IVVM 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: 67,450 shares; 2024Q4: 86,643 shares; 2025Q1: 109,458 shares; 2025Q2: 327,166 shares; 2025Q3: 349,413 shares; 2025Q4: 268,303 shares 268,303 $9.33M 0.02% -81,110 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,830 shares; 2024Q4: 129,681 shares; 2025Q1: 101,646 shares; 2025Q2: 51,459 shares; 2025Q3: 48,551 shares; 2025Q4: 50,022 shares 50,022 $9.28M 0.02% +1,471 Timeline PXF 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: 125,935 shares; 2024Q4: 124,617 shares; 2025Q1: 128,534 shares; 2025Q2: 130,257 shares; 2025Q3: 131,759 shares; 2025Q4: 264,919 shares 264,919 $9.28M 0.02% +133,160 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,602 shares; 2024Q4: 140,440 shares; 2025Q1: 146,294 shares; 2025Q2: 161,833 shares; 2025Q3: 155,190 shares; 2025Q4: 153,830 shares 153,830 $9.25M 0.02% -1,360 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,193 shares; 2025Q3: 200,642 shares; 2025Q4: 211,179 shares 211,179 $9.2M 0.02% +10,537 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,863 shares; 2025Q1: 1,724 shares; 2025Q2: 9,220 shares; 2025Q3: 9,177 shares; 2025Q4: 21,950 shares 21,950 $9.15M 0.02% +12,773 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,489 shares; 2024Q4: 115,962 shares; 2025Q1: 135,636 shares; 2025Q2: 133,049 shares; 2025Q3: 118,638 shares; 2025Q4: 115,458 shares 115,458 $9.12M 0.02% -3,180 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,180 shares; 2024Q4: 206,105 shares; 2025Q1: 203,822 shares; 2025Q2: 206,366 shares; 2025Q3: 214,840 shares; 2025Q4: 220,339 shares 220,339 $9.08M 0.02% +5,499 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,364 shares; 2024Q4: 24,243 shares; 2025Q1: 22,467 shares; 2025Q2: 26,159 shares; 2025Q3: 32,297 shares; 2025Q4: 32,975 shares 32,975 $9.08M 0.02% +678 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,935 shares; 2024Q4: 313,722 shares; 2025Q1: 299,730 shares; 2025Q2: 309,499 shares; 2025Q3: 371,040 shares; 2025Q4: 349,499 shares 349,499 $9M 0.02% -21,541 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,739 shares; 2024Q4: 555,309 shares; 2025Q1: 902,343 shares; 2025Q2: 820,643 shares; 2025Q3: 801,139 shares; 2025Q4: 661,868 shares 661,868 $8.98M 0.02% -139,271 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,966 shares; 2024Q4: 79,094 shares; 2025Q1: 77,329 shares; 2025Q2: 75,958 shares; 2025Q3: 70,976 shares; 2025Q4: 70,564 shares 70,564 $8.97M 0.02% -412 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,179 shares; 2024Q4: 84,931 shares; 2025Q1: 85,641 shares; 2025Q2: 85,641 shares; 2025Q3: 85,595 shares; 2025Q4: 85,595 shares 85,595 $8.91M 0.02% 0 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: 102,930 shares; 2024Q4: 106,166 shares; 2025Q1: 100,717 shares; 2025Q2: 101,287 shares; 2025Q3: 100,631 shares; 2025Q4: 98,109 shares 98,109 $8.9M 0.02% -2,522 Timeline PFF 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: 277,478 shares; 2024Q4: 276,667 shares; 2025Q1: 283,255 shares; 2025Q2: 305,358 shares; 2025Q3: 283,557 shares; 2025Q4: 286,917 shares 286,917 $8.88M 0.02% +3,360 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,908 shares; 2024Q4: 130,011 shares; 2025Q1: 149,502 shares; 2025Q2: 157,549 shares; 2025Q3: 149,356 shares; 2025Q4: 149,036 shares 149,036 $8.87M 0.02% -320 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,093 shares; 2024Q4: 31,613 shares; 2025Q1: 36,982 shares; 2025Q2: 35,127 shares; 2025Q3: 33,261 shares; 2025Q4: 35,227 shares 35,227 $8.84M 0.02% +1,966 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 120,259 shares; 2025Q3: 150,279 shares; 2025Q4: 268,703 shares 268,703 $8.8M 0.02% +118,424 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,210 shares; 2024Q4: 204,310 shares; 2025Q1: 200,910 shares; 2025Q2: 201,180 shares; 2025Q3: 200,898 shares; 2025Q4: 198,815 shares 198,815 $8.73M 0.02% -2,083 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,163 shares; 2024Q4: 37,034 shares; 2025Q1: 86,749 shares; 2025Q2: 94,668 shares; 2025Q3: 100,383 shares; 2025Q4: 99,218 shares 99,218 $8.67M 0.02% -1,165 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,277 shares; 2024Q4: 23,232 shares; 2025Q1: 23,735 shares; 2025Q2: 25,180 shares; 2025Q3: 29,826 shares; 2025Q4: 30,109 shares 30,109 $8.59M 0.02% +283 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 89,587 shares 89,587 $8.55M 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,372 shares; 2024Q4: 106,356 shares; 2025Q1: 111,325 shares; 2025Q2: 111,433 shares; 2025Q3: 115,415 shares; 2025Q4: 115,231 shares 115,231 $8.51M 0.02% -184 Timeline FLQM 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: 134,512 shares; 2025Q2: 141,927 shares; 2025Q3: 144,938 shares; 2025Q4: 149,858 shares 149,858 $8.43M 0.02% +4,920 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,995 shares; 2024Q4: 45,103 shares; 2025Q1: 65,392 shares; 2025Q2: 55,838 shares; 2025Q3: 111,565 shares; 2025Q4: 204,207 shares 204,207 $8.4M 0.02% +92,642 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,435 shares; 2024Q4: 16,879 shares; 2025Q1: 24,020 shares; 2025Q2: 24,437 shares; 2025Q3: 24,820 shares; 2025Q4: 23,500 shares 23,500 $8.3M 0.02% -1,320 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,616 shares; 2024Q4: 381,239 shares; 2025Q1: 405,314 shares; 2025Q2: 327,322 shares; 2025Q3: 328,484 shares; 2025Q4: 178,225 shares 178,225 $8.29M 0.02% -150,259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,000 shares; 2025Q4: 100,429 shares 100,429 $8.26M 0.02% -4,571 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,679 shares; 2024Q4: 29,170 shares; 2025Q1: 35,432 shares; 2025Q2: 39,678 shares; 2025Q3: 48,665 shares; 2025Q4: 26,921 shares 26,921 $8.24M 0.02% -21,744 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,033 shares; 2024Q4: 58,484 shares; 2025Q1: 60,158 shares; 2025Q2: 63,748 shares; 2025Q3: 60,822 shares; 2025Q4: 62,322 shares 62,322 $8.2M 0.02% +1,500 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 11,036 shares; 2025Q1: 11,473 shares; 2025Q2: 13,054 shares; 2025Q3: 23,585 shares; 2025Q4: 230,448 shares 230,448 $8.17M 0.02% +206,863 Timeline HUCK HUCKLEBERRY AI INC More: the full row for HUCKLEBERRY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961,791 shares 961,791 $8.11M 0.02% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,228 shares; 2024Q4: 184,086 shares; 2025Q1: 194,261 shares; 2025Q2: 195,324 shares; 2025Q3: 193,422 shares; 2025Q4: 210,864 shares 210,864 $8.08M 0.02% +17,442 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,222 shares; 2024Q4: 100,043 shares; 2025Q1: 110,786 shares; 2025Q2: 116,876 shares; 2025Q3: 108,537 shares; 2025Q4: 109,977 shares 109,977 $8.08M 0.02% +1,440 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,579 shares; 2024Q4: 104,066 shares; 2025Q1: 104,021 shares; 2025Q2: 102,232 shares; 2025Q3: 110,375 shares; 2025Q4: 138,364 shares 138,364 $8.08M 0.02% +27,989 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,261 shares; 2024Q4: 106,267 shares; 2025Q1: 144,471 shares; 2025Q2: 158,757 shares; 2025Q3: 155,838 shares; 2025Q4: 161,368 shares 161,368 $8.07M 0.02% +5,530 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,773 shares; 2024Q4: 92,999 shares; 2025Q1: 83,393 shares; 2025Q2: 59,928 shares; 2025Q3: 58,989 shares; 2025Q4: 64,041 shares 64,041 $8.06M 0.02% +5,052 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: 293,567 shares; 2024Q4: 282,244 shares; 2025Q1: 282,273 shares; 2025Q2: 283,313 shares; 2025Q3: 254,930 shares; 2025Q4: 247,587 shares 247,587 $8.06M 0.02% -7,343 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,445 shares; 2024Q4: 190,279 shares; 2025Q1: 153,156 shares; 2025Q2: 119,844 shares; 2025Q3: 113,754 shares; 2025Q4: 125,648 shares 125,648 $8.01M 0.02% +11,894 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,278 shares; 2024Q4: 72,554 shares; 2025Q1: 73,514 shares; 2025Q2: 88,666 shares; 2025Q3: 56,849 shares; 2025Q4: 49,312 shares 49,312 $7.99M 0.02% -7,537 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 16,645 shares; 2025Q1: 19,063 shares; 2025Q2: 19,536 shares; 2025Q3: 18,736 shares; 2025Q4: 20,423 shares 20,423 $7.95M 0.02% +1,687 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188 shares; 2024Q4: 7,804 shares; 2025Q1: 18,074 shares; 2025Q2: 23,183 shares; 2025Q3: 27,336 shares; 2025Q4: 35,164 shares 35,164 $7.93M 0.02% +7,828 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,757 shares; 2024Q4: 142,804 shares; 2025Q1: 166,206 shares; 2025Q2: 182,093 shares; 2025Q3: 206,871 shares; 2025Q4: 221,935 shares 221,935 $7.91M 0.02% +15,064 Timeline VIOO 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: 2,332 shares; 2024Q4: 2,975 shares; 2025Q1: 9,808 shares; 2025Q2: 66,822 shares; 2025Q3: 67,265 shares; 2025Q4: 121,675 shares 121,675 $7.87M 0.01% +54,410 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555,624 shares; 2024Q4: 801,701 shares; 2025Q1: 624,541 shares; 2025Q2: 582,822 shares; 2025Q3: 360,407 shares; 2025Q4: 397,947 shares 397,947 $7.79M 0.01% +37,540 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,718 shares; 2024Q4: 44,592 shares; 2025Q1: 48,782 shares; 2025Q2: 48,827 shares; 2025Q3: 46,644 shares; 2025Q4: 66,048 shares 66,048 $7.76M 0.01% +19,404 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,462 shares 185,462 $7.73M 0.01% new Timeline SPYG 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: 74,019 shares; 2024Q4: 72,333 shares; 2025Q1: 72,113 shares; 2025Q2: 68,158 shares; 2025Q3: 68,652 shares; 2025Q4: 71,904 shares 71,904 $7.67M 0.01% +3,252 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 14,257 shares; 2025Q1: 18,416 shares; 2025Q2: 21,062 shares; 2025Q3: 18,278 shares; 2025Q4: 22,706 shares 22,706 $7.67M 0.01% +4,428 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,013 shares; 2024Q4: 126,206 shares; 2025Q1: 113,653 shares; 2025Q2: 113,386 shares; 2025Q3: 94,684 shares; 2025Q4: 88,140 shares 88,140 $7.66M 0.01% -6,544 Timeline ESGU 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: 47,338 shares; 2024Q4: 47,307 shares; 2025Q1: 55,317 shares; 2025Q2: 54,659 shares; 2025Q3: 68,473 shares; 2025Q4: 51,096 shares 51,096 $7.61M 0.01% -17,377 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: 349,756 shares; 2024Q4: 365,330 shares; 2025Q1: 369,033 shares; 2025Q2: 200,585 shares; 2025Q3: 38,221 shares; 2025Q4: 36,824 shares 36,824 $7.61M 0.01% -1,397 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,321 shares; 2024Q4: 47,433 shares; 2025Q1: 48,560 shares; 2025Q2: 40,371 shares; 2025Q3: 30,588 shares; 2025Q4: 29,681 shares 29,681 $7.6M 0.01% -907 Timeline HYDB 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: 638,954 shares; 2024Q4: 648,984 shares; 2025Q1: 489,381 shares; 2025Q2: 250,133 shares; 2025Q3: 177,610 shares; 2025Q4: 160,484 shares 160,484 $7.6M 0.01% -17,126 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 10,473 shares; 2025Q1: 10,961 shares; 2025Q2: 10,575 shares; 2025Q3: 10,040 shares; 2025Q4: 8,625 shares 8,625 $7.58M 0.01% -1,415 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,748 shares; 2024Q4: 33,626 shares; 2025Q1: 28,103 shares; 2025Q2: 28,425 shares; 2025Q3: 28,451 shares; 2025Q4: 33,236 shares 33,236 $7.57M 0.01% +4,785 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 6,743 shares; 2025Q1: 10,657 shares; 2025Q2: 10,376 shares; 2025Q3: 17,500 shares; 2025Q4: 98,935 shares 98,935 $7.54M 0.01% +81,435 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,265 shares; 2025Q2: 150,437 shares; 2025Q3: 162,633 shares; 2025Q4: 181,716 shares 181,716 $7.54M 0.01% +19,083 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,298 shares; 2024Q4: 82,768 shares; 2025Q1: 127,344 shares; 2025Q2: 109,441 shares; 2025Q3: 293,527 shares; 2025Q4: 468,091 shares 468,091 $7.52M 0.01% +174,564 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,124 shares; 2024Q4: 85,188 shares; 2025Q1: 82,478 shares; 2025Q2: 170,594 shares; 2025Q3: 172,108 shares; 2025Q4: 152,810 shares 152,810 $7.44M 0.01% -19,298 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,539 shares; 2024Q4: 98,532 shares; 2025Q1: 69,373 shares; 2025Q2: 71,242 shares; 2025Q3: 71,257 shares; 2025Q4: 72,637 shares 72,637 $7.44M 0.01% +1,380 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,301 shares; 2024Q4: 29,115 shares; 2025Q1: 25,212 shares; 2025Q2: 27,915 shares; 2025Q3: 27,836 shares; 2025Q4: 28,389 shares 28,389 $7.42M 0.01% +553 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,023 shares 148,023 $7.38M 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,512 shares; 