CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,006 shares; 2025Q1: 41,788 shares; 2025Q2: 35,657 shares; 2025Q3: 15,335 shares; 2025Q4: 17,462 shares 17,462 $2.51M 0.03% +2,127 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,234 shares; 2024Q4: 16,488 shares; 2025Q1: 15,323 shares; 2025Q2: 15,358 shares; 2025Q3: 15,109 shares; 2025Q4: 25,861 shares 25,861 $2.51M 0.03% +10,752 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,463 shares; 2024Q4: 27,819 shares; 2025Q1: 32,630 shares; 2025Q2: 33,654 shares; 2025Q3: 25,813 shares; 2025Q4: 33,982 shares 33,982 $2.5M 0.03% +8,169 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 3,848 shares; 2025Q1: 3,127 shares; 2025Q2: 3,230 shares; 2025Q3: 3,285 shares; 2025Q4: 13,598 shares 13,598 $2.5M 0.03% +10,313 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: 8,136 shares; 2024Q4: 8,440 shares; 2025Q1: 10,700 shares; 2025Q2: 11,713 shares; 2025Q3: 11,681 shares; 2025Q4: 12,254 shares 12,254 $2.49M 0.03% +573 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,468 shares; 2025Q1: 1,412 shares; 2025Q2: 2,179 shares; 2025Q3: 2,649 shares; 2025Q4: 3,241 shares 3,241 $2.48M 0.03% +592 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,033 shares; 2024Q4: 75,147 shares; 2025Q1: 77,503 shares; 2025Q2: 73,109 shares; 2025Q3: 38,536 shares; 2025Q4: 53,039 shares 53,039 $2.46M 0.03% +14,503 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,233 shares; 2024Q4: 69,872 shares; 2025Q1: 67,510 shares; 2025Q2: 85,277 shares; 2025Q3: 84,337 shares; 2025Q4: 82,634 shares 82,634 $2.45M 0.03% -1,703 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 15,658 shares; 2025Q1: 12,073 shares; 2025Q2: 14,562 shares; 2025Q3: 11,724 shares; 2025Q4: 11,896 shares 11,896 $2.42M 0.03% +172 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,192 shares; 2024Q4: 13,507 shares; 2025Q1: 19,584 shares; 2025Q2: 19,539 shares; 2025Q3: 19,281 shares; 2025Q4: 18,506 shares 18,506 $2.42M 0.03% -775 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 3,813 shares; 2025Q1: 4,513 shares; 2025Q2: 4,960 shares; 2025Q3: 6,626 shares; 2025Q4: 9,159 shares 9,159 $2.4M 0.03% +2,533 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,280 shares; 2024Q4: 30,607 shares; 2025Q1: 48,319 shares; 2025Q2: 46,199 shares; 2025Q3: 45,915 shares; 2025Q4: 45,810 shares 45,810 $2.4M 0.03% -105 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: 6,080 shares; 2024Q4: 5,785 shares; 2025Q1: 9,104 shares; 2025Q2: 5,325 shares; 2025Q3: 8,281 shares; 2025Q4: 14,818 shares 14,818 $2.4M 0.03% +6,537 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,874 shares; 2024Q4: 11,075 shares; 2025Q1: 10,668 shares; 2025Q2: 10,651 shares; 2025Q3: 10,660 shares; 2025Q4: 18,184 shares 18,184 $2.39M 0.03% +7,524 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 7,981 shares; 2025Q1: 7,510 shares; 2025Q2: 7,230 shares; 2025Q3: 7,166 shares; 2025Q4: 7,952 shares 7,952 $2.37M 0.03% +786 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,381 shares; 2024Q4: 28,478 shares; 2025Q1: 30,020 shares; 2025Q2: 28,551 shares; 2025Q3: 28,551 shares; 2025Q4: 29,840 shares 29,840 $2.35M 0.03% +1,289 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 311,998 shares 311,998 $2.34M 0.03% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 4,550 shares; 2025Q1: 8,726 shares; 2025Q2: 12,699 shares; 2025Q3: 15,520 shares; 2025Q4: 24,297 shares 24,297 $2.34M 0.03% +8,777 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,618 shares; 2024Q4: 13,020 shares; 2025Q1: 37,351 shares; 2025Q2: 44,251 shares; 2025Q3: 45,572 shares; 2025Q4: 49,521 shares 49,521 $2.33M 0.03% +3,949 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 8,920 shares; 2025Q1: 8,470 shares; 2025Q2: 28,948 shares; 2025Q3: 41,008 shares; 2025Q4: 57,913 shares 57,913 $2.32M 0.03% +16,905 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,855 shares; 2025Q4: 29,942 shares 29,942 $2.32M 0.03% +27,087 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,793 shares; 2024Q4: 104,364 shares; 2025Q1: 128,351 shares; 2025Q2: 155,057 shares; 2025Q3: 173,316 shares; 2025Q4: 82,108 shares 82,108 $2.32M 0.03% -91,208 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,724 shares; 2025Q2: 100,724 shares; 2025Q3: 100,165 shares; 2025Q4: 100,333 shares 100,333 $2.31M 0.03% +168 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,178 shares; 2024Q4: 28,091 shares; 2025Q1: 25,231 shares; 2025Q2: 25,370 shares; 2025Q3: 21,453 shares; 2025Q4: 25,985 shares 25,985 $2.29M 0.03% +4,532 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,771 shares; 2024Q4: 44,540 shares; 2025Q1: 48,711 shares; 2025Q2: 59,839 shares; 2025Q3: 67,831 shares; 2025Q4: 97,793 shares 97,793 $2.27M 0.03% +29,962 Timeline IWP 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: 9,321 shares; 2024Q4: 9,322 shares; 2025Q1: 9,283 shares; 2025Q2: 11,583 shares; 2025Q3: 12,634 shares; 2025Q4: 16,403 shares 16,403 $2.25M 0.03% +3,769 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 21,467 shares; 2025Q1: 23,010 shares; 2025Q2: 27,477 shares; 2025Q3: 37,069 shares; 2025Q4: 42,377 shares 42,377 $2.24M 0.03% +5,308 Timeline ICLO 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: 17,450 shares; 2025Q2: 23,349 shares; 2025Q3: 44,739 shares; 2025Q4: 87,413 shares 87,413 $2.23M 0.03% +42,674 Timeline FDVV 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: 41,563 shares; 2024Q4: 41,171 shares; 2025Q1: 42,676 shares; 2025Q2: 36,454 shares; 2025Q3: 34,062 shares; 2025Q4: 39,268 shares 39,268 $2.23M 0.03% +5,206 Timeline STPZ 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: 34,117 shares; 2024Q4: 35,364 shares; 2025Q1: 38,515 shares; 2025Q2: 40,636 shares; 2025Q3: 40,424 shares; 2025Q4: 41,369 shares 41,369 $2.22M 0.03% +945 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: 207,954 shares; 2024Q4: 165,925 shares; 2025Q1: 161,551 shares; 2025Q2: 126,199 shares; 2025Q3: 116,158 shares; 2025Q4: 127,758 shares 127,758 $2.22M 0.03% +11,600 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,628 shares 13,628 $2.21M 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,602 shares; 2025Q1: 5,305 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares; 2025Q4: 7,569 shares 7,569 $2.2M 0.03% +1,642 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 11,883 shares; 2025Q4: 30,567 shares 30,567 $2.19M 0.03% +18,684 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,232 shares; 2025Q3: 74,792 shares; 2025Q4: 82,722 shares 82,722 $2.19M 0.03% +7,930 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,970 shares; 2025Q1: 66,514 shares; 2025Q2: 65,370 shares; 2025Q3: 83,370 shares; 2025Q4: 86,170 shares 86,170 $2.18M 0.02% +2,800 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 7,054 shares; 2025Q1: 6,974 shares; 2025Q2: 8,911 shares; 2025Q3: 9,122 shares; 2025Q4: 14,651 shares 14,651 $2.18M 0.02% +5,529 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: 7,382 shares 7,382 $2.18M 0.02% +6,051 Timeline HAWX 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: 10,434 shares; 2024Q4: 20,975 shares; 2025Q1: 29,484 shares; 2025Q2: 33,180 shares; 2025Q3: 37,954 shares; 2025Q4: 55,038 shares 55,038 $2.17M 0.02% +17,084 Timeline HELO 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: 23,242 shares; 2024Q4: 30,375 shares; 2025Q1: 36,238 shares; 2025Q2: 30,302 shares; 2025Q3: 34,061 shares; 2025Q4: 32,496 shares 32,496 $2.16M 0.02% -1,565 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,824 shares; 2024Q4: 29,818 shares; 2025Q1: 36,158 shares; 2025Q2: 51,097 shares; 2025Q3: 42,481 shares; 2025Q4: 58,100 shares 58,100 $2.15M 0.02% +15,619 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 6,792 shares; 2025Q1: 3,682 shares; 2025Q2: 4,198 shares; 2025Q3: 4,656 shares; 2025Q4: 6,080 shares 6,080 $2.15M 0.02% +1,424 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 9,131 shares; 2025Q1: 3,804 shares; 2025Q2: 28,137 shares; 2025Q3: 29,980 shares; 2025Q4: 32,929 shares 32,929 $2.14M 0.02% +2,949 Timeline LQD 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: 15,483 shares; 2024Q4: 14,530 shares; 2025Q1: 13,883 shares; 2025Q2: 19,655 shares; 2025Q3: 19,320 shares; 2025Q4: 19,361 shares 19,361 $2.13M 0.02% +41 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 8,477 shares; 2025Q1: 8,571 shares; 2025Q2: 8,571 shares; 2025Q3: 8,400 shares; 2025Q4: 9,313 shares 9,313 $2.13M 0.02% +913 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,825 shares 76,825 $2.13M 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,475 shares; 2024Q4: 8,779 shares; 2025Q1: 8,407 shares; 2025Q2: 8,890 shares; 2025Q3: 8,345 shares; 2025Q4: 10,320 shares 10,320 $2.12M 0.02% +1,975 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,539 shares 36,539 $2.12M 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 14,765 shares; 2025Q1: 17,806 shares; 2025Q2: 20,997 shares; 2025Q3: 19,946 shares; 2025Q4: 16,748 shares 16,748 $2.11M 0.02% -3,198 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 6,103 shares; 2025Q1: 11,720 shares; 2025Q2: 12,955 shares; 2025Q3: 27,736 shares; 2025Q4: 27,590 shares 27,590 $2.1M 0.02% -146 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,199 shares; 2024Q4: 15,229 shares; 2025Q1: 14,575 shares; 2025Q2: 16,460 shares; 2025Q3: 16,032 shares; 2025Q4: 24,337 shares 24,337 $2.1M 0.02% +8,305 Timeline SPSM 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: 5,549 shares; 2024Q4: 6,946 shares; 2025Q1: 11,136 shares; 2025Q2: 13,743 shares; 2025Q3: 11,457 shares; 2025Q4: 44,616 shares 44,616 $2.09M 0.02% +33,159 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,216 shares; 2024Q4: 31,524 shares; 2025Q1: 32,580 shares; 2025Q2: 32,580 shares; 2025Q3: 27,095 shares; 2025Q4: 48,655 shares 48,655 $2.08M 0.02% +21,560 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,103 shares; 2024Q4: 7,703 shares; 2025Q1: 11,497 shares; 2025Q2: 11,691 shares; 2025Q3: 11,868 shares; 2025Q4: 19,745 shares 19,745 $2.07M 0.02% +7,877 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,987 shares; 2025Q1: 4,327 shares; 2025Q2: 4,393 shares; 2025Q3: 4,385 shares; 2025Q4: 4,623 shares 4,623 $2.06M 0.02% +238 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,882 shares; 2024Q4: 45,987 shares; 2025Q1: 21,887 shares; 2025Q2: 3,877 shares; 2025Q3: not reported; 2025Q4: 34,004 shares 