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: 2,935 shares; 2024Q4: 15,831 shares; 2025Q1: 41,992 shares; 2025Q2: 72,843 shares; 2025Q3: 136,730 shares; 2025Q4: 192,830 shares 192,830 $23.9M 0.03% +56,100 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,532 shares; 2024Q4: 423,737 shares; 2025Q1: 414,070 shares; 2025Q2: 752,222 shares; 2025Q3: 592,391 shares; 2025Q4: 583,044 shares 583,044 $23.9M 0.03% -9,347 Timeline SHY 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: 615,135 shares; 2024Q4: 588,530 shares; 2025Q1: 681,596 shares; 2025Q2: 664,211 shares; 2025Q3: 345,259 shares; 2025Q4: 288,041 shares 288,041 $23.9M 0.03% -57,218 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,810 shares; 2024Q4: 1,070,553 shares; 2025Q1: 1,096,421 shares; 2025Q2: 1,108,782 shares; 2025Q3: 1,103,057 shares; 2025Q4: 1,137,323 shares 1,137,323 $23.7M 0.03% +34,266 Timeline LQTI 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: 10,497 shares; 2025Q2: 517,000 shares; 2025Q3: 827,918 shares; 2025Q4: 1,174,736 shares 1,174,736 $23.6M 0.03% +346,818 Timeline FDEV 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: 774,776 shares; 2024Q4: 739,560 shares; 2025Q1: 741,119 shares; 2025Q2: 706,052 shares; 2025Q3: 670,969 shares; 2025Q4: 681,028 shares 681,028 $23.6M 0.03% +10,059 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,214 shares; 2024Q4: 42,518 shares; 2025Q1: 40,629 shares; 2025Q2: 39,104 shares; 2025Q3: 38,220 shares; 2025Q4: 35,503 shares 35,503 $23.5M 0.03% -2,717 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: 490,740 shares; 2024Q4: 522,941 shares; 2025Q1: 555,152 shares; 2025Q2: 608,877 shares; 2025Q3: 504,843 shares; 2025Q4: 541,401 shares 541,401 $23.4M 0.03% +36,558 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,616 shares; 2024Q4: 51,480 shares; 2025Q1: 51,833 shares; 2025Q2: 51,008 shares; 2025Q3: 48,457 shares; 2025Q4: 44,780 shares 44,780 $23.4M 0.03% -3,677 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,236 shares; 2024Q4: 393,784 shares; 2025Q1: 371,137 shares; 2025Q2: 359,303 shares; 2025Q3: 222,673 shares; 2025Q4: 205,414 shares 205,414 $23.4M 0.03% -17,259 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: 203,510 shares; 2024Q4: 253,467 shares; 2025Q1: 214,596 shares; 2025Q2: 199,413 shares; 2025Q3: 178,522 shares; 2025Q4: 168,386 shares 168,386 $23.2M 0.03% -10,136 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,398 shares; 2024Q4: 80,829 shares; 2025Q1: 85,909 shares; 2025Q2: 79,946 shares; 2025Q3: 83,713 shares; 2025Q4: 74,189 shares 74,189 $23.2M 0.03% -9,524 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: 878,840 shares; 2024Q4: 972,593 shares; 2025Q1: 1,579,894 shares; 2025Q2: 1,455,105 shares; 2025Q3: 1,279,858 shares; 2025Q4: 1,305,185 shares 1,305,185 $23.1M 0.03% +25,327 Timeline BUFD 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: 795,752 shares; 2024Q4: 902,396 shares; 2025Q1: 1,013,961 shares; 2025Q2: 767,257 shares; 2025Q3: 765,069 shares; 2025Q4: 805,431 shares 805,431 $22.7M 0.03% +40,362 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,282 shares; 2024Q4: 326,888 shares; 2025Q1: 370,786 shares; 2025Q2: 383,892 shares; 2025Q3: 386,449 shares; 2025Q4: 410,370 shares 410,370 $22.7M 0.03% +23,921 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,372 shares; 2024Q4: 72,775 shares; 2025Q1: 74,542 shares; 2025Q2: 77,213 shares; 2025Q3: 76,730 shares; 2025Q4: 75,868 shares 75,868 $22.6M 0.03% -862 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876,695 shares; 2024Q4: 849,407 shares; 2025Q1: 906,791 shares; 2025Q2: 960,965 shares; 2025Q3: 940,778 shares; 2025Q4: 1,010,842 shares 1,010,842 $22.5M 0.03% +70,064 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,999 shares; 2024Q4: 241,942 shares; 2025Q1: 241,683 shares; 2025Q2: 241,942 shares; 2025Q3: 252,425 shares; 2025Q4: 252,152 shares 252,152 $22.5M 0.03% -273 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: 2,474,034 shares; 2024Q4: 2,170,537 shares; 2025Q1: 2,182,868 shares; 2025Q2: 2,070,589 shares; 2025Q3: 1,828,587 shares; 2025Q4: 1,712,119 shares 1,712,119 $22.5M 0.03% -116,468 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,933 shares; 2024Q4: 400,390 shares; 2025Q1: 418,549 shares; 2025Q2: 816,641 shares; 2025Q3: 906,690 shares; 2025Q4: 903,130 shares 903,130 $22.4M 0.03% -3,560 Timeline COWG 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: 86,536 shares; 2024Q4: 148,679 shares; 2025Q1: 367,606 shares; 2025Q2: 678,031 shares; 2025Q3: 820,645 shares; 2025Q4: 629,591 shares 629,591 $22.2M 0.03% -191,054 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,940 shares; 2024Q4: 351,299 shares; 2025Q1: 413,697 shares; 2025Q2: 434,242 shares; 2025Q3: 386,060 shares; 2025Q4: 437,600 shares 437,600 $22.1M 0.03% +51,540 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,003 shares; 2024Q4: 135,427 shares; 2025Q1: 134,676 shares; 2025Q2: 135,647 shares; 2025Q3: 130,149 shares; 2025Q4: 129,777 shares 129,777 $21.8M 0.03% -372 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,494 shares; 2024Q4: 157,131 shares; 2025Q1: 166,838 shares; 2025Q2: 154,276 shares; 2025Q3: 142,604 shares; 2025Q4: 134,195 shares 134,195 $21.8M 0.03% -8,409 Timeline FCOM 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: 304,775 shares; 2024Q4: 280,445 shares; 2025Q1: 252,502 shares; 2025Q2: 265,779 shares; 2025Q3: 295,874 shares; 2025Q4: 297,696 shares 297,696 $21.8M 0.03% +1,822 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,207 shares; 2024Q4: 68,495 shares; 2025Q1: 112,858 shares; 2025Q2: 186,803 shares; 2025Q3: 193,747 shares; 2025Q4: 232,007 shares 232,007 $21.8M 0.03% +38,260 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: 608,176 shares; 2024Q4: 577,562 shares; 2025Q1: 565,990 shares; 2025Q2: 678,963 shares; 2025Q3: 668,047 shares; 2025Q4: 626,941 shares 626,941 $21.8M 0.03% -41,106 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: 144,992 shares; 2024Q4: 150,109 shares; 2025Q1: 172,761 shares; 2025Q2: 171,854 shares; 2025Q3: 162,418 shares; 2025Q4: 172,517 shares 172,517 $21.7M 0.03% +10,099 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,473 shares; 2024Q4: 631,301 shares; 2025Q1: 639,780 shares; 2025Q2: 676,805 shares; 2025Q3: 553,157 shares; 2025Q4: 637,920 shares 637,920 $21.7M 0.03% +84,763 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,867 shares; 2024Q4: 518,150 shares; 2025Q1: 508,599 shares; 2025Q2: 410,150 shares; 2025Q3: 577,045 shares; 2025Q4: 551,334 shares 551,334 $21.6M 0.03% -25,711 Timeline DFSV 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: 838,747 shares; 2024Q4: 854,227 shares; 2025Q1: 898,166 shares; 2025Q2: 778,332 shares; 2025Q3: 544,973 shares; 2025Q4: 655,965 shares 655,965 $21.6M 0.03% +110,992 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: 272,789 shares; 2024Q4: 358,717 shares; 2025Q1: 379,082 shares; 2025Q2: 405,533 shares; 2025Q3: 409,490 shares; 2025Q4: 421,896 shares 421,896 $21.5M 0.03% +12,406 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,775 shares; 2024Q4: 681,401 shares; 2025Q1: 657,323 shares; 2025Q2: 594,956 shares; 2025Q3: 602,903 shares; 2025Q4: 628,229 shares 628,229 $21.5M 0.03% +25,326 Timeline BUFQ 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: 795,612 shares; 2024Q4: 868,701 shares; 2025Q1: 853,658 shares; 2025Q2: 474,299 shares; 2025Q3: 568,067 shares; 2025Q4: 597,848 shares 597,848 $21.4M 0.03% +29,781 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: 218,026 shares; 2024Q4: 186,515 shares; 2025Q1: 184,526 shares; 2025Q2: 177,455 shares; 2025Q3: 157,765 shares; 2025Q4: 156,511 shares 156,511 $21.4M 0.03% -1,254 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,629 shares; 2024Q4: 461,529 shares; 2025Q1: 403,670 shares; 2025Q2: 482,525 shares; 2025Q3: 420,303 shares; 2025Q4: 359,751 shares 359,751 $21.3M 0.03% -60,552 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,926 shares; 2024Q4: 248,068 shares; 2025Q1: 246,762 shares; 2025Q2: 252,292 shares; 2025Q3: 252,313 shares; 2025Q4: 303,431 shares 303,431 $21.2M 0.03% +51,118 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,234 shares; 2024Q4: 479,032 shares; 2025Q1: 494,353 shares; 2025Q2: 503,948 shares; 2025Q3: 473,395 shares; 2025Q4: 468,959 shares 468,959 $21.1M 0.03% -4,436 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,324 shares; 2024Q4: 192,433 shares; 2025Q1: 207,843 shares; 2025Q2: 200,548 shares; 2025Q3: 191,873 shares; 2025Q4: 228,725 shares 228,725 $21M 0.03% +36,852 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,285 shares; 2024Q4: 585,088 shares; 2025Q1: 462,491 shares; 2025Q2: 460,929 shares; 2025Q3: 563,104 shares; 2025Q4: 542,393 shares 542,393 $21M 0.03% -20,711 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,011 shares; 2024Q4: 460,893 shares; 2025Q1: 524,193 shares; 2025Q2: 889,678 shares; 2025Q3: 525,251 shares; 2025Q4: 565,907 shares 565,907 $20.9M 0.03% +40,656 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: 53,101 shares; 2024Q4: 62,095 shares; 2025Q1: 64,033 shares; 2025Q2: 35,290 shares; 2025Q3: 72,113 shares; 2025Q4: 73,375 shares 73,375 $20.9M 0.03% +1,262 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317,992 shares 317,992 $20.8M 0.03% new Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,993 shares; 2024Q4: 171,488 shares; 2025Q1: 168,432 shares; 2025Q2: 173,628 shares; 2025Q3: 168,345 shares; 2025Q4: 196,614 shares 196,614 $20.8M 0.03% +28,269 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,153 shares; 2024Q4: 148,578 shares; 2025Q1: 152,811 shares; 2025Q2: 171,083 shares; 2025Q3: 181,551 shares; 2025Q4: 205,871 shares 205,871 $20.8M 0.03% +24,320 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,231 shares; 2024Q4: 474,693 shares; 2025Q1: 462,939 shares; 2025Q2: 446,141 shares; 2025Q3: 408,026 shares; 2025Q4: 496,549 shares 496,549 $20.7M 0.03% +88,523 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,211 shares; 2025Q1: 129,293 shares; 2025Q2: 343,855 shares; 2025Q3: 467,546 shares; 2025Q4: 655,790 shares 655,790 $20.7M 0.03% +188,244 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,545 shares; 2024Q4: 648,939 shares; 2025Q1: 1,045,626 shares; 2025Q2: 1,094,412 shares; 2025Q3: 908,155 shares; 2025Q4: 965,562 shares 965,562 $20.7M 0.03% +57,407 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 1,456,410 shares 1,456,410 $20.6M 0.03% new Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,944 shares; 2024Q4: 815,920 shares; 2025Q1: 835,210 shares; 2025Q2: 832,782 shares; 2025Q3: 954,723 shares; 2025Q4: 802,869 shares 802,869 $20.6M 0.03% -151,854 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,719 shares; 2024Q4: 266,842 shares; 2025Q1: 287,619 shares; 2025Q2: 287,621 shares; 2025Q3: 299,033 shares; 2025Q4: 448,226 shares 448,226 $20.6M 0.03% +149,193 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,800 shares; 2024Q4: 624,260 shares; 2025Q1: 637,639 shares; 2025Q2: 571,374 shares; 2025Q3: 723,252 shares; 2025Q4: 535,200 shares 535,200 $20.5M 0.03% -188,052 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,554 shares; 2024Q4: 433,085 shares; 2025Q1: 447,801 shares; 2025Q2: 461,269 shares; 2025Q3: 464,794 shares; 2025Q4: 496,382 shares 496,382 $20.4M 0.03% +31,588 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,030 shares; 2024Q4: 44,222 shares; 2025Q1: 48,148 shares; 2025Q2: 53,892 shares; 2025Q3: 58,538 shares; 2025Q4: 53,081 shares 53,081 $20.3M 0.03% -5,457 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,240 shares; 2024Q4: 152,430 shares; 2025Q1: 137,359 shares; 2025Q2: 123,514 shares; 2025Q3: 123,360 shares; 2025Q4: 166,136 shares 166,136 $20.3M 0.03% +42,776 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: 211,861 shares; 2024Q4: 227,915 shares; 2025Q1: 253,364 shares; 2025Q2: 237,347 shares; 2025Q3: 229,554 shares; 2025Q4: 212,307 shares 212,307 $20.2M 0.03% -17,247 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,147 shares; 2024Q4: 349,569 shares; 2025Q1: 362,714 shares; 2025Q2: 336,716 shares; 2025Q3: 345,346 shares; 2025Q4: 374,081 shares 374,081 $20.2M 0.03% +28,735 Timeline GARP 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: 68,504 shares; 2024Q4: 125,229 shares; 2025Q1: 195,222 shares; 2025Q2: 270,069 shares; 2025Q3: 324,041 shares; 2025Q4: 296,793 shares 296,793 $20.2M 0.03% -27,248 Timeline KNG 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: 828,641 shares; 2024Q4: 925,220 shares; 2025Q1: 1,034,132 shares; 2025Q2: 1,063,178 shares; 2025Q3: 435,442 shares; 2025Q4: 408,694 shares 408,694 $20.1M 0.03% -26,748 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: 86,376 shares; 2024Q4: 86,757 shares; 2025Q1: 97,669 shares; 2025Q2: 88,189 shares; 2025Q3: 80,637 shares; 2025Q4: 72,905 shares 72,905 $20.1M 0.03% -7,732 Timeline MDYG 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: 106,055 shares; 2024Q4: 234,922 shares; 2025Q1: 234,426 shares; 2025Q2: 232,927 shares; 2025Q3: 221,155 shares; 2025Q4: 216,664 shares 216,664 $20M 0.03% -4,491 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,744 shares; 2024Q4: 38,378 shares; 2025Q1: 78,320 shares; 2025Q2: 81,433 shares; 2025Q3: 97,103 shares; 2025Q4: 97,070 shares 97,070 $20M 0.03% -33 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: 