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: 37,071 shares; 2024Q4: 35,874 shares; 2025Q1: 32,574 shares; 2025Q2: 43,123 shares; 2025Q3: 35,483 shares; 2025Q4: 36,169 shares 36,169 $1.51M 0.03% +686 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: 438 shares; 2024Q4: 7,536 shares; 2025Q1: 7,462 shares; 2025Q2: 6,861 shares; 2025Q3: 7,465 shares; 2025Q4: 7,497 shares 7,497 $1.51M 0.03% +32 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.03% 0 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: 17,355 shares; 2024Q4: 14,065 shares; 2025Q1: 15,384 shares; 2025Q2: 21,950 shares; 2025Q3: 27,482 shares; 2025Q4: 35,119 shares 35,119 $1.51M 0.03% +7,637 Timeline DEM 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: 55,654 shares; 2024Q4: 43,917 shares; 2025Q1: 37,469 shares; 2025Q2: 31,132 shares; 2025Q3: 27,261 shares; 2025Q4: 32,206 shares 32,206 $1.5M 0.03% +4,945 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: 16,361 shares; 2024Q4: 63,374 shares; 2025Q1: 70,017 shares; 2025Q2: 68,838 shares; 2025Q3: 56,060 shares; 2025Q4: 48,495 shares 48,495 $1.5M 0.03% -7,565 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 2,493 shares; 2025Q2: 8,999 shares; 2025Q3: 12,004 shares; 2025Q4: 23,130 shares 23,130 $1.5M 0.03% +11,126 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: 627 shares; 2024Q4: 4,396 shares; 2025Q1: 6,915 shares; 2025Q2: 24,962 shares; 2025Q3: 9,315 shares; 2025Q4: 13,205 shares 13,205 $1.49M 0.03% +3,890 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 73 shares; 2025Q1: 81 shares; 2025Q2: 65 shares; 2025Q3: 213 shares; 2025Q4: 277 shares 277 $1.48M 0.03% +64 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,890 shares; 2024Q4: 31,767 shares; 2025Q1: 31,465 shares; 2025Q2: 29,094 shares; 2025Q3: 28,235 shares; 2025Q4: 28,164 shares 28,164 $1.48M 0.03% -71 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,664 shares; 2025Q1: 4,912 shares; 2025Q2: 5,328 shares; 2025Q3: 5,731 shares; 2025Q4: 7,087 shares 7,087 $1.48M 0.03% +1,356 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,096 shares; 2024Q4: 126,418 shares; 2025Q1: 123,052 shares; 2025Q2: 70,817 shares; 2025Q3: 54,214 shares; 2025Q4: 67,727 shares 67,727 $1.47M 0.03% +13,513 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,469 shares; 2025Q1: 2,378 shares; 2025Q2: 1,903 shares; 2025Q3: 1,050 shares; 2025Q4: 5,422 shares 5,422 $1.47M 0.03% +4,372 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 2,073 shares; 2025Q1: 4,857 shares; 2025Q2: 5,721 shares; 2025Q3: 15,989 shares; 2025Q4: 65,484 shares 65,484 $1.47M 0.03% +49,495 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 6,397 shares; 2025Q1: 5,923 shares; 2025Q2: 5,466 shares; 2025Q3: 7,287 shares; 2025Q4: 8,240 shares 8,240 $1.46M 0.03% +953 Timeline KJAN 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: 29,331 shares; 2024Q4: 35,434 shares; 2025Q1: 35,633 shares; 2025Q2: 35,622 shares; 2025Q3: 35,623 shares; 2025Q4: 35,224 shares 35,224 $1.46M 0.03% -399 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,097 shares; 2025Q1: 8,851 shares; 2025Q2: 8,697 shares; 2025Q3: 8,677 shares; 2025Q4: 8,655 shares 8,655 $1.46M 0.03% -22 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 11,072 shares; 2025Q1: 12,399 shares; 2025Q2: 12,921 shares; 2025Q3: 41,998 shares; 2025Q4: 44,476 shares 44,476 $1.46M 0.03% +2,478 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 9,331 shares; 2025Q1: 5,960 shares; 2025Q2: 7,781 shares; 2025Q3: 5,087 shares; 2025Q4: 9,076 shares 9,076 $1.45M 0.03% +3,989 Timeline SPIB 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: 62,982 shares; 2024Q4: 69,448 shares; 2025Q1: 53,454 shares; 2025Q2: 33,067 shares; 2025Q3: 40,618 shares; 2025Q4: 42,886 shares 42,886 $1.45M 0.03% +2,268 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 24,877 shares; 2025Q3: 27,873 shares; 2025Q4: 28,217 shares 28,217 $1.45M 0.03% +344 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,336 shares; 2024Q4: 27,456 shares; 2025Q1: 34,335 shares; 2025Q2: 73,721 shares; 2025Q3: 40,636 shares; 2025Q4: 28,581 shares 28,581 $1.45M 0.03% -12,055 Timeline FTXO 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: 40,866 shares; 2025Q2: 39,926 shares; 2025Q3: 40,767 shares; 2025Q4: 38,241 shares 38,241 $1.45M 0.03% -2,526 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 19,322 shares; 2025Q1: 25,159 shares; 2025Q2: 25,012 shares; 2025Q3: 24,107 shares; 2025Q4: 23,945 shares 23,945 $1.45M 0.03% -162 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: 16,409 shares; 2024Q4: 9,582 shares; 2025Q1: 16,220 shares; 2025Q2: 14,343 shares; 2025Q3: 14,722 shares; 2025Q4: 10,608 shares 10,608 $1.44M 0.03% -4,114 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: 6,666 shares; 2024Q4: 7,029 shares; 2025Q1: 6,734 shares; 2025Q2: 9,614 shares; 2025Q3: 12,116 shares; 2025Q4: 14,294 shares 14,294 $1.44M 0.03% +2,178 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,522 shares; 2025Q2: 12,736 shares; 2025Q3: 14,847 shares; 2025Q4: 15,292 shares 15,292 $1.43M 0.03% +445 Timeline IJAN 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: 24,910 shares; 2024Q4: 41,831 shares; 2025Q1: 39,987 shares; 2025Q2: 39,832 shares; 2025Q3: 39,908 shares; 2025Q4: 39,325 shares 39,325 $1.42M 0.03% -583 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,396 shares; 2024Q4: 25,067 shares; 2025Q1: 21,794 shares; 2025Q2: 28,536 shares; 2025Q3: 22,287 shares; 2025Q4: 23,652 shares 23,652 $1.42M 0.03% +1,365 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: 18,016 shares; 2024Q4: 38,253 shares; 2025Q1: 42,537 shares; 2025Q2: 43,076 shares; 2025Q3: 39,096 shares; 2025Q4: 32,413 shares 32,413 $1.41M 0.03% -6,683 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,497 shares; 2024Q4: 7,538 shares; 2025Q1: 11,641 shares; 2025Q2: 26,429 shares; 2025Q3: 40,473 shares; 2025Q4: 55,937 shares 55,937 $1.4M 0.03% +15,464 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,653 shares; 2025Q1: 4,711 shares; 2025Q2: 15,295 shares; 2025Q3: 15,776 shares; 2025Q4: 6,902 shares 6,902 $1.4M 0.03% -8,874 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 2,756 shares; 2025Q1: 2,664 shares; 2025Q2: 1,590 shares; 2025Q3: 2,285 shares; 2025Q4: 3,082 shares 3,082 $1.4M 0.03% +797 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 528 shares; 2025Q2: 1,144 shares; 2025Q3: 2,246 shares; 2025Q4: 31,604 shares 31,604 $1.39M 0.03% +29,358 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: 8,428 shares; 2024Q4: 20,510 shares; 2025Q1: 44,294 shares; 2025Q2: 47,822 shares; 2025Q3: 46,249 shares; 2025Q4: 46,992 shares 46,992 $1.39M 0.03% +743 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,993 shares 59,993 $1.38M 0.03% new Timeline ZROZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,510 shares 21,510 $1.38M 0.03% new 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: 15,170 shares; 2024Q4: 17,341 shares; 2025Q1: 18,095 shares; 2025Q2: 17,738 shares; 2025Q3: 18,059 shares; 2025Q4: 17,151 shares 17,151 $1.38M 0.03% -908 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: 10,964 shares; 2024Q4: 11,558 shares; 2025Q1: 8,516 shares; 2025Q2: 11,321 shares; 2025Q3: 13,709 shares; 2025Q4: 26,917 shares 26,917 $1.37M 0.03% +13,208 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: 2,093 shares; 2024Q4: 13,043 shares; 2025Q1: 67,435 shares; 2025Q2: 16,601 shares; 2025Q3: 16,833 shares; 2025Q4: 16,984 shares 16,984 $1.37M 0.03% +151 Timeline EEM 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: 23,304 shares; 2024Q4: 25,064 shares; 2025Q1: 15,801 shares; 2025Q2: 16,707 shares; 2025Q3: 20,650 shares; 2025Q4: 24,923 shares 24,923 $1.36M 0.03% +4,273 Timeline RAA 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: 44,609 shares; 2025Q2: 51,575 shares; 2025Q3: 50,701 shares; 2025Q4: 49,533 shares 49,533 $1.36M 0.03% -1,168 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: 7,257 shares; 2024Q4: 1,949 shares; 2025Q1: 1,690 shares; 2025Q2: 6,400 shares; 2025Q3: 76,825 shares; 2025Q4: 16,849 shares 16,849 $1.36M 0.03% -59,976 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 14,991 shares 14,991 $1.36M 0.03% +13,921 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 5,235 shares; 2025Q1: 5,752 shares; 2025Q2: 8,780 shares; 2025Q3: 14,873 shares; 2025Q4: 18,108 shares 18,108 $1.36M 0.03% +3,235 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: 10,510 shares; 2024Q4: 10,606 shares; 2025Q1: 13,336 shares; 2025Q2: 17,227 shares; 2025Q3: 21,635 shares; 2025Q4: 27,793 shares 27,793 $1.34M 0.03% +6,158 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: 4,443 shares; 2024Q4: 4,709 shares; 2025Q1: 4,728 shares; 2025Q2: 6,823 shares; 2025Q3: 6,398 shares; 2025Q4: 7,861 shares 7,861 $1.33M 0.03% +1,463 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,810 shares; 2025Q1: 1,361 shares; 2025Q2: 1,775 shares; 2025Q3: 2,809 shares; 2025Q4: 3,939 shares 3,939 $1.33M 0.03% +1,130 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 7,777 shares; 2025Q1: 7,813 shares; 2025Q2: 8,405 shares; 2025Q3: 10,201 shares; 2025Q4: 12,369 shares 12,369 $1.32M 0.03% +2,168 Timeline QUS 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: 1,282 shares; 2024Q4: 1,225 shares; 2025Q1: 1,100 shares; 2025Q2: 1,216 shares; 2025Q3: 1,532 shares; 2025Q4: 7,552 shares 7,552 $1.32M 0.03% +6,020 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: 750 shares; 2024Q4: 748 shares; 2025Q1: 750 shares; 2025Q2: 1,916 shares; 2025Q3: 3,191 shares; 2025Q4: 21,397 shares 21,397 $1.31M 0.03% +18,206 Timeline PYLD 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: not reported; 2024Q4: 53,118 shares; 2025Q1: 53,372 shares; 2025Q2: 56,729 shares; 2025Q3: 51,835 shares; 2025Q4: 49,170 shares 49,170 $1.31M 0.03% -2,665 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,760 shares; 2024Q4: 30,496 shares; 2025Q1: 30,149 shares; 2025Q2: 31,004 shares; 2025Q3: 28,773 shares; 2025Q4: 27,407 shares 27,407 $1.31M 0.03% -1,366 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 39,370 shares; 2025Q1: 35,533 shares; 2025Q2: 14,341 shares; 2025Q3: 14,826 shares; 2025Q4: 13,601 shares 13,601 $1.31M 0.03% -1,225 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,074 shares; 2025Q1: 4,183 shares; 2025Q2: 1,309 shares; 2025Q3: 3,600 shares; 2025Q4: 31,354 shares 31,354 $1.31M 0.03% +27,754 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: 6,823 shares; 2024Q4: 2,194 shares; 2025Q1: 7,526 shares; 2025Q2: 6,863 shares; 2025Q3: 5,979 shares; 2025Q4: 6,697 shares 6,697 $1.31M 0.03% +718 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 9,931 shares; 2025Q1: 9,114 shares; 2025Q2: 8,772 shares; 2025Q3: 8,480 shares; 2025Q4: 8,065 shares 8,065 $1.31M 0.03% -415 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: 11,550 shares; 2024Q4: 8,396 shares; 2025Q1: 19,507 shares; 2025Q2: 26,305 shares; 2025Q3: 28,846 shares; 2025Q4: 35,994 shares 35,994 $1.3M 0.03% +7,148 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,590 shares; 2024Q4: 20,602 shares; 2025Q1: 20,768 shares; 2025Q2: 18,068 shares; 2025Q3: 16,038 shares; 2025Q4: 12,523 shares 12,523 $1.3M 0.03% -3,515 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: 3,878 shares; 2024Q4: 4,528 shares; 2025Q1: 4,109 shares; 2025Q2: 4,598 shares; 2025Q3: 11,753 shares; 2025Q4: 16,823 shares 16,823 $1.29M 0.03% +5,070 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 295 shares; 2025Q3: 331 shares; 2025Q4: 380 shares 380 $1.29M 0.03% +49 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: 32,416 shares; 2024Q4: 27,061 shares; 2025Q1: 21,591 shares; 2025Q2: 33,512 shares; 2025Q3: 33,271 shares; 2025Q4: 32,800 shares 32,800 $1.28M 0.03% -471 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: 64,061 shares; 