VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,172 shares; 2025Q1: 4,565 shares; 2025Q2: 4,397 shares; 2025Q3: 4,821 shares; 2025Q4: 4,852 shares 4,852 $1.45M 0.03% +31 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,158 shares 50,158 $1.45M 0.03% new 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: restricted; 2024Q4: 30,256 shares; 2025Q1: 34,194 shares; 2025Q2: 24,202 shares; 2025Q3: 99,077 shares; 2025Q4: 39,385 shares 39,385 $1.44M 0.03% -59,692 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,120 shares; 2025Q1: 7,994 shares; 2025Q2: 8,407 shares; 2025Q3: 8,539 shares; 2025Q4: 8,274 shares 8,274 $1.44M 0.03% -265 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,503 shares; 2025Q1: 6,655 shares; 2025Q2: 6,744 shares; 2025Q3: 13,803 shares; 2025Q4: 14,074 shares 14,074 $1.44M 0.03% +271 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,941 shares; 2025Q1: 3,867 shares; 2025Q2: 2,843 shares; 2025Q3: 3,027 shares; 2025Q4: 6,861 shares 6,861 $1.43M 0.03% +3,834 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: restricted; 2024Q4: 40,437 shares; 2025Q1: 35,001 shares; 2025Q2: 30,701 shares; 2025Q3: 25,474 shares; 2025Q4: 28,017 shares 28,017 $1.42M 0.03% +2,543 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,904 shares; 2025Q4: 39,483 shares 39,483 $1.42M 0.03% -24,421 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,218 shares; 2025Q1: 4,777 shares; 2025Q2: 4,480 shares; 2025Q3: 6,248 shares; 2025Q4: 6,108 shares 6,108 $1.41M 0.03% -140 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,300 shares 12,300 $1.41M 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,441 shares; 2025Q1: 14,311 shares; 2025Q2: 12,864 shares; 2025Q3: 11,803 shares; 2025Q4: 11,061 shares 11,061 $1.41M 0.03% -742 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,125 shares; 2025Q1: 55,467 shares; 2025Q2: 58,924 shares; 2025Q3: 70,363 shares; 2025Q4: 71,326 shares 71,326 $1.41M 0.03% +963 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,262 shares; 2025Q3: 41,662 shares; 2025Q4: 44,316 shares 44,316 $1.4M 0.03% +2,654 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: restricted; 2024Q4: 14,531 shares; 2025Q1: 11,314 shares; 2025Q2: 17,229 shares; 2025Q3: 20,042 shares; 2025Q4: 28,696 shares 28,696 $1.39M 0.03% +8,654 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,804 shares; 2025Q1: 23,629 shares; 2025Q2: 16,218 shares; 2025Q3: 17,608 shares; 2025Q4: 17,334 shares 17,334 $1.38M 0.03% -274 Timeline PSFF 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: restricted; 2024Q4: 105,202 shares; 2025Q1: 46,971 shares; 2025Q2: 43,185 shares; 2025Q3: 43,058 shares; 2025Q4: 42,452 shares 42,452 $1.37M 0.03% -606 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,706 shares; 2025Q1: 14,190 shares; 2025Q2: 47,692 shares; 2025Q3: 15,286 shares; 2025Q4: 14,235 shares 14,235 $1.37M 0.03% -1,051 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,969 shares; 2025Q1: 6,763 shares; 2025Q2: 5,939 shares; 2025Q3: 6,019 shares; 2025Q4: 6,052 shares 6,052 $1.36M 0.03% +33 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,872 shares; 2025Q1: 8,250 shares; 2025Q2: 31,557 shares; 2025Q3: 34,146 shares; 2025Q4: 29,629 shares 29,629 $1.36M 0.03% -4,517 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,915 shares; 2025Q1: 27,222 shares; 2025Q2: 26,875 shares; 2025Q3: 25,327 shares; 2025Q4: 25,756 shares 25,756 $1.36M 0.03% +429 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,942 shares; 2025Q1: 7,917 shares; 2025Q2: 22,544 shares; 2025Q3: 17,919 shares; 2025Q4: 13,985 shares 13,985 $1.35M 0.03% -3,934 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,920 shares; 2025Q1: 18,183 shares; 2025Q2: 23,176 shares; 2025Q3: 22,987 shares; 2025Q4: 12,304 shares 12,304 $1.34M 0.03% -10,683 