FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 21,063 shares; 2025Q1: 20,098 shares; 2025Q2: 23,489 shares; 2025Q3: 22,144 shares; 2025Q4: 357,726 shares 357,726 $3.89M 0.01% +335,582 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 6,537 shares; 2025Q1: 8,471 shares; 2025Q2: 9,926 shares; 2025Q3: 9,407 shares; 2025Q4: 9,745 shares 9,745 $3.87M 0.01% +338 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,723 shares; 2024Q4: 91,626 shares; 2025Q1: 94,071 shares; 2025Q2: 77,993 shares; 2025Q3: 78,306 shares; 2025Q4: 38,148 shares 38,148 $3.87M 0.01% -40,158 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,749 shares; 2024Q4: 54,428 shares; 2025Q1: 59,584 shares; 2025Q2: 61,234 shares; 2025Q3: 56,690 shares; 2025Q4: 52,602 shares 52,602 $3.87M 0.01% -4,088 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,876 shares; 2024Q4: 135,105 shares; 2025Q1: 143,125 shares; 2025Q2: 137,077 shares; 2025Q3: 161,986 shares; 2025Q4: 151,306 shares 151,306 $3.87M 0.01% -10,680 Timeline DJUN 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: 127,908 shares; 2024Q4: 123,367 shares; 2025Q1: 116,855 shares; 2025Q2: 108,515 shares; 2025Q3: 99,532 shares; 2025Q4: 81,557 shares 81,557 $3.86M 0.01% -17,975 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,168 shares; 2024Q4: 47,064 shares; 2025Q1: 46,712 shares; 2025Q2: 46,083 shares; 2025Q3: 47,894 shares; 2025Q4: 47,728 shares 47,728 $3.86M 0.01% -166 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,502 shares; 2024Q4: 93,375 shares; 2025Q1: 104,521 shares; 2025Q2: 87,537 shares; 2025Q3: 72,022 shares; 2025Q4: 76,502 shares 76,502 $3.84M 0.01% +4,480 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,522 shares; 2024Q4: 29,863 shares; 2025Q1: 30,665 shares; 2025Q2: 31,155 shares; 2025Q3: 22,650 shares; 2025Q4: 22,130 shares 22,130 $3.84M 0.01% -520 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,204 shares; 2024Q4: 481,916 shares; 2025Q1: 442,941 shares; 2025Q2: 443,659 shares; 2025Q3: 343,185 shares; 2025Q4: 366,511 shares 366,511 $3.82M 0.01% +23,326 Timeline LDEM 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: 72,676 shares; 2024Q4: 81,464 shares; 2025Q1: 43,298 shares; 2025Q2: 70,058 shares; 2025Q3: 70,301 shares; 2025Q4: 65,714 shares 65,714 $3.82M 0.01% -4,587 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,538 shares; 2024Q4: 197,928 shares; 2025Q1: 209,418 shares; 2025Q2: 219,939 shares; 2025Q3: 208,556 shares; 2025Q4: 269,172 shares 269,172 $3.81M 0.01% +60,616 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 9,476 shares; 2025Q1: 5,174 shares; 2025Q2: 4,935 shares; 2025Q3: 41,316 shares; 2025Q4: 149,849 shares 149,849 $3.81M 0.01% +108,533 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,409 shares; 2024Q4: 299,661 shares; 2025Q1: 281,936 shares; 2025Q2: 96,398 shares; 2025Q3: 76,954 shares; 2025Q4: 147,585 shares 147,585 $3.8M 0.01% +70,631 Timeline BCHP 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: 18,435 shares; 2024Q4: 23,583 shares; 2025Q1: 26,956 shares; 2025Q2: 29,936 shares; 2025Q3: 98,072 shares; 2025Q4: 101,289 shares 101,289 $3.8M 0.01% +3,217 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,457 shares; 2024Q4: 37,357 shares; 2025Q1: 38,558 shares; 2025Q2: 40,506 shares; 2025Q3: 55,624 shares; 2025Q4: 55,143 shares 55,143 $3.78M 0.01% -481 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,011 shares; 2024Q4: 35,660 shares; 2025Q1: 36,862 shares; 2025Q2: 40,779 shares; 2025Q3: 36,413 shares; 2025Q4: 36,046 shares 36,046 $3.77M 0.01% -367 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,558 shares; 2024Q4: 14,629 shares; 2025Q1: 16,540 shares; 2025Q2: 15,560 shares; 2025Q3: 17,033 shares; 2025Q4: 19,708 shares 19,708 $3.77M 0.01% +2,675 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,998 shares; 2024Q4: 34,410 shares; 2025Q1: 42,326 shares; 2025Q2: 51,771 shares; 2025Q3: 87,554 shares; 2025Q4: 74,393 shares 74,393 $3.76M 0.01% -13,161 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 18,644 shares; 2025Q1: 49,318 shares; 2025Q2: 30,861 shares; 2025Q3: 30,648 shares; 2025Q4: 41,216 shares 41,216 $3.75M 0.01% +10,568 Timeline AVMU 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: 76,796 shares; 2024Q4: 82,291 shares; 2025Q1: 85,161 shares; 2025Q2: 88,607 shares; 2025Q3: 84,405 shares; 2025Q4: 81,116 shares 81,116 $3.75M 0.01% -3,289 Timeline IEZ 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: 172,573 shares; 2025Q1: 184,547 shares; 2025Q2: 184,813 shares; 2025Q3: 183,597 shares; 2025Q4: 179,650 shares 179,650 $3.75M <0.01% -3,947 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,986 shares; 2024Q4: 23,100 shares; 2025Q1: 24,269 shares; 2025Q2: 20,322 shares; 2025Q3: 18,718 shares; 2025Q4: 18,444 shares 18,444 $3.75M <0.01% -274 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,503 shares; 2024Q4: 8,532 shares; 2025Q1: 9,788 shares; 2025Q2: 7,275 shares; 2025Q3: 7,595 shares; 2025Q4: 7,336 shares 7,336 $3.75M <0.01% -259 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 14,355 shares; 2025Q1: 21,449 shares; 2025Q2: 27,091 shares; 2025Q3: 32,931 shares; 2025Q4: 38,973 shares 38,973 $3.75M <0.01% +6,042 Timeline QUS 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: 29,438 shares; 2024Q4: 30,059 shares; 2025Q1: 28,148 shares; 2025Q2: 28,312 shares; 2025Q3: 28,154 shares; 2025Q4: 21,462 shares 21,462 $3.74M <0.01% -6,692 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,414 shares; 2024Q4: 25,336 shares; 2025Q1: 29,831 shares; 2025Q2: 28,824 shares; 2025Q3: 30,360 shares; 2025Q4: 22,301 shares 22,301 $3.74M <0.01% -8,059 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,103 shares; 2024Q4: 34,106 shares; 2025Q1: 40,412 shares; 2025Q2: 45,903 shares; 2025Q3: 54,180 shares; 2025Q4: 64,717 shares 64,717 $3.73M <0.01% +10,537 Timeline FXZ 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: 11,501 shares; 2024Q4: 67,768 shares; 2025Q1: 68,359 shares; 2025Q2: 57,621 shares; 2025Q3: 56,737 shares; 2025Q4: 57,591 shares 57,591 $3.73M <0.01% +854 Timeline XOP 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: 29,782 shares; 2024Q4: 29,934 shares; 2025Q1: 28,399 shares; 2025Q2: 27,816 shares; 2025Q3: 26,887 shares; 2025Q4: 29,534 shares 29,534 $3.73M <0.01% +2,647 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,879 shares; 2024Q4: 137,585 shares; 2025Q1: 165,411 shares; 2025Q2: 187,384 shares; 2025Q3: 242,100 shares; 2025Q4: 187,705 shares 187,705 $3.73M <0.01% -54,395 Timeline CLIP 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: 16,044 shares; 2024Q4: 28,076 shares; 2025Q1: 47,826 shares; 2025Q2: 86,842 shares; 2025Q3: 84,556 shares; 2025Q4: 37,155 shares 37,155 $3.72M <0.01% -47,401 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 7,341 shares; 2025Q1: 8,668 shares; 2025Q2: 14,301 shares; 2025Q3: 50,040 shares; 2025Q4: 72,565 shares 72,565 $3.71M <0.01% +22,525 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,303 shares; 2024Q4: 78,135 shares; 2025Q1: 83,694 shares; 2025Q2: 83,468 shares; 2025Q3: 83,645 shares; 2025Q4: 66,747 shares 66,747 $3.7M <0.01% -16,898 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,509 shares; 2024Q4: 56,295 shares; 2025Q1: 53,791 shares; 2025Q2: 40,384 shares; 2025Q3: 36,604 shares; 2025Q4: 41,145 shares 41,145 $3.7M <0.01% +4,541 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,588 shares; 2024Q4: 34,266 shares; 2025Q1: 33,364 shares; 2025Q2: 58,310 shares; 2025Q3: 65,999 shares; 2025Q4: 55,673 shares 55,673 $3.7M <0.01% -10,326 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 12,246 shares; 2025Q1: 13,020 shares; 2025Q2: 12,973 shares; 2025Q3: 14,453 shares; 2025Q4: 30,046 shares 30,046 $3.7M <0.01% +15,593 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,861 shares; 2024Q4: 107,131 shares; 2025Q1: 100,339 shares; 2025Q2: 109,309 shares; 2025Q3: 88,424 shares; 2025Q4: 88,919 shares 88,919 $3.69M <0.01% +495 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,025 shares; 2024Q4: 141,775 shares; 2025Q1: 142,291 shares; 2025Q2: 140,893 shares; 2025Q3: 160,761 shares; 2025Q4: 139,837 shares 139,837 $3.69M <0.01% -20,924 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 16,658 shares; 2025Q1: 26,442 shares; 2025Q2: 17,896 shares; 2025Q3: 15,572 shares; 2025Q4: 15,177 shares 15,177 $3.69M <0.01% -395 Timeline USEP 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: 60,134 shares; 2024Q4: 60,906 shares; 2025Q1: 60,906 shares; 2025Q2: 60,907 shares; 2025Q3: 91,607 shares; 2025Q4: 93,684 shares 93,684 $3.68M <0.01% +2,077 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,898 shares; 2024Q4: 43,323 shares; 2025Q1: 54,088 shares; 2025Q2: 43,837 shares; 2025Q3: 41,316 shares; 2025Q4: 41,540 shares 41,540 $3.68M <0.01% +224 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,343 shares; 2024Q4: 190,176 shares; 2025Q1: 187,604 shares; 2025Q2: 240,041 shares; 2025Q3: 247,095 shares; 2025Q4: 222,740 shares 222,740 $3.68M <0.01% -24,355 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,144 shares; 2024Q4: 38,141 shares; 2025Q1: 37,548 shares; 2025Q2: 36,905 shares; 2025Q3: 27,134 shares; 2025Q4: 25,770 shares 25,770 $3.67M <0.01% -1,364 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,373 shares; 2024Q4: 30,985 shares; 2025Q1: 35,073 shares; 2025Q2: 37,343 shares; 2025Q3: 34,277 shares; 2025Q4: 35,971 shares 35,971 $3.66M <0.01% +1,694 Timeline RWR 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: 48,869 shares; 2024Q4: 58,811 shares; 2025Q1: 59,403 shares; 2025Q2: 60,088 shares; 2025Q3: 39,438 shares; 2025Q4: 37,276 shares 37,276 $3.66M <0.01% -2,162 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,670 shares; 2024Q4: 184,642 shares; 2025Q1: 196,451 shares; 2025Q2: 195,549 shares; 2025Q3: 89,743 shares; 2025Q4: 87,225 shares 87,225 $3.64M <0.01% -2,518 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,020 shares; 2024Q4: 19,180 shares; 2025Q1: 20,383 shares; 2025Q2: 20,366 shares; 2025Q3: 20,328 shares; 2025Q4: 20,188 shares 20,188 $3.64M <0.01% -140 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,445 shares; 2024Q4: 110,865 shares; 2025Q1: 104,107 shares; 2025Q2: 123,592 shares; 2025Q3: 73,732 shares; 2025Q4: 81,037 shares 81,037 $3.64M <0.01% +7,305 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 2,381 shares; 2025Q1: 2,353 shares; 2025Q2: 25,681 shares; 2025Q3: 24,936 shares; 2025Q4: 23,717 shares 23,717 $3.64M <0.01% -1,219 Timeline DFGX 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: 97,942 shares; 2024Q4: 118,367 shares; 2025Q1: 123,103 shares; 2025Q2: 123,756 shares; 2025Q3: 149,683 shares; 2025Q4: 69,034 shares 69,034 $3.63M <0.01% -80,649 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,373 shares; 2024Q4: 385,270 shares; 2025Q1: 368,056 shares; 2025Q2: 369,601 shares; 2025Q3: 351,643 shares; 2025Q4: 328,101 shares 328,101 $3.63M <0.01% -23,542 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 20,171 shares; 2025Q2: 39,341 shares; 2025Q3: 41,491 shares; 2025Q4: 40,926 shares 40,926 $3.62M <0.01% -565 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,409 shares; 2024Q4: 306,828 shares; 2025Q1: 309,423 shares; 2025Q2: 310,736 shares; 2025Q3: 269,702 shares; 2025Q4: 252,045 shares 252,045 $3.62M <0.01% -17,657 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,292 shares; 2024Q4: 358,574 shares; 2025Q1: 367,368 shares; 2025Q2: 338,631 shares; 2025Q3: 352,146 shares; 2025Q4: 316,575 shares 316,575 $3.62M <0.01% -35,571 Timeline EQL 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: 10,863 shares; 2024Q4: 11,620 shares; 2025Q1: 13,403 shares; 2025Q2: 66,026 shares; 2025Q3: 76,753 shares; 2025Q4: 77,944 shares 77,944 $3.62M <0.01% +1,191 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 10,880 shares; 2025Q1: 10,960 shares; 2025Q2: 11,177 shares; 2025Q3: 12,007 shares; 2025Q4: 11,474 shares 11,474 $3.61M <0.01% -533 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,681 shares; 2024Q4: 46,065 shares; 2025Q1: 47,004 shares; 2025Q2: 43,405 shares; 2025Q3: 26,628 shares; 2025Q4: 25,821 shares 25,821 $3.61M <0.01% -807 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,326 shares; 2024Q4: 361,604 shares; 2025Q1: 349,528 shares; 2025Q2: 327,849 shares; 2025Q3: 292,118 shares; 2025Q4: 245,449 shares 245,449 $3.61M <0.01% -46,669 Timeline SIXP 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: 95,456 shares; 2024Q4: 97,780 shares; 2025Q1: 119,732 shares; 2025Q2: 119,732 shares; 2025Q3: 118,412 shares; 2025Q4: 114,192 shares 114,192 $3.6M <0.01% -4,220 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,024 shares; 2024Q4: 37,643 shares; 2025Q1: 36,482 shares; 2025Q2: 37,544 shares; 2025Q3: 38,618 shares; 2025Q4: 38,982 shares 38,982 $3.6M <0.01% +364 Timeline HFSI 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: not reported; 2024Q4: not reported; 2025Q1: 28,596 shares; 2025Q2: 37,688 shares; 2025Q3: 56,338 shares; 2025Q4: 101,252 shares 101,252 $3.59M <0.01% +44,914 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,958 shares; 2024Q4: 5,894 shares; 2025Q1: 6,991 shares; 2025Q2: 11,131 shares; 2025Q3: 9,108 shares; 2025Q4: 10,056 shares 10,056 $3.59M <0.01% +948 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,360 shares; 2024Q4: 217,429 shares; 2025Q1: 300,416 shares; 2025Q2: 309,306 shares; 2025Q3: 175,916 shares; 2025Q4: 147,335 shares 147,335 $3.59M <0.01% -28,581 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 5,702 shares; 2025Q1: 10,105 shares; 2025Q2: 18,680 shares; 2025Q3: 47,506 shares; 2025Q4: 78,656 shares 78,656 $3.58M <0.01% +31,150 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,176 shares; 2025Q3: 6,000 shares; 2025Q4: 45,035 shares 45,035 $3.57M <0.01% +39,035 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: 24,592 shares; 2025Q1: 23,273 shares; 2025Q2: 125,889 shares; 2025Q3: 125,889 shares; 2025Q4: 126,405 shares 126,405 $3.56M <0.01% +516 Timeline IBHF 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: 111,026 shares; 2024Q4: 129,323 shares; 2025Q1: 135,774 shares; 2025Q2: 143,670 shares; 2025Q3: 144,180 shares; 2025Q4: 154,299 shares 154,299 $3.56M <0.01% +10,119 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,526 shares; 2025Q1: 19,790 shares; 2025Q2: 9,588 shares; 2025Q3: 6,097 shares; 2025Q4: 7,293 shares 7,293 $3.55M <0.01% +1,196 Timeline SCHZ 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: 109,324 shares; 2024Q4: 195,166 shares; 2025Q1: 179,803 shares; 2025Q2: 171,075 shares; 2025Q3: 156,863 shares; 2025Q4: 151,885 shares 151,885 $3.55M <0.01% -4,978 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,179 shares; 2024Q4: 267,496 shares; 2025Q1: 269,714 shares; 2025Q2: 295,488 shares; 2025Q3: 307,157 shares; 2025Q4: 303,749 shares 303,749 $3.55M <0.01% -3,408 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,435 shares; 2024Q4: 195,253 shares; 2025Q1: 190,779 shares; 2025Q2: 174,202 shares; 2025Q3: 155,450 shares; 2025Q4: 145,074 shares 145,074 $3.54M <0.01% -10,376 Timeline JPLD 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: 31,120 shares; 2024Q4: 36,319 shares; 2025Q1: 61,025 shares; 2025Q2: 54,155 shares; 2025Q3: 52,312 shares; 2025Q4: 67,448 shares 67,448 $3.53M <0.01% +15,136 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,329 shares; 2024Q4: 157,258 shares; 2025Q1: 101,860 shares; 2025Q2: 105,249 shares; 2025Q3: 95,317 shares; 2025Q4: 90,044 shares 90,044 $3.53M <0.01% -5,273 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 5,778 shares; 2025Q1: 2,264 shares; 2025Q2: 2,515 shares; 2025Q3: 2,598 shares; 2025Q4: 2,641 shares 2,641 $3.51M <0.01% +43 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: 8,139 shares; 2025Q2: 9,252 shares; 2025Q3: 10,510 shares; 2025Q4: 11,167 shares 11,167 $3.5M <0.01% +657 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,934 shares; 2024Q4: 116,844 shares; 2025Q1: 147,367 shares; 2025Q2: 159,514 shares; 2025Q3: 153,186 shares; 2025Q4: 123,604 shares 123,604 $3.48M <0.01% -29,582 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,702 shares; 2024Q4: 45,288 shares; 2025Q1: 53,621 shares; 2025Q2: 66,264 shares; 2025Q3: 63,213 shares; 2025Q4: 59,211 shares 59,211 $3.48M <0.01% -4,002 Timeline SPBX 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: 94,991 shares; 2025Q2: 95,618 shares; 2025Q3: 111,069 shares; 2025Q4: 126,421 shares 126,421 $3.47M <0.01% +15,352 Timeline IAUG 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: 22,569 shares; 2024Q4: 22,569 shares; 2025Q1: 22,274 shares; 2025Q2: 22,274 shares; 2025Q3: 105,765 shares; 2025Q4: 121,755 shares 121,755 $3.47M <0.01% +15,990 Timeline AAPR 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: 122,306 shares; 2024Q4: 119,861 shares; 2025Q1: 129,386 shares; 2025Q2: 130,108 shares; 2025Q3: 127,703 shares; 2025Q4: 121,920 shares 121,920 $3.46M <0.01% -5,783 Timeline ZFEB 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: 308,258 shares; 2025Q2: 187,165 shares; 2025Q3: 140,150 shares; 2025Q4: 136,257 shares 136,257 $3.46M <0.01% -3,893 Timeline BSCW 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: 178,811 shares; 2024Q4: 188,898 shares; 2025Q1: 198,678 shares; 2025Q2: 168,508 shares; 2025Q3: 172,898 shares; 2025Q4: 165,608 shares 165,608 $3.46M <0.01% -7,290 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,075 shares; 2024Q4: 67,739 shares; 2025Q1: 57,425 shares; 2025Q2: 77,060 shares; 2025Q3: 62,806 shares; 2025Q4: 53,907 shares 53,907 $3.45M <0.01% -8,899 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: not reported; 2025Q1: 8,925 shares; 2025Q2: 18,336 shares; 2025Q3: 24,817 shares; 2025Q4: 107,711 shares 107,711 $3.45M <0.01% +82,894 Timeline XMPT 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: 153,868 shares; 2024Q4: 166,204 shares; 2025Q1: 173,134 shares; 2025Q2: 181,638 shares; 2025Q3: 167,046 shares; 2025Q4: 157,296 shares 157,296 $3.44M <0.01% -9,750 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,027 shares; 2024Q4: 102,958 shares; 2025Q1: 122,724 shares; 2025Q2: 101,742 shares; 2025Q3: 89,204 shares; 2025Q4: 70,682 shares 70,682 $3.44M <0.01% -18,522 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 16,059 shares; 2025Q1: 17,799 shares; 2025Q2: 28,994 shares; 2025Q3: 34,183 shares; 2025Q4: 37,145 shares 37,145 $3.44M <0.01% +2,962 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,476 shares; 2024Q4: 118,423 shares; 2025Q1: 134,830 shares; 2025Q2: 105,120 shares; 2025Q3: 332,249 shares; 2025Q4: 202,912 shares 202,912 $3.43M <0.01% -129,337 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,145 shares; 2024Q4: 90,207 shares; 2025Q1: 80,403 shares; 2025Q2: 79,288 shares; 2025Q3: 71,600 shares; 2025Q4: 42,331 shares 42,331 $3.43M <0.01% -29,269 Timeline DTH 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: 30,170 shares; 2024Q4: 13,074 shares; 2025Q1: 16,414 shares; 2025Q2: 23,339 shares; 2025Q3: 55,509 shares; 2025Q4: 66,456 shares 66,456 $3.43M <0.01% +10,947 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,901 shares; 2024Q4: 154,839 shares; 2025Q1: 159,373 shares; 2025Q2: 136,533 shares; 2025Q3: 129,009 shares; 2025Q4: 87,536 shares 87,536 $3.42M <0.01% -41,473 Timeline XDQQ 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: 51,861 shares; 2024Q4: 54,576 shares; 2025Q1: 53,541 shares; 2025Q2: 81,584 shares; 2025Q3: 82,383 shares; 2025Q4: 86,549 shares 86,549 $3.42M <0.01% +4,166 Timeline ZMAR 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: 156,009 shares; 2025Q2: 210,367 shares; 2025Q3: 130,468 shares; 2025Q4: 124,252 shares 124,252 $3.42M <0.01% -6,216 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,019 shares; 2024Q4: 93,778 shares; 2025Q1: 127,149 shares; 2025Q2: 142,414 shares; 2025Q3: 129,595 shares; 2025Q4: 156,787 shares 156,787 $3.41M <0.01% +27,192 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,047 shares; 2024Q4: 228,047 shares; 2025Q1: 246,532 shares; 2025Q2: 257,567 shares; 2025Q3: 130,654 shares; 2025Q4: 130,033 shares 130,033 $3.4M <0.01% -621 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,499 shares; 2024Q4: 51,377 shares; 2025Q1: 47,915 shares; 2025Q2: 51,785 shares; 2025Q3: 88,317 shares; 2025Q4: 98,171 shares 98,171 $3.38M <0.01% +9,854 Timeline JANT 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: 167,738 shares; 2024Q4: 175,130 shares; 2025Q1: 192,239 shares; 2025Q2: 434,091 shares; 2025Q3: 108,675 shares; 2025Q4: 81,916 shares 81,916 $3.38M <0.01% -26,759 Timeline VRP 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: 375,520 shares; 2024Q4: 432,834 shares; 2025Q1: 255,032 shares; 2025Q2: 233,194 shares; 2025Q3: 214,527 shares; 2025Q4: 138,435 shares 138,435 $3.37M <0.01% -76,092 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,673 shares; 2024Q4: 43,176 shares; 2025Q1: 43,006 shares; 2025Q2: 41,341 shares; 2025Q3: 41,372 shares; 2025Q4: 40,541 shares 40,541 $3.36M <0.01% -831 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,320 shares; 2024Q4: 102,391 shares; 2025Q1: 107,739 shares; 2025Q2: 105,373 shares; 2025Q3: 95,954 shares; 2025Q4: 114,901 shares 114,901 $3.36M <0.01% +18,947 Timeline ZNOV 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: 76,075 shares; 2025Q1: 68,618 shares; 2025Q2: 56,320 shares; 2025Q3: 55,857 shares; 2025Q4: 125,951 shares 125,951 $3.36M <0.01% +70,094 Timeline ZAUG 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: 99,778 shares; 2024Q4: 89,215 shares; 2025Q1: 91,080 shares; 2025Q2: 84,366 shares; 2025Q3: 130,515 shares; 2025Q4: 125,744 shares 125,744 $3.36M <0.01% -4,771 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,507 shares; 2024Q4: 26,187 shares; 2025Q1: 24,390 shares; 2025Q2: 12,546 shares; 2025Q3: 31,013 shares; 2025Q4: 30,359 shares 30,359 $3.35M <0.01% -654 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 68,768 shares 68,768 $3.34M <0.01% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,139 shares; 2024Q4: 48,930 shares; 2025Q1: 48,582 shares; 2025Q2: 47,535 shares; 2025Q3: 46,771 shares; 2025Q4: 45,071 shares 45,071 $3.34M <0.01% -1,700 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,464 shares; 2025Q2: 37,290 shares; 2025Q3: 48,782 shares; 2025Q4: 52,461 shares 52,461 $3.33M <0.01% +3,679 Timeline DTCR 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: 23,672 shares; 2025Q1: 19,614 shares; 2025Q2: 93,120 shares; 2025Q3: 131,417 shares; 2025Q4: 157,782 shares 157,782 $3.33M <0.01% +26,365 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 10,863 shares; 2025Q1: 10,562 shares; 2025Q2: 10,014 shares; 2025Q3: 8,723 shares; 2025Q4: 8,756 shares 8,756 $3.33M <0.01% +33 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,041 shares; 2024Q4: 8,559 shares; 2025Q1: 9,448 shares; 2025Q2: 8,593 shares; 2025Q3: 13,432 shares; 2025Q4: 13,747 shares 13,747 $3.33M <0.01% +315 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,322 shares; 2024Q4: 69,421 shares; 2025Q1: 83,824 shares; 2025Q2: 92,856 shares; 2025Q3: 85,751 shares; 2025Q4: 83,089 shares 83,089 $3.32M <0.01% -2,662 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,536 shares; 2024Q4: 54,723 shares; 2025Q1: 48,016 shares; 2025Q2: 49,430 shares; 2025Q3: 50,404 shares; 2025Q4: 32,094 shares 32,094 $3.32M <0.01% -18,310 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,351 shares; 2024Q4: 706,386 shares; 2025Q1: 657,641 shares; 2025Q2: 152,128 shares; 2025Q3: 377,293 shares; 2025Q4: 125,635 shares 125,635 $3.31M <0.01% -251,658 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,120 shares; 2024Q4: 59,418 shares; 2025Q1: 57,996 shares; 2025Q2: 56,743 shares; 2025Q3: 53,336 shares; 2025Q4: 52,942 shares 52,942 $3.3M <0.01% -394 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,117 shares; 2024Q4: 68,593 shares; 2025Q1: 78,511 shares; 2025Q2: 74,636 shares; 2025Q3: 67,752 shares; 2025Q4: 63,691 shares 63,691 $3.3M <0.01% -4,061 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,459 shares; 2024Q4: 108,258 shares; 2025Q1: 88,164 shares; 2025Q2: 83,431 shares; 2025Q3: 78,291 shares; 2025Q4: 80,655 shares 80,655 $3.3M <0.01% +2,364 Timeline KAUG 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: 100,056 shares; 2024Q4: 89,489 shares; 2025Q1: 92,303 shares; 2025Q2: 93,337 shares; 2025Q3: 124,071 shares; 2025Q4: 124,107 shares 124,107 $3.29M <0.01% +36 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 130,797 shares 130,797 $3.29M <0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,987 shares; 2024Q4: 316,782 shares; 2025Q1: 483,208 shares; 2025Q2: 529,823 shares; 2025Q3: 300,366 shares; 2025Q4: 352,715 shares 352,715 $3.28M <0.01% +52,349 Timeline BSJU 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: 110,055 shares; 2024Q4: 122,162 shares; 2025Q1: 126,720 shares; 2025Q2: 129,608 shares; 2025Q3: 114,935 shares; 2025Q4: 125,720 shares 125,720 $3.28M <0.01% +10,785 Timeline WWJD 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: 70,067 shares; 2024Q4: 72,237 shares; 2025Q1: 75,842 shares; 2025Q2: 83,779 shares; 2025Q3: 89,088 shares; 2025Q4: 89,814 shares 89,814 $3.28M <0.01% +726 Timeline NAUG 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: 25,075 shares; 2024Q4: 24,029 shares; 2025Q1: 23,622 shares; 2025Q2: 34,105 shares; 2025Q3: 109,787 shares; 2025Q4: 110,522 shares 110,522 $3.27M <0.01% +735 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,080 shares; 2024Q4: 73,436 shares; 2025Q1: 74,695 shares; 2025Q2: 75,368 shares; 2025Q3: 60,193 shares; 2025Q4: 55,224 shares 55,224 $3.26M <0.01% -4,969 Timeline DDFD 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: 170,171 shares 170,171 $3.26M <0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,528 shares; 2024Q4: 106,270 shares; 2025Q1: 170,503 shares; 2025Q2: 167,888 shares; 2025Q3: 104,554 shares; 2025Q4: 132,898 shares 132,898 $3.26M <0.01% +28,344 Timeline VLU 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: 14,738 shares; 2024Q4: 13,069 shares; 2025Q1: 