CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,266 shares; 2025Q1: 9,536 shares; 2025Q2: 9,536 shares; 2025Q3: 6,019 shares; 2025Q4: 51,254 shares 51,254 $1.38M 0.03% +45,235 Timeline FEBW 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: 20,937 shares; 2024Q4: 17,312 shares; 2025Q1: 55,400 shares; 2025Q2: 58,665 shares; 2025Q3: 46,606 shares; 2025Q4: 40,538 shares 40,538 $1.38M 0.03% -6,068 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: 32,198 shares; 2024Q4: 26,900 shares; 2025Q1: 19,786 shares; 2025Q2: 19,843 shares; 2025Q3: 19,224 shares; 2025Q4: 17,646 shares 17,646 $1.37M 0.03% -1,578 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,867 shares 20,867 $1.36M 0.03% new 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: 19,159 shares; 2024Q4: 36,184 shares; 2025Q1: 118,881 shares; 2025Q2: 42,606 shares; 2025Q3: 44,425 shares; 2025Q4: 35,776 shares 35,776 $1.35M 0.03% -8,649 Timeline ISBA ISABELLA BK CORP More: the full row for ISABELLA BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,021 shares; 2025Q4: 27,021 shares 27,021 $1.35M 0.03% 0 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,219 shares; 2024Q4: 40,579 shares; 2025Q1: 38,324 shares; 2025Q2: 40,602 shares; 2025Q3: 31,545 shares; 2025Q4: 32,202 shares 32,202 $1.34M 0.03% +657 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 8,309 shares; 2025Q1: 8,051 shares; 2025Q2: 7,358 shares; 2025Q3: 9,125 shares; 2025Q4: 8,687 shares 8,687 $1.34M 0.03% -438 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,412 shares; 2024Q4: 20,170 shares; 2025Q1: 20,164 shares; 2025Q2: 20,507 shares; 2025Q3: 21,049 shares; 2025Q4: 20,134 shares 20,134 $1.34M 0.03% -915 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 10,812 shares; 2025Q1: 11,465 shares; 2025Q2: 10,957 shares; 2025Q3: 12,318 shares; 2025Q4: 13,724 shares 13,724 $1.32M 0.03% +1,406 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 3,103 shares; 2025Q1: 3,308 shares; 2025Q2: 11,982 shares; 2025Q3: 13,633 shares; 2025Q4: 14,640 shares 14,640 $1.32M 0.03% +1,007 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,075 shares; 2025Q1: 6,076 shares; 2025Q2: 5,775 shares; 2025Q3: 5,762 shares; 2025Q4: 6,252 shares 6,252 $1.32M 0.03% +490 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: 6,602 shares; 2024Q4: 5,806 shares; 2025Q1: 5,698 shares; 2025Q2: 5,767 shares; 2025Q3: 5,705 shares; 2025Q4: 6,364 shares 6,364 $1.31M 0.03% +659 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: 39,044 shares; 2024Q4: 31,796 shares; 2025Q1: 35,654 shares; 2025Q2: 37,411 shares; 2025Q3: 37,304 shares; 2025Q4: 31,627 shares 31,627 $1.31M 0.03% -5,677 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: 928 shares; 2024Q4: 2,098 shares; 2025Q1: 2,386 shares; 2025Q2: 2,390 shares; 2025Q3: 2,513 shares; 2025Q4: 14,193 shares 14,193 $1.31M 0.03% +11,680 Timeline MRGR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,758 shares; 2025Q4: 29,435 shares 29,435 $1.31M 0.03% -323 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 48,569 shares; 2025Q1: 38,752 shares; 2025Q2: 38,747 shares; 2025Q3: 36,077 shares; 2025Q4: 35,321 shares 35,321 $1.31M 0.03% -756 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074,353 shares; 2024Q4: 2,093,739 shares; 2025Q1: 1,888,115 shares; 2025Q2: 48,786 shares; 2025Q3: 34,659 shares; 2025Q4: 29,406 shares 29,406 $1.3M 0.03% -5,253 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,341 shares; 2024Q4: 37,874 shares; 2025Q1: 36,091 shares; 2025Q2: 32,953 shares; 2025Q3: 31,440 shares; 2025Q4: 35,286 shares 35,286 $1.3M 0.03% +3,846 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,679 shares; 2025Q4: 50,520 shares 50,520 $1.3M 0.03% +27,841 Timeline BSJT 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: 2,350 shares; 2024Q4: 27,751 shares; 2025Q1: 32,616 shares; 2025Q2: 38,755 shares; 2025Q3: 49,876 shares; 2025Q4: 60,226 shares 60,226 $1.3M 0.03% +10,350 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,513 shares; 2024Q4: 19,465 shares; 2025Q1: 18,544 shares; 2025Q2: 16,304 shares; 2025Q3: 26,277 shares; 2025Q4: 27,229 shares 27,229 $1.3M 0.03% +952 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: 24,598 shares; 2024Q4: 25,370 shares; 2025Q1: 30,732 shares; 2025Q2: 28,092 shares; 2025Q3: 29,021 shares; 2025Q4: 26,990 shares 26,990 $1.29M 0.03% -2,031 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: not reported; 2025Q4: 45,195 shares 45,195 $1.29M 0.03% new 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: 949 shares; 2024Q4: 964 shares; 2025Q1: 817 shares; 2025Q2: 723 shares; 2025Q3: 1,049 shares; 2025Q4: 21,842 shares 21,842 $1.28M 0.03% +20,793 Timeline XJUN 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: 56,448 shares; 2024Q4: 63,436 shares; 2025Q1: 54,517 shares; 2025Q2: 53,437 shares; 2025Q3: 45,692 shares; 2025Q4: 29,804 shares 29,804 $1.28M 0.03% -15,888 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: 14,460 shares; 2024Q4: 13,149 shares; 2025Q1: 17,649 shares; 2025Q2: 24,515 shares; 2025Q3: 27,465 shares; 2025Q4: 30,884 shares 30,884 $1.27M 0.03% +3,419 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: 21,970 shares; 2024Q4: 22,609 shares; 2025Q1: 21,744 shares; 2025Q2: 23,507 shares; 2025Q3: 25,338 shares; 2025Q4: 28,614 shares 28,614 $1.27M 0.03% +3,276 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 10,239 shares; 2025Q1: 9,886 shares; 2025Q2: 12,617 shares; 2025Q3: 10,302 shares; 2025Q4: 10,727 shares 10,727 $1.27M 0.03% +425 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: 6,564 shares; 2024Q4: 6,965 shares; 2025Q1: 6,787 shares; 2025Q2: 9,265 shares; 2025Q3: 10,541 shares; 2025Q4: 11,247 shares 11,247 $1.27M 0.03% +706 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,431 shares; 2024Q4: 14,074 shares; 2025Q1: 13,505 shares; 2025Q2: 12,784 shares; 2025Q3: 12,749 shares; 2025Q4: 15,044 shares 15,044 $1.27M 0.03% +2,295 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 11,915 shares; 2025Q1: 11,446 shares; 2025Q2: 11,398 shares; 2025Q3: 10,598 shares; 2025Q4: 10,590 shares 10,590 $1.26M 0.03% -8 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,204 shares; 2024Q4: 15,837 shares; 2025Q1: 15,321 shares; 2025Q2: 14,287 shares; 2025Q3: 13,229 shares; 2025Q4: 11,345 shares 11,345 $1.25M 0.03% -1,884 Timeline RSPF 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: 17,271 shares; 2024Q4: 16,949 shares; 2025Q1: 16,676 shares; 2025Q2: 16,597 shares; 2025Q3: 16,303 shares; 2025Q4: 15,818 shares 15,818 $1.24M 0.03% -485 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: 14,265 shares; 2024Q4: 12,946 shares; 2025Q1: 13,207 shares; 2025Q2: 10,411 shares; 2025Q3: 10,363 shares; 2025Q4: 10,490 shares 10,490 $1.23M 0.03% +127 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,622 shares; 2024Q4: 31,738 shares; 2025Q1: 31,290 shares; 2025Q2: 32,021 shares; 2025Q3: 30,090 shares; 2025Q4: 27,302 shares 27,302 $1.22M 0.02% -2,788 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,888 shares; 2024Q4: 26,793 shares; 2025Q1: 17,867 shares; 2025Q2: 22,970 shares; 2025Q3: 22,819 shares; 2025Q4: 25,510 shares 25,510 $1.22M 0.02% +2,691 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,838 shares; 2024Q4: 28,374 shares; 2025Q1: 27,844 shares; 2025Q2: 30,343 shares; 2025Q3: 30,038 shares; 2025Q4: 30,312 shares 30,312 $1.22M 0.02% +274 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,324 shares; 2025Q1: 6,324 shares; 2025Q2: 6,239 shares; 2025Q3: 26,418 shares; 2025Q4: 47,484 shares 47,484 $1.21M 0.02% +21,066 Timeline BSCR 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: 15,656 shares; 2024Q4: 57,162 shares; 2025Q1: 65,889 shares; 2025Q2: 67,311 shares; 2025Q3: 68,052 shares; 2025Q4: 61,288 shares 61,288 $1.21M 0.02% -6,764 Timeline EOCT 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: 1,236 shares; 2024Q4: 8,032 shares; 2025Q1: 8,852 shares; 2025Q2: 8,247 shares; 2025Q3: 390 shares; 2025Q4: 38,181 shares 38,181 $1.21M 0.02% +37,791 Timeline FFLG 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: 35,273 shares; 2024Q4: 36,831 shares; 2025Q1: 39,910 shares; 2025Q2: 43,184 shares; 2025Q3: 44,628 shares; 2025Q4: 40,245 shares 40,245 $1.2M 0.02% -4,383 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,204 shares; 2025Q1: 13,974 shares; 2025Q2: 13,928 shares; 2025Q3: 19,534 shares; 2025Q4: 21,539 shares 21,539 $1.2M 0.02% +2,005 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,974 shares; 2024Q4: 104,116 shares; 2025Q1: 107,466 shares; 2025Q2: 106,417 shares; 2025Q3: 108,135 shares; 2025Q4: 109,550 shares 109,550 $1.19M 0.02% +1,415 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,457 shares; 2025Q1: 3,474 shares; 2025Q2: 3,387 shares; 2025Q3: 4,167 shares; 2025Q4: 3,408 shares 3,408 $1.19M 0.02% -759 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 20,778 shares 20,778 $1.19M 0.02% +20,765 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: 1,560 shares; 2024Q4: 1,537 shares; 2025Q1: 1,521 shares; 2025Q2: 1,513 shares; 2025Q3: 1,550 shares; 2025Q4: 1,470 shares 1,470 $1.19M 0.02% -80 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 70,167 shares 70,167 $1.19M 0.02% +68,159 Timeline BSJS 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: 5,800 shares; 2024Q4: 44,942 shares; 2025Q1: 47,227 shares; 2025Q2: 48,227 shares; 2025Q3: 50,264 shares; 2025Q4: 53,902 shares 53,902 $1.19M 0.02% +3,638 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 8,873 shares; 2025Q1: 8,842 shares; 2025Q2: 8,903 shares; 2025Q3: 8,687 shares; 2025Q4: 8,659 shares 8,659 $1.18M 0.02% -28 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: 8,308 shares; 2024Q4: 8,138 shares; 2025Q1: 8,053 shares; 2025Q2: 6,958 shares; 2025Q3: 6,863 shares; 2025Q4: 6,955 shares 6,955 $1.18M 0.02% +92 Timeline QQMG 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: 23,862 shares; 2024Q4: 22,645 shares; 2025Q1: 23,364 shares; 2025Q2: 26,932 shares; 2025Q3: 28,028 shares; 2025Q4: 27,751 shares 27,751 $1.18M 0.02% -277 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,264 shares; 2024Q4: 41,505 shares; 2025Q1: 42,063 shares; 2025Q2: 39,824 shares; 2025Q3: 39,509 shares; 2025Q4: 38,705 shares 38,705 $1.16M 0.02% -804 Timeline DAUG 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: 25,129 shares; 2024Q4: 24,004 shares; 2025Q1: 22,729 shares; 2025Q2: 22,275 shares; 2025Q3: 25,473 shares; 2025Q4: 26,209 shares 26,209 $1.16M 0.02% +736 Timeline MUB 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: 21,426 shares; 2024Q4: 21,864 shares; 2025Q1: 17,088 shares; 2025Q2: 16,393 shares; 2025Q3: 11,148 shares; 2025Q4: 10,847 shares 10,847 $1.16M 0.02% -301 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,708 shares; 2025Q2: 33,935 shares; 2025Q3: 24,510 shares; 2025Q4: 24,314 shares 24,314 $1.15M 0.02% -196 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,407 shares; 2025Q1: 3,034 shares; 2025Q2: 3,121 shares; 2025Q3: 2,950 shares; 2025Q4: 4,356 shares 4,356 $1.15M 0.02% +1,406 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 8,465 shares; 2025Q4: 9,402 shares 9,402 $1.15M 0.02% +937 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 16,993 shares; 2025Q1: 18,178 shares; 2025Q2: 18,565 shares; 2025Q3: 19,195 shares; 2025Q4: 20,740 shares 20,740 $1.15M 0.02% +1,545 Timeline AUGW 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: 69,481 shares; 2024Q4: 68,461 shares; 2025Q1: 44,123 shares; 2025Q2: 21,382 shares; 2025Q3: 43,120 shares; 2025Q4: 35,168 shares 35,168 $1.14M 0.02% -7,952 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,230 shares; 2024Q4: 9,917 shares; 2025Q1: 9,025 shares; 2025Q2: 9,365 shares; 2025Q3: 9,394 shares; 2025Q4: 9,914 shares 9,914 $1.14M 0.02% +520 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 2,708 shares; 