RSSS RESEARCH SOLUTIONS INC More: the full row for RESEARCH SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,582 shares; 2025Q1: 183,693 shares; 2025Q2: 282,702 shares; 2025Q3: 276,034 shares; 2025Q4: 289,517 shares 289,517 $851K 0.03% +13,483 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,126 shares; 2025Q1: 12,735 shares; 2025Q2: 12,089 shares; 2025Q3: 7,943 shares; 2025Q4: 7,608 shares 7,608 $838K 0.03% -335 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: restricted; 2024Q4: 8,283 shares; 2025Q1: 8,265 shares; 2025Q2: 8,258 shares; 2025Q3: 7,958 shares; 2025Q4: 7,971 shares 7,971 $837K 0.03% +13 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,002 shares; 2025Q1: 41,199 shares; 2025Q2: 44,759 shares; 2025Q3: 44,202 shares; 2025Q4: 56,707 shares 56,707 $831K 0.03% +12,505 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,471 shares 13,471 $813K 0.03% new Timeline IWY 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: restricted; 2024Q4: 4,680 shares; 2025Q1: 4,835 shares; 2025Q2: 3,715 shares; 2025Q3: 3,547 shares; 2025Q4: 2,919 shares 2,919 $808K 0.03% -628 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 960 shares; 2025Q2: 1,034 shares; 2025Q3: 1,022 shares; 2025Q4: 992 shares 992 $803K 0.03% -30 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: restricted; 2024Q4: 34,133 shares; 2025Q1: 31,243 shares; 2025Q2: 31,852 shares; 2025Q3: 33,641 shares; 2025Q4: 10,428 shares 10,428 $802K 0.03% -23,213 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,243 shares; 2025Q1: 1,455 shares; 2025Q2: 1,725 shares; 2025Q3: 1,763 shares; 2025Q4: 1,798 shares 1,798 $802K 0.03% +35 MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,586 shares; 2025Q2: 28,367 shares; 2025Q3: 27,766 shares; 2025Q4: 31,268 shares 31,268 $802K 0.03% +3,502 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,792 shares 39,792 $793K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,702 shares; 2025Q3: 10,173 shares; 2025Q4: 10,712 shares 10,712 $789K 0.03% +539 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: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,537 shares; 2025Q2: 1,511 shares; 2025Q3: 1,457 shares; 2025Q4: 1,538 shares 1,538 $785K 0.03% +81 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: restricted; 2024Q4: not reported; 2025Q1: 6,841 shares; 2025Q2: 6,846 shares; 2025Q3: 6,774 shares; 2025Q4: 6,669 shares 6,669 $784K 0.03% -105 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: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,006 shares; 2025Q2: 1,925 shares; 2025Q3: 2,496 shares; 2025Q4: 2,315 shares 2,315 $779K 0.03% -181 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,711 shares 9,711 $776K 0.02% new Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,528 shares; 2025Q1: 4,421 shares; 2025Q2: 4,717 shares; 2025Q3: 5,980 shares; 2025Q4: 8,991 shares 8,991 $767K 0.02% +3,011 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,999 shares; 2025Q1: 19,209 shares; 2025Q2: 29,777 shares; 2025Q3: 30,662 shares; 2025Q4: 28,724 shares 28,724 $765K 0.02% -1,938 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: restricted; 2024Q4: not reported; 2025Q1: 7,613 shares; 2025Q2: 7,117 shares; 2025Q3: 6,583 shares; 2025Q4: 6,077 shares 6,077 $765K 0.02% -506 Timeline BGRN 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: restricted; 2024Q4: 16,301 shares; 2025Q1: 16,328 shares; 2025Q2: 16,959 shares; 2025Q3: 15,793 shares; 2025Q4: 15,933 shares 15,933 $764K 0.02% +140 Timeline BUCK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,221 shares; 2025Q4: 32,031 shares 32,031 $759K 0.02% +7,810 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: restricted; 2024Q4: 12,950 shares; 2025Q1: 12,281 shares; 2025Q2: 11,740 shares; 2025Q3: 10,872 shares; 2025Q4: 10,270 shares 10,270 $755K 0.02% -602 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,017 shares; 2025Q1: 3,615 shares; 2025Q2: 4,410 shares; 2025Q3: 4,844 shares; 2025Q4: 5,213 shares 5,213 $755K 0.02% +369 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,331 shares; 2025Q2: 19,032 shares; 2025Q3: 19,741 shares; 2025Q4: 18,023 shares 18,023 $744K 0.02% -1,718 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,452 shares 16,452 $741K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,813 shares; 2025Q2: 5,505 shares; 2025Q3: 5,469 shares; 2025Q4: 5,415 shares 5,415 $737K 0.02% -54 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,551 shares; 2025Q1: 40,551 shares; 2025Q2: 56,324 shares; 2025Q3: 56,668 shares; 2025Q4: 28,340 shares 28,340 $737K 0.02% -28,328 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,842 shares; 2025Q1: 3,941 shares; 2025Q2: 3,625 shares; 2025Q3: 3,952 shares; 2025Q4: 3,533 shares 3,533 $735K 0.02% -419 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,540 shares; 2025Q1: 6,402 shares; 2025Q2: 7,063 shares; 2025Q3: 9,357 shares; 2025Q4: 9,317 shares 9,317 $734K 0.02% -40 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,234 shares 35,234 $733K 0.02% new 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: restricted; 2024Q4: 28,308 shares; 2025Q1: 27,570 shares; 2025Q2: 26,989 shares; 2025Q3: 22,783 shares; 2025Q4: 17,209 shares 17,209 $729K 0.02% -5,574 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,016 shares; 2025Q1: 16,931 shares; 2025Q2: 17,723 shares; 2025Q3: 18,084 shares; 2025Q4: 16,983 shares 16,983 $728K 0.02% -1,101 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,388 shares; 2025Q1: 11,173 shares; 2025Q2: 11,106 shares; 2025Q3: 10,676 shares; 2025Q4: 10,680 shares 10,680 $727K 0.02% +4 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,049 shares; 2025Q1: 28,007 shares; 2025Q2: 27,185 shares; 2025Q3: 27,296 shares; 2025Q4: 26,615 shares 26,615 $727K 0.02% -681 Timeline OWLT OWLET INC More: the full row for OWLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,645 shares; 2025Q1: 44,645 shares; 2025Q2: 44,645 shares; 2025Q3: 44,645 shares; 2025Q4: 44,645 shares 44,645 $723K 0.02% 0 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: restricted; 2024Q4: 19,813 shares; 2025Q1: 19,504 shares; 2025Q2: 19,122 shares; 2025Q3: 17,434 shares; 2025Q4: 13,326 shares 13,326 $717K 0.02% -4,108 Timeline ENFR 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: restricted; 2024Q4: 9,946 shares; 2025Q1: 10,177 shares; 2025Q2: 21,023 shares; 2025Q3: 23,253 shares; 2025Q4: 22,663 shares 22,663 $713K 0.02% -590 Timeline IVE 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: restricted; 2024Q4: 3,917 shares; 2025Q1: 3,362 shares; 2025Q2: 3,169 shares; 2025Q3: 3,076 shares; 2025Q4: 3,342 shares 3,342 $709K 0.02% +266 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,631 shares; 2025Q3: 37,619 shares; 2025Q4: 26,685 shares 26,685 $703K 0.02% -10,934 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,416 shares 9,416 $699K 0.02% new Timeline PJUL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,022 shares; 2025Q3: 15,022 shares; 2025Q4: 15,011 shares 15,011 $697K 0.02% -11 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,891 shares; 2025Q1: 5,987 shares; 2025Q2: 5,180 shares; 2025Q3: 5,799 shares; 2025Q4: 5,810 shares 5,810 $696K 0.02% +11 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,913 shares; 2025Q2: 16,337 shares; 2025Q3: 21,500 shares; 2025Q4: 23,007 shares 23,007 $695K 0.02% +1,507 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,014 shares; 2025Q1: 66,390 shares; 2025Q2: 54,927 shares; 2025Q3: 52,256 shares; 2025Q4: 15,556 shares 15,556 $695K 0.02% -36,700 Timeline CAOS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,254 shares; 2025Q4: 7,732 shares 7,732 $694K 0.02% -2,522 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,069 shares; 2025Q3: 5,596 shares; 2025Q4: 5,550 shares 5,550 $689K 0.02% -46 Timeline RYLD 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: restricted; 2024Q4: 40,899 shares; 2025Q1: 37,240 shares; 2025Q2: 22,090 shares; 2025Q3: 30,940 shares; 2025Q4: 44,974 shares 44,974 $688K 0.02% +14,034 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: restricted; 2024Q4: 18,306 shares; 2025Q1: 16,620 shares; 2025Q2: 13,105 shares; 2025Q3: 12,777 shares; 2025Q4: 11,422 shares 11,422 $687K 0.02% -1,355 Timeline BYLD 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: restricted; 2024Q4: 33,537 shares; 2025Q1: 34,918 shares; 2025Q2: 29,642 shares; 2025Q3: 29,790 shares; 2025Q4: 30,113 shares 30,113 $686K 0.02% +323 Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,979 shares 26,979 $684K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 4,700 shares; 2025Q4: 6,011 shares 6,011 $680K 0.02% +1,311 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: