PFXF 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: 447,865 shares; 2024Q4: 456,616 shares; 2025Q1: 480,109 shares; 2025Q2: 488,783 shares; 2025Q3: 489,108 shares; 2025Q4: 468,030 shares 468,030 $8.27M 0.01% -21,078 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,278 shares; 2024Q4: 451,201 shares; 2025Q1: 460,178 shares; 2025Q2: 452,065 shares; 2025Q3: 444,301 shares; 2025Q4: 415,430 shares 415,430 $8.26M 0.01% -28,871 Timeline MAYW 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: 224,370 shares; 2024Q4: 214,315 shares; 2025Q1: 202,504 shares; 2025Q2: 303,114 shares; 2025Q3: 260,183 shares; 2025Q4: 246,136 shares 246,136 $8.26M 0.01% -14,047 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,544 shares; 2024Q4: 46,491 shares; 2025Q1: 45,681 shares; 2025Q2: 45,136 shares; 2025Q3: 51,135 shares; 2025Q4: 79,640 shares 79,640 $8.25M 0.01% +28,505 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,972 shares; 2024Q4: 62,622 shares; 2025Q1: 61,751 shares; 2025Q2: 56,364 shares; 2025Q3: 45,572 shares; 2025Q4: 46,150 shares 46,150 $8.24M 0.01% +578 Timeline CZA 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: 80,137 shares; 2024Q4: 82,789 shares; 2025Q1: 82,730 shares; 2025Q2: 81,222 shares; 2025Q3: 77,091 shares; 2025Q4: 74,342 shares 74,342 $8.24M 0.01% -2,749 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,703 shares; 2024Q4: 341,099 shares; 2025Q1: 346,278 shares; 2025Q2: 335,967 shares; 2025Q3: 333,569 shares; 2025Q4: 245,104 shares 245,104 $8.2M 0.01% -88,465 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,250 shares; 2024Q4: 115,761 shares; 2025Q1: 113,517 shares; 2025Q2: 126,762 shares; 2025Q3: 136,265 shares; 2025Q4: 121,399 shares 121,399 $8.19M 0.01% -14,866 Timeline SPIB 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: 189,078 shares; 2024Q4: 199,513 shares; 2025Q1: 203,522 shares; 2025Q2: 319,145 shares; 2025Q3: 237,589 shares; 2025Q4: 241,960 shares 241,960 $8.18M 0.01% +4,371 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,252 shares; 2024Q4: 238,398 shares; 2025Q1: 290,815 shares; 2025Q2: 238,045 shares; 2025Q3: 245,552 shares; 2025Q4: 276,803 shares 276,803 $8.13M 0.01% +31,251 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,954 shares; 2025Q1: 334,993 shares; 2025Q2: 363,200 shares; 2025Q3: 263,661 shares; 2025Q4: 271,084 shares 271,084 $8.09M 0.01% +7,423 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,332 shares; 2024Q4: 322,830 shares; 2025Q1: 362,944 shares; 2025Q2: 427,447 shares; 2025Q3: 460,639 shares; 2025Q4: 540,473 shares 540,473 $8.07M 0.01% +79,834 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,214 shares; 2024Q4: 103,822 shares; 2025Q1: 103,763 shares; 2025Q2: 102,563 shares; 2025Q3: 89,731 shares; 2025Q4: 85,168 shares 85,168 $8.02M 0.01% -4,563 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,109 shares; 2024Q4: 150,073 shares; 2025Q1: 253,679 shares; 2025Q2: 252,340 shares; 2025Q3: 235,696 shares; 2025Q4: 236,632 shares 236,632 $8.01M 0.01% +936 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,921 shares; 2025Q2: 45,599 shares; 2025Q3: 158,367 shares; 2025Q4: 262,482 shares 262,482 $7.99M 0.01% +104,115 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,404 shares; 2024Q4: 162,665 shares; 2025Q1: 171,402 shares; 2025Q2: 171,019 shares; 2025Q3: 179,625 shares; 2025Q4: 174,200 shares 174,200 $7.99M 0.01% -5,425 Timeline ZJUL 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: 278,803 shares; 2024Q4: 273,238 shares; 2025Q1: 291,323 shares; 2025Q2: 296,486 shares; 2025Q3: 283,341 shares; 2025Q4: 274,905 shares 274,905 $7.99M 0.01% -8,436 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,511 shares; 2024Q4: 24,378 shares; 2025Q1: 24,031 shares; 2025Q2: 24,443 shares; 2025Q3: 27,752 shares; 2025Q4: 26,971 shares 26,971 $7.98M 0.01% -781 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,070 shares; 2024Q4: 28,368 shares; 2025Q1: 61,406 shares; 2025Q2: 58,619 shares; 2025Q3: 55,968 shares; 2025Q4: 45,921 shares 45,921 $7.97M 0.01% -10,047 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,994 shares; 2025Q1: 4,063 shares; 2025Q2: 4,117 shares; 2025Q3: 4,498 shares; 2025Q4: 3,703 shares 3,703 $7.96M 0.01% -795 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,875 shares; 2024Q4: 476,602 shares; 2025Q1: 505,984 shares; 2025Q2: 564,268 shares; 2025Q3: 564,538 shares; 2025Q4: 493,686 shares 493,686 $7.94M 0.01% -70,852 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,208 shares; 2024Q4: 128,254 shares; 2025Q1: 162,396 shares; 2025Q2: 162,092 shares; 2025Q3: 206,884 shares; 2025Q4: 319,176 shares 319,176 $7.94M 0.01% +112,292 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,518 shares; 2024Q4: 22,943 shares; 2025Q1: 24,404 shares; 2025Q2: 28,914 shares; 2025Q3: 29,525 shares; 2025Q4: 25,661 shares 25,661 $7.93M 0.01% -3,864 Timeline SMMD 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: 129,811 shares; 2024Q4: 144,461 shares; 2025Q1: 132,164 shares; 2025Q2: 126,877 shares; 2025Q3: 108,489 shares; 2025Q4: 105,684 shares 105,684 $7.92M 0.01% -2,805 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,425 shares; 2024Q4: 162,340 shares; 2025Q1: 160,713 shares; 2025Q2: 145,380 shares; 2025Q3: 129,831 shares; 2025Q4: 161,438 shares 161,438 $7.91M 0.01% +31,607 Timeline DOL 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: 128,231 shares; 2024Q4: 125,971 shares; 2025Q1: 121,840 shares; 2025Q2: 121,161 shares; 2025Q3: 120,013 shares; 2025Q4: 119,884 shares 119,884 $7.89M 0.01% -129 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,922 shares; 2024Q4: 64,609 shares; 2025Q1: 73,282 shares; 2025Q2: 74,709 shares; 2025Q3: 110,699 shares; 2025Q4: 115,282 shares 115,282 $7.89M 0.01% +4,583 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,837 shares; 2024Q4: 21,471 shares; 2025Q1: 23,944 shares; 2025Q2: 24,673 shares; 2025Q3: 18,718 shares; 2025Q4: 17,684 shares 17,684 $7.89M 0.01% -1,034 IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,167 shares; 2024Q4: 44,871 shares; 2025Q1: not reported; 2025Q2: 236,912 shares; 2025Q3: 165,748 shares; 2025Q4: 172,660 shares 172,660 $7.88M 0.01% +6,912 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,670 shares; 2024Q4: 181,869 shares; 2025Q1: 185,069 shares; 2025Q2: 134,134 shares; 2025Q3: 150,218 shares; 2025Q4: 153,732 shares 153,732 $7.86M 0.01% +3,514 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,117 shares; 2024Q4: 243,574 shares; 2025Q1: 246,196 shares; 2025Q2: 240,984 shares; 2025Q3: 213,591 shares; 2025Q4: 195,474 shares 195,474 $7.86M 0.01% -18,117 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,391 shares; 2024Q4: 1,558,158 shares; 2025Q1: 1,556,779 shares; 2025Q2: 1,579,641 shares; 2025Q3: 1,521,376 shares; 2025Q4: 1,300,372 shares 1,300,372 $7.84M 0.01% -221,004 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,182 shares; 2024Q4: 30,465 shares; 2025Q1: 34,708 shares; 2025Q2: 22,957 shares; 2025Q3: 23,402 shares; 2025Q4: 36,579 shares 36,579 $7.83M 0.01% +13,177 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,120 shares; 2024Q4: 55,547 shares; 2025Q1: 91,203 shares; 2025Q2: 130,661 shares; 2025Q3: 120,526 shares; 2025Q4: 152,035 shares 152,035 $7.83M 0.01% +31,509 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,418 shares; 2024Q4: 153,247 shares; 2025Q1: 159,055 shares; 2025Q2: 154,882 shares; 2025Q3: 143,654 shares; 2025Q4: 154,093 shares 154,093 $7.81M 0.01% +10,439 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,329 shares; 2024Q4: 184,807 shares; 2025Q1: 224,928 shares; 2025Q2: 226,879 shares; 2025Q3: 187,452 shares; 2025Q4: 180,432 shares 180,432 $7.81M 0.01% -7,020 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,018 shares; 2024Q4: 17,008 shares; 2025Q1: 20,556 shares; 2025Q2: 72,078 shares; 2025Q3: 113,349 shares; 2025Q4: 121,193 shares 121,193 $7.79M 0.01% +7,844 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,759 shares; 2024Q4: 116,683 shares; 2025Q1: 118,643 shares; 2025Q2: 105,053 shares; 2025Q3: 98,416 shares; 2025Q4: 97,326 shares 97,326 $7.79M 0.01% -1,090 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,186 shares; 2024Q4: 111,655 shares; 2025Q1: 141,635 shares; 2025Q2: 201,054 shares; 2025Q3: 275,137 shares; 2025Q4: 294,740 shares 294,740 $7.76M 0.01% +19,603 Timeline DXJ 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: 27,260 shares; 2024Q4: 19,327 shares; 2025Q1: 17,534 shares; 2025Q2: 17,823 shares; 2025Q3: 50,318 shares; 2025Q4: 53,812 shares 53,812 $7.76M 0.01% +3,494 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,493 shares; 2024Q4: 175,517 shares; 2025Q1: 163,980 shares; 2025Q2: 268,610 shares; 2025Q3: 197,210 shares; 2025Q4: 174,161 shares 174,161 $7.74M 0.01% -23,049 Timeline PTNQ 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: 182,873 shares; 2024Q4: 192,367 shares; 2025Q1: 197,562 shares; 2025Q2: 179,441 shares; 2025Q3: 106,847 shares; 2025Q4: 98,252 shares 98,252 $7.73M 0.01% -8,595 Timeline IAPR 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: 307,307 shares; 2024Q4: 311,588 shares; 2025Q1: 299,517 shares; 2025Q2: 288,700 shares; 2025Q3: 262,074 shares; 2025Q4: 250,309 shares 250,309 $7.72M 0.01% -11,765 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,601 shares; 2025Q1: 26,498 shares; 2025Q2: 36,665 shares; 2025Q3: 55,546 shares; 2025Q4: 53,643 shares 53,643 $7.72M 0.01% -1,903 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,974 shares; 2024Q4: 62,177 shares; 2025Q1: 65,453 shares; 2025Q2: 67,102 shares; 2025Q3: 58,652 shares; 2025Q4: 56,612 shares 56,612 $7.68M 0.01% -2,040 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,654 shares; 2024Q4: 403,505 shares; 2025Q1: 418,661 shares; 2025Q2: 417,651 shares; 2025Q3: 224,317 shares; 2025Q4: 209,244 shares 209,244 $7.66M 0.01% -15,073 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,453 shares; 2024Q4: 99,578 shares; 2025Q1: 101,128 shares; 2025Q2: 105,253 shares; 2025Q3: 118,473 shares; 2025Q4: 113,956 shares 113,956 $7.65M 0.01% -4,517 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,461 shares; 2025Q2: 68,407 shares; 2025Q3: 132,219 shares; 2025Q4: 284,285 shares 284,285 $7.64M 0.01% +152,066 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,002 shares; 2024Q4: 9,947 shares; 2025Q1: 22,947 shares; 2025Q2: 10,568 shares; 2025Q3: 11,926 shares; 2025Q4: 12,472 shares 12,472 $7.63M 0.01% +546 Timeline JHMD 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: 127,214 shares; 2024Q4: 99,583 shares; 2025Q1: 101,757 shares; 2025Q2: 111,296 shares; 2025Q3: 128,523 shares; 2025Q4: 183,697 shares 183,697 $7.63M 0.01% +55,174 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,046 shares; 2024Q4: 23,306 shares; 2025Q1: 24,796 shares; 2025Q2: 25,017 shares; 2025Q3: 22,682 shares; 2025Q4: 17,138 shares 17,138 $7.63M 0.01% -5,544 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,235 shares; 2024Q4: 418,545 shares; 2025Q1: 532,251 shares; 2025Q2: 753,983 shares; 2025Q3: 543,917 shares; 2025Q4: 574,311 shares 574,311 $7.63M 0.01% +30,394 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,493 shares; 2024Q4: 38,934 shares; 2025Q1: 45,229 shares; 2025Q2: 41,002 shares; 2025Q3: 38,534 shares; 2025Q4: 47,412 shares 47,412 $7.55M 0.01% +8,878 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,897 shares; 2024Q4: 87,977 shares; 2025Q1: 88,682 shares; 2025Q2: 66,937 shares; 2025Q3: 66,604 shares; 2025Q4: 66,641 shares 66,641 $7.54M 0.01% +37 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,593 shares; 2024Q4: 281,996 shares; 2025Q1: 79,654 shares; 2025Q2: 77,217 shares; 2025Q3: 62,688 shares; 2025Q4: 99,042 shares 99,042 $7.51M 0.01% +36,354 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,928 shares 189,928 $7.5M 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 11,515 shares; 2025Q1: 17,336 shares; 2025Q2: 14,490 shares; 2025Q3: 18,131 shares; 2025Q4: 17,873 shares 17,873 $7.5M 0.01% -258 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,422 shares; 2025Q4: 146,900 shares 146,900 $7.49M 0.01% +30,478 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,342 shares; 2024Q4: 78,758 shares; 2025Q1: 78,637 shares; 2025Q2: 71,308 shares; 2025Q3: 66,891 shares; 2025Q4: 57,926 shares 57,926 $7.47M 0.01% -8,965 Timeline MINO 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: 23,949 shares; 2024Q4: 25,689 shares; 2025Q1: 85,996 shares; 2025Q2: 113,448 shares; 2025Q3: 112,758 shares; 2025Q4: 164,841 shares 164,841 $7.47M 0.01% +52,083 Timeline RSST 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: 26,706 shares; 2024Q4: 47,538 shares; 2025Q1: 69,177 shares; 2025Q2: 183,373 shares; 2025Q3: 252,591 shares; 2025Q4: 263,087 shares 263,087 $7.46M 0.01% +10,496 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,650 shares; 2024Q4: 161,498 shares; 2025Q1: 158,475 shares; 2025Q2: 157,937 shares; 2025Q3: 157,158 shares; 2025Q4: 178,958 shares 178,958 $7.45M 0.01% +21,800 