ILF 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: 76,539 shares; 2024Q4: 62,815 shares; 2025Q1: 67,703 shares; 2025Q2: 56,379 shares; 2025Q3: 61,279 shares; 2025Q4: 101,644 shares 101,644 $3.1M 0.02% +40,365 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,279 shares; 2025Q2: 78,434 shares; 2025Q3: 91,706 shares; 2025Q4: 112,604 shares 112,604 $3.08M 0.02% +20,898 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: 5,835 shares; 2024Q4: 5,859 shares; 2025Q1: 5,907 shares; 2025Q2: 5,846 shares; 2025Q3: 7,024 shares; 2025Q4: 7,431 shares 7,431 $3.07M 0.02% +407 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,500 shares; 2024Q4: 73,475 shares; 2025Q1: 73,960 shares; 2025Q2: 82,706 shares; 2025Q3: 80,903 shares; 2025Q4: 82,845 shares 82,845 $3.06M 0.02% +1,942 Timeline FTC 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: 20,330 shares; 2024Q4: 19,935 shares; 2025Q1: 19,479 shares; 2025Q2: 19,437 shares; 2025Q3: 19,207 shares; 2025Q4: 19,017 shares 19,017 $3.04M 0.02% -190 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,336 shares; 2024Q4: 11,722 shares; 2025Q1: 43,906 shares; 2025Q2: 51,316 shares; 2025Q3: 60,521 shares; 2025Q4: 66,371 shares 66,371 $3.04M 0.02% +5,850 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: not reported; 2024Q4: 3,291 shares; 2025Q1: 5,650 shares; 2025Q2: 9,704 shares; 2025Q3: 16,132 shares; 2025Q4: 24,405 shares 24,405 $3.03M 0.02% +8,273 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: 96,842 shares; 2024Q4: 106,511 shares; 2025Q1: 102,681 shares; 2025Q2: 100,464 shares; 2025Q3: 95,857 shares; 2025Q4: 93,315 shares 93,315 $3.03M 0.02% -2,542 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,330 shares; 2024Q4: 117,266 shares; 2025Q1: 135,201 shares; 2025Q2: 145,136 shares; 2025Q3: 147,529 shares; 2025Q4: 183,066 shares 183,066 $3.02M 0.02% +35,537 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,169 shares; 2025Q1: 23,343 shares; 2025Q2: 50,201 shares; 2025Q3: 69,296 shares; 2025Q4: 84,394 shares 84,394 $3.01M 0.02% +15,098 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,222 shares; 2024Q4: 62,503 shares; 2025Q1: 61,444 shares; 2025Q2: 68,887 shares; 2025Q3: 63,534 shares; 2025Q4: 53,427 shares 53,427 $3.01M 0.02% -10,107 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 829 shares; 2025Q1: 1,116 shares; 2025Q2: 1,432 shares; 2025Q3: 1,453 shares; 2025Q4: 1,482 shares 1,482 $2.99M 0.02% +29 Timeline GMF 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: 23,332 shares; 2024Q4: 20,780 shares; 2025Q1: 20,715 shares; 2025Q2: 20,718 shares; 2025Q3: 20,736 shares; 2025Q4: 21,446 shares 21,446 $2.98M 0.02% +710 Timeline XBIL 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: 36,675 shares; 2024Q4: 35,194 shares; 2025Q1: 53,867 shares; 2025Q2: 57,354 shares; 2025Q3: 49,370 shares; 2025Q4: 59,249 shares 59,249 $2.97M 0.02% +9,879 Timeline ICOW 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: 73,578 shares; 2024Q4: 71,396 shares; 2025Q1: 68,720 shares; 2025Q2: 70,722 shares; 2025Q3: 72,448 shares; 2025Q4: 76,366 shares 76,366 $2.95M 0.02% +3,918 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: 14,096 shares; 2024Q4: 15,441 shares; 2025Q1: 17,223 shares; 2025Q2: 17,576 shares; 2025Q3: 18,227 shares; 2025Q4: 25,614 shares 25,614 $2.95M 0.02% +7,387 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: 84,179 shares; 2024Q4: 81,360 shares; 2025Q1: 74,363 shares; 2025Q2: 68,650 shares; 2025Q3: 54,912 shares; 2025Q4: 52,148 shares 52,148 $2.95M 0.02% -2,764 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,614 shares; 2024Q4: 42,570 shares; 2025Q1: 48,651 shares; 2025Q2: 52,799 shares; 2025Q3: 54,077 shares; 2025Q4: 62,781 shares 62,781 $2.95M 0.02% +8,704 Timeline FFOG 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: 22,723 shares; 2024Q4: 29,325 shares; 2025Q1: 27,524 shares; 2025Q2: 37,188 shares; 2025Q3: 57,495 shares; 2025Q4: 62,893 shares 62,893 $2.94M 0.02% +5,398 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,030 shares; 2025Q1: 22,050 shares; 2025Q2: 37,984 shares; 2025Q3: 49,440 shares; 2025Q4: 57,356 shares 57,356 $2.94M 0.02% +7,916 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: not reported; 2024Q4: 11,517 shares; 2025Q1: 42,347 shares; 2025Q2: 59,175 shares; 2025Q3: 59,426 shares; 2025Q4: 64,596 shares 64,596 $2.91M 0.02% +5,170 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,708 shares; 2024Q4: 41,058 shares; 2025Q1: 42,168 shares; 2025Q2: 42,557 shares; 2025Q3: 43,571 shares; 2025Q4: 43,986 shares 43,986 $2.89M 0.02% +415 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: 8,823 shares; 2025Q1: 15,188 shares; 2025Q2: 19,075 shares; 2025Q3: 22,277 shares; 2025Q4: 29,100 shares 29,100 $2.89M 0.02% +6,823 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,122 shares; 2024Q4: 30,636 shares; 2025Q1: 32,324 shares; 2025Q2: 34,725 shares; 2025Q3: 36,000 shares; 2025Q4: 34,802 shares 34,802 $2.88M 0.02% -1,198 Timeline ACWI 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: 18,714 shares; 2024Q4: 18,729 shares; 2025Q1: 18,275 shares; 2025Q2: 18,878 shares; 2025Q3: 19,026 shares; 2025Q4: 20,296 shares 20,296 $2.87M 0.02% +1,270 Timeline EWP 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: 82,121 shares; 2024Q4: 82,121 shares; 2025Q1: 82,521 shares; 2025Q2: 65,795 shares; 2025Q3: 60,293 shares; 2025Q4: 52,863 shares 52,863 $2.85M 0.02% -7,430 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,753 shares; 2025Q2: 89,091 shares; 2025Q3: 102,045 shares; 2025Q4: 112,431 shares 112,431 $2.82M 0.02% +10,386 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: 20,469 shares; 2024Q4: 20,715 shares; 2025Q1: 21,668 shares; 2025Q2: 22,015 shares; 2025Q3: 23,057 shares; 2025Q4: 26,696 shares 26,696 $2.8M 0.02% +3,639 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,801 shares; 2024Q4: 79,883 shares; 2025Q1: 109,197 shares; 2025Q2: 134,833 shares; 2025Q3: 159,460 shares; 2025Q4: 158,198 shares 158,198 $2.8M 0.02% -1,262 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,517 shares; 2024Q4: 83,118 shares; 2025Q1: 83,490 shares; 2025Q2: 90,008 shares; 2025Q3: 100,440 shares; 2025Q4: 93,132 shares 93,132 $2.8M 0.02% -7,308 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 9,004 shares; 2025Q1: 11,216 shares; 2025Q2: 12,882 shares; 2025Q3: 12,911 shares; 2025Q4: 10,897 shares 10,897 $2.8M 0.02% -2,014 Timeline IXC 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: 107,856 shares; 2024Q4: 88,837 shares; 2025Q1: 103,053 shares; 2025Q2: 109,623 shares; 2025Q3: 104,703 shares; 2025Q4: 66,518 shares 66,518 $2.79M 0.02% -38,185 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,597 shares; 2024Q4: 35,343 shares; 2025Q1: 34,592 shares; 2025Q2: 44,033 shares; 2025Q3: 46,214 shares; 2025Q4: 44,194 shares 44,194 $2.78M 0.02% -2,020 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,359 shares; 2024Q4: 20,219 shares; 2025Q1: 27,193 shares; 2025Q2: 35,846 shares; 2025Q3: 37,885 shares; 2025Q4: 34,386 shares 34,386 $2.78M 0.02% -3,499 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,709 shares; 2025Q1: 14,841 shares; 2025Q2: 25,717 shares; 2025Q3: 36,805 shares; 2025Q4: 42,667 shares 42,667 $2.76M 0.02% +5,862 Timeline VFH 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: 18,959 shares; 2024Q4: 23,547 shares; 2025Q1: 26,335 shares; 2025Q2: 28,062 shares; 2025Q3: 27,506 shares; 2025Q4: 20,475 shares 20,475 $2.73M 0.02% -7,031 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,569 shares; 2024Q4: 14,193 shares; 2025Q1: 44,046 shares; 2025Q2: 40,273 shares; 2025Q3: 38,260 shares; 2025Q4: 36,535 shares 36,535 $2.73M 0.02% -1,725 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 8,996 shares; 2025Q1: 7,662 shares; 2025Q2: 7,626 shares; 2025Q3: 7,034 shares; 2025Q4: 10,141 shares 10,141 $2.72M 0.02% +3,107 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,307 shares 49,307 $2.72M 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6,592 shares; 2025Q1: 8,494 shares; 2025Q2: 38,310 shares; 2025Q3: 38,374 shares; 2025Q4: 36,833 shares 36,833 $2.71M 0.02% -1,541 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 20,483 shares; 2025Q1: 20,924 shares; 2025Q2: 21,691 shares; 2025Q3: 24,152 shares; 2025Q4: 27,479 shares 27,479 $2.69M 0.02% +3,327 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,751 shares; 2025Q2: 24,163 shares; 2025Q3: 26,702 shares; 2025Q4: 39,452 shares 39,452 $2.69M 0.02% +12,750 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,047 shares; 2024Q4: 32,924 shares; 2025Q1: 26,546 shares; 2025Q2: 27,511 shares; 2025Q3: 28,636 shares; 2025Q4: 28,511 shares 28,511 $2.69M 0.02% -125 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,154 shares; 2024Q4: 23,369 shares; 2025Q1: 23,399 shares; 2025Q2: 22,699 shares; 2025Q3: 18,027 shares; 2025Q4: 22,019 shares 22,019 $2.68M 0.02% +3,992 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: 57,811 shares; 2024Q4: 72,657 shares; 2025Q1: 55,915 shares; 2025Q2: 58,978 shares; 2025Q3: 56,178 shares; 2025Q4: 62,485 shares 62,485 $2.68M 0.02% +6,307 Timeline QQEW 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: 71,956 shares; 2024Q4: 53,406 shares; 2025Q1: 33,591 shares; 2025Q2: 32,292 shares; 2025Q3: 32,065 shares; 2025Q4: 18,807 shares 18,807 $2.67M 0.02% -13,258 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,300 shares; 2024Q4: 78,714 shares; 2025Q1: 79,967 shares; 2025Q2: 53,917 shares; 2025Q3: 41,986 shares; 2025Q4: 33,886 shares 33,886 $2.67M 0.02% -8,100 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,946 shares; 2025Q3: 51,889 shares; 2025Q4: 54,203 shares 54,203 $2.66M 0.02% +2,314 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,153 shares; 2024Q4: 13,774 shares; 2025Q1: 14,066 shares; 2025Q2: 13,903 shares; 2025Q3: 13,539 shares; 2025Q4: 10,903 shares 10,903 $2.63M 0.02% -2,636 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 18,671 shares; 2025Q3: 31,193 shares; 2025Q4: 40,690 shares 40,690 $2.62M 0.02% +9,497 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,077 shares; 2024Q4: 32,254 shares; 2025Q1: 26,201 shares; 2025Q2: 27,481 shares; 2025Q3: 29,201 shares; 2025Q4: 29,812 shares 29,812 $2.61M 0.02% +611 Timeline BIV 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: 19,986 shares; 2024Q4: 20,351 shares; 2025Q1: 18,093 shares; 2025Q2: 22,183 shares; 2025Q3: 28,440 shares; 2025Q4: 33,382 shares 33,382 $2.6M 0.02% +4,942 Timeline JAVA 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: 95,202 shares; 2024Q4: 109,405 shares; 2025Q1: 35,730 shares; 2025Q2: 33,935 shares; 2025Q3: 30,590 shares; 2025Q4: 36,219 shares 36,219 $2.6M 0.02% +5,629 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,980 shares; 2024Q4: 24,993 shares; 2025Q1: 24,705 shares; 2025Q2: 62,086 shares; 2025Q3: 68,095 shares; 2025Q4: 67,789 shares 67,789 $2.58M 0.02% -306 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,491 shares; 2024Q4: 18,438 shares; 2025Q1: 19,031 shares; 2025Q2: 19,269 shares; 2025Q3: 19,153 shares; 2025Q4: 19,413 shares 19,413 $2.58M 0.02% +260 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,896 shares; 2025Q2: 16,307 shares; 2025Q3: 10,379 shares; 2025Q4: 87,975 shares 87,975 $2.58M 0.02% +77,596 Timeline EMXC 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: 166,919 shares; 2024Q4: 163,037 shares; 2025Q1: 155,512 shares; 2025Q2: 35,723 shares; 2025Q3: 36,917 shares; 2025Q4: 35,230 shares 35,230 $2.56M 0.02% -1,687 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: 26,219 shares; 2024Q4: 124,217 shares; 2025Q1: 25,018 shares; 