LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,697 shares; 2025Q1: 3,908 shares; 2025Q2: 4,121 shares; 2025Q3: 4,211 shares; 2025Q4: 3,910 shares 3,910 $1.15M 0.03% -301 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,904 shares; 2024Q4: 74,098 shares; 2025Q1: 103,896 shares; 2025Q2: 89,200 shares; 2025Q3: 68,577 shares; 2025Q4: 54,330 shares 54,330 $1.15M 0.03% -14,247 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 8,531 shares; 2025Q1: 4,527 shares; 2025Q2: 8,075 shares; 2025Q3: 6,676 shares; 2025Q4: 7,074 shares 7,074 $1.14M 0.03% +398 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 7,315 shares; 2025Q1: 8,446 shares; 2025Q2: 25,973 shares; 2025Q3: 25,049 shares; 2025Q4: 24,495 shares 24,495 $1.14M 0.03% -554 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,174 shares; 2024Q4: 16,623 shares; 2025Q1: 16,509 shares; 2025Q2: 16,488 shares; 2025Q3: 17,455 shares; 2025Q4: 18,207 shares 18,207 $1.14M 0.03% +752 Timeline FINX 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: 46,473 shares; 2024Q4: 37,790 shares; 2025Q1: 49,099 shares; 2025Q2: 48,591 shares; 2025Q3: 37,000 shares; 2025Q4: 38,564 shares 38,564 $1.13M 0.03% +1,564 Timeline JEMA 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: 23,593 shares; 2024Q4: 23,336 shares; 2025Q1: 22,152 shares; 2025Q2: 21,413 shares; 2025Q3: 19,455 shares; 2025Q4: 23,098 shares 23,098 $1.13M 0.03% +3,643 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,064 shares; 2025Q3: 35,280 shares; 2025Q4: 35,274 shares 35,274 $1.13M 0.03% -6 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 12,181 shares; 2025Q1: 11,011 shares; 2025Q2: 24,209 shares; 2025Q3: 34,559 shares; 2025Q4: 43,020 shares 43,020 $1.13M 0.03% +8,461 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,019 shares; 2025Q2: 98,874 shares; 2025Q3: 97,033 shares; 2025Q4: 50,840 shares 50,840 $1.13M 0.03% -46,193 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: 75,855 shares; 2024Q4: 77,262 shares; 2025Q1: 5,657 shares; 2025Q2: 4,523 shares; 2025Q3: 16,464 shares; 2025Q4: 21,401 shares 21,401 $1.13M 0.03% +4,937 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,544 shares; 2024Q4: 24,488 shares; 2025Q1: 17,711 shares; 2025Q2: 30,655 shares; 2025Q3: 31,241 shares; 2025Q4: 26,878 shares 26,878 $1.13M 0.03% -4,363 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,073 shares; 2025Q1: 3,364 shares; 2025Q2: 3,761 shares; 2025Q3: 3,441 shares; 2025Q4: 3,255 shares 3,255 $1.12M 0.03% -186 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,804 shares 22,804 $1.12M 0.03% new 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: 21,782 shares; 2024Q4: 24,289 shares; 2025Q1: 20,840 shares; 2025Q2: 20,767 shares; 2025Q3: 20,669 shares; 2025Q4: 26,695 shares 26,695 $1.12M 0.03% +6,026 Timeline DXUV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,657 shares 18,657 $1.12M 0.03% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 9,615 shares; 2025Q1: 7,900 shares; 2025Q2: 10,920 shares; 2025Q3: 8,258 shares; 2025Q4: 8,557 shares 8,557 $1.11M 0.03% +299 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 5,708 shares; 2025Q1: 5,645 shares; 2025Q2: 6,099 shares; 2025Q3: 2,980 shares; 2025Q4: 3,293 shares 3,293 $1.11M 0.03% +313 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: 10,025 shares; 2024Q4: 10,060 shares; 2025Q1: 9,941 shares; 2025Q2: 9,954 shares; 2025Q3: 9,927 shares; 2025Q4: 10,534 shares 10,534 $1.11M 0.03% +607 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,380 shares; 2025Q1: 3,148 shares; 2025Q2: 3,490 shares; 2025Q3: 3,194 shares; 2025Q4: 3,284 shares 3,284 $1.11M 0.03% +90 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: 22,390 shares; 2024Q4: 33,971 shares; 2025Q1: 33,910 shares; 2025Q2: 33,172 shares; 2025Q3: 32,521 shares; 2025Q4: 26,716 shares 26,716 $1.1M 0.03% -5,805 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 8,490 shares; 2025Q1: 7,890 shares; 2025Q2: 7,808 shares; 2025Q3: 44,050 shares; 2025Q4: 45,317 shares 45,317 $1.1M 0.03% +1,267 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: 5,565 shares; 2024Q4: 5,988 shares; 2025Q1: 15,626 shares; 2025Q2: 23,366 shares; 2025Q3: 19,883 shares; 2025Q4: 20,533 shares 20,533 $1.09M 0.03% +650 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 5,084 shares; 2025Q1: 5,416 shares; 2025Q2: 5,437 shares; 2025Q3: 4,587 shares; 2025Q4: 4,318 shares 4,318 $1.08M 0.03% -269 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,908 shares; 2024Q4: 12,507 shares; 2025Q1: 15,094 shares; 2025Q2: 16,425 shares; 2025Q3: 20,805 shares; 2025Q4: 19,806 shares 19,806 $1.07M 0.03% -999 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,328 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,603 shares; 2025Q3: 24,293 shares; 2025Q4: 23,458 shares 23,458 $1.07M 0.03% -835 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,356 shares 41,356 $1.07M 0.03% new Timeline SDVY 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: 47,893 shares; 2024Q4: 43,695 shares; 2025Q1: 39,659 shares; 2025Q2: 38,931 shares; 2025Q3: 25,702 shares; 2025Q4: 27,886 shares 27,886 $1.07M 0.03% +2,184 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,220 shares; 2025Q2: 13,680 shares; 2025Q3: 14,066 shares; 2025Q4: 14,230 shares 14,230 $1.07M 0.03% +164 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 10,156 shares; 2025Q1: 14,499 shares; 2025Q2: 14,587 shares; 2025Q3: 14,664 shares; 2025Q4: 12,657 shares 12,657 $1.07M 0.03% -2,007 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,010 shares; 2025Q4: 50,874 shares 50,874 $1.06M 0.03% -2,136 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,868 shares; 2025Q4: 49,775 shares 49,775 $1.06M 0.03% -2,093 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 13,818 shares; 2025Q1: 20,656 shares; 2025Q2: 30,001 shares; 2025Q3: 26,830 shares; 2025Q4: 24,681 shares 24,681 $1.05M 0.03% -2,149 Timeline MGK 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: 4,971 shares; 2024Q4: 1,852 shares; 2025Q1: 1,428 shares; 2025Q2: 1,628 shares; 2025Q3: 1,951 shares; 2025Q4: 2,554 shares 2,554 $1.05M 0.03% +603 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,744 shares; 2025Q3: 2,767 shares; 2025Q4: 2,523 shares 2,523 $1.05M 0.03% -244 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 28,103 shares; 2025Q1: 28,103 shares; 2025Q2: 24,443 shares; 2025Q3: 24,315 shares; 2025Q4: 26,625 shares 26,625 $1.05M 0.03% +2,310 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,721 shares; 2024Q4: 39,733 shares; 2025Q1: 35,847 shares; 2025Q2: 44,257 shares; 2025Q3: 37,852 shares; 2025Q4: 30,875 shares 30,875 $1.04M 0.03% -6,977 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,022 shares; 2025Q4: 32,012 shares 32,012 $1.04M 0.03% +990 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,731 shares; 2024Q4: 24,615 shares; 2025Q1: 24,346 shares; 2025Q2: 23,843 shares; 2025Q3: 20,818 shares; 2025Q4: 20,801 shares 20,801 $1.04M 0.03% -17 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,176 shares; 2024Q4: 31,055 shares; 2025Q1: 34,787 shares; 2025Q2: 35,085 shares; 2025Q3: 29,761 shares; 2025Q4: 28,399 shares 28,399 $1.04M 0.03% -1,362 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,559 shares; 2025Q1: 6,232 shares; 2025Q2: 8,244 shares; 2025Q3: 9,150 shares; 2025Q4: 10,401 shares 10,401 $1.04M 0.03% +1,251 Timeline SDY 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: 7,084 shares; 2024Q4: 6,395 shares; 2025Q1: 5,980 shares; 2025Q2: 6,912 shares; 2025Q3: 7,184 shares; 2025Q4: 7,449 shares 7,449 $1.04M 0.03% +265 Timeline MLN 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: 58,148 shares; 2024Q4: 60,383 shares; 2025Q1: 60,995 shares; 2025Q2: 44,676 shares; 2025Q3: 57,653 shares; 2025Q4: 59,115 shares 59,115 $1.04M 0.03% +1,462 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,352 shares; 2024Q4: 15,768 shares; 2025Q1: 4,407 shares; 2025Q2: 44,894 shares; 2025Q3: 13,363 shares; 2025Q4: 17,425 shares 17,425 $1.03M 0.03% +4,062 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,908 shares; 2025Q1: not reported; 2025Q2: 35,084 shares; 2025Q3: 27,716 shares; 2025Q4: 26,226 shares 26,226 $1.03M 0.03% -1,490 Timeline RDVI 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: 48,173 shares; 2024Q4: 48,230 shares; 2025Q1: 48,833 shares; 2025Q2: 37,076 shares; 2025Q3: 24,344 shares; 2025Q4: 39,317 shares 39,317 $1.03M 0.03% +14,973 Timeline ITA 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: 1,739 shares; 2024Q4: 3,111 shares; 2025Q1: 3,397 shares; 2025Q2: 3,607 shares; 2025Q3: 4,275 shares; 2025Q4: 4,791 shares 4,791 $1.03M 0.02% +516 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,017 shares; 2025Q3: 21,054 shares; 2025Q4: 21,111 shares 21,111 $1.03M 0.02% +57 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,978 shares; 2024Q4: 24,533 shares; 2025Q1: 29,247 shares; 2025Q2: 30,659 shares; 2025Q3: 33,122 shares; 2025Q4: 16,131 shares 16,131 $1.03M 0.02% -16,991 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,817 shares; 2024Q4: 28,173 shares; 2025Q1: 131,595 shares; 2025Q2: 126,521 shares; 2025Q3: 61,163 shares; 2025Q4: 18,136 shares 18,136 $1.03M 0.02% -43,027 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,973 shares; 2024Q4: 32,126 shares; 2025Q1: 41,090 shares; 2025Q2: 44,418 shares; 2025Q3: 35,774 shares; 2025Q4: 37,715 shares 37,715 $1.02M 0.02% +1,941 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,117 shares; 2025Q1: 1,207 shares; 2025Q2: 1,386 shares; 2025Q3: 1,244 shares; 2025Q4: 1,162 shares 1,162 $1.02M 0.02% -82 Timeline FBND 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: 18,273 shares; 2024Q4: 20,960 shares; 2025Q1: 19,753 shares; 2025Q2: 15,789 shares; 2025Q3: 15,314 shares; 2025Q4: 22,169 shares 22,169 $1.02M 0.02% +6,855 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 7,433 shares; 2025Q3: 6,497 shares; 2025Q4: 6,792 shares 6,792 $1.02M 0.02% +295 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: 21,251 shares; 2024Q4: 20,624 shares; 2025Q1: 20,196 shares; 2025Q2: 19,819 shares; 2025Q3: 19,218 shares; 2025Q4: 23,382 shares 23,382 $1.01M 0.02% +4,164 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: 19,780 shares; 2025Q1: 4,302 shares; 2025Q2: 9,808 shares; 2025Q3: 10,355 shares; 2025Q4: 11,512 shares 11,512 $1M 0.02% +1,157 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,495 shares; 2025Q3: 28,836 shares; 2025Q4: 30,745 shares 30,745 $998K 0.02% +1,909 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: 36,878 shares; 2024Q4: 31,494 shares; 2025Q1: 35,857 shares; 2025Q2: 27,553 shares; 2025Q3: 25,905 shares; 2025Q4: 21,546 