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: 888,887 shares; 2024Q4: 1,036,690 shares; 2025Q1: 1,124,794 shares; 2025Q2: 1,118,033 shares; 2025Q3: 1,390,431 shares; 2025Q4: 1,473,064 shares 1,473,064 $29.8M 0.03% +82,633 Timeline CQQQ 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: 14,879 shares; 2025Q2: 29,505 shares; 2025Q3: 546,734 shares; 2025Q4: 569,724 shares 569,724 $29.6M 0.03% +22,990 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,449 shares; 2024Q4: 289,713 shares; 2025Q1: 299,756 shares; 2025Q2: 292,810 shares; 2025Q3: 342,252 shares; 2025Q4: 343,490 shares 343,490 $29.6M 0.03% +1,238 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: not reported; 2024Q4: not reported; 2025Q1: 47,876 shares; 2025Q2: 51,501 shares; 2025Q3: 67,884 shares; 2025Q4: 70,047 shares 70,047 $29.6M 0.03% +2,163 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,937 shares; 2024Q4: 84,345 shares; 2025Q1: 123,963 shares; 2025Q2: 101,721 shares; 2025Q3: 133,307 shares; 2025Q4: 122,282 shares 122,282 $29.5M 0.03% -11,025 Timeline IPAC 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: 513,306 shares; 2024Q4: 483,093 shares; 2025Q1: 446,776 shares; 2025Q2: 399,916 shares; 2025Q3: 399,255 shares; 2025Q4: 399,183 shares 399,183 $29.2M 0.03% -72 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,284 shares; 2025Q2: 349,845 shares; 2025Q3: 607,279 shares; 2025Q4: 682,264 shares 682,264 $29.2M 0.03% +74,985 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,494 shares; 2024Q4: 149,501 shares; 2025Q1: 207,302 shares; 2025Q2: 679,327 shares; 2025Q3: 875,179 shares; 2025Q4: 1,171,039 shares 1,171,039 $29.1M 0.03% +295,860 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,279 shares; 2024Q4: 60,237 shares; 2025Q1: 70,395 shares; 2025Q2: 72,335 shares; 2025Q3: 88,271 shares; 2025Q4: 93,852 shares 93,852 $29.1M 0.03% +5,581 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: 53,836 shares; 2024Q4: 54,726 shares; 2025Q1: 54,439 shares; 2025Q2: 65,437 shares; 2025Q3: 93,087 shares; 2025Q4: 94,150 shares 94,150 $29.1M 0.03% +1,063 Timeline DFAX 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: 321,196 shares; 2024Q4: 334,041 shares; 2025Q1: 461,320 shares; 2025Q2: 622,109 shares; 2025Q3: 843,934 shares; 2025Q4: 886,961 shares 886,961 $29M 0.03% +43,027 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,001 shares; 2024Q4: 1,043,412 shares; 2025Q1: 1,032,953 shares; 2025Q2: 1,092,128 shares; 2025Q3: 1,204,532 shares; 2025Q4: 1,280,028 shares 1,280,028 $28.6M 0.03% +75,496 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,998 shares; 2024Q4: 503,551 shares; 2025Q1: 581,434 shares; 2025Q2: 636,711 shares; 2025Q3: 880,532 shares; 2025Q4: 735,598 shares 735,598 $28.6M 0.03% -144,934 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: 68,000 shares; 2024Q4: 79,825 shares; 2025Q1: 35,461 shares; 2025Q2: 117,500 shares; 2025Q3: 444,205 shares; 2025Q4: 587,164 shares 587,164 $28.6M 0.03% +142,959 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,940 shares; 2024Q4: 279,557 shares; 2025Q1: 282,711 shares; 2025Q2: 246,390 shares; 2025Q3: 286,087 shares; 2025Q4: 307,707 shares 307,707 $28.4M 0.03% +21,620 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,838 shares; 2024Q4: 284,828 shares; 2025Q1: 269,678 shares; 2025Q2: 355,574 shares; 2025Q3: 299,016 shares; 2025Q4: 268,639 shares 268,639 $28.4M 0.03% -30,377 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,194 shares; 2024Q4: 50,141 shares; 2025Q1: 59,996 shares; 2025Q2: 63,434 shares; 2025Q3: 78,205 shares; 2025Q4: 80,956 shares 80,956 $28.4M 0.03% +2,751 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: 521,022 shares; 2024Q4: 515,904 shares; 2025Q1: 533,612 shares; 2025Q2: 529,675 shares; 2025Q3: 547,008 shares; 2025Q4: 549,466 shares 549,466 $28.4M 0.03% +2,458 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,098 shares; 2024Q4: 560,322 shares; 2025Q1: 633,796 shares; 2025Q2: 672,221 shares; 2025Q3: 813,442 shares; 2025Q4: 589,331 shares 589,331 $28.3M 0.03% -224,111 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,365 shares; 2024Q4: 1,057,469 shares; 2025Q1: 1,191,474 shares; 2025Q2: 1,236,188 shares; 2025Q3: 1,522,573 shares; 2025Q4: 1,597,409 shares 1,597,409 $28.3M 0.03% +74,836 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: 396,133 shares; 2024Q4: 416,053 shares; 2025Q1: 388,630 shares; 2025Q2: 382,493 shares; 2025Q3: 667,211 shares; 2025Q4: 604,457 shares 604,457 $28.2M 0.03% -62,754 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: 207,188 shares; 2024Q4: 213,260 shares; 2025Q1: 251,855 shares; 2025Q2: 240,863 shares; 2025Q3: 353,062 shares; 2025Q4: 330,905 shares 330,905 $28.1M 0.03% -22,157 Timeline PBUS 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: 51,281 shares; 2024Q4: 60,858 shares; 2025Q1: 90,788 shares; 2025Q2: 192,454 shares; 2025Q3: 308,864 shares; 2025Q4: 410,134 shares 410,134 $28.1M 0.03% +101,270 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162,265 shares; 2024Q4: 1,247,030 shares; 2025Q1: 1,398,691 shares; 2025Q2: 1,353,088 shares; 2025Q3: 1,562,285 shares; 2025Q4: 1,198,512 shares 1,198,512 $28M 0.03% -363,773 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,704 shares; 2024Q4: 282,085 shares; 2025Q1: 249,883 shares; 2025Q2: 213,359 shares; 2025Q3: 250,917 shares; 2025Q4: 260,295 shares 260,295 $27.8M 0.03% +9,378 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,581 shares; 2024Q4: 139,912 shares; 2025Q1: 160,478 shares; 2025Q2: 177,917 shares; 2025Q3: 215,209 shares; 2025Q4: 215,498 shares 215,498 $27.8M 0.03% +289 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,444 shares; 2024Q4: 138,874 shares; 2025Q1: 145,174 shares; 2025Q2: 429,967 shares; 2025Q3: 474,925 shares; 2025Q4: 520,617 shares 520,617 $27.7M 0.03% +45,692 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: not reported; 2024Q4: not reported; 2025Q1: 70,504 shares; 2025Q2: 64,831 shares; 2025Q3: 84,097 shares; 2025Q4: 81,767 shares 81,767 $27.6M 0.03% -2,330 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,071 shares; 2024Q4: 308,100 shares; 2025Q1: 413,419 shares; 2025Q2: 389,373 shares; 2025Q3: 469,936 shares; 2025Q4: 542,596 shares 542,596 $27.6M 0.03% +72,660 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,373 shares; 2024Q4: 135,066 shares; 2025Q1: 186,105 shares; 2025Q2: 175,115 shares; 2025Q3: 250,487 shares; 2025Q4: 274,784 shares 274,784 $27.4M 0.03% +24,297 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,137 shares; 2025Q2: 225,420 shares; 2025Q3: 240,782 shares; 2025Q4: 273,492 shares 273,492 $27.4M 0.03% +32,710 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,625 shares; 2024Q4: 663,405 shares; 2025Q1: 750,607 shares; 2025Q2: 777,501 shares; 2025Q3: 826,069 shares; 2025Q4: 836,196 shares 836,196 $27.4M 0.03% +10,127 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: 62,386 shares; 2024Q4: 77,075 shares; 2025Q1: 91,002 shares; 2025Q2: 107,869 shares; 2025Q3: 130,385 shares; 2025Q4: 123,784 shares 123,784 $27.2M 0.03% -6,601 Timeline BBIN 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: 103,858 shares; 2024Q4: 173,352 shares; 2025Q1: 305,563 shares; 2025Q2: 388,804 shares; 2025Q3: 342,363 shares; 2025Q4: 375,405 shares 375,405 $27.1M 0.03% +33,042 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: 269,246 shares; 2024Q4: 116,795 shares; 2025Q1: 236,350 shares; 2025Q2: 139,406 shares; 2025Q3: 199,428 shares; 2025Q4: 269,355 shares 269,355 $27M 0.03% +69,927 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: 209,494 shares; 2024Q4: 205,829 shares; 2025Q1: 169,660 shares; 2025Q2: 152,575 shares; 2025Q3: 171,844 shares; 2025Q4: 214,010 shares 214,010 $26.9M 0.03% +42,166 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: 611,992 shares; 2024Q4: 513,526 shares; 2025Q1: 525,769 shares; 2025Q2: 545,541 shares; 2025Q3: 648,621 shares; 2025Q4: 694,661 shares 694,661 $26.9M 0.03% +46,040 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,939 shares; 2024Q4: 777,242 shares; 2025Q1: 729,613 shares; 2025Q2: 697,499 shares; 2025Q3: 787,077 shares; 2025Q4: 752,530 shares 752,530 $26.8M 0.03% -34,547 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,433 shares; 2024Q4: 309,425 shares; 2025Q1: 263,825 shares; 2025Q2: 267,732 shares; 2025Q3: 286,998 shares; 2025Q4: 282,069 shares 282,069 $26.7M 0.03% -4,929 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: 220,819 shares; 2024Q4: 217,798 shares; 2025Q1: 224,022 shares; 2025Q2: 154,333 shares; 2025Q3: 175,333 shares; 2025Q4: 137,818 shares 137,818 $26.7M 0.03% -37,515 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: 776,301 shares; 2024Q4: 703,388 shares; 2025Q1: 759,763 shares; 2025Q2: 692,836 shares; 2025Q3: 891,541 shares; 2025Q4: 911,216 shares 911,216 $26.7M 0.03% +19,675 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,110 shares; 2024Q4: 211,544 shares; 2025Q1: 893,503 shares; 2025Q2: 1,372,257 shares; 2025Q3: 1,650,907 shares; 2025Q4: 3,178,511 shares 3,178,511 $26.7M 0.03% +1,527,604 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,933 shares; 2024Q4: 240,203 shares; 2025Q1: 375,075 shares; 2025Q2: 407,073 shares; 2025Q3: 570,405 shares; 2025Q4: 604,170 shares 604,170 $26.7M 0.03% +33,765 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,647 shares; 2025Q1: 10,780 shares; 2025Q2: 14,808 shares; 2025Q3: 28,337 shares; 2025Q4: 28,456 shares 28,456 $26.6M 0.03% +119 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: 316,757 shares; 2024Q4: 337,411 shares; 2025Q1: 266,018 shares; 2025Q2: 261,839 shares; 2025Q3: 263,764 shares; 2025Q4: 239,315 shares 239,315 $26.6M 0.03% -24,449 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,464 shares; 2024Q4: 229,150 shares; 2025Q1: 399,064 shares; 2025Q2: 605,862 shares; 2025Q3: 878,127 shares; 2025Q4: 1,167,848 shares 1,167,848 $26.5M 0.03% +289,721 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: 1,774,751 shares; 2024Q4: 1,446,222 shares; 2025Q1: 1,722,869 shares; 2025Q2: 1,627,120 shares; 2025Q3: 1,998,309 shares; 2025Q4: 2,014,804 shares 2,014,804 $26.4M 0.03% +16,495 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189,688 shares; 2024Q4: 1,270,636 shares; 2025Q1: 1,165,864 shares; 2025Q2: 666,978 shares; 2025Q3: 618,007 shares; 2025Q4: 610,791 shares 610,791 $26.2M 0.03% -7,216 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: 28,036 shares; 2024Q4: 29,757 shares; 2025Q1: 27,369 shares; 2025Q2: 32,366 shares; 2025Q3: 37,822 shares; 2025Q4: 42,867 shares 42,867 $26.2M 0.03% +5,045 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,469 shares; 2024Q4: 95,015 shares; 2025Q1: 104,486 shares; 2025Q2: 97,847 shares; 2025Q3: 154,079 shares; 2025Q4: 160,957 shares 160,957 $26.2M 0.03% +6,878 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: 60,623 shares; 2024Q4: 92,520 shares; 2025Q1: 104,188 shares; 2025Q2: 108,347 shares; 2025Q3: 137,330 shares; 2025Q4: 140,844 shares 140,844 $26.1M 0.03% +3,514 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,502 shares; 2025Q2: 200,189 shares; 2025Q3: 230,516 shares; 2025Q4: 266,067 shares 266,067 $26M 0.03% +35,551 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,250 shares; 2024Q4: 283,097 shares; 2025Q1: 277,332 shares; 2025Q2: 291,913 shares; 2025Q3: 415,223 shares; 2025Q4: 482,026 shares 482,026 $25.9M 0.03% +66,803 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,995 shares; 2024Q4: 94,029 shares; 2025Q1: 179,124 shares; 2025Q2: 96,518 shares; 2025Q3: 227,909 shares; 2025Q4: 227,872 shares 227,872 $25.9M 0.03% -37 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,014 shares; 2024Q4: 172,943 shares; 2025Q1: 191,846 shares; 2025Q2: 226,791 shares; 2025Q3: 400,650 shares; 2025Q4: 382,936 shares 382,936 $25.9M 0.03% -17,714 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: 377,817 shares; 2024Q4: 800,303 shares; 2025Q1: 1,097,789 shares; 2025Q2: 1,045,800 shares; 2025Q3: 986,161 shares; 2025Q4: 1,054,472 shares 1,054,472 $25.7M 0.03% +68,311 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 969,869 shares; 2025Q2: 1,037,577 shares; 2025Q3: 1,250,995 shares; 2025Q4: 931,712 shares 931,712 $25.7M 0.03% -319,283 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,936 shares; 2024Q4: 179,376 shares; 2025Q1: 155,782 shares; 2025Q2: 175,023 shares; 2025Q3: 229,886 shares; 2025Q4: 254,118 shares 254,118 $25.6M 0.03% +24,232 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,334 shares; 2024Q4: 106,020 shares; 2025Q1: 221,920 shares; 2025Q2: 405,877 shares; 2025Q3: 495,420 shares; 2025Q4: 551,425 shares 551,425 $25.5M 0.03% +56,005 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: 5,263 shares; 2024Q4: 5,476 shares; 2025Q1: 6,134 shares; 2025Q2: 6,951 shares; 2025Q3: 12,314 shares; 2025Q4: 12,596 shares 12,596 $25.4M 0.03% +282 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: 72,918 shares; 2024Q4: 64,157 shares; 2025Q1: 72,681 shares; 2025Q2: 100,093 shares; 2025Q3: 112,334 shares; 2025Q4: 112,429 shares 112,429 $25.3M 0.03% +95 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,310 shares; 2024Q4: 87,554 shares; 