restricted; 2024Q4: 11,250 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,600 shares; 2025Q4: 13,600 shares 13,600 $678K 0.02% +2,000 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,680 shares; 2025Q1: 57,719 shares; 2025Q2: 67,755 shares; 2025Q3: 86,932 shares; 2025Q4: 86,187 shares 86,187 $675K 0.02% -745 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,259 shares; 2025Q1: 32,295 shares; 2025Q2: 32,198 shares; 2025Q3: 27,951 shares; 2025Q4: 25,620 shares 25,620 $675K 0.02% -2,331 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,457 shares; 2025Q1: 2,533 shares; 2025Q2: 2,378 shares; 2025Q3: 2,468 shares; 2025Q4: 2,463 shares 2,463 $673K 0.02% -5 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: restricted; 2024Q4: 5,796 shares; 2025Q1: 5,482 shares; 2025Q2: 5,581 shares; 2025Q3: 9,753 shares; 2025Q4: 9,715 shares 9,715 $664K 0.02% -38 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,456 shares; 2025Q1: 23,447 shares; 2025Q2: 23,181 shares; 2025Q3: 18,646 shares; 2025Q4: 19,216 shares 19,216 $662K 0.02% +570 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,607 shares; 2025Q1: 5,407 shares; 2025Q2: 5,706 shares; 2025Q3: 6,297 shares; 2025Q4: 5,734 shares 5,734 $661K 0.02% -563 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,541 shares 12,541 $660K 0.02% new 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: restricted; 2024Q4: 6,043 shares; 2025Q1: 5,782 shares; 2025Q2: 5,827 shares; 2025Q3: 5,080 shares; 2025Q4: 2,285 shares 2,285 $660K 0.02% -2,795 Timeline LTPZ 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: restricted; 2024Q4: 7,000 shares; 2025Q1: 8,167 shares; 2025Q2: 11,946 shares; 2025Q3: 11,727 shares; 2025Q4: 12,561 shares 12,561 $650K 0.02% +834 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 8,301 shares; 2025Q3: 7,899 shares; 2025Q4: 7,614 shares 7,614 $650K 0.02% -285 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: restricted; 2024Q4: 4,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,932 shares; 2025Q4: 12,357 shares 12,357 $649K 0.02% +8,425 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,623 shares; 2025Q1: 19,180 shares; 2025Q2: 18,075 shares; 2025Q3: 17,339 shares; 2025Q4: 16,616 shares 16,616 $647K 0.02% -723 Timeline IUSB 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: restricted; 2024Q4: 15,289 shares; 2025Q1: 14,240 shares; 2025Q2: 14,233 shares; 2025Q3: 15,252 shares; 2025Q4: 13,849 shares 13,849 $645K 0.02% -1,403 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,759 shares 17,759 $643K 0.02% new Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 56,864 shares; 2025Q2: 57,369 shares; 2025Q3: 56,972 shares; 2025Q4: 54,328 shares 54,328 $642K 0.02% -2,644 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: restricted; 2024Q4: 15,096 shares; 2025Q1: 15,772 shares; 2025Q2: 15,996 shares; 2025Q3: 15,427 shares; 2025Q4: 10,750 shares 10,750 $640K 0.02% -4,677 Timeline BILS 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: restricted; 2024Q4: not reported; 2025Q1: 4,531 shares; 2025Q2: 6,844 shares; 2025Q3: 6,351 shares; 2025Q4: 6,406 shares 6,406 $636K 0.02% +55 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,536 shares; 2025Q1: 4,030 shares; 2025Q2: 3,821 shares; 2025Q3: 3,964 shares; 2025Q4: 4,221 shares 4,221 $634K 0.02% +257 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,775 shares; 2025Q1: 5,163 shares; 2025Q2: 6,867 shares; 2025Q3: 6,920 shares; 2025Q4: 6,648 shares 6,648 $634K 0.02% -272 Timeline DAPP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,279 shares 38,279 $633K 0.02% new Timeline XMHQ 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: restricted; 2024Q4: 9,597 shares; 2025Q1: 9,121 shares; 2025Q2: 8,692 shares; 2025Q3: 6,967 shares; 2025Q4: 6,105 shares 6,105 $625K 0.02% -862 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: restricted; 2024Q4: not reported; 2025Q1: 8,348 shares; 2025Q2: 6,787 shares; 2025Q3: 8,065 shares; 2025Q4: 7,405 shares 7,405 $624K 0.02% -660 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 688 shares; 2025Q2: 751 shares; 2025Q3: 874 shares; 2025Q4: 812 shares 812 $622K 0.02% -62 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 11,500 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares 12,250 $616K 0.02% 0 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,493 shares; 2025Q1: 23,606 shares; 2025Q2: 22,363 shares; 2025Q3: 21,322 shares; 2025Q4: 20,908 shares 20,908 $609K 0.02% -414 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,741 shares 7,741 $609K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 3,502 shares; 2025Q3: 3,509 shares; 2025Q4: 3,429 shares 3,429 $608K 0.02% -80 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 198 shares; 2025Q2: 159 shares; 2025Q3: 172 shares; 2025Q4: 179 shares 179 $607K 0.02% +7 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,682 shares 16,682 $604K 0.02% new 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: restricted; 2024Q4: 1,442 shares; 2025Q1: 1,535 shares; 2025Q2: 1,685 shares; 2025Q3: 1,708 shares; 2025Q4: 1,783 shares 1,783 $602K 0.02% +75 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,658 shares 8,658 $602K 0.02% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,867 shares; 2025Q2: 2,763 shares; 2025Q3: 2,757 shares; 2025Q4: 2,786 shares 2,786 $596K 0.02% +29 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,844 shares; 2025Q1: 52,541 shares; 2025Q2: 58,801 shares; 2025Q3: 66,452 shares; 2025Q4: 61,003 shares 61,003 $590K 0.02% -5,449 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,921 shares; 2025Q2: 8,921 shares; 2025Q3: 8,228 shares; 2025Q4: 8,228 shares 8,228 $589K 0.02% 0 Timeline JAPN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,910 shares 22,910 $589K 0.02% new Timeline ENZL 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: restricted; 2024Q4: 5,254 shares; 2025Q1: 5,784 shares; 2025Q2: 21,486 shares; 2025Q3: 21,539 shares; 2025Q4: 12,971 shares 12,971 $587K 0.02% -8,568 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,505 shares; 2025Q3: 13,125 shares; 2025Q4: 13,472 shares 13,472 $584K 0.02% +347 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,498 shares; 2025Q1: 45,013 shares; 2025Q2: 39,275 shares; 2025Q3: 39,025 shares; 2025Q4: 38,250 shares 38,250 $584K 0.02% -775 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,772 shares; 2025Q1: 40,772 shares; 2025Q2: 40,772 shares; 2025Q3: 40,772 shares; 2025Q4: 40,772 shares 40,772 $583K 0.02% 0 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: restricted; 2024Q4: 17,310 shares; 2025Q1: 17,767 shares; 2025Q2: 17,886 shares; 2025Q3: 18,569 shares; 2025Q4: 16,545 shares 16,545 $575K 0.02% -2,024 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,233 shares; 2025Q1: 20,453 shares; 2025Q2: 19,340 shares; 2025Q3: 28,272 shares; 2025Q4: 28,489 shares 28,489 $571K 0.02% +217 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,086 shares; 2025Q1: 5,691 shares; 2025Q2: 3,221 shares; 2025Q3: 3,268 shares; 2025Q4: 2,931 shares 2,931 $570K 0.02% -337 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 5,353 shares; 2025Q4: 5,524 shares 5,524 $568K 0.02% +171 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,678 shares; 2025Q1: 6,634 shares; 2025Q2: 6,328 shares; 2025Q3: 5,857 shares; 2025Q4: 5,629 shares 5,629 $568K 0.02% -228 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,481 shares; 2025Q2: 15,917 shares; 2025Q3: 17,408 shares; 2025Q4: 18,007 shares 18,007 $567K 0.02% +599 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: restricted; 2024Q4: 7,017 shares; 2025Q1: 6,851 shares; 2025Q2: 7,179 shares; 2025Q3: 6,759 shares; 2025Q4: 5,704 shares 5,704 $567K 0.02% -1,055 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,106 shares; 2025Q4: 22,847 shares 22,847 $566K 0.02% +3,741 Timeline BOND 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: restricted; 2024Q4: 4,569 shares; 2025Q1: 5,145 shares; 2025Q2: 5,190 shares; 2025Q3: 5,813 shares; 2025Q4: 6,077 shares 6,077 $566K 0.02% +264 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,854 shares; 2025Q2: 17,274 shares; 2025Q3: 16,141 shares; 2025Q4: 15,953 shares 15,953 $566K 0.02% -188 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: restricted; 2024Q4: 8,744 shares; 2025Q1: 8,318 shares; 2025Q2: 7,726 shares; 2025Q3: 16,494 shares; 2025Q4: 8,864 shares 8,864 $565K 0.02% -7,630 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 2,726 shares; 2025Q4: 2,899 shares 2,899 $561K 0.02% +173 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,155 shares 5,155 $560K 0.02% new Timeline IFLN 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: restricted; 2024Q4: 