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: 11,311 shares; 2024Q4: 7,192 shares; 2025Q1: 6,005 shares; 2025Q2: 11,325 shares; 2025Q3: 25,450 shares; 2025Q4: 22,579 shares 22,579 $1.15M 0.03% -2,871 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: 4,252 shares; 2024Q4: 7,817 shares; 2025Q1: 7,530 shares; 2025Q2: 7,631 shares; 2025Q3: 7,673 shares; 2025Q4: 7,476 shares 7,476 $1.15M 0.03% -197 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 5,113 shares; 2025Q2: 18,608 shares; 2025Q3: 19,060 shares; 2025Q4: 7,852 shares 7,852 $1.14M 0.03% -11,208 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,909 shares; 2024Q4: 129,009 shares; 2025Q1: 129,182 shares; 2025Q2: 127,615 shares; 2025Q3: 126,609 shares; 2025Q4: 119,759 shares 119,759 $1.14M 0.03% -6,850 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 10,978 shares; 2025Q1: 13,240 shares; 2025Q2: 13,481 shares; 2025Q3: 13,657 shares; 2025Q4: 13,979 shares 13,979 $1.13M 0.03% +322 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 6,934 shares; 2025Q1: 6,832 shares; 2025Q2: 6,834 shares; 2025Q3: 6,885 shares; 2025Q4: 6,908 shares 6,908 $1.13M 0.03% +23 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,284 shares; 2025Q1: 12,957 shares; 2025Q2: 12,920 shares; 2025Q3: 45,073 shares; 2025Q4: 41,320 shares 41,320 $1.13M 0.03% -3,753 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,686 shares; 2025Q1: 1,646 shares; 2025Q2: 1,645 shares; 2025Q3: 1,662 shares; 2025Q4: 1,704 shares 1,704 $1.13M 0.03% +42 Timeline VAW 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: 5,688 shares; 2024Q4: 5,381 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,153 shares; 2025Q4: 5,174 shares 5,174 $1.12M 0.03% +21 Timeline MINT 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: 3,099 shares; 2024Q4: 11,132 shares; 2025Q1: 10,162 shares; 2025Q2: 10,896 shares; 2025Q3: 12,575 shares; 2025Q4: 11,111 shares 11,111 $1.11M 0.03% -1,464 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,242 shares; 2025Q1: 4,219 shares; 2025Q2: 4,232 shares; 2025Q3: 4,713 shares; 2025Q4: 5,005 shares 5,005 $1.11M 0.03% +292 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares 11,543 $1.11M 0.03% new 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: 6,005 shares; 2024Q4: 4,933 shares; 2025Q1: 5,124 shares; 2025Q2: 4,909 shares; 2025Q3: 5,013 shares; 2025Q4: 4,829 shares 4,829 $1.11M 0.03% -184 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: 5,523 shares; 2024Q4: 4,599 shares; 2025Q1: 4,480 shares; 2025Q2: 4,433 shares; 2025Q3: 4,806 shares; 2025Q4: 4,071 shares 4,071 $1.1M 0.03% -735 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: 2,021 shares; 2024Q4: 1,921 shares; 2025Q1: 1,858 shares; 2025Q2: 1,844 shares; 2025Q3: 1,839 shares; 2025Q4: 1,813 shares 1,813 $1.1M 0.03% -26 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,613 shares 46,613 $1.09M 0.03% new 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: 7,699 shares; 2024Q4: 6,499 shares; 2025Q1: 6,607 shares; 2025Q2: 6,265 shares; 2025Q3: 6,374 shares; 2025Q4: 6,684 shares 6,684 $1.09M 0.03% +310 Timeline HYDB ISHARES TR More: 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: 518,878 shares; 2025Q1: 441,983 shares; 2025Q2: 161,078 shares; 2025Q3: 148,530 shares; 2025Q4: 22,968 shares 22,968 $1.09M 0.03% -125,562 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,943 shares; 2025Q1: 11,006 shares; 2025Q2: 11,053 shares; 2025Q3: 11,095 shares; 2025Q4: 11,092 shares 11,092 $1.09M 0.03% -3 Timeline SPTS 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: 61,314 shares; 2024Q4: 52,874 shares; 2025Q1: 57,469 shares; 2025Q2: 81,298 shares; 2025Q3: 82,263 shares; 2025Q4: 37,068 shares 37,068 $1.09M 0.03% -45,195 Timeline BALT 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: 51,313 shares; 2025Q4: 31,932 shares 31,932 $1.08M 0.03% -19,381 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: 11,203 shares; 2024Q4: 26,864 shares; 2025Q1: 29,573 shares; 2025Q2: 23,995 shares; 2025Q3: 22,304 shares; 2025Q4: 23,553 shares 23,553 $1.08M 0.03% +1,249 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: 21,965 shares; 2024Q4: 22,483 shares; 2025Q1: 22,300 shares; 2025Q2: 22,477 shares; 2025Q3: 23,011 shares; 2025Q4: 20,850 shares 20,850 $1.08M 0.03% -2,161 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,783 shares; 2025Q1: 25,614 shares; 2025Q2: 21,634 shares; 2025Q3: 22,277 shares; 2025Q4: 20,332 shares 20,332 $1.07M 0.03% -1,945 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,706 shares; 2024Q4: 51,993 shares; 2025Q1: 51,760 shares; 2025Q2: 51,797 shares; 2025Q3: 52,118 shares; 2025Q4: 48,340 shares 48,340 $1.07M 0.03% -3,778 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,648 shares; 2024Q4: 52,675 shares; 2025Q1: 46,239 shares; 2025Q2: 45,743 shares; 2025Q3: 45,422 shares; 2025Q4: 46,460 shares 46,460 $1.07M 0.03% +1,038 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,820 shares; 2024Q4: 20,247 shares; 2025Q1: 22,246 shares; 2025Q2: 25,343 shares; 2025Q3: 14,663 shares; 2025Q4: 14,767 shares 14,767 $1.07M 0.03% +104 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 16,900 shares; 2025Q1: 17,684 shares; 2025Q2: 16,989 shares; 2025Q3: 15,797 shares; 2025Q4: 15,951 shares 15,951 $1.07M 0.03% +154 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,116 shares; 2024Q4: 35,237 shares; 2025Q1: 32,936 shares; 2025Q2: 30,731 shares; 2025Q3: 10,746 shares; 2025Q4: 11,203 shares 11,203 $1.07M 0.03% +457 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: 66,481 shares; 2024Q4: 64,876 shares; 2025Q1: 62,088 shares; 2025Q2: 61,234 shares; 2025Q3: 59,680 shares; 2025Q4: 40,176 shares 40,176 $1.06M 0.03% -19,504 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,300 shares 14,300 $1.06M 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,034 shares; 2024Q4: 40,169 shares; 2025Q1: 40,497 shares; 2025Q2: 43,407 shares; 2025Q3: 42,347 shares; 2025Q4: 35,351 shares 35,351 $1.06M 0.03% -6,996 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: 26,181 shares; 2025Q2: 20,493 shares; 2025Q3: 20,713 shares; 2025Q4: 21,635 shares 21,635 $1.05M 0.03% +922 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,493 shares; 2025Q2: 4,571 shares; 2025Q3: 4,806 shares; 2025Q4: 4,856 shares 4,856 $1.04M 0.03% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,933 shares; 2025Q4: 23,473 shares 23,473 $1.04M 0.03% -5,460 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 5,709 shares; 2025Q1: 5,644 shares; 2025Q2: 5,744 shares; 2025Q3: 5,679 shares; 2025Q4: 4,095 shares 4,095 $1.03M 0.03% -1,584 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,547 shares; 2024Q4: 10,988 shares; 2025Q1: 11,773 shares; 2025Q2: 13,614 shares; 2025Q3: 12,682 shares; 2025Q4: 11,663 shares 11,663 $1.02M 0.02% -1,019 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,758 shares; 2025Q4: 40,768 shares 40,768 $1.01M 0.02% +2,010 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,758 shares; 2024Q4: 5,228 shares; 2025Q1: 7,968 shares; 2025Q2: 8,270 shares; 2025Q3: 8,244 shares; 2025Q4: 5,762 shares 5,762 $1.01M 0.02% -2,482 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,303 shares; 2024Q4: 15,578 shares; 2025Q1: 15,259 shares; 2025Q2: 15,223 shares; 2025Q3: 12,227 shares; 2025Q4: 12,227 shares 12,227 $1.01M 0.02% 0 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: 11,872 shares; 2024Q4: 9,810 shares; 2025Q1: 9,043 shares; 2025Q2: 11,900 shares; 2025Q3: 12,429 shares; 2025Q4: 13,630 shares 13,630 $1M 0.02% +1,201 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 989 shares; 2025Q1: 1,062 shares; 2025Q2: 1,168 shares; 2025Q3: 1,185 shares; 2025Q4: 1,196 shares 1,196 $981K 0.02% +11 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,636 shares; 2024Q4: 8,360 shares; 2025Q1: 8,209 shares; 2025Q2: 8,206 shares; 2025Q3: 8,051 shares; 2025Q4: 6,928 shares 6,928 $978K 0.02% -1,123 Timeline PXI 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: 34,396 shares; 2024Q4: 35,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,583 shares 21,583 $976K 0.02% new 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: 112,649 shares; 2024Q4: 116,861 shares; 2025Q1: 93,852 shares; 2025Q2: 69,554 shares; 2025Q3: 50,051 shares; 2025Q4: 38,597 shares 38,597 $968K 0.02% -11,454 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: 2,834 shares; 2024Q4: 2,545 shares; 2025Q1: 2,426 shares; 2025Q2: 2,624 shares; 2025Q3: 2,844 shares; 2025Q4: 2,749 shares 2,749 $967K 0.02% -95 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,845 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 8,378 shares 8,378 $964K 0.02% +533 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: 5,045 shares; 2024Q4: 4,087 shares; 2025Q1: 4,203 shares; 2025Q2: 4,276 shares; 2025Q3: 7,780 shares; 2025Q4: 4,623 shares 4,623 $961K 0.02% -3,157 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,875 shares; 2024Q4: 20,376 shares; 2025Q1: 20,437 shares; 2025Q2: 20,509 shares; 2025Q3: 20,578 shares; 2025Q4: 20,617 shares 20,617 $961K 0.02% +39 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,687 shares; 2025Q2: 22,380 shares; 2025Q3: 20,979 shares; 2025Q4: 17,221 shares 17,221 $960K 0.02% -3,758 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: 4,263 shares; 2024Q4: 3,766 shares; 2025Q1: 3,820 shares; 2025Q2: 3,754 shares; 2025Q3: 3,694 shares; 2025Q4: 4,597 shares 4,597 $957K 0.02% +903 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 28,671 shares; 2025Q1: 25,281 shares; 2025Q2: 24,347 shares; 2025Q3: 24,328 shares; 2025Q4: 24,256 shares 24,256 $955K 0.02% -72 Timeline PSCH 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: 17,076 shares; 2024Q4: 16,171 shares; 2025Q1: 14,254 shares; 2025Q2: 24,569 shares; 2025Q3: 31,039 shares; 2025Q4: 21,648 shares 21,648 $954K 0.02% -9,391 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: 17,317 shares; 2024Q4: 15,068 shares; 2025Q1: 14,278 shares; 2025Q2: 15,256 shares; 2025Q3: 13,644 shares; 2025Q4: 13,291 shares 13,291 $949K 0.02% -353 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: 20,105 shares; 2024Q4: 19,115 shares; 2025Q1: 18,882 shares; 2025Q2: 18,628 shares; 2025Q3: 16,761 shares; 2025Q4: 18,459 shares 18,459 $944K 0.02% +1,698 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,624 shares; 2025Q1: 10,007 shares; 2025Q2: 9,478 shares; 2025Q3: 10,876 shares; 2025Q4: 12,785 shares 12,785 $941K 0.02% +1,909 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 2,633 shares; 2025Q1: 2,549 shares; 2025Q2: 2,525 shares; 2025Q3: 2,746 shares; 2025Q4: 2,519 shares 2,519 $941K 0.02% -227 Timeline VONG 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: 28,504 shares; 2024Q4: 19,850 shares; 2025Q1: 13,520 shares; 2025Q2: 6,698 shares; 2025Q3: 7,014 shares; 2025Q4: 7,718 shares 7,718 $940K 0.02% +704 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 5,363 shares; 2025Q1: 5,106 shares; 2025Q2: 4,761 shares; 2025Q3: 4,870 shares; 2025Q4: 