2025Q2: 31,455 shares; 2025Q3: 39,735 shares; 2025Q4: 49,596 shares 49,596 $2.55M 0.02% +9,861 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: 14,965 shares; 2024Q4: 21,514 shares; 2025Q1: 23,174 shares; 2025Q2: 29,423 shares; 2025Q3: 37,452 shares; 2025Q4: 43,408 shares 43,408 $2.55M 0.02% +5,956 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,419 shares; 2025Q1: 2,891 shares; 2025Q2: 4,164 shares; 2025Q3: 4,309 shares; 2025Q4: 4,446 shares 4,446 $2.54M 0.02% +137 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,502 shares; 2025Q4: 104,537 shares 104,537 $2.53M 0.02% +65,035 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,192 shares; 2025Q1: 4,527 shares; 2025Q2: 11,572 shares; 2025Q3: 9,916 shares; 2025Q4: 19,286 shares 19,286 $2.53M 0.02% +9,370 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: 48,938 shares; 2024Q4: 67,079 shares; 2025Q1: 75,352 shares; 2025Q2: 83,936 shares; 2025Q3: 78,706 shares; 2025Q4: 57,595 shares 57,595 $2.52M 0.02% -21,111 Timeline DEED 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: 80,451 shares; 2024Q4: 91,112 shares; 2025Q1: 92,684 shares; 2025Q2: 101,005 shares; 2025Q3: 105,363 shares; 2025Q4: 116,166 shares 116,166 $2.51M 0.02% +10,803 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,792 shares; 2025Q2: 45,623 shares; 2025Q3: 50,948 shares; 2025Q4: 56,282 shares 56,282 $2.51M 0.02% +5,334 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,307 shares; 2024Q4: 175,616 shares; 2025Q1: 186,215 shares; 2025Q2: 197,848 shares; 2025Q3: 198,246 shares; 2025Q4: 198,410 shares 198,410 $2.5M 0.02% +164 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,508 shares; 2024Q4: 35,328 shares; 2025Q1: 33,086 shares; 2025Q2: 37,758 shares; 2025Q3: 40,060 shares; 2025Q4: 43,853 shares 43,853 $2.5M 0.02% +3,793 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 5,313 shares; 2025Q1: 6,047 shares; 2025Q2: 6,712 shares; 2025Q3: 7,025 shares; 2025Q4: 7,978 shares 7,978 $2.49M 0.02% +953 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 11,407 shares; 2025Q1: 88,637 shares; 2025Q2: 104,963 shares; 2025Q3: 128,506 shares; 2025Q4: 140,608 shares 140,608 $2.48M 0.02% +12,102 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: 3,376 shares; 2024Q4: 3,374 shares; 2025Q1: 3,297 shares; 2025Q2: 3,402 shares; 2025Q3: 3,380 shares; 2025Q4: 3,239 shares 3,239 $2.48M 0.02% -141 Timeline DFCF 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: 39,419 shares; 2024Q4: 38,223 shares; 2025Q1: 45,189 shares; 2025Q2: 52,625 shares; 2025Q3: 55,553 shares; 2025Q4: 58,303 shares 58,303 $2.48M 0.02% +2,750 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,039 shares; 2024Q4: 78,630 shares; 2025Q1: 81,030 shares; 2025Q2: 85,403 shares; 2025Q3: 88,480 shares; 2025Q4: 87,055 shares 87,055 $2.48M 0.02% -1,425 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,501 shares; 2024Q4: 54,176 shares; 2025Q1: 50,300 shares; 2025Q2: 64,470 shares; 2025Q3: 76,570 shares; 2025Q4: 79,529 shares 79,529 $2.48M 0.02% +2,959 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,766 shares; 2025Q2: 97,311 shares; 2025Q3: 113,368 shares; 2025Q4: 98,496 shares 98,496 $2.47M 0.02% -14,872 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,703 shares; 2024Q4: 44,373 shares; 2025Q1: 46,025 shares; 2025Q2: 51,865 shares; 2025Q3: 59,368 shares; 2025Q4: 62,486 shares 62,486 $2.47M 0.02% +3,118 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,026 shares; 2024Q4: 28,056 shares; 2025Q1: 31,596 shares; 2025Q2: 36,331 shares; 2025Q3: 39,731 shares; 2025Q4: 43,761 shares 43,761 $2.47M 0.02% +4,030 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,414 shares; 2025Q1: 1,926 shares; 2025Q2: 2,398 shares; 2025Q3: 2,576 shares; 2025Q4: 2,782 shares 2,782 $2.45M 0.02% +206 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: 13,871 shares; 2024Q4: 12,019 shares; 2025Q1: 12,894 shares; 2025Q2: 13,345 shares; 2025Q3: 16,145 shares; 2025Q4: 24,929 shares 24,929 $2.44M 0.02% +8,784 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: 29,405 shares; 2024Q4: 28,219 shares; 2025Q1: 33,583 shares; 2025Q2: 32,072 shares; 2025Q3: 30,258 shares; 2025Q4: 28,605 shares 28,605 $2.41M 0.02% -1,653 Timeline USTB 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: not reported; 2024Q4: 10,403 shares; 2025Q1: 20,160 shares; 2025Q2: 30,491 shares; 2025Q3: 44,671 shares; 2025Q4: 47,299 shares 47,299 $2.4M 0.02% +2,628 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,397 shares; 2025Q1: 1,563 shares; 2025Q2: 2,362 shares; 2025Q3: 2,856 shares; 2025Q4: 2,928 shares 2,928 $2.4M 0.02% +72 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,139 shares; 2024Q4: 31,410 shares; 2025Q1: 51,778 shares; 2025Q2: 67,894 shares; 2025Q3: 66,920 shares; 2025Q4: 62,566 shares 62,566 $2.4M 0.02% -4,354 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,129 shares; 2024Q4: 53,268 shares; 2025Q1: 63,291 shares; 2025Q2: 73,367 shares; 2025Q3: 78,419 shares; 2025Q4: 87,422 shares 87,422 $2.4M 0.02% +9,003 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,805 shares; 2024Q4: 67,277 shares; 2025Q1: 69,734 shares; 2025Q2: 49,278 shares; 2025Q3: 39,412 shares; 2025Q4: 41,605 shares 41,605 $2.4M 0.02% +2,193 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,098 shares; 2025Q1: 79,413 shares; 2025Q2: 82,689 shares; 2025Q3: 81,603 shares; 2025Q4: 36,037 shares 36,037 $2.39M 0.02% -45,566 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 9,441 shares; 2025Q1: 10,680 shares; 2025Q2: 11,716 shares; 2025Q3: 13,999 shares; 2025Q4: 15,951 shares 15,951 $2.36M 0.02% +1,952 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,200 shares; 2025Q3: 67,566 shares; 2025Q4: 69,576 shares 69,576 $2.36M 0.02% +2,010 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: 109,419 shares; 2024Q4: 106,504 shares; 2025Q1: 61,345 shares; 2025Q2: 46,004 shares; 2025Q3: 46,564 shares; 2025Q4: 37,670 shares 37,670 $2.35M 0.02% -8,894 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,429 shares; 2025Q4: 46,576 shares 46,576 $2.35M 0.02% +30,147 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: 39,693 shares; 2024Q4: 36,082 shares; 2025Q1: 23,694 shares; 2025Q2: 21,031 shares; 2025Q3: 27,265 shares; 2025Q4: 30,413 shares 30,413 $2.34M 0.02% +3,148 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: 31,784 shares; 2024Q4: 27,505 shares; 2025Q1: 21,019 shares; 2025Q2: 22,265 shares; 2025Q3: 22,784 shares; 2025Q4: 36,696 shares 36,696 $2.34M 0.02% +13,912 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,303 shares; 2025Q3: 79,787 shares; 2025Q4: 72,407 shares 72,407 $2.32M 0.02% -7,380 Timeline KNG 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: 36,410 shares; 2024Q4: 30,127 shares; 2025Q1: 33,323 shares; 2025Q2: 46,315 shares; 2025Q3: 47,180 shares; 2025Q4: 46,843 shares 46,843 $2.3M 0.02% -337 Timeline GHI GREYSTONE HOUSING IMPACT INV More: the full row for GREYSTONE HOUSING IMPACT INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,990 shares; 2024Q4: 222,701 shares; 2025Q1: 186,405 shares; 2025Q2: 209,095 shares; 2025Q3: 237,506 shares; 2025Q4: 333,875 shares 333,875 $2.3M 0.02% +96,369 Timeline CWB 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: 25,709 shares; 2024Q4: 26,974 shares; 2025Q1: 28,742 shares; 2025Q2: 25,968 shares; 2025Q3: 25,946 shares; 2025Q4: 25,777 shares 25,777 $2.3M 0.02% -169 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,755 shares; 2024Q4: 12,555 shares; 2025Q1: 13,026 shares; 2025Q2: 10,317 shares; 2025Q3: 9,735 shares; 2025Q4: 9,895 shares 9,895 $2.29M 0.02% +160 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,277 shares; 2024Q4: 60,442 shares; 2025Q1: 63,149 shares; 2025Q2: 67,147 shares; 2025Q3: 74,826 shares; 2025Q4: 75,263 shares 75,263 $2.28M 0.02% +437 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,119 shares; 2024Q4: 51,276 shares; 2025Q1: 51,417 shares; 2025Q2: 49,730 shares; 2025Q3: 48,938 shares; 2025Q4: 44,289 shares 44,289 $2.25M 0.02% -4,649 Timeline DFUV 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: 58,498 shares; 2024Q4: 42,295 shares; 2025Q1: 41,773 shares; 2025Q2: 46,012 shares; 2025Q3: 46,254 shares; 2025Q4: 48,229 shares 48,229 $2.25M 0.02% +1,975 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: 4,971 shares; 2024Q4: 2,319 shares; 2025Q1: 2,700 shares; 2025Q2: 2,567 shares; 2025Q3: 12,043 shares; 2025Q4: 13,729 shares 13,729 $2.25M 0.02% +1,686 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: 15,331 shares; 2024Q4: 22,081 shares; 2025Q1: 49,956 shares; 2025Q2: 44,364 shares; 2025Q3: 42,212 shares; 2025Q4: 42,606 shares 42,606 $2.24M 0.02% +394 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: 32,769 shares; 2024Q4: 35,326 shares; 2025Q1: 52,153 shares; 2025Q2: 53,506 shares; 2025Q3: 55,877 shares; 2025Q4: 55,462 shares 55,462 $2.24M 0.02% -415 Timeline ESGE 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: 37,058 shares; 2024Q4: 33,439 shares; 2025Q1: 32,019 shares; 2025Q2: 34,082 shares; 2025Q3: 39,319 shares; 2025Q4: 50,582 shares 50,582 $2.23M 0.02% +11,263 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 10,518 shares; 2025Q1: 9,768 shares; 2025Q2: 42,656 shares; 2025Q3: 59,887 shares; 2025Q4: 62,732 shares 62,732 $2.22M 0.02% +2,845 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,779 shares; 2024Q4: 19,120 shares; 2025Q1: 19,001 shares; 2025Q2: 18,114 shares; 2025Q3: 17,633 shares; 2025Q4: 18,282 shares 18,282 $2.22M 0.02% +649 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,745 shares; 2024Q4: 61,457 shares; 2025Q1: 61,493 shares; 2025Q2: 61,025 shares; 2025Q3: 53,472 shares; 2025Q4: 37,650 shares 37,650 $2.21M 0.02% -15,822 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,240 shares; 2024Q4: 62,233 shares; 2025Q1: 57,766 shares; 2025Q2: 51,246 shares; 2025Q3: 55,827 shares; 2025Q4: 55,485 shares 55,485 $2.2M 0.02% -342 Timeline XSHQ 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: 38,693 shares; 2024Q4: 41,771 shares; 2025Q1: 47,986 shares; 2025Q2: 50,030 shares; 2025Q3: 53,697 shares; 2025Q4: 52,109 shares 52,109 $2.19M 0.01% -1,588 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 16,369 shares; 2025Q1: 21,288 shares; 2025Q2: 28,716 shares; 2025Q3: 41,440 shares; 2025Q4: 50,336 shares 50,336 $2.18M 0.01% +8,896 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,989 shares; 2024Q4: 148,918 shares; 2025Q1: 101,713 shares; 2025Q2: 28,895 shares; 2025Q3: 78,062 shares; 2025Q4: 16,553 shares 16,553 $2.18M 0.01% -61,509 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,552 shares; 2025Q1: 16,552 shares; 2025Q2: 16,552 shares; 2025Q3: 16,552 shares; 2025Q4: 17,937 shares 17,937 $2.18M 0.01% +1,385 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,874 shares; 2024Q4: 21,678 shares; 2025Q1: 20,952 shares; 2025Q2: 24,093 shares; 2025Q3: 23,634 shares; 2025Q4: 38,945 shares 38,945 $2.17M 0.01% +15,311 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: not reported; 2024Q4: not reported; 2025Q1: 14,142 shares; 2025Q2: 41,228 shares; 2025Q3: 105,785 shares; 2025Q4: 184,594 shares 184,594 $2.17M 0.01% +78,809 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 292 shares; 2025Q1: 327 shares; 2025Q2: 345 shares; 2025Q3: 358 shares; 2025Q4: 403 shares 403 $2.16M 0.01% +45 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: 23,485 shares; 2024Q4: 22,109 shares; 2025Q1: 25,018 shares; 2025Q2: 23,567 shares; 2025Q3: 20,857 shares; 2025Q4: 23,166 shares 23,166 $2.16M 0.01% +2,309 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 19,053 shares; 2025Q1: 19,858 shares; 