2024Q4: 116,848 shares; 2025Q1: 135,065 shares; 2025Q2: 124,314 shares; 2025Q3: 115,987 shares; 2025Q4: 126,416 shares 126,416 $7.38M 0.01% +10,429 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734,365 shares; 2024Q4: 184,786 shares; 2025Q1: 161,592 shares; 2025Q2: 149,214 shares; 2025Q3: 146,600 shares; 2025Q4: 161,013 shares 161,013 $7.37M 0.01% +14,413 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,237 shares; 2024Q4: 51,561 shares; 2025Q1: 48,568 shares; 2025Q2: 38,467 shares; 2025Q3: 39,081 shares; 2025Q4: 35,862 shares 35,862 $7.37M 0.01% -3,219 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,297 shares 112,297 $7.35M 0.01% new Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271,994 shares; 2025Q1: 411,577 shares; 2025Q2: 479,347 shares; 2025Q3: 589,441 shares; 2025Q4: 707,002 shares 707,002 $7.34M 0.01% +117,561 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,004 shares; 2024Q4: 406,537 shares; 2025Q1: 232,853 shares; 2025Q2: 220,028 shares; 2025Q3: 135,743 shares; 2025Q4: 197,363 shares 197,363 $7.3M 0.01% +61,620 Timeline TLT 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: 151,126 shares; 2024Q4: 97,464 shares; 2025Q1: 88,940 shares; 2025Q2: 74,152 shares; 2025Q3: 93,124 shares; 2025Q4: 83,602 shares 83,602 $7.29M 0.01% -9,522 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,252 shares; 2024Q4: 15,115 shares; 2025Q1: 22,873 shares; 2025Q2: 28,009 shares; 2025Q3: 32,675 shares; 2025Q4: 33,113 shares 33,113 $7.26M 0.01% +438 Timeline LQD 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: 73,843 shares; 2024Q4: 90,475 shares; 2025Q1: 86,645 shares; 2025Q2: 60,157 shares; 2025Q3: 61,074 shares; 2025Q4: 65,560 shares 65,560 $7.22M 0.01% +4,486 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,240 shares; 2024Q4: 28,502 shares; 2025Q1: 33,582 shares; 2025Q2: 41,940 shares; 2025Q3: 43,875 shares; 2025Q4: 50,899 shares 50,899 $7.18M 0.01% +7,024 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: 63,309 shares; 2024Q4: 89,049 shares; 2025Q1: 91,292 shares; 2025Q2: 95,140 shares; 2025Q3: 84,133 shares; 2025Q4: 90,506 shares 90,506 $7.09M 0.01% +6,373 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,292 shares; 2024Q4: 153,480 shares; 2025Q1: 171,418 shares; 2025Q2: 191,216 shares; 2025Q3: 181,554 shares; 2025Q4: 276,693 shares 276,693 $7.08M 0.01% +95,139 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 12,987 shares; 2025Q1: 13,846 shares; 2025Q2: 14,002 shares; 2025Q3: 13,046 shares; 2025Q4: 43,644 shares 43,644 $7.08M 0.01% +30,598 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,450 shares; 2024Q4: 97,788 shares; 2025Q1: 97,707 shares; 2025Q2: 83,801 shares; 2025Q3: 74,349 shares; 2025Q4: 73,010 shares 73,010 $7.06M 0.01% -1,339 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 56,659 shares; 2025Q1: 56,527 shares; 2025Q2: 80,810 shares; 2025Q3: 94,146 shares; 2025Q4: 101,456 shares 101,456 $7.04M 0.01% +7,310 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,803 shares; 2024Q4: 39,280 shares; 2025Q1: 47,291 shares; 2025Q2: 43,375 shares; 2025Q3: 48,761 shares; 2025Q4: 54,693 shares 54,693 $6.98M 0.01% +5,932 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,010 shares; 2024Q4: 14,486 shares; 2025Q1: 14,199 shares; 2025Q2: 12,963 shares; 2025Q3: 8,871 shares; 2025Q4: 237,962 shares 237,962 $6.97M 0.01% +229,091 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,997 shares; 2024Q4: 245,403 shares; 2025Q1: 232,013 shares; 2025Q2: 211,359 shares; 2025Q3: 202,299 shares; 2025Q4: 284,955 shares 284,955 $6.94M 0.01% +82,656 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,309 shares; 2024Q4: 28,906 shares; 2025Q1: 30,428 shares; 2025Q2: 33,525 shares; 2025Q3: 37,778 shares; 2025Q4: 54,200 shares 54,200 $6.82M 0.01% +16,422 Timeline FTMH 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: 586,858 shares 586,858 $6.79M 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,169 shares; 2024Q4: 104,758 shares; 2025Q1: 115,382 shares; 2025Q2: 124,565 shares; 2025Q3: 124,989 shares; 2025Q4: 119,808 shares 119,808 $6.75M 0.01% -5,181 Timeline TOV 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: 231,726 shares; 2025Q3: 231,726 shares; 2025Q4: 233,726 shares 233,726 $6.7M 0.01% +2,000 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,280 shares; 2024Q4: 70,118 shares; 2025Q1: 75,410 shares; 2025Q2: 77,288 shares; 2025Q3: 74,402 shares; 2025Q4: 75,917 shares 75,917 $6.7M 0.01% +1,515 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,330 shares; 2024Q4: 162,381 shares; 2025Q1: 177,520 shares; 2025Q2: 164,900 shares; 2025Q3: 147,430 shares; 2025Q4: 143,509 shares 143,509 $6.7M 0.01% -3,921 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,291 shares; 2024Q4: 142,441 shares; 2025Q1: 171,581 shares; 2025Q2: 147,154 shares; 2025Q3: 146,653 shares; 2025Q4: 173,662 shares 173,662 $6.67M 0.01% +27,009 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,772 shares; 2024Q4: 20,812 shares; 2025Q1: 33,856 shares; 2025Q2: 49,320 shares; 2025Q3: 65,191 shares; 2025Q4: 110,473 shares 110,473 $6.63M 0.01% +45,282 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,118 shares; 2024Q4: 40,240 shares; 2025Q1: 44,865 shares; 2025Q2: 47,244 shares; 2025Q3: 47,068 shares; 2025Q4: 48,501 shares 48,501 $6.6M 0.01% +1,433 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,795 shares; 2024Q4: 66,471 shares; 2025Q1: 66,906 shares; 2025Q2: 40,444 shares; 2025Q3: 43,880 shares; 2025Q4: 45,563 shares 45,563 $6.56M 0.01% +1,683 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: 113,655 shares; 2024Q4: 110,514 shares; 2025Q1: 110,024 shares; 2025Q2: 105,442 shares; 2025Q3: 104,877 shares; 2025Q4: 98,643 shares 98,643 $6.56M 0.01% -6,234 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 21,854 shares; 2025Q1: 43,078 shares; 2025Q2: 50,028 shares; 2025Q3: 52,186 shares; 2025Q4: 51,490 shares 51,490 $6.52M 0.01% -696 Timeline GCOR 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: 138,306 shares; 2024Q4: 153,301 shares; 2025Q1: 149,172 shares; 2025Q2: 147,139 shares; 2025Q3: 154,382 shares; 2025Q4: 156,686 shares 156,686 $6.51M 0.01% +2,304 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,066 shares; 2024Q4: 28,788 shares; 2025Q1: 38,331 shares; 2025Q2: 37,948 shares; 2025Q3: 38,914 shares; 2025Q4: 37,482 shares 37,482 $6.48M 0.01% -1,432 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,809 shares; 2024Q4: 45,788 shares; 2025Q1: 46,878 shares; 2025Q2: 46,357 shares; 2025Q3: 46,562 shares; 2025Q4: 45,790 shares 45,790 $6.46M 0.01% -772 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,434 shares; 2024Q4: 43,423 shares; 2025Q1: 48,267 shares; 2025Q2: 48,685 shares; 2025Q3: 102,154 shares; 2025Q4: 176,680 shares 176,680 $6.46M 0.01% +74,526 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,682 shares; 2024Q4: 40,007 shares; 2025Q1: 38,544 shares; 2025Q2: 38,840 shares; 2025Q3: 39,157 shares; 2025Q4: 40,158 shares 40,158 $6.45M 0.01% +1,001 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,380 shares; 2024Q4: 18,911 shares; 2025Q1: 16,744 shares; 2025Q2: 79,137 shares; 2025Q3: 88,270 shares; 2025Q4: 85,461 shares 85,461 $6.41M 0.01% -2,809 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,221 shares; 2024Q4: 66,256 shares; 2025Q1: 65,704 shares; 2025Q2: 56,000 shares; 2025Q3: 62,512 shares; 2025Q4: 69,338 shares 69,338 $6.41M 0.01% +6,826 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 31,742 shares; 2025Q1: 47,534 shares; 2025Q2: 48,516 shares; 2025Q3: 44,354 shares; 2025Q4: 44,924 shares 44,924 $6.4M 0.01% +570 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,117 shares; 2024Q4: 88,143 shares; 2025Q1: 92,346 shares; 2025Q2: 94,011 shares; 2025Q3: 88,749 shares; 2025Q4: 95,473 shares 95,473 $6.4M 0.01% +6,724 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 246,557 shares; 2025Q1: 247,136 shares; 2025Q2: 246,675 shares; 2025Q3: 246,916 shares; 2025Q4: 247,237 shares 247,237 $6.38M 0.01% +321 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: 34,679 shares; 2024Q4: 34,122 shares; 2025Q1: 37,763 shares; 2025Q2: 115,469 shares; 2025Q3: 89,707 shares; 2025Q4: 91,159 shares 91,159 $6.33M 0.01% +1,452 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,110 shares; 2024Q4: 179,721 shares; 2025Q1: 156,610 shares; 2025Q2: 156,909 shares; 2025Q3: 133,296 shares; 2025Q4: 135,804 shares 135,804 $6.33M 0.01% +2,508 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,829 shares; 2024Q4: 57,864 shares; 2025Q1: 61,279 shares; 2025Q2: 55,492 shares; 2025Q3: 50,457 shares; 2025Q4: 66,338 shares 66,338 $6.32M 0.01% +15,881 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 19,480 shares; 2025Q1: 26,995 shares; 2025Q2: 24,499 shares; 2025Q3: 32,533 shares; 2025Q4: 46,490 shares 46,490 $6.31M 0.01% +13,957 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,293 shares; 2024Q4: 25,398 shares; 2025Q1: 27,483 shares; 2025Q2: 34,711 shares; 2025Q3: 31,485 shares; 2025Q4: 36,226 shares 36,226 $6.29M 0.01% +4,741 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: 8,663 shares; 2024Q4: 23,033 shares; 2025Q1: 26,351 shares; 2025Q2: 29,012 shares; 2025Q3: 25,984 shares; 2025Q4: 29,434 shares 29,434 $6.28M 0.01% +3,450 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 12,048 shares; 2025Q1: 13,530 shares; 2025Q2: 13,312 shares; 2025Q3: 12,074 shares; 2025Q4: 13,804 shares 13,804 $6.26M 0.01% +1,730 Timeline TLH 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: 450,667 shares; 2024Q4: 404,820 shares; 2025Q1: 96,473 shares; 2025Q2: 61,913 shares; 2025Q3: 60,798 shares; 2025Q4: 60,880 shares 60,880 $6.19M 0.01% +82 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,794 shares; 2024Q4: 468,096 shares; 2025Q1: 557,603 shares; 2025Q2: 570,441 shares; 2025Q3: 67,535 shares; 2025Q4: 61,530 shares 61,530 $6.14M 0.01% -6,005 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,771 shares; 2024Q4: 151,910 shares; 2025Q1: 137,496 shares; 2025Q2: 144,513 shares; 2025Q3: 149,920 shares; 2025Q4: 149,387 shares 149,387 $6.14M 0.01% -533 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,014 shares; 2024Q4: 19,755 shares; 2025Q1: 20,079 shares; 2025Q2: 22,427 shares; 2025Q3: 22,509 shares; 2025Q4: 28,093 shares 28,093 $6.1M 0.01% +5,584 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,212 shares; 2024Q4: 136,586 shares; 2025Q1: 188,742 shares; 2025Q2: 160,641 shares; 2025Q3: 151,345 shares; 2025Q4: 119,563 shares 119,563 $6.08M 0.01% -31,782 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,488 shares; 2024Q4: 112,517 shares; 2025Q1: 112,517 shares; 2025Q2: 108,409 shares; 2025Q3: 108,409 shares; 2025Q4: 107,774 shares 107,774 $6.03M 0.01% -635 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,545 shares; 2024Q4: 72,615 shares; 2025Q1: 70,407 shares; 2025Q2: 75,155 shares; 2025Q3: 73,773 shares; 2025Q4: 72,714 shares 72,714 $6.02M 0.01% -1,059 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: 3,452 shares; 2024Q4: 3,451 shares; 2025Q1: 6,729 shares; 2025Q2: 7,693 shares; 2025Q3: 9,437 shares; 2025Q4: 12,309 shares 12,309 $6M 0.01% +2,872 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,347 shares; 2024Q4: 137,266 shares; 2025Q1: 154,061 shares; 2025Q2: 145,013 shares; 2025Q3: 142,957 shares; 2025Q4: 140,717 shares 140,717 $5.98M 0.01% -2,240 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,505 shares; 2024Q4: 113,157 shares; 2025Q1: 125,705 shares; 2025Q2: 81,129 shares; 2025Q3: 78,473 shares; 2025Q4: 73,308 shares 73,308 $5.89M 0.01% -5,165 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 26,956 shares; 2025Q1: 27,755 shares; 2025Q2: 27,897 shares; 2025Q3: 27,946 shares; 2025Q4: 28,539 shares 28,539 $5.85M 0.01% +593 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 62,731 shares; 2025Q1: 68,061 shares; 2025Q2: 91,095 shares; 2025Q3: 117,288 shares; 2025Q4: 131,198 shares 131,198 $5.85M 0.01% +13,910 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,775 shares; 2024Q4: 56,636 shares; 2025Q1: 54,989 shares; 2025Q2: 54,991 shares; 2025Q3: 56,564 shares; 2025Q4: 56,989 shares 56,989 $5.84M 0.01% +425 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 251,112 shares; 2025Q2: 250,476 shares; 2025Q3: 245,039 shares; 2025Q4: 243,180 shares 243,180 $5.79M 0.01% -1,859 Timeline KBE 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: 143,477 shares; 2024Q4: 116,224 shares; 2025Q1: 107,389 shares; 2025Q2: 93,083 shares; 2025Q3: 88,811 shares; 2025Q4: 95,211 shares 95,211 $5.78M 0.01% +6,400 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,302 shares; 2025Q2: 100,919 