PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,552 shares; 2025Q4: 9,359 shares 9,359 $908K 0.02% +4,807 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,161 shares; 2025Q3: 11,938 shares; 2025Q4: 12,866 shares 12,866 $898K 0.02% +928 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,823 shares; 2025Q1: 6,884 shares; 2025Q2: 7,699 shares; 2025Q3: 7,011 shares; 2025Q4: 10,659 shares 10,659 $897K 0.02% +3,648 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,043 shares; 2025Q2: 9,559 shares; 2025Q3: 14,496 shares; 2025Q4: 16,445 shares 16,445 $891K 0.02% +1,949 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 13,940 shares; 2025Q1: 14,072 shares; 2025Q2: 13,891 shares; 2025Q3: 13,921 shares; 2025Q4: 14,321 shares 14,321 $889K 0.02% +400 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,157 shares; 2025Q4: 31,981 shares 31,981 $888K 0.02% +6,824 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: 6,970 shares; 2024Q4: 6,925 shares; 2025Q1: 7,663 shares; 2025Q2: 6,088 shares; 2025Q3: 6,076 shares; 2025Q4: 6,104 shares 6,104 $885K 0.02% +28 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: 6,818 shares; 2024Q4: 6,863 shares; 2025Q1: 6,869 shares; 2025Q2: 6,891 shares; 2025Q3: 6,912 shares; 2025Q4: 6,943 shares 6,943 $880K 0.02% +31 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,192 shares; 2025Q1: 3,109 shares; 2025Q2: 3,368 shares; 2025Q3: 4,006 shares; 2025Q4: 6,012 shares 6,012 $877K 0.02% +2,006 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,229 shares; 2024Q4: 14,517 shares; 2025Q1: 15,225 shares; 2025Q2: 15,281 shares; 2025Q3: 15,317 shares; 2025Q4: 13,821 shares 13,821 $876K 0.02% -1,496 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,016 shares; 2024Q4: 11,106 shares; 2025Q1: 11,166 shares; 2025Q2: 11,222 shares; 2025Q3: 11,438 shares; 2025Q4: 11,564 shares 11,564 $872K 0.02% +126 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,578 shares; 2025Q1: 8,715 shares; 2025Q2: 18,300 shares; 2025Q3: 22,197 shares; 2025Q4: 32,143 shares 32,143 $871K 0.02% +9,946 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 5,176 shares; 2025Q3: 6,685 shares; 2025Q4: 7,405 shares 7,405 $871K 0.02% +720 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,481 shares; 2025Q4: 7,913 shares 7,913 $867K 0.02% +432 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,704 shares; 2024Q4: 24,510 shares; 2025Q1: 22,025 shares; 2025Q2: 22,598 shares; 2025Q3: 21,574 shares; 2025Q4: 21,279 shares 21,279 $867K 0.02% -295 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 3,061 shares; 2025Q4: 7,417 shares 7,417 $867K 0.02% +4,356 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,542 shares; 2025Q1: not reported; 2025Q2: 5,269 shares; 2025Q3: 7,888 shares; 2025Q4: 8,426 shares 8,426 $859K 0.02% +538 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,097 shares; 2025Q4: 16,166 shares 16,166 $849K 0.02% +69 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 21,260 shares; 2025Q1: 21,260 shares; 2025Q2: 21,260 shares; 2025Q3: 21,260 shares; 2025Q4: 21,260 shares 21,260 $845K 0.02% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 5,385 shares; 2025Q1: 5,780 shares; 2025Q2: 6,110 shares; 2025Q3: 10,033 shares; 2025Q4: 11,052 shares 11,052 $841K 0.02% +1,019 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,168 shares; 2024Q4: 6,182 shares; 2025Q1: 8,945 shares; 2025Q2: 8,957 shares; 2025Q3: 8,866 shares; 2025Q4: 9,811 shares 9,811 $839K 0.02% +945 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,353 shares; 2025Q1: 2,921 shares; 2025Q2: 6,067 shares; 2025Q3: 6,352 shares; 2025Q4: 8,200 shares 8,200 $837K 0.02% +1,848 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,449 shares; 2025Q4: 3,222 shares 3,222 $836K 0.02% +1,773 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,723 shares; 2025Q3: 11,565 shares; 2025Q4: 12,437 shares 12,437 $834K 0.02% +872 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,016 shares; 2025Q1: 1,274 shares; 2025Q2: 1,204 shares; 2025Q3: 1,413 shares; 2025Q4: 2,338 shares 2,338 $828K 0.02% +925 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 5,225 shares; 2025Q1: 3,571 shares; 2025Q2: 3,732 shares; 2025Q3: 3,062 shares; 2025Q4: 3,498 shares 3,498 $823K 0.02% +436 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 542 shares; 2025Q1: 569 shares; 2025Q2: 613 shares; 2025Q3: 603 shares; 2025Q4: 885 shares 885 $821K 0.02% +282 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: 421 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 663 shares; 2025Q3: 589 shares; 2025Q4: 1,638 shares 1,638 $813K 0.02% +1,049 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: 4,752 shares; 2024Q4: 4,767 shares; 2025Q1: 4,767 shares; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,585 shares 5,585 $811K 0.02% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,407 shares; 2025Q1: 9,715 shares; 2025Q2: 9,163 shares; 2025Q3: 9,431 shares; 2025Q4: 9,252 shares 9,252 $810K 0.02% -179 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 5,252 shares; 2025Q1: 7,387 shares; 2025Q2: 8,487 shares; 2025Q3: 10,950 shares; 2025Q4: 13,702 shares 13,702 $810K 0.02% +2,752 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 7,252 shares; 2025Q3: 16,730 shares; 2025Q4: 28,333 shares 28,333 $809K 0.02% +11,603 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,683 shares; 2025Q1: not reported; 2025Q2: 5,308 shares; 2025Q3: 9,469 shares; 2025Q4: 8,823 shares 8,823 $808K 0.02% -646 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,940 shares; 2025Q2: 5,114 shares; 2025Q3: 5,630 shares; 2025Q4: 8,031 shares 8,031 $808K 0.02% +2,401 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,072 shares; 2025Q2: 16,230 shares; 2025Q3: 15,038 shares; 2025Q4: 15,788 shares 15,788 $807K 0.02% +750 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,354 shares; 2025Q1: 2,661 shares; 2025Q2: 3,070 shares; 2025Q3: 3,115 shares; 2025Q4: 4,144 shares 4,144 $801K 0.02% +1,029 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 8,755 shares; 2025Q1: 8,898 shares; 2025Q2: 8,884 shares; 2025Q3: 9,635 shares; 2025Q4: 10,483 shares 10,483 $799K 0.02% +848 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,657 shares; 2025Q3: 4,202 shares; 2025Q4: 8,396 shares 8,396 $798K 0.02% +4,194 Timeline FOXA FOX CORP More: the full row for FOX 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: 6,153 shares; 2025Q3: 10,221 shares; 2025Q4: 10,899 shares 10,899 $794K 0.02% +678 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 511 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 3,420 shares 3,420 $793K 0.02% +1,847 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,845 shares; 2024Q4: 23,712 shares; 2025Q1: 23,387 shares; 2025Q2: 22,171 shares; 2025Q3: 22,210 shares; 2025Q4: 22,264 shares 22,264 $789K 0.02% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,647 shares; 2025Q3: 4,057 shares; 2025Q4: 6,132 shares 6,132 $789K 0.02% +2,075 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 2,309 shares; 2025Q4: 2,269 shares 2,269 $785K 0.02% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,258 shares 1,258 $784K 0.02% new 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: 3,545 shares; 2024Q4: not reported; 2025Q1: 3,885 shares; 2025Q2: 5,200 shares; 2025Q3: 8,055 shares; 2025Q4: 7,510 shares 7,510 $780K 0.02% -545 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 813 shares; 2025Q1: 802 shares; 2025Q2: 708 shares; 2025Q3: 738 shares; 2025Q4: 630 shares 630 $780K 0.02% -108 JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 9,157 shares; 2025Q3: 12,612 shares; 2025Q4: 16,248 shares 16,248 $779K 0.02% +3,636 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,587 shares; 2025Q1: 2,786 shares; 2025Q2: 4,123 shares; 2025Q3: 2,685 shares; 2025Q4: 4,146 shares 4,146 $777K 0.02% +1,461 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,175 shares; 2024Q4: 116,044 shares; 2025Q1: 116,565 shares; 2025Q2: 163,766 shares; 2025Q3: 164,037 shares; 2025Q4: 166,541 shares 166,541 $776K 0.02% +2,504 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,261 shares; 2024Q4: 10,212 shares; 2025Q1: 9,641 shares; 2025Q2: 11,070 shares; 2025Q3: 12,850 shares; 2025Q4: 7,567 shares 7,567 $774K 0.02% -5,283 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,592 shares; 2025Q1: 6,625 shares; 2025Q2: 7,479 shares; 2025Q3: 8,692 shares; 2025Q4: 9,159 shares 9,159 $766K 0.02% +467 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,432 shares; 2025Q4: 1,820 shares 1,820 $762K 0.02% +388 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: 1,156 shares; 2024Q4: 1,851 shares; 2025Q1: 1,704 shares; 2025Q2: 1,783 shares; 2025Q3: 1,997 shares; 2025Q4: 4,159 shares 4,159 $762K 0.02% +2,162 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 8,243 shares; 2025Q1: 9,389 shares; 2025Q2: 11,532 shares; 2025Q3: 14,287 shares; 2025Q4: 17,239 shares 17,239 $761K 0.02% +2,952 Timeline VTWG 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: 2,978 shares; 2024Q4: 2,982 shares; 2025Q1: 2,984 shares; 2025Q2: 2,989 shares; 2025Q3: 2,991 shares; 2025Q4: 2,998 shares 2,998 $759K 0.02% +7 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,686 shares; 2025Q2: 11,878 shares; 2025Q3: 14,581 shares; 2025Q4: 7,978 shares 7,978 $757K 0.02% -6,603 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares; 2025Q4: 14,792 shares 14,792 $752K 0.02% +9,079 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: 4,071 shares; 2024Q4: 4,105 shares; 2025Q1: 5,896 shares; 2025Q2: 6,837 shares; 2025Q3: 8,356 shares; 2025Q4: 6,517 shares 6,517 $752K 0.02% -1,839 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: 3,720 shares; 2024Q4: 4,178 shares; 2025Q1: 3,983 shares; 2025Q2: 4,274 shares; 2025Q3: 3,994 shares; 2025Q4: 4,011 shares 4,011 $750K 0.02% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,320 shares; 2025Q4: 7,693 shares 7,693 $750K 0.02% +2,373 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 11,669 shares; 2025Q3: 22,276 shares; 2025Q4: 17,732 shares 17,732 $749K 0.02% -4,544 