25,706 shares; 2025Q1: 26,538 shares; 2025Q2: 26,741 shares; 2025Q3: 29,901 shares; 2025Q4: 30,097 shares 30,097 $560K 0.02% +196 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,036 shares; 2025Q1: 23,280 shares; 2025Q2: 79,024 shares; 2025Q3: 78,578 shares; 2025Q4: 38,536 shares 38,536 $555K 0.02% -40,042 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,584 shares; 2025Q1: 28,806 shares; 2025Q2: 25,908 shares; 2025Q3: 25,711 shares; 2025Q4: 9,646 shares 9,646 $554K 0.02% -16,065 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,975 shares; 2025Q4: 37,769 shares 37,769 $552K 0.02% +19,794 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,531 shares; 2025Q2: 1,803 shares; 2025Q3: 1,988 shares; 2025Q4: 2,138 shares 2,138 $547K 0.02% +150 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: restricted; 2024Q4: not reported; 2025Q1: 3,395 shares; 2025Q2: 3,453 shares; 2025Q3: 3,420 shares; 2025Q4: 3,874 shares 3,874 $546K 0.02% +454 Timeline JBND 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,612 shares; 2025Q4: 10,103 shares 10,103 $546K 0.02% +4,491 Timeline EWG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,343 shares; 2025Q3: 12,234 shares; 2025Q4: 12,780 shares 12,780 $543K 0.02% +546 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,906 shares; 2025Q1: 3,378 shares; 2025Q2: 3,349 shares; 2025Q3: not reported; 2025Q4: 4,282 shares 4,282 $542K 0.02% new Timeline BBHY 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: restricted; 2024Q4: 12,572 shares; 2025Q1: 9,163 shares; 2025Q2: 11,682 shares; 2025Q3: 11,697 shares; 2025Q4: 11,635 shares 11,635 $541K 0.02% -62 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,231 shares; 2025Q1: 7,215 shares; 2025Q2: 7,738 shares; 2025Q3: 7,049 shares; 2025Q4: 6,839 shares 6,839 $540K 0.02% -210 Timeline MBB 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: restricted; 2024Q4: 5,876 shares; 2025Q1: 4,848 shares; 2025Q2: 5,129 shares; 2025Q3: 5,034 shares; 2025Q4: 5,592 shares 5,592 $532K 0.02% +558 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,101 shares; 2025Q1: 16,602 shares; 2025Q2: 16,748 shares; 2025Q3: 17,700 shares; 2025Q4: 21,620 shares 21,620 $526K 0.02% +3,920 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,842 shares; 2025Q1: 3,029 shares; 2025Q2: 3,012 shares; 2025Q3: 3,060 shares; 2025Q4: 3,246 shares 3,246 $526K 0.02% +186 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,131 shares; 2025Q1: 7,715 shares; 2025Q2: 7,840 shares; 2025Q3: 7,892 shares; 2025Q4: 7,924 shares 7,924 $524K 0.02% +32 Timeline MTUM 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: restricted; 2024Q4: 1,632 shares; 2025Q1: 1,888 shares; 2025Q2: 1,935 shares; 2025Q3: 2,087 shares; 2025Q4: 2,089 shares 2,089 $523K 0.02% +2 Timeline GRNB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,353 shares 21,353 $520K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: 970 shares; 2025Q3: 965 shares; 2025Q4: 3,392 shares 3,392 $520K 0.02% +2,427 Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 901,176 shares; 2025Q1: 901,176 shares; 2025Q2: 901,176 shares; 2025Q3: 752,200 shares; 2025Q4: 752,200 shares 752,200 $519K 0.02% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,112 shares; 2025Q3: 10,790 shares; 2025Q4: 15,464 shares 15,464 $519K 0.02% +4,674 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,430 shares; 2025Q4: 24,430 shares 24,430 $518K 0.02% 0 Timeline QYLG 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: restricted; 2024Q4: 14,386 shares; 2025Q1: 15,605 shares; 2025Q2: 17,519 shares; 2025Q3: 18,779 shares; 2025Q4: 18,944 shares 18,944 $516K 0.02% +165 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,075 shares; 2025Q4: 25,075 shares 25,075 $515K 0.02% 0 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: restricted; 2024Q4: 9,533 shares; 2025Q1: 9,614 shares; 2025Q2: 10,157 shares; 2025Q3: 10,458 shares; 2025Q4: 9,091 shares 9,091 $515K 0.02% -1,367 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: restricted; 2024Q4: not reported; 2025Q1: 14,959 shares; 2025Q2: 17,545 shares; 2025Q3: 14,885 shares; 2025Q4: 19,585 shares 19,585 $513K 0.02% +4,700 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,997 shares; 2025Q2: 3,222 shares; 2025Q3: 3,084 shares; 2025Q4: 3,164 shares 3,164 $509K 0.02% +80 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 3,050 shares; 2025Q3: 3,516 shares; 2025Q4: 3,491 shares 3,491 $503K 0.02% -25 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: restricted; 2024Q4: not reported; 2025Q1: 18,235 shares; 2025Q2: 18,304 shares; 2025Q3: 18,366 shares; 2025Q4: 18,279 shares 18,279 $497K 0.02% -87 Timeline IWR 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: restricted; 2024Q4: 6,585 shares; 2025Q1: 5,890 shares; 2025Q2: 5,762 shares; 2025Q3: 5,142 shares; 2025Q4: 5,136 shares 5,136 $494K 0.02% -6 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,583 shares; 2025Q1: 5,281 shares; 2025Q2: 5,569 shares; 2025Q3: 2,267 shares; 2025Q4: 2,249 shares 2,249 $488K 0.02% -18 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,460 shares 9,460 $487K 0.02% new Timeline METV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,923 shares 25,923 $487K 0.02% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: 2,749 shares; 2025Q3: 2,610 shares; 2025Q4: 2,631 shares 2,631 $485K 0.02% +21 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,389 shares; 2025Q1: 7,290 shares; 2025Q2: 6,934 shares; 2025Q3: 3,431 shares; 2025Q4: 3,507 shares 3,507 $484K 0.02% +76 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,882 shares; 2025Q1: 18,382 shares; 2025Q2: not reported; 2025Q3: 23,355 shares; 2025Q4: 22,937 shares 22,937 $482K 0.02% -418 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,794 shares; 2025Q4: 5,724 shares 5,724 $479K 0.02% +930 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: restricted; 2024Q4: 3,559 shares; 2025Q1: 3,447 shares; 2025Q2: 3,603 shares; 2025Q3: 3,804 shares; 2025Q4: 3,758 shares 3,758 $473K 0.02% -46 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,468 shares; 2025Q1: 21,505 shares; 2025Q2: 21,301 shares; 2025Q3: 21,170 shares; 2025Q4: 20,367 shares 20,367 $472K 0.02% -803 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: restricted; 2024Q4: 8,651 shares; 2025Q1: 9,933 shares; 2025Q2: 11,739 shares; 2025Q3: 10,331 shares; 2025Q4: 9,396 shares 9,396 $470K 0.02% -935 Timeline EDV 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: restricted; 2024Q4: not reported; 2025Q1: 12,255 shares; 2025Q2: 9,831 shares; 2025Q3: 8,033 shares; 2025Q4: 7,223 shares 7,223 $470K 0.02% -810 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,487 shares 18,487 $469K 0.02% new Timeline IJT 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: restricted; 2024Q4: 3,756 shares; 2025Q1: 3,565 shares; 2025Q2: 3,309 shares; 2025Q3: 3,314 shares; 2025Q4: 3,314 shares 3,314 $468K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,422 shares; 2025Q1: 4,141 shares; 2025Q2: 4,280 shares; 2025Q3: 4,818 shares; 2025Q4: 4,855 shares 4,855 $467K 0.01% +37 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,179 shares; 2025Q3: 5,848 shares; 2025Q4: 5,894 shares 5,894 $465K 0.01% +46 Timeline PHYD PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,901 shares 8,901 $464K 0.01% new Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 93,559 shares; 2025Q2: 94,045 shares; 2025Q3: 96,153 shares; 2025Q4: 93,193 shares 93,193 $463K 0.01% -2,960 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: restricted; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 2,547 shares; 2025Q3: 1,200 shares; 2025Q4: 981 shares 981 $461K 0.01% -219 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 1,887 shares; 2025Q3: 2,128 shares; 2025Q4: 2,071 shares 2,071 $454K 0.01% -57 Timeline RDVY 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: restricted; 2024Q4: 4,754 shares; 2025Q1: 6,890 shares; 2025Q2: 5,952 shares; 2025Q3: 6,230 shares; 2025Q4: 6,529 shares 6,529 $454K 0.01% +299 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: restricted; 2024Q4: 1,567 shares; 2025Q1: 1,614 shares; 2025Q2: 1,728 shares; 2025Q3: 1,800 shares; 2025Q4: 1,745 shares 1,745 $451K 0.01% -55 Timeline SHE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,395 shares 3,395 $448K 0.01% new 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: restricted; 2024Q4: 5,312 shares; 2025Q1: 5,401 shares; 2025Q2: 5,220 shares; 2025Q3: 5,368 shares; 2025Q4: 4,829 shares 4,829 $446K 0.01% -539 Timeline FIXD 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: restricted; 2024Q4: 129,799 shares; 2025Q1: 144,085 shares; 2025Q2: 153,087 shares; 2025Q3: 152,290 