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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,636 shares 46,636 $2.51M 0.03% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,042 shares; 2025Q1: 19,527 shares; 2025Q2: 46,989 shares; 2025Q3: 47,702 shares; 2025Q4: 79,694 shares 79,694 $2.51M 0.03% +31,992 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: restricted; 2024Q4: 2,604 shares; 2025Q1: 3,653 shares; 2025Q2: 3,486 shares; 2025Q3: 6,107 shares; 2025Q4: 8,633 shares 8,633 $2.5M 0.03% +2,526 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: restricted; 2024Q4: 6,998 shares; 2025Q1: 19,164 shares; 2025Q2: 20,812 shares; 2025Q3: 22,082 shares; 2025Q4: 33,901 shares 33,901 $2.49M 0.03% +11,819 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,954 shares; 2025Q1: 15,654 shares; 2025Q2: 25,038 shares; 2025Q3: 61,466 shares; 2025Q4: 65,964 shares 65,964 $2.49M 0.03% +4,498 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,432 shares; 2025Q1: 3,594 shares; 2025Q2: 8,455 shares; 2025Q3: 8,524 shares; 2025Q4: 8,649 shares 8,649 $2.49M 0.03% +125 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,990 shares; 2025Q1: 29,088 shares; 2025Q2: 48,305 shares; 2025Q3: 51,752 shares; 2025Q4: 51,805 shares 51,805 $2.48M 0.03% +53 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: restricted; 2024Q4: 4,490 shares; 2025Q1: 8,176 shares; 2025Q2: 6,176 shares; 2025Q3: 107,531 shares; 2025Q4: 105,523 shares 105,523 $2.47M 0.03% -2,008 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,588 shares; 2025Q1: 1,780 shares; 2025Q2: 1,750 shares; 2025Q3: 2,199 shares; 2025Q4: 4,836 shares 4,836 $2.47M 0.03% +2,637 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 32,782 shares; 2025Q2: 32,132 shares; 2025Q3: 32,444 shares; 2025Q4: 32,283 shares 32,283 $2.47M 0.03% -161 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,196 shares; 2025Q1: 65,433 shares; 2025Q2: 64,968 shares; 2025Q3: 62,917 shares; 2025Q4: 64,064 shares 64,064 $2.46M 0.03% +1,147 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 340 shares; 2025Q1: 297 shares; 2025Q2: 398 shares; 2025Q3: 1,083 shares; 2025Q4: 10,820 shares 10,820 $2.44M 0.03% +9,737 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: restricted; 2024Q4: 9,135 shares; 2025Q1: 11,486 shares; 2025Q2: 25,202 shares; 2025Q3: 20,219 shares; 2025Q4: 22,100 shares 22,100 $2.44M 0.03% +1,881 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 3,981 shares; 2025Q2: 3,237 shares; 2025Q3: 5,789 shares; 2025Q4: 7,779 shares 7,779 $2.43M 0.03% +1,990 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,267 shares; 2025Q1: 8,785 shares; 2025Q2: 8,909 shares; 2025Q3: 7,779 shares; 2025Q4: 58,909 shares 58,909 $2.43M 0.03% +51,130 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 18,047 shares; 2025Q4: 19,169 shares 19,169 $2.43M 0.03% +1,122 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 68,303 shares; 2025Q2: 64,859 shares; 2025Q3: 60,152 shares; 2025Q4: 60,853 shares 60,853 $2.42M 0.03% +701 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: restricted; 2024Q4: 11,197 shares; 2025Q1: 15,330 shares; 2025Q2: 24,696 shares; 2025Q3: 26,878 shares; 2025Q4: 30,639 shares 30,639 $2.42M 0.03% +3,761 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,519 shares; 2025Q1: 7,675 shares; 2025Q2: 1,243 shares; 2025Q3: 1,121 shares; 2025Q4: 28,694 shares 28,694 $2.42M 0.03% +27,573 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: restricted; 2024Q4: 19,662 shares; 2025Q1: 16,268 shares; 2025Q2: 20,739 shares; 2025Q3: 31,182 shares; 2025Q4: 47,769 shares 47,769 $2.42M 0.03% +16,587 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,831 shares; 2025Q1: 68,280 shares; 2025Q2: 68,710 shares; 2025Q3: 62,975 shares; 2025Q4: 61,624 shares 61,624 $2.41M 0.03% -1,351 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,510 shares; 2025Q1: 85,041 shares; 2025Q2: 85,928 shares; 2025Q3: 34,666 shares; 2025Q4: 34,454 shares 34,454 $2.39M 0.03% -212 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,998 shares; 2025Q1: 35,337 shares; 2025Q2: 40,754 shares; 2025Q3: 58,888 shares; 2025Q4: 72,266 shares 72,266 $2.39M 0.03% +13,378 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: restricted; 2024Q4: 17,004 shares; 2025Q1: 18,261 shares; 2025Q2: 16,539 shares; 2025Q3: 20,321 shares; 2025Q4: 30,047 shares 30,047 $2.39M 0.03% +9,726 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,339 shares; 2025Q1: 21,986 shares; 2025Q2: 23,593 shares; 2025Q3: 38,150 shares; 2025Q4: 49,765 shares 49,765 $2.38M 0.03% +11,615 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: restricted; 2024Q4: 2,034 shares; 2025Q1: 2,391 shares; 2025Q2: 2,746 shares; 2025Q3: 3,989 shares; 2025Q4: 4,086 shares 4,086 $2.37M 0.03% +97 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,766 shares; 2025Q4: 116,998 shares 116,998 $2.37M 0.03% +37,232 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 4,618 shares; 2025Q2: 4,070 shares; 2025Q3: 38,477 shares; 2025Q4: 36,554 shares 36,554 $2.35M 0.03% -1,923 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: restricted; 2024Q4: 41,242 shares; 2025Q1: 40,963 shares; 2025Q2: 37,267 shares; 2025Q3: 53,049 shares; 2025Q4: 56,357 shares 56,357 $2.34M 0.03% +3,308 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,376 shares; 2025Q2: 3,058 shares; 2025Q3: 3,301 shares; 2025Q4: 10,470 shares 10,470 $2.34M 0.03% +7,169 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,183 shares; 2025Q1: 1,137 shares; 2025Q2: 1,252 shares; 2025Q3: 1,907 shares; 2025Q4: 7,838 shares 7,838 $2.32M 0.02% +5,931 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: restricted; 2024Q4: 16,020 shares; 2025Q1: 14,850 shares; 2025Q2: 48,598 shares; 2025Q3: 49,098 shares; 2025Q4: 47,923 shares 47,923 $2.32M 0.02% -1,175 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,797 shares; 2025Q1: 16,278 shares; 2025Q2: 15,372 shares; 2025Q3: 17,793 shares; 2025Q4: 29,207 shares 29,207 $2.32M 0.02% +11,414 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: restricted; 2024Q4: 3,295 shares; 2025Q1: 4,698 shares; 2025Q2: 8,691 shares; 2025Q3: 10,168 shares; 2025Q4: 14,120 shares 14,120 $2.3M 0.02% +3,952 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 48,415 shares; 2025Q4: 64,867 shares 64,867 $2.29M 0.02% +16,452 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: restricted; 2024Q4: 3,228 shares; 2025Q1: 3,286 shares; 2025Q2: 4,679 shares; 2025Q3: 5,185 shares; 2025Q4: 5,137 shares 5,137 $2.29M 0.02% -48 Timeline CARZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,230 shares 29,230 $2.28M 0.02% new 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: restricted; 2024Q4: 37,083 shares; 2025Q1: 45,507 shares; 2025Q2: 76,601 shares; 2025Q3: 80,938 shares; 2025Q4: 136,978 shares 136,978 $2.26M 0.02% +56,040 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 24,497 shares; 2025Q4: 36,805 shares 36,805 $2.26M 0.02% +12,308 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,098 shares; 2025Q1: 8,094 shares; 2025Q2: 9,353 shares; 2025Q3: 22,175 shares; 2025Q4: 24,279 shares 24,279 $2.25M 0.02% +2,104 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,492 shares; 2025Q1: 5,698 shares; 2025Q2: 5,229 shares; 2025Q3: 8,742 shares; 2025Q4: 12,357 shares 12,357 $2.24M 0.02% +3,615 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,566 shares; 2025Q1: 31,431 shares; 2025Q2: 35,711 shares; 2025Q3: 42,394 shares; 2025Q4: 52,137 shares 52,137 $2.24M 0.02% +9,743 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 3,879 shares; 2025Q2: 3,224 shares; 2025Q3: 5,444 shares; 2025Q4: 7,359 shares 7,359 $2.22M 0.02% +1,915 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 637 shares; 2025Q1: 2,077 shares; 2025Q2: 3,117 shares; 2025Q3: 3,465 shares; 2025Q4: 3,283 shares 3,283 $2.22M 0.02% -182 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: restricted; 2024Q4: 18,788 shares; 2025Q1: 20,288 shares; 2025Q2: 23,922 shares; 2025Q3: 30,352 shares; 2025Q4: 36,930 shares 36,930 $2.22M 0.02% +6,578 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,077 shares; 2025Q1: 39,155 shares; 2025Q2: 35,090 shares; 2025Q3: 35,695 shares; 2025Q4: 35,722 shares 35,722 $2.22M 0.02% +27 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: restricted; 2024Q4: not reported; 2025Q1: 12,840 shares; 2025Q2: 12,988 shares; 2025Q3: 12,988 shares; 2025Q4: 13,136 shares 13,136 $2.21M 0.02% +148 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,899 shares; 2025Q1: 6,067 shares; 2025Q2: 8,382 shares; 2025Q3: 11,436 shares; 2025Q4: 30,789 shares 30,789 $2.2M 0.02% +19,353 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 32,739 shares; 2025Q4: 41,426 shares 41,426 $2.19M 0.02% +8,687 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: 859 shares; 2025Q2: 1,345 shares; 2025Q3: 2,574 shares; 2025Q4: 2,702 shares 2,702 $2.19M 0.02% +128 Timeline LJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,867 shares; 2025Q4: 91,064 shares 91,064 $2.18M 0.02% +20,197 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,763 shares; 2025Q1: 6,159 shares; 2025Q2: 4,994 shares; 2025Q3: 12,078 shares; 2025Q4: 15,372 shares 15,372 $2.17M 0.02% +3,294 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,435 shares; 2025Q1: 1,777 shares; 2025Q2: 2,137 shares; 2025Q3: 3,307 shares; 2025Q4: 3,593 shares 3,593 $2.17M 0.02% +286 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 15,862 shares; 2025Q2: 14,947 shares; 2025Q3: 15,002 shares; 2025Q4: 15,090 shares 15,090 $2.14M 0.02% +88 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,072 shares; 2025Q1: 369,966 shares; 2025Q2: 481,277 shares; 2025Q3: 92,578 shares; 2025Q4: 65,977 shares 65,977 $2.14M 0.02% -26,601 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,466 shares; 2025Q4: 48,466 shares 48,466 $2.14M 0.02% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,154 shares; 2025Q1: 23,678 shares; 2025Q2: 23,502 shares; 2025Q3: 26,950 shares; 2025Q4: 31,336 shares 31,336 $2.12M 0.02% +4,386 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,330 shares; 2025Q1: 7,031 shares; 2025Q2: 7,927 shares; 2025Q3: 8,690 shares; 2025Q4: 11,249 shares 11,249 $2.12M 0.02% +2,559 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 679 shares; 2025Q2: 2,498 shares; 2025Q3: 4,888 shares; 2025Q4: 7,155 shares 7,155 $2.12M 0.02% +2,267 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,175 shares; 2025Q2: 4,512 shares; 2025Q3: 2,679 shares; 2025Q4: 6,242 shares 6,242 $2.11M 0.02% +3,563 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 5,769 shares; 2025Q2: 