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,704 shares; 2025Q4: 12,493 shares 12,493 $749K 0.02% +4,789 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,298 shares; 2025Q2: 1,751 shares; 2025Q3: 1,863 shares; 2025Q4: 1,872 shares 1,872 $749K 0.02% +9 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 1,301 shares; 2025Q4: 2,109 shares 2,109 $748K 0.02% +808 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,343 shares; 2025Q1: 3,386 shares; 2025Q2: 3,055 shares; 2025Q3: 3,161 shares; 2025Q4: 3,812 shares 3,812 $746K 0.02% +651 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 10,640 shares; 2025Q1: 12,865 shares; 2025Q2: 14,096 shares; 2025Q3: 15,294 shares; 2025Q4: 12,264 shares 12,264 $745K 0.02% -3,030 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,589 shares; 2024Q4: 107,589 shares; 2025Q1: 107,590 shares; 2025Q2: 107,589 shares; 2025Q3: 107,589 shares; 2025Q4: 107,589 shares 107,589 $742K 0.02% 0 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: 5,585 shares; 2024Q4: 6,318 shares; 2025Q1: 8,434 shares; 2025Q2: 7,678 shares; 2025Q3: 9,875 shares; 2025Q4: 7,159 shares 7,159 $732K 0.02% -2,716 Timeline VGIT 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: 8,450 shares; 2024Q4: 7,790 shares; 2025Q1: 7,870 shares; 2025Q2: 7,161 shares; 2025Q3: 12,186 shares; 2025Q4: 12,237 shares 12,237 $732K 0.02% +51 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,836 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,566 shares; 2025Q4: 5,359 shares 5,359 $730K 0.02% +1,793 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: 992 shares; 2024Q4: 1,016 shares; 2025Q1: 971 shares; 2025Q2: 1,455 shares; 2025Q3: 2,660 shares; 2025Q4: 2,682 shares 2,682 $724K 0.02% +22 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,897 shares; 2025Q3: 14,787 shares; 2025Q4: 15,175 shares 15,175 $724K 0.02% +388 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: not reported; 2024Q4: 1,971 shares; 2025Q1: 1,989 shares; 2025Q2: 2,314 shares; 2025Q3: 2,741 shares; 2025Q4: 2,969 shares 2,969 $722K 0.02% +228 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: 4,895 shares; 2024Q4: 9,078 shares; 2025Q1: 8,568 shares; 2025Q2: 14,671 shares; 2025Q3: 16,877 shares; 2025Q4: 16,440 shares 16,440 $722K 0.02% -437 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,454 shares; 2025Q3: 18,018 shares; 2025Q4: 19,506 shares 19,506 $721K 0.02% +1,488 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,202 shares 7,202 $720K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,264 shares; 2025Q2: 2,269 shares; 2025Q3: 2,275 shares; 2025Q4: 2,282 shares 2,282 $714K 0.02% +7 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: 5,733 shares; 2025Q4: 6,688 shares 6,688 $710K 0.02% +955 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,669 shares; 2025Q4: 3,305 shares 3,305 $709K 0.02% +636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,281 shares; 2025Q3: 16,496 shares; 2025Q4: 23,644 shares 23,644 $709K 0.02% +7,148 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,289 shares; 2025Q3: 6,381 shares; 2025Q4: 6,410 shares 6,410 $707K 0.02% +29 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,577 shares; 2025Q3: 5,168 shares; 2025Q4: 7,958 shares 7,958 $706K 0.02% +2,790 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,487 shares 1,487 $705K 0.02% +147 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,667 shares; 2025Q2: 14,467 shares; 2025Q3: 14,476 shares; 2025Q4: 14,476 shares 14,476 $703K 0.02% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 8,709 shares; 2025Q4: 11,555 shares 11,555 $702K 0.02% +2,846 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 3,319 shares; 2025Q1: 2,930 shares; 2025Q2: 2,327 shares; 2025Q3: 2,743 shares; 2025Q4: 3,834 shares 3,834 $702K 0.02% +1,091 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: not reported; 2024Q4: not reported; 2025Q1: 3,245 shares; 2025Q2: 4,146 shares; 2025Q3: 9,063 shares; 2025Q4: 10,080 shares 10,080 $701K 0.02% +1,017 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: 4,798 shares; 2024Q4: 7,436 shares; 2025Q1: 6,434 shares; 2025Q2: 7,958 shares; 2025Q3: 9,549 shares; 2025Q4: 12,372 shares 12,372 $700K 0.02% +2,823 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: not reported; 2024Q4: 2,909 shares; 2025Q1: 5,329 shares; 2025Q2: 6,312 shares; 2025Q3: 6,339 shares; 2025Q4: 6,166 shares 6,166 $700K 0.02% -173 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,156 shares; 2025Q1: not reported; 2025Q2: 7,297 shares; 2025Q3: 8,967 shares; 2025Q4: 15,762 shares 15,762 $698K 0.02% +6,795 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR 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: 7,423 shares; 2025Q3: 11,048 shares; 2025Q4: 12,135 shares 12,135 $697K 0.02% +1,087 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: not reported; 2024Q4: not reported; 2025Q1: 760 shares; 2025Q2: 641 shares; 2025Q3: 1,330 shares; 2025Q4: 1,883 shares 1,883 $695K 0.02% +553 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 21,254 shares; 2025Q1: 19,828 shares; 2025Q2: 16,303 shares; 2025Q3: 15,074 shares; 2025Q4: 15,609 shares 15,609 $695K 0.02% +535 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: not reported; 2024Q4: not reported; 2025Q1: 2,526 shares; 2025Q2: 3,865 shares; 2025Q3: 6,016 shares; 2025Q4: 5,540 shares 5,540 $693K 0.02% -476 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,486 shares; 2025Q2: 1,643 shares; 2025Q3: 3,283 shares; 2025Q4: 3,355 shares 3,355 $686K 0.02% +72 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,383 shares; 2025Q1: 2,085 shares; 2025Q2: 2,561 shares; 2025Q3: 2,984 shares; 2025Q4: 3,661 shares 3,661 $685K 0.02% +677 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 345 shares; 2025Q1: 459 shares; 2025Q2: 491 shares; 2025Q3: 519 shares; 2025Q4: 744 shares 744 $684K 0.02% +225 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,397 shares; 2025Q3: 15,773 shares; 2025Q4: 14,401 shares 14,401 $683K 0.02% -1,372 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,021 shares; 2025Q2: 5,418 shares; 2025Q3: 6,124 shares; 2025Q4: 7,338 shares 7,338 $679K 0.02% +1,214 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH 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: 1,166 shares; 2025Q2: 1,652 shares; 2025Q3: 3,008 shares; 2025Q4: 3,308 shares 3,308 $678K 0.02% +300 Timeline BJAN 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: 12,186 shares; 2024Q4: 12,186 shares; 2025Q1: 12,186 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,186 shares 12,186 $677K 0.02% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,852 shares; 2025Q1: 3,814 shares; 2025Q2: 8,933 shares; 2025Q3: 9,863 shares; 2025Q4: 9,114 shares 9,114 $676K 0.02% -749 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,066 shares; 2025Q4: 3,093 shares 3,093 $675K 0.02% +1,027 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,272 shares; 2025Q2: 3,525 shares; 2025Q3: 5,268 shares; 2025Q4: 5,351 shares 5,351 $675K 0.02% +83 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: 672 shares; 2024Q4: 663 shares; 2025Q1: 619 shares; 2025Q2: 884 shares; 2025Q3: 947 shares; 2025Q4: 972 shares 972 $674K 0.02% +25 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P 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: 5,053 shares; 2025Q4: 14,840 shares 14,840 $674K 0.02% +9,787 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: 4,584 shares; 2024Q4: 4,602 shares; 2025Q1: 4,705 shares; 2025Q2: 4,718 shares; 2025Q3: 4,589 shares; 2025Q4: 4,373 shares 4,373 $674K 0.02% -216 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: 19,708 shares; 2024Q4: 18,556 shares; 2025Q1: 15,577 shares; 2025Q2: 15,577 shares; 2025Q3: 14,224 shares; 2025Q4: 14,224 shares 14,224 $673K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 485 shares; 2025Q2: 636 shares; 2025Q3: 770 shares; 2025Q4: 967 shares 967 $671K 0.02% +197 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,996 shares; 2025Q2: 12,076 shares; 2025Q3: 12,129 shares; 2025Q4: 12,250 shares 12,250 $670K 0.02% +121 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,041 shares; 2025Q3: 7,180 shares; 2025Q4: 7,251 shares 7,251 $670K 0.02% +71 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 6,144 shares; 2025Q3: 8,699 shares; 2025Q4: 11,893 shares 11,893 $669K 0.02% +3,194 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,697 shares; 2025Q1: 5,358 shares; 2025Q2: 9,825 shares; 2025Q3: 9,610 shares; 2025Q4: 15,612 shares 15,612 $668K 0.02% +6,002 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,312 shares; 2025Q4: 3,891 shares 3,891 $667K 0.02% +2,579 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,606 shares; 2025Q1: 1,658 shares; 2025Q2: 2,350 shares; 2025Q3: 2,149 shares; 2025Q4: 2,572 shares 2,572 $664K 0.02% +423 Timeline PSLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,857 shares; 2025Q4: 19,966 shares 19,966 $663K 0.02% +6,109 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 741 shares; 2025Q2: 1,129 shares; 2025Q3: 1,410 shares; 2025Q4: 1,504 shares 1,504 $662K 0.02% +94 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 4,708 shares; 2025Q3: 7,822 shares; 2025Q4: 7,888 shares 7,888 $662K 0.02% +66 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,013 shares; 2024Q4: 62,371 shares; 2025Q1: 62,864 shares; 2025Q2: 63,124 shares; 2025Q3: 63,478 shares; 2025Q4: 63,750 shares 63,750 $660K 0.02% +272 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,747 shares; 2025Q1: 1,251 shares; 2025Q2: 1,598 shares; 2025Q3: 1,819 shares; 2025Q4: 2,017 shares 2,017 $660K 0.02% +198 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: 3,518 shares; 2024Q4: 3,479 shares; 2025Q1: 4,828 shares; 2025Q2: 4,902 shares; 2025Q3: 5,138 shares; 2025Q4: 4,789 shares 4,789 $659K 0.02% -349 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: 1,628 shares; 2024Q4: 2,250 shares; 2025Q1: 1,567 shares; 2025Q2: 1,807 shares; 2025Q3: 2,853 shares; 2025Q4: 3,258 shares 3,258 $657K 0.02% +405 