34,004 $2.05M 0.02% new Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,283 shares; 2025Q4: 81,326 shares 81,326 $2.05M 0.02% -1,957 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,407 shares; 2025Q2: 78,697 shares; 2025Q3: 98,440 shares; 2025Q4: 98,201 shares 98,201 $2.04M 0.02% -239 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 4,143 shares; 2025Q1: 5,795 shares; 2025Q2: 10,663 shares; 2025Q3: 10,848 shares; 2025Q4: 14,815 shares 14,815 $2.04M 0.02% +3,967 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,286 shares; 2025Q3: 65,101 shares; 2025Q4: 80,187 shares 80,187 $2.04M 0.02% +15,086 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,004 shares; 2025Q1: 1,117 shares; 2025Q2: 1,408 shares; 2025Q3: 1,573 shares; 2025Q4: 6,509 shares 6,509 $2.03M 0.02% +4,936 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS 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: 112,058 shares 112,058 $2.03M 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,105 shares; 2024Q4: 10,838 shares; 2025Q1: 10,764 shares; 2025Q2: 12,355 shares; 2025Q3: 12,783 shares; 2025Q4: 20,122 shares 20,122 $2.03M 0.02% +7,339 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 5,725 shares; 2025Q1: 20,741 shares; 2025Q2: 25,309 shares; 2025Q3: 25,224 shares; 2025Q4: 30,281 shares 30,281 $2.03M 0.02% +5,057 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,488 shares 120,488 $2.02M 0.02% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,651 shares; 2025Q1: 43,045 shares; 2025Q2: 43,295 shares; 2025Q3: 44,203 shares; 2025Q4: 46,259 shares 46,259 $2.01M 0.02% +2,056 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 12,996 shares; 2025Q3: 32,525 shares; 2025Q4: 36,959 shares 36,959 $1.99M 0.02% +4,434 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 674 shares; 2025Q1: 686 shares; 2025Q2: 1,622 shares; 2025Q3: 1,807 shares; 2025Q4: 2,560 shares 2,560 $1.98M 0.02% +753 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,936 shares; 2025Q2: 61,603 shares; 2025Q3: 53,759 shares; 2025Q4: 50,423 shares 50,423 $1.97M 0.02% -3,336 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 4,381 shares; 2025Q1: 8,212 shares; 2025Q2: 6,648 shares; 2025Q3: 6,286 shares; 2025Q4: 16,753 shares 16,753 $1.96M 0.02% +10,467 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: 17,950 shares; 2024Q4: 19,877 shares; 2025Q1: 31,401 shares; 2025Q2: 31,415 shares; 2025Q3: 25,577 shares; 2025Q4: 25,319 shares 25,319 $1.96M 0.02% -258 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,571 shares; 2025Q1: 6,855 shares; 2025Q2: 6,578 shares; 2025Q3: 6,547 shares; 2025Q4: 9,400 shares 9,400 $1.96M 0.02% +2,853 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,187 shares 15,187 $1.96M 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,341 shares 14,341 $1.96M 0.02% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,673 shares; 2025Q1: 4,117 shares; 2025Q2: 4,464 shares; 2025Q3: 4,666 shares; 2025Q4: 17,832 shares 17,832 $1.96M 0.02% +13,166 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,693 shares; 2024Q4: 70,998 shares; 2025Q1: 96,350 shares; 2025Q2: 107,751 shares; 2025Q3: 118,766 shares; 2025Q4: 127,808 shares 127,808 $1.95M 0.02% +9,042 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 4,846 shares; 2025Q1: 11,456 shares; 2025Q2: 8,013 shares; 2025Q3: 6,927 shares; 2025Q4: 9,503 shares 9,503 $1.95M 0.02% +2,576 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,351 shares; 2025Q2: 15,167 shares; 2025Q3: 42,983 shares; 2025Q4: 75,616 shares 75,616 $1.94M 0.02% +32,633 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,050 shares; 2025Q1: 2,530 shares; 2025Q2: 2,426 shares; 2025Q3: 2,420 shares; 2025Q4: 3,401 shares 3,401 $1.94M 0.02% +981 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: 6,361 shares; 2024Q4: 12,357 shares; 2025Q1: 14,797 shares; 2025Q2: 14,986 shares; 2025Q3: 18,800 shares; 2025Q4: 19,356 shares 19,356 $1.94M 0.02% +556 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 6,635 shares; 2025Q1: 30,239 shares; 2025Q2: 30,801 shares; 2025Q3: 32,001 shares; 2025Q4: 37,543 shares 37,543 $1.94M 0.02% +5,542 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,385 shares; 2024Q4: 33,636 shares; 2025Q1: 35,538 shares; 2025Q2: 29,580 shares; 2025Q3: 29,855 shares; 2025Q4: 32,930 shares 32,930 $1.93M 0.02% +3,075 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,404 shares 29,404 $1.93M 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 536 shares; 2025Q1: 523 shares; 2025Q2: 11,431 shares; 2025Q3: 12,573 shares; 2025Q4: 21,050 shares 21,050 $1.92M 0.02% +8,477 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: 15,364 shares; 2024Q4: 15,117 shares; 2025Q1: 16,406 shares; 2025Q2: 16,622 shares; 2025Q3: 16,381 shares; 2025Q4: 15,987 shares 15,987 $1.92M 0.02% -394 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,977 shares; 2024Q4: 13,365 shares; 2025Q1: 14,516 shares; 2025Q2: 13,447 shares; 2025Q3: 13,966 shares; 2025Q4: 16,991 shares 16,991 $1.92M 0.02% +3,025 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,416 shares; 2024Q4: 170,361 shares; 2025Q1: 234,965 shares; 2025Q2: 244,889 shares; 2025Q3: 396,410 shares; 2025Q4: 405,476 shares 405,476 $1.91M 0.02% +9,066 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 213 shares; 2025Q1: 238 shares; 2025Q2: 280 shares; 2025Q3: 295 shares; 2025Q4: 564 shares 564 $1.91M 0.02% +269 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,427 shares; 2025Q1: 10,048 shares; 2025Q2: 11,459 shares; 2025Q3: 7,207 shares; 2025Q4: 8,348 shares 8,348 $1.91M 0.02% +1,141 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,091 shares; 2025Q3: 25,652 shares; 2025Q4: 28,820 shares 28,820 $1.9M 0.02% +3,168 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 549 shares; 2025Q2: 1,331 shares; 2025Q3: 1,703 shares; 2025Q4: 3,137 shares 3,137 $1.9M 0.02% +1,434 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,813 shares 41,813 $1.89M 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 6,076 shares; 2025Q1: 5,892 shares; 2025Q2: 6,285 shares; 2025Q3: 6,779 shares; 2025Q4: 8,286 shares 8,286 $1.89M 0.02% +1,507 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,618 shares; 2025Q3: 10,973 shares; 2025Q4: 50,673 shares 50,673 $1.87M 0.02% +39,700 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,671 shares; 2025Q3: 104,772 shares; 2025Q4: 109,609 shares 109,609 $1.86M 0.02% +4,837 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,082 shares 7,082 $1.85M 0.02% new Timeline IMFL 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: not reported; 2024Q4: not reported; 2025Q1: 20,172 shares; 2025Q2: 29,135 shares; 2025Q3: 31,649 shares; 2025Q4: 61,943 shares 61,943 $1.85M 0.02% +30,294 Timeline NOBL 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: 11,457 shares; 2024Q4: 12,016 shares; 2025Q1: 14,092 shares; 2025Q2: 21,226 shares; 2025Q3: 16,544 shares; 2025Q4: 17,594 shares 17,594 $1.83M 0.02% +1,050 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: 1,313 shares; 2025Q3: 8,008 shares; 2025Q4: 23,024 shares 23,024 $1.83M 0.02% +15,016 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,333 shares; 2024Q4: 18,654 shares; 2025Q1: 35,588 shares; 2025Q2: 38,168 shares; 2025Q3: 42,045 shares; 2025Q4: 78,080 shares 78,080 $1.83M 0.02% +36,035 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,282 shares; 2025Q2: 34,572 shares; 2025Q3: 33,413 shares; 2025Q4: 25,191 shares 25,191 $1.81M 0.02% -8,222 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,504 shares; 2024Q4: 51,117 shares; 2025Q1: 51,214 shares; 2025Q2: 51,233 shares; 2025Q3: 53,080 shares; 2025Q4: 52,894 shares 52,894 $1.79M 0.02% -186 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,317 shares; 2024Q4: 52,317 shares; 2025Q1: 52,735 shares; 2025Q2: 52,735 shares; 2025Q3: 52,735 shares; 2025Q4: 52,735 shares 52,735 $1.79M 0.02% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,768 shares 5,768 $1.78M 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 12,195 shares; 2025Q1: 12,550 shares; 2025Q2: 15,440 shares; 2025Q3: 15,889 shares; 2025Q4: 20,120 shares 20,120 $1.78M 0.02% +4,231 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,030 shares; 2025Q3: 76,480 shares; 2025Q4: 39,084 shares 39,084 $1.78M 0.02% -37,396 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,693 shares; 2025Q1: 42,508 shares; 2025Q2: 36,870 shares; 2025Q3: 37,656 shares; 2025Q4: 34,665 shares 34,665 $1.78M 0.02% -2,991 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,524 shares; 2025Q2: 50,508 shares; 2025Q3: 43,751 shares; 2025Q4: 40,103 shares 40,103 $1.77M 0.02% -3,648 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,299 shares; 2025Q3: 9,653 shares; 2025Q4: 22,543 shares 22,543 $1.76M 0.02% +12,890 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: 1,140 shares; 2024Q4: 1,442 shares; 2025Q1: 3,241 shares; 2025Q2: 3,845 shares; 2025Q3: 4,165 shares; 2025Q4: 7,227 shares 7,227 $1.76M 0.02% +3,062 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 344 shares; 2025Q1: 451 shares; 2025Q2: 519 shares; 2025Q3: 708 shares; 2025Q4: 871 shares 871 $1.76M 0.02% +163 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,705 shares; 2025Q1: 2,811 shares; 2025Q2: 3,060 shares; 2025Q3: 3,294 shares; 2025Q4: 5,902 shares 5,902 $1.75M 0.02% +2,608 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,373 shares; 2025Q2: 2,401 shares; 2025Q3: 2,943 shares; 2025Q4: 7,708 shares 7,708 $1.75M 0.02% +4,765 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,811 shares; 2024Q4: 47,248 shares; 2025Q1: 13,422 shares; 2025Q2: 16,193 shares; 2025Q3: 17,975 shares; 2025Q4: 21,840 shares 21,840 $1.73M 0.02% +3,865 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,358 shares; 2025Q1: 5,400 shares; 2025Q2: 5,992 shares; 2025Q3: 6,337 shares; 2025Q4: 8,845 shares 8,845 $1.72M 0.02% +2,508 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,767 shares; 2024Q4: 44,081 shares; 2025Q1: 53,175 shares; 2025Q2: 53,873 shares; 2025Q3: 30,966 shares; 2025Q4: 47,428 shares 47,428 $1.72M 0.02% +16,462 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,873 shares; 2024Q4: 37,996 shares; 2025Q1: 38,133 shares; 2025Q2: 42,120 shares; 2025Q3: 54,409 shares; 2025Q4: 60,338 shares 60,338 $1.72M 0.02% +5,929 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 9,333 shares; 2025Q1: 