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,759 shares; 2024Q4: 241,831 shares; 2025Q1: 248,665 shares; 2025Q2: 259,027 shares; 2025Q3: 159,882 shares; 2025Q4: 174,272 shares 174,272 $7.45M 0.01% +14,390 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,552 shares; 2024Q4: 94,734 shares; 2025Q1: 93,623 shares; 2025Q2: 92,669 shares; 2025Q3: 89,228 shares; 2025Q4: 86,310 shares 86,310 $7.45M 0.01% -2,918 Timeline SMMV 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: 191,956 shares; 2024Q4: 188,402 shares; 2025Q1: 184,971 shares; 2025Q2: 177,992 shares; 2025Q3: 176,529 shares; 2025Q4: 171,766 shares 171,766 $7.44M 0.01% -4,763 Timeline ZROZ 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: 116,573 shares; 2024Q4: 114,401 shares; 2025Q1: 111,419 shares; 2025Q2: 142,423 shares; 2025Q3: 141,664 shares; 2025Q4: 115,780 shares 115,780 $7.44M 0.01% -25,884 Timeline ICLN 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: 897,979 shares; 2024Q4: 672,304 shares; 2025Q1: 591,040 shares; 2025Q2: 462,221 shares; 2025Q3: 433,422 shares; 2025Q4: 452,119 shares 452,119 $7.43M 0.01% +18,697 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,889 shares; 2024Q4: 133,320 shares; 2025Q1: 201,581 shares; 2025Q2: 284,867 shares; 2025Q3: 232,084 shares; 2025Q4: 216,057 shares 216,057 $7.42M 0.01% -16,027 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,082 shares; 2024Q4: 465,283 shares; 2025Q1: 313,105 shares; 2025Q2: 289,017 shares; 2025Q3: 328,185 shares; 2025Q4: 382,369 shares 382,369 $7.41M 0.01% +54,184 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,860 shares; 2025Q2: 81,467 shares; 2025Q3: 176,465 shares; 2025Q4: 263,137 shares 263,137 $7.41M 0.01% +86,672 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,656 shares; 2024Q4: 188,865 shares; 2025Q1: 192,095 shares; 2025Q2: 195,014 shares; 2025Q3: 209,650 shares; 2025Q4: 194,565 shares 194,565 $7.41M 0.01% -15,085 Timeline BNOV 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: 154,291 shares; 2024Q4: 166,826 shares; 2025Q1: 165,287 shares; 2025Q2: 161,253 shares; 2025Q3: 155,368 shares; 2025Q4: 166,179 shares 166,179 $7.39M 0.01% +10,811 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340,754 shares 340,754 $7.37M 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,917 shares; 2024Q4: 84,039 shares; 2025Q1: 89,513 shares; 2025Q2: 74,159 shares; 2025Q3: 65,068 shares; 2025Q4: 55,380 shares 55,380 $7.34M 0.01% -9,688 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,476 shares; 2024Q4: 675,396 shares; 2025Q1: 708,859 shares; 2025Q2: 781,188 shares; 2025Q3: 820,735 shares; 2025Q4: 629,027 shares 629,027 $7.32M 0.01% -191,708 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,542 shares; 2024Q4: 90,013 shares; 2025Q1: 90,308 shares; 2025Q2: 74,371 shares; 2025Q3: 74,042 shares; 2025Q4: 56,042 shares 56,042 $7.31M 0.01% -18,000 Timeline SYFI 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: 393,941 shares; 2024Q4: 399,623 shares; 2025Q1: 477,590 shares; 2025Q2: 304,017 shares; 2025Q3: 204,486 shares; 2025Q4: 202,990 shares 202,990 $7.29M 0.01% -1,496 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,711 shares; 2024Q4: 59,708 shares; 2025Q1: 63,386 shares; 2025Q2: 61,550 shares; 2025Q3: 62,633 shares; 2025Q4: 63,304 shares 63,304 $7.27M 0.01% +671 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 10,098 shares; 2025Q1: 9,987 shares; 2025Q2: 10,508 shares; 2025Q3: 40,614 shares; 2025Q4: 64,260 shares 64,260 $7.26M 0.01% +23,646 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,020 shares; 2024Q4: 561,606 shares; 2025Q1: 605,855 shares; 2025Q2: 603,607 shares; 2025Q3: 576,849 shares; 2025Q4: 323,082 shares 323,082 $7.26M 0.01% -253,767 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,029 shares; 2024Q4: 41,288 shares; 2025Q1: 78,112 shares; 2025Q2: 83,959 shares; 2025Q3: 114,083 shares; 2025Q4: 101,052 shares 101,052 $7.25M 0.01% -13,031 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,662 shares; 2024Q4: 130,492 shares; 2025Q1: 122,386 shares; 2025Q2: 124,310 shares; 2025Q3: 122,510 shares; 2025Q4: 75,458 shares 75,458 $7.24M 0.01% -47,052 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,774 shares; 2024Q4: 237,969 shares; 2025Q1: 228,317 shares; 2025Q2: 215,472 shares; 2025Q3: 183,820 shares; 2025Q4: 181,320 shares 181,320 $7.23M 0.01% -2,500 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,790 shares; 2024Q4: 104,075 shares; 2025Q1: 104,543 shares; 2025Q2: 103,063 shares; 2025Q3: 90,506 shares; 2025Q4: 89,506 shares 89,506 $7.23M 0.01% -1,000 Timeline DVYE 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: 71,881 shares; 2024Q4: 144,516 shares; 2025Q1: 172,225 shares; 2025Q2: 193,626 shares; 2025Q3: 273,904 shares; 2025Q4: 231,832 shares 231,832 $7.22M 0.01% -42,072 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,387 shares; 2024Q4: 59,639 shares; 2025Q1: 102,041 shares; 2025Q2: 223,276 shares; 2025Q3: 212,463 shares; 2025Q4: 159,589 shares 159,589 $7.18M 0.01% -52,874 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,811 shares; 2024Q4: 149,117 shares; 2025Q1: 124,689 shares; 2025Q2: 126,453 shares; 2025Q3: 160,107 shares; 2025Q4: 135,567 shares 135,567 $7.18M 0.01% -24,540 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,917 shares; 2024Q4: 58,771 shares; 2025Q1: 56,684 shares; 2025Q2: 87,617 shares; 2025Q3: 110,795 shares; 2025Q4: 138,415 shares 138,415 $7.17M 0.01% +27,620 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,920 shares; 2024Q4: 166,476 shares; 2025Q1: 159,753 shares; 2025Q2: 151,129 shares; 2025Q3: 116,199 shares; 2025Q4: 124,553 shares 124,553 $7.16M 0.01% +8,354 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 21,677 shares; 2025Q1: 42,690 shares; 2025Q2: 68,467 shares; 2025Q3: 146,058 shares; 2025Q4: 197,480 shares 197,480 $7.13M 0.01% +51,422 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,787 shares; 2024Q4: 106,302 shares; 2025Q1: 107,307 shares; 2025Q2: 104,896 shares; 2025Q3: 104,845 shares; 2025Q4: 123,046 shares 123,046 $7.13M 0.01% +18,201 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,741 shares; 2024Q4: 89,542 shares; 2025Q1: 105,112 shares; 2025Q2: 112,329 shares; 2025Q3: 119,712 shares; 2025Q4: 129,478 shares 129,478 $7.11M 0.01% +9,766 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,049 shares; 2024Q4: 216,241 shares; 2025Q1: 220,266 shares; 2025Q2: 202,075 shares; 2025Q3: 162,871 shares; 2025Q4: 151,590 shares 151,590 $7.1M 0.01% -11,281 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,046 shares; 2025Q1: 20,756 shares; 2025Q2: 91,331 shares; 2025Q3: 165,527 shares; 2025Q4: 206,284 shares 206,284 $7.09M 0.01% +40,757 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,021 shares; 2024Q4: 112,006 shares; 2025Q1: 120,034 shares; 2025Q2: 65,511 shares; 2025Q3: 51,000 shares; 2025Q4: 50,087 shares 50,087 $7.08M 0.01% -913 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,440 shares; 2024Q4: 172,653 shares; 2025Q1: 191,222 shares; 2025Q2: 187,194 shares; 2025Q3: 181,305 shares; 2025Q4: 154,911 shares 154,911 $7.07M 0.01% -26,394 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,117 shares; 2025Q2: 218,320 shares; 2025Q3: 222,162 shares; 2025Q4: 167,457 shares 167,457 $7.05M 0.01% -54,705 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,876 shares; 2024Q4: 143,987 shares; 2025Q1: 146,500 shares; 2025Q2: 149,589 shares; 2025Q3: 186,308 shares; 2025Q4: 364,201 shares 364,201 $7.05M 0.01% +177,893 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,953 shares; 2025Q2: 57,434 shares; 2025Q3: 112,497 shares; 2025Q4: 132,793 shares 132,793 $7.04M 0.01% +20,296 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,601 shares; 2024Q4: 116,328 shares; 2025Q1: 115,573 shares; 2025Q2: 120,689 shares; 2025Q3: 124,102 shares; 2025Q4: 516,804 shares 516,804 $7.01M 0.01% +392,702 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,530 shares; 2024Q4: 120,913 shares; 2025Q1: 123,619 shares; 2025Q2: 116,101 shares; 2025Q3: 92,668 shares; 2025Q4: 90,656 shares 90,656 $7.01M 0.01% -2,012 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,931 shares; 2024Q4: 137,513 shares; 2025Q1: 134,933 shares; 2025Q2: 122,270 shares; 2025Q3: 129,541 shares; 2025Q4: 120,940 shares 120,940 $7M 0.01% -8,601 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,021 shares; 2024Q4: 213,999 shares; 2025Q1: 196,651 shares; 2025Q2: 193,801 shares; 2025Q3: 188,123 shares; 2025Q4: 143,635 shares 143,635 $7M 0.01% -44,488 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,054 shares; 2024Q4: 41,332 shares; 2025Q1: 33,905 shares; 2025Q2: 53,356 shares; 2025Q3: 67,714 shares; 2025Q4: 83,352 shares 83,352 $7M 0.01% +15,638 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703,325 shares 703,325 $6.98M 0.01% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,410 shares; 2024Q4: 187,358 shares; 2025Q1: 248,597 shares; 2025Q2: 282,299 shares; 2025Q3: 283,795 shares; 2025Q4: 299,198 shares 299,198 $6.98M 0.01% +15,403 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,763 shares; 2024Q4: 218,162 shares; 2025Q1: 208,636 shares; 2025Q2: 233,308 shares; 2025Q3: 215,252 shares; 2025Q4: 183,138 shares 183,138 $6.95M 0.01% -32,114 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,300 shares; 2024Q4: 696,436 shares; 2025Q1: 937,363 shares; 2025Q2: 1,065,231 shares; 2025Q3: 1,049,862 shares; 2025Q4: 558,508 shares 558,508 $6.94M 0.01% -491,354 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,348 shares; 2024Q4: 173,235 shares; 2025Q1: 173,416 shares; 2025Q2: 164,588 shares; 2025Q3: 151,366 shares; 2025Q4: 151,614 shares 151,614 $6.93M 0.01% +248 Timeline AOM 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: 147,812 shares; 2024Q4: 145,594 shares; 2025Q1: 139,117 shares; 2025Q2: 141,683 shares; 2025Q3: 145,115 shares; 2025Q4: 145,030 shares 145,030 $6.92M 0.01% -85 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,008 shares; 2024Q4: 101,686 shares; 2025Q1: 109,328 shares; 2025Q2: 65,412 shares; 2025Q3: 66,351 shares; 2025Q4: 84,070 shares 84,070 $6.92M 0.01% +17,719 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,918 shares; 2024Q4: 45,491 shares; 2025Q1: 47,622 shares; 2025Q2: 47,401 shares; 2025Q3: 47,544 shares; 2025Q4: 40,744 shares 40,744 $6.9M 0.01% -6,800 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,054 shares; 2024Q4: 44,504 shares; 2025Q1: 81,848 shares; 2025Q2: 88,197 shares; 2025Q3: 94,526 shares; 2025Q4: 134,205 shares 134,205 $6.86M 0.01% +39,679 Timeline JUNM 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: 242,326 shares; 2024Q4: 228,331 shares; 2025Q1: 216,177 shares; 2025Q2: 217,117 shares; 2025Q3: 205,676 shares; 2025Q4: 199,639 shares 199,639 $6.84M 0.01% -6,037 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,323 shares; 2024Q4: 71,456 shares; 2025Q1: 78,322 shares; 2025Q2: 59,630 shares; 2025Q3: 47,054 shares; 2025Q4: 40,287 shares 40,287 $6.83M 0.01% -6,767 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,213 shares; 2024Q4: 65,585 shares; 2025Q1: 75,650 shares; 2025Q2: 65,861 shares; 2025Q3: 64,632 shares; 2025Q4: 62,315 shares 62,315 $6.82M 0.01% -2,317 Timeline YMAR 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: 247,725 shares; 2024Q4: 241,933 shares; 2025Q1: 262,279 shares; 2025Q2: 258,240 shares; 2025Q3: 255,992 shares; 2025Q4: 252,193 shares 252,193 $6.81M 0.01% -3,799 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,743 shares; 2024Q4: 56,574 shares; 2025Q1: 55,455 shares; 2025Q2: 57,611 shares; 2025Q3: 61,099 shares; 2025Q4: 55,787 shares 55,787 $6.77M 0.01% -5,312 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,969 shares; 2024Q4: 303,424 shares; 2025Q1: 248,612 shares; 2025Q2: 164,096 shares; 2025Q3: 133,693 shares; 2025Q4: 124,793 shares 124,793 $6.75M 0.01% -8,900 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,562 shares; 2024Q4: 93,862 shares; 2025Q1: 118,026 shares; 2025Q2: 124,598 shares; 2025Q3: 127,330 shares; 2025Q4: 103,673 shares 103,673 $6.74M 0.01% -23,657 Timeline DAPR 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: 189,201 shares; 2024Q4: 168,637 shares; 2025Q1: 163,933 shares; 2025Q2: 189,832 shares; 2025Q3: 183,834 shares; 2025Q4: 170,634 shares 170,634 $6.71M 0.01% -13,200 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 10,096 shares; 2025Q1: 27,007 shares; 2025Q2: 112,016 shares; 2025Q3: 201,441 shares; 2025Q4: 222,682 shares 222,682 $6.71M 0.01% +21,241 Timeline OMFL 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: 557,558 shares; 2024Q4: 224,399 shares; 2025Q1: 172,983 shares; 2025Q2: 145,806 shares; 2025Q3: 123,762 shares; 2025Q4: 109,717 shares 109,717 $6.71M 0.01% -14,045 Timeline MEDI 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: 200,783 shares; 2024Q4: 215,374 shares; 2025Q1: 216,781 shares; 2025Q2: 200,834 shares; 2025Q3: 207,933 shares; 2025Q4: 213,093 shares 213,093 $6.7M 0.01% +5,160 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,007 