CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 7,023 shares; 2025Q1: 8,683 shares; 2025Q2: 10,478 shares; 2025Q3: 22,984 shares; 2025Q4: 25,671 shares 25,671 $2.04M 0.01% +2,687 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,549 shares; 2024Q4: 48,289 shares; 2025Q1: 46,020 shares; 2025Q2: 44,444 shares; 2025Q3: 54,800 shares; 2025Q4: 64,458 shares 64,458 $2.04M 0.01% +9,658 Timeline FPEI 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: 52,106 shares; 2024Q4: 46,411 shares; 2025Q1: 43,312 shares; 2025Q2: 41,266 shares; 2025Q3: 71,381 shares; 2025Q4: 105,195 shares 105,195 $2.04M 0.01% +33,814 Timeline ELCV 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: 93,900 shares; 2025Q1: 115,571 shares; 2025Q2: 131,359 shares; 2025Q3: 56,605 shares; 2025Q4: 76,883 shares 76,883 $2.04M 0.01% +20,278 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,023 shares; 2024Q4: 141,254 shares; 2025Q1: 131,255 shares; 2025Q2: 124,761 shares; 2025Q3: 125,788 shares; 2025Q4: 112,979 shares 112,979 $2.04M 0.01% -12,809 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,616 shares; 2024Q4: 131,078 shares; 2025Q1: 92,082 shares; 2025Q2: 81,719 shares; 2025Q3: 81,956 shares; 2025Q4: 84,453 shares 84,453 $2.04M 0.01% +2,497 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,746 shares; 2025Q1: 4,487 shares; 2025Q2: 12,701 shares; 2025Q3: 14,882 shares; 2025Q4: 11,607 shares 11,607 $2.04M 0.01% -3,275 Timeline IGHG 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: 15,744 shares; 2024Q4: 16,149 shares; 2025Q1: 21,248 shares; 2025Q2: 21,625 shares; 2025Q3: 20,976 shares; 2025Q4: 25,922 shares 25,922 $2.03M 0.01% +4,946 Timeline STXF 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: 104,581 shares; 2024Q4: 137,578 shares; 2025Q1: 148,775 shares; 2025Q2: 120,032 shares; 2025Q3: 94,695 shares; 2025Q4: 46,110 shares 46,110 $2.03M 0.01% -48,585 Timeline PEXL 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: 83,339 shares; 2024Q4: 84,103 shares; 2025Q1: 83,631 shares; 2025Q2: 49,925 shares; 2025Q3: 38,486 shares; 2025Q4: 33,306 shares 33,306 $2.03M 0.01% -5,180 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,502 shares; 2024Q4: 15,003 shares; 2025Q1: 13,924 shares; 2025Q2: 13,300 shares; 2025Q3: 13,637 shares; 2025Q4: 12,717 shares 12,717 $2.03M 0.01% -920 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,663 shares; 2025Q2: 3,174 shares; 2025Q3: 27,509 shares; 2025Q4: 26,813 shares 26,813 $2.03M 0.01% -696 Timeline FAD 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: 5,288 shares; 2024Q4: 7,048 shares; 2025Q1: 9,993 shares; 2025Q2: 9,956 shares; 2025Q3: 10,751 shares; 2025Q4: 12,523 shares 12,523 $2.03M 0.01% +1,772 Timeline FLQS 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: 49,562 shares; 2024Q4: 56,474 shares; 2025Q1: 66,218 shares; 2025Q2: 68,074 shares; 2025Q3: 48,639 shares; 2025Q4: 46,931 shares 46,931 $2.03M 0.01% -1,708 Timeline SILJ 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: 59,871 shares; 2024Q4: 89,646 shares; 2025Q1: 59,886 shares; 2025Q2: 68,524 shares; 2025Q3: 69,797 shares; 2025Q4: 72,944 shares 72,944 $2.02M 0.01% +3,147 Timeline KDEC 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: 41,168 shares; 2025Q1: 91,756 shares; 2025Q2: 87,559 shares; 2025Q3: 87,122 shares; 2025Q4: 78,970 shares 78,970 $2.02M 0.01% -8,152 Timeline BAB 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: 62,331 shares; 2024Q4: 54,266 shares; 2025Q1: 57,602 shares; 2025Q2: 65,137 shares; 2025Q3: 72,937 shares; 2025Q4: 74,034 shares 74,034 $2.01M 0.01% +1,097 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,092 shares; 2024Q4: 40,234 shares; 2025Q1: 20,298 shares; 2025Q2: 51,011 shares; 2025Q3: 64,246 shares; 2025Q4: 62,635 shares 62,635 $2.01M 0.01% -1,611 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 11,680 shares; 2025Q1: 5,118 shares; 2025Q2: 6,563 shares; 2025Q3: 11,651 shares; 2025Q4: 7,852 shares 7,852 $2.01M 0.01% -3,799 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,436 shares; 2024Q4: 93,379 shares; 2025Q1: 103,826 shares; 2025Q2: 87,310 shares; 2025Q3: 87,143 shares; 2025Q4: 111,614 shares 111,614 $2.01M 0.01% +24,471 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,204 shares; 2024Q4: 61,955 shares; 2025Q1: 92,318 shares; 2025Q2: 75,197 shares; 2025Q3: 80,763 shares; 2025Q4: 139,901 shares 139,901 $2.01M 0.01% +59,138 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 77,179 shares; 2025Q1: 21,883 shares; 2025Q2: 23,175 shares; 2025Q3: 32,630 shares; 2025Q4: 14,733 shares 14,733 $2.01M 0.01% -17,897 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,241 shares; 2024Q4: 31,162 shares; 2025Q1: 32,250 shares; 2025Q2: 31,812 shares; 2025Q3: 31,398 shares; 2025Q4: 77,949 shares 77,949 $2M 0.01% +46,551 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,861 shares; 2024Q4: 229,283 shares; 2025Q1: 290,878 shares; 2025Q2: 278,027 shares; 2025Q3: 280,102 shares; 2025Q4: 224,796 shares 224,796 $2M 0.01% -55,306 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,635 shares 54,635 $2M 0.01% new Timeline DIVB 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: 47,559 shares; 2024Q4: 62,304 shares; 2025Q1: 70,207 shares; 2025Q2: 38,529 shares; 2025Q3: 39,514 shares; 2025Q4: 37,533 shares 37,533 $2M 0.01% -1,981 Timeline GUNR 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: 31,810 shares; 2024Q4: 30,363 shares; 2025Q1: 31,153 shares; 2025Q2: 31,989 shares; 2025Q3: 35,036 shares; 2025Q4: 43,404 shares 43,404 $1.99M 0.01% +8,368 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 8,436 shares; 2025Q1: 8,879 shares; 2025Q2: 6,066 shares; 2025Q3: 5,945 shares; 2025Q4: 10,105 shares 10,105 $1.99M 0.01% +4,160 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,501 shares; 2024Q4: 448,362 shares; 2025Q1: 644,809 shares; 2025Q2: 236,170 shares; 2025Q3: 291,622 shares; 2025Q4: 154,281 shares 154,281 $1.99M 0.01% -137,341 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,334 shares; 2024Q4: 37,793 shares; 2025Q1: 38,679 shares; 2025Q2: 37,943 shares; 2025Q3: 48,787 shares; 2025Q4: 37,733 shares 37,733 $1.99M 0.01% -11,054 Timeline LRGF 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: 31,144 shares; 2024Q4: 64,321 shares; 2025Q1: 28,588 shares; 2025Q2: 28,335 shares; 2025Q3: 28,017 shares; 2025Q4: 28,563 shares 28,563 $1.98M 0.01% +546 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 5,953 shares; 2025Q1: 6,302 shares; 2025Q2: 6,236 shares; 2025Q3: 7,797 shares; 2025Q4: 8,190 shares 8,190 $1.98M 0.01% +393 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,713 shares; 2025Q2: 33,006 shares; 2025Q3: 29,939 shares; 2025Q4: 40,663 shares 40,663 $1.98M 0.01% +10,724 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,459 shares; 2024Q4: 64,056 shares; 2025Q1: 71,663 shares; 2025Q2: 98,217 shares; 2025Q3: 140,664 shares; 2025Q4: 149,559 shares 149,559 $1.97M 0.01% +8,895 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,434 shares; 2025Q2: 65,076 shares; 2025Q3: 46,334 shares; 2025Q4: 46,820 shares 46,820 $1.97M 0.01% +486 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: not reported; 2025Q1: 4,994 shares; 2025Q2: 4,763 shares; 2025Q3: 23,575 shares; 2025Q4: 22,580 shares 22,580 $1.97M 0.01% -995 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,057 shares; 2024Q4: 171,163 shares; 2025Q1: 164,804 shares; 2025Q2: 184,708 shares; 2025Q3: 177,862 shares; 2025Q4: 165,484 shares 165,484 $1.96M 0.01% -12,378 Timeline KNOV 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: 76,927 shares; 2025Q1: 74,927 shares; 2025Q2: 69,527 shares; 2025Q3: 67,996 shares; 2025Q4: 68,826 shares 68,826 $1.96M 0.01% +830 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,933 shares; 2024Q4: 30,284 shares; 2025Q1: 27,663 shares; 2025Q2: 27,676 shares; 2025Q3: 31,401 shares; 2025Q4: 30,580 shares 30,580 $1.96M 0.01% -821 Timeline QQQE 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: 17,533 shares; 2024Q4: 10,925 shares; 2025Q1: 13,206 shares; 2025Q2: 15,420 shares; 2025Q3: 16,625 shares; 2025Q4: 19,135 shares 19,135 $1.96M 0.01% +2,510 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,227 shares; 2024Q4: 88,759 shares; 2025Q1: 86,245 shares; 2025Q2: 89,517 shares; 2025Q3: 89,792 shares; 2025Q4: 94,061 shares 94,061 $1.96M 0.01% +4,269 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,186 shares; 2025Q3: 78,093 shares; 2025Q4: 77,373 shares 77,373 $1.95M 0.01% -720 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,964 shares; 2024Q4: 76,110 shares; 2025Q1: 55,052 shares; 2025Q2: 51,884 shares; 2025Q3: 57,054 shares; 2025Q4: 59,027 shares 59,027 $1.95M 0.01% +1,973 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,460 shares; 2024Q4: 131,709 shares; 2025Q1: 147,415 shares; 2025Q2: 151,654 shares; 2025Q3: 146,907 shares; 2025Q4: 140,995 shares 140,995 $1.95M 0.01% -5,912 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 20,469 shares; 2025Q2: 31,138 shares; 2025Q3: 27,824 shares; 2025Q4: 38,248 shares 38,248 $1.94M 0.01% +10,424 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,786 shares; 2024Q4: 57,812 shares; 2025Q1: 55,772 shares; 2025Q2: 45,681 shares; 2025Q3: 24,450 shares; 2025Q4: 23,511 shares 23,511 $1.94M 0.01% -939 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,096 shares; 2024Q4: 31,458 shares; 2025Q1: 29,480 shares; 2025Q2: 26,212 shares; 2025Q3: 32,026 shares; 2025Q4: 33,000 shares 33,000 $1.93M 0.01% +974 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,868 shares; 2024Q4: 22,547 shares; 2025Q1: 19,737 shares; 2025Q2: 27,730 shares; 2025Q3: 14,642 shares; 2025Q4: 14,191 shares 14,191 $1.93M 0.01% -451 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,503 shares; 2024Q4: 121,347 shares; 2025Q1: 124,521 shares; 2025Q2: 121,530 shares; 2025Q3: 129,789 shares; 2025Q4: 119,872 shares 119,872 $1.93M 0.01% -9,917 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,989 shares; 2024Q4: 13,752 shares; 2025Q1: 16,884 shares; 2025Q2: 19,199 shares; 2025Q3: 20,443 shares; 2025Q4: 26,243 shares 26,243 $1.92M 0.01% +5,800 Timeline PWV 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: 35,173 shares; 2024Q4: 65,580 shares; 2025Q1: 58,178 shares; 2025Q2: 77,601 shares; 2025Q3: 29,160 shares; 2025Q4: 28,883 shares 28,883 $1.92M 0.01% -277 Timeline SMOT 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: 98,842 shares; 2024Q4: 113,254 shares; 2025Q1: 84,297 shares; 2025Q2: 87,938 shares; 2025Q3: 61,444 shares; 2025Q4: 53,004 shares 53,004 $1.92M 0.01% -8,440 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,280 shares; 2025Q1: 25,219 shares; 2025Q2: 14,879 shares; 2025Q3: 15,174 shares; 2025Q4: 42,248 shares 42,248 $1.92M 0.01% +27,074 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest 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: 13,069 shares 13,069 $1.92M 0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,761 shares; 2025Q1: 6,421 shares; 2025Q2: 11,644 shares; 2025Q3: 15,980 shares; 2025Q4: 10,490 shares 10,490 $1.91M 0.01% -5,490 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,183 shares; 2024Q4: 38,816 shares; 2025Q1: 37,222 shares; 2025Q2: 35,033 shares; 2025Q3: 35,623 shares; 2025Q4: 35,433 shares 35,433 $1.91M 0.01% -190 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,787 shares; 2024Q4: 20,707 shares; 2025Q1: 21,385 shares; 2025Q2: 22,158 shares; 2025Q3: 25,149 shares; 2025Q4: 31,221 shares 31,221 $1.91M 0.01% +6,072 Timeline OCTW 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: 29,599 shares; 2024Q4: 32,190 shares; 2025Q1: 52,313 shares; 2025Q2: 42,321 shares; 2025Q3: 42,813 shares; 2025Q4: 48,977 shares 48,977 $1.91M 0.01% +6,164 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,378 shares; 2024Q4: 478,099 shares; 2025Q1: 494,708 shares; 2025Q2: 531,744 shares; 2025Q3: 421,303 shares; 2025Q4: 407,234 shares 407,234 $1.91M 0.01% -14,069 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,792 shares; 2024Q4: 13,890 shares; 2025Q1: 22,326 shares; 2025Q2: 12,828 shares; 2025Q3: 11,826 shares; 2025Q4: 10,873 shares 10,873 $1.91M 0.01% -953 Timeline TVAL 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: 16,425 shares; 2025Q1: 41,938 shares; 2025Q2: 42,503 shares; 2025Q3: 45,629 shares; 2025Q4: 54,120 shares 54,120 $1.91M 0.01% +8,491 Timeline KAPR 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: 91,824 shares; 2024Q4: 82,844 shares; 2025Q1: 71,259 shares; 2025Q2: 56,207 shares; 2025Q3: 