2025Q1: 8,550 shares; 2025Q2: 46,097 shares; 2025Q3: 58,312 shares; 2025Q4: 56,937 shares 56,937 $1.14M 0.02% -1,375 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,669 shares; 2024Q4: 13,763 shares; 2025Q1: 15,842 shares; 2025Q2: 17,580 shares; 2025Q3: 22,342 shares; 2025Q4: 25,535 shares 25,535 $1.14M 0.02% +3,193 Timeline FEMB 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: 9,683 shares; 2024Q4: 3,995 shares; 2025Q1: 4,589 shares; 2025Q2: 4,234 shares; 2025Q3: 23,405 shares; 2025Q4: 38,057 shares 38,057 $1.13M 0.02% +14,652 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: 82,187 shares; 2024Q4: 28,538 shares; 2025Q1: 25,480 shares; 2025Q2: 25,606 shares; 2025Q3: 25,659 shares; 2025Q4: 26,050 shares 26,050 $1.13M 0.02% +391 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: 3,584 shares; 2024Q4: 6,952 shares; 2025Q1: 9,410 shares; 2025Q2: 10,760 shares; 2025Q3: 8,512 shares; 2025Q4: 8,444 shares 8,444 $1.13M 0.02% -68 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: 9,385 shares; 2024Q4: 9,415 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,175 shares; 2025Q4: 9,583 shares 9,583 $1.13M 0.02% -592 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: 459 shares; 2024Q4: 6,735 shares; 2025Q1: 5,061 shares; 2025Q2: 4,906 shares; 2025Q3: 7,013 shares; 2025Q4: 11,161 shares 11,161 $1.13M 0.02% +4,148 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 4,830 shares; 2025Q2: 15,866 shares; 2025Q3: 17,589 shares; 2025Q4: 20,345 shares 20,345 $1.12M 0.02% +2,756 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 12,507 shares; 2025Q1: 11,868 shares; 2025Q2: 11,953 shares; 2025Q3: 11,780 shares; 2025Q4: 11,270 shares 11,270 $1.12M 0.02% -510 Timeline UFOX 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: 17,401 shares; 2024Q4: 17,409 shares; 2025Q1: 17,339 shares; 2025Q2: 17,255 shares; 2025Q3: 17,421 shares; 2025Q4: 17,408 shares 17,408 $1.11M 0.02% -13 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: 11,003 shares; 2024Q4: 13,191 shares; 2025Q1: 8,722 shares; 2025Q2: 8,249 shares; 2025Q3: 8,856 shares; 2025Q4: 8,504 shares 8,504 $1.11M 0.02% -352 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,306 shares; 2025Q1: 3,756 shares; 2025Q2: 4,339 shares; 2025Q3: 4,170 shares; 2025Q4: 4,795 shares 4,795 $1.1M 0.02% +625 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: 5,100 shares; 2024Q4: 5,099 shares; 2025Q1: 4,268 shares; 2025Q2: 3,605 shares; 2025Q3: 4,415 shares; 2025Q4: 4,891 shares 4,891 $1.1M 0.02% +476 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 14,387 shares; 2025Q1: 21,525 shares; 2025Q2: 24,026 shares; 2025Q3: 32,454 shares; 2025Q4: 33,420 shares 33,420 $1.09M 0.02% +966 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,694 shares; 2024Q4: 85,000 shares; 2025Q1: 50,177 shares; 2025Q2: 47,513 shares; 2025Q3: 33,283 shares; 2025Q4: 26,575 shares 26,575 $1.09M 0.02% -6,708 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: not reported; 2024Q4: not reported; 2025Q1: 34,390 shares; 2025Q2: 37,200 shares; 2025Q3: 37,348 shares; 2025Q4: 39,113 shares 39,113 $1.08M 0.02% +1,765 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,203 shares; 2025Q1: 2,618 shares; 2025Q2: 5,631 shares; 2025Q3: 5,754 shares; 2025Q4: 5,184 shares 5,184 $1.08M 0.02% -570 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 35,398 shares; 2025Q1: 35,586 shares; 2025Q2: 36,709 shares; 2025Q3: 41,262 shares; 2025Q4: 37,883 shares 37,883 $1.08M 0.02% -3,379 Timeline BSCS 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: 15,363 shares; 2024Q4: 43,264 shares; 2025Q1: 54,918 shares; 2025Q2: 55,208 shares; 2025Q3: 55,696 shares; 2025Q4: 52,350 shares 52,350 $1.08M 0.02% -3,346 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: 13,325 shares; 2024Q4: 16,464 shares; 2025Q1: 17,479 shares; 2025Q2: 17,860 shares; 2025Q3: 16,716 shares; 2025Q4: 15,049 shares 15,049 $1.08M 0.02% -1,667 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,490 shares; 2024Q4: 24,663 shares; 2025Q1: 36,855 shares; 2025Q2: 35,596 shares; 2025Q3: 36,196 shares; 2025Q4: 44,549 shares 44,549 $1.07M 0.02% +8,353 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,269 shares; 2025Q1: 5,461 shares; 2025Q2: 5,683 shares; 2025Q3: 4,756 shares; 2025Q4: 10,646 shares 10,646 $1.07M 0.02% +5,890 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,416 shares; 2024Q4: 60,153 shares; 2025Q1: 57,293 shares; 2025Q2: 54,119 shares; 2025Q3: 54,584 shares; 2025Q4: 55,908 shares 55,908 $1.07M 0.02% +1,324 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,719 shares; 2024Q4: 20,038 shares; 2025Q1: 23,136 shares; 2025Q2: 22,783 shares; 2025Q3: 25,023 shares; 2025Q4: 28,068 shares 28,068 $1.07M 0.02% +3,045 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,253 shares; 2025Q3: 43,574 shares; 2025Q4: 42,479 shares 42,479 $1.07M 0.02% -1,095 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 168 shares; 2025Q1: 102 shares; 2025Q2: 95 shares; 2025Q3: 51 shares; 2025Q4: 8,200 shares 8,200 $1.07M 0.02% +8,149 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 66 shares; 2025Q2: 59 shares; 2025Q3: 67 shares; 2025Q4: 2,547 shares 2,547 $1.06M 0.02% +2,480 Timeline TLT 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: 73,179 shares; 2024Q4: 59,277 shares; 2025Q1: 60,220 shares; 2025Q2: 52,457 shares; 2025Q3: 5,704 shares; 2025Q4: 12,167 shares 12,167 $1.06M 0.02% +6,463 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: 19,699 shares; 2024Q4: 19,582 shares; 2025Q1: 20,027 shares; 2025Q2: 19,609 shares; 2025Q3: 20,703 shares; 2025Q4: 21,739 shares 21,739 $1.05M 0.02% +1,036 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 10,743 shares; 2025Q1: 10,249 shares; 2025Q2: 9,644 shares; 2025Q3: 9,212 shares; 2025Q4: 9,645 shares 9,645 $1.05M 0.02% +433 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 2,877 shares; 2025Q1: 5,072 shares; 2025Q2: 9,857 shares; 2025Q3: 11,310 shares; 2025Q4: 8,094 shares 8,094 $1.04M 0.02% -3,216 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,063 shares; 2025Q4: 49,218 shares 49,218 $1.04M 0.02% +1,155 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 17,093 shares; 2025Q3: 21,269 shares; 2025Q4: 20,719 shares 20,719 $1.04M 0.02% -550 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,565 shares; 2025Q1: 2,890 shares; 2025Q2: 3,122 shares; 2025Q3: 10,978 shares; 2025Q4: 10,809 shares 10,809 $1.04M 0.02% -169 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 5,246 shares; 2025Q1: 6,672 shares; 2025Q2: 7,318 shares; 2025Q3: 8,062 shares; 2025Q4: 20,420 shares 20,420 $1.04M 0.02% +12,358 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 12,998 shares; 2025Q1: 13,506 shares; 2025Q2: 13,933 shares; 2025Q3: 13,397 shares; 2025Q4: 13,140 shares 13,140 $1.03M 0.02% -257 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: 20,057 shares; 2024Q4: 21,015 shares; 2025Q1: 20,359 shares; 2025Q2: 21,229 shares; 2025Q3: 21,015 shares; 2025Q4: 22,922 shares 22,922 $1.03M 0.02% +1,907 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,531 shares; 2025Q1: 1,691 shares; 2025Q2: 1,718 shares; 2025Q3: 4,274 shares; 2025Q4: 3,513 shares 3,513 $1.03M 0.02% -761 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: 930 shares; 2024Q4: 971 shares; 2025Q1: 2,238 shares; 2025Q2: 4,376 shares; 2025Q3: 4,554 shares; 2025Q4: 6,311 shares 6,311 $1.02M 0.02% +1,757 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: 3,113 shares; 2024Q4: 3,208 shares; 2025Q1: 3,127 shares; 2025Q2: 5,933 shares; 2025Q3: 8,574 shares; 2025Q4: 10,447 shares 10,447 $1.02M 0.02% +1,873 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 7,465 shares; 2025Q1: 6,291 shares; 2025Q2: 5,883 shares; 2025Q3: 5,916 shares; 2025Q4: 7,397 shares 7,397 $1.02M 0.02% +1,481 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,250 shares; 2025Q1: 22,620 shares; 2025Q2: 33,520 shares; 2025Q3: 34,660 shares; 2025Q4: 37,160 shares 37,160 $1.02M 0.02% +2,500 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,467 shares; 2025Q1: 1,337 shares; 2025Q2: 1,185 shares; 2025Q3: 1,176 shares; 2025Q4: 1,152 shares 1,152 $1.01M 0.02% -24 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,922 shares; 2024Q4: 16,898 shares; 2025Q1: 20,235 shares; 2025Q2: 22,126 shares; 2025Q3: 23,960 shares; 2025Q4: 19,544 shares 19,544 $1.01M 0.02% -4,416 Timeline FXG 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: 27,583 shares; 2024Q4: 21,653 shares; 2025Q1: 20,452 shares; 2025Q2: 20,030 shares; 2025Q3: 18,948 shares; 2025Q4: 16,659 shares 16,659 $1.01M 0.02% -2,289 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,674 shares; 2024Q4: 43,504 shares; 2025Q1: 42,938 shares; 2025Q2: 39,088 shares; 2025Q3: 38,062 shares; 2025Q4: 39,046 shares 39,046 $1.01M 0.02% +984 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,421 shares; 2025Q1: 3,021 shares; 2025Q2: 2,983 shares; 2025Q3: 3,135 shares; 2025Q4: 2,975 shares 2,975 $1M 0.02% -160 Timeline ETHO 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: 59,501 shares; 2024Q4: 59,990 shares; 2025Q1: 57,711 shares; 2025Q2: 57,982 shares; 2025Q3: 56,419 shares; 2025Q4: 15,220 shares 15,220 $994K 0.02% -41,199 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,754 shares; 2025Q1: 17,781 shares; 2025Q2: 24,484 shares; 2025Q3: 25,504 shares; 2025Q4: 25,391 shares 25,391 $993K 0.02% -113 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: 50,538 shares; 2024Q4: 47,236 shares; 2025Q1: 51,866 shares; 2025Q2: 52,042 shares; 2025Q3: 58,085 shares; 2025Q4: 61,724 shares 61,724 $993K 0.02% +3,639 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,625 shares; 2025Q2: 44,101 shares; 2025Q3: 46,066 shares; 2025Q4: 44,978 shares 44,978 $992K 0.02% -1,088 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,499 shares; 2024Q4: 59,985 shares; 2025Q1: 65,038 shares; 2025Q2: 67,025 shares; 2025Q3: 71,353 shares; 2025Q4: 72,680 shares 72,680 $989K 0.02% +1,327 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 1,888 shares; 2025Q1: 1,739 shares; 2025Q2: 1,677 shares; 2025Q3: 1,679 shares; 2025Q4: 2,819 shares 2,819 $988K 0.02% +1,140 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,730 shares; 2025Q4: 22,547 shares 22,547 $982K 0.02% +3,817 Timeline AFGR 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: 53,832 shares; 2024Q4: 75,078 shares; 2025Q1: 31,415 shares; 2025Q2: 27,315 shares; 2025Q3: 26,659 shares; 2025Q4: 27,656 shares 27,656 $980K 0.02% +997 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,785 shares; 2024Q4: 76,387 shares; 2025Q1: 91,784 shares; 2025Q2: 100,898 shares; 2025Q3: 106,950 shares; 2025Q4: 123,969 shares 123,969 $971K 0.02% +17,019 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,780 shares; 2024Q4: 18,167 shares; 2025Q1: 27,164 shares; 2025Q2: 30,488 shares; 2025Q3: 36,034 shares; 2025Q4: 37,945 shares 37,945 $966K 0.02% +1,911 Timeline TOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,210 shares 36,210 $961K 0.02% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,972 shares; 2025Q3: 24,803 shares; 2025Q4: 28,595 shares 28,595 $952K 0.02% +3,792 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: 9,615 shares; 2024Q4: 13,500 shares; 2025Q1: 29,040 shares; 2025Q2: 28,670 shares; 2025Q3: 28,140 shares; 2025Q4: 26,912 shares 26,912 $950K 0.02% -1,228 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: 14,007 shares; 2024Q4: 15,009 shares; 2025Q1: 26,576 shares; 2025Q2: 26,342 shares; 2025Q3: 20,258 shares; 2025Q4: 20,122 shares 20,122 $946K 0.02% -136 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: 76 shares; 2024Q4: 74 shares; 2025Q1: 17,052 shares; 2025Q2: 15,911 shares; 2025Q3: 16,691 shares; 2025Q4: 17,932 shares 17,932 $942K 0.02% +1,241 Timeline IAGG 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: 818 