2024Q4: 64,268 shares; 2025Q1: 64,470 shares; 2025Q2: 63,818 shares; 2025Q3: 62,702 shares; 2025Q4: 65,194 shares 65,194 $1.28M 0.03% +2,492 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: 1,543 shares; 2024Q4: 1,713 shares; 2025Q1: 1,577 shares; 2025Q2: 20,178 shares; 2025Q3: 19,902 shares; 2025Q4: 26,310 shares 26,310 $1.27M 0.03% +6,408 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,167 shares; 2024Q4: 55,791 shares; 2025Q1: 55,799 shares; 2025Q2: 61,551 shares; 2025Q3: 59,411 shares; 2025Q4: 61,349 shares 61,349 $1.26M 0.03% +1,938 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,440 shares; 2024Q4: 63,106 shares; 2025Q1: 65,528 shares; 2025Q2: 60,758 shares; 2025Q3: 31,562 shares; 2025Q4: 31,887 shares 31,887 $1.26M 0.03% +325 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,315 shares; 2025Q2: 12,610 shares; 2025Q3: 29,314 shares; 2025Q4: 29,011 shares 29,011 $1.26M 0.03% -303 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,884 shares; 2024Q4: 22,929 shares; 2025Q1: 10,182 shares; 2025Q2: 21,750 shares; 2025Q3: 7,809 shares; 2025Q4: 7,812 shares 7,812 $1.26M 0.03% +3 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 7,218 shares; 2025Q1: 19,128 shares; 2025Q2: 7,749 shares; 2025Q3: 8,293 shares; 2025Q4: 9,681 shares 9,681 $1.25M 0.03% +1,388 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 12,636 shares; 2025Q1: 13,078 shares; 2025Q2: 12,834 shares; 2025Q3: 12,789 shares; 2025Q4: 13,345 shares 13,345 $1.25M 0.03% +556 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 403 shares; 2025Q1: 12,999 shares; 2025Q2: 14,916 shares; 2025Q3: 15,225 shares; 2025Q4: 14,264 shares 14,264 $1.25M 0.03% -961 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 13,330 shares; 2025Q1: 13,121 shares; 2025Q2: 6,745 shares; 2025Q3: 11,003 shares; 2025Q4: 10,139 shares 10,139 $1.24M 0.03% -864 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,317 shares; 2025Q2: 45,223 shares; 2025Q3: 45,970 shares; 2025Q4: 46,094 shares 46,094 $1.24M 0.03% +124 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: 3,961 shares; 2024Q4: 4,525 shares; 2025Q1: 7,035 shares; 2025Q2: 7,326 shares; 2025Q3: 7,854 shares; 2025Q4: 7,689 shares 7,689 $1.24M 0.03% -165 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,804 shares; 2024Q4: 634,469 shares; 2025Q1: 218,067 shares; 2025Q2: 86,211 shares; 2025Q3: 79,830 shares; 2025Q4: 75,061 shares 75,061 $1.24M 0.03% -4,769 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,148 shares; 2024Q4: 57,923 shares; 2025Q1: 56,769 shares; 2025Q2: 48,459 shares; 2025Q3: 47,989 shares; 2025Q4: 47,989 shares 47,989 $1.23M 0.03% 0 Timeline SPMO 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: 2,216 shares; 2025Q1: 480 shares; 2025Q2: 5,472 shares; 2025Q3: 10,833 shares; 2025Q4: 10,231 shares 10,231 $1.22M 0.03% -602 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,003 shares; 2025Q1: 50,000 shares; 2025Q2: 49,969 shares; 2025Q3: 50,000 shares; 2025Q4: 50,405 shares 50,405 $1.22M 0.03% +405 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,067 shares; 2024Q4: 18,527 shares; 2025Q1: 18,109 shares; 2025Q2: 15,823 shares; 2025Q3: 15,055 shares; 2025Q4: 14,390 shares 14,390 $1.22M 0.03% -665 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 52 shares; 2025Q3: 10,947 shares; 2025Q4: 5,853 shares 5,853 $1.22M 0.03% -5,094 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 14,093 shares; 2025Q1: 45,763 shares; 2025Q2: 10,887 shares; 2025Q3: 9,487 shares; 2025Q4: 9,357 shares 9,357 $1.22M 0.03% -130 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 475 shares; 2025Q1: 486 shares; 2025Q2: 11,702 shares; 2025Q3: 12,088 shares; 2025Q4: 12,309 shares 12,309 $1.2M 0.03% +221 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,535 shares; 2024Q4: 119,706 shares; 2025Q1: 72,464 shares; 2025Q2: 49,608 shares; 2025Q3: 30,816 shares; 2025Q4: 30,881 shares 30,881 $1.19M 0.03% +65 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,508 shares; 2024Q4: 71,682 shares; 2025Q1: 69,103 shares; 2025Q2: 54,911 shares; 2025Q3: 51,668 shares; 2025Q4: 51,403 shares 51,403 $1.19M 0.03% -265 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,137 shares; 2024Q4: 43,900 shares; 2025Q1: 41,244 shares; 2025Q2: 38,301 shares; 2025Q3: 41,496 shares; 2025Q4: 43,768 shares 43,768 $1.19M 0.03% +2,272 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 420 shares; 2025Q1: 20,840 shares; 2025Q2: 24,100 shares; 2025Q3: 23,509 shares; 2025Q4: 25,232 shares 25,232 $1.18M 0.03% +1,723 Timeline IGIB 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: 1,245 shares; 2024Q4: 1,342 shares; 2025Q1: 2,111 shares; 2025Q2: 1,785 shares; 2025Q3: 16,055 shares; 2025Q4: 21,952 shares 21,952 $1.18M 0.03% +5,897 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,692 shares; 2024Q4: 41,477 shares; 2025Q1: 46,545 shares; 2025Q2: 44,357 shares; 2025Q3: 43,521 shares; 2025Q4: 34,172 shares 34,172 $1.18M 0.03% -9,349 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,160 shares; 2024Q4: 20,715 shares; 2025Q1: 22,726 shares; 2025Q2: 25,568 shares; 2025Q3: 29,501 shares; 2025Q4: 35,808 shares 35,808 $1.17M 0.03% +6,307 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 43 shares; 2025Q4: 24,222 shares 24,222 $1.17M 0.03% +24,179 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: 956 shares; 2024Q4: 3,066 shares; 2025Q1: 3,013 shares; 2025Q2: 3,076 shares; 2025Q3: 3,111 shares; 2025Q4: 3,046 shares 3,046 $1.17M 0.03% -65 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,129 shares; 2024Q4: 28,440 shares; 2025Q1: 29,916 shares; 2025Q2: 30,138 shares; 2025Q3: 31,642 shares; 2025Q4: 35,888 shares 35,888 $1.17M 0.03% +4,246 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 422 shares; 2025Q1: 335 shares; 2025Q2: 714 shares; 2025Q3: 5,174 shares; 2025Q4: 7,185 shares 7,185 $1.16M 0.03% +2,011 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 11,939 shares; 2025Q1: 8,930 shares; 2025Q2: 5,479 shares; 2025Q3: 4,829 shares; 2025Q4: 12,567 shares 12,567 $1.16M 0.03% +7,738 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,808 shares; 2025Q1: 4,822 shares; 2025Q2: 5,385 shares; 2025Q3: 5,963 shares; 2025Q4: 5,067 shares 5,067 $1.15M 0.03% -896 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 10,033 shares; 2025Q1: 9,946 shares; 2025Q2: 9,874 shares; 2025Q3: 9,584 shares; 2025Q4: 9,167 shares 9,167 $1.15M 0.03% -417 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 368 shares; 2025Q1: 1,024 shares; 2025Q2: 1,230 shares; 2025Q3: 1,403 shares; 2025Q4: 1,494 shares 1,494 $1.15M 0.03% +91 Timeline FCTE 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: 68,033 shares; 2024Q4: 43,703 shares; 2025Q1: 44,328 shares; 2025Q2: 39,573 shares; 2025Q3: 44,779 shares; 2025Q4: 46,092 shares 46,092 $1.15M 0.03% +1,313 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 28,781 shares; 2025Q1: 30,515 shares; 2025Q2: 32,047 shares; 2025Q3: 32,401 shares; 2025Q4: 31,643 shares 31,643 $1.15M 0.03% -758 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,202 shares; 2025Q1: 3,362 shares; 2025Q2: 6,126 shares; 2025Q3: 8,394 shares; 2025Q4: 8,614 shares 8,614 $1.14M 0.03% +220 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: 66,902 shares; 2024Q4: 69,965 shares; 2025Q1: 66,693 shares; 2025Q2: 51,682 shares; 2025Q3: 49,974 shares; 2025Q4: 51,030 shares 51,030 $1.14M 0.03% +1,056 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,973 shares; 2024Q4: 32,101 shares; 2025Q1: 35,329 shares; 2025Q2: 38,694 shares; 2025Q3: 40,246 shares; 2025Q4: 36,675 shares 36,675 $1.13M 0.03% -3,571 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,254 shares; 2024Q4: 122,118 shares; 2025Q1: 110,007 shares; 2025Q2: 43,261 shares; 2025Q3: 39,792 shares; 2025Q4: 32,802 shares 32,802 $1.13M 0.03% -6,990 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 5,123 shares; 2025Q1: 5,140 shares; 2025Q2: 3,588 shares; 2025Q3: 3,046 shares; 2025Q4: 31,055 shares 31,055 $1.13M 0.03% +28,009 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,749 shares; 2024Q4: 23,763 shares; 2025Q1: 18,867 shares; 2025Q2: 19,633 shares; 2025Q3: 24,230 shares; 2025Q4: 24,573 shares 24,573 $1.13M 0.03% +343 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 13,121 shares; 2025Q1: 24,185 shares; 2025Q2: 4,658 shares; 2025Q3: 4,167 shares; 2025Q4: 10,704 shares 10,704 $1.12M 0.03% +6,537 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 156 shares; 2025Q1: 103 shares; 2025Q2: 28 shares; 2025Q3: 141 shares; 2025Q4: 3,326 shares 3,326 $1.12M 0.03% +3,185 Timeline SCMB 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: 1,645 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 12,805 shares; 2025Q4: 43,603 shares 43,603 $1.12M 0.03% +30,798 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,074 shares; 2024Q4: 16,074 shares; 2025Q1: 26,067 shares; 2025Q2: 26,067 shares; 2025Q3: 26,067 shares; 2025Q4: 28,666 shares 28,666 $1.12M 0.03% +2,599 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 801 shares; 2025Q1: 809 shares; 2025Q2: 10,631 shares; 2025Q3: 23,223 shares; 2025Q4: 23,243 shares 23,243 $1.12M 0.03% +20 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 65,597 shares; 2025Q1: 60,289 shares; 2025Q2: 20,293 shares; 2025Q3: 28,331 shares; 2025Q4: 28,992 shares 28,992 $1.11M 0.02% +661 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 965 shares; 2025Q1: 946 shares; 2025Q2: 1,089 shares; 2025Q3: 917 shares; 2025Q4: 1,784 shares 1,784 $1.11M 0.02% +867 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,122 shares; 2024Q4: 58,714 shares; 2025Q1: 44,988 shares; 2025Q2: 58,406 shares; 2025Q3: 39,169 shares; 2025Q4: 38,474 shares 38,474 $1.11M 0.02% -695 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,777 shares; 2025Q1: 32,097 shares; 2025Q2: 99,993 shares; 2025Q3: 54,396 shares; 2025Q4: 56,952 shares 56,952 $1.11M 0.02% +2,556 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 1,305 shares; 2025Q1: 1,470 shares; 2025Q2: 1,332 shares; 2025Q3: 1,985 shares; 2025Q4: 2,488 shares 2,488 $1.11M 0.02% +503 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 3,940 shares; 2025Q1: 7,630 shares; 2025Q2: 4,530 shares; 2025Q3: 4,511 shares; 2025Q4: 4,488 shares 4,488 $1.11M 0.02% -23 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: 15,602 shares; 2024Q4: 17,010 shares; 2025Q1: 17,174 shares; 2025Q2: 16,600 shares; 2025Q3: 16,660 shares; 2025Q4: 17,050 shares 17,050 $1.11M 0.02% +390 Timeline OVM 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: 60,048 shares; 2024Q4: 60,402 shares; 2025Q1: 59,908 shares; 2025Q2: 59,029 shares; 2025Q3: 51,370 shares; 2025Q4: 51,468 shares 51,468 $1.1M 0.02% +98 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 12,392 shares; 2025Q1: 11,785 shares; 2025Q2: 12,265 shares; 2025Q3: 11,269 shares; 2025Q4: 22,512 shares 22,512 $1.1M 0.02% +11,243 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: 46,504 shares; 2024Q4: 46,142 shares; 2025Q1: 21,626 shares; 2025Q2: 13,298 shares; 2025Q3: 11,171 shares; 2025Q4: 10,607 shares 10,607 $1.1M 0.02% -564 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: 2,011 shares; 2024Q4: 2,701 shares; 2025Q1: 2,217 shares; 2025Q2: 1,920 shares; 2025Q3: 4,305 shares; 2025Q4: 5,354 shares 5,354 $1.1M 0.02% +1,049 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,516 shares; 2024Q4: 13,516 shares; 2025Q1: 13,516 shares; 2025Q2: 23,971 shares; 2025Q3: 24,405 shares; 2025Q4: 25,542 shares 25,542 $1.1M 0.02% +1,137 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,815 shares; 2025Q1: 4,951 shares; 2025Q2: 7,075 shares; 2025Q3: 7,654 shares; 2025Q4: 8,379 shares 8,379 $1.1M 0.02% +725 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 14,826 shares; 2025Q1: 17,133 shares; 2025Q2: 21,479 shares; 2025Q3: 39,066 shares; 2025Q4: 