5,007 shares; 2025Q2: 4,857 shares; 2025Q3: 4,908 shares; 2025Q4: 9,424 shares 9,424 $1.72M 0.02% +4,516 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 5,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,783 shares 32,783 $1.71M 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 1,283 shares; 2025Q1: 4,218 shares; 2025Q2: 6,813 shares; 2025Q3: 7,348 shares; 2025Q4: 6,582 shares 6,582 $1.71M 0.02% -766 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,276 shares; 2024Q4: 22,704 shares; 2025Q1: 26,584 shares; 2025Q2: 23,073 shares; 2025Q3: 23,149 shares; 2025Q4: 30,267 shares 30,267 $1.71M 0.02% +7,118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,642 shares 41,642 $1.7M 0.02% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,107 shares 95,107 $1.69M 0.02% new Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP 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: 20,791 shares; 2025Q3: 73,529 shares; 2025Q4: 84,238 shares 84,238 $1.69M 0.02% +10,709 Timeline DFAC 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: not reported; 2024Q4: not reported; 2025Q1: 9,540 shares; 2025Q2: 31,898 shares; 2025Q3: 32,902 shares; 2025Q4: 42,656 shares 42,656 $1.69M 0.02% +9,754 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,048 shares 28,048 $1.68M 0.02% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,201 shares; 2025Q3: 11,683 shares; 2025Q4: 19,512 shares 19,512 $1.68M 0.02% +7,829 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,347 shares; 2025Q1: 2,045 shares; 2025Q2: 1,964 shares; 2025Q3: 1,988 shares; 2025Q4: 3,031 shares 3,031 $1.68M 0.02% +1,043 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 674 shares; 2025Q3: 685 shares; 2025Q4: 4,736 shares 4,736 $1.67M 0.02% +4,051 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,924 shares; 2025Q2: 3,177 shares; 2025Q3: 3,141 shares; 2025Q4: 20,496 shares 20,496 $1.66M 0.02% +17,355 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: not reported; 2024Q4: 9,486 shares; 2025Q1: 10,805 shares; 2025Q2: 9,452 shares; 2025Q3: 21,305 shares; 2025Q4: 37,006 shares 37,006 $1.66M 0.02% +15,701 Timeline TDIV 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: 16,839 shares; 2024Q4: 20,309 shares; 2025Q1: 17,867 shares; 2025Q2: 17,194 shares; 2025Q3: 22,951 shares; 2025Q4: 17,100 shares 17,100 $1.66M 0.02% -5,851 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 5,027 shares; 2025Q1: 5,306 shares; 2025Q2: 5,425 shares; 2025Q3: 5,335 shares; 2025Q4: 5,683 shares 5,683 $1.65M 0.02% +348 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,289 shares 19,289 $1.64M 0.02% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,731 shares; 2024Q4: 17,179 shares; 2025Q1: 17,099 shares; 2025Q2: 18,108 shares; 2025Q3: 32,264 shares; 2025Q4: 34,272 shares 34,272 $1.64M 0.02% +2,008 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,235 shares; 2025Q3: 3,040 shares; 2025Q4: 13,168 shares 13,168 $1.64M 0.02% +10,128 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: 27,614 shares; 2024Q4: 28,211 shares; 2025Q1: 28,424 shares; 2025Q2: 25,355 shares; 2025Q3: 24,750 shares; 2025Q4: 23,772 shares 23,772 $1.63M 0.02% -978 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,687 shares; 2024Q4: 45,275 shares; 2025Q1: 56,905 shares; 2025Q2: 99,007 shares; 2025Q3: 109,059 shares; 2025Q4: 108,463 shares 108,463 $1.62M 0.02% -596 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,323 shares; 2025Q1: 31,554 shares; 2025Q2: 31,554 shares; 2025Q3: 31,023 shares; 2025Q4: 40,778 shares 40,778 $1.62M 0.02% +9,755 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: not reported; 2024Q4: not reported; 2025Q1: 5,374 shares; 2025Q2: 2,988 shares; 2025Q3: 2,258 shares; 2025Q4: 5,141 shares 5,141 $1.62M 0.02% +2,883 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: not reported; 2025Q1: 1,886 shares; 2025Q2: 2,673 shares; 2025Q3: 5,991 shares; 2025Q4: 11,719 shares 11,719 $1.61M 0.02% +5,728 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,305 shares; 2025Q4: 34,306 shares 34,306 $1.61M 0.02% +20,001 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,746 shares; 2024Q4: 13,879 shares; 2025Q1: 13,025 shares; 2025Q2: 12,112 shares; 2025Q3: 13,463 shares; 2025Q4: 35,466 shares 35,466 $1.61M 0.02% +22,003 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,661 shares; 2024Q4: 47,934 shares; 2025Q1: 19,576 shares; 2025Q2: 19,241 shares; 2025Q3: 25,171 shares; 2025Q4: 23,692 shares 23,692 $1.6M 0.02% -1,479 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,075 shares; 2024Q4: 14,719 shares; 2025Q1: 14,658 shares; 2025Q2: 14,460 shares; 2025Q3: 14,676 shares; 2025Q4: 19,579 shares 19,579 $1.57M 0.02% +4,903 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,281 shares; 2025Q1: 1,340 shares; 2025Q2: 5,627 shares; 2025Q3: 913 shares; 2025Q4: 2,698 shares 2,698 $1.57M 0.02% +1,785 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,832 shares; 2024Q4: 144,314 shares; 2025Q1: 52,668 shares; 2025Q2: 43,575 shares; 2025Q3: 51,651 shares; 2025Q4: 67,117 shares 67,117 $1.57M 0.02% +15,466 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 12,133 shares; 2025Q4: 70,640 shares 70,640 $1.56M 0.02% +58,507 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 7,110 shares; 2025Q1: 7,158 shares; 2025Q2: 8,011 shares; 2025Q3: 8,061 shares; 2025Q4: 10,334 shares 10,334 $1.56M 0.02% +2,273 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,256 shares; 2024Q4: 26,832 shares; 2025Q1: 32,496 shares; 2025Q2: 34,156 shares; 2025Q3: 34,172 shares; 2025Q4: 44,912 shares 44,912 $1.56M 0.02% +10,740 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,186 shares; 2025Q1: 6,236 shares; 2025Q2: 14,668 shares; 2025Q3: 10,727 shares; 2025Q4: 24,035 shares 24,035 $1.55M 0.02% +13,308 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 6,722 shares 6,722 $1.54M 0.02% +3,811 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,419 shares; 2024Q4: 15,115 shares; 2025Q1: 16,528 shares; 2025Q2: 16,470 shares; 2025Q3: 14,893 shares; 2025Q4: 19,086 shares 19,086 $1.54M 0.02% +4,193 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,507 shares; 2025Q1: 4,824 shares; 2025Q2: 5,048 shares; 2025Q3: 5,282 shares; 2025Q4: 7,720 shares 7,720 $1.53M 0.02% +2,438 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 10,179 shares; 2025Q1: 10,186 shares; 2025Q2: 10,393 shares; 2025Q3: 10,410 shares; 2025Q4: 10,956 shares 10,956 $1.53M 0.02% +546 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 10,290 shares; 2025Q1: 6,487 shares; 2025Q2: 5,832 shares; 2025Q3: 4,740 shares; 2025Q4: 10,627 shares 10,627 $1.53M 0.02% +5,887 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,086 shares; 2025Q1: 7,458 shares; 2025Q2: 8,483 shares; 2025Q3: 12,959 shares; 2025Q4: 14,545 shares 14,545 $1.53M 0.02% +1,586 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,338 shares; 2025Q4: 35,579 shares 35,579 $1.53M 0.02% +22,241 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: 3,475 shares; 2024Q4: 2,681 shares; 2025Q1: 3,066 shares; 2025Q2: not reported; 2025Q3: 9,873 shares; 2025Q4: 19,205 shares 19,205 $1.52M 0.02% +9,332 Timeline ADVISORS INNER CIRCLE FD III ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,198 shares; 2025Q4: 49,017 shares 49,017 $1.52M 0.02% +4,819 YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,852 shares; 2025Q2: 11,467 shares; 2025Q3: 18,987 shares; 2025Q4: 30,024 shares 30,024 $1.52M 0.02% +11,037 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,519 shares; 2024Q4: 30,455 shares; 2025Q1: 30,458 shares; 2025Q2: 35,735 shares; 2025Q3: 36,868 shares; 2025Q4: 50,068 shares 50,068 $1.52M 0.02% +13,200 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 20,224 shares; 2025Q1: 22,426 shares; 2025Q2: 17,315 shares; 2025Q3: 19,511 shares; 2025Q4: 31,683 shares 31,683 $1.51M 0.02% +12,172 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: not reported; 2024Q4: not reported; 2025Q1: 3,327 shares; 2025Q2: 4,305 shares; 2025Q3: 4,532 shares; 2025Q4: 20,388 shares 20,388 $1.51M 0.02% +15,856 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 3,838 shares; 2025Q1: 4,297 shares; 2025Q2: 4,453 shares; 2025Q3: 4,770 shares; 2025Q4: 18,849 shares 18,849 $1.51M 0.02% +14,079 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,397 shares 3,397 $1.51M 0.02% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,746 shares; 2024Q4: 69,756 shares; 2025Q1: 109,074 shares; 2025Q2: 116,886 shares; 2025Q3: 125,672 shares; 2025Q4: 133,802 shares 133,802 $1.51M 0.02% +8,130 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,102 shares; 2025Q1: 7,781 shares; 2025Q2: 6,063 shares; 2025Q3: 5,021 shares; 2025Q4: 5,394 shares 5,394 $1.5M 0.02% +373 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,976 shares 29,976 $1.5M 0.02% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,970 shares; 2024Q4: 77,578 shares; 2025Q1: 80,156 shares; 2025Q2: 82,941 shares; 2025Q3: 69,453 shares; 2025Q4: 74,153 shares 74,153 $1.5M 0.02% +4,700 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,894 shares; 2024Q4: 17,792 shares; 2025Q1: 21,844 shares; 2025Q2: 26,254 shares; 2025Q3: 34,467 shares; 2025Q4: 36,224 shares 36,224 $1.5M 0.02% +1,757 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,429 shares; 2025Q1: 3,001 shares; 2025Q2: 3,904 shares; 2025Q3: 4,417 shares; 2025Q4: 11,517 shares 11,517 $1.48M 0.02% +7,100 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 974 shares; 2025Q1: 962 shares; 2025Q2: 2,232 shares; 2025Q3: 2,363 shares; 2025Q4: 3,811 shares 3,811 $1.48M 0.02% +1,448 Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,071 shares; 2025Q3: 74,731 shares; 2025Q4: 86,065 shares 86,065 $1.48M 0.02% +11,334 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,225 shares; 2024Q4: 61,309 shares; 2025Q1: 58,770 shares; 2025Q2: 53,824 shares; 2025Q3: 58,977 shares; 2025Q4: 64,257 shares 64,257 $1.48M 0.02% +5,280 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 19,697 shares; 2025Q3: 9,745 shares; 2025Q4: 19,485 shares 19,485 $1.47M 0.02% +9,740 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,426 shares; 2025Q1: 3,729 shares; 2025Q2: 3,345 shares; 2025Q3: 3,730 shares; 2025Q4: 5,085 shares 5,085 $1.47M 0.02% +1,355 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: 5,639 shares; 2024Q4: 5,542 shares; 2025Q1: 5,727 shares; 2025Q2: 