11,803 shares; 2025Q3: 19,516 shares; 2025Q4: 25,156 shares 25,156 $2.1M 0.02% +5,640 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,454 shares; 2025Q3: 44,346 shares; 2025Q4: 37,788 shares 37,788 $2.1M 0.02% -6,558 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,529 shares; 2025Q1: 59,031 shares; 2025Q2: 34,945 shares; 2025Q3: 36,891 shares; 2025Q4: 42,251 shares 42,251 $2.09M 0.02% +5,360 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: restricted; 2024Q4: 5,377 shares; 2025Q1: 6,083 shares; 2025Q2: 7,303 shares; 2025Q3: 10,228 shares; 2025Q4: 22,666 shares 22,666 $2.08M 0.02% +12,438 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 5,300 shares; 2025Q2: 11,937 shares; 2025Q3: 10,343 shares; 2025Q4: 11,195 shares 11,195 $2.08M 0.02% +852 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 976 shares; 2025Q1: 9,763 shares; 2025Q2: 5,259 shares; 2025Q3: 4,334 shares; 2025Q4: 4,652 shares 4,652 $2.07M 0.02% +318 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 5,471 shares; 2025Q2: 6,771 shares; 2025Q3: 9,724 shares; 2025Q4: 22,269 shares 22,269 $2.06M 0.02% +12,545 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: restricted; 2024Q4: 2,258 shares; 2025Q1: 3,233 shares; 2025Q2: 6,339 shares; 2025Q3: 7,365 shares; 2025Q4: 11,700 shares 11,700 $2.05M 0.02% +4,335 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,739 shares; 2025Q1: 6,215 shares; 2025Q2: 5,711 shares; 2025Q3: 17,197 shares; 2025Q4: 42,295 shares 42,295 $2.05M 0.02% +25,098 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,158 shares; 2025Q3: 4,667 shares; 2025Q4: 69,144 shares 69,144 $2.04M 0.02% +64,477 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,722 shares; 2025Q1: 14,029 shares; 2025Q2: 15,083 shares; 2025Q3: 28,104 shares; 2025Q4: 40,285 shares 40,285 $2.03M 0.02% +12,181 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,813 shares; 2025Q1: 3,505 shares; 2025Q2: 4,646 shares; 2025Q3: 5,091 shares; 2025Q4: 7,389 shares 7,389 $2.03M 0.02% +2,298 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,086 shares; 2025Q1: 4,926 shares; 2025Q2: 17,946 shares; 2025Q3: 37,248 shares; 2025Q4: 45,623 shares 45,623 $2.03M 0.02% +8,375 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,328 shares; 2025Q1: 4,531 shares; 2025Q2: 4,443 shares; 2025Q3: 4,471 shares; 2025Q4: 14,277 shares 14,277 $2.02M 0.02% +9,806 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,473 shares; 2025Q1: 7,437 shares; 2025Q2: 8,745 shares; 2025Q3: 11,230 shares; 2025Q4: 12,339 shares 12,339 $2.01M 0.02% +1,109 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: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,871 shares; 2025Q2: 2,906 shares; 2025Q3: 3,393 shares; 2025Q4: 4,421 shares 4,421 $2M 0.02% +1,028 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: restricted; 2024Q4: 601 shares; 2025Q1: 1,102 shares; 2025Q2: 12,557 shares; 2025Q3: 14,774 shares; 2025Q4: 14,697 shares 14,697 $2M 0.02% -77 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,293 shares; 2025Q2: 12,243 shares; 2025Q3: 8,103 shares; 2025Q4: 35,096 shares 35,096 $2M 0.02% +26,993 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268 shares; 2025Q1: 369 shares; 2025Q2: 982 shares; 2025Q3: 1,749 shares; 2025Q4: 12,293 shares 12,293 $1.99M 0.02% +10,544 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 1,141 shares; 2025Q2: 1,399 shares; 2025Q3: 2,196 shares; 2025Q4: 4,269 shares 4,269 $1.99M 0.02% +2,073 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 8,553 shares; 2025Q4: 39,997 shares 39,997 $1.99M 0.02% +31,444 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,909 shares; 2025Q2: 4,050 shares; 2025Q3: 4,956 shares; 2025Q4: 8,179 shares 8,179 $1.99M 0.02% +3,223 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,564 shares; 2025Q1: 57,353 shares; 2025Q2: 59,796 shares; 2025Q3: 65,031 shares; 2025Q4: 72,213 shares 72,213 $1.99M 0.02% +7,182 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 787 shares; 2025Q3: 23,592 shares; 2025Q4: 26,553 shares 26,553 $1.98M 0.02% +2,961 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,410 shares; 2025Q1: 21,698 shares; 2025Q2: 21,737 shares; 2025Q3: 25,727 shares; 2025Q4: 26,762 shares 26,762 $1.98M 0.02% +1,035 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 9,323 shares; 2025Q2: 16,944 shares; 2025Q3: 17,872 shares; 2025Q4: 17,392 shares 17,392 $1.98M 0.02% -480 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,086 shares; 2025Q3: 14,667 shares; 2025Q4: 28,306 shares 28,306 $1.97M 0.02% +13,639 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,224 shares; 2025Q1: 1,181 shares; 2025Q2: 9,956 shares; 2025Q3: 15,593 shares; 2025Q4: 13,587 shares 13,587 $1.95M 0.02% -2,006 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 279 shares; 2025Q2: 13,353 shares; 2025Q3: 14,618 shares; 2025Q4: 14,980 shares 14,980 $1.95M 0.02% +362 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: restricted; 2024Q4: 14,376 shares; 2025Q1: 20,464 shares; 2025Q2: 21,474 shares; 2025Q3: 23,294 shares; 2025Q4: 39,541 shares 39,541 $1.95M 0.02% +16,247 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,060 shares; 2025Q1: 12,062 shares; 2025Q2: 13,079 shares; 2025Q3: 17,982 shares; 2025Q4: 20,391 shares 20,391 $1.94M 0.02% +2,409 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,335 shares; 2025Q1: 12,640 shares; 2025Q2: 12,726 shares; 2025Q3: 14,136 shares; 2025Q4: 15,050 shares 15,050 $1.94M 0.02% +914 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 20,716 shares; 2025Q4: 51,273 shares 51,273 $1.94M 0.02% +30,557 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,928 shares; 2025Q1: 37,040 shares; 2025Q2: 29,703 shares; 2025Q3: 31,327 shares; 2025Q4: 42,421 shares 42,421 $1.94M 0.02% +11,094 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,419 shares; 2025Q1: 5,419 shares; 2025Q2: 6,224 shares; 2025Q3: 6,697 shares; 2025Q4: 26,905 shares 26,905 $1.93M 0.02% +20,208 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 11,417 shares; 2025Q2: 17,603 shares; 2025Q3: 20,315 shares; 2025Q4: 24,840 shares 24,840 $1.93M 0.02% +4,525 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,370 shares; 2025Q1: 23,348 shares; 2025Q2: 27,568 shares; 2025Q3: 30,134 shares; 2025Q4: 35,505 shares 35,505 $1.93M 0.02% +5,371 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: restricted; 2024Q4: 870 shares; 2025Q1: 1,616 shares; 2025Q2: 3,863 shares; 2025Q3: 8,880 shares; 2025Q4: 17,604 shares 17,604 $1.92M 0.02% +8,724 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,501 shares; 2025Q1: 59,561 shares; 2025Q2: 54,577 shares; 2025Q3: 50,995 shares; 2025Q4: 44,248 shares 44,248 $1.92M 0.02% -6,747 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,826 shares; 2025Q1: 8,498 shares; 2025Q2: 20,058 shares; 2025Q3: 20,956 shares; 2025Q4: 22,585 shares 22,585 $1.92M 0.02% +1,629 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 2,817 shares; 2025Q2: 3,135 shares; 2025Q3: 52,494 shares; 2025Q4: 44,970 shares 44,970 $1.91M 0.02% -7,524 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,231 shares; 2025Q1: 11,919 shares; 2025Q2: 16,850 shares; 2025Q3: 13,663 shares; 2025Q4: 19,887 shares 19,887 $1.91M 0.02% +6,224 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: 599 shares; 2025Q2: 827 shares; 2025Q3: 888 shares; 2025Q4: 9,738 shares 9,738 $1.9M 0.02% +8,850 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,372 shares; 2025Q1: 12,141 shares; 2025Q2: 12,759 shares; 2025Q3: 12,657 shares; 2025Q4: 16,837 shares 16,837 $1.9M 0.02% +4,180 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,464 shares; 2025Q1: 9,434 shares; 2025Q2: 9,820 shares; 2025Q3: 10,373 shares; 2025Q4: 17,268 shares 17,268 $1.89M 0.02% +6,895 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,945 shares; 2025Q1: 72,273 shares; 2025Q2: 77,735 shares; 2025Q3: 72,246 shares; 2025Q4: 80,902 shares 80,902 $1.89M 0.02% +8,656 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: restricted; 2024Q4: 72,424 shares; 2025Q1: 80,441 shares; 2025Q2: 76,408 shares; 2025Q3: 82,271 shares; 2025Q4: 88,142 shares 88,142 $1.88M 0.02% +5,871 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,548 shares; 2025Q1: 5,209 shares; 2025Q2: 7,137 shares; 2025Q3: 8,468 shares; 2025Q4: 10,143 shares 10,143 $1.88M 0.02% +1,675 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 77,883 shares 77,883 $1.88M 0.02% +69,783 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,404 shares; 2025Q1: 8,687 shares; 2025Q2: 7,872 shares; 2025Q3: 9,250 shares; 2025Q4: 7,257 shares 7,257 $1.88M 0.02% -1,993 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,252 shares; 2025Q1: 11,179 shares; 2025Q2: 7,592 shares; 2025Q3: 8,288 shares; 2025Q4: 13,644 shares 13,644 $1.87M 0.02% +5,356 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,940 shares; 2025Q1: 3,556 shares; 2025Q2: 3,644 shares; 2025Q3: 4,412 shares; 2025Q4: 7,106 shares 7,106 $1.87M 0.02% +2,694 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,318 shares; 2025Q1: 10,372 shares; 2025Q2: 9,436 shares; 2025Q3: 16,783 shares; 2025Q4: 16,361 shares 16,361 $1.86M 0.02% -422 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,918 shares; 2025Q1: 11,499 shares; 2025Q2: 5,279 shares; 2025Q3: 13,989 shares; 2025Q4: 32,145 shares 32,145 $1.86M 0.02% +18,156 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 359 shares; 2025Q1: 836 shares; 2025Q2: 770 shares; 2025Q3: 724 shares; 2025Q4: 32,451 shares 32,451 $1.85M 0.02% +31,727 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: 270,145 shares; 2025Q4: 189,644 shares 189,644 $1.85M 0.02% -80,501 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 2,773 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 51,372 shares 51,372 $1.85M 0.02% +49,138 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,227 shares 52,227 $1.85M 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,159 shares; 2025Q1: 10,141 shares; 2025Q2: 17,293 shares; 2025Q3: 21,846 shares; 2025Q4: 43,160 shares 43,160 $1.84M 0.02% +21,314 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 51,362 shares; 2025Q4: 61,167 shares 61,167 $1.82M 0.02% +9,805 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 72,366 shares 72,366 $1.82M 0.02% +69,866 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: restricted; 2024Q4: 1,843 shares; 2025Q1: 3,952 shares; 2025Q2: 15,184 shares; 2025Q3: 11,291 shares; 2025Q4: 11,408 shares 11,408 $1.82M 0.02% +117 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 1,258 shares; 2025Q2: 6,359 shares; 2025Q3: 6,629 shares; 2025Q4: 37,222 