306,049 shares; 2024Q4: 301,699 shares; 2025Q1: 298,763 shares; 2025Q2: 287,713 shares; 2025Q3: 280,852 shares; 2025Q4: 270,539 shares 270,539 $19.9M 0.03% -10,313 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: 426,372 shares; 2024Q4: 420,216 shares; 2025Q1: 452,844 shares; 2025Q2: 454,459 shares; 2025Q3: 438,923 shares; 2025Q4: 427,843 shares 427,843 $19.9M 0.03% -11,080 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 150,745 shares; 2025Q1: 150,889 shares; 2025Q2: 154,478 shares; 2025Q3: 106,604 shares; 2025Q4: 97,017 shares 97,017 $19.9M 0.03% -9,587 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,476 shares; 2024Q4: 410,091 shares; 2025Q1: 435,448 shares; 2025Q2: 422,155 shares; 2025Q3: 386,485 shares; 2025Q4: 403,858 shares 403,858 $19.9M 0.03% +17,373 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: 151,224 shares; 2024Q4: 165,211 shares; 2025Q1: 173,181 shares; 2025Q2: 201,001 shares; 2025Q3: 164,210 shares; 2025Q4: 148,753 shares 148,753 $19.9M 0.03% -15,457 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303,539 shares 303,539 $19.9M 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,713 shares; 2024Q4: 67,357 shares; 2025Q1: 79,569 shares; 2025Q2: 75,629 shares; 2025Q3: 71,823 shares; 2025Q4: 72,651 shares 72,651 $19.8M 0.03% +828 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: 79,319 shares; 2024Q4: 76,210 shares; 2025Q1: 88,235 shares; 2025Q2: 79,794 shares; 2025Q3: 76,953 shares; 2025Q4: 86,950 shares 86,950 $19.8M 0.03% +9,997 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,403 shares; 2024Q4: 552,530 shares; 2025Q1: 567,171 shares; 2025Q2: 567,595 shares; 2025Q3: 577,457 shares; 2025Q4: 594,715 shares 594,715 $19.7M 0.03% +17,258 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,868 shares; 2024Q4: 61,432 shares; 2025Q1: 325,050 shares; 2025Q2: 344,708 shares; 2025Q3: 383,523 shares; 2025Q4: 467,460 shares 467,460 $19.7M 0.03% +83,937 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,518 shares; 2024Q4: 299,468 shares; 2025Q1: 294,113 shares; 2025Q2: 191,924 shares; 2025Q3: 193,201 shares; 2025Q4: 176,827 shares 176,827 $19.6M 0.03% -16,374 Timeline IBTJ 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: 557,475 shares; 2024Q4: 588,407 shares; 2025Q1: 637,870 shares; 2025Q2: 648,479 shares; 2025Q3: 614,165 shares; 2025Q4: 891,589 shares 891,589 $19.6M 0.03% +277,424 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,435 shares; 2024Q4: 28,024 shares; 2025Q1: 32,281 shares; 2025Q2: 28,010 shares; 2025Q3: 66,636 shares; 2025Q4: 105,675 shares 105,675 $19.5M 0.03% +39,039 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,908 shares; 2024Q4: 142,307 shares; 2025Q1: 143,051 shares; 2025Q2: 140,625 shares; 2025Q3: 122,544 shares; 2025Q4: 111,006 shares 111,006 $19.5M 0.03% -11,538 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479,595 shares; 2025Q3: 447,336 shares; 2025Q4: 446,806 shares 446,806 $19.5M 0.03% -530 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,259 shares; 2024Q4: 119,700 shares; 2025Q1: 123,280 shares; 2025Q2: 92,120 shares; 2025Q3: 82,423 shares; 2025Q4: 74,084 shares 74,084 $19.4M 0.03% -8,339 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,590 shares; 2024Q4: 322,483 shares; 2025Q1: 350,979 shares; 2025Q2: 291,220 shares; 2025Q3: 330,524 shares; 2025Q4: 312,108 shares 312,108 $19.4M 0.03% -18,416 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,122 shares; 2024Q4: 446,194 shares; 2025Q1: 489,575 shares; 2025Q2: 509,049 shares; 2025Q3: 508,238 shares; 2025Q4: 530,176 shares 530,176 $19.4M 0.03% +21,938 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,385 shares; 2024Q4: 186,327 shares; 2025Q1: 344,930 shares; 2025Q2: 525,775 shares; 2025Q3: 598,566 shares; 2025Q4: 758,527 shares 758,527 $19.3M 0.03% +159,961 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: 187,684 shares; 2024Q4: 230,211 shares; 2025Q1: 195,521 shares; 2025Q2: 155,239 shares; 2025Q3: 175,023 shares; 2025Q4: 158,634 shares 158,634 $19.2M 0.03% -16,389 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: 453,653 shares; 2024Q4: 457,774 shares; 2025Q1: 452,496 shares; 2025Q2: 430,921 shares; 2025Q3: 387,804 shares; 2025Q4: 355,851 shares 355,851 $19.2M 0.03% -31,953 Timeline FTGS 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: 428,193 shares; 2024Q4: 709,039 shares; 2025Q1: 966,121 shares; 2025Q2: 849,381 shares; 2025Q3: 850,249 shares; 2025Q4: 541,126 shares 541,126 $19.1M 0.03% -309,123 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373,076 shares; 2025Q4: 380,442 shares 380,442 $19.1M 0.03% +7,366 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,395 shares; 2024Q4: 271,247 shares; 2025Q1: 268,622 shares; 2025Q2: 365,034 shares; 2025Q3: 325,838 shares; 2025Q4: 385,647 shares 385,647 $19.1M 0.03% +59,809 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 11,193 shares; 2025Q1: 11,151 shares; 2025Q2: 188,940 shares; 2025Q3: 234,636 shares; 2025Q4: 209,066 shares 209,066 $19.1M 0.03% -25,570 Timeline CSHI 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: 5,686 shares; 2025Q1: 4,332 shares; 2025Q2: 271,409 shares; 2025Q3: 372,341 shares; 2025Q4: 382,975 shares 382,975 $19M 0.03% +10,634 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,570 shares; 2024Q4: 108,065 shares; 2025Q1: 111,237 shares; 2025Q2: 112,124 shares; 2025Q3: 108,074 shares; 2025Q4: 102,767 shares 102,767 $19M 0.03% -5,307 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,331 shares; 2024Q4: 102,584 shares; 2025Q1: 103,069 shares; 2025Q2: 96,156 shares; 2025Q3: 90,079 shares; 2025Q4: 90,860 shares 90,860 $18.9M 0.03% +781 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: 290,116 shares; 2024Q4: 299,289 shares; 2025Q1: 345,091 shares; 2025Q2: 365,248 shares; 2025Q3: 339,973 shares; 2025Q4: 314,877 shares 314,877 $18.9M 0.03% -25,096 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: 158,176 shares; 2024Q4: 162,376 shares; 2025Q1: 172,529 shares; 2025Q2: 179,757 shares; 2025Q3: 163,909 shares; 2025Q4: 162,244 shares 162,244 $18.8M 0.03% -1,665 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,219 shares; 2024Q4: 263,848 shares; 2025Q1: 172,724 shares; 2025Q2: 397,461 shares; 2025Q3: 403,371 shares; 2025Q4: 448,292 shares 448,292 $18.8M 0.03% +44,921 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,184 shares; 2024Q4: 12,749 shares; 2025Q1: 15,693 shares; 2025Q2: 25,866 shares; 2025Q3: 26,862 shares; 2025Q4: 27,887 shares 27,887 $18.8M 0.03% +1,025 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,180 shares; 2024Q4: 313,983 shares; 2025Q1: 344,391 shares; 2025Q2: 340,189 shares; 2025Q3: 340,284 shares; 2025Q4: 327,814 shares 327,814 $18.7M 0.02% -12,470 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,874 shares; 2024Q4: 346,497 shares; 2025Q1: 385,029 shares; 2025Q2: 409,786 shares; 2025Q3: 394,092 shares; 2025Q4: 397,068 shares 397,068 $18.7M 0.02% +2,976 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,338 shares; 2024Q4: 68,073 shares; 2025Q1: 78,699 shares; 2025Q2: 98,683 shares; 2025Q3: 181,823 shares; 2025Q4: 196,113 shares 196,113 $18.3M 0.02% +14,290 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,001 shares; 2024Q4: 593,826 shares; 2025Q1: 643,967 shares; 2025Q2: 691,716 shares; 2025Q3: 694,202 shares; 2025Q4: 696,254 shares 696,254 $18.3M 0.02% +2,052 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,106 shares; 2024Q4: 299,677 shares; 2025Q1: 341,890 shares; 2025Q2: 379,098 shares; 2025Q3: 384,607 shares; 2025Q4: 359,356 shares 359,356 $18.3M 0.02% -25,251 Timeline DFIV 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: 318,815 shares; 2024Q4: 319,470 shares; 2025Q1: 331,109 shares; 2025Q2: 318,968 shares; 2025Q3: 343,820 shares; 2025Q4: 364,193 shares 364,193 $18.2M 0.02% +20,373 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,054 shares; 2024Q4: 368,016 shares; 2025Q1: 381,127 shares; 2025Q2: 340,072 shares; 2025Q3: 290,569 shares; 2025Q4: 246,419 shares 246,419 $18.1M 0.02% -44,150 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,799 shares; 2024Q4: 613,920 shares; 2025Q1: 705,991 shares; 2025Q2: 694,818 shares; 2025Q3: 799,964 shares; 2025Q4: 853,136 shares 853,136 $18M 0.02% +53,172 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,399 shares; 2024Q4: 307,606 shares; 2025Q1: 303,114 shares; 2025Q2: 360,514 shares; 2025Q3: 513,794 shares; 2025Q4: 569,283 shares 569,283 $18M 0.02% +55,489 Timeline HEFA 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: 976,273 shares; 2024Q4: 898,414 shares; 2025Q1: 1,181,475 shares; 2025Q2: 621,017 shares; 2025Q3: 581,654 shares; 2025Q4: 435,430 shares 435,430 $18M 0.02% -146,224 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,314 shares; 2024Q4: 170,646 shares; 2025Q1: 198,508 shares; 2025Q2: 188,668 shares; 2025Q3: 277,837 shares; 2025Q4: 355,896 shares 355,896 $18M 0.02% +78,059 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,104 shares; 2024Q4: 238,676 shares; 2025Q1: 137,353 shares; 2025Q2: 186,243 shares; 2025Q3: 577,322 shares; 2025Q4: 563,842 shares 563,842 $18M 0.02% -13,480 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: 436,382 shares; 2024Q4: 400,300 shares; 2025Q1: 1,136,550 shares; 2025Q2: 1,157,385 shares; 2025Q3: 1,027,261 shares; 2025Q4: 441,631 shares 441,631 $18M 0.02% -585,630 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,226 shares; 2024Q4: 309,212 shares; 2025Q1: 384,349 shares; 2025Q2: 389,686 shares; 2025Q3: 380,355 shares; 2025Q4: 350,316 shares 350,316 $17.9M 0.02% -30,039 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,694 shares; 2024Q4: 230,950 shares; 2025Q1: 228,633 shares; 2025Q2: 206,463 shares; 2025Q3: 451,151 shares; 2025Q4: 432,555 shares 432,555 $17.9M 0.02% -18,596 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,926 shares; 2024Q4: 96,516 shares; 2025Q1: 191,540 shares; 2025Q2: 140,759 shares; 2025Q3: 132,595 shares; 2025Q4: 139,983 shares 139,983 $17.8M 0.02% +7,388 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: 81,921 shares; 2024Q4: 86,759 shares; 2025Q1: 86,497 shares; 2025Q2: 100,013 shares; 2025Q3: 96,024 shares; 2025Q4: 91,157 shares 91,157 $17.7M 0.02% -4,867 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,895 shares; 2024Q4: 454,202 shares; 2025Q1: 1,189,172 shares; 2025Q2: 1,236,666 shares; 2025Q3: 474,989 shares; 2025Q4: 514,610 shares 514,610 $17.6M 0.02% +39,621 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,201 shares; 2024Q4: 320,725 shares; 2025Q1: 368,604 shares; 2025Q2: 378,667 shares; 2025Q3: 365,492 shares; 2025Q4: 411,962 shares 411,962 $17.5M 0.02% +46,470 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063,742 shares; 2024Q4: 1,059,577 shares; 2025Q1: 1,045,404 shares; 2025Q2: 1,067,302 shares; 2025Q3: 1,056,221 shares; 2025Q4: 1,046,037 shares 1,046,037 $17.4M 0.02% -10,184 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: 256,722 shares; 2024Q4: 271,322 shares; 2025Q1: 278,956 shares; 2025Q2: 267,861 shares; 2025Q3: 249,907 shares; 2025Q4: 217,143 shares 217,143 $17.4M 0.02% -32,764 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,962 shares; 2024Q4: 140,599 shares; 2025Q1: 233,237 shares; 2025Q2: 389,010 shares; 2025Q3: 487,599 shares; 2025Q4: 570,040 shares 570,040 $17.4M 0.02% +82,441 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,594 shares; 2024Q4: 683,150 shares; 2025Q1: 693,607 shares; 2025Q2: 683,501 shares; 2025Q3: 608,348 shares; 2025Q4: 587,006 shares 587,006 $17.4M 0.02% -21,342 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,490 shares; 2024Q4: 256,034 shares; 2025Q1: 261,739 shares; 2025Q2: 261,973 shares; 2025Q3: 316,714 shares; 2025Q4: 219,678 shares 219,678 $17.4M 0.02% -97,036 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,585 shares; 2024Q4: 315,604 shares; 2025Q1: 327,438 shares; 2025Q2: 336,752 shares; 2025Q3: 329,858 shares; 2025Q4: 342,417 shares 342,417 $17.3M 0.02% +12,559 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,493 shares; 2024Q4: 52,780 shares; 2025Q1: 107,995 shares; 2025Q2: 160,837 shares; 2025Q3: 152,326 shares; 2025Q4: 268,737 shares 268,737 $17.3M 0.02% +116,411 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897,295 shares; 2024Q4: 907,646 shares; 2025Q1: 853,494 shares; 2025Q2: 830,198 shares; 2025Q3: 255,253 shares; 2025Q4: 238,792 shares 238,792 $17.3M 0.02% -16,461 Timeline SMLF 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: 79,078 shares; 2024Q4: 81,801 shares; 2025Q1: 95,428 shares; 2025Q2: 130,070 shares; 2025Q3: 206,177 shares; 2025Q4: 230,211 shares 230,211 $17.2M 0.02% +24,034 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,710 shares; 2024Q4: 555,222 shares; 2025Q1: 777,229 shares; 2025Q2: 849,665 shares; 2025Q3: 859,867 shares; 2025Q4: 649,275 shares 649,275 $17.2M 0.02% -210,592 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,886 shares; 2024Q4: 227,011 shares; 2025Q1: 387,120 shares; 2025Q2: 590,217 shares; 2025Q3: 526,808 shares; 2025Q4: 337,701 shares 337,701 $17.2M 0.02% -189,107 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,702 shares; 2025Q2: 204,293 shares; 2025Q3: 569,039 shares; 2025Q4: 606,421 shares 606,421 $17.2M 0.02% +37,382 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: 411,850 shares; 2024Q4: 389,806 shares; 2025Q1: 269,230 