18,971 shares; 2025Q2: 19,592 shares; 2025Q3: 14,578 shares; 2025Q4: 15,449 shares 15,449 $3.25M <0.01% +871 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,832 shares; 2024Q4: 135,154 shares; 2025Q1: 118,659 shares; 2025Q2: 126,227 shares; 2025Q3: 101,459 shares; 2025Q4: 84,847 shares 84,847 $3.25M <0.01% -16,612 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,067 shares; 2024Q4: 42,487 shares; 2025Q1: 62,281 shares; 2025Q2: 55,741 shares; 2025Q3: 42,864 shares; 2025Q4: 111,618 shares 111,618 $3.25M <0.01% +68,754 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,317 shares; 2024Q4: 307,683 shares; 2025Q1: 315,544 shares; 2025Q2: 319,994 shares; 2025Q3: 320,652 shares; 2025Q4: 303,910 shares 303,910 $3.25M <0.01% -16,742 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,786 shares; 2024Q4: 47,066 shares; 2025Q1: 45,646 shares; 2025Q2: 35,071 shares; 2025Q3: 33,349 shares; 2025Q4: 32,894 shares 32,894 $3.25M <0.01% -455 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,343 shares; 2024Q4: 26,292 shares; 2025Q1: 27,480 shares; 2025Q2: 28,551 shares; 2025Q3: 18,017 shares; 2025Q4: 18,394 shares 18,394 $3.24M <0.01% +377 Timeline GOAU 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: 57,494 shares; 2024Q4: 60,839 shares; 2025Q1: 63,344 shares; 2025Q2: 67,153 shares; 2025Q3: 71,428 shares; 2025Q4: 76,039 shares 76,039 $3.24M <0.01% +4,611 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,733 shares; 2024Q4: 203,304 shares; 2025Q1: 206,481 shares; 2025Q2: 200,747 shares; 2025Q3: 175,723 shares; 2025Q4: 174,396 shares 174,396 $3.23M <0.01% -1,327 Timeline KDEC 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: 42,483 shares; 2025Q1: 48,835 shares; 2025Q2: 46,339 shares; 2025Q3: 87,235 shares; 2025Q4: 126,082 shares 126,082 $3.22M <0.01% +38,847 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,195 shares; 2024Q4: 82,150 shares; 2025Q1: 92,635 shares; 2025Q2: 85,781 shares; 2025Q3: 75,467 shares; 2025Q4: 60,433 shares 60,433 $3.21M <0.01% -15,034 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,069 shares; 2024Q4: 200,594 shares; 2025Q1: 217,410 shares; 2025Q2: 208,366 shares; 2025Q3: 163,775 shares; 2025Q4: 177,857 shares 177,857 $3.2M <0.01% +14,082 Timeline NFLT 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: 126,746 shares; 2024Q4: 156,963 shares; 2025Q1: 156,647 shares; 2025Q2: 147,983 shares; 2025Q3: 141,585 shares; 2025Q4: 138,930 shares 138,930 $3.2M <0.01% -2,655 Timeline FXG 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: 28,780 shares; 2024Q4: 26,650 shares; 2025Q1: 31,048 shares; 2025Q2: 68,709 shares; 2025Q3: 75,234 shares; 2025Q4: 52,733 shares 52,733 $3.2M <0.01% -22,501 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,969 shares; 2024Q4: 34,830 shares; 2025Q1: 38,558 shares; 2025Q2: 36,160 shares; 2025Q3: 35,839 shares; 2025Q4: 30,744 shares 30,744 $3.2M <0.01% -5,095 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,367 shares; 2025Q2: 70,464 shares; 2025Q3: 70,722 shares; 2025Q4: 69,621 shares 69,621 $3.19M <0.01% -1,101 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,249 shares; 2024Q4: 55,417 shares; 2025Q1: 55,645 shares; 2025Q2: 35,316 shares; 2025Q3: 22,903 shares; 2025Q4: 15,296 shares 15,296 $3.18M <0.01% -7,607 Timeline SBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,944 shares 167,944 $3.18M <0.01% new Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,221 shares; 2024Q4: 47,058 shares; 2025Q1: 47,451 shares; 2025Q2: 48,653 shares; 2025Q3: 39,351 shares; 2025Q4: 40,412 shares 40,412 $3.17M <0.01% +1,061 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,152 shares; 2024Q4: 181,514 shares; 2025Q1: 183,668 shares; 2025Q2: 192,437 shares; 2025Q3: 188,947 shares; 2025Q4: 165,014 shares 165,014 $3.17M <0.01% -23,933 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 11,756 shares; 2025Q1: 11,391 shares; 2025Q2: 11,788 shares; 2025Q3: 7,979 shares; 2025Q4: 7,894 shares 7,894 $3.17M <0.01% -85 Timeline CVSB 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: 26,138 shares; 2024Q4: 38,610 shares; 2025Q1: 51,232 shares; 2025Q2: 66,399 shares; 2025Q3: 56,171 shares; 2025Q4: 62,187 shares 62,187 $3.16M <0.01% +6,016 Timeline DINT 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: 179,459 shares; 2024Q4: 177,358 shares; 2025Q1: 166,733 shares; 2025Q2: 156,904 shares; 2025Q3: 132,588 shares; 2025Q4: 110,604 shares 110,604 $3.15M <0.01% -21,984 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 21,084 shares; 2025Q1: 24,008 shares; 2025Q2: 23,815 shares; 2025Q3: 20,416 shares; 2025Q4: 16,960 shares 16,960 $3.15M <0.01% -3,456 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,560 shares; 2024Q4: 60,964 shares; 2025Q1: 60,862 shares; 2025Q2: 61,081 shares; 2025Q3: 58,706 shares; 2025Q4: 45,587 shares 45,587 $3.15M <0.01% -13,119 Timeline LIT 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: 86,008 shares; 2024Q4: 67,669 shares; 2025Q1: 62,219 shares; 2025Q2: 58,138 shares; 2025Q3: 54,403 shares; 2025Q4: 48,412 shares 48,412 $3.14M <0.01% -5,991 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,621 shares; 2024Q4: 191,310 shares; 2025Q1: 170,766 shares; 2025Q2: 44,710 shares; 2025Q3: 45,146 shares; 2025Q4: 40,933 shares 40,933 $3.14M <0.01% -4,213 Timeline QCLN 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: 144,788 shares; 2024Q4: 166,779 shares; 2025Q1: 129,428 shares; 2025Q2: 94,092 shares; 2025Q3: 85,659 shares; 2025Q4: 70,289 shares 70,289 $3.13M <0.01% -15,370 Timeline FEUS FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,876 shares; 2024Q4: 45,110 shares; 2025Q1: 44,803 shares; 2025Q2: 45,932 shares; 2025Q3: 46,550 shares; 2025Q4: 42,049 shares 42,049 $3.13M <0.01% -4,501 Timeline EZM 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: 39,257 shares; 2024Q4: 54,228 shares; 2025Q1: 61,287 shares; 2025Q2: 62,634 shares; 2025Q3: 66,091 shares; 2025Q4: 46,851 shares 46,851 $3.13M <0.01% -19,240 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,457 shares; 2024Q4: 29,457 shares; 2025Q1: 29,457 shares; 2025Q2: 29,461 shares; 2025Q3: 30,052 shares; 2025Q4: 30,084 shares 30,084 $3.13M <0.01% +32 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,388 shares; 2024Q4: 111,751 shares; 2025Q1: 110,841 shares; 2025Q2: 113,186 shares; 2025Q3: 118,766 shares; 2025Q4: 76,654 shares 76,654 $3.12M <0.01% -42,112 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,576 shares; 2024Q4: 136,176 shares; 2025Q1: 162,983 shares; 2025Q2: 184,212 shares; 2025Q3: 208,703 shares; 2025Q4: 236,320 shares 236,320 $3.12M <0.01% +27,617 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,899 shares; 2024Q4: 12,273 shares; 2025Q1: 12,762 shares; 2025Q2: 16,665 shares; 2025Q3: 16,338 shares; 2025Q4: 16,098 shares 16,098 $3.12M <0.01% -240 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,853 shares; 2024Q4: 142,924 shares; 2025Q1: 141,461 shares; 2025Q2: 139,699 shares; 2025Q3: 142,393 shares; 2025Q4: 153,017 shares 153,017 $3.11M <0.01% +10,624 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,466 shares; 2024Q4: 32,538 shares; 2025Q1: 37,661 shares; 2025Q2: 51,109 shares; 2025Q3: 56,804 shares; 2025Q4: 61,901 shares 61,901 $3.11M <0.01% +5,097 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,959 shares; 2024Q4: 37,358 shares; 2025Q1: 37,930 shares; 2025Q2: 35,362 shares; 2025Q3: 36,197 shares; 2025Q4: 35,637 shares 35,637 $3.11M <0.01% -560 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,123 shares; 2024Q4: 60,704 shares; 2025Q1: 64,001 shares; 2025Q2: 63,583 shares; 2025Q3: 60,432 shares; 2025Q4: 66,771 shares 66,771 $3.1M <0.01% +6,339 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,697 shares; 2024Q4: 148,911 shares; 2025Q1: 158,817 shares; 2025Q2: 155,236 shares; 2025Q3: 161,683 shares; 2025Q4: 158,550 shares 158,550 $3.09M <0.01% -3,133 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,672 shares; 2024Q4: 77,049 shares; 2025Q1: 75,381 shares; 2025Q2: 73,893 shares; 2025Q3: 66,035 shares; 2025Q4: 53,468 shares 53,468 $3.08M <0.01% -12,567 Timeline SETM 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: not reported; 2025Q3: 52,387 shares; 2025Q4: 106,086 shares 106,086 $3.07M <0.01% +53,699 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,506 shares; 2025Q1: 71,918 shares; 2025Q2: 75,585 shares; 2025Q3: 69,469 shares; 2025Q4: 79,228 shares 79,228 $3.07M <0.01% +9,759 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 18,450 shares; 2025Q1: 28,693 shares; 2025Q2: 18,823 shares; 2025Q3: 16,463 shares; 2025Q4: 14,370 shares 14,370 $3.07M <0.01% -2,093 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,371 shares; 2024Q4: 26,382 shares; 2025Q1: 30,498 shares; 2025Q2: 49,256 shares; 2025Q3: 61,851 shares; 2025Q4: 67,331 shares 67,331 $3.07M <0.01% +5,480 Timeline PIZ 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: 57,360 shares; 2024Q4: 57,623 shares; 2025Q1: 57,640 shares; 2025Q2: 57,758 shares; 2025Q3: 59,285 shares; 2025Q4: 62,474 shares 62,474 $3.06M <0.01% +3,189 Timeline FID 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: 140,714 shares; 2024Q4: 142,301 shares; 2025Q1: 140,642 shares; 2025Q2: 145,539 shares; 2025Q3: 149,661 shares; 2025Q4: 148,749 shares 148,749 $3.06M <0.01% -912 Timeline FIGB 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: 30,301 shares; 2024Q4: 56,053 shares; 2025Q1: 71,774 shares; 2025Q2: 67,838 shares; 2025Q3: 80,317 shares; 2025Q4: 70,306 shares 70,306 $3.05M <0.01% -10,011 Timeline ITB 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: 133,425 shares; 2024Q4: 87,956 shares; 2025Q1: 78,374 shares; 2025Q2: 68,696 shares; 2025Q3: 52,157 shares; 2025Q4: 31,652 shares 31,652 $3.05M <0.01% -20,505 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,829 shares; 2024Q4: 57,764 shares; 2025Q1: 60,209 shares; 2025Q2: 55,473 shares; 2025Q3: 42,352 shares; 2025Q4: 37,090 shares 37,090 $3.04M <0.01% -5,262 Timeline HYLS 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: 95,130 shares; 2024Q4: 101,995 shares; 2025Q1: 103,296 shares; 2025Q2: 92,515 shares; 2025Q3: 86,272 shares; 2025Q4: 72,562 shares 72,562 $3.04M <0.01% -13,710 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 19,053 shares; 2025Q1: 38,273 shares; 2025Q2: 52,054 shares; 2025Q3: 62,888 shares; 2025Q4: 76,654 shares 76,654 $3.04M <0.01% +13,766 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,354 shares; 2024Q4: 91,448 shares; 2025Q1: 92,910 shares; 2025Q2: 85,464 shares; 2025Q3: 87,105 shares; 2025Q4: 96,512 shares 96,512 $3.04M <0.01% +9,407 Timeline AAXJ 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: 121,049 shares; 2024Q4: 121,036 shares; 2025Q1: 129,393 shares; 2025Q2: 129,123 shares; 2025Q3: 201,056 shares; 2025Q4: 32,532 shares 32,532 $3.03M <0.01% -168,524 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,026 shares; 2024Q4: 268,998 shares; 2025Q1: 269,679 shares; 2025Q2: 263,265 shares; 2025Q3: 246,098 shares; 2025Q4: 240,728 shares 240,728 $3.03M <0.01% -5,370 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,352 shares; 2024Q4: 38,822 shares; 2025Q1: 39,687 shares; 2025Q2: 44,366 shares; 2025Q3: 44,505 shares; 2025Q4: 45,517 shares 45,517 $3.02M <0.01% +1,012 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,203 shares; 2024Q4: 197,965 shares; 2025Q1: 197,542 shares; 2025Q2: 203,309 shares; 2025Q3: 203,769 shares; 2025Q4: 119,555 shares 119,555 $3.01M <0.01% -84,214 Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,196 shares; 2024Q4: 91,531 shares; 2025Q1: 89,228 shares; 2025Q2: 86,344 shares; 2025Q3: 72,059 shares; 2025Q4: 70,352 shares 70,352 $3.01M <0.01% -1,707 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,673 shares; 2025Q1: 10,389 shares; 2025Q2: 20,467 shares; 2025Q3: 189,159 shares; 2025Q4: 185,080 shares 185,080 $3M <0.01% -4,079 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,568 shares; 2024Q4: 157,905 shares; 2025Q1: 166,565 shares; 2025Q2: 166,698 shares; 2025Q3: 171,730 shares; 2025Q4: 196,666 shares 196,666 $3M <0.01% +24,936 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,488 shares; 2024Q4: 151,637 shares; 2025Q1: 136,846 shares; 2025Q2: 213,913 shares; 2025Q3: 199,260 shares; 2025Q4: 172,677 shares 172,677 $2.99M <0.01% -26,583 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 9,484 shares; 2025Q1: 35,281 shares; 2025Q2: 57,925 shares; 2025Q3: 59,172 shares; 2025Q4: 38,103 shares 38,103 $2.98M <0.01% -21,069 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,875 shares; 2024Q4: 226,978 shares; 2025Q1: 236,304 shares; 2025Q2: 229,255 shares; 2025Q3: 228,615 shares; 2025Q4: 232,735 shares 232,735 $2.97M <0.01% +4,120 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,205 shares; 2024Q4: 48,686 shares; 2025Q1: 48,061 shares; 2025Q2: 49,452 shares; 2025Q3: 35,743 shares; 2025Q4: 35,022 shares 35,022 $2.97M <0.01% -721 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,034 shares; 2024Q4: 32,225 shares; 2025Q1: 32,538 