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,413 shares; 2025Q2: 5,550 shares; 2025Q3: 6,410 shares; 2025Q4: 7,200 shares 7,200 $657K 0.02% +790 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares; 2025Q4: 4,942 shares 4,942 $656K 0.02% +1,947 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: 10,259 shares; 2025Q1: 10,290 shares; 2025Q2: 10,355 shares; 2025Q3: 10,457 shares; 2025Q4: 9,179 shares 9,179 $656K 0.02% -1,278 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,754 shares; 2025Q3: 3,287 shares; 2025Q4: 3,615 shares 3,615 $655K 0.02% +328 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 845 shares; 2025Q1: 979 shares; 2025Q2: 881 shares; 2025Q3: 1,000 shares; 2025Q4: 1,046 shares 1,046 $655K 0.02% +46 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: 8,175 shares; 2024Q4: 10,102 shares; 2025Q1: 9,254 shares; 2025Q2: 8,913 shares; 2025Q3: 9,363 shares; 2025Q4: 8,721 shares 8,721 $654K 0.02% -642 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 8,150 shares; 2025Q4: 8,400 shares 8,400 $652K 0.02% +250 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,164 shares; 2025Q1: 2,191 shares; 2025Q2: 2,519 shares; 2025Q3: 2,745 shares; 2025Q4: 2,943 shares 2,943 $650K 0.02% +198 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,190 shares; 2025Q1: 1,260 shares; 2025Q2: 2,007 shares; 2025Q3: 2,001 shares; 2025Q4: 2,012 shares 2,012 $649K 0.02% +11 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 1,228 shares; 2025Q1: 2,079 shares; 2025Q2: 3,722 shares; 2025Q3: 3,454 shares; 2025Q4: 5,211 shares 5,211 $648K 0.02% +1,757 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 6,568 shares; 2025Q1: 8,712 shares; 2025Q2: 7,582 shares; 2025Q3: 11,098 shares; 2025Q4: 15,613 shares 15,613 $646K 0.02% +4,515 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,883 shares; 2025Q1: 2,268 shares; 2025Q2: 2,657 shares; 2025Q3: 2,944 shares; 2025Q4: 2,806 shares 2,806 $646K 0.02% -138 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: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 417 shares 417 $644K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,022 shares; 2025Q1: not reported; 2025Q2: 1,836 shares; 2025Q3: 2,428 shares; 2025Q4: 2,106 shares 2,106 $643K 0.02% -322 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,823 shares; 2025Q4: 11,370 shares 11,370 $642K 0.02% +4,547 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,270 shares; 2025Q3: 12,423 shares; 2025Q4: 12,571 shares 12,571 $641K 0.02% +148 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: not reported; 2024Q4: not reported; 2025Q1: 16,450 shares; 2025Q2: 16,450 shares; 2025Q3: 14,450 shares; 2025Q4: 13,885 shares 13,885 $638K 0.02% -565 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,758 shares; 2025Q4: 2,453 shares 2,453 $637K 0.02% +695 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,569 shares; 2025Q3: 12,208 shares; 2025Q4: 18,743 shares 18,743 $636K 0.02% +6,535 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 3,632 shares; 2025Q3: 4,298 shares; 2025Q4: 4,689 shares 4,689 $633K 0.02% +391 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,054 shares; 2025Q1: 1,667 shares; 2025Q2: 1,675 shares; 2025Q3: 2,724 shares; 2025Q4: 3,349 shares 3,349 $631K 0.02% +625 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 11,610 shares; 2025Q1: 6,759 shares; 2025Q2: 6,721 shares; 2025Q3: 8,938 shares; 2025Q4: 7,670 shares 7,670 $631K 0.02% -1,268 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,997 shares; 2025Q1: 2,271 shares; 2025Q2: 2,231 shares; 2025Q3: 2,133 shares; 2025Q4: 2,147 shares 2,147 $627K 0.02% +14 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: not reported; 2025Q1: 4,466 shares; 2025Q2: 4,808 shares; 2025Q3: 8,488 shares; 2025Q4: 7,749 shares 7,749 $627K 0.02% -739 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,358 shares; 2025Q1: not reported; 2025Q2: 7,146 shares; 2025Q3: 8,797 shares; 2025Q4: 24,120 shares 24,120 $625K 0.02% +15,323 Timeline FFTY 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: 70,471 shares; 2024Q4: 53,154 shares; 2025Q1: 43,931 shares; 2025Q2: 38,149 shares; 2025Q3: 19,841 shares; 2025Q4: 16,319 shares 16,319 $624K 0.02% -3,522 Timeline ESGV 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: 4,611 shares; 2024Q4: 4,754 shares; 2025Q1: 5,037 shares; 2025Q2: 5,044 shares; 2025Q3: 5,119 shares; 2025Q4: 5,127 shares 5,127 $624K 0.02% +8 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 8,113 shares; 2025Q1: 8,162 shares; 2025Q2: 10,819 shares; 2025Q3: 11,818 shares; 2025Q4: 11,720 shares 11,720 $622K 0.02% -98 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: not reported; 2024Q4: not reported; 2025Q1: 1,957 shares; 2025Q2: 2,952 shares; 2025Q3: 4,705 shares; 2025Q4: 4,778 shares 4,778 $622K 0.02% +73 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,689 shares 6,689 $621K 0.02% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,461 shares; 2025Q2: 7,186 shares; 2025Q3: 11,698 shares; 2025Q4: 9,017 shares 9,017 $620K 0.02% -2,681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 1,665 shares; 2025Q4: 1,844 shares 1,844 $617K 0.02% +179 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: 3,624 shares; 2024Q4: 3,638 shares; 2025Q1: 7,851 shares; 2025Q2: 7,486 shares; 2025Q3: 8,150 shares; 2025Q4: 8,162 shares 8,162 $617K 0.02% +12 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: 3,823 shares; 2024Q4: 3,829 shares; 2025Q1: 3,803 shares; 2025Q2: 3,805 shares; 2025Q3: 3,808 shares; 2025Q4: 3,738 shares 3,738 $615K 0.02% -70 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,515 shares 4,515 $615K 0.02% +365 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,201 shares 18,201 $612K 0.02% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,880 shares; 2024Q4: 23,202 shares; 2025Q1: 23,301 shares; 2025Q2: 23,443 shares; 2025Q3: 23,612 shares; 2025Q4: 23,905 shares 23,905 $609K 0.02% +293 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,649 shares; 2025Q4: 19,558 shares 19,558 $608K 0.01% +7,909 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,146 shares; 2025Q2: 1,434 shares; 2025Q3: 3,447 shares; 2025Q4: 3,357 shares 3,357 $608K 0.01% -90 Timeline FNDB 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: 22,029 shares; 2024Q4: 22,029 shares; 2025Q1: 22,029 shares; 2025Q2: 22,029 shares; 2025Q3: 22,029 shares; 2025Q4: 22,029 shares 22,029 $608K 0.01% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,958 shares; 2025Q4: 4,733 shares 4,733 $607K 0.01% +2,775 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,671 shares 16,671 $606K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,389 shares; 2025Q3: 12,444 shares; 2025Q4: 21,189 shares 21,189 $605K 0.01% +8,745 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,317 shares; 2025Q4: 5,506 shares 5,506 $604K 0.01% +3,189 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,232 shares; 2024Q4: 87,232 shares; 2025Q1: 57,056 shares; 2025Q2: 57,056 shares; 2025Q3: 57,056 shares; 2025Q4: 57,056 shares 57,056 $603K 0.01% 0 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: not reported; 2024Q4: 5,459 shares; 2025Q1: 9,482 shares; 2025Q2: 11,811 shares; 2025Q3: 11,867 shares; 2025Q4: 11,924 shares 11,924 $602K 0.01% +57 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: 2,270 shares; 2024Q4: 2,374 shares; 2025Q1: 2,651 shares; 2025Q2: 2,951 shares; 2025Q3: 2,576 shares; 2025Q4: 3,469 shares 3,469 $600K 0.01% +893 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 3,202 shares 3,202 $600K 0.01% +721 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,064 shares; 2025Q3: 19,855 shares; 2025Q4: 22,817 shares 22,817 $599K 0.01% +2,962 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: not reported; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 2,259 shares; 2025Q3: 3,422 shares; 2025Q4: 4,412 shares 4,412 $599K 0.01% +990 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,385 shares; 2024Q4: 8,533 shares; 2025Q1: 11,199 shares; 2025Q2: 10,363 shares; 2025Q3: 11,033 shares; 2025Q4: 12,754 shares 12,754 $596K 0.01% +1,721 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,237 shares; 2025Q3: 2,867 shares; 2025Q4: 4,110 shares 4,110 $596K 0.01% +1,243 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 16,422 shares; 2025Q1: 16,320 shares; 2025Q2: 16,322 shares; 2025Q3: 16,151 shares; 2025Q4: 16,237 shares 16,237 $595K 0.01% +86 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,260 shares; 2025Q4: 4,102 shares 4,102 $594K 0.01% +1,842 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,908 shares 37,908 $593K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,714 shares; 2025Q3: 6,188 shares; 2025Q4: 6,031 shares 6,031 $591K 0.01% -157 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: 3,478 shares; 2024Q4: 3,396 shares; 2025Q1: 3,715 shares; 2025Q2: 5,252 shares; 2025Q3: 5,342 shares; 2025Q4: 6,316 shares 6,316 $591K 0.01% +974 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,859 shares; 2025Q1: 12,575 shares; 2025Q2: 12,575 shares; 2025Q3: 13,123 shares; 2025Q4: 12,314 shares 12,314 $590K 0.01% -809 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 800 shares; 2025Q4: 1,409 shares 1,409 $589K 0.01% +609 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,343 shares; 2024Q4: 58,926 shares; 2025Q1: 43,507 shares; 2025Q2: 42,531 shares; 2025Q3: 34,189 shares; 2025Q4: 33,114 shares 33,114 $588K 0.01% -1,075 Timeline WEBL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,089 shares; 2025Q1: 23,491 shares; 2025Q2: 23,421 shares; 2025Q3: 23,365 shares; 2025Q4: 23,365 shares 23,365 $585K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 946 shares; 2025Q1: 832 shares; 2025Q2: 920 shares; 2025Q3: 1,150 shares; 2025Q4: 2,787 shares 2,787 $584K 0.01% +1,637 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,216 shares; 2024Q4: 47,148 shares; 2025Q1: 57,061 shares; 2025Q2: 58,032 shares; 2025Q3: 52,090 shares; 2025Q4: 42,707 shares 42,707 $584K 0.01% -9,383 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: 10,636 shares; 