shares; 2025Q3: 107,432 shares; 2025Q4: 115,583 shares 115,583 $5.78M 0.01% +8,151 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,276 shares; 2024Q4: 93,383 shares; 2025Q1: 105,098 shares; 2025Q2: 105,231 shares; 2025Q3: 103,977 shares; 2025Q4: 109,269 shares 109,269 $5.77M 0.01% +5,292 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,727 shares; 2024Q4: 7,190 shares; 2025Q1: 34,613 shares; 2025Q2: 34,415 shares; 2025Q3: 33,967 shares; 2025Q4: 34,049 shares 34,049 $5.73M 0.01% +82 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,264 shares; 2024Q4: 54,580 shares; 2025Q1: 61,673 shares; 2025Q2: 67,522 shares; 2025Q3: 60,121 shares; 2025Q4: 60,090 shares 60,090 $5.73M 0.01% -31 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,198 shares; 2024Q4: 25,913 shares; 2025Q1: 25,495 shares; 2025Q2: 29,480 shares; 2025Q3: 27,400 shares; 2025Q4: 27,806 shares 27,806 $5.71M 0.01% +406 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 9,605 shares; 2025Q1: 24,844 shares; 2025Q2: 25,412 shares; 2025Q3: 32,104 shares; 2025Q4: 29,268 shares 29,268 $5.69M 0.01% -2,836 Timeline MINT 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: 38,550 shares; 2024Q4: 41,583 shares; 2025Q1: 38,742 shares; 2025Q2: 33,795 shares; 2025Q3: 34,696 shares; 2025Q4: 56,680 shares 56,680 $5.69M 0.01% +21,984 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,188 shares; 2024Q4: 128,713 shares; 2025Q1: 113,273 shares; 2025Q2: 112,990 shares; 2025Q3: 113,034 shares; 2025Q4: 111,805 shares 111,805 $5.66M 0.01% -1,229 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,687 shares; 2025Q1: 2,197 shares; 2025Q2: 2,350 shares; 2025Q3: 3,092 shares; 2025Q4: 13,158 shares 13,158 $5.63M 0.01% +10,066 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 11,674 shares; 2025Q1: 14,920 shares; 2025Q2: 24,741 shares; 2025Q3: 27,398 shares; 2025Q4: 32,637 shares 32,637 $5.62M 0.01% +5,239 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,381 shares; 2024Q4: 15,365 shares; 2025Q1: 12,932 shares; 2025Q2: 11,134 shares; 2025Q3: 10,920 shares; 2025Q4: 40,269 shares 40,269 $5.61M 0.01% +29,349 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: 20,809 shares; 2024Q4: 22,578 shares; 2025Q1: 21,290 shares; 2025Q2: 42,158 shares; 2025Q3: 43,179 shares; 2025Q4: 41,221 shares 41,221 $5.61M 0.01% -1,958 Timeline BOXX 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: 63,747 shares; 2024Q4: 60,421 shares; 2025Q1: 60,285 shares; 2025Q2: 31,210 shares; 2025Q3: 12,337 shares; 2025Q4: 48,479 shares 48,479 $5.58M 0.01% +36,142 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,096 shares; 2024Q4: 57,759 shares; 2025Q1: 66,569 shares; 2025Q2: 76,096 shares; 2025Q3: 56,661 shares; 2025Q4: 69,443 shares 69,443 $5.51M 0.01% +12,782 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,191 shares; 2025Q1: 5,374 shares; 2025Q2: 5,485 shares; 2025Q3: 5,307 shares; 2025Q4: 5,455 shares 5,455 $5.5M 0.01% +148 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,262 shares; 2024Q4: 142,207 shares; 2025Q1: 142,440 shares; 2025Q2: 143,977 shares; 2025Q3: 143,972 shares; 2025Q4: 145,004 shares 145,004 $5.49M 0.01% +1,032 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,362 shares; 2024Q4: 363,714 shares; 2025Q1: 376,718 shares; 2025Q2: 397,926 shares; 2025Q3: 374,440 shares; 2025Q4: 417,579 shares 417,579 $5.48M 0.01% +43,139 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,859 shares; 2024Q4: 80,312 shares; 2025Q1: 79,069 shares; 2025Q2: 67,545 shares; 2025Q3: 64,990 shares; 2025Q4: 66,198 shares 66,198 $5.46M 0.01% +1,208 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,241 shares; 2024Q4: 130,490 shares; 2025Q1: 131,064 shares; 2025Q2: 130,339 shares; 2025Q3: 128,950 shares; 2025Q4: 150,261 shares 150,261 $5.45M 0.01% +21,311 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,011 shares; 2024Q4: 27,887 shares; 2025Q1: 31,029 shares; 2025Q2: 32,797 shares; 2025Q3: 30,540 shares; 2025Q4: 36,225 shares 36,225 $5.45M 0.01% +5,685 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,190 shares; 2025Q4: 105,230 shares 105,230 $5.45M 0.01% +84,040 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,051 shares; 2025Q1: 1,942 shares; 2025Q2: 2,117 shares; 2025Q3: 2,247 shares; 2025Q4: 2,667 shares 2,667 $5.37M 0.01% +420 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,082 shares; 2024Q4: 209,651 shares; 2025Q1: 209,810 shares; 2025Q2: 210,098 shares; 2025Q3: 209,630 shares; 2025Q4: 207,507 shares 207,507 $5.33M 0.01% -2,123 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: 219,958 shares; 2024Q4: 214,434 shares; 2025Q1: 226,695 shares; 2025Q2: 230,493 shares; 2025Q3: 252,731 shares; 2025Q4: 272,913 shares 272,913 $5.33M 0.01% +20,182 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,735 shares; 2024Q4: 23,701 shares; 2025Q1: 56,404 shares; 2025Q2: 50,997 shares; 2025Q3: 69,916 shares; 2025Q4: 78,968 shares 78,968 $5.29M 0.01% +9,052 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: 3,951 shares; 2024Q4: 4,743 shares; 2025Q1: 6,448 shares; 2025Q2: 8,171 shares; 2025Q3: 9,550 shares; 2025Q4: 11,873 shares 11,873 $5.27M 0.01% +2,323 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: 4,833 shares; 2024Q4: 6,414 shares; 2025Q1: 6,381 shares; 2025Q2: 3,506 shares; 2025Q3: 7,669 shares; 2025Q4: 13,255 shares 13,255 $5.27M 0.01% +5,586 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,260 shares; 2024Q4: 40,255 shares; 2025Q1: 46,440 shares; 2025Q2: 44,657 shares; 2025Q3: 44,902 shares; 2025Q4: 52,918 shares 52,918 $5.26M 0.01% +8,016 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,233 shares; 2024Q4: 23,534 shares; 2025Q1: 24,122 shares; 2025Q2: 26,986 shares; 2025Q3: 28,123 shares; 2025Q4: 32,610 shares 32,610 $5.24M 0.01% +4,487 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 7,596 shares; 2025Q1: 7,845 shares; 2025Q2: 8,391 shares; 2025Q3: 8,227 shares; 2025Q4: 8,537 shares 8,537 $5.22M 0.01% +310 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,539 shares; 2025Q1: 10,384 shares; 2025Q2: 11,323 shares; 2025Q3: 12,202 shares; 2025Q4: 16,816 shares 16,816 $5.2M 0.01% +4,614 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,330 shares; 2024Q4: 54,003 shares; 2025Q1: 56,411 shares; 2025Q2: 57,743 shares; 2025Q3: 58,863 shares; 2025Q4: 47,314 shares 47,314 $5.18M 0.01% -11,549 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,629 shares; 2025Q1: 4,532 shares; 2025Q2: 5,953 shares; 2025Q3: 6,822 shares; 2025Q4: 11,020 shares 11,020 $5.18M 0.01% +4,198 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,216 shares; 2024Q4: 65,670 shares; 2025Q1: 69,239 shares; 2025Q2: 72,192 shares; 2025Q3: 71,685 shares; 2025Q4: 82,056 shares 82,056 $5.16M 0.01% +10,371 Timeline DLN 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: 67,400 shares; 2024Q4: 63,832 shares; 2025Q1: 60,681 shares; 2025Q2: 59,923 shares; 2025Q3: 59,582 shares; 2025Q4: 58,619 shares 58,619 $5.16M 0.01% -963 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,464 shares; 2024Q4: 120,080 shares; 2025Q1: 115,740 shares; 2025Q2: 123,263 shares; 2025Q3: 126,314 shares; 2025Q4: 128,298 shares 128,298 $5.16M 0.01% +1,984 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,225 shares; 2024Q4: 23,434 shares; 2025Q1: 28,395 shares; 2025Q2: 32,052 shares; 2025Q3: 87,424 shares; 2025Q4: 124,785 shares 124,785 $5.15M 0.01% +37,361 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: 115,652 shares; 2024Q4: 114,371 shares; 2025Q1: 111,368 shares; 2025Q2: 115,265 shares; 2025Q3: 135,241 shares; 2025Q4: 129,937 shares 129,937 $5.15M 0.01% -5,304 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: 193,573 shares; 2025Q2: 182,212 shares; 2025Q3: 165,009 shares; 2025Q4: 173,894 shares 173,894 $5.08M 0.01% +8,885 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,073 shares; 2024Q4: 75,470 shares; 2025Q1: 69,230 shares; 2025Q2: 69,327 shares; 2025Q3: 56,172 shares; 2025Q4: 56,718 shares 56,718 $5.06M 0.01% +546 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,417 shares; 2024Q4: 471,436 shares; 2025Q1: 488,362 shares; 2025Q2: 493,051 shares; 2025Q3: 498,970 shares; 2025Q4: 496,803 shares 496,803 $5.06M 0.01% -2,167 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,455 shares; 2024Q4: 49,703 shares; 2025Q1: 50,209 shares; 2025Q2: 51,064 shares; 2025Q3: 58,049 shares; 2025Q4: 59,171 shares 59,171 $5.04M 0.01% +1,122 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,973 shares; 2025Q2: 66,755 shares; 2025Q3: 65,420 shares; 2025Q4: 178,752 shares 178,752 $5.03M 0.01% +113,332 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 35,301 shares; 2025Q1: 34,579 shares; 2025Q2: 27,264 shares; 2025Q3: 27,093 shares; 2025Q4: 27,544 shares 27,544 $5.02M 0.01% +451 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: 22,505 shares; 2024Q4: 26,515 shares; 2025Q1: 30,795 shares; 2025Q2: 34,614 shares; 2025Q3: 38,184 shares; 2025Q4: 39,186 shares 39,186 $5.01M 0.01% +1,002 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,011 shares; 2024Q4: 12,604 shares; 2025Q1: 28,417 shares; 2025Q2: 15,128 shares; 2025Q3: 16,707 shares; 2025Q4: 61,972 shares 61,972 $5M 0.01% +45,265 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,054 shares; 2024Q4: 13,579 shares; 2025Q1: 18,007 shares; 2025Q2: 18,988 shares; 2025Q3: 20,546 shares; 2025Q4: 21,840 shares 21,840 $4.97M 0.01% +1,294 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 8,406 shares; 2025Q1: 8,803 shares; 2025Q2: 10,825 shares; 2025Q3: 10,459 shares; 2025Q4: 11,664 shares 11,664 $4.92M 0.01% +1,205 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,973 shares; 2024Q4: 149,570 shares; 2025Q1: 150,911 shares; 2025Q2: 138,808 shares; 2025Q3: 146,824 shares; 2025Q4: 141,724 shares 141,724 $4.92M 0.01% -5,100 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: 44,908 shares; 2024Q4: 50,033 shares; 2025Q1: 56,714 shares; 2025Q2: 66,232 shares; 2025Q3: 58,088 shares; 2025Q4: 57,426 shares 57,426 $4.91M 0.01% -662 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: 57,006 shares; 2024Q4: 58,713 shares; 2025Q1: 54,487 shares; 2025Q2: 61,431 shares; 2025Q3: 57,174 shares; 2025Q4: 50,200 shares 50,200 $4.91M 0.01% -6,974 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,071 shares; 2025Q1: 29,054 shares; 2025Q2: 30,726 shares; 2025Q3: 24,629 shares; 2025Q4: 19,459 shares 19,459 $4.91M 0.01% -5,170 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 20,166 shares; 2025Q1: 28,819 shares; 2025Q2: 34,467 shares; 2025Q3: 46,768 shares; 2025Q4: 49,628 shares 49,628 $4.9M 0.01% +2,860 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,644 shares; 2024Q4: 36,572 shares; 2025Q1: 62,568 shares; 2025Q2: 61,148 shares; 2025Q3: 59,912 shares; 2025Q4: 56,798 shares 56,798 $4.9M 0.01% -3,114 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 20,096 shares; 2025Q1: 21,561 shares; 2025Q2: 24,969 shares; 2025Q3: 30,035 shares; 2025Q4: 68,392 shares 68,392 $4.89M 0.01% +38,357 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,114 shares; 2024Q4: 148,082 shares; 2025Q1: 102,163 shares; 2025Q2: 102,047 shares; 2025Q3: 101,587 shares; 2025Q4: 103,532 shares 103,532 $4.85M 0.01% +1,945 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: 37,317 shares; 2024Q4: 37,489 shares; 2025Q1: 37,895 shares; 2025Q2: 46,347 shares; 2025Q3: 43,388 shares; 2025Q4: 37,150 shares 37,150 $4.84M 0.01% -6,238 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,159 shares 59,159 $4.83M 0.01% new Timeline FTLS 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: 88,090 shares; 2024Q4: 86,840 shares; 2025Q1: 79,298 shares; 2025Q2: 75,517 shares; 2025Q3: 73,225 shares; 2025Q4: 67,935 shares 67,935 $4.82M 0.01% -5,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,300 shares 204,300 $4.78M 0.01% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,598 shares; 2024Q4: 187,986 shares; 2025Q1: 154,766 shares; 2025Q2: 153,652 shares; 2025Q3: 152,070 shares; 2025Q4: 152,952 shares 152,952 $4.78M 0.01% +882 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,864 shares; 2024Q4: 106,775 shares; 2025Q1: 98,663 shares; 2025Q2: 94,785 shares; 2025Q3: 74,319 shares; 2025Q4: 72,772 shares 72,772 $4.77M 0.01% -1,547 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,500 shares; 2024Q4: 50,229 shares; 2025Q1: 57,501 shares; 2025Q2: 60,339 shares; 2025Q3: 57,885 shares; 2025Q4: 60,106 shares 60,106 $4.74M 0.01% +2,221 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,715 shares; 2024Q4: 144,431 shares; 2025Q1: 166,177 shares; 2025Q2: 174,584 shares; 2025Q3: 175,000 shares; 2025Q4: 206,708 shares 206,708 $4.73M 