shares; 2025Q2: 29,923 shares; 2025Q3: 29,297 shares; 2025Q4: 28,538 shares 28,538 $2.97M <0.01% -759 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,784 shares; 2024Q4: 66,420 shares; 2025Q1: 88,040 shares; 2025Q2: 87,621 shares; 2025Q3: 74,982 shares; 2025Q4: 67,205 shares 67,205 $2.97M <0.01% -7,777 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,410 shares; 2024Q4: 50,201 shares; 2025Q1: 55,998 shares; 2025Q2: 47,675 shares; 2025Q3: 44,637 shares; 2025Q4: 40,262 shares 40,262 $2.96M <0.01% -4,375 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 17,505 shares; 2025Q1: 17,575 shares; 2025Q2: 17,600 shares; 2025Q3: 17,516 shares; 2025Q4: 7,103 shares 7,103 $2.96M <0.01% -10,413 Timeline AIVL 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: 33,849 shares; 2024Q4: 33,854 shares; 2025Q1: 37,900 shares; 2025Q2: 31,708 shares; 2025Q3: 30,584 shares; 2025Q4: 25,741 shares 25,741 $2.96M <0.01% -4,843 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,647 shares; 2024Q4: 224,873 shares; 2025Q1: 223,869 shares; 2025Q2: 229,289 shares; 2025Q3: 197,370 shares; 2025Q4: 128,033 shares 128,033 $2.96M <0.01% -69,337 Timeline CDL 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: 46,670 shares; 2024Q4: 43,750 shares; 2025Q1: 43,483 shares; 2025Q2: 43,369 shares; 2025Q3: 43,027 shares; 2025Q4: 42,889 shares 42,889 $2.95M <0.01% -138 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,636 shares; 2024Q4: 71,383 shares; 2025Q1: 70,006 shares; 2025Q2: 75,132 shares; 2025Q3: 71,207 shares; 2025Q4: 61,550 shares 61,550 $2.95M <0.01% -9,657 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,433 shares; 2024Q4: 161,594 shares; 2025Q1: 213,682 shares; 2025Q2: 215,593 shares; 2025Q3: 199,500 shares; 2025Q4: 208,832 shares 208,832 $2.94M <0.01% +9,332 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,646 shares; 2024Q4: 51,341 shares; 2025Q1: 58,540 shares; 2025Q2: 64,928 shares; 2025Q3: 41,194 shares; 2025Q4: 26,786 shares 26,786 $2.93M <0.01% -14,408 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,366 shares; 2024Q4: 52,232 shares; 2025Q1: 52,293 shares; 2025Q2: 50,783 shares; 2025Q3: 48,278 shares; 2025Q4: 45,953 shares 45,953 $2.93M <0.01% -2,325 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,586 shares; 2024Q4: 24,780 shares; 2025Q1: 32,410 shares; 2025Q2: 28,365 shares; 2025Q3: 27,130 shares; 2025Q4: 29,654 shares 29,654 $2.92M <0.01% +2,524 Timeline DIV 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: 186,428 shares; 2024Q4: 191,379 shares; 2025Q1: 186,509 shares; 2025Q2: 191,027 shares; 2025Q3: 196,422 shares; 2025Q4: 167,814 shares 167,814 $2.91M <0.01% -28,608 Timeline TRFK 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: 24,416 shares; 2024Q4: 38,915 shares; 2025Q1: 63,659 shares; 2025Q2: 35,367 shares; 2025Q3: 41,915 shares; 2025Q4: 45,368 shares 45,368 $2.91M <0.01% +3,453 Timeline INDS 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: 322,831 shares; 2024Q4: 331,539 shares; 2025Q1: 350,697 shares; 2025Q2: 364,982 shares; 2025Q3: 128,320 shares; 2025Q4: 79,222 shares 79,222 $2.91M <0.01% -49,098 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,223 shares; 2024Q4: 61,958 shares; 2025Q1: 44,765 shares; 2025Q2: 50,524 shares; 2025Q3: 47,954 shares; 2025Q4: 39,007 shares 39,007 $2.91M <0.01% -8,947 Timeline AVIV 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: 20,671 shares; 2024Q4: 24,690 shares; 2025Q1: 29,216 shares; 2025Q2: 33,324 shares; 2025Q3: 25,925 shares; 2025Q4: 40,685 shares 40,685 $2.9M <0.01% +14,760 Timeline AJUL 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: 62,162 shares; 2024Q4: 61,162 shares; 2025Q1: 63,955 shares; 2025Q2: 101,924 shares; 2025Q3: 100,924 shares; 2025Q4: 99,565 shares 99,565 $2.89M <0.01% -1,359 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,595 shares; 2024Q4: 65,400 shares; 2025Q1: 74,879 shares; 2025Q2: 83,519 shares; 2025Q3: 66,316 shares; 2025Q4: 62,975 shares 62,975 $2.88M <0.01% -3,341 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,009 shares; 2024Q4: 57,605 shares; 2025Q1: 56,860 shares; 2025Q2: 57,094 shares; 2025Q3: 57,629 shares; 2025Q4: 60,281 shares 60,281 $2.88M <0.01% +2,652 Timeline TPZ 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: 144,875 shares; 2025Q1: 145,976 shares; 2025Q2: 146,294 shares; 2025Q3: 149,088 shares; 2025Q4: 141,061 shares 141,061 $2.87M <0.01% -8,027 Timeline QMAG 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: 34,440 shares; 2024Q4: 36,889 shares; 2025Q1: 34,389 shares; 2025Q2: 36,478 shares; 2025Q3: 125,813 shares; 2025Q4: 121,370 shares 121,370 $2.87M <0.01% -4,443 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,491 shares; 2024Q4: 43,802 shares; 2025Q1: 44,733 shares; 2025Q2: 42,634 shares; 2025Q3: 39,634 shares; 2025Q4: 37,031 shares 37,031 $2.87M <0.01% -2,603 Timeline SNOV 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: 87,412 shares; 2025Q1: 193,090 shares; 2025Q2: 177,576 shares; 2025Q3: 129,140 shares; 2025Q4: 116,034 shares 116,034 $2.87M <0.01% -13,106 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,402 shares; 2024Q4: 32,963 shares; 2025Q1: 36,198 shares; 2025Q2: 34,552 shares; 2025Q3: 32,180 shares; 2025Q4: 34,271 shares 34,271 $2.86M <0.01% +2,091 Timeline AVSF 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: 43,525 shares; 2024Q4: 52,498 shares; 2025Q1: 61,341 shares; 2025Q2: 65,191 shares; 2025Q3: 53,994 shares; 2025Q4: 60,784 shares 60,784 $2.86M <0.01% +6,790 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,068 shares; 2024Q4: 81,357 shares; 2025Q1: 84,806 shares; 2025Q2: 105,422 shares; 2025Q3: 99,342 shares; 2025Q4: 109,754 shares 109,754 $2.86M <0.01% +10,412 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,208 shares; 2024Q4: 132,337 shares; 2025Q1: 130,349 shares; 2025Q2: 123,872 shares; 2025Q3: 107,662 shares; 2025Q4: 101,352 shares 101,352 $2.86M <0.01% -6,310 Timeline XTL 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: 19,136 shares; 2024Q4: 19,065 shares; 2025Q1: 19,041 shares; 2025Q2: 18,720 shares; 2025Q3: 18,824 shares; 2025Q4: 18,648 shares 18,648 $2.86M <0.01% -176 Timeline QQQJ 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: 45,107 shares; 2024Q4: 42,224 shares; 2025Q1: 43,906 shares; 2025Q2: 55,650 shares; 2025Q3: 55,960 shares; 2025Q4: 77,523 shares 77,523 $2.86M <0.01% +21,563 Timeline FFLV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,837 shares; 2025Q2: 127,241 shares; 2025Q3: 121,969 shares; 2025Q4: 116,273 shares 116,273 $2.84M <0.01% -5,696 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,806 shares; 2024Q4: 13,005 shares; 2025Q1: 15,419 shares; 2025Q2: 18,896 shares; 2025Q3: 10,027 shares; 2025Q4: 12,775 shares 12,775 $2.84M <0.01% +2,748 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,855 shares; 2024Q4: 350,982 shares; 2025Q1: 355,381 shares; 2025Q2: 358,588 shares; 2025Q3: 359,573 shares; 2025Q4: 355,400 shares 355,400 $2.83M <0.01% -4,173 Timeline SMMU 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: 23,938 shares; 2024Q4: 30,492 shares; 2025Q1: 42,174 shares; 2025Q2: 43,323 shares; 2025Q3: 50,739 shares; 2025Q4: 56,011 shares 56,011 $2.82M <0.01% +5,272 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,084 shares; 2024Q4: 115,363 shares; 2025Q1: 130,656 shares; 2025Q2: 163,013 shares; 2025Q3: 166,455 shares; 2025Q4: 177,999 shares 177,999 $2.82M <0.01% +11,544 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 80,964 shares 80,964 $2.82M <0.01% new Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 2,397 shares; 2025Q3: 7,219 shares; 2025Q4: 29,298 shares 29,298 $2.82M <0.01% +22,079 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 7,612 shares; 2025Q1: 10,954 shares; 2025Q2: 11,256 shares; 2025Q3: 17,386 shares; 2025Q4: 11,000 shares 11,000 $2.82M <0.01% -6,386 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,206 shares; 2024Q4: 70,913 shares; 2025Q1: 284,458 shares; 2025Q2: 68,554 shares; 2025Q3: 260,660 shares; 2025Q4: 42,074 shares 42,074 $2.82M <0.01% -218,586 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,274 shares; 2024Q4: 22,145 shares; 2025Q1: 27,129 shares; 2025Q2: 23,180 shares; 2025Q3: 24,874 shares; 2025Q4: 21,545 shares 21,545 $2.82M <0.01% -3,329 Timeline BSTP 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: 80,572 shares; 2024Q4: 77,260 shares; 2025Q1: 85,001 shares; 2025Q2: 86,171 shares; 2025Q3: 81,365 shares; 2025Q4: 75,743 shares 75,743 $2.81M <0.01% -5,622 Timeline AVSE 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: 40,821 shares; 2024Q4: 43,868 shares; 2025Q1: 38,137 shares; 2025Q2: 40,275 shares; 2025Q3: 42,694 shares; 2025Q4: 43,277 shares 43,277 $2.81M <0.01% +583 Timeline IBTK 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: 102,316 shares; 2024Q4: 113,840 shares; 2025Q1: 132,203 shares; 2025Q2: 133,536 shares; 2025Q3: 120,207 shares; 2025Q4: 141,577 shares 141,577 $2.81M <0.01% +21,370 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,550 shares; 2024Q4: 48,714 shares; 2025Q1: 44,743 shares; 2025Q2: 38,599 shares; 2025Q3: 41,763 shares; 2025Q4: 61,220 shares 61,220 $2.81M <0.01% +19,457 Timeline LGLV 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: 19,755 shares; 2024Q4: 18,984 shares; 2025Q1: 16,752 shares; 2025Q2: 16,447 shares; 2025Q3: 16,042 shares; 2025Q4: 15,962 shares 15,962 $2.8M <0.01% -80 Timeline JPUS 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: 17,201 shares; 2024Q4: 17,025 shares; 2025Q1: 18,968 shares; 2025Q2: 19,900 shares; 2025Q3: 19,021 shares; 2025Q4: 22,585 shares 22,585 $2.8M <0.01% +3,564 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,263 shares; 2024Q4: 13,066 shares; 2025Q1: 9,362 shares; 2025Q2: 9,635 shares; 2025Q3: 10,608 shares; 2025Q4: 10,927 shares 10,927 $2.8M <0.01% +319 Timeline ISEP 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: 13,705 shares; 2024Q4: 19,510 shares; 2025Q1: 19,400 shares; 2025Q2: 19,022 shares; 2025Q3: 85,169 shares; 2025Q4: 85,830 shares 85,830 $2.8M <0.01% +661 Timeline NTSX 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: 100,309 shares; 2024Q4: 60,543 shares; 2025Q1: 59,754 shares; 2025Q2: 55,333 shares; 2025Q3: 51,908 shares; 2025Q4: 51,035 shares 51,035 $2.8M <0.01% -873 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,129 shares; 2024Q4: 310,205 shares; 2025Q1: 327,411 shares; 2025Q2: 325,226 shares; 2025Q3: 157,030 shares; 2025Q4: 158,792 shares 158,792 $2.79M <0.01% +1,762 Timeline GOVZ 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: 171,552 shares; 2024Q4: 55,190 shares; 2025Q1: 25,988 shares; 2025Q2: 185,212 shares; 2025Q3: 268,053 shares; 2025Q4: 301,251 shares 301,251 $2.79M <0.01% +33,198 Timeline AOCT 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: 202,220 shares; 2025Q1: 112,554 shares; 2025Q2: 112,269 shares; 2025Q3: 106,500 shares; 2025Q4: 104,749 shares 104,749 $2.78M <0.01% -1,751 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,032 shares; 2024Q4: 161,711 shares; 2025Q1: 149,001 shares; 2025Q2: 146,525 shares; 2025Q3: 139,363 shares; 2025Q4: 45,444 shares 45,444 $2.78M <0.01% -93,919 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,608 shares; 2024Q4: 136,022 shares; 2025Q1: 142,315 shares; 2025Q2: 133,996 shares; 2025Q3: 118,646 shares; 2025Q4: 115,143 shares 115,143 $2.78M <0.01% -3,503 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,344 shares; 2024Q4: 133,155 shares; 2025Q1: 134,696 shares; 2025Q2: 133,686 shares; 2025Q3: 145,166 shares; 2025Q4: 154,473 shares 154,473 $2.77M <0.01% +9,307 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,493 shares; 2024Q4: 136,121 shares; 2025Q1: 124,177 shares; 2025Q2: 114,840 shares; 2025Q3: 126,530 shares; 2025Q4: 86,767 shares 86,767 $2.76M <0.01% -39,763 Timeline GNR 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: 48,122 shares; 2024Q4: 47,661 shares; 2025Q1: 53,236 shares; 2025Q2: 45,157 shares; 2025Q3: 43,931 shares; 2025Q4: 44,429 shares 44,429 $2.76M <0.01% +498 Timeline QCJL 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: 104,129 shares; 2024Q4: 96,033 shares; 2025Q1: 81,222 shares; 2025Q2: 152,704 shares; 2025Q3: 146,674 shares; 2025Q4: 116,326 shares 116,326 $2.76M <0.01% -30,348 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,395 shares; 2024Q4: 223,839 shares; 2025Q1: 233,600 shares; 2025Q2: 233,965 shares; 2025Q3: 210,638 shares; 2025Q4: 208,861 shares 208,861 $2.76M <0.01% -1,777 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,486 shares; 2024Q4: 54,181 shares; 2025Q1: 73,652 shares; 2025Q2: 70,886 shares; 2025Q3: 67,291 shares; 2025Q4: 57,479 shares 57,479 $2.76M <0.01% -9,812 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,743 shares; 2025Q3: not reported; 2025Q4: 135,846 shares 135,846 $2.75M <0.01% new Timeline FDV 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: 17,718 shares; 2024Q4: 26,249 shares; 2025Q1: 51,743 shares; 2025Q2: 73,034 shares; 2025Q3: 88,514 shares; 