2024Q4: 11,030 shares; 2025Q1: 11,107 shares; 2025Q2: 11,198 shares; 2025Q3: 10,910 shares; 2025Q4: 12,949 shares 12,949 $582K 0.01% +2,039 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: 13,149 shares; 2024Q4: 20,072 shares; 2025Q1: 14,842 shares; 2025Q2: 14,851 shares; 2025Q3: 14,220 shares; 2025Q4: 14,406 shares 14,406 $580K 0.01% +186 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,352 shares; 2025Q2: 3,537 shares; 2025Q3: 3,657 shares; 2025Q4: 3,795 shares 3,795 $580K 0.01% +138 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,431 shares; 2024Q4: 17,634 shares; 2025Q1: 17,718 shares; 2025Q2: 17,735 shares; 2025Q3: 20,081 shares; 2025Q4: 17,206 shares 17,206 $580K 0.01% -2,875 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 10,155 shares; 2025Q3: 18,120 shares; 2025Q4: 16,235 shares 16,235 $578K 0.01% -1,885 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,647 shares; 2025Q4: 23,629 shares 23,629 $576K 0.01% +6,982 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 1,603 shares; 2025Q4: 2,003 shares 2,003 $574K 0.01% +400 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: 7,346 shares; 2024Q4: not reported; 2025Q1: 8,714 shares; 2025Q2: 13,110 shares; 2025Q3: 15,800 shares; 2025Q4: 14,808 shares 14,808 $572K 0.01% -992 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,692 shares; 2024Q4: 7,702 shares; 2025Q1: 7,687 shares; 2025Q2: 7,728 shares; 2025Q3: 7,804 shares; 2025Q4: 7,795 shares 7,795 $568K 0.01% -9 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,928 shares; 2025Q2: 9,383 shares; 2025Q3: 10,436 shares; 2025Q4: 9,427 shares 9,427 $567K 0.01% -1,009 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,877 shares; 2025Q3: 2,767 shares; 2025Q4: 2,579 shares 2,579 $566K 0.01% -188 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,510 shares; 2025Q3: 13,899 shares; 2025Q4: 14,924 shares 14,924 $566K 0.01% +1,025 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: 239 shares; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 525 shares; 2025Q3: 558 shares; 2025Q4: 528 shares 528 $562K 0.01% -30 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: 784 shares; 2024Q4: 715 shares; 2025Q1: 587 shares; 2025Q2: 1,007 shares; 2025Q3: 989 shares; 2025Q4: 1,119 shares 1,119 $561K 0.01% +130 Timeline MCH MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,547 shares; 2025Q3: 18,844 shares; 2025Q4: 19,072 shares 19,072 $561K 0.01% +228 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 2,898 shares; 2025Q1: 2,468 shares; 2025Q2: 2,254 shares; 2025Q3: 2,487 shares; 2025Q4: 3,013 shares 3,013 $561K 0.01% +526 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,777 shares; 2025Q4: 7,757 shares 7,757 $561K 0.01% +2,980 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,448 shares; 2025Q4: 1,546 shares 1,546 $560K 0.01% +98 Timeline PSFJ 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: 18,940 shares; 2024Q4: 18,154 shares; 2025Q1: 18,154 shares; 2025Q2: 18,154 shares; 2025Q3: 16,746 shares; 2025Q4: 16,746 shares 16,746 $559K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,879 shares; 2025Q1: not reported; 2025Q2: 3,631 shares; 2025Q3: 4,361 shares; 2025Q4: 5,194 shares 5,194 $556K 0.01% +833 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: 6,262 shares; 2024Q4: 6,273 shares; 2025Q1: 6,068 shares; 2025Q2: 6,083 shares; 2025Q3: 6,156 shares; 2025Q4: 6,438 shares 6,438 $553K 0.01% +282 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 11,635 shares; 2025Q2: 11,635 shares; 2025Q3: 21,460 shares; 2025Q4: 21,574 shares 21,574 $550K 0.01% +114 Timeline EFG 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: 7,435 shares; 2024Q4: 7,371 shares; 2025Q1: 4,572 shares; 2025Q2: 4,581 shares; 2025Q3: 4,581 shares; 2025Q4: 4,597 shares 4,597 $549K 0.01% +16 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 2,950 shares; 2025Q4: 2,908 shares 2,908 $549K 0.01% -42 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: 12,132 shares; 2024Q4: 12,132 shares; 2025Q1: 12,132 shares; 2025Q2: 12,132 shares; 2025Q3: 12,132 shares; 2025Q4: 12,132 shares 12,132 $549K 0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,421 shares; 2025Q2: 23,152 shares; 2025Q3: 35,660 shares; 2025Q4: 37,111 shares 37,111 $547K 0.01% +1,451 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: 2,774 shares; 2024Q4: 2,785 shares; 2025Q1: 3,745 shares; 2025Q2: 4,525 shares; 2025Q3: 5,913 shares; 2025Q4: 7,205 shares 7,205 $546K 0.01% +1,292 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,475 shares; 2025Q1: not reported; 2025Q2: 27,583 shares; 2025Q3: 78,538 shares; 2025Q4: 67,953 shares 67,953 $546K 0.01% -10,585 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,728 shares; 2024Q4: 17,728 shares; 2025Q1: 16,778 shares; 2025Q2: 16,778 shares; 2025Q3: 16,778 shares; 2025Q4: 16,778 shares 16,778 $545K 0.01% 0 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,900 shares 21,900 $544K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,645 shares; 2025Q1: 3,165 shares; 2025Q2: 4,602 shares; 2025Q3: 4,614 shares; 2025Q4: 4,663 shares 4,663 $544K 0.01% +49 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,349 shares; 2025Q4: 6,459 shares 6,459 $542K 0.01% +2,110 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: 1,664 shares; 2024Q4: 1,930 shares; 2025Q1: 2,012 shares; 2025Q2: 2,275 shares; 2025Q3: 1,913 shares; 2025Q4: 1,949 shares 1,949 $541K 0.01% +36 Timeline BSEP 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: 17,216 shares; 2024Q4: 17,216 shares; 2025Q1: 13,946 shares; 2025Q2: 12,015 shares; 2025Q3: 12,015 shares; 2025Q4: 10,872 shares 10,872 $540K 0.01% -1,143 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 2,479 shares; 2025Q2: 2,889 shares; 2025Q3: 3,738 shares; 2025Q4: 4,180 shares 4,180 $536K 0.01% +442 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,647 shares; 2025Q2: 4,650 shares; 2025Q3: 5,712 shares; 2025Q4: 6,598 shares 6,598 $536K 0.01% +886 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,502 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,633 shares; 2025Q4: 5,633 shares 5,633 $536K 0.01% 0 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: 25,690 shares; 2024Q4: 29,046 shares; 2025Q1: 29,689 shares; 2025Q2: 27,137 shares; 2025Q3: 27,543 shares; 2025Q4: 26,717 shares 26,717 $536K 0.01% -826 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION 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: 20,552 shares; 2025Q4: 22,450 shares 22,450 $535K 0.01% +1,898 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares 6,450 $535K 0.01% 0 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: 2,918 shares; 2024Q4: 2,939 shares; 2025Q1: 3,008 shares; 2025Q2: 3,031 shares; 2025Q3: 3,031 shares; 2025Q4: 2,828 shares 2,828 $534K 0.01% -203 Timeline FYT 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: 9,368 shares; 2024Q4: 9,532 shares; 2025Q1: 9,390 shares; 2025Q2: 8,522 shares; 2025Q3: 8,690 shares; 2025Q4: 8,766 shares 8,766 $531K 0.01% +76 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 11,612 shares; 2025Q1: 12,187 shares; 2025Q2: 12,249 shares; 2025Q3: 12,345 shares; 2025Q4: 6,543 shares 6,543 $531K 0.01% -5,802 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,643 shares 6,643 $530K 0.01% new Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR 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: 47,284 shares; 2025Q2: 47,284 shares; 2025Q3: 47,784 shares; 2025Q4: 47,784 shares 47,784 $529K 0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,396 shares; 2025Q3: 1,778 shares; 2025Q4: 1,442 shares 1,442 $528K 0.01% -336 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: 2,518 shares; 2024Q4: 2,633 shares; 2025Q1: 2,925 shares; 2025Q2: 4,886 shares; 2025Q3: 7,034 shares; 2025Q4: 4,254 shares 4,254 $528K 0.01% -2,780 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,508 shares; 2025Q1: 1,531 shares; 2025Q2: 2,005 shares; 2025Q3: 3,769 shares; 2025Q4: 7,770 shares 7,770 $525K 0.01% +4,001 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: 22,321 shares; 2024Q4: 22,166 shares; 2025Q1: 16,890 shares; 2025Q2: 12,486 shares; 2025Q3: 12,486 shares; 2025Q4: 12,135 shares 12,135 $525K 0.01% -351 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,965 shares; 2025Q1: 2,739 shares; 2025Q2: 4,027 shares; 2025Q3: 4,290 shares; 2025Q4: 2,527 shares 2,527 $524K 0.01% -1,763 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,347 shares; 2025Q1: 9,762 shares; 2025Q2: 9,765 shares; 2025Q3: 10,780 shares; 2025Q4: 10,783 shares 10,783 $523K 0.01% +3 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,268 shares; 2025Q3: 8,671 shares; 2025Q4: 7,646 shares 7,646 $521K 0.01% -1,025 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,678 shares; 2025Q3: 3,022 shares; 2025Q4: 2,720 shares 2,720 $520K 0.01% -302 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 2,578 shares; 2025Q3: 3,841 shares; 2025Q4: 4,821 shares 4,821 $520K 0.01% +980 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,402 shares; 2025Q4: 8,910 shares 8,910 $520K 0.01% +4,508 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,867 shares; 2025Q2: 17,433 shares; 2025Q3: 5,438 shares; 2025Q4: 5,438 shares 5,438 $518K 0.01% 0 Timeline NEAR 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: 13,281 shares; 2024Q4: 13,892 shares; 2025Q1: 13,969 shares; 2025Q2: 16,461 shares; 2025Q3: 9,922 shares; 2025Q4: 10,104 shares 10,104 $517K 0.01% +182 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,562 shares; 2025Q4: 2,649 shares 2,649 $517K 0.01% +1,087 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 5,077 shares 5,077 $517K 0.01% +2,312 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,616 shares; 2025Q1: 3,448 shares; 2025Q2: 3,460 shares; 2025Q3: 3,083 shares; 2025Q4: 3,376 shares 3,376 $516K 0.01% +293 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,928 shares; 2025Q3: 5,296 shares; 2025Q4: 5,626 shares 5,626 $516K 0.01% +330 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,121 shares; 2025Q1: 12,755 shares; 2025Q2: 