shares 21,546 $997K 0.02% -4,359 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334,693 shares; 2025Q1: 1,314,320 shares; 2025Q2: 1,392,152 shares; 2025Q3: 1,396,531 shares; 2025Q4: 37,032 shares 37,032 $997K 0.02% -1,359,499 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,244 shares; 2024Q4: 21,869 shares; 2025Q1: 27,882 shares; 2025Q2: 27,427 shares; 2025Q3: 26,226 shares; 2025Q4: 25,198 shares 25,198 $992K 0.02% -1,028 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: 1,002 shares; 2024Q4: 1,262 shares; 2025Q1: 1,402 shares; 2025Q2: 1,578 shares; 2025Q3: 1,796 shares; 2025Q4: 1,792 shares 1,792 $991K 0.02% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,445 shares 5,445 $990K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,181 shares; 2025Q1: 2,987 shares; 2025Q2: 2,928 shares; 2025Q3: 2,968 shares; 2025Q4: 3,070 shares 3,070 $978K 0.02% +102 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: 22,167 shares; 2024Q4: 31,541 shares; 2025Q1: 36,275 shares; 2025Q2: 39,604 shares; 2025Q3: 41,278 shares; 2025Q4: 51,122 shares 51,122 $975K 0.02% +9,844 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 25,138 shares; 2025Q1: 25,138 shares; 2025Q2: 25,138 shares; 2025Q3: 80,372 shares; 2025Q4: 25,173 shares 25,173 $975K 0.02% -55,199 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: 1,342 shares; 2024Q4: 1,433 shares; 2025Q1: 1,369 shares; 2025Q2: 1,462 shares; 2025Q3: 1,793 shares; 2025Q4: 5,224 shares 5,224 $967K 0.02% +3,431 Timeline LMBS 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: 11,205 shares; 2025Q2: 12,126 shares; 2025Q3: 17,680 shares; 2025Q4: 19,299 shares 19,299 $965K 0.02% +1,619 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 2,382 shares; 2025Q2: 4,753 shares; 2025Q3: 8,724 shares; 2025Q4: 7,629 shares 7,629 $960K 0.02% -1,095 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,862 shares; 2025Q1: 9,256 shares; 2025Q2: 12,698 shares; 2025Q3: 12,438 shares; 2025Q4: 21,599 shares 21,599 $959K 0.02% +9,161 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 15,375 shares; 2025Q1: 24,077 shares; 2025Q2: 20,316 shares; 2025Q3: 20,487 shares; 2025Q4: 23,263 shares 23,263 $959K 0.02% +2,776 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,591 shares; 2024Q4: 22,831 shares; 2025Q1: 22,961 shares; 2025Q2: 20,837 shares; 2025Q3: 17,577 shares; 2025Q4: 17,892 shares 17,892 $951K 0.02% +315 Timeline EEM 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: 17,670 shares; 2024Q4: 22,557 shares; 2025Q1: 24,308 shares; 2025Q2: 24,888 shares; 2025Q3: 17,719 shares; 2025Q4: 17,381 shares 17,381 $951K 0.02% -338 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 5,355 shares; 2025Q1: 5,983 shares; 2025Q2: 5,033 shares; 2025Q3: 2,310 shares; 2025Q4: 2,090 shares 2,090 $948K 0.02% -220 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 6,073 shares; 2025Q1: 6,591 shares; 2025Q2: 8,707 shares; 2025Q3: 7,018 shares; 2025Q4: 7,413 shares 7,413 $946K 0.02% +395 Timeline COWZ 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: 66,538 shares; 2024Q4: 101,459 shares; 2025Q1: 84,848 shares; 2025Q2: 51,590 shares; 2025Q3: 33,721 shares; 2025Q4: 15,556 shares 15,556 $936K 0.02% -18,165 Timeline PBE 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: 27,492 shares; 2024Q4: 22,365 shares; 2025Q1: 17,899 shares; 2025Q2: 15,333 shares; 2025Q3: 11,916 shares; 2025Q4: 11,384 shares 11,384 $935K 0.02% -532 Timeline SCIO 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: 41,297 shares; 2025Q3: 40,872 shares; 2025Q4: 44,863 shares 44,863 $933K 0.02% +3,991 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 12,735 shares; 2025Q1: 12,666 shares; 2025Q2: 11,583 shares; 2025Q3: 11,249 shares; 2025Q4: 11,394 shares 11,394 $927K 0.02% +145 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,579 shares; 2025Q1: 11,931 shares; 2025Q2: 15,060 shares; 2025Q3: 16,820 shares; 2025Q4: 16,761 shares 16,761 $926K 0.02% -59 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: 2,555 shares; 2024Q4: 9,197 shares; 2025Q1: 4,014 shares; 2025Q2: 4,700 shares; 2025Q3: 5,394 shares; 2025Q4: 4,557 shares 4,557 $925K 0.02% -837 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,277 shares 35,277 $924K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 3,666 shares; 2025Q1: 3,847 shares; 2025Q2: 4,008 shares; 2025Q3: 4,316 shares; 2025Q4: 4,345 shares 4,345 $921K 0.02% +29 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: 1,956 shares; 2024Q4: 3,555 shares; 2025Q1: 3,583 shares; 2025Q2: 13,452 shares; 2025Q3: 13,343 shares; 2025Q4: 14,407 shares 14,407 $920K 0.02% +1,064 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,336 shares 8,336 $914K 0.02% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 11,807 shares; 2025Q1: 13,142 shares; 2025Q2: 14,568 shares; 2025Q3: 11,736 shares; 2025Q4: 11,742 shares 11,742 $908K 0.02% +6 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,593 shares; 2025Q1: 24,436 shares; 2025Q2: 27,747 shares; 2025Q3: 23,018 shares; 2025Q4: 22,181 shares 22,181 $908K 0.02% -837 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,181 shares; 2024Q4: 628,673 shares; 2025Q1: 616,209 shares; 2025Q2: 619,922 shares; 2025Q3: 615,018 shares; 2025Q4: 37,512 shares 37,512 $908K 0.02% -577,506 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,663 shares; 2025Q3: 18,454 shares; 2025Q4: 18,632 shares 18,632 $907K 0.02% +178 Timeline XAPR 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: 18,451 shares; 2024Q4: 28,548 shares; 2025Q1: not reported; 2025Q2: 37,271 shares; 2025Q3: 27,320 shares; 2025Q4: 24,871 shares 24,871 $906K 0.02% -2,449 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: 9,680 shares; 2024Q4: 18,811 shares; 2025Q1: 12,319 shares; 2025Q2: 13,549 shares; 2025Q3: 14,745 shares; 2025Q4: 17,752 shares 17,752 $903K 0.02% +3,007 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,173 shares; 2024Q4: 13,297 shares; 2025Q1: 21,628 shares; 2025Q2: 21,413 shares; 2025Q3: 20,879 shares; 2025Q4: 20,879 shares 20,879 $893K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 8,222 shares; 2025Q1: 8,920 shares; 2025Q2: 9,760 shares; 2025Q3: 12,212 shares; 2025Q4: 10,502 shares 10,502 $892K 0.02% -1,710 Timeline XBJA 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: 36,376 shares; 2024Q4: 36,197 shares; 2025Q1: 28,583 shares; 2025Q2: 28,178 shares; 2025Q3: 28,031 shares; 2025Q4: 27,903 shares 27,903 $892K 0.02% -128 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 7,070 shares; 2025Q1: 7,066 shares; 2025Q2: 6,447 shares; 2025Q3: 6,215 shares; 2025Q4: 7,816 shares 7,816 $890K 0.02% +1,601 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,611 shares; 2025Q1: 6,725 shares; 2025Q2: 11,094 shares; 2025Q3: 16,800 shares; 2025Q4: 12,998 shares 12,998 $889K 0.02% -3,802 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 13,574 shares; 2025Q1: 12,669 shares; 2025Q2: 19,118 shares; 2025Q3: 18,190 shares; 2025Q4: 21,780 shares 21,780 $887K 0.02% +3,590 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: 32,326 shares; 2024Q4: 32,071 shares; 2025Q1: 29,261 shares; 2025Q2: 20,781 shares; 2025Q3: 19,386 shares; 2025Q4: 17,932 shares 17,932 $887K 0.02% -1,454 Timeline SCHF 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: 7,300 shares; 2024Q4: 14,906 shares; 2025Q1: 18,361 shares; 2025Q2: 31,318 shares; 2025Q3: 31,186 shares; 2025Q4: 36,716 shares 36,716 $883K 0.02% +5,530 Timeline FTEC 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: 11,253 shares; 2024Q4: 12,147 shares; 2025Q1: 5,612 shares; 2025Q2: 4,313 shares; 2025Q3: 3,907 shares; 2025Q4: 3,925 shares 3,925 $882K 0.02% +18 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,120 shares; 2024Q4: 7,344 shares; 2025Q1: 8,253 shares; 2025Q2: 8,074 shares; 2025Q3: 8,894 shares; 2025Q4: 9,016 shares 9,016 $882K 0.02% +122 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,105 shares 30,105 $880K 0.02% new Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,497 shares; 2024Q4: 25,327 shares; 2025Q1: 40,133 shares; 2025Q2: 12,466 shares; 2025Q3: 19,984 shares; 2025Q4: 20,893 shares 20,893 $876K 0.02% +909 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,736 shares 4,736 $874K 0.02% new 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: 2,820 shares; 2024Q4: 2,927 shares; 2025Q1: 3,157 shares; 2025Q2: 2,561 shares; 2025Q3: 2,589 shares; 2025Q4: 2,594 shares 2,594 $874K 0.02% +5 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,156 shares; 2024Q4: 250,666 shares; 2025Q1: 258,414 shares; 2025Q2: 257,998 shares; 2025Q3: 276,017 shares; 2025Q4: 34,841 shares 34,841 $874K 0.02% -241,176 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 8,450 shares; 2025Q1: 10,205 shares; 2025Q2: 9,672 shares; 2025Q3: 22,246 shares; 2025Q4: 22,243 shares 22,243 $873K 0.02% -3 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: 2,846 shares; 2024Q4: 2,889 shares; 2025Q1: 4,099 shares; 2025Q2: 3,975 shares; 2025Q3: 3,809 shares; 2025Q4: 4,061 shares 4,061 $872K 0.02% +252 Timeline SOXX 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: 885 shares; 2024Q4: 1,833 shares; 2025Q1: 1,803 shares; 2025Q2: 2,033 shares; 2025Q3: 2,307 shares; 2025Q4: 2,894 shares 2,894 $871K 0.02% +587 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,328 shares 26,328 $869K 0.02% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,213 shares; 2024Q4: 10,943 shares; 2025Q1: 15,563 shares; 2025Q2: 18,144 shares; 2025Q3: 18,189 shares; 2025Q4: 18,777 shares 18,777 $865K 0.02% +588 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,757 shares 24,757 $863K 0.02% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest 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: 37,782 shares; 2025Q4: 44,161 shares 44,161 $862K 0.02% +6,379 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: 10,247 shares; 2024Q4: 11,249 shares; 2025Q1: 11,728 shares; 2025Q2: 11,974 shares; 2025Q3: 11,895 shares; 2025Q4: 9,767 shares 9,767 $862K 0.02% -2,128 Timeline TCHP 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: not reported; 2025Q3: not reported; 2025Q4: 17,275 shares 17,275 $861K 0.02% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,713 shares; 2024Q4: 32,901 shares; 2025Q1: 40,088 shares; 2025Q2: 38,749 shares; 2025Q3: 36,726 shares; 2025Q4: 32,532 shares 32,532 $856K 0.02% -4,194 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,089 shares; 2024Q4: 18,383 shares; 2025Q1: 17,656 shares; 2025Q2: 16,559 shares; 2025Q3: 13,797 shares; 2025Q4: 12,701 shares 12,701 $855K 0.02% -1,096 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,965 shares; 2025Q4: 24,262 shares 