shares; 2025Q2: 322,943 shares; 2025Q3: 331,885 shares; 2025Q4: 326,429 shares 326,429 $17.2M 0.02% -5,456 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,838 shares; 2024Q4: 460,678 shares; 2025Q1: 445,998 shares; 2025Q2: 425,430 shares; 2025Q3: 408,340 shares; 2025Q4: 385,189 shares 385,189 $17.1M 0.02% -23,151 Timeline IOO 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: 170,155 shares; 2024Q4: 192,495 shares; 2025Q1: 195,970 shares; 2025Q2: 180,405 shares; 2025Q3: 146,538 shares; 2025Q4: 134,795 shares 134,795 $17.1M 0.02% -11,743 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: 139,884 shares; 2024Q4: 147,619 shares; 2025Q1: 170,326 shares; 2025Q2: 161,107 shares; 2025Q3: 138,976 shares; 2025Q4: 142,295 shares 142,295 $17M 0.02% +3,319 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,388 shares; 2024Q4: 53,222 shares; 2025Q1: 69,073 shares; 2025Q2: 85,163 shares; 2025Q3: 86,161 shares; 2025Q4: 99,550 shares 99,550 $17M 0.02% +13,389 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,127 shares; 2024Q4: 313,540 shares; 2025Q1: 295,183 shares; 2025Q2: 206,077 shares; 2025Q3: 196,821 shares; 2025Q4: 186,690 shares 186,690 $17M 0.02% -10,131 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,231 shares; 2024Q4: 83,501 shares; 2025Q1: 105,486 shares; 2025Q2: 122,465 shares; 2025Q3: 134,742 shares; 2025Q4: 124,828 shares 124,828 $16.9M 0.02% -9,914 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: 8,403 shares; 2025Q1: 8,985 shares; 2025Q2: 9,697 shares; 2025Q3: 9,019 shares; 2025Q4: 8,343 shares 8,343 $16.8M 0.02% -676 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,474 shares; 2024Q4: 1,135,609 shares; 2025Q1: 1,259,805 shares; 2025Q2: 1,159,645 shares; 2025Q3: 1,088,018 shares; 2025Q4: 829,974 shares 829,974 $16.8M 0.02% -258,044 Timeline NJUN 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: 21,476 shares; 2024Q4: 20,508 shares; 2025Q1: 21,053 shares; 2025Q2: 546,643 shares; 2025Q3: 538,203 shares; 2025Q4: 532,462 shares 532,462 $16.8M 0.02% -5,741 Timeline QLC 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: 240,790 shares; 2024Q4: 215,625 shares; 2025Q1: 210,188 shares; 2025Q2: 207,410 shares; 2025Q3: 207,765 shares; 2025Q4: 206,937 shares 206,937 $16.8M 0.02% -828 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,593 shares; 2024Q4: 468,627 shares; 2025Q1: 491,071 shares; 2025Q2: 475,884 shares; 2025Q3: 441,130 shares; 2025Q4: 406,331 shares 406,331 $16.7M 0.02% -34,799 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,127 shares; 2024Q4: 45,462 shares; 2025Q1: 73,463 shares; 2025Q2: 79,862 shares; 2025Q3: 100,015 shares; 2025Q4: 214,331 shares 214,331 $16.7M 0.02% +114,316 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,568 shares; 2024Q4: 182,673 shares; 2025Q1: 178,547 shares; 2025Q2: 157,063 shares; 2025Q3: 150,829 shares; 2025Q4: 146,622 shares 146,622 $16.7M 0.02% -4,207 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,597 shares; 2024Q4: 526,037 shares; 2025Q1: 424,571 shares; 2025Q2: 432,786 shares; 2025Q3: 389,696 shares; 2025Q4: 419,428 shares 419,428 $16.7M 0.02% +29,732 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,995 shares; 2024Q4: 67,150 shares; 2025Q1: 91,352 shares; 2025Q2: 111,677 shares; 2025Q3: 92,828 shares; 2025Q4: 75,834 shares 75,834 $16.6M 0.02% -16,994 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,883 shares; 2024Q4: 118,903 shares; 2025Q1: 118,541 shares; 2025Q2: 115,086 shares; 2025Q3: 111,332 shares; 2025Q4: 100,199 shares 100,199 $16.6M 0.02% -11,133 Timeline SCZ 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: 257,661 shares; 2024Q4: 260,156 shares; 2025Q1: 258,384 shares; 2025Q2: 251,262 shares; 2025Q3: 218,745 shares; 2025Q4: 213,922 shares 213,922 $16.6M 0.02% -4,823 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,519 shares; 2024Q4: 757,528 shares; 2025Q1: 768,422 shares; 2025Q2: 724,584 shares; 2025Q3: 655,532 shares; 2025Q4: 712,841 shares 712,841 $16.6M 0.02% +57,309 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,532 shares; 2024Q4: 59,053 shares; 2025Q1: 84,342 shares; 2025Q2: 93,411 shares; 2025Q3: 91,776 shares; 2025Q4: 83,623 shares 83,623 $16.6M 0.02% -8,153 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,594 shares; 2024Q4: 882,795 shares; 2025Q1: 901,679 shares; 2025Q2: 763,051 shares; 2025Q3: 656,826 shares; 2025Q4: 602,165 shares 602,165 $16.6M 0.02% -54,661 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: 233,422 shares; 2024Q4: 246,498 shares; 2025Q1: 258,802 shares; 2025Q2: 251,558 shares; 2025Q3: 241,528 shares; 2025Q4: 222,980 shares 222,980 $16.5M 0.02% -18,548 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,184 shares; 2024Q4: 154,263 shares; 2025Q1: 153,829 shares; 2025Q2: 204,781 shares; 2025Q3: 276,313 shares; 2025Q4: 314,072 shares 314,072 $16.5M 0.02% +37,759 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,714 shares; 2024Q4: 319,603 shares; 2025Q1: 327,732 shares; 2025Q2: 309,744 shares; 2025Q3: 305,129 shares; 2025Q4: 289,839 shares 289,839 $16.4M 0.02% -15,290 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,079 shares; 2024Q4: 468,330 shares; 2025Q1: 504,507 shares; 2025Q2: 335,638 shares; 2025Q3: 325,450 shares; 2025Q4: 371,275 shares 371,275 $16.4M 0.02% +45,825 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: 95,812 shares; 2024Q4: 85,585 shares; 2025Q1: 90,216 shares; 2025Q2: 92,095 shares; 2025Q3: 85,507 shares; 2025Q4: 88,257 shares 88,257 $16.4M 0.02% +2,750 Timeline ILF 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: 603,020 shares; 2024Q4: 513,309 shares; 2025Q1: 474,384 shares; 2025Q2: 36,901 shares; 2025Q3: 582,132 shares; 2025Q4: 536,076 shares 536,076 $16.3M 0.02% -46,056 Timeline FNDE 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: 409,674 shares; 2024Q4: 439,156 shares; 2025Q1: 445,728 shares; 2025Q2: 451,600 shares; 2025Q3: 445,079 shares; 2025Q4: 450,713 shares 450,713 $16.3M 0.02% +5,634 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: 75,878 shares; 2024Q4: 79,872 shares; 2025Q1: 84,659 shares; 2025Q2: 78,239 shares; 2025Q3: 55,248 shares; 2025Q4: 58,227 shares 58,227 $16.2M 0.02% +2,979 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: 80,194 shares; 2024Q4: 95,633 shares; 2025Q1: 94,996 shares; 2025Q2: 102,707 shares; 2025Q3: 89,774 shares; 2025Q4: 86,190 shares 86,190 $16.2M 0.02% -3,584 Timeline VGSH 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: 192,079 shares; 2024Q4: 210,802 shares; 2025Q1: 226,010 shares; 2025Q2: 243,618 shares; 2025Q3: 246,740 shares; 2025Q4: 275,917 shares 275,917 $16.2M 0.02% +29,177 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: 43,315 shares; 2024Q4: 45,879 shares; 2025Q1: 49,501 shares; 2025Q2: 50,834 shares; 2025Q3: 43,680 shares; 2025Q4: 32,987 shares 32,987 $16.2M 0.02% -10,693 Timeline SLYG 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: 284,579 shares; 2024Q4: 293,044 shares; 2025Q1: 261,030 shares; 2025Q2: 243,460 shares; 2025Q3: 237,506 shares; 2025Q4: 171,688 shares 171,688 $16.2M 0.02% -65,818 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,303 shares; 2024Q4: 521,398 shares; 2025Q1: 470,147 shares; 2025Q2: 391,367 shares; 2025Q3: 325,869 shares; 2025Q4: 231,714 shares 231,714 $16.1M 0.02% -94,155 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,023 shares; 2024Q4: 40,831 shares; 2025Q1: 226,418 shares; 2025Q2: 139,990 shares; 2025Q3: 138,274 shares; 2025Q4: 165,447 shares 165,447 $16.1M 0.02% +27,173 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,292 shares; 2024Q4: 107,788 shares; 2025Q1: 115,773 shares; 2025Q2: 119,589 shares; 2025Q3: 128,607 shares; 2025Q4: 156,287 shares 156,287 $16M 0.02% +27,680 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,832 shares; 2024Q4: 446,589 shares; 2025Q1: 348,440 shares; 2025Q2: 432,000 shares; 2025Q3: 477,042 shares; 2025Q4: 487,497 shares 487,497 $16M 0.02% +10,455 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: 86,525 shares; 2024Q4: 109,033 shares; 2025Q1: 134,666 shares; 2025Q2: 201,865 shares; 2025Q3: 245,920 shares; 2025Q4: 140,643 shares 140,643 $15.9M 0.02% -105,277 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,795 shares; 2024Q4: 505,822 shares; 2025Q1: 554,434 shares; 2025Q2: 665,740 shares; 2025Q3: 309,221 shares; 2025Q4: 293,761 shares 293,761 $15.8M 0.02% -15,460 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,199 shares; 2024Q4: 193,950 shares; 2025Q1: 196,501 shares; 2025Q2: 203,112 shares; 2025Q3: 193,941 shares; 2025Q4: 197,609 shares 197,609 $15.8M 0.02% +3,668 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 7,748 shares; 2025Q1: 11,231 shares; 2025Q2: 27,413 shares; 2025Q3: 134,283 shares; 2025Q4: 298,753 shares 298,753 $15.8M 0.02% +164,470 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,348 shares; 2024Q4: 341,720 shares; 2025Q1: 357,747 shares; 2025Q2: 376,025 shares; 2025Q3: 410,888 shares; 2025Q4: 485,461 shares 485,461 $15.8M 0.02% +74,573 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,331 shares; 2024Q4: 188,900 shares; 2025Q1: 199,057 shares; 2025Q2: 195,186 shares; 2025Q3: 188,820 shares; 2025Q4: 190,833 shares 190,833 $15.7M 0.02% +2,013 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,061 shares; 2024Q4: 148,196 shares; 2025Q1: 149,666 shares; 2025Q2: 149,772 shares; 2025Q3: 148,817 shares; 2025Q4: 140,526 shares 140,526 $15.7M 0.02% -8,291 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,945 shares; 2024Q4: 214,396 shares; 2025Q1: 214,483 shares; 2025Q2: 218,880 shares; 2025Q3: 237,227 shares; 2025Q4: 237,341 shares 237,341 $15.7M 0.02% +114 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: 265,150 shares; 2024Q4: 262,281 shares; 2025Q1: 279,541 shares; 2025Q2: 282,971 shares; 2025Q3: 262,645 shares; 2025Q4: 231,398 shares 231,398 $15.6M 0.02% -31,247 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,166 shares; 2024Q4: 102,911 shares; 2025Q1: 211,505 shares; 2025Q2: 174,652 shares; 2025Q3: 161,980 shares; 2025Q4: 111,724 shares 111,724 $15.6M 0.02% -50,256 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,464 shares; 2024Q4: 432,904 shares; 2025Q1: 608,108 shares; 2025Q2: 619,443 shares; 2025Q3: 449,991 shares; 2025Q4: 323,589 shares 323,589 $15.6M 0.02% -126,402 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,507 shares; 2024Q4: 124,851 shares; 2025Q1: 138,179 shares; 2025Q2: 138,790 shares; 2025Q3: 150,115 shares; 2025Q4: 156,139 shares 156,139 $15.5M 0.02% +6,024 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,612 shares; 2024Q4: 219,681 shares; 2025Q1: 220,800 shares; 2025Q2: 385,735 shares; 2025Q3: 379,901 shares; 2025Q4: 445,046 shares 445,046 $15.5M 0.02% +65,145 Timeline FLRN 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: 258,995 shares; 2024Q4: 441,714 shares; 2025Q1: 504,628 shares; 2025Q2: 513,271 shares; 2025Q3: 501,187 shares; 2025Q4: 503,015 shares 503,015 $15.5M 0.02% +1,828 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,127 shares; 2024Q4: 221,734 shares; 2025Q1: 238,753 shares; 2025Q2: 219,025 shares; 2025Q3: 306,680 shares; 2025Q4: 298,960 shares 298,960 $15.4M 0.02% -7,720 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,967 shares; 2024Q4: 413,661 shares; 2025Q1: 298,745 shares; 2025Q2: 310,337 shares; 2025Q3: 285,967 shares; 2025Q4: 271,908 shares 271,908 $15.4M 0.02% -14,059 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,834 shares; 2024Q4: 567,703 shares; 2025Q1: 670,739 shares; 2025Q2: 498,815 shares; 2025Q3: 526,375 shares; 2025Q4: 548,434 shares 548,434 $15.4M 0.02% +22,059 Timeline IBDV 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: 457,968 shares; 2024Q4: 524,198 shares; 2025Q1: 618,457 shares; 2025Q2: 635,948 shares; 2025Q3: 643,107 shares; 2025Q4: 695,875 shares 695,875 $15.4M 0.02% +52,768 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: 207,519 shares; 2024Q4: 229,186 shares; 2025Q1: 234,493 shares; 2025Q2: 266,359 shares; 2025Q3: 287,889 shares; 2025Q4: 227,025 shares 227,025 $15.4M 0.02% -60,864 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: 197,116 shares; 2024Q4: 201,313 shares; 2025Q1: 209,174 shares; 2025Q2: 210,092 shares; 2025Q3: 177,891 shares; 2025Q4: 145,212 shares 145,212 $15.3M 0.02% -32,679 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: 97,911 shares; 2024Q4: 92,185 shares; 2025Q1: 128,315 shares; 2025Q2: 126,673 shares; 2025Q3: 123,488 shares; 2025Q4: 119,377 shares 119,377 $15.2M 0.02% -4,111 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: 87,797 shares; 2024Q4: 86,666 shares; 2025Q1: 88,080 shares; 2025Q2: 64,233 shares; 2025Q3: 65,230 shares; 2025Q4: 51,693 shares 51,693 $15.2M 0.02% -13,537 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,018 shares; 2024Q4: 305,622 shares; 2025Q1: 325,623 shares; 2025Q2: 375,074 shares; 2025Q3: 376,972 shares; 2025Q4: 385,586 shares 385,586 $15.2M 0.02% +8,614 Timeline UOCT 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: 323,865 shares; 2024Q4: 329,696 shares; 2025Q1: 326,989 shares; 2025Q2: 325,958 shares; 2025Q3: 319,864 shares; 2025Q4: 387,635 shares 387,635 $15.1M 0.02% +67,771 Timeline FBCV 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: 401,972 shares; 2024Q4: 430,970 shares; 2025Q1: 426,128 shares; 2025Q2: 427,979 shares; 2025Q3: 506,502 shares; 