SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,550 shares; 2024Q4: 399,713 shares; 2025Q1: 402,039 shares; 2025Q2: 392,520 shares; 2025Q3: 395,040 shares; 2025Q4: 392,327 shares 392,327 $28.9M 0.03% -2,713 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,015 shares; 2024Q4: 316,729 shares; 2025Q1: 345,704 shares; 2025Q2: 413,672 shares; 2025Q3: 431,037 shares; 2025Q4: 435,118 shares 435,118 $28.7M 0.03% +4,081 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,231 shares; 2024Q4: 29,746 shares; 2025Q1: 30,208 shares; 2025Q2: 31,322 shares; 2025Q3: 31,631 shares; 2025Q4: 99,611 shares 99,611 $28.6M 0.03% +67,980 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,928 shares; 2024Q4: 179,534 shares; 2025Q1: 211,218 shares; 2025Q2: 226,774 shares; 2025Q3: 223,969 shares; 2025Q4: 221,952 shares 221,952 $28.3M 0.03% -2,017 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,592 shares; 2024Q4: 574,662 shares; 2025Q1: 526,228 shares; 2025Q2: 565,412 shares; 2025Q3: 545,146 shares; 2025Q4: 418,252 shares 418,252 $28.3M 0.03% -126,894 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,593 shares; 2024Q4: 197,277 shares; 2025Q1: 237,016 shares; 2025Q2: 195,701 shares; 2025Q3: 205,196 shares; 2025Q4: 224,344 shares 224,344 $28.2M 0.03% +19,148 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854,864 shares; 2024Q4: 953,200 shares; 2025Q1: 1,020,941 shares; 2025Q2: 1,043,609 shares; 2025Q3: 1,148,437 shares; 2025Q4: 1,159,648 shares 1,159,648 $28.2M 0.03% +11,211 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,655 shares; 2024Q4: 111,001 shares; 2025Q1: 285,518 shares; 2025Q2: 310,430 shares; 2025Q3: 339,601 shares; 2025Q4: 348,876 shares 348,876 $28M 0.03% +9,275 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,001 shares; 2024Q4: 575,813 shares; 2025Q1: 860,412 shares; 2025Q2: 1,018,616 shares; 2025Q3: 1,089,421 shares; 2025Q4: 1,091,578 shares 1,091,578 $27.9M 0.03% +2,157 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: 1,732,275 shares; 2024Q4: 1,715,262 shares; 2025Q1: 1,680,650 shares; 2025Q2: 1,619,835 shares; 2025Q3: 1,552,679 shares; 2025Q4: 932,737 shares 932,737 $27.9M 0.03% -619,942 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,377 shares; 2024Q4: 611,320 shares; 2025Q1: 853,717 shares; 2025Q2: 942,716 shares; 2025Q3: 736,900 shares; 2025Q4: 706,346 shares 706,346 $27.7M 0.03% -30,554 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,669 shares; 2025Q3: 186,480 shares; 2025Q4: 263,723 shares 263,723 $27.3M 0.03% +77,243 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,111 shares; 2024Q4: 178,544 shares; 2025Q1: 136,644 shares; 2025Q2: 142,694 shares; 2025Q3: 107,101 shares; 2025Q4: 97,164 shares 97,164 $26.9M 0.03% -9,937 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,716 shares; 2024Q4: 662,113 shares; 2025Q1: 660,249 shares; 2025Q2: 662,080 shares; 2025Q3: 656,556 shares; 2025Q4: 668,143 shares 668,143 $26.9M 0.03% +11,587 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: 411,199 shares 411,199 $26.9M 0.03% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,158 shares; 2024Q4: 234,889 shares; 2025Q1: 242,170 shares; 2025Q2: 271,959 shares; 2025Q3: 270,794 shares; 2025Q4: 313,909 shares 313,909 $26.6M 0.03% +43,115 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,528 shares; 2024Q4: 1,201,710 shares; 2025Q1: 1,136,475 shares; 2025Q2: 1,144,958 shares; 2025Q3: 1,043,114 shares; 2025Q4: 1,006,504 shares 1,006,504 $26.5M 0.03% -36,610 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,177 shares; 2024Q4: 97,065 shares; 2025Q1: 95,470 shares; 2025Q2: 78,673 shares; 2025Q3: 80,939 shares; 2025Q4: 85,272 shares 85,272 $26.5M 0.03% +4,333 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,555 shares; 2024Q4: 227,222 shares; 2025Q1: 397,472 shares; 2025Q2: 166,495 shares; 2025Q3: 168,895 shares; 2025Q4: 239,356 shares 239,356 $26.4M 0.03% +70,461 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,636 shares; 2024Q4: 390,413 shares; 2025Q1: 777,552 shares; 2025Q2: 803,740 shares; 2025Q3: 825,704 shares; 2025Q4: 991,064 shares 991,064 $26.3M 0.03% +165,360 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: 150,709 shares; 2024Q4: 169,367 shares; 2025Q1: 166,265 shares; 2025Q2: 158,750 shares; 2025Q3: 131,882 shares; 2025Q4: 114,920 shares 114,920 $26.2M 0.03% -16,962 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,283 shares; 2024Q4: 790,463 shares; 2025Q1: 460,261 shares; 2025Q2: 481,715 shares; 2025Q3: 302,746 shares; 2025Q4: 255,238 shares 255,238 $26.1M 0.03% -47,508 Timeline STIP 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: 240,797 shares; 2024Q4: 196,580 shares; 2025Q1: 203,272 shares; 2025Q2: 242,307 shares; 2025Q3: 254,517 shares; 2025Q4: 255,185 shares 255,185 $26.1M 0.03% +668 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,517 shares; 2024Q4: 113,927 shares; 2025Q1: 235,412 shares; 2025Q2: 245,640 shares; 2025Q3: 244,539 shares; 2025Q4: 244,939 shares 244,939 $25.8M 0.03% +400 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,175 shares; 2024Q4: 177,088 shares; 2025Q1: 171,193 shares; 2025Q2: 165,249 shares; 2025Q3: 197,890 shares; 2025Q4: 181,061 shares 181,061 $25.8M 0.03% -16,829 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: 255,852 shares; 2024Q4: 263,525 shares; 2025Q1: 272,600 shares; 2025Q2: 311,333 shares; 2025Q3: 312,179 shares; 2025Q4: 277,587 shares 277,587 $25.7M 0.03% -34,592 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: 233,982 shares; 2024Q4: 235,330 shares; 2025Q1: 214,772 shares; 2025Q2: 216,112 shares; 2025Q3: 207,976 shares; 2025Q4: 224,963 shares 224,963 $25.6M 0.03% +16,987 Timeline IBDW 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: 513,780 shares; 2024Q4: 564,247 shares; 2025Q1: 657,462 shares; 2025Q2: 841,259 shares; 2025Q3: 870,254 shares; 2025Q4: 1,211,230 shares 1,211,230 $25.6M 0.03% +340,976 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,815 shares; 2024Q4: 205,185 shares; 2025Q1: 219,815 shares; 2025Q2: 245,750 shares; 2025Q3: 244,855 shares; 2025Q4: 202,684 shares 202,684 $25.5M 0.03% -42,171 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,609 shares; 2024Q4: 375,006 shares; 2025Q1: 444,425 shares; 2025Q2: 452,038 shares; 2025Q3: 480,614 shares; 2025Q4: 494,957 shares 494,957 $25.5M 0.03% +14,343 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,400 shares; 2024Q4: 192,708 shares; 2025Q1: 187,810 shares; 2025Q2: 187,129 shares; 2025Q3: 185,659 shares; 2025Q4: 177,292 shares 177,292 $25.4M 0.03% -8,367 Timeline VCLT 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: 70,354 shares; 2024Q4: 23,551 shares; 2025Q1: 34,705 shares; 2025Q2: 37,506 shares; 2025Q3: 119,074 shares; 2025Q4: 334,453 shares 334,453 $25.4M 0.03% +215,379 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,209 shares; 2024Q4: 25,143 shares; 2025Q1: 26,105 shares; 2025Q2: 25,604 shares; 2025Q3: 37,002 shares; 2025Q4: 242,042 shares 242,042 $25.3M 0.03% +205,040 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: 235,675 shares; 2024Q4: 209,727 shares; 2025Q1: 276,059 shares; 2025Q2: 214,158 shares; 2025Q3: 199,765 shares; 2025Q4: 215,123 shares 215,123 $25.3M 0.03% +15,358 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,976 shares; 2024Q4: 264,202 shares; 2025Q1: 275,658 shares; 2025Q2: 270,167 shares; 2025Q3: 318,956 shares; 2025Q4: 316,557 shares 316,557 $25.1M 0.03% -2,399 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182,736 shares; 2025Q4: 1,171,595 shares 1,171,595 $25.1M 0.03% -11,141 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812,483 shares; 2025Q4: 818,050 shares 818,050 $25M 0.03% +5,567 Timeline UFEB 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: 22,863 shares; 2024Q4: 6,768 shares; 2025Q1: 232,744 shares; 2025Q2: 968,724 shares; 2025Q3: 770,721 shares; 2025Q4: 673,551 shares 673,551 $24.8M 0.03% -97,170 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,393 shares; 2024Q4: 827,605 shares; 2025Q1: 471,474 shares; 2025Q2: 463,749 shares; 2025Q3: 468,502 shares; 2025Q4: 452,028 shares 452,028 $24.7M 0.03% -16,474 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 411,973 shares; 2025Q2: 415,499 shares; 2025Q3: 415,785 shares; 2025Q4: 413,647 shares 413,647 $24.6M 0.03% -2,138 Timeline IBMP 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: 794,928 shares; 2024Q4: 969,627 shares; 2025Q1: 1,012,488 shares; 2025Q2: 950,210 shares; 2025Q3: 916,065 shares; 2025Q4: 968,164 shares 968,164 $24.6M 0.03% +52,099 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,460 shares; 2024Q4: 135,546 shares; 2025Q1: 131,246 shares; 2025Q2: 129,491 shares; 2025Q3: 132,789 shares; 2025Q4: 135,170 shares 135,170 $24.5M 0.03% +2,381 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501,528 shares; 2025Q2: 529,866 shares; 2025Q3: 554,664 shares; 2025Q4: 720,793 shares 720,793 $24.2M 0.03% +166,129 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: 3,026,440 shares; 2024Q4: 3,044,889 shares; 2025Q1: 2,004,718 shares; 2025Q2: 2,002,205 shares; 2025Q3: 325,360 shares; 2025Q4: 297,390 shares 297,390 $24.2M 0.03% -27,970 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,133,643 shares; 2025Q4: 687,649 shares 687,649 $24.1M 0.03% -445,994 Timeline JQUA 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: 55,091 shares; 2024Q4: 137,430 shares; 2025Q1: 232,188 shares; 2025Q2: 339,777 shares; 2025Q3: 385,333 shares; 2025Q4: 379,644 shares 379,644 $24M 0.03% -5,689 Timeline FLOT 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: 323,873 shares; 2024Q4: 465,264 shares; 2025Q1: 605,132 shares; 2025Q2: 582,622 shares; 2025Q3: 561,528 shares; 2025Q4: 471,163 shares 471,163 $24M 0.03% -90,365 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: 18,744 shares; 2024Q4: 33,909 shares; 2025Q1: 22,239 shares; 2025Q2: 25,117 shares; 2025Q3: 96,396 shares; 2025Q4: 105,761 shares 105,761 $23.9M 0.03% +9,365 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: 375,907 shares; 2024Q4: 375,890 shares; 2025Q1: 390,043 shares; 2025Q2: 391,549 shares; 2025Q3: 401,726 shares; 2025Q4: 1,372,888 shares 1,372,888 $23.8M 0.03% +971,162 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,784 shares; 2024Q4: 403,426 shares; 2025Q1: 419,560 shares; 2025Q2: 406,391 shares; 2025Q3: 425,841 shares; 2025Q4: 452,509 shares 452,509 $23.8M 0.03% +26,668 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,752 shares; 2024Q4: 934,739 shares; 2025Q1: 913,951 shares; 2025Q2: 819,504 shares; 2025Q3: 833,318 shares; 2025Q4: 769,059 shares 769,059 $23.8M 0.03% -64,259 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 75,118 shares; 2025Q1: 206,289 shares; 2025Q2: 316,180 shares; 2025Q3: 306,273 shares; 2025Q4: 327,665 shares 327,665 $23.8M 0.03% +21,392 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,519 shares; 2024Q4: 396,687 shares; 2025Q1: 432,614 shares; 2025Q2: 457,704 shares; 2025Q3: 448,355 shares; 2025Q4: 466,576 shares 466,576 $23.8M 0.03% +18,221 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,663 shares; 2025Q1: 989,588 shares; 2025Q2: 996,776 shares; 2025Q3: 1,030,323 shares; 2025Q4: 1,069,309 shares 1,069,309 $23.7M 0.03% +38,986 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: 66,416 shares; 2024Q4: 70,228 shares; 2025Q1: 75,908 shares; 2025Q2: 69,699 shares; 2025Q3: 68,252 shares; 2025Q4: 224,535 shares 224,535 $23.6M 0.03% +156,283 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: 67,170 shares; 2024Q4: 72,011 shares; 2025Q1: 70,921 shares; 2025Q2: 69,792 shares; 2025Q3: 68,793 shares; 2025Q4: 72,883 shares 72,883 $23.5M 0.03% +4,090 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: 567,552 shares; 2024Q4: 598,831 shares; 2025Q1: 665,461 shares; 2025Q2: 470,722 shares; 2025Q3: 542,546 shares; 2025Q4: 240,448 shares 240,448 $23.5M 0.03% -302,098 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,517 shares; 2024Q4: 318,926 shares; 2025Q1: 328,406 shares; 2025Q2: 325,096 shares; 2025Q3: 320,954 shares; 2025Q4: 311,979 shares 311,979 $23.4M 0.03% -8,975 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,188 shares; 2024Q4: 963,306 shares; 2025Q1: 809,092 shares; 2025Q2: 827,919 shares; 2025Q3: 846,670 shares; 2025Q4: 835,381 shares 835,381 $23.4M 0.03% -11,289 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,683 shares; 2024Q4: 39,495 shares; 2025Q1: 34,524 shares; 2025Q2: 30,661 shares; 2025Q3: 37,565 shares; 2025Q4: 38,161 shares 38,161 $23.3M 0.03% +596 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,755 shares; 2024Q4: 162,915 shares; 2025Q1: 150,321 shares; 2025Q2: 143,786 shares; 2025Q3: 145,358 shares; 2025Q4: 142,684 shares 142,684 $23.3M 0.03% -2,674 Timeline IQDG 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: 502,177 shares; 2024Q4: 486,005 shares; 2025Q1: 475,930 shares; 2025Q2: 500,177 shares; 2025Q3: 532,201 shares; 2025Q4: 554,170 shares 554,170 $23M 0.03% +21,969 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,942 shares; 2024Q4: 680,693 