54,886 shares 54,886 $1.1M 0.02% +15,820 Timeline IQLT 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: 50,052 shares; 2024Q4: 34,829 shares; 2025Q1: 21,804 shares; 2025Q2: 22,768 shares; 2025Q3: 24,476 shares; 2025Q4: 23,913 shares 23,913 $1.09M 0.02% -563 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,955 shares; 2024Q4: 44,755 shares; 2025Q1: 47,344 shares; 2025Q2: 49,288 shares; 2025Q3: 49,809 shares; 2025Q4: 39,719 shares 39,719 $1.09M 0.02% -10,090 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,919 shares; 2024Q4: 48,096 shares; 2025Q1: 51,943 shares; 2025Q2: 25,806 shares; 2025Q3: 24,275 shares; 2025Q4: 24,308 shares 24,308 $1.09M 0.02% +33 Timeline SPYH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,682 shares 19,682 $1.08M 0.02% new Timeline JGLO 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: 11,624 shares; 2024Q4: 11,617 shares; 2025Q1: 11,807 shares; 2025Q2: 16,047 shares; 2025Q3: 15,194 shares; 2025Q4: 16,000 shares 16,000 $1.08M 0.02% +806 Timeline RMIF 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: 23,540 shares; 2024Q4: 25,057 shares; 2025Q1: 33,641 shares; 2025Q2: 34,811 shares; 2025Q3: 34,910 shares; 2025Q4: 43,645 shares 43,645 $1.08M 0.02% +8,735 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: 3,971 shares; 2024Q4: 4,526 shares; 2025Q1: 12,485 shares; 2025Q2: 4,465 shares; 2025Q3: 10,698 shares; 2025Q4: 7,128 shares 7,128 $1.08M 0.02% -3,570 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 7,859 shares; 2025Q1: 8,485 shares; 2025Q2: 10,160 shares; 2025Q3: 11,092 shares; 2025Q4: 11,162 shares 11,162 $1.07M 0.02% +70 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: 114,168 shares; 2024Q4: 96,025 shares; 2025Q1: 92,826 shares; 2025Q2: 79,073 shares; 2025Q3: 34,659 shares; 2025Q4: 24,218 shares 24,218 $1.07M 0.02% -10,441 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: 3,986 shares; 2024Q4: 19,702 shares; 2025Q1: 18,392 shares; 2025Q2: 17,872 shares; 2025Q3: 16,144 shares; 2025Q4: 16,468 shares 16,468 $1.07M 0.02% +324 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 6,951 shares; 2025Q1: 6,916 shares; 2025Q2: 6,753 shares; 2025Q3: 7,640 shares; 2025Q4: 4,678 shares 4,678 $1.07M 0.02% -2,962 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: 16,801 shares; 2024Q4: 13,969 shares; 2025Q1: 15,581 shares; 2025Q2: 22,687 shares; 2025Q3: 26,501 shares; 2025Q4: 21,018 shares 21,018 $1.07M 0.02% -5,483 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: 3,503 shares; 2024Q4: 2,857 shares; 2025Q1: 6,103 shares; 2025Q2: 6,545 shares; 2025Q3: 6,701 shares; 2025Q4: 12,508 shares 12,508 $1.07M 0.02% +5,807 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 2,239 shares; 2025Q1: 2,626 shares; 2025Q2: 2,657 shares; 2025Q3: 2,437 shares; 2025Q4: 3,022 shares 3,022 $1.06M 0.02% +585 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,397 shares; 2024Q4: 14,241 shares; 2025Q1: 23,080 shares; 2025Q2: 31,473 shares; 2025Q3: 19,716 shares; 2025Q4: 21,368 shares 21,368 $1.06M 0.02% +1,652 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 10,002 shares; 2025Q1: 14,641 shares; 2025Q2: 27,830 shares; 2025Q3: 29,330 shares; 2025Q4: 29,667 shares 29,667 $1.05M 0.02% +337 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,073 shares 42,073 $1.05M 0.02% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: 12,303 shares; 2025Q1: 13,311 shares; 2025Q2: 13,426 shares; 2025Q3: 10,033 shares; 2025Q4: 9,501 shares 9,501 $1.05M 0.02% -532 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: 10,241 shares; 2024Q4: 11,026 shares; 2025Q1: 13,205 shares; 2025Q2: 17,330 shares; 2025Q3: 19,688 shares; 2025Q4: 22,894 shares 22,894 $1.04M 0.02% +3,206 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 31,254 shares; 2025Q1: 35,782 shares; 2025Q2: 12,519 shares; 2025Q3: 12,668 shares; 2025Q4: 13,325 shares 13,325 $1.04M 0.02% +657 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 23,853 shares; 2025Q2: 34,363 shares; 2025Q3: 35,183 shares; 2025Q4: 34,683 shares 34,683 $1.04M 0.02% -500 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,015 shares; 2024Q4: 26,887 shares; 2025Q1: 37,759 shares; 2025Q2: 24,552 shares; 2025Q3: 31,347 shares; 2025Q4: 31,408 shares 31,408 $1.04M 0.02% +61 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: 4,179 shares; 2024Q4: 5,538 shares; 2025Q1: 5,622 shares; 2025Q2: 4,447 shares; 2025Q3: 4,803 shares; 2025Q4: 7,800 shares 7,800 $1.04M 0.02% +2,997 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,467 shares; 2025Q4: 15,640 shares 15,640 $1.03M 0.02% +173 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: 318 shares; 2024Q4: 349 shares; 2025Q1: 329 shares; 2025Q2: 364 shares; 2025Q3: 382 shares; 2025Q4: 512 shares 512 $1.03M 0.02% +130 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 24,818 shares 24,818 $1.03M 0.02% +24,789 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,979 shares; 2024Q4: 72,443 shares; 2025Q1: 69,785 shares; 2025Q2: 53,590 shares; 2025Q3: 46,819 shares; 2025Q4: 44,461 shares 44,461 $1.03M 0.02% -2,358 SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,006 shares; 2024Q4: 28,096 shares; 2025Q1: 30,841 shares; 2025Q2: 36,154 shares; 2025Q3: 40,799 shares; 2025Q4: 49,120 shares 49,120 $1.03M 0.02% +8,321 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: 14,454 shares; 2024Q4: 15,167 shares; 2025Q1: 15,488 shares; 2025Q2: 14,396 shares; 2025Q3: 14,147 shares; 2025Q4: 13,909 shares 13,909 $1.02M 0.02% -238 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 9,672 shares; 2025Q1: 7,291 shares; 2025Q2: 14,751 shares; 2025Q3: 16,974 shares; 2025Q4: 20,155 shares 20,155 $1.02M 0.02% +3,181 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: 6,971 shares; 2024Q4: 12,992 shares; 2025Q1: 8,594 shares; 2025Q2: 6,988 shares; 2025Q3: 1,251 shares; 2025Q4: 5,584 shares 5,584 $1.02M 0.02% +4,333 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 7,740 shares; 2025Q1: 14,955 shares; 2025Q2: 15,394 shares; 2025Q3: 11,126 shares; 2025Q4: 11,466 shares 11,466 $1.01M 0.02% +340 Timeline FAD 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: 6,996 shares; 2024Q4: 6,956 shares; 2025Q1: 6,956 shares; 2025Q2: 6,941 shares; 2025Q3: 6,892 shares; 2025Q4: 6,268 shares 6,268 $1.01M 0.02% -624 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 311 shares; 2025Q1: 2,045 shares; 2025Q2: 2,153 shares; 2025Q3: 2,645 shares; 2025Q4: 2,983 shares 2,983 $1.01M 0.02% +338 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 5,370 shares; 2025Q1: 5,285 shares; 2025Q2: 2,712 shares; 2025Q3: 2,137 shares; 2025Q4: 1,940 shares 1,940 $1.01M 0.02% -197 Timeline BDGS 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: 28,227 shares; 2025Q1: 29,358 shares; 2025Q2: 28,979 shares; 2025Q3: 29,472 shares; 2025Q4: 29,220 shares 29,220 $1.01M 0.02% -252 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 1,190 shares; 2025Q2: 4,065 shares; 2025Q3: 10,273 shares; 2025Q4: 12,102 shares 12,102 $1.01M 0.02% +1,829 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: 609 shares; 2024Q4: 914 shares; 2025Q1: 8,814 shares; 2025Q2: 9,617 shares; 2025Q3: 4,926 shares; 2025Q4: 5,463 shares 5,463 $1.01M 0.02% +537 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,503 shares; 2025Q1: 4,917 shares; 2025Q2: 6,840 shares; 2025Q3: 16,125 shares; 2025Q4: 16,957 shares 16,957 $1.01M 0.02% +832 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: 4,450 shares; 2024Q4: 7,016 shares; 2025Q1: 5,673 shares; 2025Q2: 5,435 shares; 2025Q3: 5,556 shares; 2025Q4: 4,415 shares 4,415 $1.01M 0.02% -1,141 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: 36,373 shares; 2024Q4: 36,255 shares; 2025Q1: 33,250 shares; 2025Q2: 21,995 shares; 2025Q3: 21,904 shares; 2025Q4: 22,011 shares 22,011 $1.01M 0.02% +107 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: 7,777 shares; 2024Q4: 4,269 shares; 2025Q1: 4,271 shares; 2025Q2: 10,229 shares; 2025Q3: 9,963 shares; 2025Q4: 10,883 shares 10,883 $1.01M 0.02% +920 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,970 shares; 2024Q4: 30,285 shares; 2025Q1: 28,000 shares; 2025Q2: 26,154 shares; 2025Q3: 21,141 shares; 2025Q4: 21,911 shares 21,911 $1M 0.02% +770 Timeline FIDI 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: 9,852 shares; 2024Q4: 19,704 shares; 2025Q1: 9,852 shares; 2025Q2: 9,852 shares; 2025Q3: 14,581 shares; 2025Q4: 38,628 shares 38,628 $1M 0.02% +24,047 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,914 shares; 2025Q1: 125 shares; 2025Q2: 2,076 shares; 2025Q3: 2,036 shares; 2025Q4: 11,490 shares 11,490 $998K 0.02% +9,454 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,552 shares; 2024Q4: 28,531 shares; 2025Q1: 24,135 shares; 2025Q2: 24,370 shares; 2025Q3: 30,720 shares; 2025Q4: 32,163 shares 32,163 $997K 0.02% +1,443 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,098 shares; 2024Q4: 26,189 shares; 2025Q1: 22,533 shares; 2025Q2: 30,965 shares; 2025Q3: 20,690 shares; 2025Q4: 20,522 shares 20,522 $997K 0.02% -168 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,131 shares; 2024Q4: 14,123 shares; 2025Q1: 21,667 shares; 2025Q2: 29,882 shares; 2025Q3: 20,024 shares; 2025Q4: 19,877 shares 19,877 $995K 0.02% -147 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 11,971 shares; 2025Q1: 12,457 shares; 2025Q2: 11,584 shares; 2025Q3: 13,430 shares; 2025Q4: 13,455 shares 13,455 $989K 0.02% +25 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: 4,456 shares; 2024Q4: 3,110 shares; 2025Q1: 3,352 shares; 2025Q2: 3,662 shares; 2025Q3: 3,298 shares; 2025Q4: 3,539 shares 3,539 $987K 0.02% +241 Timeline IBTM 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: 305 shares; 2024Q4: 3,366 shares; 2025Q1: 4,640 shares; 2025Q2: 64,466 shares; 2025Q3: 34,510 shares; 2025Q4: 42,687 shares 42,687 $985K 0.02% +8,177 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 12,558 shares; 2025Q1: 10,234 shares; 2025Q2: 7,395 shares; 2025Q3: 7,217 shares; 2025Q4: 8,562 shares 8,562 $983K 0.02% +1,345 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: 2,631 shares; 2024Q4: 2,775 shares; 2025Q1: 1,736 shares; 2025Q2: 1,484 shares; 2025Q3: 1,674 shares; 2025Q4: 7,132 shares 7,132 $983K 0.02% +5,458 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 5,725 shares; 2025Q1: 6,787 shares; 2025Q2: 6,926 shares; 2025Q3: 8,695 shares; 2025Q4: 8,887 shares 8,887 $980K 0.02% +192 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,857 shares; 2025Q4: 36,635 shares 36,635 $980K 0.02% +10,778 Timeline DTH 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: 729 shares; 2024Q4: 580 shares; 2025Q1: 578 shares; 2025Q2: 20,940 shares; 2025Q3: 17,931 shares; 2025Q4: 18,859 shares 18,859 $973K 0.02% +928 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 4,129 shares; 2025Q1: 7,087 shares; 2025Q2: 6,748 shares; 2025Q3: 5,765 shares; 2025Q4: 6,684 shares 6,684 $962K 0.02% +919 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 8 shares; 2025Q1: 4,985 shares; 2025Q2: 4,386 shares; 2025Q3: 9,385 shares; 2025Q4: 11,502 shares 11,502 $962K 0.02% +2,117 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: 14,350 shares; 2024Q4: 14,250 shares; 2025Q1: 14,250 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares; 2025Q4: 21,104 shares 21,104 $960K 0.02% +6,854 Timeline HYS 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 2,267 shares; 2025Q2: 3,866 shares; 2025Q3: 8,804 shares; 2025Q4: 10,107 shares 10,107 $958K 0.02% +1,303 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,547 shares; 2024Q4: 1,924 shares; 2025Q1: 1,740 shares; 2025Q2: 1,836 shares; 2025Q3: 6,041 shares; 2025Q4: 6,226 shares 6,226 $953K 0.02% +185 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,743 shares; 2025Q1: 9,620 shares; 2025Q2: 12,277 shares; 2025Q3: 12,124 shares; 