2025Q4: 423,761 shares 423,761 $15.1M 0.02% -82,741 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,321 shares; 2024Q4: 159,410 shares; 2025Q1: 297,028 shares; 2025Q2: 344,522 shares; 2025Q3: 347,660 shares; 2025Q4: 433,219 shares 433,219 $15.1M 0.02% +85,559 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,335 shares; 2024Q4: 327,647 shares; 2025Q1: 524,751 shares; 2025Q2: 493,839 shares; 2025Q3: 225,483 shares; 2025Q4: 294,462 shares 294,462 $15.1M 0.02% +68,979 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,032 shares; 2024Q4: 343,690 shares; 2025Q1: 345,612 shares; 2025Q2: 375,050 shares; 2025Q3: 295,937 shares; 2025Q4: 281,571 shares 281,571 $15M 0.02% -14,366 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 583,151 shares 583,151 $15M 0.02% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,764 shares; 2024Q4: 274,644 shares; 2025Q1: 269,302 shares; 2025Q2: 268,219 shares; 2025Q3: 261,672 shares; 2025Q4: 307,563 shares 307,563 $15M 0.02% +45,891 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: 156,158 shares; 2024Q4: 156,473 shares; 2025Q1: 209,691 shares; 2025Q2: 149,747 shares; 2025Q3: 149,621 shares; 2025Q4: 148,502 shares 148,502 $15M 0.02% -1,119 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098,289 shares; 2024Q4: 1,159,114 shares; 2025Q1: 1,305,391 shares; 2025Q2: 1,384,094 shares; 2025Q3: 1,449,269 shares; 2025Q4: 1,497,243 shares 1,497,243 $15M 0.02% +47,974 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,511 shares; 2024Q4: 138,564 shares; 2025Q1: 145,443 shares; 2025Q2: 185,192 shares; 2025Q3: 131,351 shares; 2025Q4: 118,249 shares 118,249 $14.9M 0.02% -13,102 Timeline REGL 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: 367,890 shares; 2024Q4: 338,784 shares; 2025Q1: 289,898 shares; 2025Q2: 259,076 shares; 2025Q3: 247,385 shares; 2025Q4: 176,499 shares 176,499 $14.9M 0.02% -70,886 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,730 shares; 2024Q4: 120,680 shares; 2025Q1: 113,834 shares; 2025Q2: 111,350 shares; 2025Q3: 116,928 shares; 2025Q4: 107,871 shares 107,871 $14.9M 0.02% -9,057 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,921 shares; 2024Q4: 367,484 shares; 2025Q1: 398,963 shares; 2025Q2: 382,362 shares; 2025Q3: 185,989 shares; 2025Q4: 179,461 shares 179,461 $14.8M 0.02% -6,528 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: 229,537 shares; 2024Q4: 236,822 shares; 2025Q1: 213,079 shares; 2025Q2: 205,154 shares; 2025Q3: 189,024 shares; 2025Q4: 188,015 shares 188,015 $14.8M 0.02% -1,009 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,650 shares; 2024Q4: 10,062 shares; 2025Q1: 86,395 shares; 2025Q2: 11,579 shares; 2025Q3: 19,634 shares; 2025Q4: 85,741 shares 85,741 $14.8M 0.02% +66,107 Timeline SPTI 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: 183,396 shares; 2024Q4: 210,973 shares; 2025Q1: 329,188 shares; 2025Q2: 438,644 shares; 2025Q3: 484,484 shares; 2025Q4: 511,714 shares 511,714 $14.8M 0.02% +27,230 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: 299,462 shares; 2024Q4: 301,423 shares; 2025Q1: 298,036 shares; 2025Q2: 584,019 shares; 2025Q3: 580,277 shares; 2025Q4: 364,588 shares 364,588 $14.6M 0.02% -215,689 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: 80,468 shares; 2024Q4: 171,394 shares; 2025Q1: 216,588 shares; 2025Q2: 235,828 shares; 2025Q3: 194,069 shares; 2025Q4: 191,520 shares 191,520 $14.6M 0.02% -2,549 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,882 shares; 2024Q4: 86,759 shares; 2025Q1: 88,731 shares; 2025Q2: 86,521 shares; 2025Q3: 88,439 shares; 2025Q4: 88,973 shares 88,973 $14.6M 0.02% +534 Timeline IBDX 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: 178,453 shares; 2024Q4: 202,996 shares; 2025Q1: 351,233 shares; 2025Q2: 345,959 shares; 2025Q3: 426,998 shares; 2025Q4: 570,010 shares 570,010 $14.6M 0.02% +143,012 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,242 shares; 2024Q4: 105,589 shares; 2025Q1: 100,621 shares; 2025Q2: 95,334 shares; 2025Q3: 108,127 shares; 2025Q4: 113,913 shares 113,913 $14.5M 0.02% +5,786 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,808 shares; 2024Q4: 268,176 shares; 2025Q1: 279,355 shares; 2025Q2: 277,332 shares; 2025Q3: 245,072 shares; 2025Q4: 240,709 shares 240,709 $14.5M 0.02% -4,363 Timeline FIDI 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: 429,872 shares; 2024Q4: 418,259 shares; 2025Q1: 486,456 shares; 2025Q2: 536,722 shares; 2025Q3: 593,600 shares; 2025Q4: 558,400 shares 558,400 $14.5M 0.02% -35,200 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,690 shares; 2024Q4: 466,783 shares; 2025Q1: 516,060 shares; 2025Q2: 423,201 shares; 2025Q3: 297,824 shares; 2025Q4: 314,803 shares 314,803 $14.4M 0.02% +16,979 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,920 shares; 2024Q4: 537,991 shares; 2025Q1: 543,484 shares; 2025Q2: 447,635 shares; 2025Q3: 438,825 shares; 2025Q4: 428,412 shares 428,412 $14.4M 0.02% -10,413 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: 182,685 shares; 2024Q4: 179,605 shares; 2025Q1: 182,556 shares; 2025Q2: 383,358 shares; 2025Q3: 798,222 shares; 2025Q4: 796,730 shares 796,730 $14.4M 0.02% -1,492 Timeline SCHV 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: 330,419 shares; 2024Q4: 1,058,286 shares; 2025Q1: 1,019,540 shares; 2025Q2: 576,136 shares; 2025Q3: 554,908 shares; 2025Q4: 485,323 shares 485,323 $14.4M 0.02% -69,585 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,245 shares; 2024Q4: 566,807 shares; 2025Q1: 579,677 shares; 2025Q2: 515,523 shares; 2025Q3: 508,219 shares; 2025Q4: 532,679 shares 532,679 $14.3M 0.02% +24,460 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: 333,716 shares; 2024Q4: 332,043 shares; 2025Q1: 332,956 shares; 2025Q2: 313,928 shares; 2025Q3: 298,608 shares; 2025Q4: 270,482 shares 270,482 $14.3M 0.02% -28,126 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,567 shares; 2024Q4: 124,510 shares; 2025Q1: 205,837 shares; 2025Q2: 1,052,741 shares; 2025Q3: 416,169 shares; 2025Q4: 347,058 shares 347,058 $14.2M 0.02% -69,111 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,441 shares; 2024Q4: 248,820 shares; 2025Q1: 256,572 shares; 2025Q2: 247,459 shares; 2025Q3: 228,517 shares; 2025Q4: 207,463 shares 207,463 $14.2M 0.02% -21,054 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 176,502 shares; 2025Q2: 73,242 shares; 2025Q3: 166,562 shares; 2025Q4: 307,671 shares 307,671 $14.2M 0.02% +141,109 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,541 shares; 2025Q1: 199,532 shares; 2025Q2: 178,954 shares; 2025Q3: 166,265 shares; 2025Q4: 496,791 shares 496,791 $14.1M 0.02% +330,526 Timeline DCOR 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: 10,115 shares; 2024Q4: 35,913 shares; 2025Q1: 76,413 shares; 2025Q2: 136,058 shares; 2025Q3: 168,977 shares; 2025Q4: 191,972 shares 191,972 $14.1M 0.02% +22,995 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,859 shares; 2024Q4: 822,988 shares; 2025Q1: 1,050,860 shares; 2025Q2: 2,426,579 shares; 2025Q3: 2,616,170 shares; 2025Q4: 632,447 shares 632,447 $14.1M 0.02% -1,983,723 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,667 shares; 2024Q4: 111,542 shares; 2025Q1: 113,806 shares; 2025Q2: 110,795 shares; 2025Q3: 101,192 shares; 2025Q4: 91,154 shares 91,154 $14.1M 0.02% -10,038 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,745 shares; 2024Q4: 124,963 shares; 2025Q1: 376,443 shares; 2025Q2: 409,766 shares; 2025Q3: 377,687 shares; 2025Q4: 355,540 shares 355,540 $14.1M 0.02% -22,147 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,549 shares; 2024Q4: 83,906 shares; 2025Q1: 82,663 shares; 2025Q2: 75,604 shares; 2025Q3: 69,162 shares; 2025Q4: 61,171 shares 61,171 $14.1M 0.02% -7,991 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: 349,232 shares; 2024Q4: 378,277 shares; 2025Q1: 396,892 shares; 2025Q2: 573,478 shares; 2025Q3: 868,776 shares; 2025Q4: 917,670 shares 917,670 $14.1M 0.02% +48,894 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: 468,762 shares; 2024Q4: 130,041 shares; 2025Q1: 550,190 shares; 2025Q2: 654,965 shares; 2025Q3: 271,574 shares; 2025Q4: 254,600 shares 254,600 $14M 0.02% -16,974 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,252 shares; 2024Q4: 31,131 shares; 2025Q1: 54,661 shares; 2025Q2: 77,473 shares; 2025Q3: 296,920 shares; 2025Q4: 287,326 shares 287,326 $14M 0.02% -9,594 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,991 shares; 2024Q4: 251,391 shares; 2025Q1: 245,608 shares; 2025Q2: 230,754 shares; 2025Q3: 213,742 shares; 2025Q4: 171,783 shares 171,783 $14M 0.02% -41,959 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: 60,504 shares; 2024Q4: 70,148 shares; 2025Q1: 66,535 shares; 2025Q2: 89,769 shares; 2025Q3: 142,287 shares; 2025Q4: 192,972 shares 192,972 $13.9M 0.02% +50,685 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,112 shares; 2024Q4: 48,782 shares; 2025Q1: 50,125 shares; 2025Q2: 45,478 shares; 2025Q3: 36,690 shares; 2025Q4: 35,326 shares 35,326 $13.9M 0.02% -1,364 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: 279,147 shares; 2024Q4: 215,744 shares; 2025Q1: 210,611 shares; 2025Q2: 203,337 shares; 2025Q3: 200,978 shares; 2025Q4: 102,266 shares 102,266 $13.9M 0.02% -98,712 Timeline PGX 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: 1,299,751 shares; 2024Q4: 1,448,097 shares; 2025Q1: 1,421,724 shares; 2025Q2: 1,400,851 shares; 2025Q3: 1,312,229 shares; 2025Q4: 1,235,557 shares 1,235,557 $13.9M 0.02% -76,672 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,802 shares; 2024Q4: 56,243 shares; 2025Q1: 48,862 shares; 2025Q2: 55,293 shares; 2025Q3: 427,910 shares; 2025Q4: 394,672 shares 394,672 $13.9M 0.02% -33,238 Timeline XSEP 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: 341,311 shares; 2024Q4: 333,542 shares; 2025Q1: 274,185 shares; 2025Q2: 257,818 shares; 2025Q3: 337,430 shares; 2025Q4: 326,883 shares 326,883 $13.9M 0.02% -10,547 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: 141,368 shares; 2024Q4: 175,112 shares; 2025Q1: 213,407 shares; 2025Q2: 213,723 shares; 2025Q3: 236,645 shares; 2025Q4: 271,080 shares 271,080 $13.9M 0.02% +34,435 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,295 shares; 2024Q4: 100,495 shares; 2025Q1: 99,756 shares; 2025Q2: 98,043 shares; 2025Q3: 85,140 shares; 2025Q4: 81,244 shares 81,244 $13.9M 0.02% -3,896 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: 405,955 shares; 2025Q4: 272,605 shares 272,605 $13.8M 0.02% -133,350 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: 222,702 shares; 2024Q4: 225,063 shares; 2025Q1: 209,352 shares; 2025Q2: 203,788 shares; 2025Q3: 175,828 shares; 2025Q4: 166,586 shares 166,586 $13.8M 0.02% -9,242 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,779 shares; 2024Q4: 389,940 shares; 2025Q1: 347,489 shares; 2025Q2: 379,403 shares; 2025Q3: 431,648 shares; 2025Q4: 424,653 shares 424,653 $13.8M 0.02% -6,995 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: 92,181 shares; 2024Q4: 83,605 shares; 2025Q1: 85,116 shares; 2025Q2: 83,018 shares; 2025Q3: 75,397 shares; 2025Q4: 76,212 shares 76,212 $13.7M 0.02% +815 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: 307,191 shares; 2024Q4: 276,543 shares; 2025Q1: 369,942 shares; 2025Q2: 380,834 shares; 2025Q3: 324,380 shares; 2025Q4: 305,570 shares 305,570 $13.7M 0.02% -18,810 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,034 shares; 2025Q1: 146,952 shares; 2025Q2: 218,790 shares; 2025Q3: 406,656 shares; 2025Q4: 554,568 shares 554,568 $13.7M 0.02% +147,912 Timeline IBHI 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: 296,081 shares; 2024Q4: 298,704 shares; 2025Q1: 310,446 shares; 2025Q2: 323,834 shares; 2025Q3: 307,101 shares; 2025Q4: 577,204 shares 577,204 $13.6M 0.02% +270,103 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,825 shares; 2025Q1: 1,817 shares; 2025Q2: 1,841 shares; 2025Q3: 1,859 shares; 2025Q4: 1,865 shares 1,865 $13.6M 0.02% +6 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,008 shares; 2024Q4: 94,863 shares; 2025Q1: 97,181 shares; 2025Q2: 139,842 shares; 2025Q3: 135,414 shares; 2025Q4: 141,255 shares 141,255 $13.6M 0.02% +5,841 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,456 shares; 2024Q4: 326,212 shares; 2025Q1: 683,387 shares; 2025Q2: 855,367 shares; 2025Q3: 315,146 shares; 2025Q4: 273,168 shares 273,168 $13.5M 0.02% -41,978 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,659 shares; 2024Q4: 479,299 shares; 2025Q1: 472,729 shares; 2025Q2: 361,922 shares; 2025Q3: 345,237 shares; 2025Q4: 193,898 shares 193,898 $13.5M 0.02% -151,339 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,565 shares; 2024Q4: 720,438 shares; 2025Q1: 1,105,878 shares; 2025Q2: 862,488 shares; 2025Q3: 833,606 shares; 2025Q4: 686,029 shares 686,029 $13.4M 0.02% -147,577 Timeline FXO 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: 153,305 shares; 2024Q4: 200,134 shares; 2025Q1: 234,821 shares; 2025Q2: 242,517 shares; 2025Q3: 218,857 shares; 2025Q4: 222,261 shares 222,261 $13.4M 0.02% +3,404 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: 390,394 shares; 2024Q4: 420,657 shares; 2025Q1: 304,715 shares; 2025Q2: 361,339 shares; 2025Q3: 399,179 shares; 2025Q4: 294,594 shares 294,594 $13.4M 0.02% -104,585 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,114 