shares 37,222 $1.81M 0.02% +30,593 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,534 shares 45,534 $1.81M 0.02% new 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: restricted; 2024Q4: 1,053 shares; 2025Q1: 17,364 shares; 2025Q2: 1,531 shares; 2025Q3: 1,327 shares; 2025Q4: 13,748 shares 13,748 $1.81M 0.02% +12,421 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,865 shares; 2025Q1: 7,350 shares; 2025Q2: 18,996 shares; 2025Q3: 21,418 shares; 2025Q4: 38,460 shares 38,460 $1.8M 0.02% +17,042 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,084 shares; 2025Q1: 5,615 shares; 2025Q2: 5,872 shares; 2025Q3: 5,296 shares; 2025Q4: 8,644 shares 8,644 $1.8M 0.02% +3,348 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,992 shares; 2025Q1: 30,198 shares; 2025Q2: 22,409 shares; 2025Q3: 28,561 shares; 2025Q4: 34,187 shares 34,187 $1.8M 0.02% +5,626 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,460 shares; 2025Q1: 10,846 shares; 2025Q2: 13,196 shares; 2025Q3: 16,993 shares; 2025Q4: 16,915 shares 16,915 $1.79M 0.02% -78 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,123 shares; 2025Q1: 7,533 shares; 2025Q2: 6,889 shares; 2025Q3: 9,036 shares; 2025Q4: 13,959 shares 13,959 $1.78M 0.02% +4,923 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,821 shares; 2025Q1: 11,526 shares; 2025Q2: 1,514 shares; 2025Q3: 27,339 shares; 2025Q4: 58,776 shares 58,776 $1.78M 0.02% +31,437 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,842 shares; 2025Q1: 35,342 shares; 2025Q2: 33,960 shares; 2025Q3: 33,217 shares; 2025Q4: 41,005 shares 41,005 $1.77M 0.02% +7,788 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,387 shares; 2025Q1: 41,172 shares; 2025Q2: 50,923 shares; 2025Q3: 56,319 shares; 2025Q4: 78,953 shares 78,953 $1.77M 0.02% +22,634 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,125 shares; 2025Q1: 8,956 shares; 2025Q2: 9,644 shares; 2025Q3: 9,773 shares; 2025Q4: 10,341 shares 10,341 $1.76M 0.02% +568 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: restricted; 2024Q4: 18,622 shares; 2025Q1: 19,832 shares; 2025Q2: 19,708 shares; 2025Q3: 33,144 shares; 2025Q4: 37,354 shares 37,354 $1.76M 0.02% +4,210 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,748 shares; 2025Q1: 16,509 shares; 2025Q2: 15,159 shares; 2025Q3: 16,715 shares; 2025Q4: 21,557 shares 21,557 $1.75M 0.02% +4,842 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,917 shares; 2025Q1: 49,175 shares; 2025Q2: 81,530 shares; 2025Q3: 45,405 shares; 2025Q4: 39,891 shares 39,891 $1.75M 0.02% -5,514 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,263 shares; 2025Q1: 15,765 shares; 2025Q2: 52,979 shares; 2025Q3: 69,284 shares; 2025Q4: 109,725 shares 109,725 $1.74M 0.02% +40,441 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,232 shares; 2025Q1: 3,132 shares; 2025Q2: 2,863 shares; 2025Q3: 4,061 shares; 2025Q4: 8,937 shares 8,937 $1.73M 0.02% +4,876 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,324 shares; 2025Q3: 33,681 shares; 2025Q4: 39,659 shares 39,659 $1.73M 0.02% +5,978 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,614 shares; 2025Q1: 3,492 shares; 2025Q2: 5,086 shares; 2025Q3: 6,969 shares; 2025Q4: 7,665 shares 7,665 $1.72M 0.02% +696 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,912 shares; 2025Q1: 7,420 shares; 2025Q2: 7,419 shares; 2025Q3: 9,587 shares; 2025Q4: 21,274 shares 21,274 $1.72M 0.02% +11,687 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,380 shares; 2025Q1: 7,946 shares; 2025Q2: 10,460 shares; 2025Q3: 12,157 shares; 2025Q4: 14,341 shares 14,341 $1.72M 0.02% +2,184 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: restricted; 2024Q4: 12,972 shares; 2025Q1: 9,563 shares; 2025Q2: 10,503 shares; 2025Q3: 26,782 shares; 2025Q4: 32,456 shares 32,456 $1.72M 0.02% +5,674 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: restricted; 2024Q4: 6,580 shares; 2025Q1: 6,367 shares; 2025Q2: 7,341 shares; 2025Q3: 7,804 shares; 2025Q4: 11,284 shares 11,284 $1.71M 0.02% +3,480 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,084 shares; 2025Q2: 15,719 shares; 2025Q3: 36,196 shares; 2025Q4: 33,368 shares 33,368 $1.71M 0.02% -2,828 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 801 shares; 2025Q2: 885 shares; 2025Q3: 42,007 shares; 2025Q4: 54,236 shares 54,236 $1.7M 0.02% +12,229 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 1,445 shares; 2025Q2: 1,561 shares; 2025Q3: 2,024 shares; 2025Q4: 16,204 shares 16,204 $1.7M 0.02% +14,180 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,841 shares; 2025Q1: 15,335 shares; 2025Q2: 21,179 shares; 2025Q3: 23,769 shares; 2025Q4: 29,079 shares 29,079 $1.7M 0.02% +5,310 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 3,684 shares; 2025Q2: 3,645 shares; 2025Q3: 8,993 shares; 2025Q4: 10,956 shares 10,956 $1.7M 0.02% +1,963 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,160 shares; 2025Q1: 42,014 shares; 2025Q2: 25,959 shares; 2025Q3: 21,407 shares; 2025Q4: 26,490 shares 26,490 $1.69M 0.02% +5,083 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,730 shares; 2025Q1: 3,596 shares; 2025Q2: 4,664 shares; 2025Q3: 6,577 shares; 2025Q4: 6,020 shares 6,020 $1.68M 0.02% -557 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 779 shares; 2025Q2: 509 shares; 2025Q3: 8,519 shares; 2025Q4: 6,957 shares 6,957 $1.67M 0.02% -1,562 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,267 shares; 2025Q1: 28,369 shares; 2025Q2: 31,601 shares; 2025Q3: 35,517 shares; 2025Q4: 40,618 shares 40,618 $1.67M 0.02% +5,101 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: restricted; 2024Q4: 1,849 shares; 2025Q1: 2,379 shares; 2025Q2: 2,447 shares; 2025Q3: 2,229 shares; 2025Q4: 2,724 shares 2,724 $1.67M 0.02% +495 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,744 shares; 2025Q1: 28,636 shares; 2025Q2: 28,969 shares; 2025Q3: 41,064 shares; 2025Q4: 43,355 shares 43,355 $1.66M 0.02% +2,291 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,306 shares; 2025Q1: 4,809 shares; 2025Q2: 16,855 shares; 2025Q3: 86,054 shares; 2025Q4: 74,014 shares 74,014 $1.66M 0.02% -12,040 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,156 shares; 2025Q1: 60,259 shares; 2025Q2: 70,610 shares; 2025Q3: 39,946 shares; 2025Q4: 36,789 shares 36,789 $1.66M 0.02% -3,157 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 3,497 shares; 2025Q3: 10,344 shares; 2025Q4: 16,296 shares 16,296 $1.66M 0.02% +5,952 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 36,255 shares; 2025Q3: 36,255 shares; 2025Q4: 48,762 shares 48,762 $1.65M 0.02% +12,507 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,961 shares; 2025Q2: 4,922 shares; 2025Q3: 18,038 shares; 2025Q4: 18,784 shares 18,784 $1.65M 0.02% +746 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,648 shares; 2025Q1: 8,808 shares; 2025Q2: 9,109 shares; 2025Q3: 8,896 shares; 2025Q4: 9,081 shares 9,081 $1.65M 0.02% +185 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: 12,920 shares; 2025Q2: 11,804 shares; 2025Q3: 12,327 shares; 2025Q4: 16,243 shares 16,243 $1.64M 0.02% +3,916 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,119 shares; 2025Q1: 8,786 shares; 2025Q2: 8,896 shares; 2025Q3: 11,143 shares; 2025Q4: 16,458 shares 16,458 $1.63M 0.02% +5,315 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,244 shares; 2025Q2: 11,994 shares; 2025Q3: 14,117 shares; 2025Q4: 16,791 shares 16,791 $1.63M 0.02% +2,674 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,946 shares; 2025Q1: 13,258 shares; 2025Q2: 14,171 shares; 2025Q3: 13,551 shares; 2025Q4: 35,715 shares 35,715 $1.63M 0.02% +22,164 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: restricted; 2024Q4: 4,796 shares; 2025Q1: 4,641 shares; 2025Q2: 5,550 shares; 2025Q3: 8,613 shares; 2025Q4: 9,551 shares 9,551 $1.62M 0.02% +938 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 33,985 shares 33,985 $1.62M 0.02% +33,874 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,465 shares; 2025Q3: 3,838 shares; 2025Q4: 34,422 shares 34,422 $1.62M 0.02% +30,584 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,741 shares; 2025Q1: 1,899 shares; 2025Q2: 1,879 shares; 2025Q3: 4,339 shares; 2025Q4: 3,434 shares 3,434 $1.61M 0.02% -905 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 14,545 shares; 2025Q4: 46,742 shares 46,742 $1.61M 0.02% +32,197 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,300 shares; 2025Q1: 20,792 shares; 2025Q2: 38,004 shares; 2025Q3: 29,763 shares; 2025Q4: 32,136 shares 32,136 $1.61M 0.02% +2,373 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 833 shares; 2025Q1: 1,405 shares; 2025Q2: 8,839 shares; 2025Q3: 25,242 shares; 2025Q4: 31,041 shares 31,041 $1.6M 0.02% +5,799 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,264 shares; 2025Q1: 4,738 shares; 2025Q2: 11,895 shares; 2025Q3: 13,785 shares; 2025Q4: 12,634 shares 12,634 $1.59M 0.02% -1,151 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 9,280 shares; 2025Q2: 8,677 shares; 2025Q3: 8,536 shares; 2025Q4: 8,679 shares 8,679 $1.58M 0.02% +143 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,657 shares; 2025Q1: 29,592 shares; 2025Q2: 75,735 shares; 2025Q3: 37,254 shares; 2025Q4: 33,664 shares 33,664 $1.58M 0.02% -3,590 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: restricted; 2024Q4: 11,704 shares; 2025Q1: 15,027 shares; 2025Q2: 13,405 shares; 2025Q3: 16,013 shares; 2025Q4: 35,725 shares 35,725 $1.58M 0.02% +19,712 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,067 shares; 2025Q1: 141,576 shares; 2025Q2: 82,215 shares; 2025Q3: 69,682 shares; 2025Q4: 66,529 shares 66,529 $1.58M 0.02% -3,153 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: restricted; 2024Q4: 5,491 shares; 2025Q1: 18,145 shares; 2025Q2: 17,480 shares; 2025Q3: 20,085 shares; 2025Q4: 27,934 shares 27,934 $1.57M 0.02% +7,849 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: restricted; 2024Q4: 7 shares; 2025Q1: 4,916 shares; 2025Q2: 37,718 shares; 2025Q3: 6,060 shares; 2025Q4: 28,379 shares 28,379 $1.57M 0.02% +22,319 Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 21,131 shares 21,131 $1.57M 0.02% +21,091 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,194 shares; 2025Q1: 12,389 shares; 2025Q2: 13,774 shares; 2025Q3: 14,427 shares; 2025Q4: 16,048 shares 16,048 $1.57M 0.02% +1,621 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 852 shares; 2025Q1: 19,784 shares; 2025Q2: 19,434 shares; 2025Q3: 20,224 shares; 2025Q4: 20,951 shares 20,951 $1.57M 0.02% +727 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,013 shares; 2025Q1: 38,238 shares; 