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 14,489 shares; 2025Q3: 17,962 shares; 2025Q4: 18,768 shares 18,768 $939K 0.02% +806 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,243 shares; 2024Q4: 9,265 shares; 2025Q1: 9,489 shares; 2025Q2: 8,640 shares; 2025Q3: 13,936 shares; 2025Q4: 10,697 shares 10,697 $937K 0.02% -3,239 Timeline UOCT 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: 14,562 shares; 2024Q4: 26,062 shares; 2025Q1: 25,357 shares; 2025Q2: 21,827 shares; 2025Q3: 21,827 shares; 2025Q4: 23,924 shares 23,924 $934K 0.02% +2,097 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,827 shares; 2025Q1: 6,980 shares; 2025Q2: 7,172 shares; 2025Q3: 7,514 shares; 2025Q4: 9,325 shares 9,325 $931K 0.02% +1,811 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: 8,046 shares; 2024Q4: 8,906 shares; 2025Q1: 9,000 shares; 2025Q2: 9,325 shares; 2025Q3: 10,035 shares; 2025Q4: 11,652 shares 11,652 $930K 0.02% +1,617 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,805 shares; 2024Q4: 9,926 shares; 2025Q1: 9,480 shares; 2025Q2: 9,443 shares; 2025Q3: 10,253 shares; 2025Q4: 10,038 shares 10,038 $923K 0.02% -215 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,694 shares; 2025Q1: 7,906 shares; 2025Q2: 7,940 shares; 2025Q3: 8,895 shares; 2025Q4: 8,921 shares 8,921 $919K 0.02% +26 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,797 shares; 2025Q1: 2,820 shares; 2025Q2: 2,668 shares; 2025Q3: 2,729 shares; 2025Q4: 2,818 shares 2,818 $913K 0.02% +89 Timeline TCAF 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: 3,513 shares; 2024Q4: 7,953 shares; 2025Q1: 16,541 shares; 2025Q2: 17,360 shares; 2025Q3: 18,401 shares; 2025Q4: 23,785 shares 23,785 $909K 0.02% +5,384 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,693 shares; 2024Q4: 13,734 shares; 2025Q1: 42,154 shares; 2025Q2: 46,854 shares; 2025Q3: 44,631 shares; 2025Q4: 44,631 shares 44,631 $905K 0.02% 0 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,107 shares; 2025Q1: 4,102 shares; 2025Q2: 4,102 shares; 2025Q3: 4,102 shares; 2025Q4: 4,102 shares 4,102 $905K 0.02% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 21,310 shares; 2025Q1: 28,403 shares; 2025Q2: 13,575 shares; 2025Q3: 15,284 shares; 2025Q4: 16,085 shares 16,085 $905K 0.02% +801 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 6,945 shares; 2025Q1: 6,993 shares; 2025Q2: 7,023 shares; 2025Q3: 7,280 shares; 2025Q4: 6,932 shares 6,932 $900K 0.02% -348 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: 36,526 shares; 2024Q4: 34,968 shares; 2025Q1: 47,189 shares; 2025Q2: 46,365 shares; 2025Q3: 51,184 shares; 2025Q4: 19,130 shares 19,130 $899K 0.02% -32,054 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 5,304 shares; 2025Q1: 16,135 shares; 2025Q2: 20,535 shares; 2025Q3: 24,009 shares; 2025Q4: 19,631 shares 19,631 $899K 0.02% -4,378 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 29,742 shares; 2025Q1: 29,348 shares; 2025Q2: 31,273 shares; 2025Q3: 33,023 shares; 2025Q4: 33,023 shares 33,023 $898K 0.02% 0 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: 13,980 shares; 2024Q4: 16,231 shares; 2025Q1: 14,465 shares; 2025Q2: 24,974 shares; 2025Q3: 25,184 shares; 2025Q4: 22,338 shares 22,338 $896K 0.02% -2,846 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,271 shares; 2025Q2: 9,759 shares; 2025Q3: 23,144 shares; 2025Q4: 35,300 shares 35,300 $895K 0.02% +12,156 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 4,616 shares; 2025Q1: 4,246 shares; 2025Q2: 4,071 shares; 2025Q3: 4,732 shares; 2025Q4: 4,859 shares 4,859 $895K 0.02% +127 Timeline DBEF 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: 3,735 shares; 2024Q4: 5,713 shares; 2025Q1: 14,809 shares; 2025Q2: 15,186 shares; 2025Q3: 17,133 shares; 2025Q4: 18,543 shares 18,543 $892K 0.02% +1,410 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 11,177 shares; 2025Q1: 9,854 shares; 2025Q2: 49,453 shares; 2025Q3: 23,133 shares; 2025Q4: 20,036 shares 20,036 $890K 0.02% -3,097 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,051 shares 46,051 $882K 0.02% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,916 shares; 2024Q4: 13,300 shares; 2025Q1: 13,747 shares; 2025Q2: 13,580 shares; 2025Q3: 12,680 shares; 2025Q4: 18,305 shares 18,305 $877K 0.02% +5,625 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: 2,350 shares; 2024Q4: 2,336 shares; 2025Q1: 2,315 shares; 2025Q2: 2,577 shares; 2025Q3: 2,579 shares; 2025Q4: 2,704 shares 2,704 $873K 0.02% +125 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 3,165 shares; 2025Q1: 3,343 shares; 2025Q2: 3,358 shares; 2025Q3: 8,238 shares; 2025Q4: 3,838 shares 3,838 $868K 0.02% -4,400 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: 30,847 shares; 2024Q4: 29,408 shares; 2025Q1: 25,588 shares; 2025Q2: 22,955 shares; 2025Q3: 19,188 shares; 2025Q4: 17,721 shares 17,721 $864K 0.02% -1,467 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,664 shares; 2025Q1: 5,852 shares; 2025Q2: 5,206 shares; 2025Q3: 6,364 shares; 2025Q4: 7,348 shares 7,348 $857K 0.02% +984 Timeline CBOJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,291 shares; 2025Q2: 40,673 shares; 2025Q3: 38,484 shares; 2025Q4: 35,616 shares 35,616 $857K 0.02% -2,868 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,725 shares; 2024Q4: 56,012 shares; 2025Q1: 62,293 shares; 2025Q2: 63,005 shares; 2025Q3: 67,911 shares; 2025Q4: 68,905 shares 68,905 $856K 0.02% +994 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,198 shares; 2024Q4: 48,459 shares; 2025Q1: 46,092 shares; 2025Q2: 42,882 shares; 2025Q3: 40,704 shares; 2025Q4: 38,774 shares 38,774 $854K 0.02% -1,930 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,189 shares; 2025Q1: 3,919 shares; 2025Q2: 2,966 shares; 2025Q3: 2,848 shares; 2025Q4: 3,881 shares 3,881 $851K 0.02% +1,033 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: 12,169 shares; 2024Q4: 24,812 shares; 2025Q1: 27,103 shares; 2025Q2: 21,094 shares; 2025Q3: 21,123 shares; 2025Q4: 19,333 shares 19,333 $849K 0.02% -1,790 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: 12,289 shares; 2024Q4: 12,848 shares; 2025Q1: 11,184 shares; 2025Q2: 10,918 shares; 2025Q3: 10,191 shares; 2025Q4: 10,376 shares 10,376 $844K 0.02% +185 Timeline JANH 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: 30,489 shares; 2024Q4: 29,859 shares; 2025Q1: 63,929 shares; 2025Q2: 57,346 shares; 2025Q3: 33,931 shares; 2025Q4: 34,101 shares 34,101 $840K 0.02% +170 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,723 shares; 2025Q1: 1,826 shares; 2025Q2: 1,871 shares; 2025Q3: 1,752 shares; 2025Q4: 1,644 shares 1,644 $839K 0.02% -108 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,715 shares; 2025Q2: 45,137 shares; 2025Q3: 45,096 shares; 2025Q4: 27,615 shares 27,615 $839K 0.02% -17,481 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,203 shares; 2025Q1: 2,206 shares; 2025Q2: 17,260 shares; 2025Q3: 22,281 shares; 2025Q4: 20,523 shares 20,523 $836K 0.02% -1,758 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 7,287 shares; 2025Q1: 6,874 shares; 2025Q2: 6,845 shares; 2025Q3: 6,802 shares; 2025Q4: 6,283 shares 6,283 $834K 0.02% -519 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 2,037 shares; 2025Q1: 1,978 shares; 2025Q2: 2,218 shares; 2025Q3: 2,228 shares; 2025Q4: 2,113 shares 2,113 $832K 0.02% -115 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 2,694 shares; 2025Q1: 4,012 shares; 2025Q2: 7,318 shares; 2025Q3: 9,084 shares; 2025Q4: 9,851 shares 9,851 $830K 0.02% +767 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,192 shares; 2024Q4: 20,620 shares; 2025Q1: 19,987 shares; 2025Q2: 22,985 shares; 2025Q3: 14,685 shares; 2025Q4: 15,526 shares 15,526 $830K 0.02% +841 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: 1,537 shares; 2024Q4: 1,426 shares; 2025Q1: 1,822 shares; 2025Q2: 1,528 shares; 2025Q3: 2,039 shares; 2025Q4: 5,079 shares 5,079 $828K 0.02% +3,040 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 21,216 shares; 2025Q1: 22,364 shares; 2025Q2: 23,574 shares; 2025Q3: 33,667 shares; 2025Q4: 34,797 shares 34,797 $824K 0.02% +1,130 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,261 shares; 2024Q4: 33,654 shares; 2025Q1: 25,299 shares; 2025Q2: 24,580 shares; 2025Q3: 18,249 shares; 2025Q4: 18,517 shares 18,517 $821K 0.02% +268 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,163 shares; 2024Q4: 70,136 shares; 2025Q1: 78,920 shares; 2025Q2: 96,248 shares; 2025Q3: 105,712 shares; 2025Q4: 109,642 shares 109,642 $816K 0.02% +3,930 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,950 shares; 2025Q2: 4,780 shares; 2025Q3: 8,253 shares; 2025Q4: 7,050 shares 7,050 $811K 0.02% -1,203 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,102 shares; 2024Q4: 28,522 shares; 2025Q1: 29,329 shares; 2025Q2: 32,820 shares; 2025Q3: 32,820 shares; 2025Q4: 24,512 shares 24,512 $810K 0.02% -8,308 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 3,624 shares; 2025Q1: 4,588 shares; 2025Q2: 4,276 shares; 2025Q3: 4,233 shares; 2025Q4: 4,236 shares 4,236 $810K 0.02% +3 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 3,376 shares; 2025Q1: 4,230 shares; 2025Q2: 8,102 shares; 2025Q3: 10,490 shares; 2025Q4: 11,319 shares 11,319 $807K 0.02% +829 Timeline LGLV 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: 2,812 shares; 2024Q4: 4,397 shares; 2025Q1: 4,115 shares; 2025Q2: 4,237 shares; 2025Q3: 4,517 shares; 2025Q4: 4,593 shares 4,593 $806K 0.02% +76 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,683 shares; 2025Q1: 3,037 shares; 2025Q2: 3,142 shares; 2025Q3: 4,027 shares; 2025Q4: 4,527 shares 4,527 $804K 0.02% +500 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,456 shares; 2024Q4: 28,156 shares; 2025Q1: 39,382 shares; 2025Q2: 29,547 shares; 2025Q3: 27,730 shares; 2025Q4: 29,166 shares 29,166 $803K 0.02% +1,436 Timeline PMIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,900 shares; 2025Q4: 15,730 shares 15,730 $802K 0.02% -1,170 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: 10,064 shares; 2024Q4: 11,793 shares; 2025Q1: 11,703 shares; 2025Q2: 12,013 shares; 2025Q3: 12,284 shares; 2025Q4: 11,928 shares 11,928 $801K 0.02% -356 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 51,856 shares; 2025Q1: 19,140 shares; 2025Q2: 17,864 shares; 2025Q3: 31,674 shares; 2025Q4: 25,026 shares 25,026 $799K 0.02% -6,648 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: 5,260 shares; 2024Q4: 12,790 shares; 2025Q1: 18,624 shares; 2025Q2: 22,193 shares; 2025Q3: 25,778 shares; 2025Q4: 25,276 shares 25,276 $796K 0.02% -502 Timeline BSCQ 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: 17,126 shares; 2024Q4: 52,520 shares; 2025Q1: 57,518 shares; 2025Q2: 58,793 shares; 2025Q3: 59,405 shares; 2025Q4: 40,378 shares 40,378 $790K 0.02% -19,027 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 23,719 shares; 2025Q1: 23,469 shares; 2025Q2: 23,658 shares; 2025Q3: 23,466 shares; 2025Q4: 23,475 shares 23,475 $787K 0.02% +9 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,045 shares; 2024Q4: 24,486 shares; 2025Q1: 26,527 shares; 2025Q2: 15,037 shares; 2025Q3: 17,818 shares; 2025Q4: 18,226 shares 18,226 $787K 0.02% +408 Timeline PNQI 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: 2,390 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,596 shares; 2025Q3: 13,460 shares; 2025Q4: 14,587 shares 14,587 $787K 0.02% +1,127 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,951 shares; 2024Q4: 51,076 shares; 2025Q1: 51,076 shares; 2025Q2: 51,076 shares; 2025Q3: 80,866 shares; 2025Q4: 96,870 shares 96,870 $786K 0.02% +16,004 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,246 shares; 2025Q1: 5,273 shares; 2025Q2: 5,609 shares; 2025Q3: 7,433 shares; 2025Q4: 7,359 shares 7,359 $785K 0.02% -74 