2025Q1: 96,998 shares; 2025Q2: 99,324 shares; 2025Q3: 117,867 shares; 2025Q4: 119,506 shares 119,506 $25.3M 0.03% +1,639 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,354 shares; 2024Q4: 166,383 shares; 2025Q1: 181,165 shares; 2025Q2: 198,865 shares; 2025Q3: 205,294 shares; 2025Q4: 211,294 shares 211,294 $25.3M 0.03% +6,000 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: 102,570 shares; 2024Q4: 85,871 shares; 2025Q1: 91,493 shares; 2025Q2: 89,558 shares; 2025Q3: 115,742 shares; 2025Q4: 121,618 shares 121,618 $25.2M 0.03% +5,876 Timeline FV 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: 430,310 shares; 2024Q4: 523,758 shares; 2025Q1: 529,761 shares; 2025Q2: 541,755 shares; 2025Q3: 494,913 shares; 2025Q4: 399,891 shares 399,891 $25.2M 0.03% -95,022 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,172 shares; 2024Q4: 187,489 shares; 2025Q1: 179,160 shares; 2025Q2: 175,115 shares; 2025Q3: 322,460 shares; 2025Q4: 341,921 shares 341,921 $25.1M 0.03% +19,461 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: 106,169 shares; 2024Q4: 224,519 shares; 2025Q1: 260,496 shares; 2025Q2: 215,321 shares; 2025Q3: 304,054 shares; 2025Q4: 271,337 shares 271,337 $25.1M 0.03% -32,717 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,542 shares; 2024Q4: 137,144 shares; 2025Q1: 130,436 shares; 2025Q2: 157,823 shares; 2025Q3: 361,349 shares; 2025Q4: 388,004 shares 388,004 $25M 0.03% +26,655 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: 55,219 shares; 2024Q4: 75,614 shares; 2025Q1: 121,489 shares; 2025Q2: 147,961 shares; 2025Q3: 229,469 shares; 2025Q4: 193,817 shares 193,817 $25M 0.03% -35,652 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: 35,540 shares; 2024Q4: 37,705 shares; 2025Q1: 68,274 shares; 2025Q2: 54,004 shares; 2025Q3: 102,759 shares; 2025Q4: 110,045 shares 110,045 $24.9M 0.03% +7,286 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,123 shares; 2024Q4: 352,275 shares; 2025Q1: 379,528 shares; 2025Q2: 430,947 shares; 2025Q3: 446,290 shares; 2025Q4: 414,299 shares 414,299 $24.9M 0.03% -31,991 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,196 shares; 2024Q4: 92,457 shares; 2025Q1: 95,184 shares; 2025Q2: 89,474 shares; 2025Q3: 106,127 shares; 2025Q4: 110,076 shares 110,076 $24.7M 0.03% +3,949 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: 169,654 shares; 2024Q4: 168,400 shares; 2025Q1: 189,314 shares; 2025Q2: 192,858 shares; 2025Q3: 221,501 shares; 2025Q4: 218,857 shares 218,857 $24.7M 0.03% -2,644 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: 447,754 shares; 2024Q4: 435,699 shares; 2025Q1: 480,070 shares; 2025Q2: 457,674 shares; 2025Q3: 485,946 shares; 2025Q4: 488,275 shares 488,275 $24.7M 0.03% +2,329 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,885 shares; 2024Q4: 125,831 shares; 2025Q1: 126,528 shares; 2025Q2: 147,261 shares; 2025Q3: 179,827 shares; 2025Q4: 178,949 shares 178,949 $24.7M 0.03% -878 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,610 shares; 2024Q4: 169,285 shares; 2025Q1: 170,443 shares; 2025Q2: 169,323 shares; 2025Q3: 197,204 shares; 2025Q4: 195,814 shares 195,814 $24.7M 0.03% -1,390 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: 390,305 shares; 2024Q4: 617,155 shares; 2025Q1: 589,165 shares; 2025Q2: 579,120 shares; 2025Q3: 577,364 shares; 2025Q4: 593,998 shares 593,998 $24.6M 0.03% +16,634 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,852 shares; 2024Q4: 109,730 shares; 2025Q1: 154,934 shares; 2025Q2: 191,383 shares; 2025Q3: 224,472 shares; 2025Q4: 255,008 shares 255,008 $24.5M 0.03% +30,536 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,691 shares; 2024Q4: 60,603 shares; 2025Q1: 100,412 shares; 2025Q2: 152,532 shares; 2025Q3: 203,778 shares; 2025Q4: 485,302 shares 485,302 $24.4M 0.03% +281,524 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,205 shares; 2024Q4: 286,666 shares; 2025Q1: 273,958 shares; 2025Q2: 260,396 shares; 2025Q3: 312,485 shares; 2025Q4: 298,673 shares 298,673 $24.3M 0.03% -13,812 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,905 shares; 2025Q2: 55,663 shares; 2025Q3: 83,749 shares; 2025Q4: 83,729 shares 83,729 $24.3M 0.03% -20 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,002 shares; 2024Q4: 120,381 shares; 2025Q1: 123,018 shares; 2025Q2: 57,432 shares; 2025Q3: 168,013 shares; 2025Q4: 171,777 shares 171,777 $24.2M 0.03% +3,764 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,984 shares; 2024Q4: 29,171 shares; 2025Q1: 32,168 shares; 2025Q2: 32,379 shares; 2025Q3: 57,104 shares; 2025Q4: 51,932 shares 51,932 $24.2M 0.03% -5,172 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: 150,777 shares; 2024Q4: 147,466 shares; 2025Q1: 155,135 shares; 2025Q2: 137,114 shares; 2025Q3: 217,638 shares; 2025Q4: 229,473 shares 229,473 $24.2M 0.03% +11,835 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,282 shares; 2024Q4: 67,686 shares; 2025Q1: 344,708 shares; 2025Q2: 43,862 shares; 2025Q3: 52,638 shares; 2025Q4: 263,019 shares 263,019 $24.2M 0.03% +210,381 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: not reported; 2024Q4: 11,187 shares; 2025Q1: 155,245 shares; 2025Q2: 204,172 shares; 2025Q3: 413,616 shares; 2025Q4: 792,326 shares 792,326 $24.2M 0.03% +378,710 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: 156,053 shares; 2024Q4: 135,923 shares; 2025Q1: 156,262 shares; 2025Q2: 155,409 shares; 2025Q3: 201,800 shares; 2025Q4: 305,100 shares 305,100 $24.1M 0.03% +103,300 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: 31,504 shares; 2024Q4: 90,309 shares; 2025Q1: 132,209 shares; 2025Q2: 135,400 shares; 2025Q3: 246,300 shares; 2025Q4: 314,521 shares 314,521 $24M 0.03% +68,221 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,302 shares; 2024Q4: 176,004 shares; 2025Q1: 158,197 shares; 2025Q2: 196,778 shares; 2025Q3: 553,422 shares; 2025Q4: 574,516 shares 574,516 $24M 0.03% +21,094 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: 439,244 shares; 2024Q4: 457,277 shares; 2025Q1: 460,861 shares; 2025Q2: 408,851 shares; 2025Q3: 566,239 shares; 2025Q4: 580,336 shares 580,336 $23.8M 0.03% +14,097 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,865 shares; 2024Q4: 255,663 shares; 2025Q1: 289,001 shares; 2025Q2: 303,697 shares; 2025Q3: 323,886 shares; 2025Q4: 321,364 shares 321,364 $23.8M 0.03% -2,522 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,162 shares; 2025Q1: 4,312 shares; 2025Q2: 4,377 shares; 2025Q3: 7,062 shares; 2025Q4: 7,013 shares 7,013 $23.8M 0.03% -49 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,158 shares; 2024Q4: 231,531 shares; 2025Q1: 203,737 shares; 2025Q2: 154,692 shares; 2025Q3: 200,981 shares; 2025Q4: 239,386 shares 239,386 $23.6M 0.03% +38,405 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,931 shares; 2024Q4: 202,175 shares; 2025Q1: 276,977 shares; 2025Q2: 311,729 shares; 2025Q3: 344,106 shares; 2025Q4: 377,306 shares 377,306 $23.6M 0.03% +33,200 Timeline JHCB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,625 shares; 2025Q4: 1,089,136 shares 1,089,136 $23.4M 0.03% +1,021,511 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,829 shares; 2025Q3: 13,382 shares; 2025Q4: 876,857 shares 876,857 $23.4M 0.03% +863,475 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,527 shares; 2024Q4: 66,111 shares; 2025Q1: 75,679 shares; 2025Q2: 77,753 shares; 2025Q3: 106,425 shares; 2025Q4: 90,383 shares 90,383 $23.4M 0.03% -16,042 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,959 shares; 2024Q4: 224,208 shares; 2025Q1: 259,504 shares; 2025Q2: 253,161 shares; 2025Q3: 272,614 shares; 2025Q4: 593,636 shares 593,636 $23.4M 0.03% +321,022 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: 64,198 shares; 2024Q4: 72,771 shares; 2025Q1: 80,629 shares; 2025Q2: 83,699 shares; 2025Q3: 96,568 shares; 2025Q4: 113,700 shares 113,700 $23.3M 0.03% +17,132 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,681 shares; 2024Q4: 59,216 shares; 2025Q1: 61,133 shares; 2025Q2: 62,751 shares; 2025Q3: 107,665 shares; 2025Q4: 111,822 shares 111,822 $23.3M 0.03% +4,157 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: 63,489 shares; 2024Q4: 211,071 shares; 2025Q1: 160,388 shares; 2025Q2: 254,647 shares; 2025Q3: 315,489 shares; 2025Q4: 447,457 shares 447,457 $23.2M 0.03% +131,968 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,286 shares; 2024Q4: 359,807 shares; 2025Q1: 355,245 shares; 2025Q2: 404,772 shares; 2025Q3: 506,873 shares; 2025Q4: 492,027 shares 492,027 $23.1M 0.03% -14,846 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 5,799 shares; 2025Q1: not reported; 2025Q2: 4,244 shares; 2025Q3: 5,648 shares; 2025Q4: 257,588 shares 257,588 $23.1M 0.03% +251,940 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,152 shares; 2024Q4: 83,731 shares; 2025Q1: 69,391 shares; 2025Q2: 55,601 shares; 2025Q3: 56,929 shares; 2025Q4: 58,684 shares 58,684 $23.1M 0.03% +1,755 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: 133,386 shares; 2024Q4: 140,219 shares; 2025Q1: 397,589 shares; 2025Q2: 414,325 shares; 2025Q3: 523,083 shares; 2025Q4: 487,045 shares 487,045 $23.1M 0.03% -36,038 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,846 shares; 2024Q4: 19,714 shares; 2025Q1: 20,839 shares; 2025Q2: 17,058 shares; 2025Q3: 269,438 shares; 2025Q4: 280,330 shares 280,330 $23.1M 0.03% +10,892 Timeline IGEB 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: 567,005 shares; 2024Q4: 159,975 shares; 2025Q1: 152,333 shares; 2025Q2: 243,872 shares; 2025Q3: 450,061 shares; 2025Q4: 505,292 shares 505,292 $23.1M 0.03% +55,231 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: 76,717 shares; 2024Q4: 86,199 shares; 2025Q1: 93,080 shares; 2025Q2: 99,030 shares; 2025Q3: 217,084 shares; 2025Q4: 279,537 shares 279,537 $23.1M 0.03% +62,453 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,636 shares; 2024Q4: 64,262 shares; 2025Q1: 66,951 shares; 2025Q2: 68,049 shares; 2025Q3: 76,685 shares; 2025Q4: 77,728 shares 77,728 $23M 0.03% +1,043 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: 280,322 shares; 2024Q4: 591,037 shares; 2025Q1: 604,190 shares; 2025Q2: 640,429 shares; 2025Q3: 802,764 shares; 2025Q4: 915,996 shares 915,996 $23M 0.03% +113,232 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,184 shares; 2024Q4: 114,610 shares; 2025Q1: 118,019 shares; 2025Q2: 132,577 shares; 2025Q3: 149,095 shares; 2025Q4: 140,557 shares 140,557 $22.9M 0.03% -8,538 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: 307,239 shares; 2024Q4: 325,591 shares; 2025Q1: 426,651 shares; 2025Q2: 443,208 shares; 2025Q3: 484,314 shares; 2025Q4: 478,608 shares 478,608 $22.9M 0.03% -5,706 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,153 shares; 2024Q4: 56,986 shares; 2025Q1: 66,804 shares; 2025Q2: 64,239 shares; 2025Q3: 78,252 shares; 2025Q4: 79,229 shares 79,229 $22.9M 0.03% +977 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 382,793 shares; 2025Q3: 729,807 shares; 2025Q4: 782,121 shares 782,121 $22.8M 0.02% +52,314 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,332 shares; 2024Q4: 407,245 shares; 2025Q1: 447,236 shares; 2025Q2: 429,456 shares; 2025Q3: 593,566 shares; 2025Q4: 629,238 shares 629,238 $22.8M 0.02% +35,672 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: 228,938 shares; 2024Q4: 195,444 shares; 2025Q1: 201,850 shares; 2025Q2: 250,803 shares; 2025Q3: 313,615 shares; 2025Q4: 357,187 shares 357,187 $22.8M 0.02% +43,572 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: 272,338 shares; 2024Q4: 262,599 shares; 2025Q1: 286,547 shares; 2025Q2: 368,456 shares; 2025Q3: 480,182 shares; 2025Q4: 462,441 shares 462,441 $22.7M 0.02% -17,741 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 23 shares; 2025Q3: 27 shares; 2025Q4: 30 shares 30 $22.6M 0.02% +3 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,773 shares; 2024Q4: 23,009 shares; 2025Q1: 22,510 shares; 2025Q2: 33,469 shares; 2025Q3: 38,918 shares; 2025Q4: 39,680 shares 39,680 $22.5M 0.02% +762 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,770 shares; 2024Q4: 253,479 shares; 2025Q1: 286,043 shares; 2025Q2: 277,660 shares; 2025Q3: 354,722 shares; 2025Q4: 349,914 shares 349,914 $22.5M 0.02% -4,808 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,454 shares; 2024Q4: 506,074 shares; 2025Q1: 530,052 shares; 2025Q2: 523,940 shares; 2025Q3: 528,023 shares; 2025Q4: 548,620 shares 548,620 $22.4M 0.02% +20,597 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,066 shares; 2024Q4: 31,145 shares; 2025Q1: 31,501 shares; 2025Q2: 41,695 shares; 2025Q3: 396,963 shares; 2025Q4: 404,010 shares 404,010 $22.4M 0.02% +7,047 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,978 shares; 2024Q4: 120,776 shares; 2025Q1: 151,900 shares; 2025Q2: 152,807 shares; 2025Q3: 210,632 shares; 2025Q4: 208,368 shares 208,368 $22.4M 0.02% -2,264 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,871 shares; 2024Q4: 33,877 shares; 2025Q1: 40,196 shares; 2025Q2: 41,630 shares; 2025Q3: 64,466 shares; 2025Q4: 81,606 shares 81,606 $22.3M 0.02% +17,140 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,592 shares; 2025Q2: 67,303 shares; 