6,371 shares; 2025Q3: 6,310 shares; 2025Q4: 8,748 shares 8,748 $1.47M 0.02% +2,438 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,659 shares; 2024Q4: 59,871 shares; 2025Q1: 34,764 shares; 2025Q2: 35,443 shares; 2025Q3: 38,402 shares; 2025Q4: 44,812 shares 44,812 $1.46M 0.02% +6,410 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,645 shares; 2024Q4: 108,684 shares; 2025Q1: 119,667 shares; 2025Q2: 122,768 shares; 2025Q3: 127,901 shares; 2025Q4: 133,560 shares 133,560 $1.46M 0.02% +5,659 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,257 shares 35,257 $1.46M 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 4,465 shares; 2025Q1: 5,554 shares; 2025Q2: 9,411 shares; 2025Q3: 6,381 shares; 2025Q4: 9,566 shares 9,566 $1.45M 0.02% +3,185 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,578 shares; 2025Q4: 53,111 shares 53,111 $1.44M 0.02% +41,533 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,028 shares; 2024Q4: 41,260 shares; 2025Q1: 39,220 shares; 2025Q2: 51,502 shares; 2025Q3: 52,884 shares; 2025Q4: 54,931 shares 54,931 $1.44M 0.02% +2,047 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest 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: 57,574 shares 57,574 $1.44M 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: not reported; 2025Q1: 3,834 shares; 2025Q2: 16,287 shares; 2025Q3: 17,111 shares; 2025Q4: 17,218 shares 17,218 $1.44M 0.02% +107 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,822 shares; 2025Q4: 25,435 shares 25,435 $1.43M 0.02% +1,613 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,618 shares; 2024Q4: 23,039 shares; 2025Q1: 29,008 shares; 2025Q2: 31,609 shares; 2025Q3: 34,760 shares; 2025Q4: 32,999 shares 32,999 $1.43M 0.02% -1,761 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 20,512 shares; 2025Q1: 33,537 shares; 2025Q2: 36,658 shares; 2025Q3: 34,145 shares; 2025Q4: 55,134 shares 55,134 $1.4M 0.02% +20,989 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,189 shares; 2025Q1: not reported; 2025Q2: 5,325 shares; 2025Q3: 7,692 shares; 2025Q4: 9,783 shares 9,783 $1.4M 0.02% +2,091 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 15,193 shares; 2025Q1: 18,655 shares; 2025Q2: 22,320 shares; 2025Q3: 23,679 shares; 2025Q4: 27,258 shares 27,258 $1.39M 0.02% +3,579 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,971 shares; 2025Q4: 8,087 shares 8,087 $1.39M 0.02% +6,116 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,967 shares; 2025Q3: 17,415 shares; 2025Q4: 26,341 shares 26,341 $1.38M 0.02% +8,926 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,365 shares; 2024Q4: 16,810 shares; 2025Q1: 31,153 shares; 2025Q2: 32,162 shares; 2025Q3: 31,404 shares; 2025Q4: 34,328 shares 34,328 $1.38M 0.02% +2,924 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,036 shares; 2025Q1: 2,142 shares; 2025Q2: 2,235 shares; 2025Q3: 2,286 shares; 2025Q4: 2,951 shares 2,951 $1.38M 0.02% +665 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,382 shares; 2025Q2: 18,726 shares; 2025Q3: 23,909 shares; 2025Q4: 31,421 shares 31,421 $1.38M 0.02% +7,512 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 7,282 shares; 2025Q1: 7,095 shares; 2025Q2: 5,283 shares; 2025Q3: 5,313 shares; 2025Q4: 9,113 shares 9,113 $1.37M 0.02% +3,800 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,241 shares; 2025Q2: 19,992 shares; 2025Q3: 26,211 shares; 2025Q4: 26,919 shares 26,919 $1.37M 0.02% +708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,440 shares; 2025Q3: 54,263 shares; 2025Q4: 51,668 shares 51,668 $1.37M 0.02% -2,595 Timeline JQUA 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: 5,922 shares; 2025Q4: 21,560 shares 21,560 $1.36M 0.02% +15,638 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: 5,321 shares; 2024Q4: 5,426 shares; 2025Q1: 5,447 shares; 2025Q2: 5,463 shares; 2025Q3: 5,540 shares; 2025Q4: 6,567 shares 6,567 $1.36M 0.02% +1,027 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,920 shares; 2024Q4: 29,214 shares; 2025Q1: 28,729 shares; 2025Q2: 30,853 shares; 2025Q3: 32,947 shares; 2025Q4: 30,472 shares 30,472 $1.35M 0.02% -2,475 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,485 shares; 2024Q4: 27,439 shares; 2025Q1: 34,021 shares; 2025Q2: 35,524 shares; 2025Q3: 35,373 shares; 2025Q4: 25,559 shares 25,559 $1.35M 0.02% -9,814 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,327 shares; 2025Q1: 4,327 shares; 2025Q2: 4,327 shares; 2025Q3: 23,335 shares; 2025Q4: 24,101 shares 24,101 $1.35M 0.02% +766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,014 shares 21,014 $1.35M 0.02% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 3,860 shares; 2025Q1: 4,283 shares; 2025Q2: 4,379 shares; 2025Q3: 4,612 shares; 2025Q4: 5,854 shares 5,854 $1.35M 0.02% +1,242 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,694 shares; 2024Q4: 13,842 shares; 2025Q1: 13,442 shares; 2025Q2: 8,286 shares; 2025Q3: 8,654 shares; 2025Q4: 14,757 shares 14,757 $1.33M 0.02% +6,103 Timeline MNBD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,436 shares; 2025Q4: 51,308 shares 51,308 $1.33M 0.02% +42,872 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,889 shares; 2025Q1: 4,055 shares; 2025Q2: 10,154 shares; 2025Q3: 11,595 shares; 2025Q4: 15,575 shares 15,575 $1.33M 0.02% +3,980 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,473 shares; 2024Q4: 15,305 shares; 2025Q1: 16,775 shares; 2025Q2: 17,001 shares; 2025Q3: 17,790 shares; 2025Q4: 28,634 shares 28,634 $1.33M 0.02% +10,844 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,727 shares; 2024Q4: 23,583 shares; 2025Q1: 35,846 shares; 2025Q2: 27,486 shares; 2025Q3: 25,606 shares; 2025Q4: 29,513 shares 29,513 $1.33M 0.02% +3,907 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,284 shares 13,284 $1.33M 0.02% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,898 shares; 2025Q2: 20,387 shares; 2025Q3: 32,523 shares; 2025Q4: 47,065 shares 47,065 $1.32M 0.02% +14,542 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,990 shares; 2025Q3: 14,953 shares; 2025Q4: 56,462 shares 56,462 $1.32M 0.02% +41,509 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,557 shares; 2025Q4: 4,053 shares 4,053 $1.29M 0.01% +2,496 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,386 shares; 2024Q4: 9,296 shares; 2025Q1: 10,705 shares; 2025Q2: 8,686 shares; 2025Q3: 9,450 shares; 2025Q4: 19,127 shares 19,127 $1.29M 0.01% +9,677 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,084 shares; 2024Q4: 15,287 shares; 2025Q1: 19,876 shares; 2025Q2: 20,108 shares; 2025Q3: 19,471 shares; 2025Q4: 12,807 shares 12,807 $1.29M 0.01% -6,664 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,050 shares; 2025Q2: 80,892 shares; 2025Q3: 88,675 shares; 2025Q4: 92,725 shares 92,725 $1.28M 0.01% +4,050 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 7,544 shares; 2025Q1: 7,081 shares; 2025Q2: 6,766 shares; 2025Q3: 6,886 shares; 2025Q4: 7,848 shares 7,848 $1.28M 0.01% +962 Timeline SHV 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: 10,203 shares; 2024Q4: 10,977 shares; 2025Q1: 10,162 shares; 2025Q2: 9,817 shares; 2025Q3: 9,342 shares; 2025Q4: 11,578 shares 11,578 $1.28M 0.01% +2,236 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: 3,511 shares; 2025Q4: 18,925 shares 18,925 $1.27M 0.01% +15,414 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 5,993 shares; 2025Q1: 9,274 shares; 2025Q2: 11,445 shares; 2025Q3: 11,535 shares; 2025Q4: 19,551 shares 19,551 $1.27M 0.01% +8,016 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 10,879 shares; 2025Q1: 12,771 shares; 2025Q2: 12,536 shares; 2025Q3: 12,314 shares; 2025Q4: 17,149 shares 17,149 $1.27M 0.01% +4,835 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,267 shares; 2024Q4: 18,412 shares; 2025Q1: 13,834 shares; 2025Q2: 16,295 shares; 2025Q3: 9,876 shares; 2025Q4: 11,098 shares 11,098 $1.26M 0.01% +1,222 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,261 shares; 2025Q1: 20,271 shares; 2025Q2: 31,268 shares; 2025Q3: 30,739 shares; 2025Q4: 38,364 shares 38,364 $1.26M 0.01% +7,625 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,447 shares 11,447 $1.24M 0.01% new Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,307 shares 43,307 $1.24M 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,852 shares; 2025Q3: 2,802 shares; 2025Q4: 4,361 shares 4,361 $1.24M 0.01% +1,559 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,619 shares; 2025Q1: 2,894 shares; 2025Q2: 3,764 shares; 2025Q3: 6,169 shares; 2025Q4: 4,481 shares 4,481 $1.23M 0.01% -1,688 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 10,228 shares; 2025Q1: 10,483 shares; 2025Q2: 15,432 shares; 2025Q3: 14,270 shares; 2025Q4: 20,547 shares 20,547 $1.23M 0.01% +6,277 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,853 shares; 2025Q1: 2,031 shares; 2025Q2: 2,339 shares; 2025Q3: 2,479 shares; 2025Q4: 5,408 shares 5,408 $1.23M 0.01% +2,929 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,414 shares; 2025Q2: 8,582 shares; 2025Q3: 8,386 shares; 2025Q4: 25,597 shares 25,597 $1.22M 0.01% +17,211 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,204 shares; 2025Q1: 8,504 shares; 2025Q2: 7,338 shares; 2025Q3: 6,424 shares; 2025Q4: 10,022 shares 10,022 $1.22M 0.01% +3,598 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,030 shares; 2024Q4: 11,450 shares; 2025Q1: 12,581 shares; 2025Q2: 11,314 shares; 2025Q3: 9,915 shares; 2025Q4: 30,147 shares 30,147 $1.22M 0.01% +20,232 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 13,197 shares; 2025Q1: 13,004 shares; 2025Q2: 18,089 shares; 2025Q3: 18,573 shares; 2025Q4: 27,255 shares 27,255 $1.21M 0.01% +8,682 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: 30,056 shares; 2024Q4: 28,310 shares; 2025Q1: 33,079 shares; 2025Q2: 39,440 shares; 2025Q3: 56,950 shares; 2025Q4: 58,993 shares 58,993 $1.21M 0.01% +2,043 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,359 shares; 2025Q4: 34,223 shares 34,223 $1.21M 0.01% +27,864 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,810 shares 14,810 $1.21M 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,072 shares; 2025Q1: 1,461 shares; 2025Q2: 3,636 shares; 2025Q3: 5,280 shares; 2025Q4: 5,345 shares 5,345 $1.21M 0.01% +65 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 9,199 shares; 2025Q1: 9,945 shares; 2025Q2: 9,661 shares; 2025Q3: 