2025Q2: 21,572 shares; 2025Q3: 23,926 shares; 2025Q4: 23,442 shares 23,442 $2.16M 0.01% -484 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: 16,452 shares; 2024Q4: 16,726 shares; 2025Q1: 17,014 shares; 2025Q2: 18,252 shares; 2025Q3: 18,625 shares; 2025Q4: 22,583 shares 22,583 $2.15M 0.01% +3,958 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,996 shares; 2025Q2: 6,716 shares; 2025Q3: 9,045 shares; 2025Q4: 9,179 shares 9,179 $2.15M 0.01% +134 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: 83,515 shares; 2024Q4: 94,893 shares; 2025Q1: 102,438 shares; 2025Q2: 107,039 shares; 2025Q3: 121,779 shares; 2025Q4: 127,819 shares 127,819 $2.13M 0.01% +6,040 Timeline SFLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,641 shares; 2025Q3: 64,065 shares; 2025Q4: 72,106 shares 72,106 $2.13M 0.01% +8,041 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 6,633 shares; 2025Q1: 8,367 shares; 2025Q2: 10,939 shares; 2025Q3: 13,541 shares; 2025Q4: 14,647 shares 14,647 $2.11M 0.01% +1,106 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 10,437 shares; 2025Q1: 10,216 shares; 2025Q2: 10,487 shares; 2025Q3: 10,181 shares; 2025Q4: 10,264 shares 10,264 $2.1M 0.01% +83 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,787 shares; 2025Q1: 5,951 shares; 2025Q2: 6,152 shares; 2025Q3: 6,206 shares; 2025Q4: 12,937 shares 12,937 $2.1M 0.01% +6,731 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,878 shares; 2024Q4: 341,604 shares; 2025Q1: 43,683 shares; 2025Q2: 43,185 shares; 2025Q3: 40,586 shares; 2025Q4: 43,681 shares 43,681 $2.1M 0.01% +3,095 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 11,017 shares; 2025Q1: 12,050 shares; 2025Q2: 13,428 shares; 2025Q3: 13,445 shares; 2025Q4: 16,229 shares 16,229 $2.09M 0.01% +2,784 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 14,925 shares; 2025Q1: 18,841 shares; 2025Q2: 22,910 shares; 2025Q3: 26,067 shares; 2025Q4: 26,524 shares 26,524 $2.09M 0.01% +457 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,771 shares 45,771 $2.09M 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 8,616 shares; 2025Q1: 11,249 shares; 2025Q2: 18,312 shares; 2025Q3: 18,287 shares; 2025Q4: 19,105 shares 19,105 $2.09M 0.01% +818 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,851 shares; 2025Q4: 84,388 shares 84,388 $2.05M 0.01% +38,537 Timeline ECOW 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: 64,822 shares; 2024Q4: 62,688 shares; 2025Q1: 66,821 shares; 2025Q2: 72,132 shares; 2025Q3: 80,234 shares; 2025Q4: 83,817 shares 83,817 $2.05M 0.01% +3,583 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,541 shares; 2024Q4: 45,887 shares; 2025Q1: 46,289 shares; 2025Q2: 46,265 shares; 2025Q3: 47,072 shares; 2025Q4: 36,100 shares 36,100 $2.04M 0.01% -10,972 Timeline FLRT 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: 19,422 shares; 2024Q4: 34,849 shares; 2025Q1: 58,598 shares; 2025Q2: 44,555 shares; 2025Q3: 44,647 shares; 2025Q4: 42,933 shares 42,933 $2.02M 0.01% -1,714 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: 4,790 shares; 2024Q4: 8,245 shares; 2025Q1: 8,418 shares; 2025Q2: 9,673 shares; 2025Q3: 9,841 shares; 2025Q4: 9,666 shares 9,666 $2.02M 0.01% -175 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,965 shares; 2025Q1: 13,232 shares; 2025Q2: 15,691 shares; 2025Q3: 18,850 shares; 2025Q4: 18,406 shares 18,406 $2.02M 0.01% -444 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 15,950 shares; 2025Q1: 16,907 shares; 2025Q2: 17,974 shares; 2025Q3: 16,655 shares; 2025Q4: 15,792 shares 15,792 $2.01M 0.01% -863 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,389 shares; 2025Q2: 43,309 shares; 2025Q3: 35,376 shares; 2025Q4: 36,172 shares 36,172 $2.01M 0.01% +796 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,509 shares; 2024Q4: 18,361 shares; 2025Q1: 18,754 shares; 2025Q2: 20,905 shares; 2025Q3: 20,773 shares; 2025Q4: 22,026 shares 22,026 $2.01M 0.01% +1,253 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,787 shares; 2025Q1: 3,309 shares; 2025Q2: 3,607 shares; 2025Q3: 3,793 shares; 2025Q4: 3,843 shares 3,843 $2.01M 0.01% +50 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,155 shares; 2025Q1: 3,574 shares; 2025Q2: 6,526 shares; 2025Q3: 7,621 shares; 2025Q4: 8,853 shares 8,853 $2M 0.01% +1,232 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,377 shares; 2025Q1: 1,926 shares; 2025Q2: 8,442 shares; 2025Q3: 8,438 shares; 2025Q4: 10,119 shares 10,119 $1.99M 0.01% +1,681 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: 5,320 shares; 2024Q4: 6,048 shares; 2025Q1: 8,632 shares; 2025Q2: 14,616 shares; 2025Q3: 16,120 shares; 2025Q4: 18,331 shares 18,331 $1.99M 0.01% +2,211 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: 11,632 shares; 2024Q4: 11,450 shares; 2025Q1: 9,041 shares; 2025Q2: 10,291 shares; 2025Q3: 11,790 shares; 2025Q4: 12,154 shares 12,154 $1.98M 0.01% +364 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: 6,569 shares; 2024Q4: 5,885 shares; 2025Q1: 6,337 shares; 2025Q2: 9,590 shares; 2025Q3: 9,036 shares; 2025Q4: 8,573 shares 8,573 $1.96M 0.01% -463 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,479 shares; 2024Q4: 124,827 shares; 2025Q1: 134,782 shares; 2025Q2: 135,444 shares; 2025Q3: 151,718 shares; 2025Q4: 153,301 shares 153,301 $1.94M 0.01% +1,583 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,857 shares; 2025Q1: 6,250 shares; 2025Q2: 13,384 shares; 2025Q3: 14,235 shares; 2025Q4: 9,538 shares 9,538 $1.94M 0.01% -4,697 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,233 shares; 2025Q1: 3,197 shares; 2025Q2: 3,495 shares; 2025Q3: 4,554 shares; 2025Q4: 6,049 shares 6,049 $1.93M 0.01% +1,495 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,064 shares; 2024Q4: 9,090 shares; 2025Q1: 28,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,847 shares 41,847 $1.91M 0.01% new Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,785 shares; 2025Q3: 43,890 shares; 2025Q4: 47,620 shares 47,620 $1.91M 0.01% +3,730 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: 5,335 shares; 2024Q4: 5,788 shares; 2025Q1: 5,402 shares; 2025Q2: 8,481 shares; 2025Q3: 11,481 shares; 2025Q4: 13,499 shares 13,499 $1.9M 0.01% +2,018 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: 40,839 shares; 2024Q4: 27,565 shares; 2025Q1: 38,715 shares; 2025Q2: 53,437 shares; 2025Q3: 55,089 shares; 2025Q4: 55,510 shares 55,510 $1.9M 0.01% +421 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 6,747 shares; 2025Q1: 7,172 shares; 2025Q2: 45,887 shares; 2025Q3: 62,726 shares; 2025Q4: 61,680 shares 61,680 $1.9M 0.01% -1,046 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,849 shares; 2025Q4: 74,772 shares 74,772 $1.89M 0.01% +17,923 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,795 shares; 2024Q4: 14,806 shares; 2025Q1: 12,635 shares; 2025Q2: 11,186 shares; 2025Q3: 13,912 shares; 2025Q4: 12,412 shares 12,412 $1.89M 0.01% -1,500 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,193 shares; 2024Q4: 50,187 shares; 2025Q1: 23,699 shares; 2025Q2: 28,607 shares; 2025Q3: 33,710 shares; 2025Q4: 31,464 shares 31,464 $1.89M 0.01% -2,246 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: 24,735 shares; 2024Q4: 24,883 shares; 2025Q1: 25,583 shares; 2025Q2: 26,024 shares; 2025Q3: 26,484 shares; 2025Q4: 28,048 shares 28,048 $1.88M 0.01% +1,564 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,062 shares; 2024Q4: 9,163 shares; 2025Q1: 11,017 shares; 2025Q2: 14,640 shares; 2025Q3: 17,524 shares; 2025Q4: 15,706 shares 15,706 $1.87M 0.01% -1,818 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,164 shares; 2024Q4: 12,969 shares; 2025Q1: 13,652 shares; 2025Q2: 16,458 shares; 2025Q3: 30,001 shares; 2025Q4: 37,153 shares 37,153 $1.87M 0.01% +7,152 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,386 shares; 2024Q4: 31,602 shares; 2025Q1: 51,806 shares; 2025Q2: 46,744 shares; 2025Q3: 50,979 shares; 2025Q4: 52,720 shares 52,720 $1.87M 0.01% +1,741 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,910 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 5,921 shares; 2025Q4: 6,096 shares 6,096 $1.87M 0.01% +175 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: 5,179 shares; 2024Q4: 5,492 shares; 2025Q1: 6,370 shares; 2025Q2: 7,191 shares; 2025Q3: 8,037 shares; 2025Q4: 10,085 shares 10,085 $1.87M 0.01% +2,048 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,087 shares; 2024Q4: 49,632 shares; 2025Q1: 58,624 shares; 2025Q2: 63,327 shares; 2025Q3: 69,010 shares; 2025Q4: 72,922 shares 72,922 $1.86M 0.01% +3,912 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 4,271 shares; 2025Q1: 4,826 shares; 2025Q2: 4,300 shares; 2025Q3: 3,259 shares; 2025Q4: 3,208 shares 3,208 $1.86M 0.01% -51 Timeline VTWG 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: 8,063 shares; 2024Q4: 8,037 shares; 2025Q1: 8,154 shares; 2025Q2: 7,994 shares; 2025Q3: 7,967 shares; 2025Q4: 7,875 shares 7,875 $1.86M 0.01% -92 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,921 shares; 2024Q4: 19,921 shares; 2025Q1: 33,310 shares; 2025Q2: 33,480 shares; 2025Q3: 38,058 shares; 2025Q4: 48,777 shares 48,777 $1.85M 0.01% +10,719 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,681 shares; 2025Q1: not reported; 2025Q2: 11,884 shares; 2025Q3: 32,478 shares; 2025Q4: 43,174 shares 43,174 $1.84M 0.01% +10,696 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,391 shares; 2025Q3: 60,239 shares; 2025Q4: 71,865 shares 71,865 $1.84M 0.01% +11,626 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,103 shares; 2024Q4: 459,382 shares; 2025Q1: 479,574 shares; 2025Q2: 507,027 shares; 2025Q3: 580,764 shares; 2025Q4: 701,847 shares 701,847 $1.83M 0.01% +121,083 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 6,641 shares 6,641 $1.83M 0.01% +5,090 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,079 shares; 2024Q4: 25,097 shares; 2025Q1: 21,755 shares; 2025Q2: 33,056 shares; 2025Q3: 34,025 shares; 2025Q4: 38,065 shares 38,065 $1.83M 0.01% +4,040 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 3,714 shares; 2025Q1: 5,547 shares; 2025Q2: 7,007 shares; 2025Q3: 8,836 shares; 2025Q4: 9,605 shares 9,605 $1.82M 0.01% +769 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: 37,142 shares; 2024Q4: 39,896 shares; 2025Q1: 38,312 shares; 2025Q2: 80,075 shares; 2025Q3: 91,793 shares; 2025Q4: 46,333 shares 46,333 $1.81M 0.01% -45,460 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,224 shares; 2025Q1: 3,218 shares; 2025Q2: 4,415 shares; 2025Q3: 4,532 shares; 2025Q4: 4,234 shares 4,234 $1.81M 0.01% -298 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,310 shares; 2024Q4: 53,573 shares; 2025Q1: 57,860 shares; 2025Q2: 50,853 shares; 2025Q3: 39,983 shares; 2025Q4: 78,240 shares 78,240 $1.79M 0.01% +38,257 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 5,135 shares; 2025Q1: 6,049 shares; 2025Q2: 6,617 shares; 2025Q3: 7,046 shares; 2025Q4: 5,083 shares 5,083 $1.79M 0.01% -1,963 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,208 shares; 2025Q1: 4,573 shares; 2025Q2: 4,515 shares; 2025Q3: 5,456 shares; 2025Q4: 5,961 shares 5,961 $1.78M 0.01% +505 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: 2,072 shares; 2024Q4: 2,549 shares; 2025Q1: 2,999 shares; 2025Q2: 3,495 shares; 2025Q3: 3,786 shares; 2025Q4: 9,573 shares 9,573 $1.78M 0.01% +5,787 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,192 shares; 2025Q3: 22,839 shares; 2025Q4: 23,737 shares 23,737 $1.76M 0.01% +898 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: 56,719 shares; 2024Q4: 55,728 shares; 2025Q1: 49,015 