shares; 2025Q1: 689,606 shares; 2025Q2: 793,604 shares; 2025Q3: 815,392 shares; 2025Q4: 811,003 shares 811,003 $22.9M 0.03% -4,389 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,216 shares; 2024Q4: 17,338 shares; 2025Q1: 14,152 shares; 2025Q2: 15,389 shares; 2025Q3: 15,949 shares; 2025Q4: 17,230 shares 17,230 $22.9M 0.03% +1,281 Timeline IBIK 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: 767,581 shares; 2025Q2: 816,457 shares; 2025Q3: 879,641 shares; 2025Q4: 891,168 shares 891,168 $22.8M 0.02% +11,527 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: 83,491 shares; 2024Q4: 85,669 shares; 2025Q1: 84,948 shares; 2025Q2: 78,800 shares; 2025Q3: 86,690 shares; 2025Q4: 86,972 shares 86,972 $22.8M 0.02% +282 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,913 shares; 2024Q4: 380,420 shares; 2025Q1: 359,562 shares; 2025Q2: 369,501 shares; 2025Q3: 386,118 shares; 2025Q4: 403,644 shares 403,644 $22.8M 0.02% +17,526 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,981 shares; 2024Q4: 71,413 shares; 2025Q1: 67,677 shares; 2025Q2: 57,377 shares; 2025Q3: 161,896 shares; 2025Q4: 166,642 shares 166,642 $22.7M 0.02% +4,746 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,771 shares; 2025Q3: 212,265 shares; 2025Q4: 224,657 shares 224,657 $22.7M 0.02% +12,392 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,358 shares; 2024Q4: 467,260 shares; 2025Q1: 473,374 shares; 2025Q2: 460,964 shares; 2025Q3: 470,515 shares; 2025Q4: 486,077 shares 486,077 $22.6M 0.02% +15,562 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,393 shares; 2024Q4: 576,057 shares; 2025Q1: 575,797 shares; 2025Q2: 543,141 shares; 2025Q3: 502,623 shares; 2025Q4: 520,988 shares 520,988 $22.6M 0.02% +18,365 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,671 shares; 2024Q4: 69,596 shares; 2025Q1: 110,353 shares; 2025Q2: 59,167 shares; 2025Q3: 87,057 shares; 2025Q4: 79,772 shares 79,772 $22.6M 0.02% -7,285 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: 179,246 shares; 2024Q4: 147,055 shares; 2025Q1: 141,140 shares; 2025Q2: 147,476 shares; 2025Q3: 131,823 shares; 2025Q4: 138,207 shares 138,207 $22.5M 0.02% +6,384 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: 417,744 shares; 2024Q4: 461,651 shares; 2025Q1: 498,209 shares; 2025Q2: 465,337 shares; 2025Q3: 498,080 shares; 2025Q4: 518,964 shares 518,964 $22.2M 0.02% +20,884 Timeline EWC 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: 445,794 shares; 2024Q4: 443,954 shares; 2025Q1: 394,513 shares; 2025Q2: 392,660 shares; 2025Q3: 407,142 shares; 2025Q4: 411,763 shares 411,763 $22.2M 0.02% +4,621 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: 105,227 shares; 2024Q4: 104,337 shares; 2025Q1: 78,009 shares; 2025Q2: 103,096 shares; 2025Q3: 139,285 shares; 2025Q4: 136,733 shares 136,733 $22.1M 0.02% -2,552 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,250 shares; 2024Q4: 291,887 shares; 2025Q1: 311,347 shares; 2025Q2: 258,979 shares; 2025Q3: 244,419 shares; 2025Q4: 272,909 shares 272,909 $22M 0.02% +28,490 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: 134,901 shares; 2024Q4: 177,266 shares; 2025Q1: 123,834 shares; 2025Q2: 419,045 shares; 2025Q3: 181,456 shares; 2025Q4: 216,388 shares 216,388 $22M 0.02% +34,932 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,170 shares; 2024Q4: 55,890 shares; 2025Q1: 175,122 shares; 2025Q2: 243,334 shares; 2025Q3: 294,295 shares; 2025Q4: 325,693 shares 325,693 $21.9M 0.02% +31,398 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: 399,897 shares; 2024Q4: 290,224 shares; 2025Q1: 252,767 shares; 2025Q2: 248,815 shares; 2025Q3: 266,313 shares; 2025Q4: 276,039 shares 276,039 $21.9M 0.02% +9,726 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,133 shares; 2024Q4: 217,461 shares; 2025Q1: 213,980 shares; 2025Q2: 217,118 shares; 2025Q3: 218,711 shares; 2025Q4: 229,365 shares 229,365 $21.8M 0.02% +10,654 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: 541,487 shares; 2024Q4: 463,360 shares; 2025Q1: 464,063 shares; 2025Q2: 470,029 shares; 2025Q3: 517,648 shares; 2025Q4: 535,219 shares 535,219 $21.6M 0.02% +17,571 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: 43,474 shares; 2024Q4: 44,906 shares; 2025Q1: 45,243 shares; 2025Q2: 41,020 shares; 2025Q3: 45,654 shares; 2025Q4: 44,039 shares 44,039 $21.6M 0.02% -1,615 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,242 shares; 2024Q4: 48,586 shares; 2025Q1: 53,625 shares; 2025Q2: 56,347 shares; 2025Q3: 44,015 shares; 2025Q4: 47,559 shares 47,559 $21.6M 0.02% +3,544 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,651 shares 160,651 $21.5M 0.02% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,519 shares; 2024Q4: 351,854 shares; 2025Q1: 364,407 shares; 2025Q2: 396,795 shares; 2025Q3: 427,555 shares; 2025Q4: 418,448 shares 418,448 $21.5M 0.02% -9,107 Timeline IBDX 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: 388,733 shares; 2024Q4: 393,608 shares; 2025Q1: 425,259 shares; 2025Q2: 445,324 shares; 2025Q3: 541,044 shares; 2025Q4: 833,404 shares 833,404 $21.3M 0.02% +292,360 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,070 shares; 2024Q4: 68,433 shares; 2025Q1: 81,720 shares; 2025Q2: 84,082 shares; 2025Q3: 84,809 shares; 2025Q4: 102,591 shares 102,591 $21.3M 0.02% +17,782 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,310 shares; 2024Q4: 585,213 shares; 2025Q1: 569,574 shares; 2025Q2: 231,359 shares; 2025Q3: 265,529 shares; 2025Q4: 262,779 shares 262,779 $21.2M 0.02% -2,750 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,964 shares; 2024Q4: 142,641 shares; 2025Q1: 158,157 shares; 2025Q2: 155,419 shares; 2025Q3: 160,288 shares; 2025Q4: 173,859 shares 173,859 $21M 0.02% +13,571 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,525 shares; 2024Q4: 437,212 shares; 2025Q1: 439,253 shares; 2025Q2: 435,821 shares; 2025Q3: 430,240 shares; 2025Q4: 403,839 shares 403,839 $21M 0.02% -26,401 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,846 shares; 2024Q4: 163,979 shares; 2025Q1: 218,945 shares; 2025Q2: 241,644 shares; 2025Q3: 265,644 shares; 2025Q4: 266,449 shares 266,449 $21M 0.02% +805 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,656 shares; 2024Q4: 271,082 shares; 2025Q1: 260,404 shares; 2025Q2: 331,794 shares; 2025Q3: 453,474 shares; 2025Q4: 471,317 shares 471,317 $21M 0.02% +17,843 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,338 shares; 2024Q4: 150,550 shares; 2025Q1: 215,105 shares; 2025Q2: 194,900 shares; 2025Q3: 220,153 shares; 2025Q4: 203,358 shares 203,358 $20.8M 0.02% -16,795 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: 463,797 shares; 2024Q4: 431,847 shares; 2025Q1: 366,120 shares; 2025Q2: 329,578 shares; 2025Q3: 283,613 shares; 2025Q4: 282,288 shares 282,288 $20.7M 0.02% -1,325 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,957 shares; 2025Q2: 224,567 shares; 2025Q3: 193,963 shares; 2025Q4: 227,826 shares 227,826 $20.5M 0.02% +33,863 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,286 shares; 2024Q4: 526,615 shares; 2025Q1: 507,092 shares; 2025Q2: 518,057 shares; 2025Q3: 412,507 shares; 2025Q4: 438,748 shares 438,748 $20.4M 0.02% +26,241 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,469 shares; 2024Q4: 18,574 shares; 2025Q1: 11,919 shares; 2025Q2: 10,535 shares; 2025Q3: not reported; 2025Q4: 1,587,640 shares 1,587,640 $20.4M 0.02% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,465 shares; 2024Q4: 285,117 shares; 2025Q1: 281,782 shares; 2025Q2: 300,093 shares; 2025Q3: 301,236 shares; 2025Q4: 303,539 shares 303,539 $20.4M 0.02% +2,303 Timeline RLY 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: 307,155 shares; 2024Q4: 308,468 shares; 2025Q1: 308,576 shares; 2025Q2: 364,177 shares; 2025Q3: 579,462 shares; 2025Q4: 647,836 shares 647,836 $20.4M 0.02% +68,374 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,610 shares; 2024Q4: 85,220 shares; 2025Q1: 75,459 shares; 2025Q2: 77,072 shares; 2025Q3: 73,916 shares; 2025Q4: 73,728 shares 73,728 $20.3M 0.02% -188 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 5,023 shares; 2025Q1: 5,073 shares; 2025Q2: 4,931 shares; 2025Q3: 4,838 shares; 2025Q4: 115,587 shares 115,587 $20.3M 0.02% +110,749 Timeline SMH 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: 38,296 shares; 2024Q4: 33,485 shares; 2025Q1: 36,154 shares; 2025Q2: 34,402 shares; 2025Q3: 53,708 shares; 2025Q4: 56,124 shares 56,124 $20.2M 0.02% +2,416 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: 11,699 shares; 2024Q4: 30,375 shares; 2025Q1: 22,549 shares; 2025Q2: 23,723 shares; 2025Q3: 15,918 shares; 2025Q4: 87,863 shares 87,863 $20.2M 0.02% +71,945 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: 112,299 shares; 2024Q4: 117,536 shares; 2025Q1: 92,341 shares; 2025Q2: 132,450 shares; 2025Q3: 111,682 shares; 2025Q4: 111,932 shares 111,932 $20.2M 0.02% +250 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: 51,848 shares; 2024Q4: 55,550 shares; 2025Q1: 53,306 shares; 2025Q2: 72,890 shares; 2025Q3: 77,154 shares; 2025Q4: 77,280 shares 77,280 $20.2M 0.02% +126 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,003 shares; 2024Q4: 32,149 shares; 2025Q1: 81,240 shares; 2025Q2: 79,271 shares; 2025Q3: 78,560 shares; 2025Q4: 920,206 shares 920,206 $20.2M 0.02% +841,646 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,336 shares; 2024Q4: 41,336 shares; 2025Q1: 41,336 shares; 2025Q2: 41,336 shares; 2025Q3: 41,336 shares; 2025Q4: 41,337 shares 41,337 $20.1M 0.02% +1 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,687 shares; 2024Q4: 188,060 shares; 2025Q1: 175,273 shares; 2025Q2: 173,947 shares; 2025Q3: 177,468 shares; 2025Q4: 161,280 shares 161,280 $20.1M 0.02% -16,188 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 45,149 shares; 2025Q1: 222,688 shares; 2025Q2: 196,531 shares; 2025Q3: 166,784 shares; 2025Q4: 151,399 shares 151,399 $20.1M 0.02% -15,385 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,792 shares; 2024Q4: 33,870 shares; 2025Q1: 39,862 shares; 2025Q2: 32,582 shares; 2025Q3: 36,821 shares; 2025Q4: 37,712 shares 37,712 $20.1M 0.02% +891 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,730 shares; 2024Q4: 392,234 shares; 2025Q1: 375,368 shares; 2025Q2: 555,060 shares; 2025Q3: 527,467 shares; 2025Q4: 658,396 shares 658,396 $20M 0.02% +130,929 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,279 shares; 2024Q4: 81,372 shares; 2025Q1: 118,973 shares; 2025Q2: 126,341 shares; 2025Q3: 78,871 shares; 2025Q4: 72,695 shares 72,695 $20M 0.02% -6,176 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,080 shares; 2024Q4: 73,930 shares; 2025Q1: 70,837 shares; 2025Q2: 70,029 shares; 2025Q3: 74,031 shares; 2025Q4: 78,132 shares 78,132 $20M 0.02% +4,101 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,498 shares; 2024Q4: 76,695 shares; 2025Q1: 80,688 shares; 2025Q2: 77,310 shares; 2025Q3: 83,416 shares; 2025Q4: 82,316 shares 82,316 $20M 0.02% -1,100 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,631 shares; 2024Q4: 142,903 shares; 2025Q1: 165,775 shares; 2025Q2: 169,639 shares; 2025Q3: 164,705 shares; 2025Q4: 342,979 shares 342,979 $19.9M 0.02% +178,274 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,167 shares; 2024Q4: 243,745 shares; 2025Q1: 247,192 shares; 2025Q2: 260,179 shares; 2025Q3: 291,598 shares; 2025Q4: 285,776 shares 285,776 $19.8M 0.02% -5,822 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596,850 shares; 2024Q4: 1,189,004 shares; 2025Q1: 1,453,840 shares; 2025Q2: 1,488,670 shares; 2025Q3: 1,385,003 shares; 2025Q4: 1,382,176 shares 1,382,176 $19.8M 0.02% -2,827 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,788 shares; 2024Q4: 94,327 shares; 2025Q1: 95,527 shares; 2025Q2: 93,624 shares; 2025Q3: 85,110 shares; 2025Q4: 65,358 shares 65,358 $19.6M 0.02% -19,752 Timeline IBMQ 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: 668,732 shares; 2024Q4: 663,225 shares; 2025Q1: 700,645 shares; 2025Q2: 653,576 shares; 2025Q3: 663,349 shares; 2025Q4: 766,908 shares 766,908 $19.6M 0.02% +103,559 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: 560,590 shares; 2024Q4: 593,566 shares; 2025Q1: 614,791 shares; 2025Q2: 637,834 shares; 2025Q3: 557,680 shares; 2025Q4: 366,713 shares 366,713 $19.6M 0.02% -190,967 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,736 shares; 2024Q4: 508,293 shares; 2025Q1: 503,467 shares; 2025Q2: 255,952 shares; 2025Q3: 252,759 shares; 2025Q4: 231,233 shares 231,233 $19.4M 0.02% -21,526 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,335 shares; 2024Q4: 145,424 shares; 2025Q1: 188,485 shares; 2025Q2: 173,395 shares; 2025Q3: 187,539 shares; 2025Q4: 278,659 shares 278,659 $19.3M 0.02% +91,120 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555,180 shares; 2024Q4: 2,113,470 shares; 2025Q1: 1,741,482 shares; 2025Q2: 1,966,913 shares; 2025Q3: 1,450,383 shares; 2025Q4: 775,551 shares 775,551 $19.3M 0.02% -674,832 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,372 shares; 2024Q4: 