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: 60,090 shares; 2024Q4: 46,293 shares; 2025Q1: 29,465 shares; 2025Q2: 31,368 shares; 2025Q3: 27,616 shares; 2025Q4: 23,401 shares 23,401 $781K 0.02% -4,215 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 6,438 shares; 2025Q1: 6,115 shares; 2025Q2: 5,958 shares; 2025Q3: 5,960 shares; 2025Q4: 6,208 shares 6,208 $780K 0.02% +248 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 11,015 shares; 2025Q1: 5,975 shares; 2025Q2: 5,560 shares; 2025Q3: 5,379 shares; 2025Q4: 5,479 shares 5,479 $779K 0.02% +100 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: 17 shares; 2024Q4: 21 shares; 2025Q1: 25 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 4,316 shares 4,316 $779K 0.02% +4,237 Timeline NXTG 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: 8,913 shares; 2024Q4: 8,457 shares; 2025Q1: 7,852 shares; 2025Q2: 7,697 shares; 2025Q3: 7,518 shares; 2025Q4: 7,216 shares 7,216 $778K 0.02% -302 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 189 shares; 2025Q1: 103 shares; 2025Q2: 107 shares; 2025Q3: 504 shares; 2025Q4: 3,734 shares 3,734 $776K 0.02% +3,230 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,612 shares; 2024Q4: 7,818 shares; 2025Q1: 7,607 shares; 2025Q2: 7,596 shares; 2025Q3: 7,620 shares; 2025Q4: 7,750 shares 7,750 $774K 0.02% +130 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: 22,165 shares; 2024Q4: 26,109 shares; 2025Q1: 26,608 shares; 2025Q2: 20,461 shares; 2025Q3: 24,972 shares; 2025Q4: 17,703 shares 17,703 $774K 0.02% -7,269 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,868 shares; 2024Q4: 4,702 shares; 2025Q1: 4,627 shares; 2025Q2: 5,173 shares; 2025Q3: 6,333 shares; 2025Q4: 7,582 shares 7,582 $771K 0.02% +1,249 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,159 shares; 2025Q3: 11,540 shares; 2025Q4: 15,430 shares 15,430 $769K 0.02% +3,890 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,347 shares; 2025Q1: 2,381 shares; 2025Q2: 2,479 shares; 2025Q3: 2,742 shares; 2025Q4: 3,870 shares 3,870 $763K 0.02% +1,128 Timeline JPME 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: 6,689 shares; 2024Q4: 6,863 shares; 2025Q1: 6,722 shares; 2025Q2: 6,754 shares; 2025Q3: 6,938 shares; 2025Q4: 7,019 shares 7,019 $763K 0.02% +81 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 28,553 shares; 2025Q1: 41,684 shares; 2025Q2: 42,292 shares; 2025Q3: 42,670 shares; 2025Q4: 40,435 shares 40,435 $762K 0.02% -2,235 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,290 shares; 2024Q4: 63,710 shares; 2025Q1: 47,846 shares; 2025Q2: 16,764 shares; 2025Q3: 12,568 shares; 2025Q4: 10,460 shares 10,460 $760K 0.02% -2,108 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,618 shares; 2025Q2: 4,197 shares; 2025Q3: 3,716 shares; 2025Q4: 4,129 shares 4,129 $759K 0.02% +413 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,169 shares; 2024Q4: 19,106 shares; 2025Q1: 18,823 shares; 2025Q2: 18,746 shares; 2025Q3: 20,644 shares; 2025Q4: 32,006 shares 32,006 $759K 0.02% +11,362 Timeline BBJP 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: 10,579 shares; 2024Q4: 11,521 shares; 2025Q1: 11,477 shares; 2025Q2: 11,432 shares; 2025Q3: 11,740 shares; 2025Q4: 11,445 shares 11,445 $754K 0.02% -295 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,696 shares; 2025Q1: 3,760 shares; 2025Q2: 3,228 shares; 2025Q3: 3,093 shares; 2025Q4: 3,053 shares 3,053 $752K 0.02% -40 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: 34,307 shares; 2024Q4: 31,023 shares; 2025Q1: 34,021 shares; 2025Q2: 28,423 shares; 2025Q3: 27,309 shares; 2025Q4: 21,801 shares 21,801 $749K 0.02% -5,508 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,690 shares; 2025Q1: 23,646 shares; 2025Q2: 25,157 shares; 2025Q3: 27,141 shares; 2025Q4: 25,456 shares 25,456 $745K 0.02% -1,685 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: 4,215 shares; 2024Q4: 3,486 shares; 2025Q1: 3,948 shares; 2025Q2: 3,977 shares; 2025Q3: 4,068 shares; 2025Q4: 4,009 shares 4,009 $744K 0.02% -59 Timeline AUGT 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: 27,730 shares; 2024Q4: 28,467 shares; 2025Q1: 22,868 shares; 2025Q2: 17,252 shares; 2025Q3: 22,890 shares; 2025Q4: 20,847 shares 20,847 $743K 0.02% -2,043 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 129,596 shares; 2025Q1: 135,865 shares; 2025Q2: 136,165 shares; 2025Q3: 136,514 shares; 2025Q4: 137,311 shares 137,311 $741K 0.02% +797 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 6,851 shares; 2025Q1: 11,344 shares; 2025Q2: 12,434 shares; 2025Q3: 14,968 shares; 2025Q4: 15,710 shares 15,710 $740K 0.02% +742 Timeline FCEF 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: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 3,890 shares; 2025Q3: 15,720 shares; 2025Q4: 32,210 shares 32,210 $740K 0.02% +16,490 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 40,089 shares; 2025Q1: 43,202 shares; 2025Q2: 49,370 shares; 2025Q3: 52,638 shares; 2025Q4: 58,315 shares 58,315 $738K 0.01% +5,677 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 7,379 shares; 2025Q2: 8,108 shares; 2025Q3: 8,140 shares; 2025Q4: 8,779 shares 8,779 $733K 0.01% +639 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 442 shares; 2025Q1: 397 shares; 2025Q2: 453 shares; 2025Q3: 625 shares; 2025Q4: 685 shares 685 $733K 0.01% +60 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: 7,345 shares; 2024Q4: 8,180 shares; 2025Q1: 8,512 shares; 2025Q2: 7,878 shares; 2025Q3: 8,224 shares; 2025Q4: 7,473 shares 7,473 $730K 0.01% -751 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,357 shares; 2024Q4: 20,983 shares; 2025Q1: 21,466 shares; 2025Q2: 19,503 shares; 2025Q3: 15,107 shares; 2025Q4: 14,239 shares 14,239 $730K 0.01% -868 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: 25,593 shares; 2024Q4: 46,466 shares; 2025Q1: 28,275 shares; 2025Q2: 45,812 shares; 2025Q3: 45,976 shares; 2025Q4: 51,350 shares 51,350 $728K 0.01% +5,374 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: 7,945 shares; 2024Q4: 8,210 shares; 2025Q1: 8,302 shares; 2025Q2: 8,857 shares; 2025Q3: 9,205 shares; 2025Q4: 9,161 shares 9,161 $728K 0.01% -44 Timeline FFSM 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: 21,616 shares; 2024Q4: 21,988 shares; 2025Q1: 21,853 shares; 2025Q2: 23,088 shares; 2025Q3: 24,094 shares; 2025Q4: 23,707 shares 23,707 $728K 0.01% -387 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,035 shares; 2025Q2: 47,038 shares; 2025Q3: 42,642 shares; 2025Q4: 26,865 shares 26,865 $725K 0.01% -15,777 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: 4,844 shares; 2024Q4: 7,967 shares; 2025Q1: 11,348 shares; 2025Q2: 11,992 shares; 2025Q3: 12,163 shares; 2025Q4: 17,594 shares 17,594 $723K 0.01% +5,431 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 5,117 shares; 2025Q2: 5,639 shares; 2025Q3: 5,662 shares; 2025Q4: 6,325 shares 6,325 $720K 0.01% +663 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,127 shares; 2025Q2: 16,246 shares; 2025Q3: 28,536 shares; 2025Q4: 30,897 shares 30,897 $715K 0.01% +2,361 Timeline NVBT 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: 2,490 shares; 2024Q4: 11,332 shares; 2025Q1: 7,710 shares; 2025Q2: 6,510 shares; 2025Q3: 4,111 shares; 2025Q4: 19,313 shares 19,313 $712K 0.01% +15,202 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,534 shares; 2024Q4: 74,762 shares; 2025Q1: 72,986 shares; 2025Q2: 72,964 shares; 2025Q3: 73,174 shares; 2025Q4: 71,126 shares 71,126 $709K 0.01% -2,048 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,851 shares; 2025Q1: 5,018 shares; 2025Q2: 5,245 shares; 2025Q3: 5,420 shares; 2025Q4: 5,479 shares 5,479 $708K 0.01% +59 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: 23,051 shares; 2024Q4: 23,845 shares; 2025Q1: 26,943 shares; 2025Q2: 27,009 shares; 2025Q3: 26,606 shares; 2025Q4: 25,708 shares 25,708 $707K 0.01% -898 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: 4,407 shares; 2024Q4: 4,772 shares; 2025Q1: 4,670 shares; 2025Q2: 4,755 shares; 2025Q3: 4,748 shares; 2025Q4: 4,344 shares 4,344 $706K 0.01% -404 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 17,101 shares; 2025Q4: 31,519 shares 31,519 $700K 0.01% +14,418 Timeline TDVG 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: 6,669 shares; 2024Q4: 7,948 shares; 2025Q1: 10,851 shares; 2025Q2: 13,938 shares; 2025Q3: 14,834 shares; 2025Q4: 15,501 shares 15,501 $697K 0.01% +667 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: 26,773 shares; 2024Q4: 28,046 shares; 2025Q1: 16,944 shares; 2025Q2: 27,008 shares; 2025Q3: 25,354 shares; 2025Q4: 23,945 shares 23,945 $696K 0.01% -1,409 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: 32,970 shares; 2024Q4: 33,653 shares; 2025Q1: 21,012 shares; 2025Q2: 19,247 shares; 2025Q3: 20,899 shares; 2025Q4: 21,068 shares 21,068 $695K 0.01% +169 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,539 shares; 2024Q4: 63,399 shares; 2025Q1: 61,969 shares; 2025Q2: 62,132 shares; 2025Q3: 25,750 shares; 2025Q4: 23,908 shares 23,908 $695K 0.01% -1,842 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: not reported; 2024Q4: 239 shares; 2025Q1: 60,568 shares; 2025Q2: 59,729 shares; 2025Q3: 15,836 shares; 2025Q4: 15,855 shares 15,855 $693K 0.01% +19 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: 2,339 shares; 2024Q4: 2,498 shares; 2025Q1: 2,587 shares; 2025Q2: 2,548 shares; 2025Q3: 2,197 shares; 2025Q4: 24,666 shares 24,666 $691K 0.01% +22,469 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: 499 shares; 2024Q4: 499 shares; 2025Q1: 3,342 shares; 2025Q2: 3,142 shares; 2025Q3: 3,481 shares; 2025Q4: 4,049 shares 4,049 $686K 0.01% +568 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 14,270 shares; 2025Q1: 15,005 shares; 2025Q2: 21,979 shares; 2025Q3: 21,979 shares; 2025Q4: 23,248 shares 23,248 $680K 0.01% +1,269 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,668 shares; 2025Q1: 1,455 shares; 2025Q2: 1,448 shares; 2025Q3: 1,975 shares; 2025Q4: 2,642 shares 2,642 $679K 0.01% +667 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 28,393 shares; 2025Q2: 28,028 shares; 2025Q3: 33,223 shares; 2025Q4: 38,418 shares 38,418 $678K 0.01% +5,195 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 9,370 shares 9,370 $675K 0.01% +9,303 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,684 shares; 2024Q4: 30,082 shares; 2025Q1: 31,118 shares; 2025Q2: 31,775 shares; 2025Q3: 32,912 shares; 2025Q4: 21,010 shares 21,010 $674K 0.01% -11,902 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 10,948 shares; 2025Q1: 16,373 shares; 2025Q2: 4,418 shares; 2025Q3: 5,971 shares; 2025Q4: 20,721 shares 20,721 $673K 0.01% +14,750 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: 2,503 shares; 2024Q4: 2,517 shares; 2025Q1: 3,748 shares; 2025Q2: 3,755 shares; 2025Q3: 3,234 shares; 2025Q4: 3,228 shares 3,228 $672K 0.01% -6 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: 3,105 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,977 shares; 2025Q3: 2,939 shares; 2025Q4: 3,213 shares 3,213 $661K 0.01% +274 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: not reported; 2024Q4: 21,107 shares; 2025Q1: 34,434 shares; 2025Q2: 34,774 shares; 2025Q3: 39,173 shares; 2025Q4: 39,016 shares 39,016 $660K 0.01% -157 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,485 shares; 2025Q1: 6,431 shares; 2025Q2: 6,306 shares; 2025Q3: 6,202 shares; 2025Q4: 6,317 shares 6,317 $658K 0.01% +115 Timeline FELV 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: 10,354 shares; 2024Q4: 13,904 shares; 2025Q1: 15,578 shares; 2025Q2: 15,812 shares; 2025Q3: 16,900 shares; 2025Q4: 18,912 shares 18,912 $655K 0.01% +2,012 Timeline SIXO 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: 8,307 shares; 2024Q4: 15,427 shares; 2025Q1: 15,813 shares; 