0.01% +31,708 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: 7,084 shares; 2024Q4: 7,288 shares; 2025Q1: 8,506 shares; 2025Q2: 9,450 shares; 2025Q3: 17,308 shares; 2025Q4: 58,965 shares 58,965 $4.72M 0.01% +41,657 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,001 shares; 2024Q4: 153,598 shares; 2025Q1: 123,340 shares; 2025Q2: 131,537 shares; 2025Q3: 131,970 shares; 2025Q4: 126,911 shares 126,911 $4.72M 0.01% -5,059 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: 18,480 shares; 2024Q4: 22,710 shares; 2025Q1: 42,613 shares; 2025Q2: 52,831 shares; 2025Q3: 64,579 shares; 2025Q4: 58,204 shares 58,204 $4.72M 0.01% -6,375 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,944 shares; 2024Q4: 74,019 shares; 2025Q1: 69,327 shares; 2025Q2: 91,688 shares; 2025Q3: 117,724 shares; 2025Q4: 119,234 shares 119,234 $4.7M 0.01% +1,510 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 10,049 shares; 2025Q1: 14,062 shares; 2025Q2: 24,349 shares; 2025Q3: 29,464 shares; 2025Q4: 35,854 shares 35,854 $4.7M 0.01% +6,390 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,141 shares; 2024Q4: 28,654 shares; 2025Q1: 28,819 shares; 2025Q2: 36,642 shares; 2025Q3: 44,610 shares; 2025Q4: 43,813 shares 43,813 $4.69M 0.01% -797 Timeline JAVA 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: 89,255 shares; 2024Q4: 85,093 shares; 2025Q1: 82,628 shares; 2025Q2: 77,662 shares; 2025Q3: 70,199 shares; 2025Q4: 65,412 shares 65,412 $4.69M 0.01% -4,787 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,813 shares; 2024Q4: 10,372 shares; 2025Q1: 10,454 shares; 2025Q2: 15,001 shares; 2025Q3: 15,859 shares; 2025Q4: 15,570 shares 15,570 $4.68M 0.01% -289 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,946 shares; 2025Q1: 9,037 shares; 2025Q2: 9,652 shares; 2025Q3: 10,738 shares; 2025Q4: 11,561 shares 11,561 $4.65M 0.01% +823 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,487 shares; 2024Q4: 31,809 shares; 2025Q1: 63,229 shares; 2025Q2: 61,552 shares; 2025Q3: 61,513 shares; 2025Q4: 64,234 shares 64,234 $4.59M 0.01% +2,721 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,876 shares; 2024Q4: 30,607 shares; 2025Q1: 33,700 shares; 2025Q2: 33,654 shares; 2025Q3: 40,802 shares; 2025Q4: 51,996 shares 51,996 $4.59M 0.01% +11,194 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,338 shares; 2024Q4: 17,396 shares; 2025Q1: 20,324 shares; 2025Q2: 20,950 shares; 2025Q3: 20,007 shares; 2025Q4: 38,401 shares 38,401 $4.59M 0.01% +18,394 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,424 shares; 2024Q4: 127,342 shares; 2025Q1: 34,016 shares; 2025Q2: 34,454 shares; 2025Q3: 45,294 shares; 2025Q4: 182,823 shares 182,823 $4.59M 0.01% +137,529 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,555 shares; 2024Q4: 54,936 shares; 2025Q1: 67,981 shares; 2025Q2: 81,796 shares; 2025Q3: 109,434 shares; 2025Q4: 129,729 shares 129,729 $4.58M 0.01% +20,295 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,418 shares; 2024Q4: 156,671 shares; 2025Q1: 224,910 shares; 2025Q2: 224,076 shares; 2025Q3: 213,542 shares; 2025Q4: 261,693 shares 261,693 $4.54M 0.01% +48,151 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,105 shares; 2024Q4: 19,798 shares; 2025Q1: 16,070 shares; 2025Q2: 18,268 shares; 2025Q3: 15,545 shares; 2025Q4: 15,736 shares 15,736 $4.52M 0.01% +191 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,905 shares; 2024Q4: 240,179 shares; 2025Q1: 302,166 shares; 2025Q2: 357,557 shares; 2025Q3: 403,083 shares; 2025Q4: 154,301 shares 154,301 $4.52M 0.01% -248,782 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: 84,737 shares; 2024Q4: 80,305 shares; 2025Q1: 82,488 shares; 2025Q2: 82,134 shares; 2025Q3: 82,682 shares; 2025Q4: 94,309 shares 94,309 $4.5M 0.01% +11,627 Timeline VMBS 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: 25,071 shares; 2024Q4: 27,344 shares; 2025Q1: 23,133 shares; 2025Q2: 24,102 shares; 2025Q3: 20,109 shares; 2025Q4: 95,461 shares 95,461 $4.49M 0.01% +75,352 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 7,737 shares; 2025Q1: 10,772 shares; 2025Q2: 13,279 shares; 2025Q3: 16,459 shares; 2025Q4: 19,591 shares 19,591 $4.49M 0.01% +3,132 Timeline PDN 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: 97,010 shares; 2024Q4: 96,607 shares; 2025Q1: 108,662 shares; 2025Q2: 110,868 shares; 2025Q3: 110,755 shares; 2025Q4: 106,385 shares 106,385 $4.49M 0.01% -4,370 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,947 shares; 2024Q4: 6,731 shares; 2025Q1: 6,674 shares; 2025Q2: 26,001 shares; 2025Q3: 29,240 shares; 2025Q4: 42,878 shares 42,878 $4.42M 0.01% +13,638 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 14,452 shares; 2025Q1: 17,457 shares; 2025Q2: 17,299 shares; 2025Q3: 17,181 shares; 2025Q4: 25,317 shares 25,317 $4.39M 0.01% +8,136 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,808 shares; 2024Q4: 11,644 shares; 2025Q1: 7,310 shares; 2025Q2: 12,176 shares; 2025Q3: 28,051 shares; 2025Q4: 30,928 shares 30,928 $4.39M 0.01% +2,877 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,608 shares; 2024Q4: 136,998 shares; 2025Q1: 137,702 shares; 2025Q2: 137,776 shares; 2025Q3: 138,837 shares; 2025Q4: 138,184 shares 138,184 $4.38M 0.01% -653 Timeline AGZD 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: 226,690 shares; 2024Q4: 228,639 shares; 2025Q1: 228,274 shares; 2025Q2: 225,858 shares; 2025Q3: 209,628 shares; 2025Q4: 194,335 shares 194,335 $4.37M 0.01% -15,293 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,234 shares; 2024Q4: 32,895 shares; 2025Q1: 35,059 shares; 2025Q2: 36,565 shares; 2025Q3: 35,069 shares; 2025Q4: 43,275 shares 43,275 $4.36M 0.01% +8,206 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 54,933 shares; 2025Q1: 60,895 shares; 2025Q2: 76,140 shares; 2025Q3: 118,825 shares; 2025Q4: 134,529 shares 134,529 $4.34M 0.01% +15,704 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,430 shares; 2024Q4: 55,457 shares; 2025Q1: 63,817 shares; 2025Q2: 70,746 shares; 2025Q3: 75,293 shares; 2025Q4: 99,099 shares 99,099 $4.34M 0.01% +23,806 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,682 shares; 2024Q4: 29,701 shares; 2025Q1: 31,874 shares; 2025Q2: 32,188 shares; 2025Q3: 31,975 shares; 2025Q4: 42,214 shares 42,214 $4.34M 0.01% +10,239 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,313 shares; 2025Q2: 19,904 shares; 2025Q3: 19,904 shares; 2025Q4: 96,868 shares 96,868 $4.33M 0.01% +76,964 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,588 shares; 2025Q1: 2,593 shares; 2025Q2: 5,778 shares; 2025Q3: 11,943 shares; 2025Q4: 12,684 shares 12,684 $4.3M 0.01% +741 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: 304,049 shares; 2024Q4: 273,765 shares; 2025Q1: 262,825 shares; 2025Q2: 270,822 shares; 2025Q3: 271,779 shares; 2025Q4: 266,910 shares 266,910 $4.3M 0.01% -4,869 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,475 shares; 2024Q4: 57,190 shares; 2025Q1: 69,939 shares; 2025Q2: 72,913 shares; 2025Q3: 76,835 shares; 2025Q4: 80,413 shares 80,413 $4.29M 0.01% +3,578 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,162 shares; 2024Q4: 160,866 shares; 2025Q1: 163,563 shares; 2025Q2: 177,282 shares; 2025Q3: 175,710 shares; 2025Q4: 190,908 shares 190,908 $4.29M 0.01% +15,198 Timeline SPYV 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: 74,245 shares; 2024Q4: 75,906 shares; 2025Q1: 72,741 shares; 2025Q2: 71,921 shares; 2025Q3: 72,806 shares; 2025Q4: 75,216 shares 75,216 $4.27M 0.01% +2,410 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,631 shares; 2024Q4: 19,316 shares; 2025Q1: 18,632 shares; 2025Q2: 20,297 shares; 2025Q3: 22,688 shares; 2025Q4: 20,708 shares 20,708 $4.27M 0.01% -1,980 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: 38,609 shares; 2024Q4: 40,332 shares; 2025Q1: 38,028 shares; 2025Q2: 38,135 shares; 2025Q3: 43,048 shares; 2025Q4: 41,003 shares 41,003 $4.27M 0.01% -2,045 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,743 shares; 2024Q4: 22,283 shares; 2025Q1: 22,209 shares; 2025Q2: 24,864 shares; 2025Q3: 25,486 shares; 2025Q4: 23,016 shares 23,016 $4.26M 0.01% -2,470 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,716 shares; 2025Q1: 2,086,331 shares; 2025Q2: 2,319,427 shares; 2025Q3: 162,750 shares; 2025Q4: 145,005 shares 145,005 $4.24M 0.01% -17,745 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,601 shares; 2024Q4: 26,895 shares; 2025Q1: 26,293 shares; 2025Q2: 29,589 shares; 2025Q3: 28,880 shares; 2025Q4: 31,784 shares 31,784 $4.21M 0.01% +2,904 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 7,424 shares; 2025Q1: 11,362 shares; 2025Q2: 17,138 shares; 2025Q3: 17,563 shares; 2025Q4: 20,678 shares 20,678 $4.2M 0.01% +3,115 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 12,745 shares; 2025Q1: 11,906 shares; 2025Q2: 14,599 shares; 2025Q3: 20,749 shares; 2025Q4: 17,643 shares 17,643 $4.13M 0.01% -3,106 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,405 shares; 2024Q4: 15,078 shares; 2025Q1: 460,113 shares; 2025Q2: 462,320 shares; 2025Q3: 473,918 shares; 2025Q4: 79,527 shares 79,527 $4.11M 0.01% -394,391 Timeline GPRK GEOPARK LTD More: the full row for GEOPARK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711,145 shares; 2024Q4: 1,652,966 shares; 2025Q1: 649,160 shares; 2025Q2: 644,383 shares; 2025Q3: 624,956 shares; 2025Q4: 554,065 shares 554,065 $4.11M 0.01% -70,891 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,112 shares; 2024Q4: 68,706 shares; 2025Q1: 44,385 shares; 2025Q2: 55,385 shares; 2025Q3: 63,533 shares; 2025Q4: 61,066 shares 61,066 $4.09M 0.01% -2,467 Timeline FBCG 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: 14,179 shares; 2024Q4: 17,345 shares; 2025Q1: 25,195 shares; 2025Q2: 70,408 shares; 2025Q3: 69,301 shares; 2025Q4: 74,427 shares 74,427 $4.08M 0.01% +5,126 Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 162,349 shares 162,349 $4.07M 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,941 shares; 2024Q4: 69,463 shares; 2025Q1: 75,012 shares; 2025Q2: 102,055 shares; 2025Q3: 59,828 shares; 2025Q4: 145,154 shares 145,154 $4.07M 0.01% +85,326 Timeline SPDW 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: 109,313 shares; 2024Q4: 101,128 shares; 2025Q1: 92,697 shares; 2025Q2: 90,181 shares; 2025Q3: 88,069 shares; 2025Q4: 91,498 shares 91,498 $4.06M 0.01% +3,429 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,796 shares; 2024Q4: 38,113 shares; 2025Q1: 71,695 shares; 2025Q2: 73,345 shares; 2025Q3: 71,119 shares; 2025Q4: 115,776 shares 115,776 $4.05M 0.01% +44,657 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,537 shares; 2024Q4: 33,155 shares; 2025Q1: 33,093 shares; 2025Q2: 32,942 shares; 2025Q3: 32,657 shares; 2025Q4: 51,435 shares 51,435 $4.05M 0.01% +18,778 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: 11,618 shares; 2024Q4: 14,763 shares; 2025Q1: 13,281 shares; 2025Q2: 14,879 shares; 2025Q3: 13,592 shares; 2025Q4: 15,775 shares 15,775 $4.04M 0.01% +2,183 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,687 shares; 2024Q4: 36,653 shares; 2025Q1: 35,977 shares; 2025Q2: 42,636 shares; 2025Q3: 42,752 shares; 2025Q4: 39,641 shares 39,641 $4.04M 0.01% -3,111 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,843 shares; 2024Q4: 21,787 shares; 2025Q1: 22,822 shares; 2025Q2: 23,772 shares; 2025Q3: 21,629 shares; 2025Q4: 21,884 shares 21,884 $4.03M 0.01% +255 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,402 shares; 2024Q4: 32,518 shares; 2025Q1: 34,218 shares; 2025Q2: 36,398 shares; 2025Q3: 35,591 shares; 2025Q4: 35,458 shares 35,458 $4M 0.01% -133 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,648 shares; 2024Q4: 23,623 shares; 2025Q1: 23,296 shares; 2025Q2: 23,172 shares; 2025Q3: 23,131 shares; 2025Q4: 24,131 shares 24,131 $4M 0.01% +1,000 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,101 shares; 2024Q4: 83,809 shares; 2025Q1: 81,226 shares; 2025Q2: 77,844 shares; 2025Q3: 77,462 shares; 2025Q4: 77,472 shares 77,472 $4M 0.01% +10 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,727 shares; 2024Q4: 15,917 shares; 2025Q1: 18,092 shares; 2025Q2: 22,546 shares; 2025Q3: 19,565 shares; 2025Q4: 24,049 shares 24,049 $3.99M 0.01% +4,484 Timeline IQLT 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: 62,008 shares; 2024Q4: 60,158 shares; 2025Q1: 57,101 shares; 2025Q2: 56,286 shares; 2025Q3: 79,781 shares; 2025Q4: 87,810 shares 87,810 $3.99M 0.01% +8,029 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,942 shares; 2024Q4: 45,846 shares; 2025Q1: 40,778 shares; 2025Q2: 43,187 shares; 2025Q3: 40,895 shares; 2025Q4: 35,179 shares 35,179 $3.98M 0.01% -5,716 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 18,519 shares; 2025Q1: 21,184 shares; 2025Q2: 26,520 shares; 2025Q3: 26,626 shares; 2025Q4: 35,485 shares 35,485 $3.97M 0.01% +8,859 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,162 shares; 2024Q4: 9,251 shares; 2025Q1: 18,131 shares; 2025Q2: 28,563 shares; 2025Q3: 28,373 shares; 2025Q4: 17,482 shares 17,482 $3.96M 0.01% -10,891 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,615 shares; 2024Q4: 194,125 shares; 2025Q1: 198,735 shares; 2025Q2: 177,016 shares; 2025Q3: 176,308 shares; 2025Q4: 195,514 shares 195,514 $3.96M 0.01% +19,206 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,343 shares; 2024Q4: 29,355 shares; 2025Q1: 28,882 shares; 2025Q2: 25,208 shares; 2025Q3: 26,296 shares; 2025Q4: 31,563 shares 31,563 $3.95M 0.01% +5,267 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: 40,925 shares; 2024Q4: 41,395 shares; 2025Q1: 44,148 shares; 2025Q2: 49,789 shares; 2025Q3: 49,784 shares; 2025Q4: 56,504 shares 56,504 $3.95M 0.01% +6,720 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,676 shares; 2025Q1: 44,324 shares; 2025Q2: 48,800 shares; 2025Q3: 37,568 shares; 2025Q4: 55,244 shares 55,244 $3.94M 0.01% +17,676 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: 11,046 shares; 2024Q4: 11,995 shares; 2025Q1: 12,425 shares; 2025Q2: 13,073 shares; 2025Q3: 13,545 shares; 2025Q4: 3,128 shares 3,128 $3.92M 0.01% -10,417 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: 33,198 shares; 2024Q4: 32,944 shares; 2025Q1: 35,163 shares; 2025Q2: 39,653 shares; 2025Q3: 47,039 shares; 2025Q4: 39,194 shares 39,194 $3.91M 0.01% -7,845 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,761 shares; 2024Q4: 9,141 shares; 2025Q1: 9,492 shares; 2025Q2: 9,213 shares; 2025Q3: 8,969 shares; 2025Q4: 19,358 shares 19,358 $3.9M 0.01% +10,389 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,226 shares; 2024Q4: 62,484 shares; 2025Q1: 59,733 shares; 2025Q2: 62,597 shares; 2025Q3: 59,238 shares; 2025Q4: 55,293 shares 55,293 $3.89M 0.01% -3,945 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,459 shares; 2024Q4: 65,336 shares; 2025Q1: 66,023 shares; 2025Q2: 77,871 shares; 2025Q3: 76,027 shares; 2025Q4: 76,215 shares 76,215 $3.87M 0.01% +188 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,929 shares; 2024Q4: 182,902 shares; 2025Q1: 201,488 shares; 2025Q2: 222,471 shares; 2025Q3: 245,790 shares; 2025Q4: 270,456 shares 270,456 $3.87M 0.01% +24,666 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,149 shares; 2025Q1: 4,399 shares; 2025Q2: 4,455 shares; 2025Q3: 33,390 shares; 2025Q4: 66,780 shares 66,780 $3.87M 0.01% +33,390 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 6,061 shares; 2025Q1: 6,625 shares; 2025Q2: 10,405 shares; 2025Q3: 11,476 shares; 2025Q4: 11,357 shares 11,357 $3.86M 0.01% -119 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,541 shares; 2024Q4: 29,920 shares; 2025Q1: 29,586 shares; 2025Q2: 31,436 shares; 2025Q3: 31,691 shares; 2025Q4: 31,397 shares 31,397 $3.86M 0.01% -294 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,060 shares; 2025Q1: 96,256 shares; 2025Q2: 133,242 shares; 2025Q3: 139,537 shares; 2025Q4: 137,126 shares 137,126 $3.85M 0.01% -2,411 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,255 shares; 2025Q1: 3,646 shares; 2025Q2: 5,204 shares; 2025Q3: 5,189 shares; 2025Q4: 6,354 shares 6,354 $3.84M 0.01% +1,165 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,565 shares; 2024Q4: 13,771 shares; 2025Q1: 13,771 shares; 2025Q2: 12,311 shares; 2025Q3: 12,311 shares; 2025Q4: 46,626 shares 46,626 $3.84M 0.01% +34,315 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,452 shares; 2024Q4: 36,957 shares; 2025Q1: 44,812 shares; 2025Q2: 47,249 shares; 2025Q3: 58,044 shares; 2025Q4: 56,727 shares 56,727 $3.82M 0.01% -1,317 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,033 shares; 2024Q4: 29,862 shares; 2025Q1: 34,575 shares; 2025Q2: 49,094 shares; 2025Q3: 48,188 shares; 2025Q4: 56,586 shares 56,586 $3.81M 0.01% +8,398 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,561 shares; 2024Q4: 52,934 shares; 2025Q1: 57,209 shares; 2025Q2: 45,368 shares; 2025Q3: 52,879 shares; 2025Q4: 48,186 shares 48,186 $3.79M 0.01% -4,693 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,635 shares; 2024Q4: 198,927 shares; 2025Q1: 116,258 shares; 2025Q2: 120,827 shares; 2025Q3: 124,956 shares; 2025Q4: 162,265 shares 162,265 $3.78M 0.01% +37,309 Timeline MOAT 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: 39,640 shares; 2024Q4: 41,677 shares; 2025Q1: 37,388 shares; 2025Q2: 34,949 shares; 2025Q3: 36,356 shares; 2025Q4: 36,443 shares 36,443 $3.77M 0.01% +87 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: 101,166 shares; 2024Q4: 55,227 shares; 2025Q1: 42,619 shares; 2025Q2: 42,678 shares; 2025Q3: 42,034 shares; 2025Q4: 40,876 shares 40,876 $3.76M 0.01% -1,158 Timeline NOBL 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: 26,796 shares; 2024Q4: 26,645 shares; 2025Q1: 30,454 shares; 2025Q2: 32,835 shares; 2025Q3: 35,075 shares; 2025Q4: 36,080 shares 36,080 $3.75M 0.01% +1,005 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,730 shares; 2024Q4: 61,675 shares; 2025Q1: 57,792 shares; 2025Q2: 59,622 shares; 2025Q3: 63,522 shares; 2025Q4: 58,365 shares 58,365 $3.74M 0.01% -5,157 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,854 shares; 2024Q4: 87,249 shares; 2025Q1: 94,833 shares; 2025Q2: 86,660 shares; 2025Q3: 71,968 shares; 2025Q4: 31,281 shares 31,281 $3.71M 0.01% -40,687 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,040 shares; 2024Q4: 36,344 shares; 2025Q1: 42,619 shares; 2025Q2: 34,286 shares; 2025Q3: 32,848 shares; 2025Q4: 43,603 shares 43,603 $3.71M 0.01% +10,755 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,399 shares; 2024Q4: 31,364 shares; 2025Q1: 30,833 shares; 2025Q2: 34,159 shares; 2025Q3: 33,171 shares; 2025Q4: 32,345 shares 32,345 $3.7M 0.01% -826 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,704 shares; 2024Q4: 12,845 shares; 2025Q1: 9,650 shares; 2025Q2: 12,013 shares; 2025Q3: 11,502 shares; 2025Q4: 11,829 shares 11,829 $3.7M 0.01% +327 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,131 shares; 2024Q4: 21,385 shares; 2025Q1: 21,924 shares; 2025Q2: 24,385 shares; 2025Q3: 24,884 shares; 2025Q4: 26,827 shares 26,827 $3.7M 0.01% +1,943 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: 31,396 shares; 2024Q4: 27,486 shares; 2025Q1: 26,104 shares; 2025Q2: 27,188 shares; 2025Q3: 23,598 shares; 2025Q4: 28,941 shares 28,941 $3.69M 0.01% +5,343 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,328 shares; 2024Q4: 38,232 shares; 2025Q1: 34,052 shares; 2025Q2: 85,430 shares; 2025Q3: 86,798 shares; 2025Q4: 77,800 shares 77,800 $3.69M 0.01% -8,998 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,957 shares; 2024Q4: 26,902 shares; 2025Q1: 30,145 shares; 2025Q2: 31,729 shares; 2025Q3: 33,413 shares; 2025Q4: 34,923 shares 34,923 $3.68M 0.01% +1,510 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,101 shares; 2024Q4: 30,259 shares; 2025Q1: 44,115 shares; 2025Q2: 56,164 shares; 2025Q3: 58,345 shares; 2025Q4: 82,248 shares 82,248 $3.68M 0.01% +23,903 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 4,092 shares; 2025Q1: 6,403 shares; 2025Q2: 21,287 shares; 2025Q3: 22,399 shares; 2025Q4: 27,222 shares 27,222 $3.68M 0.01% +4,823 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 15,571 shares; 2025Q1: 17,455 shares; 2025Q2: 25,980 shares; 2025Q3: 33,673 shares; 2025Q4: 37,806 shares 37,806 $3.67M 0.01% +4,133 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,824 shares; 2024Q4: 80,124 shares; 2025Q1: 133,058 shares; 2025Q2: 133,045 shares; 2025Q3: 133,608 shares; 2025Q4: 131,960 shares 131,960 $3.67M 0.01% -1,648 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,099 shares; 2024Q4: 16,194 shares; 2025Q1: 14,352 shares; 2025Q2: 13,043 shares; 2025Q3: 13,482 shares; 2025Q4: 18,939 shares 18,939 $3.67M 0.01% +5,457 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,270 shares; 2024Q4: 30,910 shares; 2025Q1: 30,224 shares; 2025Q2: 36,484 shares; 2025Q3: 35,348 shares; 2025Q4: 34,820 shares 34,820 $3.67M 0.01% -528 Timeline DIVE TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,911 shares; 2025Q4: 143,911 shares 143,911 $3.66M 0.01% 0 Timeline CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,282 shares; 2024Q4: 204,468 shares; 2025Q1: 201,488 shares; 2025Q2: 184,591 shares; 2025Q3: 155,952 shares; 2025Q4: 139,192 shares 139,192 $3.65M 0.01% -16,760 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,572 shares; 2024Q4: 123,728 shares; 2025Q1: 119,153 shares; 2025Q2: 116,345 shares; 2025Q3: 122,366 shares; 2025Q4: 134,646 shares 134,646 $3.65M 0.01% +12,280 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,955 shares; 2025Q1: 80,035 shares; 2025Q2: 67,099 shares; 2025Q3: 110,593 shares; 2025Q4: 142,960 shares 142,960 $3.64M 0.01% +32,367 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,869 shares; 2024Q4: 28,036 shares; 2025Q1: 30,447 shares; 2025Q2: 59,896 shares; 2025Q3: 47,162 shares; 2025Q4: 47,411 shares 47,411 $3.64M 0.01% +249 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,846 shares; 2024Q4: 388,509 shares; 2025Q1: 436,978 shares; 2025Q2: 500,326 shares; 2025Q3: 529,720 shares; 2025Q4: 689,579 shares 689,579 $3.62M 0.01% +159,859 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,633 shares; 2024Q4: 9,559 shares; 2025Q1: 8,219 shares; 2025Q2: 8,152 shares; 2025Q3: 7,275 shares; 2025Q4: 7,085 shares 7,085 $3.62M 0.01% -190 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,812 shares; 2024Q4: 57,891 shares; 2025Q1: 55,731 shares; 2025Q2: 47,573 shares; 2025Q3: 42,561 shares; 2025Q4: 39,760 shares 39,760 $3.62M 0.01% -2,801 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 67,677 shares; 2025Q1: 65,142 shares; 2025Q2: 64,632 shares; 2025Q3: 66,848 shares; 2025Q4: 75,971 shares 75,971 $3.61M 0.01% +9,123 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,947 shares; 2024Q4: 83,994 shares; 2025Q1: 120,252 shares; 2025Q2: 144,224 shares; 2025Q3: 159,350 shares; 2025Q4: 191,585 shares 191,585 $3.61M 0.01% +32,235 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,901 shares; 2025Q1: 4,804 shares; 2025Q2: 5,006 shares; 2025Q3: 6,214 shares; 2025Q4: 12,279 shares 12,279 $3.56M 0.01% +6,065 Timeline TIP 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: 31,668 shares; 2024Q4: 27,421 shares; 2025Q1: 33,320 shares; 2025Q2: 36,567 shares; 2025Q3: 32,649 shares; 2025Q4: 32,419 shares 32,419 $3.56M 0.01% -230 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,662 shares; 2024Q4: not reported; 2025Q1: 26,182 shares; 2025Q2: 26,172 shares; 2025Q3: 29,782 shares; 2025Q4: 203,484 shares 203,484 $3.56M 0.01% +173,702 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,161 shares; 2024Q4: 25,255 shares; 2025Q1: 31,029 shares; 2025Q2: 33,651 shares; 2025Q3: 38,415 shares; 2025Q4: 45,942 shares 45,942 $3.56M 0.01% +7,527 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827,266 shares; 2024Q4: 1,787,914 shares; 2025Q1: 1,741,233 shares; 2025Q2: 1,747,750 shares; 2025Q3: 1,747,687 shares; 2025Q4: 93,467 shares 93,467 $3.55M 0.01% -1,654,220 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,417 shares; 2024Q4: 123,290 shares; 2025Q1: 84,927 shares; 2025Q2: 87,211 shares; 2025Q3: 73,309 shares; 2025Q4: 97,869 shares 97,869 $3.55M 0.01% +24,560 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: 4,465 shares; 2025Q2: 8,117 shares; 2025Q3: 13,741 shares; 2025Q4: 14,918 shares 14,918 $3.54M 0.01% +1,177 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,157 shares; 2025Q1: 6,174 shares; 2025Q2: 7,209 shares; 2025Q3: 7,086 shares; 2025Q4: 10,516 shares 10,516 $3.54M 0.01% +3,430 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,844 shares; 2024Q4: 80,522 shares; 2025Q1: 76,648 shares; 2025Q2: 85,080 shares; 2025Q3: 78,644 shares; 2025Q4: 72,039 shares 72,039 $3.53M 0.01% -6,605 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 10,425 shares; 2025Q1: 9,221 shares; 2025Q2: 8,302 shares; 2025Q3: 7,668 shares; 2025Q4: 11,833 shares 11,833 $3.53M 0.01% +4,165 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,633 shares; 2024Q4: 22,452 shares; 2025Q1: 26,016 shares; 2025Q2: 21,373 shares; 2025Q3: 21,409 shares; 2025Q4: 21,039 shares 21,039 $3.53M 0.01% -370 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: 9,799 shares; 2024Q4: 16,603 shares; 2025Q1: 28,234 shares; 2025Q2: 29,531 shares; 2025Q3: 31,094 shares; 2025Q4: 46,620 shares 46,620 $3.51M 