435,555 shares; 2025Q1: 428,252 shares; 2025Q2: 442,836 shares; 2025Q3: 451,513 shares; 2025Q4: 433,100 shares 433,100 $19.2M 0.02% -18,413 Timeline OEF 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: 40,943 shares; 2024Q4: 40,299 shares; 2025Q1: 41,717 shares; 2025Q2: 44,409 shares; 2025Q3: 52,260 shares; 2025Q4: 55,573 shares 55,573 $19.1M 0.02% +3,313 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,703 shares; 2024Q4: 401,220 shares; 2025Q1: 382,263 shares; 2025Q2: 375,720 shares; 2025Q3: 359,010 shares; 2025Q4: 346,374 shares 346,374 $19.1M 0.02% -12,636 Timeline IBMR 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: 502,992 shares; 2024Q4: 652,909 shares; 2025Q1: 740,147 shares; 2025Q2: 731,392 shares; 2025Q3: 712,052 shares; 2025Q4: 745,806 shares 745,806 $19M 0.02% +33,754 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,385 shares; 2024Q4: 130,041 shares; 2025Q1: 135,606 shares; 2025Q2: 397,181 shares; 2025Q3: 485,162 shares; 2025Q4: 616,292 shares 616,292 $18.8M 0.02% +131,130 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: 295,828 shares; 2024Q4: 307,193 shares; 2025Q1: 309,917 shares; 2025Q2: 295,071 shares; 2025Q3: 285,917 shares; 2025Q4: 287,974 shares 287,974 $18.7M 0.02% +2,057 Timeline FNDB 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: 220,509 shares; 2024Q4: 666,080 shares; 2025Q1: 672,998 shares; 2025Q2: 695,144 shares; 2025Q3: 692,173 shares; 2025Q4: 704,137 shares 704,137 $18.7M 0.02% +11,964 Timeline IXP 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: 2,819 shares; 2024Q4: 2,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,649 shares; 2025Q4: 153,911 shares 153,911 $18.7M 0.02% +152,262 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,472 shares; 2024Q4: 29,832 shares; 2025Q1: 29,629 shares; 2025Q2: 31,978 shares; 2025Q3: 27,719 shares; 2025Q4: 27,500 shares 27,500 $18.6M 0.02% -219 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: 40,708 shares; 2024Q4: 42,716 shares; 2025Q1: 50,650 shares; 2025Q2: 59,438 shares; 2025Q3: 106,147 shares; 2025Q4: 114,601 shares 114,601 $18.6M 0.02% +8,454 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: 163,146 shares; 2024Q4: 153,071 shares; 2025Q1: 151,054 shares; 2025Q2: 91,791 shares; 2025Q3: 90,012 shares; 2025Q4: 88,663 shares 88,663 $18.5M 0.02% -1,349 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,594,432 shares 1,594,432 $18.4M 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 21,993 shares; 2025Q1: 22,237 shares; 2025Q2: 23,544 shares; 2025Q3: 23,559 shares; 2025Q4: 24,009 shares 24,009 $18.4M 0.02% +450 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 35,102 shares; 2025Q1: 34,837 shares; 2025Q2: 33,127 shares; 2025Q3: 34,403 shares; 2025Q4: 39,390 shares 39,390 $18.4M 0.02% +4,987 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,067 shares; 2024Q4: 166,224 shares; 2025Q1: 157,884 shares; 2025Q2: 381,800 shares; 2025Q3: 409,930 shares; 2025Q4: 402,106 shares 402,106 $18.3M 0.02% -7,824 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,688 shares; 2024Q4: 228,141 shares; 2025Q1: 113,120 shares; 2025Q2: 127,545 shares; 2025Q3: 153,110 shares; 2025Q4: 130,281 shares 130,281 $18M 0.02% -22,829 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,604 shares; 2024Q4: 239,599 shares; 2025Q1: 223,311 shares; 2025Q2: 213,772 shares; 2025Q3: 246,840 shares; 2025Q4: 150,546 shares 150,546 $18M 0.02% -96,294 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,159 shares; 2024Q4: 113,747 shares; 2025Q1: 101,366 shares; 2025Q2: 90,797 shares; 2025Q3: 100,390 shares; 2025Q4: 98,183 shares 98,183 $17.9M 0.02% -2,207 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672,192 shares; 2024Q4: 1,529,679 shares; 2025Q1: 1,600,503 shares; 2025Q2: 1,497,812 shares; 2025Q3: 1,390,831 shares; 2025Q4: 1,017,469 shares 1,017,469 $17.8M 0.02% -373,362 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: 87,588 shares; 2024Q4: 87,598 shares; 2025Q1: 91,984 shares; 2025Q2: 90,007 shares; 2025Q3: 93,429 shares; 2025Q4: 95,990 shares 95,990 $17.8M 0.02% +2,561 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: 48,204 shares; 2024Q4: 68,535 shares; 2025Q1: 75,946 shares; 2025Q2: 82,664 shares; 2025Q3: 88,849 shares; 2025Q4: 117,210 shares 117,210 $17.8M 0.02% +28,361 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: 440,765 shares; 2024Q4: 440,339 shares; 2025Q1: 439,151 shares; 2025Q2: 431,695 shares; 2025Q3: 433,354 shares; 2025Q4: 425,087 shares 425,087 $17.8M 0.02% -8,267 Timeline FENY 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: 882,644 shares; 2024Q4: 1,004,150 shares; 2025Q1: 1,022,058 shares; 2025Q2: 745,905 shares; 2025Q3: 752,617 shares; 2025Q4: 715,015 shares 715,015 $17.7M 0.02% -37,602 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE 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: 188,644 shares; 2025Q4: 187,627 shares 187,627 $17.7M 0.02% -1,017 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,576 shares; 2025Q1: 120,970 shares; 2025Q2: 147,081 shares; 2025Q3: 279,067 shares; 2025Q4: 344,394 shares 344,394 $17.7M 0.02% +65,327 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,677 shares; 2024Q4: 732,127 shares; 2025Q1: 822,443 shares; 2025Q2: 834,208 shares; 2025Q3: 833,803 shares; 2025Q4: 880,016 shares 880,016 $17.6M 0.02% +46,213 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: 143,554 shares; 2024Q4: 169,309 shares; 2025Q1: 170,872 shares; 2025Q2: 164,850 shares; 2025Q3: 156,610 shares; 2025Q4: 156,889 shares 156,889 $17.6M 0.02% +279 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,524 shares; 2024Q4: 76,931 shares; 2025Q1: 59,151 shares; 2025Q2: 358,194 shares; 2025Q3: 363,707 shares; 2025Q4: 366,502 shares 366,502 $17.6M 0.02% +2,795 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,966 shares; 2024Q4: 81,848 shares; 2025Q1: 84,678 shares; 2025Q2: 91,438 shares; 2025Q3: 164,338 shares; 2025Q4: 177,266 shares 177,266 $17.6M 0.02% +12,928 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: 114,910 shares; 2024Q4: 122,105 shares; 2025Q1: 121,091 shares; 2025Q2: 126,724 shares; 2025Q3: 137,475 shares; 2025Q4: 131,515 shares 131,515 $17.6M 0.02% -5,960 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,678 shares; 2024Q4: 233,288 shares; 2025Q1: 250,484 shares; 2025Q2: 267,748 shares; 2025Q3: 290,880 shares; 2025Q4: 291,736 shares 291,736 $17.5M 0.02% +856 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,148 shares; 2024Q4: 65,551 shares; 2025Q1: 63,092 shares; 2025Q2: 60,731 shares; 2025Q3: 59,682 shares; 2025Q4: 58,814 shares 58,814 $17.4M 0.02% -868 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: 10,319 shares; 2024Q4: 11,342 shares; 2025Q1: 8,235 shares; 2025Q2: 13,711 shares; 2025Q3: 9,040 shares; 2025Q4: 75,936 shares 75,936 $17.4M 0.02% +66,896 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,572 shares; 2024Q4: 182,255 shares; 2025Q1: 491,162 shares; 2025Q2: 344,333 shares; 2025Q3: 354,617 shares; 2025Q4: 316,898 shares 316,898 $17.4M 0.02% -37,719 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,337 shares; 2024Q4: 77,563 shares; 2025Q1: 259,032 shares; 2025Q2: 283,186 shares; 2025Q3: 292,848 shares; 2025Q4: 319,903 shares 319,903 $17.3M 0.02% +27,055 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,948 shares; 2024Q4: 182,629 shares; 2025Q1: 181,608 shares; 2025Q2: 183,507 shares; 2025Q3: 184,051 shares; 2025Q4: 183,437 shares 183,437 $17.3M 0.02% -614 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,324 shares; 2024Q4: 406,149 shares; 2025Q1: 440,084 shares; 2025Q2: 579,977 shares; 2025Q3: 674,833 shares; 2025Q4: 726,964 shares 726,964 $17.2M 0.02% +52,131 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,963 shares; 2025Q3: 211,379 shares; 2025Q4: 543,805 shares 543,805 $17.2M 0.02% +332,426 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: 661,051 shares; 2024Q4: 607,484 shares; 2025Q1: 535,638 shares; 2025Q2: 339,082 shares; 2025Q3: 402,704 shares; 2025Q4: 396,868 shares 396,868 $17.2M 0.02% -5,836 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,853 shares; 2024Q4: 32,153 shares; 2025Q1: 18,615 shares; 2025Q2: 16,930 shares; 2025Q3: 24,171 shares; 2025Q4: 25,295 shares 25,295 $17M 0.02% +1,124 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,307 shares; 2025Q1: 261,035 shares; 2025Q2: 301,713 shares; 2025Q3: 314,332 shares; 2025Q4: 321,035 shares 321,035 $17M 0.02% +6,703 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: 84,062 shares; 2024Q4: 82,235 shares; 2025Q1: 80,561 shares; 2025Q2: 85,296 shares; 2025Q3: 86,057 shares; 2025Q4: 85,892 shares 85,892 $16.9M 0.02% -165 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,678 shares; 2024Q4: 504,042 shares; 2025Q1: 509,592 shares; 2025Q2: 511,901 shares; 2025Q3: 507,935 shares; 2025Q4: 505,757 shares 505,757 $16.9M 0.02% -2,178 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,808 shares; 2024Q4: 21,902 shares; 2025Q1: 28,123 shares; 2025Q2: 89,038 shares; 2025Q3: 373,286 shares; 2025Q4: 459,457 shares 459,457 $16.8M 0.02% +86,171 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: 109,978 shares; 2024Q4: 105,771 shares; 2025Q1: 108,423 shares; 2025Q2: 179,872 shares; 2025Q3: 182,557 shares; 2025Q4: 172,495 shares 172,495 $16.4M 0.02% -10,062 Timeline DTD 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: 214,543 shares; 2024Q4: 195,828 shares; 2025Q1: 196,470 shares; 2025Q2: 195,342 shares; 2025Q3: 193,503 shares; 2025Q4: 193,597 shares 193,597 $16.4M 0.02% +94 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: 104,636 shares; 2024Q4: 102,216 shares; 2025Q1: 106,672 shares; 2025Q2: 72,581 shares; 2025Q3: 81,188 shares; 2025Q4: 96,234 shares 96,234 $16.4M 0.02% +15,046 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,102 shares; 2025Q4: 294,873 shares 294,873 $16.4M 0.02% +137,771 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,277 shares; 2024Q4: 197,582 shares; 2025Q1: 331,888 shares; 2025Q2: 277,854 shares; 2025Q3: 234,137 shares; 2025Q4: 338,735 shares 338,735 $16.4M 0.02% +104,598 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,372 shares; 2024Q4: 66,888 shares; 2025Q1: 65,955 shares; 2025Q2: 65,806 shares; 2025Q3: 65,393 shares; 2025Q4: 65,204 shares 65,204 $16.4M 0.02% -189 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: 159,861 shares; 2024Q4: 161,076 shares; 2025Q1: 157,284 shares; 2025Q2: 166,299 shares; 2025Q3: 169,379 shares; 2025Q4: 185,448 shares 185,448 $16.3M 0.02% +16,069 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,613 shares; 2024Q4: 88,983 shares; 2025Q1: 88,920 shares; 2025Q2: 89,353 shares; 2025Q3: 85,461 shares; 2025Q4: 83,229 shares 83,229 $16.2M 0.02% -2,232 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: 33,810 shares; 2024Q4: 31,465 shares; 2025Q1: 30,468 shares; 2025Q2: 78,227 shares; 2025Q3: 79,172 shares; 2025Q4: 72,262 shares 72,262 $16.2M 0.02% -6,910 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,684 shares; 2024Q4: 200,289 shares; 2025Q1: 84,027 shares; 2025Q2: 79,608 shares; 2025Q3: 75,569 shares; 2025Q4: 74,573 shares 74,573 $16.2M 0.02% -996 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,678 shares; 2024Q4: 898,947 shares; 2025Q1: 650,851 shares; 2025Q2: 913,521 shares; 2025Q3: 519,482 shares; 2025Q4: 690,601 shares 690,601 $16.1M 0.02% +171,119 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,073 shares; 2024Q4: 163,221 shares; 2025Q1: 984,799 shares; 2025Q2: 1,009,360 shares; 2025Q3: 375,993 shares; 2025Q4: 312,692 shares 312,692 $16.1M 0.02% -63,301 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,976 shares; 2024Q4: 14,937 shares; 2025Q1: 14,395 shares; 2025Q2: 64,130 shares; 2025Q3: 63,931 shares; 2025Q4: 64,181 shares 64,181 $16.1M 0.02% +250 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: 442,443 shares; 2024Q4: 392,543 shares; 2025Q1: 391,996 shares; 2025Q2: 299,346 shares; 2025Q3: 355,215 shares; 2025Q4: 346,701 shares 346,701 $16.1M 0.02% -8,514 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: 6,395 shares; 2024Q4: 7,321 shares; 2025Q1: 7,365 shares; 2025Q2: 7,563 shares; 2025Q3: 56,739 shares; 2025Q4: 223,166 shares 223,166 $16.1M 0.02% +166,427 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,850 shares; 2024Q4: 235,403 shares; 2025Q1: 208,543 shares; 2025Q2: 248,985 shares; 2025Q3: 350,531 shares; 2025Q4: 462,279 shares 462,279 $16M 0.02% +111,748 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,916 shares; 2024Q4: 51,673 shares; 2025Q1: 46,575 shares; 2025Q2: 45,609 shares; 2025Q3: 54,088 shares; 2025Q4: 50,958 shares 50,958 $15.9M 0.02% -3,130 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: 1,880,534 shares; 2024Q4: 1,851,868 shares; 2025Q1: 2,472,865 shares; 2025Q2: 2,558,285 shares; 2025Q3: 2,574,341 shares; 2025Q4: 384,828 shares 384,828 $15.8M 0.02% -2,189,513 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,887 shares; 2024Q4: 387,046 shares; 2025Q1: 397,090 shares; 2025Q2: 361,975 shares; 2025Q3: 