4,803 shares 4,803 $934K 0.02% -67 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,318 shares; 2025Q1: 21,965 shares; 2025Q2: 19,642 shares; 2025Q3: 20,751 shares; 2025Q4: 18,951 shares 18,951 $931K 0.02% -1,800 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,262 shares 10,262 $928K 0.02% new 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: 8,389 shares; 2024Q4: 7,581 shares; 2025Q1: 7,662 shares; 2025Q2: 8,120 shares; 2025Q3: 8,390 shares; 2025Q4: 8,223 shares 8,223 $928K 0.02% -167 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: 36,318 shares; 2024Q4: 28,611 shares; 2025Q1: 21,247 shares; 2025Q2: 22,555 shares; 2025Q3: 22,398 shares; 2025Q4: 40,068 shares 40,068 $923K 0.02% +17,670 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: not reported; 2024Q4: not reported; 2025Q1: 5,786 shares; 2025Q2: 4,585 shares; 2025Q3: 9,329 shares; 2025Q4: 12,783 shares 12,783 $920K 0.02% +3,454 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,601 shares; 2024Q4: 88,328 shares; 2025Q1: 22,758 shares; 2025Q2: 25,672 shares; 2025Q3: 18,104 shares; 2025Q4: 18,436 shares 18,436 $920K 0.02% +332 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,686 shares; 2025Q1: 3,238 shares; 2025Q2: 3,240 shares; 2025Q3: 3,303 shares; 2025Q4: 2,363 shares 2,363 $914K 0.02% -940 Timeline JSMD 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: not reported; 2025Q2: 10,343 shares; 2025Q3: 11,258 shares; 2025Q4: 11,111 shares 11,111 $906K 0.02% -147 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,165 shares; 2024Q4: 114,331 shares; 2025Q1: 106,931 shares; 2025Q2: 104,531 shares; 2025Q3: 102,231 shares; 2025Q4: 91,431 shares 91,431 $891K 0.02% -10,800 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 9,602 shares; 2025Q1: 9,687 shares; 2025Q2: 10,767 shares; 2025Q3: 11,317 shares; 2025Q4: 8,389 shares 8,389 $888K 0.02% -2,928 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,663 shares; 2024Q4: 205,886 shares; 2025Q1: 122,599 shares; 2025Q2: 128,068 shares; 2025Q3: 125,848 shares; 2025Q4: 140,967 shares 140,967 $888K 0.02% +15,119 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 29,704 shares; 2025Q1: 30,778 shares; 2025Q2: 32,356 shares; 2025Q3: 25,727 shares; 2025Q4: 28,618 shares 28,618 $886K 0.02% +2,891 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: 50,449 shares; 2024Q4: 12,745 shares; 2025Q1: 11,546 shares; 2025Q2: 12,299 shares; 2025Q3: 12,417 shares; 2025Q4: 11,163 shares 11,163 $886K 0.02% -1,254 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,737 shares; 2024Q4: 402,105 shares; 2025Q1: 206,950 shares; 2025Q2: 192,715 shares; 2025Q3: 192,918 shares; 2025Q4: 147,653 shares 147,653 $883K 0.02% -45,265 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: 4,660 shares; 2024Q4: 4,677 shares; 2025Q1: 4,691 shares; 2025Q2: 4,712 shares; 2025Q3: 4,733 shares; 2025Q4: 14,711 shares 14,711 $876K 0.02% +9,978 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,751 shares; 2025Q4: 35,944 shares 35,944 $875K 0.02% +26,193 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,175 shares; 2025Q2: 3,168 shares; 2025Q3: 3,327 shares; 2025Q4: 3,398 shares 3,398 $872K 0.02% +71 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,398 shares; 2025Q3: 21,021 shares; 2025Q4: 17,239 shares 17,239 $872K 0.02% -3,782 Timeline JSI 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: not reported; 2025Q2: not reported; 2025Q3: 5,772 shares; 2025Q4: 16,737 shares 16,737 $871K 0.02% +10,965 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 5,348 shares; 2025Q1: 5,069 shares; 2025Q2: 4,918 shares; 2025Q3: 3,124 shares; 2025Q4: 2,674 shares 2,674 $860K 0.02% -450 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,811 shares; 2024Q4: 162,882 shares; 2025Q1: 162,661 shares; 2025Q2: 158,190 shares; 2025Q3: 158,196 shares; 2025Q4: 146,203 shares 146,203 $860K 0.02% -11,993 Timeline XTEN 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: not reported; 2025Q2: 13,621 shares; 2025Q3: 22,171 shares; 2025Q4: 18,591 shares 18,591 $859K 0.02% -3,580 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: 4,740 shares; 2024Q4: 2,861 shares; 2025Q1: 3,397 shares; 2025Q2: 4,647 shares; 2025Q3: 5,099 shares; 2025Q4: 3,767 shares 3,767 $858K 0.02% -1,332 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: 1,816 shares; 2024Q4: 1,745 shares; 2025Q1: 1,905 shares; 2025Q2: 1,927 shares; 2025Q3: 2,002 shares; 2025Q4: 2,015 shares 2,015 $851K 0.02% +13 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 14,636 shares; 2025Q1: 17,754 shares; 2025Q2: 21,686 shares; 2025Q3: 21,861 shares; 2025Q4: 23,120 shares 23,120 $851K 0.02% +1,259 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 6,028 shares; 2025Q1: 5,581 shares; 2025Q2: 5,897 shares; 2025Q3: 5,941 shares; 2025Q4: 6,005 shares 6,005 $847K 0.02% +64 Timeline VEU 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: 4,642 shares; 2024Q4: 9,049 shares; 2025Q1: 10,927 shares; 2025Q2: 10,593 shares; 2025Q3: 10,655 shares; 2025Q4: 11,512 shares 11,512 $847K 0.02% +857 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: not reported; 2024Q4: 13,996 shares; 2025Q1: 20,665 shares; 2025Q2: 17,265 shares; 2025Q3: 22,322 shares; 2025Q4: 22,444 shares 22,444 $839K 0.02% +122 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 6,742 shares; 2025Q1: 7,272 shares; 2025Q2: 6,966 shares; 2025Q3: 19,625 shares; 2025Q4: 8,093 shares 8,093 $833K 0.02% -11,532 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 4,555 shares; 2025Q1: 4,431 shares; 2025Q2: 4,114 shares; 2025Q3: 3,661 shares; 2025Q4: 3,601 shares 3,601 $829K 0.02% -60 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: 20,154 shares; 2024Q4: 15,637 shares; 2025Q1: 17,871 shares; 2025Q2: 18,084 shares; 2025Q3: 17,254 shares; 2025Q4: 17,255 shares 17,255 $825K 0.02% +1 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,403 shares; 2025Q4: 18,090 shares 18,090 $822K 0.02% -1,313 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: 6,550 shares; 2024Q4: 5,089 shares; 2025Q1: 5,220 shares; 2025Q2: 4,436 shares; 2025Q3: 4,382 shares; 2025Q4: 4,424 shares 4,424 $821K 0.02% +42 Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,111 shares; 2025Q4: 39,201 shares 39,201 $821K 0.02% +19,090 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 1,685 shares; 2025Q1: 1,629 shares; 2025Q2: 1,592 shares; 2025Q3: 4,023 shares; 2025Q4: 3,759 shares 3,759 $820K 0.02% -264 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,170 shares; 2024Q4: 48,974 shares; 2025Q1: 45,703 shares; 2025Q2: 41,782 shares; 2025Q3: 33,172 shares; 2025Q4: 32,110 shares 32,110 $813K 0.02% -1,062 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 15,483 shares; 2025Q1: 15,592 shares; 2025Q2: 15,123 shares; 2025Q3: 15,420 shares; 2025Q4: 15,998 shares 15,998 $812K 0.02% +578 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: 18,588 shares; 2024Q4: 11,496 shares; 2025Q1: 8,118 shares; 2025Q2: 10,094 shares; 2025Q3: 10,088 shares; 2025Q4: 10,981 shares 10,981 $811K 0.02% +893 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,097 shares; 2025Q1: 1,982 shares; 2025Q2: 1,998 shares; 2025Q3: 1,985 shares; 2025Q4: 1,587 shares 1,587 $811K 0.02% -398 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,097 shares 32,097 $809K 0.02% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,806 shares; 2025Q1: 8,806 shares; 2025Q2: 15,668 shares; 2025Q3: 15,745 shares; 2025Q4: 22,833 shares 22,833 $807K 0.02% +7,088 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 9,796 shares; 2025Q1: 8,793 shares; 2025Q2: 8,719 shares; 2025Q3: 8,719 shares; 2025Q4: 8,719 shares 8,719 $796K 0.02% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 8,546 shares; 2025Q1: 8,748 shares; 2025Q2: 8,492 shares; 2025Q3: 6,407 shares; 2025Q4: 6,165 shares 6,165 $795K 0.02% -242 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,507 shares; 2024Q4: 76,557 shares; 2025Q1: 76,557 shares; 2025Q2: 74,657 shares; 2025Q3: 74,657 shares; 2025Q4: 67,557 shares 67,557 $791K 0.02% -7,100 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: 8,878 shares; 2024Q4: 9,603 shares; 2025Q1: 9,543 shares; 2025Q2: 9,589 shares; 2025Q3: 9,513 shares; 2025Q4: 8,554 shares 8,554 $791K 0.02% -959 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,029 shares; 2025Q2: 40,586 shares; 2025Q3: 29,571 shares; 2025Q4: 11,520 shares 11,520 $789K 0.02% -18,051 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,921 shares; 2025Q4: 16,362 shares 16,362 $788K 0.02% +2,441 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,217 shares 20,217 $786K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,631 shares; 2025Q3: 7,841 shares; 2025Q4: 8,195 shares 8,195 $786K 0.02% +354 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,759 shares; 2024Q4: 14,894 shares; 2025Q1: 12,824 shares; 2025Q2: 13,101 shares; 2025Q3: 13,016 shares; 2025Q4: 13,080 shares 13,080 $786K 0.02% +64 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 4,115 shares; 2025Q1: 4,197 shares; 2025Q2: 4,571 shares; 2025Q3: 4,313 shares; 2025Q4: 4,198 shares 4,198 $777K 0.02% -115 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,083 shares; 2025Q1: 3,160 shares; 2025Q2: 3,188 shares; 2025Q3: 3,241 shares; 2025Q4: 2,619 shares 2,619 $769K 0.02% -622 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,329 shares 17,329 $768K 0.02% new Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,306 shares; 2025Q1: 14,600 shares; 2025Q2: 10,827 shares; 2025Q3: 27,627 shares; 2025Q4: 21,471 shares 21,471 $764K 0.02% -6,156 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,971 shares; 2024Q4: 15,996 shares; 2025Q1: 16,289 shares; 2025Q2: 16,742 shares; 2025Q3: 15,790 shares; 2025Q4: 15,893 shares 15,893 $763K 0.02% +103 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,117 shares; 2024Q4: 17,814 shares; 2025Q1: 17,026 shares; 2025Q2: 17,775 shares; 2025Q3: 17,828 shares; 2025Q4: 17,486 shares 17,486 $762K 0.02% -342 Timeline POWA 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: 16,183 shares; 2024Q4: 9,743 shares; 2025Q1: 8,974 shares; 2025Q2: 8,604 shares; 2025Q3: 8,540 shares; 2025Q4: 8,448 shares 8,448 $760K 0.02% -92 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: 56,502 shares; 2025Q4: 56,447 shares 56,447 $756K 0.02% -55 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: 32,787 shares; 2024Q4: 29,753 shares; 2025Q1: 24,505 shares; 2025Q2: 24,904 shares; 2025Q3: 22,383 shares; 2025Q4: 20,514 shares 20,514 $751K 0.02% -1,869 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,514 shares; 2025Q1: 1,414 shares; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,114 shares 1,114 $751K 0.02% +122 Timeline EBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,739 shares 25,739 $750K 0.02% new 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $748K 0.02% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,132 shares; 2025Q1: 1,000 shares; 2025Q2: 993 shares; 2025Q3: 1,897 shares; 2025Q4: 