2025Q2: 17,320 shares; 2025Q3: 17,314 shares; 2025Q4: 18,856 shares 18,856 $655K 0.01% +1,542 Timeline PCEF 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: 6,836 shares; 2024Q4: 6,884 shares; 2025Q1: 6,934 shares; 2025Q2: 6,574 shares; 2025Q3: 31,856 shares; 2025Q4: 32,762 shares 32,762 $651K 0.01% +906 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: 26,481 shares; 2024Q4: 16,901 shares; 2025Q1: 15,324 shares; 2025Q2: 15,323 shares; 2025Q3: 15,010 shares; 2025Q4: 12,374 shares 12,374 $651K 0.01% -2,636 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,535 shares; 2025Q1: 7,892 shares; 2025Q2: 30,528 shares; 2025Q3: 19,031 shares; 2025Q4: 19,090 shares 19,090 $647K 0.01% +59 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,957 shares; 2024Q4: 88,793 shares; 2025Q1: 40,172 shares; 2025Q2: 50,007 shares; 2025Q3: 38,458 shares; 2025Q4: 16,033 shares 16,033 $647K 0.01% -22,425 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: 7,246 shares; 2024Q4: 7,279 shares; 2025Q1: 7,289 shares; 2025Q2: 7,528 shares; 2025Q3: 7,525 shares; 2025Q4: 4,997 shares 4,997 $644K 0.01% -2,528 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,676 shares; 2025Q1: 1,696 shares; 2025Q2: 1,652 shares; 2025Q3: 1,600 shares; 2025Q4: 1,509 shares 1,509 $643K 0.01% -91 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: 15,252 shares; 2024Q4: 14,361 shares; 2025Q1: 12,542 shares; 2025Q2: 10,953 shares; 2025Q3: 10,302 shares; 2025Q4: 10,336 shares 10,336 $642K 0.01% +34 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: 15,433 shares; 2024Q4: 14,870 shares; 2025Q1: 9,872 shares; 2025Q2: 9,389 shares; 2025Q3: 9,173 shares; 2025Q4: 12,130 shares 12,130 $641K 0.01% +2,957 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 6,685 shares; 2025Q1: 6,634 shares; 2025Q2: 6,587 shares; 2025Q3: 6,878 shares; 2025Q4: 6,661 shares 6,661 $641K 0.01% -217 Timeline FAB 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: 7,896 shares; 2024Q4: 7,748 shares; 2025Q1: 7,749 shares; 2025Q2: 7,501 shares; 2025Q3: 7,502 shares; 2025Q4: 7,142 shares 7,142 $637K 0.01% -360 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,190 shares 33,190 $636K 0.01% new Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,421 shares; 2025Q4: 17,411 shares 17,411 $636K 0.01% +7,990 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 176 shares; 2025Q1: 795 shares; 2025Q2: 2,446 shares; 2025Q3: 3,867 shares; 2025Q4: 3,812 shares 3,812 $634K 0.01% -55 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,664 shares; 2024Q4: 68,143 shares; 2025Q1: 55,960 shares; 2025Q2: 97,954 shares; 2025Q3: 86,434 shares; 2025Q4: 22,100 shares 22,100 $633K 0.01% -64,334 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 21,677 shares; 2025Q1: 21,201 shares; 2025Q2: 20,430 shares; 2025Q3: 19,371 shares; 2025Q4: 17,760 shares 17,760 $632K 0.01% -1,611 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,394 shares; 2025Q2: 28,894 shares; 2025Q3: 28,894 shares; 2025Q4: 28,294 shares 28,294 $630K 0.01% -600 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,269 shares; 2024Q4: 63,338 shares; 2025Q1: 54,205 shares; 2025Q2: 24,697 shares; 2025Q3: 24,162 shares; 2025Q4: 37,465 shares 37,465 $627K 0.01% +13,303 Timeline LGOV 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: 380,553 shares; 2024Q4: 409,842 shares; 2025Q1: 391,445 shares; 2025Q2: 383,976 shares; 2025Q3: 28,045 shares; 2025Q4: 28,724 shares 28,724 $627K 0.01% +679 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: 2,093 shares; 2024Q4: 2,109 shares; 2025Q1: 2,117 shares; 2025Q2: 2,139 shares; 2025Q3: 2,169 shares; 2025Q4: 2,071 shares 2,071 $626K 0.01% -98 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 5,091 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 1,499 shares; 2025Q4: 15,878 shares 15,878 $624K 0.01% +14,379 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,584 shares; 2024Q4: 19,414 shares; 2025Q1: 13,173 shares; 2025Q2: 11,892 shares; 2025Q3: 11,892 shares; 2025Q4: 13,247 shares 13,247 $623K 0.01% +1,355 Timeline RFV 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: 5,286 shares; 2024Q4: 6,511 shares; 2025Q1: 5,972 shares; 2025Q2: 5,281 shares; 2025Q3: 5,291 shares; 2025Q4: 4,876 shares 4,876 $623K 0.01% -415 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: 15,141 shares; 2025Q1: 13,480 shares; 2025Q2: 12,819 shares; 2025Q3: 13,378 shares; 2025Q4: 14,284 shares 14,284 $620K 0.01% +906 Timeline HYXF 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: 32,121 shares; 2024Q4: 32,525 shares; 2025Q1: 32,055 shares; 2025Q2: 32,491 shares; 2025Q3: 31,316 shares; 2025Q4: 13,089 shares 13,089 $619K 0.01% -18,227 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: 11,200 shares; 2024Q4: 11,203 shares; 2025Q1: 9,179 shares; 2025Q2: 9,178 shares; 2025Q3: 9,200 shares; 2025Q4: 7,422 shares 7,422 $616K 0.01% -1,778 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,134 shares; 2025Q1: 12,560 shares; 2025Q2: 14,856 shares; 2025Q3: 22,593 shares; 2025Q4: 27,477 shares 27,477 $615K 0.01% +4,884 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 2,554 shares; 2025Q1: 2,515 shares; 2025Q2: 2,642 shares; 2025Q3: 3,636 shares; 2025Q4: 4,192 shares 4,192 $614K 0.01% +556 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,921 shares; 2024Q4: 28,921 shares; 2025Q1: 55,047 shares; 2025Q2: 59,228 shares; 2025Q3: 62,242 shares; 2025Q4: 61,150 shares 61,150 $611K 0.01% -1,092 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,929 shares; 2024Q4: 24,399 shares; 2025Q1: 22,038 shares; 2025Q2: 24,886 shares; 2025Q3: 28,735 shares; 2025Q4: 31,875 shares 31,875 $608K 0.01% +3,140 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 21,027 shares; 2025Q1: 31,566 shares; 2025Q2: 43,657 shares; 2025Q3: 51,725 shares; 2025Q4: 52,237 shares 52,237 $608K 0.01% +512 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,845 shares; 2024Q4: 108,121 shares; 2025Q1: 71,944 shares; 2025Q2: 7,284 shares; 2025Q3: 6,450 shares; 2025Q4: 8,412 shares 8,412 $606K 0.01% +1,962 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 4,491 shares; 2025Q1: 9,471 shares; 2025Q2: 14,901 shares; 2025Q3: 22,585 shares; 2025Q4: 24,218 shares 24,218 $606K 0.01% +1,633 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 4,681 shares; 2025Q1: 5,172 shares; 2025Q2: 10,525 shares; 2025Q3: 10,634 shares; 2025Q4: 10,490 shares 10,490 $605K 0.01% -144 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,813 shares; 2024Q4: 16,722 shares; 2025Q1: 14,571 shares; 2025Q2: 13,977 shares; 2025Q3: 15,159 shares; 2025Q4: 15,491 shares 15,491 $604K 0.01% +332 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,263 shares; 2024Q4: 17,058 shares; 2025Q1: 16,051 shares; 2025Q2: 16,162 shares; 2025Q3: 13,926 shares; 2025Q4: 12,633 shares 12,633 $604K 0.01% -1,293 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 393 shares; 2025Q1: 441 shares; 2025Q2: 452 shares; 2025Q3: 457 shares; 2025Q4: 496 shares 496 $603K 0.01% +39 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1,000 shares; 2025Q3: 25,090 shares; 2025Q4: 45,874 shares 45,874 $603K 0.01% +20,784 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,012 shares; 2025Q1: 1,114 shares; 2025Q2: 1,819 shares; 2025Q3: 2,418 shares; 2025Q4: 2,936 shares 2,936 $602K 0.01% +518 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,252 shares; 2025Q3: 15,236 shares; 2025Q4: 13,744 shares 13,744 $599K 0.01% -1,492 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: 3,835 shares; 2024Q4: 3,843 shares; 2025Q1: 3,860 shares; 2025Q2: 4,017 shares; 2025Q3: 4,252 shares; 2025Q4: 4,629 shares 4,629 $597K 0.01% +377 Timeline EEMV 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: 9,298 shares; 2024Q4: 9,198 shares; 2025Q1: 8,939 shares; 2025Q2: 9,006 shares; 2025Q3: 8,963 shares; 2025Q4: 9,266 shares 9,266 $593K 0.01% +303 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 617 shares; 2025Q2: 268 shares; 2025Q3: 8,862 shares; 2025Q4: 26,739 shares 26,739 $589K 0.01% +17,877 Timeline PAUG 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: 26,364 shares; 2024Q4: 19,768 shares; 2025Q1: 18,101 shares; 2025Q2: 17,445 shares; 2025Q3: 23,174 shares; 2025Q4: 13,488 shares 13,488 $583K 0.01% -9,686 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: 2,587 shares; 2024Q4: 2,599 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,474 shares; 2025Q4: 3,409 shares 3,409 $581K 0.01% +935 Timeline OCTT 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: 13,561 shares; 2024Q4: 16,575 shares; 2025Q1: 11,567 shares; 2025Q2: 11,388 shares; 2025Q3: 8,180 shares; 2025Q4: 13,310 shares 13,310 $579K 0.01% +5,130 Timeline YJUN 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: 39,164 shares; 2024Q4: 35,310 shares; 2025Q1: 31,116 shares; 2025Q2: 21,748 shares; 2025Q3: 21,376 shares; 2025Q4: 22,571 shares 22,571 $579K 0.01% +1,195 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,905 shares; 2025Q1: 6,593 shares; 2025Q2: 6,766 shares; 2025Q3: 6,678 shares; 2025Q4: 8,096 shares 8,096 $578K 0.01% +1,418 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: 6,812 shares; 2024Q4: 6,847 shares; 2025Q1: 6,817 shares; 2025Q2: 6,647 shares; 2025Q3: 6,717 shares; 2025Q4: 7,314 shares 7,314 $577K 0.01% +597 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,061 shares; 2024Q4: 72,936 shares; 2025Q1: 85,316 shares; 2025Q2: 93,086 shares; 2025Q3: 98,454 shares; 2025Q4: 98,819 shares 98,819 $576K 0.01% +365 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 3,286 shares; 2025Q1: 2,847 shares; 2025Q2: 2,325 shares; 2025Q3: 2,571 shares; 2025Q4: 8,843 shares 8,843 $576K 0.01% +6,272 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,394 shares; 2024Q4: 13,394 shares; 2025Q1: 13,394 shares; 2025Q2: 13,558 shares; 2025Q3: 13,525 shares; 2025Q4: 11,958 shares 11,958 $574K 0.01% -1,567 Timeline CPSO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,535 shares; 2025Q1: 4,515 shares; 2025Q2: 2,557 shares; 2025Q3: 1,577 shares; 2025Q4: 21,128 shares 21,128 $572K 0.01% +19,551 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,564 shares; 2024Q4: 55,401 shares; 2025Q1: 60,948 shares; 2025Q2: 50,496 shares; 2025Q3: 51,372 shares; 2025Q4: 21,027 shares 21,027 $572K 0.01% -30,345 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 12,156 shares; 2025Q1: 6,649 shares; 2025Q2: 6,559 shares; 2025Q3: 7,293 shares; 2025Q4: 9,733 shares 9,733 $570K 0.01% +2,440 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,856 shares; 2025Q1: 3,038 shares; 2025Q2: 3,230 shares; 2025Q3: 3,367 shares; 2025Q4: 3,320 shares 3,320 $568K 0.01% -47 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,388 shares; 2025Q1: 1,653 shares; 2025Q2: 2,148 shares; 2025Q3: 3,471 shares; 2025Q4: 5,176 shares 5,176 $568K 0.01% +1,705 Timeline WTMF 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: 7,807 shares; 2024Q4: 7,897 shares; 2025Q1: 9,683 shares; 2025Q2: 10,984 shares; 2025Q3: 13,490 shares; 2025Q4: 14,929 shares 14,929 $568K 0.01% +1,439 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: 2,817 shares; 2024Q4: 2,910 shares; 2025Q1: 5,379 shares; 2025Q2: 6,308 shares; 2025Q3: 6,074 shares; 2025Q4: 5,949 shares 5,949 $567K 0.01% -125 Timeline DECT 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: 2,486 shares; 2024Q4: 20,932 shares; 2025Q1: 15,565 shares; 2025Q2: 15,900 shares; 2025Q3: 7,063 shares; 2025Q4: 15,444 shares 15,444 $566K 0.01% +8,381 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,392 shares; 2024Q4: 54,392 shares; 2025Q1: 56,041 shares; 2025Q2: 52,714 shares; 2025Q3: 52,409 shares; 2025Q4: 49,700 shares 49,700 $566K 0.01% -2,709 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,888 shares; 2024Q4: 23,493 shares; 2025Q1: 22,791 shares; 2025Q2: 21,525 shares; 2025Q3: 21,382 