2025Q2: 33,369 shares; 2025Q3: 37,541 shares; 2025Q4: 57,457 shares 57,457 $1.57M 0.02% +19,916 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,393 shares; 2025Q1: 32,885 shares; 2025Q2: 29,426 shares; 2025Q3: 30,186 shares; 2025Q4: 36,015 shares 36,015 $1.56M 0.02% +5,829 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 97 shares; 2025Q2: 78 shares; 2025Q3: 249 shares; 2025Q4: 13,568 shares 13,568 $1.56M 0.02% +13,319 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,719 shares; 2025Q1: 10,849 shares; 2025Q2: 10,313 shares; 2025Q3: 9,069 shares; 2025Q4: 15,806 shares 15,806 $1.56M 0.02% +6,737 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: restricted; 2024Q4: 8,690 shares; 2025Q1: 9,497 shares; 2025Q2: 418 shares; 2025Q3: 11,802 shares; 2025Q4: 9,735 shares 9,735 $1.56M 0.02% -2,067 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,146 shares; 2025Q1: 3,371 shares; 2025Q2: 3,389 shares; 2025Q3: 6,463 shares; 2025Q4: 7,564 shares 7,564 $1.56M 0.02% +1,101 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: restricted; 2024Q4: 5,503 shares; 2025Q1: 8,071 shares; 2025Q2: 66,517 shares; 2025Q3: 97,232 shares; 2025Q4: 87,521 shares 87,521 $1.55M 0.02% -9,711 Timeline CAAA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30,820 shares; 2025Q2: 56,664 shares; 2025Q3: 60,989 shares; 2025Q4: 75,608 shares 75,608 $1.55M 0.02% +14,619 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 4,780 shares; 2025Q2: 4,417 shares; 2025Q3: 11,764 shares; 2025Q4: 19,656 shares 19,656 $1.55M 0.02% +7,892 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 9,135 shares; 2025Q4: 21,484 shares 21,484 $1.54M 0.02% +12,349 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,643 shares; 2025Q1: 18,324 shares; 2025Q2: 12,325 shares; 2025Q3: 12,058 shares; 2025Q4: 13,063 shares 13,063 $1.54M 0.02% +1,005 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: restricted; 2024Q4: 573 shares; 2025Q1: 628 shares; 2025Q2: 631 shares; 2025Q3: 1,479 shares; 2025Q4: 1,992 shares 1,992 $1.54M 0.02% +513 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 3,245 shares; 2025Q2: 11,653 shares; 2025Q3: 11,479 shares; 2025Q4: 13,528 shares 13,528 $1.53M 0.02% +2,049 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,433 shares; 2025Q1: 6,157 shares; 2025Q2: 5,305 shares; 2025Q3: 5,393 shares; 2025Q4: 9,074 shares 9,074 $1.53M 0.02% +3,681 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,454 shares 30,454 $1.53M 0.02% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 23 shares; 2025Q3: 5,798 shares; 2025Q4: 19,056 shares 19,056 $1.52M 0.02% +13,258 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,248 shares; 2025Q1: 5,224 shares; 2025Q2: 4,836 shares; 2025Q3: 6,687 shares; 2025Q4: 9,389 shares 9,389 $1.52M 0.02% +2,702 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,123 shares; 2025Q4: 13,277 shares 13,277 $1.52M 0.02% +154 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,136 shares; 2025Q1: 3,914 shares; 2025Q2: 4,299 shares; 2025Q3: 6,653 shares; 2025Q4: 8,160 shares 8,160 $1.51M 0.02% +1,507 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: restricted; 2024Q4: 665 shares; 2025Q1: 1,034 shares; 2025Q2: 27,385 shares; 2025Q3: 28,843 shares; 2025Q4: 18,746 shares 18,746 $1.49M 0.02% -10,097 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 7,928 shares; 2025Q3: 37,175 shares; 2025Q4: 35,775 shares 35,775 $1.49M 0.02% -1,400 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,253 shares; 2025Q3: 42,208 shares; 2025Q4: 41,461 shares 41,461 $1.48M 0.02% -747 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,268 shares; 2025Q1: 90,189 shares; 2025Q2: 79,650 shares; 2025Q3: 60,389 shares; 2025Q4: 58,718 shares 58,718 $1.47M 0.02% -1,671 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,623 shares; 2025Q3: 50,466 shares; 2025Q4: 47,723 shares 47,723 $1.47M 0.02% -2,743 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,144 shares; 2025Q1: 2,013 shares; 2025Q2: 4,000 shares; 2025Q3: 6,039 shares; 2025Q4: 7,578 shares 7,578 $1.47M 0.02% +1,539 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 185 shares; 2025Q3: 9,952 shares; 2025Q4: 18,329 shares 18,329 $1.47M 0.02% +8,377 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 8,519 shares; 2025Q2: 14,685 shares; 2025Q3: 24,553 shares; 2025Q4: 28,997 shares 28,997 $1.46M 0.02% +4,444 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,901 shares; 2025Q1: 21,993 shares; 2025Q2: 21,988 shares; 2025Q3: 22,136 shares; 2025Q4: 42,426 shares 42,426 $1.46M 0.02% +20,290 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,692 shares; 2025Q1: 4,282 shares; 2025Q2: 10,270 shares; 2025Q3: 12,558 shares; 2025Q4: 11,885 shares 11,885 $1.46M 0.02% -673 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,230 shares; 2025Q1: 2,653 shares; 2025Q2: 13,722 shares; 2025Q3: 15,992 shares; 2025Q4: 31,549 shares 31,549 $1.46M 0.02% +15,557 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,561 shares 69,561 $1.46M 0.02% new Timeline TFLR 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: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 272 shares; 2025Q4: 28,235 shares 28,235 $1.45M 0.02% +27,963 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,533 shares 59,533 $1.45M 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,055 shares; 2025Q1: 6,085 shares; 2025Q2: 6,923 shares; 2025Q3: 11,976 shares; 2025Q4: 29,529 shares 29,529 $1.45M 0.02% +17,553 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 454 shares; 2025Q1: 6,999 shares; 2025Q2: 11,709 shares; 2025Q3: 11,165 shares; 2025Q4: 11,647 shares 11,647 $1.44M 0.02% +482 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 853 shares; 2025Q1: 996 shares; 2025Q2: 1,283 shares; 2025Q3: 117,798 shares; 2025Q4: 94,013 shares 94,013 $1.44M 0.02% -23,785 Timeline GVAL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 30,625 shares; 2025Q4: 45,765 shares 45,765 $1.44M 0.02% +15,140 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,206 shares; 2025Q1: 5,715 shares; 2025Q2: 7,815 shares; 2025Q3: 27,535 shares; 2025Q4: 54,671 shares 54,671 $1.44M 0.02% +27,136 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: restricted; 2024Q4: 8,687 shares; 2025Q1: 22,931 shares; 2025Q2: 17,230 shares; 2025Q3: 14,356 shares; 2025Q4: 14,683 shares 14,683 $1.44M 0.02% +327 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,427 shares; 2025Q4: 54,863 shares 54,863 $1.44M 0.02% +21,436 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,668 shares; 2025Q1: 7,925 shares; 2025Q2: 6,861 shares; 2025Q3: 10,816 shares; 2025Q4: 13,557 shares 13,557 $1.43M 0.02% +2,741 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,378 shares; 2025Q1: 9,554 shares; 2025Q2: 8,904 shares; 2025Q3: 12,474 shares; 2025Q4: 18,108 shares 18,108 $1.43M 0.02% +5,634 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,257 shares; 2025Q1: 18,680 shares; 2025Q2: 17,659 shares; 2025Q3: 18,269 shares; 2025Q4: 16,514 shares 16,514 $1.42M 0.02% -1,755 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 653 shares; 2025Q2: 801 shares; 2025Q3: 3,093 shares; 2025Q4: 4,408 shares 4,408 $1.42M 0.02% +1,315 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,257 shares; 2025Q1: 11,140 shares; 2025Q2: 9,045 shares; 2025Q3: 12,497 shares; 2025Q4: 19,189 shares 19,189 $1.42M 0.02% +6,692 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,567 shares; 2025Q4: 66,637 shares 66,637 $1.41M 0.02% +50,070 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,904 shares; 2025Q1: 124,634 shares; 2025Q2: 137,190 shares; 2025Q3: 107,227 shares; 2025Q4: 105,495 shares 105,495 $1.4M 0.02% -1,732 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 114,158 shares; 2025Q2: 20,254 shares; 2025Q3: 21,523 shares; 2025Q4: 21,152 shares 21,152 $1.4M 0.02% -371 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 2,295 shares; 2025Q3: 8,347 shares; 2025Q4: 10,991 shares 10,991 $1.4M 0.01% +2,644 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,742 shares; 2025Q1: 60,851 shares; 2025Q2: 62,997 shares; 2025Q3: 33,656 shares; 2025Q4: 48,192 shares 48,192 $1.39M 0.01% +14,536 Timeline PSLV 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: restricted; 2024Q4: 40,385 shares; 2025Q1: 52,014 shares; 2025Q2: 65,958 shares; 2025Q3: 65,014 shares; 2025Q4: 58,675 shares 58,675 $1.39M 0.01% -6,339 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,608 shares; 2025Q1: 2,042 shares; 2025Q2: 2,349 shares; 2025Q3: 5,351 shares; 2025Q4: 6,075 shares 6,075 $1.38M 0.01% +724 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,742 shares; 2025Q1: 2,223 shares; 2025Q2: 2,124 shares; 2025Q3: 2,286 shares; 2025Q4: 4,772 shares 4,772 $1.38M 0.01% +2,486 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,157 shares; 2025Q1: 14,564 shares; 2025Q2: 37,356 shares; 2025Q3: 32,661 shares; 2025Q4: 34,333 shares 34,333 $1.38M 0.01% +1,672 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: restricted; 2024Q4: 7,216 shares; 2025Q1: 10,773 shares; 2025Q2: 11,556 shares; 2025Q3: 13,111 shares; 2025Q4: 15,599 shares 15,599 $1.38M 0.01% +2,488 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 871 shares; 2025Q1: 1,402 shares; 2025Q2: 1,642 shares; 2025Q3: 2,098 shares; 2025Q4: 2,795 shares 2,795 $1.37M 0.01% +697 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,525 shares; 2025Q3: 17,201 shares; 2025Q4: 17,282 shares 17,282 $1.37M 0.01% +81 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,144 shares; 2025Q2: 4,037 shares; 2025Q3: 3,934 shares; 2025Q4: 3,643 shares 3,643 $1.37M 0.01% -291 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,489 shares; 2025Q1: 22,265 shares; 2025Q2: 19,906 shares; 2025Q3: 17,701 shares; 2025Q4: 16,116 shares 16,116 $1.36M 0.01% -1,585 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 134,612 shares; 2025Q4: 96,165 shares 96,165 $1.36M 0.01% -38,447 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 405 shares; 2025Q2: 2,069 shares; 2025Q3: 1,277 shares; 2025Q4: 5,218 shares 5,218 $1.36M 0.01% +3,941 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,044 shares; 2025Q1: 21,892 shares; 2025Q2: 23,093 shares; 2025Q3: 23,069 shares; 2025Q4: 22,585 shares 22,585 $1.36M 0.01% -484 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,007 shares; 2025Q1: 40,250 shares; 2025Q2: 41,427 shares; 2025Q3: 44,622 shares; 2025Q4: 50,507 shares 50,507 $1.36M 0.01% +5,885 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 1,426 shares; 2025Q2: 1,729 shares; 2025Q3: 4,328 shares; 2025Q4: 29,945 shares 29,945 $1.36M 0.01% +25,617 