shares; 2025Q4: 10,030 shares 10,030 $445K 0.01% -142,260 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,945 shares; 2025Q1: 28,365 shares; 2025Q2: 31,890 shares; 2025Q3: 52,828 shares; 2025Q4: 52,377 shares 52,377 $443K 0.01% -451 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: restricted; 2024Q4: not reported; 2025Q1: 23,261 shares; 2025Q2: 23,319 shares; 2025Q3: 23,140 shares; 2025Q4: 16,788 shares 16,788 $440K 0.01% -6,352 Timeline IBB 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: restricted; 2024Q4: 5,507 shares; 2025Q1: 5,662 shares; 2025Q2: 2,982 shares; 2025Q3: 2,940 shares; 2025Q4: 2,593 shares 2,593 $438K 0.01% -347 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,691 shares 8,691 $437K 0.01% new 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: restricted; 2024Q4: 11,162 shares; 2025Q1: 3,195 shares; 2025Q2: 2,496 shares; 2025Q3: 2,435 shares; 2025Q4: 2,423 shares 2,423 $437K 0.01% -12 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,691 shares; 2025Q1: 10,425 shares; 2025Q2: 10,109 shares; 2025Q3: 9,492 shares; 2025Q4: 8,504 shares 8,504 $436K 0.01% -988 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: restricted; 2024Q4: 3,183 shares; 2025Q1: 3,219 shares; 2025Q2: 3,155 shares; 2025Q3: 2,788 shares; 2025Q4: 1,569 shares 1,569 $432K 0.01% -1,219 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,710 shares; 2025Q1: 52,196 shares; 2025Q2: 41,661 shares; 2025Q3: 39,524 shares; 2025Q4: 11,023 shares 11,023 $431K 0.01% -28,501 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,505 shares; 2025Q3: 15,610 shares; 2025Q4: 10,227 shares 10,227 $431K 0.01% -5,383 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,004 shares; 2025Q1: 12,325 shares; 2025Q2: 6,428 shares; 2025Q3: 5,888 shares; 2025Q4: 8,500 shares 8,500 $429K 0.01% +2,612 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,024 shares; 2025Q1: not reported; 2025Q2: 2,813 shares; 2025Q3: 3,293 shares; 2025Q4: 3,738 shares 3,738 $429K 0.01% +445 Timeline FTSM 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: restricted; 2024Q4: 9,267 shares; 2025Q1: 9,376 shares; 2025Q2: 8,738 shares; 2025Q3: 8,288 shares; 2025Q4: 7,107 shares 7,107 $426K 0.01% -1,181 Timeline MGC 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: restricted; 2024Q4: not reported; 2025Q1: 1,604 shares; 2025Q2: 1,574 shares; 2025Q3: 1,538 shares; 2025Q4: 1,684 shares 1,684 $423K 0.01% +146 Timeline OUSM 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: restricted; 2024Q4: 9,562 shares; 2025Q1: 10,527 shares; 2025Q2: 12,439 shares; 2025Q3: 11,580 shares; 2025Q4: 9,668 shares 9,668 $423K 0.01% -1,912 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: restricted; 2024Q4: 3,281 shares; 2025Q1: 3,407 shares; 2025Q2: 3,717 shares; 2025Q3: 3,768 shares; 2025Q4: 3,847 shares 3,847 $422K 0.01% +79 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 2,815 shares; 2025Q3: 2,699 shares; 2025Q4: 3,594 shares 3,594 $421K 0.01% +895 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,358 shares; 2025Q3: 12,269 shares; 2025Q4: 10,590 shares 10,590 $419K 0.01% -1,679 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: restricted; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 6,495 shares; 2025Q3: 6,495 shares; 2025Q4: 6,696 shares 6,696 $418K 0.01% +201 Timeline IJS 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: restricted; 2024Q4: 4,435 shares; 2025Q1: 4,223 shares; 2025Q2: 4,121 shares; 2025Q3: 3,840 shares; 2025Q4: 3,628 shares 3,628 $413K 0.01% -212 Timeline SPLV 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: restricted; 2024Q4: 5,294 shares; 2025Q1: 5,297 shares; 2025Q2: 5,905 shares; 2025Q3: 5,910 shares; 2025Q4: 5,773 shares 5,773 $412K 0.01% -137 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,719 shares; 2025Q1: 93,745 shares; 2025Q2: 84,764 shares; 2025Q3: 84,799 shares; 2025Q4: 13,808 shares 13,808 $408K 0.01% -70,991 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,589 shares; 2025Q1: 23,286 shares; 2025Q2: 23,822 shares; 2025Q3: 20,461 shares; 2025Q4: 19,955 shares 19,955 $407K 0.01% -506 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,088 shares; 2025Q2: 5,313 shares; 2025Q3: 7,187 shares; 2025Q4: 6,281 shares 6,281 $404K 0.01% -906 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: restricted; 2024Q4: 4,570 shares; 2025Q1: 4,367 shares; 2025Q2: 4,255 shares; 2025Q3: 4,206 shares; 2025Q4: 1,037 shares 1,037 $404K 0.01% -3,169 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,846 shares; 2025Q1: 20,093 shares; 2025Q2: 17,581 shares; 2025Q3: 17,181 shares; 2025Q4: 17,208 shares 17,208 $402K 0.01% +27 Timeline GDX 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: restricted; 2024Q4: not reported; 2025Q1: 4,689 shares; 2025Q2: 5,272 shares; 2025Q3: 5,112 shares; 2025Q4: 4,689 shares 4,689 $402K 0.01% -423 Timeline JCPB 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: restricted; 2024Q4: 9,353 shares; 2025Q1: 9,069 shares; 2025Q2: 6,535 shares; 2025Q3: 7,717 shares; 2025Q4: 8,491 shares 8,491 $402K 0.01% +774 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,975 shares; 2025Q2: 7,107 shares; 2025Q3: 7,248 shares; 2025Q4: 4,589 shares 4,589 $401K 0.01% -2,659 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: restricted; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 4,030 shares; 2025Q3: 4,938 shares; 2025Q4: 5,714 shares 5,714 $401K 0.01% +776 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,541 shares; 2025Q1: 4,371 shares; 2025Q2: 2,216 shares; 2025Q3: 2,056 shares; 2025Q4: 1,942 shares 1,942 $401K 0.01% -114 Timeline USFR 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: restricted; 2024Q4: not reported; 2025Q1: 5,501 shares; 2025Q2: 8,697 shares; 2025Q3: 8,941 shares; 2025Q4: 7,925 shares 7,925 $399K 0.01% -1,016 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,753 shares; 2025Q1: 34,186 shares; 2025Q2: 37,248 shares; 2025Q3: 36,841 shares; 2025Q4: 34,796 shares 34,796 $399K 0.01% -2,045 Timeline HNDL 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: restricted; 2024Q4: not reported; 2025Q1: 18,136 shares; 2025Q2: 18,183 shares; 2025Q3: 17,991 shares; 2025Q4: 18,050 shares 18,050 $397K 0.01% +59 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,783 shares; 2025Q1: 12,122 shares; 2025Q2: 13,869 shares; 2025Q3: 14,276 shares; 2025Q4: 15,202 shares 15,202 $397K 0.01% +926 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,384 shares; 2025Q2: 6,658 shares; 2025Q3: 9,275 shares; 2025Q4: 8,380 shares 8,380 $395K 0.01% -895 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: 1,446 shares; 2025Q4: 1,414 shares 1,414 $389K 0.01% -32 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,455 shares 8,455 $389K 0.01% new Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $388K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,654 shares; 2025Q1: 3,402 shares; 2025Q2: not reported; 2025Q3: 9,176 shares; 2025Q4: 8,331 shares 8,331 $387K 0.01% -845 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,018 shares; 2025Q3: 7,654 shares; 2025Q4: 8,073 shares 8,073 $387K 0.01% +419 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,879 shares; 2025Q1: 75,288 shares; 2025Q2: 72,016 shares; 2025Q3: 34,920 shares; 2025Q4: 34,882 shares 34,882 $386K 0.01% -38 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,350 shares; 2025Q1: 10,765 shares; 2025Q2: 10,917 shares; 2025Q3: 9,347 shares; 2025Q4: 8,022 shares 8,022 $385K 0.01% -1,325 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 2,212 shares; 2025Q4: 2,393 shares 2,393 $385K 0.01% +181 Timeline TIP 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: restricted; 2024Q4: 8,951 shares; 2025Q1: 9,284 shares; 2025Q2: 9,241 shares; 2025Q3: 3,468 shares; 2025Q4: 3,479 shares 3,479 $382K 0.01% +11 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,898 shares; 2025Q1: 11,755 shares; 2025Q2: 11,604 shares; 2025Q3: 11,268 shares; 2025Q4: 11,776 shares 11,776 $382K 0.01% +508 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: restricted; 2024Q4: 13,780 shares; 2025Q1: 15,394 shares; 2025Q2: 15,803 shares; 2025Q3: 14,140 shares; 2025Q4: 10,305 shares 10,305 $381K 0.01% -3,835 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: restricted; 2024Q4: not reported; 2025Q1: 4,790 shares; 2025Q2: 4,695 shares; 2025Q3: 4,979 shares; 2025Q4: 3,614 shares 3,614 $381K 0.01% -1,365 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,902 shares; 2025Q1: 5,235 shares; 2025Q2: 5,731 shares; 2025Q3: 5,776 shares; 2025Q4: 5,721 shares 5,721 $380K 0.01% -55 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: restricted; 2024Q4: 41,749 shares; 2025Q1: 39,442 shares; 2025Q2: 