24,262 $854K 0.02% +297 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,816 shares; 2024Q4: 25,314 shares; 2025Q1: 30,234 shares; 2025Q2: 35,638 shares; 2025Q3: 32,824 shares; 2025Q4: 38,218 shares 38,218 $851K 0.02% +5,394 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 10,755 shares; 2025Q1: 15,219 shares; 2025Q2: 16,217 shares; 2025Q3: 18,734 shares; 2025Q4: 16,170 shares 16,170 $851K 0.02% -2,564 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,476 shares; 2025Q1: 1,771 shares; 2025Q2: 2,045 shares; 2025Q3: 1,814 shares; 2025Q4: 1,624 shares 1,624 $849K 0.02% -190 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 9,470 shares; 2025Q1: 9,454 shares; 2025Q2: 9,755 shares; 2025Q3: 7,605 shares; 2025Q4: 6,834 shares 6,834 $848K 0.02% -771 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,412 shares; 2024Q4: 23,417 shares; 2025Q1: 21,747 shares; 2025Q2: 21,147 shares; 2025Q3: 21,152 shares; 2025Q4: 22,018 shares 22,018 $845K 0.02% +866 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: 7,193 shares; 2024Q4: 7,246 shares; 2025Q1: 8,017 shares; 2025Q2: 8,470 shares; 2025Q3: 8,730 shares; 2025Q4: 9,036 shares 9,036 $834K 0.02% +306 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,837 shares; 2025Q1: 142,938 shares; 2025Q2: 127,595 shares; 2025Q3: 97,848 shares; 2025Q4: 58,427 shares 58,427 $828K 0.02% -39,421 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,232 shares; 2024Q4: 23,268 shares; 2025Q1: 19,273 shares; 2025Q2: 23,829 shares; 2025Q3: 20,577 shares; 2025Q4: 23,055 shares 23,055 $826K 0.02% +2,478 Timeline DJUL 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: 6,582 shares; 2024Q4: 6,582 shares; 2025Q1: 6,582 shares; 2025Q2: 6,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares 17,300 $823K 0.02% 0 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: 5,236 shares; 2024Q4: 5,683 shares; 2025Q1: 5,666 shares; 2025Q2: 5,665 shares; 2025Q3: 5,922 shares; 2025Q4: 6,247 shares 6,247 $822K 0.02% +325 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,997 shares; 2025Q1: 4,325 shares; 2025Q2: 4,160 shares; 2025Q3: 4,011 shares; 2025Q4: 6,358 shares 6,358 $820K 0.02% +2,347 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,266 shares; 2024Q4: 34,048 shares; 2025Q1: 35,374 shares; 2025Q2: 35,071 shares; 2025Q3: 10,302 shares; 2025Q4: 4,404 shares 4,404 $817K 0.02% -5,898 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 8,550 shares; 2025Q1: 6,140 shares; 2025Q2: 10,985 shares; 2025Q3: 10,983 shares; 2025Q4: 11,324 shares 11,324 $815K 0.02% +341 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,735 shares; 2024Q4: 39,200 shares; 2025Q1: 34,921 shares; 2025Q2: 26,765 shares; 2025Q3: 27,118 shares; 2025Q4: 27,628 shares 27,628 $811K 0.02% +510 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 17,134 shares; 2025Q1: 34,848 shares; 2025Q2: 36,962 shares; 2025Q3: 38,730 shares; 2025Q4: 16,986 shares 16,986 $808K 0.02% -21,744 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: 2,047 shares; 2024Q4: 3,086 shares; 2025Q1: 3,004 shares; 2025Q2: 3,015 shares; 2025Q3: 2,738 shares; 2025Q4: 2,791 shares 2,791 $806K 0.02% +53 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 6,536 shares; 2025Q1: 26,690 shares; 2025Q2: 6,536 shares; 2025Q3: 20,606 shares; 2025Q4: 20,606 shares 20,606 $805K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 9,454 shares; 2025Q1: 10,663 shares; 2025Q2: 11,551 shares; 2025Q3: 10,021 shares; 2025Q4: 10,156 shares 10,156 $802K 0.02% +135 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,358 shares 18,358 $799K 0.02% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,953 shares; 2025Q2: 10,043 shares; 2025Q3: 9,538 shares; 2025Q4: 9,358 shares 9,358 $789K 0.02% -180 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 5,007 shares; 2025Q1: 8,497 shares; 2025Q2: 8,934 shares; 2025Q3: 8,952 shares; 2025Q4: 3,451 shares 3,451 $787K 0.02% -5,501 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,239 shares; 2024Q4: 13,340 shares; 2025Q1: 13,561 shares; 2025Q2: 16,211 shares; 2025Q3: 15,699 shares; 2025Q4: 15,435 shares 15,435 $784K 0.02% -264 Timeline VOE 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: 5,164 shares; 2024Q4: 5,479 shares; 2025Q1: 3,753 shares; 2025Q2: 3,028 shares; 2025Q3: 3,340 shares; 2025Q4: 4,417 shares 4,417 $783K 0.02% +1,077 Timeline TIPZ 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: 53,207 shares; 2024Q4: 59,969 shares; 2025Q1: 11,538 shares; 2025Q2: 13,815 shares; 2025Q3: 14,122 shares; 2025Q4: 14,929 shares 14,929 $782K 0.02% +807 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,167 shares; 2024Q4: 19,024 shares; 2025Q1: 20,997 shares; 2025Q2: 23,299 shares; 2025Q3: 26,989 shares; 2025Q4: 23,630 shares 23,630 $782K 0.02% -3,359 Timeline VOOG 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: not reported; 2025Q1: not reported; 2025Q2: 889 shares; 2025Q3: 1,282 shares; 2025Q4: 1,756 shares 1,756 $781K 0.02% +474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,528 shares 30,528 $777K 0.02% new 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: 174,469 shares; 2024Q4: 19,099 shares; 2025Q1: 19,145 shares; 2025Q2: 17,066 shares; 2025Q3: 16,272 shares; 2025Q4: 16,306 shares 16,306 $774K 0.02% +34 Timeline ZAPR 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: 15,572 shares; 2025Q3: 31,418 shares; 2025Q4: 29,926 shares 29,926 $771K 0.02% -1,492 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,633 shares 15,633 $768K 0.02% new 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: 9,724 shares; 2024Q4: 11,964 shares; 2025Q1: 5,646 shares; 2025Q2: 6,234 shares; 2025Q3: 5,912 shares; 2025Q4: 4,717 shares 4,717 $768K 0.02% -1,195 Timeline BITI 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: 23,303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,116 shares 33,116 $767K 0.02% 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: 15,328 shares; 2024Q4: 14,359 shares; 2025Q1: 14,761 shares; 2025Q2: 12,955 shares; 2025Q3: 11,331 shares; 2025Q4: 10,138 shares 10,138 $767K 0.02% -1,193 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,862 shares; 2025Q1: 5,963 shares; 2025Q2: 3,859 shares; 2025Q3: 4,227 shares; 2025Q4: 5,932 shares 5,932 $765K 0.02% +1,705 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,811 shares; 2025Q1: 2,890 shares; 2025Q2: 3,099 shares; 2025Q3: 3,406 shares; 2025Q4: 3,319 shares 3,319 $764K 0.02% -87 Timeline HERO 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: 104,183 shares; 2024Q4: 84,865 shares; 2025Q1: 58,188 shares; 2025Q2: 57,340 shares; 2025Q3: 43,666 shares; 2025Q4: 25,439 shares 25,439 $757K 0.02% -18,227 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,774 shares; 2024Q4: 19,690 shares; 2025Q1: 17,634 shares; 2025Q2: 18,003 shares; 2025Q3: 14,174 shares; 2025Q4: 12,359 shares 12,359 $756K 0.02% -1,815 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,657 shares 25,657 $752K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 1,377 shares; 2025Q4: 3,257 shares 3,257 $749K 0.02% +1,880 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 6,004 shares; 2025Q1: 5,755 shares; 2025Q2: 5,502 shares; 2025Q3: 4,078 shares; 2025Q4: 3,740 shares 3,740 $748K 0.02% -338 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU 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: 7,638 shares; 2025Q3: 7,020 shares; 2025Q4: 4,550 shares 4,550 $747K 0.02% -2,470 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: 2,215 shares; 2024Q4: 2,307 shares; 2025Q1: 2,255 shares; 2025Q2: 2,186 shares; 2025Q3: 2,075 shares; 2025Q4: 2,007 shares 2,007 $742K 0.02% -68 Timeline HEGD 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: 20,718 shares; 2024Q4: 26,550 shares; 2025Q1: 23,270 shares; 2025Q2: 22,453 shares; 2025Q3: 30,449 shares; 2025Q4: 29,104 shares 29,104 $734K 0.02% -1,345 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,767 shares; 2024Q4: 10,439 shares; 2025Q1: 8,186 shares; 2025Q2: 5,738 shares; 2025Q3: 5,490 shares; 2025Q4: 11,187 shares 11,187 $728K 0.02% +5,697 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,546 shares; 2025Q2: 11,402 shares; 2025Q3: 9,413 shares; 2025Q4: 9,422 shares 9,422 $725K 0.02% +9 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,565 shares; 2024Q4: 37,479 shares; 2025Q1: 38,280 shares; 2025Q2: 66,683 shares; 2025Q3: 7,725 shares; 2025Q4: 8,692 shares 8,692 $720K 0.02% +967 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 12,726 shares; 2025Q1: 13,777 shares; 2025Q2: 14,666 shares; 2025Q3: 13,062 shares; 2025Q4: 12,939 shares 12,939 $718K 0.02% -123 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest 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: 122,546 shares 122,546 $714K 0.02% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,771 shares; 2024Q4: 17,512 shares; 2025Q1: 19,361 shares; 2025Q2: 20,558 shares; 2025Q3: 20,855 shares; 2025Q4: 21,228 shares 21,228 $711K 0.02% +373 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,123 shares; 2025Q1: 2,387 shares; 2025Q2: 2,716 shares; 2025Q3: 1,776 shares; 2025Q4: 1,683 shares 1,683 $710K 0.02% -93 Timeline IGOV 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: 19,617 shares; 2025Q3: 17,405 shares; 2025Q4: 16,960 shares 16,960 $707K 0.02% -445 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,964 shares 22,964 $706K 0.02% new Timeline JIG 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: 9,780 shares; 2025Q4: 9,618 shares 9,618 $705K 0.02% -162 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,756 shares; 2025Q4: 9,477 shares 9,477 $697K 0.02% +2,721 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,681 shares; 2025Q1: 3,652 shares; 2025Q2: 3,561 shares; 2025Q3: 3,514 shares; 2025Q4: 2,849 shares 2,849 $697K 0.02% -665 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 8,599 shares; 2025Q1: 131,517 shares; 2025Q2: 127,356 shares; 2025Q3: 57,938 shares; 2025Q4: 13,459 shares 13,459 $697K 0.02% -44,479 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,655 shares 1,655 $695K 0.02% new Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,387 shares; 2025Q1: 56,173 shares; 2025Q2: 47,329 shares; 2025Q3: 45,546 shares; 2025Q4: 45,076 shares 45,076 $693K 0.02% -470 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,196 shares; 2024Q4: 20,139 shares; 2025Q1: 34,512 shares; 2025Q2: 31,157 shares; 2025Q3: 28,249 shares; 2025Q4: 29,819 shares 29,819 $693K 0.02% +1,570 Timeline VBK 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: 2,744 shares; 2024Q4: 3,126 shares; 2025Q1: 2,383 shares; 2025Q2: 1,875 shares; 2025Q3: 2,374 shares; 2025Q4: 2,280 