0.01% +15,526 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 29,112 shares; 2025Q1: 42,053 shares; 2025Q2: 124,327 shares; 2025Q3: 159,235 shares; 2025Q4: 180,543 shares 180,543 $3.5M 0.01% +21,308 Timeline AGGY 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: 71,146 shares; 2024Q4: 77,564 shares; 2025Q1: 75,434 shares; 2025Q2: 74,446 shares; 2025Q3: 77,809 shares; 2025Q4: 79,131 shares 79,131 $3.49M 0.01% +1,322 Timeline ICF 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: 41,281 shares; 2024Q4: 41,113 shares; 2025Q1: 39,437 shares; 2025Q2: 42,627 shares; 2025Q3: 42,679 shares; 2025Q4: 58,317 shares 58,317 $3.48M 0.01% +15,638 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,190 shares; 2024Q4: 57,637 shares; 2025Q1: 55,158 shares; 2025Q2: 60,902 shares; 2025Q3: 60,461 shares; 2025Q4: 60,181 shares 60,181 $3.46M 0.01% -280 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: 92,206 shares; 2024Q4: 66,269 shares; 2025Q1: 36,814 shares; 2025Q2: 49,293 shares; 2025Q3: 75,983 shares; 2025Q4: 76,428 shares 76,428 $3.44M 0.01% +445 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,616 shares; 2024Q4: 173,567 shares; 2025Q1: 185,300 shares; 2025Q2: 210,758 shares; 2025Q3: 216,057 shares; 2025Q4: 188,863 shares 188,863 $3.44M 0.01% -27,194 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,379 shares; 2024Q4: 16,961 shares; 2025Q1: 44,134 shares; 2025Q2: 65,099 shares; 2025Q3: 87,072 shares; 2025Q4: 99,756 shares 99,756 $3.44M 0.01% +12,684 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,139 shares; 2024Q4: 72,920 shares; 2025Q1: 75,848 shares; 2025Q2: 75,869 shares; 2025Q3: 69,583 shares; 2025Q4: 69,959 shares 69,959 $3.43M 0.01% +376 Timeline TNGY 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: not reported; 2025Q1: not reported; 2025Q2: 416,432 shares; 2025Q3: 407,636 shares; 2025Q4: 378,813 shares 378,813 $3.42M 0.01% -28,823 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,323 shares; 2025Q1: 4,068 shares; 2025Q2: 7,232 shares; 2025Q3: 11,989 shares; 2025Q4: 15,139 shares 15,139 $3.42M 0.01% +3,150 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,828 shares; 2024Q4: 49,452 shares; 2025Q1: 56,165 shares; 2025Q2: 60,593 shares; 2025Q3: 60,593 shares; 2025Q4: 59,993 shares 59,993 $3.42M 0.01% -600 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,094 shares; 2024Q4: 27,984 shares; 2025Q1: 23,542 shares; 2025Q2: 26,330 shares; 2025Q3: 28,034 shares; 2025Q4: 25,072 shares 25,072 $3.42M 0.01% -2,962 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: 40,383 shares; 2024Q4: 92,888 shares; 2025Q1: 98,216 shares; 2025Q2: 99,492 shares; 2025Q3: 95,498 shares; 2025Q4: 108,221 shares 108,221 $3.41M 0.01% +12,723 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,662 shares; 2024Q4: 83,344 shares; 2025Q1: 82,852 shares; 2025Q2: 82,877 shares; 2025Q3: 84,387 shares; 2025Q4: 78,773 shares 78,773 $3.41M 0.01% -5,614 Timeline DBEF 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: 61,748 shares; 2024Q4: 68,050 shares; 2025Q1: 68,175 shares; 2025Q2: 68,967 shares; 2025Q3: 69,622 shares; 2025Q4: 70,647 shares 70,647 $3.4M 0.01% +1,025 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,366 shares; 2024Q4: 21,072 shares; 2025Q1: 23,946 shares; 2025Q2: 23,141 shares; 2025Q3: 30,920 shares; 2025Q4: 35,685 shares 35,685 $3.39M 0.01% +4,765 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,110 shares; 2024Q4: 41,660 shares; 2025Q1: 45,938 shares; 2025Q2: 43,534 shares; 2025Q3: 40,865 shares; 2025Q4: 42,077 shares 42,077 $3.39M 0.01% +1,212 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,229 shares; 2024Q4: 180,762 shares; 2025Q1: 173,184 shares; 2025Q2: 170,634 shares; 2025Q3: 159,743 shares; 2025Q4: 142,066 shares 142,066 $3.37M 0.01% -17,677 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 5,422 shares; 2025Q1: 5,519 shares; 2025Q2: 14,790 shares; 2025Q3: 24,251 shares; 2025Q4: 51,688 shares 51,688 $3.36M 0.01% +27,437 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,985 shares; 2024Q4: 144,514 shares; 2025Q1: 144,533 shares; 2025Q2: 143,255 shares; 2025Q3: 135,663 shares; 2025Q4: 135,661 shares 135,661 $3.34M 0.01% -2 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,363 shares; 2024Q4: 296,953 shares; 2025Q1: 266,660 shares; 2025Q2: 269,036 shares; 2025Q3: 243,497 shares; 2025Q4: 330,176 shares 330,176 $3.34M 0.01% +86,679 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,983 shares; 2024Q4: 21,796 shares; 2025Q1: 16,001 shares; 2025Q2: 16,917 shares; 2025Q3: 17,941 shares; 2025Q4: 32,973 shares 32,973 $3.33M 0.01% +15,032 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,018 shares; 2024Q4: 11,132 shares; 2025Q1: 15,647 shares; 2025Q2: 38,914 shares; 2025Q3: 38,331 shares; 2025Q4: 38,096 shares 38,096 $3.33M 0.01% -235 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: 17,516 shares; 2024Q4: 17,351 shares; 2025Q1: 19,771 shares; 2025Q2: 20,903 shares; 2025Q3: 20,779 shares; 2025Q4: 25,810 shares 25,810 $3.33M 0.01% +5,031 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,771 shares; 2025Q2: 92,504 shares; 2025Q3: 92,162 shares; 2025Q4: 114,492 shares 114,492 $3.33M 0.01% +22,330 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: 38,631 shares; 2024Q4: 43,407 shares; 2025Q1: 48,941 shares; 2025Q2: 53,994 shares; 2025Q3: 55,909 shares; 2025Q4: 52,319 shares 52,319 $3.32M 0.01% -3,590 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: 472,526 shares; 2024Q4: 109,458 shares; 2025Q1: 102,638 shares; 2025Q2: 76,453 shares; 2025Q3: 75,055 shares; 2025Q4: 70,944 shares 70,944 $3.31M 0.01% -4,111 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,771 shares; 2024Q4: 49,770 shares; 2025Q1: 49,742 shares; 2025Q2: 52,913 shares; 2025Q3: 53,566 shares; 2025Q4: 56,296 shares 56,296 $3.31M 0.01% +2,730 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,981 shares; 2025Q1: 2,184 shares; 2025Q2: 5,981 shares; 2025Q3: 4,432 shares; 2025Q4: 18,254 shares 18,254 $3.31M 0.01% +13,822 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,621 shares; 2024Q4: 6,481 shares; 2025Q1: 8,371 shares; 2025Q2: 11,293 shares; 2025Q3: 13,385 shares; 2025Q4: 13,800 shares 13,800 $3.31M 0.01% +415 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: 127,937 shares; 2024Q4: 108,330 shares; 2025Q1: 100,314 shares; 2025Q2: 99,278 shares; 2025Q3: 93,112 shares; 2025Q4: 66,727 shares 66,727 $3.3M 0.01% -26,385 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,583 shares; 2024Q4: 38,430 shares; 2025Q1: 41,925 shares; 2025Q2: 43,828 shares; 2025Q3: 41,267 shares; 2025Q4: 39,310 shares 39,310 $3.3M 0.01% -1,957 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,131 shares; 2024Q4: 162,356 shares; 2025Q1: 165,026 shares; 2025Q2: 166,055 shares; 2025Q3: 161,675 shares; 2025Q4: 168,446 shares 168,446 $3.3M 0.01% +6,771 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,476 shares; 2024Q4: 132,426 shares; 2025Q1: 139,846 shares; 2025Q2: 143,545 shares; 2025Q3: 111,674 shares; 2025Q4: 114,190 shares 114,190 $3.29M 0.01% +2,516 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: 5,346 shares; 2024Q4: 8,204 shares; 2025Q1: 8,555 shares; 2025Q2: 13,332 shares; 2025Q3: 12,130 shares; 2025Q4: 14,425 shares 14,425 $3.29M 0.01% +2,295 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,353 shares; 2024Q4: 36,214 shares; 2025Q1: 34,762 shares; 2025Q2: 32,761 shares; 2025Q3: 37,300 shares; 2025Q4: 40,007 shares 40,007 $3.28M 0.01% +2,707 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 9,639 shares; 2025Q1: 11,731 shares; 2025Q2: 11,924 shares; 2025Q3: 12,919 shares; 2025Q4: 15,593 shares 15,593 $3.24M 0.01% +2,674 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,880 shares; 2024Q4: 76,332 shares; 2025Q1: 60,346 shares; 2025Q2: 66,133 shares; 2025Q3: 61,978 shares; 2025Q4: 33,738 shares 33,738 $3.24M 0.01% -28,240 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: not reported; 2024Q4: 28,402 shares; 2025Q1: 20,141 shares; 2025Q2: 23,960 shares; 2025Q3: 27,496 shares; 2025Q4: 29,312 shares 29,312 $3.23M 0.01% +1,816 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,727 shares; 2024Q4: 94,143 shares; 2025Q1: 93,127 shares; 2025Q2: 94,264 shares; 2025Q3: 97,637 shares; 2025Q4: 97,699 shares 97,699 $3.23M 0.01% +62 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,974 shares; 2024Q4: 39,960 shares; 2025Q1: 30,112 shares; 2025Q2: 32,293 shares; 2025Q3: 32,899 shares; 2025Q4: 40,288 shares 40,288 $3.22M 0.01% +7,389 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,434 shares; 2024Q4: 49,817 shares; 2025Q1: 74,392 shares; 2025Q2: 118,647 shares; 2025Q3: 100,265 shares; 2025Q4: 114,050 shares 114,050 $3.22M 0.01% +13,785 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,959 shares; 2025Q4: 133,237 shares 133,237 $3.21M 0.01% +55,278 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,879 shares; 2024Q4: 58,372 shares; 2025Q1: 57,466 shares; 2025Q2: 59,960 shares; 2025Q3: 64,634 shares; 2025Q4: 93,020 shares 93,020 $3.2M 0.01% +28,386 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,315 shares; 2025Q1: 76,345 shares; 2025Q2: 75,588 shares; 2025Q3: 76,237 shares; 2025Q4: 82,422 shares 82,422 $3.19M 0.01% +6,185 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 3,227 shares; 2025Q1: 6,923 shares; 2025Q2: 7,289 shares; 2025Q3: 7,333 shares; 2025Q4: 7,011 shares 7,011 $3.18M 0.01% -322 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,691 shares; 2024Q4: 13,638 shares; 2025Q1: 20,373 shares; 2025Q2: 23,683 shares; 2025Q3: 28,180 shares; 2025Q4: 37,992 shares 37,992 $3.18M 0.01% +9,812 Timeline FBND 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: 80,052 shares; 2024Q4: 68,441 shares; 2025Q1: 69,418 shares; 2025Q2: 66,474 shares; 2025Q3: 72,784 shares; 2025Q4: 68,979 shares 68,979 $3.18M 0.01% -3,805 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: 183,635 shares; 2024Q4: 143,441 shares; 2025Q1: 141,984 shares; 2025Q2: 208,921 shares; 2025Q3: 184,708 shares; 2025Q4: 189,462 shares 189,462 $3.17M 0.01% +4,754 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,295 shares; 2024Q4: 38,027 shares; 2025Q1: 72,334 shares; 2025Q2: 72,499 shares; 2025Q3: 69,023 shares; 2025Q4: 65,431 shares 65,431 $3.17M 0.01% -3,592 Timeline 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: 55,729 shares; 2024Q4: 55,892 shares; 2025Q1: 45,420 shares; 2025Q2: 38,454 shares; 2025Q3: 37,755 shares; 2025Q4: 39,709 shares 39,709 $3.16M 0.01% +1,954 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,742 shares; 2024Q4: 31,879 shares; 2025Q1: 32,105 shares; 2025Q2: 32,368 shares; 2025Q3: 32,496 shares; 2025Q4: 33,068 shares 33,068 $3.16M 0.01% +572 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 1,654 shares; 2025Q1: 1,516 shares; 2025Q2: not reported; 2025Q3: 23,182 shares; 2025Q4: 23,772 shares 23,772 $3.16M 0.01% +590 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,652 shares; 2024Q4: 40,876 shares; 2025Q1: 42,676 shares; 2025Q2: 45,771 shares; 2025Q3: 40,353 shares; 2025Q4: 40,448 shares 40,448 $3.15M 0.01% +95 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,926 shares; 2024Q4: 23,081 shares; 2025Q1: 23,645 shares; 2025Q2: 23,619 shares; 2025Q3: 23,697 shares; 2025Q4: 24,391 shares 24,391 $3.15M 0.01% +694 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,161 shares; 2024Q4: 63,019 shares; 2025Q1: 61,952 shares; 2025Q2: 71,481 shares; 2025Q3: 80,668 shares; 2025Q4: 76,059 shares 76,059 $3.14M 0.01% -4,609 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,807 shares; 2024Q4: 40,938 shares; 2025Q1: 39,687 shares; 2025Q2: 39,677 shares; 2025Q3: 40,438 shares; 2025Q4: 40,602 shares 40,602 $3.14M 0.01% +164 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,210 shares; 2025Q1: 6,214 shares; 2025Q2: 6,501 shares; 2025Q3: 6,444 shares; 2025Q4: 8,171 shares 8,171 $3.13M 0.01% +1,727 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,422 shares; 2024Q4: 36,682 shares; 2025Q1: 33,028 shares; 2025Q2: 38,944 shares; 2025Q3: 36,734 shares; 2025Q4: 37,676 shares 37,676 $3.13M 0.01% +942 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: 6,880 shares; 2025Q1: 7,294 shares; 2025Q2: 22,527 shares; 2025Q3: 30,424 shares; 2025Q4: 30,780 shares 30,780 $3.13M 0.01% +356 Timeline QYLD 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: 63,040 shares; 2024Q4: 55,583 shares; 2025Q1: 105,281 shares; 2025Q2: 135,931 shares; 2025Q3: 163,531 shares; 2025Q4: 176,884 shares 176,884 $3.13M 0.01% +13,353 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,735 shares; 2024Q4: 115,824 shares; 2025Q1: 103,021 shares; 