41,545 shares; 2025Q3: 38,947 shares; 2025Q4: 44,746 shares 44,746 $374K 0.01% +5,799 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,482 shares; 2025Q1: 5,255 shares; 2025Q2: 5,288 shares; 2025Q3: 5,611 shares; 2025Q4: 5,596 shares 5,596 $372K 0.01% -15 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,233 shares; 2025Q1: 17,222 shares; 2025Q2: 17,401 shares; 2025Q3: 16,916 shares; 2025Q4: 16,996 shares 16,996 $368K 0.01% +80 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,033 shares; 2025Q1: 8,037 shares; 2025Q2: 8,060 shares; 2025Q3: 6,719 shares; 2025Q4: 6,883 shares 6,883 $367K 0.01% +164 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,876 shares 12,876 $367K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,426 shares; 2025Q4: 2,486 shares 2,486 $364K 0.01% +60 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,930 shares 9,930 $363K 0.01% new Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,849 shares; 2025Q1: 28,151 shares; 2025Q2: 22,800 shares; 2025Q3: 21,642 shares; 2025Q4: 7,584 shares 7,584 $362K 0.01% -14,058 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,397 shares; 2025Q1: 1,559 shares; 2025Q2: 1,506 shares; 2025Q3: 1,869 shares; 2025Q4: 1,229 shares 1,229 $361K 0.01% -640 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: restricted; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,229 shares; 2025Q4: 1,949 shares 1,949 $361K 0.01% +720 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,755 shares; 2025Q2: 8,044 shares; 2025Q3: 7,219 shares; 2025Q4: 6,748 shares 6,748 $360K 0.01% -471 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,641 shares; 2025Q2: 4,011 shares; 2025Q3: 3,628 shares; 2025Q4: 3,340 shares 3,340 $359K 0.01% -288 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,150 shares; 2025Q2: 10,550 shares; 2025Q3: 15,103 shares; 2025Q4: 4,604 shares 4,604 $359K 0.01% -10,499 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares 5,097 $356K 0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,637 shares; 2025Q1: 28,674 shares; 2025Q2: 24,280 shares; 2025Q3: 24,239 shares; 2025Q4: 24,711 shares 24,711 $355K 0.01% +472 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,504 shares; 2025Q1: 7,844 shares; 2025Q2: 8,127 shares; 2025Q3: 7,208 shares; 2025Q4: 6,070 shares 6,070 $354K 0.01% -1,138 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,944 shares 15,944 $354K 0.01% new Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,283 shares; 2025Q2: 12,043 shares; 2025Q3: 10,086 shares; 2025Q4: 8,550 shares 8,550 $354K 0.01% -1,536 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: restricted; 2024Q4: not reported; 2025Q1: 55,837 shares; 2025Q2: 58,352 shares; 2025Q3: 59,691 shares; 2025Q4: 7,290 shares 7,290 $353K 0.01% -52,401 Timeline OMFS 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: restricted; 2024Q4: 7,898 shares; 2025Q1: 7,898 shares; 2025Q2: 7,898 shares; 2025Q3: 7,898 shares; 2025Q4: 7,898 shares 7,898 $351K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares; 2025Q4: 4,874 shares 4,874 $350K 0.01% +569 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 674 shares; 2025Q1: 500 shares; 2025Q2: 502 shares; 2025Q3: 523 shares; 2025Q4: 514 shares 514 $348K 0.01% -9 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,000 shares; 2025Q1: 43,036 shares; 2025Q2: 43,003 shares; 2025Q3: 45,137 shares; 2025Q4: 47,049 shares 47,049 $348K 0.01% +1,912 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: restricted; 2024Q4: not reported; 2025Q1: 3,498 shares; 2025Q2: 2,456 shares; 2025Q3: 2,359 shares; 2025Q4: 2,134 shares 2,134 $347K 0.01% -225 Timeline EUSB 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: restricted; 2024Q4: not reported; 2025Q1: 9,727 shares; 2025Q2: 9,727 shares; 2025Q3: 9,727 shares; 2025Q4: 7,896 shares 7,896 $347K 0.01% -1,831 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: restricted; 2024Q4: not reported; 2025Q1: 9,609 shares; 2025Q2: 1,424 shares; 2025Q3: 1,780 shares; 2025Q4: 1,779 shares 1,779 $344K 0.01% -1 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,886 shares; 2025Q1: 4,585 shares; 2025Q2: 4,636 shares; 2025Q3: 4,421 shares; 2025Q4: 4,249 shares 4,249 $344K 0.01% -172 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,127 shares; 2025Q3: 5,120 shares; 2025Q4: 5,120 shares 5,120 $344K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,460 shares 6,460 $343K 0.01% new Timeline SPYG 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: restricted; 2024Q4: 3,488 shares; 2025Q1: 3,386 shares; 2025Q2: 3,436 shares; 2025Q3: 3,836 shares; 2025Q4: 3,207 shares 3,207 $342K 0.01% -629 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,623 shares; 2025Q1: 21,515 shares; 2025Q2: 18,122 shares; 2025Q3: 18,177 shares; 2025Q4: 17,344 shares 17,344 $342K 0.01% -833 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,903 shares; 2025Q2: 3,783 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares 3,493 $340K 0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,954 shares; 2025Q1: 80,954 shares; 2025Q2: 80,954 shares; 2025Q3: 55,489 shares; 2025Q4: 57,849 shares 57,849 $337K 0.01% +2,360 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,437 shares; 2025Q3: 14,573 shares; 2025Q4: 14,873 shares 14,873 $336K 0.01% +300 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,514 shares; 2025Q1: 9,410 shares; 2025Q2: 9,903 shares; 2025Q3: 9,683 shares; 2025Q4: 6,734 shares 6,734 $336K 0.01% -2,949 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,423 shares; 2025Q1: 9,319 shares; 2025Q2: 14,412 shares; 2025Q3: 12,863 shares; 2025Q4: 12,122 shares 12,122 $333K 0.01% -741 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: restricted; 2024Q4: 4,071 shares; 2025Q1: 4,152 shares; 2025Q2: 4,291 shares; 2025Q3: 4,085 shares; 2025Q4: 3,886 shares 3,886 $332K 0.01% -199 Timeline DFAX 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: restricted; 2024Q4: 38,498 shares; 2025Q1: 37,019 shares; 2025Q2: 34,607 shares; 2025Q3: 36,797 shares; 2025Q4: 10,142 shares 10,142 $332K 0.01% -26,655 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,148 shares; 2025Q1: 1,171 shares; 2025Q2: 1,078 shares; 2025Q3: 1,120 shares; 2025Q4: 1,190 shares 1,190 $332K 0.01% +70 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,109 shares 13,109 $332K 0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,948 shares; 2025Q2: 6,919 shares; 2025Q3: 6,920 shares; 2025Q4: 7,281 shares 7,281 $332K 0.01% +361 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 973 shares; 2025Q1: 1,203 shares; 2025Q2: 1,224 shares; 2025Q3: 1,295 shares; 2025Q4: 1,305 shares 1,305 $331K 0.01% +10 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,982 shares; 2025Q2: 1,528 shares; 2025Q3: 1,699 shares; 2025Q4: 1,669 shares 1,669 $329K 0.01% -30 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,305 shares; 2025Q1: 3,135 shares; 2025Q2: 3,164 shares; 2025Q3: 3,025 shares; 2025Q4: 2,676 shares 2,676 $325K 0.01% -349 Timeline SPYV 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: restricted; 2024Q4: 6,163 shares; 2025Q1: 5,657 shares; 2025Q2: 5,663 shares; 2025Q3: 5,718 shares; 2025Q4: 5,722 shares 5,722 $325K 0.01% +4 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,935 shares; 2025Q2: 1,872 shares; 2025Q3: 1,971 shares; 2025Q4: 1,981 shares 1,981 $323K 0.01% +10 Timeline PBP 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: restricted; 2024Q4: not reported; 2025Q1: 9,300 shares; 2025Q2: 12,852 shares; 2025Q3: 13,854 shares; 2025Q4: 14,058 shares 14,058 $321K 0.01% +204 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,786 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,166 shares 8,166 $321K 0.01% -407 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,055 shares; 2025Q1: 2,963 shares; 2025Q2: 2,865 shares; 2025Q3: 2,514 shares; 2025Q4: 2,518 shares 2,518 $318K 0.01% +4 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,036 shares; 2025Q1: 9,656 shares; 2025Q2: 7,093 shares; 2025Q3: 7,093 shares; 2025Q4: 6,582 shares 6,582 $317K 0.01% -511 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: restricted; 2024Q4: 1,753 shares; 2025Q1: 1,857 shares; 2025Q2: 1,745 shares; 2025Q3: 1,779 shares; 2025Q4: 1,702 shares 1,702 $316K 0.01% -77 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,139 shares; 2025Q1: 14,161 shares; 2025Q2: 14,317 shares; 2025Q3: 14,339 shares; 2025Q4: 14,142 shares 14,142 $316K 0.01% -197 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: restricted; 2024Q4: 8,850 shares; 2025Q1: 8,215 shares; 2025Q2: 8,807 shares; 2025Q3: 7,652 shares; 2025Q4: 6,420 shares 6,420 $315K 0.01% -1,232 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,326 