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: restricted; 2024Q4: 48,152 shares; 2025Q1: 6,164 shares; 2025Q2: 15,212 shares; 2025Q3: 9,989 shares; 2025Q4: 9,276 shares 9,276 $1.34M 0.03% -713 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,594 shares; 2025Q3: 36,875 shares; 2025Q4: 41,936 shares 41,936 $1.34M 0.03% +5,061 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 101,126 shares; 2025Q2: 46,851 shares; 2025Q3: 49,722 shares; 2025Q4: 39,132 shares 39,132 $1.33M 0.03% -10,590 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,300 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 15,500 shares; 2025Q4: 15,725 shares 15,725 $1.32M 0.03% +225 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,315 shares; 2025Q1: 11,131 shares; 2025Q2: 11,252 shares; 2025Q3: 11,396 shares; 2025Q4: 11,248 shares 11,248 $1.32M 0.03% -148 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,446 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 13,278 shares; 2025Q4: 14,214 shares 14,214 $1.32M 0.03% +936 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,725 shares; 2025Q1: 12,604 shares; 2025Q2: 17,265 shares; 2025Q3: 11,131 shares; 2025Q4: 10,708 shares 10,708 $1.31M 0.03% -423 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,647 shares; 2025Q1: 1,861 shares; 2025Q2: 3,706 shares; 2025Q3: 3,126 shares; 2025Q4: 3,101 shares 3,101 $1.3M 0.03% -25 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,622 shares; 2025Q1: 14,267 shares; 2025Q2: 23,169 shares; 2025Q3: 33,135 shares; 2025Q4: 26,230 shares 26,230 $1.3M 0.03% -6,905 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: restricted; 2024Q4: 8,623 shares; 2025Q1: 12,132 shares; 2025Q2: 23,568 shares; 2025Q3: 25,554 shares; 2025Q4: 25,715 shares 25,715 $1.3M 0.03% +161 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,194 shares; 2025Q1: 16,253 shares; 2025Q2: 16,733 shares; 2025Q3: 18,462 shares; 2025Q4: 12,640 shares 12,640 $1.29M 0.03% -5,822 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: restricted; 2024Q4: 9,687 shares; 2025Q1: 17,345 shares; 2025Q2: 18,604 shares; 2025Q3: 13,254 shares; 2025Q4: 25,039 shares 25,039 $1.29M 0.03% +11,785 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,221 shares; 2025Q1: 57,421 shares; 2025Q2: 57,895 shares; 2025Q3: 57,357 shares; 2025Q4: 59,311 shares 59,311 $1.29M 0.03% +1,954 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 887 shares; 2025Q1: 662 shares; 2025Q2: 714 shares; 2025Q3: 911 shares; 2025Q4: 1,421 shares 1,421 $1.29M 0.03% +510 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,287 shares; 2025Q1: 34,234 shares; 2025Q2: 17,625 shares; 2025Q3: 20,654 shares; 2025Q4: 68,290 shares 68,290 $1.29M 0.03% +47,636 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,336 shares; 2025Q1: 8,408 shares; 2025Q2: 9,308 shares; 2025Q3: 9,658 shares; 2025Q4: 11,163 shares 11,163 $1.28M 0.03% +1,505 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,800 shares; 2025Q1: 17,000 shares; 2025Q2: 39,400 shares; 2025Q3: 39,400 shares; 2025Q4: 39,300 shares 39,300 $1.27M 0.03% -100 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,603 shares; 2025Q1: 18,431 shares; 2025Q2: 18,636 shares; 2025Q3: 18,355 shares; 2025Q4: 18,230 shares 18,230 $1.27M 0.03% -125 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,132 shares; 2025Q4: 5,318 shares 5,318 $1.26M 0.03% -4,814 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: restricted; 2024Q4: 43,769 shares; 2025Q1: 44,964 shares; 2025Q2: 11,516 shares; 2025Q3: 16,654 shares; 2025Q4: 19,312 shares 19,312 $1.25M 0.03% +2,658 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,619 shares; 2025Q1: 117,678 shares; 2025Q2: 105,139 shares; 2025Q3: 114,290 shares; 2025Q4: 96,710 shares 96,710 $1.25M 0.03% -17,580 