2025Q4: 11,612 shares 11,612 $952K 0.02% -512 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 148,309 shares; 2025Q2: 148,011 shares; 2025Q3: 296,626 shares; 2025Q4: 149,514 shares 149,514 $949K 0.02% -147,112 Timeline PFLD 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: 48,286 shares; 2024Q4: 48,286 shares; 2025Q1: 48,286 shares; 2025Q2: 48,686 shares; 2025Q3: 48,286 shares; 2025Q4: 48,286 shares 48,286 $945K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 4,885 shares; 2025Q1: 16,755 shares; 2025Q2: 17,600 shares; 2025Q3: 16,200 shares; 2025Q4: 16,552 shares 16,552 $937K 0.02% +352 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 13,172 shares; 2025Q1: 7,696 shares; 2025Q2: 7,426 shares; 2025Q3: 7,624 shares; 2025Q4: 16,284 shares 16,284 $936K 0.02% +8,660 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 16,316 shares; 2025Q1: 16,316 shares; 2025Q2: 14,364 shares; 2025Q3: 29,055 shares; 2025Q4: 27,258 shares 27,258 $932K 0.02% -1,797 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 27,133 shares; 2025Q4: 34,335 shares 34,335 $932K 0.02% +7,202 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,288 shares; 2024Q4: 87,550 shares; 2025Q1: 87,653 shares; 2025Q2: 86,495 shares; 2025Q3: 9,095 shares; 2025Q4: 6,580 shares 6,580 $929K 0.02% -2,515 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: 70,930 shares; 2024Q4: 75,225 shares; 2025Q1: 94,202 shares; 2025Q2: 74,893 shares; 2025Q3: 71,531 shares; 2025Q4: 70,624 shares 70,624 $927K 0.02% -907 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,943 shares; 2024Q4: 16,499 shares; 2025Q1: 12,506 shares; 2025Q2: 8,382 shares; 2025Q3: 8,293 shares; 2025Q4: 8,058 shares 8,058 $917K 0.02% -235 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: 6,150 shares; 2024Q4: 5,423 shares; 2025Q1: 10,353 shares; 2025Q2: 10,980 shares; 2025Q3: 12,988 shares; 2025Q4: 13,675 shares 13,675 $917K 0.02% +687 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 2,560 shares; 2025Q2: 4,135 shares; 2025Q3: 4,599 shares; 2025Q4: 5,499 shares 5,499 $915K 0.02% +900 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 18,772 shares; 2025Q3: 19,076 shares; 2025Q4: 19,035 shares 19,035 $908K 0.02% -41 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 6,773 shares; 2025Q1: 7,149 shares; 2025Q2: 2,232 shares; 2025Q3: 2,562 shares; 2025Q4: 3,119 shares 3,119 $901K 0.02% +557 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,470 shares; 2025Q1: 13,419 shares; 2025Q2: 15,908 shares; 2025Q3: 16,098 shares; 2025Q4: 15,165 shares 15,165 $899K 0.02% -933 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,594 shares; 2025Q1: 5,507 shares; 2025Q2: 6,057 shares; 2025Q3: 6,890 shares; 2025Q4: 6,357 shares 6,357 $897K 0.02% -533 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 6,365 shares; 2025Q1: 7,023 shares; 2025Q2: 6,882 shares; 2025Q3: 8,033 shares; 2025Q4: 7,988 shares 7,988 $896K 0.02% -45 Timeline FMB 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: 14,607 shares; 2024Q4: 14,745 shares; 2025Q1: 15,711 shares; 2025Q2: 15,830 shares; 2025Q3: 17,457 shares; 2025Q4: 17,451 shares 17,451 $892K 0.02% -6 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: 2,631 shares; 2024Q4: 3,846 shares; 2025Q1: 9,338 shares; 2025Q2: 10,342 shares; 2025Q3: 12,457 shares; 2025Q4: 10,725 shares 10,725 $890K 0.02% -1,732 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,373 shares; 2025Q1: 2,463 shares; 2025Q2: 1,412 shares; 2025Q3: 1,634 shares; 2025Q4: 9,959 shares 9,959 $885K 0.02% +8,325 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: 9,084 shares; 2024Q4: 8,453 shares; 2025Q1: 6,559 shares; 2025Q2: 6,301 shares; 2025Q3: 6,313 shares; 2025Q4: 6,499 shares 6,499 $885K 0.02% +186 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,684 shares; 2025Q1: 3,095 shares; 2025Q2: 3,103 shares; 2025Q3: 3,207 shares; 2025Q4: 3,409 shares 3,409 $885K 0.02% +202 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 4,344 shares; 2025Q1: 4,113 shares; 2025Q2: 2,547 shares; 2025Q3: 7,834 shares; 2025Q4: 7,906 shares 7,906 $884K 0.02% +72 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 283 shares; 2025Q1: 367 shares; 2025Q2: 3,493 shares; 2025Q3: 3,524 shares; 2025Q4: 3,537 shares 3,537 $878K 0.02% +13 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,342 shares; 2024Q4: 47,839 shares; 2025Q1: 45,981 shares; 2025Q2: 7,831 shares; 2025Q3: 7,978 shares; 2025Q4: 8,591 shares 8,591 $876K 0.02% +613 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,048 shares; 2024Q4: 17,557 shares; 2025Q1: 17,996 shares; 2025Q2: 18,217 shares; 2025Q3: 17,697 shares; 2025Q4: 18,312 shares 18,312 $876K 0.02% +615 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,523 shares; 2024Q4: 12,477 shares; 2025Q1: 11,124 shares; 2025Q2: 4,075 shares; 2025Q3: 4,400 shares; 2025Q4: 6,271 shares 6,271 $873K 0.02% +1,871 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,727 shares; 2025Q1: 6,394 shares; 2025Q2: 5,599 shares; 2025Q3: 5,637 shares; 2025Q4: 11,391 shares 11,391 $868K 0.02% +5,754 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: 45,830 shares; 2024Q4: 46,430 shares; 2025Q1: 41,261 shares; 2025Q2: 10,920 shares; 2025Q3: 17,943 shares; 2025Q4: 19,623 shares 19,623 $858K 0.02% +1,680 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 861 shares; 2025Q1: 909 shares; 2025Q2: 1,324 shares; 2025Q3: 1,531 shares; 2025Q4: 1,416 shares 1,416 $854K 0.02% -115 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 7,330 shares; 2025Q1: 8,345 shares; 2025Q2: 21,750 shares; 2025Q3: 21,493 shares; 2025Q4: 22,078 shares 22,078 $851K 0.02% +585 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 11,972 shares; 2025Q1: 12,088 shares; 2025Q2: 13,847 shares; 2025Q3: 17,779 shares; 2025Q4: 18,613 shares 18,613 $849K 0.02% +834 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,153 shares; 2025Q1: 3,153 shares; 2025Q2: 3,795 shares; 2025Q3: 3,057 shares; 2025Q4: 2,908 shares 2,908 $849K 0.02% -149 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 7,181 shares; 2025Q1: 5,664 shares; 2025Q2: 7,228 shares; 2025Q3: 5,400 shares; 2025Q4: 5,499 shares 5,499 $848K 0.02% +99 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 17,870 shares; 2025Q1: 24,713 shares; 2025Q2: 26,539 shares; 2025Q3: 28,356 shares; 2025Q4: 28,855 shares 28,855 $847K 0.02% +499 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 855 shares; 2025Q1: 1,739 shares; 2025Q2: 2,164 shares; 2025Q3: 1,554 shares; 2025Q4: 1,738 shares 1,738 $847K 0.02% +184 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: 1,522 shares; 2024Q4: 1,669 shares; 2025Q1: 1,782 shares; 2025Q2: 1,959 shares; 2025Q3: 1,612 shares; 2025Q4: 1,382 shares 1,382 $845K 0.02% -230 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,570 shares; 2024Q4: 18,630 shares; 2025Q1: 18,389 shares; 2025Q2: 22,496 shares; 2025Q3: 17,825 shares; 2025Q4: 17,630 shares 17,630 $839K 0.02% -195 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: 43,304 shares; 2024Q4: 63,689 shares; 2025Q1: 54,331 shares; 2025Q2: 43,956 shares; 2025Q3: 43,975 shares; 2025Q4: 50,017 shares 50,017 $837K 0.02% +6,042 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 12,632 shares; 2025Q1: 12,632 shares; 2025Q2: 10,265 shares; 2025Q3: 11,349 shares; 2025Q4: 24,835 shares 24,835 $836K 0.02% +13,486 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 7,923 shares; 2025Q1: 6,657 shares; 2025Q2: 5,809 shares; 2025Q3: 4,989 shares; 2025Q4: 4,747 shares 4,747 $833K 0.02% -242 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 22,873 shares; 2025Q1: 23,853 shares; 2025Q2: 24,479 shares; 2025Q3: 24,862 shares; 2025Q4: 25,035 shares 25,035 $832K 0.02% +173 Timeline KJUL 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: 21,409 shares; 2024Q4: 20,309 shares; 2025Q1: 21,309 shares; 2025Q2: 27,069 shares; 2025Q3: 29,437 shares; 2025Q4: 26,237 shares 26,237 $832K 0.02% -3,200 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: 3,897 shares; 2024Q4: 4,702 shares; 2025Q1: 15,686 shares; 2025Q2: 16,510 shares; 2025Q3: 7,962 shares; 2025Q4: 8,505 shares 8,505 $831K 0.02% +543 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 6,443 shares; 2025Q1: 6,466 shares; 2025Q2: 5,135 shares; 2025Q3: 7,433 shares; 2025Q4: 15,441 shares 15,441 $831K 0.02% +8,008 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: 10,560 shares; 2024Q4: 13,059 shares; 2025Q1: 13,529 shares; 2025Q2: 11,098 shares; 2025Q3: 11,594 shares; 2025Q4: 22,087 shares 22,087 $826K 0.02% +10,493 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: 32,134 shares; 2024Q4: 33,465 shares; 2025Q1: 31,016 shares; 2025Q2: 34,890 shares; 2025Q3: 32,614 shares; 2025Q4: 32,459 shares 32,459 $824K 0.02% -155 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: 19,980 shares; 2024Q4: 15,854 shares; 2025Q1: 17,915 shares; 2025Q2: 20,418 shares; 2025Q3: 23,496 shares; 2025Q4: 22,483 shares 22,483 $822K 0.02% -1,013 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: 9,555 shares; 2024Q4: 15,234 shares; 2025Q1: 9,944 shares; 2025Q2: 11,438 shares; 2025Q3: 9,389 shares; 2025Q4: 10,370 shares 10,370 $819K 0.02% +981 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,989 shares; 2025Q2: 7,399 shares; 2025Q3: 8,916 shares; 2025Q4: 8,942 shares 8,942 $815K 0.02% +26 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,783 shares; 2025Q1: 2,738 shares; 2025Q2: 2,772 shares; 2025Q3: 2,658 shares; 2025Q4: 2,080 shares 2,080 $810K 0.02% -578 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: 7,527 shares; 2024Q4: 2,102 shares; 2025Q1: 5,761 shares; 2025Q2: 409 shares; 2025Q3: 2,231 shares; 2025Q4: 5,861 shares 5,861 $809K 0.02% +3,630 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,740 shares; 2025Q1: 2,156 shares; 2025Q2: 3,023 shares; 2025Q3: 3,248 shares; 2025Q4: 3,121 shares 3,121 $808K 0.02% -127 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,147 shares; 2025Q1: 3,289 shares; 2025Q2: 4,001 shares; 2025Q3: 5,647 shares; 2025Q4: 14,561 shares 14,561 $807K 0.02% +8,914 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 21,429 shares; 2025Q1: 24,921 shares; 2025Q2: 41,873 shares; 2025Q3: 39,366 shares; 2025Q4: 39,649 shares 39,649 $802K 0.02% +283 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,673 shares; 2025Q1: 5,666 shares; 2025Q2: 6,541 shares; 2025Q3: 5,411 shares; 2025Q4: 5,370 shares 5,370 $800K 0.02% -41 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 8,223 shares; 2025Q4: 11,163 shares 11,163 $799K 0.02% +2,940 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: 11,191 shares; 2024Q4: 21,413 shares; 2025Q1: 23,256 shares; 2025Q2: 24,118 shares; 2025Q3: 25,460 shares; 2025Q4: 10,070 shares 10,070 $799K 0.02% -15,390 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: 2,570 shares; 2024Q4: 4,317 shares; 2025Q1: 3,182 shares; 2025Q2: 3,909 shares; 2025Q3: 2,031 shares; 2025Q4: 6,553 shares 6,553 $799K 0.02% +4,522 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,014 shares; 2025Q1: 8,527 shares; 2025Q2: 8,527 shares; 2025Q3: 9,314 shares; 2025Q4: 9,228 shares 9,228 $795K 0.02% -86 Timeline FHLC 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: 3,615 shares; 2024Q4: 3,273 shares; 2025Q1: 3,618 shares; 2025Q2: 2,864 shares; 2025Q3: 3,498 shares; 2025Q4: 10,668 shares 10,668 $792K 0.02% +7,170 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,477 shares; 2025Q4: 30,999 shares 30,999 $791K 0.02% +28,522 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 5,708 shares; 2025Q1: 7,150 shares; 2025Q2: 4,802 shares; 2025Q3: 5,617 shares; 2025Q4: 5,390 shares 5,390 $790K 0.02% -227 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 19,811 shares; 2025Q1: 21,769 shares; 2025Q2: 23,282 shares; 2025Q3: 21,895 shares; 2025Q4: 20,418 shares 20,418 $788K 