shares 2,280 $689K 0.02% -94 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,087 shares; 2024Q4: 48,399 shares; 2025Q1: 48,417 shares; 2025Q2: 55,656 shares; 2025Q3: 48,195 shares; 2025Q4: 41,657 shares 41,657 $687K 0.02% -6,538 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,832 shares; 2024Q4: 7,428 shares; 2025Q1: 10,564 shares; 2025Q2: 11,486 shares; 2025Q3: 13,658 shares; 2025Q4: 13,902 shares 13,902 $684K 0.02% +244 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: 8,160 shares; 2024Q4: 6,458 shares; 2025Q1: 6,778 shares; 2025Q2: 7,471 shares; 2025Q3: 6,838 shares; 2025Q4: 8,592 shares 8,592 $682K 0.02% +1,754 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,881 shares; 2025Q1: 17,507 shares; 2025Q2: 16,938 shares; 2025Q3: 17,416 shares; 2025Q4: 13,624 shares 13,624 $675K 0.02% -3,792 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: 4,708 shares; 2024Q4: 3,169 shares; 2025Q1: 3,294 shares; 2025Q2: 3,496 shares; 2025Q3: 3,340 shares; 2025Q4: 3,234 shares 3,234 $675K 0.02% -106 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 1,818 shares 1,818 $670K 0.02% new Timeline VOT 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: 2,949 shares; 2024Q4: 3,525 shares; 2025Q1: 2,641 shares; 2025Q2: 3,148 shares; 2025Q3: 3,380 shares; 2025Q4: 2,399 shares 2,399 $670K 0.02% -981 Timeline FDL 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: 22,310 shares; 2024Q4: 17,776 shares; 2025Q1: 17,810 shares; 2025Q2: 15,598 shares; 2025Q3: 15,278 shares; 2025Q4: 15,033 shares 15,033 $667K 0.02% -245 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 1,862 shares; 2025Q1: 1,932 shares; 2025Q2: 2,272 shares; 2025Q3: 1,912 shares; 2025Q4: 3,697 shares 3,697 $666K 0.02% +1,785 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,964 shares 32,964 $663K 0.02% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 12,740 shares; 2025Q1: 14,090 shares; 2025Q2: 13,985 shares; 2025Q3: 13,585 shares; 2025Q4: 13,285 shares 13,285 $663K 0.02% -300 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,920 shares; 2024Q4: 14,520 shares; 2025Q1: not reported; 2025Q2: 13,584 shares; 2025Q3: 18,710 shares; 2025Q4: 21,205 shares 21,205 $661K 0.02% +2,495 Timeline ROE 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: 15,027 shares; 2024Q4: 14,501 shares; 2025Q1: 21,368 shares; 2025Q2: 20,510 shares; 2025Q3: 19,549 shares; 2025Q4: 18,727 shares 18,727 $660K 0.02% -822 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: 5,020 shares; 2024Q4: 5,082 shares; 2025Q1: 3,846 shares; 2025Q2: 5,671 shares; 2025Q3: 4,360 shares; 2025Q4: 4,310 shares 4,310 $655K 0.02% -50 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,728 shares 6,728 $652K 0.02% new Timeline FIW 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: 2,911 shares; 2024Q4: 2,859 shares; 2025Q1: 3,071 shares; 2025Q2: 4,819 shares; 2025Q3: 5,671 shares; 2025Q4: 5,999 shares 5,999 $652K 0.02% +328 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,474 shares; 2024Q4: 14,333 shares; 2025Q1: 13,985 shares; 2025Q2: 14,061 shares; 2025Q3: 30,775 shares; 2025Q4: 15,926 shares 15,926 $652K 0.02% -14,849 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: not reported; 2024Q4: 4,452 shares; 2025Q1: 4,956 shares; 2025Q2: 9,402 shares; 2025Q3: 9,596 shares; 2025Q4: 13,818 shares 13,818 $650K 0.02% +4,222 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: 25,800 shares; 2024Q4: 22,230 shares; 2025Q1: 21,000 shares; 2025Q2: 19,818 shares; 2025Q3: 16,121 shares; 2025Q4: 17,503 shares 17,503 $648K 0.02% +1,382 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,984 shares; 2024Q4: 114,548 shares; 2025Q1: 117,176 shares; 2025Q2: 24,137 shares; 2025Q3: 17,714 shares; 2025Q4: 11,349 shares 11,349 $648K 0.02% -6,365 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,235 shares; 2024Q4: 12,281 shares; 2025Q1: 20,597 shares; 2025Q2: 23,334 shares; 2025Q3: 24,449 shares; 2025Q4: 25,423 shares 25,423 $647K 0.02% +974 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares 5,533 $647K 0.02% new 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: 7,224 shares; 2024Q4: 4,918 shares; 2025Q1: 4,746 shares; 2025Q2: 5,553 shares; 2025Q3: 9,493 shares; 2025Q4: 9,213 shares 9,213 $646K 0.02% -280 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: 6,880 shares; 2024Q4: 6,774 shares; 2025Q1: 7,458 shares; 2025Q2: 6,402 shares; 2025Q3: 10,662 shares; 2025Q4: 10,352 shares 10,352 $643K 0.02% -310 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO 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: 32,878 shares; 2025Q4: 30,975 shares 30,975 $642K 0.02% -1,903 Timeline NSEP 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: 21,794 shares; 2025Q4: 21,909 shares 21,909 $640K 0.02% +115 Timeline VV 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: 1,238 shares; 2024Q4: 1,263 shares; 2025Q1: 1,574 shares; 2025Q2: 1,997 shares; 2025Q3: 2,305 shares; 2025Q4: 2,033 shares 2,033 $640K 0.02% -272 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 8,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,707 shares; 2025Q4: 6,030 shares 6,030 $637K 0.02% +323 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,112 shares; 2025Q3: 69,080 shares; 2025Q4: 76,189 shares 76,189 $637K 0.02% +7,109 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,232 shares; 2025Q4: 15,239 shares 15,239 $633K 0.02% +7 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 13,067 shares; 2025Q1: 12,211 shares; 2025Q2: 3,075 shares; 2025Q3: 2,459 shares; 2025Q4: 2,612 shares 2,612 $630K 0.02% +153 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,269 shares; 2024Q4: 15,085 shares; 2025Q1: 11,666 shares; 2025Q2: 16,340 shares; 2025Q3: 15,904 shares; 2025Q4: 15,874 shares 15,874 $629K 0.02% -30 Timeline FTCS 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: 2,460 shares; 2024Q4: not reported; 2025Q1: 2,721 shares; 2025Q2: not reported; 2025Q3: 2,836 shares; 2025Q4: 6,794 shares 6,794 $628K 0.02% +3,958 Timeline GRID 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: 1,796 shares; 2024Q4: 1,871 shares; 2025Q1: 1,951 shares; 2025Q2: 3,556 shares; 2025Q3: 3,409 shares; 2025Q4: 4,091 shares 4,091 $626K 0.02% +682 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: 131,100 shares; 2024Q4: 256,478 shares; 2025Q1: 268,329 shares; 2025Q2: 267,594 shares; 2025Q3: 266,235 shares; 2025Q4: 25,665 shares 25,665 $625K 0.02% -240,570 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,812 shares; 2024Q4: 32,264 shares; 2025Q1: 13,883 shares; 2025Q2: 20,162 shares; 2025Q3: 33,151 shares; 2025Q4: 20,355 shares 20,355 $622K 0.02% -12,796 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 6,513 shares; 2025Q1: not reported; 2025Q2: 6,768 shares; 2025Q3: 8,919 shares; 2025Q4: 13,975 shares 13,975 $621K 0.02% +5,056 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 4,956 shares; 2025Q1: 8,073 shares; 2025Q2: 8,182 shares; 2025Q3: 10,729 shares; 2025Q4: 12,295 shares 12,295 $620K 0.02% +1,566 Timeline RSPN 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: 10,950 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares 10,875 $616K 0.01% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,756 shares; 2024Q4: 38,967 shares; 2025Q1: 24,319 shares; 2025Q2: 19,073 shares; 2025Q3: 14,877 shares; 2025Q4: 20,208 shares 20,208 $616K 0.01% +5,331 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: not reported; 2024Q4: 6,645 shares; 2025Q1: 7,474 shares; 2025Q2: 7,849 shares; 2025Q3: 7,805 shares; 2025Q4: 8,324 shares 8,324 $615K 0.01% +519 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 966 shares; 2025Q1: 1,268 shares; 2025Q2: 1,220 shares; 2025Q3: 1,183 shares; 2025Q4: 1,203 shares 1,203 $614K 0.01% +20 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,251 shares; 2024Q4: 13,574 shares; 2025Q1: 15,977 shares; 2025Q2: 14,327 shares; 2025Q3: 12,136 shares; 2025Q4: 13,192 shares 13,192 $613K 0.01% +1,056 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,465 shares; 2025Q3: 32,926 shares; 2025Q4: 27,510 shares 27,510 $613K 0.01% -5,416 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: 1,092 shares; 2024Q4: 1,249 shares; 2025Q1: 1,328 shares; 2025Q2: 1,503 shares; 2025Q3: 1,569 shares; 2025Q4: 1,747 shares 1,747 $612K 0.01% +178 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,123 shares; 2025Q1: not reported; 2025Q2: 17,603 shares; 2025Q3: 16,961 shares; 2025Q4: 17,632 shares 17,632 $611K 0.01% +671 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: 36,181 shares; 2024Q4: 17,672 shares; 2025Q1: 15,394 shares; 2025Q2: 12,926 shares; 2025Q3: 12,927 shares; 2025Q4: 14,099 shares 14,099 $610K 0.01% +1,172 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: 5,971 shares; 2025Q4: 5,599 shares 5,599 $608K 0.01% -372 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: 23,328 shares; 2024Q4: 11,267 shares; 2025Q1: 8,328 shares; 2025Q2: 10,143 shares; 2025Q3: 9,685 shares; 2025Q4: 9,726 shares 9,726 $608K 0.01% +41 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,740 shares; 2024Q4: 62,090 shares; 2025Q1: 19,340 shares; 2025Q2: 17,840 shares; 2025Q3: 56,140 shares; 2025Q4: 49,540 shares 49,540 $607K 0.01% -6,600 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: 2,250 shares; 2024Q4: 2,681 shares; 2025Q1: 3,388 shares; 2025Q2: 3,835 shares; 2025Q3: 1,584 shares; 2025Q4: 1,290 shares 1,290 $606K 0.01% -294 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,592 shares; 2025Q3: 12,366 shares; 2025Q4: 18,593 shares 18,593 $606K 0.01% +6,227 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 2,563 shares; 2025Q4: 8,599 shares 8,599 $605K 0.01% +6,036 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: not reported; 2024Q4: 446 shares; 2025Q1: 520 shares; 2025Q2: 776 shares; 2025Q3: 663 shares; 2025Q4: 782 shares 782 $604K 0.01% +119 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,859 shares; 2025Q1: 7,497 shares; 2025Q2: 7,459 shares; 2025Q3: 11,909 shares; 2025Q4: 11,860 shares 11,860 $602K 0.01% -49 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: not reported; 2025Q1: 21,515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,334 shares 14,334 $597K 0.01% new 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: not reported; 2024Q4: 3,432 shares; 2025Q1: 4,342 shares; 2025Q2: 4,163 shares; 2025Q3: 3,586 shares; 2025Q4: 3,737 shares 3,737 $595K 0.01% +151 Timeline LOCT 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: 24,474 shares; 2025Q4: 24,859 shares 24,859 $593K 0.01% +385 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,106 shares; 2025Q3: 1,178 shares; 2025Q4: 2,184 shares 