2025Q3: 74,628 shares; 2025Q4: 82,576 shares 82,576 $22.2M 0.02% +7,948 Timeline XBIL 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: 108,838 shares; 2024Q4: 106,172 shares; 2025Q1: 208,656 shares; 2025Q2: 27,953 shares; 2025Q3: 238,287 shares; 2025Q4: 443,672 shares 443,672 $22.2M 0.02% +205,385 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: 27,530 shares; 2024Q4: 28,548 shares; 2025Q1: 34,734 shares; 2025Q2: 43,346 shares; 2025Q3: 48,094 shares; 2025Q4: 47,284 shares 47,284 $22.2M 0.02% -810 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,926 shares; 2024Q4: 263,965 shares; 2025Q1: 260,381 shares; 2025Q2: 181,753 shares; 2025Q3: 204,988 shares; 2025Q4: 226,667 shares 226,667 $22M 0.02% +21,679 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,072 shares; 2024Q4: 316,907 shares; 2025Q1: 260,360 shares; 2025Q2: 461,221 shares; 2025Q3: 511,903 shares; 2025Q4: 827,695 shares 827,695 $22M 0.02% +315,792 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,105 shares; 2024Q4: 140,829 shares; 2025Q1: 144,156 shares; 2025Q2: 149,707 shares; 2025Q3: 184,182 shares; 2025Q4: 195,028 shares 195,028 $21.9M 0.02% +10,846 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,655 shares; 2024Q4: 171,417 shares; 2025Q1: 159,746 shares; 2025Q2: 147,926 shares; 2025Q3: 219,569 shares; 2025Q4: 219,660 shares 219,660 $21.9M 0.02% +91 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,113 shares; 2024Q4: 63,548 shares; 2025Q1: 63,304 shares; 2025Q2: 81,936 shares; 2025Q3: 85,755 shares; 2025Q4: 371,378 shares 371,378 $21.8M 0.02% +285,623 Timeline CMF 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: 199,225 shares; 2024Q4: 220,407 shares; 2025Q1: 232,961 shares; 2025Q2: 219,757 shares; 2025Q3: 317,739 shares; 2025Q4: 378,057 shares 378,057 $21.7M 0.02% +60,318 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,252 shares; 2024Q4: 593,512 shares; 2025Q1: 646,028 shares; 2025Q2: 757,729 shares; 2025Q3: 884,962 shares; 2025Q4: 921,972 shares 921,972 $21.6M 0.02% +37,010 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,305 shares; 2024Q4: 137,029 shares; 2025Q1: 153,453 shares; 2025Q2: 192,699 shares; 2025Q3: 152,039 shares; 2025Q4: 214,999 shares 214,999 $21.5M 0.02% +62,960 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,812 shares; 2024Q4: 319,934 shares; 2025Q1: 318,979 shares; 2025Q2: 313,673 shares; 2025Q3: 366,232 shares; 2025Q4: 376,996 shares 376,996 $21.5M 0.02% +10,764 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,489 shares; 2024Q4: 175,381 shares; 2025Q1: 200,589 shares; 2025Q2: 290,114 shares; 2025Q3: 357,295 shares; 2025Q4: 378,856 shares 378,856 $21.5M 0.02% +21,561 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: 185,184 shares; 2024Q4: 189,333 shares; 2025Q1: 220,540 shares; 2025Q2: 225,662 shares; 2025Q3: 272,222 shares; 2025Q4: 270,936 shares 270,936 $21.4M 0.02% -1,286 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,997 shares; 2024Q4: 20,596 shares; 2025Q1: 23,513 shares; 2025Q2: 26,209 shares; 2025Q3: 38,012 shares; 2025Q4: 36,811 shares 36,811 $21.4M 0.02% -1,201 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: 86,547 shares; 2024Q4: 71,350 shares; 2025Q1: 76,391 shares; 2025Q2: 78,035 shares; 2025Q3: 112,492 shares; 2025Q4: 117,463 shares 117,463 $21.4M 0.02% +4,971 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,940 shares; 2024Q4: 155,616 shares; 2025Q1: 178,087 shares; 2025Q2: 172,136 shares; 2025Q3: 261,720 shares; 2025Q4: 268,826 shares 268,826 $21.4M 0.02% +7,106 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: 103,700 shares; 2024Q4: 115,960 shares; 2025Q1: 126,912 shares; 2025Q2: 142,165 shares; 2025Q3: 563,825 shares; 2025Q4: 563,502 shares 563,502 $21.3M 0.02% -323 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: 129,793 shares; 2024Q4: 129,429 shares; 2025Q1: 131,034 shares; 2025Q2: 137,937 shares; 2025Q3: 187,186 shares; 2025Q4: 263,105 shares 263,105 $21.2M 0.02% +75,919 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,506 shares; 2024Q4: 66,353 shares; 2025Q1: 78,838 shares; 2025Q2: 83,538 shares; 2025Q3: 114,838 shares; 2025Q4: 109,152 shares 109,152 $21.2M 0.02% -5,686 Timeline JMHI 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: 82,714 shares; 2024Q4: 187,365 shares; 2025Q1: 240,066 shares; 2025Q2: 277,619 shares; 2025Q3: 345,019 shares; 2025Q4: 421,177 shares 421,177 $21.2M 0.02% +76,158 Timeline HYDW 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: 330,335 shares; 2024Q4: 370,925 shares; 2025Q1: 397,555 shares; 2025Q2: 410,213 shares; 2025Q3: 440,714 shares; 2025Q4: 447,945 shares 447,945 $21.1M 0.02% +7,231 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,145 shares; 2025Q2: 77,065 shares; 2025Q3: 344,700 shares; 2025Q4: 611,626 shares 611,626 $21.1M 0.02% +266,926 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322,621 shares 322,621 $21.1M 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,946 shares; 2024Q4: 124,343 shares; 2025Q1: 133,513 shares; 2025Q2: 132,412 shares; 2025Q3: 206,694 shares; 2025Q4: 194,206 shares 194,206 $21.1M 0.02% -12,488 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,494 shares; 2024Q4: 226,322 shares; 2025Q1: 223,022 shares; 2025Q2: 256,842 shares; 2025Q3: 399,269 shares; 2025Q4: 409,517 shares 409,517 $20.9M 0.02% +10,248 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: 16,102 shares; 2024Q4: 15,395 shares; 2025Q1: 15,633 shares; 2025Q2: 16,121 shares; 2025Q3: 20,732 shares; 2025Q4: 20,720 shares 20,720 $20.9M 0.02% -12 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: 428,690 shares; 2024Q4: 523,458 shares; 2025Q1: 373,818 shares; 2025Q2: 362,103 shares; 2025Q3: 392,716 shares; 2025Q4: 447,732 shares 447,732 $20.9M 0.02% +55,016 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,403 shares; 2024Q4: 103,548 shares; 2025Q1: 118,632 shares; 2025Q2: 143,390 shares; 2025Q3: 275,218 shares; 2025Q4: 392,858 shares 392,858 $20.6M 0.02% +117,640 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,035 shares; 2024Q4: 65,720 shares; 2025Q1: 64,777 shares; 2025Q2: 64,964 shares; 2025Q3: 76,839 shares; 2025Q4: 78,563 shares 78,563 $20.6M 0.02% +1,724 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,080 shares; 2024Q4: 153,035 shares; 2025Q1: 168,743 shares; 2025Q2: 169,452 shares; 2025Q3: 254,352 shares; 2025Q4: 248,597 shares 248,597 $20.6M 0.02% -5,755 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: 124,619 shares; 2024Q4: 125,226 shares; 2025Q1: 144,014 shares; 2025Q2: 148,363 shares; 2025Q3: 250,531 shares; 2025Q4: 256,687 shares 256,687 $20.6M 0.02% +6,156 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,993 shares; 2024Q4: 49,214 shares; 2025Q1: 137,614 shares; 2025Q2: 157,438 shares; 2025Q3: 203,476 shares; 2025Q4: 260,652 shares 260,652 $20.6M 0.02% +57,176 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,030 shares; 2024Q4: 36,595 shares; 2025Q1: 38,275 shares; 2025Q2: 36,719 shares; 2025Q3: 39,767 shares; 2025Q4: 41,691 shares 41,691 $20.4M 0.02% +1,924 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: 514,301 shares; 2024Q4: 413,694 shares; 2025Q1: 398,007 shares; 2025Q2: 393,444 shares; 2025Q3: 398,888 shares; 2025Q4: 409,700 shares 409,700 $20.4M 0.02% +10,812 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: 130,777 shares; 2024Q4: 130,433 shares; 2025Q1: 175,509 shares; 2025Q2: 195,253 shares; 2025Q3: 235,031 shares; 2025Q4: 229,634 shares 229,634 $20.3M 0.02% -5,397 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,737 shares; 2024Q4: 728,485 shares; 2025Q1: 953,135 shares; 2025Q2: 1,072,979 shares; 2025Q3: 590,552 shares; 2025Q4: 1,071,447 shares 1,071,447 $20.3M 0.02% +480,895 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,169 shares; 2024Q4: 248,992 shares; 2025Q1: 259,602 shares; 2025Q2: 300,387 shares; 2025Q3: 331,491 shares; 2025Q4: 325,151 shares 325,151 $20.2M 0.02% -6,340 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,303 shares; 2024Q4: 383,811 shares; 2025Q1: 281,120 shares; 2025Q2: 210,123 shares; 2025Q3: 255,923 shares; 2025Q4: 262,659 shares 262,659 $20.2M 0.02% +6,736 Timeline SCHB 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: 171,156 shares; 2024Q4: 560,605 shares; 2025Q1: 587,930 shares; 2025Q2: 635,212 shares; 2025Q3: 755,916 shares; 2025Q4: 768,449 shares 768,449 $20.2M 0.02% +12,533 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: 308,353 shares 308,353 $20.1M 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,601 shares; 2024Q4: 64,094 shares; 2025Q1: 72,087 shares; 2025Q2: 73,405 shares; 2025Q3: 80,988 shares; 2025Q4: 73,034 shares 73,034 $20.1M 0.02% -7,954 Timeline FTSL 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: 287,715 shares; 2024Q4: 265,088 shares; 2025Q1: 424,613 shares; 2025Q2: 376,411 shares; 2025Q3: 329,012 shares; 2025Q4: 437,181 shares 437,181 $20.1M 0.02% +108,169 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,253 shares; 2024Q4: 70,380 shares; 2025Q1: 76,544 shares; 2025Q2: 74,491 shares; 2025Q3: 110,785 shares; 2025Q4: 123,559 shares 123,559 $20M 0.02% +12,774 Timeline JMST 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: 179,548 shares; 2024Q4: 146,609 shares; 2025Q1: 249,764 shares; 2025Q2: 213,902 shares; 2025Q3: 269,661 shares; 2025Q4: 392,805 shares 392,805 $20M 0.02% +123,144 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,839 shares; 2024Q4: 405,452 shares; 2025Q1: 430,806 shares; 2025Q2: 521,593 shares; 2025Q3: 583,607 shares; 2025Q4: 788,209 shares 788,209 $20M 0.02% +204,602 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,391 shares; 2024Q4: 148,726 shares; 2025Q1: 154,330 shares; 2025Q2: 157,722 shares; 2025Q3: 153,649 shares; 2025Q4: 163,181 shares 163,181 $19.9M 0.02% +9,532 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: 113,759 shares; 2024Q4: 113,170 shares; 2025Q1: 150,096 shares; 2025Q2: 106,394 shares; 2025Q3: 158,549 shares; 2025Q4: 135,354 shares 135,354 $19.8M 0.02% -23,195 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,048 shares; 2024Q4: 65,305 shares; 2025Q1: 62,921 shares; 2025Q2: 61,454 shares; 2025Q3: 60,648 shares; 2025Q4: 117,536 shares 117,536 $19.8M 0.02% +56,888 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252,676 shares; 2025Q4: 385,178 shares 385,178 $19.7M 0.02% +132,502 Timeline JHML 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: 17,240 shares; 2024Q4: 18,194 shares; 2025Q1: 16,193 shares; 2025Q2: 17,014 shares; 2025Q3: 228,389 shares; 2025Q4: 247,217 shares 247,217 $19.7M 0.02% +18,828 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,145 shares; 2024Q4: 48,009 shares; 2025Q1: 43,944 shares; 2025Q2: 45,275 shares; 2025Q3: 197,200 shares; 2025Q4: 208,351 shares 208,351 $19.7M 0.02% +11,151 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,846 shares; 2024Q4: 275,938 shares; 2025Q1: 108,923 shares; 2025Q2: 340,663 shares; 2025Q3: 412,385 shares; 2025Q4: 381,335 shares 381,335 $19.7M 0.02% -31,050 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,074 shares; 2024Q4: 184,243 shares; 2025Q1: 180,316 shares; 2025Q2: 181,928 shares; 2025Q3: 280,361 shares; 2025Q4: 237,483 shares 237,483 $19.6M 0.02% -42,878 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 23,635 shares; 2025Q1: 25,586 shares; 2025Q2: 33,543 shares; 2025Q3: 136,122 shares; 2025Q4: 628,370 shares 628,370 $19.5M 0.02% +492,248 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,010 shares; 2024Q4: 71,946 shares; 2025Q1: 68,115 shares; 2025Q2: 71,225 shares; 2025Q3: 85,220 shares; 2025Q4: 84,390 shares 84,390 $19.4M 0.02% -830 Timeline IYF 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: 131,395 shares; 2024Q4: 167,944 shares; 2025Q1: 136,967 shares; 2025Q2: 162,049 shares; 2025Q3: 160,767 shares; 2025Q4: 149,204 shares 149,204 $19.2M 0.02% -11,563 Timeline TOTL 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: 363,382 shares; 2024Q4: 376,061 shares; 2025Q1: 375,650 shares; 2025Q2: 374,053 shares; 2025Q3: 431,724 shares; 2025Q4: 476,648 shares 476,648 $19.2M 0.02% +44,924 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,259 shares; 2024Q4: 301,113 shares; 2025Q1: 348,584 shares; 2025Q2: 372,072 shares; 2025Q3: 365,073 shares; 2025Q4: 374,354 shares 374,354 $19.2M 0.02% +9,281 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,495 shares; 2024Q4: 173,854 shares; 2025Q1: 192,699 shares; 2025Q2: 207,033 shares; 2025Q3: 308,454 shares; 2025Q4: 326,912 shares 326,912 $19.2M 0.02% +18,458 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,789 shares; 2025Q2: 197,849 shares; 2025Q3: 453,179 shares; 2025Q4: 544,539 shares 544,539 $19.1M 0.02% +91,360 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,167 shares; 2024Q4: 61,937 shares; 2025Q1: 73,566 shares; 2025Q2: 69,359 shares; 2025Q3: 73,090 shares; 2025Q4: 68,495 shares 68,495 $19.1M 0.02% -4,595 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,615 shares; 2024Q4: 325,493 shares; 2025Q1: 322,373 shares; 2025Q2: 340,230 shares; 2025Q3: 490,396 shares; 2025Q4: 469,181 shares 469,181 $19.1M 0.02% -21,215 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: 64,497 