55,821 shares; 2025Q4: 54,165 shares 54,165 $1.9M 0.01% -1,656 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,321 shares; 2024Q4: 40,478 shares; 2025Q1: 22,611 shares; 2025Q2: 24,811 shares; 2025Q3: 32,803 shares; 2025Q4: 31,472 shares 31,472 $1.9M 0.01% -1,331 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,662 shares; 2024Q4: 33,676 shares; 2025Q1: 32,898 shares; 2025Q2: 75,838 shares; 2025Q3: 90,154 shares; 2025Q4: 94,764 shares 94,764 $1.9M 0.01% +4,610 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,946 shares; 2024Q4: 16,426 shares; 2025Q1: 19,435 shares; 2025Q2: 21,811 shares; 2025Q3: 24,206 shares; 2025Q4: 25,583 shares 25,583 $1.9M 0.01% +1,377 Timeline OACP 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: 95,044 shares; 2024Q4: 90,665 shares; 2025Q1: 90,940 shares; 2025Q2: 86,843 shares; 2025Q3: 76,178 shares; 2025Q4: 82,481 shares 82,481 $1.9M 0.01% +6,303 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,696 shares; 2024Q4: 112,940 shares; 2025Q1: 124,160 shares; 2025Q2: 144,727 shares; 2025Q3: 161,240 shares; 2025Q4: 181,085 shares 181,085 $1.9M 0.01% +19,845 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,386 shares; 2024Q4: 40,390 shares; 2025Q1: 70,092 shares; 2025Q2: 66,875 shares; 2025Q3: 80,182 shares; 2025Q4: 113,670 shares 113,670 $1.9M 0.01% +33,488 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,648 shares; 2025Q1: 4,976 shares; 2025Q2: 12,631 shares; 2025Q3: 15,211 shares; 2025Q4: 36,048 shares 36,048 $1.9M 0.01% +20,837 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 8,137 shares; 2025Q3: 11,838 shares; 2025Q4: 12,009 shares 12,009 $1.9M 0.01% +171 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,087 shares; 2025Q2: 73,323 shares; 2025Q3: 66,431 shares; 2025Q4: 74,691 shares 74,691 $1.9M 0.01% +8,260 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,603 shares; 2024Q4: 331,943 shares; 2025Q1: 342,128 shares; 2025Q2: 357,175 shares; 2025Q3: 359,010 shares; 2025Q4: 359,581 shares 359,581 $1.9M 0.01% +571 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,440 shares; 2024Q4: 93,732 shares; 2025Q1: 89,002 shares; 2025Q2: 70,641 shares; 2025Q3: 70,684 shares; 2025Q4: 75,025 shares 75,025 $1.89M <0.01% +4,341 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 5,983 shares; 2025Q1: 10,187 shares; 2025Q2: 11,602 shares; 2025Q3: 9,998 shares; 2025Q4: 8,703 shares 8,703 $1.89M <0.01% -1,295 Timeline DFLV 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: 62,135 shares; 2024Q4: 26,427 shares; 2025Q1: 27,104 shares; 2025Q2: 31,351 shares; 2025Q3: 57,017 shares; 2025Q4: 55,146 shares 55,146 $1.89M <0.01% -1,871 Timeline EMHY 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: 35,077 shares; 2024Q4: 38,364 shares; 2025Q1: 33,290 shares; 2025Q2: 45,889 shares; 2025Q3: 42,756 shares; 2025Q4: 46,717 shares 46,717 $1.89M <0.01% +3,961 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,750 shares; 2024Q4: 166,889 shares; 2025Q1: 187,789 shares; 2025Q2: 432,820 shares; 2025Q3: 284,350 shares; 2025Q4: 303,482 shares 303,482 $1.89M <0.01% +19,132 Timeline NUKZ 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: not reported; 2024Q4: 5,605 shares; 2025Q1: 13,850 shares; 2025Q2: 16,019 shares; 2025Q3: 21,495 shares; 2025Q4: 29,683 shares 29,683 $1.89M <0.01% +8,188 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,592 shares; 2024Q4: 221,141 shares; 2025Q1: 207,157 shares; 2025Q2: 217,821 shares; 2025Q3: 232,938 shares; 2025Q4: 205,362 shares 205,362 $1.89M <0.01% -27,576 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 16,353 shares; 2025Q1: 17,086 shares; 2025Q2: 16,685 shares; 2025Q3: 17,477 shares; 2025Q4: 15,303 shares 15,303 $1.88M <0.01% -2,174 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,116 shares; 2025Q1: 4,317 shares; 2025Q2: 4,073 shares; 2025Q3: 4,641 shares; 2025Q4: 7,747 shares 7,747 $1.88M <0.01% +3,106 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,280 shares; 2024Q4: 32,472 shares; 2025Q1: 34,674 shares; 2025Q2: 33,720 shares; 2025Q3: 40,237 shares; 2025Q4: 48,565 shares 48,565 $1.88M <0.01% +8,328 Timeline CARZ 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: 24,823 shares; 2025Q1: 25,026 shares; 2025Q2: 24,487 shares; 2025Q3: 24,385 shares; 2025Q4: 24,143 shares 24,143 $1.88M <0.01% -242 Timeline IDEF 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: 35,813 shares; 2025Q4: 60,977 shares 60,977 $1.88M <0.01% +25,164 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,893 shares; 2024Q4: 9,251 shares; 2025Q1: 8,767 shares; 2025Q2: 8,901 shares; 2025Q3: 12,069 shares; 2025Q4: 18,417 shares 18,417 $1.88M <0.01% +6,348 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,705 shares; 2024Q4: 160,730 shares; 2025Q1: 154,013 shares; 2025Q2: 135,503 shares; 2025Q3: 166,448 shares; 2025Q4: 188,495 shares 188,495 $1.88M <0.01% +22,047 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,431 shares; 2024Q4: 32,908 shares; 2025Q1: 33,947 shares; 2025Q2: 33,869 shares; 2025Q3: 30,798 shares; 2025Q4: 30,128 shares 30,128 $1.88M <0.01% -670 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,419 shares; 2025Q1: 36,613 shares; 2025Q2: 57,586 shares; 2025Q3: 53,144 shares; 2025Q4: 76,083 shares 76,083 $1.88M <0.01% +22,939 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239,607 shares 239,607 $1.87M <0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,129 shares; 2024Q4: 159,532 shares; 2025Q1: 160,071 shares; 2025Q2: 182,487 shares; 2025Q3: 190,796 shares; 2025Q4: 191,966 shares 191,966 $1.87M <0.01% +1,170 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE 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: 39,109 shares 39,109 $1.87M <0.01% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,798 shares; 2024Q4: 224,915 shares; 2025Q1: 219,771 shares; 2025Q2: 218,419 shares; 2025Q3: 207,936 shares; 2025Q4: 217,713 shares 217,713 $1.87M <0.01% +9,777 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337,901 shares; 2025Q1: 153,367 shares; 2025Q2: 141,148 shares; 2025Q3: 141,347 shares; 2025Q4: 71,295 shares 71,295 $1.87M <0.01% -70,052 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,637 shares; 2024Q4: 51,001 shares; 2025Q1: 83,141 shares; 2025Q2: 52,592 shares; 2025Q3: 60,778 shares; 2025Q4: 78,719 shares 78,719 $1.87M <0.01% +17,941 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,373 shares; 2024Q4: 1,106,287 shares; 2025Q1: 956,263 shares; 2025Q2: 902,704 shares; 2025Q3: 737,745 shares; 2025Q4: 753,507 shares 753,507 $1.86M <0.01% +15,762 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,367 shares; 2024Q4: 457,872 shares; 2025Q1: 430,181 shares; 2025Q2: 454,215 shares; 2025Q3: 430,043 shares; 2025Q4: 382,825 shares 382,825 $1.86M <0.01% -47,218 Timeline USAI 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: 49,861 shares; 2024Q4: 77,937 shares; 2025Q1: 107,603 shares; 2025Q2: 68,640 shares; 2025Q3: 47,129 shares; 2025Q4: 48,669 shares 48,669 $1.86M <0.01% +1,540 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,767 shares; 2025Q1: 2,028 shares; 2025Q2: 2,143 shares; 2025Q3: 2,592 shares; 2025Q4: 5,730 shares 5,730 $1.85M <0.01% +3,138 Timeline CHGX 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: 58,734 shares; 2025Q3: 57,568 shares; 2025Q4: 68,161 shares 68,161 $1.85M <0.01% +10,593 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,094 shares; 2024Q4: 52,736 shares; 2025Q1: 38,095 shares; 2025Q2: 53,958 shares; 2025Q3: 69,367 shares; 2025Q4: 137,392 shares 137,392 $1.85M <0.01% +68,025 Timeline FXG 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: 34,341 shares; 2024Q4: 35,389 shares; 2025Q1: 33,216 shares; 2025Q2: 40,960 shares; 2025Q3: 39,315 shares; 2025Q4: 30,499 shares 30,499 $1.85M <0.01% -8,816 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,870 shares; 2025Q1: 12,709 shares; 2025Q2: 12,784 shares; 2025Q3: 82,767 shares; 2025Q4: 60,237 shares 60,237 $1.85M <0.01% -22,530 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 6,968 shares; 2025Q1: 9,179 shares; 2025Q2: 1,891 shares; 2025Q3: 1,982 shares; 2025Q4: 3,793 shares 3,793 $1.85M <0.01% +1,811 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,439 shares; 2024Q4: 94,200 shares; 2025Q1: 73,290 shares; 2025Q2: 67,984 shares; 2025Q3: 72,593 shares; 2025Q4: 73,092 shares 73,092 $1.84M <0.01% +499 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,353 shares; 2025Q3: 6,103 shares; 2025Q4: 26,699 shares 26,699 $1.84M <0.01% +20,596 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 16,694 shares; 2025Q1: 16,082 shares; 2025Q2: 15,958 shares; 2025Q3: 15,131 shares; 2025Q4: 15,150 shares 15,150 $1.84M <0.01% +19 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,957 shares; 2024Q4: 25,611 shares; 2025Q1: 24,783 shares; 2025Q2: 25,941 shares; 2025Q3: 32,753 shares; 2025Q4: 37,113 shares 37,113 $1.84M <0.01% +4,360 Timeline QWLD 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: 12,644 shares; 2024Q4: 12,700 shares; 2025Q1: 12,425 shares; 2025Q2: 12,405 shares; 2025Q3: 12,419 shares; 2025Q4: 12,805 shares 12,805 $1.83M <0.01% +386 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,065 shares; 2024Q4: 37,643 shares; 2025Q1: 35,778 shares; 2025Q2: 35,431 shares; 2025Q3: 34,718 shares; 2025Q4: 34,557 shares 34,557 $1.83M <0.01% -161 Timeline GANX GAIN THERAPEUTICS INC More: the full row for GAIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,500 shares; 2025Q1: 59,500 shares; 2025Q2: 179,500 shares; 2025Q3: 318,645 shares; 2025Q4: 568,645 shares 568,645 $1.83M <0.01% +250,000 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,106 shares; 2024Q4: 28,843 shares; 2025Q1: 30,553 shares; 2025Q2: 27,137 shares; 2025Q3: 27,889 shares; 2025Q4: 28,424 shares 28,424 $1.83M <0.01% +535 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,370 shares; 2024Q4: 75,539 shares; 2025Q1: 77,020 shares; 2025Q2: 72,851 shares; 2025Q3: 74,195 shares; 2025Q4: 76,389 shares 76,389 $1.83M <0.01% +2,194 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 10,501 shares; 2025Q1: 11,277 shares; 2025Q2: 10,959 shares; 2025Q3: 10,342 shares; 2025Q4: 13,828 shares 13,828 $1.82M <0.01% +3,486 Timeline KBWD 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: 113,648 shares; 2024Q4: 119,616 shares; 2025Q1: 106,372 shares; 2025Q2: 110,874 shares; 2025Q3: 115,309 shares; 2025Q4: 133,570 shares 133,570 $1.82M <0.01% +18,261 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,407 shares; 2024Q4: 540,815 shares; 2025Q1: 514,815 shares; 2025Q2: 524,646 shares; 2025Q3: 519,971 shares; 2025Q4: 476,455 shares 476,455 $1.82M <0.01% -43,516 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,719 shares; 2024Q4: 22,505 shares; 2025Q1: 22,591 shares; 2025Q2: 22,359 shares; 2025Q3: 22,732 shares; 2025Q4: 24,204 shares 24,204 $1.82M <0.01% +1,472 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,081 shares; 2024Q4: 59,581 shares; 2025Q1: 79,784 shares; 2025Q2: 83,117 shares; 2025Q3: 91,661 shares; 2025Q4: 82,654 shares 82,654 $1.82M <0.01% -9,007 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,601 shares; 2024Q4: 40,605 shares; 2025Q1: 37,575 shares; 2025Q2: 37,304 shares; 2025Q3: 39,643 shares; 2025Q4: 22,733 shares 22,733 $1.82M <0.01% -16,910 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 15,220 shares; 2025Q1: 16,071 shares; 2025Q2: 16,823 shares; 2025Q3: 23,589 shares; 2025Q4: 33,569 shares 33,569 $1.81M <0.01% +9,980 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,653 shares; 2024Q4: 115,427 shares; 2025Q1: 117,436 shares; 2025Q2: 115,510 shares; 2025Q3: 22,154 shares; 2025Q4: 26,850 shares 26,850 $1.81M <0.01% +4,696 Timeline NXTG 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: 20,445 shares; 2024Q4: 19,157 shares; 2025Q1: 18,376 shares; 2025Q2: 17,620 shares; 2025Q3: 17,357 shares; 2025Q4: 16,736 shares 16,736 $1.8M <0.01% -621 Timeline DNOV 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: 43,719 shares; 2024Q4: 49,388 shares; 2025Q1: 48,945 shares; 2025Q2: 48,433 shares; 2025Q3: 46,747 shares; 2025Q4: 36,925 shares 36,925 $1.8M <0.01% -9,822 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,779 shares; 2024Q4: 50,263 shares; 2025Q1: 47,315 shares; 2025Q2: 40,709 shares; 2025Q3: 42,240 shares; 2025Q4: 43,141 shares 43,141 $1.8M <0.01% +901 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,517 shares; 2024Q4: 16,137 shares; 2025Q1: 14,228 shares; 2025Q2: 15,971 shares; 2025Q3: 15,302 shares; 2025Q4: 15,011 shares 