2,184 $592K 0.01% +1,006 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: 9,442 shares; 2024Q4: 12,135 shares; 2025Q1: 13,135 shares; 2025Q2: 11,055 shares; 2025Q3: 10,002 shares; 2025Q4: 10,197 shares 10,197 $587K 0.01% +195 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: 12,465 shares; 2024Q4: 11,463 shares; 2025Q1: 12,011 shares; 2025Q2: 10,929 shares; 2025Q3: 10,491 shares; 2025Q4: 12,171 shares 12,171 $582K 0.01% +1,680 Timeline BBCB 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: 8,546 shares; 2024Q4: 9,681 shares; 2025Q1: 9,832 shares; 2025Q2: 10,072 shares; 2025Q3: 11,124 shares; 2025Q4: 12,709 shares 12,709 $582K 0.01% +1,585 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,217 shares; 2024Q4: 11,102 shares; 2025Q1: 9,995 shares; 2025Q2: 9,652 shares; 2025Q3: 10,608 shares; 2025Q4: 9,756 shares 9,756 $582K 0.01% -852 Timeline LAPR 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: 22,434 shares; 2025Q4: 23,112 shares 23,112 $581K 0.01% +678 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: 11,343 shares; 2024Q4: 11,767 shares; 2025Q1: 11,291 shares; 2025Q2: 11,009 shares; 2025Q3: 4,206 shares; 2025Q4: 4,198 shares 4,198 $578K 0.01% -8 Timeline VXF 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: 2,379 shares; 2024Q4: 2,390 shares; 2025Q1: 2,290 shares; 2025Q2: 2,326 shares; 2025Q3: 2,434 shares; 2025Q4: 2,740 shares 2,740 $573K 0.01% +306 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 4,940 shares; 2025Q1: 7,046 shares; 2025Q2: 6,733 shares; 2025Q3: 5,512 shares; 2025Q4: 5,756 shares 5,756 $572K 0.01% +244 Timeline SCHP 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: 126,767 shares; 2024Q4: 244,277 shares; 2025Q1: 252,415 shares; 2025Q2: 249,662 shares; 2025Q3: 239,179 shares; 2025Q4: 21,564 shares 21,564 $571K 0.01% -217,615 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,793 shares; 2025Q1: 1,831 shares; 2025Q2: 1,861 shares; 2025Q3: 1,774 shares; 2025Q4: 1,835 shares 1,835 $569K 0.01% +61 Timeline FNDX 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: 7,281 shares; 2024Q4: 21,512 shares; 2025Q1: 21,680 shares; 2025Q2: 20,557 shares; 2025Q3: 21,750 shares; 2025Q4: 20,806 shares 20,806 $566K 0.01% -944 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,093 shares; 2025Q1: 36,977 shares; 2025Q2: 33,250 shares; 2025Q3: 28,185 shares; 2025Q4: 25,943 shares 25,943 $564K 0.01% -2,242 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,478 shares; 2025Q3: 11,638 shares; 2025Q4: 11,560 shares 11,560 $564K 0.01% -78 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,992 shares; 2025Q1: 9,372 shares; 2025Q2: 8,512 shares; 2025Q3: 8,757 shares; 2025Q4: 9,453 shares 9,453 $563K 0.01% +696 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: 5,232 shares; 2024Q4: 5,521 shares; 2025Q1: 5,550 shares; 2025Q2: 7,350 shares; 2025Q3: 7,448 shares; 2025Q4: 5,600 shares 5,600 $559K 0.01% -1,848 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 4,215 shares; 2025Q1: 3,810 shares; 2025Q2: 4,016 shares; 2025Q3: 3,629 shares; 2025Q4: 3,438 shares 3,438 $559K 0.01% -191 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,942 shares; 2025Q3: 9,020 shares; 2025Q4: 13,559 shares 13,559 $557K 0.01% +4,539 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: not reported; 2024Q4: 14,463 shares; 2025Q1: 12,384 shares; 2025Q2: 11,976 shares; 2025Q3: 9,834 shares; 2025Q4: 11,584 shares 11,584 $555K 0.01% +1,750 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 8,888 shares; 2025Q1: 8,057 shares; 2025Q2: 8,620 shares; 2025Q3: 7,903 shares; 2025Q4: 7,520 shares 7,520 $553K 0.01% -383 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,770 shares; 2025Q3: 15,127 shares; 2025Q4: 15,646 shares 15,646 $552K 0.01% +519 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,120 shares 14,120 $551K 0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,491 shares; 2024Q4: 17,037 shares; 2025Q1: 29,983 shares; 2025Q2: 98,603 shares; 2025Q3: 86,310 shares; 2025Q4: 103,636 shares 103,636 $549K 0.01% +17,326 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,669 shares; 2025Q4: 2,870 shares 2,870 $548K 0.01% +201 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,104 shares 4,104 $546K 0.01% -340 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,815 shares; 2025Q1: 8,578 shares; 2025Q2: 12,711 shares; 2025Q3: 11,436 shares; 2025Q4: 11,652 shares 11,652 $545K 0.01% +216 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,648 shares; 2025Q4: 2,925 shares 2,925 $545K 0.01% +277 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,486 shares; 2025Q3: 14,486 shares; 2025Q4: 14,486 shares 14,486 $545K 0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,422 shares; 2025Q1: 102,679 shares; 2025Q2: 85,859 shares; 2025Q3: 41,934 shares; 2025Q4: 30,065 shares 30,065 $541K 0.01% -11,869 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,523 shares; 2025Q1: 1,732 shares; 2025Q2: 1,788 shares; 2025Q3: 1,846 shares; 2025Q4: 1,875 shares 1,875 $541K 0.01% +29 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,991 shares; 2025Q1: 2,430 shares; 2025Q2: 2,503 shares; 2025Q3: 2,532 shares; 2025Q4: 2,586 shares 2,586 $541K 0.01% +54 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,763 shares 14,763 $540K 0.01% new Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 9,156 shares; 2025Q1: 9,418 shares; 2025Q2: 11,353 shares; 2025Q3: 11,403 shares; 2025Q4: 11,905 shares 11,905 $539K 0.01% +502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,388 shares 4,388 $535K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,214 shares; 2025Q1: 5,111 shares; 2025Q2: 4,846 shares; 2025Q3: 6,690 shares; 2025Q4: 5,357 shares 5,357 $535K 0.01% -1,333 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 3,866 shares; 2025Q1: 3,811 shares; 2025Q2: 1,483 shares; 2025Q3: 1,029 shares; 2025Q4: 941 shares 941 $529K 0.01% -88 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,701 shares 18,701 $527K 0.01% new 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: not reported; 2024Q4: 1,911 shares; 2025Q1: 1,895 shares; 2025Q2: 1,673 shares; 2025Q3: 1,693 shares; 2025Q4: 1,831 shares 1,831 $526K 0.01% +138 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,268 shares; 2025Q1: 8,584 shares; 2025Q2: 8,177 shares; 2025Q3: 7,781 shares; 2025Q4: 7,565 shares 7,565 $525K 0.01% -216 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,352 shares; 2024Q4: 14,149 shares; 2025Q1: 14,010 shares; 2025Q2: 10,848 shares; 2025Q3: 11,005 shares; 2025Q4: 10,252 shares 10,252 $522K 0.01% -753 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: 1,669 shares; 2024Q4: 1,596 shares; 2025Q1: 1,513 shares; 2025Q2: 1,911 shares; 2025Q3: 885 shares; 2025Q4: 899 shares 899 $522K 0.01% +14 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,562 shares; 2025Q1: 10,126 shares; 2025Q2: 7,669 shares; 2025Q3: 7,386 shares; 2025Q4: 7,166 shares 7,166 $520K 0.01% -220 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: 50,613 shares; 2024Q4: 51,170 shares; 2025Q1: 6,994 shares; 2025Q2: 7,547 shares; 2025Q3: 7,505 shares; 2025Q4: 7,699 shares 7,699 $516K 0.01% +194 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: not reported; 2024Q4: 4,160 shares; 2025Q1: 5,550 shares; 2025Q2: 5,619 shares; 2025Q3: 6,014 shares; 2025Q4: 6,020 shares 6,020 $515K 0.01% +6 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 4,739 shares 4,739 $514K 0.01% -191 Timeline ZOCT 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: 15,945 shares; 2025Q4: 19,026 shares 19,026 $511K 0.01% +3,081 Timeline XAR 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: 2,113 shares 2,113 $510K 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,436 shares; 2024Q4: 10,542 shares; 2025Q1: 10,603 shares; 2025Q2: 11,060 shares; 2025Q3: 10,072 shares; 2025Q4: 9,327 shares 9,327 $509K 0.01% -745 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,599 shares; 2024Q4: 30,041 shares; 2025Q1: 24,892 shares; 2025Q2: 25,890 shares; 2025Q3: 20,818 shares; 2025Q4: 21,265 shares 21,265 $506K 0.01% +447 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,293 shares; 2025Q3: 4,345 shares; 2025Q4: 2,263 shares 2,263 $504K 0.01% -2,082 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 8,357 shares; 2025Q1: 8,330 shares; 2025Q2: 8,093 shares; 2025Q3: 6,696 shares; 2025Q4: 6,569 shares 6,569 $504K 0.01% -127 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,525 shares; 2025Q4: 13,211 shares 13,211 $501K 0.01% -314 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: 4,528 shares; 2024Q4: 4,248 shares; 2025Q1: 5,756 shares; 2025Q2: 7,126 shares; 2025Q3: 6,836 shares; 2025Q4: 8,350 shares 8,350 $501K 0.01% +1,514 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,390 shares; 2025Q1: 2,394 shares; 2025Q2: 4,960 shares; 2025Q3: 2,153 shares; 2025Q4: 2,226 shares 2,226 $501K 0.01% +73 Timeline FTDS 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: 9,778 shares; 2025Q4: 8,860 shares 8,860 $501K 0.01% -918 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,630 shares; 2025Q1: 2,992 shares; 2025Q2: 2,923 shares; 2025Q3: 2,636 shares; 2025Q4: 2,568 shares 2,568 $498K 0.01% -68 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: not reported; 2025Q4: 2,881 shares 2,881 $496K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,917 shares; 2025Q3: 10,521 shares; 2025Q4: 5,106 shares 5,106 $496K 0.01% -5,415 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,352 shares; 2025Q1: 4,091 shares; 2025Q2: 5,410 shares; 2025Q3: 5,445 shares; 2025Q4: 4,689 shares 4,689 $495K 0.01% -756 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: 31,500 shares; 2025Q1: 49,750 shares; 2025Q2: 49,750 shares; 2025Q3: 43,750 shares; 2025Q4: 35,500 shares 35,500 $491K 0.01% -8,250 Timeline DFUS 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: 28,895 shares; 2024Q4: 30,813 shares; 2025Q1: 27,108 shares; 2025Q2: 27,853 shares; 2025Q3: 5,434 shares; 2025Q4: 6,605 shares 6,605 $490K 0.01% +1,171 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,330 shares; 2024Q4: 12,015 shares; 2025Q1: 4,840 shares; 2025Q2: 115,626 shares; 2025Q3: 9,678 shares; 2025Q4: 9,050 shares 9,050 $484K 0.01% -628 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: 6,772 shares; 2024Q4: 2,280 shares; 2025Q1: 2,477 shares; 2025Q2: 2,457 shares; 2025Q3: 2,545 shares; 2025Q4: 3,500 shares 3,500 $483K 0.01% +955 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,520 shares 2,520 $482K 0.01% new Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS 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: 18,264 shares 18,264 $481K 