025Q2: 19,772 shares; 2025Q3: 38,177 shares; 2025Q4: 43,651 shares 43,651 $2.14M 0.01% +5,474 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,220 shares; 2025Q4: 43,799 shares 43,799 $2.13M 0.01% +2,579 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,066 shares; 2024Q4: 21,055 shares; 2025Q1: 21,327 shares; 2025Q2: 22,341 shares; 2025Q3: 24,367 shares; 2025Q4: 29,730 shares 29,730 $2.13M 0.01% +5,363 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,758 shares; 2025Q1: 40,930 shares; 2025Q2: 55,361 shares; 2025Q3: 90,151 shares; 2025Q4: 75,773 shares 75,773 $2.13M 0.01% -14,378 Timeline LST 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,190 shares; 2025Q4: 52,794 shares 52,794 $2.12M 0.01% +44,604 Timeline IBHH 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: 30,346 shares; 2024Q4: 41,666 shares; 2025Q1: 50,589 shares; 2025Q2: 58,784 shares; 2025Q3: 82,770 shares; 2025Q4: 89,445 shares 89,445 $2.12M 0.01% +6,675 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,588 shares; 2024Q4: 28,918 shares; 2025Q1: 25,313 shares; 2025Q2: 30,871 shares; 2025Q3: 30,255 shares; 2025Q4: 31,585 shares 31,585 $2.12M 0.01% +1,330 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 306 shares; 2025Q1: 350 shares; 2025Q2: 310 shares; 2025Q3: 434 shares; 2025Q4: 290 shares 290 $2.12M 0.01% -144 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,945 shares; 2024Q4: 28,035 shares; 2025Q1: 24,494 shares; 2025Q2: 27,429 shares; 2025Q3: 32,255 shares; 2025Q4: 30,087 shares 30,087 $2.11M 0.01% -2,168 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,241 shares; 2024Q4: 426,138 shares; 2025Q1: 423,222 shares; 2025Q2: 397,194 shares; 2025Q3: 388,647 shares; 2025Q4: 376,564 shares 376,564 $2.11M 0.01% -12,083 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,694 shares; 2024Q4: 55,158 shares; 2025Q1: 53,756 shares; 2025Q2: 48,226 shares; 2025Q3: 54,394 shares; 2025Q4: 50,879 shares 50,879 $2.11M 0.01% -3,515 Timeline LIT 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: 39,467 shares; 2024Q4: 34,503 shares; 2025Q1: 28,114 shares; 2025Q2: 25,729 shares; 2025Q3: 34,130 shares; 2025Q4: 32,465 shares 32,465 $2.11M 0.01% -1,665 Timeline DFII FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,364 shares; 2025Q4: 117,149 shares 117,149 $2.09M 0.01% +94,785 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 44,869 shares; 2025Q1: 48,495 shares; 2025Q2: 51,325 shares; 2025Q3: 52,268 shares; 2025Q4: 57,807 shares 57,807 $2.09M 0.01% +5,539 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,898 shares; 2024Q4: 61,976 shares; 2025Q1: 63,720 shares; 2025Q2: 70,852 shares; 2025Q3: 76,003 shares; 2025Q4: 77,044 shares 77,044 $2.09M 0.01% +1,041 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,682 shares; 2024Q4: 95,378 shares; 2025Q1: 90,808 shares; 2025Q2: 88,721 shares; 2025Q3: 83,175 shares; 2025Q4: 83,545 shares 83,545 $2.08M 0.01% +370 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,874 shares; 2024Q4: 43,408 shares; 2025Q1: 42,882 shares; 2025Q2: 53,564 shares; 2025Q3: 53,101 shares; 2025Q4: 54,266 shares 54,266 $2.08M 0.01% +1,165 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,625 shares; 2024Q4: 68,011 shares; 2025Q1: 59,402 shares; 2025Q2: 59,829 shares; 2025Q3: 61,744 shares; 2025Q4: 54,079 shares 54,079 $2.08M 0.01% -7,665 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,624 shares; 2025Q2: 3,109 shares; 2025Q3: 3,713 shares; 2025Q4: 8,893 shares 8,893 $2.08M 0.01% +5,180 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,938 shares; 2024Q4: 19,953 shares; 2025Q1: 24,322 shares; 2025Q2: 26,408 shares; 2025Q3: 29,922 shares; 2025Q4: 31,173 shares 31,173 $2.08M 0.01% +1,251 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,100 shares; 2025Q4: 47,626 shares 47,626 $2.08M 0.01% +25,526 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,342 shares; 2024Q4: 12,091 shares; 2025Q1: 12,802 shares; 2025Q2: 13,653 shares; 2025Q3: 13,814 shares; 2025Q4: 12,403 shares 12,403 $2.07M 0.01% -1,411 Timeline WWJD 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: 98,955 shares; 2024Q4: 61,808 shares; 2025Q1: 50,475 shares; 2025Q2: 53,589 shares; 2025Q3: 56,211 shares; 2025Q4: 56,830 shares 56,830 $2.07M 0.01% +619 Timeline FICS 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: 81,624 shares; 2024Q4: 75,946 shares; 2025Q1: 59,919 shares; 2025Q2: 52,554 shares; 2025Q3: 50,707 shares; 2025Q4: 51,629 shares 51,629 $2.07M 0.01% +922 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,278 shares; 2025Q2: 92,657 shares; 2025Q3: 95,732 shares; 2025Q4: 93,908 shares 93,908 $2.07M 0.01% -1,824 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,074 shares; 2024Q4: 31,299 shares; 2025Q1: 25,759 shares; 2025Q2: 28,134 shares; 2025Q3: 27,751 shares; 2025Q4: 34,408 shares 34,408 $2.06M 0.01% +6,657 Timeline QSIX PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,959 shares; 2025Q1: 13,239 shares; 2025Q2: 29,823 shares; 2025Q3: 41,767 shares; 2025Q4: 55,071 shares 55,071 $2.06M 0.01% +13,304 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,499 shares; 2024Q4: 64,927 shares; 2025Q1: 110,504 shares; 2025Q2: 124,374 shares; 2025Q3: 136,196 shares; 2025Q4: 107,786 shares 107,786 $2.06M 0.01% -28,410 Timeline NUSA 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: 88,291 shares; 2024Q4: 85,737 shares; 2025Q1: 84,358 shares; 2025Q2: 84,619 shares; 2025Q3: 84,851 shares; 2025Q4: 88,123 shares 88,123 $2.06M 0.01% +3,272 Timeline NYF 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: 17,302 shares; 2024Q4: 16,528 shares; 2025Q1: 10,123 shares; 2025Q2: 20,397 shares; 2025Q3: 38,623 shares; 2025Q4: 38,393 shares 38,393 $2.05M 0.01% -230 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,374 shares; 2024Q4: 14,014 shares; 2025Q1: 13,559 shares; 2025Q2: 12,493 shares; 2025Q3: 10,019 shares; 2025Q4: 18,902 shares 18,902 $2.05M 0.01% +8,883 Timeline XMVM 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: 21,590 shares; 2024Q4: 25,588 shares; 2025Q1: 28,293 shares; 2025Q2: 27,257 shares; 2025Q3: 25,104 shares; 2025Q4: 31,952 shares 31,952 $2.05M 0.01% +6,848 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 28,850 shares; 2025Q1: 36,125 shares; 2025Q2: 54,230 shares; 2025Q3: 62,460 shares; 2025Q4: 51,685 shares 51,685 $2.05M 0.01% -10,775 Timeline