1,912 shares 1,912 $748K 0.02% +15 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: 4,511 shares; 2024Q4: 3,141 shares; 2025Q1: 3,208 shares; 2025Q2: 2,810 shares; 2025Q3: 2,808 shares; 2025Q4: 3,573 shares 3,573 $746K 0.02% +765 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: 17,392 shares; 2025Q1: 3,060 shares; 2025Q2: 2,508 shares; 2025Q3: 16,888 shares; 2025Q4: 8,750 shares 8,750 $746K 0.02% -8,138 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 55,573 shares; 2025Q1: 60,901 shares; 2025Q2: 65,534 shares; 2025Q3: 66,422 shares; 2025Q4: 59,883 shares 59,883 $744K 0.02% -6,539 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: 848 shares; 2024Q4: 798 shares; 2025Q1: 782 shares; 2025Q2: 795 shares; 2025Q3: 773 shares; 2025Q4: 778 shares 778 $744K 0.02% +5 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 10,383 shares; 2025Q1: 10,210 shares; 2025Q2: 10,855 shares; 2025Q3: 12,606 shares; 2025Q4: 13,918 shares 13,918 $743K 0.02% +1,312 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,404 shares; 2024Q4: 38,277 shares; 2025Q1: 37,515 shares; 2025Q2: 21,528 shares; 2025Q3: 18,730 shares; 2025Q4: 19,096 shares 19,096 $742K 0.02% +366 Timeline BUG 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: 18,523 shares; 2024Q4: 16,975 shares; 2025Q1: 14,363 shares; 2025Q2: 14,910 shares; 2025Q3: 20,866 shares; 2025Q4: 24,258 shares 24,258 $739K 0.02% +3,392 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,333 shares; 2025Q1: 1,413 shares; 2025Q2: 1,304 shares; 2025Q3: 1,277 shares; 2025Q4: 1,335 shares 1,335 $738K 0.02% +58 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: 24,929 shares; 2024Q4: 13,105 shares; 2025Q1: 13,147 shares; 2025Q2: 14,736 shares; 2025Q3: 14,822 shares; 2025Q4: 15,010 shares 15,010 $736K 0.02% +188 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: 2,848 shares; 2024Q4: 1,851 shares; 2025Q1: 1,872 shares; 2025Q2: 1,922 shares; 2025Q3: 1,787 shares; 2025Q4: 1,646 shares 1,646 $732K 0.02% -141 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: 3,539 shares; 2024Q4: 3,559 shares; 2025Q1: 1,497 shares; 2025Q2: 1,504 shares; 2025Q3: 1,480 shares; 2025Q4: 1,638 shares 1,638 $731K 0.02% +158 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: 4,925 shares; 2024Q4: 4,537 shares; 2025Q1: 5,162 shares; 2025Q2: 5,138 shares; 2025Q3: 4,886 shares; 2025Q4: 4,899 shares 4,899 $730K 0.02% +13 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,944 shares; 2024Q4: 24,507 shares; 2025Q1: 30,492 shares; 2025Q2: 29,369 shares; 2025Q3: 35,784 shares; 2025Q4: 25,085 shares 25,085 $727K 0.02% -10,699 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: 2,302 shares; 2024Q4: 1,982 shares; 2025Q1: 2,061 shares; 2025Q2: 2,031 shares; 2025Q3: 2,044 shares; 2025Q4: 2,450 shares 2,450 $725K 0.02% +406 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,780 shares; 2024Q4: 40,680 shares; 2025Q1: 40,680 shares; 2025Q2: 40,680 shares; 2025Q3: 41,680 shares; 2025Q4: 69,075 shares 69,075 $724K 0.02% +27,395 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: 4,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,355 shares; 2025Q4: 2,629 shares 2,629 $724K 0.02% +274 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 7,514 shares; 2025Q1: 7,356 shares; 2025Q2: 7,203 shares; 2025Q3: 7,488 shares; 2025Q4: 7,231 shares 7,231 $723K 0.02% -257 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: 9,138 shares; 2024Q4: 9,151 shares; 2025Q1: 9,164 shares; 2025Q2: 9,164 shares; 2025Q3: 9,014 shares; 2025Q4: 9,014 shares 9,014 $720K 0.02% 0 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: 29,830 shares; 2024Q4: 33,211 shares; 2025Q1: 33,149 shares; 2025Q2: 21,913 shares; 2025Q3: 21,430 shares; 2025Q4: 21,494 shares 21,494 $719K 0.02% +64 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,658 shares; 2024Q4: 19,169 shares; 2025Q1: 18,447 shares; 2025Q2: 16,653 shares; 2025Q3: 16,066 shares; 2025Q4: 16,066 shares 16,066 $714K 0.02% 0 Timeline USMF 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: not reported; 2025Q2: 13,666 shares; 2025Q3: 13,400 shares; 2025Q4: 13,852 shares 13,852 $710K 0.02% +452 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 5,943 shares; 2025Q3: 6,891 shares; 2025Q4: 6,874 shares 6,874 $707K 0.02% -17 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: 8,442 shares; 2024Q4: 6,385 shares; 2025Q1: 6,461 shares; 2025Q2: 6,376 shares; 2025Q3: 5,840 shares; 2025Q4: 4,023 shares 4,023 $706K 0.02% -1,817 Timeline INFL 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: 13,034 shares; 2024Q4: 12,948 shares; 2025Q1: 14,391 shares; 2025Q2: 14,559 shares; 2025Q3: 14,959 shares; 2025Q4: 15,859 shares 15,859 $705K 0.02% +900 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: 3,219 shares; 2024Q4: 2,996 shares; 2025Q1: 2,875 shares; 2025Q2: 3,041 shares; 2025Q3: 3,042 shares; 2025Q4: 3,598 shares 3,598 $702K 0.02% +556 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,268 shares; 2025Q3: 11,721 shares; 2025Q4: 13,175 shares 13,175 $697K 0.02% +1,454 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: 10,057 shares; 2024Q4: 8,258 shares; 2025Q1: 8,539 shares; 2025Q2: 8,223 shares; 2025Q3: 8,464 shares; 2025Q4: 6,210 shares 6,210 $697K 0.02% -2,254 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,101 shares; 2025Q1: 9,719 shares; 2025Q2: 9,719 shares; 2025Q3: 27,990 shares; 2025Q4: 15,771 shares 15,771 $695K 0.02% -12,219 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 8,816 shares; 2025Q1: 11,316 shares; 2025Q2: 10,785 shares; 2025Q3: 9,244 shares; 2025Q4: 8,500 shares 8,500 $691K 0.02% -744 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: 2,622 shares; 2024Q4: 2,346 shares; 2025Q1: 2,331 shares; 2025Q2: 2,333 shares; 2025Q3: 2,339 shares; 2025Q4: 1,755 shares 1,755 $691K 0.02% -584 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,145 shares; 2024Q4: 16,406 shares; 2025Q1: 15,140 shares; 2025Q2: 15,302 shares; 2025Q3: 15,329 shares; 2025Q4: 18,007 shares 18,007 $690K 0.02% +2,678 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: 4,015 shares; 2024Q4: 3,545 shares; 2025Q1: 3,655 shares; 2025Q2: 3,403 shares; 2025Q3: 3,680 shares; 2025Q4: 3,337 shares 3,337 $686K 0.02% -343 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: 5,270 shares; 2024Q4: 4,417 shares; 2025Q1: 4,269 shares; 2025Q2: 4,034 shares; 2025Q3: 3,913 shares; 2025Q4: 3,687 shares 3,687 $683K 0.02% -226 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: 13,100 shares; 2024Q4: 11,339 shares; 2025Q1: 11,482 shares; 2025Q2: 12,644 shares; 2025Q3: 12,741 shares; 2025Q4: 13,233 shares 13,233 $677K 0.02% +492 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: 7,404 shares; 2024Q4: 5,831 shares; 2025Q1: 5,548 shares; 2025Q2: 4,943 shares; 2025Q3: 4,832 shares; 2025Q4: 3,814 shares 3,814 $676K 0.02% -1,018 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,597 shares; 2024Q4: 13,339 shares; 2025Q1: 9,023 shares; 2025Q2: 7,965 shares; 2025Q3: 7,254 shares; 2025Q4: 7,022 shares 7,022 $676K 0.02% -232 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,924 shares; 2024Q4: 8,652 shares; 2025Q1: 8,684 shares; 2025Q2: 8,725 shares; 2025Q3: 7,625 shares; 2025Q4: 7,665 shares 7,665 $675K 0.02% +40 Timeline NTSI 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: 23,257 shares; 2024Q4: 8,780 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,259 shares 14,259 $675K 0.02% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,518 shares; 2025Q4: 25,984 shares 25,984 $671K 0.02% +466 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,984 shares; 2025Q4: 14,088 shares 14,088 $669K 0.02% +3,104 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: 20,015 shares; 2024Q4: 19,649 shares; 2025Q1: 20,334 shares; 2025Q2: 21,110 shares; 2025Q3: 20,426 shares; 2025Q4: 21,603 shares 21,603 $669K 0.02% +1,177 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: 8,415 shares; 2024Q4: 22,022 shares; 2025Q1: 10,736 shares; 2025Q2: 10,749 shares; 2025Q3: 10,772 shares; 2025Q4: 12,170 shares 12,170 $666K 0.02% +1,398 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,690 shares; 2024Q4: 23,000 shares; 2025Q1: 23,385 shares; 2025Q2: 22,822 shares; 2025Q3: 22,718 shares; 2025Q4: 21,888 shares 21,888 $666K 0.02% -830 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: 2,531 shares; 2024Q4: 1,784 shares; 2025Q1: 1,542 shares; 2025Q2: 1,547 shares; 2025Q3: 1,542 shares; 2025Q4: 1,463 shares 1,463 $663K 0.02% -79 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,895 shares; 2024Q4: 8,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,896 shares 11,896 $661K 0.02% new Timeline VCSH 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: 39,108 shares; 2024Q4: 24,158 shares; 2025Q1: 21,101 shares; 2025Q2: 18,194 shares; 2025Q3: 15,897 shares; 2025Q4: 8,243 shares 8,243 $657K 0.02% -7,654 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: 156 shares; 2024Q4: 129 shares; 2025Q1: 127 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 130 shares 130 $657K 0.02% -2 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 12,461 shares; 2025Q1: 11,546 shares; 2025Q2: 22,524 shares; 2025Q3: 23,716 shares; 2025Q4: 25,566 shares 25,566 $654K 0.02% +1,850 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,448 shares; 2024Q4: 15,792 shares; 2025Q1: 15,821 shares; 2025Q2: 13,416 shares; 2025Q3: 12,888 shares; 2025Q4: 13,287 shares 13,287 $654K 0.02% +399 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: 5,321 shares; 2024Q4: 5,833 shares; 2025Q1: 5,215 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares; 2025Q4: 5,027 shares 5,027 $654K 0.02% -38 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 2,403 shares; 2025Q1: 2,758 shares; 2025Q2: 3,931 shares; 2025Q3: 4,492 shares; 2025Q4: 4,737 shares 4,737 $653K 0.02% +245 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: 35,582 shares; 2024Q4: 38,179 shares; 2025Q1: 52,757 shares; 2025Q2: 52,943 shares; 2025Q3: 51,744 shares; 2025Q4: 27,819 shares 27,819 $652K 0.02% -23,925 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,646 shares; 2025Q1: 9,759 shares; 2025Q2: 9,742 shares; 2025Q3: 9,991 shares; 2025Q4: 9,975 shares 9,975 $648K 0.02% -16 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,781 shares; 2024Q4: 11,483 shares; 2025Q1: 11,518 shares; 2025Q2: 10,927 shares; 2025Q3: 11,210 shares; 2025Q4: 9,863 shares 9,863 $645K 0.02% -1,347 DMA DESTRA MULTI-ALTERNATIVE FD More: the full row for DESTRA MULTI-ALTERNATIVE 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: 58,451 shares; 2025Q4: 71,858 shares 71,858 $645K 0.02% +13,407 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 7,637 shares; 2025Q1: 9,375 shares; 2025Q2: 9,039 shares; 2025Q3: 9,880 shares; 2025Q4: 10,004 shares 10,004 $644K 0.02% +124 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 9,596 shares; 2025Q4: 9,596 shares 9,596 $643K 0.02% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: 10,148 shares; 2025Q1: 10,256 