shares; 2025Q2: 39,341 shares; 2025Q3: 42,377 shares; 2025Q4: 40,733 shares 40,733 $1.76M 0.01% -1,644 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,998 shares; 2024Q4: 36,129 shares; 2025Q1: 27,666 shares; 2025Q2: 25,837 shares; 2025Q3: 25,221 shares; 2025Q4: 19,829 shares 19,829 $1.75M 0.01% -5,392 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,297 shares; 2024Q4: 34,788 shares; 2025Q1: 37,929 shares; 2025Q2: 46,236 shares; 2025Q3: 62,444 shares; 2025Q4: 75,037 shares 75,037 $1.74M 0.01% +12,593 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,606 shares; 2025Q1: 1,632 shares; 2025Q2: 1,663 shares; 2025Q3: 1,960 shares; 2025Q4: 3,069 shares 3,069 $1.74M 0.01% +1,109 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: 18,732 shares; 2025Q1: 20,796 shares; 2025Q2: 23,456 shares; 2025Q3: 25,583 shares; 2025Q4: 26,718 shares 26,718 $1.74M 0.01% +1,135 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 4,558 shares; 2025Q1: 5,212 shares; 2025Q2: 8,171 shares; 2025Q3: 8,302 shares; 2025Q4: 7,706 shares 7,706 $1.73M 0.01% -596 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,266 shares; 2025Q3: 38,859 shares; 2025Q4: 39,326 shares 39,326 $1.73M 0.01% +467 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 14,138 shares; 2025Q1: 15,611 shares; 2025Q2: 16,326 shares; 2025Q3: 16,275 shares; 2025Q4: 15,242 shares 15,242 $1.72M 0.01% -1,033 Timeline EWA 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: 64,210 shares; 2024Q4: 54,512 shares; 2025Q1: 65,712 shares; 2025Q2: 61,713 shares; 2025Q3: 61,838 shares; 2025Q4: 65,832 shares 65,832 $1.72M 0.01% +3,994 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,564 shares; 2024Q4: 21,758 shares; 2025Q1: 22,530 shares; 2025Q2: 22,022 shares; 2025Q3: 21,529 shares; 2025Q4: 20,922 shares 20,922 $1.72M 0.01% -607 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: 172,289 shares; 2024Q4: 163,680 shares; 2025Q1: 158,309 shares; 2025Q2: 157,801 shares; 2025Q3: 151,128 shares; 2025Q4: 130,605 shares 130,605 $1.71M 0.01% -20,523 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: 4,373 shares; 2024Q4: 4,175 shares; 2025Q1: 5,878 shares; 2025Q2: 7,213 shares; 2025Q3: 8,312 shares; 2025Q4: 7,473 shares 7,473 $1.7M 0.01% -839 Timeline DFIP 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: 31,599 shares; 2024Q4: 21,920 shares; 2025Q1: 33,829 shares; 2025Q2: 34,488 shares; 2025Q3: 41,629 shares; 2025Q4: 40,818 shares 40,818 $1.7M 0.01% -811 Timeline NULG 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: 14,897 shares; 2024Q4: 13,105 shares; 2025Q1: 12,712 shares; 2025Q2: 13,567 shares; 2025Q3: 13,526 shares; 2025Q4: 17,318 shares 17,318 $1.69M 0.01% +3,792 Timeline AVLV 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: 23,801 shares; 2024Q4: 24,853 shares; 2025Q1: 24,640 shares; 2025Q2: 23,365 shares; 2025Q3: 22,037 shares; 2025Q4: 22,337 shares 22,337 $1.69M 0.01% +300 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 2,330 shares; 2025Q1: 2,617 shares; 2025Q2: 4,555 shares; 2025Q3: 4,472 shares; 2025Q4: 5,433 shares 5,433 $1.69M 0.01% +961 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,178 shares; 2025Q3: 35,795 shares; 2025Q4: 51,839 shares 51,839 $1.68M 0.01% +16,044 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: 11,885 shares; 2024Q4: 12,237 shares; 2025Q1: 9,509 shares; 2025Q2: 12,908 shares; 2025Q3: 20,161 shares; 2025Q4: 28,743 shares 28,743 $1.68M 0.01% +8,582 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 27,023 shares; 2025Q1: 44,527 shares; 2025Q2: 56,320 shares; 2025Q3: 58,261 shares; 2025Q4: 64,108 shares 64,108 $1.68M 0.01% +5,847 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 8,581 shares; 2025Q1: not reported; 2025Q2: 49,818 shares; 2025Q3: 49,208 shares; 2025Q4: 45,409 shares 45,409 $1.68M 0.01% -3,799 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 8,564 shares; 2025Q1: 6,495 shares; 2025Q2: 12,826 shares; 2025Q3: 17,124 shares; 2025Q4: 17,614 shares 17,614 $1.67M 0.01% +490 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,508 shares; 2025Q3: 13,973 shares; 2025Q4: 23,363 shares 23,363 $1.67M 0.01% +9,390 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,804 shares; 2024Q4: 28,299 shares; 2025Q1: 26,925 shares; 2025Q2: 27,106 shares; 2025Q3: 30,532 shares; 2025Q4: 32,115 shares 32,115 $1.67M 0.01% +1,583 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: 84,570 shares; 2024Q4: 89,509 shares; 2025Q1: 92,863 shares; 2025Q2: 96,505 shares; 2025Q3: 90,821 shares; 2025Q4: 81,896 shares 81,896 $1.67M 0.01% -8,925 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: 36,428 shares; 2024Q4: 46,389 shares; 2025Q1: 35,958 shares; 2025Q2: 31,009 shares; 2025Q3: 30,406 shares; 2025Q4: 31,136 shares 31,136 $1.66M 0.01% +730 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: 11,171 shares; 2024Q4: 11,926 shares; 2025Q1: 14,217 shares; 2025Q2: 14,813 shares; 2025Q3: 13,661 shares; 2025Q4: 8,829 shares 8,829 $1.66M 0.01% -4,832 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: 6,704 shares; 2024Q4: 18,468 shares; 2025Q1: 24,646 shares; 2025Q2: 34,905 shares; 2025Q3: 37,262 shares; 2025Q4: 37,490 shares 37,490 $1.65M 0.01% +228 Timeline AVUV 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: 26,743 shares; 2024Q4: 28,926 shares; 2025Q1: 25,814 shares; 2025Q2: 21,863 shares; 2025Q3: 20,176 shares; 2025Q4: 16,171 shares 16,171 $1.65M 0.01% -4,005 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: 67,224 shares; 2024Q4: 43,589 shares; 2025Q1: 38,525 shares; 2025Q2: 31,090 shares; 2025Q3: 25,459 shares; 2025Q4: 62,685 shares 62,685 $1.64M 0.01% +37,226 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,384 shares; 2025Q4: 64,422 shares 64,422 $1.64M 0.01% +35,038 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,720 shares; 2024Q4: 20,810 shares; 2025Q1: 20,885 shares; 2025Q2: 18,587 shares; 2025Q3: 18,665 shares; 2025Q4: 18,929 shares 18,929 $1.63M 0.01% +264 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,855 shares; 2025Q3: 49,035 shares; 2025Q4: 37,426 shares 37,426 $1.63M 0.01% -11,609 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,386 shares; 2025Q1: 33,745 shares; 2025Q2: 37,062 shares; 2025Q3: 41,817 shares; 2025Q4: 48,434 shares 48,434 $1.63M 0.01% +6,617 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,218 shares; 2025Q3: 57,884 shares; 2025Q4: 76,780 shares 76,780 $1.63M 0.01% +18,896 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,732 shares; 2025Q1: 6,871 shares; 2025Q2: 16,124 shares; 2025Q3: 22,714 shares; 2025Q4: 27,886 shares 27,886 $1.63M 0.01% +5,172 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,017 shares 78,017 $1.62M 0.01% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,420 shares; 2024Q4: 31,375 shares; 2025Q1: 42,576 shares; 2025Q2: 58,157 shares; 2025Q3: 78,362 shares; 2025Q4: 80,979 shares 80,979 $1.62M 0.01% +2,617 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: 10,900 shares; 2024Q4: 13,570 shares; 2025Q1: 13,708 shares; 2025Q2: 14,052 shares; 2025Q3: 16,536 shares; 2025Q4: 16,298 shares 16,298 $1.62M 0.01% -238 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 20,492 shares; 2025Q1: 15,710 shares; 2025Q2: 15,187 shares; 2025Q3: 24,552 shares; 2025Q4: 22,437 shares 22,437 $1.61M 0.01% -2,115 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: 13,604 shares; 2024Q4: 15,851 shares; 2025Q1: 19,095 shares; 2025Q2: 23,943 shares; 2025Q3: 32,165 shares; 2025Q4: 32,983 shares 32,983 $1.6M 0.01% +818 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,273 shares; 2024Q4: 41,409 shares; 2025Q1: 46,069 shares; 2025Q2: 49,476 shares; 2025Q3: 53,542 shares; 2025Q4: 67,207 shares 67,207 $1.59M 0.01% +13,665 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,468 shares; 2025Q1: 3,626 shares; 2025Q2: 4,286 shares; 2025Q3: 4,496 shares; 2025Q4: 5,468 shares 5,468 $1.59M 0.01% +972 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: 19,712 shares; 2024Q4: 21,535 shares; 2025Q1: 21,848 shares; 2025Q2: 25,231 shares; 2025Q3: 25,834 shares; 2025Q4: 25,357 shares 25,357 $1.58M 0.01% -477 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,417 shares; 2024Q4: 17,564 shares; 2025Q1: 24,980 shares; 2025Q2: 28,272 shares; 2025Q3: 26,557 shares; 2025Q4: 22,756 shares 22,756 $1.58M 0.01% -3,801 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,570 shares; 2025Q1: 2,715 shares; 2025Q2: 4,629 shares; 2025Q3: 5,272 shares; 2025Q4: 9,106 shares 9,106 $1.54M 0.01% +3,834 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,033 shares; 2024Q4: 51,824 shares; 2025Q1: 58,374 shares; 2025Q2: 69,044 shares; 2025Q3: 74,814 shares; 2025Q4: 88,378 shares 88,378 $1.54M 0.01% +13,564 Timeline EWQ 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: 40,897 shares; 2024Q4: 46,297 shares; 2025Q1: 46,167 shares; 2025Q2: 46,167 shares; 2025Q3: 46,290 shares; 2025Q4: 34,183 shares 34,183 $1.54M 0.01% -12,107 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,840 shares; 2025Q3: 2,089 shares; 2025Q4: 2,282 shares 2,282 $1.54M 0.01% +193 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,599 shares; 2025Q2: 26,660 shares; 2025Q3: 32,581 shares; 2025Q4: 36,127 shares 36,127 $1.54M 0.01% +3,546 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: 5,562 shares; 2024Q4: 4,848 shares; 2025Q1: 4,078 shares; 2025Q2: 4,488 shares; 2025Q3: 4,776 shares; 2025Q4: 5,577 shares 5,577 $1.52M 0.01% +801 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,380 shares; 2024Q4: 57,853 shares; 2025Q1: 62,156 shares; 2025Q2: 58,806 shares; 2025Q3: 58,273 shares; 2025Q4: 60,785 shares 60,785 $1.52M 0.01% +2,512 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,691 shares 18,691 $1.51M 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 13,108 shares; 2025Q1: 4,611 shares; 2025Q2: 6,984 shares; 2025Q3: 7,045 shares; 2025Q4: 9,339 shares 9,339 $1.51M 0.01% +2,294 Timeline PFIG 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: 70,224 shares; 2024Q4: 70,267 shares; 2025Q1: 74,110 shares; 2025Q2: 63,906 shares; 2025Q3: 61,525 shares; 2025Q4: 61,968 shares 61,968 $1.51M 0.01% +443 Timeline FLQS 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: 27,676 shares; 2024Q4: 28,261 shares; 2025Q1: 29,490 shares; 2025Q2: 32,051 shares; 2025Q3: 31,862 shares; 2025Q4: 34,834 shares 34,834 $1.5M 0.01% +2,972 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 3,287 shares; 2025Q1: 3,639 shares; 2025Q2: 3,319 shares; 2025Q3: 3,617 shares; 2025Q4: 7,285 shares 7,285 $1.5M 0.01% +3,668 Timeline EWK 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: 75,297 shares; 2024Q4: 75,297 shares; 2025Q1: 78,097 shares; 2025Q2: 65,797 shares; 2025Q3: 65,797 shares; 2025Q4: 61,397 shares 61,397 $1.49M 0.01% -4,400 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,631 shares; 2025Q1: 8,661 shares; 2025Q2: 14,567 shares; 2025Q3: 17,163 shares; 2025Q4: 16,634 shares 16,634 $1.49M 0.01% -529 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,754 shares; 2025Q1: 1,809 shares; 2025Q2: 2,119 shares; 2025Q3: 2,244 shares; 2025Q4: 2,242 shares 2,242 $1.49M 0.01% -2 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 1,373 shares; 2025Q1: 1,793 shares; 2025Q2: 2,140 shares; 2025Q3: 2,567 shares; 2025Q4: 2,585 shares 2,585 $1.48M 0.01% +18 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 8,195 shares; 2025Q1: 16,015 shares; 2025Q2: 29,326 shares; 2025Q3: 30,376 shares; 2025Q4: 28,014 shares 28,014 $1.48M 0.01% -2,362 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: 24,536 shares; 2024Q4: 23,456 shares; 2025Q1: 20,051 shares; 