shares; 2024Q4: 66,165 shares; 2025Q1: 73,638 shares; 2025Q2: 112,460 shares; 2025Q3: 148,394 shares; 2025Q4: 140,174 shares 140,174 $19M 0.02% -8,220 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,562 shares; 2025Q1: 25,274 shares; 2025Q2: 50,136 shares; 2025Q3: 164,621 shares; 2025Q4: 235,941 shares 235,941 $18.9M 0.02% +71,320 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 23,370 shares; 2025Q1: 38,523 shares; 2025Q2: 93,222 shares; 2025Q3: 150,421 shares; 2025Q4: 172,178 shares 172,178 $18.9M 0.02% +21,757 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 2,724 shares; 2025Q1: 75,763 shares; 2025Q2: 168,957 shares; 2025Q3: 175,275 shares; 2025Q4: 187,165 shares 187,165 $18.9M 0.02% +11,890 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,401 shares; 2024Q4: 311,315 shares; 2025Q1: 355,399 shares; 2025Q2: 173,466 shares; 2025Q3: 413,348 shares; 2025Q4: 355,713 shares 355,713 $18.8M 0.02% -57,635 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,536 shares; 2024Q4: 925,051 shares; 2025Q1: 969,138 shares; 2025Q2: 998,576 shares; 2025Q3: 1,315,651 shares; 2025Q4: 1,266,842 shares 1,266,842 $18.8M 0.02% -48,809 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,686 shares; 2024Q4: 125,716 shares; 2025Q1: 132,098 shares; 2025Q2: 136,472 shares; 2025Q3: 161,434 shares; 2025Q4: 146,801 shares 146,801 $18.7M 0.02% -14,633 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 471,786 shares; 2025Q4: 614,485 shares 614,485 $18.7M 0.02% +142,699 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: 52,019 shares; 2024Q4: 46,001 shares; 2025Q1: 47,459 shares; 2025Q2: 47,409 shares; 2025Q3: 60,486 shares; 2025Q4: 59,725 shares 59,725 $18.7M 0.02% -761 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,073 shares; 2024Q4: 76,594 shares; 2025Q1: 77,370 shares; 2025Q2: 76,126 shares; 2025Q3: 85,417 shares; 2025Q4: 83,508 shares 83,508 $18.6M 0.02% -1,909 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: 158,910 shares; 2024Q4: 133,910 shares; 2025Q1: 134,251 shares; 2025Q2: 126,249 shares; 2025Q3: 157,561 shares; 2025Q4: 151,490 shares 151,490 $18.6M 0.02% -6,071 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,016 shares; 2024Q4: 243,423 shares; 2025Q1: 210,516 shares; 2025Q2: 253,826 shares; 2025Q3: 384,126 shares; 2025Q4: 443,914 shares 443,914 $18.6M 0.02% +59,788 Timeline CGIC 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: not reported; 2024Q4: not reported; 2025Q1: 13,754 shares; 2025Q2: 77,409 shares; 2025Q3: 160,918 shares; 2025Q4: 572,235 shares 572,235 $18.6M 0.02% +411,317 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,873 shares; 2024Q4: 117,328 shares; 2025Q1: 164,881 shares; 2025Q2: 177,883 shares; 2025Q3: 234,009 shares; 2025Q4: 257,168 shares 257,168 $18.6M 0.02% +23,159 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,094 shares; 2024Q4: 653,023 shares; 2025Q1: 459,605 shares; 2025Q2: 509,963 shares; 2025Q3: 503,316 shares; 2025Q4: 434,636 shares 434,636 $18.6M 0.02% -68,680 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,130 shares; 2025Q1: 262,582 shares; 2025Q2: 449,832 shares; 2025Q3: 526,391 shares; 2025Q4: 586,133 shares 586,133 $18.6M 0.02% +59,742 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: 44,214 shares; 2024Q4: 44,764 shares; 2025Q1: 48,685 shares; 2025Q2: 46,346 shares; 2025Q3: 52,224 shares; 2025Q4: 53,639 shares 53,639 $18.5M 0.02% +1,415 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: 44,531 shares; 2024Q4: 46,601 shares; 2025Q1: 46,718 shares; 2025Q2: 48,700 shares; 2025Q3: 65,394 shares; 2025Q4: 71,200 shares 71,200 $18.5M 0.02% +5,806 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 326,325 shares; 2025Q1: 377,767 shares; 2025Q2: 410,680 shares; 2025Q3: 558,323 shares; 2025Q4: 701,012 shares 701,012 $18.5M 0.02% +142,689 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,321 shares; 2025Q3: 151,133 shares; 2025Q4: 257,745 shares 257,745 $18.5M 0.02% +106,612 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: 20,249 shares; 2024Q4: 32,229 shares; 2025Q1: 38,117 shares; 2025Q2: 50,489 shares; 2025Q3: 49,998 shares; 2025Q4: 54,198 shares 54,198 $18.4M 0.02% +4,200 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: 64,485 shares; 2024Q4: 71,302 shares; 2025Q1: 92,592 shares; 2025Q2: 96,881 shares; 2025Q3: 112,661 shares; 2025Q4: 115,651 shares 115,651 $18.4M 0.02% +2,990 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,754 shares; 2024Q4: 149,602 shares; 2025Q1: 159,055 shares; 2025Q2: 513,384 shares; 2025Q3: 556,525 shares; 2025Q4: 521,833 shares 521,833 $18.3M 0.02% -34,692 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770,218 shares; 2024Q4: 2,547,828 shares; 2025Q1: 2,540,845 shares; 2025Q2: 2,508,234 shares; 2025Q3: 4,175,914 shares; 2025Q4: 2,908,952 shares 2,908,952 $18.3M 0.02% -1,266,962 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,157 shares; 2024Q4: 455,252 shares; 2025Q1: 340,067 shares; 2025Q2: 484,491 shares; 2025Q3: 246,375 shares; 2025Q4: 373,788 shares 373,788 $18.3M 0.02% +127,413 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: 316,291 shares; 2024Q4: 313,280 shares; 2025Q1: 342,168 shares; 2025Q2: 153,062 shares; 2025Q3: 388,538 shares; 2025Q4: 327,435 shares 327,435 $18.3M 0.02% -61,103 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: 24,377 shares; 2024Q4: 27,221 shares; 2025Q1: 35,991 shares; 2025Q2: 57,298 shares; 2025Q3: 178,924 shares; 2025Q4: 187,917 shares 187,917 $18.3M 0.02% +8,993 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,686 shares; 2024Q4: 9,320 shares; 2025Q1: 9,496 shares; 2025Q2: 11,294 shares; 2025Q3: 23,871 shares; 2025Q4: 23,818 shares 23,818 $18.2M 0.02% -53 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,331 shares; 2024Q4: 247,241 shares; 2025Q1: 439,307 shares; 2025Q2: 767,499 shares; 2025Q3: 906,750 shares; 2025Q4: 1,194,896 shares 1,194,896 $18.2M 0.02% +288,146 Timeline QQEW 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: 96,449 shares; 2024Q4: 102,425 shares; 2025Q1: 110,051 shares; 2025Q2: 110,063 shares; 2025Q3: 128,327 shares; 2025Q4: 128,149 shares 128,149 $18.2M 0.02% -178 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,177 shares; 2024Q4: 156,752 shares; 2025Q1: 174,847 shares; 2025Q2: 333,892 shares; 2025Q3: 467,578 shares; 2025Q4: 450,611 shares 450,611 $18.1M 0.02% -16,967 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,036 shares; 2024Q4: 86,683 shares; 2025Q1: 110,161 shares; 2025Q2: 170,332 shares; 2025Q3: 216,954 shares; 2025Q4: 248,401 shares 248,401 $18M 0.02% +31,447 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: 275,064 shares 275,064 $18M 0.02% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,112 shares; 2024Q4: 115,527 shares; 2025Q1: 124,242 shares; 2025Q2: 128,210 shares; 2025Q3: 137,270 shares; 2025Q4: 135,694 shares 135,694 $18M 0.02% -1,576 Timeline SKYY 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: 84,687 shares; 2024Q4: 122,596 shares; 2025Q1: 89,129 shares; 2025Q2: 94,458 shares; 2025Q3: 153,478 shares; 2025Q4: 136,150 shares 136,150 $17.7M 0.02% -17,328 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: 370,423 shares; 2024Q4: 358,013 shares; 2025Q1: 380,860 shares; 2025Q2: 384,548 shares; 2025Q3: 510,915 shares; 2025Q4: 509,451 shares 509,451 $17.7M 0.02% -1,464 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: 179,079 shares; 2024Q4: 191,244 shares; 2025Q1: 259,205 shares; 2025Q2: 286,504 shares; 2025Q3: 430,895 shares; 2025Q4: 376,890 shares 376,890 $17.6M 0.02% -54,005 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,011 shares; 2024Q4: 124,327 shares; 2025Q1: 148,986 shares; 2025Q2: 149,234 shares; 2025Q3: 168,925 shares; 2025Q4: 167,943 shares 167,943 $17.6M 0.02% -982 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: 46,616 shares; 2024Q4: 46,774 shares; 2025Q1: 44,217 shares; 2025Q2: 53,940 shares; 2025Q3: 75,932 shares; 2025Q4: 77,374 shares 77,374 $17.6M 0.02% +1,442 Timeline EUSA 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: 16,393 shares; 2024Q4: 16,180 shares; 2025Q1: 17,366 shares; 2025Q2: 17,686 shares; 2025Q3: 18,170 shares; 2025Q4: 170,142 shares 170,142 $17.6M 0.02% +151,972 Timeline MSML 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: 8,554 shares; 2024Q4: 8,540 shares; 2025Q1: 9,039 shares; 2025Q2: 197,039 shares; 2025Q3: 265,444 shares; 2025Q4: 270,042 shares 270,042 $17.6M 0.02% +4,598 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,296 shares; 2024Q4: 520,044 shares; 2025Q1: 538,257 shares; 2025Q2: 581,225 shares; 2025Q3: 600,400 shares; 2025Q4: 668,729 shares 668,729 $17.5M 0.02% +68,329 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: 84,806 shares; 2024Q4: 97,188 shares; 2025Q1: 113,127 shares; 2025Q2: 198,424 shares; 2025Q3: 248,544 shares; 2025Q4: 258,985 shares 258,985 $17.4M 0.02% +10,441 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,470 shares; 2024Q4: 267,447 shares; 2025Q1: 264,942 shares; 2025Q2: 284,846 shares; 2025Q3: 296,712 shares; 2025Q4: 345,252 shares 345,252 $17.4M 0.02% +48,540 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,748 shares; 2024Q4: 52,902 shares; 2025Q1: 55,255 shares; 2025Q2: 59,733 shares; 2025Q3: 193,161 shares; 2025Q4: 183,832 shares 183,832 $17.3M 0.02% -9,329 Timeline MSTB 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: 411,763 shares; 2024Q4: 409,378 shares; 2025Q1: 405,792 shares; 2025Q2: 405,828 shares; 2025Q3: 410,284 shares; 2025Q4: 433,743 shares 433,743 $17.3M 0.02% +23,459 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 25,803 shares; 2025Q1: 34,260 shares; 2025Q2: 40,574 shares; 2025Q3: 67,407 shares; 2025Q4: 58,401 shares 58,401 $17.3M 0.02% -9,006 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,744 shares; 2024Q4: 286,196 shares; 2025Q1: 293,736 shares; 2025Q2: 223,326 shares; 2025Q3: 360,316 shares; 2025Q4: 401,411 shares 401,411 $17.1M 0.02% +41,095 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: 360,293 shares; 2024Q4: 358,110 shares; 2025Q1: 359,294 shares; 2025Q2: 374,478 shares; 2025Q3: 415,021 shares; 2025Q4: 371,611 shares 371,611 $17M 0.02% -43,410 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 17,994 shares; 2025Q1: 19,420 shares; 2025Q2: 20,643 shares; 2025Q3: 22,434 shares; 2025Q4: 24,854 shares 24,854 $16.8M 0.02% +2,420 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: 208,403 shares; 2024Q4: 206,618 shares; 2025Q1: 229,684 shares; 2025Q2: 229,588 shares; 2025Q3: 326,929 shares; 2025Q4: 379,777 shares 379,777 $16.8M 0.02% +52,848 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,130 shares; 2024Q4: 220,490 shares; 2025Q1: 289,995 shares; 2025Q2: 285,047 shares; 2025Q3: 340,906 shares; 2025Q4: 366,128 shares 366,128 $16.7M 0.02% +25,222 Timeline PSCW 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: 57,942 shares; 2024Q4: 27,973 shares; 2025Q1: 546,065 shares; 2025Q2: 587,142 shares; 2025Q3: 618,494 shares; 2025Q4: 598,361 shares 598,361 $16.7M 0.02% -20,133 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,774 shares; 2024Q4: 290,894 shares; 2025Q1: 302,101 shares; 2025Q2: 314,272 shares; 2025Q3: 496,264 shares; 2025Q4: 435,126 shares 435,126 $16.7M 0.02% -61,138 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,802 shares; 2024Q4: 378,356 shares; 2025Q1: 421,312 shares; 2025Q2: 477,264 shares; 2025Q3: 504,393 shares; 2025Q4: 558,381 shares 558,381 $16.7M 0.02% +53,988 Timeline JGLO 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: 128,989 shares; 2024Q4: 155,647 shares; 2025Q1: 204,139 shares; 2025Q2: 230,949 shares; 2025Q3: 223,742 shares; 2025Q4: 245,392 shares 245,392 $16.6M 0.02% +21,650 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,705 shares; 2024Q4: 164,419 shares; 2025Q1: 160,511 shares; 2025Q2: 157,916 shares; 2025Q3: 240,841 shares; 2025Q4: 238,800 shares 238,800 $16.6M 0.02% -2,041 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,036 shares; 2024Q4: 109,346 shares; 2025Q1: 130,249 shares; 2025Q2: 129,138 shares; 2025Q3: 216,026 shares; 2025Q4: 158,081 shares 158,081 $16.6M 0.02% -57,945 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 22,344 shares; 2025Q1: 28,425 shares; 2025Q2: 33,116 shares; 2025Q3: 37,501 shares; 2025Q4: 32,474 shares 32,474 $16.6M 0.02% -5,027 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,259 shares; 2024Q4: 88,134 shares; 2025Q1: 102,412 shares; 2025Q2: 139,779 shares; 2025Q3: 297,086 shares; 2025Q4: 389,731 shares 389,731 $16.6M 0.02% +92,645 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,470 shares; 2024Q4: 218,498 shares; 2025Q1: 210,967 shares; 2025Q2: 218,838 shares; 2025Q3: 229,843 shares; 2025Q4: 234,026 shares 234,026 $16.5M 0.02% +4,183 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,819 shares; 2024Q4: 84,747 shares; 2025Q1: 82,626 shares; 2025Q2: 84,570 shares; 2025Q3: 104,704 shares; 2025Q4: 101,136 shares 101,136 $16.4M 0.02% -3,568 Timeline XIMR 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: 429,602 shares; 2024Q4: 482,570 shares; 2025Q1: 567,465 shares; 2025Q2: 717,907 shares; 2025Q3: 779,458 shares; 2025Q4: 526,595 shares 526,595 $16.4M 