shares; 2025Q2: 9,397 shares; 2025Q3: 9,305 shares; 2025Q4: 9,177 shares 9,177 $636K 0.02% -128 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 15,746 shares; 2025Q1: 14,461 shares; 2025Q2: 14,923 shares; 2025Q3: 15,569 shares; 2025Q4: 12,571 shares 12,571 $634K 0.02% -2,998 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 7,196 shares; 2025Q1: 7,024 shares; 2025Q2: 7,040 shares; 2025Q3: 6,718 shares; 2025Q4: 6,712 shares 6,712 $633K 0.02% -6 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,764 shares; 2025Q3: 35,069 shares; 2025Q4: 35,759 shares 35,759 $633K 0.02% +690 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: 4,989 shares; 2024Q4: 5,265 shares; 2025Q1: 4,761 shares; 2025Q2: 16,076 shares; 2025Q3: 16,340 shares; 2025Q4: 15,754 shares 15,754 $632K 0.02% -586 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: 9,045 shares; 2024Q4: 6,898 shares; 2025Q1: 7,422 shares; 2025Q2: 7,915 shares; 2025Q3: 7,792 shares; 2025Q4: 7,946 shares 7,946 $627K 0.02% +154 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 14,428 shares; 2025Q1: 14,841 shares; 2025Q2: 9,239 shares; 2025Q3: 12,994 shares; 2025Q4: 9,618 shares 9,618 $626K 0.02% -3,376 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,986 shares; 2025Q3: 3,141 shares; 2025Q4: 3,752 shares 3,752 $625K 0.02% +611 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,258 shares; 2024Q4: 61,232 shares; 2025Q1: 60,282 shares; 2025Q2: 57,949 shares; 2025Q3: 57,104 shares; 2025Q4: 57,325 shares 57,325 $625K 0.02% +221 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: 10,590 shares; 2024Q4: 6,922 shares; 2025Q1: 7,293 shares; 2025Q2: 7,640 shares; 2025Q3: 7,498 shares; 2025Q4: 7,594 shares 7,594 $623K 0.02% +96 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: not reported; 2024Q4: 19,837 shares; 2025Q1: 26,186 shares; 2025Q2: 26,626 shares; 2025Q3: 14,548 shares; 2025Q4: 22,019 shares 22,019 $622K 0.02% +7,471 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 7,367 shares; 2025Q1: 7,376 shares; 2025Q2: 8,076 shares; 2025Q3: 4,932 shares; 2025Q4: 5,614 shares 5,614 $617K 0.02% +682 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares 22,000 $616K 0.01% new Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,366 shares; 2025Q4: 21,471 shares 21,471 $615K 0.01% -2,895 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,660 shares; 2024Q4: 14,080 shares; 2025Q1: 12,208 shares; 2025Q2: 12,325 shares; 2025Q3: 12,436 shares; 2025Q4: 14,897 shares 14,897 $614K 0.01% +2,461 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 826 shares; 2025Q1: 805 shares; 2025Q2: 768 shares; 2025Q3: 765 shares; 2025Q4: 608 shares 608 $614K 0.01% -157 Timeline PHO 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: 8,251 shares; 2024Q4: 9,657 shares; 2025Q1: 9,155 shares; 2025Q2: 8,890 shares; 2025Q3: 8,891 shares; 2025Q4: 8,714 shares 8,714 $614K 0.01% -177 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 4,858 shares; 2025Q1: 4,966 shares; 2025Q2: 4,944 shares; 2025Q3: 4,861 shares; 2025Q4: 4,867 shares 4,867 $613K 0.01% +6 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 8,747 shares; 2025Q1: 9,125 shares; 2025Q2: 9,163 shares; 2025Q3: 11,334 shares; 2025Q4: 11,329 shares 11,329 $612K 0.01% -5 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: 1,455 shares; 2024Q4: 1,172 shares; 2025Q1: 1,196 shares; 2025Q2: 1,276 shares; 2025Q3: 1,574 shares; 2025Q4: 1,595 shares 1,595 $611K 0.01% +21 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 283 shares; 2025Q4: 283 shares 283 $608K 0.01% 0 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: 14,956 shares; 2024Q4: 14,909 shares; 2025Q1: 14,582 shares; 2025Q2: 10,676 shares; 2025Q3: 14,031 shares; 2025Q4: 10,203 shares 10,203 $605K 0.01% -3,828 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,008 shares; 2024Q4: 21,147 shares; 2025Q1: 21,295 shares; 2025Q2: 21,504 shares; 2025Q3: 21,504 shares; 2025Q4: 21,450 shares 21,450 $604K 0.01% -54 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,254 shares; 2024Q4: 9,619 shares; 2025Q1: 9,518 shares; 2025Q2: 8,873 shares; 2025Q3: 8,686 shares; 2025Q4: 9,665 shares 9,665 $604K 0.01% +979 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,659 shares; 2025Q3: 8,834 shares; 2025Q4: 11,414 shares 11,414 $603K 0.01% +2,580 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,197 shares; 2025Q1: 1,248 shares; 2025Q2: 1,596 shares; 2025Q3: 1,655 shares; 2025Q4: 1,538 shares 1,538 $599K 0.01% -117 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: 9,671 shares; 2024Q4: 7,894 shares; 2025Q1: 7,789 shares; 2025Q2: 7,958 shares; 2025Q3: 7,920 shares; 2025Q4: 7,419 shares 7,419 $596K 0.01% -501 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: 3,424 shares; 2024Q4: not reported; 2025Q1: 3,260 shares; 2025Q2: 3,935 shares; 2025Q3: 4,012 shares; 2025Q4: 8,859 shares 8,859 $594K 0.01% +4,847 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: 1,472 shares; 2025Q3: 3,576 shares; 2025Q4: 8,291 shares 8,291 $594K 0.01% +4,715 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: 22,167 shares; 2024Q4: 21,584 shares; 2025Q1: 17,164 shares; 2025Q2: 18,581 shares; 2025Q3: 18,042 shares; 2025Q4: 16,753 shares 16,753 $594K 0.01% -1,289 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,021 shares; 2025Q3: 14,111 shares; 2025Q4: 13,894 shares 13,894 $590K 0.01% -217 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: 10,302 shares; 2024Q4: 15,040 shares; 2025Q1: 12,251 shares; 2025Q2: 8,103 shares; 2025Q3: 7,505 shares; 2025Q4: 9,065 shares 9,065 $587K 0.01% +1,560 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,763 shares; 2025Q3: 25,617 shares; 2025Q4: 29,467 shares 29,467 $586K 0.01% +3,850 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: 1,753 shares; 2024Q4: 1,648 shares; 2025Q1: 1,720 shares; 2025Q2: 1,714 shares; 2025Q3: 1,716 shares; 2025Q4: 1,812 shares 1,812 $585K 0.01% +96 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,535 shares; 2024Q4: 75,307 shares; 2025Q1: 73,946 shares; 2025Q2: 30,553 shares; 2025Q3: 25,478 shares; 2025Q4: 25,771 shares 25,771 $583K 0.01% +293 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 5,821 shares; 2025Q1: 4,930 shares; 2025Q2: 4,328 shares; 2025Q3: 4,344 shares; 2025Q4: 4,602 shares 4,602 $580K 0.01% +258 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,607 shares; 2024Q4: 96,268 shares; 2025Q1: 71,416 shares; 2025Q2: 15,778 shares; 2025Q3: 16,548 shares; 2025Q4: 13,948 shares 13,948 $579K 0.01% -2,600 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: 65,345 shares; 2024Q4: 65,100 shares; 2025Q1: 53,239 shares; 2025Q2: 22,035 shares; 2025Q3: 21,386 shares; 2025Q4: 21,795 shares 21,795 $577K 0.01% +409 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,309 shares; 2024Q4: 16,849 shares; 2025Q1: 21,274 shares; 2025Q2: 11,518 shares; 2025Q3: 10,464 shares; 2025Q4: 12,276 shares 12,276 $571K 0.01% +1,812 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: 4,560 shares; 2024Q4: 3,746 shares; 2025Q1: 4,248 shares; 2025Q2: 4,539 shares; 2025Q3: 4,561 shares; 2025Q4: 4,644 shares 4,644 $571K 0.01% +83 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: 4,444 shares; 2024Q4: 3,255 shares; 2025Q1: 3,024 shares; 2025Q2: 3,571 shares; 2025Q3: 3,712 shares; 2025Q4: 3,755 shares 3,755 $568K 0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,486 shares; 2025Q4: 6,486 shares 6,486 $565K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,627 shares; 2024Q4: 10,075 shares; 2025Q1: 10,090 shares; 2025Q2: 10,302 shares; 2025Q3: 10,552 shares; 2025Q4: 10,602 shares 10,602 $556K 0.01% +50 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: 15,754 shares; 2024Q4: 12,536 shares; 2025Q1: 10,495 shares; 2025Q2: 10,009 shares; 2025Q3: 10,077 shares; 2025Q4: 7,469 shares 7,469 $550K 0.01% -2,608 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,112 shares; 2024Q4: 23,795 shares; 2025Q1: 40,570 shares; 2025Q2: 40,489 shares; 2025Q3: 41,743 shares; 2025Q4: 33,398 shares 33,398 $549K 0.01% -8,345 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 4,892 shares; 2025Q1: 7,671 shares; 2025Q2: 7,740 shares; 2025Q3: 7,659 shares; 2025Q4: 7,795 shares 7,795 $547K 0.01% +136 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,777 shares; 2025Q3: 10,847 shares; 2025Q4: 15,202 shares 15,202 $542K 0.01% +4,355 Timeline DGRS 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: 22,577 shares; 2024Q4: 18,389 shares; 2025Q1: 18,500 shares; 2025Q2: 13,136 shares; 2025Q3: 12,723 shares; 2025Q4: 10,915 shares 10,915 $542K 0.01% -1,808 Timeline HEDJ 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: 12,482 shares; 2024Q4: 12,462 shares; 2025Q1: 11,420 shares; 2025Q2: 11,375 shares; 2025Q3: 10,328 shares; 2025Q4: 10,184 shares 10,184 $540K 0.01% -144 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: 5,559 shares; 2024Q4: 4,781 shares; 2025Q1: 3,075 shares; 2025Q2: 3,073 shares; 2025Q3: 3,242 shares; 2025Q4: 3,306 shares 3,306 $539K 0.01% +64 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 5,841 shares; 2025Q1: 5,852 shares; 2025Q2: 4,571 shares; 2025Q3: 4,579 shares; 2025Q4: 4,538 shares 4,538 $538K 0.01% -41 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,685 shares; 2025Q1: 109,770 shares; 2025Q2: 92,511 shares; 2025Q3: 72,687 shares; 2025Q4: 13,731 shares 13,731 $536K 0.01% -58,956 Timeline IHDG 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: 8,409 shares; 2024Q4: 9,880 shares; 2025Q1: 11,850 shares; 2025Q2: 10,664 shares; 2025Q3: 11,024 shares; 2025Q4: 11,009 shares 11,009 $536K 0.01% -15 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: 16,776 shares; 2024Q4: 11,119 shares; 2025Q1: 11,409 shares; 2025Q2: 14,034 shares; 2025Q3: 10,186 shares; 2025Q4: 3,953 shares 3,953 $535K 0.01% -6,233 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,726 shares 27,726 $535K 0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,741 shares; 2024Q4: 37,191 shares; 2025Q1: 34,441 shares; 2025Q2: 36,721 shares; 2025Q3: 35,341 shares; 2025Q4: 32,949 shares 32,949 $535K 0.01% -2,392 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: 6,669 shares; 2024Q4: 5,502 shares; 2025Q1: 4,336 shares; 2025Q2: 4,638 shares; 2025Q3: not reported; 2025Q4: 10,499 shares 10,499 $534K 0.01% new 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: 32,331 shares; 2024Q4: 25,133 shares; 2025Q1: 24,335 shares; 2025Q2: 23,322 shares; 2025Q3: 15,819 shares; 2025Q4: 18,497 shares 18,497 $533K 0.01% +2,678 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 6,252 shares; 2025Q1: 6,808 shares; 2025Q2: 6,078 shares; 2025Q3: 6,238 shares; 2025Q4: 6,566 shares 6,566 $532K 0.01% +328 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,917 shares; 2025Q4: 7,862 shares 7,862 $532K 0.01% +945 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,885 shares; 2025Q1: 2,927 shares; 2025Q2: 3,293 shares; 2025Q3: 3,308 shares; 2025Q4: 2,722 shares 2,722 $528K 0.01% -586 