shares; 2025Q1: 5,473 shares; 2025Q2: 4,853 shares; 2025Q3: 4,687 shares; 2025Q4: 4,889 shares 4,889 $315K 0.01% +202 Timeline QLTI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,797 shares 11,797 $314K 0.01% new Timeline VFQY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 2,045 shares 2,045 $314K 0.01% +451 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,930 shares 5,930 $312K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,062 shares; 2025Q1: 5,208 shares; 2025Q2: 5,703 shares; 2025Q3: 5,955 shares; 2025Q4: 4,617 shares 4,617 $310K 0.01% -1,338 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,022 shares 2,022 $309K 0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,251 shares; 2025Q4: 8,183 shares 8,183 $309K 0.01% +2,932 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,754 shares; 2025Q1: 16,746 shares; 2025Q2: 17,120 shares; 2025Q3: 17,091 shares; 2025Q4: 16,097 shares 16,097 $309K 0.01% -994 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: restricted; 2024Q4: not reported; 2025Q1: 8,481 shares; 2025Q2: 8,029 shares; 2025Q3: 8,022 shares; 2025Q4: 7,459 shares 7,459 $308K 0.01% -563 Timeline IMCG 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: restricted; 2024Q4: 3,560 shares; 2025Q1: 3,874 shares; 2025Q2: 3,831 shares; 2025Q3: 3,679 shares; 2025Q4: 3,861 shares 3,861 $308K 0.01% +182 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: restricted; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,969 shares; 2025Q3: 2,036 shares; 2025Q4: 1,474 shares 1,474 $308K 0.01% -562 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,430 shares; 2025Q2: 10,443 shares; 2025Q3: 9,197 shares; 2025Q4: 9,213 shares 9,213 $308K 0.01% +16 Timeline ESG 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: restricted; 2024Q4: 1,511 shares; 2025Q1: not reported; 2025Q2: 1,626 shares; 2025Q3: 1,709 shares; 2025Q4: 1,945 shares 1,945 $308K 0.01% +236 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: restricted; 2024Q4: 5,063 shares; 2025Q1: 4,885 shares; 2025Q2: 4,796 shares; 2025Q3: 5,102 shares; 2025Q4: 5,119 shares 5,119 $307K 0.01% +17 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: restricted; 2024Q4: 1,727 shares; 2025Q1: 1,697 shares; 2025Q2: 1,675 shares; 2025Q3: 2,475 shares; 2025Q4: 2,166 shares 2,166 $306K 0.01% -309 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,390 shares; 2025Q1: 10,588 shares; 2025Q2: 10,547 shares; 2025Q3: 11,000 shares; 2025Q4: 10,469 shares 10,469 $303K 0.01% -531 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 3,090 shares; 2025Q4: 4,048 shares 4,048 $303K 0.01% +958 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: restricted; 2024Q4: 12,255 shares; 2025Q1: 12,099 shares; 2025Q2: 10,592 shares; 2025Q3: 9,621 shares; 2025Q4: 8,261 shares 8,261 $303K 0.01% -1,360 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: restricted; 2024Q4: 4,107 shares; 2025Q1: 4,313 shares; 2025Q2: 3,680 shares; 2025Q3: 3,656 shares; 2025Q4: 3,559 shares 3,559 $302K 0.01% -97 Timeline DDTO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,955 shares 13,955 $302K 0.01% new Timeline TDTT 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: restricted; 2024Q4: 24,044 shares; 2025Q1: 22,139 shares; 2025Q2: 14,622 shares; 2025Q3: 14,622 shares; 2025Q4: 12,535 shares 12,535 $302K 0.01% -2,087 Timeline CLOI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,701 shares 5,701 $301K 0.01% new 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: restricted; 2024Q4: 6,462 shares; 2025Q1: 6,477 shares; 2025Q2: 5,909 shares; 2025Q3: 2,536 shares; 2025Q4: 1,315 shares 1,315 $301K 0.01% -1,221 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,137 shares; 2025Q3: 5,154 shares; 2025Q4: 5,303 shares 5,303 $301K 0.01% +149 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,807 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,861 shares 2,861 $300K 0.01% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,500 shares; 2025Q3: 20,550 shares; 2025Q4: 20,582 shares 20,582 $299K 0.01% +32 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,828 shares; 2025Q1: 2,057 shares; 2025Q2: 1,852 shares; 2025Q3: 1,885 shares; 2025Q4: 1,863 shares 1,863 $299K 0.01% -22 Timeline VFMF 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: restricted; 2024Q4: not reported; 2025Q1: 2,089 shares; 2025Q2: 2,036 shares; 2025Q3: 1,886 shares; 2025Q4: 1,984 shares 1,984 $299K 0.01% +98 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,827 shares; 2025Q1: 13,979 shares; 2025Q2: 13,433 shares; 2025Q3: 7,947 shares; 2025Q4: 7,270 shares 7,270 $299K 0.01% -677 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,934 shares; 2025Q3: 13,730 shares; 2025Q4: 13,090 shares 13,090 $298K 0.01% -640 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,602 shares; 2025Q3: 1,609 shares; 2025Q4: 1,492 shares 1,492 $296K 0.01% -117 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: restricted; 2024Q4: 1,491 shares; 2025Q1: 1,469 shares; 2025Q2: 1,433 shares; 2025Q3: 1,429 shares; 2025Q4: 1,326 shares 1,326 $296K 0.01% -103 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,178 shares; 2025Q2: 9,453 shares; 2025Q3: 8,921 shares; 2025Q4: 9,987 shares 9,987 $293K 0.01% +1,066 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: restricted; 2024Q4: 2,190 shares; 2025Q1: 2,202 shares; 2025Q2: 2,247 shares; 2025Q3: 2,314 shares; 2025Q4: 2,101 shares 2,101 $290K 0.01% -213 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,640 shares; 2025Q1: 5,587 shares; 2025Q2: 5,310 shares; 2025Q3: 4,993 shares; 2025Q4: 4,891 shares 4,891 $289K 0.01% -102 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,618 shares; 2025Q1: 1,611 shares; 2025Q2: 1,515 shares; 2025Q3: 1,302 shares; 2025Q4: 1,363 shares 1,363 $287K 0.01% +61 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,052 shares; 2025Q1: 5,063 shares; 2025Q2: 4,992 shares; 2025Q3: 5,328 shares; 2025Q4: 5,415 shares 5,415 $286K 0.01% +87 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,888 shares; 2025Q2: 9,818 shares; 2025Q3: 10,970 shares; 2025Q4: 8,687 shares 8,687 $284K 0.01% -2,283 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,512 shares; 2025Q2: 5,943 shares; 2025Q3: 6,468 shares; 2025Q4: 7,464 shares 7,464 $284K 0.01% +996 Timeline MOAT 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: restricted; 2024Q4: not reported; 2025Q1: 224,137 shares; 2025Q2: 227,611 shares; 2025Q3: 227,415 shares; 2025Q4: 2,738 shares 2,738 $284K 0.01% -224,677 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 480 shares; 2025Q4: 453 shares 453 $282K 0.01% -27 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,956 shares; 2025Q1: 2,045 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,021 shares 2,021 $282K 0.01% -25 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares 1,366 $280K 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: restricted; 2024Q4: 2,921 shares; 2025Q1: 3,007 shares; 2025Q2: 3,000 shares; 2025Q3: 3,139 shares; 2025Q4: 2,884 shares 2,884 $280K 0.01% -255 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: restricted; 2024Q4: 5,339 shares; 2025Q1: 5,506 shares; 2025Q2: 5,834 shares; 2025Q3: 2,181 shares; 2025Q4: 2,179 shares 2,179 $278K 0.01% -2 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,833 shares; 2025Q1: 5,147 shares; 2025Q2: 5,320 shares; 2025Q3: 4,817 shares; 2025Q4: 4,672 shares 4,672 $276K 0.01% -145 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,455 shares; 2025Q2: 11,813 shares; 2025Q3: 11,823 shares; 2025Q4: 11,803 shares 11,803 $276K 0.01% -20 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,415 shares; 2025Q1: 10,415 shares; 2025Q2: 10,890 shares; 2025Q3: 10,840 shares; 2025Q4: 10,865 shares 10,865 $274K 0.01% +25 Timeline SGOV 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: restricted; 2024Q4: 4,954 shares; 2025Q1: 5,796 shares; 2025Q2: 4,704 shares; 2025Q3: 3,738 shares; 2025Q4: 2,709 shares 2,709 $272K 0.01% -1,029 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares 2,905 $271K 0.01% new 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: restricted; 2024Q4: 5,497 shares; 2025Q1: 27,748 shares; 2025Q2: 4,785 shares; 2025Q3: 4,567 shares; 2025Q4: 4,568 shares 4,568 $271K 0.01% +1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,927 shares; 2025Q2: 10,067 shares; 2025Q3: 10,404 shares; 2025Q4: 9,623 shares 9,623 $271K 0.01% -781 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: restricted; 2024Q4: 3,821 shares; 2025Q1: 1,079 shares; 2025Q2: 7,544 shares; 2025Q3: 8,210 shares; 2025Q4: 1,177 shares 1,177 $268K 0.01% -7,033 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,034 shares; 