356,724 shares; 2025Q4: 357,711 shares 357,711 $15.8M 0.02% +987 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,435 shares; 2024Q4: 89,028 shares; 2025Q1: 209,200 shares; 2025Q2: 237,598 shares; 2025Q3: 240,815 shares; 2025Q4: 222,318 shares 222,318 $15.8M 0.02% -18,497 Timeline PXH 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: 550,721 shares; 2024Q4: 553,049 shares; 2025Q1: 576,365 shares; 2025Q2: 571,395 shares; 2025Q3: 587,007 shares; 2025Q4: 610,776 shares 610,776 $15.8M 0.02% +23,769 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,718 shares; 2024Q4: 79,016 shares; 2025Q1: 77,715 shares; 2025Q2: 59,477 shares; 2025Q3: 56,874 shares; 2025Q4: 54,583 shares 54,583 $15.7M 0.02% -2,291 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,451 shares; 2024Q4: 94,782 shares; 2025Q1: 85,195 shares; 2025Q2: 270,329 shares; 2025Q3: 129,528 shares; 2025Q4: 123,091 shares 123,091 $15.7M 0.02% -6,437 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,287 shares; 2024Q4: 127,872 shares; 2025Q1: 129,788 shares; 2025Q2: 124,358 shares; 2025Q3: 127,918 shares; 2025Q4: 127,370 shares 127,370 $15.7M 0.02% -548 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,789 shares; 2024Q4: 363,966 shares; 2025Q1: 255,901 shares; 2025Q2: 206,599 shares; 2025Q3: 597,302 shares; 2025Q4: 630,919 shares 630,919 $15.7M 0.02% +33,617 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,845 shares; 2024Q4: 129,247 shares; 2025Q1: 124,258 shares; 2025Q2: 125,891 shares; 2025Q3: 124,755 shares; 2025Q4: 124,232 shares 124,232 $15.7M 0.02% -523 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,136 shares; 2024Q4: 239,103 shares; 2025Q1: 225,610 shares; 2025Q2: 330,385 shares; 2025Q3: 342,724 shares; 2025Q4: 363,417 shares 363,417 $15.6M 0.02% +20,693 Timeline BUFR 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: 347,511 shares; 2024Q4: 389,967 shares; 2025Q1: 429,332 shares; 2025Q2: 414,176 shares; 2025Q3: 426,331 shares; 2025Q4: 455,213 shares 455,213 $15.6M 0.02% +28,882 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: 943,769 shares; 2024Q4: 780,650 shares; 2025Q1: 783,292 shares; 2025Q2: 898,862 shares; 2025Q3: 914,611 shares; 2025Q4: 928,105 shares 928,105 $15.5M 0.02% +13,494 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,816 shares; 2024Q4: 309,349 shares; 2025Q1: 310,077 shares; 2025Q2: 245,010 shares; 2025Q3: 193,384 shares; 2025Q4: 182,485 shares 182,485 $15.5M 0.02% -10,899 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,081 shares; 2024Q4: 350,731 shares; 2025Q1: 363,803 shares; 2025Q2: 348,580 shares; 2025Q3: 372,140 shares; 2025Q4: 373,482 shares 373,482 $15.5M 0.02% +1,342 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029,924 shares 1,029,924 $15.4M 0.02% new Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,024 shares; 2025Q2: 25,343 shares; 2025Q3: 510,058 shares; 2025Q4: 532,097 shares 532,097 $15.4M 0.02% +22,039 Timeline ITM 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: 64,133 shares; 2024Q4: 364,622 shares; 2025Q1: 358,037 shares; 2025Q2: 344,123 shares; 2025Q3: 341,892 shares; 2025Q4: 326,019 shares 326,019 $15.4M 0.02% -15,873 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,368 shares; 2024Q4: 47,232 shares; 2025Q1: 50,264 shares; 2025Q2: 136,577 shares; 2025Q3: 141,301 shares; 2025Q4: 135,671 shares 135,671 $15.3M 0.02% -5,630 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,512 shares; 2024Q4: 104,243 shares; 2025Q1: 104,804 shares; 2025Q2: 86,864 shares; 2025Q3: 88,331 shares; 2025Q4: 85,714 shares 85,714 $15.3M 0.02% -2,617 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: 168,672 shares; 2024Q4: 159,583 shares; 2025Q1: 141,473 shares; 2025Q2: 197,003 shares; 2025Q3: 206,717 shares; 2025Q4: 198,894 shares 198,894 $15.3M 0.02% -7,823 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,149 shares; 2024Q4: 229,855 shares; 2025Q1: 214,575 shares; 2025Q2: 195,412 shares; 2025Q3: 402,013 shares; 2025Q4: 418,636 shares 418,636 $15.3M 0.02% +16,623 Timeline NOBL 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: 140,769 shares; 2024Q4: 141,484 shares; 2025Q1: 125,149 shares; 2025Q2: 136,889 shares; 2025Q3: 140,909 shares; 2025Q4: 146,318 shares 146,318 $15.2M 0.02% +5,409 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,965 shares; 2025Q4: 146,503 shares 146,503 $15.2M 0.02% +103,538 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,798 shares; 2024Q4: 309,524 shares; 2025Q1: 311,791 shares; 2025Q2: 391,098 shares; 2025Q3: 425,175 shares; 2025Q4: 429,973 shares 429,973 $15.1M 0.02% +4,798 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,255 shares; 2025Q1: 7,858 shares; 2025Q2: 8,175 shares; 2025Q3: 7,887 shares; 2025Q4: 7,505 shares 7,505 $15.1M 0.02% -382 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,432 shares; 2024Q4: 288,237 shares; 2025Q1: 274,100 shares; 2025Q2: 258,424 shares; 2025Q3: 269,350 shares; 2025Q4: 317,388 shares 317,388 $15.1M 0.02% +48,038 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,099 shares; 2025Q1: 247,299 shares; 2025Q2: 233,185 shares; 2025Q3: 242,760 shares; 2025Q4: 288,137 shares 288,137 $15.1M 0.02% +45,377 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,581 shares; 2024Q4: 130,997 shares; 2025Q1: 129,321 shares; 2025Q2: 129,401 shares; 2025Q3: 123,294 shares; 2025Q4: 123,773 shares 123,773 $15.1M 0.02% +479 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: 499,387 shares; 2024Q4: 435,231 shares; 2025Q1: 222,861 shares; 2025Q2: 199,407 shares; 2025Q3: 188,157 shares; 2025Q4: 164,292 shares 164,292 $15M 0.02% -23,865 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,473 shares; 2024Q4: 327,206 shares; 2025Q1: 350,638 shares; 2025Q2: 356,245 shares; 2025Q3: 385,547 shares; 2025Q4: 386,600 shares 386,600 $15M 0.02% +1,053 Timeline TBLL 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: 118,646 shares; 2024Q4: 156,024 shares; 2025Q1: 172,692 shares; 2025Q2: 157,239 shares; 2025Q3: 147,419 shares; 2025Q4: 141,063 shares 141,063 $14.9M 0.02% -6,356 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,220 shares; 2024Q4: 49,226 shares; 2025Q1: 47,378 shares; 2025Q2: 45,715 shares; 2025Q3: 47,175 shares; 2025Q4: 43,116 shares 43,116 $14.9M 0.02% -4,059 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,338 shares; 2024Q4: 38,596 shares; 2025Q1: 43,738 shares; 2025Q2: 38,723 shares; 2025Q3: 40,965 shares; 2025Q4: 42,030 shares 42,030 $14.8M 0.02% +1,065 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,098 shares; 2024Q4: 84,000 shares; 2025Q1: 75,078 shares; 2025Q2: 71,871 shares; 2025Q3: 66,914 shares; 2025Q4: 72,152 shares 72,152 $14.8M 0.02% +5,238 Timeline SJNK 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: 478,330 shares; 2024Q4: 534,077 shares; 2025Q1: 614,554 shares; 2025Q2: 581,346 shares; 2025Q3: 603,009 shares; 2025Q4: 583,373 shares 583,373 $14.8M 0.02% -19,636 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,265 shares; 2024Q4: 85,367 shares; 2025Q1: 80,505 shares; 2025Q2: 72,047 shares; 2025Q3: 81,338 shares; 2025Q4: 78,322 shares 78,322 $14.7M 0.02% -3,016 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: 81,553 shares; 2024Q4: 75,577 shares; 2025Q1: 123,740 shares; 2025Q2: 141,115 shares; 2025Q3: 142,940 shares; 2025Q4: 128,051 shares 128,051 $14.6M 0.02% -14,889 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,293 shares; 2024Q4: 237,217 shares; 2025Q1: 193,544 shares; 2025Q2: 218,320 shares; 2025Q3: 154,029 shares; 2025Q4: 157,470 shares 157,470 $14.5M 0.02% +3,441 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,353 shares; 2024Q4: 97,060 shares; 2025Q1: 196,015 shares; 2025Q2: 200,262 shares; 2025Q3: 246,896 shares; 2025Q4: 247,836 shares 247,836 $14.5M 0.02% +940 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,409 shares; 2024Q4: 220,410 shares; 2025Q1: 222,350 shares; 2025Q2: 241,064 shares; 2025Q3: 236,945 shares; 2025Q4: 231,212 shares 231,212 $14.4M 0.02% -5,733 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,054 shares; 2024Q4: 73,026 shares; 2025Q1: 72,010 shares; 2025Q2: 72,199 shares; 2025Q3: 75,189 shares; 2025Q4: 74,594 shares 74,594 $14.4M 0.02% -595 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,061 shares; 2024Q4: 468,082 shares; 2025Q1: 388,942 shares; 2025Q2: 415,845 shares; 2025Q3: 436,147 shares; 2025Q4: 452,598 shares 452,598 $14.4M 0.02% +16,451 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,659 shares; 2024Q4: 106,430 shares; 2025Q1: 169,781 shares; 2025Q2: 177,211 shares; 2025Q3: 179,758 shares; 2025Q4: 185,025 shares 185,025 $14.4M 0.02% +5,267 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,038 shares; 2024Q4: 242,547 shares; 2025Q1: 706,315 shares; 2025Q2: 522,298 shares; 2025Q3: 565,447 shares; 2025Q4: 528,675 shares 528,675 $14.4M 0.02% -36,772 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,996 shares; 2024Q4: 141,412 shares; 2025Q1: 132,580 shares; 2025Q2: 138,770 shares; 2025Q3: 162,359 shares; 2025Q4: 144,403 shares 144,403 $14.3M 0.02% -17,956 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: 99,577 shares; 2024Q4: 104,424 shares; 2025Q1: 255,076 shares; 2025Q2: 590,437 shares; 2025Q3: 665,793 shares; 2025Q4: 280,316 shares 280,316 $14.3M 0.02% -385,477 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: 112,011 shares; 2024Q4: 107,342 shares; 2025Q1: 118,668 shares; 2025Q2: 126,788 shares; 2025Q3: 110,346 shares; 2025Q4: 113,335 shares 113,335 $14.2M 0.02% +2,989 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,779 shares; 2025Q1: 108,553 shares; 2025Q2: 161,306 shares; 2025Q3: 195,866 shares; 2025Q4: 331,383 shares 331,383 $14.2M 0.02% +135,517 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,632 shares; 2024Q4: 62,230 shares; 2025Q1: 60,614 shares; 2025Q2: 61,805 shares; 2025Q3: 59,643 shares; 2025Q4: 67,644 shares 67,644 $14.1M 0.02% +8,001 Timeline TAFM 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: 446,985 shares; 2025Q1: 534,565 shares; 2025Q2: 544,755 shares; 2025Q3: 550,593 shares; 2025Q4: 555,602 shares 555,602 $14.1M 0.02% +5,009 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: 586,614 shares; 2024Q4: 573,613 shares; 2025Q1: 520,059 shares; 2025Q2: 252,392 shares; 2025Q3: 344,017 shares; 2025Q4: 322,829 shares 322,829 $14.1M 0.02% -21,188 Timeline IBDY 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: 71,313 shares; 2024Q4: 92,415 shares; 2025Q1: 100,116 shares; 2025Q2: 120,584 shares; 2025Q3: 312,446 shares; 2025Q4: 539,173 shares 539,173 $14.1M 0.02% +226,727 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,706 shares; 2024Q4: 326,352 shares; 2025Q1: 319,832 shares; 2025Q2: 297,907 shares; 2025Q3: 298,124 shares; 2025Q4: 305,646 shares 305,646 $14.1M 0.02% +7,522 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,280 shares; 2024Q4: 40,831 shares; 2025Q1: 172,222 shares; 2025Q2: 173,899 shares; 2025Q3: 292,125 shares; 2025Q4: 383,578 shares 383,578 $14M 0.02% +91,453 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,865 shares; 2024Q4: 176,614 shares; 2025Q1: 169,702 shares; 2025Q2: 255,244 shares; 2025Q3: 254,818 shares; 2025Q4: 255,227 shares 255,227 $14M 0.02% +409 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,416 shares; 2024Q4: 954,931 shares; 2025Q1: 1,022,153 shares; 2025Q2: 968,010 shares; 2025Q3: 1,001,992 shares; 2025Q4: 1,063,751 shares 1,063,751 $14M 0.02% +61,759 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: 216,851 shares; 2024Q4: 241,055 shares; 2025Q1: 240,887 shares; 2025Q2: 445,398 shares; 2025Q3: 415,742 shares; 2025Q4: 347,386 shares 347,386 $13.9M 0.02% -68,356 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: 85,775 shares; 2024Q4: 67,251 shares; 2025Q1: 62,636 shares; 2025Q2: 43,604 shares; 2025Q3: 45,601 shares; 2025Q4: 24,355 shares 24,355 $13.8M 0.02% -21,246 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: 8,294 shares; 2024Q4: 20,464 shares; 2025Q1: 76,478 shares; 2025Q2: 60,954 shares; 2025Q3: 67,294 shares; 2025Q4: 67,195 shares 67,195 $13.8M 0.02% -99 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 231,140 shares; 2025Q1: 235,879 shares; 2025Q2: 265,298 shares; 2025Q3: 289,610 shares; 2025Q4: 276,112 shares 276,112 $13.8M 0.02% -13,498 Timeline EVAC EQV VENTURES AC CORP. II More: the full row for EQV VENTURES AC CORP. II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248,940 shares; 2025Q4: 1,375,075 shares 1,375,075 $13.8M 0.02% +126,135 Timeline CEPF CANTOR EQUITY PARTNERS IV IN More: the full row for CANTOR EQUITY PARTNERS IV 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: 1,524,327 shares; 2025Q4: 1,339,594 shares 1,339,594 $13.8M 0.02% -184,733 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,771 shares; 2024Q4: 57,289 shares; 2025Q1: 59,749 shares; 2025Q2: 139,867 shares; 2025Q3: 173,226 shares; 2025Q4: 178,013 shares 178,013 $13.6M 0.01% +4,787 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,636 shares; 2024Q4: 59,082 shares; 2025Q1: 50,825 shares; 2025Q2: 235,820 