32,544 shares; 2025Q3: 28,354 shares; 2025Q4: 28,724 shares 28,724 $514K 0.01% +370 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,655 shares; 2025Q4: 12,210 shares 12,210 $514K 0.01% +6,555 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: not reported; 2024Q4: not reported; 2025Q1: 3,762 shares; 2025Q2: 3,925 shares; 2025Q3: 4,050 shares; 2025Q4: 4,150 shares 4,150 $512K 0.01% +100 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,457 shares; 2024Q4: 18,705 shares; 2025Q1: 26,170 shares; 2025Q2: 13,527 shares; 2025Q3: 11,920 shares; 2025Q4: 10,564 shares 10,564 $512K 0.01% -1,356 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: not reported; 2024Q4: 19,399 shares; 2025Q1: 22,564 shares; 2025Q2: 22,864 shares; 2025Q3: 23,369 shares; 2025Q4: 23,012 shares 23,012 $511K 0.01% -357 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: 1,696 shares; 2024Q4: 1,665 shares; 2025Q1: 2,364 shares; 2025Q2: 2,930 shares; 2025Q3: 3,184 shares; 2025Q4: 3,318 shares 3,318 $508K 0.01% +134 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,394 shares; 2025Q3: 136,650 shares; 2025Q4: 157,611 shares 157,611 $508K 0.01% +20,961 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,086 shares; 2024Q4: 8,887 shares; 2025Q1: 8,911 shares; 2025Q2: 10,046 shares; 2025Q3: 9,562 shares; 2025Q4: 10,396 shares 10,396 $507K 0.01% +834 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 4,314 shares; 2025Q1: 3,853 shares; 2025Q2: 4,348 shares; 2025Q3: 5,000 shares; 2025Q4: 3,762 shares 3,762 $505K 0.01% -1,238 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 5,701 shares; 2025Q1: 5,422 shares; 2025Q2: 5,422 shares; 2025Q3: 9,902 shares; 2025Q4: 9,902 shares 9,902 $504K 0.01% 0 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: 6,111 shares; 2024Q4: 6,052 shares; 2025Q1: 6,052 shares; 2025Q2: 6,010 shares; 2025Q3: 6,126 shares; 2025Q4: 6,440 shares 6,440 $504K 0.01% +314 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: 8,314 shares; 2024Q4: 8,412 shares; 2025Q1: 7,223 shares; 2025Q2: 7,498 shares; 2025Q3: 7,421 shares; 2025Q4: 7,465 shares 7,465 $504K 0.01% +44 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 5,614 shares; 2025Q1: 3,875 shares; 2025Q2: 7,777 shares; 2025Q3: 5,615 shares; 2025Q4: 10,843 shares 10,843 $502K 0.01% +5,228 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 856 shares; 2025Q2: 1,457 shares; 2025Q3: 2,032 shares; 2025Q4: 1,972 shares 1,972 $501K 0.01% -60 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,041 shares; 2024Q4: 15,055 shares; 2025Q1: 15,069 shares; 2025Q2: 15,063 shares; 2025Q3: 15,076 shares; 2025Q4: 15,077 shares 15,077 $501K 0.01% +1 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,149 shares; 2025Q4: 8,034 shares 8,034 $501K 0.01% +3,885 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 431 shares; 2025Q1: 436 shares; 2025Q2: 395 shares; 2025Q3: 397 shares; 2025Q4: 399 shares 399 $498K 0.01% +2 XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,999 shares; 2025Q4: 41,634 shares 41,634 $498K 0.01% +13,635 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,068 shares; 2024Q4: 19,729 shares; 2025Q1: 15,609 shares; 2025Q2: 11,913 shares; 2025Q3: 7,580 shares; 2025Q4: 6,966 shares 6,966 $498K 0.01% -614 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,471 shares; 2025Q1: 1,586 shares; 2025Q2: 1,598 shares; 2025Q3: 2,217 shares; 2025Q4: 2,415 shares 2,415 $498K 0.01% +198 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 5,280 shares; 2025Q1: 6,172 shares; 2025Q2: 5,876 shares; 2025Q3: 6,043 shares; 2025Q4: 6,234 shares 6,234 $497K 0.01% +191 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: 16,872 shares; 2024Q4: 15,763 shares; 2025Q1: 15,348 shares; 2025Q2: 14,331 shares; 2025Q3: 14,076 shares; 2025Q4: 13,970 shares 13,970 $497K 0.01% -106 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: 6,234 shares; 2024Q4: 6,282 shares; 2025Q1: 6,330 shares; 2025Q2: 6,804 shares; 2025Q3: 8,026 shares; 2025Q4: 9,759 shares 9,759 $495K 0.01% +1,733 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,752 shares; 2025Q4: 10,055 shares 10,055 $494K 0.01% +303 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,007 shares; 2024Q4: 77,104 shares; 2025Q1: 78,491 shares; 2025Q2: 75,791 shares; 2025Q3: 61,762 shares; 2025Q4: 61,885 shares 61,885 $493K 0.01% +123 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,859 shares; 2025Q4: 8,561 shares 8,561 $491K 0.01% +3,702 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL 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: 10,683 shares; 2025Q3: 14,587 shares; 2025Q4: 14,234 shares 14,234 $490K 0.01% -353 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,388 shares 12,388 $490K 0.01% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,654 shares; 2024Q4: 8,654 shares; 2025Q1: 8,654 shares; 2025Q2: 8,654 shares; 2025Q3: 8,654 shares; 2025Q4: 8,654 shares 8,654 $490K 0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 1,558 shares; 2025Q2: 1,430 shares; 2025Q3: 2,547 shares; 2025Q4: 2,752 shares 2,752 $490K 0.01% +205 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,791 shares 7,791 $489K 0.01% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 12,612 shares; 2025Q2: 12,219 shares; 2025Q3: 12,201 shares; 2025Q4: 11,831 shares 11,831 $486K 0.01% -370 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 15,506 shares; 2025Q3: 18,799 shares; 2025Q4: 43,587 shares 43,587 $484K 0.01% +24,788 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 2,445 shares; 2025Q1: not reported; 2025Q2: 2,358 shares; 2025Q3: 2,724 shares; 2025Q4: 2,816 shares 2,816 $483K 0.01% +92 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,285 shares; 2024Q4: 14,560 shares; 2025Q1: 13,307 shares; 2025Q2: 12,369 shares; 2025Q3: 12,098 shares; 2025Q4: 12,026 shares 12,026 $483K 0.01% -72 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,508 shares; 2024Q4: 17,508 shares; 2025Q1: 11,073 shares; 2025Q2: 11,073 shares; 2025Q3: 11,072 shares; 2025Q4: 11,072 shares 11,072 $482K 0.01% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 1,111 shares; 2025Q4: 2,283 shares 2,283 $481K 0.01% +1,172 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: 11,060 shares; 2024Q4: 12,307 shares; 2025Q1: 12,773 shares; 2025Q2: 12,087 shares; 2025Q3: 12,296 shares; 2025Q4: 13,130 shares 13,130 $481K 0.01% +834 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,607 shares; 2024Q4: 8,659 shares; 2025Q1: 7,672 shares; 2025Q2: 7,321 shares; 2025Q3: 7,215 shares; 2025Q4: 7,884 shares 7,884 $481K 0.01% +669 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,599 shares; 2025Q2: 3,846 shares; 2025Q3: 8,638 shares; 2025Q4: 6,631 shares 6,631 $480K 0.01% -2,007 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 3,000 shares; 2025Q1: 3,008 shares; 2025Q2: 3,015 shares; 2025Q3: 3,020 shares; 2025Q4: 3,680 shares 3,680 $479K 0.01% +660 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,766 shares; 2025Q4: 2,134 shares 2,134 $478K 0.01% +368 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,437 shares; 2025Q3: 9,043 shares; 2025Q4: 5,320 shares 5,320 $478K 0.01% -3,723 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: 11,479 shares; 2024Q4: 8,300 shares; 2025Q1: 9,163 shares; 2025Q2: 9,923 shares; 2025Q3: 9,960 shares; 2025Q4: 10,237 shares 10,237 $477K 0.01% +277 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,409 shares; 2025Q1: not reported; 2025Q2: 3,261 shares; 2025Q3: 3,578 shares; 2025Q4: 4,263 shares 4,263 $475K 0.01% +685 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 8,111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,351 shares 21,351 $474K 0.01% new Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,257 shares; 2024Q4: 30,884 shares; 2025Q1: 29,295 shares; 2025Q2: 29,927 shares; 2025Q3: 30,599 shares; 2025Q4: 31,299 shares 31,299 $474K 0.01% +700 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: 46,247 shares; 2024Q4: 46,316 shares; 2025Q1: 46,545 shares; 2025Q2: 48,471 shares; 2025Q3: 56,589 shares; 2025Q4: 40,197 shares 40,197 $474K 0.01% -16,392 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,619 shares; 2025Q3: 7,788 shares; 2025Q4: 7,638 shares 7,638 $473K 0.01% -150 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,821 shares; 2025Q4: 8,860 shares 8,860 $473K 0.01% +2,039 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,241 shares; 2024Q4: 179,691 shares; 2025Q1: 190,070 shares; 2025Q2: 164,544 shares; 2025Q3: 102,793 shares; 2025Q4: 102,608 shares 102,608 $473K 0.01% -185 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares 1,006 $472K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,726 shares; 2025Q1: 2,598 shares; 2025Q2: 2,426 shares; 2025Q3: 2,427 shares; 2025Q4: 2,355 shares 2,355 $470K 0.01% -72 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,036 shares; 2025Q3: 25,776 shares; 2025Q4: 27,467 shares 27,467 $470K 0.01% +1,691 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,663 shares; 2025Q3: 5,930 shares; 2025Q4: 7,872 shares 7,872 $470K 0.01% +1,942 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,028 shares; 2025Q1: 2,573 shares; 2025Q2: 2,524 shares; 2025Q3: 2,737 shares; 2025Q4: 2,856 shares 2,856 $469K 0.01% +119 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,651 shares; 2024Q4: 6,119 shares; 2025Q1: 6,229 shares; 2025Q2: 7,800 shares; 2025Q3: 6,315 shares; 2025Q4: 6,233 shares 6,233 $469K 0.01% -82 Timeline UMAR 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: 11,649 shares; 2024Q4: 11,649 shares; 2025Q1: 11,649 shares; 2025Q2: 11,649 shares; 2025Q3: 11,649 shares; 2025Q4: 11,649 shares 11,649 $468K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,427 shares 6,427 $468K 0.01% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,154 shares 2,154 $468K 0.01% +405 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,472 shares; 2025Q4: 11,728 shares 11,728 $466K 0.01% -744 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,657 shares; 2024Q4: 8,117 shares; 2025Q1: 7,377 shares; 2025Q2: 8,322 shares; 2025Q3: 8,100 