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,391 shares; 2025Q1: 54,067 shares; 2025Q2: 54,494 shares; 2025Q3: 56,829 shares; 2025Q4: 51,723 shares 51,723 $1.24M 0.03% -5,106 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,953 shares; 2025Q3: 2,561 shares; 2025Q4: 6,666 shares 6,666 $1.24M 0.03% +4,105 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,725 shares; 2025Q3: 25,709 shares; 2025Q4: 34,602 shares 34,602 $1.23M 0.03% +8,893 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,879 shares; 2025Q1: 9,606 shares; 2025Q2: 25,582 shares; 2025Q3: 20,500 shares; 2025Q4: 25,375 shares 25,375 $1.23M 0.03% +4,875 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,005 shares; 2025Q1: 55,875 shares; 2025Q2: 52,424 shares; 2025Q3: 41,239 shares; 2025Q4: 35,839 shares 35,839 $1.23M 0.03% -5,400 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,666 shares; 2025Q1: 7,499 shares; 2025Q2: 8,024 shares; 2025Q3: 15,542 shares; 2025Q4: 10,700 shares 10,700 $1.22M 0.03% -4,842 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,671 shares; 2025Q1: 15,293 shares; 2025Q2: 15,219 shares; 2025Q3: 15,221 shares; 2025Q4: 15,558 shares 15,558 $1.21M 0.03% +337 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,314 shares; 2025Q1: 61,780 shares; 2025Q2: 55,254 shares; 2025Q3: 52,897 shares; 2025Q4: 49,568 shares 49,568 $1.21M 0.03% -3,329 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,311 shares; 2025Q3: 20,916 shares; 2025Q4: 24,124 shares 24,124 $1.21M 0.03% +3,208 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,381 shares; 2025Q3: 145,486 shares; 2025Q4: 132,762 shares 132,762 $1.2M 0.03% -12,724 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,248 shares; 2025Q2: 1,754 shares; 2025Q3: 1,742 shares; 2025Q4: 2,125 shares 2,125 $1.19M 0.03% +383 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,864 shares; 2025Q1: 9,400 shares; 2025Q2: 10,307 shares; 2025Q3: 8,877 shares; 2025Q4: 42,387 shares 42,387 $1.19M 0.03% +33,510 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,261 shares; 2025Q1: 361,695 shares; 2025Q2: 411,096 shares; 2025Q3: 295,063 shares; 2025Q4: 40,239 shares 40,239 $1.19M 0.03% -254,824 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,366 shares 3,366 $1.19M 0.03% new 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: restricted; 2024Q4: 10,910 shares; 2025Q1: 13,711 shares; 2025Q2: 21,014 shares; 2025Q3: 19,695 shares; 2025Q4: 21,402 shares 21,402 $1.19M 0.03% +1,707 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,765 shares; 2025Q1: 10,525 shares; 2025Q2: 11,836 shares; 2025Q3: 13,550 shares; 2025Q4: 14,869 shares 14,869 $1.19M 0.03% +1,319 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,254 shares; 2025Q1: 18,254 shares; 2025Q2: 18,254 shares; 2025Q3: 19,254 shares; 2025Q4: 27,025 shares 27,025 $1.19M 0.03% +7,771 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: restricted; 2024Q4: 22,272 shares; 2025Q1: 17,272 shares; 2025Q2: 17,272 shares; 2025Q3: 17,476 shares; 2025Q4: 24,702 shares 24,702 $1.18M 0.03% +7,226 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: restricted; 2024Q4: 11,304 shares; 2025Q1: 11,333 shares; 2025Q2: 11,002 shares; 2025Q3: 11,163 shares; 2025Q4: 12,661 shares 12,661 $1.18M 0.03% +1,498 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,595 shares; 2025Q1: 15,976 shares; 2025Q2: 16,198 shares; 2025Q3: 17,282 shares; 2025Q4: 21,330 shares 21,330 $1.18M 0.03% +4,048 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,682 shares; 2025Q1: 10,682 shares; 2025Q2: 8,048 shares; 2025Q3: 9,600 shares; 2025Q4: 18,241 shares 18,241 $1.18M 0.03% +8,641 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,924 shares 17,924 $1.17M 0.03% new 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: restricted; 2024Q4: 20,119 shares; 2025Q1: 20,439 