shares; 2024Q4: 57,296 shares; 2025Q1: 64,346 shares; 2025Q2: 55,207 shares; 2025Q3: 69,939 shares; 2025Q4: 259,345 shares 259,345 $6.7M 0.01% +189,406 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,180 shares; 2024Q4: 126,510 shares; 2025Q1: 116,457 shares; 2025Q2: 111,841 shares; 2025Q3: 104,251 shares; 2025Q4: 170,103 shares 170,103 $6.68M 0.01% +65,852 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,712 shares; 2024Q4: 1,132,035 shares; 2025Q1: 1,182,566 shares; 2025Q2: 1,180,610 shares; 2025Q3: 734,998 shares; 2025Q4: 700,350 shares 700,350 $6.67M 0.01% -34,648 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 12,292 shares; 2025Q1: 12,240 shares; 2025Q2: 12,124 shares; 2025Q3: 12,088 shares; 2025Q4: 12,526 shares 12,526 $6.67M 0.01% +438 Timeline BSJR 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: 38,150 shares; 2024Q4: 87,993 shares; 2025Q1: 200,254 shares; 2025Q2: 238,480 shares; 2025Q3: 259,260 shares; 2025Q4: 294,237 shares 294,237 $6.65M 0.01% +34,977 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 21,784 shares; 2025Q1: 22,262 shares; 2025Q2: 28,283 shares; 2025Q3: 23,714 shares; 2025Q4: 21,196 shares 21,196 $6.63M 0.01% -2,518 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,540 shares; 2024Q4: 162,433 shares; 2025Q1: 144,895 shares; 2025Q2: 144,514 shares; 2025Q3: 132,880 shares; 2025Q4: 99,617 shares 99,617 $6.62M 0.01% -33,263 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,635 shares; 2025Q3: 240,208 shares; 2025Q4: 187,565 shares 187,565 $6.62M 0.01% -52,643 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 10,026 shares; 2025Q1: 10,514 shares; 2025Q2: 18,436 shares; 2025Q3: 35,419 shares; 2025Q4: 29,220 shares 29,220 $6.62M 0.01% -6,199 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,615 shares; 2024Q4: 113,727 shares; 2025Q1: 125,809 shares; 2025Q2: 141,243 shares; 2025Q3: 285,105 shares; 2025Q4: 148,514 shares 148,514 $6.61M 0.01% -136,591 Timeline SMDV 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: 84,865 shares; 2024Q4: 89,121 shares; 2025Q1: 93,758 shares; 2025Q2: 94,117 shares; 2025Q3: 94,670 shares; 2025Q4: 100,045 shares 100,045 $6.61M 0.01% +5,375 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,788 shares; 2024Q4: 60,803 shares; 2025Q1: 58,505 shares; 2025Q2: 59,079 shares; 2025Q3: 58,418 shares; 2025Q4: 49,129 shares 49,129 $6.6M 0.01% -9,289 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,477 shares; 2024Q4: 161,454 shares; 2025Q1: 158,382 shares; 2025Q2: 152,969 shares; 2025Q3: 146,087 shares; 2025Q4: 136,063 shares 136,063 $6.59M 0.01% -10,024 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058,725 shares; 2025Q4: 1,019,792 shares 1,019,792 $6.59M 0.01% -38,933 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS 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: 52,187 shares; 2025Q2: 111,417 shares; 2025Q3: 682,343 shares; 2025Q4: 1,066,763 shares 1,066,763 $6.58M 0.01% +384,420 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,893 shares; 2024Q4: 31,793 shares; 2025Q1: 32,681 shares; 2025Q2: 36,346 shares; 2025Q3: 35,441 shares; 2025Q4: 33,772 shares 33,772 $6.54M 0.01% -1,669 Timeline SHYD 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: 232,707 shares; 2024Q4: 245,564 shares; 2025Q1: 307,934 shares; 2025Q2: 300,902 shares; 2025Q3: 285,027 shares; 2025Q4: 285,315 shares 285,315 $6.54M 0.01% +288 Timeline CWI 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: 231,294 shares; 2024Q4: 210,766 shares; 2025Q1: 252,981 shares; 2025Q2: 205,393 shares; 2025Q3: 189,484 shares; 2025Q4: 181,750 shares 181,750 $6.53M 0.01% -7,734 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,246 shares; 2024Q4: 198,349 shares; 2025Q1: 244,484 shares; 2025Q2: 242,357 shares; 2025Q3: 235,917 shares; 2025Q4: 231,972 shares 231,972 $6.5M 0.01% -3,945 Timeline TBUX 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: 5,777 shares; 2024Q4: 27,522 shares; 2025Q1: 162,122 shares; 2025Q2: 236,294 shares; 2025Q3: 114,162 shares; 2025Q4: 130,441 shares 130,441 $6.5M 0.01% +16,279 Timeline JULT 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: 175,808 shares; 2024Q4: 179,077 shares; 2025Q1: 172,248 shares; 2025Q2: 172,030 shares; 2025Q3: 283,336 shares; 2025Q4: 144,827 shares 144,827 $6.5M 0.01% -138,509 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,561 shares; 2024Q4: 173,071 shares; 2025Q1: 170,973 shares; 2025Q2: 150,875 shares; 2025Q3: 146,011 shares; 2025Q4: 165,771 shares 165,771 $6.48M 0.01% +19,760 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,129 shares; 2024Q4: 97,960 shares; 2025Q1: 101,242 shares; 2025Q2: 104,680 shares; 2025Q3: 82,686 shares; 2025Q4: 70,100 shares 70,100 $6.48M 0.01% -12,586 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,903 shares; 2024Q4: 108,858 shares; 2025Q1: 129,521 shares; 2025Q2: 126,201 shares; 2025Q3: 153,943 shares; 2025Q4: 155,508 shares 155,508 $6.47M 0.01% +1,565 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,396 shares; 2024Q4: 92,813 shares; 2025Q1: 94,241 shares; 2025Q2: 111,665 shares; 2025Q3: 88,621 shares; 2025Q4: 72,298 shares 72,298 $6.47M 0.01% -16,323 Timeline MDIV 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: 613,694 shares; 2024Q4: 686,444 shares; 2025Q1: 712,723 shares; 2025Q2: 702,944 shares; 2025Q3: 701,094 shares; 2025Q4: 411,449 shares 411,449 $6.47M 0.01% -289,645 Timeline EMGF 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: 50,464 shares; 2024Q4: 54,197 shares; 2025Q1: 58,729 shares; 2025Q2: 79,494 shares; 2025Q3: 93,738 shares; 2025Q4: 111,323 shares 111,323 $6.44M 0.01% +17,585 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,471 shares; 2024Q4: 174,327 shares; 2025Q1: 188,428 shares; 2025Q2: 179,179 shares; 2025Q3: 243,979 shares; 2025Q4: 258,107 shares 258,107 $6.44M 0.01% +14,128 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,631 shares; 2024Q4: 314,841 shares; 2025Q1: 303,659 shares; 2025Q2: 263,040 shares; 2025Q3: 232,781 shares; 2025Q4: 204,713 shares 204,713 $6.43M 0.01% -28,068 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,604 shares; 2024Q4: 173,782 shares; 2025Q1: 155,184 shares; 2025Q2: 152,738 shares; 2025Q3: 162,676 shares; 2025Q4: 161,033 shares 161,033 $6.43M 0.01% -1,643 Timeline MARM 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: 484,781 shares; 2024Q4: 394,842 shares; 2025Q1: 223,373 shares; 2025Q2: 222,820 shares; 2025Q3: 207,088 shares; 2025Q4: 194,477 shares 194,477 $6.43M 0.01% -12,611 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,725 shares; 2024Q4: 28,139 shares; 2025Q1: 29,602 shares; 2025Q2: 32,405 shares; 2025Q3: 55,435 shares; 2025Q4: 93,836 shares 93,836 $6.4M 0.01% +38,401 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991,746 shares; 2024Q4: 986,916 shares; 2025Q1: 1,082,365 shares; 2025Q2: 932,377 shares; 2025Q3: 643,326 shares; 2025Q4: 496,061 shares 496,061 $6.4M 0.01% -147,265 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,314 shares; 2025Q3: 119,695 shares; 2025Q4: 185,434 shares 185,434 $6.4M 0.01% +65,739 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,218 shares; 2024Q4: 185,846 shares; 2025Q1: 408,449 shares; 2025Q2: 460,926 shares; 2025Q3: 222,633 shares; 2025Q4: 169,155 shares 169,155 $6.4M 0.01% -53,478 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,891 shares; 2024Q4: 216,625 shares; 2025Q1: 248,887 shares; 2025Q2: 270,274 shares; 2025Q3: 343,036 shares; 2025Q4: 384,040 shares 384,040 $6.39M 0.01% +41,004 Timeline IMTM 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: 45,716 shares; 2024Q4: 45,738 shares; 2025Q1: 48,381 shares; 2025Q2: 111,920 shares; 2025Q3: 140,697 shares; 2025Q4: 132,869 shares 132,869 $6.37M 0.01% -7,828 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,059 shares; 2025Q1: 55,701 shares; 2025Q2: 257,777 shares; 2025Q3: 266,812 shares; 2025Q4: 296,334 shares 296,334 $6.34M 0.01% +29,522 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,601 shares; 2024Q4: 179,733 shares; 2025Q1: 174,745 shares; 2025Q2: 188,579 shares; 2025Q3: 177,370 shares; 2025Q4: 158,734 shares 158,734 $6.34M 0.01% -18,636 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,836 shares; 2024Q4: 54,921 shares; 2025Q1: 135,962 shares; 2025Q2: 417,459 shares; 2025Q3: 414,906 shares; 2025Q4: 312,009 shares 312,009 $6.32M 0.01% -102,897 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,178 shares; 2024Q4: 168,289 shares; 2025Q1: 212,041 shares; 2025Q2: 186,072 shares; 2025Q3: 199,524 shares; 2025Q4: 199,463 shares 199,463 $6.32M 0.01% -61 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,606 shares; 2024Q4: 107,921 shares; 2025Q1: 88,362 shares; 2025Q2: 74,519 shares; 2025Q3: 62,059 shares; 2025Q4: 59,905 shares 59,905 $6.29M 0.01% -2,154 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,354 shares; 2024Q4: 106,095 shares; 2025Q1: 105,479 shares; 2025Q2: 99,823 shares; 2025Q3: 92,345 shares; 2025Q4: 90,574 shares 90,574 $6.28M 0.01% -1,771 Timeline FMAR 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: 193,048 shares; 2024Q4: 161,398 shares; 2025Q1: 133,317 shares; 2025Q2: 154,455 shares; 2025Q3: 136,725 shares; 2025Q4: 131,875 shares 131,875 $6.26M 0.01% -4,850 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,332 shares; 2024Q4: 24,735 shares; 2025Q1: 18,372 shares; 2025Q2: 17,630 shares; 2025Q3: 18,842 shares; 2025Q4: 19,627 shares 19,627 $6.26M 0.01% +785 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,898 shares; 2024Q4: 51,240 shares; 2025Q1: 51,074 shares; 2025Q2: 48,179 shares; 2025Q3: 48,004 shares; 2025Q4: 54,287 shares 54,287 $6.22M 0.01% +6,283 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,168 shares; 2024Q4: 23,469 shares; 2025Q1: 26,717 shares; 2025Q2: 24,894 shares; 2025Q3: 20,777 shares; 2025Q4: 19,330 shares 19,330 $6.22M 0.01% -1,447 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,160 shares; 2024Q4: 119,804 shares; 2025Q1: 132,014 shares; 2025Q2: 134,891 shares; 2025Q3: 125,879 shares; 2025Q4: 117,050 shares 117,050 $6.21M 0.01% -8,829 Timeline NYF 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: 48,215 shares; 2024Q4: 63,018 shares; 2025Q1: 58,517 shares; 2025Q2: 85,566 shares; 2025Q3: 112,440 shares; 2025Q4: 115,794 shares 115,794 $6.2M 0.01% +3,354 Timeline FCOR 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: 165,862 shares; 2024Q4: 171,798 shares; 2025Q1: 171,050 shares; 2025Q2: 170,171 shares; 2025Q3: 139,902 shares; 2025Q4: 129,301 shares 129,301 $6.18M 0.01% -10,601 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,302 shares; 2024Q4: 115,869 shares; 2025Q1: 121,178 shares; 2025Q2: 112,461 shares; 2025Q3: 94,332 shares; 2025Q4: 90,378 shares 90,378 $6.16M 0.01% -3,954 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,613 shares; 2024Q4: 54,365 shares; 2025Q1: 49,186 shares; 2025Q2: 40,034 shares; 2025Q3: 86,830 shares; 2025Q4: 84,000 shares 84,000 $6.14M 0.01% -2,830 Timeline JHMB 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: 51,448 shares; 2024Q4: 164,851 shares; 2025Q1: 221,614 shares; 2025Q2: 247,150 shares; 2025Q3: 256,749 shares; 2025Q4: 276,147 shares 276,147 $6.12M 0.01% +19,398 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,956 shares; 2024Q4: 106,761 shares; 2025Q1: 108,767 shares; 2025Q2: 106,061 shares; 2025Q3: 103,934 shares; 2025Q4: 106,787 shares 106,787 $6.08M 0.01% +2,853 Timeline FRDM 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: 19,602 shares; 2024Q4: 24,927 shares; 2025Q1: 68,463 shares; 2025Q2: 72,132 shares; 2025Q3: 71,011 shares; 2025Q4: 118,411 shares 118,411 $6.07M 0.01% +47,400 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,837 shares; 2025Q4: 236,455 shares 236,455 $6.06M 0.01% +10,618 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,917 shares; 2024Q4: 184,535 shares; 2025Q1: 248,296 shares; 2025Q2: 165,753 shares; 2025Q3: 139,223 shares; 2025Q4: 132,853 shares 132,853 $6.05M 0.01% -6,370 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,891 shares; 2024Q4: 437,088 shares; 2025Q1: 459,602 shares; 2025Q2: 407,645 shares; 2025Q3: 344,145 shares; 2025Q4: 249,421 shares 249,421 $6.05M 0.01% -94,724 Timeline BUFB 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: 13,386 shares; 2024Q4: not reported; 2025Q1: 12,930 shares; 2025Q2: 15,823 shares; 2025Q3: 16,671 shares; 2025Q4: 164,691 shares 164,691 $6.03M 0.01% +148,020 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 10,724 shares; 2025Q1: 11,506 shares; 2025Q2: 13,983 shares; 2025Q3: 15,257 shares; 2025Q4: 13,554 shares 13,554 $6.02M 0.01% -1,703 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,925 shares; 2024Q4: 39,054 shares; 2025Q1: 118,510 shares; 2025Q2: 175,485 shares; 2025Q3: 181,667 shares; 2025Q4: 184,968 shares 184,968 $6M 0.01% +3,301 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,760 shares; 2024Q4: 124,886 shares; 2025Q1: 125,656 shares; 2025Q2: 142,475 shares; 2025Q3: 124,085 shares; 