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,605 shares; 2025Q1: 6,317 shares; 2025Q2: 7,108 shares; 2025Q3: 6,439 shares; 2025Q4: 14,817 shares 14,817 $1.36M 0.01% +8,378 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,851 shares; 2025Q1: 15,091 shares; 2025Q2: 33,148 shares; 2025Q3: 32,488 shares; 2025Q4: 38,809 shares 38,809 $1.35M 0.01% +6,321 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 617 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 20,553 shares; 2025Q4: 20,553 shares 20,553 $1.35M 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,010 shares; 2025Q1: 7,400 shares; 2025Q2: 6,284 shares; 2025Q3: 12,714 shares; 2025Q4: 17,516 shares 17,516 $1.34M 0.01% +4,802 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,899 shares; 2025Q1: 10,700 shares; 2025Q2: 10,963 shares; 2025Q3: 9,692 shares; 2025Q4: 36,410 shares 36,410 $1.34M 0.01% +26,718 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 995 shares; 2025Q1: 1,344 shares; 2025Q2: 1,739 shares; 2025Q3: 2,145 shares; 2025Q4: 3,487 shares 3,487 $1.34M 0.01% +1,342 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 43,901 shares 43,901 $1.33M 0.01% +43,701 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48,779 shares; 2025Q2: 48,478 shares; 2025Q3: 45,462 shares; 2025Q4: 45,922 shares 45,922 $1.33M 0.01% +460 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,047 shares; 2025Q1: 15,926 shares; 2025Q2: 19,558 shares; 2025Q3: 22,870 shares; 2025Q4: 24,536 shares 24,536 $1.32M 0.01% +1,666 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,962 shares; 2025Q1: 42,747 shares; 2025Q2: 43,064 shares; 2025Q3: 45,437 shares; 2025Q4: 81,917 shares 81,917 $1.32M 0.01% +36,480 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,000 shares 42,000 $1.31M 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 195 shares; 2025Q2: 243 shares; 2025Q3: 265 shares; 2025Q4: 387 shares 387 $1.31M 0.01% +122 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,858 shares 17,858 $1.31M 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,994 shares; 2025Q1: 1,237 shares; 2025Q2: 1,236 shares; 2025Q3: 2,898 shares; 2025Q4: 3,390 shares 3,390 $1.31M 0.01% +492 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,871 shares; 2025Q1: 26,482 shares; 2025Q2: 25,962 shares; 2025Q3: 19,791 shares; 2025Q4: 36,622 shares 36,622 $1.31M 0.01% +16,831 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,108 shares; 2025Q2: 1,806 shares; 2025Q3: 2,006 shares; 2025Q4: 6,070 shares 6,070 $1.3M 0.01% +4,064 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,399 shares; 2025Q1: 31,756 shares; 2025Q2: 31,756 shares; 2025Q3: 34,997 shares; 2025Q4: 44,712 shares 44,712 $1.3M 0.01% +9,715 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: restricted; 2024Q4: 19,149 shares; 2025Q1: 24,005 shares; 2025Q2: 23,171 shares; 2025Q3: 23,063 shares; 2025Q4: 22,537 shares 22,537 $1.3M 0.01% -526 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,145 shares; 2025Q1: 5,191 shares; 2025Q2: 4,767 shares; 2025Q3: 8,461 shares; 2025Q4: 14,680 shares 14,680 $1.3M 0.01% +6,219 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,617 shares; 2025Q1: 2,072 shares; 2025Q2: 2,062 shares; 2025Q3: 18,030 shares; 2025Q4: 26,863 shares 26,863 $1.29M 0.01% +8,833 Timeline SYFI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,967 shares 35,967 $1.29M 0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 13,274 shares; 2025Q3: 14,763 shares; 2025Q4: 16,064 shares 16,064 $1.29M 0.01% +1,301 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,964 shares; 2025Q1: 2,970 shares; 2025Q2: 4,656 shares; 2025Q3: 5,734 shares; 2025Q4: 10,955 shares 10,955 $1.29M 0.01% +5,221 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 727 shares; 2025Q1: 767 shares; 2025Q2: 772 shares; 2025Q3: 1,063 shares; 2025Q4: 1,679 shares 1,679 $1.29M 0.01% +616 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,633 shares; 2025Q1: 39,288 shares; 2025Q2: 36,455 shares; 2025Q3: 35,574 shares; 2025Q4: 36,622 shares 36,622 $1.28M 0.01% +1,048 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,652 shares; 2025Q1: 12,884 shares; 2025Q2: 14,199 shares; 2025Q3: 45,385 shares; 2025Q4: 79,334 shares 79,334 $1.28M 0.01% +33,949 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,515 shares; 2025Q2: 7,535 shares; 2025Q3: 7,609 shares; 2025Q4: 7,280 shares 7,280 $1.27M 0.01% -329 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,541 shares; 2025Q1: 14,917 shares; 2025Q2: 12,784 shares; 2025Q3: 22,134 shares; 2025Q4: 16,511 shares 16,511 $1.27M 0.01% -5,623 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,133 shares; 2025Q1: 11,853 shares; 2025Q2: 13,148 shares; 2025Q3: 15,522 shares; 2025Q4: 44,001 shares 44,001 $1.27M 0.01% +28,479 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,149 shares; 2025Q1: 5,026 shares; 2025Q2: 6,272 shares; 2025Q3: 6,639 shares; 2025Q4: 9,075 shares 9,075 $1.25M 0.01% +2,436 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,144 shares; 2025Q1: 3,194 shares; 2025Q2: 3,524 shares; 2025Q3: 5,401 shares; 2025Q4: 6,919 shares 6,919 $1.25M 0.01% +1,518 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,465 shares; 2025Q1: 3,543 shares; 2025Q2: 5,530 shares; 2025Q3: 5,494 shares; 2025Q4: 5,572 shares 5,572 $1.24M 0.01% +78 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: restricted; 2024Q4: 1,085 shares; 2025Q1: 2,987 shares; 2025Q2: 7,608 shares; 2025Q3: 5,667 shares; 2025Q4: 7,701 shares 7,701 $1.24M 0.01% +2,034 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: restricted; 2024Q4: 1,388 shares; 2025Q1: 1,395 shares; 2025Q2: 1,421 shares; 2025Q3: 781 shares; 2025Q4: 1,231 shares 1,231 $1.24M 0.01% +450 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: restricted; 2024Q4: 2,708 shares; 2025Q1: 2,478 shares; 2025Q2: 2,237 shares; 2025Q3: 11,412 shares; 2025Q4: 48,763 shares 48,763 $1.24M 0.01% +37,351 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,034 shares; 2025Q1: 15,070 shares; 2025Q2: 19,072 shares; 2025Q3: 18,785 shares; 2025Q4: 19,955 shares 19,955 $1.24M 0.01% +1,170 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,424 shares; 2025Q1: 37,797 shares; 2025Q2: 38,687 shares; 2025Q3: 51,115 shares; 2025Q4: 53,032 shares 53,032 $1.24M 0.01% +1,917 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: restricted; 2024Q4: 6,585 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 7,798 shares; 2025Q4: 12,668 shares 12,668 $1.24M 0.01% +4,870 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 87 shares; 2025Q2: 4,152 shares; 2025Q3: 5,692 shares; 2025Q4: 17,100 shares 17,100 $1.24M 0.01% +11,408 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,569 shares; 2025Q1: 8,980 shares; 2025Q2: 12,665 shares; 2025Q3: 13,099 shares; 2025Q4: 18,386 shares 18,386 $1.23M 0.01% +5,287 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,401 shares; 2025Q1: 3,494 shares; 2025Q2: 4,079 shares; 2025Q3: 4,128 shares; 2025Q4: 5,734 shares 5,734 $1.23M 0.01% +1,606 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: restricted; 2024Q4: 16,998 shares; 2025Q1: 18,601 shares; 2025Q2: 18,601 shares; 2025Q3: 22,953 shares; 2025Q4: 82,678 shares 82,678 $1.22M 0.01% +59,725 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23,628 shares; 2025Q2: 24,453 shares; 2025Q3: 24,726 shares; 2025Q4: 24,631 shares 24,631 $1.22M 0.01% -95 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 324 shares; 2025Q2: 3,579 shares; 2025Q3: 10,218 shares; 2025Q4: 33,186 shares 33,186 $1.22M 0.01% +22,968 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: restricted; 2024Q4: 18,235 shares; 2025Q1: 23,214 shares; 2025Q2: 20,806 shares; 2025Q3: 22,228 shares; 2025Q4: 30,017 shares 30,017 $1.21M 0.01% +7,789 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,444 shares; 2025Q2: 22,098 shares; 2025Q3: 22,098 shares; 2025Q4: 22,170 shares 22,170 $1.21M 0.01% +72 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: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,285 shares; 2025Q2: 1,815 shares; 2025Q3: 1,706 shares; 2025Q4: 2,129 shares 2,129 $1.2M 0.01% +423 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: restricted; 2024Q4: 17,600 shares; 2025Q1: 18,932 shares; 2025Q2: 19,973 shares; 2025Q3: 16,745 shares; 2025Q4: 23,674 shares 23,674 $1.19M 0.01% +6,929 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,240 shares; 2025Q2: 2,477 shares; 2025Q3: 22,684 shares; 2025Q4: 25,345 shares 25,345 $1.19M 0.01% +2,661 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 392 shares; 2025Q2: 468 shares; 2025Q3: 476 shares; 2025Q4: 570 shares 570 $1.18M 0.01% +94 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 3,826 shares; 2025Q2: 35,450 shares; 2025Q3: 35,450 shares; 2025Q4: 35,450 shares 35,450 $1.18M 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,672 shares; 2025Q2: 2,047 shares; 2025Q3: 3,049 shares; 2025Q4: 4,028 shares 4,028 $1.18M 0.01% +979 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 547 shares; 2025Q4: 43,696 shares 43,696 $1.18M 0.01% +43,149 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,670 shares; 2025Q1: 30,971 shares; 2025Q2: 28,617 shares; 2025Q3: 39,327 shares; 2025Q4: 40,106 shares 40,106 $1.18M 0.01% +779 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 16,411 shares; 2025Q2: 21,912 shares; 2025Q3: 17,905 shares; 2025Q4: 12,861 shares 12,861 $1.18M 0.01% -5,044 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,514 shares; 2025Q1: 7,532 shares; 2025Q2: 9,686 shares; 2025Q3: 13,487 shares; 2025Q4: 20,141 shares 20,141 $1.18M 0.01% +6,654 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,887 shares 8,887 $1.18M 0.01% new 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: restricted; 2024Q4: 1,420 shares; 2025Q1: 1,041 shares; 2025Q2: 1,746 shares; 2025Q3: 2,880 shares; 2025Q4: 3,829 shares 3,829 $1.17M 0.01% +949 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,262 shares; 2025Q1: 24,229 shares; 2025Q2: 41,462 shares; 2025Q3: 42,020 shares; 2025Q4: 42,948 shares 42,948 $1.17M 0.01% +928 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,786 shares; 2025Q1: 26,876 shares; 2025Q2: 26,876 shares; 2025Q3: 26,811 shares; 2025Q4: 26,811 shares 26,811 $1.17M 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 8,635 shares; 2025Q4: 32,691 shares 32,691 $1.17M 0.01% +24,056 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 10,080 shares; 2025Q2: 31,981 shares; 2025Q3: 27,969 shares; 2025Q4: 26,710 shares 26,710 $1.16M 0.01% -1,259 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 5,908 shares; 2025Q2: 5,956 shares; 2025Q3: 