0.02% -1,477 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,566 shares; 2025Q1: 3,551 shares; 2025Q2: 7,906 shares; 2025Q3: 4,171 shares; 2025Q4: 4,281 shares 4,281 $788K 0.02% +110 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,427 shares; 2025Q2: 14,976 shares; 2025Q3: 18,713 shares; 2025Q4: 20,236 shares 20,236 $787K 0.02% +1,523 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: 305 shares; 2024Q4: 5,352 shares; 2025Q1: 5,463 shares; 2025Q2: 5,880 shares; 2025Q3: 5,182 shares; 2025Q4: 7,494 shares 7,494 $787K 0.02% +2,312 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 9,805 shares; 2025Q1: 7,712 shares; 2025Q2: 3,997 shares; 2025Q3: 15,929 shares; 2025Q4: 14,068 shares 14,068 $787K 0.02% -1,861 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 4,748 shares; 2025Q1: 7,110 shares; 2025Q2: 32,573 shares; 2025Q3: 33,633 shares; 2025Q4: 34,143 shares 34,143 $786K 0.02% +510 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 25,269 shares; 2025Q1: 6,786 shares; 2025Q2: 20,022 shares; 2025Q3: 20,467 shares; 2025Q4: 29,693 shares 29,693 $786K 0.02% +9,226 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,458 shares; 2024Q4: 98,824 shares; 2025Q1: 99,647 shares; 2025Q2: 6,172 shares; 2025Q3: 6,666 shares; 2025Q4: 8,101 shares 8,101 $785K 0.02% +1,435 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: 11,122 shares; 2024Q4: 11,133 shares; 2025Q1: 11,307 shares; 2025Q2: 10,542 shares; 2025Q3: 11,051 shares; 2025Q4: 31,379 shares 31,379 $783K 0.02% +20,328 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 4,817 shares; 2025Q1: 39,280 shares; 2025Q2: 41,705 shares; 2025Q3: 8,726 shares; 2025Q4: 30,227 shares 30,227 $783K 0.02% +21,501 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 16,200 shares; 2025Q3: 15,900 shares; 2025Q4: 15,800 shares 15,800 $782K 0.02% -100 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: 881 shares; 2024Q4: 1,427 shares; 2025Q1: 2,444 shares; 2025Q2: 3,561 shares; 2025Q3: 3,372 shares; 2025Q4: 4,208 shares 4,208 $781K 0.02% +836 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 14,954 shares; 2025Q1: 15,737 shares; 2025Q2: 15,784 shares; 2025Q3: 15,254 shares; 2025Q4: 14,233 shares 14,233 $779K 0.02% -1,021 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 90 shares; 2025Q1: 151 shares; 2025Q2: 23 shares; 2025Q3: 905 shares; 2025Q4: 9,443 shares 9,443 $774K 0.02% +8,538 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,142 shares; 2024Q4: 373 shares; 2025Q1: 446 shares; 2025Q2: 587 shares; 2025Q3: 470 shares; 2025Q4: 4,266 shares 4,266 $773K 0.02% +3,796 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,258 shares; 2025Q1: 2,078 shares; 2025Q2: 6,663 shares; 2025Q3: 8,083 shares; 2025Q4: 8,242 shares 8,242 $767K 0.02% +159 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: 41,675 shares; 2024Q4: 41,675 shares; 2025Q1: 18,922 shares; 2025Q2: 17,013 shares; 2025Q3: 14,331 shares; 2025Q4: 17,715 shares 17,715 $766K 0.02% +3,384 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,941 shares; 2024Q4: 25,406 shares; 2025Q1: 25,406 shares; 2025Q2: 27,671 shares; 2025Q3: 27,109 shares; 2025Q4: 27,109 shares 27,109 $766K 0.02% 0 Timeline FTMU 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: 97,890 shares 97,890 $765K 0.02% new Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 18,193 shares; 2025Q1: 18,331 shares; 2025Q2: 18,331 shares; 2025Q3: 18,331 shares; 2025Q4: 18,331 shares 18,331 $764K 0.02% 0 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: 400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,033 shares; 2025Q3: 9,605 shares; 2025Q4: 10,593 shares 10,593 $763K 0.02% +988 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,326 shares; 2025Q1: 1,199 shares; 2025Q2: 11,696 shares; 2025Q3: 12,498 shares; 2025Q4: 11,947 shares 11,947 $763K 0.02% -551 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 367 shares; 2025Q1: 597 shares; 2025Q2: 1,025 shares; 2025Q3: 1,208 shares; 2025Q4: 1,367 shares 1,367 $756K 0.02% +159 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: 2,985 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,887 shares; 2025Q3: 2,514 shares; 2025Q4: 2,515 shares 2,515 $755K 0.02% +1 Timeline NJAN 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: 7,733 shares; 2024Q4: 11,748 shares; 2025Q1: 14,161 shares; 2025Q2: 14,140 shares; 2025Q3: 14,073 shares; 2025Q4: 13,735 shares 13,735 $754K 0.02% -338 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,295 shares; 2024Q4: 12,664 shares; 2025Q1: 13,720 shares; 2025Q2: 19,549 shares; 2025Q3: 20,282 shares; 2025Q4: 20,597 shares 20,597 $751K 0.02% +315 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 19,192 shares; 2025Q1: 13,555 shares; 2025Q2: 13,003 shares; 2025Q3: 14,254 shares; 2025Q4: 14,250 shares 14,250 $749K 0.02% -4 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: 5,514 shares; 2024Q4: 6,315 shares; 2025Q1: 7,370 shares; 2025Q2: 22,434 shares; 2025Q3: 6,351 shares; 2025Q4: 8,806 shares 8,806 $748K 0.02% +2,455 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: 11,144 shares; 2024Q4: 14,460 shares; 2025Q1: 20,204 shares; 2025Q2: 23,156 shares; 2025Q3: 23,875 shares; 2025Q4: 28,590 shares 28,590 $747K 0.02% +4,715 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: 23,483 shares; 2024Q4: 8,645 shares; 2025Q1: 8,501 shares; 2025Q2: 10,066 shares; 2025Q3: 10,026 shares; 2025Q4: 10,732 shares 10,732 $745K 0.02% +706 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 9,833 shares; 2025Q1: 8,973 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares; 2025Q4: 8,979 shares 8,979 $737K 0.02% -260 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,427 shares; 2025Q1: 1,390 shares; 2025Q2: 1,427 shares; 2025Q3: 1,742 shares; 2025Q4: 1,894 shares 1,894 $737K 0.02% +152 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,142 shares; 2025Q1: 7,593 shares; 2025Q2: 6,975 shares; 2025Q3: 6,655 shares; 2025Q4: 7,060 shares 7,060 $732K 0.02% +405 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 17,147 shares; 2025Q1: 21,841 shares; 2025Q2: 22,361 shares; 2025Q3: 25,667 shares; 2025Q4: 35,042 shares 35,042 $730K 0.02% +9,375 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 3,322 shares; 2025Q1: 4,328 shares; 2025Q2: 8,330 shares; 2025Q3: 26,804 shares; 2025Q4: 26,198 shares 26,198 $728K 0.02% -606 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 10,776 shares; 2025Q1: 11,337 shares; 2025Q2: 15,448 shares; 2025Q3: 20,270 shares; 2025Q4: 26,577 shares 26,577 $728K 0.02% +6,307 Timeline FTHI 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: 20,824 shares; 2024Q4: 22,279 shares; 2025Q1: 25,371 shares; 2025Q2: 24,610 shares; 2025Q3: 40,088 shares; 2025Q4: 30,784 shares 30,784 $727K 0.02% -9,304 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 4,067 shares; 2025Q1: 4,210 shares; 2025Q2: 4,260 shares; 2025Q3: 4,632 shares; 2025Q4: 4,632 shares 4,632 $726K 0.02% 0 Timeline NAPR 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: 22,012 shares; 2024Q4: 12,164 shares; 2025Q1: 9,812 shares; 2025Q2: 13,356 shares; 2025Q3: 13,138 shares; 2025Q4: 13,481 shares 13,481 $724K 0.02% +343 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,474 shares; 2024Q4: 31,628 shares; 2025Q1: 23,560 shares; 2025Q2: 15,824 shares; 2025Q3: 15,911 shares; 2025Q4: 16,210 shares 16,210 $721K 0.02% +299 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 3,649 shares; 2025Q1: 1,728 shares; 2025Q2: 1,624 shares; 2025Q3: 3,949 shares; 2025Q4: 16,650 shares 16,650 $721K 0.02% +12,701 Timeline EJAN 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: 17,534 shares; 2024Q4: 28,273 shares; 2025Q1: 21,812 shares; 2025Q2: 21,885 shares; 2025Q3: 21,801 shares; 2025Q4: 21,316 shares 21,316 $720K 0.02% -485 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 6,299 shares; 2025Q1: 6,121 shares; 2025Q2: 7,394 shares; 2025Q3: 6,917 shares; 2025Q4: 7,865 shares 7,865 $720K 0.02% +948 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 485 shares; 2025Q1: 452 shares; 2025Q2: 556 shares; 2025Q3: 871 shares; 2025Q4: 1,671 shares 1,671 $715K 0.02% +800 Timeline CANQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,012 shares; 2025Q1: 3,029 shares; 2025Q2: 19,308 shares; 2025Q3: 22,603 shares; 2025Q4: 23,973 shares 23,973 $714K 0.02% +1,370 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,206 shares; 2025Q1: 2,191 shares; 2025Q2: 2,177 shares; 2025Q3: 2,196 shares; 2025Q4: 2,134 shares 2,134 $709K 0.02% -62 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,883 shares; 2025Q1: 2,425 shares; 2025Q2: 20,000 shares; 2025Q3: 20,416 shares; 2025Q4: 20,448 shares 20,448 $709K 0.02% +32 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 10,177 shares; 2025Q1: 8,183 shares; 2025Q2: 7,974 shares; 2025Q3: 8,173 shares; 2025Q4: 8,004 shares 8,004 $706K 0.02% -169 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,567 shares 32,567 $704K 0.02% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,335 shares; 2024Q4: 201,562 shares; 2025Q1: 198,193 shares; 2025Q2: 25,330 shares; 2025Q3: 22,460 shares; 2025Q4: 20,989 shares 20,989 $702K 0.02% -1,471 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: 1,058 shares; 2024Q4: 1,632 shares; 2025Q1: 2,465 shares; 2025Q2: 2,504 shares; 2025Q3: 1,897 shares; 2025Q4: 1,672 shares 1,672 $702K 0.02% -225 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,250 shares; 2025Q1: 1,056 shares; 2025Q2: 1,064 shares; 2025Q3: 946 shares; 2025Q4: 15,254 shares 15,254 $699K 0.02% +14,308 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: 704 shares; 2024Q4: 757 shares; 2025Q1: 802 shares; 2025Q2: 1,399 shares; 2025Q3: 1,370 shares; 2025Q4: 2,162 shares 2,162 $698K 0.02% +792 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,826 shares; 2025Q1: 1,925 shares; 2025Q2: 1,481 shares; 2025Q3: 1,288 shares; 2025Q4: 1,411 shares 1,411 $692K 0.02% +123 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 3,323 shares; 2025Q1: 7,127 shares; 2025Q2: 10,911 shares; 2025Q3: 15,077 shares; 2025Q4: 30,079 shares 30,079 $691K 0.02% +15,002 Timeline FQAL 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: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 923 shares; 2025Q3: 4,126 shares; 2025Q4: 9,130 shares 9,130 $690K 0.02% +5,004 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 6,132 shares; 2025Q1: 8,673 shares; 2025Q2: 7,767 shares; 2025Q3: 8,243 shares; 2025Q4: 8,873 shares 8,873 $689K 0.02% +630 Timeline JHEM 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: 25,895 shares; 2024Q4: 25,958 shares; 2025Q1: 24,526 shares; 2025Q2: 25,355 shares; 2025Q3: 21,520 shares; 2025Q4: 20,920 shares 20,920 $688K 0.02% -600 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: 1,868 shares; 2024Q4: 2,091 shares; 2025Q1: 3,718 shares; 2025Q2: 3,646 shares; 2025Q3: 3,618 shares; 2025Q4: 3,150 shares 3,150 $684K 0.02% -468 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 9,273 shares; 2025Q1: 25,534 shares; 2025Q2: 25,665 shares; 2025Q3: 25,736 shares; 2025Q4: 25,292 shares 25,292 $680K 0.02% -444 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: 4,751 shares; 2024Q4: 4,754 shares; 2025Q1: 10,172 shares; 2025Q2: 15,651 shares; 2025Q3: 16,801 shares; 2025Q4: 19,311 shares 19,311 $680K 0.02% +2,510 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,764 shares; 2024Q4: 56,084 shares; 2025Q1: 29,176 shares; 2025Q2: 3,951 shares; 2025Q3: 6,317 shares; 2025Q4: 11,561 shares 11,561 $679K 0.02% +5,244 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: 3,566 shares; 2024Q4: 4,624 shares; 2025Q1: 4,282 shares; 2025Q2: 4,432 shares; 2025Q3: 5,189 shares; 2025Q4: 5,303 shares 5,303 $677K 0.02% +114 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: 79,840 shares; 2024Q4: 71,997 shares; 2025Q1: 84,235 