11,512 shares; 2025Q4: 15,126 shares 15,126 $1.21M 0.01% +3,614 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,828 shares 88,828 $1.2M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,404 shares 20,404 $1.19M 0.01% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 28,372 shares; 2025Q4: 30,919 shares 30,919 $1.19M 0.01% +2,547 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 5,186 shares; 2025Q2: 5,471 shares; 2025Q3: 9,497 shares; 2025Q4: 12,457 shares 12,457 $1.19M 0.01% +2,960 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 3,287 shares; 2025Q1: 3,719 shares; 2025Q2: 3,700 shares; 2025Q3: 3,653 shares; 2025Q4: 6,491 shares 6,491 $1.18M 0.01% +2,838 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 52,340 shares; 2025Q3: 98,655 shares; 2025Q4: 115,376 shares 115,376 $1.18M 0.01% +16,721 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,232 shares; 2025Q1: 2,900 shares; 2025Q2: 2,943 shares; 2025Q3: 3,049 shares; 2025Q4: 4,117 shares 4,117 $1.18M 0.01% +1,068 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,969 shares 61,969 $1.18M 0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest 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: 61,609 shares 61,609 $1.18M 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,208 shares; 2025Q2: 3,811 shares; 2025Q3: 1,947 shares; 2025Q4: 9,227 shares 9,227 $1.18M 0.01% +7,280 Timeline EEMA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,895 shares; 2025Q3: 6,402 shares; 2025Q4: 12,468 shares 12,468 $1.17M 0.01% +6,066 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 7,377 shares; 2025Q1: 8,011 shares; 2025Q2: 8,335 shares; 2025Q3: 8,788 shares; 2025Q4: 11,797 shares 11,797 $1.17M 0.01% +3,009 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,244 shares; 2024Q4: 27,665 shares; 2025Q1: 21,324 shares; 2025Q2: 20,857 shares; 2025Q3: 20,072 shares; 2025Q4: 22,261 shares 22,261 $1.17M 0.01% +2,189 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,454 shares; 2025Q1: 2,189 shares; 2025Q2: 1,880 shares; 2025Q3: 2,212 shares; 2025Q4: 3,334 shares 3,334 $1.17M 0.01% +1,122 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,026 shares; 2025Q1: 17,168 shares; 2025Q2: 17,580 shares; 2025Q3: 26,943 shares; 2025Q4: 26,613 shares 26,613 $1.16M 0.01% -330 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,663 shares; 2024Q4: 30,858 shares; 2025Q1: 32,348 shares; 2025Q2: 33,440 shares; 2025Q3: 31,357 shares; 2025Q4: 30,695 shares 30,695 $1.16M 0.01% -662 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,881 shares; 2025Q2: 14,419 shares; 2025Q3: 16,200 shares; 2025Q4: 43,457 shares 43,457 $1.16M 0.01% +27,257 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 11,606 shares; 2025Q1: 23,993 shares; 2025Q2: 27,085 shares; 2025Q3: 27,547 shares; 2025Q4: 42,506 shares 42,506 $1.16M 0.01% +14,959 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,102 shares; 2025Q2: 31,832 shares; 2025Q3: 25,710 shares; 2025Q4: 25,909 shares 25,909 $1.15M 0.01% +199 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,282 shares; 2024Q4: 13,084 shares; 2025Q1: 13,398 shares; 2025Q2: 13,581 shares; 2025Q3: 13,028 shares; 2025Q4: 21,593 shares 21,593 $1.15M 0.01% +8,565 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,351 shares 40,351 $1.14M 0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,472 shares; 2024Q4: 4,833 shares; 2025Q1: 23,730 shares; 2025Q2: 33,074 shares; 2025Q3: 25,806 shares; 2025Q4: 23,693 shares 23,693 $1.14M 0.01% -2,113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,344 shares 9,344 $1.14M 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 469 shares; 2025Q1: 394 shares; 2025Q2: 461 shares; 2025Q3: 477 shares; 2025Q4: 527 shares 527 $1.13M 0.01% +50 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,206 shares; 2025Q3: 24,524 shares; 2025Q4: 24,430 shares 24,430 $1.13M 0.01% -94 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 12,311 shares; 2025Q1: 12,770 shares; 2025Q2: 12,961 shares; 2025Q3: 19,914 shares; 2025Q4: 16,744 shares 16,744 $1.12M 0.01% -3,170 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,731 shares; 2025Q1: not reported; 2025Q2: 10,277 shares; 2025Q3: 6,859 shares; 2025Q4: 8,493 shares 8,493 $1.11M 0.01% +1,634 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 2,670 shares; 2025Q1: 11,469 shares; 2025Q2: 13,157 shares; 2025Q3: 12,457 shares; 2025Q4: 13,983 shares 13,983 $1.11M 0.01% +1,526 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 874 shares; 2025Q3: 957 shares; 2025Q4: 2,275 shares 2,275 $1.11M 0.01% +1,318 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 10,287 shares; 2025Q1: 11,720 shares; 2025Q2: 10,403 shares; 2025Q3: 9,326 shares; 2025Q4: 17,724 shares 17,724 $1.11M 0.01% +8,398 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 1,059 shares; 2025Q2: 1,543 shares; 2025Q3: 1,519 shares; 2025Q4: 4,700 shares 4,700 $1.1M 0.01% +3,181 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 927 shares; 2025Q4: 2,939 shares 2,939 $1.1M 0.01% +2,012 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,842 shares; 2025Q2: 6,075 shares; 2025Q3: 7,742 shares; 2025Q4: 14,168 shares 14,168 $1.1M 0.01% +6,426 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,292 shares 4,292 $1.09M 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,591 shares; 2025Q1: 4,192 shares; 2025Q2: 5,678 shares; 2025Q3: 5,792 shares; 2025Q4: 6,702 shares 6,702 $1.09M 0.01% +910 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: not reported; 2024Q4: not reported; 2025Q1: 19,917 shares; 2025Q2: 22,951 shares; 2025Q3: 22,950 shares; 2025Q4: 23,814 shares 23,814 $1.09M 0.01% +864 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,137 shares; 2025Q3: 3,287 shares; 2025Q4: 9,486 shares 9,486 $1.09M 0.01% +6,199 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,926 shares; 2025Q2: 8,200 shares; 2025Q3: 9,103 shares; 2025Q4: 22,658 shares 22,658 $1.09M 0.01% +13,555 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 4,675 shares; 2025Q1: 2,771 shares; 2025Q2: 6,067 shares; 2025Q3: 7,293 shares; 2025Q4: 10,205 shares 10,205 $1.09M 0.01% +2,912 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares; 2025Q4: 6,405 shares 6,405 $1.09M 0.01% +4,799 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,996 shares; 2025Q1: 8,455 shares; 2025Q2: 8,962 shares; 2025Q3: 14,387 shares; 2025Q4: 25,562 shares 25,562 $1.08M 0.01% +11,175 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,137 shares; 2025Q3: 50,579 shares; 2025Q4: 46,010 shares 46,010 $1.08M 0.01% -4,569 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 5,609 shares; 2025Q1: 6,089 shares; 2025Q2: 4,854 shares; 2025Q3: 5,304 shares; 2025Q4: 6,809 shares 6,809 $1.08M 0.01% +1,505 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,722 shares; 2025Q4: 18,302 shares 18,302 $1.08M 0.01% +2,580 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: 711 shares; 2024Q4: 753 shares; 2025Q1: 647 shares; 2025Q2: 748 shares; 2025Q3: 535 shares; 2025Q4: 811 shares 811 $1.08M 0.01% +276 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 6,784 shares; 2025Q2: 7,091 shares; 2025Q3: 5,107 shares; 2025Q4: 10,371 shares 10,371 $1.08M 0.01% +5,264 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,350 shares; 2025Q3: 13,555 shares; 2025Q4: 42,402 shares 42,402 $1.07M 0.01% +28,847 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,747 shares; 2025Q4: 29,677 shares 29,677 $1.07M 0.01% +14,930 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,989 shares; 2025Q2: 5,681 shares; 2025Q3: 6,219 shares; 2025Q4: 6,546 shares 6,546 $1.07M 0.01% +327 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,489 shares; 2025Q1: 2,393 shares; 2025Q2: 2,321 shares; 2025Q3: 2,140 shares; 2025Q4: 3,177 shares 3,177 $1.07M 0.01% +1,037 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,895 shares; 2025Q4: 11,371 shares 11,371 $1.07M 0.01% +1,476 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 6,697 shares; 2025Q1: 7,630 shares; 2025Q2: 7,300 shares; 2025Q3: 7,916 shares; 2025Q4: 22,721 shares 22,721 $1.06M 0.01% +14,805 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,619 shares 11,619 $1.06M 0.01% new Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,904 shares; 2025Q1: 34,168 shares; 2025Q2: 37,638 shares; 2025Q3: 37,712 shares; 2025Q4: 8,008 shares 8,008 $1.06M 0.01% -29,704 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: 8,739 shares; 2024Q4: 21,456 shares; 2025Q1: 18,814 shares; 2025Q2: 43,024 shares; 2025Q3: 42,192 shares; 2025Q4: 43,415 shares 43,415 $1.06M 0.01% +1,223 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,656 shares; 2024Q4: 98,074 shares; 2025Q1: 61,682 shares; 2025Q2: 29,965 shares; 2025Q3: 28,648 shares; 2025Q4: 29,196 shares 29,196 $1.06M 0.01% +548 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: not reported; 2024Q4: not reported; 2025Q1: 5,117 shares; 2025Q2: 5,410 shares; 2025Q3: 5,635 shares; 2025Q4: 12,232 shares 12,232 $1.05M 0.01% +6,597 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 636 shares; 2025Q1: 668 shares; 2025Q2: 1,295 shares; 2025Q3: 1,323 shares; 2025Q4: 2,149 shares 2,149 $1.05M 0.01% +826 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: 9,327 shares; 2024Q4: not reported; 2025Q1: 8,599 shares; 2025Q2: 8,887 shares; 2025Q3: 8,839 shares; 2025Q4: 20,335 shares 20,335 $1.05M 0.01% +11,496 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,294 shares; 2025Q2: 14,478 shares; 2025Q3: 11,246 shares; 2025Q4: 18,469 shares 18,469 $1.05M 0.01% +7,223 Timeline XHYI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 16,982 shares; 2025Q3: 14,449 shares; 2025Q4: 27,380 shares 27,380 $1.05M 0.01% +12,931 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 9,718 shares; 2025Q4: 22,258 shares 22,258 $1.05M 0.01% +12,540 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,319 shares; 2025Q2: 5,562 shares; 2025Q3: 6,285 shares; 2025Q4: 14,297 shares 14,297 $1.05M 0.01% +8,012 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,014 shares; 2025Q1: not reported; 2025Q2: 11,337 shares; 2025Q3: 11,435 shares; 2025Q4: 11,671 shares 11,671 $1.05M 0.01% +236 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 4,884 shares; 2025Q1: 4,477 shares; 2025Q2: 4,239 shares; 2025Q3: 4,458 shares; 2025Q4: 4,796 shares 4,796 $1.04M 