2025Q2: 4,211 shares; 2025Q3: 4,191 shares; 2025Q4: 4,041 shares 4,041 $266K 0.01% -150 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,501 shares; 2025Q4: 10,845 shares 10,845 $266K 0.01% -656 Timeline DVY 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: restricted; 2024Q4: 2,221 shares; 2025Q1: 2,421 shares; 2025Q2: 2,249 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares 1,869 $264K 0.01% 0 Timeline JPMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $262K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,853 shares; 2025Q1: 5,882 shares; 2025Q2: 5,940 shares; 2025Q3: 5,891 shares; 2025Q4: 5,744 shares 5,744 $262K 0.01% -147 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: restricted; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 992 shares; 2025Q3: 1,102 shares; 2025Q4: 1,217 shares 1,217 $261K 0.01% +115 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,799 shares 7,799 $261K 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,404 shares; 2025Q4: 10,662 shares 10,662 $261K 0.01% +258 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: restricted; 2024Q4: 18,589 shares; 2025Q1: 17,257 shares; 2025Q2: 10,575 shares; 2025Q3: 9,025 shares; 2025Q4: 5,291 shares 5,291 $259K 0.01% -3,734 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,152 shares; 2025Q1: 12,286 shares; 2025Q2: 12,431 shares; 2025Q3: 13,591 shares; 2025Q4: 13,743 shares 13,743 $259K 0.01% +152 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,711 shares 3,711 $257K 0.01% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,875 shares; 2025Q1: 5,875 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares 5,875 $257K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,595 shares; 2025Q1: not reported; 2025Q2: 1,748 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares 1,730 $256K 0.01% 0 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,350 shares; 2025Q2: 4,525 shares; 2025Q3: 4,505 shares; 2025Q4: 4,352 shares 4,352 $255K 0.01% -153 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,177 shares 22,177 $255K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,054 shares; 2025Q4: 1,056 shares 1,056 $255K 0.01% +2 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares 974 $254K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,688 shares; 2025Q2: 10,469 shares; 2025Q3: 7,917 shares; 2025Q4: 6,608 shares 6,608 $254K 0.01% -1,309 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,116 shares; 2025Q1: 2,143 shares; 2025Q2: 2,147 shares; 2025Q3: 2,142 shares; 2025Q4: 2,228 shares 2,228 $253K 0.01% +86 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,192 shares; 2025Q4: 3,767 shares 3,767 $253K 0.01% +575 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,644 shares; 2025Q1: 4,540 shares; 2025Q2: 1,705 shares; 2025Q3: 1,548 shares; 2025Q4: 1,378 shares 1,378 $251K 0.01% -170 Timeline EMNT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares 2,544 $251K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,698 shares 8,698 $251K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,131 shares; 2025Q1: 21,131 shares; 2025Q2: 18,446 shares; 2025Q3: 18,453 shares; 2025Q4: 18,447 shares 18,447 $250K 0.01% -6 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,732 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares 2,734 $249K 0.01% 0 Timeline VONG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,042 shares 2,042 $249K 0.01% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares 1,195 $247K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 793 shares; 2025Q4: 795 shares 795 $246K 0.01% +2 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: restricted; 2024Q4: 3,627 shares; 2025Q1: 3,669 shares; 2025Q2: 3,887 shares; 2025Q3: 4,134 shares; 2025Q4: 3,652 shares 3,652 $245K 0.01% -482 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,245 shares 6,245 $244K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 2,910 shares 2,910 $243K 0.01% +79 Timeline BSCV 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: restricted; 2024Q4: 12,875 shares; 2025Q1: 13,025 shares; 2025Q2: 13,186 shares; 2025Q3: 14,354 shares; 2025Q4: 14,519 shares 14,519 $242K 0.01% +165 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,233 shares 10,233 $242K 0.01% new 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: restricted; 2024Q4: 3,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,316 shares; 2025Q4: 3,488 shares 3,488 $242K 0.01% -828 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,481 shares 5,481 $242K 0.01% new Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198,864 shares; 2025Q1: not reported; 2025Q2: 10,916 shares; 2025Q3: 10,916 shares; 2025Q4: 7,042 shares 7,042 $241K 0.01% -3,874 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,759 shares; 2025Q2: 1,866 shares; 2025Q3: 1,934 shares; 2025Q4: 1,297 shares 1,297 $241K 0.01% -637 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,570 shares; 2025Q1: 4,771 shares; 2025Q2: 3,972 shares; 2025Q3: 3,877 shares; 2025Q4: 4,202 shares 4,202 $240K 0.01% +325 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,501 shares; 2025Q1: 13,501 shares; 2025Q2: 13,501 shares; 2025Q3: 12,801 shares; 2025Q4: 12,356 shares 12,356 $240K 0.01% -445 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,784 shares; 2025Q4: 3,347 shares 3,347 $240K 0.01% -437 Timeline TSLL 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: restricted; 2024Q4: not reported; 2025Q1: 10,199 shares; 2025Q2: 13,771 shares; 2025Q3: 12,111 shares; 2025Q4: 12,501 shares 12,501 $239K 0.01% +390 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,335 shares; 2025Q4: 5,364 shares 5,364 $236K 0.01% +29 Timeline ATNI ATN INTL INC More: the full row for ATN INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,847 shares; 2025Q3: 10,436 shares; 2025Q4: 10,336 shares 10,336 $236K 0.01% -100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568 shares; 2025Q4: 569 shares 569 $235K 0.01% +1 Timeline IUSG 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: restricted; 2024Q4: 1,584 shares; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,414 shares; 2025Q4: 1,395 shares 1,395 $234K 0.01% -19 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,697 shares; 2025Q3: 6,625 shares; 2025Q4: 6,632 shares 6,632 $233K 0.01% +7 Timeline HYD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,903 shares; 2025Q4: 4,554 shares 4,554 $233K 0.01% -349 Timeline CHPY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,786 shares; 2025Q4: 4,185 shares 4,185 $233K 0.01% +399 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 117 shares; 2025Q3: 110 shares; 2025Q4: 108 shares 108 $232K 0.01% -2 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,036 shares; 2025Q1: 5,599 shares; 2025Q2: 5,667 shares; 2025Q3: 5,786 shares; 2025Q4: 4,864 shares 4,864 $232K 0.01% -922 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,156 shares; 2025Q1: 7,265 shares; 2025Q2: 8,153 shares; 2025Q3: 8,341 shares; 2025Q4: 7,760 shares 7,760 $231K 0.01% -581 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: restricted; 2024Q4: 25,175 shares; 2025Q1: 24,081 shares; 2025Q2: 3,905 shares; 2025Q3: 3,759 shares; 2025Q4: 3,694 shares 3,694 $231K 0.01% -65 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: restricted; 2024Q4: 12,962 shares; 2025Q1: 14,282 shares; 2025Q2: not reported; 2025Q3: 10,470 shares; 2025Q4: 10,257 shares 10,257 $229K 0.01% -213 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares 378 $229K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 4,182 shares; 2025Q2: 3,141 shares; 2025Q3: 2,484 shares; 2025Q4: 2,337 shares 2,337 $228K 0.01% -147 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,769 shares; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,689 shares; 2025Q4: 1,690 shares 1,690 $227K 0.01% +1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,965 shares; 2025Q1: 1,952 shares; 2025Q2: 2,016 shares; 2025Q3: 2,008 shares; 2025Q4: 1,725 shares 1,725 $225K 0.01% -283 Timeline IEF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,339 shares 2,339 $225K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,965 shares; 2025Q2: 4,839 shares; 2025Q3: 4,700 shares; 2025Q4: 4,482 shares 4,482 $224K 0.01% -218 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,467 shares; 2025Q3: 8,534 shares; 2025Q4: 8,748 shares 8,748 $224K 0.01% +214 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 2,549 shares; 2025Q2: 2,233 shares; 2025Q3: 2,250 shares; 2025Q4: 1,980 shares 1,980 $224K 0.01% -270 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: restricted; 2024Q4: 1,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares; 