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,230 shares; 2024Q4: 7,049 shares; 2025Q1: 7,316 shares; 2025Q2: 6,950 shares; 2025Q3: 6,978 shares; 2025Q4: 6,786 shares 6,786 $525K 0.01% -192 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,420 shares; 2024Q4: 32,859 shares; 2025Q1: 10,823 shares; 2025Q2: 4,590 shares; 2025Q3: 4,948 shares; 2025Q4: 5,241 shares 5,241 $524K 0.01% +293 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: 22,874 shares; 2024Q4: 11,760 shares; 2025Q1: 6,314 shares; 2025Q2: 8,887 shares; 2025Q3: 10,864 shares; 2025Q4: 10,822 shares 10,822 $523K 0.01% -42 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: 4,940 shares; 2024Q4: 4,245 shares; 2025Q1: 4,601 shares; 2025Q2: 4,474 shares; 2025Q3: 4,453 shares; 2025Q4: 4,975 shares 4,975 $522K 0.01% +522 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,238 shares; 2025Q2: 11,280 shares; 2025Q3: 11,008 shares; 2025Q4: 15,014 shares 15,014 $522K 0.01% +4,006 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 5,104 shares; 2025Q1: 5,127 shares; 2025Q2: 4,739 shares; 2025Q3: 4,393 shares; 2025Q4: 9,752 shares 9,752 $520K 0.01% +5,359 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,422 shares; 2024Q4: 116,657 shares; 2025Q1: 78,252 shares; 2025Q2: 57,784 shares; 2025Q3: 56,884 shares; 2025Q4: 17,210 shares 17,210 $520K 0.01% -39,674 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: 2,497 shares; 2024Q4: 2,058 shares; 2025Q1: 1,930 shares; 2025Q2: 1,737 shares; 2025Q3: 1,841 shares; 2025Q4: 1,852 shares 1,852 $517K 0.01% +11 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,099 shares; 2024Q4: 14,867 shares; 2025Q1: 16,082 shares; 2025Q2: 16,010 shares; 2025Q3: 19,542 shares; 2025Q4: 18,860 shares 18,860 $515K 0.01% -682 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 2,363 shares; 2025Q1: 2,384 shares; 2025Q2: 2,281 shares; 2025Q3: 2,087 shares; 2025Q4: 7,636 shares 7,636 $513K 0.01% +5,549 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,440 shares 13,440 $512K 0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,362 shares; 2025Q1: 8,609 shares; 2025Q2: 12,736 shares; 2025Q3: 7,204 shares; 2025Q4: 2,602 shares 2,602 $512K 0.01% -4,602 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 2,260 shares; 2025Q1: 2,306 shares; 2025Q2: 2,251 shares; 2025Q3: 2,309 shares; 2025Q4: 2,758 shares 2,758 $512K 0.01% +449 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,600 shares 15,600 $511K 0.01% new 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: 6,177 shares; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: not reported; 2025Q3: 7,885 shares; 2025Q4: 10,838 shares 10,838 $510K 0.01% +2,953 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,167 shares; 2024Q4: 9,975 shares; 2025Q1: 9,970 shares; 2025Q2: 9,180 shares; 2025Q3: 9,180 shares; 2025Q4: 9,180 shares 9,180 $510K 0.01% 0 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,310 shares; 2025Q3: 42,529 shares; 2025Q4: 24,648 shares 24,648 $510K 0.01% -17,881 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: 10,282 shares; 2024Q4: 6,072 shares; 2025Q1: 5,983 shares; 2025Q2: 5,250 shares; 2025Q3: 6,139 shares; 2025Q4: 5,573 shares 5,573 $510K 0.01% -566 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,951 shares 15,951 $509K 0.01% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,556 shares; 2024Q4: 20,295 shares; 2025Q1: 17,328 shares; 2025Q2: 13,768 shares; 2025Q3: 14,531 shares; 2025Q4: 14,031 shares 14,031 $508K 0.01% -500 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,050 shares; 2025Q1: 18,713 shares; 2025Q2: 15,583 shares; 2025Q3: 14,273 shares; 2025Q4: 14,025 shares 14,025 $508K 0.01% -248 Timeline VPL 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: 17,685 shares; 2024Q4: 9,440 shares; 2025Q1: 5,642 shares; 2025Q2: 5,558 shares; 2025Q3: 5,570 shares; 2025Q4: 5,608 shares 5,608 $507K 0.01% +38 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,138 shares; 2024Q4: 21,461 shares; 2025Q1: 25,520 shares; 2025Q2: 28,408 shares; 2025Q3: 35,560 shares; 2025Q4: 35,560 shares 35,560 $504K 0.01% 0 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: 47,657 shares; 2024Q4: 53,239 shares; 2025Q1: 60,571 shares; 2025Q2: 61,866 shares; 2025Q3: 55,480 shares; 2025Q4: 24,191 shares 24,191 $504K 0.01% -31,289 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 4,916 shares; 2025Q1: 4,888 shares; 2025Q2: 5,559 shares; 2025Q3: 5,678 shares; 2025Q4: 6,104 shares 6,104 $502K 0.01% +426 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 12,599 shares; 2025Q1: 9,799 shares; 2025Q2: 10,299 shares; 2025Q3: 10,299 shares; 2025Q4: 9,829 shares 9,829 $500K 0.01% -470 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES 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: 27,842 shares; 2025Q3: 27,949 shares; 2025Q4: 29,080 shares 29,080 $499K 0.01% +1,131 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: 3,096 shares; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: 3,153 shares; 2025Q3: 4,005 shares; 2025Q4: 4,159 shares 4,159 $498K 0.01% +154 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,795 shares; 2024Q4: 11,400 shares; 2025Q1: 11,618 shares; 2025Q2: 6,589 shares; 2025Q3: 6,597 shares; 2025Q4: 10,503 shares 10,503 $497K 0.01% +3,906 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 10,401 shares; 2025Q1: 10,365 shares; 2025Q2: 11,060 shares; 2025Q3: 10,864 shares; 2025Q4: 9,367 shares 9,367 $495K 0.01% -1,497 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: 8,569 shares; 2024Q4: 6,746 shares; 2025Q1: 6,690 shares; 2025Q2: 6,283 shares; 2025Q3: 6,164 shares; 2025Q4: 6,438 shares 6,438 $494K 0.01% +274 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 4,861 shares; 2025Q1: 4,662 shares; 2025Q2: 5,835 shares; 2025Q3: 5,446 shares; 2025Q4: 4,888 shares 4,888 $493K 0.01% -558 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 3,620 shares; 2025Q4: 4,348 shares 4,348 $492K 0.01% +728 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,607 shares; 2024Q4: 8,197 shares; 2025Q1: 8,387 shares; 2025Q2: 8,677 shares; 2025Q3: 8,961 shares; 2025Q4: 8,372 shares 8,372 $489K 0.01% -589 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC 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: 10,948 shares; 2025Q2: 12,514 shares; 2025Q3: 13,154 shares; 2025Q4: 14,656 shares 14,656 $489K 0.01% +1,502 Timeline PFEB 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: 11,814 shares 11,814 $487K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,701 shares; 2024Q4: 10,968 shares; 2025Q1: 13,360 shares; 2025Q2: 8,711 shares; 2025Q3: 8,341 shares; 2025Q4: 8,012 shares 8,012 $484K 0.01% -329 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 5,751 shares; 2025Q1: 2,870 shares; 2025Q2: 2,776 shares; 2025Q3: 2,751 shares; 2025Q4: 2,766 shares 2,766 $482K 0.01% +15 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: 2,812 shares; 2024Q4: 2,304 shares; 2025Q1: 2,676 shares; 2025Q2: 2,472 shares; 2025Q3: 2,551 shares; 2025Q4: 2,375 shares 2,375 $482K 0.01% -176 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 10,503 shares; 2025Q1: 9,720 shares; 2025Q2: 8,178 shares; 2025Q3: 8,797 shares; 2025Q4: 8,013 shares 8,013 $482K 0.01% -784 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: 3,610 shares; 2024Q4: 3,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,386 shares; 2025Q4: 2,791 shares 2,791 $481K 0.01% +405 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,302 shares 39,302 $479K 0.01% new 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: 2,898 shares; 2024Q4: 2,704 shares; 2025Q1: 2,814 shares; 2025Q2: 2,991 shares; 2025Q3: 2,925 shares; 2025Q4: 1,933 shares 1,933 $478K 0.01% -992 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: 6,238 shares; 2024Q4: 4,733 shares; 2025Q1: 4,733 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 4,544 shares 4,544 $477K 0.01% +39 Timeline FXD 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: 8,580 shares; 2024Q4: 7,600 shares; 2025Q1: 7,572 shares; 2025Q2: 7,537 shares; 2025Q3: 6,941 shares; 2025Q4: 6,950 shares 6,950 $475K 0.01% +9 Timeline FDIS 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: 4,564 shares; 2025Q3: 4,691 shares; 2025Q4: 4,620 shares 4,620 $472K 0.01% -71 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,573 shares; 2024Q4: 9,943 shares; 2025Q1: 8,570 shares; 2025Q2: 11,422 shares; 2025Q3: 8,553 shares; 2025Q4: 10,027 shares 10,027 $471K 0.01% +1,474 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,072 shares; 2025Q1: 1,416 shares; 2025Q2: 1,275 shares; 2025Q3: 1,320 shares; 2025Q4: 1,507 shares 1,507 $471K 0.01% +187 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: 714 shares; 2024Q4: 623 shares; 2025Q1: 622 shares; 2025Q2: 604 shares; 2025Q3: 1,417 shares; 2025Q4: 612 shares 612 $469K 0.01% -805 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,361 shares; 2024Q4: 17,561 shares; 2025Q1: 17,561 shares; 2025Q2: 16,511 shares; 2025Q3: 17,211 shares; 2025Q4: 14,185 shares 14,185 $469K 0.01% -3,026 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,787 shares; 2025Q1: 4,726 shares; 2025Q2: 4,711 shares; 2025Q3: 5,507 shares; 2025Q4: 5,665 shares 5,665 $469K 0.01% +158 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 5,050 shares; 2025Q1: 5,247 shares; 2025Q2: 5,425 shares; 2025Q3: 5,225 shares; 2025Q4: 5,250 shares 5,250 $463K 0.01% +25 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,636 shares; 2024Q4: 5,600 shares; 2025Q1: 5,609 shares; 2025Q2: 5,425 shares; 2025Q3: 5,333 shares; 2025Q4: 5,243 shares 5,243 $463K 0.01% -90 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: 5,068 shares; 2024Q4: 4,840 shares; 2025Q1: 5,517 shares; 2025Q2: 5,826 shares; 2025Q3: 5,321 shares; 2025Q4: 5,529 shares 5,529 $462K 0.01% +208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,044 shares; 2025Q4: 20,554 shares 20,554 $461K 0.01% +13,510 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,326 shares; 2025Q1: 3,319 shares; 2025Q2: 3,340 shares; 2025Q3: 3,358 shares; 2025Q4: 3,367 shares 3,367 $460K 0.01% +9 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 5,868 shares; 2025Q4: 6,274 shares 6,274 $460K 0.01% +406 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,511 shares; 2025Q2: 24,424 shares; 2025Q3: 26,342 shares; 2025Q4: 28,081 shares 28,081 $459K 0.01% +1,739 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: 55,399 shares; 2024Q4: 43,854 shares; 2025Q1: 43,859 shares; 2025Q2: 43,865 shares; 2025Q3: 11,576 shares; 2025Q4: 11,581 shares 11,581 $459K 0.01% +5 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,829 shares; 2025Q1: 11,340 shares; 2025Q2: 11,422 shares; 2025Q3: 11,711 shares; 2025Q4: 12,449 shares 12,449 $458K 0.01% +738 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,277 shares; 2024Q4: 7,187 shares; 2025Q1: 7,295 shares; 2025Q2: 7,184 shares; 2025Q3: 9,753 shares; 2025Q4: 7,850 shares 7,850 $458K 0.01% -1,903 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: 701 