0.01% +338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 3,534 shares; 2025Q4: 8,270 shares 8,270 $1.04M 0.01% +4,736 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,538 shares; 2025Q2: 8,995 shares; 2025Q3: 9,954 shares; 2025Q4: 22,076 shares 22,076 $1.04M 0.01% +12,122 Timeline XHYF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 17,147 shares; 2025Q3: 14,578 shares; 2025Q4: 27,374 shares 27,374 $1.04M 0.01% +12,796 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,502 shares; 2024Q4: 11,585 shares; 2025Q1: 13,659 shares; 2025Q2: 19,255 shares; 2025Q3: 18,973 shares; 2025Q4: 19,783 shares 19,783 $1.04M 0.01% +810 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,596 shares; 2025Q3: 2,994 shares; 2025Q4: 14,754 shares 14,754 $1.03M 0.01% +11,760 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,705 shares; 2025Q4: 81,966 shares 81,966 $1.03M 0.01% +47,261 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,795 shares; 2025Q2: 25,667 shares; 2025Q3: 27,054 shares; 2025Q4: 38,087 shares 38,087 $1.03M 0.01% +11,033 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: 24,276 shares; 2024Q4: 15,057 shares; 2025Q1: 14,429 shares; 2025Q2: 28,514 shares; 2025Q3: 33,085 shares; 2025Q4: 58,551 shares 58,551 $1.02M 0.01% +25,466 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,823 shares; 2025Q4: 5,260 shares 5,260 $1.02M 0.01% +3,437 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,578 shares 47,578 $1.02M 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,157 shares; 2025Q1: 2,666 shares; 2025Q2: 2,892 shares; 2025Q3: 2,808 shares; 2025Q4: 4,727 shares 4,727 $1.02M 0.01% +1,919 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 10,172 shares; 2025Q1: 10,412 shares; 2025Q2: 11,046 shares; 2025Q3: 10,656 shares; 2025Q4: 10,932 shares 10,932 $1.01M 0.01% +276 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 404 shares; 2025Q1: 381 shares; 2025Q2: 590 shares; 2025Q3: 576 shares; 2025Q4: 1,000 shares 1,000 $1.01M 0.01% +424 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,341 shares 101,341 $1.01M 0.01% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 2,602 shares; 2025Q4: 11,249 shares 11,249 $1M 0.01% +8,647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,909 shares 20,909 $1M 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,058 shares; 2025Q1: 5,257 shares; 2025Q2: 5,272 shares; 2025Q3: 5,114 shares; 2025Q4: 5,514 shares 5,514 $1M 0.01% +400 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,306 shares; 2025Q3: 17,487 shares; 2025Q4: 19,023 shares 19,023 $999K 0.01% +1,536 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,718 shares; 2024Q4: 12,073 shares; 2025Q1: 14,841 shares; 2025Q2: 16,954 shares; 2025Q3: 14,604 shares; 2025Q4: 26,020 shares 26,020 $999K 0.01% +11,416 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: 5,699 shares; 2024Q4: 5,734 shares; 2025Q1: 4,527 shares; 2025Q2: 4,731 shares; 2025Q3: 3,491 shares; 2025Q4: 6,180 shares 6,180 $994K 0.01% +2,689 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 5,428 shares; 2025Q1: 3,426 shares; 2025Q2: 3,699 shares; 2025Q3: 3,344 shares; 2025Q4: 5,651 shares 5,651 $992K 0.01% +2,307 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,442 shares; 2025Q1: 3,948 shares; 2025Q2: 6,958 shares; 2025Q3: 6,905 shares; 2025Q4: 10,745 shares 10,745 $992K 0.01% +3,840 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,973 shares; 2024Q4: 37,946 shares; 2025Q1: 9,700 shares; 2025Q2: 12,226 shares; 2025Q3: 12,634 shares; 2025Q4: 20,408 shares 20,408 $989K 0.01% +7,774 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,607 shares; 2024Q4: 24,820 shares; 2025Q1: 25,050 shares; 2025Q2: 19,779 shares; 2025Q3: 19,765 shares; 2025Q4: 20,894 shares 20,894 $983K 0.01% +1,129 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 10,707 shares; 2025Q1: 12,106 shares; 2025Q2: 12,100 shares; 2025Q3: 11,287 shares; 2025Q4: 15,811 shares 15,811 $983K 0.01% +4,524 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,978 shares; 2025Q4: 6,231 shares 6,231 $983K 0.01% +253 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 4,357 shares; 2025Q1: 3,767 shares; 2025Q2: 3,983 shares; 2025Q3: 3,491 shares; 2025Q4: 3,205 shares 3,205 $981K 0.01% -286 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 877 shares; 2025Q1: 1,958 shares; 2025Q2: 2,590 shares; 2025Q3: 2,849 shares; 2025Q4: 1,720 shares 1,720 $977K 0.01% -1,129 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: 1,744 shares; 2024Q4: 1,854 shares; 2025Q1: 1,770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,392 shares 4,392 $976K 0.01% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,674 shares; 2025Q4: 21,044 shares 21,044 $974K 0.01% +7,370 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,433 shares; 2025Q1: 7,322 shares; 2025Q2: 7,484 shares; 2025Q3: 7,509 shares; 2025Q4: 7,774 shares 7,774 $974K 0.01% +265 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 842 shares; 2025Q1: 3,282 shares; 2025Q2: 3,419 shares; 2025Q3: 3,412 shares; 2025Q4: 1,905 shares 1,905 $973K 0.01% -1,507 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,626 shares; 2025Q4: 105,270 shares 105,270 $971K 0.01% +60,644 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,138 shares; 2025Q2: 6,981 shares; 2025Q3: 5,393 shares; 2025Q4: 18,987 shares 18,987 $966K 0.01% +13,594 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,702 shares; 2025Q1: 25,625 shares; 2025Q2: 25,625 shares; 2025Q3: 25,052 shares; 2025Q4: 25,492 shares 25,492 $964K 0.01% +440 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,203 shares; 2024Q4: 21,039 shares; 2025Q1: 21,404 shares; 2025Q2: 23,254 shares; 2025Q3: 23,926 shares; 2025Q4: 40,294 shares 40,294 $963K 0.01% +16,368 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 7,510 shares; 2025Q1: 4,778 shares; 2025Q2: 4,662 shares; 2025Q3: 4,591 shares; 2025Q4: 4,559 shares 4,559 $963K 0.01% -32 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,344 shares 35,344 $961K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,376 shares; 2025Q3: 5,451 shares; 2025Q4: 7,445 shares 7,445 $960K 0.01% +1,994 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 8,921 shares; 2025Q1: 8,921 shares; 2025Q2: 8,921 shares; 2025Q3: 8,921 shares; 2025Q4: 17,842 shares 17,842 $958K 0.01% +8,921 Timeline STXE 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: 80,536 shares; 2024Q4: 79,043 shares; 2025Q1: 26,670 shares; 2025Q2: 26,090 shares; 2025Q3: 26,280 shares; 2025Q4: 26,671 shares 26,671 $958K 0.01% +391 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,484 shares 38,484 $957K 0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,502 shares; 2025Q3: 1,648 shares; 2025Q4: 3,724 shares 3,724 $956K 0.01% +2,076 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 908 shares; 2025Q1: 1,495 shares; 2025Q2: 1,691 shares; 2025Q3: 1,573 shares; 2025Q4: 2,033 shares 2,033 $954K 0.01% +460 Timeline BKLC 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: not reported; 2024Q4: 15,987 shares; 2025Q1: 15,758 shares; 2025Q2: 16,918 shares; 2025Q3: 6,258 shares; 2025Q4: 7,248 shares 7,248 $948K 0.01% +990 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,140 shares; 2025Q1: 36,592 shares; 2025Q2: 38,003 shares; 2025Q3: 45,956 shares; 2025Q4: 104,840 shares 104,840 $947K 0.01% +58,884 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,135 shares; 2025Q3: 16,276 shares; 2025Q4: 23,974 shares 23,974 $946K 0.01% +7,698 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS 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: 3,116 shares 3,116 $944K 0.01% new 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: not reported; 2024Q4: 2,562 shares; 2025Q1: 10,939 shares; 2025Q2: 13,110 shares; 2025Q3: 14,324 shares; 2025Q4: 14,789 shares 14,789 $944K 0.01% +465 Timeline BALT 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: 11,270 shares; 2025Q3: 15,110 shares; 2025Q4: 28,142 shares 28,142 $943K 0.01% +13,032 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,934 shares 3,934 $943K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 536 shares; 2025Q1: 479 shares; 2025Q2: 590 shares; 2025Q3: 591 shares; 2025Q4: 1,033 shares 1,033 $936K 0.01% +442 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 6,138 shares; 2025Q1: 5,815 shares; 2025Q2: 8,169 shares; 2025Q3: 9,631 shares; 2025Q4: 10,377 shares 10,377 $934K 0.01% +746 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,613 shares; 2024Q4: 65,494 shares; 2025Q1: 61,713 shares; 2025Q2: 59,951 shares; 2025Q3: 25,295 shares; 2025Q4: 36,003 shares 36,003 $933K 0.01% +10,708 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,531 shares; 2025Q1: 4,663 shares; 2025Q2: 4,729 shares; 2025Q3: 4,612 shares; 2025Q4: 4,492 shares 4,492 $932K 0.01% -120 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 9,135 shares; 2025Q1: 12,338 shares; 2025Q2: 11,705 shares; 2025Q3: 12,386 shares; 2025Q4: 12,844 shares 12,844 $931K 0.01% +458 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: 2,803 shares; 2024Q4: 2,951 shares; 2025Q1: 3,071 shares; 2025Q2: 3,296 shares; 2025Q3: 3,493 shares; 2025Q4: 6,238 shares 6,238 $929K 0.01% +2,745 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,504 shares; 2025Q3: 14,480 shares; 2025Q4: 15,360 shares 15,360 $929K 0.01% +880 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 3,836 shares; 2025Q4: 3,797 shares 3,797 $922K 0.01% -39 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,819 shares 3,819 $918K 0.01% new Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,054 shares; 2024Q4: 13,054 shares; 2025Q1: 13,054 shares; 2025Q2: 13,054 shares; 2025Q3: 13,054 shares; 2025Q4: 26,108 shares 26,108 $917K 0.01% +13,054 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,473 shares; 2024Q4: 15,374 shares; 2025Q1: 20,541 shares; 2025Q2: 18,092 shares; 2025Q3: 16,498 shares; 2025Q4: 15,919 shares 15,919 $915K 0.01% -579 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,594 shares; 2025Q1: 147,108 shares; 2025Q2: 155,302 shares; 2025Q3: 20,436 shares; 2025Q4: 21,636 shares 21,636 $904K 0.01% +1,200 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: not reported; 2025Q2: 3,375 shares; 2025Q3: 3,512 shares; 2025Q4: 8,440 shares 8,440 $904K 0.01% +4,928 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,003 shares; 2025Q4: 17,420 shares 17,420 $904K 