2025Q4: 96,054 shares 96,054 $2.75M <0.01% +7,540 Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 36,078 shares; 2025Q3: 33,952 shares; 2025Q4: 239,223 shares 239,223 $2.74M <0.01% +205,271 Timeline FRTY 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: 112,612 shares; 2024Q4: 131,159 shares; 2025Q1: 118,123 shares; 2025Q2: 115,823 shares; 2025Q3: 125,619 shares; 2025Q4: 130,096 shares 130,096 $2.74M <0.01% +4,477 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 9,905 shares; 2025Q1: 14,089 shares; 2025Q2: 18,664 shares; 2025Q3: 18,904 shares; 2025Q4: 22,491 shares 22,491 $2.74M <0.01% +3,587 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,006 shares; 2024Q4: 217,665 shares; 2025Q1: 216,505 shares; 2025Q2: 239,474 shares; 2025Q3: 191,855 shares; 2025Q4: 178,265 shares 178,265 $2.73M <0.01% -13,590 Timeline AVLC 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: 8,037 shares; 2024Q4: 8,280 shares; 2025Q1: 8,441 shares; 2025Q2: 8,424 shares; 2025Q3: 9,785 shares; 2025Q4: 34,687 shares 34,687 $2.73M <0.01% +24,902 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,777 shares; 2024Q4: 363,340 shares; 2025Q1: 371,824 shares; 2025Q2: 332,635 shares; 2025Q3: 313,532 shares; 2025Q4: 306,209 shares 306,209 $2.73M <0.01% -7,323 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,681 shares; 2024Q4: 10,933 shares; 2025Q1: 15,034 shares; 2025Q2: 13,902 shares; 2025Q3: 18,433 shares; 2025Q4: 17,158 shares 17,158 $2.71M <0.01% -1,275 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,370 shares; 2024Q4: 29,972 shares; 2025Q1: 33,998 shares; 2025Q2: 35,463 shares; 2025Q3: 33,358 shares; 2025Q4: 34,118 shares 34,118 $2.7M <0.01% +760 Timeline FLQL 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: 35,195 shares; 2024Q4: 37,189 shares; 2025Q1: 35,889 shares; 2025Q2: 37,866 shares; 2025Q3: 38,141 shares; 2025Q4: 38,914 shares 38,914 $2.7M <0.01% +773 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,833 shares; 2024Q4: 53,537 shares; 2025Q1: 53,009 shares; 2025Q2: 52,435 shares; 2025Q3: 52,011 shares; 2025Q4: 50,123 shares 50,123 $2.69M <0.01% -1,888 Timeline MFSV 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: 10,309 shares; 2025Q1: 41,794 shares; 2025Q2: 57,568 shares; 2025Q3: 57,267 shares; 2025Q4: 101,124 shares 101,124 $2.68M <0.01% +43,857 Timeline IBMQ 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: 24,251 shares; 2024Q4: 30,123 shares; 2025Q1: 60,659 shares; 2025Q2: 62,636 shares; 2025Q3: 68,631 shares; 2025Q4: 104,780 shares 104,780 $2.68M <0.01% +36,149 Timeline DDTO 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: 123,091 shares 123,091 $2.66M <0.01% new Timeline DECT 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: 65,420 shares; 2024Q4: 85,187 shares; 2025Q1: 81,434 shares; 2025Q2: 99,142 shares; 2025Q3: 56,271 shares; 2025Q4: 72,652 shares 72,652 $2.66M <0.01% +16,381 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,428 shares; 2025Q4: 76,140 shares 76,140 $2.66M <0.01% +12,712 Timeline PEY 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: 230,586 shares; 2024Q4: 232,090 shares; 2025Q1: 190,775 shares; 2025Q2: 182,843 shares; 2025Q3: 169,822 shares; 2025Q4: 130,416 shares 130,416 $2.66M <0.01% -39,406 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,299 shares; 2024Q4: 49,626 shares; 2025Q1: 46,673 shares; 2025Q2: 43,635 shares; 2025Q3: 35,728 shares; 2025Q4: 33,431 shares 33,431 $2.65M <0.01% -2,297 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,956 shares; 2025Q3: 34,269 shares; 2025Q4: 54,767 shares 54,767 $2.65M <0.01% +20,498 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,767 shares; 2024Q4: 283,277 shares; 2025Q1: 292,714 shares; 2025Q2: 287,612 shares; 2025Q3: 308,920 shares; 2025Q4: 293,285 shares 293,285 $2.65M <0.01% -15,635 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,039 shares; 2024Q4: 205,479 shares; 2025Q1: 205,629 shares; 2025Q2: 205,826 shares; 2025Q3: 150,078 shares; 2025Q4: 140,461 shares 140,461 $2.65M <0.01% -9,617 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,436 shares; 2024Q4: 44,519 shares; 2025Q1: 48,147 shares; 2025Q2: 43,497 shares; 2025Q3: 42,587 shares; 2025Q4: 31,589 shares 31,589 $2.64M <0.01% -10,998 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,869 shares; 2024Q4: 109,997 shares; 2025Q1: 124,409 shares; 2025Q2: 142,995 shares; 2025Q3: 137,406 shares; 2025Q4: 139,104 shares 139,104 $2.63M <0.01% +1,698 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,683 shares; 2024Q4: 93,092 shares; 2025Q1: 93,228 shares; 2025Q2: 87,372 shares; 2025Q3: 57,973 shares; 2025Q4: 54,683 shares 54,683 $2.63M <0.01% -3,290 Timeline BUG 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: 78,636 shares; 2024Q4: 81,789 shares; 2025Q1: 94,763 shares; 2025Q2: 102,973 shares; 2025Q3: 102,040 shares; 2025Q4: 86,360 shares 86,360 $2.63M <0.01% -15,680 Timeline BWZ 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: 100,596 shares; 2024Q4: 101,270 shares; 2025Q1: 100,904 shares; 2025Q2: 101,166 shares; 2025Q3: 98,298 shares; 2025Q4: 95,904 shares 95,904 $2.63M <0.01% -2,394 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,959 shares; 2024Q4: 74,363 shares; 2025Q1: 72,659 shares; 2025Q2: 60,815 shares; 2025Q3: 57,392 shares; 2025Q4: 54,865 shares 54,865 $2.62M <0.01% -2,527 Timeline BSMR 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: 181,348 shares; 2024Q4: 175,521 shares; 2025Q1: 166,527 shares; 2025Q2: 183,010 shares; 2025Q3: 272,724 shares; 2025Q4: 110,614 shares 110,614 $2.62M <0.01% -162,110 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,836 shares; 2024Q4: 68,919 shares; 2025Q1: 66,758 shares; 2025Q2: 471,390 shares; 2025Q3: 478,353 shares; 2025Q4: 92,807 shares 92,807 $2.61M <0.01% -385,546 Timeline BSMQ 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: 302,893 shares; 2024Q4: 314,924 shares; 2025Q1: 308,971 shares; 2025Q2: 291,874 shares; 2025Q3: 291,342 shares; 2025Q4: 110,505 shares 110,505 $2.61M <0.01% -180,837 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,673 shares; 2024Q4: 23,214 shares; 2025Q1: 22,982 shares; 2025Q2: 22,528 shares; 2025Q3: 20,856 shares; 2025Q4: 17,489 shares 17,489 $2.61M <0.01% -3,367 Timeline PBOC 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: 11,327 shares; 2025Q2: 11,632 shares; 2025Q3: 25,070 shares; 2025Q4: 89,238 shares 89,238 $2.6M <0.01% +64,168 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,640 shares; 2024Q4: 52,537 shares; 2025Q1: 48,126 shares; 2025Q2: 111,270 shares; 2025Q3: 165,831 shares; 2025Q4: 106,404 shares 106,404 $2.6M <0.01% -59,427 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,213 shares; 2024Q4: 8,752 shares; 2025Q1: 8,437 shares; 2025Q2: 20,994 shares; 2025Q3: 8,806 shares; 2025Q4: 13,353 shares 13,353 $2.59M <0.01% +4,547 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,163 shares; 2024Q4: 50,249 shares; 2025Q1: 55,471 shares; 2025Q2: 58,775 shares; 2025Q3: 67,641 shares; 2025Q4: 69,026 shares 69,026 $2.59M <0.01% +1,385 Timeline VIOG 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: 9,534 shares; 2024Q4: 11,738 shares; 2025Q1: 10,664 shares; 2025Q2: 23,738 shares; 2025Q3: 23,781 shares; 2025Q4: 21,387 shares 21,387 $2.59M <0.01% -2,394 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,215 shares; 2024Q4: 60,901 shares; 2025Q1: 58,236 shares; 2025Q2: 48,910 shares; 2025Q3: 38,719 shares; 2025Q4: 37,706 shares 37,706 $2.58M <0.01% -1,013 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,907 shares; 2024Q4: 377,282 shares; 2025Q1: 132,736 shares; 2025Q2: 144,594 shares; 2025Q3: 145,568 shares; 2025Q4: 134,227 shares 134,227 $2.58M <0.01% -11,341 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,496 shares; 2024Q4: 25,198 shares; 2025Q1: 27,579 shares; 2025Q2: 36,200 shares; 2025Q3: 23,080 shares; 2025Q4: 23,691 shares 23,691 $2.57M <0.01% +611 Timeline VIOV 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: 58,501 shares; 2024Q4: 59,980 shares; 2025Q1: 57,002 shares; 2025Q2: 28,474 shares; 2025Q3: 26,796 shares; 2025Q4: 26,329 shares 26,329 $2.57M <0.01% -467 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,898 shares; 2024Q4: 141,022 shares; 2025Q1: 153,103 shares; 2025Q2: 158,882 shares; 2025Q3: 138,397 shares; 2025Q4: 134,085 shares 134,085 $2.57M <0.01% -4,312 Timeline CPSM 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: 123,463 shares; 2024Q4: 117,064 shares; 2025Q1: 116,630 shares; 2025Q2: 111,423 shares; 2025Q3: 92,810 shares; 2025Q4: 89,409 shares 89,409 $2.56M <0.01% -3,401 Timeline EIS 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: 6,420 shares; 2024Q4: 6,510 shares; 2025Q1: 6,898 shares; 2025Q2: 7,656 shares; 2025Q3: 9,056 shares; 2025Q4: 23,244 shares 23,244 $2.56M <0.01% +14,188 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,826 shares; 2024Q4: 46,561 shares; 2025Q1: 47,164 shares; 2025Q2: 56,058 shares; 2025Q3: 35,266 shares; 2025Q4: 41,145 shares 41,145 $2.55M <0.01% +5,879 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,169 shares; 2024Q4: 21,830 shares; 2025Q1: 17,977 shares; 2025Q2: 16,964 shares; 2025Q3: 15,049 shares; 2025Q4: 12,478 shares 12,478 $2.55M <0.01% -2,571 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,319 shares; 2024Q4: 424,143 shares; 2025Q1: 320,498 shares; 2025Q2: 240,906 shares; 2025Q3: 259,363 shares; 2025Q4: 29,850 shares 29,850 $2.55M <0.01% -229,513 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,053 shares; 2024Q4: 48,672 shares; 2025Q1: 50,486 shares; 2025Q2: 46,019 shares; 2025Q3: 40,675 shares; 2025Q4: 42,783 shares 42,783 $2.55M <0.01% +2,108 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,164 shares; 2024Q4: 54,260 shares; 2025Q1: 61,987 shares; 2025Q2: 72,357 shares; 2025Q3: 70,483 shares; 2025Q4: 66,115 shares 66,115 $2.54M <0.01% -4,368 Timeline NODE VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,855 shares; 2025Q4: 73,150 shares 73,150 $2.54M <0.01% +60,295 Timeline TQQQ 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: 27,220 shares; 2024Q4: 26,229 shares; 2025Q1: 33,771 shares; 2025Q2: 36,068 shares; 2025Q3: 42,137 shares; 2025Q4: 48,227 shares 48,227 $2.54M <0.01% +6,090 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,322 shares; 2024Q4: 28,622 shares; 2025Q1: 31,823 shares; 2025Q2: 34,365 shares; 2025Q3: 17,696 shares; 2025Q4: 15,722 shares 15,722 $2.54M <0.01% -1,974 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,433 shares; 2024Q4: 50,054 shares; 2025Q1: 41,982 shares; 2025Q2: 39,119 shares; 2025Q3: 31,925 shares; 2025Q4: 24,705 shares 24,705 $2.54M <0.01% -7,220 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,241 shares; 2024Q4: 362,337 shares; 2025Q1: 354,025 shares; 2025Q2: 343,665 shares; 2025Q3: 313,372 shares; 2025Q4: 326,974 shares 326,974 $2.54M <0.01% +13,602 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,140 shares; 2024Q4: 198,797 shares; 2025Q1: 209,109 shares; 2025Q2: 213,214 shares; 2025Q3: 203,000 shares; 2025Q4: 259,762 shares 259,762 $2.53M <0.01% +56,762 Timeline NXTG 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: 27,589 shares; 2024Q4: 27,407 shares; 2025Q1: 27,103 shares; 2025Q2: 26,300 shares; 2025Q3: 24,983 shares; 2025Q4: 23,455 shares 23,455 $2.53M <0.01% -1,528 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,773 shares; 2024Q4: 429,022 shares; 2025Q1: 435,693 shares; 2025Q2: 393,471 shares; 2025Q3: 327,688 shares; 2025Q4: 321,751 shares 321,751 $2.52M <0.01% -5,937 Timeline HEEM 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: 44,188 shares; 2024Q4: 24,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,418 shares 72,418 $2.52M <0.01% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,346 shares; 2024Q4: 77,260 shares; 2025Q1: 74,536 shares; 2025Q2: 61,925 shares; 2025Q3: 89,871 shares; 2025Q4: 90,311 shares 90,311 $2.52M <0.01% +440 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,258 shares; 2024Q4: 160,834 shares; 2025Q1: 155,035 shares; 2025Q2: 156,704 shares; 2025Q3: 158,749 shares; 2025Q4: 47,920 shares 47,920 $2.51M <0.01% -110,829 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 8,270 shares; 2025Q1: 8,403 shares; 2025Q2: 8,326 shares; 2025Q3: 7,494 shares; 2025Q4: 7,853 shares 7,853 $2.51M <0.01% +359 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,709 shares; 2024Q4: 28,564 shares; 2025Q1: 30,882 shares; 2025Q2: 39,858 shares; 2025Q3: 41,924 shares; 2025Q4: 49,748 shares 49,748 $2.51M <0.01% +7,824 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 13,239 shares; 2025Q1: 14,800 shares; 2025Q2: 15,635 shares; 2025Q3: 11,721 shares; 2025Q4: 10,390 shares 10,390 $2.5M <0.01% -1,331 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,451 shares; 2024Q4: 195,682 shares; 2025Q1: 196,347 shares; 2025Q2: 196,615 shares; 2025Q3: 176,604 shares; 2025Q4: 142,877 shares 142,877 $2.5M <0.01% -33,727 Timeline AFMC 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: not reported; 2025Q1: 30,475 