0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,583 shares; 2025Q1: 3,776 shares; 2025Q2: 4,586 shares; 2025Q3: 4,372 shares; 2025Q4: 4,672 shares 4,672 $481K 0.01% +300 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 5,335 shares 5,335 $481K 0.01% +1,185 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: 18,994 shares; 2024Q4: 20,204 shares; 2025Q1: 27,912 shares; 2025Q2: 28,203 shares; 2025Q3: 28,546 shares; 2025Q4: 47,841 shares 47,841 $478K 0.01% +19,295 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: 1,962 shares; 2024Q4: 4,509 shares; 2025Q1: 4,691 shares; 2025Q2: 4,682 shares; 2025Q3: 4,689 shares; 2025Q4: 5,133 shares 5,133 $474K 0.01% +444 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 9,168 shares; 2025Q4: 17,885 shares 17,885 $474K 0.01% +8,717 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: 15,144 shares; 2024Q4: 7,037 shares; 2025Q1: 9,740 shares; 2025Q2: 12,050 shares; 2025Q3: 12,031 shares; 2025Q4: 13,628 shares 13,628 $473K 0.01% +1,597 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: not reported; 2024Q4: 2,103 shares; 2025Q1: 2,169 shares; 2025Q2: 2,359 shares; 2025Q3: 3,041 shares; 2025Q4: 2,089 shares 2,089 $472K 0.01% -952 Timeline PSP 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: 6,616 shares; 2025Q3: 7,008 shares; 2025Q4: 7,031 shares 7,031 $472K 0.01% +23 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: 926 shares; 2024Q4: 831 shares; 2025Q1: 911 shares; 2025Q2: 932 shares; 2025Q3: 949 shares; 2025Q4: 953 shares 953 $467K 0.01% +4 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: 1,859 shares; 2024Q4: 1,888 shares; 2025Q1: 1,839 shares; 2025Q2: 1,976 shares; 2025Q3: 2,327 shares; 2025Q4: 3,250 shares 3,250 $466K 0.01% +923 Timeline SPBW 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: 14,926 shares; 2025Q3: 14,926 shares; 2025Q4: 16,926 shares 16,926 $464K 0.01% +2,000 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,774 shares; 2025Q3: 7,393 shares; 2025Q4: 7,905 shares 7,905 $464K 0.01% +512 Timeline SCHX 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: 7,522 shares; 2024Q4: 21,908 shares; 2025Q1: 25,129 shares; 2025Q2: 27,340 shares; 2025Q3: 24,095 shares; 2025Q4: 17,217 shares 17,217 $463K 0.01% -6,878 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: 1,542 shares; 2024Q4: 1,790 shares; 2025Q1: 1,755 shares; 2025Q2: 2,432 shares; 2025Q3: 2,022 shares; 2025Q4: 2,017 shares 2,017 $462K 0.01% -5 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,958 shares; 2025Q1: 2,209 shares; 2025Q2: 2,912 shares; 2025Q3: 1,985 shares; 2025Q4: 2,065 shares 2,065 $461K 0.01% +80 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: 1,088 shares; 2024Q4: 1,084 shares; 2025Q1: 1,161 shares; 2025Q2: 1,488 shares; 2025Q3: 1,056 shares; 2025Q4: 1,183 shares 1,183 $460K 0.01% +127 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 5,442 shares; 2025Q1: 6,961 shares; 2025Q2: 7,774 shares; 2025Q3: 4,492 shares; 2025Q4: 4,698 shares 4,698 $459K 0.01% +206 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,812 shares; 2025Q3: 28,293 shares; 2025Q4: 20,503 shares 20,503 $458K 0.01% -7,790 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,768 shares; 2025Q3: 20,891 shares; 2025Q4: 18,416 shares 18,416 $457K 0.01% -2,475 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 8,049 shares; 2025Q1: 7,779 shares; 2025Q2: 8,528 shares; 2025Q3: 9,338 shares; 2025Q4: 9,522 shares 9,522 $455K 0.01% +184 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,086 shares; 2025Q1: 8,631 shares; 2025Q2: 8,584 shares; 2025Q3: 8,247 shares; 2025Q4: 8,256 shares 8,256 $455K 0.01% +9 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,171 shares; 2025Q1: 1,169 shares; 2025Q2: 1,745 shares; 2025Q3: 1,548 shares; 2025Q4: 1,648 shares 1,648 $454K 0.01% +100 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,415 shares; 2025Q4: 1,583 shares 1,583 $451K 0.01% +168 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: 8,461 shares; 2025Q1: 8,127 shares; 2025Q2: 8,072 shares; 2025Q3: 9,433 shares; 2025Q4: 9,130 shares 9,130 $450K 0.01% -303 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,120 shares; 2025Q1: 10,422 shares; 2025Q2: 10,781 shares; 2025Q3: 11,079 shares; 2025Q4: 12,833 shares 12,833 $449K 0.01% +1,754 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,522 shares; 2025Q3: 6,281 shares; 2025Q4: 6,185 shares 6,185 $449K 0.01% -96 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,886 shares; 2025Q3: 5,673 shares; 2025Q4: 5,322 shares 5,322 $445K 0.01% -351 Timeline BKAG 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: not reported; 2025Q1: not reported; 2025Q2: 8,921 shares; 2025Q3: 9,003 shares; 2025Q4: 10,503 shares 10,503 $445K 0.01% +1,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,546 shares; 2025Q4: 3,151 shares 3,151 $444K 0.01% +605 Timeline BUFG 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: 9,213 shares; 2024Q4: 11,953 shares; 2025Q1: 12,480 shares; 2025Q2: 12,910 shares; 2025Q3: 15,255 shares; 2025Q4: 16,042 shares 16,042 $441K 0.01% +787 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,565 shares; 2024Q4: 35,033 shares; 2025Q1: 22,409 shares; 2025Q2: 7,910 shares; 2025Q3: 7,579 shares; 2025Q4: 8,179 shares 8,179 $440K 0.01% +600 Timeline FEBU 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: 15,892 shares; 2025Q3: 15,892 shares; 2025Q4: 15,892 shares 15,892 $440K 0.01% 0 Timeline NTRL 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: 30,010 shares; 2024Q4: 35,392 shares; 2025Q1: 45,375 shares; 2025Q2: 30,988 shares; 2025Q3: 20,631 shares; 2025Q4: 21,235 shares 21,235 $438K 0.01% +604 Timeline KBWD 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: 16,700 shares; 2024Q4: 26,520 shares; 2025Q1: 29,009 shares; 2025Q2: 14,330 shares; 2025Q3: 25,975 shares; 2025Q4: 32,047 shares 32,047 $438K 0.01% +6,072 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,338 shares; 2025Q2: 4,598 shares; 2025Q3: 4,455 shares; 2025Q4: 6,023 shares 6,023 $430K 0.01% +1,568 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: not reported; 2024Q4: 8,769 shares; 2025Q1: 8,739 shares; 2025Q2: 8,980 shares; 2025Q3: 8,187 shares; 2025Q4: 8,870 shares 8,870 $430K 0.01% +683 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,686 shares; 2025Q1: 1,908 shares; 2025Q2: 2,357 shares; 2025Q3: 2,446 shares; 2025Q4: 2,382 shares 2,382 $430K 0.01% -64 Timeline SCMB 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: 8,216 shares; 2025Q1: 12,251 shares; 2025Q2: 16,337 shares; 2025Q3: 16,486 shares; 2025Q4: 16,679 shares 16,679 $430K 0.01% +193 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: 133 shares; 2024Q4: 657 shares; 2025Q1: 127 shares; 2025Q2: 202 shares; 2025Q3: 287 shares; 2025Q4: 213 shares 213 $429K 0.01% -74 Timeline REM 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: 13,150 shares; 2024Q4: 14,490 shares; 2025Q1: 16,130 shares; 2025Q2: 18,098 shares; 2025Q3: 19,361 shares; 2025Q4: 19,342 shares 19,342 $429K 0.01% -19 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: 6,923 shares; 2024Q4: 14,350 shares; 2025Q1: 14,895 shares; 2025Q2: 14,818 shares; 2025Q3: 15,490 shares; 2025Q4: 15,047 shares 15,047 $429K 0.01% -443 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: not reported; 2024Q4: 1,853 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares 3,255 $427K 0.01% new Timeline UPRO 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: 5,193 shares; 2024Q4: 4,771 shares; 2025Q1: 4,371 shares; 2025Q2: 5,366 shares; 2025Q3: 3,871 shares; 2025Q4: 3,654 shares 3,654 $423K 0.01% -217 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 3,273 shares; 2025Q1: 3,490 shares; 2025Q2: 4,771 shares; 2025Q3: 3,256 shares; 2025Q4: 3,183 shares 3,183 $422K 0.01% -73 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,165 shares; 2025Q2: 4,168 shares; 2025Q3: 5,095 shares; 2025Q4: 5,232 shares 5,232 $422K 0.01% +137 Timeline ROOT ROOT INC More: the full row for ROOT 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: 18,706 shares; 2025Q2: 22,487 shares; 2025Q3: 19,989 shares; 2025Q4: 5,839 shares 5,839 $422K 0.01% -14,150 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,314 shares 16,314 $419K 0.01% new Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,109 shares 12,109 $418K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,709 shares; 2025Q1: 1,651 shares; 2025Q2: 1,756 shares; 2025Q3: 1,636 shares; 2025Q4: 1,692 shares 1,692 $418K 0.01% +56 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: 4,485 shares; 2024Q4: 4,693 shares; 2025Q1: 5,516 shares; 2025Q2: 5,881 shares; 2025Q3: 5,590 shares; 2025Q4: 5,198 shares 5,198 $417K 0.01% -392 Timeline FMDE 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: 13,354 shares; 2024Q4: 13,356 shares; 2025Q1: 11,445 shares; 2025Q2: 11,734 shares; 2025Q3: 10,795 shares; 2025Q4: 11,446 shares 11,446 $416K 0.01% +651 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares 2,408 $416K 0.01% new Timeline PRN 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: not reported; 2025Q3: not reported; 2025Q4: 2,376 shares 2,376 $415K 0.01% new Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,221 shares 25,221 $409K 0.01% new Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,670 shares; 2025Q4: 2,219 shares 2,219 $408K 0.01% +549 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: 905 shares; 2024Q4: 1,692 shares; 2025Q1: 2,642 shares; 2025Q2: 1,686 shares; 2025Q3: 1,639 shares; 2025Q4: 1,768 shares 1,768 $403K 0.01% +129 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,102 shares; 2025Q3: 6,763 shares; 2025Q4: 6,562 shares 6,562 $403K 0.01% -201 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 5,832 shares; 2025Q1: 5,399 shares; 2025Q2: 4,519 shares; 2025Q3: 3,356 shares; 2025Q4: 2,727 shares 2,727 $400K 0.01% -629 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: not reported; 2024Q4: not reported; 2025Q1: 3,905 shares; 2025Q2: 4,293 shares; 2025Q3: 5,328 shares; 2025Q4: 6,791 shares 6,791 $398K 0.01% +1,463 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,588 shares; 2025Q1: 40,838 shares; 2025Q2: 37,338 shares; 2025Q3: 39,338 shares; 2025Q4: 37,838 shares 37,838 $397K 0.01% -1,500 Timeline BDCZ UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,300 shares; 2024Q4: 26,347 shares; 2025Q1: 29,286 shares; 2025Q2: 21,971 shares; 2025Q3: 23,529 shares; 2025Q4: 23,552 shares 23,552 $396K 0.01% +23 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,712 shares 17,712 $396K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 58,356 shares; 2025Q4: 35,233 shares 35,233 $396K 