shares; 2025Q4: 18,927 shares 18,927 $566K 0.01% -2,455 Timeline JULT 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: 6,406 shares; 2024Q4: 2,269 shares; 2025Q1: 1,459 shares; 2025Q2: 8,243 shares; 2025Q3: 15,511 shares; 2025Q4: 12,508 shares 12,508 $561K 0.01% -3,003 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,512 shares; 2025Q1: 10,019 shares; 2025Q2: 9,431 shares; 2025Q3: 10,558 shares; 2025Q4: 9,280 shares 9,280 $560K 0.01% -1,278 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: 1,259 shares; 2024Q4: 1,256 shares; 2025Q1: 1,375 shares; 2025Q2: 1,421 shares; 2025Q3: 2,101 shares; 2025Q4: 2,145 shares 2,145 $560K 0.01% +44 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,662 shares; 2025Q1: 2,646 shares; 2025Q2: 2,256 shares; 2025Q3: 2,251 shares; 2025Q4: 1,929 shares 1,929 $557K 0.01% -322 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,299 shares; 2024Q4: 12,308 shares; 2025Q1: 4,106 shares; 2025Q2: 3,805 shares; 2025Q3: 2,403 shares; 2025Q4: 2,708 shares 2,708 $555K 0.01% +305 Timeline QMMY 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: 23,599 shares; 2024Q4: 23,599 shares; 2025Q1: 23,599 shares; 2025Q2: 24,099 shares; 2025Q3: 22,260 shares; 2025Q4: 22,154 shares 22,154 $555K 0.01% -106 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,953 shares; 2024Q4: 8,742 shares; 2025Q1: 8,791 shares; 2025Q2: 8,738 shares; 2025Q3: 8,320 shares; 2025Q4: 9,108 shares 9,108 $551K 0.01% +788 Timeline INCM 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: 8,121 shares; 2024Q4: 10,222 shares; 2025Q1: 10,791 shares; 2025Q2: 11,929 shares; 2025Q3: 15,287 shares; 2025Q4: 19,628 shares 19,628 $550K 0.01% +4,341 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 13,419 shares; 2025Q1: 11,816 shares; 2025Q2: 11,820 shares; 2025Q3: 19,060 shares; 2025Q4: 18,159 shares 18,159 $550K 0.01% -901 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,529 shares; 2024Q4: 19,529 shares; 2025Q1: 22,546 shares; 2025Q2: 22,546 shares; 2025Q3: 22,546 shares; 2025Q4: 23,289 shares 23,289 $543K 0.01% +743 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 10,669 shares; 2025Q2: 18,156 shares; 2025Q3: 19,895 shares; 2025Q4: 24,608 shares 24,608 $540K 0.01% +4,713 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: 5,263 shares; 2024Q4: 5,290 shares; 2025Q1: 5,420 shares; 2025Q2: 5,331 shares; 2025Q3: 5,306 shares; 2025Q4: 4,781 shares 4,781 $536K 0.01% -525 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,926 shares; 2025Q1: 3,006 shares; 2025Q2: 3,018 shares; 2025Q3: 3,103 shares; 2025Q4: 2,912 shares 2,912 $536K 0.01% -191 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: 3,251 shares; 2024Q4: 3,165 shares; 2025Q1: 4,577 shares; 2025Q2: 4,560 shares; 2025Q3: 4,583 shares; 2025Q4: 3,302 shares 3,302 $535K 0.01% -1,281 Timeline SFEB 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: 122,458 shares; 2024Q4: 130,025 shares; 2025Q1: 154,644 shares; 2025Q2: 167,535 shares; 2025Q3: 38,763 shares; 2025Q4: 22,748 shares 22,748 $535K 0.01% -16,015 Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 403 shares; 2025Q3: 19,962 shares; 2025Q4: 19,559 shares 19,559 $532K 0.01% -403 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,618 shares; 2024Q4: 34,156 shares; 2025Q1: 37,294 shares; 2025Q2: 44,101 shares; 2025Q3: 45,061 shares; 2025Q4: 49,615 shares 49,615 $532K 0.01% +4,554 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 1,520 shares; 2025Q1: 6,530 shares; 2025Q2: 6,609 shares; 2025Q3: 8,328 shares; 2025Q4: 12,139 shares 12,139 $529K 0.01% +3,811 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: 28,732 shares; 2024Q4: 32,437 shares; 2025Q1: 20,538 shares; 2025Q2: 20,819 shares; 2025Q3: 23,239 shares; 2025Q4: 24,659 shares 24,659 $527K 0.01% +1,420 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,660 shares; 2025Q1: 3,889 shares; 2025Q2: 3,714 shares; 2025Q3: 4,084 shares; 2025Q4: 4,079 shares 4,079 $526K 0.01% -5 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 3,047 shares; 2025Q4: 7,344 shares 7,344 $526K 0.01% +4,297 Timeline FLJJ 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: 14,045 shares; 2024Q4: 18,498 shares; 2025Q1: 20,367 shares; 2025Q2: 18,311 shares; 2025Q3: 16,663 shares; 2025Q4: 16,372 shares 16,372 $524K 0.01% -291 Timeline MAYW 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: 23,398 shares; 2024Q4: 22,669 shares; 2025Q1: 12,702 shares; 2025Q2: 18,307 shares; 2025Q3: 17,921 shares; 2025Q4: 15,604 shares 15,604 $523K 0.01% -2,317 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,857 shares; 2025Q1: 6,553 shares; 2025Q2: 6,350 shares; 2025Q3: 7,150 shares; 2025Q4: 7,117 shares 7,117 $523K 0.01% -33 Timeline DFIC 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 596 shares; 2025Q3: 2,383 shares; 2025Q4: 15,171 shares 15,171 $523K 0.01% +12,788 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,188 shares; 2024Q4: 9,948 shares; 2025Q1: 10,125 shares; 2025Q2: 16,718 shares; 2025Q3: 16,080 shares; 2025Q4: 24,656 shares 24,656 $523K 0.01% +8,576 Timeline EDOW 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: 10,581 shares; 2024Q4: 10,181 shares; 2025Q1: 9,931 shares; 2025Q2: 9,931 shares; 2025Q3: 8,181 shares; 2025Q4: 12,648 shares 12,648 $522K 0.01% +4,467 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,699 shares; 2024Q4: 37,617 shares; 2025Q1: 12,331 shares; 2025Q2: 12,065 shares; 2025Q3: 6,402 shares; 2025Q4: 4,574 shares 4,574 $521K 0.01% -1,828 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: 375 shares; 2024Q4: 960 shares; 2025Q1: 1,200 shares; 2025Q2: 1,688 shares; 2025Q3: 4,197 shares; 2025Q4: 5,119 shares 5,119 $520K 0.01% +922 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,662 shares; 2025Q1: 1,658 shares; 2025Q2: 1,642 shares; 2025Q3: 1,750 shares; 2025Q4: 2,018 shares 2,018 $519K 0.01% +268 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,274 shares; 2024Q4: 21,226 shares; 2025Q1: 15,754 shares; 2025Q2: 14,177 shares; 2025Q3: 14,285 shares; 2025Q4: 14,290 shares 14,290 $518K 0.01% +5 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 299 shares; 2025Q1: 324 shares; 2025Q2: 339 shares; 2025Q3: 365 shares; 2025Q4: 989 shares 989 $517K 0.01% +624 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: 960 shares; 2024Q4: 1,209 shares; 2025Q1: 1,860 shares; 2025Q2: 3,771 shares; 2025Q3: 3,959 shares; 2025Q4: 3,196 shares 3,196 $516K 0.01% -763 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 3,067 shares; 2025Q1: 3,030 shares; 2025Q2: 7,017 shares; 2025Q3: 7,093 shares; 2025Q4: 5,137 shares 5,137 $516K 0.01% -1,956 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: 94,710 shares; 2024Q4: 90,067 shares; 2025Q1: 93,804 shares; 2025Q2: 91,809 shares; 2025Q3: 20,499 shares; 2025Q4: 14,430 shares 14,430 $515K 0.01% -6,069 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 13,768 shares; 2025Q2: 18,056 shares; 2025Q3: 24,236 shares; 2025Q4: 22,934 shares 22,934 $515K 0.01% -1,302 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,807 shares 7,807 $511K 0.01% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,741 shares; 2024Q4: 28,755 shares; 2025Q1: 26,188 shares; 2025Q2: 26,206 shares; 2025Q3: 30,965 shares; 2025Q4: 29,231 shares 29,231 $511K 0.01% -1,734 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 11,965 shares; 2025Q1: 11,965 shares; 2025Q2: 11,811 shares; 2025Q3: 11,811 shares; 2025Q4: 12,158 shares 12,158 $511K 0.01% +347 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 274 shares; 2025Q1: 251 shares; 2025Q2: 154 shares; 2025Q3: 909 shares; 2025Q4: 6,898 shares 6,898 $510K 0.01% +5,989 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: 12,998 shares; 2024Q4: 12,419 shares; 2025Q1: 10,709 shares; 2025Q2: 4,202 shares; 2025Q3: 5,189 shares; 2025Q4: 6,625 shares 6,625 $510K 0.01% +1,436 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: 1,697 shares; 2024Q4: 970 shares; 2025Q1: 9,880 shares; 2025Q2: 9,365 shares; 2025Q3: 9,214 shares; 2025Q4: 9,124 shares 9,124 $507K 0.01% -90 Timeline DJD 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: 9,089 shares; 2024Q4: 8,919 shares; 2025Q1: 8,748 shares; 2025Q2: 8,992 shares; 2025Q3: 9,014 shares; 2025Q4: 8,852 shares 8,852 $506K 0.01% -162 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 121 shares; 2025Q1: 783 shares; 2025Q2: 2,541 shares; 2025Q3: 2,592 shares; 2025Q4: 2,730 shares 2,730 $504K 0.01% +138 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,452 shares; 2025Q1: 1,458 shares; 2025Q2: 1,473 shares; 2025Q3: 1,334 shares; 2025Q4: 1,284 shares 1,284 $499K 0.01% -50 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: 3,418 shares; 2024Q4: 3,495 shares; 2025Q1: 3,371 shares; 2025Q2: 3,234 shares; 2025Q3: 3,286 shares; 2025Q4: 2,957 shares 2,957 $498K 0.01% -329 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: 2,814 shares; 2024Q4: 3,293 shares; 2025Q1: 4,701 shares; 2025Q2: 4,580 shares; 2025Q3: 4,682 shares; 2025Q4: 4,680 shares 4,680 $491K 0.01% -2 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 10,438 shares; 2025Q1: 11,494 shares; 2025Q2: 14,586 shares; 2025Q3: 18,474 shares; 2025Q4: 16,513 shares 16,513 $489K 0.01% -1,961 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 6,091 shares; 2025Q1: 6,870 shares; 2025Q2: 6,950 shares; 2025Q3: 6,171 shares; 2025Q4: 11,181 shares 11,181 $487K 0.01% +5,010 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 14,635 shares; 2025Q2: 14,961 shares; 2025Q3: 14,461 shares; 2025Q4: 13,841 shares 13,841 $487K 0.01% -620 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 9,759 shares; 2025Q1: 9,759 shares; 2025Q2: 9,759 shares; 2025Q3: 5,759 shares; 2025Q4: 5,761 shares 5,761 $487K 0.01% +2 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 465 shares; 2025Q1: 448 shares; 2025Q2: 558 shares; 2025Q3: 356 shares; 2025Q4: 856 shares 856 $486K 0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: 727 shares; 2025Q2: 3,362 shares; 2025Q3: 3,364 shares; 2025Q4: 3,376 shares 3,376 $486K 0.01% +12 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 3,052 shares; 2025Q1: 17,265 shares; 2025Q2: 18,809 shares; 2025Q3: 22,667 shares; 2025Q4: 21,232 shares 21,232 $486K 0.01% -1,435 Timeline JANT 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: 6,076 shares; 2024Q4: 16,703 shares; 2025Q1: 11,648 shares; 2025Q2: 11,872 shares; 2025Q3: 10,253 shares; 2025Q4: 11,774 shares 11,774 $486K 0.01% +1,521 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,186 shares; 2025Q1: 8,171 shares; 2025Q2: 5,171 shares; 2025Q3: 14,434 shares; 2025Q4: 12,309 shares 12,309 $483K 0.01% -2,125 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,812 shares; 2025Q1: 4,615 shares; 2025Q2: 4,639 shares; 2025Q3: 5,364 shares; 2025Q4: 13,280 shares 13,280 $483K 0.01% +7,916 Timeline CPNM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,943 shares; 2025Q2: 63,939 shares; 2025Q3: 63,939 shares; 2025Q4: 18,535 shares 18,535 $482K 0.01% -45,404 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 13,016 shares; 2025Q1: 16,025 shares; 2025Q2: 2,193 shares; 2025Q3: 13,811 shares; 2025Q4: 14,776 shares 14,776 $482K 0.01% +965 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 17,248 shares; 2025Q1: 15,648 shares; 2025Q2: 15,648 shares; 2025Q3: 21,540 shares; 2025Q4: 21,852 shares 21,852 $481K 0.01% +312 Timeline YSEP 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: 3,501 shares; 2024Q4: 8,889 shares; 2025Q1: 10,009 shares; 2025Q2: 3,007 shares; 2025Q3: 6,398 shares; 2025Q4: 18,418 shares 18,418 $479K 0.01% +12,020 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 12,415 shares; 2025Q1: 12,400 shares; 2025Q2: 8,450 shares; 2025Q3: 13,962 shares; 2025Q4: 12,366 shares 12,366 $479K 0.01% -1,596 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 7,066 shares; 