5,863 shares; 2025Q4: 5,611 shares 5,611 $1.16M 0.01% -252 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,005 shares; 2025Q1: 1,738 shares; 2025Q2: 3,832 shares; 2025Q3: 4,638 shares; 2025Q4: 5,642 shares 5,642 $1.16M 0.01% +1,004 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,863 shares; 2025Q1: 6,873 shares; 2025Q2: 8,975 shares; 2025Q3: 8,935 shares; 2025Q4: 10,077 shares 10,077 $1.16M 0.01% +1,142 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,931 shares; 2025Q1: 12,269 shares; 2025Q2: 11,562 shares; 2025Q3: 16,980 shares; 2025Q4: 17,131 shares 17,131 $1.16M 0.01% +151 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,987 shares; 2025Q1: 36,891 shares; 2025Q2: 45,989 shares; 2025Q3: 59,472 shares; 2025Q4: 64,082 shares 64,082 $1.15M 0.01% +4,610 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 37,652 shares 37,652 $1.15M 0.01% +37,352 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: 2,465 shares; 2025Q2: 3,582 shares; 2025Q3: 4,267 shares; 2025Q4: 4,658 shares 4,658 $1.15M 0.01% +391 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 1,500 shares; 2025Q2: 4,964 shares; 2025Q3: 4,172 shares; 2025Q4: 4,057 shares 4,057 $1.15M 0.01% -115 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: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,050 shares; 2025Q2: 7,082 shares; 2025Q3: 7,530 shares; 2025Q4: 9,379 shares 9,379 $1.14M 0.01% +1,849 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,905 shares; 2025Q1: 15,549 shares; 2025Q2: 16,932 shares; 2025Q3: 18,848 shares; 2025Q4: 19,468 shares 19,468 $1.14M 0.01% +620 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,974 shares; 2025Q1: 26,284 shares; 2025Q2: 27,159 shares; 2025Q3: 27,254 shares; 2025Q4: 27,299 shares 27,299 $1.14M 0.01% +45 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,487 shares; 2025Q1: 8,361 shares; 2025Q2: 20,308 shares; 2025Q3: 19,711 shares; 2025Q4: 26,073 shares 26,073 $1.14M 0.01% +6,362 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 4,623 shares; 2025Q2: 4,499 shares; 2025Q3: 9,060 shares; 2025Q4: 16,916 shares 16,916 $1.14M 0.01% +7,856 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,795 shares; 2025Q1: 8,808 shares; 2025Q2: 10,954 shares; 2025Q3: 12,315 shares; 2025Q4: 13,323 shares 13,323 $1.14M 0.01% +1,008 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,332 shares; 2025Q1: 14,391 shares; 2025Q2: 15,637 shares; 2025Q3: 14,751 shares; 2025Q4: 16,328 shares 16,328 $1.13M 0.01% +1,577 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 306 shares; 2025Q2: 316 shares; 2025Q3: 12,451 shares; 2025Q4: 13,383 shares 13,383 $1.13M 0.01% +932 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: restricted; 2024Q4: 1,884 shares; 2025Q1: 6,878 shares; 2025Q2: 9,215 shares; 2025Q3: 9,311 shares; 2025Q4: 8,458 shares 8,458 $1.13M 0.01% -853 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,570 shares; 2025Q4: 151,332 shares 151,332 $1.13M 0.01% +80,762 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,752 shares; 2025Q1: 4,409 shares; 2025Q2: 3,479 shares; 2025Q3: 6,077 shares; 2025Q4: 18,666 shares 18,666 $1.12M 0.01% +12,589 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,211 shares; 2025Q1: 3,292 shares; 2025Q2: 9,119 shares; 2025Q3: 5,961 shares; 2025Q4: 8,418 shares 8,418 $1.12M 0.01% +2,457 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: restricted; 2024Q4: 1,029 shares; 2025Q1: 2,291 shares; 2025Q2: 2,351 shares; 2025Q3: 2,539 shares; 2025Q4: 2,867 shares 2,867 $1.12M 0.01% +328 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,850 shares; 2025Q2: 25,401 shares; 2025Q3: 30,125 shares; 2025Q4: 40,304 shares 40,304 $1.12M 0.01% +10,179 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,258 shares 40,258 $1.11M 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,521 shares; 2025Q1: 20,921 shares; 2025Q2: 23,880 shares; 2025Q3: 27,227 shares; 2025Q4: 30,119 shares 30,119 $1.11M 0.01% +2,892 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,115 shares; 2025Q1: 36,044 shares; 2025Q2: 39,201 shares; 2025Q3: 25,600 shares; 2025Q4: 24,289 shares 24,289 $1.11M 0.01% -1,311 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,377 shares; 2025Q1: 3,430 shares; 2025Q2: 6,303 shares; 2025Q3: 9,068 shares; 2025Q4: 9,467 shares 9,467 $1.11M 0.01% +399 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,362 shares 28,362 $1.11M 0.01% new 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: restricted; 2024Q4: 3,630 shares; 2025Q1: 5,887 shares; 2025Q2: 5,755 shares; 2025Q3: 7,702 shares; 2025Q4: 6,846 shares 6,846 $1.11M 0.01% -856 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,091 shares; 2025Q1: 26,674 shares; 2025Q2: 26,251 shares; 2025Q3: 26,251 shares; 2025Q4: 25,805 shares 25,805 $1.11M 0.01% -446 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,650 shares 14,650 $1.11M 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004 shares; 2025Q1: 1,265 shares; 2025Q2: 1,380 shares; 2025Q3: 1,646 shares; 2025Q4: 3,130 shares 3,130 $1.1M 0.01% +1,484 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 39,629 shares; 2025Q2: 21,117 shares; 2025Q3: 20,925 shares; 2025Q4: 20,470 shares 20,470 $1.1M 0.01% -455 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,798 shares; 2025Q1: 4,271 shares; 2025Q2: 6,008 shares; 2025Q3: 7,059 shares; 2025Q4: 8,516 shares 8,516 $1.1M 0.01% +1,457 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,793 shares; 2025Q3: 36,617 shares; 2025Q4: 37,761 shares 37,761 $1.1M 0.01% +1,144 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,184 shares; 2025Q1: 93,653 shares; 2025Q2: 89,792 shares; 2025Q3: 142,569 shares; 2025Q4: 82,712 shares 82,712 $1.1M 0.01% -59,857 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,548 shares; 2025Q1: 3,410 shares; 2025Q2: 4,903 shares; 2025Q3: 5,143 shares; 2025Q4: 5,185 shares 5,185 $1.1M 0.01% +42 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,470 shares; 2025Q3: 9,249 shares; 2025Q4: 22,399 shares 22,399 $1.09M 0.01% +13,150 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: restricted; 2024Q4: 3,427 shares; 2025Q1: 4,149 shares; 2025Q2: 4,111 shares; 2025Q3: 6,909 shares; 2025Q4: 10,375 shares 10,375 $1.09M 0.01% +3,466 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,644 shares; 2025Q2: 5,324 shares; 2025Q3: 3,884 shares; 2025Q4: 4,867 shares 4,867 $1.09M 0.01% +983 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 3,325 shares; 2025Q2: 3,532 shares; 2025Q3: 4,582 shares; 2025Q4: 5,877 shares 5,877 $1.09M 0.01% +1,295 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 32,937 shares 32,937 $1.09M 0.01% +32,285 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 9,208 shares; 2025Q3: 21,248 shares; 2025Q4: 27,654 shares 27,654 $1.08M 0.01% +6,406 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,971 shares; 2025Q1: 21,157 shares; 2025Q2: 14,914 shares; 2025Q3: 25,273 shares; 2025Q4: 34,863 shares 34,863 $1.08M 0.01% +9,590 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 464 shares; 2025Q2: 6,025 shares; 2025Q3: 4,771 shares; 2025Q4: 4,678 shares 4,678 $1.08M 0.01% -93 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,588 shares; 2025Q1: 15,139 shares; 2025Q2: 13,635 shares; 2025Q3: 13,462 shares; 2025Q4: 13,470 shares 13,470 $1.08M 0.01% +8 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: restricted; 2024Q4: 1,054 shares; 2025Q1: 2,500 shares; 2025Q2: 2,645 shares; 2025Q3: 2,767 shares; 2025Q4: 2,728 shares 2,728 $1.07M 0.01% -39 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,687 shares; 2025Q1: 6,309 shares; 2025Q2: 3,951 shares; 2025Q3: 5,721 shares; 2025Q4: 13,807 shares 13,807 $1.07M 0.01% +8,086 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,860 shares; 2025Q1: 16,503 shares; 2025Q2: 20,274 shares; 2025Q3: 20,776 shares; 2025Q4: 22,950 shares 22,950 $1.07M 0.01% +2,174 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,729 shares; 2025Q4: 39,729 shares 39,729 $1.07M 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,173 shares; 2025Q1: 18,153 shares; 2025Q2: 18,287 shares; 2025Q3: 18,137 shares; 2025Q4: 18,105 shares 18,105 $1.06M 0.01% -32 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 5,321 shares; 2025Q2: 5,338 shares; 2025Q3: 3,335 shares; 2025Q4: 3,504 shares 3,504 $1.06M 0.01% +169 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341 shares; 2025Q1: 284 shares; 2025Q2: 7,170 shares; 2025Q3: 8,225 shares; 2025Q4: 11,679 shares 11,679 $1.06M 0.01% +3,454 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: restricted; 2024Q4: 16,278 shares; 2025Q1: 15,149 shares; 2025Q2: 13,927 shares; 2025Q3: 13,929 shares; 2025Q4: 8,708 shares 8,708 $1.06M 0.01% -5,221 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 28,689 shares; 2025Q2: 29,577 shares; 2025Q3: 21,004 shares; 2025Q4: 18,533 shares 18,533 $1.05M 0.01% -2,471 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 1,255 shares; 2025Q2: 3,889 shares; 2025Q3: 4,849 shares; 2025Q4: 8,186 shares 8,186 $1.04M 0.01% +3,337 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,826 shares; 2025Q4: 50,130 shares 50,130 $1.04M 0.01% +37,304 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 539 shares; 2025Q1: 6,540 shares; 2025Q2: 7,162 shares; 2025Q3: 7,552 shares; 2025Q4: 7,750 shares 7,750 $1.04M 0.01% +198 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,804 shares; 2025Q1: 14,625 shares; 2025Q2: 16,893 shares; 2025Q3: 33,859 shares; 2025Q4: 37,149 shares 37,149 $1.04M 0.01% +3,290 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,799 shares; 2025Q1: 22,465 shares; 2025Q2: 44,058 shares; 2025Q3: 33,201 shares; 2025Q4: 33,607 shares 33,607 $1.04M 0.01% +406 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 886 shares; 2025Q1: 1,159 shares; 2025Q2: 4,849 shares; 2025Q3: 6,616 shares; 2025Q4: 6,779 shares 6,779 $1.04M 0.01% +163 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,334 shares; 2025Q1: 41,920 shares; 2025Q2: 55,992 shares; 2025Q3: 66,715 shares; 2025Q4: 70,204 shares 70,204 $1.04M 0.01% +3,489 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,200 shares; 2025Q4: 19,399 shares 19,399 $1.04M 0.01% +6,199 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: restricted; 2024Q4: 964 shares; 2025Q1: 1,390 shares; 2025Q2: 2,183 shares; 2025Q3: 3,313 shares; 2025Q4: 4,573 shares 4,573 $1.03M 0.01% +1,260 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,412 shares; 2025Q1: 10,935 shares; 2025Q2: 12,178 shares; 2025Q3: 12,888 shares; 2025Q4: 28,592 shares 28,592 $1.03M 0.01% +15,704 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,714 