0.02% -252,863 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: 218,581 shares; 2024Q4: 211,071 shares; 2025Q1: 183,146 shares; 2025Q2: 183,894 shares; 2025Q3: 246,973 shares; 2025Q4: 236,584 shares 236,584 $16.4M 0.02% -10,389 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,099 shares; 2024Q4: 37,498 shares; 2025Q1: 33,583 shares; 2025Q2: 33,301 shares; 2025Q3: 59,705 shares; 2025Q4: 67,522 shares 67,522 $16.4M 0.02% +7,817 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: 18,613 shares; 2024Q4: 18,799 shares; 2025Q1: 27,896 shares; 2025Q2: 34,097 shares; 2025Q3: 93,670 shares; 2025Q4: 97,758 shares 97,758 $16.4M 0.02% +4,088 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,806 shares; 2024Q4: 95,937 shares; 2025Q1: 132,685 shares; 2025Q2: 141,318 shares; 2025Q3: 175,834 shares; 2025Q4: 195,063 shares 195,063 $16.4M 0.02% +19,229 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,921 shares; 2024Q4: 598,113 shares; 2025Q1: 441,588 shares; 2025Q2: 527,388 shares; 2025Q3: 720,058 shares; 2025Q4: 704,469 shares 704,469 $16.3M 0.02% -15,589 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 270,390 shares; 2025Q1: 289,868 shares; 2025Q2: 311,015 shares; 2025Q3: 83,136 shares; 2025Q4: 85,311 shares 85,311 $16.3M 0.02% +2,175 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,809 shares; 2024Q4: 35,864 shares; 2025Q1: 78,827 shares; 2025Q2: 74,235 shares; 2025Q3: 76,117 shares; 2025Q4: 87,796 shares 87,796 $16.3M 0.02% +11,679 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,106 shares; 2024Q4: 233,934 shares; 2025Q1: 262,744 shares; 2025Q2: 310,193 shares; 2025Q3: 399,539 shares; 2025Q4: 406,386 shares 406,386 $16.3M 0.02% +6,847 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: 27,675 shares; 2024Q4: 28,431 shares; 2025Q1: 30,303 shares; 2025Q2: 45,112 shares; 2025Q3: 72,722 shares; 2025Q4: 94,554 shares 94,554 $16.3M 0.02% +21,832 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,685 shares; 2024Q4: 79,203 shares; 2025Q1: 79,097 shares; 2025Q2: 92,239 shares; 2025Q3: 88,419 shares; 2025Q4: 82,413 shares 82,413 $16.2M 0.02% -6,006 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,244 shares; 2024Q4: 416,116 shares; 2025Q1: 606,509 shares; 2025Q2: 679,066 shares; 2025Q3: 1,203,938 shares; 2025Q4: 1,261,043 shares 1,261,043 $16.2M 0.02% +57,105 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,311 shares; 2024Q4: 693,690 shares; 2025Q1: 680,286 shares; 2025Q2: 674,383 shares; 2025Q3: 819,788 shares; 2025Q4: 845,272 shares 845,272 $16.2M 0.02% +25,484 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,124 shares; 2024Q4: 42,273 shares; 2025Q1: 47,364 shares; 2025Q2: 52,792 shares; 2025Q3: 57,787 shares; 2025Q4: 64,620 shares 64,620 $16.2M 0.02% +6,833 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,404 shares; 2024Q4: 262,702 shares; 2025Q1: 318,184 shares; 2025Q2: 428,152 shares; 2025Q3: 532,323 shares; 2025Q4: 576,384 shares 576,384 $16.2M 0.02% +44,061 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,717 shares; 2024Q4: 160,625 shares; 2025Q1: 156,412 shares; 2025Q2: 159,643 shares; 2025Q3: 242,266 shares; 2025Q4: 252,116 shares 252,116 $16.1M 0.02% +9,850 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,922 shares; 2024Q4: 145,301 shares; 2025Q1: 167,954 shares; 2025Q2: 172,247 shares; 2025Q3: 202,006 shares; 2025Q4: 241,166 shares 241,166 $16.1M 0.02% +39,160 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,603 shares; 2024Q4: 357,770 shares; 2025Q1: 344,581 shares; 2025Q2: 343,383 shares; 2025Q3: 433,511 shares; 2025Q4: 442,347 shares 442,347 $16M 0.02% +8,836 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,040 shares; 2024Q4: 217,959 shares; 2025Q1: 251,327 shares; 2025Q2: 254,187 shares; 2025Q3: 308,262 shares; 2025Q4: 333,740 shares 333,740 $16M 0.02% +25,478 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: 144,256 shares; 2024Q4: 157,193 shares; 2025Q1: 162,934 shares; 2025Q2: 163,597 shares; 2025Q3: 211,838 shares; 2025Q4: 216,406 shares 216,406 $16M 0.02% +4,568 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: 101,774 shares; 2024Q4: 95,698 shares; 2025Q1: 92,408 shares; 2025Q2: 92,249 shares; 2025Q3: 93,752 shares; 2025Q4: 99,187 shares 99,187 $15.9M 0.02% +5,435 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: 88,153 shares; 2024Q4: 93,096 shares; 2025Q1: 270,193 shares; 2025Q2: 288,073 shares; 2025Q3: 350,442 shares; 2025Q4: 359,358 shares 359,358 $15.9M 0.02% +8,916 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,611 shares; 2024Q4: 63,528 shares; 2025Q1: 64,396 shares; 2025Q2: 52,427 shares; 2025Q3: 70,440 shares; 2025Q4: 85,672 shares 85,672 $15.9M 0.02% +15,232 Timeline HBTA HORIZON FDS More: the full row for HORIZON 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: 534,251 shares; 2025Q4: 547,364 shares 547,364 $15.9M 0.02% +13,113 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,084 shares; 2024Q4: 142,897 shares; 2025Q1: 175,603 shares; 2025Q2: 175,535 shares; 2025Q3: 200,638 shares; 2025Q4: 244,608 shares 244,608 $15.9M 0.02% +43,970 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,156 shares; 2024Q4: 377,512 shares; 2025Q1: 378,574 shares; 2025Q2: 389,600 shares; 2025Q3: 432,447 shares; 2025Q4: 444,102 shares 444,102 $15.8M 0.02% +11,655 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,335 shares; 2024Q4: 234,675 shares; 2025Q1: 263,911 shares; 2025Q2: 154,519 shares; 2025Q3: 193,857 shares; 2025Q4: 208,100 shares 208,100 $15.8M 0.02% +14,243 Timeline SCHQ 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: 77,355 shares; 2024Q4: 41,879 shares; 2025Q1: 329,731 shares; 2025Q2: 251,891 shares; 2025Q3: 283,100 shares; 2025Q4: 497,042 shares 497,042 $15.8M 0.02% +213,942 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,656 shares; 2024Q4: 121,144 shares; 2025Q1: 137,269 shares; 2025Q2: 136,317 shares; 2025Q3: 183,784 shares; 2025Q4: 330,595 shares 330,595 $15.6M 0.02% +146,811 Timeline PGRO 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: 106,596 shares; 2024Q4: 149,203 shares; 2025Q1: 167,186 shares; 2025Q2: 260,954 shares; 2025Q3: 282,424 shares; 2025Q4: 347,293 shares 347,293 $15.5M 0.02% +64,869 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: 9,270 shares; 2024Q4: 9,323 shares; 2025Q1: 21,718 shares; 2025Q2: 38,434 shares; 2025Q3: 44,568 shares; 2025Q4: 50,563 shares 50,563 $15.5M 0.02% +5,995 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: 156,357 shares; 2024Q4: 166,854 shares; 2025Q1: 176,077 shares; 2025Q2: 211,508 shares; 2025Q3: 300,640 shares; 2025Q4: 292,929 shares 292,929 $15.5M 0.02% -7,711 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: 67,541 shares; 2024Q4: 66,967 shares; 2025Q1: 69,995 shares; 2025Q2: 61,560 shares; 2025Q3: 77,980 shares; 2025Q4: 71,249 shares 71,249 $15.5M 0.02% -6,731 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,713 shares; 2024Q4: 248,406 shares; 2025Q1: 274,401 shares; 2025Q2: 289,056 shares; 2025Q3: 326,538 shares; 2025Q4: 266,755 shares 266,755 $15.4M 0.02% -59,783 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,737 shares; 2024Q4: 75,922 shares; 2025Q1: 72,689 shares; 2025Q2: 78,709 shares; 2025Q3: 99,456 shares; 2025Q4: 96,581 shares 96,581 $15.4M 0.02% -2,875 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: 189,320 shares; 2024Q4: 199,138 shares; 2025Q1: 225,079 shares; 2025Q2: 242,039 shares; 2025Q3: 303,785 shares; 2025Q4: 318,426 shares 318,426 $15.4M 0.02% +14,641 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: 29,188 shares; 2024Q4: 31,714 shares; 2025Q1: 29,805 shares; 2025Q2: 27,314 shares; 2025Q3: 75,127 shares; 2025Q4: 76,487 shares 76,487 $15.4M 0.02% +1,360 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,924 shares; 2024Q4: 141,950 shares; 2025Q1: 163,266 shares; 2025Q2: 163,201 shares; 2025Q3: 169,719 shares; 2025Q4: 406,591 shares 406,591 $15.4M 0.02% +236,872 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,237 shares; 2024Q4: 181,490 shares; 2025Q1: 186,594 shares; 2025Q2: 170,524 shares; 2025Q3: 187,855 shares; 2025Q4: 206,260 shares 206,260 $15.3M 0.02% +18,405 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 152,203 shares; 2025Q1: 201,250 shares; 2025Q2: 205,089 shares; 2025Q3: 225,434 shares; 2025Q4: 207,857 shares 207,857 $15.3M 0.02% -17,577 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,418 shares; 2024Q4: 226,651 shares; 2025Q1: 451,613 shares; 2025Q2: 465,275 shares; 2025Q3: 447,897 shares; 2025Q4: 269,985 shares 269,985 $15.3M 0.02% -177,912 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,750 shares; 2024Q4: 360,135 shares; 2025Q1: 374,434 shares; 2025Q2: 389,422 shares; 2025Q3: 311,932 shares; 2025Q4: 314,557 shares 314,557 $15.2M 0.02% +2,625 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,944 shares; 2024Q4: 63,427 shares; 2025Q1: 59,734 shares; 2025Q2: 47,688 shares; 2025Q3: 151,551 shares; 2025Q4: 133,109 shares 133,109 $15.2M 0.02% -18,442 Timeline FTMN 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: 1,711,902 shares 1,711,902 $15.1M 0.02% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,632 shares; 2024Q4: 215,831 shares; 2025Q1: 273,827 shares; 2025Q2: 275,901 shares; 2025Q3: 292,054 shares; 2025Q4: 348,330 shares 348,330 $15.1M 0.02% +56,276 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,142 shares; 2024Q4: 65,808 shares; 2025Q1: 63,500 shares; 2025Q2: 69,956 shares; 2025Q3: 146,679 shares; 2025Q4: 121,020 shares 121,020 $15.1M 0.02% -25,659 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,754 shares; 2024Q4: 1,262,888 shares; 2025Q1: 1,377,023 shares; 2025Q2: 1,440,398 shares; 2025Q3: 1,480,371 shares; 2025Q4: 1,511,405 shares 1,511,405 $15.1M 0.02% +31,034 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 260,377 shares; 2025Q3: 481,978 shares; 2025Q4: 511,326 shares 511,326 $15.1M 0.02% +29,348 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: 209,328 shares; 2024Q4: 214,587 shares; 2025Q1: 305,867 shares; 2025Q2: 300,557 shares; 2025Q3: 423,770 shares; 2025Q4: 393,074 shares 393,074 $15.1M 0.02% -30,696 Timeline FSEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,807 shares; 2025Q3: 15,884 shares; 2025Q4: 341,761 shares 341,761 $15.1M 0.02% +325,877 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,947 shares; 2024Q4: 437,036 shares; 2025Q1: 485,683 shares; 2025Q2: 466,528 shares; 2025Q3: 1,349,479 shares; 2025Q4: 463,332 shares 463,332 $15.1M 0.02% -886,147 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,345 shares; 2024Q4: 30,569 shares; 2025Q1: 121,573 shares; 2025Q2: 127,873 shares; 2025Q3: 221,841 shares; 2025Q4: 291,819 shares 291,819 $15M 0.02% +69,978 Timeline GEM 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: 263,214 shares; 2024Q4: 308,505 shares; 2025Q1: 345,842 shares; 2025Q2: 350,522 shares; 2025Q3: 354,702 shares; 2025Q4: 359,079 shares 359,079 $14.9M 0.02% +4,377 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,067 shares; 2025Q1: 60,048 shares; 2025Q2: 138,396 shares; 2025Q3: 130,914 shares; 2025Q4: 178,520 shares 178,520 $14.9M 0.02% +47,606 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,880 shares; 2024Q4: 35,323 shares; 2025Q1: 29,105 shares; 2025Q2: 27,649 shares; 2025Q3: 96,261 shares; 2025Q4: 94,699 shares 94,699 $14.9M 0.02% -1,562 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,171 shares; 2024Q4: 29,626 shares; 2025Q1: 27,859 shares; 2025Q2: 28,555 shares; 2025Q3: 36,341 shares; 2025Q4: 38,326 shares 38,326 $14.9M 0.02% +1,985 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: 212,340 shares; 2024Q4: 245,041 shares; 2025Q1: 264,225 shares; 2025Q2: 219,244 shares; 2025Q3: 224,134 shares; 2025Q4: 356,898 shares 356,898 $14.9M 0.02% +132,764 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,869 shares; 2024Q4: 201,629 shares; 2025Q1: 228,821 shares; 2025Q2: 194,662 shares; 2025Q3: 335,459 shares; 2025Q4: 316,119 shares 316,119 $14.9M 0.02% -19,340 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 22,482 shares; 2025Q1: 24,334 shares; 2025Q2: 26,348 shares; 2025Q3: 57,377 shares; 2025Q4: 69,586 shares 69,586 $14.9M 0.02% +12,209 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,138 shares; 2024Q4: 187,109 shares; 2025Q1: 188,640 shares; 2025Q2: 191,210 shares; 2025Q3: 283,918 shares; 2025Q4: 293,204 shares 293,204 $14.9M 0.02% +9,286 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,880 shares; 2024Q4: 75,370 shares; 2025Q1: 85,209 shares; 2025Q2: 86,103 shares; 2025Q3: 106,048 shares; 2025Q4: 105,046 shares 105,046 $14.9M 0.02% -1,002 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,690 shares; 2024Q4: 97,743 shares; 2025Q1: 139,804 shares; 2025Q2: 133,400 shares; 2025Q3: 142,553 shares; 2025Q4: 131,196 shares 131,196 $14.8M 0.02% -11,357 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: 231,529 shares; 2024Q4: 238,312 shares; 2025Q1: 245,785 shares; 2025Q2: 233,817 shares; 2025Q3: 319,147 shares; 2025Q4: 339,642 shares 339,642 $14.8M 0.02% +20,495 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,178 shares; 2024Q4: 881,036 shares; 2025Q1: 937,730 shares; 2025Q2: 678,079 shares; 