2025Q4: 989 shares 989 $222K 0.01% -140 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,973 shares; 2025Q1: 2,737 shares; 2025Q2: 3,135 shares; 2025Q3: 2,841 shares; 2025Q4: 2,575 shares 2,575 $222K 0.01% -266 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,707 shares; 2025Q4: 2,730 shares 2,730 $222K 0.01% -977 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares 1,228 $221K 0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,874 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,060 shares; 2025Q4: 9,807 shares 9,807 $219K 0.01% -253 Timeline IQDY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,315 shares; 2025Q3: 5,938 shares; 2025Q4: 5,955 shares 5,955 $218K 0.01% +17 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,600 shares 5,600 $218K 0.01% +100 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,131 shares; 2025Q2: 1,335 shares; 2025Q3: 1,332 shares; 2025Q4: 1,158 shares 1,158 $218K 0.01% -174 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: restricted; 2024Q4: not reported; 2025Q1: 6,279 shares; 2025Q2: 5,453 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares 5,017 $217K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,204 shares; 2025Q3: 12,711 shares; 2025Q4: 13,655 shares 13,655 $217K 0.01% +944 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,240 shares 7,240 $214K 0.01% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,813 shares; 2025Q1: 16,948 shares; 2025Q2: 17,876 shares; 2025Q3: 18,229 shares; 2025Q4: 18,922 shares 18,922 $214K 0.01% +693 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: restricted; 2024Q4: 1,305 shares; 2025Q1: 1,406 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares 1,098 $213K 0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,074 shares 4,074 $213K 0.01% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,784 shares; 2025Q1: 8,407 shares; 2025Q2: 8,107 shares; 2025Q3: 8,045 shares; 2025Q4: 5,999 shares 5,999 $212K 0.01% -2,046 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: restricted; 2024Q4: 9,448 shares; 2025Q1: 9,023 shares; 2025Q2: 9,033 shares; 2025Q3: 8,495 shares; 2025Q4: 6,033 shares 6,033 $211K 0.01% -2,462 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares 1,551 $211K 0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,908 shares; 2025Q2: 30,183 shares; 2025Q3: 33,729 shares; 2025Q4: 38,904 shares 38,904 $210K 0.01% +5,175 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,433 shares 7,433 $210K 0.01% new Timeline ETHT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,586 shares 5,586 $210K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,073 shares; 2025Q1: 63,779 shares; 2025Q2: 64,132 shares; 2025Q3: 63,938 shares; 2025Q4: 15,927 shares 15,927 $209K 0.01% -48,011 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $206K 0.01% 0 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,241 shares; 2025Q1: 64,056 shares; 2025Q2: 63,317 shares; 2025Q3: 65,922 shares; 2025Q4: 67,659 shares 67,659 $205K 0.01% +1,737 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,325 shares; 2025Q1: 2,697 shares; 2025Q2: 2,582 shares; 2025Q3: 2,354 shares; 2025Q4: 2,339 shares 2,339 $204K 0.01% -15 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,198 shares 4,198 $204K 0.01% new Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,062 shares; 2025Q1: 4,002 shares; 2025Q2: not reported; 2025Q3: 3,663 shares; 2025Q4: 3,664 shares 3,664 $204K 0.01% +1 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: restricted; 2024Q4: 5,829 shares; 2025Q1: 6,022 shares; 2025Q2: 5,856 shares; 2025Q3: 5,543 shares; 2025Q4: 3,449 shares 3,449 $202K 0.01% -2,094 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,812 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,232 shares 1,232 $202K 0.01% -180 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 8,559 shares; 2025Q3: 6,370 shares; 2025Q4: 5,334 shares 5,334 $200K 0.01% -1,036 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,864 shares; 2025Q4: 16,535 shares 16,535 $194K 0.01% +1,671 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,163 shares; 2025Q1: 12,172 shares; 2025Q2: 12,429 shares; 2025Q3: 13,406 shares; 2025Q4: 13,942 shares 13,942 $188K 0.01% +536 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,282 shares 12,282 $181K 0.01% new Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,489 shares; 2025Q1: 62,826 shares; 2025Q2: 59,217 shares; 2025Q3: 60,081 shares; 2025Q4: 63,840 shares 63,840 $181K 0.01% +3,759 Timeline BANK MONTREAL MEDIUM BANK MONTREAL MEDIUM More: the full row for BANK MONTREAL MEDIUM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,077 shares; 2025Q4: 34,077 shares 34,077 $180K 0.01% +10,000 YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,500 shares; 2025Q4: 12,000 shares 12,000 $171K 0.01% +500 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,627 shares; 2025Q1: 38,324 shares; 2025Q2: 33,621 shares; 2025Q3: 24,770 shares; 2025Q4: 11,244 shares 11,244 $168K 0.01% -13,526 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,111 shares; 2025Q4: 16,068 shares 16,068 $168K 0.01% +957 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,691 shares; 2025Q4: 10,373 shares 10,373 $167K 0.01% -318 Timeline NFLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,887 shares 12,887 $155K <0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,055 shares; 2025Q1: 12,776 shares; 2025Q2: 13,014 shares; 2025Q3: 14,727 shares; 2025Q4: 15,087 shares 15,087 $154K <0.01% +360 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,750 shares; 2025Q1: 13,650 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares; 2025Q4: 14,150 shares 14,150 $147K <0.01% -100 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,084 shares; 2025Q1: 12,084 shares; 2025Q2: 11,636 shares; 2025Q3: 10,964 shares; 2025Q4: 10,179 shares 10,179 $146K <0.01% -785 Timeline BITO 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: restricted; 2024Q4: 78,383 shares; 2025Q1: 128,310 shares; 2025Q2: 193,218 shares; 2025Q3: 206,789 shares; 2025Q4: 11,359 shares 11,359 $138K <0.01% -195,430 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,623 shares; 2025Q2: 12,505 shares; 2025Q3: 12,530 shares; 2025Q4: 12,442 shares 12,442 $116K <0.01% -88 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,505 shares; 2025Q2: 15,193 shares; 2025Q3: 15,322 shares; 2025Q4: 17,751 shares 17,751 $107K <0.01% +2,429 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,419 shares; 2025Q2: 30,587 shares; 2025Q3: 30,701 shares; 2025Q4: 36,967 shares 36,967 $105K <0.01% +6,266 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,917 shares; 2025Q1: 31,920 shares; 2025Q2: 31,082 shares; 2025Q3: 30,890 shares; 2025Q4: 28,024 shares 28,024 $99.2K <0.01% -2,866 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,472 shares 12,472 $98.9K <0.01% new Timeline BOSC BOS BETTER ONLINE SOLUTIONS More: the full row for BOS BETTER ONLINE SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,800 shares; 2025Q1: 24,686 shares; 2025Q2: 21,686 shares; 2025Q3: 21,686 shares; 2025Q4: 21,686 shares 21,686 $98.9K <0.01% 0 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,475 shares; 2025Q4: 36,140 shares 36,140 $96.5K <0.01% +6,665 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,655 shares 11,655 $91.6K <0.01% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,183 shares; 2025Q4: 16,999 shares 16,999 $63.2K <0.01% +4,816 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,036 shares; 2025Q1: 11,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,733 shares 10,733 $56.9K <0.01% new Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,930 shares; 2025Q1: 11,869 shares; 2025Q2: 11,856 shares; 2025Q3: 11,825 shares; 2025Q4: 12,037 shares 12,037 $48.1K <0.01% +212 Timeline PLG PLATINUM GROUP METALS LTD More: the full row for PLATINUM GROUP METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,205 shares 13,205 $31.2K <0.01% new Timeline STRIVE INC STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,643 shares 41,643 $30.7K <0.01% new SEASTAR MEDICAL HOLDING CORP SEASTAR MEDICAL HOLDING CORP More: the full row for SEASTAR MEDICAL HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,278 shares; 2025Q4: 29,278 shares 29,278 $7.03K <0.01% 0 IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $5.34K <0.01% 0 Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,488 shares; 2025Q1: 10,488 shares; 2025Q2: 10,488 shares; 2025Q3: 10,488 shares; 2025Q4: 10,488 shares 10,488 $5.24K <0.01% 0 Timeline NET POWER INC NET POWER INC More: the full row for NET POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400 $5.2K <0.01% 0