0.01% -23,123 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,867 shares; 2025Q1: 8,502 shares; 2025Q2: 8,456 shares; 2025Q3: 8,082 shares; 2025Q4: 8,091 shares 8,091 $394K 0.01% +9 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 7,897 shares; 2025Q1: 7,902 shares; 2025Q2: 8,026 shares; 2025Q3: 8,261 shares; 2025Q4: 8,213 shares 8,213 $392K 0.01% -48 Timeline MLYS MINERALYS THERAPEUTICS INC More: the full row for MINERALYS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 10,750 shares; 2025Q1: 10,750 shares; 2025Q2: 10,750 shares; 2025Q3: 10,750 shares; 2025Q4: 10,750 shares 10,750 $390K 0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,351 shares; 2024Q4: 17,236 shares; 2025Q1: 17,429 shares; 2025Q2: 16,831 shares; 2025Q3: 15,032 shares; 2025Q4: 16,692 shares 16,692 $389K 0.01% +1,660 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,795 shares 9,795 $389K 0.01% new Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,530 shares 13,530 $388K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,216 shares; 2025Q3: 1,857 shares; 2025Q4: 2,313 shares 2,313 $385K 0.01% +456 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: 3,316 shares; 2024Q4: 9,198 shares; 2025Q1: 9,336 shares; 2025Q2: 13,713 shares; 2025Q3: 21,248 shares; 2025Q4: 14,620 shares 14,620 $383K 0.01% -6,628 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,631 shares; 2025Q2: 7,687 shares; 2025Q3: 7,702 shares; 2025Q4: 10,184 shares 10,184 $381K 0.01% +2,482 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,001 shares; 2025Q3: 19,090 shares; 2025Q4: 18,300 shares 18,300 $381K 0.01% -790 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,686 shares; 2025Q1: 7,637 shares; 2025Q2: 7,596 shares; 2025Q3: 7,224 shares; 2025Q4: 7,672 shares 7,672 $379K 0.01% +448 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,389 shares; 2025Q1: 3,395 shares; 2025Q2: 3,399 shares; 2025Q3: 3,307 shares; 2025Q4: 3,003 shares 3,003 $378K 0.01% -304 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 4,425 shares; 2025Q1: 5,058 shares; 2025Q2: 5,235 shares; 2025Q3: 5,518 shares; 2025Q4: 5,676 shares 5,676 $375K 0.01% +158 Timeline EIPI 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: 23,027 shares; 2025Q1: 31,770 shares; 2025Q2: 26,941 shares; 2025Q3: 23,899 shares; 2025Q4: 18,791 shares 18,791 $373K 0.01% -5,108 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: 11,665 shares; 2024Q4: 11,449 shares; 2025Q1: 17,261 shares; 2025Q2: 13,291 shares; 2025Q3: 13,654 shares; 2025Q4: 15,621 shares 15,621 $373K 0.01% +1,967 Timeline EWU 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: 6,253 shares; 2025Q2: 8,513 shares; 2025Q3: 8,460 shares; 2025Q4: 8,470 shares 8,470 $373K 0.01% +10 Timeline PFFV 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: 17,229 shares; 2024Q4: 17,167 shares; 2025Q1: 15,656 shares; 2025Q2: 24,324 shares; 2025Q3: 23,083 shares; 2025Q4: 16,525 shares 16,525 $367K 0.01% -6,558 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 6,315 shares; 2025Q1: 3,955 shares; 2025Q2: 3,480 shares; 2025Q3: 3,474 shares; 2025Q4: 3,316 shares 3,316 $366K 0.01% -158 Timeline VT 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: 2,539 shares; 2024Q4: 2,763 shares; 2025Q1: 2,842 shares; 2025Q2: 2,337 shares; 2025Q3: 2,439 shares; 2025Q4: 2,590 shares 2,590 $365K 0.01% +151 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,368 shares; 2025Q1: 3,443 shares; 2025Q2: 1,561 shares; 2025Q3: 1,641 shares; 2025Q4: 2,465 shares 2,465 $365K 0.01% +824 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 2,015 shares; 2025Q1: 1,727 shares; 2025Q2: 1,729 shares; 2025Q3: 1,440 shares; 2025Q4: 1,407 shares 1,407 $364K 0.01% -33 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 2,037 shares; 2025Q1: 915 shares; 2025Q2: 858 shares; 2025Q3: 890 shares; 2025Q4: 926 shares 926 $360K 0.01% +36 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: 19,136 shares; 2024Q4: 13,854 shares; 2025Q1: 12,271 shares; 2025Q2: 14,528 shares; 2025Q3: 7,777 shares; 2025Q4: 7,653 shares 7,653 $360K 0.01% -124 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: 2,748 shares; 2024Q4: 2,770 shares; 2025Q1: 2,765 shares; 2025Q2: 4,392 shares; 2025Q3: 4,369 shares; 2025Q4: 4,508 shares 4,508 $359K 0.01% +139 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 3,442 shares; 2025Q1: 3,634 shares; 2025Q2: 3,209 shares; 2025Q3: 2,945 shares; 2025Q4: 2,896 shares 2,896 $359K 0.01% -49 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,624 shares; 2025Q1: 7,396 shares; 2025Q2: 7,339 shares; 2025Q3: 6,713 shares; 2025Q4: 6,706 shares 6,706 $356K 0.01% -7 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,126 shares; 2025Q1: 7,925 shares; 2025Q2: 8,318 shares; 2025Q3: 7,935 shares; 2025Q4: 7,602 shares 7,602 $355K 0.01% -333 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: 8,522 shares; 2025Q1: 8,400 shares; 2025Q2: 8,352 shares; 2025Q3: 7,943 shares; 2025Q4: 7,980 shares 7,980 $355K 0.01% +37 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: 5,209 shares; 2024Q4: not reported; 2025Q1: 5,299 shares; 2025Q2: 5,232 shares; 2025Q3: 6,687 shares; 2025Q4: 7,220 shares 7,220 $354K 0.01% +533 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: 7,223 shares; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 8,804 shares; 2025Q4: 6,221 shares 6,221 $354K 0.01% -2,583 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 3,829 shares 3,829 $354K 0.01% +125 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: 1,488 shares; 2024Q4: 1,526 shares; 2025Q1: 1,561 shares; 2025Q2: 1,389 shares; 2025Q3: 1,384 shares; 2025Q4: 1,409 shares 1,409 $353K 0.01% +25 Timeline IQLT 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: 7,738 shares 7,738 $352K 0.01% new Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,243 shares; 2025Q3: 18,536 shares; 2025Q4: 11,157 shares 11,157 $352K 0.01% -7,379 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 15,125 shares; 2025Q1: 10,159 shares; 2025Q2: 9,142 shares; 2025Q3: 6,867 shares; 2025Q4: 6,938 shares 6,938 $349K 0.01% +71 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: 18,355 shares; 2024Q4: 22,689 shares; 2025Q1: 13,591 shares; 2025Q2: 14,832 shares; 2025Q3: 15,334 shares; 2025Q4: 16,300 shares 16,300 $348K 0.01% +966 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 3,558 shares; 2025Q1: 3,639 shares; 2025Q2: 3,301 shares; 2025Q3: 2,957 shares; 2025Q4: 2,866 shares 2,866 $347K 0.01% -91 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,553 shares; 2025Q1: 9,294 shares; 2025Q2: 9,230 shares; 2025Q3: 7,732 shares; 2025Q4: 7,745 shares 7,745 $347K 0.01% +13 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 12,847 shares; 2025Q1: 12,570 shares; 2025Q2: 10,847 shares; 2025Q3: 12,188 shares; 2025Q4: 11,905 shares 11,905 $346K 0.01% -283 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 15,987 shares; 2025Q1: 11,987 shares; 2025Q2: 11,987 shares; 2025Q3: 11,687 shares; 2025Q4: 7,527 shares 7,527 $345K 0.01% -4,160 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,536 shares 11,536 $345K 0.01% new Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 10,763 shares 10,763 $344K 0.01% +3,663 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,608 shares; 2024Q4: 10,607 shares; 2025Q1: 9,253 shares; 2025Q2: 9,030 shares; 2025Q3: 8,872 shares; 2025Q4: 8,872 shares 8,872 $343K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 6,443 shares; 2025Q1: 6,791 shares; 2025Q2: 6,458 shares; 2025Q3: 5,254 shares; 2025Q4: 4,961 shares 4,961 $340K 0.01% -293 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,597 shares; 2025Q1: 7,412 shares; 2025Q2: 7,387 shares; 2025Q3: 7,043 shares; 2025Q4: 7,092 shares 7,092 $340K 0.01% +49 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,374 shares; 2025Q4: 3,915 shares 3,915 $340K 0.01% +541 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,698 shares; 2024Q4: 12,407 shares; 2025Q1: 11,551 shares; 2025Q2: 11,209 shares; 2025Q3: 9,441 shares; 2025Q4: 8,139 shares 8,139 $339K 0.01% -1,302 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,613 shares; 2025Q1: not reported; 2025Q2: 10,895 shares; 2025Q3: 12,444 shares; 2025Q4: 15,886 shares 15,886 $338K 0.01% +3,442 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 6,392 shares; 2025Q1: 6,206 shares; 2025Q2: 7,335 shares; 2025Q3: 7,820 shares; 2025Q4: 7,679 shares 7,679 $335K 0.01% -141 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 11,938 shares; 2025Q2: 13,431 shares; 2025Q3: 13,931 shares; 2025Q4: 14,431 shares 14,431 $335K 0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717 shares; 2025Q4: 1,153 shares 1,153 $334K 0.01% +436 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,107 shares; 2025Q2: 5,562 shares; 2025Q3: 4,757 shares; 2025Q4: 5,147 shares 5,147 $334K 0.01% +390 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,621 shares; 2024Q4: 11,838 shares; 2025Q1: 10,964 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,321 shares 4,321 $331K 0.01% new 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: 4,517 shares; 2024Q4: 4,561 shares; 2025Q1: 4,589 shares; 2025Q2: 5,643 shares; 2025Q3: 5,224 shares; 2025Q4: 5,843 shares 5,843 $331K 0.01% +619 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,746 shares 4,746 $331K 0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,183 shares 18,183 $329K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,986 shares; 2025Q4: 7,223 shares 7,223 $324K 0.01% +3,237 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,453 shares; 2025Q1: 25,987 shares; 2025Q2: 33,642 shares; 2025Q3: 7,644 shares; 2025Q4: 7,644 shares 7,644 $324K 0.01% 0 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: 16,783 shares; 2024Q4: 33,991 shares; 2025Q1: 22,322 shares; 2025Q2: 18,391 shares; 2025Q3: 18,055 shares; 2025Q4: 4,108 shares 4,108 $323K 0.01% -13,947 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,577 shares; 2024Q4: 3,271 shares; 2025Q1: 5,294 shares; 2025Q2: 3,232 shares; 2025Q3: 3,390 shares; 2025Q4: 3,514 shares 3,514 $323K 0.01% +124 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: 17,222 shares; 2025Q1: 12,204 shares; 2025Q2: 13,392 shares; 2025Q3: 12,057 shares; 2025Q4: 11,495 shares 11,495 $323K 0.01% -562 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,559 shares; 2024Q4: 28,842 shares; 2025Q1: 45,572 shares; 2025Q2: 4,878 shares; 2025Q3: 5,515 shares; 2025Q4: 5,045 shares 5,045 $321K 0.01% -470 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 4,782 shares; 2025Q1: 7,130 shares; 2025Q2: 7,137 shares; 2025Q3: 5,380 shares; 2025Q4: 4,045 shares 4,045 $318K 