2025Q3: 762,312 shares; 2025Q4: 704,984 shares 704,984 $14.8M 0.02% -57,328 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: 396,522 shares; 2024Q4: 455,770 shares; 2025Q1: 393,511 shares; 2025Q2: 383,795 shares; 2025Q3: 416,940 shares; 2025Q4: 399,591 shares 399,591 $14.8M 0.02% -17,349 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,642 shares; 2024Q4: 230,367 shares; 2025Q1: 247,794 shares; 2025Q2: 245,934 shares; 2025Q3: 314,961 shares; 2025Q4: 317,260 shares 317,260 $14.7M 0.02% +2,299 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: 202,109 shares; 2024Q4: 210,649 shares; 2025Q1: 236,282 shares; 2025Q2: 232,361 shares; 2025Q3: 305,363 shares; 2025Q4: 316,535 shares 316,535 $14.7M 0.02% +11,172 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: 133,146 shares; 2024Q4: 167,228 shares; 2025Q1: 178,106 shares; 2025Q2: 178,067 shares; 2025Q3: 206,125 shares; 2025Q4: 218,207 shares 218,207 $14.7M 0.02% +12,082 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,193 shares; 2024Q4: 32,840 shares; 2025Q1: 38,781 shares; 2025Q2: 41,875 shares; 2025Q3: 83,640 shares; 2025Q4: 86,360 shares 86,360 $14.6M 0.02% +2,720 Timeline EDV 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: 125,329 shares; 2024Q4: 160,231 shares; 2025Q1: 170,826 shares; 2025Q2: 183,931 shares; 2025Q3: 172,177 shares; 2025Q4: 224,216 shares 224,216 $14.6M 0.02% +52,039 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: 287,328 shares; 2024Q4: 250,482 shares; 2025Q1: 296,651 shares; 2025Q2: 267,714 shares; 2025Q3: 330,618 shares; 2025Q4: 286,371 shares 286,371 $14.6M 0.02% -44,247 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,852 shares; 2024Q4: 485,264 shares; 2025Q1: 532,642 shares; 2025Q2: 469,714 shares; 2025Q3: 239,423 shares; 2025Q4: 532,933 shares 532,933 $14.5M 0.02% +293,510 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: not reported; 2024Q4: not reported; 2025Q1: 153,794 shares; 2025Q2: 164,728 shares; 2025Q3: 187,876 shares; 2025Q4: 183,117 shares 183,117 $14.5M 0.02% -4,759 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,193 shares; 2024Q4: 87,722 shares; 2025Q1: 108,121 shares; 2025Q2: 93,650 shares; 2025Q3: 74,320 shares; 2025Q4: 179,865 shares 179,865 $14.5M 0.02% +105,545 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: 308,022 shares; 2024Q4: 290,311 shares; 2025Q1: 266,814 shares; 2025Q2: 260,763 shares; 2025Q3: 354,852 shares; 2025Q4: 335,419 shares 335,419 $14.5M 0.02% -19,433 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,207 shares; 2024Q4: 675,484 shares; 2025Q1: 686,307 shares; 2025Q2: 685,328 shares; 2025Q3: 761,379 shares; 2025Q4: 754,787 shares 754,787 $14.5M 0.02% -6,592 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,434 shares; 2024Q4: 910,415 shares; 2025Q1: 1,439,621 shares; 2025Q2: 1,466,153 shares; 2025Q3: 1,079,547 shares; 2025Q4: 1,120,420 shares 1,120,420 $14.5M 0.02% +40,873 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: 131,579 shares; 2024Q4: 162,712 shares; 2025Q1: 173,196 shares; 2025Q2: 151,033 shares; 2025Q3: 183,004 shares; 2025Q4: 157,919 shares 157,919 $14.4M 0.02% -25,085 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,388 shares; 2024Q4: 42,118 shares; 2025Q1: 123,455 shares; 2025Q2: 117,720 shares; 2025Q3: 223,974 shares; 2025Q4: 285,764 shares 285,764 $14.4M 0.02% +61,790 Timeline JPEM 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: 24,088 shares; 2024Q4: 24,116 shares; 2025Q1: 23,595 shares; 2025Q2: 17,823 shares; 2025Q3: 232,397 shares; 2025Q4: 236,262 shares 236,262 $14.3M 0.02% +3,865 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,547 shares; 2024Q4: 255,051 shares; 2025Q1: 253,590 shares; 2025Q2: 286,169 shares; 2025Q3: 350,269 shares; 2025Q4: 366,609 shares 366,609 $14.3M 0.02% +16,340 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,300 shares; 2024Q4: 22,412 shares; 2025Q1: 195,453 shares; 2025Q2: 207,094 shares; 2025Q3: 197,604 shares; 2025Q4: 181,381 shares 181,381 $14.3M 0.02% -16,223 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: 308,247 shares; 2024Q4: 442,491 shares; 2025Q1: 437,594 shares; 2025Q2: 301,795 shares; 2025Q3: 342,304 shares; 2025Q4: 301,802 shares 301,802 $14.3M 0.02% -40,502 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: 65,857 shares; 2024Q4: 68,529 shares; 2025Q1: 69,073 shares; 2025Q2: 70,515 shares; 2025Q3: 90,556 shares; 2025Q4: 84,877 shares 84,877 $14.3M 0.02% -5,679 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,590 shares; 2024Q4: 166,662 shares; 2025Q1: 178,462 shares; 2025Q2: 195,699 shares; 2025Q3: 433,429 shares; 2025Q4: 541,666 shares 541,666 $14.3M 0.02% +108,237 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: 106,323 shares; 2024Q4: 117,433 shares; 2025Q1: 128,585 shares; 2025Q2: 132,333 shares; 2025Q3: 164,575 shares; 2025Q4: 212,207 shares 212,207 $14.2M 0.02% +47,632 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,421 shares; 2024Q4: 661,475 shares; 2025Q1: 764,902 shares; 2025Q2: 704,006 shares; 2025Q3: 680,269 shares; 2025Q4: 732,076 shares 732,076 $14.2M 0.02% +51,807 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,365 shares; 2024Q4: 77,215 shares; 2025Q1: 74,892 shares; 2025Q2: 54,813 shares; 2025Q3: 92,796 shares; 2025Q4: 103,562 shares 103,562 $14.2M 0.02% +10,766 Timeline IYK 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: 125,178 shares; 2024Q4: 144,900 shares; 2025Q1: 158,754 shares; 2025Q2: 172,194 shares; 2025Q3: 207,881 shares; 2025Q4: 211,172 shares 211,172 $14.1M 0.02% +3,291 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,556 shares; 2024Q4: 95,057 shares; 2025Q1: 92,278 shares; 2025Q2: 92,743 shares; 2025Q3: 377,936 shares; 2025Q4: 381,447 shares 381,447 $14.1M 0.02% +3,511 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,879 shares; 2024Q4: 576,084 shares; 2025Q1: 543,972 shares; 2025Q2: 607,867 shares; 2025Q3: 731,950 shares; 2025Q4: 789,264 shares 789,264 $14M 0.02% +57,314 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,588 shares; 2024Q4: 401,004 shares; 2025Q1: 394,714 shares; 2025Q2: 414,376 shares; 2025Q3: 420,131 shares; 2025Q4: 351,402 shares 351,402 $14M 0.02% -68,729 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,309 shares; 2024Q4: 112,131 shares; 2025Q1: 101,083 shares; 2025Q2: 99,794 shares; 2025Q3: 145,134 shares; 2025Q4: 157,318 shares 157,318 $14M 0.02% +12,184 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: 54,952 shares; 2024Q4: 64,609 shares; 2025Q1: 73,818 shares; 2025Q2: 73,802 shares; 2025Q3: 88,337 shares; 2025Q4: 96,339 shares 96,339 $13.9M 0.02% +8,002 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: 93,856 shares; 2024Q4: 88,275 shares; 2025Q1: 93,556 shares; 2025Q2: 97,050 shares; 2025Q3: 125,441 shares; 2025Q4: 140,233 shares 140,233 $13.9M 0.02% +14,792 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: 29,143 shares; 2024Q4: 31,659 shares; 2025Q1: 34,291 shares; 2025Q2: 30,936 shares; 2025Q3: 42,545 shares; 2025Q4: 48,420 shares 48,420 $13.9M 0.02% +5,875 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: 106,408 shares; 2024Q4: 71,818 shares; 2025Q1: 76,650 shares; 2025Q2: 79,411 shares; 2025Q3: 171,978 shares; 2025Q4: 173,633 shares 173,633 $13.9M 0.02% +1,655 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,607 shares; 2025Q3: 147,192 shares; 2025Q4: 447,115 shares 447,115 $13.8M 0.02% +299,923 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,152 shares; 2024Q4: 381,933 shares; 2025Q1: 373,443 shares; 2025Q2: 379,214 shares; 2025Q3: 434,193 shares; 2025Q4: 438,456 shares 438,456 $13.8M 0.02% +4,263 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,725 shares; 2025Q4: 273,145 shares 273,145 $13.7M 0.01% +14,420 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,755 shares; 2024Q4: 165,344 shares; 2025Q1: 111,201 shares; 2025Q2: 97,637 shares; 2025Q3: 220,474 shares; 2025Q4: 214,894 shares 214,894 $13.7M 0.01% -5,580 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,437 shares; 2024Q4: 101,309 shares; 2025Q1: 98,619 shares; 2025Q2: 88,347 shares; 2025Q3: 91,795 shares; 2025Q4: 83,663 shares 83,663 $13.7M 0.01% -8,132 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: 93,776 shares; 2024Q4: 97,745 shares; 2025Q1: 167,159 shares; 2025Q2: 171,590 shares; 2025Q3: 196,842 shares; 2025Q4: 208,758 shares 208,758 $13.7M 0.01% +11,916 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: 61,652 shares; 2024Q4: 43,107 shares; 2025Q1: 45,776 shares; 2025Q2: 56,932 shares; 2025Q3: 74,425 shares; 2025Q4: 73,900 shares 73,900 $13.7M 0.01% -525 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: 718,246 shares; 2024Q4: 703,415 shares; 2025Q1: 710,814 shares; 2025Q2: 692,694 shares; 2025Q3: 798,040 shares; 2025Q4: 785,133 shares 785,133 $13.6M 0.01% -12,907 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,229 shares; 2024Q4: 120,563 shares; 2025Q1: 446,757 shares; 2025Q2: 466,395 shares; 2025Q3: 473,470 shares; 2025Q4: 262,853 shares 262,853 $13.6M 0.01% -210,617 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,013 shares; 2024Q4: 89,109 shares; 2025Q1: 88,033 shares; 2025Q2: 109,398 shares; 2025Q3: 114,678 shares; 2025Q4: 114,669 shares 114,669 $13.6M 0.01% -9 Timeline GNOV 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: 135,490 shares; 2024Q4: 314,135 shares; 2025Q1: 312,192 shares; 2025Q2: 316,421 shares; 2025Q3: 330,500 shares; 2025Q4: 342,205 shares 342,205 $13.6M 0.01% +11,705 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: 169,247 shares; 2024Q4: 173,692 shares; 2025Q1: 190,733 shares; 2025Q2: 188,969 shares; 2025Q3: 270,904 shares; 2025Q4: 313,358 shares 313,358 $13.6M 0.01% +42,454 Timeline FRI 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: 410,739 shares; 2024Q4: 572,588 shares; 2025Q1: 524,368 shares; 2025Q2: 482,629 shares; 2025Q3: 517,463 shares; 2025Q4: 495,468 shares 495,468 $13.5M 0.01% -21,995 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,284 shares; 2024Q4: 71,930 shares; 2025Q1: 102,975 shares; 2025Q2: 378,358 shares; 2025Q3: 199,524 shares; 2025Q4: 253,019 shares 253,019 $13.5M 0.01% +53,495 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: 17,249 shares; 2024Q4: 17,604 shares; 2025Q1: 17,523 shares; 2025Q2: 20,576 shares; 2025Q3: 24,053 shares; 2025Q4: 24,431 shares 24,431 $13.5M 0.01% +378 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,890 shares; 2024Q4: 165,472 shares; 2025Q1: 175,879 shares; 2025Q2: 169,234 shares; 2025Q3: 208,231 shares; 2025Q4: 154,677 shares 154,677 $13.5M 0.01% -53,554 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,266 shares; 2024Q4: 53,810 shares; 2025Q1: 51,858 shares; 2025Q2: 65,079 shares; 2025Q3: 93,749 shares; 2025Q4: 96,203 shares 96,203 $13.4M 0.01% +2,454 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: 49,517 shares; 2024Q4: 61,603 shares; 2025Q1: 78,899 shares; 2025Q2: 76,895 shares; 2025Q3: 95,873 shares; 2025Q4: 98,469 shares 98,469 $13.4M 0.01% +2,596 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,820 shares; 2024Q4: 143,705 shares; 2025Q1: 112,955 shares; 2025Q2: 112,893 shares; 2025Q3: 122,432 shares; 2025Q4: 119,683 shares 119,683 $13.4M 0.01% -2,749 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,665 shares; 2024Q4: 56,626 shares; 2025Q1: 83,523 shares; 2025Q2: 141,357 shares; 2025Q3: 179,857 shares; 2025Q4: 296,097 shares 296,097 $13.3M 0.01% +116,240 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,686 shares; 2024Q4: 190,730 shares; 2025Q1: 203,823 shares; 2025Q2: 202,682 shares; 2025Q3: 244,793 shares; 2025Q4: 277,945 shares 277,945 $13.3M 0.01% +33,152 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,658 shares; 2024Q4: 59,585 shares; 2025Q1: 72,604 shares; 2025Q2: 71,217 shares; 2025Q3: 96,452 shares; 2025Q4: 133,046 shares 133,046 $13.3M 0.01% +36,594 Timeline JHCP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,467 shares; 2025Q4: 523,307 shares 523,307 $13.3M 0.01% +377,840 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: 25,465 shares; 2024Q4: 44,652 shares; 2025Q1: 51,410 shares; 2025Q2: 56,276 shares; 2025Q3: 71,795 shares; 2025Q4: 71,820 shares 71,820 $13.2M 0.01% +25 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,536 shares; 2024Q4: 277,383 shares; 2025Q1: 312,204 shares; 2025Q2: 239,475 shares; 2025Q3: 218,487 shares; 2025Q4: 228,586 shares 228,586 $13.2M 0.01% +10,099 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: 100,205 shares; 2024Q4: 129,481 shares; 2025Q1: 135,781 shares; 2025Q2: 143,009 shares; 2025Q3: 154,715 shares; 2025Q4: 155,860 shares 155,860 $13.1M 0.01% +1,145 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: 71,599 shares; 2024Q4: 70,692 shares; 2025Q1: 74,069 shares; 2025Q2: 84,190 shares; 2025Q3: 138,549 shares; 2025Q4: 508,651 shares 508,651 $13.1M 0.01% +370,102 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 11,963 shares; 2025Q1: 45,578 shares; 2025Q2: 57,143 shares; 2025Q3: 441,063 shares; 2025Q4: 343,482 shares 343,482 $13.1M 0.01% -97,581 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: 344,226 shares; 2024Q4: 340,451 shares; 2025Q1: 363,492 shares; 2025Q2: 338,427 