shares; 2024Q4: 682 shares; 2025Q1: 620 shares; 2025Q2: 643 shares; 2025Q3: 614 shares; 2025Q4: 593 shares 593 $457K 0.01% -21 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,949 shares; 2024Q4: 12,805 shares; 2025Q1: 19,873 shares; 2025Q2: 19,098 shares; 2025Q3: 19,161 shares; 2025Q4: 19,345 shares 19,345 $457K 0.01% +184 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,295 shares; 2024Q4: 3,097 shares; 2025Q1: 3,362 shares; 2025Q2: 3,418 shares; 2025Q3: 3,309 shares; 2025Q4: 3,341 shares 3,341 $456K 0.01% +32 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,359 shares 26,359 $456K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,992 shares; 2024Q4: 7,759 shares; 2025Q1: 4,203 shares; 2025Q2: 5,087 shares; 2025Q3: 4,788 shares; 2025Q4: 4,591 shares 4,591 $456K 0.01% -197 Timeline 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: 31,991 shares 31,991 $452K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,078 shares; 2025Q1: 5,914 shares; 2025Q2: 7,144 shares; 2025Q3: 4,341 shares; 2025Q4: 6,113 shares 6,113 $451K 0.01% +1,772 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,350 shares; 2025Q1: 1,218 shares; 2025Q2: 1,987 shares; 2025Q3: 1,818 shares; 2025Q4: 1,849 shares 1,849 $449K 0.01% +31 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 4,336 shares; 2025Q1: 4,488 shares; 2025Q2: 6,680 shares; 2025Q3: 7,102 shares; 2025Q4: 6,846 shares 6,846 $448K 0.01% -256 BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,044 shares; 2024Q4: 9,101 shares; 2025Q1: 7,551 shares; 2025Q2: 6,957 shares; 2025Q3: 7,101 shares; 2025Q4: 9,682 shares 9,682 $446K 0.01% +2,581 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: 5,906 shares; 2024Q4: 5,936 shares; 2025Q1: 5,995 shares; 2025Q2: 5,831 shares; 2025Q3: 5,823 shares; 2025Q4: 5,750 shares 5,750 $446K 0.01% -73 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,829 shares 15,829 $444K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,278 shares; 2025Q3: 9,191 shares; 2025Q4: 10,192 shares 10,192 $444K 0.01% +1,001 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 2,276 shares; 2025Q1: 2,604 shares; 2025Q2: 2,974 shares; 2025Q3: 3,272 shares; 2025Q4: 4,025 shares 4,025 $443K 0.01% +753 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 14,785 shares; 2025Q1: 15,035 shares; 2025Q2: 15,035 shares; 2025Q3: 15,435 shares; 2025Q4: 14,935 shares 14,935 $442K 0.01% -500 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,024 shares; 2024Q4: 15,033 shares; 2025Q1: 5,777 shares; 2025Q2: 5,698 shares; 2025Q3: 5,625 shares; 2025Q4: 5,536 shares 5,536 $441K 0.01% -89 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: 5,464 shares; 2025Q4: 5,469 shares 5,469 $438K 0.01% +5 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,221 shares; 2024Q4: 27,187 shares; 2025Q1: 18,542 shares; 2025Q2: 19,946 shares; 2025Q3: 20,356 shares; 2025Q4: 23,143 shares 23,143 $438K 0.01% +2,787 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 7,122 shares; 2025Q4: 8,546 shares 8,546 $437K 0.01% +1,424 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,845 shares; 2024Q4: 24,845 shares; 2025Q1: 24,845 shares; 2025Q2: 24,845 shares; 2025Q3: 24,845 shares; 2025Q4: 22,687 shares 22,687 $437K 0.01% -2,158 Timeline CARY 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: not reported; 2025Q1: not reported; 2025Q2: 21,155 shares; 2025Q3: 21,103 shares; 2025Q4: 20,947 shares 20,947 $436K 0.01% -156 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: 8,275 shares; 2024Q4: 8,176 shares; 2025Q1: 7,943 shares; 2025Q2: 5,837 shares; 2025Q3: 5,562 shares; 2025Q4: 7,580 shares 7,580 $436K 0.01% +2,018 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,480 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,473 shares 2,473 $435K 0.01% new Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,120 shares; 2025Q3: 17,439 shares; 2025Q4: 17,804 shares 17,804 $433K 0.01% +365 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,123 shares; 2024Q4: 12,667 shares; 2025Q1: 12,115 shares; 2025Q2: 12,513 shares; 2025Q3: 12,625 shares; 2025Q4: 12,409 shares 12,409 $431K 0.01% -216 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,214 shares; 2025Q4: 2,481 shares 2,481 $431K 0.01% +1,267 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,441 shares; 2024Q4: 118,691 shares; 2025Q1: 118,691 shares; 2025Q2: 115,391 shares; 2025Q3: 115,391 shares; 2025Q4: 112,091 shares 112,091 $430K 0.01% -3,300 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,863 shares; 2024Q4: 10,167 shares; 2025Q1: 4,268 shares; 2025Q2: 4,189 shares; 2025Q3: 4,165 shares; 2025Q4: 3,916 shares 3,916 $429K 0.01% -249 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,200 shares; 2025Q1: 2,202 shares; 2025Q2: 2,165 shares; 2025Q3: 2,178 shares; 2025Q4: 2,111 shares 2,111 $428K 0.01% -67 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,981 shares; 2025Q4: 8,014 shares 8,014 $428K 0.01% +33 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,965 shares; 2024Q4: 21,498 shares; 2025Q1: 21,379 shares; 2025Q2: 18,110 shares; 2025Q3: 18,548 shares; 2025Q4: 18,955 shares 18,955 $428K 0.01% +407 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 3,220 shares; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,622 shares; 2025Q4: 3,163 shares 3,163 $427K 0.01% -459 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,171 shares; 2025Q1: 2,173 shares; 2025Q2: 2,175 shares; 2025Q3: 2,026 shares; 2025Q4: 2,061 shares 2,061 $427K 0.01% +35 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,816 shares; 2025Q1: 25,191 shares; 2025Q2: 26,385 shares; 2025Q3: 26,832 shares; 2025Q4: 20,118 shares 20,118 $427K 0.01% -6,714 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,563 shares; 2025Q2: 10,493 shares; 2025Q3: 9,309 shares; 2025Q4: 5,762 shares 5,762 $426K 0.01% -3,547 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 4,147 shares; 2025Q1: 3,570 shares; 2025Q2: 3,346 shares; 2025Q3: 3,416 shares; 2025Q4: 3,232 shares 3,232 $425K 0.01% -184 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,979 shares 9,979 $425K 0.01% new Timeline GTLS CHART INDS INC More: the full row for CHART INDS 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: 1,550 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares 2,055 $424K 0.01% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 5,961 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,507 shares; 2025Q4: 5,302 shares 5,302 $423K 0.01% -205 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 11,466 shares; 2025Q1: 10,561 shares; 2025Q2: 11,405 shares; 2025Q3: 11,515 shares; 2025Q4: 10,229 shares 10,229 $423K 0.01% -1,286 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,491 shares; 2025Q1: 1,389 shares; 2025Q2: 1,380 shares; 2025Q3: 1,497 shares; 2025Q4: 1,535 shares 1,535 $423K 0.01% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,775 shares 11,775 $422K 0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: not reported; 2025Q1: 5,115 shares; 2025Q2: 4,797 shares; 2025Q3: 12,341 shares; 2025Q4: 9,952 shares 9,952 $417K 0.01% -2,389 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 3,514 shares; 2025Q1: 3,667 shares; 2025Q2: 3,656 shares; 2025Q3: 4,046 shares; 2025Q4: 4,128 shares 4,128 $412K 0.01% +82 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: not reported; 2025Q2: 5,759 shares; 2025Q3: 5,005 shares; 2025Q4: 5,738 shares 5,738 $412K 0.01% +733 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,574 shares; 2024Q4: 98,287 shares; 2025Q1: 98,434 shares; 2025Q2: 97,489 shares; 2025Q3: 97,489 shares; 2025Q4: 92,978 shares 92,978 $407K 0.01% -4,511 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 772 shares; 2025Q1: 770 shares; 2025Q2: 731 shares; 2025Q3: 1,079 shares; 2025Q4: 1,662 shares 1,662 $404K 0.01% +583 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: 1,741 shares; 2024Q4: 1,548 shares; 2025Q1: 1,497 shares; 2025Q2: 1,475 shares; 2025Q3: 1,277 shares; 2025Q4: 1,348 shares 1,348 $402K 0.01% +71 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,100 shares; 2025Q3: 8,067 shares; 2025Q4: 11,589 shares 11,589 $402K 0.01% +3,522 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,875 shares 37,875 $400K 0.01% new Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,748 shares 7,748 $400K 0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,163 shares; 2024Q4: 22,110 shares; 2025Q1: 22,059 shares; 2025Q2: 22,342 shares; 2025Q3: 20,409 shares; 2025Q4: 17,113 shares 17,113 $398K 0.01% -3,296 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,903 shares; 2025Q1: 8,635 shares; 2025Q2: 7,809 shares; 2025Q3: 8,239 shares; 2025Q4: 9,583 shares 9,583 $397K 0.01% +1,344 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: 3,447 shares; 2024Q4: 1,888 shares; 2025Q1: 1,895 shares; 2025Q2: 1,870 shares; 2025Q3: 2,083 shares; 2025Q4: 1,963 shares 1,963 $396K 0.01% -120 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: not reported; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 1,937 shares; 2025Q3: 2,094 shares; 2025Q4: 1,928 shares 1,928 $395K 0.01% -166 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,954 shares; 2025Q4: 15,058 shares 15,058 $394K 0.01% +2,104 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,327 shares 1,327 $392K 0.01% +30 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 680 shares; 2025Q1: 686 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 711 shares 711 $392K 0.01% +49 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: 5,863 shares; 2024Q4: 2,265 shares; 2025Q1: 2,268 shares; 2025Q2: 2,444 shares; 2025Q3: 2,699 shares; 2025Q4: 4,210 shares 4,210 $392K 0.01% +1,511 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 3,699 shares; 2025Q1: 3,861 shares; 2025Q2: 4,571 shares; 2025Q3: 4,466 shares; 2025Q4: 4,111 shares 4,111 $392K 0.01% -355 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,895 shares 1,895 $391K 0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,687 shares; 2024Q4: 22,081 shares; 2025Q1: 23,978 shares; 2025Q2: 19,419 shares; 2025Q3: 17,047 shares; 2025Q4: 17,404 shares 17,404 $388K 0.01% +357 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT 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: 34,125 shares; 2025Q4: 55,323 shares 55,323 $388K 0.01% +21,198 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,436 shares; 2024Q4: 10,110 shares; 2025Q1: 10,489 shares; 2025Q2: 9,550 shares; 2025Q3: 9,473 shares; 2025Q4: 8,731 shares 8,731 $387K 0.01% -742 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: 14,737 shares; 2024Q4: 10,879 shares; 2025Q1: 8,641 shares; 2025Q2: 4,574 shares; 2025Q3: 4,535 shares; 2025Q4: 4,370 shares 4,370 $387K 0.01% -165 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,545 shares; 2025Q1: 9,589 shares; 2025Q2: 9,647 shares; 2025Q3: 9,699 shares; 2025Q4: 9,751 shares 9,751 $387K 0.01% +52 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: 8,015 shares; 2024Q4: 5,050 shares; 