2025Q4: 125,680 shares 125,680 $6M 0.01% +1,595 Timeline DMAR 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: 116,127 shares; 2024Q4: 111,325 shares; 2025Q1: 214,997 shares; 2025Q2: 214,089 shares; 2025Q3: 189,851 shares; 2025Q4: 144,046 shares 144,046 $6M 0.01% -45,805 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,018 shares; 2025Q1: 1,974 shares; 2025Q2: 2,162 shares; 2025Q3: 1,857 shares; 2025Q4: 1,766 shares 1,766 $5.99M 0.01% -91 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,472 shares; 2024Q4: 53,354 shares; 2025Q1: 53,104 shares; 2025Q2: 49,522 shares; 2025Q3: 50,431 shares; 2025Q4: 43,846 shares 43,846 $5.98M 0.01% -6,585 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,950 shares; 2024Q4: 147,492 shares; 2025Q1: 193,696 shares; 2025Q2: 177,023 shares; 2025Q3: 139,257 shares; 2025Q4: 125,765 shares 125,765 $5.98M 0.01% -13,492 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,135 shares; 2024Q4: 97,388 shares; 2025Q1: 286,158 shares; 2025Q2: 230,349 shares; 2025Q3: 226,970 shares; 2025Q4: 218,668 shares 218,668 $5.97M 0.01% -8,302 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,432 shares; 2024Q4: 141,598 shares; 2025Q1: 382,729 shares; 2025Q2: 400,149 shares; 2025Q3: 427,959 shares; 2025Q4: 356,078 shares 356,078 $5.96M 0.01% -71,881 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,252 shares; 2024Q4: 127,955 shares; 2025Q1: 154,201 shares; 2025Q2: 164,990 shares; 2025Q3: 156,261 shares; 2025Q4: 156,681 shares 156,681 $5.95M 0.01% +420 Timeline OVLH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,704 shares; 2025Q3: 141,407 shares; 2025Q4: 151,124 shares 151,124 $5.95M 0.01% +9,717 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,668 shares; 2024Q4: 20,809 shares; 2025Q1: 20,661 shares; 2025Q2: 26,870 shares; 2025Q3: 77,827 shares; 2025Q4: 101,847 shares 101,847 $5.94M 0.01% +24,020 Timeline RDIV 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: 78,691 shares; 2024Q4: 75,994 shares; 2025Q1: 72,756 shares; 2025Q2: 75,579 shares; 2025Q3: 70,584 shares; 2025Q4: 113,908 shares 113,908 $5.93M 0.01% +43,324 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,581 shares; 2024Q4: 54,594 shares; 2025Q1: 76,516 shares; 2025Q2: 95,458 shares; 2025Q3: 189,537 shares; 2025Q4: 269,085 shares 269,085 $5.92M 0.01% +79,548 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,193 shares; 2024Q4: 100,237 shares; 2025Q1: 117,381 shares; 2025Q2: 131,267 shares; 2025Q3: 284,302 shares; 2025Q4: 249,759 shares 249,759 $5.91M 0.01% -34,543 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,258 shares; 2025Q1: 56,329 shares; 2025Q2: 94,467 shares; 2025Q3: 130,636 shares; 2025Q4: 138,089 shares 138,089 $5.91M 0.01% +7,453 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,947 shares; 2024Q4: 26,104 shares; 2025Q1: 28,716 shares; 2025Q2: 28,724 shares; 2025Q3: 27,100 shares; 2025Q4: 26,169 shares 26,169 $5.9M 0.01% -931 Timeline RPV 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: 64,973 shares; 2024Q4: 67,340 shares; 2025Q1: 64,835 shares; 2025Q2: 62,788 shares; 2025Q3: 59,080 shares; 2025Q4: 56,985 shares 56,985 $5.89M 0.01% -2,095 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,564 shares; 2024Q4: 108,543 shares; 2025Q1: 114,099 shares; 2025Q2: 98,698 shares; 2025Q3: 116,898 shares; 2025Q4: 87,616 shares 87,616 $5.89M 0.01% -29,282 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,201 shares; 2024Q4: 16,803 shares; 2025Q1: 20,015 shares; 2025Q2: 20,472 shares; 2025Q3: 21,281 shares; 2025Q4: 20,434 shares 20,434 $5.87M 0.01% -847 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,443 shares; 2024Q4: 134,758 shares; 2025Q1: 135,335 shares; 2025Q2: 93,207 shares; 2025Q3: 89,546 shares; 2025Q4: 95,083 shares 95,083 $5.87M 0.01% +5,537 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,455 shares; 2024Q4: 27,460 shares; 2025Q1: 55,248 shares; 2025Q2: 63,968 shares; 2025Q3: 93,741 shares; 2025Q4: 129,548 shares 129,548 $5.86M 0.01% +35,807 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,919 shares; 2024Q4: 20,199 shares; 2025Q1: 20,774 shares; 2025Q2: 55,698 shares; 2025Q3: 58,791 shares; 2025Q4: 20,686 shares 20,686 $5.86M 0.01% -38,105 Timeline EDIV 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: 106,029 shares; 2024Q4: 135,452 shares; 2025Q1: 92,218 shares; 2025Q2: 152,509 shares; 2025Q3: 133,453 shares; 2025Q4: 149,234 shares 149,234 $5.84M 0.01% +15,781 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,592 shares; 2024Q4: 613,757 shares; 2025Q1: 637,601 shares; 2025Q2: 565,861 shares; 2025Q3: 541,626 shares; 2025Q4: 554,988 shares 554,988 $5.82M 0.01% +13,362 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,162 shares; 2024Q4: 78,815 shares; 2025Q1: 131,605 shares; 2025Q2: 129,021 shares; 2025Q3: 78,780 shares; 2025Q4: 80,073 shares 80,073 $5.82M 0.01% +1,293 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,932 shares; 2024Q4: 100,721 shares; 2025Q1: 98,587 shares; 2025Q2: 94,042 shares; 2025Q3: 91,518 shares; 2025Q4: 92,118 shares 92,118 $5.8M 0.01% +600 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,242 shares; 2024Q4: 212,259 shares; 2025Q1: 251,275 shares; 2025Q2: 253,767 shares; 2025Q3: 220,045 shares; 2025Q4: 214,183 shares 214,183 $5.8M 0.01% -5,862 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,968 shares; 2024Q4: 434,734 shares; 2025Q1: 436,252 shares; 2025Q2: 297,363 shares; 2025Q3: 295,087 shares; 2025Q4: 281,080 shares 281,080 $5.8M 0.01% -14,007 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,370 shares; 2024Q4: 407,266 shares; 2025Q1: 281,329 shares; 2025Q2: 315,350 shares; 2025Q3: 272,463 shares; 2025Q4: 280,319 shares 280,319 $5.78M 0.01% +7,856 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,984 shares; 2024Q4: 19,904 shares; 2025Q1: 19,735 shares; 2025Q2: 445,119 shares; 2025Q3: 427,486 shares; 2025Q4: 256,427 shares 256,427 $5.78M 0.01% -171,059 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,170 shares; 2024Q4: 21,551 shares; 2025Q1: 25,827 shares; 2025Q2: 32,290 shares; 2025Q3: 33,579 shares; 2025Q4: 26,842 shares 26,842 $5.77M 0.01% -6,737 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,875 shares; 2024Q4: 214,525 shares; 2025Q1: 225,988 shares; 2025Q2: 204,639 shares; 2025Q3: 118,542 shares; 2025Q4: 118,126 shares 118,126 $5.76M 0.01% -416 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,477 shares; 2024Q4: 124,662 shares; 2025Q1: 142,272 shares; 2025Q2: 142,861 shares; 2025Q3: 148,050 shares; 2025Q4: 102,248 shares 102,248 $5.75M 0.01% -45,802 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,296 shares; 2024Q4: 46,558 shares; 2025Q1: 44,560 shares; 2025Q2: 45,953 shares; 2025Q3: 38,974 shares; 2025Q4: 26,388 shares 26,388 $5.74M 0.01% -12,586 Timeline UFOX 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: 210,969 shares; 2024Q4: 200,074 shares; 2025Q1: 195,056 shares; 2025Q2: 186,687 shares; 2025Q3: 92,831 shares; 2025Q4: 89,750 shares 89,750 $5.73M 0.01% -3,081 Timeline IJAN 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: 116,007 shares; 2024Q4: 113,118 shares; 2025Q1: 103,503 shares; 2025Q2: 160,405 shares; 2025Q3: 158,260 shares; 2025Q4: 158,356 shares 158,356 $5.73M 0.01% +96 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,461 shares; 2024Q4: 241,884 shares; 2025Q1: 251,686 shares; 2025Q2: 255,794 shares; 2025Q3: 188,610 shares; 2025Q4: 219,972 shares 219,972 $5.72M 0.01% +31,362 Timeline VNLA 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: 65,718 shares; 2024Q4: 76,226 shares; 2025Q1: 93,978 shares; 2025Q2: 104,879 shares; 2025Q3: 107,536 shares; 2025Q4: 116,322 shares 116,322 $5.72M 0.01% +8,786 Timeline GSEW 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: 21,769 shares; 2024Q4: 22,919 shares; 2025Q1: 31,065 shares; 2025Q2: 50,262 shares; 2025Q3: 87,852 shares; 2025Q4: 67,035 shares 67,035 $5.71M 0.01% -20,817 Timeline IHDG 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: 351,047 shares; 2024Q4: 340,659 shares; 2025Q1: 340,885 shares; 2025Q2: 216,882 shares; 2025Q3: 166,798 shares; 2025Q4: 117,260 shares 117,260 $5.71M 0.01% -49,538 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 131,101 shares; 2025Q1: 130,998 shares; 2025Q2: 158,425 shares; 2025Q3: 158,558 shares; 2025Q4: 137,305 shares 137,305 $5.7M 0.01% -21,253 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,585 shares; 2024Q4: 138,298 shares; 2025Q1: 136,739 shares; 2025Q2: 135,709 shares; 2025Q3: 92,499 shares; 2025Q4: 81,120 shares 81,120 $5.69M 0.01% -11,379 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,802 shares; 2024Q4: 195,127 shares; 2025Q1: 231,596 shares; 2025Q2: 188,160 shares; 2025Q3: 176,085 shares; 2025Q4: 159,902 shares 159,902 $5.69M 0.01% -16,183 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,517 shares; 2024Q4: 107,053 shares; 2025Q1: 103,672 shares; 2025Q2: 117,478 shares; 2025Q3: 94,030 shares; 2025Q4: 94,544 shares 94,544 $5.67M 0.01% +514 Timeline FTCB 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: 313,082 shares; 2024Q4: 333,943 shares; 2025Q1: 342,130 shares; 2025Q2: 122,226 shares; 2025Q3: 165,400 shares; 2025Q4: 266,923 shares 266,923 $5.67M 0.01% +101,523 Timeline PXE 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: 31,530 shares; 2024Q4: 20,332 shares; 2025Q1: 14,788 shares; 2025Q2: 11,586 shares; 2025Q3: 8,801 shares; 2025Q4: 202,564 shares 202,564 $5.66M 0.01% +193,763 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,960 shares; 2024Q4: 120,903 shares; 2025Q1: 197,653 shares; 2025Q2: 174,616 shares; 2025Q3: 146,112 shares; 2025Q4: 145,513 shares 145,513 $5.66M 0.01% -599 Timeline IJUL 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: 182,590 shares; 2024Q4: 176,446 shares; 2025Q1: 172,477 shares; 2025Q2: 153,001 shares; 2025Q3: 173,878 shares; 2025Q4: 168,803 shares 168,803 $5.66M 0.01% -5,075 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,373 shares; 2024Q4: 34,788 shares; 2025Q1: 34,508 shares; 2025Q2: 33,514 shares; 2025Q3: 39,011 shares; 2025Q4: 30,669 shares 30,669 $5.64M 0.01% -8,342 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,157 shares; 2024Q4: 84,976 shares; 2025Q1: 87,249 shares; 2025Q2: 92,260 shares; 2025Q3: 90,523 shares; 2025Q4: 92,694 shares 92,694 $5.63M 0.01% +2,171 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,737 shares; 2024Q4: 50,995 shares; 2025Q1: 49,738 shares; 2025Q2: 49,987 shares; 2025Q3: 46,027 shares; 2025Q4: 37,396 shares 37,396 $5.62M 0.01% -8,631 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,214 shares; 2024Q4: 572,473 shares; 2025Q1: 585,303 shares; 2025Q2: 602,737 shares; 2025Q3: 612,985 shares; 2025Q4: 592,979 shares 592,979 $5.62M 0.01% -20,006 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,048 shares; 2024Q4: 77,668 shares; 2025Q1: 65,903 shares; 2025Q2: 65,809 shares; 2025Q3: 63,339 shares; 2025Q4: 63,600 shares 63,600 $5.61M 0.01% +261 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,267 shares; 2024Q4: 639,669 shares; 2025Q1: 474,920 shares; 2025Q2: 428,902 shares; 2025Q3: 167,902 shares; 2025Q4: 202,261 shares 202,261 $5.6M 0.01% +34,359 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,260 shares; 2024Q4: 150,945 shares; 2025Q1: 187,976 shares; 2025Q2: 184,032 shares; 2025Q3: 142,497 shares; 2025Q4: 141,187 shares 141,187 $5.6M 0.01% -1,310 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,592 shares; 2025Q2: 79,851 shares; 2025Q3: 66,954 shares; 2025Q4: 68,295 shares 68,295 $5.59M 0.01% +1,341 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,944 shares; 2024Q4: 51,771 shares; 2025Q1: 105,784 shares; 2025Q2: 109,602 shares; 2025Q3: 93,360 shares; 2025Q4: 97,949 shares 97,949 $5.59M 0.01% +4,589 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,424 shares 68,424 $5.59M 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,083 shares; 2024Q4: 37,883 shares; 2025Q1: 35,184 shares; 2025Q2: 56,428 shares; 2025Q3: 66,586 shares; 2025Q4: 64,201 shares 64,201 $5.58M 0.01% -2,385 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,433 shares; 2024Q4: 240,843 shares; 2025Q1: 250,800 shares; 2025Q2: 239,830 shares; 2025Q3: 384,943 shares; 2025Q4: 220,035 shares 220,035 $5.57M 0.01% -164,908 Timeline AVGE 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: 58,322 shares; 2024Q4: 60,622 shares; 2025Q1: 62,680 shares; 2025Q2: 61,069 shares; 2025Q3: 63,026 shares; 2025Q4: 64,701 shares 64,701 $5.56M 0.01% +1,675 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,568 shares; 2025Q1: 9,904 shares; 2025Q2: 9,775 shares; 2025Q3: 9,923 shares; 2025Q4: 5,490 shares 5,490 $5.54M 0.01% -4,433 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,305 shares; 2025Q1: 12,096 shares; 2025Q2: 10,678 shares; 2025Q3: 9,502 shares; 2025Q4: 8,832 shares 8,832 $5.5M 0.01% -670 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,947 shares; 2024Q4: 43,862 shares; 2025Q1: 44,933 shares; 2025Q2: 38,730 shares; 2025Q3: 35,605 shares; 