shares; 2025Q2: 54,454 shares; 2025Q3: 54,804 shares; 2025Q4: 72,302 shares 72,302 $2.49M <0.01% +17,498 Timeline REZ 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: 20,454 shares; 2024Q4: 29,627 shares; 2025Q1: 32,592 shares; 2025Q2: 31,345 shares; 2025Q3: 32,815 shares; 2025Q4: 30,133 shares 30,133 $2.49M <0.01% -2,682 Timeline COM 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: 100,976 shares; 2024Q4: 94,871 shares; 2025Q1: 93,694 shares; 2025Q2: 95,260 shares; 2025Q3: 87,658 shares; 2025Q4: 83,551 shares 83,551 $2.47M <0.01% -4,107 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,235 shares; 2024Q4: 687,235 shares; 2025Q1: 672,235 shares; 2025Q2: 677,235 shares; 2025Q3: 665,235 shares; 2025Q4: 665,235 shares 665,235 $2.46M <0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,377 shares; 2025Q1: 29,826 shares; 2025Q2: 27,612 shares; 2025Q3: 30,253 shares; 2025Q4: 28,735 shares 28,735 $2.46M <0.01% -1,518 Timeline MART 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: 62,891 shares; 2024Q4: 30,087 shares; 2025Q1: 24,948 shares; 2025Q2: 79,925 shares; 2025Q3: 68,379 shares; 2025Q4: 63,393 shares 63,393 $2.46M <0.01% -4,986 Timeline FDG 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: 12,606 shares; 2024Q4: 13,306 shares; 2025Q1: 15,497 shares; 2025Q2: 15,758 shares; 2025Q3: 16,397 shares; 2025Q4: 19,303 shares 19,303 $2.45M <0.01% +2,906 Timeline UJUL 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: 71,390 shares; 2024Q4: 71,881 shares; 2025Q1: 69,288 shares; 2025Q2: 61,117 shares; 2025Q3: 67,498 shares; 2025Q4: 63,183 shares 63,183 $2.45M <0.01% -4,315 Timeline QMNV 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: 47,444 shares; 2025Q1: 51,236 shares; 2025Q2: 43,059 shares; 2025Q3: 38,944 shares; 2025Q4: 104,651 shares 104,651 $2.45M <0.01% +65,707 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 16,724 shares; 2025Q1: 20,508 shares; 2025Q2: 21,404 shares; 2025Q3: 20,886 shares; 2025Q4: 19,326 shares 19,326 $2.45M <0.01% -1,560 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 4,506 shares; 2025Q1: 5,926 shares; 2025Q2: 5,173 shares; 2025Q3: 28,924 shares; 2025Q4: 19,435 shares 19,435 $2.45M <0.01% -9,489 Timeline DSTL 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: 52,028 shares; 2024Q4: 48,377 shares; 2025Q1: 47,000 shares; 2025Q2: 45,137 shares; 2025Q3: 43,596 shares; 2025Q4: 41,488 shares 41,488 $2.44M <0.01% -2,108 Timeline DFAR 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: 378,558 shares; 2024Q4: 395,784 shares; 2025Q1: 392,248 shares; 2025Q2: 178,373 shares; 2025Q3: 151,454 shares; 2025Q4: 106,687 shares 106,687 $2.44M <0.01% -44,767 Timeline IDVO 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: 23,090 shares; 2024Q4: 24,634 shares; 2025Q1: 41,265 shares; 2025Q2: 27,839 shares; 2025Q3: 39,852 shares; 2025Q4: 63,637 shares 63,637 $2.44M <0.01% +23,785 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,848 shares; 2024Q4: 201,534 shares; 2025Q1: 228,471 shares; 2025Q2: 230,330 shares; 2025Q3: 221,590 shares; 2025Q4: 244,752 shares 244,752 $2.44M <0.01% +23,162 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 21,503 shares; 2025Q1: 19,718 shares; 2025Q2: 18,877 shares; 2025Q3: 16,023 shares; 2025Q4: 17,118 shares 17,118 $2.44M <0.01% +1,095 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,866 shares; 2025Q1: 7,303 shares; 2025Q2: 8,215 shares; 2025Q3: 10,006 shares; 2025Q4: 9,887 shares 9,887 $2.44M <0.01% -119 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,363 shares; 2024Q4: 26,025 shares; 2025Q1: 35,926 shares; 2025Q2: 36,546 shares; 2025Q3: 32,227 shares; 2025Q4: 28,095 shares 28,095 $2.43M <0.01% -4,132 Timeline SLVP 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: 10,477 shares; 2024Q4: 16,102 shares; 2025Q1: 33,424 shares; 2025Q2: 10,145 shares; 2025Q3: 10,750 shares; 2025Q4: 70,879 shares 70,879 $2.43M <0.01% +60,129 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,586 shares; 2024Q4: 37,907 shares; 2025Q1: 37,427 shares; 2025Q2: 16,784 shares; 2025Q3: 16,058 shares; 2025Q4: 16,895 shares 16,895 $2.43M <0.01% +837 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,709 shares; 2024Q4: 50,007 shares; 2025Q1: 51,582 shares; 2025Q2: 52,048 shares; 2025Q3: 52,547 shares; 2025Q4: 53,307 shares 53,307 $2.43M <0.01% +760 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,895 shares; 2024Q4: 209,754 shares; 2025Q1: 227,481 shares; 2025Q2: 181,832 shares; 2025Q3: 156,092 shares; 2025Q4: 157,089 shares 157,089 $2.43M <0.01% +997 Timeline FPFD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,138 shares; 2024Q4: 87,542 shares; 2025Q1: 106,407 shares; 2025Q2: 104,500 shares; 2025Q3: 107,990 shares; 2025Q4: 110,937 shares 110,937 $2.42M <0.01% +2,947 Timeline UNOV 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: 65,548 shares; 2024Q4: 67,868 shares; 2025Q1: 69,491 shares; 2025Q2: 67,746 shares; 2025Q3: 62,511 shares; 2025Q4: 63,401 shares 63,401 $2.41M <0.01% +890 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 16,907 shares; 2025Q1: 57,174 shares; 2025Q2: 17,425 shares; 2025Q3: 17,520 shares; 2025Q4: 17,641 shares 17,641 $2.41M <0.01% +121 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,974 shares; 2024Q4: 266,518 shares; 2025Q1: 376,469 shares; 2025Q2: 335,061 shares; 2025Q3: 170,194 shares; 2025Q4: 184,462 shares 184,462 $2.4M <0.01% +14,268 Timeline XBOC 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: 51,858 shares; 2024Q4: 49,118 shares; 2025Q1: 46,728 shares; 2025Q2: 44,052 shares; 2025Q3: 62,616 shares; 2025Q4: 71,595 shares 71,595 $2.4M <0.01% +8,979 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,423 shares; 2024Q4: 247,311 shares; 2025Q1: 250,465 shares; 2025Q2: 251,740 shares; 2025Q3: 256,154 shares; 2025Q4: 284,559 shares 284,559 $2.38M <0.01% +28,405 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,270 shares; 2024Q4: 84,011 shares; 2025Q1: 83,017 shares; 2025Q2: 84,827 shares; 2025Q3: 83,057 shares; 2025Q4: 27,350 shares 27,350 $2.38M <0.01% -55,707 Timeline XNTK 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: 4,722 shares; 2024Q4: 4,585 shares; 2025Q1: 8,381 shares; 2025Q2: 9,070 shares; 2025Q3: 8,982 shares; 2025Q4: 8,556 shares 8,556 $2.38M <0.01% -426 Timeline RSPA 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: not reported; 2025Q2: 31,016 shares; 2025Q3: 39,220 shares; 2025Q4: 46,639 shares 46,639 $2.38M <0.01% +7,419 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,411 shares; 2024Q4: 12,142 shares; 2025Q1: 11,872 shares; 2025Q2: 12,129 shares; 2025Q3: 11,164 shares; 2025Q4: 10,928 shares 10,928 $2.37M <0.01% -236 Timeline MKTN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,309 shares 92,309 $2.37M <0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,639 shares; 2024Q4: 111,109 shares; 2025Q1: 142,653 shares; 2025Q2: 166,735 shares; 2025Q3: 195,741 shares; 2025Q4: 208,750 shares 208,750 $2.36M <0.01% +13,009 Timeline CVY 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: 90,628 shares; 2024Q4: 90,642 shares; 2025Q1: 90,203 shares; 2025Q2: 90,217 shares; 2025Q3: 89,064 shares; 2025Q4: 87,896 shares 87,896 $2.36M <0.01% -1,168 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 16,191 shares; 2025Q1: 17,801 shares; 2025Q2: 29,905 shares; 2025Q3: 25,241 shares; 2025Q4: 23,475 shares 23,475 $2.35M <0.01% -1,766 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,705 shares; 2025Q3: 64,399 shares; 2025Q4: 92,793 shares 92,793 $2.35M <0.01% +28,394 Timeline NVBT 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: 13,748 shares; 2024Q4: 53,559 shares; 2025Q1: 45,331 shares; 2025Q2: 74,289 shares; 2025Q3: 45,064 shares; 2025Q4: 63,784 shares 63,784 $2.35M <0.01% +18,720 Timeline MAYT 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: 41,787 shares; 2024Q4: 44,596 shares; 2025Q1: 37,731 shares; 2025Q2: 83,590 shares; 2025Q3: 67,083 shares; 2025Q4: 63,311 shares 63,311 $2.34M <0.01% -3,772 Timeline BUFT 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: 96,325 shares; 2024Q4: 94,282 shares; 2025Q1: 233,042 shares; 2025Q2: 101,536 shares; 2025Q3: 92,163 shares; 2025Q4: 94,810 shares 94,810 $2.33M <0.01% +2,647 Timeline GBUG 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: not reported; 2025Q3: 51,734 shares; 2025Q4: 53,372 shares 53,372 $2.33M <0.01% +1,638 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,637 shares; 2024Q4: 11,891 shares; 2025Q1: 13,392 shares; 2025Q2: 12,579 shares; 2025Q3: 11,516 shares; 2025Q4: 12,047 shares 12,047 $2.33M <0.01% +531 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,561 shares; 2024Q4: 527,061 shares; 2025Q1: 585,541 shares; 2025Q2: 663,541 shares; 2025Q3: 663,541 shares; 2025Q4: 663,541 shares 663,541 $2.32M <0.01% 0 Timeline EWY 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: 9,201 shares; 2024Q4: 9,212 shares; 2025Q1: 7,966 shares; 2025Q2: 24,621 shares; 2025Q3: 24,882 shares; 2025Q4: 23,884 shares 23,884 $2.32M <0.01% -998 Timeline PSL 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: 20,387 shares; 2024Q4: 20,081 shares; 2025Q1: 20,212 shares; 2025Q2: 19,507 shares; 2025Q3: 20,729 shares; 2025Q4: 23,072 shares 23,072 $2.32M <0.01% +2,343 Timeline CPRO 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: 60,708 shares; 2025Q1: 60,713 shares; 2025Q2: 90,606 shares; 2025Q3: 93,319 shares; 2025Q4: 85,748 shares 85,748 $2.31M <0.01% -7,571 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,513 shares; 2024Q4: 17,924 shares; 2025Q1: 25,212 shares; 2025Q2: 23,564 shares; 2025Q3: 30,768 shares; 2025Q4: 34,110 shares 34,110 $2.3M <0.01% +3,342 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,486 shares; 2024Q4: 43,579 shares; 2025Q1: 47,553 shares; 2025Q2: 58,233 shares; 2025Q3: 65,298 shares; 2025Q4: 52,379 shares 52,379 $2.29M <0.01% -12,919 Timeline FEIG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,551 shares; 2024Q4: 54,327 shares; 2025Q1: 55,079 shares; 2025Q2: 55,748 shares; 2025Q3: 56,031 shares; 2025Q4: 55,383 shares 55,383 $2.29M <0.01% -648 Timeline ARKF 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: 69,239 shares; 2024Q4: 54,546 shares; 2025Q1: 47,353 shares; 2025Q2: 49,728 shares; 2025Q3: 48,553 shares; 2025Q4: 47,896 shares 47,896 $2.28M <0.01% -657 Timeline MFSG 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: 30,156 shares; 2025Q1: 69,343 shares; 2025Q2: 74,923 shares; 2025Q3: 65,243 shares; 2025Q4: 80,066 shares 80,066 $2.27M <0.01% +14,823 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,147 shares; 2025Q3: 41,700 shares; 2025Q4: 71,585 shares 71,585 $2.26M <0.01% +29,885 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,491 shares; 2024Q4: 11,309 shares; 2025Q1: 14,116 shares; 2025Q2: 14,051 shares; 2025Q3: 13,845 shares; 2025Q4: 14,040 shares 14,040 $2.26M <0.01% +195 Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,642 shares; 2025Q1: 39,212 shares; 2025Q2: 42,308 shares; 2025Q3: 52,014 shares; 2025Q4: 55,321 shares 55,321 $2.25M <0.01% +3,307 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,916 shares; 2025Q2: 6,080 shares; 2025Q3: 25,921 shares; 2025Q4: 29,434 shares 29,434 $2.25M <0.01% +3,513 Timeline IHE 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: 38,142 shares; 2024Q4: 40,248 shares; 2025Q1: 36,844 shares; 2025Q2: 32,565 shares; 2025Q3: 29,134 shares; 2025Q4: 26,515 shares 26,515 $2.25M <0.01% -2,619 Timeline DDTS 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: 104,076 shares; 2025Q4: 105,301 shares 105,301 $2.25M <0.01% +1,225 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,271 shares; 2024Q4: 34,429 shares; 2025Q1: 38,277 shares; 2025Q2: 36,620 shares; 2025Q3: 35,673 shares; 2025Q4: 34,485 shares 34,485 $2.24M <0.01% -1,188 Timeline GRPM 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: 17,736 shares; 2024Q4: 21,615 shares; 2025Q1: 19,553 shares; 2025Q2: 20,320 shares; 2025Q3: 19,805 shares; 2025Q4: 18,679 shares 18,679 $2.24M <0.01% -1,126 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,905 shares; 2024Q4: 62,754 shares; 2025Q1: 60,979 shares; 2025Q2: 58,104 shares; 2025Q3: 50,560 shares; 2025Q4: 64,472 shares 64,472 $2.24M <0.01% +13,912 Timeline IVLU 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: 36,487 shares; 2024Q4: 32,100 shares; 2025Q1: 33,243 shares; 2025Q2: 50,534 shares; 2025Q3: 59,644 shares; 2025Q4: 58,862 shares 58,862 $2.24M <0.01% -782 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,304 shares; 2024Q4: 25,776 shares; 2025Q1: 32,420 shares; 2025Q2: 33,039 shares; 2025Q3: 30,775 shares; 2025Q4: 22,873 shares 22,873 $2.24M <0.01% -7,902 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,844 shares; 2024Q4: 61,417 shares; 2025Q1: 70,503 shares; 2025Q2: 57,159 shares; 2025Q3: 59,753 shares; 2025Q4: 58,028 shares 58,028 $2.24M <0.01% -1,725 Timeline RFG 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: 50,847 shares; 2024Q4: 52,642 shares; 2025Q1: 51,413 shares; 