shares; 2025Q1: 8,638 shares; 2025Q2: 8,918 shares; 2025Q3: 10,544 shares; 2025Q4: 14,685 shares 14,685 $1.03M 0.01% +4,141 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 717 shares; 2025Q2: 2,582 shares; 2025Q3: 5,624 shares; 2025Q4: 12,469 shares 12,469 $1.03M 0.01% +6,845 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: restricted; 2024Q4: 6,183 shares; 2025Q1: 13,972 shares; 2025Q2: 12,999 shares; 2025Q3: 14,892 shares; 2025Q4: 23,472 shares 23,472 $1.02M 0.01% +8,580 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: restricted; 2024Q4: 10,172 shares; 2025Q1: 12,030 shares; 2025Q2: 10,675 shares; 2025Q3: 10,870 shares; 2025Q4: 9,115 shares 9,115 $1.02M 0.01% -1,755 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,006 shares; 2025Q1: 6,011 shares; 2025Q2: 5,585 shares; 2025Q3: 5,812 shares; 2025Q4: 6,306 shares 6,306 $1.02M 0.01% +494 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,517 shares 15,517 $1.02M 0.01% new 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: restricted; 2024Q4: 9,182 shares; 2025Q1: 1,046 shares; 2025Q2: 666 shares; 2025Q3: 714 shares; 2025Q4: 22,153 shares 22,153 $1.02M 0.01% +21,439 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,197 shares; 2025Q1: 54,969 shares; 2025Q2: 24,879 shares; 2025Q3: 38,425 shares; 2025Q4: 39,409 shares 39,409 $1.01M 0.01% +984 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: restricted; 2024Q4: 1,390 shares; 2025Q1: 1,535 shares; 2025Q2: 3,578 shares; 2025Q3: 4,638 shares; 2025Q4: 5,981 shares 5,981 $1.01M 0.01% +1,343 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,917 shares; 2025Q1: 35,451 shares; 2025Q2: 22,952 shares; 2025Q3: 22,592 shares; 2025Q4: 22,494 shares 22,494 $1.01M 0.01% -98 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 9,184 shares; 2025Q2: 5,366 shares; 2025Q3: 35,227 shares; 2025Q4: 15,480 shares 15,480 $1.01M 0.01% -19,747 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 660 shares; 2025Q2: 801 shares; 2025Q3: 1,601 shares; 2025Q4: 12,392 shares 12,392 $1M 0.01% +10,791 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,201 shares; 2025Q4: 37,842 shares 37,842 $1M 0.01% +27,641 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,236 shares; 2025Q4: 57,282 shares 57,282 $1M 0.01% +2,046 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,647 shares; 2025Q1: 16,139 shares; 2025Q2: 16,223 shares; 2025Q3: 17,647 shares; 2025Q4: 22,434 shares 22,434 $999K 0.01% +4,787 Timeline MBND 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: restricted; 2024Q4: not reported; 2025Q1: 36,451 shares; 2025Q2: 36,451 shares; 2025Q3: 36,451 shares; 2025Q4: 36,451 shares 36,451 $997K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,639 shares; 2025Q1: 11,603 shares; 2025Q2: 36,119 shares; 2025Q3: 41,563 shares; 2025Q4: 54,588 shares 54,588 $995K 0.01% +13,025 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,459 shares; 2025Q1: 19,066 shares; 2025Q2: 18,684 shares; 2025Q3: 20,054 shares; 2025Q4: 25,899 shares 25,899 $994K 0.01% +5,845 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,759 shares; 2025Q1: 36,519 shares; 2025Q2: 44,416 shares; 2025Q3: 17,136 shares; 2025Q4: 16,887 shares 16,887 $992K 0.01% -249 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,815 shares; 2025Q1: 9,354 shares; 2025Q2: 9,171 shares; 2025Q3: 11,512 shares; 2025Q4: 13,183 shares 13,183 $991K 0.01% +1,671 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,367 shares; 2025Q1: 3,810 shares; 2025Q2: 3,830 shares; 2025Q3: 31,729 shares; 2025Q4: 44,570 shares 44,570 $984K 0.01% +12,841 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,177 shares; 2025Q2: 16,818 shares; 2025Q3: 16,956 shares; 2025Q4: 16,911 shares 16,911 $976K 0.01% -45 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,949 shares; 2025Q1: 8,771 shares; 2025Q2: 18,961 shares; 2025Q3: 22,450 shares; 2025Q4: 34,587 shares 34,587 $969K 0.01% +12,137 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,579 shares; 2025Q1: 6,112 shares; 2025Q2: 7,550 shares; 2025Q3: 9,846 shares; 2025Q4: 13,986 shares 13,986 $968K 0.01% +4,140 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8,256 shares; 2025Q4: 14,670 shares 14,670 $968K 0.01% +6,414 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: restricted; 2024Q4: 2,463 shares; 2025Q1: 1,928 shares; 2025Q2: 1,952 shares; 2025Q3: 16,367 shares; 2025Q4: 41,335 shares 41,335 $967K 0.01% +24,968 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,522 shares; 2025Q1: 7,949 shares; 2025Q2: 7,299 shares; 2025Q3: 8,270 shares; 2025Q4: 9,445 shares 9,445 $967K 0.01% +1,175 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,983 shares; 2025Q2: 8,908 shares; 2025Q3: 9,051 shares; 2025Q4: 9,276 shares 9,276 $964K 0.01% +225 Timeline FEM 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: restricted; 2024Q4: 1,052 shares; 2025Q1: 34,830 shares; 2025Q2: 35,031 shares; 2025Q3: 34,818 shares; 2025Q4: 35,044 shares 35,044 $958K 0.01% +226 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,509 shares; 2025Q1: 4,348 shares; 2025Q2: 10,771 shares; 2025Q3: 23,169 shares; 2025Q4: 36,445 shares 36,445 $954K 0.01% +13,276 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 554 shares; 2025Q2: 66,696 shares; 2025Q3: 85,012 shares; 2025Q4: 86,895 shares 86,895 $954K 0.01% +1,883 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 1,859 shares; 2025Q2: 2,866 shares; 2025Q3: 3,327 shares; 2025Q4: 3,307 shares 3,307 $953K 0.01% -20 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: restricted; 2024Q4: 1,758 shares; 2025Q1: 2,685 shares; 2025Q2: 4,077 shares; 2025Q3: 6,526 shares; 2025Q4: 22,231 shares 22,231 $950K 0.01% +15,705 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,650 shares; 2025Q1: 13,855 shares; 2025Q2: 12,579 shares; 2025Q3: 37,278 shares; 2025Q4: 76,410 shares 76,410 $950K 0.01% +39,132 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,204 shares; 2025Q1: 5,502 shares; 2025Q2: 7,602 shares; 2025Q3: 9,150 shares; 2025Q4: 12,876 shares 12,876 $949K 0.01% +3,726 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: restricted; 2024Q4: 7,663 shares; 2025Q1: 13,427 shares; 2025Q2: 9,977 shares; 2025Q3: 10,325 shares; 2025Q4: 11,740 shares 11,740 $948K 0.01% +1,415 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,591 shares; 2025Q1: 10,620 shares; 2025Q2: 20,012 shares; 2025Q3: 24,305 shares; 2025Q4: 13,331 shares 13,331 $946K 0.01% -10,974 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,349 shares; 2025Q4: 41,324 shares 41,324 $942K 0.01% +30,975 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,073 shares; 2025Q2: 14,227 shares; 2025Q3: 14,353 shares; 2025Q4: 13,691 shares 13,691 $941K 0.01% -662 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57,670 shares; 2025Q2: 56,756 shares; 2025Q3: 50,586 shares; 2025Q4: 35,215 shares 35,215 $941K 0.01% -15,371 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,988 shares; 2025Q2: 1,651 shares; 2025Q3: 4,444 shares; 2025Q4: 3,272 shares 3,272 $940K 0.01% -1,172 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 5,501 shares; 2025Q4: 35,413 shares 35,413 $939K 0.01% +29,912 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,438 shares; 2025Q1: 22,886 shares; 2025Q2: 25,920 shares; 2025Q3: 28,704 shares; 2025Q4: 23,187 shares 23,187 $937K 0.01% -5,517 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 581 shares; 2025Q4: 28,486 shares 28,486 $936K 0.01% +27,905 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 5,464 shares; 2025Q2: 6,117 shares; 2025Q3: 6,221 shares; 2025Q4: 14,516 shares 14,516 $934K 0.01% +8,295 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: restricted; 2024Q4: 277,580 shares; 2025Q1: 226,920 shares; 2025Q2: 153,785 shares; 2025Q3: 64,654 shares; 2025Q4: 25,667 shares 25,667 $929K 0.01% -38,987 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 44,706 shares; 2025Q3: 44,240 shares; 2025Q4: 43,900 shares 43,900 $926K 0.01% -340 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 589 shares; 2025Q1: 759 shares; 2025Q2: 1,423 shares; 2025Q3: 3,337 shares; 2025Q4: 4,749 shares 4,749 $923K 0.01% +1,412 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,659 shares; 2025Q1: 20,032 shares; 2025Q2: 36,196 shares; 2025Q3: 44,851 shares; 2025Q4: 53,457 shares 53,457 $922K 0.01% +8,606 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: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 11,807 shares; 2025Q3: 16,831 shares; 2025Q4: 54,475 shares 54,475 $922K 0.01% +37,644 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 98,332 shares; 2025Q4: 100,657 shares 100,657 $921K 0.01% +2,325 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,787 shares; 2025Q1: 6,333 shares; 2025Q2: 6,658 shares; 2025Q3: 13,408 shares; 2025Q4: 22,374 shares 22,374 $921K 0.01% +8,966 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares 10,710 $920K 0.01% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,491 shares; 2025Q4: 17,507 shares 17,507 $920K 0.01% +12,016 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: restricted; 2024Q4: not reported; 2025Q1: 40,454 shares; 2025Q2: 35,159 shares; 2025Q3: 24,806 shares; 2025Q4: 25,954 shares 25,954 $917K 0.01% +1,148 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: restricted; 2024Q4: 67,065 shares; 2025Q1: 37,930 shares; 2025Q2: 29,769 shares; 2025Q3: 17,439 shares; 2025Q4: 16,389 shares 16,389 $915K 0.01% -1,050 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,652 shares; 2025Q1: 7,223 shares; 2025Q2: 8,932 shares; 2025Q3: 8,319 shares; 2025Q4: 10,656 shares 10,656 $912K 0.01% +2,337 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: restricted; 2024Q4: 25,872 shares; 2025Q1: 31,572 shares; 2025Q2: 23,376 shares; 2025Q3: 23,305 shares; 2025Q4: 23,955 shares 23,955 $911K 0.01% +650 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,559 shares; 2025Q1: 3,748 shares; 2025Q2: 4,270 shares; 2025Q3: 3,697 shares; 2025Q4: 6,706 shares 6,706 $910K 0.01% +3,009 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: restricted; 2024Q4: 5,451 shares; 2025Q1: 7,300 shares; 2025Q2: 9,145 shares; 2025Q3: 9,187 shares; 2025Q4: 10,120 shares 10,120 $910K 0.01% +933 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: restricted; 2024Q4: not reported; 2025Q1: 27,664 shares; 2025Q2: 27,543 shares; 2025Q3: 26,740 shares; 2025Q4: 27,044 shares 27,044 $909K 0.01% +304 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,243 shares; 2025Q4: 9,012 shares 9,012 $909K 0.01% -1,231 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,298 shares; 2025Q1: 