2025Q2: 18,214 shares; 2025Q3: 18,538 shares; 2025Q4: 18,112 shares 18,112 $1.47M 0.01% -426 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 21,428 shares; 2025Q1: 17,828 shares; 2025Q2: 15,645 shares; 2025Q3: 14,645 shares; 2025Q4: 13,341 shares 13,341 $1.47M 0.01% -1,304 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,384 shares; 2024Q4: 12,126 shares; 2025Q1: 18,200 shares; 2025Q2: 18,831 shares; 2025Q3: 18,311 shares; 2025Q4: 15,912 shares 15,912 $1.47M 0.01% -2,399 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 7,032 shares; 2025Q1: 9,825 shares; 2025Q2: 18,451 shares; 2025Q3: 23,695 shares; 2025Q4: 18,476 shares 18,476 $1.47M 0.01% -5,219 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,333 shares; 2025Q2: 18,045 shares; 2025Q3: 22,268 shares; 2025Q4: 29,991 shares 29,991 $1.46M 0.01% +7,723 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 450 shares; 2025Q1: 1,491 shares; 2025Q2: 2,419 shares; 2025Q3: 2,609 shares; 2025Q4: 2,512 shares 2,512 $1.46M 0.01% -97 Timeline PFFD 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: 66,128 shares; 2024Q4: 74,082 shares; 2025Q1: 90,594 shares; 2025Q2: 93,084 shares; 2025Q3: 97,507 shares; 2025Q4: 77,117 shares 77,117 $1.46M 0.01% -20,390 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,848 shares; 2025Q3: 41,549 shares; 2025Q4: 27,403 shares 27,403 $1.46M 0.01% -14,146 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,565 shares; 2024Q4: 21,746 shares; 2025Q1: 19,702 shares; 2025Q2: 16,268 shares; 2025Q3: 21,427 shares; 2025Q4: 15,123 shares 15,123 $1.46M 0.01% -6,304 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,515 shares; 2025Q1: 21,705 shares; 2025Q2: 21,256 shares; 2025Q3: 25,087 shares; 2025Q4: 29,565 shares 29,565 $1.45M 0.01% +4,478 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,331 shares; 2024Q4: 73,354 shares; 2025Q1: 90,512 shares; 2025Q2: 146,851 shares; 2025Q3: 174,851 shares; 2025Q4: 179,923 shares 179,923 $1.45M 0.01% +5,072 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,700 shares; 2025Q2: 12,430 shares; 2025Q3: 30,173 shares; 2025Q4: 35,368 shares 35,368 $1.44M 0.01% +5,195 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,901 shares; 2025Q2: 7,982 shares; 2025Q3: 8,209 shares; 2025Q4: 8,662 shares 8,662 $1.44M 0.01% +453 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: 5,942 shares; 2024Q4: 6,819 shares; 2025Q1: 8,655 shares; 2025Q2: 6,798 shares; 2025Q3: 6,684 shares; 2025Q4: 6,775 shares 6,775 $1.43M 0.01% +91 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,859 shares; 2025Q1: 31,494 shares; 2025Q2: 41,968 shares; 2025Q3: 59,856 shares; 2025Q4: 66,701 shares 66,701 $1.43M 0.01% +6,845 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 15,300 shares; 2025Q1: 16,900 shares; 2025Q2: 17,700 shares; 2025Q3: 18,500 shares; 2025Q4: 19,300 shares 19,300 $1.42M 0.01% +800 Timeline EEMO 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: 59,471 shares; 2024Q4: 65,192 shares; 2025Q1: 74,988 shares; 2025Q2: 78,467 shares; 2025Q3: 81,905 shares; 2025Q4: 80,750 shares 80,750 $1.42M 0.01% -1,155 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,577 shares; 2025Q1: not reported; 2025Q2: 11,061 shares; 2025Q3: 12,477 shares; 2025Q4: 12,819 shares 12,819 $1.42M 0.01% +342 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,428 shares; 2025Q3: 13,791 shares; 2025Q4: 26,885 shares 26,885 $1.41M 0.01% +13,094 Timeline EUFN 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: 122,886 shares; 2024Q4: 37,073 shares; 2025Q1: 40,488 shares; 2025Q2: 37,965 shares; 2025Q3: 37,954 shares; 2025Q4: 37,962 shares 37,962 $1.41M 0.01% +8 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 10,940 shares; 2025Q1: 11,649 shares; 2025Q2: 15,787 shares; 2025Q3: 15,230 shares; 2025Q4: 16,798 shares 16,798 $1.39M 0.01% +1,568 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,210 shares; 2025Q3: 14,524 shares; 2025Q4: 29,109 shares 29,109 $1.38M 0.01% +14,585 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,652 shares; 2024Q4: 24,531 shares; 2025Q1: 34,568 shares; 2025Q2: 27,978 shares; 2025Q3: 28,263 shares; 2025Q4: 26,965 shares 26,965 $1.37M 0.01% -1,298 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 8,630 shares; 2025Q1: 6,428 shares; 2025Q2: 6,372 shares; 2025Q3: 7,698 shares; 2025Q4: 21,318 shares 21,318 $1.37M 0.01% +13,620 Timeline EWO 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: 60,637 shares; 2024Q4: 60,637 shares; 2025Q1: 47,837 shares; 2025Q2: 40,237 shares; 2025Q3: 38,537 shares; 2025Q4: 38,537 shares 38,537 $1.37M 0.01% 0 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,796 shares; 2025Q3: 27,112 shares; 2025Q4: 27,813 shares 27,813 $1.37M 0.01% +701 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,036 shares; 2025Q4: 19,886 shares 19,886 $1.36M 0.01% +3,850 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,995 shares; 2024Q4: 20,620 shares; 2025Q1: 16,145 shares; 2025Q2: 25,177 shares; 2025Q3: 41,755 shares; 2025Q4: 70,352 shares 70,352 $1.36M 0.01% +28,597 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 4,469 shares; 2025Q4: 4,117 shares 4,117 $1.35M 0.01% -352 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,307 shares; 2025Q3: 4,215 shares; 2025Q4: 4,228 shares 4,228 $1.35M 0.01% +13 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,445 shares; 2024Q4: 25,453 shares; 2025Q1: 30,539 shares; 2025Q2: 31,628 shares; 2025Q3: 35,837 shares; 2025Q4: 59,609 shares 59,609 $1.34M 0.01% +23,772 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,666 shares; 2024Q4: 17,400 shares; 2025Q1: 19,038 shares; 2025Q2: 20,334 shares; 2025Q3: 20,899 shares; 2025Q4: 22,212 shares 22,212 $1.34M 0.01% +1,313 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,718 shares; 2025Q2: 30,198 shares; 2025Q3: 36,472 shares; 2025Q4: 38,492 shares 38,492 $1.33M 0.01% +2,020 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 40,657 shares; 2025Q1: 51,956 shares; 2025Q2: 48,802 shares; 2025Q3: 44,926 shares; 2025Q4: 44,820 shares 44,820 $1.33M 0.01% -106 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: 8,253 shares; 2024Q4: 7,975 shares; 2025Q1: 9,878 shares; 2025Q2: 9,304 shares; 2025Q3: 10,234 shares; 2025Q4: 10,395 shares 10,395 $1.33M 0.01% +161 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,543 shares; 2024Q4: 37,574 shares; 2025Q1: 47,944 shares; 2025Q2: 38,237 shares; 2025Q3: 38,395 shares; 2025Q4: 36,279 shares 36,279 $1.32M 0.01% -2,116 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,990 shares; 2025Q1: 1,771 shares; 2025Q2: 2,793 shares; 2025Q3: 3,223 shares; 2025Q4: 3,367 shares 3,367 $1.31M 0.01% +144 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,915 shares; 2024Q4: 29,270 shares; 2025Q1: 30,212 shares; 2025Q2: 33,659 shares; 2025Q3: 35,003 shares; 2025Q4: 54,624 shares 54,624 $1.3M 0.01% +19,621 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,272 shares; 2024Q4: 34,083 shares; 2025Q1: 43,155 shares; 2025Q2: 48,374 shares; 2025Q3: 54,134 shares; 2025Q4: 17,999 shares 17,999 $1.3M 0.01% -36,135 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: 6,003 shares; 2024Q4: 6,214 shares; 2025Q1: 5,549 shares; 2025Q2: 5,580 shares; 2025Q3: 6,247 shares; 2025Q4: 6,196 shares 6,196 $1.29M 0.01% -51 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: 17,124 shares; 2024Q4: 17,586 shares; 2025Q1: 19,376 shares; 2025Q2: 19,246 shares; 2025Q3: 20,056 shares; 2025Q4: 19,359 shares 19,359 $1.28M 0.01% -697 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: 3,031 shares; 2024Q4: 3,090 shares; 2025Q1: 3,507 shares; 2025Q2: 3,828 shares; 2025Q3: 6,200 shares; 2025Q4: 6,880 shares 6,880 $1.28M 0.01% +680 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: 9,485 shares; 2024Q4: 11,137 shares; 2025Q1: 12,070 shares; 2025Q2: 13,678 shares; 2025Q3: 17,839 shares; 2025Q4: 16,152 shares 16,152 $1.28M 0.01% -1,687 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,037 shares; 2025Q3: 6,493 shares; 2025Q4: 6,092 shares 6,092 $1.27M 0.01% -401 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 6,086 shares; 2025Q1: 6,754 shares; 2025Q2: 12,335 shares; 2025Q3: 12,573 shares; 2025Q4: 15,888 shares 15,888 $1.27M 0.01% +3,315 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,501 shares; 2025Q1: 46,575 shares; 2025Q2: 32,676 shares; 2025Q3: 39,922 shares; 2025Q4: 35,316 shares 35,316 $1.27M 0.01% -4,606 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: 5,639 shares; 2024Q4: 4,087 shares; 2025Q1: 5,582 shares; 2025Q2: 5,813 shares; 2025Q3: 6,071 shares; 2025Q4: 8,736 shares 8,736 $1.26M 0.01% +2,665 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,844 shares; 2024Q4: 34,431 shares; 2025Q1: 34,698 shares; 2025Q2: 33,079 shares; 2025Q3: 34,512 shares; 2025Q4: 34,135 shares 34,135 $1.26M 0.01% -377 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,546 shares; 2025Q4: 43,126 shares 43,126 $1.25M 0.01% +26,580 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: 44,404 shares; 2024Q4: 39,226 shares; 2025Q1: 38,734 shares; 2025Q2: 36,353 shares; 2025Q3: 30,346 shares; 2025Q4: 27,953 shares 27,953 $1.25M 0.01% -2,393 Timeline IAK 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: 26,659 shares; 2024Q4: 23,163 shares; 2025Q1: 15,972 shares; 2025Q2: 15,477 shares; 2025Q3: 10,331 shares; 2025Q4: 9,082 shares 9,082 $1.24M 0.01% -1,249 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 11,329 shares; 2025Q1: 10,705 shares; 2025Q2: 11,609 shares; 2025Q3: 13,550 shares; 2025Q4: 13,176 shares 13,176 $1.23M 0.01% -374 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,107 shares; 2025Q1: 14,192 shares; 2025Q2: 25,536 shares; 2025Q3: 25,354 shares; 2025Q4: 24,193 shares 24,193 $1.23M 0.01% -1,161 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,152 shares; 2025Q3: 16,093 shares; 2025Q4: 25,369 shares 25,369 $1.22M 0.01% +9,276 Timeline MORT 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: 65,198 shares; 2024Q4: 76,915 shares; 2025Q1: 85,311 shares; 2025Q2: 102,561 shares; 2025Q3: 114,016 shares; 2025Q4: 116,100 shares 116,100 $1.22M 0.01% +2,084 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 13,066 shares; 2025Q1: 14,981 shares; 2025Q2: 15,506 shares; 2025Q3: 15,651 shares; 2025Q4: 11,557 shares 11,557 $1.21M 0.01% -4,094 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares; 2025Q3: 7,346 shares; 2025Q4: 8,875 shares 8,875 $1.21M 0.01% +1,529 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,687 shares; 2024Q4: 65,533 shares; 2025Q1: 23,173 shares; 2025Q2: 11,849 shares; 2025Q3: 13,256 shares; 2025Q4: 13,970 shares 13,970 $1.2M 0.01% +714 Timeline FLBL 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: 52,554 shares; 2024Q4: 43,763 shares; 2025Q1: 53,931 shares; 2025Q2: 57,372 shares; 2025Q3: 55,366 shares; 2025Q4: 51,025 shares 51,025 $1.2M 0.01% -4,341 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: 285 shares; 2024Q4: 291 shares; 2025Q1: 316 shares; 2025Q2: 362 shares; 2025Q3: 347 shares; 2025Q4: 351 shares 351 $1.19M 0.01% +4 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,169 shares; 2024Q4: 40,547 shares; 2025Q1: 53,882 shares; 2025Q2: 63,507 shares; 2025Q3: 62,267 shares; 2025Q4: 61,982 shares 61,982 $1.19M 0.01% -285 Timeline SPXE 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: 18,528 shares; 2024Q4: 18,528 shares; 2025Q1: 18,528 shares; 2025Q2: 17,428 shares; 2025Q3: 17,428 shares; 2025Q4: 16,028 shares 16,028 $1.18M 0.01% -1,400 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 8,959 shares; 2025Q1: 11,773 shares; 2025Q2: 15,763 shares; 2025Q3: 19,881 