0.01% -1,335 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: 2,573 shares; 2024Q4: 2,308 shares; 2025Q1: 2,278 shares; 2025Q2: 2,598 shares; 2025Q3: 2,476 shares; 2025Q4: 2,343 shares 2,343 $318K 0.01% -133 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY 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: 3,035 shares; 2025Q3: 2,739 shares; 2025Q4: 2,715 shares 2,715 $317K 0.01% -24 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,593 shares; 2025Q4: 2,053 shares 2,053 $316K 0.01% +460 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,838 shares 5,838 $314K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,513 shares; 2025Q4: 7,214 shares 7,214 $314K 0.01% +701 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: 14,992 shares; 2025Q1: 17,887 shares; 2025Q2: 17,504 shares; 2025Q3: 9,227 shares; 2025Q4: 10,731 shares 10,731 $314K 0.01% +1,504 Timeline DBAW 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: 9,588 shares; 2024Q4: 9,633 shares; 2025Q1: 7,528 shares; 2025Q2: 7,240 shares; 2025Q3: 7,440 shares; 2025Q4: 7,582 shares 7,582 $313K 0.01% +142 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: not reported; 2024Q4: 28,817 shares; 2025Q1: 26,692 shares; 2025Q2: 20,361 shares; 2025Q3: 18,476 shares; 2025Q4: 17,814 shares 17,814 $312K 0.01% -662 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $312K 0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,711 shares 7,711 $310K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,781 shares; 2025Q4: 2,905 shares 2,905 $310K 0.01% +124 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,457 shares; 2025Q3: 12,642 shares; 2025Q4: 11,630 shares 11,630 $309K 0.01% -1,012 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,165 shares; 2025Q4: 12,165 shares 12,165 $308K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,232 shares; 2025Q3: not reported; 2025Q4: 11,731 shares 11,731 $307K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 867 shares; 2025Q3: 1,083 shares; 2025Q4: 979 shares 979 $306K 0.01% -104 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,693 shares; 2024Q4: 15,544 shares; 2025Q1: 16,590 shares; 2025Q2: 16,499 shares; 2025Q3: 16,450 shares; 2025Q4: 17,440 shares 17,440 $303K 0.01% +990 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 545 shares; 2025Q4: 546 shares 546 $301K 0.01% +1 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 7,923 shares; 2025Q1: 6,682 shares; 2025Q2: 6,673 shares; 2025Q3: 6,757 shares; 2025Q4: 5,109 shares 5,109 $301K 0.01% -1,648 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: not reported; 2024Q4: 1,502 shares; 2025Q1: 1,491 shares; 2025Q2: 1,603 shares; 2025Q3: 1,663 shares; 2025Q4: 1,545 shares 1,545 $299K 0.01% -118 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 17,937 shares 17,937 $299K 0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 38,120 shares; 2025Q1: 12,270 shares; 2025Q2: 28,248 shares; 2025Q3: 26,928 shares; 2025Q4: 22,593 shares 22,593 $298K 0.01% -4,335 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,534 shares; 2025Q1: 3,636 shares; 2025Q2: 4,771 shares; 2025Q3: 4,224 shares; 2025Q4: 3,309 shares 3,309 $298K 0.01% -915 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,198 shares; 2025Q1: 2,742 shares; 2025Q2: 3,016 shares; 2025Q3: 1,472 shares; 2025Q4: 1,449 shares 1,449 $297K 0.01% -23 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 6,785 shares; 2025Q1: 6,464 shares; 2025Q2: 6,348 shares; 2025Q3: 3,873 shares; 2025Q4: 3,843 shares 3,843 $297K 0.01% -30 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 802 shares; 2025Q4: 703 shares 703 $297K 0.01% -99 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,732 shares 3,732 $296K 0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 2,034 shares; 2025Q1: 2,076 shares; 2025Q2: 2,287 shares; 2025Q3: 2,171 shares; 2025Q4: 2,400 shares 2,400 $295K 0.01% +229 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: 14,696 shares; 2024Q4: 9,177 shares; 2025Q1: 9,487 shares; 2025Q2: 9,212 shares; 2025Q3: 9,120 shares; 2025Q4: 6,653 shares 6,653 $295K 0.01% -2,467 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: not reported; 2025Q4: 1,865 shares 1,865 $293K 0.01% new 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: 3,717 shares; 2025Q3: 6,137 shares; 2025Q4: 3,204 shares 3,204 $293K 0.01% -2,933 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,991 shares; 2025Q4: 4,981 shares 4,981 $293K 0.01% -10 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,775 shares; 2025Q4: 1,285 shares 1,285 $292K 0.01% -490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,823 shares; 2025Q4: 5,161 shares 5,161 $292K 0.01% +338 Timeline MBSD 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: 296,195 shares; 2024Q4: 291,549 shares; 2025Q1: 301,567 shares; 2025Q2: 298,885 shares; 2025Q3: 294,461 shares; 2025Q4: 14,031 shares 14,031 $291K 0.01% -280,430 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,417 shares 1,417 $291K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 5,539 shares 5,539 $291K 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,543 shares; 2025Q3: 19,427 shares; 2025Q4: 7,491 shares 7,491 $290K 0.01% -11,936 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,530 shares; 2025Q1: 136,525 shares; 2025Q2: 8,859 shares; 2025Q3: 6,442 shares; 2025Q4: 6,127 shares 6,127 $290K 0.01% -315 Timeline FDN 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: 866 shares; 2025Q1: not reported; 2025Q2: 812 shares; 2025Q3: 771 shares; 2025Q4: 1,077 shares 1,077 $290K 0.01% +306 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: 14,408 shares; 2024Q4: 14,732 shares; 2025Q1: 16,053 shares; 2025Q2: 15,814 shares; 2025Q3: 9,723 shares; 2025Q4: 2,303 shares 2,303 $290K 0.01% -7,420 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,206 shares; 2025Q3: 4,928 shares; 2025Q4: 6,309 shares 6,309 $290K 0.01% +1,381 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,675 shares; 2025Q4: 4,129 shares 4,129 $287K 0.01% -546 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,963 shares; 2024Q4: 11,749 shares; 2025Q1: 13,002 shares; 2025Q2: 13,619 shares; 2025Q3: 7,598 shares; 2025Q4: 7,518 shares 7,518 $286K 0.01% -80 Timeline IBBQ 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: 10,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,072 shares 10,072 $286K 0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,617 shares; 2025Q1: 52,967 shares; 2025Q2: 46,483 shares; 2025Q3: 39,983 shares; 2025Q4: 30,783 shares 30,783 $284K 0.01% -9,200 Timeline BBAG 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: 26,157 shares; 2024Q4: 18,900 shares; 2025Q1: 14,091 shares; 2025Q2: 10,857 shares; 2025Q3: 6,598 shares; 2025Q4: 6,111 shares 6,111 $284K 0.01% -487 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,868 shares; 2025Q4: 4,849 shares 4,849 $283K 0.01% +981 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: 12,288 shares; 2024Q4: 14,548 shares; 2025Q1: 19,257 shares; 2025Q2: 19,920 shares; 2025Q3: 7,309 shares; 2025Q4: 3,565 shares 3,565 $283K 0.01% -3,744 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,722 shares; 2025Q4: 4,849 shares 4,849 $283K 0.01% +127 Timeline GTO 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: 11,378 shares; 2024Q4: 10,587 shares; 2025Q1: 9,015 shares; 2025Q2: 7,549 shares; 2025Q3: 5,807 shares; 2025Q4: 5,953 shares 5,953 $282K 0.01% +146 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 693 shares; 2025Q4: 702 shares 702 $282K 0.01% +9 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,430 shares; 2025Q1: 8,440 shares; 2025Q2: 8,607 shares; 2025Q3: 8,203 shares; 2025Q4: 7,857 shares 7,857 $282K 0.01% -346 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: 3,809 shares; 2025Q3: 4,292 shares; 2025Q4: 4,189 shares 4,189 $282K 0.01% -103 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,572 shares 11,572 $282K 0.01% new Timeline SPEU 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: 26,045 shares; 2025Q2: 4,509 shares; 2025Q3: 5,329 shares; 2025Q4: 5,407 shares 5,407 $282K 0.01% +78 Timeline DMXF 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: 4,577 shares; 2024Q4: 5,852 shares; 2025Q1: 6,022 shares; 2025Q2: 5,865 shares; 2025Q3: 3,734 shares; 2025Q4: 3,749 shares 3,749 $282K 0.01% +15 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,218 shares; 2025Q3: 12,290 shares; 2025Q4: 12,833 shares 12,833 $281K 0.01% +543 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,356 shares; 2025Q4: 3,768 shares 3,768 $280K 0.01% -2,588 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 11,681 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares; 2025Q4: 11,681 shares 11,681 $278K 0.01% 0 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,950 shares; 2025Q1: 24,045 shares; 2025Q2: 22,093 shares; 2025Q3: 18,300 shares; 2025Q4: 19,600 shares 19,600 $276K 0.01% +1,300 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $276K 0.01% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $275K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 9,465 shares; 2025Q1: 9,029 shares; 2025Q2: 9,605 shares; 2025Q3: 6,815 shares; 2025Q4: 6,983 shares 6,983 $273K 0.01% +168 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares 7,667 $273K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,296 shares; 2025Q2: 6,354 shares; 2025Q3: 7,678 shares; 2025Q4: 6,528 shares 6,528 $273K 0.01% -1,150 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,463 shares; 2024Q4: 20,044 shares; 2025Q1: 6,359 shares; 2025Q2: not reported; 2025Q3: 6,313 shares; 2025Q4: 5,358 shares 5,358 $273K 0.01% -955 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,755 shares 3,755 $271K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,795 shares; 2025Q2: 3,149 shares; 2025Q3: 4,117 shares; 2025Q4: 2,294 shares 2,294 $270K 0.01% -1,823 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,472 shares 10,472 $270K 0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,106 shares; 2025Q3: 1,770 shares; 2025Q4: 1,873 shares 1,873 $269K 0.01% +103 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,715 shares; 2025Q1: not reported; 2025Q2: 2,693 shares; 2025Q3: 3,249 shares; 2025Q4: 3,156 shares 3,156 $269K 0.01% -93 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 2,615 shares; 2025Q2: 2,647 shares; 2025Q3: 2,290 shares; 2025Q4: 2,105 shares 2,105 $268K 0.01% -185 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,926 shares; 2025Q3: 6,983 shares; 2025Q4: 6,998 shares 6,998 $267K 0.01% +15 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares 2,649 $267K 0.01% new Timeline