15,011 $1.8M <0.01% -291 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,656 shares; 2024Q4: 51,527 shares; 2025Q1: 49,662 shares; 2025Q2: 46,244 shares; 2025Q3: 34,592 shares; 2025Q4: 36,249 shares 36,249 $1.8M <0.01% +1,657 Timeline BNGE 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: 48,921 shares; 2025Q3: 48,932 shares; 2025Q4: 47,773 shares 47,773 $1.79M <0.01% -1,159 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 6,431 shares; 2025Q1: 7,577 shares; 2025Q2: 9,703 shares; 2025Q3: 13,582 shares; 2025Q4: 14,240 shares 14,240 $1.79M <0.01% +658 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,893 shares; 2024Q4: 123,564 shares; 2025Q1: 86,921 shares; 2025Q2: 121,815 shares; 2025Q3: 121,273 shares; 2025Q4: 116,346 shares 116,346 $1.78M <0.01% -4,927 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,321 shares; 2024Q4: 22,295 shares; 2025Q1: 12,567 shares; 2025Q2: 12,594 shares; 2025Q3: 17,657 shares; 2025Q4: 17,306 shares 17,306 $1.78M <0.01% -351 Timeline DIV 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: 84,317 shares; 2024Q4: 92,841 shares; 2025Q1: 93,122 shares; 2025Q2: 92,713 shares; 2025Q3: 93,401 shares; 2025Q4: 102,901 shares 102,901 $1.78M <0.01% +9,500 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,615 shares; 2024Q4: 223,216 shares; 2025Q1: 131,994 shares; 2025Q2: 106,620 shares; 2025Q3: 182,828 shares; 2025Q4: 106,948 shares 106,948 $1.78M <0.01% -75,880 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,788 shares; 2024Q4: 17,406 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,112 shares 189,112 $1.78M <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,497 shares; 2024Q4: 36,016 shares; 2025Q1: 33,929 shares; 2025Q2: 34,322 shares; 2025Q3: 37,075 shares; 2025Q4: 21,908 shares 21,908 $1.77M <0.01% -15,167 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,036 shares; 2024Q4: 21,124 shares; 2025Q1: 17,125 shares; 2025Q2: 21,154 shares; 2025Q3: 20,728 shares; 2025Q4: 18,207 shares 18,207 $1.77M <0.01% -2,521 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,463 shares 92,463 $1.77M <0.01% new Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,631 shares; 2025Q4: 50,197 shares 50,197 $1.77M <0.01% +22,566 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,702 shares; 2024Q4: 13,215 shares; 2025Q1: 12,583 shares; 2025Q2: 11,466 shares; 2025Q3: 30,560 shares; 2025Q4: 27,912 shares 27,912 $1.77M <0.01% -2,648 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 4,238 shares; 2025Q1: 4,216 shares; 2025Q2: 5,473 shares; 2025Q3: 5,494 shares; 2025Q4: 4,778 shares 4,778 $1.77M <0.01% -716 Timeline ALAI 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: 10,278 shares; 2025Q1: 14,949 shares; 2025Q2: 23,523 shares; 2025Q3: 39,022 shares; 2025Q4: 48,899 shares 48,899 $1.77M <0.01% +9,877 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,503 shares; 2025Q1: 65,401 shares; 2025Q2: 60,519 shares; 2025Q3: 45,633 shares; 2025Q4: 75,837 shares 75,837 $1.77M <0.01% +30,204 Timeline QEFA 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: 10,399 shares; 2024Q4: 12,624 shares; 2025Q1: 20,789 shares; 2025Q2: 20,421 shares; 2025Q3: 20,382 shares; 2025Q4: 19,445 shares 19,445 $1.76M <0.01% -937 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,364 shares; 2024Q4: 81,415 shares; 2025Q1: 76,468 shares; 2025Q2: 70,651 shares; 2025Q3: 65,277 shares; 2025Q4: 62,317 shares 62,317 $1.76M <0.01% -2,960 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,873 shares; 2024Q4: 35,583 shares; 2025Q1: 36,371 shares; 2025Q2: 39,072 shares; 2025Q3: 45,803 shares; 2025Q4: 53,968 shares 53,968 $1.76M <0.01% +8,165 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,222 shares; 2025Q4: 93,587 shares 93,587 $1.75M <0.01% +67,365 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,346 shares; 2024Q4: 32,321 shares; 2025Q1: 32,888 shares; 2025Q2: 35,271 shares; 2025Q3: 26,538 shares; 2025Q4: 29,852 shares 29,852 $1.75M <0.01% +3,314 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,015 shares; 2024Q4: 108,109 shares; 2025Q1: 105,994 shares; 2025Q2: 105,994 shares; 2025Q3: 103,452 shares; 2025Q4: 92,891 shares 92,891 $1.75M <0.01% -10,561 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,264 shares; 2025Q1: 3,269 shares; 2025Q2: 3,293 shares; 2025Q3: 3,770 shares; 2025Q4: 3,940 shares 3,940 $1.75M <0.01% +170 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,519 shares; 2024Q4: 14,927 shares; 2025Q1: 9,683 shares; 2025Q2: 7,374 shares; 2025Q3: 19,215 shares; 2025Q4: 7,669 shares 7,669 $1.75M <0.01% -11,546 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 36,490 shares; 2025Q1: 70,971 shares; 2025Q2: 79,671 shares; 2025Q3: 84,027 shares; 2025Q4: 105,027 shares 105,027 $1.75M <0.01% +21,000 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,895 shares; 2024Q4: 30,456 shares; 2025Q1: 28,799 shares; 2025Q2: 35,057 shares; 2025Q3: 30,365 shares; 2025Q4: 33,381 shares 33,381 $1.75M <0.01% +3,016 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,613 shares; 2024Q4: 44,728 shares; 2025Q1: 43,605 shares; 2025Q2: 37,836 shares; 2025Q3: 31,283 shares; 2025Q4: 35,346 shares 35,346 $1.75M <0.01% +4,063 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 12,256 shares; 2025Q1: 17,409 shares; 2025Q2: 15,277 shares; 2025Q3: 14,264 shares; 2025Q4: 13,685 shares 13,685 $1.75M <0.01% -579 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 13,659 shares; 2025Q4: 16,395 shares 16,395 $1.75M <0.01% +2,736 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,234 shares; 2024Q4: 228,706 shares; 2025Q1: 255,786 shares; 2025Q2: 139,519 shares; 2025Q3: 139,506 shares; 2025Q4: 140,894 shares 140,894 $1.74M <0.01% +1,388 Timeline OAIM 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: 61,465 shares; 2024Q4: 87,967 shares; 2025Q1: 94,292 shares; 2025Q2: 100,711 shares; 2025Q3: 39,932 shares; 2025Q4: 42,092 shares 42,092 $1.74M <0.01% +2,160 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 35,886 shares; 2025Q4: 60,733 shares 60,733 $1.74M <0.01% +24,847 Timeline FCEF 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: 70,121 shares; 2024Q4: 79,228 shares; 2025Q1: 93,413 shares; 2025Q2: 93,569 shares; 2025Q3: 95,708 shares; 2025Q4: 75,855 shares 75,855 $1.74M <0.01% -19,853 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,153 shares; 2024Q4: 17,912 shares; 2025Q1: 15,740 shares; 2025Q2: 25,688 shares; 2025Q3: 24,859 shares; 2025Q4: 21,526 shares 21,526 $1.74M <0.01% -3,333 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: 8,762 shares; 2025Q1: 8,258 shares; 2025Q2: 8,311 shares; 2025Q3: 11,741 shares; 2025Q4: 13,604 shares 13,604 $1.74M <0.01% +1,863 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,799 shares; 2024Q4: 40,624 shares; 2025Q1: 40,420 shares; 2025Q2: 40,229 shares; 2025Q3: 47,343 shares; 2025Q4: 47,225 shares 47,225 $1.74M <0.01% -118 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,438 shares; 2024Q4: 49,083 shares; 2025Q1: 48,901 shares; 2025Q2: 47,826 shares; 2025Q3: 48,756 shares; 2025Q4: 51,824 shares 51,824 $1.73M <0.01% +3,068 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,930 shares; 2024Q4: 51,459 shares; 2025Q1: 66,160 shares; 2025Q2: 78,508 shares; 2025Q3: 87,370 shares; 2025Q4: 88,746 shares 88,746 $1.73M <0.01% +1,376 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,950 shares; 2024Q4: 67,152 shares; 2025Q1: 64,713 shares; 2025Q2: 46,043 shares; 2025Q3: 44,639 shares; 2025Q4: 42,657 shares 42,657 $1.73M <0.01% -1,982 Timeline DTCR 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: 12,182 shares; 2024Q4: 18,729 shares; 2025Q1: 42,184 shares; 2025Q2: 47,234 shares; 2025Q3: 62,878 shares; 2025Q4: 81,787 shares 81,787 $1.73M <0.01% +18,909 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,390 shares; 2025Q3: 40,864 shares; 2025Q4: 46,520 shares 46,520 $1.73M <0.01% +5,656 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,746 shares; 2024Q4: 24,111 shares; 2025Q1: 23,820 shares; 2025Q2: 26,529 shares; 2025Q3: 30,500 shares; 2025Q4: 29,106 shares 29,106 $1.72M <0.01% -1,394 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,836 shares; 2024Q4: 23,993 shares; 2025Q1: 22,864 shares; 2025Q2: 29,555 shares; 2025Q3: 31,463 shares; 2025Q4: 39,716 shares 39,716 $1.72M <0.01% +8,253 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,727 shares; 2024Q4: 7,877 shares; 2025Q1: 7,654 shares; 2025Q2: 10,861 shares; 2025Q3: 16,660 shares; 2025Q4: 45,228 shares 45,228 $1.72M <0.01% +28,568 Timeline PRN 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: 30,333 shares; 2024Q4: 28,667 shares; 2025Q1: 28,229 shares; 2025Q2: 21,214 shares; 2025Q3: 12,401 shares; 2025Q4: 9,849 shares 9,849 $1.72M <0.01% -2,552 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,817 shares; 2025Q2: 8,885 shares; 2025Q3: 19,723 shares; 2025Q4: 21,952 shares 21,952 $1.72M <0.01% +2,229 Timeline GCC 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: 306,419 shares; 2024Q4: 96,570 shares; 2025Q1: 107,532 shares; 2025Q2: 100,981 shares; 2025Q3: 97,761 shares; 2025Q4: 80,837 shares 80,837 $1.71M <0.01% -16,924 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,545 shares; 2024Q4: 43,165 shares; 2025Q1: 39,502 shares; 2025Q2: 38,837 shares; 2025Q3: 37,415 shares; 2025Q4: 39,459 shares 39,459 $1.71M <0.01% +2,044 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,189 shares; 2025Q2: 60,844 shares; 2025Q3: 46,840 shares; 2025Q4: 45,997 shares 45,997 $1.71M <0.01% -843 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,895 shares; 2024Q4: 18,862 shares; 2025Q1: 15,459 shares; 2025Q2: 15,580 shares; 2025Q3: 16,545 shares; 2025Q4: 20,419 shares 20,419 $1.7M <0.01% +3,874 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,633 shares; 2024Q4: 13,326 shares; 2025Q1: 13,826 shares; 2025Q2: 14,055 shares; 2025Q3: 23,702 shares; 2025Q4: 22,012 shares 22,012 $1.7M <0.01% -1,690 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,728 shares; 2024Q4: 137,390 shares; 2025Q1: 143,043 shares; 2025Q2: 150,237 shares; 2025Q3: 149,368 shares; 2025Q4: 136,796 shares 136,796 $1.7M <0.01% -12,572 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,503 shares; 2024Q4: 30,394 shares; 2025Q1: 21,581 shares; 2025Q2: 33,895 shares; 2025Q3: 51,478 shares; 2025Q4: 68,284 shares 68,284 $1.7M <0.01% +16,806 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,824 shares; 2025Q2: 32,728 shares; 2025Q3: 33,353 shares; 2025Q4: 33,537 shares 33,537 $1.7M <0.01% +184 Timeline GPIQ 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: 18,605 shares; 2024Q4: 18,691 shares; 2025Q1: not reported; 2025Q2: 9,659 shares; 2025Q3: 28,686 shares; 2025Q4: 32,164 shares 32,164 $1.7M <0.01% +3,478 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 21,039 shares; 2025Q1: 19,572 shares; 2025Q2: 19,116 shares; 2025Q3: 19,239 shares; 2025Q4: 17,381 shares 17,381 $1.7M <0.01% -1,858 Timeline GMMA TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,001 shares; 2025Q1: 26,276 shares; 2025Q2: 58,867 shares; 2025Q3: 71,785 shares; 2025Q4: 80,347 shares 80,347 $1.7M <0.01% +8,562 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,290 shares; 2024Q4: 32,958 shares; 2025Q1: 22,059 shares; 2025Q2: 22,600 shares; 2025Q3: 21,805 shares; 2025Q4: 25,159 shares 25,159 $1.7M <0.01% +3,354 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,666 shares; 2024Q4: 24,064 shares; 2025Q1: 19,239 shares; 2025Q2: 21,575 shares; 2025Q3: 21,875 shares; 2025Q4: 21,654 shares 21,654 $1.7M <0.01% -221 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,038 shares; 2024Q4: 30,941 shares; 2025Q1: 30,672 shares; 2025Q2: 31,726 shares; 2025Q3: 35,693 shares; 2025Q4: 37,008 shares 37,008 $1.69M <0.01% +1,315 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 58,336 shares; 2025Q1: 75,344 shares; 2025Q2: 76,713 shares; 2025Q3: 74,707 shares; 2025Q4: 81,177 shares 81,177 $1.69M <0.01% +6,470 Timeline APRW 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: 49,347 shares; 2024Q4: 45,557 shares; 2025Q1: 42,552 shares; 2025Q2: 49,898 shares; 2025Q3: 49,989 shares; 2025Q4: 48,281 shares 48,281 $1.68M <0.01% -1,708 Timeline RWK 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: 8,563 shares; 2024Q4: 8,274 shares; 2025Q1: 10,145 shares; 2025Q2: 9,216 shares; 2025Q3: 13,173 shares; 2025Q4: 13,297 shares 13,297 $1.68M <0.01% +124 Timeline TCAL 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: not reported; 2025Q1: not reported; 2025Q2: 10,665 