shares; 2025Q4: 7,707 shares 7,707 $466K 0.01% -393 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: 5,541 shares; 2024Q4: 4,592 shares; 2025Q1: 4,419 shares; 2025Q2: 4,810 shares; 2025Q3: 11,291 shares; 2025Q4: 10,437 shares 10,437 $465K 0.01% -854 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,889 shares 1,889 $464K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,615 shares 1,615 $463K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,648 shares; 2025Q3: 2,566 shares; 2025Q4: 3,274 shares 3,274 $462K 0.01% +708 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,076 shares; 2024Q4: 24,736 shares; 2025Q1: 24,923 shares; 2025Q2: 28,535 shares; 2025Q3: 28,873 shares; 2025Q4: 29,027 shares 29,027 $462K 0.01% +154 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 969 shares; 2025Q3: 1,025 shares; 2025Q4: 961 shares 961 $462K 0.01% -64 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 8,375 shares; 2025Q2: 12,728 shares; 2025Q3: 14,790 shares; 2025Q4: 18,167 shares 18,167 $462K 0.01% +3,377 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,033 shares; 2025Q4: 4,056 shares 4,056 $462K 0.01% +1,023 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: 4,823 shares; 2024Q4: 4,823 shares; 2025Q1: 4,823 shares; 2025Q2: 4,823 shares; 2025Q3: 4,823 shares; 2025Q4: 4,823 shares 4,823 $460K 0.01% 0 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,443 shares; 2024Q4: 58,932 shares; 2025Q1: 58,353 shares; 2025Q2: 58,638 shares; 2025Q3: 59,294 shares; 2025Q4: 57,793 shares 57,793 $459K 0.01% -1,501 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,099 shares; 2025Q1: 2,069 shares; 2025Q2: 3,033 shares; 2025Q3: 3,318 shares; 2025Q4: 3,363 shares 3,363 $459K 0.01% +45 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 1,035 shares; 2025Q1: 1,540 shares; 2025Q2: 1,403 shares; 2025Q3: 1,514 shares; 2025Q4: 1,527 shares 1,527 $458K 0.01% +13 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,665 shares; 2025Q3: 11,718 shares; 2025Q4: 16,049 shares 16,049 $458K 0.01% +4,331 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,180 shares; 2025Q4: 7,071 shares 7,071 $457K 0.01% +891 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO 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: 6,191 shares; 2025Q4: 7,274 shares 7,274 $457K 0.01% +1,083 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 451 shares; 2025Q1: 461 shares; 2025Q2: 460 shares; 2025Q3: 441 shares; 2025Q4: 1,310 shares 1,310 $455K 0.01% +869 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: 6,520 shares; 2025Q1: 3,470 shares; 2025Q2: 4,067 shares; 2025Q3: 3,855 shares; 2025Q4: 5,563 shares 5,563 $454K 0.01% +1,708 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 10,216 shares; 2025Q1: 9,415 shares; 2025Q2: 9,173 shares; 2025Q3: 9,173 shares; 2025Q4: 9,544 shares 9,544 $454K 0.01% +371 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,846 shares; 2025Q3: 1,655 shares; 2025Q4: 2,132 shares 2,132 $454K 0.01% +477 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares 4,050 $454K 0.01% new Timeline AMZA 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: not reported; 2024Q4: 10,136 shares; 2025Q1: 10,393 shares; 2025Q2: 10,533 shares; 2025Q3: 10,833 shares; 2025Q4: 10,991 shares 10,991 $454K 0.01% +158 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,681 shares 2,681 $452K 0.01% +377 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 8,264 shares; 2025Q3: 13,871 shares; 2025Q4: 15,047 shares 15,047 $451K 0.01% +1,176 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 1,995 shares; 2025Q1: 1,239 shares; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 1,392 shares 1,392 $449K 0.01% +655 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,235 shares; 2025Q1: 2,563 shares; 2025Q2: 3,403 shares; 2025Q3: 4,758 shares; 2025Q4: 4,431 shares 4,431 $449K 0.01% -327 Timeline NULV 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: 8,940 shares; 2024Q4: 9,098 shares; 2025Q1: 8,631 shares; 2025Q2: 9,051 shares; 2025Q3: 9,051 shares; 2025Q4: 9,601 shares 9,601 $448K 0.01% +550 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 864 shares; 2025Q4: 1,284 shares 1,284 $445K 0.01% +420 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: 1,938 shares 1,938 $444K 0.01% +421 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 825 shares; 2025Q1: 1,356 shares; 2025Q2: 2,711 shares; 2025Q3: 3,103 shares; 2025Q4: 2,549 shares 2,549 $444K 0.01% -554 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 826 shares; 2025Q1: 1,106 shares; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 2,304 shares 2,304 $440K 0.01% +774 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS 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: 9,548 shares; 2025Q3: 14,612 shares; 2025Q4: 15,317 shares 15,317 $439K 0.01% +705 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 913 shares; 2025Q1: 1,026 shares; 2025Q2: 1,006 shares; 2025Q3: 1,119 shares; 2025Q4: 1,295 shares 1,295 $439K 0.01% +176 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: 277 shares; 2024Q4: 283 shares; 2025Q1: 265 shares; 2025Q2: 355 shares; 2025Q3: 371 shares; 2025Q4: 554 shares 554 $439K 0.01% +183 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: 5,740 shares; 2024Q4: 5,887 shares; 2025Q1: 6,055 shares; 2025Q2: 6,914 shares; 2025Q3: 6,410 shares; 2025Q4: 7,644 shares 7,644 $438K 0.01% +1,234 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,545 shares 4,545 $437K 0.01% new 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: 12,316 shares; 2024Q4: 11,982 shares; 2025Q1: 11,062 shares; 2025Q2: 11,401 shares; 2025Q3: 11,648 shares; 2025Q4: 11,950 shares 11,950 $437K 0.01% +302 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: not reported; 2024Q4: not reported; 2025Q1: 5,784 shares; 2025Q2: 4,956 shares; 2025Q3: 4,649 shares; 2025Q4: 5,362 shares 5,362 $433K 0.01% +713 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,778 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,580 shares; 2025Q4: 8,763 shares 8,763 $432K 0.01% +4,183 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: not reported; 2025Q2: 1,078 shares; 2025Q3: 1,259 shares; 2025Q4: 1,222 shares 1,222 $432K 0.01% -37 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A 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: 14,096 shares 14,096 $431K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,904 shares; 2025Q3: 2,193 shares; 2025Q4: 1,909 shares 1,909 $430K 0.01% -284 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: not reported; 2024Q4: 10,452 shares; 2025Q1: 10,362 shares; 2025Q2: 10,589 shares; 2025Q3: 10,813 shares; 2025Q4: 10,582 shares 10,582 $430K 0.01% -231 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,981 shares; 2025Q2: 4,135 shares; 2025Q3: 7,217 shares; 2025Q4: 7,463 shares 7,463 $429K 0.01% +246 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,299 shares; 2025Q2: 2,560 shares; 2025Q3: 2,846 shares; 2025Q4: 1,609 shares 1,609 $429K 0.01% -1,237 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,490 shares; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: 1,628 shares; 2025Q4: 1,772 shares 1,772 $428K 0.01% +144 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: 2,062 shares; 2024Q4: 2,064 shares; 2025Q1: 2,066 shares; 2025Q2: 2,069 shares; 2025Q3: 2,071 shares; 2025Q4: 2,072 shares 2,072 $428K 0.01% +1 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: not reported; 2024Q4: 2,388 shares; 2025Q1: 2,495 shares; 2025Q2: 2,537 shares; 2025Q3: 2,654 shares; 2025Q4: 2,900 shares 2,900 $427K 0.01% +246 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,042 shares; 2025Q1: 4,115 shares; 2025Q2: 4,849 shares; 2025Q3: 5,898 shares; 2025Q4: 5,987 shares 5,987 $426K 0.01% +89 Timeline VFC V F CORP More: the full row for V F 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: 10,958 shares; 2025Q2: not reported; 2025Q3: 10,281 shares; 2025Q4: 21,565 shares 21,565 $426K 0.01% +11,284 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 14,107 shares; 2025Q2: 18,730 shares; 2025Q3: 26,664 shares; 2025Q4: 31,024 shares 31,024 $425K 0.01% +4,360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,679 shares; 2025Q3: 2,394 shares; 2025Q4: 2,297 shares 2,297 $424K 0.01% -97 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: 1,596 shares; 2024Q4: 1,600 shares; 2025Q1: 1,729 shares; 2025Q2: 1,928 shares; 2025Q3: 1,845 shares; 2025Q4: 1,939 shares 1,939 $423K 0.01% +94 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,710 shares; 2025Q2: 3,917 shares; 2025Q3: 3,815 shares; 2025Q4: 4,625 shares 4,625 $421K 0.01% +810 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,275 shares 16,275 $421K 0.01% new 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: 8,584 shares; 2024Q4: 8,603 shares; 2025Q1: 8,902 shares; 2025Q2: 9,055 shares; 2025Q3: 9,415 shares; 2025Q4: 9,669 shares 9,669 $420K 0.01% +254 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: 1,672 shares; 2025Q3: 3,528 shares; 2025Q4: 2,867 shares 2,867 $420K 0.01% -661 Timeline QXO QXO INC More: the full row for QXO 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: 11,721 shares; 2025Q3: 14,288 shares; 2025Q4: 17,544 shares 17,544 $419K 0.01% +3,256 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D 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: 4,489 shares 4,489 $419K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,936 shares; 2025Q1: 1,939 shares; 2025Q2: 2,416 shares; 2025Q3: 2,522 shares; 2025Q4: 2,616 shares 2,616 $417K 0.01% +94 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 5,270 shares; 2025Q1: 8,174 shares; 2025Q2: 7,576 shares; 2025Q3: 7,713 shares; 2025Q4: 8,395 shares 8,395 $416K 0.01% +682 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: 6,421 shares; 2024Q4: 6,516 shares; 2025Q1: 6,738 shares; 2025Q2: 6,721 shares; 2025Q3: 8,515 shares; 2025Q4: 5,327 shares 5,327 $415K 0.01% -3,188 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,534 shares; 2025Q4: 1,994 shares 1,994 $412K 0.01% +460 