2025Q4: 40,337 shares 40,337 $5.49M 0.01% +4,732 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,916 shares; 2024Q4: 52,123 shares; 2025Q1: 64,259 shares; 2025Q2: 55,757 shares; 2025Q3: 46,587 shares; 2025Q4: 37,874 shares 37,874 $5.48M 0.01% -8,713 Timeline IGF 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: 37,134 shares; 2024Q4: 35,418 shares; 2025Q1: 35,083 shares; 2025Q2: 68,624 shares; 2025Q3: 83,161 shares; 2025Q4: 89,284 shares 89,284 $5.48M 0.01% +6,123 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,740 shares; 2024Q4: 72,091 shares; 2025Q1: 74,565 shares; 2025Q2: 60,674 shares; 2025Q3: 45,449 shares; 2025Q4: 33,489 shares 33,489 $5.47M 0.01% -11,960 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,229 shares; 2024Q4: 65,296 shares; 2025Q1: 83,096 shares; 2025Q2: 82,791 shares; 2025Q3: 80,034 shares; 2025Q4: 75,449 shares 75,449 $5.47M 0.01% -4,585 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,806 shares 246,806 $5.46M 0.01% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,284 shares; 2024Q4: 151,430 shares; 2025Q1: 170,594 shares; 2025Q2: 130,284 shares; 2025Q3: 127,473 shares; 2025Q4: 122,186 shares 122,186 $5.46M 0.01% -5,287 Timeline AVSC 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: 46,260 shares; 2024Q4: 51,329 shares; 2025Q1: 61,250 shares; 2025Q2: 63,155 shares; 2025Q3: 54,126 shares; 2025Q4: 92,826 shares 92,826 $5.45M 0.01% +38,700 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 55,098 shares; 2025Q1: 58,784 shares; 2025Q2: 58,536 shares; 2025Q3: 57,829 shares; 2025Q4: 40,318 shares 40,318 $5.45M 0.01% -17,511 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,803 shares; 2024Q4: 129,989 shares; 2025Q1: 113,005 shares; 2025Q2: 81,318 shares; 2025Q3: 87,073 shares; 2025Q4: 92,264 shares 92,264 $5.44M 0.01% +5,191 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,225 shares; 2024Q4: 127,564 shares; 2025Q1: 117,768 shares; 2025Q2: 116,060 shares; 2025Q3: 112,385 shares; 2025Q4: 116,351 shares 116,351 $5.43M 0.01% +3,966 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,037 shares; 2024Q4: 189,112 shares; 2025Q1: 175,768 shares; 2025Q2: 172,303 shares; 2025Q3: 186,711 shares; 2025Q4: 182,001 shares 182,001 $5.43M 0.01% -4,710 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,970 shares; 2024Q4: 105,519 shares; 2025Q1: 122,261 shares; 2025Q2: 122,708 shares; 2025Q3: 137,260 shares; 2025Q4: 121,033 shares 121,033 $5.42M 0.01% -16,227 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,598 shares; 2024Q4: 260,652 shares; 2025Q1: 326,051 shares; 2025Q2: 420,363 shares; 2025Q3: 481,341 shares; 2025Q4: 504,492 shares 504,492 $5.4M 0.01% +23,151 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,241 shares; 2024Q4: 120,179 shares; 2025Q1: 118,577 shares; 2025Q2: 102,221 shares; 2025Q3: 78,015 shares; 2025Q4: 53,986 shares 53,986 $5.39M 0.01% -24,029 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,944 shares; 2024Q4: 52,503 shares; 2025Q1: 59,268 shares; 2025Q2: 58,193 shares; 2025Q3: 51,974 shares; 2025Q4: 48,121 shares 48,121 $5.38M 0.01% -3,853 Timeline NAPR 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: 145,672 shares; 2024Q4: 140,396 shares; 2025Q1: 120,588 shares; 2025Q2: 132,696 shares; 2025Q3: 102,423 shares; 2025Q4: 99,963 shares 99,963 $5.37M 0.01% -2,460 Timeline NJAN 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: 404,890 shares; 2024Q4: 411,532 shares; 2025Q1: 492,182 shares; 2025Q2: 475,926 shares; 2025Q3: 126,759 shares; 2025Q4: 97,469 shares 97,469 $5.35M 0.01% -29,290 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,661 shares; 2024Q4: 61,808 shares; 2025Q1: 66,862 shares; 2025Q2: 65,006 shares; 2025Q3: 69,214 shares; 2025Q4: 81,662 shares 81,662 $5.35M 0.01% +12,448 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,974 shares; 2024Q4: 453,929 shares; 2025Q1: 478,923 shares; 2025Q2: 535,325 shares; 2025Q3: 434,493 shares; 2025Q4: 445,132 shares 445,132 $5.35M 0.01% +10,639 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,261 shares; 2024Q4: 139,217 shares; 2025Q1: 243,569 shares; 2025Q2: 266,264 shares; 2025Q3: 381,659 shares; 2025Q4: 122,016 shares 122,016 $5.35M 0.01% -259,643 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,469 shares; 2024Q4: 36,576 shares; 2025Q1: 38,819 shares; 2025Q2: 35,204 shares; 2025Q3: 42,428 shares; 2025Q4: 42,811 shares 42,811 $5.34M 0.01% +383 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 12,055 shares; 2025Q1: 11,836 shares; 2025Q2: 16,287 shares; 2025Q3: 15,861 shares; 2025Q4: 15,723 shares 15,723 $5.34M 0.01% -138 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,245 shares; 2024Q4: 227,714 shares; 2025Q1: 231,909 shares; 2025Q2: 203,661 shares; 2025Q3: 60,431 shares; 2025Q4: 58,073 shares 58,073 $5.33M 0.01% -2,358 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,138 shares; 2025Q3: 216,755 shares; 2025Q4: 235,116 shares 235,116 $5.33M 0.01% +18,361 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,601 shares; 2024Q4: 240,781 shares; 2025Q1: 412,021 shares; 2025Q2: 203,949 shares; 2025Q3: 203,048 shares; 2025Q4: 75,651 shares 75,651 $5.33M 0.01% -127,397 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,244 shares; 2024Q4: 115,897 shares; 2025Q1: 109,494 shares; 2025Q2: 104,863 shares; 2025Q3: 107,243 shares; 2025Q4: 96,827 shares 96,827 $5.33M 0.01% -10,416 Timeline IAT 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: 111,899 shares; 2024Q4: 117,740 shares; 2025Q1: 115,586 shares; 2025Q2: 106,403 shares; 2025Q3: 100,820 shares; 2025Q4: 96,505 shares 96,505 $5.32M 0.01% -4,315 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,593 shares; 2024Q4: 84,563 shares; 2025Q1: 72,564 shares; 2025Q2: 59,853 shares; 2025Q3: 139,369 shares; 2025Q4: 135,709 shares 135,709 $5.3M 0.01% -3,660 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,418 shares; 2024Q4: 125,079 shares; 2025Q1: 124,747 shares; 2025Q2: 98,475 shares; 2025Q3: 85,046 shares; 2025Q4: 87,743 shares 87,743 $5.3M 0.01% +2,697 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,489 shares; 2024Q4: 69,591 shares; 2025Q1: 34,487 shares; 2025Q2: 108,394 shares; 2025Q3: 129,256 shares; 2025Q4: 137,674 shares 137,674 $5.29M 0.01% +8,418 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 6,897 shares; 2025Q1: 7,172 shares; 2025Q2: 7,485 shares; 2025Q3: 7,394 shares; 2025Q4: 6,889 shares 6,889 $5.28M 0.01% -505 Timeline PFFA 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: 101,252 shares; 2024Q4: 117,193 shares; 2025Q1: 115,442 shares; 2025Q2: 198,108 shares; 2025Q3: 211,469 shares; 2025Q4: 244,717 shares 244,717 $5.27M 0.01% +33,248 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,822 shares; 2024Q4: 175,308 shares; 2025Q1: 131,793 shares; 2025Q2: 135,446 shares; 2025Q3: 136,700 shares; 2025Q4: 127,104 shares 127,104 $5.27M 0.01% -9,596 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,341 shares; 2024Q4: 11,078 shares; 2025Q1: 11,373 shares; 2025Q2: 195,613 shares; 2025Q3: 201,570 shares; 2025Q4: 214,266 shares 214,266 $5.26M 0.01% +12,696 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,379 shares; 2024Q4: 129,350 shares; 2025Q1: 128,653 shares; 2025Q2: 128,499 shares; 2025Q3: 133,060 shares; 2025Q4: 130,236 shares 130,236 $5.26M 0.01% -2,824 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,175 shares; 2025Q3: 87,451 shares; 2025Q4: 94,017 shares 94,017 $5.25M 0.01% +6,566 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,960 shares; 2024Q4: 98,462 shares; 2025Q1: 93,775 shares; 2025Q2: 86,063 shares; 2025Q3: 80,371 shares; 2025Q4: 70,328 shares 70,328 $5.24M 0.01% -10,043 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,894 shares; 2024Q4: 146,766 shares; 2025Q1: 161,894 shares; 2025Q2: 178,056 shares; 2025Q3: 174,178 shares; 2025Q4: 183,067 shares 183,067 $5.23M 0.01% +8,889 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,324 shares; 2024Q4: 82,662 shares; 2025Q1: 82,201 shares; 2025Q2: 84,454 shares; 2025Q3: 57,785 shares; 2025Q4: 57,818 shares 57,818 $5.23M 0.01% +33 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,177 shares; 2024Q4: 87,749 shares; 2025Q1: 76,406 shares; 2025Q2: 74,136 shares; 2025Q3: 72,561 shares; 2025Q4: 65,326 shares 65,326 $5.22M 0.01% -7,235 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,002 shares; 2025Q4: 249,055 shares 249,055 $5.21M 0.01% +12,053 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,757 shares; 2024Q4: 106,317 shares; 2025Q1: 101,956 shares; 2025Q2: 87,807 shares; 2025Q3: 131,674 shares; 2025Q4: 136,141 shares 136,141 $5.21M 0.01% +4,467 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,632 shares; 2024Q4: 137,771 shares; 2025Q1: 122,991 shares; 2025Q2: 127,809 shares; 2025Q3: 168,793 shares; 2025Q4: 146,667 shares 146,667 $5.21M 0.01% -22,126 Timeline ZDEK 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: 161,989 shares; 2025Q1: 183,500 shares; 2025Q2: 189,683 shares; 2025Q3: 164,995 shares; 2025Q4: 202,182 shares 202,182 $5.2M 0.01% +37,187 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,882 shares; 2024Q4: 25,397 shares; 2025Q1: 27,515 shares; 2025Q2: 23,665 shares; 2025Q3: 46,192 shares; 2025Q4: 23,265 shares 23,265 $5.19M 0.01% -22,927 Timeline JHPI 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: 15,752 shares; 2024Q4: 19,709 shares; 2025Q1: 219,430 shares; 2025Q2: 216,344 shares; 2025Q3: 207,182 shares; 2025Q4: 227,329 shares 227,329 $5.19M 0.01% +20,147 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 12,970 shares; 2025Q1: 6,280 shares; 2025Q2: 6,996 shares; 2025Q3: 7,249 shares; 2025Q4: 5,727 shares 5,727 $5.19M 0.01% -1,522 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,553 shares; 2024Q4: 69,402 shares; 2025Q1: 72,614 shares; 2025Q2: 72,869 shares; 2025Q3: 62,461 shares; 2025Q4: 58,231 shares 58,231 $5.17M 0.01% -4,230 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,270 shares; 2024Q4: 43,437 shares; 2025Q1: 43,088 shares; 2025Q2: 39,178 shares; 2025Q3: 40,380 shares; 2025Q4: 34,899 shares 34,899 $5.17M 0.01% -5,481 Timeline JSMD 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: 31,064 shares; 2024Q4: 38,156 shares; 2025Q1: 41,627 shares; 2025Q2: 43,410 shares; 2025Q3: 54,833 shares; 2025Q4: 63,299 shares 63,299 $5.16M 0.01% +8,466 Timeline TMFC 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: 28,643 shares; 2024Q4: 50,726 shares; 2025Q1: 67,942 shares; 2025Q2: 80,165 shares; 2025Q3: 66,624 shares; 2025Q4: 71,732 shares 71,732 $5.15M 0.01% +5,108 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,579 shares; 2025Q2: 33,731 shares; 2025Q3: 44,800 shares; 2025Q4: 61,280 shares 61,280 $5.13M 0.01% +16,480 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 11,968 shares; 2025Q1: 11,357 shares; 2025Q2: 13,434 shares; 2025Q3: 12,982 shares; 2025Q4: 11,298 shares 11,298 $5.13M 0.01% -1,684 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,372 shares; 2024Q4: 303,319 shares; 2025Q1: 299,623 shares; 2025Q2: 305,236 shares; 2025Q3: 287,794 shares; 2025Q4: 268,683 shares 268,683 $5.12M 0.01% -19,111 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,796 shares; 2024Q4: 29,892 shares; 2025Q1: 32,895 shares; 2025Q2: 28,721 shares; 2025Q3: 26,178 shares; 2025Q4: 24,667 shares 24,667 $5.12M 0.01% -1,511 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,578 shares; 2024Q4: 99,711 shares; 2025Q1: 99,447 shares; 2025Q2: 91,289 shares; 2025Q3: 111,384 shares; 2025Q4: 135,151 shares 135,151 $5.1M 0.01% +23,767 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,481 shares; 2024Q4: 24,191 shares; 2025Q1: 25,681 shares; 2025Q2: 28,354 shares; 2025Q3: 27,633 shares; 2025Q4: 25,088 shares 25,088 $5.09M 0.01% -2,545 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 19,626 shares; 2025Q1: 24,252 shares; 2025Q2: 27,794 shares; 2025Q3: 28,384 shares; 2025Q4: 29,439 shares 29,439 $5.09M 0.01% +1,055 Timeline IVOV 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: 40,941 shares; 2024Q4: 49,613 shares; 2025Q1: 54,409 shares; 2025Q2: 51,568 shares; 2025Q3: 52,566 shares; 2025Q4: 50,342 shares 50,342 $5.09M 0.01% -2,224 Timeline JULU 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: 174,432 shares; 2024Q4: 173,474 shares; 2025Q1: 172,206 shares; 2025Q2: 175,750 shares; 2025Q3: 180,901 shares; 2025Q4: 171,019 shares 171,019 $5.08M 0.01% -9,882 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,218 shares; 2024Q4: 61,548 shares; 2025Q1: 62,245 shares; 2025Q2: 63,057 shares; 2025Q3: 63,918 shares; 2025Q4: 62,916 shares 62,916 $5.08M 0.01% -1,002 Timeline TAXF 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: 102,192 shares; 2024Q4: 107,308 shares; 2025Q1: 107,300 shares; 2025Q2: 97,590 shares; 2025Q3: 97,596 shares; 2025Q4: 100,529 shares 100,529 $5.06M 0.01% +2,933 Timeline PID 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: 195,711 shares; 2024Q4: 222,624 shares; 2025Q1: 246,803 shares; 2025Q2: 231,826 shares; 2025Q3: 223,816 