shares; 2024Q4: 332,159 shares; 2025Q1: 362,523 shares; 2025Q2: 345,644 shares; 2025Q3: 309,579 shares; 2025Q4: 307,363 shares 307,363 $13.4M 0.02% -2,216 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,103 shares; 2024Q4: 348,385 shares; 2025Q1: 337,918 shares; 2025Q2: 319,198 shares; 2025Q3: 290,081 shares; 2025Q4: 272,473 shares 272,473 $13.4M 0.02% -17,608 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,187 shares; 2024Q4: 58,114 shares; 2025Q1: 60,240 shares; 2025Q2: 62,101 shares; 2025Q3: 70,488 shares; 2025Q4: 76,599 shares 76,599 $13.4M 0.02% +6,111 Timeline RWJ 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: 644,831 shares; 2024Q4: 701,574 shares; 2025Q1: 629,295 shares; 2025Q2: 633,845 shares; 2025Q3: 334,206 shares; 2025Q4: 272,289 shares 272,289 $13.3M 0.02% -61,917 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,617 shares; 2024Q4: 349,070 shares; 2025Q1: 351,752 shares; 2025Q2: 363,327 shares; 2025Q3: 439,374 shares; 2025Q4: 471,597 shares 471,597 $13.3M 0.02% +32,223 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,527 shares; 2024Q4: 135,948 shares; 2025Q1: 175,826 shares; 2025Q2: 187,364 shares; 2025Q3: 221,820 shares; 2025Q4: 249,273 shares 249,273 $13.2M 0.02% +27,453 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,336 shares; 2024Q4: 314,043 shares; 2025Q1: 428,266 shares; 2025Q2: 581,595 shares; 2025Q3: 804,934 shares; 2025Q4: 1,158,223 shares 1,158,223 $13.2M 0.02% +353,289 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,248 shares; 2024Q4: 128,656 shares; 2025Q1: 116,662 shares; 2025Q2: 360,909 shares; 2025Q3: 470,774 shares; 2025Q4: 436,628 shares 436,628 $13.2M 0.02% -34,146 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,988 shares; 2024Q4: 193,207 shares; 2025Q1: 171,572 shares; 2025Q2: 159,290 shares; 2025Q3: 186,318 shares; 2025Q4: 92,923 shares 92,923 $13.2M 0.02% -93,395 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,790 shares; 2024Q4: 138,619 shares; 2025Q1: 174,259 shares; 2025Q2: 210,980 shares; 2025Q3: 198,960 shares; 2025Q4: 204,913 shares 204,913 $13.2M 0.02% +5,953 Timeline EQWL 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: 68,946 shares; 2024Q4: 73,507 shares; 2025Q1: 83,115 shares; 2025Q2: 93,407 shares; 2025Q3: 100,670 shares; 2025Q4: 111,608 shares 111,608 $13.2M 0.02% +10,938 Timeline ESML 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: 372,231 shares; 2024Q4: 399,742 shares; 2025Q1: 367,534 shares; 2025Q2: 391,512 shares; 2025Q3: 283,055 shares; 2025Q4: 286,524 shares 286,524 $13.2M 0.02% +3,469 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,755 shares; 2024Q4: 347,667 shares; 2025Q1: 320,989 shares; 2025Q2: 329,635 shares; 2025Q3: 302,997 shares; 2025Q4: 296,747 shares 296,747 $13.2M 0.02% -6,250 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 30,015 shares; 2025Q1: 51,691 shares; 2025Q2: 121,473 shares; 2025Q3: 82,894 shares; 2025Q4: 119,807 shares 119,807 $13.1M 0.02% +36,913 Timeline IBTI 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: 564,825 shares; 2024Q4: 572,936 shares; 2025Q1: 589,810 shares; 2025Q2: 597,469 shares; 2025Q3: 567,125 shares; 2025Q4: 586,790 shares 586,790 $13.1M 0.02% +19,665 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944,084 shares; 2024Q4: 916,921 shares; 2025Q1: 1,238,529 shares; 2025Q2: 1,298,897 shares; 2025Q3: 1,246,754 shares; 2025Q4: 588,103 shares 588,103 $13.1M 0.02% -658,651 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,643 shares; 2024Q4: 152,025 shares; 2025Q1: 176,179 shares; 2025Q2: 199,280 shares; 2025Q3: 224,882 shares; 2025Q4: 256,667 shares 256,667 $13M 0.02% +31,785 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,151 shares; 2024Q4: 85,420 shares; 2025Q1: 89,964 shares; 2025Q2: 84,938 shares; 2025Q3: 75,862 shares; 2025Q4: 71,417 shares 71,417 $13M 0.02% -4,445 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: 71,434 shares; 2024Q4: 71,555 shares; 2025Q1: 69,114 shares; 2025Q2: 70,162 shares; 2025Q3: 68,164 shares; 2025Q4: 64,290 shares 64,290 $13M 0.02% -3,874 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,096 shares; 2024Q4: 478,861 shares; 2025Q1: 708,867 shares; 2025Q2: 646,838 shares; 2025Q3: 616,104 shares; 2025Q4: 551,610 shares 551,610 $12.9M 0.02% -64,494 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: 798,107 shares; 2024Q4: 816,036 shares; 2025Q1: 939,695 shares; 2025Q2: 475,439 shares; 2025Q3: 513,523 shares; 2025Q4: 545,258 shares 545,258 $12.9M 0.02% +31,735 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,507 shares; 2024Q4: 458,958 shares; 2025Q1: 496,305 shares; 2025Q2: 336,246 shares; 2025Q3: 361,454 shares; 2025Q4: 276,093 shares 276,093 $12.9M 0.02% -85,361 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,223 shares; 2024Q4: 202,391 shares; 2025Q1: 195,050 shares; 2025Q2: 174,478 shares; 2025Q3: 236,107 shares; 2025Q4: 230,077 shares 230,077 $12.9M 0.02% -6,030 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 135,351 shares; 2025Q1: 161,596 shares; 2025Q2: 184,901 shares; 2025Q3: 215,256 shares; 2025Q4: 222,988 shares 222,988 $12.8M 0.02% +7,732 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,788 shares; 2024Q4: 277,452 shares; 2025Q1: 279,762 shares; 2025Q2: 267,436 shares; 2025Q3: 207,642 shares; 2025Q4: 200,142 shares 200,142 $12.8M 0.02% -7,500 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,283 shares; 2024Q4: 165,515 shares; 2025Q1: 171,233 shares; 2025Q2: 170,366 shares; 2025Q3: 152,383 shares; 2025Q4: 147,171 shares 147,171 $12.7M 0.02% -5,212 Timeline GCOW 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: 471,076 shares; 2024Q4: 448,409 shares; 2025Q1: 381,230 shares; 2025Q2: 376,531 shares; 2025Q3: 317,707 shares; 2025Q4: 306,332 shares 306,332 $12.6M 0.02% -11,375 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,886 shares; 2025Q2: 7,786 shares; 2025Q3: 232,147 shares; 2025Q4: 250,525 shares 250,525 $12.6M 0.02% +18,378 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,310 shares; 2024Q4: 58,450 shares; 2025Q1: 64,883 shares; 2025Q2: 65,301 shares; 2025Q3: 59,842 shares; 2025Q4: 55,956 shares 55,956 $12.6M 0.02% -3,886 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,473 shares; 2024Q4: 266,624 shares; 2025Q1: 271,969 shares; 2025Q2: 274,555 shares; 2025Q3: 278,046 shares; 2025Q4: 283,048 shares 283,048 $12.6M 0.02% +5,002 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,511 shares; 2024Q4: 57,460 shares; 2025Q1: 54,717 shares; 2025Q2: 53,577 shares; 2025Q3: 50,070 shares; 2025Q4: 55,458 shares 55,458 $12.5M 0.02% +5,388 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: 299,171 shares; 2024Q4: 321,606 shares; 2025Q1: 290,137 shares; 2025Q2: 252,615 shares; 2025Q3: 233,604 shares; 2025Q4: 214,268 shares 214,268 $12.5M 0.02% -19,336 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: 379,771 shares; 2024Q4: 318,023 shares; 2025Q1: 331,319 shares; 2025Q2: 411,419 shares; 2025Q3: 366,674 shares; 2025Q4: 315,870 shares 315,870 $12.5M 0.02% -50,804 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,434 shares; 2024Q4: 180,705 shares; 2025Q1: 175,615 shares; 2025Q2: 175,329 shares; 2025Q3: 174,008 shares; 2025Q4: 169,134 shares 169,134 $12.5M 0.02% -4,874 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 18,014 shares; 2025Q1: 18,419 shares; 2025Q2: 17,755 shares; 2025Q3: 16,134 shares; 2025Q4: 16,122 shares 16,122 $12.4M 0.02% -12 Timeline PSTP 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: 281,197 shares; 2024Q4: 287,397 shares; 2025Q1: 270,764 shares; 2025Q2: 366,346 shares; 2025Q3: 358,374 shares; 2025Q4: 351,605 shares 351,605 $12.4M 0.02% -6,769 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,164 shares; 2024Q4: 22,857 shares; 2025Q1: 23,870 shares; 2025Q2: 24,853 shares; 2025Q3: 24,754 shares; 2025Q4: 24,222 shares 24,222 $12.4M 0.02% -532 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,221 shares; 2024Q4: 1,063,237 shares; 2025Q1: 657,977 shares; 2025Q2: 724,892 shares; 2025Q3: 332,838 shares; 2025Q4: 315,620 shares 315,620 $12.3M 0.02% -17,218 Timeline EOCT 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: 35,406 shares; 2024Q4: 42,991 shares; 2025Q1: 39,595 shares; 2025Q2: 353,689 shares; 2025Q3: 359,879 shares; 2025Q4: 389,790 shares 389,790 $12.3M 0.02% +29,911 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,542 shares; 2025Q2: 39,597 shares; 2025Q3: 54,653 shares; 2025Q4: 430,111 shares 430,111 $12.3M 0.02% +375,458 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,152 shares; 2024Q4: 436,618 shares; 2025Q1: 435,162 shares; 2025Q2: 435,469 shares; 2025Q3: 415,615 shares; 2025Q4: 411,713 shares 411,713 $12.3M 0.02% -3,902 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,796 shares; 2024Q4: 634,217 shares; 2025Q1: 660,028 shares; 2025Q2: 400,115 shares; 2025Q3: 418,236 shares; 2025Q4: 486,547 shares 486,547 $12.3M 0.02% +68,311 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,368 shares; 2024Q4: 118,148 shares; 2025Q1: 117,647 shares; 2025Q2: 117,678 shares; 2025Q3: 105,632 shares; 2025Q4: 102,939 shares 102,939 $12.2M 0.02% -2,693 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: 154,068 shares; 2024Q4: 154,204 shares; 2025Q1: 140,343 shares; 2025Q2: 139,146 shares; 2025Q3: 132,608 shares; 2025Q4: 128,978 shares 128,978 $12.2M 0.02% -3,630 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,953 shares; 2024Q4: 523,321 shares; 2025Q1: 476,084 shares; 2025Q2: 497,407 shares; 2025Q3: 472,307 shares; 2025Q4: 532,095 shares 532,095 $12.2M 0.02% +59,788 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: 29,212 shares; 2024Q4: 44,840 shares; 2025Q1: 51,839 shares; 2025Q2: 83,524 shares; 2025Q3: 74,161 shares; 2025Q4: 153,614 shares 153,614 $12.1M 0.02% +79,453 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,473 shares; 2024Q4: 630,031 shares; 2025Q1: 742,190 shares; 2025Q2: 782,323 shares; 2025Q3: 816,120 shares; 2025Q4: 835,336 shares 835,336 $12.1M 0.02% +19,216 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,609 shares; 2024Q4: 222,315 shares; 2025Q1: 272,612 shares; 2025Q2: 506,254 shares; 2025Q3: 395,129 shares; 2025Q4: 371,404 shares 371,404 $12.1M 0.02% -23,725 Timeline BUFY 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: 271,357 shares; 2024Q4: 374,427 shares; 2025Q1: 451,953 shares; 2025Q2: 490,527 shares; 2025Q3: 541,597 shares; 2025Q4: 542,978 shares 542,978 $12.1M 0.02% +1,381 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,182 shares; 2024Q4: 272,165 shares; 2025Q1: 291,371 shares; 2025Q2: 266,020 shares; 2025Q3: 256,666 shares; 2025Q4: 240,456 shares 240,456 $12M 0.02% -16,210 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: 97,485 shares; 2024Q4: 95,511 shares; 2025Q1: 97,996 shares; 2025Q2: 94,712 shares; 2025Q3: 69,467 shares; 2025Q4: 64,657 shares 64,657 $12M 0.02% -4,810 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,908 shares; 2024Q4: 275,047 shares; 2025Q1: 242,599 shares; 2025Q2: 222,906 shares; 2025Q3: 208,183 shares; 2025Q4: 198,224 shares 198,224 $12M 0.02% -9,959 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,461 shares; 2024Q4: 477,385 shares; 2025Q1: 544,277 shares; 2025Q2: 542,158 shares; 2025Q3: 477,880 shares; 2025Q4: 457,752 shares 457,752 $12M 0.02% -20,128 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: 99,846 shares; 2024Q4: 102,279 shares; 2025Q1: 103,319 shares; 2025Q2: 87,200 shares; 2025Q3: 83,004 shares; 2025Q4: 79,209 shares 79,209 $12M 0.02% -3,795 Timeline ZALT 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: 170,274 shares; 2024Q4: 201,217 shares; 2025Q1: 241,811 shares; 2025Q2: 302,164 shares; 2025Q3: 328,596 shares; 2025Q4: 367,886 shares 367,886 $12M 0.02% +39,290 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,692 shares; 2024Q4: 50,579 shares; 2025Q1: 53,772 shares; 2025Q2: 53,998 shares; 2025Q3: 35,903 shares; 2025Q4: 34,048 shares 34,048 $11.9M 0.02% -1,855 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: 39,548 shares; 2024Q4: 41,230 shares; 2025Q1: 47,515 shares; 2025Q2: 55,041 shares; 2025Q3: 61,579 shares; 2025Q4: 84,041 shares 84,041 $11.9M 0.02% +22,462 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,573 shares; 2024Q4: 296,020 shares; 2025Q1: 419,999 shares; 2025Q2: 285,471 shares; 2025Q3: 275,979 shares; 2025Q4: 247,723 shares 247,723 $11.9M 0.02% -28,256 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 21,851 shares; 2025Q1: 22,101 shares; 2025Q2: 21,611 shares; 2025Q3: 27,797 shares; 2025Q4: 21,541 shares 21,541 $11.9M 0.02% -6,256 Timeline PRFZ 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: 265,559 shares; 2024Q4: 257,630 shares; 2025Q1: 253,774 shares; 2025Q2: 258,427 shares; 2025Q3: 256,915 shares; 2025Q4: 258,696 shares 258,696 $11.9M 0.02% +1,781 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,364 shares; 2025Q4: 493,058 shares 493,058 $11.9M 0.02% +430,694 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 2,579 shares; 2025Q1: 2,718 shares; 2025Q2: 2,494 shares; 2025Q3: 3,403 shares; 2025Q4: 21,101 shares 21,101 $11.9M 0.02% +17,698 Timeline EALT 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: 38,516 shares; 2024Q4: 84,994 shares; 2025Q1: 281,113 shares; 2025Q2: 99,762 shares; 2025Q3: 120,189 shares; 2025Q4: 334,716 shares 334,716 $11.8M 0.02% +214,527 