shares; 2025Q4: 18,752 shares 18,752 $1.18M 0.01% -1,129 Timeline VGSH 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: 14,565 shares; 2024Q4: 19,446 shares; 2025Q1: 16,872 shares; 2025Q2: 17,469 shares; 2025Q3: 18,973 shares; 2025Q4: 20,016 shares 20,016 $1.18M 0.01% +1,043 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 7,015 shares; 2025Q1: 8,968 shares; 2025Q2: 11,354 shares; 2025Q3: 14,264 shares; 2025Q4: 14,469 shares 14,469 $1.17M 0.01% +205 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,604 shares; 2024Q4: 110,232 shares; 2025Q1: 82,368 shares; 2025Q2: 40,271 shares; 2025Q3: 26,293 shares; 2025Q4: 25,190 shares 25,190 $1.17M 0.01% -1,103 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,856 shares; 2025Q2: 10,893 shares; 2025Q3: 15,892 shares; 2025Q4: 23,269 shares 23,269 $1.17M 0.01% +7,377 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 20,098 shares; 2025Q1: 28,594 shares; 2025Q2: 35,244 shares; 2025Q3: 33,822 shares; 2025Q4: 25,467 shares 25,467 $1.17M 0.01% -8,355 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: not reported; 2024Q4: not reported; 2025Q1: 4,840 shares; 2025Q2: 7,647 shares; 2025Q3: 8,113 shares; 2025Q4: 10,316 shares 10,316 $1.17M 0.01% +2,203 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: 9,506 shares; 2024Q4: 8,929 shares; 2025Q1: 11,251 shares; 2025Q2: 14,842 shares; 2025Q3: 18,929 shares; 2025Q4: 17,348 shares 17,348 $1.17M 0.01% -1,581 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 1,313 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,822 shares; 2025Q4: 4,814 shares 4,814 $1.16M 0.01% -8 Timeline PPH 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: 24,158 shares; 2024Q4: 15,664 shares; 2025Q1: 14,015 shares; 2025Q2: 14,241 shares; 2025Q3: 12,131 shares; 2025Q4: 11,282 shares 11,282 $1.16M 0.01% -849 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,895 shares; 2025Q2: 74,525 shares; 2025Q3: 68,417 shares; 2025Q4: 60,800 shares 60,800 $1.16M 0.01% -7,617 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 6,200 shares 6,200 $1.16M 0.01% +4,080 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 8,799 shares; 2025Q1: 8,671 shares; 2025Q2: 9,205 shares; 2025Q3: 9,668 shares; 2025Q4: 10,459 shares 10,459 $1.15M 0.01% +791 Timeline FNX 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: 9,311 shares; 2024Q4: 9,091 shares; 2025Q1: 9,091 shares; 2025Q2: 8,918 shares; 2025Q3: 8,918 shares; 2025Q4: 9,084 shares 9,084 $1.14M 0.01% +166 Timeline BSV 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: 26,617 shares; 2024Q4: 23,243 shares; 2025Q1: 10,211 shares; 2025Q2: 12,805 shares; 2025Q3: 15,951 shares; 2025Q4: 14,508 shares 14,508 $1.14M 0.01% -1,443 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 6,177 shares; 2025Q1: 6,529 shares; 2025Q2: 8,830 shares; 2025Q3: 12,952 shares; 2025Q4: 20,551 shares 20,551 $1.14M 0.01% +7,599 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: 11,328 shares; 2024Q4: 12,394 shares; 2025Q1: 13,455 shares; 2025Q2: 15,327 shares; 2025Q3: 17,754 shares; 2025Q4: 21,064 shares 21,064 $1.13M 0.01% +3,310 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,203 shares; 2024Q4: 96,396 shares; 2025Q1: 104,274 shares; 2025Q2: 94,043 shares; 2025Q3: 84,960 shares; 2025Q4: 76,329 shares 76,329 $1.13M 0.01% -8,631 Timeline AVUS 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: 5,151 shares; 2024Q4: 6,741 shares; 2025Q1: 7,499 shares; 2025Q2: 9,331 shares; 2025Q3: 10,209 shares; 2025Q4: 10,096 shares 10,096 $1.13M 0.01% -113 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,716 shares; 2024Q4: 89,364 shares; 2025Q1: 49,841 shares; 2025Q2: 45,702 shares; 2025Q3: 45,643 shares; 2025Q4: 44,651 shares 44,651 $1.13M 0.01% -992 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,073 shares; 2024Q4: 21,079 shares; 2025Q1: 19,251 shares; 2025Q2: 21,744 shares; 2025Q3: 19,864 shares; 2025Q4: 16,805 shares 16,805 $1.12M 0.01% -3,059 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,713 shares; 2024Q4: 35,278 shares; 2025Q1: 46,116 shares; 2025Q2: 43,471 shares; 2025Q3: 37,090 shares; 2025Q4: 27,932 shares 27,932 $1.12M 0.01% -9,158 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,972 shares; 2024Q4: 30,912 shares; 2025Q1: 31,410 shares; 2025Q2: 29,255 shares; 2025Q3: 29,255 shares; 2025Q4: 33,810 shares 33,810 $1.12M 0.01% +4,555 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,987 shares; 2025Q3: 22,115 shares; 2025Q4: 34,636 shares 34,636 $1.11M 0.01% +12,521 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: not reported; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 7,836 shares; 2025Q3: 8,267 shares; 2025Q4: 8,469 shares 8,469 $1.11M 0.01% +202 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,200 shares; 2025Q2: 7,400 shares; 2025Q3: 9,550 shares; 2025Q4: 22,636 shares 22,636 $1.1M 0.01% +13,086 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 5,147 shares; 2025Q1: 6,410 shares; 2025Q2: 6,221 shares; 2025Q3: 6,772 shares; 2025Q4: 9,796 shares 9,796 $1.1M 0.01% +3,024 Timeline EFAX 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: 16,452 shares; 2024Q4: 15,894 shares; 2025Q1: 18,647 shares; 2025Q2: 19,230 shares; 2025Q3: 19,326 shares; 2025Q4: 21,729 shares 21,729 $1.1M 0.01% +2,403 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 9,587 shares; 2025Q1: 13,874 shares; 2025Q2: 12,824 shares; 2025Q3: 14,970 shares; 2025Q4: 17,953 shares 17,953 $1.09M 0.01% +2,983 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: 17,713 shares; 2024Q4: 17,799 shares; 2025Q1: 17,096 shares; 2025Q2: 18,058 shares; 2025Q3: 18,464 shares; 2025Q4: 19,539 shares 19,539 $1.09M 0.01% +1,075 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,333 shares; 2024Q4: not reported; 2025Q1: 10,158 shares; 2025Q2: 25,790 shares; 2025Q3: 35,317 shares; 2025Q4: 47,116 shares 47,116 $1.08M 0.01% +11,799 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,716 shares; 2024Q4: 25,144 shares; 2025Q1: 26,964 shares; 2025Q2: 23,124 shares; 2025Q3: 23,391 shares; 2025Q4: 19,418 shares 19,418 $1.08M 0.01% -3,973 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 25,953 shares; 2025Q1: 30,501 shares; 2025Q2: 34,147 shares; 2025Q3: 36,530 shares; 2025Q4: 44,746 shares 44,746 $1.08M 0.01% +8,216 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,865 shares; 2024Q4: 11,165 shares; 2025Q1: 11,215 shares; 2025Q2: 12,265 shares; 2025Q3: 12,281 shares; 2025Q4: 11,256 shares 11,256 $1.07M 0.01% -1,025 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,769 shares 42,769 $1.07M 0.01% new 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: 1,558 shares; 2024Q4: 1,545 shares; 2025Q1: 1,742 shares; 2025Q2: 1,724 shares; 2025Q3: 1,998 shares; 2025Q4: 2,077 shares 2,077 $1.06M 0.01% +79 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,306 shares; 2025Q2: 8,508 shares; 2025Q3: 9,528 shares; 2025Q4: 10,389 shares 10,389 $1.06M 0.01% +861 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,248 shares; 2025Q4: 6,248 shares 6,248 $1.05M 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,843 shares; 2024Q4: 22,046 shares; 2025Q1: 16,541 shares; 2025Q2: 18,341 shares; 2025Q3: 18,854 shares; 2025Q4: 19,441 shares 19,441 $1.05M 0.01% +587 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,205 shares; 2025Q2: 4,894 shares; 2025Q3: 13,178 shares; 2025Q4: 20,709 shares 20,709 $1.05M 0.01% +7,531 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: 2,596 shares; 2024Q4: 3,729 shares; 2025Q1: 3,799 shares; 2025Q2: 5,264 shares; 2025Q3: 5,674 shares; 2025Q4: 6,424 shares 6,424 $1.05M 0.01% +750 Timeline HYHG 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: 42,295 shares; 2024Q4: 65,126 shares; 2025Q1: 51,116 shares; 2025Q2: 47,203 shares; 2025Q3: 47,326 shares; 2025Q4: 16,255 shares 16,255 $1.05M 0.01% -31,071 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,683 shares; 2024Q4: 31,187 shares; 2025Q1: 34,783 shares; 2025Q2: 40,166 shares; 2025Q3: 42,059 shares; 2025Q4: 41,404 shares 41,404 $1.04M 0.01% -655 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 11,863 shares; 2025Q1: 11,666 shares; 2025Q2: 30,551 shares; 2025Q3: 10,292 shares; 2025Q4: 10,041 shares 10,041 $1.04M 0.01% -251 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: 42,307 shares; 2024Q4: 31,758 shares; 2025Q1: 33,211 shares; 2025Q2: 39,375 shares; 2025Q3: 22,971 shares; 2025Q4: 23,508 shares 23,508 $1.03M 0.01% +537 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: 7,475 shares; 2024Q4: 7,973 shares; 2025Q1: 7,428 shares; 2025Q2: 8,270 shares; 2025Q3: 5,300 shares; 2025Q4: 3,567 shares 3,567 $1.03M 0.01% -1,733 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 22,447 shares; 2025Q1: 31,266 shares; 2025Q2: 28,381 shares; 2025Q3: 37,166 shares; 2025Q4: 30,252 shares 30,252 $1.03M 0.01% -6,914 Timeline PDP 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: 3,487 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 3,517 shares; 2025Q3: 8,457 shares; 2025Q4: 8,845 shares 8,845 $1.03M 0.01% +388 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: not reported; 2025Q1: 8,856 shares; 2025Q2: not reported; 2025Q3: 5,502 shares; 2025Q4: 6,008 shares 6,008 $1.03M 0.01% +506 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 21,264 shares; 2025Q1: 18,664 shares; 2025Q2: 20,042 shares; 2025Q3: 17,516 shares; 2025Q4: 15,786 shares 15,786 $1.03M 0.01% -1,730 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,427 shares; 2025Q1: 6,180 shares; 2025Q2: 12,594 shares; 2025Q3: 17,951 shares; 2025Q4: 20,289 shares 20,289 $1.02M 0.01% +2,338 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 10,565 shares; 2025Q1: 10,417 shares; 2025Q2: 13,693 shares; 2025Q3: 11,450 shares; 2025Q4: 20,235 shares 20,235 $1.02M 0.01% +8,785 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: 22,044 shares; 2025Q1: 20,462 shares; 2025Q2: 21,048 shares; 2025Q3: 21,265 shares; 2025Q4: 22,382 shares 22,382 $1.02M 0.01% +1,117 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: 25,905 shares; 2025Q1: 25,686 shares; 2025Q2: 26,090 shares; 2025Q3: 25,683 shares; 2025Q4: 24,525 shares 24,525 $1.02M 0.01% -1,158 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: 23,847 shares; 2024Q4: 26,468 shares; 2025Q1: 31,873 shares; 2025Q2: 35,866 shares; 2025Q3: 40,773 shares; 2025Q4: 45,457 shares 45,457 $1.02M 0.01% +4,684 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,671 shares; 2025Q1: 17,128 shares; 2025Q2: 20,056 shares; 2025Q3: 23,613 shares; 2025Q4: 23,915 shares 23,915 $1.02M 0.01% +302 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,077 shares; 2025Q4: 28,056 shares 28,056 $1.01M 0.01% -2,021 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: 14,998 shares; 2024Q4: 15,243 shares; 2025Q1: 15,029 shares; 2025Q2: 15,070 shares; 2025Q3: 14,072 shares; 2025Q4: 21,768 shares 21,768 $1.01M 0.01% +7,696 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,744 shares; 2025Q4: 12,598 shares 12,598 $1.01M 0.01% +5,854 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 8,465 shares; 2025Q1: 8,299 shares; 2025Q2: 8,797 shares; 2025Q3: 8,470 shares; 2025Q4: 6,193 shares 6,193 $1.01M 0.01% -2,277 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,183 shares; 2025Q3: 15,193 shares; 2025Q4: 42,998 shares 42,998 $1.01M 0.01% +27,805 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,290 shares; 2025Q3: 15,418 shares; 2025Q4: 15,606 shares 15,606 $1M 0.01% +188 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: 9,131 shares; 2024Q4: 17,450 shares; 2025Q1: 19,404 shares; 2025Q2: 23,636 shares; 