2,488 shares; 2025Q2: 2,922 shares; 2025Q3: 2,847 shares; 2025Q4: 3,582 shares 3,582 $908K 0.01% +735 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 18,007 shares; 2025Q4: 16,525 shares 16,525 $906K 0.01% -1,482 Timeline IMPERIAL PETE INC COM NEW IMPERIAL PETE INC COM NEW More: the full row for IMPERIAL PETE INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 139,028 shares; 2025Q2: 187,567 shares; 2025Q3: 267,258 shares; 2025Q4: 250,071 shares 250,071 $905K 0.01% -17,187 CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,824 shares; 2025Q1: 3,274 shares; 2025Q2: 5,838 shares; 2025Q3: 4,951 shares; 2025Q4: 5,542 shares 5,542 $905K 0.01% +591 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: restricted; 2024Q4: 801 shares; 2025Q1: 2,612 shares; 2025Q2: 3,036 shares; 2025Q3: 3,167 shares; 2025Q4: 3,029 shares 3,029 $904K 0.01% -138 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,417 shares; 2025Q1: 29,904 shares; 2025Q2: 42,060 shares; 2025Q3: 41,350 shares; 2025Q4: 40,353 shares 40,353 $899K 0.01% -997 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 250 shares; 2025Q2: 1,401 shares; 2025Q3: 3,366 shares; 2025Q4: 3,336 shares 3,336 $898K 0.01% -30 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,627 shares; 2025Q1: 2,726 shares; 2025Q2: 4,416 shares; 2025Q3: 3,684 shares; 2025Q4: 4,455 shares 4,455 $898K 0.01% +771 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,267 shares; 2025Q1: 2,614 shares; 2025Q2: 2,493 shares; 2025Q3: 3,931 shares; 2025Q4: 6,231 shares 6,231 $897K 0.01% +2,300 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,344 shares; 2025Q1: 13,542 shares; 2025Q2: 14,148 shares; 2025Q3: 17,775 shares; 2025Q4: 21,459 shares 21,459 $896K 0.01% +3,684 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 15,017 shares 15,017 $896K 0.01% +14,176 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 105 shares; 2025Q3: 45 shares; 2025Q4: 5,248 shares 5,248 $895K 0.01% +5,203 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: restricted; 2024Q4: 37 shares; 2025Q1: 10,093 shares; 2025Q2: 14,552 shares; 2025Q3: 15,966 shares; 2025Q4: 15,677 shares 15,677 $893K 0.01% -289 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,547 shares; 2025Q1: 9,424 shares; 2025Q2: 9,980 shares; 2025Q3: 17,426 shares; 2025Q4: 19,932 shares 19,932 $892K 0.01% +2,506 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,874 shares; 2025Q1: 2,344 shares; 2025Q2: 2,326 shares; 2025Q3: 3,002 shares; 2025Q4: 5,445 shares 5,445 $888K 0.01% +2,443 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,742 shares; 2025Q4: 19,676 shares 19,676 $886K 0.01% +7,934 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,217 shares; 2025Q2: 51,736 shares; 2025Q3: 60,977 shares; 2025Q4: 69,990 shares 69,990 $884K 0.01% +9,013 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 137 shares; 2025Q2: 50 shares; 2025Q3: 15,684 shares; 2025Q4: 29,977 shares 29,977 $882K 0.01% +14,293 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 32,843 shares; 2025Q3: 22,996 shares; 2025Q4: 49,459 shares 49,459 $882K 0.01% +26,463 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25,104 shares; 2025Q2: 25,948 shares; 2025Q3: 25,146 shares; 2025Q4: 25,861 shares 25,861 $881K 0.01% +715 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 25,034 shares 25,034 $881K 0.01% +22,541 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,983 shares; 2025Q1: 2,308 shares; 2025Q2: 2,306 shares; 2025Q3: 6,585 shares; 2025Q4: 6,446 shares 6,446 $880K 0.01% -139 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 16,587 shares; 2025Q2: 10,607 shares; 2025Q3: 12,764 shares; 2025Q4: 17,428 shares 17,428 $878K 0.01% +4,664 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,921 shares; 2025Q3: 22,231 shares; 2025Q4: 22,878 shares 22,878 $877K 0.01% +647 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,645 shares; 2025Q1: 9,594 shares; 2025Q2: 9,932 shares; 2025Q3: 11,303 shares; 2025Q4: 14,158 shares 14,158 $877K 0.01% +2,855 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,785 shares; 2025Q1: 15,319 shares; 2025Q2: 17,626 shares; 2025Q3: 21,943 shares; 2025Q4: 19,139 shares 19,139 $873K 0.01% -2,804 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,226 shares 58,226 $873K 0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 112 shares; 2025Q2: 3,477 shares; 2025Q3: 14,644 shares; 2025Q4: 12,967 shares 12,967 $870K 0.01% -1,677 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,534 shares; 2025Q1: 12,226 shares; 2025Q2: 22,923 shares; 2025Q3: 32,266 shares; 2025Q4: 22,439 shares 22,439 $869K 0.01% -9,827 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,929 shares; 2025Q2: 6,258 shares; 2025Q3: 6,587 shares; 2025Q4: 8,530 shares 8,530 $869K 0.01% +1,943 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 240 shares; 2025Q2: 341 shares; 2025Q3: 370 shares; 2025Q4: 402 shares 402 $864K 0.01% +32 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 111,283 shares; 2025Q2: 22,425 shares; 2025Q3: 15,905 shares; 2025Q4: 22,497 shares 22,497 $863K 0.01% +6,592 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: restricted; 2024Q4: 5,634 shares; 2025Q1: 5,634 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,199 shares 5,199 $862K 0.01% -136 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 435 shares; 2025Q2: 4,135 shares; 2025Q3: 4,567 shares; 2025Q4: 5,986 shares 5,986 $861K 0.01% +1,419 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 6,450 shares; 2025Q4: 16,523 shares 16,523 $859K 0.01% +10,073 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: restricted; 2024Q4: 1,397 shares; 2025Q1: 714 shares; 2025Q2: 615 shares; 2025Q3: 1,002 shares; 2025Q4: 1,552 shares 1,552 $858K 0.01% +550 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,391 shares; 2025Q1: 2,369 shares; 2025Q2: 2,081 shares; 2025Q3: 2,212 shares; 2025Q4: 2,522 shares 2,522 $857K 0.01% +310 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 4,162 shares; 2025Q4: 11,433 shares 11,433 $857K 0.01% +7,271 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,509 shares 5,509 $853K 0.01% new Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 7,002 shares; 2025Q2: 17,370 shares; 2025Q3: 16,595 shares; 2025Q4: 16,905 shares 16,905 $853K 0.01% +310 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: restricted; 2024Q4: 1,747 shares; 2025Q1: 2,246 shares; 2025Q2: 2,332 shares; 2025Q3: 2,917 shares; 2025Q4: 3,287 shares 3,287 $853K 0.01% +370 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 4,199 shares; 2025Q2: 4,751 shares; 2025Q3: 7,671 shares; 2025Q4: 6,416 shares 6,416 $850K 0.01% -1,255 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 754 shares; 2025Q1: 1,815 shares; 2025Q2: 2,250 shares; 2025Q3: 3,081 shares; 2025Q4: 3,385 shares 3,385 $850K 0.01% +304 Timeline FPA 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: restricted; 2024Q4: not reported; 2025Q1: 24,606 shares; 2025Q2: 23,931 shares; 2025Q3: 23,268 shares; 2025Q4: 22,644 shares 22,644 $846K 0.01% -624 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,102 shares; 2025Q1: 8,749 shares; 2025Q2: 17,495 shares; 2025Q3: 12,108 shares; 2025Q4: 12,108 shares 12,108 $845K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,705 shares; 2025Q1: 6,068 shares; 2025Q2: 6,325 shares; 2025Q3: 10,529 shares; 2025Q4: 11,634 shares 11,634 $843K 0.01% +1,105 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 8,641 shares; 2025Q2: 5,973 shares; 2025Q3: 5,982 shares; 2025Q4: 6,045 shares 6,045 $842K 0.01% +63 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 4,033 shares; 2025Q2: 4,438 shares; 2025Q3: 6,489 shares; 2025Q4: 8,763 shares 8,763 $841K 0.01% +2,274 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,945 shares; 2025Q1: 61,028 shares; 2025Q2: 33,503 shares; 2025Q3: 33,203 shares; 2025Q4: 40,173 shares 40,173 $839K 0.01% +6,970 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: 3,724 shares; 2025Q3: 9,683 shares; 2025Q4: 13,505 shares 13,505 $839K 0.01% +3,822 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 15,847 shares 15,847 $837K 0.01% +15,813 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 2,760 shares; 2025Q2: 16,321 shares; 2025Q3: 19,536 shares; 2025Q4: 31,996 shares 31,996 $837K 0.01% +12,460 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 764 shares; 2025Q1: 5,505 shares; 2025Q2: 8,722 shares; 2025Q3: 11,554 shares; 2025Q4: 12,415 shares 12,415 $836K 0.01% +861 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,844 shares; 2025Q1: 11,481 shares; 2025Q2: 14,529 shares; 2025Q3: 16,908 shares; 2025Q4: 32,539 shares 32,539 $833K 0.01% +15,631 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,588 shares; 2025Q1: 4,773 shares; 2025Q2: 5,382 shares; 2025Q3: 6,470 shares; 2025Q4: 10,026 shares 10,026 $832K 0.01% +3,556 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,094 shares; 2025Q1: 9,664 shares; 2025Q2: 10,943 shares; 2025Q3: 9,125 shares; 2025Q4: 15,721 shares 15,721 $831K 0.01% +6,596 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 6,679 shares; 2025Q2: 7,005 shares; 2025Q3: 7,368 shares; 2025Q4: 9,906 shares 9,906 $829K 0.01% +2,538 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: 4,002 shares; 2025Q2: 4,588 shares; 2025Q3: 4,684 shares; 2025Q4: 4,275 shares 4,275 $828K 0.01% -409 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,784 shares; 2025Q1: 29,663 shares; 2025Q2: 30,006 shares; 2025Q3: 30,759 shares; 2025Q4: 24,088 shares 24,088 $827K 0.01% -6,671 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: 7,619 shares; 2025Q3: 31,076 shares; 2025Q4: 31,076 shares 31,076 $827K 0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,302 shares; 2025Q1: 20,391 shares; 2025Q2: 11,921 shares; 2025Q3: 12,406 shares; 2025Q4: 12,884 shares 12,884 $826K 0.01% +478 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,381 shares; 2025Q2: 2,406 shares; 2025Q3: 2,889 shares; 2025Q4: 2,739 shares 2,739 $823K 0.01% -150 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: restricted; 2024Q4: 15,120 shares; 2025Q1: 9,909 shares; 2025Q2: 10,480 shares; 2025Q3: 9,975 shares; 2025Q4: 9,532 shares 9,532 $822K 0.01% -443 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: restricted; 2024Q4: 3,238 shares; 2025Q1: 4,023 shares; 2025Q2: 5,235 shares; 2025Q3: 6,283 shares; 2025Q4: 10,260 shares 10,260 $821K 0.01% +3,977 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: restricted; 2024Q4: 5,724 shares; 2025Q1: 5,806 shares; 2025Q2: 5,441 shares; 2025Q3: 6,588 shares; 2025Q4: 7,922 shares 7,922 $821K 0.01% +1,334 Timeline