2025Q2: 50,690 shares; 2025Q3: 45,413 shares; 2025Q4: 42,645 shares 42,645 $2.24M <0.01% -2,768 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,223 shares; 2024Q4: 111,464 shares; 2025Q1: 110,438 shares; 2025Q2: 87,068 shares; 2025Q3: 81,069 shares; 2025Q4: 57,444 shares 57,444 $2.24M <0.01% -23,625 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,478 shares; 2024Q4: 15,867 shares; 2025Q1: 17,582 shares; 2025Q2: 20,258 shares; 2025Q3: 20,703 shares; 2025Q4: 20,590 shares 20,590 $2.23M <0.01% -113 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,276 shares; 2024Q4: 72,806 shares; 2025Q1: 85,742 shares; 2025Q2: 83,401 shares; 2025Q3: 84,182 shares; 2025Q4: 84,037 shares 84,037 $2.23M <0.01% -145 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,458 shares; 2024Q4: 132,550 shares; 2025Q1: 128,295 shares; 2025Q2: 136,171 shares; 2025Q3: 111,379 shares; 2025Q4: 115,306 shares 115,306 $2.23M <0.01% +3,927 Timeline SPBO 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: 44,708 shares; 2024Q4: 50,891 shares; 2025Q1: 51,989 shares; 2025Q2: 60,928 shares; 2025Q3: 70,687 shares; 2025Q4: 75,855 shares 75,855 $2.23M <0.01% +5,168 Timeline NVBU 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: 63,286 shares; 2025Q1: 52,897 shares; 2025Q2: 52,897 shares; 2025Q3: 47,797 shares; 2025Q4: 76,783 shares 76,783 $2.22M <0.01% +28,986 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,093 shares; 2024Q4: 171,664 shares; 2025Q1: 174,316 shares; 2025Q2: 143,397 shares; 2025Q3: 124,993 shares; 2025Q4: 93,730 shares 93,730 $2.22M <0.01% -31,263 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,762 shares; 2024Q4: 30,159 shares; 2025Q1: 31,086 shares; 2025Q2: 26,520 shares; 2025Q3: 24,707 shares; 2025Q4: 24,450 shares 24,450 $2.22M <0.01% -257 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,546 shares; 2025Q1: 29,234 shares; 2025Q2: 26,420 shares; 2025Q3: 25,562 shares; 2025Q4: 25,723 shares 25,723 $2.22M <0.01% +161 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,987 shares; 2024Q4: 42,819 shares; 2025Q1: 41,997 shares; 2025Q2: 51,881 shares; 2025Q3: 55,379 shares; 2025Q4: 55,138 shares 55,138 $2.21M <0.01% -241 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,527 shares; 2024Q4: 24,038 shares; 2025Q1: 29,716 shares; 2025Q2: 31,588 shares; 2025Q3: 47,478 shares; 2025Q4: 32,249 shares 32,249 $2.21M <0.01% -15,229 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,288 shares; 2024Q4: 47,345 shares; 2025Q1: 60,313 shares; 2025Q2: 40,337 shares; 2025Q3: 55,368 shares; 2025Q4: 49,724 shares 49,724 $2.21M <0.01% -5,644 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,337 shares; 2024Q4: 81,616 shares; 2025Q1: 89,315 shares; 2025Q2: 90,311 shares; 2025Q3: 52,961 shares; 2025Q4: 34,556 shares 34,556 $2.21M <0.01% -18,405 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,309 shares; 2024Q4: 51,015 shares; 2025Q1: 52,332 shares; 2025Q2: 56,025 shares; 2025Q3: 17,301 shares; 2025Q4: 20,533 shares 20,533 $2.2M <0.01% +3,232 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,557 shares; 2025Q1: 6,097 shares; 2025Q2: 6,189 shares; 2025Q3: 6,058 shares; 2025Q4: 6,233 shares 6,233 $2.2M <0.01% +175 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: 8,594 shares; 2025Q2: 13,348 shares; 2025Q3: 4,463 shares; 2025Q4: 5,865 shares 5,865 $2.2M <0.01% +1,402 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 12,884 shares; 2025Q1: 14,207 shares; 2025Q2: 11,308 shares; 2025Q3: 12,118 shares; 2025Q4: 12,887 shares 12,887 $2.19M <0.01% +769 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,399 shares; 2024Q4: 36,166 shares; 2025Q1: 63,086 shares; 2025Q2: 84,700 shares; 2025Q3: 90,429 shares; 2025Q4: 101,731 shares 101,731 $2.19M <0.01% +11,302 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,786 shares; 2024Q4: 33,501 shares; 2025Q1: 35,245 shares; 2025Q2: 33,438 shares; 2025Q3: 30,175 shares; 2025Q4: 25,351 shares 25,351 $2.19M <0.01% -4,824 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,295 shares; 2024Q4: 464,771 shares; 2025Q1: 671,083 shares; 2025Q2: 300,610 shares; 2025Q3: 231,467 shares; 2025Q4: 169,483 shares 169,483 $2.18M <0.01% -61,984 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,140 shares; 2024Q4: 31,567 shares; 2025Q1: 37,658 shares; 2025Q2: 36,897 shares; 2025Q3: 79,966 shares; 2025Q4: 97,296 shares 97,296 $2.18M <0.01% +17,330 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,708 shares; 2024Q4: 16,755 shares; 2025Q1: 15,771 shares; 2025Q2: 15,476 shares; 2025Q3: 15,180 shares; 2025Q4: 13,549 shares 13,549 $2.18M <0.01% -1,631 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,935 shares; 2024Q4: 91,043 shares; 2025Q1: 93,946 shares; 2025Q2: 110,489 shares; 2025Q3: 112,277 shares; 2025Q4: 113,818 shares 113,818 $2.18M <0.01% +1,541 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,441 shares; 2024Q4: 199,836 shares; 2025Q1: 216,740 shares; 2025Q2: 199,073 shares; 2025Q3: 180,192 shares; 2025Q4: 174,600 shares 174,600 $2.17M <0.01% -5,592 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,084 shares; 2025Q3: 86,376 shares; 2025Q4: 79,904 shares 79,904 $2.17M <0.01% -6,472 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,597 shares; 2024Q4: 40,355 shares; 2025Q1: 39,760 shares; 2025Q2: 50,578 shares; 2025Q3: 28,915 shares; 2025Q4: 22,750 shares 22,750 $2.17M <0.01% -6,165 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,272 shares; 2024Q4: 6,328 shares; 2025Q1: 6,269 shares; 2025Q2: 4,608 shares; 2025Q3: 4,240 shares; 2025Q4: 3,778 shares 3,778 $2.17M <0.01% -462 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,730 shares; 2025Q1: 21,043 shares; 2025Q2: 30,215 shares; 2025Q3: 51,738 shares; 2025Q4: 60,975 shares 60,975 $2.16M <0.01% +9,237 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,332 shares; 2024Q4: 82,519 shares; 2025Q1: 80,846 shares; 2025Q2: 82,701 shares; 2025Q3: 72,024 shares; 2025Q4: 75,820 shares 75,820 $2.16M <0.01% +3,796 Timeline FPXI 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: 35,559 shares; 2024Q4: 35,732 shares; 2025Q1: 44,546 shares; 2025Q2: 38,861 shares; 2025Q3: 35,605 shares; 2025Q4: 36,536 shares 36,536 $2.16M <0.01% +931 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,606 shares; 2024Q4: 34,964 shares; 2025Q1: 33,052 shares; 2025Q2: 33,340 shares; 2025Q3: 33,546 shares; 2025Q4: 33,359 shares 33,359 $2.16M <0.01% -187 Timeline YLD 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: 15,287 shares; 2024Q4: 28,021 shares; 2025Q1: 37,086 shares; 2025Q2: 42,323 shares; 2025Q3: 79,695 shares; 2025Q4: 113,474 shares 113,474 $2.16M <0.01% +33,779 Timeline SPTL 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: 172,391 shares; 2024Q4: 171,481 shares; 2025Q1: 92,070 shares; 2025Q2: 87,670 shares; 2025Q3: 78,309 shares; 2025Q4: 81,458 shares 81,458 $2.16M <0.01% +3,149 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,869 shares; 2024Q4: 86,316 shares; 2025Q1: 77,482 shares; 2025Q2: 81,646 shares; 2025Q3: 81,900 shares; 2025Q4: 96,193 shares 96,193 $2.16M <0.01% +14,293 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: not reported; 2025Q1: 37,650 shares; 2025Q2: 38,340 shares; 2025Q3: 39,189 shares; 2025Q4: 40,313 shares 40,313 $2.15M <0.01% +1,124 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 12,135 shares; 2025Q1: 14,828 shares; 2025Q2: 16,816 shares; 2025Q3: 19,735 shares; 2025Q4: 41,771 shares 41,771 $2.15M <0.01% +22,036 Timeline PSC 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: 15,320 shares; 2024Q4: 26,812 shares; 2025Q1: 33,049 shares; 2025Q2: 34,685 shares; 2025Q3: 31,607 shares; 2025Q4: 37,113 shares 37,113 $2.14M <0.01% +5,506 Timeline EZU 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: 116,876 shares; 2024Q4: 128,201 shares; 2025Q1: 39,604 shares; 2025Q2: 39,673 shares; 2025Q3: 35,641 shares; 2025Q4: 33,413 shares 33,413 $2.14M <0.01% -2,228 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,181 shares; 2024Q4: 110,057 shares; 2025Q1: 112,109 shares; 2025Q2: 114,510 shares; 2025Q3: 62,113 shares; 2025Q4: 43,392 shares 43,392 $2.14M <0.01% -18,721 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 23,307 shares; 2025Q1: 20,547 shares; 2025Q2: 22,848 shares; 2025Q3: 20,846 shares; 2025Q4: 27,671 shares 27,671 $2.14M <0.01% +6,825 Timeline JPSE 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: 47,282 shares; 2024Q4: 48,054 shares; 2025Q1: 52,505 shares; 2025Q2: 70,919 shares; 2025Q3: 42,022 shares; 2025Q4: 42,718 shares 42,718 $2.14M <0.01% +696 Timeline SMLV 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: 32,320 shares; 2024Q4: 33,252 shares; 2025Q1: 31,650 shares; 2025Q2: 24,821 shares; 2025Q3: 23,467 shares; 2025Q4: 16,274 shares 16,274 $2.13M <0.01% -7,193 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,764 shares; 2024Q4: 275,141 shares; 2025Q1: 268,483 shares; 2025Q2: 215,130 shares; 2025Q3: 210,281 shares; 2025Q4: 197,189 shares 197,189 $2.13M <0.01% -13,092 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,583 shares; 2024Q4: 230,726 shares; 2025Q1: 225,908 shares; 2025Q2: 250,381 shares; 2025Q3: 230,874 shares; 2025Q4: 209,356 shares 209,356 $2.13M <0.01% -21,518 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,389 shares; 2024Q4: 100,503 shares; 2025Q1: 312,357 shares; 2025Q2: 428,412 shares; 2025Q3: 308,255 shares; 2025Q4: 252,975 shares 252,975 $2.13M <0.01% -55,280 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,223 shares; 2024Q4: 92,439 shares; 2025Q1: 91,755 shares; 2025Q2: 91,244 shares; 2025Q3: 53,665 shares; 2025Q4: 57,962 shares 57,962 $2.13M <0.01% +4,297 Timeline FNY 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: 18,977 shares; 2024Q4: 26,418 shares; 2025Q1: 43,506 shares; 2025Q2: 33,884 shares; 2025Q3: 23,661 shares; 2025Q4: 23,318 shares 23,318 $2.13M <0.01% -343 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,073 shares; 2025Q1: 106,677 shares; 2025Q2: 35,103 shares; 2025Q3: 33,445 shares; 2025Q4: 42,737 shares 42,737 $2.12M <0.01% +9,292 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,943 shares; 2024Q4: 44,381 shares; 2025Q1: 47,578 shares; 2025Q2: 33,114 shares; 2025Q3: 27,708 shares; 2025Q4: 31,976 shares 31,976 $2.12M <0.01% +4,268 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,809 shares; 2024Q4: 119,906 shares; 2025Q1: 124,357 shares; 2025Q2: 124,770 shares; 2025Q3: 125,516 shares; 2025Q4: 133,523 shares 133,523 $2.12M <0.01% +8,007 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,548 shares; 2024Q4: 438,641 shares; 2025Q1: 521,365 shares; 2025Q2: 559,202 shares; 2025Q3: 572,860 shares; 2025Q4: 616,370 shares 616,370 $2.12M <0.01% +43,510 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,647 shares; 2024Q4: 127,088 shares; 2025Q1: 126,450 shares; 2025Q2: 105,956 shares; 2025Q3: 9,946 shares; 2025Q4: 10,226 shares 10,226 $2.12M <0.01% +280 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,745 shares; 2024Q4: 30,527 shares; 2025Q1: 33,861 shares; 2025Q2: 32,622 shares; 2025Q3: 21,960 shares; 2025Q4: 21,456 shares 21,456 $2.12M <0.01% -504 Timeline DFEV 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: 47,632 shares; 2024Q4: 48,971 shares; 2025Q1: 61,616 shares; 2025Q2: 57,335 shares; 2025Q3: 54,969 shares; 2025Q4: 62,753 shares 62,753 $2.12M <0.01% +7,784 Timeline EQIN 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: 15,857 shares; 2024Q4: 22,536 shares; 2025Q1: 33,564 shares; 2025Q2: 52,371 shares; 2025Q3: 45,204 shares; 2025Q4: 44,555 shares 44,555 $2.12M <0.01% -649 Timeline INOV 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: 61,244 shares 61,244 $2.12M <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,789 shares; 2024Q4: 42,621 shares; 2025Q1: 35,397 shares; 2025Q2: 39,273 shares; 2025Q3: 39,610 shares; 2025Q4: 39,006 shares 39,006 $2.11M <0.01% -604 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,040 shares; 2024Q4: 165,876 shares; 2025Q1: 175,888 shares; 2025Q2: 179,038 shares; 2025Q3: 183,920 shares; 2025Q4: 179,144 shares 179,144 $2.11M <0.01% -4,776 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,512 shares; 2024Q4: 66,997 shares; 2025Q1: 60,943 shares; 2025Q2: 61,195 shares; 2025Q3: 58,928 shares; 2025Q4: 57,001 shares 57,001 $2.11M <0.01% -1,927 Timeline BSMT 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: 108,572 shares; 2024Q4: 135,706 shares; 2025Q1: 144,544 shares; 2025Q2: 146,973 shares; 2025Q3: 161,155 shares; 2025Q4: 91,029 shares 91,029 $2.11M <0.01% -70,126 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,161 shares; 2024Q4: 236,691 shares; 2025Q1: 109,286 shares; 2025Q2: 28,599 shares; 2025Q3: 40,709 shares; 2025Q4: 44,488 shares 44,488 $2.11M <0.01% +3,779 Timeline PBSE 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: not reported; 2025Q2: 7,535 shares; 2025Q3: 81,768 shares; 2025Q4: 71,459 shares 71,459 $2.11M <0.01% -10,309 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 29,370 shares; 2025Q1: 29,370 shares; 