2025Q3: 26,601 shares; 2025Q4: 29,001 shares 29,001 $999K 0.01% +2,400 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,470 shares; 2025Q1: 10,520 shares; 2025Q2: 10,491 shares; 2025Q3: 10,494 shares; 2025Q4: 18,121 shares 18,121 $997K 0.01% +7,627 Timeline MLPA 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: 14,533 shares; 2024Q4: 14,236 shares; 2025Q1: 36,505 shares; 2025Q2: 31,996 shares; 2025Q3: 26,608 shares; 2025Q4: 20,451 shares 20,451 $990K 0.01% -6,157 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: 3,022 shares; 2024Q4: 3,299 shares; 2025Q1: 3,666 shares; 2025Q2: 4,940 shares; 2025Q3: 4,681 shares; 2025Q4: 3,586 shares 3,586 $987K 0.01% -1,095 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,737 shares; 2025Q1: 2,152 shares; 2025Q2: 2,237 shares; 2025Q3: 2,560 shares; 2025Q4: 2,170 shares 2,170 $984K 0.01% -390 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,168 shares 26,168 $981K 0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 5,160 shares; 2025Q1: 4,302 shares; 2025Q2: 5,060 shares; 2025Q3: 5,840 shares; 2025Q4: 4,720 shares 4,720 $981K 0.01% -1,120 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,460 shares; 2024Q4: 16,725 shares; 2025Q1: 13,889 shares; 2025Q2: 13,674 shares; 2025Q3: 54,560 shares; 2025Q4: 55,942 shares 55,942 $971K 0.01% +1,382 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,818 shares; 2024Q4: 34,831 shares; 2025Q1: 39,068 shares; 2025Q2: 44,336 shares; 2025Q3: 46,505 shares; 2025Q4: 45,720 shares 45,720 $966K 0.01% -785 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,904 shares; 2025Q1: 9,369 shares; 2025Q2: 11,893 shares; 2025Q3: 13,353 shares; 2025Q4: 15,116 shares 15,116 $965K 0.01% +1,763 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,919 shares; 2024Q4: 23,158 shares; 2025Q1: 22,468 shares; 2025Q2: 24,431 shares; 2025Q3: 27,906 shares; 2025Q4: 18,969 shares 18,969 $963K 0.01% -8,937 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,173 shares; 2025Q2: 15,210 shares; 2025Q3: 8,755 shares; 2025Q4: 13,347 shares 13,347 $962K 0.01% +4,592 Timeline DLS 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: 41,294 shares; 2024Q4: 11,793 shares; 2025Q1: 11,997 shares; 2025Q2: 12,260 shares; 2025Q3: 12,033 shares; 2025Q4: 11,825 shares 11,825 $958K 0.01% -208 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,035 shares; 2025Q3: 27,015 shares; 2025Q4: 27,701 shares 27,701 $955K 0.01% +686 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 11,443 shares; 2025Q1: 13,120 shares; 2025Q2: 17,544 shares; 2025Q3: 18,685 shares; 2025Q4: 19,278 shares 19,278 $949K 0.01% +593 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 6,503 shares; 2025Q1: 6,282 shares; 2025Q2: 6,361 shares; 2025Q3: 6,152 shares; 2025Q4: 5,930 shares 5,930 $944K 0.01% -222 Timeline ULST 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: 12,197 shares; 2024Q4: 13,683 shares; 2025Q1: 18,540 shares; 2025Q2: 22,685 shares; 2025Q3: 24,635 shares; 2025Q4: 23,227 shares 23,227 $941K 0.01% -1,408 Timeline ENOR 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: 43,600 shares; 2024Q4: 44,005 shares; 2025Q1: 42,005 shares; 2025Q2: 30,705 shares; 2025Q3: 30,705 shares; 2025Q4: 32,605 shares 32,605 $938K 0.01% +1,900 Timeline ESGV 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: 7,462 shares; 2024Q4: 5,602 shares; 2025Q1: 4,235 shares; 2025Q2: 5,519 shares; 2025Q3: 5,409 shares; 2025Q4: 7,749 shares 7,749 $937K 0.01% +2,340 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: 10,374 shares; 2024Q4: 9,767 shares; 2025Q1: 10,385 shares; 2025Q2: 11,370 shares; 2025Q3: 12,324 shares; 2025Q4: 13,494 shares 13,494 $936K 0.01% +1,170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,772 shares; 2025Q3: 5,128 shares; 2025Q4: 5,183 shares 5,183 $935K 0.01% +55 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: not reported; 2024Q4: 10,189 shares; 2025Q1: 11,989 shares; 2025Q2: 14,539 shares; 2025Q3: 18,224 shares; 2025Q4: 35,880 shares 35,880 $933K 0.01% +17,656 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,447 shares; 2025Q4: 14,543 shares 14,543 $932K 0.01% +2,096 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,753 shares; 2025Q2: 8,575 shares; 2025Q3: 17,203 shares; 2025Q4: 28,402 shares 28,402 $930K 0.01% +11,199 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 889 shares; 2025Q1: 925 shares; 2025Q2: 881 shares; 2025Q3: 842 shares; 2025Q4: 1,205 shares 1,205 $930K 0.01% +363 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,149 shares; 2025Q3: 6,689 shares; 2025Q4: 6,817 shares 6,817 $930K 0.01% +128 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,268 shares; 2024Q4: 33,259 shares; 2025Q1: 35,241 shares; 2025Q2: 33,453 shares; 2025Q3: 37,192 shares; 2025Q4: 45,850 shares 45,850 $928K 0.01% +8,658 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,081 shares; 2024Q4: 56,799 shares; 2025Q1: 100,465 shares; 2025Q2: 24,019 shares; 2025Q3: 20,697 shares; 2025Q4: 22,377 shares 22,377 $926K 0.01% +1,680 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 7,908 shares; 2025Q1: 11,104 shares; 2025Q2: 19,973 shares; 2025Q3: 21,700 shares; 2025Q4: 23,918 shares 23,918 $920K 0.01% +2,218 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,116 shares; 2025Q1: 11,080 shares; 2025Q2: 10,351 shares; 2025Q3: 12,112 shares; 2025Q4: 11,496 shares 11,496 $918K 0.01% -616 Timeline HYGH 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: 35,946 shares; 2024Q4: 5,349 shares; 2025Q1: 9,110 shares; 2025Q2: 8,060 shares; 2025Q3: 9,953 shares; 2025Q4: 10,644 shares 10,644 $918K 0.01% +691 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,226 shares; 2024Q4: 26,624 shares; 2025Q1: 26,726 shares; 2025Q2: 26,837 shares; 2025Q3: 29,336 shares; 2025Q4: 54,065 shares 54,065 $915K 0.01% +24,729 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,983 shares; 2024Q4: 13,341 shares; 2025Q1: 12,651 shares; 2025Q2: 13,223 shares; 2025Q3: 13,338 shares; 2025Q4: 13,178 shares 13,178 $913K 0.01% -160 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,066 shares; 2024Q4: 48,962 shares; 2025Q1: 47,312 shares; 2025Q2: 67,068 shares; 2025Q3: 69,495 shares; 2025Q4: 69,908 shares 69,908 $911K 0.01% +413 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 7,467 shares; 2025Q1: 7,803 shares; 2025Q2: 7,957 shares; 2025Q3: 7,867 shares; 2025Q4: 7,572 shares 7,572 $910K 0.01% -295 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,782 shares; 2024Q4: 104,800 shares; 2025Q1: 130,812 shares; 2025Q2: 131,207 shares; 2025Q3: 113,202 shares; 2025Q4: 52,429 shares 52,429 $908K 0.01% -60,773 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,010 shares; 2025Q1: 13,548 shares; 2025Q2: 31,019 shares; 2025Q3: 35,648 shares; 2025Q4: 40,725 shares 40,725 $902K 0.01% +5,077 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,256 shares; 2025Q3: 13,923 shares; 2025Q4: 16,712 shares 16,712 $900K 0.01% +2,789 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: 5,153 shares; 2024Q4: 6,459 shares; 2025Q1: 6,387 shares; 2025Q2: 6,881 shares; 2025Q3: 8,606 shares; 2025Q4: 8,518 shares 8,518 $898K 0.01% -88 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,199 shares; 2024Q4: 20,323 shares; 2025Q1: 16,329 shares; 2025Q2: 13,990 shares; 2025Q3: 14,246 shares; 2025Q4: 12,946 shares 12,946 $898K 0.01% -1,300 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 4,022 shares 4,022 $894K 0.01% +2,229 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,869 shares; 2025Q1: 2,323 shares; 2025Q2: 3,236 shares; 2025Q3: 3,759 shares; 2025Q4: 3,423 shares 3,423 $886K 0.01% -336 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,771 shares; 2025Q4: 17,254 shares 17,254 $885K 0.01% +12,483 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,087 shares; 2025Q1: 1,164 shares; 2025Q2: 2,376 shares; 2025Q3: 2,322 shares; 2025Q4: 2,272 shares 2,272 $884K 0.01% -50 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: 4,027 shares; 2024Q4: 4,738 shares; 2025Q1: 4,993 shares; 2025Q2: 9,301 shares; 2025Q3: 7,723 shares; 2025Q4: 7,006 shares 7,006 $882K 0.01% -717 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: 12,631 shares; 2024Q4: 11,898 shares; 2025Q1: 7,904 shares; 2025Q2: 7,894 shares; 2025Q3: 7,875 shares; 2025Q4: 6,300 shares 6,300 $878K 0.01% -1,575 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,534 shares; 2025Q3: 6,938 shares; 2025Q4: 6,481 shares 6,481 $876K 0.01% -457 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,103 shares; 2025Q1: 2,782 shares; 2025Q2: 2,685 shares; 2025Q3: 2,752 shares; 2025Q4: 3,524 shares 3,524 $868K 0.01% +772 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 28,586 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,266 shares; 2025Q4: 31,570 shares 31,570 $863K 0.01% +21,304 Timeline ONEO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,369 shares; 2025Q3: 6,424 shares; 2025Q4: 6,666 shares 6,666 $863K 0.01% +242 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,349 shares; 2024Q4: 14,546 shares; 2025Q1: 14,645 shares; 2025Q2: 13,402 shares; 2025Q3: 13,941 shares; 2025Q4: 17,194 shares 17,194 $855K 0.01% +3,253 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,128 shares; 2025Q3: 4,085 shares; 2025Q4: 10,173 shares 10,173 $852K 0.01% +6,088 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 9,538 shares; 2025Q1: 10,476 shares; 2025Q2: 9,840 shares; 2025Q3: 8,974 shares; 2025Q4: 9,151 shares 9,151 $846K 0.01% +177 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 4,049 shares; 2025Q1: not reported; 2025Q2: 1,626 shares; 2025Q3: 10,809 shares; 2025Q4: 11,121 shares 11,121 $846K 0.01% +312 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: 17,197 shares; 2024Q4: 17,219 shares; 2025Q1: 18,634 shares; 2025Q2: 18,635 shares; 2025Q3: 18,626 shares; 2025Q4: 18,661 shares 18,661 $845K 0.01% +35 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,103 shares 10,103 $844K 0.01% new Timeline TAN 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: 37,380 shares; 2024Q4: 15,180 shares; 2025Q1: 13,783 shares; 2025Q2: 14,876 shares; 2025Q3: 14,684 shares; 2025Q4: 17,122 shares 17,122 $841K 0.01% +2,438 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,159 shares; 2025Q1: 3,467 shares; 2025Q2: 4,935 shares; 2025Q3: 4,911 shares; 2025Q4: 5,066 shares 5,066 $840K 0.01% +155 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 29,697 shares; 2025Q1: 30,175 shares; 2025Q2: 34,280 shares; 2025Q3: 35,652 shares; 2025Q4: 36,275 shares 36,275 $840K 0.01% +623 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: 15,524 shares; 2024Q4: 15,166 shares; 2025Q1: 15,021 shares; 2025Q2: 15,858 shares; 2025Q3: 15,302 shares; 2025Q4: 14,383 shares 14,383 $840K 0.01% -919 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,630 shares; 2025Q1: 16,208 shares; 2025Q2: 15,216 shares; 2025Q3: 14,528 shares; 2025Q4: 15,617 shares 15,617 $836K 0.01% +1,089 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: 1,389 shares; 2024Q4: 1,211 shares; 2025Q1: 1,035 shares; 2025Q2: 1,159 shares; 2025Q3: 2,162 shares; 2025Q4: 2,824 shares 2,824 $829K 0.01% +662 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: 7,295 shares; 2024Q4: 6,646 shares; 2025Q1: 6,600 shares; 2025Q2: 7,272 shares; 2025Q3: 8,086 shares; 2025Q4: 11,267 shares 11,267 $828K 0.01% +3,181 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: 3,160 shares; 2024Q4: 3,201 shares; 2025Q1: 3,014 shares; 2025Q2: 3,729 shares; 2025Q3: 3,759 shares; 2025Q4: 3,813 shares 3,813 $828K 0.01% +54 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,264 