shares; 2025Q3: 36,901 shares; 2025Q4: 71,286 shares 71,286 $1.68M <0.01% +34,385 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,917 shares; 2024Q4: 40,231 shares; 2025Q1: 38,910 shares; 2025Q2: 45,730 shares; 2025Q3: 20,609 shares; 2025Q4: 21,022 shares 21,022 $1.68M <0.01% +413 Timeline EPI 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: 74,170 shares; 2024Q4: 67,938 shares; 2025Q1: 69,873 shares; 2025Q2: 69,024 shares; 2025Q3: 72,041 shares; 2025Q4: 36,192 shares 36,192 $1.68M <0.01% -35,849 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,175 shares; 2024Q4: 226,561 shares; 2025Q1: 229,657 shares; 2025Q2: 240,692 shares; 2025Q3: 251,871 shares; 2025Q4: 264,373 shares 264,373 $1.67M <0.01% +12,502 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 21,119 shares; 2025Q2: 25,781 shares; 2025Q3: 34,278 shares; 2025Q4: 28,252 shares 28,252 $1.67M <0.01% -6,026 Timeline ETW 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: 420,994 shares; 2024Q4: 410,853 shares; 2025Q1: 336,599 shares; 2025Q2: 293,571 shares; 2025Q3: 186,328 shares; 2025Q4: 180,884 shares 180,884 $1.67M <0.01% -5,444 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 30,055 shares; 2025Q1: 31,025 shares; 2025Q2: 28,667 shares; 2025Q3: 23,785 shares; 2025Q4: 19,283 shares 19,283 $1.67M <0.01% -4,502 Timeline RSPS 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: 119,980 shares; 2024Q4: 89,015 shares; 2025Q1: 72,293 shares; 2025Q2: 67,408 shares; 2025Q3: 59,678 shares; 2025Q4: 57,351 shares 57,351 $1.67M <0.01% -2,327 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,102 shares; 2024Q4: 13,416 shares; 2025Q1: 12,723 shares; 2025Q2: 12,101 shares; 2025Q3: 13,022 shares; 2025Q4: 7,746 shares 7,746 $1.66M <0.01% -5,276 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 11,666 shares; 2025Q1: 23,362 shares; 2025Q2: 34,304 shares; 2025Q3: 36,525 shares; 2025Q4: 39,856 shares 39,856 $1.66M <0.01% +3,331 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,265 shares; 2024Q4: 63,400 shares; 2025Q1: 65,824 shares; 2025Q2: 53,094 shares; 2025Q3: 54,882 shares; 2025Q4: 52,548 shares 52,548 $1.66M <0.01% -2,334 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,124 shares; 2024Q4: 78,512 shares; 2025Q1: 78,218 shares; 2025Q2: 69,445 shares; 2025Q3: 67,820 shares; 2025Q4: 65,603 shares 65,603 $1.65M <0.01% -2,217 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,932 shares; 2024Q4: 13,512 shares; 2025Q1: 13,580 shares; 2025Q2: 13,779 shares; 2025Q3: 14,209 shares; 2025Q4: 12,669 shares 12,669 $1.65M <0.01% -1,540 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 11,332 shares; 2025Q1: 11,795 shares; 2025Q2: 27,820 shares; 2025Q3: 29,213 shares; 2025Q4: 33,717 shares 33,717 $1.65M <0.01% +4,504 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 6,875 shares; 2025Q1: 13,829 shares; 2025Q2: 18,139 shares; 2025Q3: 23,564 shares; 2025Q4: 31,828 shares 31,828 $1.65M <0.01% +8,264 Timeline STXV 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: 194,856 shares; 2024Q4: 198,077 shares; 2025Q1: 202,665 shares; 2025Q2: 52,405 shares; 2025Q3: 49,678 shares; 2025Q4: 49,227 shares 49,227 $1.65M <0.01% -451 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES 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: 4,894 shares; 2025Q4: 36,828 shares 36,828 $1.65M <0.01% +31,934 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 29,231 shares; 2025Q1: 27,428 shares; 2025Q2: 48,394 shares; 2025Q3: 36,149 shares; 2025Q4: 50,646 shares 50,646 $1.64M <0.01% +14,497 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,209 shares; 2025Q1: 1,306 shares; 2025Q2: 1,269 shares; 2025Q3: 1,234 shares; 2025Q4: 1,313 shares 1,313 $1.64M <0.01% +79 WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,210 shares; 2024Q4: 19,604 shares; 2025Q1: 23,738 shares; 2025Q2: 21,328 shares; 2025Q3: 18,533 shares; 2025Q4: 13,658 shares 13,658 $1.64M <0.01% -4,875 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,681 shares; 2024Q4: 37,554 shares; 2025Q1: 9,719 shares; 2025Q2: 9,904 shares; 2025Q3: 35,593 shares; 2025Q4: 42,728 shares 42,728 $1.64M <0.01% +7,135 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,739 shares; 2024Q4: 33,392 shares; 2025Q1: 27,872 shares; 2025Q2: 26,382 shares; 2025Q3: 29,542 shares; 2025Q4: 36,923 shares 36,923 $1.64M <0.01% +7,381 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 4,042 shares; 2025Q1: not reported; 2025Q2: 8,893 shares; 2025Q3: 13,847 shares; 2025Q4: 14,275 shares 14,275 $1.64M <0.01% +428 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,732 shares; 2024Q4: 196,088 shares; 2025Q1: 198,106 shares; 2025Q2: 181,450 shares; 2025Q3: 180,001 shares; 2025Q4: 185,731 shares 185,731 $1.64M <0.01% +5,730 Timeline BILZ 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: 5,332 shares; 2024Q4: 16,091 shares; 2025Q1: 32,866 shares; 2025Q2: 21,439 shares; 2025Q3: 21,776 shares; 2025Q4: 16,248 shares 16,248 $1.64M <0.01% -5,528 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 10,930 shares; 2025Q1: 39,232 shares; 2025Q2: 52,668 shares; 2025Q3: 51,778 shares; 2025Q4: 49,212 shares 49,212 $1.64M <0.01% -2,566 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 7,905 shares 7,905 $1.63M <0.01% +6,618 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,976 shares; 2025Q3: 69,692 shares; 2025Q4: 53,792 shares 53,792 $1.63M <0.01% -15,900 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,767 shares; 2025Q4: 64,249 shares 64,249 $1.63M <0.01% +40,482 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,169 shares; 2024Q4: 85,142 shares; 2025Q1: 111,757 shares; 2025Q2: 86,152 shares; 2025Q3: 86,542 shares; 2025Q4: 78,793 shares 78,793 $1.63M <0.01% -7,749 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,179 shares; 2024Q4: 37,844 shares; 2025Q1: 33,032 shares; 2025Q2: 25,175 shares; 2025Q3: 21,814 shares; 2025Q4: 34,953 shares 34,953 $1.62M <0.01% +13,139 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,021 shares; 2024Q4: 204,784 shares; 2025Q1: 163,498 shares; 2025Q2: 143,290 shares; 2025Q3: 148,537 shares; 2025Q4: 127,647 shares 127,647 $1.62M <0.01% -20,890 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,685 shares; 2024Q4: 77,434 shares; 2025Q1: 82,025 shares; 2025Q2: 102,170 shares; 2025Q3: 168,829 shares; 2025Q4: 193,698 shares 193,698 $1.61M <0.01% +24,869 PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 7,634 shares; 2025Q1: 8,169 shares; 2025Q2: 9,444 shares; 2025Q3: 9,682 shares; 2025Q4: 9,277 shares 9,277 $1.61M <0.01% -405 Timeline MOTI 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: 15,874 shares; 2024Q4: 18,407 shares; 2025Q1: 122,420 shares; 2025Q2: 47,149 shares; 2025Q3: 47,348 shares; 2025Q4: 43,981 shares 43,981 $1.61M <0.01% -3,367 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,423 shares; 2024Q4: 26,397 shares; 2025Q1: 24,800 shares; 2025Q2: 24,740 shares; 2025Q3: 25,457 shares; 2025Q4: 30,552 shares 30,552 $1.61M <0.01% +5,095 Timeline YSEP 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: 70,062 shares; 2024Q4: 68,519 shares; 2025Q1: 75,732 shares; 2025Q2: 61,872 shares; 2025Q3: 43,534 shares; 2025Q4: 61,821 shares 61,821 $1.61M <0.01% +18,287 Timeline EBND 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: 105,632 shares; 2024Q4: 114,806 shares; 2025Q1: 77,770 shares; 2025Q2: 85,140 shares; 2025Q3: 75,899 shares; 2025Q4: 74,937 shares 74,937 $1.6M <0.01% -962 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,065 shares; 2025Q2: 30,053 shares; 2025Q3: 32,409 shares; 2025Q4: 37,145 shares 37,145 $1.6M <0.01% +4,736 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,779 shares; 2024Q4: 19,514 shares; 2025Q1: 23,671 shares; 2025Q2: 22,108 shares; 2025Q3: 28,267 shares; 2025Q4: 30,024 shares 30,024 $1.59M <0.01% +1,757 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,275 shares; 2024Q4: 120,328 shares; 2025Q1: 122,814 shares; 2025Q2: 125,393 shares; 2025Q3: 110,572 shares; 2025Q4: 49,455 shares 49,455 $1.59M <0.01% -61,117 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,413 shares; 2025Q1: 17,776 shares; 2025Q2: 18,813 shares; 2025Q3: 37,114 shares; 2025Q4: 53,724 shares 53,724 $1.59M <0.01% +16,610 Timeline PTH 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: 103,226 shares; 2024Q4: 98,562 shares; 2025Q1: 49,739 shares; 2025Q2: 39,167 shares; 2025Q3: 35,329 shares; 2025Q4: 32,009 shares 32,009 $1.59M <0.01% -3,320 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,048 shares; 2024Q4: 79,979 shares; 2025Q1: 84,874 shares; 2025Q2: 84,735 shares; 2025Q3: 86,785 shares; 2025Q4: 87,434 shares 87,434 $1.59M <0.01% +649 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,345 shares; 2024Q4: 13,182 shares; 2025Q1: 12,885 shares; 2025Q2: 11,876 shares; 2025Q3: 16,308 shares; 2025Q4: 25,412 shares 25,412 $1.59M <0.01% +9,104 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,405 shares; 2024Q4: 52,762 shares; 2025Q1: 51,617 shares; 2025Q2: 47,101 shares; 2025Q3: 46,945 shares; 2025Q4: 48,532 shares 48,532 $1.58M <0.01% +1,587 Timeline TBLL 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: 6,446 shares; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,234 shares; 2025Q3: 11,542 shares; 2025Q4: 15,007 shares 15,007 $1.58M <0.01% +3,465 Timeline DDFO 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: 73,182 shares 73,182 $1.58M <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,430 shares; 2024Q4: 26,059 shares; 2025Q1: 28,139 shares; 2025Q2: 26,085 shares; 2025Q3: 23,953 shares; 2025Q4: 22,610 shares 22,610 $1.58M <0.01% -1,343 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,537 shares; 2025Q1: 15,388 shares; 2025Q2: 20,622 shares; 2025Q3: 42,827 shares; 2025Q4: 50,094 shares 50,094 $1.57M <0.01% +7,267 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,448 shares; 2024Q4: 41,510 shares; 2025Q1: 40,267 shares; 2025Q2: 38,935 shares; 2025Q3: 35,983 shares; 2025Q4: 33,130 shares 33,130 $1.57M <0.01% -2,853 Timeline SMAY 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: 39,663 shares; 2024Q4: 40,497 shares; 2025Q1: 40,295 shares; 2025Q2: 81,107 shares; 2025Q3: 70,665 shares; 2025Q4: 60,609 shares 60,609 $1.57M <0.01% -10,056 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 8,637 shares; 2025Q1: 6,891 shares; 2025Q2: 7,285 shares; 2025Q3: 6,404 shares; 2025Q4: 26,028 shares 26,028 $1.57M <0.01% +19,624 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,024 shares; 2025Q1: 1,025 shares; 2025Q2: 1,059 shares; 2025Q3: 1,226 shares; 2025Q4: 3,988 shares 3,988 $1.57M <0.01% +2,762 Timeline SPBW 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: 63,253 shares; 2025Q3: 51,572 shares; 2025Q4: 57,208 shares 57,208 $1.57M <0.01% +5,636 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,719 shares; 2024Q4: 12,472 shares; 2025Q1: 13,184 shares; 2025Q2: 12,229 shares; 2025Q3: 17,693 shares; 2025Q4: 19,585 shares 19,585 $1.57M <0.01% +1,892 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,342 shares; 2024Q4: 19,354 shares; 2025Q1: 18,235 shares; 2025Q2: 16,267 shares; 2025Q3: 16,434 shares; 2025Q4: 15,838 shares 15,838 $1.57M <0.01% -596 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,445 shares; 2024Q4: 21,976 shares; 2025Q1: 20,702 shares; 2025Q2: 20,534 shares; 2025Q3: 22,007 shares; 2025Q4: 21,257 shares 21,257 $1.57M <0.01% -750 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,507 shares; 2024Q4: 27,441 shares; 2025Q1: 24,368 shares; 2025Q2: 17,936 shares; 2025Q3: 16,187 shares; 2025Q4: 40,747 shares 40,747 $1.56M <0.01% +24,560 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 8,192 shares; 2025Q1: 6,997 shares; 2025Q2: 13,102 shares; 2025Q3: 18,774 shares; 2025Q4: 17,021 shares 17,021 $1.56M <0.01% -1,753 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 13,415 shares; 2025Q1: 12,422 shares; 2025Q2: 13,483 shares; 2025Q3: 14,165 shares; 2025Q4: 14,168 shares 14,168 $1.56M <0.01% +3 Timeline DSEP 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: 43,407 shares; 2024Q4: 51,651 shares; 2025Q1: 43,730 shares; 2025Q2: 39,434 shares; 2025Q3: 41,669 shares; 2025Q4: 34,733 shares 34,733 $1.56M <0.01% -6,936 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,534 shares; 2024Q4: 37,999 shares; 2025Q1: 45,934 shares; 2025Q2: 42,206 shares; 2025Q3: 36,549 shares; 2025Q4: 39,288 shares 39,288 $1.56M <0.01% +2,739 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,942 shares; 2025Q2: 28,422 shares; 2025Q3: 23,690 