shares; 2025Q4: 229,903 shares 229,903 $5.06M 0.01% +6,087 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,013 shares; 2024Q4: 587,666 shares; 2025Q1: 582,368 shares; 2025Q2: 466,935 shares; 2025Q3: 475,563 shares; 2025Q4: 460,457 shares 460,457 $5.06M 0.01% -15,106 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,635 shares; 2024Q4: 89,141 shares; 2025Q1: 88,583 shares; 2025Q2: 84,560 shares; 2025Q3: 80,565 shares; 2025Q4: 75,279 shares 75,279 $5.03M 0.01% -5,286 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,362 shares; 2024Q4: 75,918 shares; 2025Q1: 103,379 shares; 2025Q2: 118,416 shares; 2025Q3: 108,859 shares; 2025Q4: 119,740 shares 119,740 $5.03M 0.01% +10,881 Timeline DGRS 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: 93,057 shares; 2024Q4: 105,647 shares; 2025Q1: 111,211 shares; 2025Q2: 111,726 shares; 2025Q3: 109,372 shares; 2025Q4: 101,290 shares 101,290 $5.03M 0.01% -8,082 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,303 shares; 2024Q4: 179,603 shares; 2025Q1: 174,617 shares; 2025Q2: 183,530 shares; 2025Q3: 86,779 shares; 2025Q4: 85,978 shares 85,978 $5.02M 0.01% -801 Timeline UAPR 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: 279,313 shares; 2024Q4: 253,260 shares; 2025Q1: 169,265 shares; 2025Q2: 170,960 shares; 2025Q3: 161,762 shares; 2025Q4: 153,187 shares 153,187 $5.02M 0.01% -8,575 Timeline FLV 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: 66,708 shares; 2024Q4: 66,936 shares; 2025Q1: 67,496 shares; 2025Q2: 64,116 shares; 2025Q3: 63,921 shares; 2025Q4: 66,220 shares 66,220 $5.02M 0.01% +2,299 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,119 shares; 2024Q4: 28,877 shares; 2025Q1: 28,027 shares; 2025Q2: 26,963 shares; 2025Q3: 26,455 shares; 2025Q4: 22,469 shares 22,469 $5.01M 0.01% -3,986 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 5,770 shares; 2025Q1: 3,911 shares; 2025Q2: 4,344 shares; 2025Q3: 4,366 shares; 2025Q4: 5,366 shares 5,366 $5.01M 0.01% +1,000 Timeline DOCT 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: 79,018 shares; 2024Q4: 122,784 shares; 2025Q1: 121,633 shares; 2025Q2: 313,557 shares; 2025Q3: 112,698 shares; 2025Q4: 112,975 shares 112,975 $5M 0.01% +277 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,552 shares; 2024Q4: 238,474 shares; 2025Q1: 261,772 shares; 2025Q2: 249,874 shares; 2025Q3: 229,182 shares; 2025Q4: 253,228 shares 253,228 $4.99M 0.01% +24,046 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,252 shares; 2024Q4: 59,471 shares; 2025Q1: 56,731 shares; 2025Q2: 56,459 shares; 2025Q3: 55,464 shares; 2025Q4: 48,667 shares 48,667 $4.98M 0.01% -6,797 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,616 shares; 2024Q4: 53,853 shares; 2025Q1: 53,944 shares; 2025Q2: 53,832 shares; 2025Q3: 53,448 shares; 2025Q4: 30,991 shares 30,991 $4.98M 0.01% -22,457 Timeline UTEN 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: 103,966 shares; 2024Q4: 121,557 shares; 2025Q1: 106,415 shares; 2025Q2: 104,013 shares; 2025Q3: 111,074 shares; 2025Q4: 112,920 shares 112,920 $4.97M 0.01% +1,846 Timeline APRT 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: 107,252 shares; 2024Q4: 109,741 shares; 2025Q1: 99,946 shares; 2025Q2: 136,911 shares; 2025Q3: 122,272 shares; 2025Q4: 119,338 shares 119,338 $4.97M 0.01% -2,934 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,485 shares; 2024Q4: 88,934 shares; 2025Q1: 86,842 shares; 2025Q2: 87,298 shares; 2025Q3: 73,249 shares; 2025Q4: 76,378 shares 76,378 $4.97M 0.01% +3,129 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,092 shares; 2024Q4: 84,055 shares; 2025Q1: 83,592 shares; 2025Q2: 104,396 shares; 2025Q3: 122,605 shares; 2025Q4: 110,562 shares 110,562 $4.96M 0.01% -12,043 Timeline DFAW 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: 47,418 shares; 2024Q4: 49,440 shares; 2025Q1: 53,017 shares; 2025Q2: 61,429 shares; 2025Q3: 66,410 shares; 2025Q4: 66,912 shares 66,912 $4.95M 0.01% +502 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,274 shares; 2024Q4: 482,723 shares; 2025Q1: 619,660 shares; 2025Q2: 610,929 shares; 2025Q3: 613,369 shares; 2025Q4: 635,518 shares 635,518 $4.94M 0.01% +22,149 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,156 shares; 2024Q4: 45,214 shares; 2025Q1: 47,892 shares; 2025Q2: 49,081 shares; 2025Q3: 34,435 shares; 2025Q4: 34,270 shares 34,270 $4.94M 0.01% -165 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,518 shares; 2024Q4: 189,029 shares; 2025Q1: 191,624 shares; 2025Q2: 162,346 shares; 2025Q3: 126,499 shares; 2025Q4: 125,150 shares 125,150 $4.93M 0.01% -1,349 Timeline AUGT 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: 103,085 shares; 2024Q4: 94,523 shares; 2025Q1: 85,094 shares; 2025Q2: 112,286 shares; 2025Q3: 144,752 shares; 2025Q4: 138,217 shares 138,217 $4.93M 0.01% -6,535 Timeline BMAY 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: 131,505 shares; 2024Q4: 101,889 shares; 2025Q1: 112,736 shares; 2025Q2: 158,963 shares; 2025Q3: 143,191 shares; 2025Q4: 109,687 shares 109,687 $4.92M 0.01% -33,504 Timeline LALT 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: 73,688 shares; 2024Q4: 80,099 shares; 2025Q1: 100,192 shares; 2025Q2: 122,058 shares; 2025Q3: 104,748 shares; 2025Q4: 215,240 shares 215,240 $4.91M 0.01% +110,492 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,686 shares; 2024Q4: 55,674 shares; 2025Q1: 55,150 shares; 2025Q2: 42,355 shares; 2025Q3: 41,421 shares; 2025Q4: 37,770 shares 37,770 $4.9M 0.01% -3,651 Timeline INCO 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: 51,038 shares; 2024Q4: 49,730 shares; 2025Q1: 63,716 shares; 2025Q2: 91,389 shares; 2025Q3: 78,583 shares; 2025Q4: 75,627 shares 75,627 $4.9M 0.01% -2,956 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,397 shares; 2024Q4: 118,804 shares; 2025Q1: 87,876 shares; 2025Q2: 90,871 shares; 2025Q3: 117,719 shares; 2025Q4: 91,365 shares 91,365 $4.9M 0.01% -26,354 Timeline IBDZ 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: 25,618 shares; 2024Q4: 49,697 shares; 2025Q1: 96,769 shares; 2025Q2: 145,151 shares; 2025Q3: 165,418 shares; 2025Q4: 185,664 shares 185,664 $4.9M 0.01% +20,246 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,895 shares; 2024Q4: 314,643 shares; 2025Q1: 358,615 shares; 2025Q2: 346,456 shares; 2025Q3: 375,462 shares; 2025Q4: 259,905 shares 259,905 $4.9M 0.01% -115,557 Timeline SIXO 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: 448,003 shares; 2024Q4: 472,538 shares; 2025Q1: 470,063 shares; 2025Q2: 482,573 shares; 2025Q3: 128,900 shares; 2025Q4: 140,879 shares 140,879 $4.89M 0.01% +11,979 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,035 shares; 2024Q4: 15,592 shares; 2025Q1: 14,276 shares; 2025Q2: 15,191 shares; 2025Q3: 15,250 shares; 2025Q4: 15,118 shares 15,118 $4.89M 0.01% -132 Timeline DFIS 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: 135,174 shares; 2024Q4: 135,360 shares; 2025Q1: 140,425 shares; 2025Q2: 146,843 shares; 2025Q3: 150,213 shares; 2025Q4: 148,494 shares 148,494 $4.89M 0.01% -1,719 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,867 shares; 2024Q4: 145,579 shares; 2025Q1: 143,955 shares; 2025Q2: 137,708 shares; 2025Q3: 95,831 shares; 2025Q4: 112,854 shares 112,854 $4.89M 0.01% +17,023 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,189 shares; 2024Q4: 113,384 shares; 2025Q1: 119,171 shares; 2025Q2: 128,185 shares; 2025Q3: 110,566 shares; 2025Q4: 104,023 shares 104,023 $4.86M 0.01% -6,543 Timeline GJAN 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: 110,176 shares; 2024Q4: 107,774 shares; 2025Q1: 146,496 shares; 2025Q2: 161,480 shares; 2025Q3: 141,834 shares; 2025Q4: 113,465 shares 113,465 $4.86M 0.01% -28,369 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,385 shares; 2024Q4: 52,652 shares; 2025Q1: 64,154 shares; 2025Q2: 64,110 shares; 2025Q3: 59,547 shares; 2025Q4: 59,121 shares 59,121 $4.85M 0.01% -426 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,200 shares; 2024Q4: 409,771 shares; 2025Q1: 406,472 shares; 2025Q2: 254,094 shares; 2025Q3: 409,643 shares; 2025Q4: 230,151 shares 230,151 $4.83M 0.01% -179,492 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,179 shares 31,179 $4.83M 0.01% new Timeline KOCT 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: 86,514 shares; 2024Q4: 110,467 shares; 2025Q1: 114,610 shares; 2025Q2: 110,971 shares; 2025Q3: 100,727 shares; 2025Q4: 143,369 shares 143,369 $4.83M 0.01% +42,642 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,123 shares; 2024Q4: 120,770 shares; 2025Q1: 94,594 shares; 2025Q2: 92,191 shares; 2025Q3: 96,833 shares; 2025Q4: 95,539 shares 95,539 $4.82M 0.01% -1,294 Timeline CFA 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: 49,360 shares; 2024Q4: 52,055 shares; 2025Q1: 50,737 shares; 2025Q2: 50,192 shares; 2025Q3: 50,447 shares; 2025Q4: 52,848 shares 52,848 $4.81M 0.01% +2,401 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,042 shares; 2024Q4: 199,496 shares; 2025Q1: 212,620 shares; 2025Q2: 229,677 shares; 2025Q3: 134,023 shares; 2025Q4: 118,311 shares 118,311 $4.81M 0.01% -15,712 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,518 shares; 2024Q4: 205,951 shares; 2025Q1: 209,460 shares; 2025Q2: 180,430 shares; 2025Q3: 171,243 shares; 2025Q4: 152,447 shares 152,447 $4.8M 0.01% -18,796 Timeline RFV 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: 70,292 shares; 2024Q4: 73,682 shares; 2025Q1: 74,034 shares; 2025Q2: 74,346 shares; 2025Q3: 70,981 shares; 2025Q4: 37,557 shares 37,557 $4.8M 0.01% -33,424 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,322 shares; 2024Q4: 21,943 shares; 2025Q1: 20,649 shares; 2025Q2: 19,887 shares; 2025Q3: 18,654 shares; 2025Q4: 20,408 shares 20,408 $4.77M 0.01% +1,754 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,327 shares; 2024Q4: 38,549 shares; 2025Q1: 30,422 shares; 2025Q2: 26,018 shares; 2025Q3: 26,050 shares; 2025Q4: 25,676 shares 25,676 $4.77M 0.01% -374 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,698 shares; 2024Q4: 182,368 shares; 2025Q1: 179,713 shares; 2025Q2: 184,347 shares; 2025Q3: 201,270 shares; 2025Q4: 203,701 shares 203,701 $4.76M 0.01% +2,431 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,348 shares; 2025Q4: 223,788 shares 223,788 $4.74M 0.01% +3,440 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 119,289 shares; 2025Q3: 123,568 shares; 2025Q4: 125,979 shares 125,979 $4.74M 0.01% +2,411 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,101 shares; 2024Q4: 110,312 shares; 2025Q1: 111,738 shares; 2025Q2: 111,935 shares; 2025Q3: 109,376 shares; 2025Q4: 109,129 shares 109,129 $4.73M 0.01% -247 Timeline IBHH 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: 169,893 shares; 2024Q4: 184,225 shares; 2025Q1: 189,803 shares; 2025Q2: 198,252 shares; 2025Q3: 196,787 shares; 2025Q4: 199,548 shares 199,548 $4.72M 0.01% +2,761 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,596 shares; 2024Q4: 158,315 shares; 2025Q1: 165,631 shares; 2025Q2: 163,035 shares; 2025Q3: 285,736 shares; 2025Q4: 151,217 shares 151,217 $4.72M 0.01% -134,519 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,796 shares; 2024Q4: 14,884 shares; 2025Q1: 14,859 shares; 2025Q2: 15,410 shares; 2025Q3: 17,654 shares; 2025Q4: 18,989 shares 18,989 $4.71M 0.01% +1,335 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,457 shares; 2024Q4: 86,353 shares; 2025Q1: 82,955 shares; 2025Q2: 82,517 shares; 2025Q3: 69,290 shares; 2025Q4: 74,758 shares 74,758 $4.71M 0.01% +5,468 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,628 shares; 2024Q4: 79,834 shares; 2025Q1: 85,282 shares; 2025Q2: 82,763 shares; 2025Q3: 76,917 shares; 2025Q4: 73,825 shares 73,825 $4.7M 0.01% -3,092 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,209 shares; 2024Q4: 19,546 shares; 2025Q1: 125,325 shares; 2025Q2: 38,189 shares; 2025Q3: 38,735 shares; 2025Q4: 127,667 shares 127,667 $4.7M 0.01% +88,932 Timeline IYR 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: 53,373 shares; 2024Q4: 75,672 shares; 2025Q1: 64,541 shares; 2025Q2: 60,001 shares; 2025Q3: 55,696 shares; 2025Q4: 50,014 shares 50,014 $4.7M 0.01% -5,682 Timeline NNOV 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: 36,201 shares; 2025Q1: 46,449 shares; 2025Q2: 30,586 shares; 2025Q3: 26,134 shares; 2025Q4: 163,616 shares 163,616 $4.7M 0.01% +137,482 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,910 shares; 2024Q4: 22,610 shares; 2025Q1: 23,721 shares; 2025Q2: 409,766 shares; 2025Q3: 408,096 shares; 2025Q4: 404,256 shares 404,256 $4.69M 0.01% -3,840 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,987 shares; 2025Q1: 28,081 shares; 2025Q2: 160,763 shares; 2025Q3: 176,537 shares; 2025Q4: 184,620 shares 184,620 $4.69M 0.01% +8,083 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,631 shares; 2025Q4: 175,004 shares 175,004 $4.68M 0.01% +97,373 Timeline TMSL 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: 36,467 shares; 