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES 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: 27,200 shares; 2025Q2: 26,916 shares; 2025Q3: 26,504 shares; 2025Q4: 26,502 shares 26,502 $411K 0.01% -2 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,783 shares; 2025Q4: 5,333 shares 5,333 $411K 0.01% +1,550 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,197 shares; 2025Q4: 12,938 shares 12,938 $410K 0.01% -3,259 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 6,621 shares; 2025Q1: 6,978 shares; 2025Q2: 9,286 shares; 2025Q3: 13,695 shares; 2025Q4: 11,209 shares 11,209 $410K 0.01% -2,486 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,265 shares 13,265 $409K 0.01% new Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,110 shares; 2025Q1: 31,145 shares; 2025Q2: 31,701 shares; 2025Q3: 32,556 shares; 2025Q4: 33,461 shares 33,461 $408K 0.01% +905 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 2,001 shares; 2025Q4: 1,600 shares 1,600 $406K 0.01% -401 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: 2,424 shares; 2024Q4: 2,529 shares; 2025Q1: 2,067 shares; 2025Q2: 2,347 shares; 2025Q3: 2,423 shares; 2025Q4: 2,343 shares 2,343 $406K 0.01% -80 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,802 shares; 2025Q3: 6,311 shares; 2025Q4: 6,417 shares 6,417 $406K 0.01% +106 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 807 shares; 2025Q1: 948 shares; 2025Q2: 1,124 shares; 2025Q3: 1,007 shares; 2025Q4: 867 shares 867 $406K 0.01% -140 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 6,050 shares; 2025Q3: 12,228 shares; 2025Q4: 9,945 shares 9,945 $406K 0.01% -2,283 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 7,805 shares; 2025Q1: 8,604 shares; 2025Q2: 8,420 shares; 2025Q3: 8,633 shares; 2025Q4: 8,664 shares 8,664 $406K 0.01% +31 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: 2,863 shares; 2024Q4: 1,944 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,665 shares; 2025Q4: 5,035 shares 5,035 $404K 0.01% +2,370 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,515 shares; 2025Q4: 4,365 shares 4,365 $404K 0.01% +850 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 2,615 shares; 2025Q4: 1,883 shares 1,883 $403K 0.01% -732 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: 92 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 143 shares; 2025Q3: 157 shares; 2025Q4: 109 shares 109 $403K 0.01% -48 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: 2,428 shares; 2024Q4: 2,628 shares; 2025Q1: 2,537 shares; 2025Q2: 2,337 shares; 2025Q3: 2,345 shares; 2025Q4: 2,327 shares 2,327 $403K 0.01% -18 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,723 shares; 2025Q4: 2,111 shares 2,111 $403K 0.01% +388 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,653 shares; 2025Q2: 4,693 shares; 2025Q3: 4,693 shares; 2025Q4: 4,835 shares 4,835 $401K 0.01% +142 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,495 shares 2,495 $399K 0.01% new 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: 6,586 shares; 2024Q4: 6,017 shares; 2025Q1: 5,457 shares; 2025Q2: 6,100 shares; 2025Q3: 6,084 shares; 2025Q4: 6,129 shares 6,129 $399K 0.01% +45 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,276 shares; 2025Q4: 5,278 shares 5,278 $396K 0.01% +1,002 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,315 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,650 shares; 2025Q4: 13,924 shares 13,924 $395K 0.01% +2,274 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 3,534 shares; 2025Q4: 2,563 shares 2,563 $395K 0.01% -971 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 3,088 shares 3,088 $393K 0.01% +1,169 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,156 shares; 2024Q4: 27,147 shares; 2025Q1: 13,198 shares; 2025Q2: 15,854 shares; 2025Q3: 12,250 shares; 2025Q4: 11,598 shares 11,598 $392K 0.01% -652 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 977 shares; 2025Q1: 866 shares; 2025Q2: 810 shares; 2025Q3: 823 shares; 2025Q4: 1,220 shares 1,220 $391K 0.01% +397 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,163 shares 9,163 $390K 0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,776 shares; 2025Q4: 10,325 shares 10,325 $389K 0.01% +1,549 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 10,157 shares; 2025Q1: 7,710 shares; 2025Q2: 7,710 shares; 2025Q3: 7,710 shares; 2025Q4: 7,710 shares 7,710 $389K 0.01% 0 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: 10,651 shares; 2024Q4: 10,515 shares; 2025Q1: 11,710 shares; 2025Q2: 11,304 shares; 2025Q3: 11,048 shares; 2025Q4: 10,721 shares 10,721 $388K 0.01% -327 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,149 shares; 2025Q1: 2,310 shares; 2025Q2: 2,737 shares; 2025Q3: 3,181 shares; 2025Q4: 3,674 shares 3,674 $388K 0.01% +493 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 2,120 shares 2,120 $387K 0.01% +426 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,665 shares; 2025Q3: 6,363 shares; 2025Q4: 5,269 shares 5,269 $386K 0.01% -1,094 Timeline XDSQ 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: 9,854 shares; 2024Q4: 9,132 shares; 2025Q1: 9,130 shares; 2025Q2: 9,128 shares; 2025Q3: 9,126 shares; 2025Q4: 9,125 shares 9,125 $384K 0.01% -1 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: 4,862 shares; 2024Q4: 4,948 shares; 2025Q1: 4,954 shares; 2025Q2: 4,962 shares; 2025Q3: 5,625 shares; 2025Q4: 5,696 shares 5,696 $381K 0.01% +71 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,590 shares; 2025Q4: 5,308 shares 5,308 $378K 0.01% +1,718 Timeline PSCT 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: 6,128 shares; 2025Q2: 6,128 shares; 2025Q3: 6,128 shares; 2025Q4: 6,128 shares 6,128 $377K 0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,053 shares 6,053 $377K 0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 6,180 shares; 2025Q4: 3,106 shares 3,106 $375K 0.01% -3,074 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: 7,279 shares; 2024Q4: 7,298 shares; 2025Q1: 7,311 shares; 2025Q2: 7,330 shares; 2025Q3: 7,347 shares; 2025Q4: 6,262 shares 6,262 $374K 0.01% -1,085 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: 7,199 shares; 2024Q4: 7,199 shares; 2025Q1: 9,122 shares; 2025Q2: 8,807 shares; 2025Q3: 8,517 shares; 2025Q4: 9,037 shares 9,037 $373K 0.01% +520 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,946 shares 17,946 $371K 0.01% new 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: 19,626 shares; 2024Q4: 17,176 shares; 2025Q1: 16,819 shares; 2025Q2: 17,859 shares; 2025Q3: 16,171 shares; 2025Q4: 20,411 shares 20,411 $371K 0.01% +4,240 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: not reported; 2024Q4: 6,775 shares; 2025Q1: 6,894 shares; 2025Q2: 7,023 shares; 2025Q3: 7,156 shares; 2025Q4: 7,300 shares 7,300 $370K 0.01% +144 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 657 shares; 2025Q1: 489 shares; 2025Q2: 835 shares; 2025Q3: 803 shares; 2025Q4: 626 shares 626 $369K 0.01% -177 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,741 shares; 2025Q1: not reported; 2025Q2: 1,834 shares; 2025Q3: 1,709 shares; 2025Q4: 2,175 shares 2,175 $369K 0.01% +466 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: 865 shares; 2024Q4: 748 shares; 2025Q1: 789 shares; 2025Q2: 1,142 shares; 2025Q3: 2,612 shares; 2025Q4: 1,306 shares 1,306 $369K 0.01% -1,306 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,078 shares; 2025Q2: 10,141 shares; 2025Q3: 16,615 shares; 2025Q4: 14,019 shares 14,019 $369K 0.01% -2,596 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,536 shares; 2024Q4: 12,925 shares; 2025Q1: 13,608 shares; 2025Q2: 15,135 shares; 2025Q3: 18,219 shares; 2025Q4: 25,103 shares 25,103 $368K 0.01% +6,884 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,438 shares; 2025Q1: 1,093 shares; 2025Q2: 1,260 shares; 2025Q3: 1,529 shares; 2025Q4: 1,459 shares 1,459 $368K 0.01% -70 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: 14,927 shares; 2024Q4: not reported; 2025Q1: 17,518 shares; 2025Q2: 21,533 shares; 2025Q3: 22,767 shares; 2025Q4: 27,064 shares 27,064 $367K 0.01% +4,297 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $366K 0.01% 0 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 19,333 shares; 2025Q1: 11,374 shares; 2025Q2: 11,374 shares; 2025Q3: 11,374 shares; 2025Q4: 11,374 shares 11,374 $365K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,503 shares; 2025Q1: 2,211 shares; 2025Q2: 2,230 shares; 2025Q3: 3,125 shares; 2025Q4: 3,411 shares 3,411 $365K 0.01% +286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares; 2025Q4: 2,424 shares 2,424 $365K 0.01% +152 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 2,052 shares; 2025Q2: 2,247 shares; 2025Q3: 2,300 shares; 2025Q4: 2,186 shares 2,186 $365K 0.01% -114 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,605 shares; 2025Q3: 5,070 shares; 2025Q4: 5,224 shares 5,224 $364K 0.01% +154 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,618 shares; 2025Q3: 2,279 shares; 2025Q4: 2,274 shares 2,274 $364K 0.01% -5 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,265 shares; 2025Q3: 30,957 shares; 2025Q4: 20,796 shares 20,796 $364K 0.01% -10,161 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 7,845 shares; 2025Q1: 7,277 shares; 2025Q2: 7,325 shares; 2025Q3: 7,347 shares; 2025Q4: 8,926 shares 8,926 $363K 0.01% +1,579 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,420 shares; 2025Q3: 9,330 shares; 2025Q4: 6,150 shares 6,150 $363K 0.01% -3,180 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,632 shares; 2025Q2: 7,634 shares; 2025Q3: 7,636 shares; 2025Q4: 7,638 shares 7,638 $361K 0.01% +2 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 5,916 shares; 2025Q4: 9,214 shares 9,214 $360K 0.01% +3,298 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,306 shares; 2025Q1: 1,875 shares; 2025Q2: 2,257 shares; 2025Q3: 1,867 shares; 2025Q4: 1,866 shares 1,866 $360K 0.01% -1 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE 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: 6,252 shares 6,252 $359K 