2025Q1: 2,343 shares; 2025Q2: 3,131 shares; 2025Q3: 4,835 shares; 2025Q4: 5,912 shares 5,912 $477K 0.01% +1,077 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 529 shares; 2025Q1: 2,215 shares; 2025Q2: 4,070 shares; 2025Q3: 4,891 shares; 2025Q4: 5,068 shares 5,068 $476K 0.01% +177 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: 1,006 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 1,000 shares; 2025Q3: 1,006 shares; 2025Q4: 971 shares 971 $476K 0.01% -35 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,397 shares; 2024Q4: 36,493 shares; 2025Q1: 33,934 shares; 2025Q2: 26,243 shares; 2025Q3: 25,153 shares; 2025Q4: 23,265 shares 23,265 $474K 0.01% -1,888 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,875 shares; 2024Q4: 7,141 shares; 2025Q1: 7,156 shares; 2025Q2: 7,103 shares; 2025Q3: 7,041 shares; 2025Q4: 7,077 shares 7,077 $474K 0.01% +36 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 3,048 shares; 2025Q2: 3,139 shares; 2025Q3: 3,855 shares; 2025Q4: 7,936 shares 7,936 $473K 0.01% +4,081 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,090 shares; 2024Q4: 42,227 shares; 2025Q1: 35,331 shares; 2025Q2: 58,653 shares; 2025Q3: 56,131 shares; 2025Q4: 20,242 shares 20,242 $472K 0.01% -35,889 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 86 shares; 2025Q1: 48 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares 1,526 $472K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 12,220 shares; 2025Q1: 12,228 shares; 2025Q2: 13,905 shares; 2025Q3: 5,337 shares; 2025Q4: 5,158 shares 5,158 $471K 0.01% -179 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: 4,663 shares; 2024Q4: 4,438 shares; 2025Q1: 3,855 shares; 2025Q2: 3,044 shares; 2025Q3: 3,112 shares; 2025Q4: 3,686 shares 3,686 $470K 0.01% +574 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,902 shares; 2025Q1: 16,831 shares; 2025Q2: 16,831 shares; 2025Q3: 17,787 shares; 2025Q4: 17,794 shares 17,794 $469K 0.01% +7 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,226 shares; 2024Q4: 10,226 shares; 2025Q1: 10,848 shares; 2025Q2: 12,069 shares; 2025Q3: 12,069 shares; 2025Q4: 11,799 shares 11,799 $467K 0.01% -270 Timeline XAUG 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: 78,955 shares; 2024Q4: 79,721 shares; 2025Q1: 84,622 shares; 2025Q2: 86,196 shares; 2025Q3: 17,895 shares; 2025Q4: 12,411 shares 12,411 $465K 0.01% -5,484 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,899 shares; 2024Q4: 15,888 shares; 2025Q1: 14,794 shares; 2025Q2: 15,780 shares; 2025Q3: 15,561 shares; 2025Q4: 14,897 shares 14,897 $463K 0.01% -664 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: 12,336 shares; 2024Q4: 11,610 shares; 2025Q1: 10,516 shares; 2025Q2: 10,248 shares; 2025Q3: 10,211 shares; 2025Q4: 10,345 shares 10,345 $463K 0.01% +134 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,371 shares; 2024Q4: 83,881 shares; 2025Q1: 45,380 shares; 2025Q2: 37,746 shares; 2025Q3: 24,676 shares; 2025Q4: 22,224 shares 22,224 $463K 0.01% -2,452 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 7,138 shares 7,138 $462K 0.01% +1,874 Timeline MART 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: 24,595 shares; 2024Q4: 17,614 shares; 2025Q1: 16,376 shares; 2025Q2: 15,028 shares; 2025Q3: 14,091 shares; 2025Q4: 11,934 shares 11,934 $462K 0.01% -2,157 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,524 shares; 2025Q1: 4,056 shares; 2025Q2: 4,450 shares; 2025Q3: 4,137 shares; 2025Q4: 4,466 shares 4,466 $461K 0.01% +329 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 4,061 shares; 2025Q1: 3,508 shares; 2025Q2: 2,152 shares; 2025Q3: 2,066 shares; 2025Q4: 3,222 shares 3,222 $458K 0.01% +1,156 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: 5,244 shares; 2024Q4: 5,252 shares; 2025Q1: 5,569 shares; 2025Q2: 5,192 shares; 2025Q3: 5,264 shares; 2025Q4: 5,166 shares 5,166 $456K 0.01% -98 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: 1,055 shares; 2024Q4: 974 shares; 2025Q1: 901 shares; 2025Q2: 563 shares; 2025Q3: 772 shares; 2025Q4: 1,735 shares 1,735 $455K 0.01% +963 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: 6,343 shares; 2024Q4: 4,252 shares; 2025Q1: 3,737 shares; 2025Q2: 3,669 shares; 2025Q3: 3,397 shares; 2025Q4: 3,999 shares 3,999 $455K 0.01% +602 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,883 shares; 2024Q4: 10,032 shares; 2025Q1: 4,286 shares; 2025Q2: 4,860 shares; 2025Q3: 4,555 shares; 2025Q4: 4,652 shares 4,652 $455K 0.01% +97 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,662 shares; 2024Q4: 41,837 shares; 2025Q1: 51,229 shares; 2025Q2: 55,169 shares; 2025Q3: 48,506 shares; 2025Q4: 27,624 shares 27,624 $454K 0.01% -20,882 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: 344 shares; 2024Q4: 648 shares; 2025Q1: 829 shares; 2025Q2: 953 shares; 2025Q3: 1,123 shares; 2025Q4: 1,021 shares 1,021 $454K 0.01% -102 Timeline HTAB 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: 33,775 shares; 2024Q4: 33,647 shares; 2025Q1: 34,629 shares; 2025Q2: 23,183 shares; 2025Q3: 23,697 shares; 2025Q4: 23,676 shares 23,676 $453K 0.01% -21 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: 1,052 shares; 2024Q4: 1,053 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 1,169 shares 1,169 $452K 0.01% +218 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 14,979 shares; 2025Q1: 13,622 shares; 2025Q2: 10,830 shares; 2025Q3: 10,848 shares; 2025Q4: 10,282 shares 10,282 $450K 0.01% -566 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: 743 shares; 2024Q4: 758 shares; 2025Q1: 937 shares; 2025Q2: 1,951 shares; 2025Q3: 1,211 shares; 2025Q4: 1,329 shares 1,329 $449K 0.01% +118 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: 4,313 shares; 2024Q4: 3,960 shares; 2025Q1: 5,265 shares; 2025Q2: 5,274 shares; 2025Q3: 6,440 shares; 2025Q4: 9,103 shares 9,103 $448K 0.01% +2,663 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: 4,324 shares; 2024Q4: 10,279 shares; 2025Q1: 10,801 shares; 2025Q2: 11,998 shares; 2025Q3: 14,102 shares; 2025Q4: 15,411 shares 15,411 $448K 0.01% +1,309 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 108 shares; 2025Q2: 145 shares; 2025Q3: 1,455 shares; 2025Q4: 1,509 shares 1,509 $446K 0.01% +54 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,309 shares; 2025Q2: 6,105 shares; 2025Q3: 8,290 shares; 2025Q4: 6,535 shares 6,535 $445K 0.01% -1,755 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,653 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,708 shares; 2025Q4: 3,873 shares 3,873 $444K 0.01% -835 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,592 shares; 2025Q1: 4,651 shares; 2025Q2: 3,637 shares; 2025Q3: 4,427 shares; 2025Q4: 4,580 shares 4,580 $444K 0.01% +153 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: 5,377 shares; 2024Q4: 5,416 shares; 2025Q1: 5,877 shares; 2025Q2: 4,966 shares; 2025Q3: 5,187 shares; 2025Q4: 5,591 shares 5,591 $444K 0.01% +404 Timeline EBUF 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: 2,117 shares; 2024Q4: 4,985 shares; 2025Q1: 6,024 shares; 2025Q2: 13,465 shares; 2025Q3: 14,305 shares; 2025Q4: 15,384 shares 15,384 $442K 0.01% +1,079 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: 7,825 shares; 2024Q4: 9,482 shares; 2025Q1: 11,719 shares; 2025Q2: 4,311 shares; 2025Q3: 3,676 shares; 2025Q4: 2,906 shares 2,906 $442K 0.01% -770 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 3,580 shares; 2025Q1: 3,341 shares; 2025Q2: 1,508 shares; 2025Q3: 1,224 shares; 2025Q4: 3,948 shares 3,948 $441K 0.01% +2,724 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: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 4,082 shares; 2025Q2: 4,082 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares 4,996 $440K 0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 18,047 shares; 2025Q2: 18,435 shares; 2025Q3: 18,568 shares; 2025Q4: 18,694 shares 18,694 $439K 0.01% +126 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: 287 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 12,568 shares; 2025Q3: 15,278 shares; 2025Q4: 15,232 shares 15,232 $439K 0.01% -46 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,297 shares; 2024Q4: 25,994 shares; 2025Q1: 25,044 shares; 2025Q2: 24,566 shares; 2025Q3: 24,578 shares; 2025Q4: 23,266 shares 23,266 $437K 0.01% -1,312 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 17,818 shares; 2025Q2: 18,202 shares; 2025Q3: 18,332 shares; 2025Q4: 18,453 shares 18,453 $437K 0.01% +121 Timeline SEPT 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: 14,734 shares; 2024Q4: 15,908 shares; 2025Q1: 6,589 shares; 2025Q2: 6,131 shares; 2025Q3: 16,743 shares; 2025Q4: 12,349 shares 12,349 $434K 0.01% -4,394 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,802 shares; 2025Q1: 2,974 shares; 2025Q2: 3,303 shares; 2025Q3: 4,055 shares; 2025Q4: 4,508 shares 4,508 $434K 0.01% +453 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,543 shares; 2025Q4: 13,645 shares 13,645 $432K 0.01% +12,102 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: 2,436 shares; 2024Q4: 2,029 shares; 2025Q1: 3,832 shares; 2025Q2: 6,950 shares; 2025Q3: 6,774 shares; 2025Q4: 6,703 shares 6,703 $430K 0.01% -71 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: 13,635 shares; 2024Q4: 13,093 shares; 2025Q1: 12,728 shares; 2025Q2: 12,592 shares; 2025Q3: 11,901 shares; 2025Q4: 14,904 shares 14,904 $430K 0.01% +3,003 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 22,953 shares; 2025Q1: 4,000 shares; 2025Q2: 11,101 shares; 2025Q3: 13,395 shares; 2025Q4: 4,413 shares 4,413 $429K 0.01% -8,982 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,805 shares; 2024Q4: 68,776 shares; 2025Q1: 69,816 shares; 2025Q2: 69,678 shares; 2025Q3: 41,971 shares; 2025Q4: 41,888 shares 41,888 $427K 0.01% -83 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: 3,005 shares; 2024Q4: 2,834 shares; 2025Q1: 3,002 shares; 2025Q2: 2,821 shares; 2025Q3: 3,156 shares; 2025Q4: 2,620 shares 2,620 $427K 0.01% -536 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: 1,507 shares; 2024Q4: 1,972 shares; 2025Q1: 1,852 shares; 2025Q2: 1,600 shares; 2025Q3: 2,131 shares; 2025Q4: 2,518 shares 2,518 $425K 0.01% +387 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,079 shares; 2024Q4: 3,279 shares; 2025Q1: 3,860 shares; 2025Q2: 3,628 shares; 2025Q3: 3,912 shares; 2025Q4: 3,846 shares 3,846 $424K 0.01% -66 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,348 shares; 2024Q4: 22,238 shares; 2025Q1: 25,358 shares; 2025Q2: 25,265 shares; 2025Q3: 24,352 shares; 2025Q4: 21,803 shares 21,803 $423K 0.01% -2,549 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,125 shares; 2024Q4: 159,421 shares; 2025Q1: 153,870 shares; 2025Q2: 136,506 shares; 2025Q3: 24,133 shares; 2025Q4: 9,093 shares 9,093 $422K 0.01% -15,040 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,167 shares; 2025Q1: 17,233 shares; 2025Q2: 17,608 shares; 2025Q3: 17,733 shares; 2025Q4: 17,850 shares 17,850 $422K 0.01% +117 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,895 shares; 2024Q4: 10,221 shares; 2025Q1: 8,404 shares; 2025Q2: 8,498 shares; 2025Q3: 8,043 shares; 2025Q4: 6,346 shares 6,346 $421K 0.01% -1,697 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,817 shares; 2024Q4: 35,309 shares; 2025Q1: 15,227 shares; 2025Q2: 23,370 shares; 2025Q3: 22,230 shares; 2025Q4: 15,597 shares 15,597 $421K 0.01% -6,633 Timeline JIRE 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: 989 shares; 2024Q4: 989 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 5,461 shares; 2025Q4: 5,617 shares 5,617 $421K 0.01% +156 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,495 shares; 2025Q4: 15,495 shares 15,495 $419K 0.01% 0 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: 1,897 shares; 2024Q4: 1,861 shares; 2025Q1: 