shares; 2025Q3: 215,419 shares; 2025Q4: 212,176 shares 212,176 $13.6M 0.01% -3,243 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,612 shares; 2024Q4: 171,224 shares; 2025Q1: 194,743 shares; 2025Q2: 197,233 shares; 2025Q3: 197,658 shares; 2025Q4: 134,428 shares 134,428 $13.6M 0.01% -63,230 Timeline FCOM 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: 172,379 shares; 2024Q4: 173,955 shares; 2025Q1: 182,689 shares; 2025Q2: 184,383 shares; 2025Q3: 185,070 shares; 2025Q4: 185,029 shares 185,029 $13.6M 0.01% -41 Timeline HEZU 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: 284,092 shares; 2024Q4: 285,843 shares; 2025Q1: 292,399 shares; 2025Q2: 299,205 shares; 2025Q3: 307,858 shares; 2025Q4: 308,705 shares 308,705 $13.5M 0.01% +847 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,795 shares; 2024Q4: 166,827 shares; 2025Q1: 164,193 shares; 2025Q2: 185,881 shares; 2025Q3: 191,964 shares; 2025Q4: 167,985 shares 167,985 $13.5M 0.01% -23,979 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 293,321 shares; 2025Q1: 292,481 shares; 2025Q2: 302,970 shares; 2025Q3: 317,808 shares; 2025Q4: 347,474 shares 347,474 $13.5M 0.01% +29,666 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,764 shares; 2025Q1: 3,615 shares; 2025Q2: 72,806 shares; 2025Q3: 76,219 shares; 2025Q4: 88,093 shares 88,093 $13.4M 0.01% +11,874 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,477 shares; 2024Q4: 223,948 shares; 2025Q1: 127,166 shares; 2025Q2: 131,354 shares; 2025Q3: 137,875 shares; 2025Q4: 139,715 shares 139,715 $13.4M 0.01% +1,840 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,273,864 shares 1,273,864 $13.4M 0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,928 shares; 2024Q4: 100,439 shares; 2025Q1: 101,622 shares; 2025Q2: 102,508 shares; 2025Q3: 103,041 shares; 2025Q4: 96,301 shares 96,301 $13.4M 0.01% -6,740 Timeline PULS 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: 34,725 shares; 2024Q4: 106,764 shares; 2025Q1: 193,081 shares; 2025Q2: 198,181 shares; 2025Q3: 237,047 shares; 2025Q4: 267,582 shares 267,582 $13.3M 0.01% +30,535 Timeline RXI 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: 1,325 shares; 2024Q4: 1,377 shares; 2025Q1: 1,389 shares; 2025Q2: 1,373 shares; 2025Q3: 1,453 shares; 2025Q4: 64,217 shares 64,217 $13.2M 0.01% +62,764 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,672 shares; 2024Q4: 56,852 shares; 2025Q1: 57,383 shares; 2025Q2: 57,939 shares; 2025Q3: 66,340 shares; 2025Q4: 50,929 shares 50,929 $13.2M 0.01% -15,411 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,260 shares; 2024Q4: 345,154 shares; 2025Q1: 266,887 shares; 2025Q2: 280,483 shares; 2025Q3: 292,841 shares; 2025Q4: 298,881 shares 298,881 $13.1M 0.01% +6,040 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,124 shares; 2024Q4: 51,227 shares; 2025Q1: 52,471 shares; 2025Q2: 51,108 shares; 2025Q3: 56,964 shares; 2025Q4: 364,132 shares 364,132 $13.1M 0.01% +307,168 Timeline IXJ 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: 121,926 shares; 2024Q4: 129,439 shares; 2025Q1: 128,425 shares; 2025Q2: 131,116 shares; 2025Q3: 137,560 shares; 2025Q4: 134,311 shares 134,311 $13.1M 0.01% -3,249 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,352 shares; 2024Q4: 421,922 shares; 2025Q1: 429,903 shares; 2025Q2: 383,723 shares; 2025Q3: 412,543 shares; 2025Q4: 435,663 shares 435,663 $13M 0.01% +23,120 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443,801 shares; 2025Q2: 485,568 shares; 2025Q3: 570,998 shares; 2025Q4: 617,009 shares 617,009 $13M 0.01% +46,011 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,309 shares; 2024Q4: 368,889 shares; 2025Q1: 534,544 shares; 2025Q2: 458,309 shares; 2025Q3: 504,191 shares; 2025Q4: 509,206 shares 509,206 $13M 0.01% +5,015 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,714 shares; 2024Q4: 165,368 shares; 2025Q1: 166,822 shares; 2025Q2: 168,207 shares; 2025Q3: 182,643 shares; 2025Q4: 193,070 shares 193,070 $12.9M 0.01% +10,427 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 3,823 shares; 2025Q1: 8,042 shares; 2025Q2: 8,094 shares; 2025Q3: 9,089 shares; 2025Q4: 106,705 shares 106,705 $12.9M 0.01% +97,616 Timeline USSH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,492 shares; 2025Q2: 105,417 shares; 2025Q3: 238,507 shares; 2025Q4: 253,077 shares 253,077 $12.9M 0.01% +14,570 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,219 shares; 2024Q4: 75,423 shares; 2025Q1: 79,538 shares; 2025Q2: 132,675 shares; 2025Q3: 131,458 shares; 2025Q4: 122,068 shares 122,068 $12.9M 0.01% -9,390 Timeline TH TARGET HOSPITALITY CORP More: the full row for TARGET HOSPITALITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466,356 shares; 2024Q4: 1,466,356 shares; 2025Q1: 1,466,356 shares; 2025Q2: 1,603,641 shares; 2025Q3: 1,603,641 shares; 2025Q4: 1,603,648 shares 1,603,648 $12.8M 0.01% +7 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,015 shares; 2024Q4: 137,524 shares; 2025Q1: 132,338 shares; 2025Q2: 129,107 shares; 2025Q3: 151,787 shares; 2025Q4: 279,493 shares 279,493 $12.7M 0.01% +127,706 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,404 shares; 2024Q4: 217,311 shares; 2025Q1: 145,532 shares; 2025Q2: 195,168 shares; 2025Q3: 454,749 shares; 2025Q4: 514,390 shares 514,390 $12.6M 0.01% +59,641 Timeline CBLS ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 394,466 shares; 2025Q2: 516,462 shares; 2025Q3: 536,654 shares; 2025Q4: 456,108 shares 456,108 $12.5M 0.01% -80,546 Timeline USHY 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: 53,735 shares; 2024Q4: 273,571 shares; 2025Q1: 49,837 shares; 2025Q2: 203,181 shares; 2025Q3: 93,717 shares; 2025Q4: 334,159 shares 334,159 $12.5M 0.01% +240,442 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,201 shares; 2024Q4: 135,315 shares; 2025Q1: 125,092 shares; 2025Q2: 124,054 shares; 2025Q3: 123,416 shares; 2025Q4: 120,399 shares 120,399 $12.4M 0.01% -3,017 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: 1,523,571 shares; 2024Q4: 1,561,283 shares; 2025Q1: 1,434,868 shares; 2025Q2: 1,463,113 shares; 2025Q3: 1,461,100 shares; 2025Q4: 1,067,586 shares 1,067,586 $12.4M 0.01% -393,514 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,579 shares; 2024Q4: 122,581 shares; 2025Q1: 121,789 shares; 2025Q2: 104,458 shares; 2025Q3: 121,936 shares; 2025Q4: 119,085 shares 119,085 $12.4M 0.01% -2,851 Timeline SFLR 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: 424,802 shares; 2025Q3: 338,160 shares; 2025Q4: 335,256 shares 335,256 $12.4M 0.01% -2,904 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,803 shares; 2024Q4: 441,238 shares; 2025Q1: 458,174 shares; 2025Q2: 450,185 shares; 2025Q3: 449,308 shares; 2025Q4: 469,970 shares 469,970 $12.3M 0.01% +20,662 Timeline ARTY 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: 8,186 shares; 2024Q4: 10,266 shares; 2025Q1: 14,249 shares; 2025Q2: 13,931 shares; 2025Q3: 196,657 shares; 2025Q4: 255,108 shares 255,108 $12.3M 0.01% +58,451 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,253 shares; 2025Q1: 390,203 shares; 2025Q2: 390,203 shares; 2025Q3: 384,793 shares; 2025Q4: 384,293 shares 384,293 $12.3M 0.01% -500 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: 85,930 shares; 2024Q4: 82,633 shares; 2025Q1: 80,245 shares; 2025Q2: 100,189 shares; 2025Q3: 101,038 shares; 2025Q4: 89,809 shares 89,809 $12.2M 0.01% -11,229 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,695 shares; 2024Q4: 41,390 shares; 2025Q1: 483,556 shares; 2025Q2: 516,212 shares; 2025Q3: 429,163 shares; 2025Q4: 409,414 shares 409,414 $12.2M 0.01% -19,749 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,097 shares; 2024Q4: 439,716 shares; 2025Q1: 469,734 shares; 2025Q2: 471,132 shares; 2025Q3: 472,601 shares; 2025Q4: 477,287 shares 477,287 $12.2M 0.01% +4,686 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: 61,817 shares; 2024Q4: 67,202 shares; 2025Q1: 73,334 shares; 2025Q2: 77,742 shares; 2025Q3: 75,618 shares; 2025Q4: 74,630 shares 74,630 $12.2M 0.01% -988 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: 69,013 shares; 2024Q4: 41,357 shares; 2025Q1: 39,932 shares; 2025Q2: 38,010 shares; 2025Q3: 35,264 shares; 2025Q4: 34,465 shares 34,465 $12.1M 0.01% -799 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,879 shares; 2024Q4: 139,624 shares; 2025Q1: 141,830 shares; 2025Q2: 111,135 shares; 2025Q3: 134,112 shares; 2025Q4: 141,326 shares 141,326 $12M 0.01% +7,214 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045,832 shares 1,045,832 $12M 0.01% new Timeline BCSS BAIN CAP GSS INVT CORP More: the full row for BAIN CAP GSS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185,749 shares 1,185,749 $12M 0.01% new 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: 79,897 shares; 2024Q4: 83,944 shares; 2025Q1: 56,849 shares; 2025Q2: 51,707 shares; 2025Q3: 52,040 shares; 2025Q4: 70,519 shares 70,519 $11.9M 0.01% +18,479 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,001 shares; 2024Q4: 49,596 shares; 2025Q1: 39,197 shares; 2025Q2: 40,548 shares; 2025Q3: 41,024 shares; 2025Q4: 41,156 shares 41,156 $11.9M 0.01% +132 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,752 shares; 2024Q4: 137,945 shares; 2025Q1: 144,680 shares; 2025Q2: 186,697 shares; 2025Q3: 219,485 shares; 2025Q4: 226,137 shares 226,137 $11.8M 0.01% +6,652 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,601 shares; 2024Q4: 59,698 shares; 2025Q1: 79,540 shares; 2025Q2: 77,744 shares; 2025Q3: 70,530 shares; 2025Q4: 69,063 shares 69,063 $11.8M 0.01% -1,467 Timeline EVSD 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: not reported; 2024Q4: not reported; 2025Q1: 197,557 shares; 2025Q2: 188,598 shares; 2025Q3: 195,381 shares; 2025Q4: 228,899 shares 228,899 $11.8M 0.01% +33,518 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: 204,730 shares; 2024Q4: 236,462 shares; 2025Q1: 147,359 shares; 2025Q2: 163,862 shares; 2025Q3: 167,057 shares; 2025Q4: 189,419 shares 189,419 $11.8M 0.01% +22,362 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,442 shares; 2024Q4: 39,619 shares; 2025Q1: 38,298 shares; 2025Q2: 37,659 shares; 2025Q3: 39,987 shares; 2025Q4: 30,661 shares 30,661 $11.8M 0.01% -9,326 Timeline COM 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: 458,375 shares; 2024Q4: 471,606 shares; 2025Q1: 363,985 shares; 2025Q2: 373,135 shares; 2025Q3: 387,032 shares; 2025Q4: 396,308 shares 396,308 $11.7M 0.01% +9,276 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,992 shares; 2024Q4: 726,418 shares; 2025Q1: 745,978 shares; 2025Q2: 1,003,344 shares; 2025Q3: 1,016,200 shares; 2025Q4: 1,017,643 shares 1,017,643 $11.7M 0.01% +1,443 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: 102,403 shares; 2024Q4: 86,540 shares; 2025Q1: 78,499 shares; 2025Q2: 90,082 shares; 2025Q3: 88,608 shares; 2025Q4: 83,737 shares 83,737 $11.7M 0.01% -4,871 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336,053 shares; 2024Q4: 1,212,377 shares; 2025Q1: 1,245,645 shares; 2025Q2: 1,392,660 shares; 2025Q3: 1,442,345 shares; 2025Q4: 1,306,285 shares 1,306,285 $11.7M 0.01% -136,060 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,942 shares; 2024Q4: 120,057 shares; 2025Q1: 119,767 shares; 2025Q2: 121,223 shares; 2025Q3: 123,961 shares; 2025Q4: 133,492 shares 133,492 $11.6M 0.01% +9,531 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,863 shares; 2024Q4: 90,604 shares; 2025Q1: 103,240 shares; 2025Q2: 147,354 shares; 2025Q3: 151,779 shares; 2025Q4: 156,192 shares 156,192 $11.5M 0.01% +4,413 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: 53,711 shares; 2024Q4: 53,155 shares; 2025Q1: 50,242 shares; 2025Q2: 37,289 shares; 2025Q3: 35,334 shares; 2025Q4: 39,291 shares 39,291 $11.5M 0.01% +3,957 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,574 shares; 2024Q4: 249,398 shares; 2025Q1: 281,724 shares; 2025Q2: 267,236 shares; 2025Q3: 250,410 shares; 2025Q4: 252,187 shares 252,187 $11.5M 0.01% +1,777 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: 253,792 shares; 2024Q4: 258,766 shares; 2025Q1: 280,148 shares; 2025Q2: 275,067 shares; 2025Q3: 273,507 shares; 2025Q4: 263,719 shares 263,719 $11.5M 0.01% -9,788 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,803 shares; 2024Q4: 53,519 shares; 2025Q1: 53,364 shares; 2025Q2: 49,112 shares; 2025Q3: 50,488 shares; 2025Q4: 50,353 shares 50,353 $11.5M 0.01% -135 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 46,954 shares; 2025Q1: 63,077 shares; 2025Q2: 50,141 shares; 2025Q3: 54,605 shares; 2025Q4: 50,231 shares 50,231 $11.5M 0.01% -4,374 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,340 shares; 2024Q4: 667,606 shares; 2025Q1: 677,563 shares; 2025Q2: 645,134 shares; 2025Q3: 645,371 shares; 2025Q4: 656,319 shares 656,319 $11.4M 0.01% +10,948 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,902 shares; 2024Q4: 179,163 shares; 2025Q1: 169,144 shares; 2025Q2: 166,162 shares; 2025Q3: 166,963 shares; 2025Q4: 164,706 shares 164,706 $11.4M 0.01% -2,257 