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,333 shares; 2024Q4: 408,836 shares; 2025Q1: 379,271 shares; 2025Q2: 475,027 shares; 2025Q3: 237,978 shares; 2025Q4: 231,460 shares 231,460 $11.8M 0.02% -6,518 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,775 shares; 2024Q4: 171,673 shares; 2025Q1: 174,544 shares; 2025Q2: 225,695 shares; 2025Q3: 121,218 shares; 2025Q4: 110,980 shares 110,980 $11.7M 0.02% -10,238 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: 84,089 shares; 2024Q4: 96,699 shares; 2025Q1: 97,976 shares; 2025Q2: 97,878 shares; 2025Q3: 95,213 shares; 2025Q4: 95,349 shares 95,349 $11.7M 0.02% +136 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 7,322 shares; 2025Q1: 7,120 shares; 2025Q2: 7,209 shares; 2025Q3: 7,025 shares; 2025Q4: 6,934 shares 6,934 $11.7M 0.02% -91 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442,159 shares 442,159 $11.7M 0.02% new 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: 293,954 shares; 2024Q4: 290,985 shares; 2025Q1: 304,686 shares; 2025Q2: 302,155 shares; 2025Q3: 317,957 shares; 2025Q4: 333,951 shares 333,951 $11.7M 0.02% +15,994 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: 12,267 shares; 2024Q4: 22,180 shares; 2025Q1: 39,420 shares; 2025Q2: 44,274 shares; 2025Q3: 39,991 shares; 2025Q4: 34,208 shares 34,208 $11.6M 0.02% -5,783 Timeline STIP 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: 115,542 shares; 2024Q4: 116,405 shares; 2025Q1: 135,711 shares; 2025Q2: 127,055 shares; 2025Q3: 122,004 shares; 2025Q4: 112,703 shares 112,703 $11.5M 0.02% -9,301 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,653 shares; 2024Q4: 160,526 shares; 2025Q1: 157,673 shares; 2025Q2: 153,141 shares; 2025Q3: 154,141 shares; 2025Q4: 133,816 shares 133,816 $11.5M 0.02% -20,325 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,139 shares; 2024Q4: 127,012 shares; 2025Q1: 132,602 shares; 2025Q2: 136,774 shares; 2025Q3: 137,236 shares; 2025Q4: 156,464 shares 156,464 $11.5M 0.02% +19,228 Timeline SCHA 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: 300,912 shares; 2024Q4: 609,961 shares; 2025Q1: 599,499 shares; 2025Q2: 585,917 shares; 2025Q3: 458,997 shares; 2025Q4: 402,624 shares 402,624 $11.5M 0.02% -56,373 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,654 shares; 2024Q4: 631,724 shares; 2025Q1: 629,296 shares; 2025Q2: 612,786 shares; 2025Q3: 581,324 shares; 2025Q4: 309,225 shares 309,225 $11.4M 0.02% -272,099 Timeline DGCB 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: 267,550 shares; 2024Q4: 287,292 shares; 2025Q1: 290,365 shares; 2025Q2: 207,830 shares; 2025Q3: 208,194 shares; 2025Q4: 210,487 shares 210,487 $11.4M 0.02% +2,293 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,894 shares; 2024Q4: 393,264 shares; 2025Q1: 384,436 shares; 2025Q2: 354,471 shares; 2025Q3: 320,410 shares; 2025Q4: 294,661 shares 294,661 $11.4M 0.02% -25,749 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: 44,351 shares; 2024Q4: 53,918 shares; 2025Q1: 71,480 shares; 2025Q2: 93,761 shares; 2025Q3: 82,878 shares; 2025Q4: 70,533 shares 70,533 $11.4M 0.02% -12,345 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: 105,203 shares; 2024Q4: 107,416 shares; 2025Q1: 107,330 shares; 2025Q2: 104,138 shares; 2025Q3: 97,378 shares; 2025Q4: 88,111 shares 88,111 $11.4M 0.02% -9,267 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,816 shares; 2024Q4: 149,266 shares; 2025Q1: 150,844 shares; 2025Q2: 125,065 shares; 2025Q3: 117,148 shares; 2025Q4: 119,881 shares 119,881 $11.4M 0.02% +2,733 Timeline SHLD 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: 18,928 shares; 2024Q4: 46,644 shares; 2025Q1: 54,277 shares; 2025Q2: 104,078 shares; 2025Q3: 204,966 shares; 2025Q4: 175,446 shares 175,446 $11.4M 0.02% -29,520 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,908 shares; 2024Q4: 40,544 shares; 2025Q1: 50,805 shares; 2025Q2: 44,578 shares; 2025Q3: 47,918 shares; 2025Q4: 43,422 shares 43,422 $11.3M 0.02% -4,496 Timeline TLTD 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: 124,134 shares; 2024Q4: 126,330 shares; 2025Q1: 124,310 shares; 2025Q2: 118,937 shares; 2025Q3: 120,060 shares; 2025Q4: 122,270 shares 122,270 $11.3M 0.02% +2,210 Timeline XSMO 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: 125,327 shares; 2024Q4: 150,914 shares; 2025Q1: 143,122 shares; 2025Q2: 159,873 shares; 2025Q3: 210,370 shares; 2025Q4: 157,351 shares 157,351 $11.3M 0.02% -53,019 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 48,175 shares; 2025Q1: 105,633 shares; 2025Q2: 128,282 shares; 2025Q3: 207,005 shares; 2025Q4: 366,484 shares 366,484 $11.3M 0.02% +159,479 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,270 shares; 2024Q4: 134,495 shares; 2025Q1: 152,410 shares; 2025Q2: 164,776 shares; 2025Q3: 148,374 shares; 2025Q4: 149,569 shares 149,569 $11.3M 0.02% +1,195 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 21,302 shares; 2025Q1: 16,835 shares; 2025Q2: 16,061 shares; 2025Q3: 16,071 shares; 2025Q4: 18,684 shares 18,684 $11.3M 0.02% +2,613 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: 325,920 shares; 2024Q4: 286,190 shares; 2025Q1: 306,688 shares; 2025Q2: 302,655 shares; 2025Q3: 289,519 shares; 2025Q4: 228,010 shares 228,010 $11.2M 0.01% -61,509 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,990 shares; 2024Q4: 121,173 shares; 2025Q1: 157,021 shares; 2025Q2: 164,655 shares; 2025Q3: 185,659 shares; 2025Q4: 184,888 shares 184,888 $11.2M 0.01% -771 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,230 shares; 2024Q4: 477,828 shares; 2025Q1: 502,523 shares; 2025Q2: 548,632 shares; 2025Q3: 467,519 shares; 2025Q4: 468,029 shares 468,029 $11.2M 0.01% +510 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,198 shares; 2024Q4: 304,605 shares; 2025Q1: 306,189 shares; 2025Q2: 311,536 shares; 2025Q3: 317,469 shares; 2025Q4: 334,952 shares 334,952 $11.1M 0.01% +17,483 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,448 shares; 2024Q4: 39,519 shares; 2025Q1: 408,280 shares; 2025Q2: 78,224 shares; 2025Q3: 100,232 shares; 2025Q4: 210,882 shares 210,882 $11.1M 0.01% +110,650 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: 298,517 shares; 2024Q4: 296,100 shares; 2025Q1: 286,887 shares; 2025Q2: 277,673 shares; 2025Q3: 269,674 shares; 2025Q4: 258,864 shares 258,864 $11.1M 0.01% -10,810 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: 47,208 shares; 2024Q4: 57,937 shares; 2025Q1: 59,817 shares; 2025Q2: 60,893 shares; 2025Q3: 57,380 shares; 2025Q4: 56,317 shares 56,317 $11.1M 0.01% -1,063 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,352 shares; 2024Q4: 452,869 shares; 2025Q1: 413,304 shares; 2025Q2: 418,022 shares; 2025Q3: 334,286 shares; 2025Q4: 355,476 shares 355,476 $11.1M 0.01% +21,190 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: 140,240 shares; 2024Q4: 125,024 shares; 2025Q1: 154,712 shares; 2025Q2: 130,892 shares; 2025Q3: 154,275 shares; 2025Q4: 137,296 shares 137,296 $11.1M 0.01% -16,979 Timeline DFGR 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: 327,081 shares; 2024Q4: 337,468 shares; 2025Q1: 355,211 shares; 2025Q2: 361,628 shares; 2025Q3: 386,614 shares; 2025Q4: 418,758 shares 418,758 $11.1M 0.01% +32,144 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: 18,662 shares; 2024Q4: 15,059 shares; 2025Q1: 15,101 shares; 2025Q2: 14,958 shares; 2025Q3: 12,653 shares; 2025Q4: 38,392 shares 38,392 $11M 0.01% +25,739 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: 97,895 shares; 2024Q4: 62,998 shares; 2025Q1: 64,320 shares; 2025Q2: 62,736 shares; 2025Q3: 60,524 shares; 2025Q4: 59,391 shares 59,391 $11M 0.01% -1,133 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,452 shares; 2024Q4: 152,311 shares; 2025Q1: 153,697 shares; 2025Q2: 218,226 shares; 2025Q3: 209,935 shares; 2025Q4: 218,029 shares 218,029 $11M 0.01% +8,094 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: 154,742 shares; 2024Q4: 136,915 shares; 2025Q1: 155,783 shares; 2025Q2: 164,954 shares; 2025Q3: 152,523 shares; 2025Q4: 87,193 shares 87,193 $11M 0.01% -65,330 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,180 shares; 2024Q4: 62,413 shares; 2025Q1: 63,199 shares; 2025Q2: 85,947 shares; 2025Q3: 86,222 shares; 2025Q4: 86,587 shares 86,587 $11M 0.01% +365 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,307 shares; 2024Q4: 338,563 shares; 2025Q1: 345,975 shares; 2025Q2: 345,989 shares; 2025Q3: 220,903 shares; 2025Q4: 246,237 shares 246,237 $11M 0.01% +25,334 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,492 shares; 2024Q4: 66,721 shares; 2025Q1: 89,751 shares; 2025Q2: 84,600 shares; 2025Q3: 63,057 shares; 2025Q4: 208,039 shares 208,039 $10.9M 0.01% +144,982 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,854 shares; 2024Q4: 87,085 shares; 2025Q1: 96,751 shares; 2025Q2: 101,937 shares; 2025Q3: 109,642 shares; 2025Q4: 120,769 shares 120,769 $10.9M 0.01% +11,127 Timeline XMLV 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: 252,167 shares; 2024Q4: 285,293 shares; 2025Q1: 257,549 shares; 2025Q2: 217,510 shares; 2025Q3: 182,672 shares; 2025Q4: 174,148 shares 174,148 $10.9M 0.01% -8,524 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,712 shares; 2024Q4: 184,882 shares; 2025Q1: 182,125 shares; 2025Q2: 181,300 shares; 2025Q3: 176,377 shares; 2025Q4: 164,645 shares 164,645 $10.8M 0.01% -11,732 Timeline XLRE 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: 198,493 shares; 2024Q4: 227,517 shares; 2025Q1: 342,998 shares; 2025Q2: 256,535 shares; 2025Q3: 267,969 shares; 2025Q4: 268,499 shares 268,499 $10.8M 0.01% +530 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,765 shares; 2024Q4: 37,723 shares; 2025Q1: 51,854 shares; 2025Q2: 34,404 shares; 2025Q3: 32,520 shares; 2025Q4: 36,627 shares 36,627 $10.8M 0.01% +4,107 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,794 shares; 2024Q4: 132,203 shares; 2025Q1: 108,051 shares; 2025Q2: 93,865 shares; 2025Q3: 72,507 shares; 2025Q4: 72,996 shares 72,996 $10.8M 0.01% +489 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: 126,418 shares; 2024Q4: 169,039 shares; 2025Q1: 223,303 shares; 2025Q2: 112,764 shares; 2025Q3: 97,360 shares; 2025Q4: 73,506 shares 73,506 $10.8M 0.01% -23,854 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: 132,546 shares; 2024Q4: 142,769 shares; 2025Q1: 134,213 shares; 2025Q2: 140,745 shares; 2025Q3: 115,899 shares; 2025Q4: 114,039 shares 114,039 $10.8M 0.01% -1,860 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: 314,890 shares; 2024Q4: 306,563 shares; 2025Q1: 614,753 shares; 2025Q2: 387,110 shares; 2025Q3: 373,549 shares; 2025Q4: 335,775 shares 335,775 $10.7M 0.01% -37,774 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: 678,439 shares; 2024Q4: 717,547 shares; 2025Q1: 858,829 shares; 2025Q2: 934,785 shares; 2025Q3: 597,586 shares; 2025Q4: 603,803 shares 603,803 $10.7M 0.01% +6,217 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,135 shares; 2024Q4: 213,203 shares; 2025Q1: 104,623 shares; 2025Q2: 189,488 shares; 2025Q3: 128,972 shares; 2025Q4: 204,515 shares 204,515 $10.6M 0.01% +75,543 Timeline SPUC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,185 shares; 2024Q4: 263,264 shares; 2025Q1: 276,728 shares; 2025Q2: 198,666 shares; 2025Q3: 213,093 shares; 2025Q4: 227,107 shares 227,107 $10.6M 0.01% +14,014 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,280 shares; 2024Q4: 537,843 shares; 2025Q1: 502,414 shares; 2025Q2: 503,025 shares; 2025Q3: 404,105 shares; 2025Q4: 366,977 shares 366,977 $10.6M 0.01% -37,128 Timeline BUFF 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: 239,607 shares; 2024Q4: 239,771 shares; 2025Q1: 232,553 shares; 2025Q2: 229,662 shares; 2025Q3: 270,481 shares; 2025Q4: 212,090 shares 212,090 $10.6M 0.01% -58,391 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,510 shares; 2025Q2: 28,880 shares; 2025Q3: 55,771 shares; 2025Q4: 131,419 shares 131,419 $10.6M 0.01% +75,648 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,193 shares; 2024Q4: 138,969 shares; 2025Q1: 145,261 shares; 2025Q2: 135,498 shares; 2025Q3: 140,128 shares; 2025Q4: 130,991 shares 130,991 $10.5M 0.01% -9,137 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: 199,413 shares; 2024Q4: 178,184 shares; 2025Q1: 307,240 shares; 2025Q2: 243,783 shares; 2025Q3: 320,354 shares; 2025Q4: 255,000 shares 255,000 $10.5M 0.01% -65,354 Timeline IDU 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: 124,310 shares; 2024Q4: 125,357 shares; 2025Q1: 127,872 shares; 2025Q2: 108,139 shares; 2025Q3: 118,733 shares; 2025Q4: 96,566 shares 96,566 $10.5M 0.01% -22,167 Timeline FDRR 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: 218,897 shares; 2024Q4: 223,225 shares; 2025Q1: 218,985 shares; 2025Q2: 197,152 shares; 2025Q3: 193,177 shares; 2025Q4: 170,727 shares 170,727 $10.4M 0.01% -22,450 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,197 shares; 2024Q4: 95,784 shares; 2025Q1: 94,526 shares; 2025Q2: 85,648 shares; 2025Q3: 89,603 shares; 2025Q4: 106,947 shares 106,947 $10.4M 0.01% +17,344 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,193 shares; 2024Q4: 312,357 shares; 2025Q1: 330,420 shares; 2025Q2: 310,266 shares; 2025Q3: 292,980 shares; 2025Q4: 286,989 shares 286,989 $10.4M 0.01% -5,991 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: 