shares; 2025Q3: 313,852 shares; 2025Q4: 308,096 shares 308,096 $13.1M 0.01% -5,756 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: 273,890 shares; 2024Q4: 292,379 shares; 2025Q1: 365,190 shares; 2025Q2: 387,309 shares; 2025Q3: 466,013 shares; 2025Q4: 482,426 shares 482,426 $13.1M 0.01% +16,413 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,060 shares; 2024Q4: 40,471 shares; 2025Q1: 62,794 shares; 2025Q2: 134,328 shares; 2025Q3: 279,316 shares; 2025Q4: 306,720 shares 306,720 $13.1M 0.01% +27,404 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,256 shares; 2024Q4: 63,635 shares; 2025Q1: 57,186 shares; 2025Q2: 76,489 shares; 2025Q3: 73,525 shares; 2025Q4: 72,345 shares 72,345 $13.1M 0.01% -1,180 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,072 shares; 2024Q4: 475,128 shares; 2025Q1: 504,008 shares; 2025Q2: 229,940 shares; 2025Q3: 354,762 shares; 2025Q4: 444,187 shares 444,187 $13M 0.01% +89,425 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,286 shares; 2025Q2: 45,416 shares; 2025Q3: 52,806 shares; 2025Q4: 62,870 shares 62,870 $13M 0.01% +10,064 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: 39,303 shares; 2024Q4: 76,724 shares; 2025Q1: 85,239 shares; 2025Q2: 80,980 shares; 2025Q3: 90,836 shares; 2025Q4: 110,430 shares 110,430 $13M 0.01% +19,594 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,886 shares; 2024Q4: 451,323 shares; 2025Q1: 248,951 shares; 2025Q2: 257,903 shares; 2025Q3: 264,301 shares; 2025Q4: 275,053 shares 275,053 $12.9M 0.01% +10,752 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,055 shares; 2024Q4: 27,967 shares; 2025Q1: 30,073 shares; 2025Q2: 30,318 shares; 2025Q3: 39,060 shares; 2025Q4: 39,886 shares 39,886 $12.9M 0.01% +826 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,346 shares; 2024Q4: 415,080 shares; 2025Q1: 448,898 shares; 2025Q2: 494,410 shares; 2025Q3: 557,946 shares; 2025Q4: 593,881 shares 593,881 $12.9M 0.01% +35,935 Timeline FFOG 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: 83,965 shares; 2024Q4: 130,007 shares; 2025Q1: 151,113 shares; 2025Q2: 170,283 shares; 2025Q3: 215,169 shares; 2025Q4: 275,312 shares 275,312 $12.9M 0.01% +60,143 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: 250,274 shares; 2024Q4: 312,453 shares; 2025Q1: 376,793 shares; 2025Q2: 372,096 shares; 2025Q3: 388,246 shares; 2025Q4: 311,345 shares 311,345 $12.8M 0.01% -76,901 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,615 shares; 2024Q4: 374,362 shares; 2025Q1: 473,610 shares; 2025Q2: 423,448 shares; 2025Q3: 465,602 shares; 2025Q4: 582,696 shares 582,696 $12.8M 0.01% +117,094 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,493 shares; 2024Q4: 24,300 shares; 2025Q1: 21,850 shares; 2025Q2: 25,770 shares; 2025Q3: 32,201 shares; 2025Q4: 30,360 shares 30,360 $12.8M 0.01% -1,841 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,350 shares; 2024Q4: 155,139 shares; 2025Q1: 160,284 shares; 2025Q2: 174,831 shares; 2025Q3: 187,463 shares; 2025Q4: 195,956 shares 195,956 $12.7M 0.01% +8,493 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,859 shares; 2024Q4: 92,303 shares; 2025Q1: 124,566 shares; 2025Q2: 141,786 shares; 2025Q3: 167,681 shares; 2025Q4: 285,828 shares 285,828 $12.7M 0.01% +118,147 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,387 shares; 2024Q4: 442,868 shares; 2025Q1: 453,969 shares; 2025Q2: 354,263 shares; 2025Q3: 440,076 shares; 2025Q4: 443,303 shares 443,303 $12.7M 0.01% +3,227 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: 246,458 shares; 2024Q4: 221,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,757 shares; 2025Q4: 184,976 shares 184,976 $12.6M 0.01% +132,219 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,066 shares; 2024Q4: 153,612 shares; 2025Q1: 187,098 shares; 2025Q2: 165,639 shares; 2025Q3: 167,172 shares; 2025Q4: 194,036 shares 194,036 $12.6M 0.01% +26,864 Timeline XBAP 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: 423,849 shares; 2024Q4: 424,047 shares; 2025Q1: 388,504 shares; 2025Q2: 370,792 shares; 2025Q3: 327,967 shares; 2025Q4: 326,422 shares 326,422 $12.6M 0.01% -1,545 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,094 shares; 2024Q4: 76,807 shares; 2025Q1: 108,352 shares; 2025Q2: 115,368 shares; 2025Q3: 147,378 shares; 2025Q4: 166,482 shares 166,482 $12.6M 0.01% +19,104 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 16,718 shares; 2025Q1: 19,637 shares; 2025Q2: 19,402 shares; 2025Q3: 23,009 shares; 2025Q4: 22,813 shares 22,813 $12.6M 0.01% -196 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,783 shares; 2024Q4: 31,497 shares; 2025Q1: 35,251 shares; 2025Q2: 39,717 shares; 2025Q3: 71,451 shares; 2025Q4: 81,217 shares 81,217 $12.6M 0.01% +9,766 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,547 shares; 2024Q4: 50,296 shares; 2025Q1: 51,196 shares; 2025Q2: 38,205 shares; 2025Q3: 190,057 shares; 2025Q4: 207,917 shares 207,917 $12.6M 0.01% +17,860 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: 107,895 shares; 2024Q4: 106,498 shares; 2025Q1: 164,884 shares; 2025Q2: 80,724 shares; 2025Q3: 95,894 shares; 2025Q4: 95,150 shares 95,150 $12.5M 0.01% -744 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,694 shares; 2024Q4: 192,829 shares; 2025Q1: 192,175 shares; 2025Q2: 173,888 shares; 2025Q3: 239,879 shares; 2025Q4: 264,833 shares 264,833 $12.5M 0.01% +24,954 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: 200,325 shares; 2024Q4: 202,054 shares; 2025Q1: 211,125 shares; 2025Q2: 176,294 shares; 2025Q3: 238,098 shares; 2025Q4: 213,272 shares 213,272 $12.5M 0.01% -24,826 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,595 shares; 2024Q4: 277,531 shares; 2025Q1: 287,605 shares; 2025Q2: 316,187 shares; 2025Q3: 692,029 shares; 2025Q4: 1,140,937 shares 1,140,937 $12.4M 0.01% +448,908 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,411 shares; 2024Q4: 214,473 shares; 2025Q1: 212,384 shares; 2025Q2: 222,212 shares; 2025Q3: 264,764 shares; 2025Q4: 258,679 shares 258,679 $12.4M 0.01% -6,085 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,351 shares; 2024Q4: 242,349 shares; 2025Q1: 250,246 shares; 2025Q2: 258,139 shares; 2025Q3: 247,701 shares; 2025Q4: 205,042 shares 205,042 $12.4M 0.01% -42,659 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,678 shares; 2024Q4: 130,326 shares; 2025Q1: 135,029 shares; 2025Q2: 154,336 shares; 2025Q3: 244,194 shares; 2025Q4: 274,839 shares 274,839 $12.4M 0.01% +30,645 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,847 shares; 2024Q4: 483,410 shares; 2025Q1: 472,969 shares; 2025Q2: 471,694 shares; 2025Q3: 520,738 shares; 2025Q4: 550,798 shares 550,798 $12.3M 0.01% +30,060 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,169 shares; 2024Q4: 98,026 shares; 2025Q1: 93,414 shares; 2025Q2: 91,984 shares; 2025Q3: 104,730 shares; 2025Q4: 105,253 shares 105,253 $12.3M 0.01% +523 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: 50,399 shares; 2024Q4: 53,535 shares; 2025Q1: 60,150 shares; 2025Q2: 63,065 shares; 2025Q3: 72,307 shares; 2025Q4: 88,806 shares 88,806 $12.3M 0.01% +16,499 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,776 shares; 2024Q4: 244,647 shares; 2025Q1: 447,172 shares; 2025Q2: 351,097 shares; 2025Q3: 390,570 shares; 2025Q4: 525,407 shares 525,407 $12.3M 0.01% +134,837 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: 61,579 shares; 2024Q4: 63,789 shares; 2025Q1: 62,984 shares; 2025Q2: 65,093 shares; 2025Q3: 95,994 shares; 2025Q4: 97,155 shares 97,155 $12.3M 0.01% +1,161 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: 72,917 shares; 2024Q4: 70,148 shares; 2025Q1: 89,109 shares; 2025Q2: 89,701 shares; 2025Q3: 99,552 shares; 2025Q4: 63,093 shares 63,093 $12.3M 0.01% -36,459 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,860 shares; 2025Q2: 217,403 shares; 2025Q3: 236,257 shares; 2025Q4: 293,431 shares 293,431 $12.2M 0.01% +57,174 Timeline LGOV 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: 363,849 shares; 2024Q4: 389,155 shares; 2025Q1: 424,856 shares; 2025Q2: 308,692 shares; 2025Q3: 426,799 shares; 2025Q4: 559,085 shares 559,085 $12.2M 0.01% +132,286 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,745 shares; 2024Q4: 9,239 shares; 2025Q1: 10,575 shares; 2025Q2: 9,754 shares; 2025Q3: 16,049 shares; 2025Q4: 15,808 shares 15,808 $12.2M 0.01% -241 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,182 shares; 2024Q4: 344,978 shares; 2025Q1: 353,269 shares; 2025Q2: 353,057 shares; 2025Q3: 158,431 shares; 2025Q4: 142,540 shares 142,540 $12.1M 0.01% -15,891 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: 232,674 shares; 2024Q4: 252,731 shares; 2025Q1: 262,856 shares; 2025Q2: 263,901 shares; 2025Q3: 380,990 shares; 2025Q4: 395,139 shares 395,139 $12.1M 0.01% +14,149 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: 88,298 shares; 2024Q4: 143,362 shares; 2025Q1: 303,781 shares; 2025Q2: 365,691 shares; 2025Q3: 511,003 shares; 2025Q4: 616,188 shares 616,188 $12.1M 0.01% +105,185 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,129 shares; 2024Q4: 102,565 shares; 2025Q1: 102,022 shares; 2025Q2: 103,978 shares; 2025Q3: 121,246 shares; 2025Q4: 131,892 shares 131,892 $12.1M 0.01% +10,646 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,915 shares; 2024Q4: 57,940 shares; 2025Q1: 192,448 shares; 2025Q2: 203,440 shares; 2025Q3: 141,535 shares; 2025Q4: 149,850 shares 149,850 $12M 0.01% +8,315 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: 177,868 shares; 2024Q4: 179,808 shares; 2025Q1: 275,934 shares; 2025Q2: 284,397 shares; 2025Q3: 347,726 shares; 2025Q4: 341,683 shares 341,683 $12M 0.01% -6,043 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: 15,308 shares; 2024Q4: 13,639 shares; 2025Q1: 27,846 shares; 2025Q2: 27,099 shares; 2025Q3: 37,688 shares; 2025Q4: 58,035 shares 58,035 $11.9M 0.01% +20,347 Timeline FLCB 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: 192,451 shares; 2024Q4: 248,425 shares; 2025Q1: 462,561 shares; 2025Q2: 468,535 shares; 2025Q3: 529,704 shares; 2025Q4: 551,056 shares 551,056 $11.9M 0.01% +21,352 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: 58,619 shares; 2024Q4: 64,603 shares; 2025Q1: 61,057 shares; 2025Q2: 86,769 shares; 2025Q3: 116,774 shares; 2025Q4: 125,295 shares 125,295 $11.9M 0.01% +8,521 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,314 shares; 2025Q2: 80,307 shares; 2025Q3: 130,593 shares; 2025Q4: 139,643 shares 139,643 $11.9M 0.01% +9,050 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,779 shares; 2024Q4: 246,460 shares; 2025Q1: 279,775 shares; 2025Q2: 264,941 shares; 2025Q3: 332,007 shares; 2025Q4: 324,238 shares 324,238 $11.9M 0.01% -7,769 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 21,549 shares; 2025Q1: 43,091 shares; 2025Q2: 44,788 shares; 2025Q3: 52,244 shares; 2025Q4: 124,476 shares 124,476 $11.9M 0.01% +72,232 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,920 shares; 2024Q4: 40,583 shares; 2025Q1: 44,605 shares; 2025Q2: 53,817 shares; 2025Q3: 68,694 shares; 2025Q4: 69,380 shares 69,380 $11.8M 0.01% +686 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,766 shares; 2025Q3: 114,110 shares; 2025Q4: 223,720 shares 223,720 $11.8M 0.01% +109,610 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: 153,502 shares; 2024Q4: 162,203 shares; 2025Q1: 161,379 shares; 2025Q2: 163,454 shares; 2025Q3: 199,763 shares; 2025Q4: 268,853 shares 268,853 $11.8M 0.01% +69,090 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,131 shares; 2024Q4: 26,666 shares; 2025Q1: 69,712 shares; 2025Q2: 103,246 shares; 2025Q3: 117,920 shares; 2025Q4: 116,241 shares 116,241 $11.8M 0.01% -1,679 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: 77,445 shares; 2024Q4: 99,729 shares; 2025Q1: 158,067 shares; 2025Q2: 199,954 shares; 2025Q3: 250,561 shares; 2025Q4: 263,309 shares 263,309 $11.8M 0.01% +12,748 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: 313,733 shares; 2024Q4: 292,277 shares; 2025Q1: 317,533 shares; 2025Q2: 163,286 shares; 2025Q3: 189,940 shares; 2025Q4: 205,789 shares 205,789 $11.7M 0.01% +15,849 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 131,361 shares; 2025Q1: 214,460 shares; 2025Q2: 302,560 shares; 2025Q3: 318,688 shares; 2025Q4: 299,829 shares 299,829 $11.7M 0.01% -18,859 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,308 shares; 2024Q4: 198,051 shares; 2025Q1: 196,500 shares; 2025Q2: 174,413 shares; 2025Q3: 216,046 shares; 2025Q4: 248,674 shares 248,674 $11.7M 0.01% +32,628 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,722 shares; 2024Q4: 334,089 shares; 2025Q1: 353,572 shares; 2025Q2: 367,863 shares; 2025Q3: 523,715 shares; 2025Q4: 763,458 shares 763,458 $11.7M 0.01% +239,743 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 11,245 shares; 2025Q1: 24,061 shares; 2025Q2: 28,131 shares; 2025Q3: 125,263 shares; 2025Q4: 183,830 shares 183,830 $11.7M 0.01% +58,567 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,317 shares; 2025Q1: 101,407 shares; 2025Q2: 105,395 shares; 2025Q3: 198,000 shares; 2025Q4: 220,052 shares 220,052 $11.7M 0.01% +22,052 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 