2025Q2: 32,708 shares; 2025Q3: 32,503 shares; 2025Q4: 30,225 shares 30,225 $2.1M <0.01% -2,278 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,805 shares; 2024Q4: 438,334 shares; 2025Q1: 419,826 shares; 2025Q2: 366,268 shares; 2025Q3: 279,652 shares; 2025Q4: 212,329 shares 212,329 $2.1M <0.01% -67,323 Timeline FCPI 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: 51,283 shares; 2024Q4: 45,989 shares; 2025Q1: 51,502 shares; 2025Q2: 53,111 shares; 2025Q3: 47,312 shares; 2025Q4: 42,516 shares 42,516 $2.1M <0.01% -4,796 Timeline EJUL 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: 84,268 shares; 2024Q4: 82,225 shares; 2025Q1: 73,996 shares; 2025Q2: 65,742 shares; 2025Q3: 71,285 shares; 2025Q4: 70,893 shares 70,893 $2.1M <0.01% -392 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,526 shares; 2024Q4: 38,802 shares; 2025Q1: 35,899 shares; 2025Q2: 40,367 shares; 2025Q3: 38,614 shares; 2025Q4: 35,888 shares 35,888 $2.1M <0.01% -2,726 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,621 shares; 2025Q2: 30,904 shares; 2025Q3: 31,189 shares; 2025Q4: 31,113 shares 31,113 $2.1M <0.01% -76 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,987 shares; 2024Q4: 298,858 shares; 2025Q1: 295,068 shares; 2025Q2: 285,492 shares; 2025Q3: 260,667 shares; 2025Q4: 216,587 shares 216,587 $2.09M <0.01% -44,080 Timeline UITB 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: 55,314 shares; 2024Q4: 54,838 shares; 2025Q1: 59,956 shares; 2025Q2: 53,862 shares; 2025Q3: 41,472 shares; 2025Q4: 44,225 shares 44,225 $2.09M <0.01% +2,753 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,519 shares; 2024Q4: 12,161 shares; 2025Q1: 28,333 shares; 2025Q2: 36,992 shares; 2025Q3: 28,304 shares; 2025Q4: 28,648 shares 28,648 $2.09M <0.01% +344 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,357 shares; 2024Q4: 30,564 shares; 2025Q1: 32,689 shares; 2025Q2: 32,194 shares; 2025Q3: 28,193 shares; 2025Q4: 25,455 shares 25,455 $2.09M <0.01% -2,738 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,548 shares; 2024Q4: 233,281 shares; 2025Q1: 483,096 shares; 2025Q2: 274,631 shares; 2025Q3: 200,484 shares; 2025Q4: 182,100 shares 182,100 $2.09M <0.01% -18,384 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,832 shares; 2024Q4: 21,604 shares; 2025Q1: 85,447 shares; 2025Q2: 117,567 shares; 2025Q3: 127,412 shares; 2025Q4: 148,869 shares 148,869 $2.09M <0.01% +21,457 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 13,312 shares; 2025Q1: 17,118 shares; 2025Q2: 13,971 shares; 2025Q3: 12,681 shares; 2025Q4: 10,912 shares 10,912 $2.09M <0.01% -1,769 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 13,181 shares; 2025Q3: 23,341 shares; 2025Q4: 27,656 shares 27,656 $2.09M <0.01% +4,315 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,241 shares; 2024Q4: 122,936 shares; 2025Q1: 155,821 shares; 2025Q2: 157,696 shares; 2025Q3: 185,093 shares; 2025Q4: 191,984 shares 191,984 $2.09M <0.01% +6,891 Timeline ARKG 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: 266,055 shares; 2024Q4: 166,696 shares; 2025Q1: 114,944 shares; 2025Q2: 79,808 shares; 2025Q3: 69,717 shares; 2025Q4: 72,020 shares 72,020 $2.09M <0.01% +2,303 Timeline SIXF 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: 78,486 shares; 2024Q4: 68,968 shares; 2025Q1: 65,852 shares; 2025Q2: 63,897 shares; 2025Q3: 65,365 shares; 2025Q4: 65,308 shares 65,308 $2.08M <0.01% -57 Timeline DDWM 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: 70,485 shares; 2024Q4: 41,468 shares; 2025Q1: 26,826 shares; 2025Q2: 31,562 shares; 2025Q3: 43,670 shares; 2025Q4: 47,744 shares 47,744 $2.08M <0.01% +4,074 Timeline FDD 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: 57,709 shares; 2024Q4: 55,063 shares; 2025Q1: 143,391 shares; 2025Q2: 100,802 shares; 2025Q3: 108,464 shares; 2025Q4: 118,628 shares 118,628 $2.08M <0.01% +10,164 Timeline DFCA 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: 47,131 shares; 2024Q4: 51,453 shares; 2025Q1: 52,668 shares; 2025Q2: 54,671 shares; 2025Q3: 43,704 shares; 2025Q4: 41,398 shares 41,398 $2.07M <0.01% -2,306 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 9,120 shares; 2025Q1: 12,022 shares; 2025Q2: 20,732 shares; 2025Q3: 21,067 shares; 2025Q4: 19,990 shares 19,990 $2.07M <0.01% -1,077 Timeline AJAN 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: 135,255 shares; 2024Q4: 129,038 shares; 2025Q1: 133,815 shares; 2025Q2: 133,145 shares; 2025Q3: 74,772 shares; 2025Q4: 74,229 shares 74,229 $2.07M <0.01% -543 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,221 shares; 2024Q4: 14,497 shares; 2025Q1: 14,491 shares; 2025Q2: 7,980 shares; 2025Q3: 4,982 shares; 2025Q4: 5,102 shares 5,102 $2.07M <0.01% +120 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,903 shares; 2025Q2: 51,222 shares; 2025Q3: 50,413 shares; 2025Q4: 30,517 shares 30,517 $2.07M <0.01% -19,896 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,746 shares; 2024Q4: 33,757 shares; 2025Q1: 34,754 shares; 2025Q2: 45,806 shares; 2025Q3: 40,063 shares; 2025Q4: 27,680 shares 27,680 $2.06M <0.01% -12,383 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,610 shares; 2024Q4: 99,275 shares; 2025Q1: 99,906 shares; 2025Q2: 121,644 shares; 2025Q3: 119,676 shares; 2025Q4: 118,586 shares 118,586 $2.06M <0.01% -1,090 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,276 shares; 2024Q4: 13,956 shares; 2025Q1: 13,711 shares; 2025Q2: 14,101 shares; 2025Q3: 14,323 shares; 2025Q4: 14,501 shares 14,501 $2.06M <0.01% +178 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,645 shares; 2025Q2: 24,249 shares; 2025Q3: 76,671 shares; 2025Q4: 81,146 shares 81,146 $2.05M <0.01% +4,475 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,880 shares; 2024Q4: 60,210 shares; 2025Q1: 57,697 shares; 2025Q2: 62,149 shares; 2025Q3: 142,976 shares; 2025Q4: 58,339 shares 58,339 $2.05M <0.01% -84,637 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,212 shares; 2024Q4: 175,582 shares; 2025Q1: 184,293 shares; 2025Q2: 177,953 shares; 2025Q3: 170,508 shares; 2025Q4: 163,357 shares 163,357 $2.05M <0.01% -7,151 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,201 shares; 2024Q4: 67,386 shares; 2025Q1: 142,257 shares; 2025Q2: 160,187 shares; 2025Q3: 164,891 shares; 2025Q4: 165,330 shares 165,330 $2.05M <0.01% +439 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,786 shares; 2024Q4: 71,112 shares; 2025Q1: 77,540 shares; 2025Q2: 79,788 shares; 2025Q3: 93,701 shares; 2025Q4: 92,347 shares 92,347 $2.05M <0.01% -1,354 Timeline DFSI 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: 36,770 shares; 2024Q4: 38,792 shares; 2025Q1: 43,103 shares; 2025Q2: 45,754 shares; 2025Q3: 54,087 shares; 2025Q4: 47,678 shares 47,678 $2.04M <0.01% -6,409 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 20,806 shares; 2025Q1: 31,008 shares; 2025Q2: 27,547 shares; 2025Q3: 24,591 shares; 2025Q4: 29,440 shares 29,440 $2.04M <0.01% +4,849 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 15,229 shares; 2025Q1: 19,446 shares; 2025Q2: 33,988 shares; 2025Q3: 31,455 shares; 2025Q4: 26,890 shares 26,890 $2.04M <0.01% -4,565 Timeline GII 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: 27,629 shares; 2024Q4: 27,637 shares; 2025Q1: 27,827 shares; 2025Q2: 27,834 shares; 2025Q3: 27,834 shares; 2025Q4: 29,248 shares 29,248 $2.04M <0.01% +1,414 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,660 shares; 2024Q4: 70,579 shares; 2025Q1: 66,292 shares; 2025Q2: 58,293 shares; 2025Q3: 51,659 shares; 2025Q4: 37,379 shares 37,379 $2.04M <0.01% -14,280 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,413 shares; 2024Q4: 213,911 shares; 2025Q1: 220,251 shares; 2025Q2: 227,330 shares; 2025Q3: 173,596 shares; 2025Q4: 159,639 shares 159,639 $2.04M <0.01% -13,957 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 7,121 shares; 2025Q1: 7,187 shares; 2025Q2: 8,122 shares; 2025Q3: 7,741 shares; 2025Q4: 10,910 shares 10,910 $2.03M <0.01% +3,169 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 14,500 shares; 2025Q1: 17,448 shares; 2025Q2: 23,070 shares; 2025Q3: 26,089 shares; 2025Q4: 28,003 shares 28,003 $2.03M <0.01% +1,914 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,520 shares; 2024Q4: 291,654 shares; 2025Q1: 274,086 shares; 2025Q2: 231,314 shares; 2025Q3: 230,714 shares; 2025Q4: 152,611 shares 152,611 $2.02M <0.01% -78,103 Timeline ONEV 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: 16,669 shares; 2024Q4: 16,802 shares; 2025Q1: 17,320 shares; 2025Q2: 17,380 shares; 2025Q3: 17,806 shares; 2025Q4: 15,147 shares 15,147 $2.02M <0.01% -2,659 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,248 shares; 2024Q4: 121,911 shares; 2025Q1: 121,944 shares; 2025Q2: 134,343 shares; 2025Q3: 144,319 shares; 2025Q4: 159,223 shares 159,223 $2.01M <0.01% +14,904 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,704 shares; 2024Q4: 23,371 shares; 2025Q1: 22,319 shares; 2025Q2: 23,821 shares; 2025Q3: 22,690 shares; 2025Q4: 22,185 shares 22,185 $2.01M <0.01% -505 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,634 shares; 2024Q4: 86,592 shares; 2025Q1: 117,215 shares; 2025Q2: 150,791 shares; 2025Q3: 179,801 shares; 2025Q4: 191,531 shares 191,531 $2.01M <0.01% +11,730 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,693 shares; 2024Q4: 40,288 shares; 2025Q1: 43,230 shares; 2025Q2: 44,071 shares; 2025Q3: 43,995 shares; 2025Q4: 40,608 shares 40,608 $2.01M <0.01% -3,387 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,693 shares; 2024Q4: 39,856 shares; 2025Q1: 39,472 shares; 2025Q2: 35,722 shares; 2025Q3: 30,493 shares; 2025Q4: 29,931 shares 29,931 $2.01M <0.01% -562 Timeline EVLN 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: 22,850 shares; 2024Q4: 23,140 shares; 2025Q1: 31,258 shares; 2025Q2: 43,932 shares; 2025Q3: 44,925 shares; 2025Q4: 40,512 shares 40,512 $2M <0.01% -4,413 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,001 shares; 2024Q4: 215,604 shares; 2025Q1: 216,967 shares; 2025Q2: 214,614 shares; 2025Q3: 208,315 shares; 2025Q4: 198,129 shares 198,129 $2M <0.01% -10,186 Timeline SPHB 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: 18,674 shares; 2024Q4: 16,534 shares; 2025Q1: 15,347 shares; 2025Q2: 13,411 shares; 2025Q3: 15,026 shares; 2025Q4: 17,106 shares 17,106 $2M <0.01% +2,080 Timeline FTXL 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: 63,055 shares; 2024Q4: 44,201 shares; 2025Q1: 32,427 shares; 2025Q2: 17,612 shares; 2025Q3: 16,047 shares; 2025Q4: 15,443 shares 15,443 $2M <0.01% -604 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,813 shares; 2024Q4: 44,384 shares; 2025Q1: 53,677 shares; 2025Q2: 36,772 shares; 2025Q3: 39,400 shares; 2025Q4: 41,629 shares 41,629 $2M <0.01% +2,229 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,836 shares; 2024Q4: 46,029 shares; 2025Q1: 87,326 shares; 2025Q2: 102,101 shares; 2025Q3: 15,340 shares; 2025Q4: 33,975 shares 33,975 $1.99M <0.01% +18,635 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,772 shares; 2025Q4: 38,122 shares 38,122 $1.99M <0.01% +2,350 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,572 shares; 2024Q4: 95,150 shares; 2025Q1: 115,614 shares; 2025Q2: 104,026 shares; 2025Q3: 81,877 shares; 2025Q4: 75,629 shares 75,629 $1.99M <0.01% -6,248 Timeline EWX 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: 43,203 shares; 2024Q4: 46,249 shares; 2025Q1: 46,664 shares; 2025Q2: 37,251 shares; 2025Q3: 33,540 shares; 2025Q4: 30,199 shares 30,199 $1.98M <0.01% -3,341 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,746 shares; 2024Q4: 18,664 shares; 2025Q1: 36,850 shares; 2025Q2: 22,900 shares; 2025Q3: 24,498 shares; 2025Q4: 15,542 shares 15,542 $1.98M <0.01% -8,956 Timeline EELV 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: 101,079 shares; 2024Q4: 100,344 shares; 2025Q1: 97,128 shares; 2025Q2: 97,402 shares; 2025Q3: 76,958 shares; 2025Q4: 72,184 shares 72,184 $1.98M <0.01% -4,774 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,138 shares; 2024Q4: 77,946 shares; 2025Q1: 65,973 shares; 2025Q2: 69,639 shares; 2025Q3: 75,298 shares; 2025Q4: 91,784 shares 91,784 $1.97M <0.01% +16,486 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,441 shares; 2025Q1: 67,649 shares; 2025Q2: 68,821 shares; 2025Q3: 71,037 shares; 2025Q4: 71,693 shares 71,693 $1.97M <0.01% +656 Timeline HEDJ 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: 42,337 shares; 2024Q4: 41,781 shares; 2025Q1: 42,948 shares; 2025Q2: 51,017 shares; 2025Q3: 45,956 shares; 2025Q4: 37,020 shares 37,020 $1.96M <0.01% -8,936 Timeline AVRE 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: 22,082 shares; 2024Q4: 24,774 shares; 2025Q1: 39,110 shares; 2025Q2: 41,341 shares; 2025Q3: 42,736 shares; 2025Q4: 45,124 shares 45,124 $1.96M <0.01% +2,388 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 9,833 shares; 2025Q1: 10,418 shares; 2025Q2: 10,056 shares; 2025Q3: 9,442 shares; 2025Q4: 9,494 shares 9,494 $1.96M <0.01% +52 Timeline