shares; 2025Q2: 171,636 shares; 2025Q3: 33,034 shares; 2025Q4: 30,972 shares 30,972 $676K 0.02% -2,062 Timeline JPIE 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: 5,236 shares; 2024Q4: 5,755 shares; 2025Q1: 4,434 shares; 2025Q2: 12,192 shares; 2025Q3: 16,790 shares; 2025Q4: 14,605 shares 14,605 $676K 0.02% -2,185 Timeline FOCT 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: 10,322 shares; 2024Q4: 10,332 shares; 2025Q1: 10,332 shares; 2025Q2: 10,332 shares; 2025Q3: 10,332 shares; 2025Q4: 13,796 shares 13,796 $676K 0.02% +3,464 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 1,661 shares; 2025Q2: 2,671 shares; 2025Q3: 6,877 shares; 2025Q4: 8,836 shares 8,836 $676K 0.02% +1,959 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 15,682 shares; 2025Q1: 13,989 shares; 2025Q2: 13,720 shares; 2025Q3: 14,300 shares; 2025Q4: 14,988 shares 14,988 $675K 0.02% +688 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: 27,115 shares; 2024Q4: 29,270 shares; 2025Q1: 26,721 shares; 2025Q2: 30,559 shares; 2025Q3: 25,069 shares; 2025Q4: 26,346 shares 26,346 $674K 0.02% +1,277 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: 208 shares; 2024Q4: 5,013 shares; 2025Q1: 8,319 shares; 2025Q2: 9,733 shares; 2025Q3: 18,347 shares; 2025Q4: 18,351 shares 18,351 $671K 0.02% +4 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: 32,725 shares; 2024Q4: 78,543 shares; 2025Q1: 83,400 shares; 2025Q2: 13,880 shares; 2025Q3: 17,576 shares; 2025Q4: 25,308 shares 25,308 $670K 0.02% +7,732 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 7,311 shares; 2025Q1: 7,668 shares; 2025Q2: 5,310 shares; 2025Q3: 5,148 shares; 2025Q4: 11,541 shares 11,541 $668K 0.02% +6,393 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 170 shares; 2025Q1: 437 shares; 2025Q2: 475 shares; 2025Q3: 627 shares; 2025Q4: 716 shares 716 $668K 0.02% +89 Timeline SCHQ 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: 16,368 shares; 2024Q4: 20,353 shares; 2025Q1: 21,625 shares; 2025Q2: 22,207 shares; 2025Q3: 21,340 shares; 2025Q4: 21,062 shares 21,062 $668K 0.01% -278 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13,792 shares; 2025Q3: 15,130 shares; 2025Q4: 15,839 shares 15,839 $660K 0.01% +709 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: 22,409 shares; 2024Q4: 20,752 shares; 2025Q1: 18,113 shares; 2025Q2: 4,905 shares; 2025Q3: 2,838 shares; 2025Q4: 4,331 shares 4,331 $658K 0.01% +1,493 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 4,303 shares; 2025Q1: 5,658 shares; 2025Q2: 8,026 shares; 2025Q3: 8,948 shares; 2025Q4: 9,705 shares 9,705 $654K 0.01% +757 Timeline IBMO 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: 33,955 shares; 2024Q4: 33,515 shares; 2025Q1: 30,744 shares; 2025Q2: 34,578 shares; 2025Q3: 26,409 shares; 2025Q4: 25,502 shares 25,502 $654K 0.01% -907 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 3,894 shares; 2025Q2: 5,966 shares; 2025Q3: 5,987 shares; 2025Q4: 5,989 shares 5,989 $649K 0.01% +2 Timeline MGOV 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: 24,877 shares; 2024Q4: 26,818 shares; 2025Q1: 38,717 shares; 2025Q2: 37,442 shares; 2025Q3: 33,002 shares; 2025Q4: 31,658 shares 31,658 $648K 0.01% -1,344 Timeline XBOC 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: 19,700 shares; 2025Q1: 19,700 shares; 2025Q2: 14,267 shares; 2025Q3: 702 shares; 2025Q4: 19,217 shares 19,217 $645K 0.01% +18,515 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,576 shares; 2025Q1: 4,418 shares; 2025Q2: 0 shares; 2025Q3: 1,600 shares; 2025Q4: 3,586 shares 3,586 $642K 0.01% +1,986 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,118 shares; 2024Q4: 13,972 shares; 2025Q1: 9,337 shares; 2025Q2: 9,870 shares; 2025Q3: 9,875 shares; 2025Q4: 8,828 shares 8,828 $641K 0.01% -1,047 Timeline TAGG 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: 14,241 shares; 2025Q1: 14,381 shares; 2025Q2: 14,542 shares; 2025Q3: 14,712 shares; 2025Q4: 14,880 shares 14,880 $640K 0.01% +168 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,485 shares; 2025Q1: 1,774 shares; 2025Q2: 1,308 shares; 2025Q3: 1,173 shares; 2025Q4: 1,517 shares 1,517 $640K 0.01% +344 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 38 shares; 2025Q4: 20,640 shares 20,640 $637K 0.01% +20,602 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 677 shares; 2025Q1: 7,110 shares; 2025Q2: 7,806 shares; 2025Q3: 8,221 shares; 2025Q4: 9,453 shares 9,453 $633K 0.01% +1,232 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: not reported; 2024Q4: 18,750 shares; 2025Q1: 17,492 shares; 2025Q2: 21,037 shares; 2025Q3: 21,109 shares; 2025Q4: 24,900 shares 24,900 $633K 0.01% +3,791 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 487 shares; 2025Q1: 538 shares; 2025Q2: 1,131 shares; 2025Q3: 1,449 shares; 2025Q4: 1,417 shares 1,417 $632K 0.01% -32 FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 44,693 shares 44,693 $632K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 5,341 shares; 2025Q1: 4,696 shares; 2025Q2: 9,058 shares; 2025Q3: 12,462 shares; 2025Q4: 10,518 shares 10,518 $631K 0.01% -1,944 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: 4,258 shares; 2024Q4: 4,321 shares; 2025Q1: 4,772 shares; 2025Q2: 4,988 shares; 2025Q3: 4,382 shares; 2025Q4: 3,868 shares 3,868 $631K 0.01% -514 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 9,538 shares; 2025Q1: 9,359 shares; 2025Q2: 9,779 shares; 2025Q3: 9,851 shares; 2025Q4: 9,688 shares 9,688 $630K 0.01% -163 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 4,339 shares; 2025Q2: 4,234 shares; 2025Q3: 13,298 shares; 2025Q4: 9,810 shares 9,810 $629K 0.01% -3,488 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: 124 shares; 2024Q4: 171 shares; 2025Q1: 827 shares; 2025Q2: 1,079 shares; 2025Q3: 1,287 shares; 2025Q4: 1,180 shares 1,180 $629K 0.01% -107 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,968 shares; 2025Q1: 6,125 shares; 2025Q2: 6,238 shares; 2025Q3: 6,035 shares; 2025Q4: 6,606 shares 6,606 $628K 0.01% +571 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 16,938 shares; 2025Q4: 17,991 shares 17,991 $626K 0.01% +1,053 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,109 shares; 2024Q4: 23,662 shares; 2025Q1: 20,317 shares; 2025Q2: 21,659 shares; 2025Q3: 13,344 shares; 2025Q4: 13,456 shares 13,456 $625K 0.01% +112 Timeline IJUL 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: 19,155 shares; 2024Q4: 19,812 shares; 2025Q1: 19,429 shares; 2025Q2: 19,379 shares; 2025Q3: 19,641 shares; 2025Q4: 18,657 shares 18,657 $625K 0.01% -984 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: 10,017 shares; 2024Q4: 10,162 shares; 2025Q1: 11,060 shares; 2025Q2: 11,393 shares; 2025Q3: 11,280 shares; 2025Q4: 12,239 shares 12,239 $622K 0.01% +959 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,839 shares; 2025Q1: 2,101 shares; 2025Q2: 2,604 shares; 2025Q3: 2,880 shares; 2025Q4: 2,423 shares 2,423 $618K 0.01% -457 Timeline QYLD 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: 28,123 shares; 2024Q4: 23,813 shares; 2025Q1: 23,016 shares; 2025Q2: 38,512 shares; 2025Q3: 34,913 shares; 2025Q4: 34,960 shares 34,960 $618K 0.01% +47 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,907 shares; 2024Q4: 23,902 shares; 2025Q1: 29,306 shares; 2025Q2: 26,764 shares; 2025Q3: 29,272 shares; 2025Q4: 26,637 shares 26,637 $613K 0.01% -2,635 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,168 shares; 2024Q4: 10,678 shares; 2025Q1: 9,412 shares; 2025Q2: 6,272 shares; 2025Q3: 4,072 shares; 2025Q4: 8,321 shares 8,321 $612K 0.01% +4,249 Timeline NFEB 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: 13,569 shares; 2025Q2: 24,208 shares; 2025Q3: 22,208 shares; 2025Q4: 21,708 shares 21,708 $608K 0.01% -500 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: 9,870 shares; 2024Q4: 4,058 shares; 2025Q1: 4,420 shares; 2025Q2: 3,546 shares; 2025Q3: 2,784 shares; 2025Q4: 2,947 shares 2,947 $604K 0.01% +163 Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,551 shares 31,551 $604K 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,376 shares; 2025Q1: 1,155 shares; 2025Q2: 32 shares; 2025Q3: 1,323 shares; 2025Q4: 2,310 shares 2,310 $603K 0.01% +987 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,445 shares; 2025Q1: 1 shares; 2025Q2: 56,551 shares; 2025Q3: 65,644 shares; 2025Q4: 50,032 shares 50,032 $601K 0.01% -15,612 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,534 shares; 2024Q4: 46,985 shares; 2025Q1: 47,731 shares; 2025Q2: 30,765 shares; 2025Q3: 22,252 shares; 2025Q4: 25,617 shares 25,617 $600K 0.01% +3,365 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 7,181 shares; 2025Q1: 29,425 shares; 2025Q2: 23,360 shares; 2025Q3: 9,849 shares; 2025Q4: 9,967 shares 9,967 $599K 0.01% +118 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 5,540 shares; 2025Q1: 12,670 shares; 2025Q2: 15,597 shares; 2025Q3: 5,130 shares; 2025Q4: 4,977 shares 4,977 $596K 0.01% -153 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: 9,732 shares; 2024Q4: 9,656 shares; 2025Q1: 9,283 shares; 2025Q2: 2,618 shares; 2025Q3: 2,487 shares; 2025Q4: 3,651 shares 3,651 $594K 0.01% +1,164 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,841 shares; 2024Q4: 41,611 shares; 2025Q1: 20,056 shares; 2025Q2: 20,522 shares; 2025Q3: 15,687 shares; 2025Q4: 16,203 shares 16,203 $594K 0.01% +516 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 5,121 shares; 2025Q1: 5,058 shares; 2025Q2: 5,090 shares; 2025Q3: 5,635 shares; 2025Q4: 5,567 shares 5,567 $588K 0.01% -68 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 7,975 shares; 2025Q1: 8,471 shares; 2025Q2: 7,432 shares; 2025Q3: 7,168 shares; 2025Q4: 10,039 shares 10,039 $586K 0.01% +2,871 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,957 shares; 2024Q4: 31,679 shares; 2025Q1: 31,995 shares; 2025Q2: 32,428 shares; 2025Q3: 23,975 shares; 2025Q4: 21,840 shares 21,840 $584K 0.01% -2,135 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: 20,158 shares; 2024Q4: 8,619 shares; 2025Q1: 8,967 shares; 2025Q2: 8,990 shares; 2025Q3: 11,240 shares; 2025Q4: 9,321 shares 9,321 $582K 0.01% -1,919 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 1,050 shares; 2025Q2: 21,105 shares; 2025Q3: 21,730 shares; 2025Q4: 21,923 shares 21,923 $582K 0.01% +193 Timeline NNOV 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: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 2,100 shares; 2025Q3: 1,600 shares; 2025Q4: 20,207 shares 20,207 $580K 0.01% +18,607 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: 22,513 shares; 2024Q4: 20,768 shares; 2025Q1: 15,813 shares; 2025Q2: 14,866 shares; 2025Q3: 15,119 shares; 2025Q4: 8,703 shares 8,703 $578K 0.01% -6,416 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,646 shares; 2024Q4: 23,366 shares; 2025Q1: 16,505 shares; 2025Q2: 13,309 shares; 2025Q3: 13,328 shares; 2025Q4: 13,222 shares 13,222 $576K 0.01% -106 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,420 shares; 2024Q4: 91,165 shares; 2025Q1: 29,860 shares; 2025Q2: 19,966 shares; 2025Q3: 9,266 shares; 2025Q4: 15,014 shares 15,014 $575K 0.01% +5,748 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 8,882 shares; 2025Q1: 5,671 shares; 2025Q2: 2,834 shares; 2025Q3: 4,135 shares; 2025Q4: 4,061 shares 4,061 $574K 0.01% -74 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: 20,051 shares; 2024Q4: 5,572 shares; 2025Q1: 5,525 shares; 2025Q2: 5,418 shares; 2025Q3: 5,106 shares; 2025Q4: 6,785 shares 6,785 $574K 0.01% +1,679 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,481 shares; 2025Q1: 3,435 shares; 2025Q2: 871 shares; 2025Q3: 746 shares; 2025Q4: 940 shares 940 $569K 0.01% +194 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 4,516 shares; 2025Q1: 4,861 shares; 2025Q2: 5,289 shares; 