2024Q4: 57,491 shares; 2025Q1: 74,519 shares; 2025Q2: 106,496 shares; 2025Q3: 104,568 shares; 2025Q4: 130,328 shares 130,328 $4.68M 0.01% +25,760 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,033 shares; 2024Q4: 57,072 shares; 2025Q1: 54,751 shares; 2025Q2: 53,097 shares; 2025Q3: 50,960 shares; 2025Q4: 52,414 shares 52,414 $4.68M 0.01% +1,454 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,182 shares; 2024Q4: 27,626 shares; 2025Q1: 29,053 shares; 2025Q2: 28,724 shares; 2025Q3: 27,611 shares; 2025Q4: 23,961 shares 23,961 $4.68M 0.01% -3,650 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 7,755 shares; 2025Q1: 17,536 shares; 2025Q2: 20,194 shares; 2025Q3: 62,560 shares; 2025Q4: 86,663 shares 86,663 $4.67M 0.01% +24,103 Timeline IBMP 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: 88,867 shares; 2024Q4: 120,565 shares; 2025Q1: 142,174 shares; 2025Q2: 156,883 shares; 2025Q3: 165,304 shares; 2025Q4: 183,316 shares 183,316 $4.65M 0.01% +18,012 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,969 shares; 2024Q4: 188,681 shares; 2025Q1: 194,691 shares; 2025Q2: 188,119 shares; 2025Q3: 166,908 shares; 2025Q4: 149,902 shares 149,902 $4.65M 0.01% -17,006 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,353 shares; 2024Q4: 125,734 shares; 2025Q1: 129,060 shares; 2025Q2: 136,774 shares; 2025Q3: 103,806 shares; 2025Q4: 100,700 shares 100,700 $4.64M 0.01% -3,106 Timeline BSMS 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: 193,678 shares; 2024Q4: 195,457 shares; 2025Q1: 198,482 shares; 2025Q2: 248,437 shares; 2025Q3: 263,906 shares; 2025Q4: 197,624 shares 197,624 $4.64M 0.01% -66,282 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176,231 shares; 2025Q4: 186,842 shares 186,842 $4.63M 0.01% +10,611 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,538 shares; 2024Q4: 49,639 shares; 2025Q1: 49,483 shares; 2025Q2: 18,396 shares; 2025Q3: 18,457 shares; 2025Q4: 13,449 shares 13,449 $4.63M 0.01% -5,008 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,832 shares; 2024Q4: 39,400 shares; 2025Q1: 39,488 shares; 2025Q2: 35,769 shares; 2025Q3: 28,458 shares; 2025Q4: 22,417 shares 22,417 $4.63M 0.01% -6,041 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,997 shares; 2024Q4: 152,736 shares; 2025Q1: 141,385 shares; 2025Q2: 125,234 shares; 2025Q3: 113,337 shares; 2025Q4: 108,060 shares 108,060 $4.61M 0.01% -5,277 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,380 shares; 2024Q4: 17,321 shares; 2025Q1: 16,148 shares; 2025Q2: 16,033 shares; 2025Q3: 15,895 shares; 2025Q4: 15,289 shares 15,289 $4.59M 0.01% -606 Timeline PBTP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,288 shares; 2025Q1: 150,685 shares; 2025Q2: 193,350 shares; 2025Q3: 198,445 shares; 2025Q4: 175,813 shares 175,813 $4.56M 0.01% -22,632 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,434 shares; 2024Q4: 128,340 shares; 2025Q1: 108,127 shares; 2025Q2: 108,622 shares; 2025Q3: 95,785 shares; 2025Q4: 113,157 shares 113,157 $4.55M 0.01% +17,372 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,259 shares; 2024Q4: 622,119 shares; 2025Q1: 431,428 shares; 2025Q2: 449,781 shares; 2025Q3: 394,447 shares; 2025Q4: 359,377 shares 359,377 $4.55M 0.01% -35,070 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,666 shares; 2024Q4: 50,904 shares; 2025Q1: 50,444 shares; 2025Q2: 49,992 shares; 2025Q3: 48,221 shares; 2025Q4: 52,175 shares 52,175 $4.54M 0.01% +3,954 Timeline BLOK 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: 476,062 shares; 2024Q4: 428,081 shares; 2025Q1: 426,509 shares; 2025Q2: 417,245 shares; 2025Q3: 95,173 shares; 2025Q4: 79,802 shares 79,802 $4.54M 0.01% -15,371 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,080 shares; 2024Q4: 131,018 shares; 2025Q1: 232,431 shares; 2025Q2: 337,570 shares; 2025Q3: 840,468 shares; 2025Q4: 911,520 shares 911,520 $4.53M 0.01% +71,052 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,216 shares; 2024Q4: 52,598 shares; 2025Q1: 57,211 shares; 2025Q2: 55,435 shares; 2025Q3: 57,255 shares; 2025Q4: 58,450 shares 58,450 $4.52M 0.01% +1,195 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,420 shares; 2024Q4: 75,596 shares; 2025Q1: 76,459 shares; 2025Q2: 62,404 shares; 2025Q3: 67,804 shares; 2025Q4: 53,878 shares 53,878 $4.52M 0.01% -13,926 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,931 shares; 2024Q4: 33,154 shares; 2025Q1: 71,942 shares; 2025Q2: 69,194 shares; 2025Q3: 69,283 shares; 2025Q4: 70,519 shares 70,519 $4.51M 0.01% +1,236 Timeline JMTG 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: 158,356 shares; 2025Q3: 88,658 shares; 2025Q4: 88,305 shares 88,305 $4.51M 0.01% -353 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,811 shares; 2025Q1: 2,790 shares; 2025Q2: 2,705 shares; 2025Q3: 3,182 shares; 2025Q4: 25,704 shares 25,704 $4.51M 0.01% +22,522 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 4,940 shares; 2025Q1: 4,719 shares; 2025Q2: 6,265 shares; 2025Q3: 22,686 shares; 2025Q4: 25,082 shares 25,082 $4.5M 0.01% +2,396 Timeline REMX 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: 20,697 shares; 2024Q4: 14,650 shares; 2025Q1: 17,455 shares; 2025Q2: 15,850 shares; 2025Q3: 24,417 shares; 2025Q4: 60,748 shares 60,748 $4.49M 0.01% +36,331 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,820 shares; 2024Q4: 222,274 shares; 2025Q1: 220,737 shares; 2025Q2: 222,217 shares; 2025Q3: 216,128 shares; 2025Q4: 223,399 shares 223,399 $4.48M 0.01% +7,271 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,246 shares; 2024Q4: 33,224 shares; 2025Q1: 30,355 shares; 2025Q2: 30,479 shares; 2025Q3: 31,822 shares; 2025Q4: 29,063 shares 29,063 $4.47M 0.01% -2,759 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,734 shares; 2024Q4: 41,871 shares; 2025Q1: 42,741 shares; 2025Q2: 45,808 shares; 2025Q3: 44,092 shares; 2025Q4: 37,333 shares 37,333 $4.47M 0.01% -6,759 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 5,383 shares; 2025Q1: 5,410 shares; 2025Q2: 5,329 shares; 2025Q3: 5,435 shares; 2025Q4: 3,686 shares 3,686 $4.47M 0.01% -1,749 IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,092 shares; 2025Q1: 142,518 shares; 2025Q2: 146,146 shares; 2025Q3: 152,219 shares; 2025Q4: 172,964 shares 172,964 $4.46M 0.01% +20,745 Timeline NDEC 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: 89,969 shares; 2025Q1: 107,525 shares; 2025Q2: 103,468 shares; 2025Q3: 85,118 shares; 2025Q4: 160,686 shares 160,686 $4.46M 0.01% +75,568 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,054 shares; 2024Q4: 408,627 shares; 2025Q1: 424,798 shares; 2025Q2: 417,171 shares; 2025Q3: 416,230 shares; 2025Q4: 490,708 shares 490,708 $4.45M 0.01% +74,478 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 296,152 shares 296,152 $4.44M 0.01% new Timeline IBMO 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: 129,313 shares; 2024Q4: 140,206 shares; 2025Q1: 153,577 shares; 2025Q2: 149,722 shares; 2025Q3: 156,447 shares; 2025Q4: 172,866 shares 172,866 $4.43M 0.01% +16,419 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,220 shares; 2024Q4: 24,028 shares; 2025Q1: 39,052 shares; 2025Q2: 42,178 shares; 2025Q3: 43,687 shares; 2025Q4: 175,576 shares 175,576 $4.43M 0.01% +131,889 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,503 shares; 2025Q1: 4,386 shares; 2025Q2: 18,912 shares; 2025Q3: 17,678 shares; 2025Q4: 14,600 shares 14,600 $4.41M 0.01% -3,078 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,959 shares; 2024Q4: 220,527 shares; 2025Q1: 257,267 shares; 2025Q2: 265,724 shares; 2025Q3: 290,577 shares; 2025Q4: 259,314 shares 259,314 $4.4M 0.01% -31,263 Timeline IDOG 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: 132,235 shares; 2024Q4: 135,086 shares; 2025Q1: 121,003 shares; 2025Q2: 111,601 shares; 2025Q3: 113,419 shares; 2025Q4: 114,180 shares 114,180 $4.4M 0.01% +761 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,768 shares; 2024Q4: 61,143 shares; 2025Q1: 63,549 shares; 2025Q2: 58,676 shares; 2025Q3: 54,015 shares; 2025Q4: 42,943 shares 42,943 $4.4M 0.01% -11,072 Timeline FMAT 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: 115,570 shares; 2024Q4: 113,680 shares; 2025Q1: 88,902 shares; 2025Q2: 78,126 shares; 2025Q3: 75,266 shares; 2025Q4: 82,732 shares 82,732 $4.39M 0.01% +7,466 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,748 shares; 2024Q4: 74,858 shares; 2025Q1: 82,402 shares; 2025Q2: 88,264 shares; 2025Q3: 102,258 shares; 2025Q4: 114,249 shares 114,249 $4.38M 0.01% +11,991 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 9,580 shares; 2025Q1: 9,969 shares; 2025Q2: 61,768 shares; 2025Q3: 48,103 shares; 2025Q4: 92,080 shares 92,080 $4.38M 0.01% +43,977 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,717 shares; 2024Q4: 66,058 shares; 2025Q1: 70,496 shares; 2025Q2: 73,906 shares; 2025Q3: 79,846 shares; 2025Q4: 119,385 shares 119,385 $4.38M 0.01% +39,539 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,365 shares; 2024Q4: 67,647 shares; 2025Q1: 439,220 shares; 2025Q2: 482,018 shares; 2025Q3: 104,244 shares; 2025Q4: 91,185 shares 91,185 $4.38M 0.01% -13,059 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,806 shares; 2024Q4: 47,540 shares; 2025Q1: 53,824 shares; 2025Q2: 59,466 shares; 2025Q3: 64,460 shares; 2025Q4: 67,634 shares 67,634 $4.37M 0.01% +3,174 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: not reported; 2025Q1: 65,865 shares; 2025Q2: 65,826 shares; 2025Q3: 82,943 shares; 2025Q4: 115,553 shares 115,553 $4.36M 0.01% +32,610 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,475 shares; 2024Q4: 70,045 shares; 2025Q1: 74,915 shares; 2025Q2: 51,914 shares; 2025Q3: 53,912 shares; 2025Q4: 60,921 shares 60,921 $4.36M 0.01% +7,009 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,554 shares; 2024Q4: 45,028 shares; 2025Q1: 44,030 shares; 2025Q2: 45,684 shares; 2025Q3: 45,895 shares; 2025Q4: 45,803 shares 45,803 $4.36M 0.01% -92 Timeline GAPR 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: 86,003 shares; 2024Q4: 68,096 shares; 2025Q1: 61,433 shares; 2025Q2: 149,610 shares; 2025Q3: 139,562 shares; 2025Q4: 108,824 shares 108,824 $4.35M 0.01% -30,738 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,524 shares; 2025Q4: 211,799 shares 211,799 $4.35M 0.01% -4,725 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,194 shares; 2024Q4: 260,223 shares; 2025Q1: 259,954 shares; 2025Q2: 267,685 shares; 2025Q3: 277,343 shares; 2025Q4: 267,872 shares 267,872 $4.34M 0.01% -9,471 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,841 shares; 2024Q4: 304,512 shares; 2025Q1: 305,050 shares; 2025Q2: 325,242 shares; 2025Q3: 89,221 shares; 2025Q4: 144,620 shares 144,620 $4.33M 0.01% +55,399 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 5,603 shares; 2025Q1: 5,740 shares; 2025Q2: 26,107 shares; 2025Q3: 27,212 shares; 2025Q4: 30,476 shares 30,476 $4.33M 0.01% +3,264 Timeline JUNW 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: 138,981 shares; 2024Q4: 138,054 shares; 2025Q1: 133,979 shares; 2025Q2: 170,452 shares; 2025Q3: 130,214 shares; 2025Q4: 129,259 shares 129,259 $4.32M 0.01% -955 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,228 shares; 2025Q4: 158,838 shares 158,838 $4.31M 0.01% +23,610 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 16,915 shares; 2025Q1: 21,776 shares; 2025Q2: 17,726 shares; 2025Q3: 17,837 shares; 2025Q4: 17,177 shares 17,177 $4.31M 0.01% -660 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,071 shares; 2024Q4: 91,515 shares; 2025Q1: 91,415 shares; 2025Q2: 69,750 shares; 2025Q3: 110,164 shares; 2025Q4: 67,146 shares 67,146 $4.31M 0.01% -43,018 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,038 shares; 2024Q4: 429,497 shares; 2025Q1: 420,662 shares; 2025Q2: 434,750 shares; 2025Q3: 398,464 shares; 2025Q4: 395,174 shares 395,174 $4.31M 0.01% -3,290 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,128 shares; 2024Q4: 165,958 shares; 2025Q1: 143,510 shares; 2025Q2: 141,061 shares; 2025Q3: 149,796 shares; 2025Q4: 177,037 shares 177,037 $4.31M 0.01% +27,241 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,593 shares; 2024Q4: 166,130 shares; 2025Q1: 215,758 shares; 2025Q2: 178,801 shares; 2025Q3: 171,648 shares; 2025Q4: 152,058 shares 152,058 $4.3M 0.01% -19,590 Timeline VGLT 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: 173,458 shares; 2024Q4: 142,265 shares; 2025Q1: 109,748 shares; 2025Q2: 86,527 shares; 2025Q3: 67,541 shares; 2025Q4: 76,931 shares 76,931 $4.29M 0.01% +9,390 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,235 shares; 2024Q4: 269,868 shares; 2025Q1: 241,714 shares; 2025Q2: 231,383 shares; 2025Q3: 247,805 shares; 2025Q4: 178,681 shares 178,681 $4.29M 0.01% -69,124 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,134 shares; 2024Q4: 115,866 shares; 2025Q1: 119,837 shares; 2025Q2: 118,636 shares; 2025Q3: 123,294 shares; 2025Q4: 100,986 shares 100,986 $4.29M 0.01% -22,308 