2025Q1: not reported; 2025Q2: 4,835 shares; 2025Q3: 8,405 shares; 2025Q4: 8,644 shares 8,644 $385K 0.01% +239 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: 937 shares; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 1,112 shares; 2025Q3: 1,069 shares; 2025Q4: 1,128 shares 1,128 $384K 0.01% +59 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: 6,906 shares; 2024Q4: 7,647 shares; 2025Q1: 7,971 shares; 2025Q2: 7,729 shares; 2025Q3: 7,227 shares; 2025Q4: 7,466 shares 7,466 $383K 0.01% +239 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,442 shares; 2025Q1: 1,620 shares; 2025Q2: 6,131 shares; 2025Q3: 6,317 shares; 2025Q4: 5,928 shares 5,928 $381K 0.01% -389 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $379K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,123 shares; 2024Q4: 8,639 shares; 2025Q1: 8,537 shares; 2025Q2: 7,938 shares; 2025Q3: 7,940 shares; 2025Q4: 7,944 shares 7,944 $379K 0.01% +4 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: 9,287 shares; 2025Q1: 8,942 shares; 2025Q2: 8,795 shares; 2025Q3: 8,795 shares; 2025Q4: 7,911 shares 7,911 $378K 0.01% -884 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: 8,315 shares; 2025Q2: 7,840 shares; 2025Q3: 8,215 shares; 2025Q4: 7,911 shares 7,911 $377K 0.01% -304 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 9,002 shares; 2025Q1: 8,940 shares; 2025Q2: 8,381 shares; 2025Q3: 6,525 shares; 2025Q4: 5,907 shares 5,907 $377K 0.01% -618 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 16,542 shares; 2025Q1: 16,804 shares; 2025Q2: 17,086 shares; 2025Q3: 17,236 shares; 2025Q4: 17,280 shares 17,280 $377K 0.01% +44 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 9,207 shares; 2025Q1: 4,921 shares; 2025Q2: 4,928 shares; 2025Q3: 6,126 shares; 2025Q4: 7,462 shares 7,462 $375K 0.01% +1,336 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,284 shares; 2024Q4: 14,872 shares; 2025Q1: 6,609 shares; 2025Q2: 5,770 shares; 2025Q3: 5,565 shares; 2025Q4: 5,382 shares 5,382 $375K 0.01% -183 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,501 shares; 2024Q4: 12,567 shares; 2025Q1: 12,294 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,343 shares 7,343 $375K 0.01% new Timeline RSPH 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: 25,869 shares; 2024Q4: 14,707 shares; 2025Q1: 13,506 shares; 2025Q2: 10,446 shares; 2025Q3: 12,980 shares; 2025Q4: 11,716 shares 11,716 $373K 0.01% -1,264 Timeline CPTL 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: 6,633 shares; 2024Q4: 6,633 shares; 2025Q1: 8,052 shares; 2025Q2: 8,077 shares; 2025Q3: 8,444 shares; 2025Q4: 8,521 shares 8,521 $370K 0.01% +77 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,064 shares; 2024Q4: 15,381 shares; 2025Q1: 15,632 shares; 2025Q2: 15,295 shares; 2025Q3: 16,302 shares; 2025Q4: 15,640 shares 15,640 $370K 0.01% -662 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,379 shares; 2025Q2: 13,400 shares; 2025Q3: 12,191 shares; 2025Q4: 14,071 shares 14,071 $368K 0.01% +1,880 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,860 shares; 2024Q4: 37,360 shares; 2025Q1: 58,182 shares; 2025Q2: 57,096 shares; 2025Q3: 55,595 shares; 2025Q4: 58,588 shares 58,588 $368K 0.01% +2,993 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 8,925 shares; 2025Q1: 8,736 shares; 2025Q2: 8,736 shares; 2025Q3: 8,605 shares; 2025Q4: 8,491 shares 8,491 $368K 0.01% -114 Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,160 shares 13,160 $368K 0.01% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 4,047 shares; 2025Q4: 5,732 shares 5,732 $367K 0.01% +1,685 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,192 shares; 2025Q3: 10,150 shares; 2025Q4: 10,197 shares 10,197 $366K 0.01% +47 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 3,441 shares; 2025Q4: 3,317 shares 3,317 $364K 0.01% -124 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: not reported; 2025Q1: 3,801 shares; 2025Q2: 5,899 shares; 2025Q3: 5,382 shares; 2025Q4: 3,460 shares 3,460 $362K 0.01% -1,922 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,203 shares; 2024Q4: 9,838 shares; 2025Q1: 10,437 shares; 2025Q2: 10,587 shares; 2025Q3: 10,829 shares; 2025Q4: 11,589 shares 11,589 $361K 0.01% +760 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,120 shares; 2025Q1: 2,125 shares; 2025Q2: 2,095 shares; 2025Q3: 2,102 shares; 2025Q4: 2,153 shares 2,153 $361K 0.01% +51 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,287 shares; 2025Q3: 10,925 shares; 2025Q4: 3,554 shares 3,554 $357K 0.01% -7,371 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: 5,913 shares; 2024Q4: 6,787 shares; 2025Q1: 6,780 shares; 2025Q2: 6,570 shares; 2025Q3: 6,541 shares; 2025Q4: 6,907 shares 6,907 $356K 0.01% +366 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 2,426 shares; 2025Q1: 2,317 shares; 2025Q2: 1,489 shares; 2025Q3: 1,523 shares; 2025Q4: 1,422 shares 1,422 $356K 0.01% -101 Timeline XFIV 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: not reported; 2025Q2: 6,525 shares; 2025Q3: 7,175 shares; 2025Q4: 7,175 shares 7,175 $355K 0.01% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 12,639 shares 12,639 $355K 0.01% new Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,274 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,827 shares 5,827 $354K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,296 shares; 2025Q1: 2,216 shares; 2025Q2: 2,221 shares; 2025Q3: 1,913 shares; 2025Q4: 1,914 shares 1,914 $353K 0.01% +1 Timeline TDIV 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: 2,655 shares; 2025Q1: 3,326 shares; 2025Q2: 3,252 shares; 2025Q3: 3,541 shares; 2025Q4: 3,631 shares 3,631 $352K 0.01% +90 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: not reported; 2024Q4: 10,418 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares 8,100 $350K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,741 shares; 2025Q4: 22,046 shares 22,046 $350K 0.01% +1,305 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 5,559 shares; 2025Q1: 5,560 shares; 2025Q2: 5,565 shares; 2025Q3: 5,862 shares; 2025Q4: 5,864 shares 5,864 $349K 0.01% +2 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,767 shares; 2025Q3: 19,499 shares; 2025Q4: 19,934 shares 19,934 $349K 0.01% +435 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,300 shares; 2024Q4: 47,900 shares; 2025Q1: 47,900 shares; 2025Q2: 47,000 shares; 2025Q3: 47,000 shares; 2025Q4: 47,000 shares 47,000 $347K 0.01% 0 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,684 shares; 2025Q3: 7,728 shares; 2025Q4: 8,445 shares 8,445 $346K 0.01% +717 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,775 shares; 2024Q4: 19,458 shares; 2025Q1: 19,229 shares; 2025Q2: 19,251 shares; 2025Q3: 18,670 shares; 2025Q4: 19,842 shares 19,842 $344K 0.01% +1,172 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 10,551 shares; 2025Q1: 6,804 shares; 2025Q2: 3,985 shares; 2025Q3: 4,667 shares; 2025Q4: 4,269 shares 4,269 $344K 0.01% -398 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,366 shares; 2025Q1: 4,257 shares; 2025Q2: 5,052 shares; 2025Q3: 5,010 shares; 2025Q4: 5,109 shares 5,109 $344K 0.01% +99 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: 4,854 shares; 2024Q4: 4,781 shares; 2025Q1: 5,113 shares; 2025Q2: 2,715 shares; 2025Q3: 2,399 shares; 2025Q4: 3,216 shares 3,216 $343K 0.01% +817 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 4,462 shares; 2025Q1: 4,381 shares; 2025Q2: 4,185 shares; 2025Q3: 4,278 shares; 2025Q4: 4,415 shares 4,415 $343K 0.01% +137 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: 5,338 shares; 2024Q4: 4,773 shares; 2025Q1: 5,129 shares; 2025Q2: 5,054 shares; 2025Q3: 5,183 shares; 2025Q4: 5,188 shares 5,188 $342K 0.01% +5 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,707 shares; 2025Q3: 8,802 shares; 2025Q4: 12,891 shares 12,891 $342K 0.01% +4,089 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: 9,989 shares; 2024Q4: 9,043 shares; 2025Q1: 8,622 shares; 2025Q2: 8,635 shares; 2025Q3: 8,732 shares; 2025Q4: 8,170 shares 8,170 $341K 0.01% -562 Timeline XTRE 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: not reported; 2025Q2: 6,750 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares 6,850 $341K 0.01% 0 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: 1,047 shares; 2024Q4: 809 shares; 2025Q1: 689 shares; 2025Q2: 755 shares; 2025Q3: 686 shares; 2025Q4: 695 shares 695 $341K 0.01% +9 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,079 shares; 2025Q1: 2,317 shares; 2025Q2: 2,710 shares; 2025Q3: 2,786 shares; 2025Q4: 2,671 shares 2,671 $338K 0.01% -115 Timeline SPGM 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: 4,271 shares; 2024Q4: 4,644 shares; 2025Q1: 4,491 shares; 2025Q2: 4,288 shares; 2025Q3: 4,359 shares; 2025Q4: 4,404 shares 4,404 $338K 0.01% +45 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,257 shares 6,257 $337K 0.01% new 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: 8,458 shares; 2024Q4: 5,900 shares; 2025Q1: 5,864 shares; 2025Q2: 6,015 shares; 2025Q3: 6,411 shares; 2025Q4: 6,247 shares 6,247 $336K 0.01% -164 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,879 shares; 2024Q4: 26,764 shares; 2025Q1: 26,364 shares; 2025Q2: 3,122 shares; 2025Q3: 4,242 shares; 2025Q4: 3,905 shares 3,905 $334K 0.01% -337 Timeline XSHD 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: 25,109 shares; 2025Q1: 21,113 shares; 2025Q2: 21,261 shares; 2025Q3: 25,473 shares; 2025Q4: 25,939 shares 25,939 $332K 0.01% +466 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 5,547 shares; 2025Q4: 5,582 shares 5,582 $332K 0.01% +35 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 3,398 shares; 2025Q1: 2,809 shares; 2025Q2: 2,590 shares; 2025Q3: 2,609 shares; 2025Q4: 3,221 shares 3,221 $330K 0.01% +612 Timeline FMUB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares 6,430 $328K 0.01% new 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: not reported; 2024Q4: 2,241 shares; 2025Q1: not reported; 2025Q2: 2,989 shares; 2025Q3: 2,669 shares; 2025Q4: 2,866 shares 2,866 $320K 0.01% +197 Timeline SCHZ 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: 22,372 shares; 2024Q4: 26,990 shares; 2025Q1: 24,253 shares; 2025Q2: 26,620 shares; 2025Q3: 25,956 shares; 2025Q4: 13,672 shares 13,672 $320K 0.01% -12,284 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 4,126 shares; 2025Q1: 3,510 shares; 2025Q2: 3,207 shares; 2025Q3: 3,067 shares; 2025Q4: 2,202 shares 2,202 $319K 0.01% -865 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 4,804 shares; 2025Q3: 7,273 shares; 2025Q4: 7,252 shares 7,252 $318K 0.01% -21 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,651 shares; 2025Q1: 68,376 shares; 2025Q2: 69,263 shares; 2025Q3: 67,156 shares; 2025Q4: 67,156 shares 67,156 $317K 0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,772 shares 6,772 $317K 0.01% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,941 