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827,043 shares; 2024Q4: 826,023 shares; 2025Q1: 822,629 shares; 2025Q2: 800,693 shares; 2025Q3: 837,649 shares; 2025Q4: 863,873 shares 863,873 $11.4M 0.01% +26,224 Timeline MBVI M3-BRIGADE ACQUISITION VI CO More: the full row for M3-BRIGADE ACQUISITION VI CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,133,688 shares 1,133,688 $11.3M 0.01% new 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: 758,648 shares; 2024Q4: 447,393 shares; 2025Q1: 363,680 shares; 2025Q2: 312,908 shares; 2025Q3: 261,907 shares; 2025Q4: 254,256 shares 254,256 $11.3M 0.01% -7,651 Timeline APXT APEX TREAS CORP More: the full row for APEX TREAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139,772 shares 1,139,772 $11.3M 0.01% new Timeline FTLS 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: 202,446 shares; 2024Q4: 204,004 shares; 2025Q1: 203,472 shares; 2025Q2: 186,486 shares; 2025Q3: 187,558 shares; 2025Q4: 157,830 shares 157,830 $11.2M 0.01% -29,728 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,103 shares; 2024Q4: 189,961 shares; 2025Q1: 188,837 shares; 2025Q2: 185,178 shares; 2025Q3: 197,437 shares; 2025Q4: 197,608 shares 197,608 $11.2M 0.01% +171 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,755 shares; 2024Q4: 232,562 shares; 2025Q1: 217,576 shares; 2025Q2: 233,812 shares; 2025Q3: 148,036 shares; 2025Q4: 147,020 shares 147,020 $11.1M 0.01% -1,016 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,668 shares; 2024Q4: 205,107 shares; 2025Q1: 158,495 shares; 2025Q2: 103,126 shares; 2025Q3: 91,336 shares; 2025Q4: 97,649 shares 97,649 $11.1M 0.01% +6,313 Timeline INTF 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: 271,735 shares; 2024Q4: 271,756 shares; 2025Q1: 260,489 shares; 2025Q2: 273,723 shares; 2025Q3: 285,507 shares; 2025Q4: 294,007 shares 294,007 $11.1M 0.01% +8,500 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,730 shares; 2024Q4: 43,650 shares; 2025Q1: 43,659 shares; 2025Q2: 56,618 shares; 2025Q3: 60,719 shares; 2025Q4: 69,603 shares 69,603 $11.1M 0.01% +8,884 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,304 shares; 2024Q4: 10,754 shares; 2025Q1: 10,994 shares; 2025Q2: 10,700 shares; 2025Q3: 20,492 shares; 2025Q4: 23,594 shares 23,594 $11.1M 0.01% +3,102 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,340 shares; 2024Q4: 121,868 shares; 2025Q1: 122,825 shares; 2025Q2: 119,784 shares; 2025Q3: 124,618 shares; 2025Q4: 119,633 shares 119,633 $11.1M 0.01% -4,985 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: 163,433 shares; 2024Q4: 166,199 shares; 2025Q1: 180,632 shares; 2025Q2: 171,466 shares; 2025Q3: 146,963 shares; 2025Q4: 139,735 shares 139,735 $11M 0.01% -7,228 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: 208,212 shares; 2024Q4: 239,056 shares; 2025Q1: 232,231 shares; 2025Q2: 228,616 shares; 2025Q3: 244,270 shares; 2025Q4: 250,883 shares 250,883 $11M 0.01% +6,613 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: 208,720 shares; 2024Q4: 217,756 shares; 2025Q1: 251,075 shares; 2025Q2: 162,385 shares; 2025Q3: 181,677 shares; 2025Q4: 199,286 shares 199,286 $11M 0.01% +17,609 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,503 shares; 2024Q4: 187,675 shares; 2025Q1: 178,762 shares; 2025Q2: 167,698 shares; 2025Q3: 177,000 shares; 2025Q4: 262,906 shares 262,906 $11M 0.01% +85,906 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,462 shares; 2024Q4: 80,460 shares; 2025Q1: 140,630 shares; 2025Q2: 160,646 shares; 2025Q3: 179,632 shares; 2025Q4: 181,052 shares 181,052 $10.9M 0.01% +1,420 Timeline IAI 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: 15,922 shares; 2024Q4: 15,784 shares; 2025Q1: 38,642 shares; 2025Q2: 42,303 shares; 2025Q3: 59,128 shares; 2025Q4: 60,666 shares 60,666 $10.9M 0.01% +1,538 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,431 shares; 2024Q4: 14,458 shares; 2025Q1: 18,741 shares; 2025Q2: 273,150 shares; 2025Q3: 280,153 shares; 2025Q4: 280,892 shares 280,892 $10.9M 0.01% +739 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,325 shares; 2024Q4: 29,235 shares; 2025Q1: 27,927 shares; 2025Q2: 25,439 shares; 2025Q3: 24,510 shares; 2025Q4: 24,465 shares 24,465 $10.9M 0.01% -45 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,588 shares; 2024Q4: 173,411 shares; 2025Q1: 171,394 shares; 2025Q2: 206,114 shares; 2025Q3: 219,956 shares; 2025Q4: 281,122 shares 281,122 $10.9M 0.01% +61,166 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: 127,697 shares; 2024Q4: 150,458 shares; 2025Q1: 167,904 shares; 2025Q2: 161,312 shares; 2025Q3: 161,674 shares; 2025Q4: 158,448 shares 158,448 $10.8M 0.01% -3,226 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,096 shares; 2024Q4: 188,460 shares; 2025Q1: 172,943 shares; 2025Q2: 171,185 shares; 2025Q3: 168,819 shares; 2025Q4: 233,889 shares 233,889 $10.7M 0.01% +65,070 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: 95,277 shares; 2024Q4: 88,917 shares; 2025Q1: 79,907 shares; 2025Q2: 69,792 shares; 2025Q3: 67,273 shares; 2025Q4: 63,185 shares 63,185 $10.7M 0.01% -4,088 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323,847 shares; 2025Q2: 356,995 shares; 2025Q3: 516,076 shares; 2025Q4: 626,719 shares 626,719 $10.7M 0.01% +110,643 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: 154,477 shares; 2024Q4: 194,421 shares; 2025Q1: 228,460 shares; 2025Q2: 229,565 shares; 2025Q3: 253,900 shares; 2025Q4: 278,571 shares 278,571 $10.6M 0.01% +24,671 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,906 shares; 2025Q2: 426,233 shares; 2025Q3: 570,849 shares; 2025Q4: 581,726 shares 581,726 $10.6M 0.01% +10,877 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,494 shares; 2024Q4: 135,244 shares; 2025Q1: 155,951 shares; 2025Q2: 195,999 shares; 2025Q3: 180,424 shares; 2025Q4: 152,521 shares 152,521 $10.6M 0.01% -27,903 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856,327 shares; 2024Q4: 868,947 shares; 2025Q1: 875,344 shares; 2025Q2: 888,803 shares; 2025Q3: 886,020 shares; 2025Q4: 900,076 shares 900,076 $10.6M 0.01% +14,056 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,691 shares; 2025Q2: 132,723 shares; 2025Q3: 134,431 shares; 2025Q4: 134,419 shares 134,419 $10.6M 0.01% -12 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,549 shares; 2024Q4: 17,383 shares; 2025Q1: 17,593 shares; 2025Q2: 17,750 shares; 2025Q3: 18,890 shares; 2025Q4: 18,104 shares 18,104 $10.5M 0.01% -786 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,960 shares; 2025Q3: 238,616 shares; 2025Q4: 229,194 shares 229,194 $10.5M 0.01% -9,422 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,049 shares; 2024Q4: 616,644 shares; 2025Q1: 615,979 shares; 2025Q2: 608,925 shares; 2025Q3: 611,603 shares; 2025Q4: 611,542 shares 611,542 $10.5M 0.01% -61 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: 70,054 shares; 2024Q4: 78,755 shares; 2025Q1: 73,354 shares; 2025Q2: 72,323 shares; 2025Q3: 73,073 shares; 2025Q4: 81,046 shares 81,046 $10.4M 0.01% +7,973 Timeline EZM 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: 179,143 shares; 2024Q4: 177,751 shares; 2025Q1: 176,429 shares; 2025Q2: 174,756 shares; 2025Q3: 158,435 shares; 2025Q4: 156,080 shares 156,080 $10.4M 0.01% -2,355 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,839 shares; 2024Q4: 249,394 shares; 2025Q1: 242,636 shares; 2025Q2: 263,404 shares; 2025Q3: 271,102 shares; 2025Q4: 266,348 shares 266,348 $10.4M 0.01% -4,754 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,507 shares; 2024Q4: 53,479 shares; 2025Q1: 55,343 shares; 2025Q2: 50,468 shares; 2025Q3: 53,211 shares; 2025Q4: 51,697 shares 51,697 $10.4M 0.01% -1,514 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: 233,075 shares; 2024Q4: 227,284 shares; 2025Q1: 193,844 shares; 2025Q2: 199,768 shares; 2025Q3: 201,122 shares; 2025Q4: 203,612 shares 203,612 $10.4M 0.01% +2,490 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,773 shares; 2024Q4: 48,107 shares; 2025Q1: 202,151 shares; 2025Q2: 118,557 shares; 2025Q3: 84,262 shares; 2025Q4: 69,202 shares 69,202 $10.4M 0.01% -15,060 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: 81,531 shares; 2024Q4: 80,822 shares; 2025Q1: 83,475 shares; 2025Q2: 81,913 shares; 2025Q3: 144,220 shares; 2025Q4: 145,017 shares 145,017 $10.4M 0.01% +797 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,698 shares; 2024Q4: 342,808 shares; 2025Q1: 338,808 shares; 2025Q2: 338,808 shares; 2025Q3: 327,058 shares; 2025Q4: 327,058 shares 327,058 $10.3M 0.01% 0 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: 40,668 shares; 2024Q4: 40,004 shares; 2025Q1: 36,155 shares; 2025Q2: 40,059 shares; 2025Q3: 35,670 shares; 2025Q4: 36,887 shares 36,887 $10.3M 0.01% +1,217 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,363 shares; 2024Q4: 17,411 shares; 2025Q1: 36,717 shares; 2025Q2: 95,008 shares; 2025Q3: 96,269 shares; 2025Q4: 95,572 shares 95,572 $10.2M 0.01% -697 Timeline MXI 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: 94,130 shares; 2024Q4: 100,330 shares; 2025Q1: 102,445 shares; 2025Q2: 104,848 shares; 2025Q3: 105,540 shares; 2025Q4: 105,893 shares 105,893 $10.2M 0.01% +353 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,460 shares; 2025Q1: 13,550 shares; 2025Q2: 10,962 shares; 2025Q3: 57,115 shares; 2025Q4: 55,972 shares 55,972 $10.2M 0.01% -1,143 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,216 shares; 2024Q4: 129,664 shares; 2025Q1: 124,776 shares; 2025Q2: 133,423 shares; 2025Q3: 152,048 shares; 2025Q4: 179,023 shares 179,023 $10.2M 0.01% +26,975 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: 64,574 shares; 2024Q4: 72,391 shares; 2025Q1: 43,243 shares; 2025Q2: 44,333 shares; 2025Q3: 46,040 shares; 2025Q4: 45,079 shares 45,079 $10.1M 0.01% -961 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,012 shares; 2025Q4: 184,019 shares 184,019 $10.1M 0.01% +1,007 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,657 shares; 2024Q4: 34,276 shares; 2025Q1: 43,128 shares; 2025Q2: 37,334 shares; 2025Q3: 698,705 shares; 2025Q4: 688,353 shares 688,353 $10.1M 0.01% -10,352 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,017 shares; 2024Q4: 218,609 shares; 2025Q1: 220,189 shares; 2025Q2: 212,366 shares; 2025Q3: 202,514 shares; 2025Q4: 199,468 shares 199,468 $10.1M 0.01% -3,046 Timeline BUFB 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: 181,199 shares; 2024Q4: 188,974 shares; 2025Q1: 197,784 shares; 2025Q2: 239,204 shares; 2025Q3: 253,806 shares; 2025Q4: 275,965 shares 275,965 $10.1M 0.01% +22,159 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 272,268 shares; 2025Q1: 209,111 shares; 2025Q2: 204,514 shares; 2025Q3: 204,803 shares; 2025Q4: 199,857 shares 199,857 $10.1M 0.01% -4,946 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,227 shares; 2024Q4: 434,487 shares; 2025Q1: 288,882 shares; 2025Q2: 289,589 shares; 2025Q3: 286,497 shares; 2025Q4: 289,523 shares 289,523 $10.1M 0.01% +3,026 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: 10,440 shares; 2024Q4: 11,487 shares; 2025Q1: 11,519 shares; 2025Q2: 12,484 shares; 2025Q3: 25,805 shares; 2025Q4: 25,501 shares 25,501 $10M 0.01% -304 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,056 shares; 2024Q4: 137,744 shares; 2025Q1: 152,564 shares; 2025Q2: 150,880 shares; 2025Q3: 156,062 shares; 2025Q4: 163,624 shares 163,624 $10M 0.01% +7,562 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,943 shares; 2024Q4: 58,120 shares; 2025Q1: 64,580 shares; 2025Q2: 55,906 shares; 2025Q3: 59,682 shares; 2025Q4: 46,218 shares 46,218 $10M 0.01% -13,464 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,746 shares; 2024Q4: 322,864 shares; 2025Q1: 339,229 shares; 2025Q2: 320,425 shares; 2025Q3: 334,307 shares; 2025Q4: 398,615 shares 398,615 $10M 0.01% +64,308 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,703 shares; 2024Q4: 64,127 shares; 2025Q1: 70,011 shares; 2025Q2: 64,368 shares; 2025Q3: 63,009 shares; 2025Q4: 59,496 shares 59,496 $9.97M 0.01% -3,513 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,028 shares; 2025Q1: 73,810 shares; 2025Q2: 1,345,510 shares; 2025Q3: 579,489 shares; 2025Q4: 671,775 shares 671,775 $9.92M 0.01% +92,286 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,107 shares; 2024Q4: 34,917 shares; 2025Q1: 33,167 shares; 2025Q2: 53,560 shares; 2025Q3: 67,942 shares; 2025Q4: 207,107 shares 207,107 $9.85M 0.01% +139,165 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,712 shares; 2024Q4: 256,596 shares; 2025Q1: 335,545 shares; 2025Q2: 375,574 shares; 2025Q3: 387,001 shares; 2025Q4: 403,072 shares 403,072 $9.82M 0.01% +16,071 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: 77,082 shares; 2024Q4: 134,286 shares; 2025Q1: 77,714 shares; 2025Q2: 85,303 shares; 2025Q3: 194,412 shares; 2025Q4: 194,734 shares 194,734 $9.8M 0.01% +322 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,134 shares; 2024Q4: 100,880 shares; 2025Q1: 89,679 shares; 2025Q2: 85,718 shares; 2025Q3: 87,755 shares; 