8,938 shares; 2025Q1: 9,464 shares; 2025Q2: 8,938 shares; 2025Q3: 12,565 shares; 2025Q4: 12,794 shares 12,794 $11.6M 0.01% +229 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,756 shares; 2024Q4: 14,559 shares; 2025Q1: 192,178 shares; 2025Q2: 42,412 shares; 2025Q3: 409,441 shares; 2025Q4: 431,015 shares 431,015 $11.6M 0.01% +21,574 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,511 shares; 2024Q4: 69,593 shares; 2025Q1: 73,840 shares; 2025Q2: 70,971 shares; 2025Q3: 80,311 shares; 2025Q4: 51,787 shares 51,787 $11.6M 0.01% -28,524 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,266 shares; 2024Q4: 155,605 shares; 2025Q1: 157,473 shares; 2025Q2: 162,016 shares; 2025Q3: 274,427 shares; 2025Q4: 264,885 shares 264,885 $11.6M 0.01% -9,542 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,391 shares; 2024Q4: 17,779 shares; 2025Q1: 22,757 shares; 2025Q2: 156,018 shares; 2025Q3: 231,828 shares; 2025Q4: 249,460 shares 249,460 $11.6M 0.01% +17,632 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,165 shares; 2024Q4: 98,631 shares; 2025Q1: 193,029 shares; 2025Q2: 180,264 shares; 2025Q3: 380,464 shares; 2025Q4: 461,088 shares 461,088 $11.5M 0.01% +80,624 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 426,002 shares; 2025Q2: 539,431 shares; 2025Q3: 611,783 shares; 2025Q4: 663,633 shares 663,633 $11.5M 0.01% +51,850 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,529 shares; 2024Q4: 244,292 shares; 2025Q1: 246,508 shares; 2025Q2: 272,471 shares; 2025Q3: 270,496 shares; 2025Q4: 256,136 shares 256,136 $11.5M 0.01% -14,360 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,040 shares; 2025Q3: 190,850 shares; 2025Q4: 164,330 shares 164,330 $11.5M 0.01% -26,520 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,361 shares; 2024Q4: 95,803 shares; 2025Q1: 118,366 shares; 2025Q2: 117,252 shares; 2025Q3: 139,958 shares; 2025Q4: 147,723 shares 147,723 $11.4M 0.01% +7,765 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: 11,479 shares; 2024Q4: 36,501 shares; 2025Q1: 44,035 shares; 2025Q2: 36,935 shares; 2025Q3: 48,558 shares; 2025Q4: 49,993 shares 49,993 $11.4M 0.01% +1,435 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 19,861 shares; 2025Q1: 20,606 shares; 2025Q2: 20,852 shares; 2025Q3: 59,798 shares; 2025Q4: 99,108 shares 99,108 $11.4M 0.01% +39,310 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: 419,380 shares; 2024Q4: 384,982 shares; 2025Q1: 342,412 shares; 2025Q2: 365,876 shares; 2025Q3: 344,961 shares; 2025Q4: 329,437 shares 329,437 $11.4M 0.01% -15,524 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,980 shares; 2024Q4: 418,831 shares; 2025Q1: 438,849 shares; 2025Q2: 426,838 shares; 2025Q3: 406,138 shares; 2025Q4: 412,001 shares 412,001 $11.3M 0.01% +5,863 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,666 shares; 2025Q1: 79,787 shares; 2025Q2: 128,629 shares; 2025Q3: 175,825 shares; 2025Q4: 220,033 shares 220,033 $11.3M 0.01% +44,208 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,166 shares; 2024Q4: 168,528 shares; 2025Q1: 135,091 shares; 2025Q2: 147,716 shares; 2025Q3: 160,543 shares; 2025Q4: 198,559 shares 198,559 $11.3M 0.01% +38,016 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,906 shares; 2024Q4: 109,460 shares; 2025Q1: 115,248 shares; 2025Q2: 116,714 shares; 2025Q3: 121,355 shares; 2025Q4: 89,804 shares 89,804 $11.3M 0.01% -31,551 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,597 shares; 2024Q4: 52,404 shares; 2025Q1: 52,102 shares; 2025Q2: 51,336 shares; 2025Q3: 67,625 shares; 2025Q4: 74,584 shares 74,584 $11.3M 0.01% +6,959 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,996 shares; 2025Q2: 57,695 shares; 2025Q3: 97,269 shares; 2025Q4: 125,187 shares 125,187 $11.3M 0.01% +27,918 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: 12,032 shares; 2025Q1: 12,014 shares; 2025Q2: 12,337 shares; 2025Q3: 15,421 shares; 2025Q4: 20,070 shares 20,070 $11.3M 0.01% +4,649 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: 228,469 shares; 2024Q4: 206,377 shares; 2025Q1: 229,680 shares; 2025Q2: 248,619 shares; 2025Q3: 261,733 shares; 2025Q4: 217,390 shares 217,390 $11.3M 0.01% -44,343 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,924 shares; 2024Q4: 167,925 shares; 2025Q1: 189,447 shares; 2025Q2: 213,696 shares; 2025Q3: 268,821 shares; 2025Q4: 133,918 shares 133,918 $11.2M 0.01% -134,903 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,732 shares; 2024Q4: 352,256 shares; 2025Q1: 351,352 shares; 2025Q2: 263,488 shares; 2025Q3: 276,909 shares; 2025Q4: 260,255 shares 260,255 $11.2M 0.01% -16,654 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: 3,735 shares; 2024Q4: 7,258 shares; 2025Q1: 18,607 shares; 2025Q2: 14,139 shares; 2025Q3: 27,552 shares; 2025Q4: 48,607 shares 48,607 $11.2M 0.01% +21,055 Timeline AFDM 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: 35,186 shares; 2024Q4: 51,388 shares; 2025Q1: 79,138 shares; 2025Q2: 93,760 shares; 2025Q3: 115,613 shares; 2025Q4: 138,746 shares 138,746 $11.2M 0.01% +23,133 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,562 shares; 2024Q4: 465,334 shares; 2025Q1: 396,763 shares; 2025Q2: 360,162 shares; 2025Q3: 346,785 shares; 2025Q4: 348,979 shares 348,979 $11.2M 0.01% +2,194 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,254 shares; 2024Q4: 279,693 shares; 2025Q1: 308,204 shares; 2025Q2: 310,564 shares; 2025Q3: 407,674 shares; 2025Q4: 445,092 shares 445,092 $11.1M 0.01% +37,418 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,162 shares; 2024Q4: 195,215 shares; 2025Q1: 232,650 shares; 2025Q2: 275,595 shares; 2025Q3: 286,518 shares; 2025Q4: 283,177 shares 283,177 $11.1M 0.01% -3,341 Timeline ONOF 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: 269,681 shares; 2024Q4: 279,811 shares; 2025Q1: 279,240 shares; 2025Q2: 274,288 shares; 2025Q3: 279,359 shares; 2025Q4: 293,739 shares 293,739 $11.1M 0.01% +14,380 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: 106,353 shares; 2024Q4: 81,528 shares; 2025Q1: 87,547 shares; 2025Q2: 96,244 shares; 2025Q3: 173,042 shares; 2025Q4: 184,108 shares 184,108 $11.1M 0.01% +11,066 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,079 shares; 2025Q1: 5,995 shares; 2025Q2: 7,139 shares; 2025Q3: 6,241 shares; 2025Q4: 6,513 shares 6,513 $11M 0.01% +272 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: 202,907 shares; 2025Q3: 240,022 shares; 2025Q4: 251,756 shares 251,756 $11M 0.01% +11,734 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,662 shares; 2024Q4: 57,583 shares; 2025Q1: 59,956 shares; 2025Q2: 59,481 shares; 2025Q3: 66,705 shares; 2025Q4: 67,821 shares 67,821 $11M 0.01% +1,116 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: 71,054 shares; 2024Q4: 55,684 shares; 2025Q1: 94,413 shares; 2025Q2: 96,774 shares; 2025Q3: 248,900 shares; 2025Q4: 262,311 shares 262,311 $11M 0.01% +13,411 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: 45,129 shares; 2024Q4: 44,076 shares; 2025Q1: 48,200 shares; 2025Q2: 78,510 shares; 2025Q3: 106,206 shares; 2025Q4: 105,643 shares 105,643 $10.9M 0.01% -563 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,815 shares; 2024Q4: 321,261 shares; 2025Q1: 569,677 shares; 2025Q2: 576,615 shares; 2025Q3: 608,039 shares; 2025Q4: 434,931 shares 434,931 $10.9M 0.01% -173,108 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,808 shares; 2024Q4: 58,308 shares; 2025Q1: 188,855 shares; 2025Q2: 186,280 shares; 2025Q3: 186,352 shares; 2025Q4: 182,515 shares 182,515 $10.9M 0.01% -3,837 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,470 shares; 2024Q4: 251,864 shares; 2025Q1: 418,075 shares; 2025Q2: 498,833 shares; 2025Q3: 556,410 shares; 2025Q4: 547,607 shares 547,607 $10.9M 0.01% -8,803 Timeline SCHC 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: 321,053 shares; 2024Q4: 278,419 shares; 2025Q1: 220,249 shares; 2025Q2: 213,204 shares; 2025Q3: 229,389 shares; 2025Q4: 238,985 shares 238,985 $10.9M 0.01% +9,596 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,633 shares; 2024Q4: 197,762 shares; 2025Q1: 200,877 shares; 2025Q2: 408,453 shares; 2025Q3: 291,173 shares; 2025Q4: 263,448 shares 263,448 $10.9M 0.01% -27,725 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,035 shares; 2024Q4: 466,607 shares; 2025Q1: 472,908 shares; 2025Q2: 533,193 shares; 2025Q3: 595,239 shares; 2025Q4: 603,908 shares 603,908 $10.9M 0.01% +8,669 Timeline NULG 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: 68,697 shares; 2024Q4: 64,819 shares; 2025Q1: 81,354 shares; 2025Q2: 92,081 shares; 2025Q3: 86,955 shares; 2025Q4: 110,917 shares 110,917 $10.8M 0.01% +23,962 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,674 shares; 2024Q4: 232,749 shares; 2025Q1: 300,641 shares; 2025Q2: 332,060 shares; 2025Q3: 422,218 shares; 2025Q4: 505,289 shares 505,289 $10.8M 0.01% +83,071 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: 72,257 shares; 2024Q4: 67,950 shares; 2025Q1: 49,359 shares; 2025Q2: 46,844 shares; 2025Q3: 66,373 shares; 2025Q4: 75,182 shares 75,182 $10.8M 0.01% +8,809 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,593 shares; 2024Q4: 94,043 shares; 2025Q1: 127,293 shares; 2025Q2: 149,041 shares; 2025Q3: 167,857 shares; 2025Q4: 216,893 shares 216,893 $10.8M 0.01% +49,036 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,266 shares; 2024Q4: 315,678 shares; 2025Q1: 316,280 shares; 2025Q2: 322,938 shares; 2025Q3: 305,635 shares; 2025Q4: 260,256 shares 260,256 $10.8M 0.01% -45,379 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,651 shares; 2024Q4: 112,038 shares; 2025Q1: 143,411 shares; 2025Q2: 173,440 shares; 2025Q3: 200,922 shares; 2025Q4: 199,664 shares 199,664 $10.7M 0.01% -1,258 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,159 shares; 2024Q4: 250,037 shares; 2025Q1: 326,475 shares; 2025Q2: 296,511 shares; 2025Q3: 325,759 shares; 2025Q4: 324,374 shares 324,374 $10.7M 0.01% -1,385 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: 145,539 shares; 2024Q4: 162,113 shares; 2025Q1: 168,184 shares; 2025Q2: 187,629 shares; 2025Q3: 224,060 shares; 2025Q4: 200,517 shares 200,517 $10.7M 0.01% -23,543 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,758 shares; 2024Q4: 244,318 shares; 2025Q1: 245,788 shares; 2025Q2: 260,063 shares; 2025Q3: 320,024 shares; 2025Q4: 319,248 shares 319,248 $10.7M 0.01% -776 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: 178,650 shares; 2024Q4: 169,836 shares; 2025Q1: 189,083 shares; 2025Q2: 187,870 shares; 2025Q3: 194,725 shares; 2025Q4: 185,654 shares 185,654 $10.7M 0.01% -9,071 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: 78,608 shares; 2024Q4: 79,920 shares; 2025Q1: 79,017 shares; 2025Q2: 73,928 shares; 2025Q3: 142,253 shares; 2025Q4: 139,170 shares 139,170 $10.7M 0.01% -3,083 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159,532 shares; 2025Q2: 161,095 shares; 2025Q3: 164,148 shares; 2025Q4: 169,181 shares 169,181 $10.7M 0.01% +5,033 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,958 shares; 2024Q4: 34,913 shares; 2025Q1: 39,592 shares; 2025Q2: 45,142 shares; 2025Q3: 97,112 shares; 2025Q4: 192,970 shares 192,970 $10.7M 0.01% +95,858 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: 55,313 shares; 2024Q4: 47,952 shares; 2025Q1: 62,036 shares; 2025Q2: 60,193 shares; 2025Q3: 70,579 shares; 2025Q4: 70,781 shares 70,781 $10.6M 0.01% +202 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: 20,291 shares; 2024Q4: 20,443 shares; 2025Q1: 27,713 shares; 2025Q2: 30,351 shares; 2025Q3: 50,031 shares; 2025Q4: 51,499 shares 51,499 $10.6M 0.01% +1,468 Timeline FLGV 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: 53,052 shares; 2024Q4: 78,768 shares; 2025Q1: 286,060 shares; 2025Q2: 308,850 shares; 2025Q3: 345,634 shares; 2025Q4: 516,521 shares 516,521 $10.6M 0.01% +170,887 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: 320,345 shares; 2024Q4: 279,781 shares; 2025Q1: 259,023 shares; 2025Q2: 283,808 shares; 2025Q3: 285,978 shares; 2025Q4: 267,334 shares 267,334 $10.6M 0.01% -18,644 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,053 shares; 2024Q4: 103,459 shares; 2025Q1: 175,043 shares; 2025Q2: 194,041 shares; 2025Q3: 236,133 shares; 2025Q4: 286,692 shares 286,692 $10.6M 0.01% +50,559 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: 44,799 shares; 2024Q4: 228,069 shares; 2025Q1: 233,784 shares; 2025Q2: 220,754 shares; 2025Q3: 303,241 shares; 2025Q4: 412,484 shares 412,484 $10.6M 0.01% +109,243 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: 471,702 shares; 2024Q4: 435,875 shares; 2025Q1: 407,829 shares; 2025Q2: 383,165 shares; 2025Q3: 390,636 shares; 2025Q4: 366,363 shares 366,363 $10.6M 0.01% -24,273 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: 38,777 shares; 2024Q4: 41,298 shares; 2025Q1: 56,999 shares; 2025Q2: 69,925 shares; 2025Q3: 92,131 shares; 2025Q4: 94,362 shares 94,362 $10.6M 0.01% +2,231 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,593 shares; 2024Q4: 72,567 shares; 2025Q1: 72,100 shares; 2025Q2: 70,535 shares; 2025Q3: 206,077 shares; 2025Q4: 269,048 shares 269,048 $10.5M 0.01% +62,971 Timeline