2025Q3: 5,569 shares; 2025Q4: 5,625 shares 5,625 $567K 0.01% +56 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,899 shares; 2024Q4: 8,231 shares; 2025Q1: 9,452 shares; 2025Q2: 8,606 shares; 2025Q3: 7,683 shares; 2025Q4: 7,689 shares 7,689 $566K 0.01% +6 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 15,048 shares 15,048 $566K 0.01% +15,032 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 59 shares; 2025Q1: 60 shares; 2025Q2: 194 shares; 2025Q3: 499 shares; 2025Q4: 1,007 shares 1,007 $566K 0.01% +508 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,211 shares; 2024Q4: 16,270 shares; 2025Q1: 16,272 shares; 2025Q2: 16,006 shares; 2025Q3: 11,791 shares; 2025Q4: 11,824 shares 11,824 $566K 0.01% +33 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: 552 shares; 2025Q1: 3,118 shares; 2025Q2: 3,149 shares; 2025Q3: 4,130 shares; 2025Q4: 14,581 shares 14,581 $565K 0.01% +10,451 Timeline KBWD 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: 8,702 shares; 2024Q4: 10,750 shares; 2025Q1: 17,995 shares; 2025Q2: 19,628 shares; 2025Q3: 24,448 shares; 2025Q4: 41,326 shares 41,326 $565K 0.01% +16,878 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,502 shares; 2024Q4: 41,542 shares; 2025Q1: 43,220 shares; 2025Q2: 44,204 shares; 2025Q3: 16,279 shares; 2025Q4: 14,585 shares 14,585 $563K 0.01% -1,694 Timeline BUFQ 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: 6,790 shares; 2024Q4: 6,790 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares; 2025Q3: 6,939 shares; 2025Q4: 15,609 shares 15,609 $559K 0.01% +8,670 Timeline FLMI 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: 4,094 shares; 2024Q4: 4,130 shares; 2025Q1: 5,971 shares; 2025Q2: 12,201 shares; 2025Q3: 12,247 shares; 2025Q4: 22,439 shares 22,439 $558K 0.01% +10,192 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,307 shares; 2024Q4: 8,155 shares; 2025Q1: 9,766 shares; 2025Q2: 10,492 shares; 2025Q3: 10,302 shares; 2025Q4: 10,408 shares 10,408 $558K 0.01% +106 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: 772 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,406 shares 1,406 $554K 0.01% -15 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: 13,814 shares; 2024Q4: 13,858 shares; 2025Q1: 14,192 shares; 2025Q2: 7,470 shares; 2025Q3: 8,687 shares; 2025Q4: 7,144 shares 7,144 $550K 0.01% -1,543 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: 3,916 shares; 2024Q4: 5,638 shares; 2025Q1: 5,685 shares; 2025Q2: 3,908 shares; 2025Q3: 4,016 shares; 2025Q4: 4,856 shares 4,856 $548K 0.01% +840 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,469 shares; 2025Q1: 2,469 shares; 2025Q2: 2,777 shares; 2025Q3: 3,160 shares; 2025Q4: 19,897 shares 19,897 $548K 0.01% +16,737 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: 25,305 shares; 2024Q4: 27,739 shares; 2025Q1: 29,114 shares; 2025Q2: 34,088 shares; 2025Q3: 40,702 shares; 2025Q4: 31,220 shares 31,220 $547K 0.01% -9,482 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 9,341 shares; 2025Q1: 9,038 shares; 2025Q2: 6,725 shares; 2025Q3: 10,038 shares; 2025Q4: 11,731 shares 11,731 $545K 0.01% +1,693 Timeline AUGM 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: 16,020 shares; 2024Q4: 16,020 shares; 2025Q1: 16,020 shares; 2025Q2: 16,020 shares; 2025Q3: 16,020 shares; 2025Q4: 16,020 shares 16,020 $545K 0.01% 0 Timeline DFSV 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: 280 shares; 2024Q4: 555 shares; 2025Q1: 632 shares; 2025Q2: 8,464 shares; 2025Q3: 16,569 shares; 2025Q4: 16,569 shares 16,569 $545K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,800 shares; 2025Q1: 2,017 shares; 2025Q2: 21,821 shares; 2025Q3: 1,538 shares; 2025Q4: 3,161 shares 3,161 $545K 0.01% +1,623 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 7,742 shares; 2025Q1: 6,948 shares; 2025Q2: 7,555 shares; 2025Q3: 8,307 shares; 2025Q4: 10,626 shares 10,626 $544K 0.01% +2,319 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 466 shares; 2025Q1: 6,625 shares; 2025Q2: 6,142 shares; 2025Q3: 8,420 shares; 2025Q4: 7,406 shares 7,406 $541K 0.01% -1,014 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,901 shares; 2024Q4: 14,886 shares; 2025Q1: 17,479 shares; 2025Q2: 26,816 shares; 2025Q3: 25,437 shares; 2025Q4: 24,149 shares 24,149 $538K 0.01% -1,288 Timeline EJUL 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: 25,606 shares; 2024Q4: 25,606 shares; 2025Q1: 20,194 shares; 2025Q2: 18,769 shares; 2025Q3: 18,583 shares; 2025Q4: 18,118 shares 18,118 $537K 0.01% -465 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: 1,054 shares; 2024Q4: 1,516 shares; 2025Q1: 4,549 shares; 2025Q2: 5,818 shares; 2025Q3: 6,134 shares; 2025Q4: 6,791 shares 6,791 $534K 0.01% +657 Timeline AIRR 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: 761 shares; 2024Q4: 761 shares; 2025Q1: 1,116 shares; 2025Q2: 1,231 shares; 2025Q3: 1,750 shares; 2025Q4: 5,432 shares 5,432 $534K 0.01% +3,682 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 3,152 shares; 2025Q1: 3,221 shares; 2025Q2: 1,526 shares; 2025Q3: 1,613 shares; 2025Q4: 22,425 shares 22,425 $531K 0.01% +20,812 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 0 shares; 2025Q3: 39 shares; 2025Q4: 1,838 shares 1,838 $531K 0.01% +1,799 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 641 shares; 2025Q1: 639 shares; 2025Q2: 666 shares; 2025Q3: 628 shares; 2025Q4: 631 shares 631 $531K 0.01% +3 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,215 shares; 2025Q1: 2,269 shares; 2025Q2: 2,695 shares; 2025Q3: 2,674 shares; 2025Q4: 2,731 shares 2,731 $529K 0.01% +57 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,874 shares; 2025Q1: 4,074 shares; 2025Q2: 4,239 shares; 2025Q3: 2,989 shares; 2025Q4: 3,720 shares 3,720 $526K 0.01% +731 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 467 shares; 2025Q1: 547 shares; 2025Q2: 6,107 shares; 2025Q3: 13,826 shares; 2025Q4: 13,826 shares 13,826 $526K 0.01% 0 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: 5,603 shares; 2024Q4: 5,646 shares; 2025Q1: 6,195 shares; 2025Q2: 5,310 shares; 2025Q3: 6,493 shares; 2025Q4: 7,115 shares 7,115 $526K 0.01% +622 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 575 shares; 2025Q1: 706 shares; 2025Q2: 1,144 shares; 2025Q3: 1,813 shares; 2025Q4: 2,527 shares 2,527 $525K 0.01% +714 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,372 shares; 2025Q1: 3,448 shares; 2025Q2: 4,305 shares; 2025Q3: 4,813 shares; 2025Q4: 7,677 shares 7,677 $525K 0.01% +2,864 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: 45,636 shares; 2024Q4: 30,605 shares; 2025Q1: 18,209 shares; 2025Q2: 16,747 shares; 2025Q3: 19,242 shares; 2025Q4: 5,286 shares 5,286 $524K 0.01% -13,956 Timeline SPMB 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: 1,450 shares; 2024Q4: 30,438 shares; 2025Q1: 32,788 shares; 2025Q2: 33,663 shares; 2025Q3: 29,100 shares; 2025Q4: 23,375 shares 23,375 $524K 0.01% -5,725 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 20,930 shares; 2025Q2: 29,740 shares; 2025Q3: 29,600 shares; 2025Q4: 28,940 shares 28,940 $522K 0.01% -660 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,894 shares; 2025Q2: 22,290 shares; 2025Q3: 6,041 shares; 2025Q4: 10,692 shares 10,692 $520K 0.01% +4,651 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 187 shares; 2025Q1: 169 shares; 2025Q2: 0 shares; 2025Q3: 1,988 shares; 2025Q4: 18,646 shares 18,646 $520K 0.01% +16,658 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 6,783 shares; 2025Q1: 5,836 shares; 2025Q2: 4,613 shares; 2025Q3: 4,721 shares; 2025Q4: 4,270 shares 4,270 $519K 0.01% -451 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,735 shares; 2025Q1: 4,094 shares; 2025Q2: 4,281 shares; 2025Q3: 3,205 shares; 2025Q4: 2,795 shares 2,795 $517K 0.01% -410 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: 1,245 shares; 2024Q4: 1,201 shares; 2025Q1: 1,155 shares; 2025Q2: 903 shares; 2025Q3: 1,166 shares; 2025Q4: 1,163 shares 1,163 $516K 0.01% -3 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,907 shares; 2025Q1: 6,907 shares; 2025Q2: 9,697 shares; 2025Q3: 11,433 shares; 2025Q4: 11,452 shares 11,452 $515K 0.01% +19 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,615 shares; 2025Q1: 3,715 shares; 2025Q2: 3,204 shares; 2025Q3: 2,370 shares; 2025Q4: 2,078 shares 2,078 $513K 0.01% -292 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,070 shares; 2025Q1: 4,635 shares; 2025Q2: 4,912 shares; 2025Q3: 4,878 shares; 2025Q4: 5,238 shares 5,238 $513K 0.01% +360 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 4,633 shares; 2025Q1: 4,746 shares; 2025Q2: 5,265 shares; 2025Q3: 4,532 shares; 2025Q4: 4,403 shares 4,403 $513K 0.01% -129 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: 2,156 shares; 2024Q4: 2,106 shares; 2025Q1: 2,062 shares; 2025Q2: 2,122 shares; 2025Q3: 1,591 shares; 2025Q4: 1,729 shares 1,729 $512K 0.01% +138 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 4,503 shares; 2025Q1: 4,966 shares; 2025Q2: 4,781 shares; 2025Q3: 4,562 shares; 2025Q4: 2,575 shares 2,575 $512K 0.01% -1,987 Timeline XBAP 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: 20,500 shares; 2024Q4: 20,600 shares; 2025Q1: 2,500 shares; 2025Q2: 13,361 shares; 2025Q3: 13,281 shares; 2025Q4: 13,226 shares 13,226 $511K 0.01% -55 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: 856 shares; 2024Q4: 894 shares; 2025Q1: 1,032 shares; 2025Q2: 1,794 shares; 2025Q3: 1,958 shares; 2025Q4: 2,452 shares 2,452 $510K 0.01% +494 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,708 shares; 2025Q1: 2,577 shares; 2025Q2: 2,656 shares; 2025Q3: 4,013 shares; 2025Q4: 3,617 shares 3,617 $510K 0.01% -396 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: 2,218 shares; 2024Q4: 2,290 shares; 2025Q1: 1,286 shares; 2025Q2: 996 shares; 2025Q3: 2,182 shares; 2025Q4: 1,852 shares 1,852 $510K 0.01% -330 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: 5,754 shares; 2024Q4: 4,905 shares; 2025Q1: 4,663 shares; 2025Q2: 7,086 shares; 2025Q3: 11,662 shares; 2025Q4: 12,658 shares 12,658 $508K 0.01% +996 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,476 shares; 2025Q1: 6,659 shares; 2025Q2: 15,415 shares; 2025Q3: 18,677 shares; 2025Q4: 17,267 shares 17,267 $505K 0.01% -1,410 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 5,021 shares; 2025Q1: 4,631 shares; 2025Q2: 4,396 shares; 2025Q3: 4,282 shares; 2025Q4: 3,107 shares 3,107 $505K 0.01% -1,175 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,649 shares; 2024Q4: 12,242 shares; 2025Q1: 10,347 shares; 2025Q2: 8,782 shares; 2025Q3: 8,861 shares; 2025Q4: 9,937 shares 9,937 $503K 0.01% +1,076 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: 3,031 shares; 2024Q4: 2,996 shares; 2025Q1: 3,024 shares; 2025Q2: 3,285 shares; 2025Q3: 3,303 shares; 2025Q4: 6,215 shares 6,215 $502K 0.01% +2,912 Timeline EPI 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: 1,433 shares; 2024Q4: 1,538 shares; 2025Q1: 6,937 shares; 2025Q2: 10,139 shares; 2025Q3: 10,419 shares; 2025Q4: 10,818 shares 10,818 $501K 0.01% +399 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,946 shares; 2025Q1: 1,896 shares; 2025Q2: 1,817 shares; 2025Q3: 2,552 shares; 2025Q4: 2,981 shares 2,981 $501K 0.01% +429 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,319 shares; 2025Q1: 3,275 shares; 2025Q2: 2,891 shares; 2025Q3: 3,178 shares; 2025Q4: 3,113 shares 3,113 $500K 0.01% -65 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 2,162 shares; 2025Q1: 1,570 shares; 2025Q2: 1,601 shares; 2025Q3: 1,930 shares; 2025Q4: 1,826 shares 1,826 $499K 0.01% -104 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 19,018 shares; 2025Q1: 16,690 shares; 2025Q2: 6,410 shares; 2025Q3: 6,643 shares; 2025Q4: 6,244 shares 6,244 $499K 0.01% -399 