2025Q2: 127,143 shares; 2025Q3: 120,066 shares; 2025Q4: 130,071 shares 130,071 $3.12M 0.01% +10,005 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,563 shares; 2024Q4: 17,685 shares; 2025Q1: 18,119 shares; 2025Q2: 18,729 shares; 2025Q3: 18,297 shares; 2025Q4: 19,106 shares 19,106 $3.12M 0.01% +809 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,493 shares; 2024Q4: 41,875 shares; 2025Q1: 42,907 shares; 2025Q2: 50,765 shares; 2025Q3: 57,367 shares; 2025Q4: 59,064 shares 59,064 $3.12M 0.01% +1,697 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,351 shares; 2024Q4: 25,322 shares; 2025Q1: 25,936 shares; 2025Q2: 27,476 shares; 2025Q3: 39,744 shares; 2025Q4: 30,410 shares 30,410 $3.1M 0.01% -9,334 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,345 shares; 2024Q4: 84,784 shares; 2025Q1: 99,103 shares; 2025Q2: 84,562 shares; 2025Q3: 84,939 shares; 2025Q4: 102,544 shares 102,544 $3.1M 0.01% +17,605 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,232 shares; 2024Q4: 11,898 shares; 2025Q1: 13,305 shares; 2025Q2: 13,182 shares; 2025Q3: 15,935 shares; 2025Q4: 32,781 shares 32,781 $3.09M 0.01% +16,846 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,437 shares; 2024Q4: 115,175 shares; 2025Q1: 115,174 shares; 2025Q2: 65,931 shares; 2025Q3: 63,308 shares; 2025Q4: 57,176 shares 57,176 $3.08M 0.01% -6,132 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,930 shares; 2025Q4: 29,648 shares 29,648 $3.07M 0.01% +14,718 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 12,199 shares; 2025Q1: 10,578 shares; 2025Q2: 10,101 shares; 2025Q3: 9,798 shares; 2025Q4: 14,775 shares 14,775 $3.07M 0.01% +4,977 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 11,413 shares; 2025Q1: 15,033 shares; 2025Q2: 11,294 shares; 2025Q3: 11,996 shares; 2025Q4: 15,804 shares 15,804 $3.06M 0.01% +3,808 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: 6,494 shares; 2024Q4: 9,712 shares; 2025Q1: 12,582 shares; 2025Q2: 14,595 shares; 2025Q3: 16,532 shares; 2025Q4: 17,375 shares 17,375 $3.06M 0.01% +843 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 9,611 shares; 2025Q1: 18,565 shares; 2025Q2: 23,618 shares; 2025Q3: 23,323 shares; 2025Q4: 28,533 shares 28,533 $3.06M 0.01% +5,210 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: 11,634 shares; 2024Q4: 12,560 shares; 2025Q1: 105,685 shares; 2025Q2: 104,908 shares; 2025Q3: 91,279 shares; 2025Q4: 14,049 shares 14,049 $3.05M 0.01% -77,230 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,220 shares; 2025Q1: 2,021 shares; 2025Q2: 1,981 shares; 2025Q3: 2,194 shares; 2025Q4: 2,290 shares 2,290 $3.05M 0.01% +96 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,930 shares; 2024Q4: 35,091 shares; 2025Q1: 36,768 shares; 2025Q2: 47,452 shares; 2025Q3: 61,134 shares; 2025Q4: 60,531 shares 60,531 $3.03M 0.01% -603 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,326 shares; 2024Q4: 50,811 shares; 2025Q1: 53,462 shares; 2025Q2: 58,629 shares; 2025Q3: 63,922 shares; 2025Q4: 68,211 shares 68,211 $3.02M 0.01% +4,289 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,540 shares; 2024Q4: 100,767 shares; 2025Q1: 94,378 shares; 2025Q2: 91,753 shares; 2025Q3: 81,600 shares; 2025Q4: 72,170 shares 72,170 $3.02M 0.01% -9,430 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 5,543 shares; 2025Q1: 4,971 shares; 2025Q2: 5,082 shares; 2025Q3: 5,040 shares; 2025Q4: 6,718 shares 6,718 $3.01M 0.01% +1,678 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,851 shares; 2024Q4: 17,975 shares; 2025Q1: 57,956 shares; 2025Q2: 35,938 shares; 2025Q3: 53,729 shares; 2025Q4: 54,999 shares 54,999 $3M 0.01% +1,270 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,329 shares; 2024Q4: 23,986 shares; 2025Q1: 33,543 shares; 2025Q2: 34,987 shares; 2025Q3: 39,998 shares; 2025Q4: 40,504 shares 40,504 $2.98M 0.01% +506 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,079 shares; 2025Q4: 31,661 shares 31,661 $2.98M 0.01% -418 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,799 shares; 2024Q4: 13,355 shares; 2025Q1: 14,293 shares; 2025Q2: 14,796 shares; 2025Q3: 13,247 shares; 2025Q4: 16,960 shares 16,960 $2.97M 0.01% +3,713 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,351 shares; 2024Q4: 9,316 shares; 2025Q1: 10,776 shares; 2025Q2: 12,764 shares; 2025Q3: 12,695 shares; 2025Q4: 15,785 shares 15,785 $2.97M 0.01% +3,090 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,289 shares; 2024Q4: 51,580 shares; 2025Q1: 63,257 shares; 2025Q2: 70,511 shares; 2025Q3: 67,684 shares; 2025Q4: 106,170 shares 106,170 $2.97M 0.01% +38,486 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,878 shares; 2025Q3: 80,790 shares; 2025Q4: 97,241 shares 97,241 $2.94M 0.01% +16,451 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 4,353 shares; 2025Q1: 3,749 shares; 2025Q2: 3,859 shares; 2025Q3: 5,723 shares; 2025Q4: 8,641 shares 8,641 $2.94M 0.01% +2,918 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468,383 shares; 2024Q4: 1,542,010 shares; 2025Q1: 1,384,178 shares; 2025Q2: 1,456,542 shares; 2025Q3: 1,526,585 shares; 2025Q4: 2,081,209 shares 2,081,209 $2.93M 0.01% +554,624 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,903 shares; 2025Q2: 34,781 shares; 2025Q3: 34,848 shares; 2025Q4: 34,804 shares 34,804 $2.93M 0.01% -44 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,968 shares; 2024Q4: 7,431 shares; 2025Q1: 6,843 shares; 2025Q2: 6,991 shares; 2025Q3: 8,408 shares; 2025Q4: 14,814 shares 14,814 $2.93M 0.01% +6,406 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,747 shares; 2024Q4: 146,559 shares; 2025Q1: 196,868 shares; 2025Q2: 161,510 shares; 2025Q3: 153,515 shares; 2025Q4: 153,197 shares 153,197 $2.93M 0.01% -318 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 10,461 shares; 2025Q1: 59,695 shares; 2025Q2: 62,354 shares; 2025Q3: 79,925 shares; 2025Q4: 61,155 shares 61,155 $2.93M 0.01% -18,770 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,233 shares; 2024Q4: 60,421 shares; 2025Q1: 59,004 shares; 2025Q2: 74,025 shares; 2025Q3: 72,968 shares; 2025Q4: 67,207 shares 67,207 $2.91M 0.01% -5,761 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,910 shares; 2025Q1: 6,556 shares; 2025Q2: 8,624 shares; 2025Q3: 6,653 shares; 2025Q4: 9,657 shares 9,657 $2.91M 0.01% +3,004 Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,360 shares 57,360 $2.9M 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 7,559 shares; 2025Q1: 9,922 shares; 2025Q2: 13,907 shares; 2025Q3: 14,273 shares; 2025Q4: 19,938 shares 19,938 $2.89M 0.01% +5,665 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,615 shares; 2024Q4: 123,776 shares; 2025Q1: 132,515 shares; 2025Q2: 129,017 shares; 2025Q3: 126,800 shares; 2025Q4: 140,023 shares 140,023 $2.89M 0.01% +13,223 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: 73,145 shares; 2024Q4: 73,655 shares; 2025Q1: 74,471 shares; 2025Q2: 78,980 shares; 2025Q3: 72,831 shares; 2025Q4: 75,050 shares 75,050 $2.88M 0.01% +2,219 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: 2,903 shares; 2024Q4: 2,935 shares; 2025Q1: 4,055 shares; 2025Q2: 4,155 shares; 2025Q3: 17,462 shares; 2025Q4: 25,094 shares 25,094 $2.88M 0.01% +7,632 Timeline CWB 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: 42,374 shares; 2024Q4: 34,688 shares; 2025Q1: 30,620 shares; 2025Q2: 33,121 shares; 2025Q3: 32,082 shares; 2025Q4: 32,285 shares 32,285 $2.88M 0.01% +203 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,300 shares; 2025Q2: 187,924 shares; 2025Q3: 9,703 shares; 2025Q4: 57,683 shares 57,683 $2.88M 0.01% +47,980 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,923 shares; 2024Q4: 55,964 shares; 2025Q1: 65,543 shares; 2025Q2: 71,005 shares; 2025Q3: 75,767 shares; 2025Q4: 69,571 shares 69,571 $2.86M 0.01% -6,196 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,763 shares; 2024Q4: 74,530 shares; 2025Q1: 90,176 shares; 2025Q2: 112,281 shares; 2025Q3: 133,877 shares; 2025Q4: 168,945 shares 168,945 $2.86M 0.01% +35,068 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,531 shares; 2024Q4: 15,542 shares; 2025Q1: 15,461 shares; 2025Q2: 16,012 shares; 2025Q3: 11,909 shares; 2025Q4: 14,038 shares 14,038 $2.86M 0.01% +2,129 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,401 shares; 2024Q4: 34,662 shares; 2025Q1: 35,514 shares; 2025Q2: 38,907 shares; 2025Q3: 39,609 shares; 2025Q4: 39,783 shares 39,783 $2.85M 0.01% +174 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,383 shares; 2024Q4: 48,766 shares; 2025Q1: 49,409 shares; 2025Q2: 45,122 shares; 2025Q3: 42,475 shares; 2025Q4: 42,226 shares 42,226 $2.85M 0.01% -249 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 4,031 shares; 2025Q1: 6,217 shares; 2025Q2: 6,109 shares; 2025Q3: 6,427 shares; 2025Q4: 8,048 shares 8,048 $2.85M 0.01% +1,621 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: 7,362 shares; 2024Q4: 7,505 shares; 2025Q1: 5,649 shares; 2025Q2: 12,758 shares; 2025Q3: 13,144 shares; 2025Q4: 27,122 shares 27,122 $2.81M 0.01% +13,978 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,181 shares; 2025Q2: 8,239 shares; 2025Q3: 18,058 shares; 2025Q4: 37,264 shares 37,264 $2.81M 0.01% +19,206 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,543 shares; 2024Q4: 113,377 shares; 2025Q1: 103,802 shares; 2025Q2: 92,825 shares; 2025Q3: 83,769 shares; 2025Q4: 78,311 shares 78,311 $2.8M 0.01% -5,458 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,557 shares; 2024Q4: 25,320 shares; 2025Q1: 24,363 shares; 2025Q2: 177,445 shares; 2025Q3: 182,037 shares; 2025Q4: 36,028 shares 36,028 $2.8M 0.01% -146,009 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,323 shares; 2024Q4: 40,215 shares; 2025Q1: 42,708 shares; 2025Q2: 51,788 shares; 2025Q3: 51,119 shares; 2025Q4: 62,562 shares 62,562 $2.79M 0.01% +11,443 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,106 shares; 2024Q4: 7,885 shares; 2025Q1: 9,279 shares; 2025Q2: 12,440 shares; 2025Q3: 12,568 shares; 2025Q4: 17,476 shares 17,476 $2.78M 0.01% +4,908 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,054 shares; 2024Q4: 137,723 shares; 2025Q1: 129,363 shares; 2025Q2: 119,892 shares; 2025Q3: 103,677 shares; 2025Q4: 97,562 shares 97,562 $2.78M 0.01% -6,115 Timeline IOCT 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: 72,238 shares; 2024Q4: 70,395 shares; 2025Q1: 74,995 shares; 2025Q2: 85,395 shares; 2025Q3: 87,025 shares; 2025Q4: 79,435 shares 79,435 $2.77M 0.01% -7,590 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 9,999 shares; 2025Q1: 8,067 shares; 2025Q2: 7,959 shares; 2025Q3: 7,372 shares; 2025Q4: 8,032 shares 8,032 $2.77M 0.01% +660 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,819 shares; 2024Q4: 43,982 shares; 2025Q1: 43,982 shares; 2025Q2: 69,644 shares; 2025Q3: 69,644 shares; 2025Q4: 69,644 shares 69,644 $2.76M 0.01% 0 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM 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: 50,355 shares; 2025Q2: 50,655 shares; 2025Q3: 50,633 shares; 2025Q4: 50,371 shares 50,371 $2.76M 0.01% -262 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,222 shares; 2024Q4: 12,034 shares; 2025Q1: 11,842 shares; 2025Q2: 15,609 shares; 2025Q3: 15,009 shares; 2025Q4: 14,579 shares 14,579 $2.76M 0.01% -430 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,051 shares; 2024Q4: 28,152 shares; 2025Q1: 29,574 shares; 2025Q2: 33,235 shares; 2025Q3: 27,518 shares; 2025Q4: 41,431 shares 41,431 $2.75M 0.01% +13,913 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,886 shares 41,886 $2.74M 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,218 shares; 2024Q4: 38,308 shares; 2025Q1: 49,982 shares; 2025Q2: 50,470 shares; 2025Q3: 41,573 shares; 2025Q4: 45,343 shares 45,343 $2.74M 0.01% +3,770 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,091 shares; 2024Q4: 7,492 shares; 2025Q1: 7,128 shares; 2025Q2: 11,447 shares; 2025Q3: 10,802 shares; 2025Q4: 19,717 shares 19,717 $2.74M 0.01% +8,915 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,970 shares; 2024Q4: 44,015 shares; 2025Q1: 14,719 shares; 2025Q2: 14,623 shares; 2025Q3: 15,512 shares; 2025Q4: 16,890 shares 16,890 $2.72M 0.01% +1,378 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,714 shares; 2024Q4: 71,846 shares; 2025Q1: 75,917 shares; 2025Q2: 68,746 shares; 2025Q3: 67,785 shares; 2025Q4: 61,384 shares 61,384 $2.72M 0.01% -6,401 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,896 shares; 2024Q4: 37,600 shares; 2025Q1: 33,886 shares; 2025Q2: 36,972 shares; 2025Q3: 44,374 shares; 2025Q4: 61,579 shares 61,579 $2.72M 0.01% +17,205 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,081 