shares; 2024Q4: 5,554 shares; 2025Q1: 4,403 shares; 2025Q2: 7,051 shares; 2025Q3: 6,482 shares; 2025Q4: 7,701 shares 7,701 $822K 0.01% +1,219 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,457 shares 95,457 $820K 0.01% new Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,617 shares; 2025Q4: 47,748 shares 47,748 $819K 0.01% +7,131 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 7,372 shares; 2025Q1: 10,090 shares; 2025Q2: 13,969 shares; 2025Q3: 14,559 shares; 2025Q4: 19,556 shares 19,556 $819K 0.01% +4,997 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,041 shares; 2025Q4: 16,068 shares 16,068 $816K 0.01% +1,027 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 2,332 shares; 2025Q3: 2,412 shares; 2025Q4: 2,398 shares 2,398 $816K 0.01% -14 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,268 shares; 2024Q4: 20,156 shares; 2025Q1: 16,851 shares; 2025Q2: 17,042 shares; 2025Q3: 16,407 shares; 2025Q4: 17,435 shares 17,435 $814K 0.01% +1,028 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,234 shares; 2025Q3: 21,882 shares; 2025Q4: 19,947 shares 19,947 $805K 0.01% -1,935 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,544 shares 31,544 $802K 0.01% new Timeline LEGR 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: 15,950 shares; 2024Q4: 15,400 shares; 2025Q1: 15,276 shares; 2025Q2: 15,278 shares; 2025Q3: 13,678 shares; 2025Q4: 13,478 shares 13,478 $802K 0.01% -200 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,757 shares 15,757 $798K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,805 shares; 2025Q1: 5,684 shares; 2025Q2: 7,560 shares; 2025Q3: 8,395 shares; 2025Q4: 4,694 shares 4,694 $795K 0.01% -3,701 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,412 shares; 2025Q4: 27,359 shares 27,359 $789K 0.01% +19,947 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares; 2025Q4: 9,929 shares 9,929 $789K 0.01% +3,750 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,932 shares; 2024Q4: 19,367 shares; 2025Q1: 18,882 shares; 2025Q2: 15,669 shares; 2025Q3: 16,565 shares; 2025Q4: 19,639 shares 19,639 $788K 0.01% +3,074 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,419 shares; 2025Q1: 1,397 shares; 2025Q2: 1,366 shares; 2025Q3: 1,439 shares; 2025Q4: 1,411 shares 1,411 $780K 0.01% -28 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,780 shares; 2024Q4: 25,622 shares; 2025Q1: 25,609 shares; 2025Q2: 38,048 shares; 2025Q3: 30,150 shares; 2025Q4: 29,650 shares 29,650 $779K 0.01% -500 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: 77,684 shares; 2024Q4: 65,079 shares; 2025Q1: 61,113 shares; 2025Q2: 59,948 shares; 2025Q3: 44,026 shares; 2025Q4: 34,376 shares 34,376 $777K 0.01% -9,650 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 537 shares; 2025Q2: 685 shares; 2025Q3: 901 shares; 2025Q4: 854 shares 854 $774K 0.01% -47 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,215 shares; 2024Q4: 122,133 shares; 2025Q1: 42,977 shares; 2025Q2: 41,481 shares; 2025Q3: 40,157 shares; 2025Q4: 39,919 shares 39,919 $774K 0.01% -238 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 7,095 shares; 2025Q1: 6,029 shares; 2025Q2: 6,058 shares; 2025Q3: 6,040 shares; 2025Q4: 7,457 shares 7,457 $773K 0.01% +1,417 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 2,131 shares; 2025Q1: 2,168 shares; 2025Q2: 1,745 shares; 2025Q3: 1,679 shares; 2025Q4: 1,958 shares 1,958 $771K 0.01% +279 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,928 shares; 2025Q1: 10,093 shares; 2025Q2: 14,342 shares; 2025Q3: 15,837 shares; 2025Q4: 15,229 shares 15,229 $770K 0.01% -608 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: 4,084 shares; 2024Q4: 6,706 shares; 2025Q1: 7,155 shares; 2025Q2: 7,260 shares; 2025Q3: 8,450 shares; 2025Q4: 10,945 shares 10,945 $767K 0.01% +2,495 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: 30,391 shares; 2024Q4: 29,612 shares; 2025Q1: 29,645 shares; 2025Q2: 27,644 shares; 2025Q3: 26,076 shares; 2025Q4: 20,858 shares 20,858 $764K 0.01% -5,218 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,941 shares; 2025Q1: 6,887 shares; 2025Q2: 6,904 shares; 2025Q3: 6,973 shares; 2025Q4: 7,364 shares 7,364 $761K 0.01% +391 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,481 shares; 2025Q4: 21,153 shares 21,153 $757K 0.01% +13,672 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,148 shares; 2024Q4: 20,277 shares; 2025Q1: 32,794 shares; 2025Q2: 62,763 shares; 2025Q3: 66,611 shares; 2025Q4: 70,361 shares 70,361 $754K 0.01% +3,750 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 6,458 shares; 2025Q1: 5,694 shares; 2025Q2: 5,701 shares; 2025Q3: 5,907 shares; 2025Q4: 5,903 shares 5,903 $754K 0.01% -4 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,553 shares; 2025Q4: 13,067 shares 13,067 $753K 0.01% -486 Timeline EIDO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 34,382 shares; 2025Q1: 37,810 shares; 2025Q2: 39,267 shares; 2025Q3: 40,067 shares; 2025Q4: 40,242 shares 40,242 $753K 0.01% +175 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,056 shares; 2025Q1: 8,191 shares; 2025Q2: 4,830 shares; 2025Q3: 6,289 shares; 2025Q4: 6,230 shares 6,230 $753K 0.01% -59 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,238 shares; 2025Q3: 6,508 shares; 2025Q4: 9,556 shares 9,556 $752K 0.01% +3,048 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,532 shares; 2025Q1: 1,543 shares; 2025Q2: 1,555 shares; 2025Q3: 1,560 shares; 2025Q4: 1,688 shares 1,688 $751K 0.01% +128 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,975 shares; 2025Q4: 9,235 shares 9,235 $748K 0.01% +260 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,805 shares 28,805 $747K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,322 shares 1,322 $743K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,953 shares; 2025Q3: 9,209 shares; 2025Q4: 16,544 shares 16,544 $742K 0.01% +7,335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,613 shares 10,613 $738K 0.01% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,894 shares; 2025Q4: 35,002 shares 35,002 $731K <0.01% +21,108 Timeline FEX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: 6,153 shares 6,153 $730K <0.01% +3,165 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,472 shares; 2025Q1: 5,556 shares; 2025Q2: 6,122 shares; 2025Q3: 6,054 shares; 2025Q4: 4,157 shares 4,157 $730K <0.01% -1,897 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,571 shares 48,571 $729K <0.01% new Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,568 shares; 2025Q3: 30,835 shares; 2025Q4: 30,609 shares 30,609 $724K <0.01% -226 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,218 shares; 2025Q4: 1,180 shares 1,180 $722K <0.01% -38 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,963 shares; 2025Q1: 3,477 shares; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 3,884 shares 3,884 $722K <0.01% -172 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,186 shares; 2025Q3: 29,022 shares; 2025Q4: 29,576 shares 29,576 $721K <0.01% +554 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,591 shares; 2025Q1: 1,730 shares; 2025Q2: 1,697 shares; 2025Q3: 2,195 shares; 2025Q4: 2,777 shares 2,777 $721K <0.01% +582 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,616 shares; 2025Q1: 3,549 shares; 2025Q2: 3,740 shares; 2025Q3: 3,915 shares; 2025Q4: 4,107 shares 4,107 $720K <0.01% +192 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 7,991 shares; 2025Q1: 8,026 shares; 2025Q2: 8,138 shares; 2025Q3: 8,236 shares; 2025Q4: 8,144 shares 8,144 $718K <0.01% -92 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,227 shares; 2025Q1: 13,287 shares; 2025Q2: 10,797 shares; 2025Q3: 10,933 shares; 2025Q4: 30,354 shares 30,354 $718K <0.01% +19,421 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,373 shares; 2024Q4: 57,648 shares; 2025Q1: 52,959 shares; 2025Q2: 29,820 shares; 2025Q3: 19,453 shares; 2025Q4: 18,894 shares 18,894 $717K <0.01% -559 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,017 shares; 2024Q4: 13,258 shares; 2025Q1: 13,124 shares; 2025Q2: 18,193 shares; 2025Q3: 18,348 shares; 2025Q4: 20,634 shares 20,634 $717K <0.01% +2,286 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 16,207 shares; 2025Q1: 12,654 shares; 2025Q2: 12,104 shares; 2025Q3: 12,137 shares; 2025Q4: 13,034 shares 13,034 $715K <0.01% +897 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: 11,286 shares; 2024Q4: 12,335 shares; 2025Q1: 11,998 shares; 2025Q2: 11,510 shares; 2025Q3: 48,031 shares; 2025Q4: 18,581 shares 18,581 $713K <0.01% -29,450 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 5,401 shares; 2025Q1: 6,129 shares; 2025Q2: 5,938 shares; 2025Q3: 4,886 shares; 2025Q4: 5,662 shares 5,662 $713K <0.01% +776 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 590 shares; 2025Q4: 1,337 shares 1,337 $712K <0.01% +747 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,496 shares; 2025Q3: 13,778 shares; 2025Q4: 13,797 shares 13,797 $712K <0.01% +19 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,497 shares; 2025Q1: 36,197 shares; 2025Q2: 35,697 shares; 2025Q3: 31,797 shares; 2025Q4: 31,347 shares 31,347 $711K <0.01% -450 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,294 shares; 2024Q4: 75,602 shares; 2025Q1: 31,781 shares; 2025Q2: 30,316 shares; 2025Q3: 36,221 shares; 2025Q4: 43,136 shares 43,136 $709K <0.01% +6,915 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,682 shares; 2025Q3: 9,702 shares; 2025Q4: 12,010 shares 12,010 $708K <0.01% +2,308 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,617 shares; 2025Q1: 4,242 shares; 2025Q2: 4,985 shares; 2025Q3: 4,988 shares; 2025Q4: 7,084 shares 7,084 $705K <0.01% +2,096 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 748 shares; 2025Q1: 778 shares; 2025Q2: 759 shares; 2025Q3: 745 shares; 2025Q4: 698 shares 698 $704K <0.01% -47 Timeline SMOT 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: 30,590 shares; 2024Q4: 30,323 shares; 2025Q1: 26,941 shares; 2025Q2: 21,962 shares; 2025Q3: 21,269 shares; 2025Q4: 19,366 shares 19,366 $701K <0.01% -1,903 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,768 shares; 2024Q4: 17,845 shares; 2025Q1: 18,414 shares; 2025Q2: 18,709 shares; 2025Q3: 18,718 shares; 2025Q4: 16,058 shares 16,058 $700K <0.01% -2,660 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,058 shares; 2025Q1: 5,771 shares; 2025Q2: 7,080 shares; 2025Q3: 7,237 shares; 2025Q4: 7,185 shares 7,185 $698K <0.01% -52 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,968 shares; 2024Q4: 17,782 shares; 2025Q1: 15,967 shares; 2025Q2: 15,629 shares; 2025Q3: 16,905 shares; 2025Q4: 12,738 shares 12,738 $696K <0.01% -4,167 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,595 shares; 2025Q1: 1,480 shares; 2025Q2: 1,424 shares; 2025Q3: 1,484 shares; 2025Q4: 1,150 shares 1,150 $696K <0.01% -334 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,261 shares; 2025Q4: 9,411 shares 9,411 $696K <0.01% +6,150 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,076 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $695K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,659 shares; 2025Q4: 7,722 shares 7,722 $694K <0.01% +63 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 6,973 shares; 2025Q1: 7,397 shares; 2025Q2: 8,279 shares; 2025Q3: 8,267 shares; 2025Q4: 7,552 shares 7,552 $694K <0.01% -715 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: 1,395 shares; 2024Q4: 1,149 shares; 2025Q1: 1,810 shares; 2025Q2: 1,778 shares; 2025Q3: 2,332 shares; 2025Q4: 2,748 shares 2,748 $690K <0.01% +416 Timeline