123,785 shares; 2024Q4: 122,593 shares; 2025Q1: 145,224 shares; 2025Q2: 129,263 shares; 2025Q3: 128,186 shares; 2025Q4: 117,807 shares 117,807 $10.4M 0.01% -10,379 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: 184,420 shares; 2024Q4: 193,361 shares; 2025Q1: 203,069 shares; 2025Q2: 197,208 shares; 2025Q3: 176,627 shares; 2025Q4: 173,921 shares 173,921 $10.4M 0.01% -2,706 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,712 shares; 2024Q4: 215,184 shares; 2025Q1: 563,747 shares; 2025Q2: 587,144 shares; 2025Q3: 224,752 shares; 2025Q4: 204,365 shares 204,365 $10.4M 0.01% -20,387 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840,191 shares; 2025Q1: 845,099 shares; 2025Q2: 858,878 shares; 2025Q3: 616,836 shares; 2025Q4: 356,420 shares 356,420 $10.3M 0.01% -260,416 Timeline IBDY 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: 196,419 shares; 2024Q4: 184,041 shares; 2025Q1: 385,094 shares; 2025Q2: 376,601 shares; 2025Q3: 373,608 shares; 2025Q4: 388,766 shares 388,766 $10.2M 0.01% +15,158 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,526 shares; 2024Q4: 375,875 shares; 2025Q1: 434,843 shares; 2025Q2: 387,064 shares; 2025Q3: 251,802 shares; 2025Q4: 245,269 shares 245,269 $10.2M 0.01% -6,533 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: 193,127 shares; 2024Q4: 163,558 shares; 2025Q1: 164,001 shares; 2025Q2: 133,249 shares; 2025Q3: 128,353 shares; 2025Q4: 119,083 shares 119,083 $10.2M 0.01% -9,270 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,099 shares; 2024Q4: 505,801 shares; 2025Q1: 181,731 shares; 2025Q2: 319,579 shares; 2025Q3: 278,825 shares; 2025Q4: 254,815 shares 254,815 $10.1M 0.01% -24,010 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,917 shares; 2024Q4: 235,116 shares; 2025Q1: 274,014 shares; 2025Q2: 323,608 shares; 2025Q3: 273,083 shares; 2025Q4: 242,670 shares 242,670 $10.1M 0.01% -30,413 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,476 shares; 2024Q4: 26,939 shares; 2025Q1: 25,777 shares; 2025Q2: 24,637 shares; 2025Q3: 36,731 shares; 2025Q4: 40,124 shares 40,124 $10.1M 0.01% +3,393 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: 45,094 shares; 2024Q4: 44,280 shares; 2025Q1: 47,936 shares; 2025Q2: 48,108 shares; 2025Q3: 41,596 shares; 2025Q4: 38,754 shares 38,754 $10.1M 0.01% -2,842 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: 253,415 shares; 2024Q4: 231,144 shares; 2025Q1: 245,761 shares; 2025Q2: 239,872 shares; 2025Q3: 229,400 shares; 2025Q4: 200,924 shares 200,924 $10.1M 0.01% -28,476 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,243 shares; 2024Q4: 113,758 shares; 2025Q1: 119,276 shares; 2025Q2: 143,982 shares; 2025Q3: 245,555 shares; 2025Q4: 255,478 shares 255,478 $10M 0.01% +9,923 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193,784 shares; 2024Q4: 2,265,127 shares; 2025Q1: 2,284,391 shares; 2025Q2: 2,366,589 shares; 2025Q3: 1,873,917 shares; 2025Q4: 1,235,664 shares 1,235,664 $10M 0.01% -638,253 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,113 shares; 2024Q4: 492,245 shares; 2025Q1: 580,246 shares; 2025Q2: 613,937 shares; 2025Q3: 652,015 shares; 2025Q4: 507,623 shares 507,623 $10M 0.01% -144,392 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: 33,384 shares; 2024Q4: 31,967 shares; 2025Q1: 33,259 shares; 2025Q2: 45,236 shares; 2025Q3: 41,656 shares; 2025Q4: 29,646 shares 29,646 $10M 0.01% -12,010 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,805 shares; 2025Q1: 13,086 shares; 2025Q2: 38,366 shares; 2025Q3: 77,080 shares; 2025Q4: 128,153 shares 128,153 $10M 0.01% +51,073 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,540 shares; 2024Q4: 162,011 shares; 2025Q1: 178,035 shares; 2025Q2: 258,971 shares; 2025Q3: 348,301 shares; 2025Q4: 398,202 shares 398,202 $9.99M 0.01% +49,901 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,877 shares; 2024Q4: 197,150 shares; 2025Q1: 249,111 shares; 2025Q2: 184,808 shares; 2025Q3: 154,720 shares; 2025Q4: 182,235 shares 182,235 $9.99M 0.01% +27,515 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: 98,258 shares; 2024Q4: 95,143 shares; 2025Q1: 128,404 shares; 2025Q2: 104,019 shares; 2025Q3: 104,248 shares; 2025Q4: 102,686 shares 102,686 $9.97M 0.01% -1,562 Timeline TBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752,198 shares; 2025Q3: 685,146 shares; 2025Q4: 499,963 shares 499,963 $9.95M 0.01% -185,183 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: 100,008 shares; 2024Q4: 101,361 shares; 2025Q1: 105,967 shares; 2025Q2: 109,195 shares; 2025Q3: 84,537 shares; 2025Q4: 76,504 shares 76,504 $9.95M 0.01% -8,033 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,958 shares; 2024Q4: 241,099 shares; 2025Q1: 250,471 shares; 2025Q2: 235,518 shares; 2025Q3: 217,498 shares; 2025Q4: 199,910 shares 199,910 $9.91M 0.01% -17,588 Timeline MGOV 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: 94,542 shares; 2024Q4: 126,995 shares; 2025Q1: 408,645 shares; 2025Q2: 417,199 shares; 2025Q3: 437,327 shares; 2025Q4: 483,473 shares 483,473 $9.9M 0.01% +46,146 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 14,522 shares; 2025Q1: 14,727 shares; 2025Q2: 16,644 shares; 2025Q3: 18,676 shares; 2025Q4: 17,016 shares 17,016 $9.88M 0.01% -1,660 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: 126,375 shares; 2024Q4: 137,418 shares; 2025Q1: 132,421 shares; 2025Q2: 143,825 shares; 2025Q3: 143,614 shares; 2025Q4: 175,656 shares 175,656 $9.87M 0.01% +32,042 Timeline SPSB 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: 116,631 shares; 2024Q4: 242,106 shares; 2025Q1: 279,147 shares; 2025Q2: 426,120 shares; 2025Q3: 310,664 shares; 2025Q4: 326,295 shares 326,295 $9.85M 0.01% +15,631 Timeline NJUL 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: 107,806 shares; 2024Q4: 99,864 shares; 2025Q1: 106,557 shares; 2025Q2: 112,774 shares; 2025Q3: 138,629 shares; 2025Q4: 135,679 shares 135,679 $9.85M 0.01% -2,950 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,319 shares; 2024Q4: 722,434 shares; 2025Q1: 812,562 shares; 2025Q2: 857,958 shares; 2025Q3: 862,825 shares; 2025Q4: 917,522 shares 917,522 $9.84M 0.01% +54,697 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,479 shares; 2024Q4: 139,704 shares; 2025Q1: 201,743 shares; 2025Q2: 191,712 shares; 2025Q3: 161,376 shares; 2025Q4: 141,105 shares 141,105 $9.81M 0.01% -20,271 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,398 shares; 2024Q4: 345,356 shares; 2025Q1: 434,545 shares; 2025Q2: 477,748 shares; 2025Q3: 535,617 shares; 2025Q4: 474,940 shares 474,940 $9.78M 0.01% -60,677 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,275 shares; 2024Q4: 144,328 shares; 2025Q1: 303,455 shares; 2025Q2: 328,417 shares; 2025Q3: 323,760 shares; 2025Q4: 322,168 shares 322,168 $9.77M 0.01% -1,592 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,110 shares; 2024Q4: 278,760 shares; 2025Q1: 290,901 shares; 2025Q2: 307,373 shares; 2025Q3: 292,268 shares; 2025Q4: 283,511 shares 283,511 $9.72M 0.01% -8,757 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,732 shares; 2024Q4: 509,751 shares; 2025Q1: 509,483 shares; 2025Q2: 507,312 shares; 2025Q3: 373,355 shares; 2025Q4: 370,695 shares 370,695 $9.71M 0.01% -2,660 Timeline XSVM 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: 689,648 shares; 2024Q4: 700,345 shares; 2025Q1: 603,994 shares; 2025Q2: 430,831 shares; 2025Q3: 171,648 shares; 2025Q4: 169,630 shares 169,630 $9.69M 0.01% -2,018 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 8,193 shares; 2025Q1: 10,859 shares; 2025Q2: 14,301 shares; 2025Q3: 13,804 shares; 2025Q4: 77,728 shares 77,728 $9.58M 0.01% +63,924 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,879 shares; 2024Q4: 116,657 shares; 2025Q1: 123,405 shares; 2025Q2: 103,652 shares; 2025Q3: 88,556 shares; 2025Q4: 69,043 shares 69,043 $9.53M 0.01% -19,513 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,449 shares; 2024Q4: 141,928 shares; 2025Q1: 138,508 shares; 2025Q2: 197,777 shares; 2025Q3: 360,038 shares; 2025Q4: 379,249 shares 379,249 $9.51M 0.01% +19,211 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: 31,516 shares; 2024Q4: 30,442 shares; 2025Q1: 32,701 shares; 2025Q2: 33,331 shares; 2025Q3: 63,718 shares; 2025Q4: 41,671 shares 41,671 $9.5M 0.01% -22,047 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: 163,924 shares; 2024Q4: 245,476 shares; 2025Q1: 265,977 shares; 2025Q2: 264,574 shares; 2025Q3: 173,486 shares; 2025Q4: 115,655 shares 115,655 $9.49M 0.01% -57,831 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,427 shares; 2024Q4: 31,325 shares; 2025Q1: 37,655 shares; 2025Q2: 42,453 shares; 2025Q3: 42,763 shares; 2025Q4: 41,258 shares 41,258 $9.48M 0.01% -1,505 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,645 shares; 2025Q1: 28,488 shares; 2025Q2: 154,667 shares; 2025Q3: 186,388 shares; 2025Q4: 557,321 shares 557,321 $9.48M 0.01% +370,933 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,825 shares; 2024Q4: 651,258 shares; 2025Q1: 683,531 shares; 2025Q2: 697,799 shares; 2025Q3: 39,194 shares; 2025Q4: 378,815 shares 378,815 $9.47M 0.01% +339,621 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: 8,783 shares; 2024Q4: 10,032 shares; 2025Q1: 10,222 shares; 2025Q2: 12,441 shares; 2025Q3: 25,620 shares; 2025Q4: 20,110 shares 20,110 $9.45M 0.01% -5,510 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,598 shares; 2024Q4: 69,903 shares; 2025Q1: 78,212 shares; 2025Q2: 89,839 shares; 2025Q3: 74,238 shares; 2025Q4: 74,600 shares 74,600 $9.43M 0.01% +362 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,912 shares; 2024Q4: 271,505 shares; 2025Q1: 300,720 shares; 2025Q2: 275,878 shares; 2025Q3: 266,762 shares; 2025Q4: 229,254 shares 229,254 $9.43M 0.01% -37,508 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,380 shares; 2024Q4: 158,699 shares; 2025Q1: 191,349 shares; 2025Q2: 527,871 shares; 2025Q3: 256,306 shares; 2025Q4: 197,344 shares 197,344 $9.42M 0.01% -58,962 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,456 shares; 2024Q4: 91,125 shares; 2025Q1: 103,797 shares; 2025Q2: 81,443 shares; 2025Q3: 78,189 shares; 2025Q4: 79,996 shares 79,996 $9.4M 0.01% +1,807 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,986 shares; 2024Q4: 62,961 shares; 2025Q1: 61,677 shares; 2025Q2: 65,181 shares; 2025Q3: 59,155 shares; 2025Q4: 58,043 shares 58,043 $9.39M 0.01% -1,112 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,003 shares; 2024Q4: 33,043 shares; 2025Q1: 35,827 shares; 2025Q2: 37,378 shares; 2025Q3: 40,156 shares; 2025Q4: 36,181 shares 36,181 $9.36M 0.01% -3,975 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891,197 shares; 2024Q4: 1,903,700 shares; 2025Q1: 1,892,283 shares; 2025Q2: 1,878,662 shares; 2025Q3: 1,487,634 shares; 2025Q4: 1,516,560 shares 1,516,560 $9.36M 0.01% +28,926 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,658 shares; 2024Q4: 211,475 shares; 2025Q1: 177,715 shares; 2025Q2: 178,170 shares; 2025Q3: 166,379 shares; 2025Q4: 162,034 shares 162,034 $9.32M 0.01% -4,345 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,278 shares; 2024Q4: 80,495 shares; 2025Q1: 80,455 shares; 2025Q2: 74,037 shares; 2025Q3: 66,922 shares; 2025Q4: 193,913 shares 193,913 $9.29M 0.01% +126,991 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: 18,437 shares; 2024Q4: 16,474 shares; 2025Q1: 16,725 shares; 2025Q2: 18,305 shares; 2025Q3: 17,407 shares; 2025Q4: 13,721 shares 13,721 $9.28M 0.01% -3,686 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,377 shares; 2024Q4: 238,980 shares; 2025Q1: 234,532 shares; 2025Q2: 215,827 shares; 2025Q3: 204,138 shares; 2025Q4: 185,326 shares 185,326 $9.28M 0.01% -18,812 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,858 shares; 2024Q4: 128,898 shares; 2025Q1: 120,627 shares; 2025Q2: 130,347 shares; 2025Q3: 94,817 shares; 2025Q4: 101,355 shares 101,355 $9.27M 0.01% +6,538 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,510 shares; 2024Q4: 99,682 shares; 2025Q1: 98,631 shares; 2025Q2: 100,562 shares; 2025Q3: 97,940 shares; 2025Q4: 129,154 shares 129,154 $9.27M 0.01% +31,214 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,305 shares; 2025Q3: 89,344 shares; 2025Q4: 129,109 shares 129,109 $9.25M 0.01% +39,765 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,661 shares; 2024Q4: 140,970 shares; 2025Q1: 140,282 shares; 2025Q2: 143,099 shares; 2025Q3: 144,775 shares; 2025Q4: 137,649 shares 137,649 $9.23M 0.01% -7,126 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: 152,037 shares; 2024Q4: 149,098 shares; 2025Q1: 151,262 shares; 2025Q2: 145,071 shares; 2025Q3: 134,199 shares; 2025Q4: 105,530 shares 105,530 $9.22M 0.01% -28,669 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,032 shares; 2024Q4: 350,675 shares; 2025Q1: 270,617 shares; 2025Q2: 265,307 shares; 2025Q3: 250,783 shares; 2025Q4: 245,953 shares 245,953 $9.21M 0.01% -4,830 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: 102,085 shares; 2024Q4: 97,830 shares; 2025Q1: 101,849 shares; 2025Q2: 97,299 shares; 2025Q3: 142,288 shares; 2025Q4: 137,518 shares 137,518 $9.2M 0.01% -4,770 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190,536 shares; 2025Q1: 251,072 shares; 2025Q2: 440,154 shares; 2025Q3: 286,327 shares; 2025Q4: 290,395 shares 290,395 $9.2M 0.01% +4,068 