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,948 shares; 2024Q4: 146,417 shares; 2025Q1: 139,481 shares; 2025Q2: 140,601 shares; 2025Q3: 128,244 shares; 2025Q4: 117,529 shares 117,529 $4.29M 0.01% -10,715 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 13,669 shares; 2025Q1: 14,123 shares; 2025Q2: 12,848 shares; 2025Q3: 12,981 shares; 2025Q4: 12,708 shares 12,708 $4.28M 0.01% -273 Timeline IEUR 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: 33,876 shares; 2024Q4: 38,817 shares; 2025Q1: 46,607 shares; 2025Q2: 69,158 shares; 2025Q3: 56,363 shares; 2025Q4: 60,257 shares 60,257 $4.28M 0.01% +3,894 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,281 shares; 2024Q4: 107,268 shares; 2025Q1: 119,089 shares; 2025Q2: 118,253 shares; 2025Q3: 74,550 shares; 2025Q4: 70,823 shares 70,823 $4.28M 0.01% -3,727 Timeline AVSD 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: 55,480 shares; 2024Q4: 57,950 shares; 2025Q1: 57,534 shares; 2025Q2: 58,689 shares; 2025Q3: 58,174 shares; 2025Q4: 57,578 shares 57,578 $4.28M 0.01% -596 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,455 shares; 2024Q4: 135,325 shares; 2025Q1: 127,706 shares; 2025Q2: 126,865 shares; 2025Q3: 182,187 shares; 2025Q4: 159,572 shares 159,572 $4.27M 0.01% -22,615 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,982 shares; 2024Q4: 43,087 shares; 2025Q1: 44,728 shares; 2025Q2: 37,281 shares; 2025Q3: 27,597 shares; 2025Q4: 23,425 shares 23,425 $4.26M 0.01% -4,172 Timeline PFM 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: 90,033 shares; 2024Q4: 94,206 shares; 2025Q1: 89,866 shares; 2025Q2: 85,698 shares; 2025Q3: 83,134 shares; 2025Q4: 82,562 shares 82,562 $4.25M 0.01% -572 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,832 shares; 2024Q4: 58,894 shares; 2025Q1: 72,723 shares; 2025Q2: 105,648 shares; 2025Q3: 99,852 shares; 2025Q4: 130,785 shares 130,785 $4.25M 0.01% +30,933 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,365 shares; 2024Q4: 67,756 shares; 2025Q1: 66,808 shares; 2025Q2: 72,253 shares; 2025Q3: 71,557 shares; 2025Q4: 89,557 shares 89,557 $4.23M 0.01% +18,000 Timeline FTRI 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: 329,273 shares; 2024Q4: 278,338 shares; 2025Q1: 155,106 shares; 2025Q2: 136,390 shares; 2025Q3: 280,399 shares; 2025Q4: 270,072 shares 270,072 $4.23M 0.01% -10,327 Timeline OCTT 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: 125,447 shares; 2024Q4: 217,552 shares; 2025Q1: 209,717 shares; 2025Q2: 240,476 shares; 2025Q3: 85,953 shares; 2025Q4: 96,784 shares 96,784 $4.21M 0.01% +10,831 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,940 shares; 2024Q4: 62,437 shares; 2025Q1: 57,554 shares; 2025Q2: 55,800 shares; 2025Q3: 34,910 shares; 2025Q4: 20,379 shares 20,379 $4.2M 0.01% -14,531 Timeline DFSU 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: 71,443 shares; 2024Q4: 76,266 shares; 2025Q1: 78,661 shares; 2025Q2: 82,616 shares; 2025Q3: 86,965 shares; 2025Q4: 96,650 shares 96,650 $4.2M 0.01% +9,685 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,343 shares; 2024Q4: 32,497 shares; 2025Q1: 34,048 shares; 2025Q2: 62,842 shares; 2025Q3: 64,915 shares; 2025Q4: 99,847 shares 99,847 $4.2M 0.01% +34,932 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,609 shares 135,609 $4.2M 0.01% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,580 shares; 2024Q4: 79,683 shares; 2025Q1: 113,287 shares; 2025Q2: 95,032 shares; 2025Q3: 96,121 shares; 2025Q4: 87,002 shares 87,002 $4.19M 0.01% -9,119 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,326 shares; 2024Q4: 277,208 shares; 2025Q1: 325,832 shares; 2025Q2: 314,436 shares; 2025Q3: 261,356 shares; 2025Q4: 242,916 shares 242,916 $4.19M 0.01% -18,440 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,523 shares; 2024Q4: 165,751 shares; 2025Q1: 161,394 shares; 2025Q2: 147,459 shares; 2025Q3: 130,439 shares; 2025Q4: 120,612 shares 120,612 $4.16M 0.01% -9,827 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,686 shares; 2024Q4: 61,992 shares; 2025Q1: 111,112 shares; 2025Q2: 62,700 shares; 2025Q3: 60,293 shares; 2025Q4: 69,575 shares 69,575 $4.16M 0.01% +9,282 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,370 shares 160,370 $4.15M 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,521 shares; 2024Q4: 243,351 shares; 2025Q1: 359,608 shares; 2025Q2: 231,842 shares; 2025Q3: 205,221 shares; 2025Q4: 63,636 shares 63,636 $4.14M 0.01% -141,585 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,476 shares; 2024Q4: 327,372 shares; 2025Q1: 274,413 shares; 2025Q2: 287,158 shares; 2025Q3: 228,669 shares; 2025Q4: 220,042 shares 220,042 $4.14M 0.01% -8,627 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,277 shares 63,277 $4.14M 0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,729 shares; 2024Q4: 292,727 shares; 2025Q1: 274,123 shares; 2025Q2: 275,859 shares; 2025Q3: 2,986,579 shares; 2025Q4: 2,100,825 shares 2,100,825 $4.14M 0.01% -885,754 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,873 shares; 2024Q4: 161,987 shares; 2025Q1: 166,006 shares; 2025Q2: 194,980 shares; 2025Q3: 212,318 shares; 2025Q4: 254,318 shares 254,318 $4.13M 0.01% +42,000 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,280 shares; 2024Q4: 200,671 shares; 2025Q1: 233,883 shares; 2025Q2: 170,183 shares; 2025Q3: 158,988 shares; 2025Q4: 173,841 shares 173,841 $4.12M 0.01% +14,853 Timeline QTAP 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: 16,553 shares; 2024Q4: 78,307 shares; 2025Q1: 9,905 shares; 2025Q2: 44,374 shares; 2025Q3: 44,584 shares; 2025Q4: 91,917 shares 91,917 $4.12M 0.01% +47,333 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,965 shares; 2025Q3: 83,018 shares; 2025Q4: 81,874 shares 81,874 $4.11M 0.01% -1,144 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 5,679 shares; 2025Q4: 89,991 shares 89,991 $4.11M 0.01% +84,312 Timeline SGML SIGMA LITHIUM CORPORATION More: the full row for SIGMA LITHIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387,755 shares; 2025Q4: 311,105 shares 311,105 $4.1M 0.01% -76,650 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,085 shares; 2024Q4: 33,306 shares; 2025Q1: 22,591 shares; 2025Q2: 29,167 shares; 2025Q3: 21,681 shares; 2025Q4: 32,076 shares 32,076 $4.1M 0.01% +10,395 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,408 shares; 2024Q4: 68,614 shares; 2025Q1: 74,882 shares; 2025Q2: 62,574 shares; 2025Q3: 69,097 shares; 2025Q4: 78,113 shares 78,113 $4.1M 0.01% +9,016 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,183 shares; 2024Q4: 67,192 shares; 2025Q1: 68,527 shares; 2025Q2: 65,759 shares; 2025Q3: 65,791 shares; 2025Q4: 51,893 shares 51,893 $4.09M 0.01% -13,898 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,993 shares; 2024Q4: 119,042 shares; 2025Q1: 95,636 shares; 2025Q2: 131,241 shares; 2025Q3: 126,742 shares; 2025Q4: 90,416 shares 90,416 $4.09M 0.01% -36,326 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,061 shares; 2024Q4: 173,223 shares; 2025Q1: 162,960 shares; 2025Q2: 136,022 shares; 2025Q3: 114,267 shares; 2025Q4: 98,945 shares 98,945 $4.09M 0.01% -15,322 Timeline UFEB 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: 75,079 shares; 2024Q4: 68,816 shares; 2025Q1: 139,320 shares; 2025Q2: 141,524 shares; 2025Q3: 114,331 shares; 2025Q4: 110,968 shares 110,968 $4.08M 0.01% -3,363 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,784 shares; 2025Q1: 9,345 shares; 2025Q2: 23,837 shares; 2025Q3: 16,396 shares; 2025Q4: 24,401 shares 24,401 $4.06M 0.01% +8,005 Timeline OIH 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: 6,656 shares; 2024Q4: 26,731 shares; 2025Q1: 27,041 shares; 2025Q2: 14,025 shares; 2025Q3: 13,655 shares; 2025Q4: 14,198 shares 14,198 $4.04M 0.01% +543 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,225 shares; 2024Q4: 196,013 shares; 2025Q1: 289,573 shares; 2025Q2: 83,876 shares; 2025Q3: 65,812 shares; 2025Q4: 62,362 shares 62,362 $4.04M 0.01% -3,450 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,747 shares; 2024Q4: 18,825 shares; 2025Q1: 19,185 shares; 2025Q2: 30,589 shares; 2025Q3: 28,703 shares; 2025Q4: 17,687 shares 17,687 $4.02M 0.01% -11,016 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,492 shares; 2024Q4: 40,505 shares; 2025Q1: 41,108 shares; 2025Q2: 38,887 shares; 2025Q3: 38,750 shares; 2025Q4: 29,393 shares 29,393 $4.01M 0.01% -9,357 Timeline TRPA 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: 24,426 shares; 2024Q4: 73,049 shares; 2025Q1: 94,387 shares; 2025Q2: 98,947 shares; 2025Q3: 95,993 shares; 2025Q4: 103,075 shares 103,075 $4.01M 0.01% +7,082 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,734 shares; 2024Q4: 24,590 shares; 2025Q1: 23,041 shares; 2025Q2: 42,809 shares; 2025Q3: 42,777 shares; 2025Q4: 41,780 shares 41,780 $4.01M 0.01% -997 Timeline ISCF 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: 89,381 shares; 2024Q4: 91,070 shares; 2025Q1: 98,127 shares; 2025Q2: 97,278 shares; 2025Q3: 94,337 shares; 2025Q4: 96,616 shares 96,616 $4.01M 0.01% +2,279 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,396 shares; 2024Q4: 156,504 shares; 2025Q1: 157,946 shares; 2025Q2: 130,101 shares; 2025Q3: 74,594 shares; 2025Q4: 68,335 shares 68,335 $4.01M 0.01% -6,259 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,157 shares; 2024Q4: 16,665 shares; 2025Q1: 18,382 shares; 2025Q2: 17,170 shares; 2025Q3: 13,839 shares; 2025Q4: 14,088 shares 14,088 $4M 0.01% +249 Timeline OCTP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 12,296 shares; 2025Q2: 13,071 shares; 2025Q3: 12,376 shares; 2025Q4: 131,902 shares 131,902 $4M 0.01% +119,526 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,359 shares; 2024Q4: 20,906 shares; 2025Q1: 22,148 shares; 2025Q2: 23,583 shares; 2025Q3: 25,838 shares; 2025Q4: 27,865 shares 27,865 $4M 0.01% +2,027 Timeline BIZD 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: 323,649 shares; 2024Q4: 340,472 shares; 2025Q1: 372,134 shares; 2025Q2: 375,874 shares; 2025Q3: 358,050 shares; 2025Q4: 281,555 shares 281,555 $3.99M 0.01% -76,495 Timeline PALC 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: 20,582 shares; 2024Q4: 20,616 shares; 2025Q1: 27,229 shares; 2025Q2: 22,533 shares; 2025Q3: 66,540 shares; 2025Q4: 76,415 shares 76,415 $3.99M 0.01% +9,875 Timeline FSMB 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: 93,771 shares; 2024Q4: 101,216 shares; 2025Q1: 90,316 shares; 2025Q2: 87,045 shares; 2025Q3: 122,891 shares; 2025Q4: 199,110 shares 199,110 $3.99M 0.01% +76,219 Timeline FEBT 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: 46,486 shares; 2024Q4: 45,809 shares; 2025Q1: 76,497 shares; 2025Q2: 112,417 shares; 2025Q3: 106,337 shares; 2025Q4: 104,601 shares 104,601 $3.99M 0.01% -1,736 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,082 shares; 2024Q4: 60,542 shares; 2025Q1: 66,482 shares; 2025Q2: 162,400 shares; 2025Q3: 126,256 shares; 2025Q4: 133,392 shares 133,392 $3.98M 0.01% +7,136 Timeline IUS 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: 31,106 shares; 2024Q4: 32,301 shares; 2025Q1: 38,745 shares; 2025Q2: 47,630 shares; 2025Q3: 74,367 shares; 2025Q4: 69,461 shares 69,461 $3.97M 0.01% -4,906 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,536 shares; 2024Q4: 20,291 shares; 2025Q1: 21,314 shares; 2025Q2: 21,191 shares; 2025Q3: 20,499 shares; 2025Q4: 19,321 shares 19,321 $3.97M 0.01% -1,178 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,168 shares; 2024Q4: 76,560 shares; 2025Q1: 90,747 shares; 2025Q2: 91,477 shares; 2025Q3: 93,323 shares; 2025Q4: 56,722 shares 56,722 $3.97M 0.01% -36,601 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,152 shares 206,152 $3.95M 0.01% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,647 shares; 2024Q4: 36,352 shares; 2025Q1: 40,509 shares; 2025Q2: 40,215 shares; 2025Q3: 20,801 shares; 2025Q4: 46,822 shares 46,822 $3.95M 0.01% +26,021 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,464 shares; 2024Q4: 15,053 shares; 2025Q1: 14,955 shares; 2025Q2: 15,142 shares; 2025Q3: 15,743 shares; 2025Q4: 16,433 shares 16,433 $3.94M 0.01% +690 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,233 shares; 2024Q4: 61,570 shares; 2025Q1: 53,318 shares; 2025Q2: 57,398 shares; 2025Q3: 43,808 shares; 2025Q4: 33,529 shares 33,529 $3.93M 0.01% -10,279 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,403 shares; 2024Q4: 111,974 shares; 2025Q1: 112,781 shares; 2025Q2: 111,343 shares; 2025Q3: 107,245 shares; 2025Q4: 98,879 shares 98,879 $3.92M 0.01% -8,366 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,491 shares; 2024Q4: 67,726 shares; 2025Q1: 71,648 shares; 2025Q2: 70,143 shares; 2025Q3: 61,475 shares; 2025Q4: 37,902 shares 37,902 $3.91M 0.01% -23,573 Timeline POWA 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: 49,188 shares; 2024Q4: 46,669 shares; 2025Q1: 46,433 shares; 2025Q2: 44,599 shares; 2025Q3: 44,526 shares; 2025Q4: 43,330 shares 43,330 $3.9M 0.01% -1,196 Timeline