2025Q4: 71,076 shares 71,076 $9.79M 0.01% -16,679 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: 55,799 shares; 2024Q4: 62,915 shares; 2025Q1: 65,017 shares; 2025Q2: 65,609 shares; 2025Q3: 66,239 shares; 2025Q4: 64,503 shares 64,503 $9.76M 0.01% -1,736 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,928 shares; 2024Q4: 22,569 shares; 2025Q1: 23,253 shares; 2025Q2: 23,780 shares; 2025Q3: 32,732 shares; 2025Q4: 30,411 shares 30,411 $9.73M 0.01% -2,321 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,861 shares; 2024Q4: 121,742 shares; 2025Q1: 119,584 shares; 2025Q2: 49,797 shares; 2025Q3: 46,797 shares; 2025Q4: 43,577 shares 43,577 $9.73M 0.01% -3,220 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: 153,173 shares; 2024Q4: 143,621 shares; 2025Q1: 131,721 shares; 2025Q2: 140,045 shares; 2025Q3: 141,288 shares; 2025Q4: 135,737 shares 135,737 $9.69M 0.01% -5,551 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,722 shares; 2024Q4: 59,019 shares; 2025Q1: 57,943 shares; 2025Q2: 60,849 shares; 2025Q3: 61,720 shares; 2025Q4: 136,905 shares 136,905 $9.64M 0.01% +75,185 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,944 shares; 2024Q4: 26,356 shares; 2025Q1: 42,684 shares; 2025Q2: 46,008 shares; 2025Q3: 50,179 shares; 2025Q4: 52,028 shares 52,028 $9.63M 0.01% +1,849 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: 75,373 shares; 2024Q4: 83,654 shares; 2025Q1: 96,120 shares; 2025Q2: 93,208 shares; 2025Q3: 91,269 shares; 2025Q4: 74,530 shares 74,530 $9.61M 0.01% -16,739 Timeline NSTR VIKING ACQUISITION CORP I More: the full row for VIKING ACQUISITION CORP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969,531 shares 969,531 $9.6M 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,879 shares; 2024Q4: 93,599 shares; 2025Q1: 122,910 shares; 2025Q2: 105,891 shares; 2025Q3: 167,157 shares; 2025Q4: 111,973 shares 111,973 $9.58M 0.01% -55,184 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,157 shares; 2024Q4: 239,622 shares; 2025Q1: 265,358 shares; 2025Q2: 324,287 shares; 2025Q3: 271,744 shares; 2025Q4: 369,093 shares 369,093 $9.56M 0.01% +97,349 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,871 shares; 2025Q3: 297,670 shares; 2025Q4: 302,492 shares 302,492 $9.52M 0.01% +4,822 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 121,485 shares; 2025Q4: 343,267 shares 343,267 $9.49M 0.01% +221,782 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,082 shares; 2024Q4: 186,440 shares; 2025Q1: 188,127 shares; 2025Q2: 78,083 shares; 2025Q3: 71,679 shares; 2025Q4: 69,768 shares 69,768 $9.47M 0.01% -1,911 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: 150,852 shares; 2024Q4: 149,805 shares; 2025Q1: 155,449 shares; 2025Q2: 125,796 shares; 2025Q3: 113,830 shares; 2025Q4: 117,315 shares 117,315 $9.46M 0.01% +3,485 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: 50,412 shares; 2025Q1: 52,822 shares; 2025Q2: 53,344 shares; 2025Q3: 54,244 shares; 2025Q4: 45,767 shares 45,767 $9.4M 0.01% -8,477 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,713 shares 369,713 $9.38M 0.01% new Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,910 shares; 2024Q4: 381,910 shares; 2025Q1: 359,807 shares; 2025Q2: 359,807 shares; 2025Q3: 351,940 shares; 2025Q4: 349,385 shares 349,385 $9.33M 0.01% -2,555 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,321 shares; 2024Q4: 118,754 shares; 2025Q1: 116,334 shares; 2025Q2: 116,177 shares; 2025Q3: 116,977 shares; 2025Q4: 115,111 shares 115,111 $9.33M 0.01% -1,866 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,773 shares; 2024Q4: 478,244 shares; 2025Q1: 333,366 shares; 2025Q2: 361,696 shares; 2025Q3: 191,235 shares; 2025Q4: 183,201 shares 183,201 $9.32M 0.01% -8,034 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,461 shares; 2024Q4: 20,041 shares; 2025Q1: 17,253 shares; 2025Q2: 13,056 shares; 2025Q3: 12,993 shares; 2025Q4: 25,068 shares 25,068 $9.28M 0.01% +12,075 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,837 shares; 2024Q4: 81,394 shares; 2025Q1: 68,080 shares; 2025Q2: 80,825 shares; 2025Q3: 71,840 shares; 2025Q4: 90,256 shares 90,256 $9.25M 0.01% +18,416 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,724 shares; 2024Q4: 874,813 shares; 2025Q1: 391,863 shares; 2025Q2: 473,977 shares; 2025Q3: 318,609 shares; 2025Q4: 359,020 shares 359,020 $9.24M 0.01% +40,411 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,243 shares; 2024Q4: 151,559 shares; 2025Q1: 145,902 shares; 2025Q2: 139,726 shares; 2025Q3: 138,017 shares; 2025Q4: 134,268 shares 134,268 $9.24M 0.01% -3,749 Timeline MLPX 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: 7,406 shares; 2024Q4: 3,567 shares; 2025Q1: 5,497 shares; 2025Q2: 5,497 shares; 2025Q3: 16,340 shares; 2025Q4: 151,933 shares 151,933 $9.2M 0.01% +135,593 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: 30,657 shares; 2024Q4: 27,963 shares; 2025Q1: 29,971 shares; 2025Q2: 30,759 shares; 2025Q3: 32,611 shares; 2025Q4: 44,547 shares 44,547 $9.13M 0.01% +11,936 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: 43,712 shares; 2024Q4: 87,795 shares; 2025Q1: 100,822 shares; 2025Q2: 100,383 shares; 2025Q3: 94,618 shares; 2025Q4: 98,445 shares 98,445 $9.1M 0.01% +3,827 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623,106 shares; 2024Q4: 4,691,192 shares; 2025Q1: 5,093,901 shares; 2025Q2: 5,490,220 shares; 2025Q3: 6,659,603 shares; 2025Q4: 523,599 shares 523,599 $9.03M 0.01% -6,136,004 Timeline BUFF 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: 119,733 shares; 2024Q4: 126,153 shares; 2025Q1: 147,841 shares; 2025Q2: 161,890 shares; 2025Q3: 176,216 shares; 2025Q4: 180,414 shares 180,414 $9M 0.01% +4,198 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,018 shares; 2024Q4: 222,393 shares; 2025Q1: 172,235 shares; 2025Q2: 184,304 shares; 2025Q3: 193,427 shares; 2025Q4: 199,919 shares 199,919 $8.99M 0.01% +6,492 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: 50,066 shares; 2024Q4: 47,541 shares; 2025Q1: 99,911 shares; 2025Q2: 52,220 shares; 2025Q3: 46,120 shares; 2025Q4: 52,877 shares 52,877 $8.96M 0.01% +6,757 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,520 shares; 2024Q4: 39,838 shares; 2025Q1: 34,317 shares; 2025Q2: 46,383 shares; 2025Q3: 35,570 shares; 2025Q4: 35,775 shares 35,775 $8.95M 0.01% +205 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: 12,236 shares; 2024Q4: 7,547 shares; 2025Q1: 8,645 shares; 2025Q2: 35,778 shares; 2025Q3: 30,626 shares; 2025Q4: 30,155 shares 30,155 $8.92M 0.01% -471 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,401 shares; 2024Q4: 18,773 shares; 2025Q1: 19,520 shares; 2025Q2: 19,796 shares; 2025Q3: 23,671 shares; 2025Q4: 21,217 shares 21,217 $8.9M 0.01% -2,454 Timeline UAE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463,898 shares 463,898 $8.87M 0.01% new Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,788 shares; 2024Q4: 38,353 shares; 2025Q1: 52,390 shares; 2025Q2: 74,175 shares; 2025Q3: 256,720 shares; 2025Q4: 336,208 shares 336,208 $8.87M 0.01% +79,488 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,477 shares; 2024Q4: 75,056 shares; 2025Q1: 112,417 shares; 2025Q2: 123,941 shares; 2025Q3: 132,889 shares; 2025Q4: 133,229 shares 133,229 $8.85M 0.01% +340 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,427 shares; 2024Q4: 82,721 shares; 2025Q1: 87,027 shares; 2025Q2: 76,190 shares; 2025Q3: 76,585 shares; 2025Q4: 72,522 shares 72,522 $8.84M 0.01% -4,063 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,525 shares; 2024Q4: 188,911 shares; 2025Q1: 185,708 shares; 2025Q2: 147,094 shares; 2025Q3: 146,207 shares; 2025Q4: 140,336 shares 140,336 $8.83M 0.01% -5,871 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,639 shares; 2024Q4: 124,222 shares; 2025Q1: 126,392 shares; 2025Q2: 126,872 shares; 2025Q3: 124,897 shares; 2025Q4: 125,735 shares 125,735 $8.82M 0.01% +838 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,215 shares; 2025Q1: 46,443 shares; 2025Q2: 88,061 shares; 2025Q3: 91,335 shares; 2025Q4: 91,199 shares 91,199 $8.79M 0.01% -136 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,820 shares; 2024Q4: 144,755 shares; 2025Q1: 165,000 shares; 2025Q2: 164,560 shares; 2025Q3: 163,936 shares; 2025Q4: 158,999 shares 158,999 $8.75M 0.01% -4,937 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: 131,174 shares; 2024Q4: 85,544 shares; 2025Q1: 109,124 shares; 2025Q2: 110,088 shares; 2025Q3: 106,744 shares; 2025Q4: 105,361 shares 105,361 $8.74M 0.01% -1,383 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: 191,197 shares; 2024Q4: 187,707 shares; 2025Q1: 175,729 shares; 2025Q2: 179,339 shares; 2025Q3: 182,665 shares; 2025Q4: 182,059 shares 182,059 $8.74M 0.01% -606 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,504 shares; 2024Q4: 26,405 shares; 2025Q1: 26,269 shares; 2025Q2: 25,155 shares; 2025Q3: 58,422 shares; 2025Q4: 58,881 shares 58,881 $8.72M 0.01% +459 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,632 shares; 2024Q4: 72,916 shares; 2025Q1: 80,844 shares; 2025Q2: 83,803 shares; 2025Q3: 85,446 shares; 2025Q4: 82,014 shares 82,014 $8.72M 0.01% -3,432 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,359 shares; 2024Q4: 27,461 shares; 2025Q1: 27,321 shares; 2025Q2: 40,241 shares; 2025Q3: 41,835 shares; 2025Q4: 41,112 shares 41,112 $8.71M 0.01% -723 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,965 shares; 2024Q4: 32,113 shares; 2025Q1: 25,918 shares; 2025Q2: 33,039 shares; 2025Q3: 34,404 shares; 2025Q4: 35,556 shares 35,556 $8.7M 0.01% +1,152 Timeline FLKR 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: not reported; 2024Q4: 280,942 shares; 2025Q1: 297,573 shares; 2025Q2: 297,750 shares; 2025Q3: 288,012 shares; 2025Q4: 269,574 shares 269,574 $8.64M 0.01% -18,438 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,108 shares; 2024Q4: 54,629 shares; 2025Q1: 52,506 shares; 2025Q2: 46,220 shares; 2025Q3: 136,084 shares; 2025Q4: 128,451 shares 128,451 $8.64M 0.01% -7,633 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,512 shares; 2024Q4: 54,958 shares; 2025Q1: 51,199 shares; 2025Q2: 56,559 shares; 2025Q3: 1,562,314 shares; 2025Q4: 2,085,842 shares 2,085,842 $8.61M 0.01% +523,528 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,108 shares; 2024Q4: 278,866 shares; 2025Q1: 278,924 shares; 2025Q2: 286,171 shares; 2025Q3: 279,101 shares; 2025Q4: 278,330 shares 278,330 $8.61M 0.01% -771 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,363 shares; 2024Q4: 277,856 shares; 2025Q1: 280,235 shares; 2025Q2: 282,398 shares; 2025Q3: 293,291 shares; 2025Q4: 327,825 shares 327,825 $8.6M 0.01% +34,534 Timeline IBHG 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: 333,600 shares; 2024Q4: 347,132 shares; 2025Q1: 486,620 shares; 2025Q2: 359,543 shares; 2025Q3: 368,782 shares; 2025Q4: 384,740 shares 384,740 $8.59M 0.01% +15,958 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 12,746 shares; 2025Q1: 11,872 shares; 2025Q2: 11,419 shares; 2025Q3: 16,448 shares; 2025Q4: 15,577 shares 15,577 $8.59M 0.01% -871 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,043 shares; 2024Q4: 188,499 shares; 2025Q1: 140,190 shares; 2025Q2: 153,558 shares; 2025Q3: 152,062 shares; 2025Q4: 143,228 shares 143,228 $8.55M 0.01% -8,834 Timeline LNN LINDSAY CORP More: the full row for LINDSAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 6,928 shares; 2025Q1: 6,590 shares; 2025Q2: 67,362 shares; 2025Q3: 71,635 shares; 2025Q4: 72,392 shares 72,392 $8.53M 0.01% +757 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,717 shares; 2024Q4: 174,862 shares; 2025Q1: 173,955 shares; 2025Q2: 173,845 shares; 2025Q3: 174,160 shares; 2025Q4: 167,710 shares 167,710 $8.51M 0.01% -6,450 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 8,330 shares; 2025Q1: 6,531 shares; 2025Q2: 61,926 shares; 2025Q3: 63,044 shares; 2025Q4: 61,616 shares 61,616 $8.48M 0.01% -1,428 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,220 shares; 2024Q4: 32,910 shares; 2025Q1: 39,674 shares; 2025Q2: 37,005 shares; 2025Q3: 33,367 shares; 2025Q4: 34,744 shares 34,744 $8.37M 0.01% +1,377 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: 94,135 shares; 2024Q4: 95,753 shares; 2025Q1: 90,934 shares; 2025Q2: 87,504 shares; 2025Q3: 85,947 shares; 2025Q4: 85,460 shares 85,460 $8.36M 0.01% -487 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,513 shares; 2024Q4: 61,652 shares; 2025Q1: 97,456 shares; 2025Q2: 127,434 shares; 2025Q3: 127,024 shares; 2025Q4: 128,871 shares 128,871 $8.35M 0.01% +1,847 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,891 shares; 2024Q4: 60,169 shares; 2025Q1: 60,370 shares; 2025Q2: 57,988 shares; 2025Q3: 50,103 shares; 2025Q4: 107,711 shares 107,711 $8.35M 0.01% +57,608 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,447 shares; 2024Q4: 177,122 shares; 2025Q1: 227,210 shares; 2025Q2: 271,535 shares; 2025Q3: 1,071,570 shares; 2025Q4: 431,857 shares 431,857 $8.33M 0.01% -639,713 Timeline EWL 