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,592 shares; 2024Q4: 168,838 shares; 2025Q1: 171,763 shares; 2025Q2: 168,208 shares; 2025Q3: 180,153 shares; 2025Q4: 115,317 shares 115,317 $9.19M 0.01% -64,836 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,357 shares; 2024Q4: 183,727 shares; 2025Q1: 169,428 shares; 2025Q2: 114,111 shares; 2025Q3: 108,513 shares; 2025Q4: 107,980 shares 107,980 $9.14M 0.01% -533 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,894 shares; 2024Q4: 92,373 shares; 2025Q1: 86,177 shares; 2025Q2: 263,086 shares; 2025Q3: 411,581 shares; 2025Q4: 393,122 shares 393,122 $9.12M 0.01% -18,459 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,672 shares; 2024Q4: 115,766 shares; 2025Q1: 116,421 shares; 2025Q2: 118,133 shares; 2025Q3: 126,794 shares; 2025Q4: 123,277 shares 123,277 $9.11M 0.01% -3,517 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: 775,779 shares; 2024Q4: 671,602 shares; 2025Q1: 707,151 shares; 2025Q2: 626,648 shares; 2025Q3: 553,116 shares; 2025Q4: 524,130 shares 524,130 $9.09M 0.01% -28,986 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: 36,916 shares; 2024Q4: 26,903 shares; 2025Q1: 23,768 shares; 2025Q2: 25,109 shares; 2025Q3: 25,906 shares; 2025Q4: 25,768 shares 25,768 $9.09M 0.01% -138 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,587 shares; 2024Q4: 98,795 shares; 2025Q1: 95,317 shares; 2025Q2: 93,216 shares; 2025Q3: 82,453 shares; 2025Q4: 79,130 shares 79,130 $9.01M 0.01% -3,323 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,189 shares; 2024Q4: 666,298 shares; 2025Q1: 672,177 shares; 2025Q2: 676,091 shares; 2025Q3: 650,339 shares; 2025Q4: 650,442 shares 650,442 $9M 0.01% +103 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,371 shares; 2024Q4: 280,469 shares; 2025Q1: 197,716 shares; 2025Q2: 269,081 shares; 2025Q3: 258,935 shares; 2025Q4: 217,842 shares 217,842 $9M 0.01% -41,093 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,213 shares; 2024Q4: 910,426 shares; 2025Q1: 939,232 shares; 2025Q2: 994,022 shares; 2025Q3: 998,858 shares; 2025Q4: 1,069,555 shares 1,069,555 $8.92M 0.01% +70,697 YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,796 shares; 2024Q4: 179,102 shares; 2025Q1: 223,143 shares; 2025Q2: 192,412 shares; 2025Q3: 180,959 shares; 2025Q4: 176,640 shares 176,640 $8.92M 0.01% -4,319 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: 37,452 shares; 2024Q4: 39,921 shares; 2025Q1: 47,892 shares; 2025Q2: 48,124 shares; 2025Q3: 62,348 shares; 2025Q4: 55,036 shares 55,036 $8.91M 0.01% -7,312 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 18,759 shares; 2025Q1: 35,452 shares; 2025Q2: 34,968 shares; 2025Q3: 31,265 shares; 2025Q4: 87,640 shares 87,640 $8.9M 0.01% +56,375 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: 74,204 shares; 2024Q4: 82,149 shares; 2025Q1: 83,876 shares; 2025Q2: 78,839 shares; 2025Q3: 71,967 shares; 2025Q4: 65,122 shares 65,122 $8.87M 0.01% -6,845 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,994 shares; 2024Q4: 698,285 shares; 2025Q1: 668,024 shares; 2025Q2: 651,388 shares; 2025Q3: 637,681 shares; 2025Q4: 629,803 shares 629,803 $8.86M 0.01% -7,878 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,640 shares; 2024Q4: 299,677 shares; 2025Q1: 358,112 shares; 2025Q2: 372,149 shares; 2025Q3: 391,183 shares; 2025Q4: 378,143 shares 378,143 $8.85M 0.01% -13,040 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: 88,515 shares; 2024Q4: 87,893 shares; 2025Q1: 241,497 shares; 2025Q2: 249,345 shares; 2025Q3: 188,961 shares; 2025Q4: 200,778 shares 200,778 $8.85M 0.01% +11,817 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: 109,393 shares; 2024Q4: 106,214 shares; 2025Q1: 104,036 shares; 2025Q2: 105,941 shares; 2025Q3: 105,479 shares; 2025Q4: 103,190 shares 103,190 $8.85M 0.01% -2,289 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,692 shares; 2024Q4: 220,886 shares; 2025Q1: 214,298 shares; 2025Q2: 247,392 shares; 2025Q3: 211,273 shares; 2025Q4: 261,191 shares 261,191 $8.84M 0.01% +49,918 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,528 shares; 2024Q4: 264,737 shares; 2025Q1: 288,208 shares; 2025Q2: 248,950 shares; 2025Q3: 228,459 shares; 2025Q4: 195,840 shares 195,840 $8.83M 0.01% -32,619 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,444 shares; 2024Q4: 103,593 shares; 2025Q1: 102,352 shares; 2025Q2: 107,172 shares; 2025Q3: 88,358 shares; 2025Q4: 90,243 shares 90,243 $8.83M 0.01% +1,885 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,206 shares; 2024Q4: 229,497 shares; 2025Q1: 309,980 shares; 2025Q2: 274,224 shares; 2025Q3: 265,868 shares; 2025Q4: 250,769 shares 250,769 $8.81M 0.01% -15,099 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,484 shares; 2024Q4: 101,401 shares; 2025Q1: 151,288 shares; 2025Q2: 189,066 shares; 2025Q3: 204,037 shares; 2025Q4: 209,660 shares 209,660 $8.8M 0.01% +5,623 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,583 shares; 2024Q4: 298,759 shares; 2025Q1: 175,963 shares; 2025Q2: 129,193 shares; 2025Q3: 128,329 shares; 2025Q4: 126,788 shares 126,788 $8.8M 0.01% -1,541 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,989 shares; 2024Q4: 43,598 shares; 2025Q1: 49,823 shares; 2025Q2: 52,888 shares; 2025Q3: 47,188 shares; 2025Q4: 45,219 shares 45,219 $8.79M 0.01% -1,969 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,811 shares; 2024Q4: 117,491 shares; 2025Q1: 113,589 shares; 2025Q2: 115,637 shares; 2025Q3: 115,255 shares; 2025Q4: 115,125 shares 115,125 $8.78M 0.01% -130 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,370 shares; 2024Q4: 376,720 shares; 2025Q1: 386,334 shares; 2025Q2: 400,867 shares; 2025Q3: 352,502 shares; 2025Q4: 392,514 shares 392,514 $8.78M 0.01% +40,012 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,829 shares; 2024Q4: 75,448 shares; 2025Q1: 121,674 shares; 2025Q2: 93,521 shares; 2025Q3: 114,314 shares; 2025Q4: 123,488 shares 123,488 $8.77M 0.01% +9,174 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,447 shares; 2024Q4: 53,334 shares; 2025Q1: 48,556 shares; 2025Q2: 50,565 shares; 2025Q3: 94,272 shares; 2025Q4: 92,773 shares 92,773 $8.76M 0.01% -1,499 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,558 shares; 2025Q3: 179,586 shares; 2025Q4: 125,485 shares 125,485 $8.75M 0.01% -54,101 Timeline ISPY 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: 12,485 shares; 2024Q4: 41,326 shares; 2025Q1: 104,440 shares; 2025Q2: 131,263 shares; 2025Q3: 177,897 shares; 2025Q4: 191,455 shares 191,455 $8.74M 0.01% +13,558 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,397 shares; 2024Q4: 177,719 shares; 2025Q1: 245,622 shares; 2025Q2: 230,631 shares; 2025Q3: 205,278 shares; 2025Q4: 168,765 shares 168,765 $8.73M 0.01% -36,513 Timeline SCHM 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: 213,260 shares; 2024Q4: 668,506 shares; 2025Q1: 697,072 shares; 2025Q2: 383,617 shares; 2025Q3: 364,002 shares; 2025Q4: 290,109 shares 290,109 $8.72M 0.01% -73,893 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: 336,102 shares; 2024Q4: 348,289 shares; 2025Q1: 407,388 shares; 2025Q2: 252,391 shares; 2025Q3: 275,339 shares; 2025Q4: 227,070 shares 227,070 $8.71M 0.01% -48,269 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,869 shares; 2024Q4: 343,965 shares; 2025Q1: 392,657 shares; 2025Q2: 432,562 shares; 2025Q3: 298,659 shares; 2025Q4: 299,617 shares 299,617 $8.71M 0.01% +958 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,412 shares; 2024Q4: 146,912 shares; 2025Q1: 143,511 shares; 2025Q2: 142,380 shares; 2025Q3: 102,301 shares; 2025Q4: 81,585 shares 81,585 $8.7M 0.01% -20,716 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,567 shares; 2024Q4: 19,392 shares; 2025Q1: 20,400 shares; 2025Q2: 16,643 shares; 2025Q3: 18,130 shares; 2025Q4: 18,631 shares 18,631 $8.7M 0.01% +501 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,238 shares; 2024Q4: 231,703 shares; 2025Q1: 226,208 shares; 2025Q2: 350,294 shares; 2025Q3: 287,948 shares; 2025Q4: 263,216 shares 263,216 $8.69M 0.01% -24,732 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,444 shares; 2024Q4: 69,698 shares; 2025Q1: 71,871 shares; 2025Q2: 48,164 shares; 2025Q3: 44,275 shares; 2025Q4: 39,906 shares 39,906 $8.66M 0.01% -4,369 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 45,684 shares; 2025Q1: 52,482 shares; 2025Q2: 54,121 shares; 2025Q3: 43,613 shares; 2025Q4: 40,644 shares 40,644 $8.61M 0.01% -2,969 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,860 shares; 2024Q4: 117,355 shares; 2025Q1: 111,175 shares; 2025Q2: 110,418 shares; 2025Q3: 109,649 shares; 2025Q4: 94,969 shares 94,969 $8.61M 0.01% -14,680 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,548 shares; 2024Q4: 175,977 shares; 2025Q1: 178,902 shares; 2025Q2: 368,894 shares; 2025Q3: 373,713 shares; 2025Q4: 386,656 shares 386,656 $8.61M 0.01% +12,943 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,700 shares; 2024Q4: 152,402 shares; 2025Q1: 149,521 shares; 2025Q2: 149,798 shares; 2025Q3: 147,375 shares; 2025Q4: 175,181 shares 175,181 $8.6M 0.01% +27,806 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: 278,804 shares; 2025Q1: 326,602 shares; 2025Q2: 362,664 shares; 2025Q3: 317,296 shares; 2025Q4: 292,353 shares 292,353 $8.56M 0.01% -24,943 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,256 shares; 2024Q4: 485,028 shares; 2025Q1: 716,988 shares; 2025Q2: 724,195 shares; 2025Q3: 747,968 shares; 2025Q4: 310,404 shares 310,404 $8.55M 0.01% -437,564 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,914 shares; 2024Q4: 161,336 shares; 2025Q1: 209,810 shares; 2025Q2: 219,399 shares; 2025Q3: 238,393 shares; 2025Q4: 248,126 shares 248,126 $8.49M 0.01% +9,733 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 28,124 shares; 2025Q1: 181,901 shares; 2025Q2: 58,841 shares; 2025Q3: 55,335 shares; 2025Q4: 73,352 shares 73,352 $8.44M 0.01% +18,017 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,771 shares; 2024Q4: 130,544 shares; 2025Q1: 236,983 shares; 2025Q2: 293,903 shares; 2025Q3: 255,505 shares; 2025Q4: 248,184 shares 248,184 $8.43M 0.01% -7,321 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: 132,412 shares; 2024Q4: 202,825 shares; 2025Q1: 158,670 shares; 2025Q2: 163,492 shares; 2025Q3: 127,925 shares; 2025Q4: 106,082 shares 106,082 $8.42M 0.01% -21,843 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,878 shares; 2024Q4: 241,041 shares; 2025Q1: 243,967 shares; 2025Q2: 207,742 shares; 2025Q3: 207,908 shares; 2025Q4: 218,899 shares 218,899 $8.4M 0.01% +10,991 Timeline PSFF 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: 141,661 shares; 2024Q4: 152,082 shares; 2025Q1: 185,525 shares; 2025Q2: 215,263 shares; 2025Q3: 222,671 shares; 2025Q4: 259,670 shares 259,670 $8.4M 0.01% +36,999 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 130,956 shares; 2025Q1: 133,430 shares; 2025Q2: 136,281 shares; 2025Q3: 122,420 shares; 2025Q4: 157,189 shares 157,189 $8.39M 0.01% +34,769 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 44,613 shares; 2025Q1: 65,517 shares; 2025Q2: 65,345 shares; 2025Q3: 112,134 shares; 2025Q4: 224,265 shares 224,265 $8.37M 0.01% +112,131 EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,211 shares; 2024Q4: 259,034 shares; 2025Q1: 266,696 shares; 2025Q2: 287,137 shares; 2025Q3: 244,257 shares; 2025Q4: 180,748 shares 180,748 $8.37M 0.01% -63,509 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,490 shares; 2024Q4: 101,168 shares; 2025Q1: 102,805 shares; 2025Q2: 107,352 shares; 2025Q3: 252,848 shares; 2025Q4: 110,505 shares 110,505 $8.36M 0.01% -142,343 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: 297,318 shares; 2024Q4: 284,978 shares; 2025Q1: 267,661 shares; 2025Q2: 346,488 shares; 2025Q3: 265,089 shares; 2025Q4: 263,533 shares 263,533 $8.35M 0.01% -1,556 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,942 shares; 2024Q4: 368,827 shares; 2025Q1: 332,255 shares; 2025Q2: 336,327 shares; 2025Q3: 162,078 shares; 2025Q4: 196,186 shares 196,186 $8.35M 0.01% +34,108 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,564 shares; 2024Q4: 420,848 shares; 2025Q1: 498,078 shares; 2025Q2: 542,086 shares; 2025Q3: 535,382 shares; 2025Q4: 546,773 shares 546,773 $8.34M 0.01% +11,391 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,732 shares; 2024Q4: 184,130 shares; 2025Q1: 202,238 shares; 2025Q2: 210,145 shares; 2025Q3: 207,154 shares; 2025Q4: 201,535 shares 201,535 $8.32M 0.01% -5,619 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: 12,603 shares; 2024Q4: 13,602 shares; 2025Q1: 13,813 shares; 2025Q2: 16,575 shares; 2025Q3: 15,957 shares; 2025Q4: 15,047 shares 15,047 $8.32M 0.01% -910 Timeline XLB 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: 120,456 shares; 2024Q4: 129,235 shares; 2025Q1: 124,426 shares; 2025Q2: 107,580 shares; 2025Q3: 93,678 shares; 2025Q4: 182,876 shares 182,876 $8.29M 0.01% +89,198 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,199 shares; 2024Q4: 132,587 shares; 2025Q1: 193,504 shares; 2025Q2: 203,931 shares; 2025Q3: 173,138 shares; 2025Q4: 197,719 shares 197,719 $8.29M 0.01% +24,581 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,700 shares; 2024Q4: 70,307 shares; 2025Q1: 70,327 shares; 2025Q2: 69,240 shares; 2025Q3: 67,910 shares; 2025Q4: 65,715 shares 65,715 $8.28M 0.01% -2,195 Timeline