0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,704 shares; 2024Q4: 15,811 shares; 2025Q1: 15,530 shares; 2025Q2: 18,772 shares; 2025Q3: 19,003 shares; 2025Q4: 19,260 shares 19,260 $359K 0.01% +257 Timeline IEX IDEX CORP More: the full row for IDEX 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: 1,438 shares; 2025Q3: 1,669 shares; 2025Q4: 1,831 shares 1,831 $358K 0.01% +162 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,098 shares; 2025Q4: 14,826 shares 14,826 $357K 0.01% +728 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: 7,376 shares; 2024Q4: 7,165 shares; 2025Q1: 8,575 shares; 2025Q2: 11,174 shares; 2025Q3: 8,191 shares; 2025Q4: 6,069 shares 6,069 $354K 0.01% -2,122 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,005 shares; 2025Q3: 4,489 shares; 2025Q4: 4,132 shares 4,132 $354K 0.01% -357 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,399 shares; 2025Q1: 6,772 shares; 2025Q2: 6,772 shares; 2025Q3: 6,772 shares; 2025Q4: 7,993 shares 7,993 $353K 0.01% +1,221 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: not reported; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,274 shares; 2025Q3: 2,767 shares; 2025Q4: 3,440 shares 3,440 $352K 0.01% +673 Timeline XJUL 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: 8,957 shares; 2024Q4: 8,957 shares; 2025Q1: 8,957 shares; 2025Q2: 8,957 shares; 2025Q3: 8,957 shares; 2025Q4: 8,957 shares 8,957 $352K 0.01% 0 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT 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: 10,995 shares 10,995 $352K 0.01% new 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: 3,628 shares; 2024Q4: 3,648 shares; 2025Q1: 3,665 shares; 2025Q2: 3,683 shares; 2025Q3: 3,700 shares; 2025Q4: 3,664 shares 3,664 $351K 0.01% -36 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,554 shares; 2024Q4: 25,867 shares; 2025Q1: 26,528 shares; 2025Q2: 26,872 shares; 2025Q3: 27,391 shares; 2025Q4: 27,941 shares 27,941 $351K 0.01% +550 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 444 shares; 2025Q1: 424 shares; 2025Q2: 467 shares; 2025Q3: 623 shares; 2025Q4: 535 shares 535 $348K 0.01% -88 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,939 shares; 2025Q2: 2,514 shares; 2025Q3: 2,693 shares; 2025Q4: 3,064 shares 3,064 $348K 0.01% +371 Timeline GSY 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: 14,563 shares; 2024Q4: 15,425 shares; 2025Q1: 13,670 shares; 2025Q2: 13,714 shares; 2025Q3: 6,069 shares; 2025Q4: 6,910 shares 6,910 $347K 0.01% +841 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,623 shares; 2025Q4: 4,161 shares 4,161 $346K 0.01% +538 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 8,177 shares; 2025Q1: 8,320 shares; 2025Q2: 7,159 shares; 2025Q3: 5,383 shares; 2025Q4: 5,390 shares 5,390 $344K 0.01% +7 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,014 shares; 2025Q2: 7,413 shares; 2025Q3: 6,833 shares; 2025Q4: 6,472 shares 6,472 $344K 0.01% -361 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,276 shares; 2025Q4: 18,567 shares 18,567 $344K 0.01% +7,291 Timeline PODD INSULET CORP More: the full row for INSULET 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: 769 shares; 2025Q3: 1,335 shares; 2025Q4: 1,262 shares 1,262 $343K 0.01% -73 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 7,813 shares; 2025Q1: not reported; 2025Q2: 6,137 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300 $342K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 2,633 shares; 2025Q3: 3,281 shares; 2025Q4: 3,709 shares 3,709 $342K 0.01% +428 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,687 shares; 2025Q1: 5,677 shares; 2025Q2: 5,677 shares; 2025Q3: 5,757 shares; 2025Q4: 5,765 shares 5,765 $342K 0.01% +8 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 19,515 shares; 2025Q1: 17,254 shares; 2025Q2: 17,593 shares; 2025Q3: 19,456 shares; 2025Q4: 18,253 shares 18,253 $340K 0.01% -1,203 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,729 shares; 2024Q4: 26,085 shares; 2025Q1: 26,583 shares; 2025Q2: 26,847 shares; 2025Q3: 28,151 shares; 2025Q4: 28,391 shares 28,391 $340K 0.01% +240 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: 18,849 shares; 2024Q4: 18,849 shares; 2025Q1: 15,432 shares; 2025Q2: 12,733 shares; 2025Q3: 9,002 shares; 2025Q4: 7,713 shares 7,713 $339K 0.01% -1,289 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 6,273 shares; 2025Q3: 6,216 shares; 2025Q4: 6,016 shares 6,016 $338K 0.01% -200 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,178 shares; 2024Q4: 25,655 shares; 2025Q1: 26,318 shares; 2025Q2: 26,670 shares; 2025Q3: 27,199 shares; 2025Q4: 27,715 shares 27,715 $338K 0.01% +516 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,592 shares; 2025Q4: 13,856 shares 13,856 $338K 0.01% -736 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: 11,609 shares; 2024Q4: 16,629 shares; 2025Q1: 16,067 shares; 2025Q2: 15,707 shares; 2025Q3: 16,435 shares; 2025Q4: 19,435 shares 19,435 $337K 0.01% +3,000 Timeline FNDF 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: not reported; 2024Q4: 6,361 shares; 2025Q1: 6,659 shares; 2025Q2: 6,485 shares; 2025Q3: 8,325 shares; 2025Q4: 7,013 shares 7,013 $337K 0.01% -1,312 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 1,994 shares 1,994 $336K 0.01% new 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: 9,102 shares; 2024Q4: 9,102 shares; 2025Q1: 9,102 shares; 2025Q2: 8,253 shares; 2025Q3: 8,085 shares; 2025Q4: 7,688 shares 7,688 $335K 0.01% -397 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares; 2025Q4: 3,559 shares 3,559 $334K 0.01% +444 Timeline VHT 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: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 843 shares; 2025Q3: 1,137 shares; 2025Q4: 1,140 shares 1,140 $334K 0.01% +3 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,308 shares 3,308 $331K 0.01% -239 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,879 shares 3,879 $331K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,364 shares; 2025Q2: 12,051 shares; 2025Q3: 10,830 shares; 2025Q4: 10,429 shares 10,429 $331K 0.01% -401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,967 shares; 2025Q3: 1,795 shares; 2025Q4: 1,816 shares 1,816 $330K 0.01% +21 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,325 shares; 2025Q3: 4,589 shares; 2025Q4: 4,639 shares 4,639 $330K 0.01% +50 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,951 shares; 2025Q3: 20,180 shares; 2025Q4: 24,435 shares 24,435 $329K 0.01% +4,255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,102 shares; 2025Q3: 4,563 shares; 2025Q4: 5,087 shares 5,087 $327K 0.01% +524 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: 1,024 shares; 2024Q4: 1,056 shares; 2025Q1: 1,151 shares; 2025Q2: 1,180 shares; 2025Q3: 1,377 shares; 2025Q4: 1,142 shares 1,142 $327K 0.01% -235 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,521 shares; 2025Q3: 1,747 shares; 2025Q4: 1,777 shares 1,777 $326K 0.01% +30 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: not reported; 2025Q1: 3,606 shares; 2025Q2: 5,008 shares; 2025Q3: not reported; 2025Q4: 4,745 shares 4,745 $326K 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,294 shares; 2025Q4: 3,418 shares 3,418 $325K 0.01% +124 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL 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: 2,116 shares 2,116 $324K 0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 585 shares; 2025Q3: 721 shares; 2025Q4: 663 shares 663 $324K 0.01% -58 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,974 shares; 2025Q3: 4,821 shares; 2025Q4: 6,457 shares 6,457 $323K 0.01% +1,636 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 4,469 shares 4,469 $322K 0.01% +2,234 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS 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: 3,480 shares; 2025Q2: not reported; 2025Q3: 2,555 shares; 2025Q4: 2,734 shares 2,734 $322K 0.01% +179 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 2,760 shares; 2025Q1: 2,769 shares; 2025Q2: 2,786 shares; 2025Q3: 2,764 shares; 2025Q4: 2,783 shares 2,783 $322K 0.01% +19 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,004 shares 3,004 $321K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares; 2025Q4: 1,501 shares 1,501 $321K 0.01% -58 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: 4,951 shares; 2024Q4: 4,805 shares; 2025Q1: 4,811 shares; 2025Q2: 4,818 shares; 2025Q3: 4,826 shares; 2025Q4: 4,835 shares 4,835 $320K 0.01% +9 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,193 shares 2,193 $318K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,361 shares; 2025Q4: 2,582 shares 2,582 $318K 0.01% +1,221 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: 3,908 shares; 2024Q4: 3,447 shares; 2025Q1: 1,990 shares; 2025Q2: 2,388 shares; 2025Q3: 2,069 shares; 2025Q4: 2,914 shares 2,914 $318K 0.01% +845 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,211 shares; 2025Q1: 3,741 shares; 2025Q2: 3,865 shares; 2025Q3: 4,160 shares; 2025Q4: 3,667 shares 3,667 $318K 0.01% -493 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,992 shares; 2025Q1: 2,997 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares 3,001 $318K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,735 shares; 2025Q3: 6,623 shares; 2025Q4: 6,088 shares 6,088 $317K 0.01% -535 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,275 shares; 2025Q1: 3,512 shares; 2025Q2: 3,514 shares; 2025Q3: 3,516 shares; 2025Q4: 3,531 shares 3,531 $317K 0.01% +15 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 1,953 shares 1,953 $317K 0.01% -584 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,710 shares; 2024Q4: 13,213 shares; 2025Q1: 14,052 shares; 2025Q2: 10,982 shares; 2025Q3: 10,909 shares; 2025Q4: 6,140 shares 6,140 $316K 0.01% -4,769 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,279 shares; 2024Q4: 8,279 shares; 2025Q1: 6,728 shares; 2025Q2: 6,417 shares; 2025Q3: 6,417 shares; 2025Q4: 6,417 shares 6,417 $316K 0.01% 0 Timeline