0.01% +13,417 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,398 shares; 2024Q4: 19,139 shares; 2025Q1: 8,008 shares; 2025Q2: 4,157 shares; 2025Q3: 3,873 shares; 2025Q4: 5,356 shares 5,356 $901K 0.01% +1,483 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: 1,611 shares; 2024Q4: 1,701 shares; 2025Q1: 2,277 shares; 2025Q2: 2,455 shares; 2025Q3: 2,549 shares; 2025Q4: 4,408 shares 4,408 $901K 0.01% +1,859 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 11,531 shares; 2025Q1: 16,853 shares; 2025Q2: 16,891 shares; 2025Q3: 14,772 shares; 2025Q4: 13,967 shares 13,967 $899K 0.01% -805 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: 26,720 shares; 2024Q4: 27,520 shares; 2025Q1: 27,810 shares; 2025Q2: 18,694 shares; 2025Q3: 14,375 shares; 2025Q4: 18,747 shares 18,747 $899K 0.01% +4,372 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,935 shares 22,935 $899K 0.01% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,098 shares 12,098 $890K 0.01% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,826 shares; 2025Q1: 2,826 shares; 2025Q2: 2,726 shares; 2025Q3: 8,000 shares; 2025Q4: 8,760 shares 8,760 $890K 0.01% +760 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,969 shares; 2024Q4: 13,138 shares; 2025Q1: 16,857 shares; 2025Q2: 20,698 shares; 2025Q3: 20,944 shares; 2025Q4: 18,037 shares 18,037 $885K 0.01% -2,907 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: 1,063 shares; 2024Q4: 1,064 shares; 2025Q1: 965 shares; 2025Q2: 982 shares; 2025Q3: 885 shares; 2025Q4: 2,472 shares 2,472 $883K 0.01% +1,587 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,505 shares; 2025Q1: 6,480 shares; 2025Q2: 8,529 shares; 2025Q3: 7,635 shares; 2025Q4: 10,752 shares 10,752 $882K 0.01% +3,117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: 2,754 shares 2,754 $881K 0.01% +1,336 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 1,715 shares; 2025Q1: 3,911 shares; 2025Q2: 4,255 shares; 2025Q3: 3,828 shares; 2025Q4: 4,533 shares 4,533 $878K 0.01% +705 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,816 shares; 2025Q1: 15,076 shares; 2025Q2: 17,261 shares; 2025Q3: 18,323 shares; 2025Q4: 19,820 shares 19,820 $875K 0.01% +1,497 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: not reported; 2024Q4: not reported; 2025Q1: 8,073 shares; 2025Q2: 11,123 shares; 2025Q3: 10,907 shares; 2025Q4: 19,209 shares 19,209 $875K 0.01% +8,302 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,254 shares; 2025Q4: 7,796 shares 7,796 $872K 0.01% +4,542 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,347 shares; 2024Q4: 10,320 shares; 2025Q1: 14,597 shares; 2025Q2: 13,339 shares; 2025Q3: 14,899 shares; 2025Q4: 24,021 shares 24,021 $871K 0.01% +9,122 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 5,135 shares; 2025Q1: 5,461 shares; 2025Q2: 10,643 shares; 2025Q3: 6,619 shares; 2025Q4: 7,161 shares 7,161 $871K 0.01% +542 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,019 shares; 2025Q2: 2,875 shares; 2025Q3: 3,751 shares; 2025Q4: 4,394 shares 4,394 $866K 0.01% +643 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,526 shares; 2024Q4: 27,859 shares; 2025Q1: 40,559 shares; 2025Q2: 41,523 shares; 2025Q3: 41,669 shares; 2025Q4: 42,594 shares 42,594 $863K 0.01% +925 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: 5,228 shares; 2024Q4: 7,258 shares; 2025Q1: 18,737 shares; 2025Q2: 12,468 shares; 2025Q3: 30,501 shares; 2025Q4: 10,643 shares 10,643 $862K 0.01% -19,858 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,670 shares; 2025Q4: 11,431 shares 11,431 $860K 0.01% +6,761 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,648 shares; 2025Q2: 5,170 shares; 2025Q3: 5,631 shares; 2025Q4: 10,744 shares 10,744 $860K 0.01% +5,113 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,354 shares 8,354 $859K 0.01% new Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,732 shares 16,732 $853K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,016 shares 13,016 $852K 0.01% new 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: 452 shares; 2024Q4: 484 shares; 2025Q1: 458 shares; 2025Q2: 433 shares; 2025Q3: 448 shares; 2025Q4: 1,480 shares 1,480 $849K 0.01% +1,032 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,042 shares; 2025Q4: 25,206 shares 25,206 $849K 0.01% +164 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,051 shares; 2025Q2: 12,055 shares; 2025Q3: not reported; 2025Q4: 48,785 shares 48,785 $846K 0.01% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,023 shares; 2025Q2: 5,423 shares; 2025Q3: 8,376 shares; 2025Q4: 8,798 shares 8,798 $844K 0.01% +422 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,741 shares; 2024Q4: 26,710 shares; 2025Q1: 29,975 shares; 2025Q2: 30,476 shares; 2025Q3: 34,530 shares; 2025Q4: 36,328 shares 36,328 $844K 0.01% +1,798 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,229 shares; 2025Q1: 32,818 shares; 2025Q2: 24,480 shares; 2025Q3: 24,040 shares; 2025Q4: 28,751 shares 28,751 $842K 0.01% +4,711 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,316 shares; 2024Q4: 15,255 shares; 2025Q1: 15,511 shares; 2025Q2: 15,188 shares; 2025Q3: 20,595 shares; 2025Q4: 40,406 shares 40,406 $841K 0.01% +19,811 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,238 shares; 2024Q4: 47,318 shares; 2025Q1: 71,670 shares; 2025Q2: 89,363 shares; 2025Q3: 91,163 shares; 2025Q4: 92,663 shares 92,663 $840K 0.01% +1,500 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 7,792 shares; 2025Q1: 8,123 shares; 2025Q2: 8,884 shares; 2025Q3: 9,092 shares; 2025Q4: 18,716 shares 18,716 $838K 0.01% +9,624 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 46,782 shares 46,782 $834K 0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,115 shares; 2025Q2: 9,618 shares; 2025Q3: 10,789 shares; 2025Q4: 24,998 shares 24,998 $833K 0.01% +14,209 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,057 shares; 2025Q2: 7,422 shares; 2025Q3: 8,478 shares; 2025Q4: 18,071 shares 18,071 $832K 0.01% +9,593 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819 shares; 2025Q4: 4,338 shares 4,338 $832K 0.01% +2,519 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 979 shares; 2025Q4: 1,332 shares 1,332 $830K 0.01% +353 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,620 shares; 2024Q4: 47,704 shares; 2025Q1: 7,312 shares; 2025Q2: 8,715 shares; 2025Q3: 8,974 shares; 2025Q4: 14,608 shares 14,608 $827K 0.01% +5,634 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 2,509 shares; 2025Q3: 2,744 shares; 2025Q4: 3,296 shares 3,296 $827K 0.01% +552 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 8,996 shares 8,996 $824K 0.01% +6,678 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,585 shares; 2025Q1: 6,626 shares; 2025Q2: 6,767 shares; 2025Q3: 6,732 shares; 2025Q4: 6,067 shares 6,067 $823K 0.01% -665 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: 2,484 shares; 2024Q4: 3,523 shares; 2025Q1: 5,990 shares; 2025Q2: 8,123 shares; 2025Q3: 7,242 shares; 2025Q4: 11,096 shares 11,096 $817K 0.01% +3,854 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 6,270 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares; 2025Q3: 6,346 shares; 2025Q4: 6,416 shares 6,416 $816K 0.01% +70 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,172 shares; 2025Q2: 1,448 shares; 2025Q3: 1,456 shares; 2025Q4: 2,197 shares 2,197 $812K 0.01% +741 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,683 shares 36,683 $811K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,639 shares; 2025Q1: 6,581 shares; 2025Q2: 7,366 shares; 2025Q3: 9,087 shares; 2025Q4: 9,247 shares 9,247 $808K 0.01% +160 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,264 shares; 2025Q1: 3,447 shares; 2025Q2: 5,912 shares; 2025Q3: 5,647 shares; 2025Q4: 9,631 shares 9,631 $808K 0.01% +3,984 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,375 shares; 2025Q1: 2,966 shares; 2025Q2: 2,583 shares; 2025Q3: 2,557 shares; 2025Q4: 3,582 shares 3,582 $801K 0.01% +1,025 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,271 shares; 2024Q4: 16,974 shares; 2025Q1: 16,499 shares; 2025Q2: 9,383 shares; 2025Q3: 8,977 shares; 2025Q4: 9,298 shares 9,298 $801K 0.01% +321 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 6,500 shares; 2025Q2: 7,236 shares; 2025Q3: 2,940 shares; 2025Q4: 8,004 shares 8,004 $800K 0.01% +5,064 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,089 shares; 2025Q2: 1,051 shares; 2025Q3: 939 shares; 2025Q4: 1,640 shares 1,640 $797K 0.01% +701 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,231 shares; 2025Q3: 12,903 shares; 2025Q4: 13,093 shares 13,093 $793K 0.01% +190 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,716 shares; 2024Q4: 43,468 shares; 2025Q1: 43,090 shares; 2025Q2: 43,090 shares; 2025Q3: 33,590 shares; 2025Q4: 39,530 shares 39,530 $792K 0.01% +5,940 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 6,060 shares; 2025Q1: 5,711 shares; 2025Q2: 6,714 shares; 2025Q3: 6,328 shares; 2025Q4: 8,899 shares 8,899 $791K 0.01% +2,571 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,500 shares 40,500 $789K 0.01% new Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,405 shares 10,405 $787K 0.01% new Timeline RWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,461 shares 17,461 $786K 0.01% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,988 shares; 2025Q3: 18,931 shares; 2025Q4: 20,086 shares 20,086 $786K 0.01% +1,155 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,562 shares; 2025Q4: 15,678 shares 15,678 $782K 0.01% +8,116 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,297 shares; 2024Q4: 18,224 shares; 2025Q1: 22,140 shares; 2025Q2: 23,452 shares; 2025Q3: 21,900 shares; 2025Q4: 22,700 shares 22,700 $782K 0.01% +800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,511 shares 40,511 $778K 0.01% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,719 shares; 2025Q1: 6,563 shares; 2025Q2: 6,774 shares; 2025Q3: 6,792 shares; 2025Q4: 6,912 shares 6,912 $773K 0.01% +120 Timeline FLTR 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: 35,231 shares; 2025Q3: 35,239 shares; 2025Q4: 30,270 shares 30,270 $771K 0.01% -4,969 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,119 shares; 2025Q4: 12,616 shares 12,616 $771K 0.01% +7,497 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: 3,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 