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,136 shares 3,136 $317K 0.01% +56 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,128 shares; 2025Q1: 1,112 shares; 2025Q2: 1,096 shares; 2025Q3: 1,317 shares; 2025Q4: 1,303 shares 1,303 $317K 0.01% -14 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: 4,775 shares; 2024Q4: 5,229 shares; 2025Q1: 4,527 shares; 2025Q2: 3,166 shares; 2025Q3: 3,140 shares; 2025Q4: 3,252 shares 3,252 $316K 0.01% +112 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 1,934 shares; 2025Q1: 1,357 shares; 2025Q2: 1,333 shares; 2025Q3: 1,913 shares; 2025Q4: 1,743 shares 1,743 $316K 0.01% -170 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,466 shares; 2025Q3: 27,839 shares; 2025Q4: 26,840 shares 26,840 $315K 0.01% -999 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 3,639 shares; 2025Q1: 3,674 shares; 2025Q2: 20,133 shares; 2025Q3: 3,595 shares; 2025Q4: 3,438 shares 3,438 $314K 0.01% -157 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,296 shares; 2025Q1: 13,296 shares; 2025Q2: 13,296 shares; 2025Q3: 13,296 shares; 2025Q4: 13,296 shares 13,296 $314K 0.01% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,214 shares; 2025Q3: 5,239 shares; 2025Q4: 5,324 shares 5,324 $314K 0.01% +85 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 2,947 shares; 2025Q1: 2,465 shares; 2025Q2: 2,479 shares; 2025Q3: 2,372 shares; 2025Q4: 2,426 shares 2,426 $313K 0.01% +54 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 715 shares; 2025Q4: 669 shares 669 $312K 0.01% -46 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,146 shares; 2024Q4: 25,115 shares; 2025Q1: 24,216 shares; 2025Q2: 23,123 shares; 2025Q3: 22,513 shares; 2025Q4: 19,091 shares 19,091 $312K 0.01% -3,422 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 3,487 shares 3,487 $311K 0.01% -515 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: 2,647 shares; 2024Q4: 2,036 shares; 2025Q1: 1,429 shares; 2025Q2: 2,251 shares; 2025Q3: 2,651 shares; 2025Q4: 2,254 shares 2,254 $311K 0.01% -397 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,721 shares; 2025Q4: 13,721 shares 13,721 $310K 0.01% +1,000 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,358 shares 1,358 $309K 0.01% +26 Timeline SPHB 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: 8,823 shares; 2024Q4: 4,273 shares; 2025Q1: 3,636 shares; 2025Q2: 3,379 shares; 2025Q3: 3,175 shares; 2025Q4: 2,630 shares 2,630 $308K 0.01% -545 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,679 shares 11,679 $306K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 2,815 shares; 2025Q1: 2,684 shares; 2025Q2: 2,354 shares; 2025Q3: 2,119 shares; 2025Q4: 2,123 shares 2,123 $306K 0.01% +4 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,000 shares; 2025Q2: 57,261 shares; 2025Q3: 57,220 shares; 2025Q4: 57,220 shares 57,220 $305K 0.01% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,332 shares; 2025Q3: 8,469 shares; 2025Q4: 11,038 shares 11,038 $305K 0.01% +2,569 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 1,843 shares; 2025Q1: 1,755 shares; 2025Q2: 1,536 shares; 2025Q3: 1,556 shares; 2025Q4: 1,649 shares 1,649 $304K 0.01% +93 Timeline KBWP 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: 2,301 shares; 2024Q4: 2,316 shares; 2025Q1: 2,328 shares; 2025Q2: 2,336 shares; 2025Q3: 2,343 shares; 2025Q4: 2,354 shares 2,354 $300K 0.01% +11 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,222 shares; 2025Q1: 7,702 shares; 2025Q2: 8,754 shares; 2025Q3: 6,049 shares; 2025Q4: 5,809 shares 5,809 $299K 0.01% -240 Timeline SPYX 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: 6,138 shares; 2024Q4: 5,764 shares; 2025Q1: 6,036 shares; 2025Q2: 5,558 shares; 2025Q3: 5,334 shares; 2025Q4: 5,310 shares 5,310 $299K 0.01% -24 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,429 shares 1,429 $299K 0.01% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 5,038 shares; 2025Q1: not reported; 2025Q2: 4,907 shares; 2025Q3: 29,769 shares; 2025Q4: 5,244 shares 5,244 $298K 0.01% -24,525 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: 7,662 shares; 2024Q4: 5,953 shares; 2025Q1: 5,523 shares; 2025Q2: 6,065 shares; 2025Q3: 6,783 shares; 2025Q4: 6,405 shares 6,405 $298K 0.01% -378 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,076 shares; 2025Q4: 22,586 shares 22,586 $297K 0.01% +11,510 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,526 shares; 2025Q4: 4,126 shares 4,126 $296K 0.01% +600 Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,984 shares; 2024Q4: 27,745 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,103 shares; 2025Q4: 6,888 shares 6,888 $296K 0.01% -4,215 Timeline XOP 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: 2,199 shares; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 2,268 shares; 2025Q4: 2,322 shares 2,322 $293K 0.01% +54 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 4,192 shares; 2025Q1: 3,805 shares; 2025Q2: 3,763 shares; 2025Q3: 3,946 shares; 2025Q4: 3,929 shares 3,929 $291K 0.01% -17 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 1,501 shares; 2025Q2: 1,524 shares; 2025Q3: 1,632 shares; 2025Q4: 1,659 shares 1,659 $291K 0.01% +27 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,402 shares 8,402 $289K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 6,799 shares; 2025Q1: 6,942 shares; 2025Q2: 6,946 shares; 2025Q3: 5,862 shares; 2025Q4: 5,340 shares 5,340 $289K 0.01% -522 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,362 shares; 2025Q4: 5,064 shares 5,064 $288K 0.01% -298 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: not reported; 2025Q1: 3,258 shares; 2025Q2: 3,245 shares; 2025Q3: 3,221 shares; 2025Q4: 3,308 shares 3,308 $288K 0.01% +87 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,670 shares; 2024Q4: 8,863 shares; 2025Q1: 25,042 shares; 2025Q2: 9,076 shares; 2025Q3: 6,114 shares; 2025Q4: 5,408 shares 5,408 $286K 0.01% -706 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,855 shares; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,061 shares; 2025Q4: 1,764 shares 1,764 $286K 0.01% -297 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 6,213 shares; 2025Q1: 6,142 shares; 2025Q2: 6,167 shares; 2025Q3: 6,023 shares; 2025Q4: 2,190 shares 2,190 $286K 0.01% -3,833 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,298 shares; 2024Q4: 12,079 shares; 2025Q1: 16,337 shares; 2025Q2: 12,161 shares; 2025Q3: 10,614 shares; 2025Q4: 9,346 shares 9,346 $286K 0.01% -1,268 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,916 shares; 2024Q4: 16,753 shares; 2025Q1: 16,542 shares; 2025Q2: 16,616 shares; 2025Q3: 16,245 shares; 2025Q4: 19,673 shares 19,673 $285K 0.01% +3,428 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,855 shares; 2025Q1: not reported; 2025Q2: 5,855 shares; 2025Q3: 5,805 shares; 2025Q4: 5,368 shares 5,368 $285K 0.01% -437 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,622 shares; 2025Q1: 2,568 shares; 2025Q2: 2,564 shares; 2025Q3: 2,565 shares; 2025Q4: 2,514 shares 2,514 $284K 0.01% -51 Timeline LOUP 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: 3,705 shares 3,705 $283K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 222 shares; 2025Q1: 218 shares; 2025Q2: 3,615 shares; 2025Q3: 3,327 shares; 2025Q4: 3,093 shares 3,093 $282K 0.01% -234 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: 989 shares; 2024Q4: 475 shares; 2025Q1: 468 shares; 2025Q2: 440 shares; 2025Q3: 442 shares; 2025Q4: 465 shares 465 $281K 0.01% +23 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR 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: 2,140 shares; 2025Q3: 2,601 shares; 2025Q4: 2,836 shares 2,836 $280K 0.01% +235 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 2,266 shares 2,266 $279K 0.01% -26 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 3,485 shares; 2025Q1: 3,123 shares; 2025Q2: 2,403 shares; 2025Q3: 1,624 shares; 2025Q4: 1,654 shares 1,654 $279K 0.01% +30 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,726 shares; 2024Q4: 13,635 shares; 2025Q1: 12,693 shares; 2025Q2: 12,292 shares; 2025Q3: 12,292 shares; 2025Q4: 12,982 shares 12,982 $278K 0.01% +690 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,919 shares; 2025Q1: 1,933 shares; 2025Q2: 1,979 shares; 2025Q3: 1,945 shares; 2025Q4: 2,041 shares 2,041 $278K 0.01% +96 Timeline SLX 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: 5,767 shares; 2024Q4: 5,554 shares; 2025Q1: 5,059 shares; 2025Q2: 4,773 shares; 2025Q3: 4,727 shares; 2025Q4: 3,270 shares 3,270 $277K 0.01% -1,457 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: 11,140 shares; 2024Q4: 5,235 shares; 2025Q1: 5,725 shares; 2025Q2: 5,375 shares; 2025Q3: 1,705 shares; 2025Q4: 1,521 shares 1,521 $277K 0.01% -184 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,023 shares; 2024Q4: 29,621 shares; 2025Q1: 24,607 shares; 2025Q2: 26,226 shares; 2025Q3: 25,750 shares; 2025Q4: 27,670 shares 27,670 $276K 0.01% +1,920 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 5,738 shares; 2025Q1: 5,773 shares; 2025Q2: 5,884 shares; 2025Q3: 6,495 shares; 2025Q4: 6,324 shares 6,324 $276K 0.01% -171 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: 6,016 shares; 2024Q4: 4,527 shares; 2025Q1: 4,358 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,229 shares 3,229 $275K 0.01% +60 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 3,525 shares; 2025Q1: 3,773 shares; 2025Q2: 3,712 shares; 2025Q3: 3,498 shares; 2025Q4: 3,439 shares 3,439 $273K 0.01% -59 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,568 shares; 2025Q1: 10,150 shares; 2025Q2: not reported; 2025Q3: 9,841 shares; 2025Q4: 12,461 shares 12,461 $273K 0.01% +2,620 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,499 shares; 2025Q4: 9,295 shares 9,295 $272K 0.01% -204 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 778 shares; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 878 shares 878 $271K 0.01% +1 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,755 shares; 2025Q4: 9,469 shares 9,469 $269K 0.01% +1,714 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,955 shares 6,955 $269K 0.01% new Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,725 shares; 2025Q1: 1,799 shares; 2025Q2: 1,754 shares; 2025Q3: 1,739 shares; 2025Q4: 1,783 shares 1,783 $269K 0.01% +44 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,621 shares; 2024Q4: 11,330 shares; 2025Q1: 10,522 shares; 2025Q2: 10,722 shares; 2025Q3: 10,249 shares; 2025Q4: 9,575 shares 9,575 $268K 0.01% -674 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,610 shares; 2025Q3: 6,496 shares; 2025Q4: 6,749 shares 6,749 $268K 0.01% +253 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: 4,650 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 3,950 shares; 2025Q3: 3,200 shares; 2025Q4: 2,700 shares 2,700 $268K 0.01% -500 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 2,629 shares; 2025Q4: 5,080 shares 5,080 $268K 0.01% +2,451 Timeline