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: 152,294 shares; 2024Q4: 152,507 shares; 2025Q1: 119,938 shares; 2025Q2: 126,110 shares; 2025Q3: 133,069 shares; 2025Q4: 138,777 shares 138,777 $8.32M 0.01% +5,708 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,753 shares; 2024Q4: 85,907 shares; 2025Q1: 88,316 shares; 2025Q2: 89,792 shares; 2025Q3: 87,520 shares; 2025Q4: 60,802 shares 60,802 $8.31M 0.01% -26,718 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,186 shares; 2024Q4: 98,029 shares; 2025Q1: 124,115 shares; 2025Q2: 120,037 shares; 2025Q3: 116,827 shares; 2025Q4: 114,129 shares 114,129 $8.27M 0.01% -2,698 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,031 shares; 2024Q4: 89,724 shares; 2025Q1: 90,240 shares; 2025Q2: 106,620 shares; 2025Q3: 119,112 shares; 2025Q4: 132,688 shares 132,688 $8.27M 0.01% +13,576 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,841 shares; 2024Q4: 216,097 shares; 2025Q1: 247,880 shares; 2025Q2: 209,757 shares; 2025Q3: 190,959 shares; 2025Q4: 194,279 shares 194,279 $8.26M 0.01% +3,320 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,773 shares; 2024Q4: 48,551 shares; 2025Q1: 49,537 shares; 2025Q2: 60,947 shares; 2025Q3: 34,270 shares; 2025Q4: 34,275 shares 34,275 $8.24M 0.01% +5 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334,224 shares; 2025Q4: 347,848 shares 347,848 $8.24M 0.01% +13,624 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,176 shares; 2024Q4: 13,549 shares; 2025Q1: 9,227 shares; 2025Q2: 7,967 shares; 2025Q3: 8,069 shares; 2025Q4: 8,161 shares 8,161 $8.24M 0.01% +92 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,859 shares; 2024Q4: 184,486 shares; 2025Q1: 184,536 shares; 2025Q2: 166,720 shares; 2025Q3: 161,921 shares; 2025Q4: 166,367 shares 166,367 $8.22M 0.01% +4,446 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: 145,558 shares; 2024Q4: 125,166 shares; 2025Q1: 118,800 shares; 2025Q2: 142,860 shares; 2025Q3: 149,603 shares; 2025Q4: 156,057 shares 156,057 $8.21M 0.01% +6,454 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,675 shares; 2024Q4: 44,156 shares; 2025Q1: 46,662 shares; 2025Q2: 58,170 shares; 2025Q3: 59,923 shares; 2025Q4: 60,373 shares 60,373 $8.21M 0.01% +450 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,816 shares; 2024Q4: 155,011 shares; 2025Q1: 199,513 shares; 2025Q2: 138,348 shares; 2025Q3: 164,494 shares; 2025Q4: 175,372 shares 175,372 $8.21M 0.01% +10,878 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,320 shares; 2024Q4: 176,438 shares; 2025Q1: 177,250 shares; 2025Q2: 176,195 shares; 2025Q3: 176,422 shares; 2025Q4: 180,072 shares 180,072 $8.2M 0.01% +3,650 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,705 shares; 2024Q4: 95,075 shares; 2025Q1: 87,786 shares; 2025Q2: 87,512 shares; 2025Q3: 89,133 shares; 2025Q4: 89,048 shares 89,048 $8.16M 0.01% -85 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,182 shares; 2024Q4: 355,486 shares; 2025Q1: 434,623 shares; 2025Q2: 531,490 shares; 2025Q3: 580,447 shares; 2025Q4: 586,052 shares 586,052 $8.11M 0.01% +5,605 Timeline QQQE 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: 97,188 shares; 2024Q4: 90,382 shares; 2025Q1: 82,633 shares; 2025Q2: 84,904 shares; 2025Q3: 81,522 shares; 2025Q4: 79,060 shares 79,060 $8.09M 0.01% -2,462 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: 87,108 shares; 2024Q4: 71,974 shares; 2025Q1: 73,664 shares; 2025Q2: 75,268 shares; 2025Q3: 53,446 shares; 2025Q4: 121,697 shares 121,697 $8.08M 0.01% +68,251 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: 938,764 shares; 2024Q4: 857,450 shares; 2025Q1: 864,096 shares; 2025Q2: 846,856 shares; 2025Q3: 611,568 shares; 2025Q4: 369,993 shares 369,993 $8.08M 0.01% -241,575 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,434 shares; 2025Q2: 140,818 shares; 2025Q3: 150,072 shares; 2025Q4: 156,015 shares 156,015 $8.05M 0.01% +5,943 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,828 shares; 2024Q4: 408,918 shares; 2025Q1: 402,901 shares; 2025Q2: 655,630 shares; 2025Q3: 608,649 shares; 2025Q4: 605,067 shares 605,067 $8.04M 0.01% -3,582 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,474 shares; 2024Q4: 202,352 shares; 2025Q1: 184,483 shares; 2025Q2: 175,327 shares; 2025Q3: 133,303 shares; 2025Q4: 306,795 shares 306,795 $8.03M 0.01% +173,492 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,045 shares; 2024Q4: 183,665 shares; 2025Q1: 131,691 shares; 2025Q2: 126,494 shares; 2025Q3: 126,793 shares; 2025Q4: 96,243 shares 96,243 $7.99M 0.01% -30,550 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,863 shares; 2024Q4: 75,531 shares; 2025Q1: 72,724 shares; 2025Q2: 118,290 shares; 2025Q3: 198,322 shares; 2025Q4: 192,721 shares 192,721 $7.97M 0.01% -5,601 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,306 shares; 2024Q4: 759,415 shares; 2025Q1: 750,441 shares; 2025Q2: 831,569 shares; 2025Q3: 835,031 shares; 2025Q4: 833,136 shares 833,136 $7.94M 0.01% -1,895 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,608 shares; 2024Q4: 272,103 shares; 2025Q1: 277,730 shares; 2025Q2: 272,163 shares; 2025Q3: 268,601 shares; 2025Q4: 258,826 shares 258,826 $7.94M 0.01% -9,775 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,395 shares; 2024Q4: 51,040 shares; 2025Q1: 55,252 shares; 2025Q2: 61,194 shares; 2025Q3: 63,421 shares; 2025Q4: 63,404 shares 63,404 $7.88M 0.01% -17 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,575 shares; 2024Q4: 78,183 shares; 2025Q1: 76,756 shares; 2025Q2: 78,576 shares; 2025Q3: 72,772 shares; 2025Q4: 50,761 shares 50,761 $7.85M 0.01% -22,011 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,693 shares; 2024Q4: 200,202 shares; 2025Q1: 176,737 shares; 2025Q2: 178,256 shares; 2025Q3: 173,996 shares; 2025Q4: 168,991 shares 168,991 $7.84M 0.01% -5,005 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,265 shares; 2025Q3: 88,636 shares; 2025Q4: 99,637 shares 99,637 $7.84M 0.01% +11,001 Timeline DMII DRUGS MADE IN AMER ACQ II CO More: the full row for DRUGS MADE IN AMER ACQ II CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 789,614 shares 789,614 $7.82M 0.01% new Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390,586 shares; 2024Q4: 1,572,624 shares; 2025Q1: 1,659,080 shares; 2025Q2: 1,358,488 shares; 2025Q3: 350,901 shares; 2025Q4: 199,715 shares 199,715 $7.81M 0.01% -151,186 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,447 shares; 2025Q1: 126,819 shares; 2025Q2: 122,612 shares; 2025Q3: 128,293 shares; 2025Q4: 151,391 shares 151,391 $7.81M 0.01% +23,098 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: 84,386 shares; 2024Q4: 377,939 shares; 2025Q1: 374,243 shares; 2025Q2: 372,840 shares; 2025Q3: 369,209 shares; 2025Q4: 341,310 shares 341,310 $7.81M 0.01% -27,899 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,598 shares; 2024Q4: 102,972 shares; 2025Q1: 117,034 shares; 2025Q2: 139,386 shares; 2025Q3: 171,662 shares; 2025Q4: 193,659 shares 193,659 $7.79M 0.01% +21,997 Timeline PDN 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: 191,643 shares; 2024Q4: 190,594 shares; 2025Q1: 187,329 shares; 2025Q2: 185,685 shares; 2025Q3: 185,076 shares; 2025Q4: 184,586 shares 184,586 $7.79M 0.01% -490 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592,502 shares; 2024Q4: 1,592,231 shares; 2025Q1: 1,592,476 shares; 2025Q2: 1,592,476 shares; 2025Q3: 1,592,476 shares; 2025Q4: 1,590,843 shares 1,590,843 $7.78M 0.01% -1,633 Timeline PSTP 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: 102,900 shares; 2024Q4: 190,938 shares; 2025Q1: 204,164 shares; 2025Q2: 214,735 shares; 2025Q3: 218,581 shares; 2025Q4: 219,506 shares 219,506 $7.76M 0.01% +925 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,666 shares; 2024Q4: 773,175 shares; 2025Q1: 854,969 shares; 2025Q2: 949,827 shares; 2025Q3: 656,779 shares; 2025Q4: 623,970 shares 623,970 $7.76M 0.01% -32,809 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,417 shares; 2024Q4: 158,897 shares; 2025Q1: 217,325 shares; 2025Q2: 215,839 shares; 2025Q3: 219,284 shares; 2025Q4: 220,737 shares 220,737 $7.73M 0.01% +1,453 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215,529 shares; 2025Q4: 199,995 shares 199,995 $7.73M 0.01% -15,534 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,686 shares; 2024Q4: 417,687 shares; 2025Q1: 421,835 shares; 2025Q2: 398,179 shares; 2025Q3: 406,034 shares; 2025Q4: 430,162 shares 430,162 $7.73M 0.01% +24,128 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,391 shares; 2024Q4: 47,184 shares; 2025Q1: 58,843 shares; 2025Q2: 59,624 shares; 2025Q3: 59,011 shares; 2025Q4: 58,260 shares 58,260 $7.72M 0.01% -751 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: 69,542 shares; 2024Q4: 65,857 shares; 2025Q1: 110,794 shares; 2025Q2: 119,340 shares; 2025Q3: 66,465 shares; 2025Q4: 68,018 shares 68,018 $7.68M 0.01% +1,553 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,742 shares; 2024Q4: 112,352 shares; 2025Q1: 114,966 shares; 2025Q2: 117,639 shares; 2025Q3: 123,757 shares; 2025Q4: 137,457 shares 137,457 $7.67M 0.01% +13,700 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,623 shares; 2024Q4: 118,245 shares; 2025Q1: 119,253 shares; 2025Q2: 146,006 shares; 2025Q3: 145,207 shares; 2025Q4: 144,836 shares 144,836 $7.67M 0.01% -371 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,552 shares; 2024Q4: 37,547 shares; 2025Q1: 40,044 shares; 2025Q2: 32,558 shares; 2025Q3: 34,293 shares; 2025Q4: 35,798 shares 35,798 $7.66M 0.01% +1,505 Timeline SLVP 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: 17,269 shares; 2024Q4: 142,878 shares; 2025Q1: 184,153 shares; 2025Q2: 236,818 shares; 2025Q3: 253,692 shares; 2025Q4: 222,691 shares 222,691 $7.63M 0.01% -31,001 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,019 shares; 2025Q1: 1,028 shares; 2025Q2: 996 shares; 2025Q3: 1,000 shares; 2025Q4: 1,044 shares 1,044 $7.61M 0.01% +44 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,657 shares; 2024Q4: 48,592 shares; 2025Q1: 48,851 shares; 2025Q2: 45,723 shares; 2025Q3: 57,677 shares; 2025Q4: 47,015 shares 47,015 $7.6M 0.01% -10,662 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,587 shares; 2024Q4: 94,032 shares; 2025Q1: 86,923 shares; 2025Q2: 100,934 shares; 2025Q3: 103,766 shares; 2025Q4: 108,629 shares 108,629 $7.6M 0.01% +4,863 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,019 shares; 2024Q4: 287,426 shares; 2025Q1: 290,922 shares; 2025Q2: 250,298 shares; 2025Q3: 261,289 shares; 2025Q4: 265,131 shares 265,131 $7.56M 0.01% +3,842 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,517 shares; 2024Q4: 213,663 shares; 2025Q1: 205,322 shares; 2025Q2: 197,700 shares; 2025Q3: 195,784 shares; 2025Q4: 196,912 shares 196,912 $7.55M 0.01% +1,128 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: 3,202 shares; 2024Q4: 5,231 shares; 2025Q1: 7,571 shares; 2025Q2: 17,426 shares; 2025Q3: 45,864 shares; 2025Q4: 68,739 shares 68,739 $7.54M 0.01% +22,875 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,605 shares; 2024Q4: 61,535 shares; 2025Q1: 60,399 shares; 2025Q2: 59,056 shares; 2025Q3: 55,575 shares; 2025Q4: 58,396 shares 58,396 $7.53M 0.01% +2,821 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: 326,373 shares; 2024Q4: 345,087 shares; 2025Q1: 360,475 shares; 2025Q2: 363,980 shares; 2025Q3: 376,116 shares; 2025Q4: 383,861 shares 383,861 $7.51M 0.01% +7,745 Timeline LENS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194,271 shares 194,271 $7.51M 0.01% new 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: 134,694 shares; 2024Q4: 135,920 shares; 2025Q1: 135,422 shares; 2025Q2: 138,271 shares; 2025Q3: 232,941 shares; 2025Q4: 385,957 shares 385,957 $7.48M 0.01% +153,016 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,717 shares; 2024Q4: 97,477 shares; 2025Q1: 95,462 shares; 2025Q2: 105,213 shares; 2025Q3: 91,543 shares; 2025Q4: 86,336 shares 86,336 $7.45M 0.01% -5,207 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: 146,982 shares; 2024Q4: 154,920 shares; 2025Q1: 152,340 shares; 2025Q2: 171,006 shares; 2025Q3: 173,325 shares; 2025Q4: 166,282 shares 166,282 $7.44M 0.01% -7,043 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,128 shares; 2024Q4: 117,868 shares; 2025Q1: 169,692 shares; 2025Q2: 184,414 shares; 2025Q3: 202,746 shares; 2025Q4: 210,402 shares 210,402 $7.43M 0.01% +7,656 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,252 shares; 2024Q4: 46,627 shares; 2025Q1: 45,820 shares; 2025Q2: 44,851 shares; 2025Q3: 43,423 shares; 2025Q4: 38,428 shares 38,428 $7.43M 0.01% -4,995 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,743 shares; 2024Q4: 368,145 shares; 2025Q1: 295,736 shares; 2025Q2: 294,006 shares; 2025Q3: 302,717 shares; 2025Q4: 306,984 shares 306,984 $7.37M 0.01% +4,267 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: 63,767 shares; 2024Q4: 63,916 shares; 2025Q1: 63,348 shares; 2025Q2: 65,220 shares; 2025Q3: 78,964 shares; 2025Q4: 51,843 shares 51,843 $7.37M 0.01% -27,121 Timeline