1,871 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 4,572 shares 4,572 $418K 0.01% +2,757 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 16,825 shares; 2025Q4: 19,525 shares 19,525 $418K 0.01% +2,700 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,804 shares 4,804 $416K 0.01% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,134 shares; 2025Q1: 7,250 shares; 2025Q2: 8,201 shares; 2025Q3: 9,500 shares; 2025Q4: 10,184 shares 10,184 $416K 0.01% +684 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 14,595 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares; 2025Q3: 13,121 shares; 2025Q4: 10,530 shares 10,530 $414K 0.01% -2,591 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,454 shares; 2025Q1: 5,454 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 12,554 shares 12,554 $412K 0.01% +9,096 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 44,746 shares; 2025Q4: 51,496 shares 51,496 $412K 0.01% +6,750 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,007 shares; 2025Q1: 22,076 shares; 2025Q2: 23,696 shares; 2025Q3: 23,959 shares; 2025Q4: 24,656 shares 24,656 $411K 0.01% +697 Timeline IVOV 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: 4,546 shares; 2024Q4: 4,413 shares; 2025Q1: 4,411 shares; 2025Q2: 4,380 shares; 2025Q3: 4,085 shares; 2025Q4: 4,038 shares 4,038 $408K 0.01% -47 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,069 shares; 2025Q4: 11,015 shares 11,015 $407K 0.01% +946 Timeline ZSEP 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: 12,787 shares; 2024Q4: 13,777 shares; 2025Q1: 14,200 shares; 2025Q2: 13,847 shares; 2025Q3: 19,438 shares; 2025Q4: 15,175 shares 15,175 $406K 0.01% -4,263 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 600 shares; 2025Q1: 605 shares; 2025Q2: 12,153 shares; 2025Q3: 14,617 shares; 2025Q4: 3,004 shares 3,004 $406K 0.01% -11,613 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: 1,010 shares; 2024Q4: 860 shares; 2025Q1: 897 shares; 2025Q2: 954 shares; 2025Q3: 1,026 shares; 2025Q4: 1,455 shares 1,455 $406K 0.01% +429 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,523 shares; 2025Q1: 2,499 shares; 2025Q2: 2,503 shares; 2025Q3: 2,260 shares; 2025Q4: 1,398 shares 1,398 $404K 0.01% -862 Timeline JXX JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 14,388 shares; 2025Q4: 14,388 shares 14,388 $403K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 5,293 shares; 2025Q1: 7,331 shares; 2025Q2: 7,468 shares; 2025Q3: 7,770 shares; 2025Q4: 8,976 shares 8,976 $403K 0.01% +1,206 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,370 shares; 2024Q4: 50,623 shares; 2025Q1: 47,121 shares; 2025Q2: 46,737 shares; 2025Q3: 48,328 shares; 2025Q4: 19,887 shares 19,887 $402K 0.01% -28,441 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: 2,639 shares; 2024Q4: 2,662 shares; 2025Q1: 5,044 shares; 2025Q2: 5,711 shares; 2025Q3: 7,320 shares; 2025Q4: 6,676 shares 6,676 $401K 0.01% -644 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: 13,737 shares; 2024Q4: 14,520 shares; 2025Q1: 10,145 shares; 2025Q2: 10,628 shares; 2025Q3: 11,052 shares; 2025Q4: 9,360 shares 9,360 $401K 0.01% -1,692 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 14,546 shares; 2025Q2: 13,133 shares; 2025Q3: 13,135 shares; 2025Q4: 8,018 shares 8,018 $400K 0.01% -5,117 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 533 shares; 2025Q1: 481 shares; 2025Q2: 533 shares; 2025Q3: 575 shares; 2025Q4: 1,070 shares 1,070 $399K 0.01% +495 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,233 shares; 2025Q1: 4,372 shares; 2025Q2: 4,377 shares; 2025Q3: 4,340 shares; 2025Q4: 4,306 shares 4,306 $398K 0.01% -34 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 624 shares; 2025Q1: 983 shares; 2025Q2: 2,171 shares; 2025Q3: 2,213 shares; 2025Q4: 1,726 shares 1,726 $395K 0.01% -487 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 12,102 shares 12,102 $395K 0.01% +11,318 Timeline ODDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,107 shares; 2025Q4: 13,554 shares 13,554 $395K 0.01% +5,447 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,141 shares; 2025Q1: 1,230 shares; 2025Q2: 1,274 shares; 2025Q3: 1,487 shares; 2025Q4: 1,471 shares 1,471 $395K 0.01% -16 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 6,694 shares; 2025Q1: 6,605 shares; 2025Q2: 6,740 shares; 2025Q3: 8,507 shares; 2025Q4: 8,686 shares 8,686 $392K 0.01% +179 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,979 shares; 2024Q4: 6,861 shares; 2025Q1: 6,368 shares; 2025Q2: 7,520 shares; 2025Q3: 7,642 shares; 2025Q4: 7,667 shares 7,667 $392K 0.01% +25 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 761 shares; 2025Q4: 11,446 shares 11,446 $392K 0.01% +10,685 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,508 shares; 2025Q1: 4,914 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares; 2025Q4: 5,451 shares 5,451 $391K 0.01% +36 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,979 shares; 2025Q1: 6,905 shares; 2025Q2: 7,249 shares; 2025Q3: 8,435 shares; 2025Q4: 8,685 shares 8,685 $391K 0.01% +250 Timeline NTSX 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: 4,374 shares; 2024Q4: 5,565 shares; 2025Q1: 6,330 shares; 2025Q2: 6,818 shares; 2025Q3: 6,709 shares; 2025Q4: 7,123 shares 7,123 $390K 0.01% +414 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,781 shares; 2025Q1: 3,339 shares; 2025Q2: 3,712 shares; 2025Q3: 6,111 shares; 2025Q4: 6,854 shares 6,854 $390K 0.01% +743 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,173 shares; 2024Q4: 32,173 shares; 2025Q1: 32,173 shares; 2025Q2: 32,173 shares; 2025Q3: 31,004 shares; 2025Q4: 31,004 shares 31,004 $390K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 332 shares; 2025Q1: 741 shares; 2025Q2: 1,181 shares; 2025Q3: 866 shares; 2025Q4: 1,705 shares 1,705 $388K 0.01% +839 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,445 shares; 2024Q4: 24,764 shares; 2025Q1: 24,235 shares; 2025Q2: 24,896 shares; 2025Q3: 24,808 shares; 2025Q4: 9,246 shares 9,246 $387K 0.01% -15,562 Timeline STXF 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: 2,477 shares; 2024Q4: 4,381 shares; 2025Q1: 8,963 shares; 2025Q2: 13,573 shares; 2025Q3: 10,084 shares; 2025Q4: 8,754 shares 8,754 $386K 0.01% -1,330 Timeline SHOC 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 3,681 shares; 2025Q2: 5,504 shares; 2025Q3: 5,505 shares; 2025Q4: 5,610 shares 5,610 $385K 0.01% +105 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,137 shares; 2025Q1: 2,844 shares; 2025Q2: 2,875 shares; 2025Q3: 3,118 shares; 2025Q4: 4,132 shares 4,132 $381K 0.01% +1,014 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,595 shares; 2025Q2: 13,089 shares; 2025Q3: 13,221 shares; 2025Q4: 18,494 shares 18,494 $380K 0.01% +5,273 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,279 shares; 2025Q1: 1,947 shares; 2025Q2: 12,940 shares; 2025Q3: 16,339 shares; 2025Q4: 19,066 shares 19,066 $378K 0.01% +2,727 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 5,326 shares; 2025Q1: 7,113 shares; 2025Q2: 7,293 shares; 2025Q3: 7,220 shares; 2025Q4: 7,086 shares 7,086 $378K 0.01% -134 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 274 shares; 2025Q1: 232 shares; 2025Q2: 237 shares; 2025Q3: 293 shares; 2025Q4: 2,468 shares 2,468 $378K 0.01% +2,175 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,875 shares; 2024Q4: 27,275 shares; 2025Q1: 29,325 shares; 2025Q2: 28,655 shares; 2025Q3: 28,205 shares; 2025Q4: 28,455 shares 28,455 $378K 0.01% +250 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 1,967 shares; 2025Q1: 1,958 shares; 2025Q2: 1,930 shares; 2025Q3: 4,474 shares; 2025Q4: 4,551 shares 4,551 $376K 0.01% +77 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 6,069 shares; 2025Q1: 9,218 shares; 2025Q2: 13,469 shares; 2025Q3: 13,469 shares; 2025Q4: 21,835 shares 21,835 $375K 0.01% +8,366 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,195 shares; 2025Q1: 1,278 shares; 2025Q2: 1,602 shares; 2025Q3: 1,741 shares; 2025Q4: 1,665 shares 1,665 $374K 0.01% -76 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 6,608 shares; 2025Q4: 6,614 shares 6,614 $374K 0.01% +6 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: 6,913 shares; 2024Q4: 6,677 shares; 2025Q1: 6,670 shares; 2025Q2: 6,565 shares; 2025Q3: 6,368 shares; 2025Q4: 5,034 shares 5,034 $373K 0.01% -1,334 Timeline SPLB 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: 15,817 shares; 2024Q4: 15,603 shares; 2025Q1: 52,612 shares; 2025Q2: 64,527 shares; 2025Q3: 6,471 shares; 2025Q4: 16,476 shares 16,476 $372K 0.01% +10,005 Timeline STXD 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: 6,085 shares; 2024Q4: 8,336 shares; 2025Q1: 8,406 shares; 2025Q2: 9,004 shares; 2025Q3: 9,035 shares; 2025Q4: 10,015 shares 10,015 $371K 0.01% +980 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: 10,812 shares; 2024Q4: 10,987 shares; 2025Q1: 11,311 shares; 2025Q2: 11,994 shares; 2025Q3: 12,562 shares; 2025Q4: 13,565 shares 13,565 $371K 0.01% +1,003 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,748 shares 5,748 $371K 0.01% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,985 shares; 2024Q4: 22,072 shares; 2025Q1: 7,904 shares; 2025Q2: 6,909 shares; 2025Q3: 6,847 shares; 2025Q4: 7,329 shares 7,329 $369K 0.01% +482 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares 3,282 $367K 0.01% 0 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: 7,902 shares; 2025Q1: 5,156 shares; 2025Q2: 4,657 shares; 2025Q3: 4,528 shares; 2025Q4: 4,644 shares 4,644 $366K 0.01% +116 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,545 shares; 2025Q1: 5,110 shares; 2025Q2: 5,110 shares; 2025Q3: 7,420 shares; 2025Q4: 16,291 shares 16,291 $366K 0.01% +8,871 Timeline STXV 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: 2,678 shares; 2024Q4: 8,536 shares; 2025Q1: 9,615 shares; 2025Q2: 10,576 shares; 2025Q3: 10,712 shares; 2025Q4: 10,820 shares 10,820 $362K 0.01% +108 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,593 shares; 2024Q4: 12,632 shares; 2025Q1: 13,817 shares; 2025Q2: 12,222 shares; 2025Q3: 10,542 shares; 2025Q4: 20,747 shares 20,747 $360K 0.01% +10,205 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: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,844 shares; 2025Q2: 1,845 shares; 2025Q3: 1,784 shares; 2025Q4: 2,579 shares 2,579 $359K 0.01% +795 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,825 shares; 2024Q4: 18,884 shares; 2025Q1: 19,070 shares; 2025Q2: 21,633 shares; 2025Q3: 21,692 shares; 2025Q4: 23,388 shares 23,388 $359K 0.01% +1,696 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 3,161 shares; 2025Q1: 3,180 shares; 2025Q2: 2,302 shares; 2025Q3: 2,438 shares; 2025Q4: 2,368 shares 2,368 $358K 0.01% -70 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,984 shares; 2025Q1: 6,724 shares; 2025Q2: 7,380 shares; 2025Q3: 8,266 shares; 2025Q4: 7,922 shares 7,922 $358K 0.01% -344 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,477 shares; 2024Q4: 214,270 shares; 2025Q1: 12,248 shares; 2025Q2: 19,443 shares; 2025Q3: 7,423 shares; 2025Q4: 7,953 shares 7,953 $358K 0.01% +530 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 7,155 shares; 2025Q1: 8,514 shares; 2025Q2: 7,738 shares; 2025Q3: 9,647 shares; 2025Q4: 9,873 shares 9,873 $358K 0.01% +226 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,171 shares; 2025Q1: 8,171 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 13,432 shares 13,432 $357K 0.01% +5,182 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,777 shares; 2025Q1: 2,666 shares; 2025Q2: 2,381 shares; 2025Q3: 2,603 shares; 2025Q4: 2,631 shares 2,631 $356K 0.01% +28 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,651 shares; 2025Q4: 15,639 shares 15,639 $354K 0.01% +1,988 Timeline