shares; 2025Q4: 27,928 shares 27,928 $1.56M <0.01% +4,238 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,899 shares; 2024Q4: 38,083 shares; 2025Q1: 37,479 shares; 2025Q2: 38,018 shares; 2025Q3: 40,237 shares; 2025Q4: 44,185 shares 44,185 $1.55M <0.01% +3,948 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,015 shares; 2024Q4: 106,807 shares; 2025Q1: 105,577 shares; 2025Q2: 119,862 shares; 2025Q3: 128,853 shares; 2025Q4: 136,958 shares 136,958 $1.55M <0.01% +8,105 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,573 shares; 2024Q4: 126,111 shares; 2025Q1: 113,720 shares; 2025Q2: 97,345 shares; 2025Q3: 81,566 shares; 2025Q4: 63,519 shares 63,519 $1.55M <0.01% -18,047 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,028 shares; 2024Q4: 27,103 shares; 2025Q1: 28,522 shares; 2025Q2: 28,427 shares; 2025Q3: 43,351 shares; 2025Q4: 31,518 shares 31,518 $1.55M <0.01% -11,833 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,180 shares; 2024Q4: 58,400 shares; 2025Q1: 55,754 shares; 2025Q2: 31,816 shares; 2025Q3: 31,184 shares; 2025Q4: 30,851 shares 30,851 $1.54M <0.01% -333 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,850 shares; 2024Q4: 57,369 shares; 2025Q1: 72,083 shares; 2025Q2: 58,989 shares; 2025Q3: 60,416 shares; 2025Q4: 32,372 shares 32,372 $1.54M <0.01% -28,044 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 8,025 shares; 2025Q1: 9,731 shares; 2025Q2: 11,476 shares; 2025Q3: 13,767 shares; 2025Q4: 16,964 shares 16,964 $1.54M <0.01% +3,197 Timeline USRT 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: 16,443 shares; 2024Q4: 17,903 shares; 2025Q1: 19,629 shares; 2025Q2: 19,759 shares; 2025Q3: 13,606 shares; 2025Q4: 27,075 shares 27,075 $1.54M <0.01% +13,469 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,621 shares; 2024Q4: 34,175 shares; 2025Q1: 62,998 shares; 2025Q2: 274,557 shares; 2025Q3: 312,277 shares; 2025Q4: 401,316 shares 401,316 $1.54M <0.01% +89,039 Timeline STXK 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: 31,311 shares; 2024Q4: 20,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,295 shares 46,295 $1.54M <0.01% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,289 shares; 2025Q1: 4,155 shares; 2025Q2: 3,823 shares; 2025Q3: 2,702 shares; 2025Q4: 20,180 shares 20,180 $1.53M <0.01% +17,478 Timeline FTWO 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: 21,365 shares; 2024Q4: 46,097 shares; 2025Q1: 35,352 shares; 2025Q2: 32,161 shares; 2025Q3: 40,786 shares; 2025Q4: 37,754 shares 37,754 $1.53M <0.01% -3,032 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,003 shares; 2025Q1: 79,240 shares; 2025Q2: 78,004 shares; 2025Q3: 77,501 shares; 2025Q4: 74,962 shares 74,962 $1.53M <0.01% -2,539 Timeline IYG 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: 15,408 shares; 2024Q4: 15,286 shares; 2025Q1: 17,640 shares; 2025Q2: 15,001 shares; 2025Q3: 15,664 shares; 2025Q4: 16,557 shares 16,557 $1.53M <0.01% +893 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 6,264 shares; 2025Q1: 7,699 shares; 2025Q2: 8,981 shares; 2025Q3: 13,238 shares; 2025Q4: 13,287 shares 13,287 $1.52M <0.01% +49 Timeline IBD 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: 73,637 shares; 2024Q4: 70,202 shares; 2025Q1: 69,740 shares; 2025Q2: 69,265 shares; 2025Q3: 64,607 shares; 2025Q4: 62,992 shares 62,992 $1.52M <0.01% -1,615 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,931 shares; 2024Q4: 49,013 shares; 2025Q1: 39,503 shares; 2025Q2: 42,048 shares; 2025Q3: 33,027 shares; 2025Q4: 31,739 shares 31,739 $1.52M <0.01% -1,288 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,614 shares; 2024Q4: 13,457 shares; 2025Q1: 11,603 shares; 2025Q2: 8,598 shares; 2025Q3: 18,846 shares; 2025Q4: 11,169 shares 11,169 $1.52M <0.01% -7,677 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,504 shares; 2024Q4: 28,476 shares; 2025Q1: 28,459 shares; 2025Q2: 27,231 shares; 2025Q3: 26,653 shares; 2025Q4: 38,699 shares 38,699 $1.52M <0.01% +12,046 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,127 shares; 2024Q4: 9,600 shares; 2025Q1: 8,651 shares; 2025Q2: 8,198 shares; 2025Q3: 10,710 shares; 2025Q4: 33,666 shares 33,666 $1.52M <0.01% +22,956 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,207 shares 31,207 $1.52M <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,828 shares; 2024Q4: 137,030 shares; 2025Q1: 124,039 shares; 2025Q2: 128,171 shares; 2025Q3: 23,417 shares; 2025Q4: 44,751 shares 44,751 $1.51M <0.01% +21,334 Timeline EMQQ 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: 36,213 shares; 2024Q4: 39,871 shares; 2025Q1: 39,929 shares; 2025Q2: 36,004 shares; 2025Q3: 38,142 shares; 2025Q4: 37,548 shares 37,548 $1.51M <0.01% -594 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 7,513 shares; 2025Q1: 7,580 shares; 2025Q2: 7,064 shares; 2025Q3: 7,395 shares; 2025Q4: 7,327 shares 7,327 $1.51M <0.01% -68 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,804 shares; 2024Q4: 145,704 shares; 2025Q1: 100,806 shares; 2025Q2: 98,912 shares; 2025Q3: 94,912 shares; 2025Q4: 95,632 shares 95,632 $1.51M <0.01% +720 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,168 shares; 2024Q4: 70,628 shares; 2025Q1: 83,775 shares; 2025Q2: 78,836 shares; 2025Q3: 80,705 shares; 2025Q4: 79,517 shares 79,517 $1.51M <0.01% -1,188 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 5,524 shares; 2025Q1: 6,001 shares; 2025Q2: 5,286 shares; 2025Q3: 5,618 shares; 2025Q4: 6,701 shares 6,701 $1.5M <0.01% +1,083 Timeline CNTY CENTURY CASINOS INC More: the full row for CENTURY CASINOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,275 shares; 2024Q4: 628,100 shares; 2025Q1: 760,800 shares; 2025Q2: 1,062,400 shares; 2025Q3: 1,084,955 shares; 2025Q4: 1,126,950 shares 1,126,950 $1.5M <0.01% +41,995 Timeline SCHJ 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: 64,665 shares; 2024Q4: 47,187 shares; 2025Q1: 68,197 shares; 2025Q2: 62,613 shares; 2025Q3: 66,326 shares; 2025Q4: 59,866 shares 59,866 $1.49M <0.01% -6,460 Timeline IBHG 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: 42,745 shares; 2024Q4: 50,203 shares; 2025Q1: 59,052 shares; 2025Q2: 62,926 shares; 2025Q3: 63,862 shares; 2025Q4: 66,793 shares 66,793 $1.49M <0.01% +2,931 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,523 shares; 2024Q4: 218,318 shares; 2025Q1: 241,110 shares; 2025Q2: 236,866 shares; 2025Q3: 236,334 shares; 2025Q4: 190,349 shares 190,349 $1.49M <0.01% -45,985 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,320 shares; 2024Q4: 90,939 shares; 2025Q1: 97,812 shares; 2025Q2: 116,362 shares; 2025Q3: 100,958 shares; 2025Q4: 70,146 shares 70,146 $1.49M <0.01% -30,812 Timeline XSOE 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: 49,009 shares; 2024Q4: 45,891 shares; 2025Q1: 45,520 shares; 2025Q2: 40,609 shares; 2025Q3: 38,303 shares; 2025Q4: 38,080 shares 38,080 $1.49M <0.01% -223 Timeline HEDJ 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: 58,036 shares; 2024Q4: 42,364 shares; 2025Q1: 53,758 shares; 2025Q2: 47,553 shares; 2025Q3: 28,778 shares; 2025Q4: 27,969 shares 27,969 $1.48M <0.01% -809 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,123 shares 189,123 $1.48M <0.01% new Timeline FDTX 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: 16,852 shares; 2024Q4: 17,898 shares; 2025Q1: 34,347 shares; 2025Q2: 39,139 shares; 2025Q3: 38,299 shares; 2025Q4: 36,375 shares 36,375 $1.48M <0.01% -1,924 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,015 shares; 2024Q4: 31,087 shares; 2025Q1: 17,845 shares; 2025Q2: 18,544 shares; 2025Q3: 20,166 shares; 2025Q4: 23,207 shares 23,207 $1.48M <0.01% +3,041 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 5,114 shares; 2025Q1: 4,657 shares; 2025Q2: 4,816 shares; 2025Q3: 4,574 shares; 2025Q4: 4,652 shares 4,652 $1.48M <0.01% +78 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,117 shares; 2024Q4: 22,938 shares; 2025Q1: 23,611 shares; 2025Q2: 25,926 shares; 2025Q3: 27,876 shares; 2025Q4: 30,624 shares 30,624 $1.48M <0.01% +2,748 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,530 shares; 2024Q4: 19,788 shares; 2025Q1: 18,893 shares; 2025Q2: 18,090 shares; 2025Q3: 18,462 shares; 2025Q4: 18,578 shares 18,578 $1.47M <0.01% +116 Timeline FEAC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,592 shares; 2025Q4: 50,577 shares 50,577 $1.47M <0.01% -19,015 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,205 shares; 2024Q4: 95,996 shares; 2025Q1: 93,824 shares; 2025Q2: 92,849 shares; 2025Q3: 98,233 shares; 2025Q4: 113,007 shares 113,007 $1.47M <0.01% +14,774 Timeline SMMU 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: 45,974 shares; 2024Q4: 49,673 shares; 2025Q1: 50,541 shares; 2025Q2: 42,231 shares; 2025Q3: 31,052 shares; 2025Q4: 29,011 shares 29,011 $1.46M <0.01% -2,041 Timeline SIXJ 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: 12,907 shares; 2024Q4: 12,938 shares; 2025Q1: 53,369 shares; 2025Q2: 23,003 shares; 2025Q3: 42,275 shares; 2025Q4: 42,625 shares 42,625 $1.46M <0.01% +350 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,054 shares; 2024Q4: 33,689 shares; 2025Q1: 34,115 shares; 2025Q2: 31,586 shares; 2025Q3: 30,358 shares; 2025Q4: 30,572 shares 30,572 $1.46M <0.01% +214 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,506 shares; 2025Q2: 35,231 shares; 2025Q3: 43,016 shares; 2025Q4: 51,042 shares 51,042 $1.46M <0.01% +8,026 Timeline TRND 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: 45,066 shares; 2024Q4: 44,658 shares; 2025Q1: 42,815 shares; 2025Q2: 43,206 shares; 2025Q3: 43,567 shares; 2025Q4: 43,336 shares 43,336 $1.46M <0.01% -231 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,593 shares; 2024Q4: 206,451 shares; 2025Q1: 211,757 shares; 2025Q2: 196,071 shares; 2025Q3: 158,275 shares; 2025Q4: 145,879 shares 145,879 $1.45M <0.01% -12,396 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 18,239 shares; 2025Q1: 11,550 shares; 2025Q2: 11,499 shares; 2025Q3: 12,600 shares; 2025Q4: 34,689 shares 34,689 $1.45M <0.01% +22,089 Timeline DGRE 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: 40,256 shares; 2024Q4: 47,802 shares; 2025Q1: 48,010 shares; 2025Q2: 47,983 shares; 2025Q3: 48,244 shares; 2025Q4: 46,369 shares 46,369 $1.45M <0.01% -1,875 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,659 shares 54,659 $1.45M <0.01% new Timeline CPNJ 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: 277,825 shares; 2024Q4: 260,273 shares; 2025Q1: 153,113 shares; 2025Q2: 221,108 shares; 2025Q3: 130,839 shares; 2025Q4: 53,703 shares 53,703 $1.45M <0.01% -77,136 Timeline HISF 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: 9,379 shares; 2024Q4: 9,999 shares; 2025Q1: 9,441 shares; 2025Q2: 8,953 shares; 2025Q3: 8,960 shares; 2025Q4: 31,994 shares 31,994 $1.45M <0.01% +23,034 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 11,099 shares; 2025Q1: 15,119 shares; 2025Q2: 30,771 shares; 2025Q3: 51,570 shares; 2025Q4: 62,407 shares 62,407 $1.45M <0.01% +10,837 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,387 shares; 2024Q4: 85,760 shares; 2025Q1: 99,620 shares; 2025Q2: 114,180 shares; 2025Q3: 156,335 shares; 2025Q4: 99,444 shares 99,444 $1.45M <0.01% -56,891 Timeline TEQI 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: 29,928 shares; 2024Q4: 29,989 shares; 2025Q1: 28,917 shares; 2025Q2: 30,303 shares; 2025Q3: 30,390 shares; 2025Q4: 32,005 shares 32,005 $1.45M <0.01% +1,615 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,671 shares; 2024Q4: 9,672 shares; 2025Q1: 9,770 shares; 2025Q2: 9,121 shares; 2025Q3: 10,870 shares; 2025Q4: 11,194 shares 11,194 $1.44M <0.01% +324 Timeline INKM SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,666 shares; 2024Q4: 60,024 shares; 2025Q1: 65,731 shares; 2025Q2: 65,840 shares; 2025Q3: 67,329 shares; 2025Q4: 43,757 shares 43,757 $1.44M <0.01% -23,572 Timeline FXN 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: 245,572 shares; 2024Q4: 277,756 shares; 2025Q1: 110,039 shares; 2025Q2: 95,157 shares; 2025Q3: 81,760 shares; 2025Q4: 87,603 shares 87,603 $1.44M <0.01% +5,843 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,741 shares; 2024Q4: 24,088 shares; 2025Q1: 25,232 shares; 2025Q2: 24,423 shares; 2025Q3: 26,412 shares; 2025Q4: 27,469 shares 27,469 $1.44M <0.01% +1,057 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,522 shares; 2024Q4: 33,990 shares; 2025Q1: 34,211 shares; 2025Q2: 18,065 shares; 2025Q3: 17,137 shares; 2025Q4: 16,108 shares 