4,376 shares 4,376 $770K 0.01% +2,804 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,701 shares; 2025Q2: 3,566 shares; 2025Q3: 3,916 shares; 2025Q4: 7,644 shares 7,644 $767K 0.01% +3,728 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: not reported; 2025Q3: 2,103 shares; 2025Q4: 4,860 shares 4,860 $767K 0.01% +2,757 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,897 shares; 2025Q4: 18,837 shares 18,837 $767K 0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,324 shares 9,324 $764K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,782 shares; 2025Q2: 5,107 shares; 2025Q3: 2,451 shares; 2025Q4: 3,909 shares 3,909 $763K 0.01% +1,458 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: not reported; 2024Q4: not reported; 2025Q1: 11,492 shares; 2025Q2: 12,456 shares; 2025Q3: 13,681 shares; 2025Q4: 19,888 shares 19,888 $763K 0.01% +6,207 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,353 shares; 2025Q4: 20,546 shares 20,546 $760K 0.01% +193 Timeline PULS 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: 5,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,748 shares; 2025Q3: 9,331 shares; 2025Q4: 15,331 shares 15,331 $760K 0.01% +6,000 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,389 shares; 2025Q1: 4,181 shares; 2025Q2: 4,260 shares; 2025Q3: 4,194 shares; 2025Q4: 4,103 shares 4,103 $759K 0.01% -91 Timeline IWS 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: 1,625 shares; 2024Q4: 1,599 shares; 2025Q1: 1,590 shares; 2025Q2: 2,888 shares; 2025Q3: 3,401 shares; 2025Q4: 5,344 shares 5,344 $754K 0.01% +1,943 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,458 shares; 2024Q4: 63,481 shares; 2025Q1: 66,604 shares; 2025Q2: 44,456 shares; 2025Q3: 78,855 shares; 2025Q4: 103,052 shares 103,052 $753K 0.01% +24,197 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,493 shares; 2024Q4: 10,381 shares; 2025Q1: 9,818 shares; 2025Q2: 10,009 shares; 2025Q3: 9,523 shares; 2025Q4: 16,903 shares 16,903 $752K 0.01% +7,380 Timeline UCON 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: 16,985 shares; 2024Q4: 16,536 shares; 2025Q1: 18,829 shares; 2025Q2: 27,319 shares; 2025Q3: 30,406 shares; 2025Q4: 29,798 shares 29,798 $750K 0.01% -608 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,110 shares; 2025Q2: 5,043 shares; 2025Q3: 7,259 shares; 2025Q4: 7,641 shares 7,641 $748K 0.01% +382 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,133 shares; 2025Q2: 6,210 shares; 2025Q3: 8,000 shares; 2025Q4: 17,207 shares 17,207 $746K 0.01% +9,207 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,516 shares; 2025Q3: 14,354 shares; 2025Q4: 14,264 shares 14,264 $742K 0.01% -90 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS 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: 18,205 shares; 2025Q2: 18,917 shares; 2025Q3: 21,664 shares; 2025Q4: 52,441 shares 52,441 $742K 0.01% +30,777 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,067 shares; 2025Q1: 52,222 shares; 2025Q2: 15,860 shares; 2025Q3: 15,286 shares; 2025Q4: 15,016 shares 15,016 $740K 0.01% -270 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,242 shares; 2025Q2: 6,268 shares; 2025Q3: 6,312 shares; 2025Q4: 6,424 shares 6,424 $739K 0.01% +112 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,983 shares; 2025Q4: 16,409 shares 16,409 $737K 0.01% +426 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 5,128 shares 5,128 $736K 0.01% +2,611 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: 1,919 shares; 2024Q4: 1,811 shares; 2025Q1: 2,167 shares; 2025Q2: 2,226 shares; 2025Q3: 2,306 shares; 2025Q4: 3,052 shares 3,052 $735K 0.01% +746 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: 3,727 shares; 2024Q4: 11,896 shares; 2025Q1: 7,204 shares; 2025Q2: 6,232 shares; 2025Q3: 7,690 shares; 2025Q4: 7,609 shares 7,609 $733K 0.01% -81 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,073 shares; 2025Q2: 5,729 shares; 2025Q3: 16,029 shares; 2025Q4: 16,000 shares 16,000 $730K 0.01% -29 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,407 shares 10,407 $726K 0.01% new Timeline NFRA 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: not reported; 2024Q4: not reported; 2025Q1: 6,305 shares; 2025Q2: 10,495 shares; 2025Q3: 10,492 shares; 2025Q4: 11,992 shares 11,992 $726K 0.01% +1,500 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,624 shares; 2024Q4: 21,347 shares; 2025Q1: 20,060 shares; 2025Q2: 12,953 shares; 2025Q3: not reported; 2025Q4: 10,210 shares 10,210 $725K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,258 shares; 2025Q2: 5,113 shares; 2025Q3: 5,284 shares; 2025Q4: 11,372 shares 11,372 $722K 0.01% +6,088 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 5,544 shares; 2025Q1: 6,403 shares; 2025Q2: 6,684 shares; 2025Q3: 5,088 shares; 2025Q4: 8,937 shares 8,937 $722K 0.01% +3,849 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: 9,492 shares; 2024Q4: 41,905 shares; 2025Q1: 62,760 shares; 2025Q2: 73,310 shares; 2025Q3: 22,312 shares; 2025Q4: 25,632 shares 25,632 $721K 0.01% +3,320 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,217 shares; 2025Q1: 2,090 shares; 2025Q2: 2,218 shares; 2025Q3: 2,527 shares; 2025Q4: 4,148 shares 4,148 $720K 0.01% +1,621 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,501 shares; 2024Q4: 35,213 shares; 2025Q1: 38,623 shares; 2025Q2: 63,136 shares; 2025Q3: 73,335 shares; 2025Q4: 71,915 shares 71,915 $718K 0.01% -1,420 Timeline JPEF 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: 3,024 shares; 2025Q1: 4,965 shares; 2025Q2: 7,136 shares; 2025Q3: 7,317 shares; 2025Q4: 9,613 shares 9,613 $718K 0.01% +2,296 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,598 shares; 2024Q4: 15,935 shares; 2025Q1: 19,317 shares; 2025Q2: 19,128 shares; 2025Q3: 15,854 shares; 2025Q4: 7,383 shares 7,383 $718K 0.01% -8,471 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,598 shares 8,598 $717K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,867 shares; 2025Q1: 2,304 shares; 2025Q2: 2,451 shares; 2025Q3: 2,700 shares; 2025Q4: 3,527 shares 3,527 $716K 0.01% +827 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,285 shares; 2024Q4: 42,061 shares; 2025Q1: 21,193 shares; 2025Q2: 24,566 shares; 2025Q3: 24,670 shares; 2025Q4: 33,027 shares 33,027 $715K 0.01% +8,357 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,644 shares; 2024Q4: 17,083 shares; 2025Q1: 14,920 shares; 2025Q2: 16,776 shares; 2025Q3: 14,031 shares; 2025Q4: 11,838 shares 11,838 $715K 0.01% -2,193 Timeline XMVTX BLACKROCK MUNIVEST FUND II More: the full row for BLACKROCK MUNIVEST FUND II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,100 shares; 2024Q4: 77,100 shares; 2025Q1: 81,100 shares; 2025Q2: 83,100 shares; 2025Q3: 83,100 shares; 2025Q4: 66,100 shares 66,100 $715K 0.01% -17,000 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,533 shares; 2024Q4: 68,279 shares; 2025Q1: 84,404 shares; 2025Q2: 84,404 shares; 2025Q3: 103,179 shares; 2025Q4: 113,191 shares 113,191 $711K 0.01% +10,012 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,790 shares 26,790 $708K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,422 shares; 2025Q2: 7,109 shares; 2025Q3: 7,053 shares; 2025Q4: 11,022 shares 11,022 $706K 0.01% +3,969 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 3,085 shares; 2025Q1: 3,638 shares; 2025Q2: 3,741 shares; 2025Q3: 3,214 shares; 2025Q4: 5,322 shares 5,322 $704K 0.01% +2,108 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,497 shares; 2024Q4: not reported; 2025Q1: 3,591 shares; 2025Q2: 4,902 shares; 2025Q3: 5,102 shares; 2025Q4: 6,173 shares 6,173 $702K 0.01% +1,071 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,782 shares 32,782 $701K 0.01% new Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,309 shares; 2025Q2: 10,004 shares; 2025Q3: 11,172 shares; 2025Q4: 25,957 shares 25,957 $701K 0.01% +14,785 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,689 shares; 2025Q3: 13,565 shares; 2025Q4: 14,169 shares 14,169 $701K 0.01% +604 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,384 shares; 2025Q2: 2,775 shares; 2025Q3: 2,909 shares; 2025Q4: 3,928 shares 3,928 $700K 0.01% +1,019 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,149 shares; 2025Q2: 10,134 shares; 2025Q3: 11,164 shares; 2025Q4: 15,083 shares 15,083 $698K 0.01% +3,919 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,120 shares 12,120 $698K 0.01% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,054 shares; 2024Q4: 7,524 shares; 2025Q1: 8,930 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 14,469 shares 14,469 $697K 0.01% +5,657 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 1,135 shares; 2025Q1: 1,206 shares; 2025Q2: 1,106 shares; 2025Q3: 1,146 shares; 2025Q4: 2,157 shares 2,157 $697K 0.01% +1,011 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,699 shares; 2025Q3: 3,180 shares; 2025Q4: 7,990 shares 7,990 $696K 0.01% +4,810 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,773 shares; 2025Q4: 5,851 shares 5,851 $695K 0.01% +78 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,192 shares 28,192 $694K 0.01% new Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,177 shares 33,177 $693K 0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,373 shares; 2025Q2: 5,001 shares; 2025Q3: 5,371 shares; 2025Q4: 5,461 shares 5,461 $692K 0.01% +90 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,814 shares; 2025Q2: 2,578 shares; 2025Q3: 2,849 shares; 2025Q4: 6,854 shares 6,854 $690K 0.01% +4,005 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,408 shares; 2025Q3: 6,661 shares; 2025Q4: 8,051 shares 8,051 $687K 0.01% +1,390 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,148 shares; 2025Q1: 16,368 shares; 2025Q2: 16,368 shares; 2025Q3: 16,051 shares; 2025Q4: 15,448 shares 15,448 $687K 0.01% -603 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,785 shares; 2025Q1: 7,785 shares; 2025Q2: 7,785 shares; 2025Q3: 15,145 shares; 2025Q4: 14,460 shares 14,460 $686K 0.01% -685 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,263 shares; 2025Q4: 3,930 shares 3,930 $684K 0.01% +1,667 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: 34,837 shares; 2024Q4: 32,111 shares; 2025Q1: 11,265 shares; 2025Q2: not reported; 2025Q3: 49,185 shares; 2025Q4: 48,687 shares 48,687 $683K 0.01% -498 Timeline