shares; 2024Q4: 49,951 shares; 2025Q1: 62,974 shares; 2025Q2: 59,911 shares; 2025Q3: 57,598 shares; 2025Q4: 62,056 shares 62,056 $2.71M 0.01% +4,458 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,067 shares; 2024Q4: 46,485 shares; 2025Q1: 51,584 shares; 2025Q2: 57,575 shares; 2025Q3: 70,305 shares; 2025Q4: 77,662 shares 77,662 $2.7M 0.01% +7,357 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: 54,109 shares; 2024Q4: 44,169 shares; 2025Q1: 44,537 shares; 2025Q2: 45,930 shares; 2025Q3: 40,319 shares; 2025Q4: 36,701 shares 36,701 $2.7M 0.01% -3,618 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 8,189 shares; 2025Q2: 9,200 shares; 2025Q3: not reported; 2025Q4: 55,810 shares 55,810 $2.67M 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,317 shares; 2024Q4: 19,737 shares; 2025Q1: 23,894 shares; 2025Q2: 25,480 shares; 2025Q3: 24,689 shares; 2025Q4: 29,385 shares 29,385 $2.67M 0.01% +4,696 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,010 shares; 2025Q3: 12,690 shares; 2025Q4: 51,347 shares 51,347 $2.66M 0.01% +38,657 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,381 shares; 2024Q4: 16,654 shares; 2025Q1: 15,142 shares; 2025Q2: 16,002 shares; 2025Q3: 4,649 shares; 2025Q4: 11,599 shares 11,599 $2.65M 0.01% +6,950 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: 18,475 shares; 2024Q4: 70,748 shares; 2025Q1: 89,771 shares; 2025Q2: 44,327 shares; 2025Q3: 45,229 shares; 2025Q4: 57,486 shares 57,486 $2.65M 0.01% +12,257 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: 24,554 shares; 2024Q4: 35,165 shares; 2025Q1: 42,759 shares; 2025Q2: 41,830 shares; 2025Q3: 29,332 shares; 2025Q4: 33,379 shares 33,379 $2.64M 0.01% +4,047 Timeline BOTJ BANK OF THE JAMES FINL GP IN More: the full row for BANK OF THE JAMES FINL GP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,633 shares; 2024Q4: 144,684 shares; 2025Q1: 143,477 shares; 2025Q2: 143,477 shares; 2025Q3: 143,088 shares; 2025Q4: 141,918 shares 141,918 $2.64M 0.01% -1,170 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,410 shares; 2024Q4: 47,680 shares; 2025Q1: 41,569 shares; 2025Q2: 38,621 shares; 2025Q3: 39,234 shares; 2025Q4: 38,536 shares 38,536 $2.63M 0.01% -698 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 11,318 shares; 2025Q1: 10,972 shares; 2025Q2: 13,536 shares; 2025Q3: 11,767 shares; 2025Q4: 12,533 shares 12,533 $2.62M <0.01% +766 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,413 shares; 2024Q4: 69,434 shares; 2025Q1: 43,130 shares; 2025Q2: 67,474 shares; 2025Q3: 73,256 shares; 2025Q4: 72,899 shares 72,899 $2.62M <0.01% -357 Timeline IUSB 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: 107,538 shares; 2024Q4: 51,566 shares; 2025Q1: 54,780 shares; 2025Q2: 58,749 shares; 2025Q3: 60,135 shares; 2025Q4: 56,315 shares 56,315 $2.62M <0.01% -3,820 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 20,626 shares; 2025Q1: 29,266 shares; 2025Q2: 49,826 shares; 2025Q3: 66,479 shares; 2025Q4: 85,889 shares 85,889 $2.62M <0.01% +19,410 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 4,042 shares; 2025Q1: 3,905 shares; 2025Q2: 4,510 shares; 2025Q3: 4,826 shares; 2025Q4: 4,730 shares 4,730 $2.61M <0.01% -96 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,913 shares; 2024Q4: 11,215 shares; 2025Q1: 12,122 shares; 2025Q2: 13,701 shares; 2025Q3: 13,844 shares; 2025Q4: 14,347 shares 14,347 $2.61M <0.01% +503 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: 13,254 shares; 2024Q4: 11,384 shares; 2025Q1: 11,659 shares; 2025Q2: 12,561 shares; 2025Q3: 14,056 shares; 2025Q4: 12,986 shares 12,986 $2.61M <0.01% -1,070 Timeline LDUR 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: 32,808 shares; 2024Q4: 31,506 shares; 2025Q1: 31,040 shares; 2025Q2: 30,245 shares; 2025Q3: 28,016 shares; 2025Q4: 27,198 shares 27,198 $2.61M <0.01% -818 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,834 shares; 2024Q4: 126,486 shares; 2025Q1: 169,098 shares; 2025Q2: 173,318 shares; 2025Q3: 145,300 shares; 2025Q4: 130,405 shares 130,405 $2.61M <0.01% -14,895 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: 151,804 shares; 2024Q4: 164,866 shares; 2025Q1: 168,773 shares; 2025Q2: 207,900 shares; 2025Q3: 209,490 shares; 2025Q4: 209,363 shares 209,363 $2.61M <0.01% -127 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,258 shares; 2024Q4: 65,032 shares; 2025Q1: 51,173 shares; 2025Q2: 44,894 shares; 2025Q3: 90,904 shares; 2025Q4: 85,198 shares 85,198 $2.6M <0.01% -5,706 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,927 shares; 2024Q4: 43,547 shares; 2025Q1: 46,115 shares; 2025Q2: 49,985 shares; 2025Q3: 53,965 shares; 2025Q4: 57,835 shares 57,835 $2.6M <0.01% +3,870 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: 2,226 shares; 2024Q4: 2,415 shares; 2025Q1: 2,860 shares; 2025Q2: 4,991 shares; 2025Q3: 15,182 shares; 2025Q4: 25,700 shares 25,700 $2.59M <0.01% +10,518 Timeline SCHK 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: 35,887 shares; 2024Q4: 80,222 shares; 2025Q1: 80,228 shares; 2025Q2: 78,522 shares; 2025Q3: 77,505 shares; 2025Q4: 78,753 shares 78,753 $2.58M <0.01% +1,248 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,988 shares; 2024Q4: 19,463 shares; 2025Q1: 46,880 shares; 2025Q2: 45,034 shares; 2025Q3: 48,302 shares; 2025Q4: 133,525 shares 133,525 $2.58M <0.01% +85,223 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,475 shares; 2025Q4: 119,766 shares 119,766 $2.58M <0.01% +6,291 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,327 shares; 2024Q4: 21,008 shares; 2025Q1: 31,956 shares; 2025Q2: 44,176 shares; 2025Q3: 63,419 shares; 2025Q4: 74,707 shares 74,707 $2.57M <0.01% +11,288 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,690 shares; 2024Q4: 74,795 shares; 2025Q1: 26,568 shares; 2025Q2: 23,670 shares; 2025Q3: 28,060 shares; 2025Q4: 28,086 shares 28,086 $2.57M <0.01% +26 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 11,846 shares; 2025Q1: 11,910 shares; 2025Q2: 14,961 shares; 2025Q3: 15,683 shares; 2025Q4: 18,367 shares 18,367 $2.57M <0.01% +2,684 Timeline HELO 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: 23,335 shares; 2024Q4: 34,455 shares; 2025Q1: 51,635 shares; 2025Q2: 56,679 shares; 2025Q3: 47,770 shares; 2025Q4: 38,565 shares 38,565 $2.56M <0.01% -9,205 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,190 shares; 2024Q4: 12,805 shares; 2025Q1: 17,835 shares; 2025Q2: 17,691 shares; 2025Q3: 34,977 shares; 2025Q4: 34,942 shares 34,942 $2.55M <0.01% -35 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,865 shares; 2025Q1: 2,868 shares; 2025Q2: 6,099 shares; 2025Q3: 8,075 shares; 2025Q4: 11,092 shares 11,092 $2.55M <0.01% +3,017 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: 9,513 shares; 2024Q4: 11,190 shares; 2025Q1: 12,221 shares; 2025Q2: 17,563 shares; 2025Q3: 17,720 shares; 2025Q4: 18,695 shares 18,695 $2.54M <0.01% +975 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: 13,876 shares; 2024Q4: 14,036 shares; 2025Q1: 9,612 shares; 2025Q2: 9,871 shares; 2025Q3: 9,239 shares; 2025Q4: 7,944 shares 7,944 $2.53M <0.01% -1,295 Timeline GSST 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: 474,999 shares; 2024Q4: 42,259 shares; 2025Q1: 36,273 shares; 2025Q2: 47,262 shares; 2025Q3: 51,144 shares; 2025Q4: 50,102 shares 50,102 $2.53M <0.01% -1,042 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: 169,654 shares; 2024Q4: 116,009 shares; 2025Q1: 86,487 shares; 2025Q2: 99,549 shares; 2025Q3: 104,974 shares; 2025Q4: 105,567 shares 105,567 $2.52M <0.01% +593 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,546 shares; 2024Q4: 13,487 shares; 2025Q1: 13,091 shares; 2025Q2: 12,886 shares; 2025Q3: 13,519 shares; 2025Q4: 18,450 shares 18,450 $2.52M <0.01% +4,931 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 995 shares; 2025Q1: not reported; 2025Q2: 5,157 shares; 2025Q3: 4,924 shares; 2025Q4: 5,997 shares 5,997 $2.52M <0.01% +1,073 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 16,887 shares; 2025Q1: 21,167 shares; 2025Q2: 21,127 shares; 2025Q3: 18,673 shares; 2025Q4: 18,459 shares 18,459 $2.51M <0.01% -214 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 11,200 shares; 2025Q1: 12,483 shares; 2025Q2: 13,488 shares; 2025Q3: 14,092 shares; 2025Q4: 17,132 shares 17,132 $2.51M <0.01% +3,040 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 9,026 shares; 2025Q1: 73,612 shares; 2025Q2: 75,647 shares; 2025Q3: 66,612 shares; 2025Q4: 11,545 shares 11,545 $2.51M <0.01% -55,067 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,493 shares; 2024Q4: 9,814 shares; 2025Q1: 9,721 shares; 2025Q2: 12,077 shares; 2025Q3: 15,350 shares; 2025Q4: 9,662 shares 9,662 $2.51M <0.01% -5,688 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 21,959 shares; 2025Q1: 19,371 shares; 2025Q2: 32,223 shares; 2025Q3: 30,341 shares; 2025Q4: 27,314 shares 27,314 $2.5M <0.01% -3,027 Timeline HBT HBT FINL INC. More: the full row for HBT FINL 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: 99,554 shares; 2025Q2: 96,306 shares; 2025Q3: 96,578 shares; 2025Q4: 96,643 shares 96,643 $2.5M <0.01% +65 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,435 shares; 2024Q4: 60,176 shares; 2025Q1: 65,241 shares; 2025Q2: 69,084 shares; 2025Q3: 70,593 shares; 2025Q4: 71,652 shares 71,652 $2.49M <0.01% +1,059 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,248 shares; 2024Q4: 179,092 shares; 2025Q1: 170,374 shares; 2025Q2: 173,302 shares; 2025Q3: 171,765 shares; 2025Q4: 173,144 shares 173,144 $2.49M <0.01% +1,379 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,444 shares; 2024Q4: 65,299 shares; 2025Q1: 60,718 shares; 2025Q2: 63,227 shares; 2025Q3: 47,823 shares; 2025Q4: 47,868 shares 47,868 $2.49M <0.01% +45 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: 37,831 shares; 2024Q4: 38,666 shares; 2025Q1: 50,633 shares; 2025Q2: 35,080 shares; 2025Q3: 55,715 shares; 2025Q4: 56,372 shares 56,372 $2.49M <0.01% +657 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,615 shares; 2024Q4: 40,270 shares; 2025Q1: 33,664 shares; 2025Q2: 29,604 shares; 2025Q3: 23,109 shares; 2025Q4: 36,264 shares 36,264 $2.48M <0.01% +13,155 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: not reported; 2025Q1: 15,167 shares; 2025Q2: 16,745 shares; 2025Q3: 17,692 shares; 2025Q4: 17,607 shares 17,607 $2.48M <0.01% -85 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,940 shares; 2024Q4: 18,222 shares; 2025Q1: 11,299 shares; 2025Q2: 32,547 shares; 2025Q3: 57,153 shares; 2025Q4: 76,073 shares 76,073 $2.46M <0.01% +18,920 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: 38,926 shares; 2024Q4: 37,312 shares; 2025Q1: 36,243 shares; 2025Q2: 45,841 shares; 2025Q3: 47,469 shares; 2025Q4: 58,788 shares 58,788 $2.45M <0.01% +11,319 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,406 shares; 2024Q4: 50,169 shares; 2025Q1: 59,712 shares; 2025Q2: 54,402 shares; 2025Q3: 67,350 shares; 2025Q4: 94,486 shares 94,486 $2.45M <0.01% +27,136 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: 2,747 shares; 2024Q4: 2,598 shares; 2025Q1: 2,833 shares; 2025Q2: 6,331 shares; 2025Q3: 10,599 shares; 2025Q4: 12,155 shares 12,155 $2.42M <0.01% +1,556 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,746 shares; 2024Q4: 55,356 shares; 2025Q1: 76,551 shares; 2025Q2: 114,859 shares; 2025Q3: 295,247 shares; 2025Q4: 298,342 shares 298,342 $2.41M <0.01% +3,095 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,550 shares; 2024Q4: 30,348 shares; 2025Q1: 27,797 shares; 2025Q2: 33,711 shares; 2025Q3: 37,083 shares; 2025Q4: 40,577 shares 40,577 $2.41M <0.01% +3,494 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,430 shares; 2024Q4: 10,281 shares; 2025Q1: 7,615 shares; 2025Q2: 8,348 shares; 2025Q3: 8,630 shares; 2025Q4: 13,038 shares 13,038 $2.4M <0.01% +4,408 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: 33,714 shares; 2024Q4: 31,795 shares; 2025Q1: 27,190 shares; 2025Q2: 33,258 shares; 2025Q3: 29,929 shares; 2025Q4: 26,729 shares 26,729 $2.4M <0.01% -3,200 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 30,956 shares; 2025Q1: 39,132 shares; 2025Q2: 36,428 shares; 2025Q3: 47,350 shares; 2025Q4: 35,744 shares 35,744 $2.4M <0.01% -11,606 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 8,320 shares; 2025Q1: 8,403 shares; 2025Q2: 9,596 shares; 2025Q3: 14,059 shares; 2025Q4: 10,662 shares 10,662 $2.4M <0.01% -3,397 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 8,354 shares; 2025Q1: 6,768 shares; 2025Q2: 6,087 shares; 2025Q3: 11,549 shares; 2025Q4: 12,988 shares 12,988 $2.4M <0.01% +1,439 Timeline