16,108 $1.44M <0.01% -1,029 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 15,709 shares; 2025Q1: 23,751 shares; 2025Q2: 33,923 shares; 2025Q3: 38,347 shares; 2025Q4: 67,950 shares 67,950 $1.44M <0.01% +29,603 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,956 shares; 2025Q4: 34,137 shares 34,137 $1.44M <0.01% +29,181 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,101 shares; 2025Q1: 3,256 shares; 2025Q2: 3,223 shares; 2025Q3: 4,529 shares; 2025Q4: 6,857 shares 6,857 $1.43M <0.01% +2,328 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,950 shares; 2024Q4: 23,998 shares; 2025Q1: 26,483 shares; 2025Q2: 29,508 shares; 2025Q3: 33,953 shares; 2025Q4: 36,250 shares 36,250 $1.43M <0.01% +2,297 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,551 shares; 2024Q4: 30,214 shares; 2025Q1: 30,905 shares; 2025Q2: 29,662 shares; 2025Q3: 29,894 shares; 2025Q4: 28,597 shares 28,597 $1.43M <0.01% -1,297 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,012 shares; 2024Q4: 26,340 shares; 2025Q1: 25,547 shares; 2025Q2: 25,682 shares; 2025Q3: 25,023 shares; 2025Q4: 25,935 shares 25,935 $1.43M <0.01% +912 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,887 shares 15,887 $1.43M <0.01% new Timeline CXSE 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: 140,107 shares; 2024Q4: 135,537 shares; 2025Q1: 8,515 shares; 2025Q2: 8,613 shares; 2025Q3: 32,353 shares; 2025Q4: 35,448 shares 35,448 $1.42M <0.01% +3,095 Timeline JANW 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: 49,504 shares; 2024Q4: 45,179 shares; 2025Q1: 47,588 shares; 2025Q2: 42,628 shares; 2025Q3: 40,982 shares; 2025Q4: 38,232 shares 38,232 $1.42M <0.01% -2,750 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,253 shares; 2024Q4: 20,039 shares; 2025Q1: 31,229 shares; 2025Q2: 44,299 shares; 2025Q3: 55,962 shares; 2025Q4: 60,518 shares 60,518 $1.41M <0.01% +4,556 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 7,888 shares; 2025Q1: 8,014 shares; 2025Q2: 6,944 shares; 2025Q3: 6,281 shares; 2025Q4: 6,599 shares 6,599 $1.41M <0.01% +318 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 10,851 shares; 2025Q1: 10,680 shares; 2025Q2: 11,132 shares; 2025Q3: 12,143 shares; 2025Q4: 6,896 shares 6,896 $1.41M <0.01% -5,247 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,593 shares; 2024Q4: 161,363 shares; 2025Q1: 172,735 shares; 2025Q2: 159,442 shares; 2025Q3: 119,390 shares; 2025Q4: 120,612 shares 120,612 $1.41M <0.01% +1,222 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 7,352 shares; 2025Q1: 7,167 shares; 2025Q2: 7,365 shares; 2025Q3: 17,229 shares; 2025Q4: 20,664 shares 20,664 $1.41M <0.01% +3,435 Timeline LDSF 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: 131,825 shares; 2024Q4: 125,785 shares; 2025Q1: 77,093 shares; 2025Q2: 74,805 shares; 2025Q3: 74,062 shares; 2025Q4: 73,466 shares 73,466 $1.41M <0.01% -596 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,489 shares; 2024Q4: 27,996 shares; 2025Q1: 25,811 shares; 2025Q2: 25,882 shares; 2025Q3: 69,240 shares; 2025Q4: 72,550 shares 72,550 $1.41M <0.01% +3,310 Timeline FFLC 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: 7,119 shares; 2024Q4: 6,606 shares; 2025Q1: 7,974 shares; 2025Q2: 5,156 shares; 2025Q3: 12,819 shares; 2025Q4: 26,335 shares 26,335 $1.41M <0.01% +13,516 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 11,093 shares; 2025Q1: 11,099 shares; 2025Q2: 15,418 shares; 2025Q3: 18,219 shares; 2025Q4: 81,643 shares 81,643 $1.4M <0.01% +63,424 Timeline SPHB 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: 8,834 shares; 2024Q4: 8,810 shares; 2025Q1: 8,143 shares; 2025Q2: 246,024 shares; 2025Q3: 282,700 shares; 2025Q4: 11,984 shares 11,984 $1.4M <0.01% -270,716 Timeline HMOP 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: 42,703 shares; 2024Q4: 37,384 shares; 2025Q1: 31,159 shares; 2025Q2: 32,214 shares; 2025Q3: 38,856 shares; 2025Q4: 35,831 shares 35,831 $1.4M <0.01% -3,025 Timeline UAUG 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: 45,669 shares; 2024Q4: 41,831 shares; 2025Q1: 36,022 shares; 2025Q2: 34,272 shares; 2025Q3: 39,646 shares; 2025Q4: 34,939 shares 34,939 $1.4M <0.01% -4,707 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 180,628 shares; 2025Q1: 41,704 shares; 2025Q2: 33,421 shares; 2025Q3: 34,904 shares; 2025Q4: 36,382 shares 36,382 $1.39M <0.01% +1,478 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 5,658 shares; 2025Q1: 7,960 shares; 2025Q2: 10,699 shares; 2025Q3: 8,761 shares; 2025Q4: 8,615 shares 8,615 $1.39M <0.01% -146 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,208 shares; 2024Q4: 30,971 shares; 2025Q1: 31,230 shares; 2025Q2: 31,470 shares; 2025Q3: 31,737 shares; 2025Q4: 33,267 shares 33,267 $1.39M <0.01% +1,530 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,650 shares; 2024Q4: 256,564 shares; 2025Q1: 264,110 shares; 2025Q2: 139,716 shares; 2025Q3: 101,955 shares; 2025Q4: 90,964 shares 90,964 $1.39M <0.01% -10,991 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,196 shares; 2025Q1: not reported; 2025Q2: 6,706 shares; 2025Q3: 9,549 shares; 2025Q4: 9,558 shares 9,558 $1.39M <0.01% +9 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,088 shares; 2025Q1: 4,802 shares; 2025Q2: 5,158 shares; 2025Q3: 5,319 shares; 2025Q4: 6,023 shares 6,023 $1.39M <0.01% +704 Timeline SEPW 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: 37,556 shares; 2024Q4: 36,769 shares; 2025Q1: 33,314 shares; 2025Q2: 40,995 shares; 2025Q3: 89,486 shares; 2025Q4: 43,488 shares 43,488 $1.39M <0.01% -45,998 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,741 shares; 2025Q1: 3,407 shares; 2025Q2: 5,882 shares; 2025Q3: 3,564 shares; 2025Q4: 3,108 shares 3,108 $1.39M <0.01% -456 CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,920 shares; 2024Q4: 62,050 shares; 2025Q1: 79,369 shares; 2025Q2: 87,212 shares; 2025Q3: 88,947 shares; 2025Q4: 93,742 shares 93,742 $1.38M <0.01% +4,795 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,582 shares; 2025Q1: 3,431 shares; 2025Q2: 3,709 shares; 2025Q3: 3,532 shares; 2025Q4: 4,106 shares 4,106 $1.38M <0.01% +574 Timeline ADVISORS INNER CIRCLE FD III ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,775 shares; 2024Q4: 43,865 shares; 2025Q1: 42,465 shares; 2025Q2: 41,074 shares; 2025Q3: 41,114 shares; 2025Q4: 44,586 shares 44,586 $1.38M <0.01% +3,472 MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,207 shares; 2025Q1: 3,168 shares; 2025Q2: 3,249 shares; 2025Q3: 3,980 shares; 2025Q4: 2,409 shares 2,409 $1.38M <0.01% -1,571 Timeline SHM 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: 15,344 shares; 2024Q4: 14,787 shares; 2025Q1: 15,505 shares; 2025Q2: 16,172 shares; 2025Q3: 24,752 shares; 2025Q4: 28,734 shares 28,734 $1.38M <0.01% +3,982 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,933 shares; 2025Q2: 30,945 shares; 2025Q3: 17,819 shares; 2025Q4: 17,497 shares 17,497 $1.38M <0.01% -322 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 3,439 shares; 2025Q1: 3,828 shares; 2025Q2: 3,432 shares; 2025Q3: 4,341 shares; 2025Q4: 7,819 shares 7,819 $1.38M <0.01% +3,478 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,566 shares; 2024Q4: 40,126 shares; 2025Q1: 36,872 shares; 2025Q2: 19,009 shares; 2025Q3: 37,909 shares; 2025Q4: 34,488 shares 34,488 $1.38M <0.01% -3,421 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,549 shares; 2024Q4: 53,611 shares; 2025Q1: 55,182 shares; 2025Q2: 52,552 shares; 2025Q3: 51,913 shares; 2025Q4: 52,220 shares 52,220 $1.38M <0.01% +307 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 4,590 shares; 2025Q1: 6,100 shares; 2025Q2: 5,844 shares; 2025Q3: 5,939 shares; 2025Q4: 5,657 shares 5,657 $1.37M <0.01% -282 Timeline VFVA 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: 6,724 shares; 2024Q4: 7,462 shares; 2025Q1: 7,555 shares; 2025Q2: 8,136 shares; 2025Q3: 9,147 shares; 2025Q4: 10,346 shares 10,346 $1.37M <0.01% +1,199 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,711 shares; 2025Q1: 2,593 shares; 2025Q2: 6,761 shares; 2025Q3: 6,414 shares; 2025Q4: 9,555 shares 9,555 $1.37M <0.01% +3,141 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,630 shares; 2024Q4: 217,391 shares; 2025Q1: 77,421 shares; 2025Q2: 60,625 shares; 2025Q3: 58,653 shares; 2025Q4: 57,972 shares 57,972 $1.37M <0.01% -681 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,009 shares; 2024Q4: 9,508 shares; 2025Q1: 16,484 shares; 2025Q2: 19,451 shares; 2025Q3: 18,875 shares; 2025Q4: 17,197 shares 17,197 $1.37M <0.01% -1,678 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,227 shares; 2024Q4: 90,675 shares; 2025Q1: 88,008 shares; 2025Q2: 93,618 shares; 2025Q3: 74,864 shares; 2025Q4: 69,411 shares 69,411 $1.37M <0.01% -5,453 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,117 shares; 2024Q4: 61,847 shares; 2025Q1: 60,265 shares; 2025Q2: 58,847 shares; 2025Q3: 73,859 shares; 2025Q4: 73,769 shares 73,769 $1.37M <0.01% -90 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,751 shares; 2024Q4: 10,855 shares; 2025Q1: 10,344 shares; 2025Q2: 10,624 shares; 2025Q3: 10,428 shares; 2025Q4: 10,530 shares 10,530 $1.37M <0.01% +102 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,501 shares; 2024Q4: 12,067 shares; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 14,168 shares; 2025Q4: 76,580 shares 76,580 $1.36M <0.01% +62,412 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,068 shares; 2025Q1: 8,786 shares; 2025Q2: 8,963 shares; 2025Q3: 8,407 shares; 2025Q4: 8,529 shares 8,529 $1.36M <0.01% +122 Timeline EVTR 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: 13,464 shares; 2024Q4: 13,018 shares; 2025Q1: 22,549 shares; 2025Q2: 19,070 shares; 2025Q3: 24,600 shares; 2025Q4: 26,468 shares 26,468 $1.36M <0.01% +1,868 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 9,092 shares; 2025Q1: 6,573 shares; 2025Q2: 3,948 shares; 2025Q3: 4,251 shares; 2025Q4: 5,428 shares 5,428 $1.36M <0.01% +1,177 Timeline CFO 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: 33,050 shares; 2024Q4: 21,783 shares; 2025Q1: 18,755 shares; 2025Q2: 17,606 shares; 2025Q3: 17,472 shares; 2025Q4: 18,438 shares 18,438 $1.36M <0.01% +966 Timeline FIDU 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: 21,799 shares; 2024Q4: 19,507 shares; 2025Q1: 19,033 shares; 2025Q2: 17,980 shares; 2025Q3: 20,135 shares; 2025Q4: 16,506 shares 16,506 $1.36M <0.01% -3,629 Timeline SDOG 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: 31,037 shares; 2024Q4: 29,380 shares; 2025Q1: 26,830 shares; 2025Q2: 26,678 shares; 2025Q3: 27,500 shares; 2025Q4: 22,502 shares 22,502 $1.36M <0.01% -4,998 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,875 shares; 2024Q4: 76,815 shares; 2025Q1: 70,265 shares; 2025Q2: 67,499 shares; 2025Q3: 65,709 shares; 2025Q4: 65,206 shares 65,206 $1.36M <0.01% -503 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 10,633 shares; 2025Q1: 9,543 shares; 2025Q2: 8,644 shares; 2025Q3: 14,441 shares; 2025Q4: 15,116 shares 15,116 $1.36M <0.01% +675 Timeline MOTG 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: 21,874 shares; 2024Q4: 23,809 shares; 2025Q1: 26,608 shares; 2025Q2: 27,254 shares; 2025Q3: 30,267 shares; 2025Q4: 34,964 shares 34,964 $1.36M <0.01% +4,697 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 13,959 shares; 2025Q1: 10,761 shares; 2025Q2: 7,382 shares; 2025Q3: 4,898 shares; 2025Q4: 4,250 shares 4,250 $1.35M <0.01% -648 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,981 shares; 2024Q4: 10,537 shares; 2025Q1: 9,405 shares; 2025Q2: 11,203 shares; 2025Q3: 11,446 shares; 2025Q4: 11,894 shares 11,894 $1.35M <0.01% +448 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,033 shares; 2024Q4: 96,305 shares; 2025Q1: 89,680 shares; 2025Q2: 76,398 shares; 2025Q3: 74,165 shares; 2025Q4: 60,513 shares 60,513 $1.35M <0.01% -13,652 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 16,270 shares; 2025Q1: 16,625 shares; 2025Q2: 16,285 shares; 2025Q3: 16,326 shares; 2025Q4: 15,784 shares 15,784 $1.35M <0.01% -542 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,022 shares; 2024Q4: 19,168 shares; 2025Q1: 14,644 shares; 2025Q2: 15,816 shares; 2025Q3: 17,365 shares; 2025Q4: 18,714 shares 18,714 $1.35M <0.01% +1,349 Timeline AFGR 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: 46,419 shares; 2024Q4: 38,658 shares; 2025Q1: 33,971 shares; 2025Q2: 30,605 shares; 2025Q3: 34,020 shares; 2025Q4: 38,051 shares 38,051 $1.35M <0.01% +4,031 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,660 shares; 2024Q4: 25,376 shares; 2025Q1: 30,396 shares; 2025Q2: 35,124 shares; 2025Q3: 34,997 shares; 2025Q4: 28,461 shares 28,461 $1.35M <0.01% -6,536 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 11,361 shares; 2025Q1: 10,011 shares; 2025Q2: 9,899 shares; 2025Q3: 10,703 shares; 2025Q4: 11,670 shares 11,670 $1.35M <0.01% +967 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,795 shares; 2024Q4: 41,063 shares; 2025Q1: 28,609 shares; 2025Q2: 29,731 shares; 2025Q3: 34,156 shares; 2025Q4: 33,909 shares 33,909 $1.34M <0.01% -247 Timeline DEM 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: 38,300 shares; 2024Q4: 30,297 shares; 2025Q1: 26,406 shares; 2025Q2: 27,154 shares; 2025Q3: 27,115 shares; 2025Q4: 28,764 shares 28,764 $1.34M <0.01% +1,649 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,103 shares; 2024Q4: 12,921 shares; 2025Q1: 15,658 shares; 2025Q2: 31,687 shares; 2025Q3: 24,700 shares; 2025Q4: 22,550 shares 22,550 $1.34M <0.01% -2,150 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,886 shares; 2025Q1: 2,199 shares; 2025Q2: 3,202 shares; 2025Q3: 14,726 shares; 2025Q4: 7,478 shares 7,478 $1.34M <0.01% -7,248 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,714 shares; 2024Q4: 84,171 shares; 2025Q1: 86,161 shares; 2025Q2: 106,978 shares; 2025Q3: 122,628 shares; 2025Q4: 95,249 shares 95,249 $1.34M <0.01% -27,379 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,104 shares; 2024Q4: 10,327 shares; 2025Q1: 11,928 shares; 2025Q2: 10,789 shares; 2025Q3: 15,040 shares; 2025Q4: 15,523 shares 15,523 $1.34M <0.01% +483 Timeline CVY 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: 69,827 shares; 2024Q4: 74,807 shares; 2025Q1: 81,765 shares; 2025Q2: 82,653 shares; 2025Q3: 83,248 shares; 2025Q4: 49,803 shares 49,803 $1.33M <0.01% -33,445 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,320 shares; 2025Q1: 3,465 shares; 2025Q2: 9,578 shares; 2025Q3: 9,782 shares; 2025Q4: 7,154 shares 7,154 $1.33M <0.01% -2,628 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,864 shares; 2024Q4: 22,287 shares; 2025Q1: 31,442 shares; 2025Q2: 39,350 shares; 2025Q3: 40,139 shares; 2025Q4: 42,423 shares 42,423 $1.33M <0.01% +2,284 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,055 shares; 2024Q4: 48,875 shares; 2025Q1: 56,168 shares; 2025Q2: 54,499 shares; 2025Q3: 54,909 shares; 2025Q4: 57,903 shares 57,903 $1.33M <0.01% +2,994 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,954 shares; 2024Q4: 9,816 shares; 2025Q1: 9,450 shares; 2025Q2: 9,223 shares; 2025Q3: 8,796 shares; 2025Q4: 9,756 shares 9,756 $1.33M <0.01% +960 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,704 shares; 2024Q4: 397,377 shares; 2025Q1: 382,861 shares; 2025Q2: 392,502 shares; 2025Q3: 66,689 shares; 2025Q4: 79,102 shares 79,102 $1.32M <0.01% +12,413 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,186 shares; 2025Q4: 41,103 shares 41,103 $1.32M <0.01% +16,917 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,319 shares; 2024Q4: 25,376 shares; 2025Q1: 24,042 shares; 2025Q2: 23,704 shares; 2025Q3: 25,270 shares; 2025Q4: 33,370 shares 33,370 $1.31M <0.01% +8,100 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,621 shares; 2025Q4: 10,747 shares 10,747 $1.31M <0.01% +9,126 Timeline EES 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: 15,674 shares; 2024Q4: 19,972 shares; 2025Q1: 19,335 shares; 2025Q2: 18,553 shares; 2025Q3: 18,282 shares; 2025Q4: 23,022 shares 23,022 $1.31M <0.01% +4,740 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 1,495 shares; 2025Q2: 2,723 shares; 2025Q3: 3,161 shares; 2025Q4: 3,492 shares 3,492 $1.31M <0.01% +331 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,799 shares; 2024Q4: 26,190 shares; 2025Q1: 27,406 shares; 2025Q2: 5,702 shares; 2025Q3: 29,676 shares; 2025Q4: 30,775 shares 30,775 $1.31M <0.01% +1,099 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 6,398 shares; 2025Q1: 6,894 shares; 2025Q2: 7,497 shares; 2025Q3: 9,514 shares; 2025Q4: 9,898 shares 9,898 $1.31M <0.01% +384 Timeline EWI 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: 19,199 shares; 2024Q4: 20,835 shares; 2025Q1: 21,011 shares; 2025Q2: 21,047 shares; 2025Q3: 7,019 shares; 2025Q4: 24,057 shares 24,057 $1.31M <0.01% +17,038 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,400 shares; 2024Q4: 33,898 shares; 2025Q1: 26,566 shares; 2025Q2: 10,938 shares; 2025Q3: 58,019 shares; 2025Q4: 80,003 shares 80,003 $1.3M <0.01% +21,984 Timeline FCG 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: 53,881 shares; 2024Q4: 75,634 shares; 2025Q1: 57,473 shares; 2025Q2: 52,610 shares; 2025Q3: 46,560 shares; 2025Q4: 55,723 shares 55,723 $1.3M <0.01% +9,163 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 18,224 shares; 2025Q1: 16,825 shares; 2025Q2: 15,584 shares; 2025Q3: 17,513 shares; 2025Q4: 28,224 shares 28,224 $1.3M <0.01% +10,711 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 18,522 shares; 2025Q1: 14,006 shares; 2025Q2: 19,083 shares; 2025Q3: 193,713 shares; 2025Q4: 172,383 shares 172,383 $1.3M <0.01% -21,330 Timeline FEMB 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: 8,133 shares; 2024Q4: 20,546 shares; 2025Q1: 21,277 shares; 2025Q2: 44,417 shares; 2025Q3: 45,709 shares; 2025Q4: 43,575 shares 43,575 $1.3M <0.01% -2,134 Timeline ASLV ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,090 shares; 2025Q3: 49,966 shares; 2025Q4: 46,355 shares 46,355 $1.3M <0.01% -3,611 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,995 shares; 2024Q4: 114,597 shares; 2025Q1: 118,474 shares; 2025Q2: 94,781 shares; 2025Q3: 140,834 shares; 2025Q4: 111,870 shares 111,870 $1.3M <0.01% -28,964 Timeline INCE 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: 15,568 shares; 2024Q4: 21,990 shares; 2025Q1: 21,636 shares; 2025Q2: 21,653 shares; 2025Q3: 21,015 shares; 2025Q4: 21,212 shares 21,212 $1.3M <0.01% +197 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,413 shares; 2024Q4: 32,655 shares; 2025Q1: 15,957 shares; 2025Q2: 15,374 shares; 2025Q3: 15,506 shares; 2025Q4: 15,648 shares 15,648 $1.29M <0.01% +142 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 15,158 shares; 2025Q1: 17,864 shares; 2025Q2: 9,341 shares; 2025Q3: 16,570 shares; 2025Q4: 12,449 shares 12,449 $1.29M <0.01% -4,121 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 14,135 shares; 2025Q4: 41,622 shares 41,622 $1.29M <0.01% +27,487 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,188 shares; 2024Q4: 50,971 shares; 2025Q1: 47,505 shares; 2025Q2: 44,819 shares; 2025Q3: 39,652 shares; 2025Q4: 40,332 shares 40,332 $1.28M <0.01% +680 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,416 shares; 2024Q4: 26,351 shares; 2025Q1: 23,307 shares; 2025Q2: 24,465 shares; 2025Q3: 23,517 shares; 2025Q4: 54,157 shares 54,157 $1.28M <0.01% +30,640 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,347 shares; 2024Q4: 19,100 shares; 2025Q1: 20,811 shares; 2025Q2: 24,242 shares; 2025Q3: 40,112 shares; 2025Q4: 40,695 shares 40,695 $1.28M <0.01% +583 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,850 shares; 2024Q4: 120,819 shares; 2025Q1: 99,444 shares; 2025Q2: 102,618 shares; 2025Q3: 111,198 shares; 2025Q4: 119,790 shares 119,790 $1.28M <0.01% +8,592 Timeline DRLL 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: 80,984 shares; 2024Q4: 77,430 shares; 2025Q1: 96,212 shares; 2025Q2: 55,426 shares; 2025Q3: 52,366 shares; 2025Q4: 44,806 shares 44,806 $1.28M <0.01% -7,560 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,404 shares; 2025Q1: 1,562 shares; 2025Q2: 1,601 shares; 2025Q3: 2,105 shares; 2025Q4: 6,352 shares 6,352 $1.28M <0.01% +4,247 Timeline RFG 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: 26,184 shares; 2024Q4: 30,188 shares; 2025Q1: 27,226 shares; 2025Q2: 24,450 shares; 2025Q3: 25,492 shares; 2025Q4: 24,320 shares 24,320 $1.27M <0.01% -1,172 Timeline XPND 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: 32,700 shares; 2024Q4: 33,536 shares; 2025Q1: 34,748 shares; 2025Q2: 34,870 shares; 2025Q3: 35,128 shares; 2025Q4: 35,119 shares 35,119 $1.27M <0.01% -9 Timeline QDEF 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: 8,234 shares; 2024Q4: 8,251 shares; 2025Q1: 8,058 shares; 2025Q2: 8,038 shares; 2025Q3: 9,044 shares; 2025Q4: 15,558 shares 15,558 $1.26M <0.01% +6,514 Timeline XHYI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,634 shares; 2025Q2: 36,462 shares; 2025Q3: 36,259 shares; 2025Q4: 32,984 shares 32,984 $1.26M <0.01% -3,275 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,686 shares; 2024Q4: 35,996 shares; 2025Q1: 31,176 shares; 2025Q2: 21,029 shares; 2025Q3: 37,325 shares; 2025Q4: 17,873 shares 17,873 $1.26M <0.01% -19,452 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 18,752 shares; 2025Q1: 14,452 shares; 2025Q2: 18,359 shares; 2025Q3: 15,768 shares; 2025Q4: 16,831 shares 16,831 $1.25M <0.01% +1,063 Timeline FIGB 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: 39,025 shares; 2024Q4: 24,929 shares; 2025Q1: 23,408 shares; 2025Q2: 23,613 shares; 2025Q3: 25,606 shares; 2025Q4: 28,866 shares 28,866 $1.25M <0.01% +3,260 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,050 shares; 2024Q4: 489,531 shares; 2025Q1: 433,048 shares; 2025Q2: 387,698 shares; 2025Q3: 251,208 shares; 2025Q4: 248,878 shares 248,878 $1.25M <0.01% -2,330 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,354 shares; 2025Q1: 15,778 shares; 2025Q2: 12,891 shares; 2025Q3: 14,971 shares; 2025Q4: 37,292 shares 37,292 $1.24M <0.01% +22,321 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,075 shares; 2024Q4: 23,175 shares; 2025Q1: 23,150 shares; 2025Q2: 17,350 shares; 2025Q3: 15,050 shares; 2025Q4: 15,175 shares 15,175 $1.24M <0.01% +125 Timeline SIXA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,192 shares; 2025Q3: 79,222 shares; 2025Q4: 24,895 shares 24,895 $1.24M <0.01% -54,327 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 5,229 shares 5,229 $1.24M <0.01% +3,021 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,027 shares; 2024Q4: 13,959 shares; 2025Q1: 15,155 shares; 2025Q2: 15,138 shares; 2025Q3: 15,564 shares; 2025Q4: 23,476 shares 23,476 $1.24M <0.01% +7,912 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,657 shares; 2025Q2: 23,214 shares; 2025Q3: 17,435 shares; 2025Q4: 20,991 shares 20,991 $1.24M <0.01% +3,556 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 6,453 shares; 2025Q1: 6,300 shares; 2025Q2: 4,498 shares; 2025Q3: 5,293 shares; 2025Q4: 5,094 shares 5,094 $1.24M <0.01% -199 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 14,831 shares; 2025Q1: 14,599 shares; 2025Q2: 13,282 shares; 2025Q3: 13,381 shares; 2025Q4: 15,918 shares 15,918 $1.24M <0.01% +2,537 Timeline INTF 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: 42,611 shares; 2024Q4: 58,838 shares; 2025Q1: 67,447 shares; 2025Q2: 88,910 shares; 2025Q3: 27,888 shares; 2025Q4: 32,555 shares 32,555 $1.23M <0.01% +4,667 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175,075 shares; 2024Q4: 846,848 shares; 2025Q1: 807,887 shares; 2025Q2: 591,707 shares; 2025Q3: 962,548 shares; 2025Q4: 109,091 shares 109,091 $1.23M <0.01% -853,457 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 13,201 shares; 2025Q1: 14,448 shares; 2025Q2: 13,351 shares; 2025Q3: 13,924 shares; 2025Q4: 14,945 shares 14,945 $1.23M <0.01% +1,021 Timeline CVIE 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: 10,570 shares; 2025Q2: 14,170 shares; 2025Q3: 17,820 shares; 2025Q4: 17,238 shares 17,238 $1.23M <0.01% -582 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,415 shares; 2024Q4: 23,961 shares; 2025Q1: 22,370 shares; 2025Q2: 21,568 shares; 2025Q3: 21,301 shares; 2025Q4: 20,854 shares 20,854 $1.23M <0.01% -447 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,102 shares; 2024Q4: 30,049 shares; 2025Q1: 30,558 shares; 2025Q2: 30,598 shares; 2025Q3: 62,066 shares; 2025Q4: 31,379 shares 31,379 $1.23M <0.01% -30,687 Timeline IBUF 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: 39,799 shares; 2025Q4: 42,017 shares 42,017 $1.23M <0.01% +2,218 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 10,938 shares; 2025Q1: 9,462 shares; 2025Q2: 15,311 shares; 2025Q3: 12,661 shares; 2025Q4: 11,774 shares 11,774 $1.23M <0.01% -887 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,520 shares; 2024Q4: 17,216 shares; 2025Q1: 17,926 shares; 2025Q2: 18,164 shares; 2025Q3: 