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,299 shares; 2024Q4: 13,972 shares; 2025Q1: 13,474 shares; 2025Q2: 13,680 shares; 2025Q3: 13,726 shares; 2025Q4: 13,092 shares 13,092 $496K 0.01% -634 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: 1,792 shares; 2024Q4: 1,642 shares; 2025Q1: 1,544 shares; 2025Q2: 2,049 shares; 2025Q3: 2,353 shares; 2025Q4: 2,511 shares 2,511 $495K 0.01% +158 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: 10,239 shares; 2024Q4: 9,493 shares; 2025Q1: 9,146 shares; 2025Q2: 20,157 shares; 2025Q3: 19,209 shares; 2025Q4: 6,906 shares 6,906 $493K 0.01% -12,303 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,672 shares; 2024Q4: 52,928 shares; 2025Q1: 46,193 shares; 2025Q2: 37,092 shares; 2025Q3: 35,802 shares; 2025Q4: 33,284 shares 33,284 $493K 0.01% -2,518 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 1,263 shares; 2025Q1: 1,223 shares; 2025Q2: 1,180 shares; 2025Q3: 1,555 shares; 2025Q4: 1,649 shares 1,649 $492K 0.01% +94 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 2,606 shares; 2025Q1: 2,571 shares; 2025Q2: 4,721 shares; 2025Q3: 3,891 shares; 2025Q4: 3,848 shares 3,848 $491K 0.01% -43 Timeline DCOR 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: 18,178 shares; 2024Q4: 20,246 shares; 2025Q1: 21,066 shares; 2025Q2: 22,264 shares; 2025Q3: 7,637 shares; 2025Q4: 6,633 shares 6,633 $488K 0.01% -1,004 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: 3,088 shares; 2024Q4: 3,103 shares; 2025Q1: 3,818 shares; 2025Q2: 3,155 shares; 2025Q3: 3,028 shares; 2025Q4: 2,985 shares 2,985 $488K 0.01% -43 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,034 shares; 2025Q1: 12,441 shares; 2025Q2: 14,876 shares; 2025Q3: 16,281 shares; 2025Q4: 16,348 shares 16,348 $487K 0.01% +67 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: 1,516 shares; 2024Q4: 1,488 shares; 2025Q1: 1,876 shares; 2025Q2: 2,136 shares; 2025Q3: 2,022 shares; 2025Q4: 2,177 shares 2,177 $486K 0.01% +155 Timeline IBHI 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: 1,248 shares; 2024Q4: 57,483 shares; 2025Q1: 54,710 shares; 2025Q2: 43,189 shares; 2025Q3: 41,209 shares; 2025Q4: 20,519 shares 20,519 $485K 0.01% -20,690 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: 22,823 shares; 2024Q4: 22,872 shares; 2025Q1: 13,342 shares; 2025Q2: 10,202 shares; 2025Q3: 23,116 shares; 2025Q4: 24,977 shares 24,977 $484K 0.01% +1,861 Timeline CBXJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 21,330 shares 21,330 $484K 0.01% +20,365 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,027 shares; 2024Q4: 10,816 shares; 2025Q1: 10,816 shares; 2025Q2: 9,883 shares; 2025Q3: 11,307 shares; 2025Q4: 10,882 shares 10,882 $483K 0.01% -425 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 36,948 shares; 2025Q4: 36,007 shares 36,007 $482K 0.01% -941 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME 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: 48,236 shares 48,236 $480K 0.01% new 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: 5,834 shares; 2024Q4: 5,775 shares; 2025Q1: 5,833 shares; 2025Q2: 6,951 shares; 2025Q3: 6,735 shares; 2025Q4: 6,918 shares 6,918 $480K 0.01% +183 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,425 shares; 2025Q3: 5,197 shares; 2025Q4: 5,307 shares 5,307 $478K 0.01% +110 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,583 shares; 2025Q1: 24,669 shares; 2025Q2: 31,259 shares; 2025Q3: 40,938 shares; 2025Q4: 43,011 shares 43,011 $477K 0.01% +2,073 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: 5,136 shares; 2024Q4: 5,721 shares; 2025Q1: 4,921 shares; 2025Q2: 6,423 shares; 2025Q3: 6,287 shares; 2025Q4: 9,639 shares 9,639 $476K 0.01% +3,352 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: not reported; 2024Q4: 1,786 shares; 2025Q1: 7,465 shares; 2025Q2: 10,402 shares; 2025Q3: 10,252 shares; 2025Q4: 18,014 shares 18,014 $475K 0.01% +7,762 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: 2,428 shares; 2024Q4: 1,234 shares; 2025Q1: 1,211 shares; 2025Q2: 1,285 shares; 2025Q3: 6,761 shares; 2025Q4: 6,095 shares 6,095 $472K 0.01% -666 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: 8,711 shares; 2024Q4: 8,712 shares; 2025Q1: 8,694 shares; 2025Q2: 8,744 shares; 2025Q3: 9,282 shares; 2025Q4: 9,110 shares 9,110 $470K 0.01% -172 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 3,071 shares; 2025Q1: 4,045 shares; 2025Q2: 14,086 shares; 2025Q3: 13,592 shares; 2025Q4: 13,259 shares 13,259 $470K 0.01% -333 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: 4,111 shares; 2024Q4: 2,826 shares; 2025Q1: 2,299 shares; 2025Q2: 2,398 shares; 2025Q3: 2,914 shares; 2025Q4: 3,452 shares 3,452 $469K 0.01% +538 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 1,963 shares; 2025Q1: 372 shares; 2025Q2: 5,106 shares; 2025Q3: 12,133 shares; 2025Q4: 12,513 shares 12,513 $468K 0.01% +380 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,484 shares; 2025Q1: 5,827 shares; 2025Q2: 11,237 shares; 2025Q3: 10,794 shares; 2025Q4: 13,129 shares 13,129 $468K 0.01% +2,335 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,431 shares; 2025Q1: 2,837 shares; 2025Q2: 3,318 shares; 2025Q3: 3,728 shares; 2025Q4: 3,652 shares 3,652 $467K 0.01% -76 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,466 shares; 2024Q4: 25,504 shares; 2025Q1: 23,776 shares; 2025Q2: 22,162 shares; 2025Q3: 25,695 shares; 2025Q4: 26,170 shares 26,170 $466K 0.01% +475 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,284 shares; 2025Q2: 2,813 shares; 2025Q3: 5,652 shares; 2025Q4: 6,484 shares 6,484 $465K 0.01% +832 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 861 shares; 2025Q1: 869 shares; 2025Q2: 879 shares; 2025Q3: 1,779 shares; 2025Q4: 17,807 shares 17,807 $463K 0.01% +16,028 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,961 shares; 2025Q1: 3,030 shares; 2025Q2: 3,065 shares; 2025Q3: 2,906 shares; 2025Q4: 3,656 shares 3,656 $463K 0.01% +750 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 9,130 shares; 2025Q1: 9,827 shares; 2025Q2: 8,467 shares; 2025Q3: 8,119 shares; 2025Q4: 9,056 shares 9,056 $463K 0.01% +937 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: 885 shares; 2024Q4: 1,007 shares; 2025Q1: 797 shares; 2025Q2: 1,598 shares; 2025Q3: 1,670 shares; 2025Q4: 2,057 shares 2,057 $463K 0.01% +387 Timeline FLTR 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: 1,748 shares; 2024Q4: 2,731 shares; 2025Q1: 12,151 shares; 2025Q2: 15,955 shares; 2025Q3: 15,355 shares; 2025Q4: 18,147 shares 18,147 $462K 0.01% +2,792 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 6,840 shares; 2025Q1: 7,403 shares; 2025Q2: 4,578 shares; 2025Q3: 7,168 shares; 2025Q4: 7,638 shares 7,638 $461K 0.01% +470 Timeline HCMT 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: 9,271 shares; 2024Q4: 10,135 shares; 2025Q1: 10,701 shares; 2025Q2: 11,669 shares; 2025Q3: 11,964 shares; 2025Q4: 11,964 shares 11,964 $461K 0.01% 0 Timeline QSPT 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: 13,210 shares; 2024Q4: 13,305 shares; 2025Q1: 12,955 shares; 2025Q2: 19,923 shares; 2025Q3: 13,499 shares; 2025Q4: 14,459 shares 14,459 $458K 0.01% +960 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: 91 shares; 2024Q4: 486 shares; 2025Q1: 479 shares; 2025Q2: 431 shares; 2025Q3: 582 shares; 2025Q4: 595 shares 595 $456K 0.01% +13 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 66 shares; 2025Q1: 101 shares; 2025Q2: 1,274 shares; 2025Q3: 5,812 shares; 2025Q4: 5,814 shares 5,814 $456K 0.01% +2 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 7,068 shares; 2025Q1: 12,253 shares; 2025Q2: 11,096 shares; 2025Q3: 9,742 shares; 2025Q4: 7,969 shares 7,969 $455K 0.01% -1,773 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 7,086 shares; 2025Q1: 6,297 shares; 2025Q2: 4,588 shares; 2025Q3: 3,725 shares; 2025Q4: 3,869 shares 3,869 $454K 0.01% +144 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,345 shares; 2024Q4: 42,162 shares; 2025Q1: 30,853 shares; 2025Q2: 20,306 shares; 2025Q3: 6,895 shares; 2025Q4: 6,234 shares 6,234 $453K 0.01% -661 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: 1,120 shares; 2024Q4: 1,069 shares; 2025Q1: 1,023 shares; 2025Q2: 611 shares; 2025Q3: 833 shares; 2025Q4: 964 shares 964 $453K 0.01% +131 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: not reported; 2024Q4: 0 shares; 2025Q1: 109 shares; 2025Q2: 89 shares; 2025Q3: 135 shares; 2025Q4: 15,086 shares 15,086 $451K 0.01% +14,951 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 3,849 shares; 2025Q1: 3,490 shares; 2025Q2: 3,437 shares; 2025Q3: 8,846 shares; 2025Q4: 9,561 shares 9,561 $450K 0.01% +715 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 137 shares; 2025Q1: 1,265 shares; 2025Q2: 1,358 shares; 2025Q3: 1,401 shares; 2025Q4: 1,576 shares 1,576 $448K 0.01% +175 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 5,196 shares; 2025Q1: 4,480 shares; 2025Q2: 4,283 shares; 2025Q3: 4,082 shares; 2025Q4: 3,855 shares 3,855 $448K 0.01% -227 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: 1,655 shares; 2025Q1: 3,755 shares; 2025Q2: 4,613 shares; 2025Q3: 20,430 shares; 2025Q4: 21,097 shares 21,097 $445K 0.01% +667 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 12,219 shares; 2025Q1: 12,219 shares; 2025Q2: 12,114 shares; 2025Q3: 12,303 shares; 2025Q4: 13,138 shares 13,138 $445K 0.01% +835 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 3,304 shares; 2025Q1: 7,777 shares; 2025Q2: 4,921 shares; 2025Q3: 4,938 shares; 2025Q4: 5,097 shares 5,097 $444K 0.01% +159 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: 625 shares; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,436 shares; 2025Q4: 8,683 shares 8,683 $444K 0.01% +2,247 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,829 shares; 2025Q1: 3,674 shares; 2025Q2: 3,650 shares; 2025Q3: 3,649 shares; 2025Q4: 3,425 shares 3,425 $442K 0.01% -224 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,779 shares; 2024Q4: 14,745 shares; 2025Q1: 14,159 shares; 2025Q2: 13,699 shares; 2025Q3: 12,673 shares; 2025Q4: 12,714 shares 12,714 $442K 0.01% +41 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: 8,633 shares; 2024Q4: 5,639 shares; 2025Q1: 4,829 shares; 2025Q2: 4,169 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares 3,869 $441K 0.01% 0 Timeline KFEB 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: 18,950 shares; 2025Q2: 19,250 shares; 2025Q3: 17,750 shares; 2025Q4: 15,950 shares 15,950 $435K 0.01% -1,800 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,272 shares; 2024Q4: 85,287 shares; 2025Q1: 94,351 shares; 2025Q2: 90,483 shares; 2025Q3: 25,088 shares; 2025Q4: 21,112 shares 21,112 $433K 0.01% -3,976 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,316 shares; 2025Q1: 2,729 shares; 2025Q2: 2,124 shares; 2025Q3: 3,126 shares; 2025Q4: 3,200 shares 3,200 $433K 0.01% +74 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 2,325 shares; 2025Q1: 2,567 shares; 2025Q2: 2,868 shares; 2025Q3: 4,713 shares; 2025Q4: 6,869 shares 6,869 $433K 0.01% +2,156 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 9,802 shares; 2025Q1: 12,214 shares; 2025Q2: 15,291 shares; 2025Q3: 20,123 shares; 2025Q4: 24,263 shares 24,263 $428K 0.01% +4,140 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: 3,396 shares; 2024Q4: 3,269 shares; 2025Q1: 3,135 shares; 2025Q2: 3,762 shares; 2025Q3: 3,552 shares; 2025Q4: 3,471 shares 3,471 $427K 0.01% -81 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,339 shares; 2025Q1: 3,292 shares; 2025Q2: 2,149 shares; 2025Q3: 2,547 shares; 2025Q4: 2,465 shares 2,465 $426K 0.01% -82 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 1,176 shares; 2025Q2: 4,254 shares; 2025Q3: 5,225 shares; 2025Q4: 5,932 shares 5,932 $426K 0.01% +707 Timeline