18,413 shares; 2025Q4: 13,722 shares 13,722 $1.22M <0.01% -4,691 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,850 shares; 2025Q1: 3,309 shares; 2025Q2: 4,096 shares; 2025Q3: 4,284 shares; 2025Q4: 3,900 shares 3,900 $1.22M <0.01% -384 Timeline LQDI 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: 30,349 shares; 2024Q4: 33,793 shares; 2025Q1: 33,930 shares; 2025Q2: 37,523 shares; 2025Q3: 42,191 shares; 2025Q4: 46,082 shares 46,082 $1.22M <0.01% +3,891 Timeline MARW 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: 29,657 shares; 2024Q4: 24,473 shares; 2025Q1: 31,771 shares; 2025Q2: 34,086 shares; 2025Q3: 34,315 shares; 2025Q4: 35,407 shares 35,407 $1.22M <0.01% +1,092 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,327 shares; 2024Q4: 34,102 shares; 2025Q1: 35,634 shares; 2025Q2: 33,954 shares; 2025Q3: 42,910 shares; 2025Q4: 43,552 shares 43,552 $1.21M <0.01% +642 Timeline NFTY 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: 52,029 shares; 2024Q4: 56,983 shares; 2025Q1: 32,093 shares; 2025Q2: 32,098 shares; 2025Q3: 33,418 shares; 2025Q4: 20,786 shares 20,786 $1.21M <0.01% -12,632 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,976 shares; 2024Q4: 29,908 shares; 2025Q1: 30,198 shares; 2025Q2: 29,829 shares; 2025Q3: 48,135 shares; 2025Q4: 48,414 shares 48,414 $1.21M <0.01% +279 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 7,516 shares; 2025Q1: 7,665 shares; 2025Q2: 7,568 shares; 2025Q3: 7,556 shares; 2025Q4: 10,961 shares 10,961 $1.21M <0.01% +3,405 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 3,985 shares; 2025Q4: 4,371 shares 4,371 $1.21M <0.01% +386 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 789 shares; 2025Q2: 1,384 shares; 2025Q3: 3,180 shares; 2025Q4: 3,032 shares 3,032 $1.21M <0.01% -148 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 22,607 shares; 2025Q1: 23,693 shares; 2025Q2: 26,878 shares; 2025Q3: 25,680 shares; 2025Q4: 26,206 shares 26,206 $1.21M <0.01% +526 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 6,576 shares; 2025Q1: 7,361 shares; 2025Q2: 7,535 shares; 2025Q3: 8,397 shares; 2025Q4: 8,016 shares 8,016 $1.2M <0.01% -381 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 6,094 shares; 2025Q1: 7,404 shares; 2025Q2: 5,552 shares; 2025Q3: 6,217 shares; 2025Q4: 7,487 shares 7,487 $1.2M <0.01% +1,270 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,675 shares; 2024Q4: 105,029 shares; 2025Q1: 89,456 shares; 2025Q2: 83,919 shares; 2025Q3: 80,203 shares; 2025Q4: 85,145 shares 85,145 $1.2M <0.01% +4,942 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 4,144 shares; 2025Q1: 4,789 shares; 2025Q2: 5,222 shares; 2025Q3: 5,809 shares; 2025Q4: 6,105 shares 6,105 $1.2M <0.01% +296 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,380 shares; 2024Q4: 24,524 shares; 2025Q1: 25,367 shares; 2025Q2: 25,263 shares; 2025Q3: 21,206 shares; 2025Q4: 26,144 shares 26,144 $1.2M <0.01% +4,938 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,634 shares; 2024Q4: 11,534 shares; 2025Q1: 11,570 shares; 2025Q2: 12,247 shares; 2025Q3: 11,431 shares; 2025Q4: 10,431 shares 10,431 $1.2M <0.01% -1,000 Timeline UJUL 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: 46,563 shares; 2024Q4: 40,289 shares; 2025Q1: 25,736 shares; 2025Q2: 27,346 shares; 2025Q3: 28,445 shares; 2025Q4: 30,863 shares 30,863 $1.2M <0.01% +2,418 Timeline GAUG 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: 23,421 shares; 2024Q4: 23,421 shares; 2025Q1: 21,609 shares; 2025Q2: 16,996 shares; 2025Q3: 30,726 shares; 2025Q4: 30,426 shares 30,426 $1.2M <0.01% -300 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,936 shares; 2024Q4: 47,640 shares; 2025Q1: 49,320 shares; 2025Q2: 47,308 shares; 2025Q3: 33,490 shares; 2025Q4: 30,204 shares 30,204 $1.19M <0.01% -3,286 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,134 shares; 2024Q4: 43,614 shares; 2025Q1: 43,737 shares; 2025Q2: 43,788 shares; 2025Q3: 44,476 shares; 2025Q4: 53,347 shares 53,347 $1.19M <0.01% +8,871 Timeline SEIQ 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: 21,279 shares; 2024Q4: 21,986 shares; 2025Q1: 21,180 shares; 2025Q2: 24,494 shares; 2025Q3: 29,782 shares; 2025Q4: 30,533 shares 30,533 $1.19M <0.01% +751 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,721 shares; 2024Q4: 30,410 shares; 2025Q1: 29,796 shares; 2025Q2: 40,712 shares; 2025Q3: 58,903 shares; 2025Q4: 58,598 shares 58,598 $1.19M <0.01% -305 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,364 shares; 2024Q4: 28,643 shares; 2025Q1: 8,810 shares; 2025Q2: 5,744 shares; 2025Q3: 8,158 shares; 2025Q4: 27,012 shares 27,012 $1.19M <0.01% +18,854 Timeline PWZ 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: 29,653 shares; 2024Q4: 47,221 shares; 2025Q1: 52,247 shares; 2025Q2: 47,378 shares; 2025Q3: 48,198 shares; 2025Q4: 49,192 shares 49,192 $1.19M <0.01% +994 Timeline WCMI 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: 11,476 shares; 2025Q1: 11,319 shares; 2025Q2: 15,456 shares; 2025Q3: 45,212 shares; 2025Q4: 69,837 shares 69,837 $1.19M <0.01% +24,625 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,849 shares; 2024Q4: 34,348 shares; 2025Q1: 33,655 shares; 2025Q2: 26,113 shares; 2025Q3: 32,966 shares; 2025Q4: 32,134 shares 32,134 $1.19M <0.01% -832 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,352 shares; 2024Q4: 29,470 shares; 2025Q1: 10,276 shares; 2025Q2: 9,718 shares; 2025Q3: 9,707 shares; 2025Q4: 9,789 shares 9,789 $1.19M <0.01% +82 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,793 shares; 2024Q4: 19,563 shares; 2025Q1: 17,530 shares; 2025Q2: 17,567 shares; 2025Q3: 15,327 shares; 2025Q4: 17,161 shares 17,161 $1.19M <0.01% +1,834 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 13,484 shares; 2025Q1: 14,684 shares; 2025Q2: 19,767 shares; 2025Q3: 39,304 shares; 2025Q4: 65,421 shares 65,421 $1.19M <0.01% +26,117 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 6,450 shares; 2025Q1: 7,124 shares; 2025Q2: 8,032 shares; 2025Q3: 10,560 shares; 2025Q4: 11,743 shares 11,743 $1.18M <0.01% +1,183 Timeline KCE 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: 11,706 shares; 2024Q4: 9,837 shares; 2025Q1: 8,933 shares; 2025Q2: 7,321 shares; 2025Q3: 7,451 shares; 2025Q4: 7,889 shares 7,889 $1.18M <0.01% +438 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 8,667 shares; 2025Q1: 9,110 shares; 2025Q2: 9,310 shares; 2025Q3: 7,595 shares; 2025Q4: 7,521 shares 7,521 $1.18M <0.01% -74 Timeline ITM 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: 85,325 shares; 2024Q4: 66,440 shares; 2025Q1: 62,279 shares; 2025Q2: 37,939 shares; 2025Q3: 25,298 shares; 2025Q4: 24,994 shares 24,994 $1.18M <0.01% -304 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,744 shares; 2024Q4: 100,988 shares; 2025Q1: 76,601 shares; 2025Q2: 74,487 shares; 2025Q3: 77,214 shares; 2025Q4: 76,853 shares 76,853 $1.18M <0.01% -361 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,962 shares; 2024Q4: 28,291 shares; 2025Q1: 42,155 shares; 2025Q2: 29,446 shares; 2025Q3: 24,506 shares; 2025Q4: 26,361 shares 26,361 $1.18M <0.01% +1,855 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,855 shares; 2024Q4: 19,766 shares; 2025Q1: 12,005 shares; 2025Q2: 10,272 shares; 2025Q3: 14,943 shares; 2025Q4: 33,745 shares 33,745 $1.17M <0.01% +18,802 Timeline SCLZ NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,916 shares; 2025Q3: 21,326 shares; 2025Q4: 21,446 shares 21,446 $1.17M <0.01% +120 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 8,671 shares; 2025Q1: 8,784 shares; 2025Q2: 10,036 shares; 2025Q3: 11,052 shares; 2025Q4: 11,753 shares 11,753 $1.17M <0.01% +701 Timeline NTSX 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: 24,733 shares; 2024Q4: 21,166 shares; 2025Q1: 21,191 shares; 2025Q2: 21,194 shares; 2025Q3: 21,414 shares; 2025Q4: 21,334 shares 21,334 $1.17M <0.01% -80 Timeline USAU U S GOLD CORP More: the full row for U S GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 50,008 shares; 2025Q1: 54,669 shares; 2025Q2: 55,718 shares; 2025Q3: 60,906 shares; 2025Q4: 60,247 shares 60,247 $1.17M <0.01% -659 Timeline XSLV 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: 12,353 shares; 2024Q4: 11,960 shares; 2025Q1: 11,936 shares; 2025Q2: 11,873 shares; 2025Q3: 24,250 shares; 2025Q4: 25,205 shares 25,205 $1.17M <0.01% +955 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 16,751 shares; 2025Q1: 40,291 shares; 2025Q2: 39,750 shares; 2025Q3: 39,648 shares; 2025Q4: 31,832 shares 31,832 $1.17M <0.01% -7,816 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,065 shares; 2024Q4: 6,737 shares; 2025Q1: 6,648 shares; 2025Q2: 6,918 shares; 2025Q3: 8,613 shares; 2025Q4: 10,125 shares 10,125 $1.17M <0.01% +1,512 Timeline FCVT 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: 19,206 shares; 2024Q4: 18,145 shares; 2025Q1: 40,088 shares; 2025Q2: 14,519 shares; 2025Q3: 14,090 shares; 2025Q4: 27,058 shares 27,058 $1.16M <0.01% +12,968 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 5,403 shares; 2025Q1: 4,085 shares; 2025Q2: 5,146 shares; 2025Q3: 4,548 shares; 2025Q4: 5,628 shares 5,628 $1.16M <0.01% +1,080 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,592 shares 12,592 $1.16M <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 11,841 shares; 2025Q1: 12,772 shares; 2025Q2: 13,295 shares; 2025Q3: 12,892 shares; 2025Q4: 14,148 shares 14,148 $1.16M <0.01% +1,256 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES 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: 24,000 shares; 2025Q2: 236,890 shares; 2025Q3: 366,804 shares; 2025Q4: 287,630 shares 287,630 $1.16M <0.01% -79,174 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: 2,415 shares; 2025Q3: 5,967 shares; 2025Q4: 5,814 shares 5,814 $1.16M <0.01% -153 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,934 shares; 2024Q4: 11,349 shares; 2025Q1: 16,222 shares; 2025Q2: 19,550 shares; 2025Q3: 24,272 shares; 2025Q4: 26,201 shares 26,201 $1.16M <0.01% +1,929 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,211 shares; 2024Q4: 25,120 shares; 2025Q1: 35,724 shares; 2025Q2: 39,230 shares; 2025Q3: 38,883 shares; 2025Q4: 30,501 shares 30,501 $1.15M <0.01% -8,382 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,761 shares; 2024Q4: 103,046 shares; 2025Q1: 81,347 shares; 2025Q2: 82,310 shares; 2025Q3: 82,973 shares; 2025Q4: 77,777 shares 77,777 $1.15M <0.01% -5,196 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,911 shares; 2024Q4: 42,795 shares; 2025Q1: 44,845 shares; 2025Q2: 47,250 shares; 2025Q3: 48,486 shares; 2025Q4: 29,810 shares 29,810 $1.15M <0.01% -18,676 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 19,823 shares; 2025Q4: 22,582 shares 22,582 $1.15M <0.01% +2,759 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,775 shares; 2024Q4: 176,197 shares; 2025Q1: 176,809 shares; 2025Q2: 124,285 shares; 2025Q3: 120,142 shares; 2025Q4: 120,961 shares 120,961 $1.15M <0.01% +819 Timeline SOCL 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: 24,997 shares; 2024Q4: 22,480 shares; 2025Q1: 23,733 shares; 2025Q2: 19,720 shares; 2025Q3: 21,803 shares; 2025Q4: 20,714 shares 20,714 $1.14M <0.01% -1,089 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,024 shares; 2024Q4: 176,216 shares; 2025Q1: 177,585 shares; 2025Q2: 176,814 shares; 2025Q3: 165,359 shares; 2025Q4: 168,652 shares 168,652 $1.14M <0.01% +3,293 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 10,055 shares; 2025Q1: 3,638 shares; 2025Q2: 4,026 shares; 2025Q3: 4,012 shares; 2025Q4: 8,549 shares 8,549 $1.14M <0.01% +4,537 Timeline KJUL 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: 61,632 shares; 2024Q4: 54,410 shares; 2025Q1: 49,542 shares; 2025Q2: 34,487 shares; 2025Q3: 34,544 shares; 2025Q4: 35,984 shares 35,984 $1.14M <0.01% +1,440 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,953 shares; 2024Q4: 33,464 shares; 2025Q1: 37,723 shares; 2025Q2: 34,948 shares; 2025Q3: 35,077 shares; 2025Q4: 39,600 shares 39,600 $1.14M <0.01% +4,523 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,815 shares; 2024Q4: 119,426 shares; 2025Q1: 119,315 shares; 2025Q2: 139,223 shares; 2025Q3: 141,057 shares; 2025Q4: 153,616 shares 153,616 $1.14M <0.01% +12,559 Timeline IDLV 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: 28,391 shares; 2024Q4: 17,245 shares; 2025Q1: 15,241 shares; 2025Q2: 45,606 shares; 2025Q3: 34,637 shares; 2025Q4: 33,511 shares 33,511 $1.14M <0.01% -1,126 Timeline