shares; 2025Q2: 19,706 shares; 2025Q3: 22,195 shares; 2025Q4: 22,423 shares 22,423 $1.15M 0.03% +228 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,482 shares; 2025Q1: 1,478 shares; 2025Q2: 1,564 shares; 2025Q3: 1,589 shares; 2025Q4: 2,698 shares 2,698 $1.15M 0.03% +1,109 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,881 shares; 2025Q1: 26,789 shares; 2025Q2: 35,022 shares; 2025Q3: 37,661 shares; 2025Q4: 27,789 shares 27,789 $1.15M 0.03% -9,872 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,466 shares; 2025Q1: 25,315 shares; 2025Q2: 18,136 shares; 2025Q3: 19,267 shares; 2025Q4: 23,233 shares 23,233 $1.15M 0.03% +3,966 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,051 shares; 2025Q3: 11,459 shares; 2025Q4: 22,141 shares 22,141 $1.15M 0.03% +10,682 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,999 shares; 2025Q1: 21,304 shares; 2025Q2: 22,304 shares; 2025Q3: 24,656 shares; 2025Q4: 24,656 shares 24,656 $1.14M 0.03% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,836 shares; 2025Q4: 31,236 shares 31,236 $1.14M 0.03% +19,400 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,505 shares; 2025Q1: 21,506 shares; 2025Q2: 16,441 shares; 2025Q3: 15,261 shares; 2025Q4: 21,008 shares 21,008 $1.13M 0.03% +5,747 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: restricted; 2024Q4: 60,148 shares; 2025Q1: 23,523 shares; 2025Q2: 30,507 shares; 2025Q3: 19,723 shares; 2025Q4: 37,061 shares 37,061 $1.13M 0.03% +17,338 Timeline DFII FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,162 shares 63,162 $1.13M 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,780 shares; 2025Q1: 11,001 shares; 2025Q2: 11,404 shares; 2025Q3: 11,866 shares; 2025Q4: 11,695 shares 11,695 $1.13M 0.03% -171 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,011 shares; 2025Q1: 10,190 shares; 2025Q2: 39,333 shares; 2025Q3: 13,955 shares; 2025Q4: 13,170 shares 13,170 $1.12M 0.02% -785 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: restricted; 2024Q4: 24,353 shares; 2025Q1: 22,253 shares; 2025Q2: 23,333 shares; 2025Q3: 23,886 shares; 2025Q4: 20,898 shares 20,898 $1.12M 0.02% -2,988 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,500 shares; 2025Q1: 19,033 shares; 2025Q2: 8,213 shares; 2025Q3: 7,807 shares; 2025Q4: 22,371 shares 22,371 $1.11M 0.02% +14,564 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,700 shares; 2025Q4: 41,000 shares 41,000 $1.11M 0.02% -9,700 Timeline EMQQ 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: restricted; 2024Q4: 10,191 shares; 2025Q1: 10,636 shares; 2025Q2: 16,126 shares; 2025Q3: 18,763 shares; 2025Q4: 27,508 shares 27,508 $1.11M 0.02% +8,745 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,769 shares; 2025Q1: 6,769 shares; 2025Q2: 6,702 shares; 2025Q3: 14,935 shares; 2025Q4: 19,959 shares 19,959 $1.11M 0.02% +5,024 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,846 shares; 2025Q2: 20,359 shares; 2025Q3: 28,943 shares; 2025Q4: 51,443 shares 51,443 $1.1M 0.02% +22,500 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 289 shares; 2025Q4: 907 shares 907 $1.1M 0.02% +618 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,966 shares; 2025Q1: 29,111 shares; 2025Q2: 37,020 shares; 2025Q3: 37,825 shares; 2025Q4: 36,387 shares 36,387 $1.1M 0.02% -1,438 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,059 shares; 2025Q1: 16,337 shares; 2025Q2: 16,331 shares; 2025Q3: 12,300 shares; 2025Q4: 11,379 shares 11,379 $1.1M 0.02% -921 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,670 shares; 2025Q1: 102,765 shares; 2025Q2: 106,926 shares; 2025Q3: 106,154 shares; 2025Q4: 109,488 shares 109,488 $1.09M 0.02% +3,334 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,237 shares; 2025Q1: 58,737 shares; 2025Q2: 58,616 shares; 2025Q3: 62,870 shares; 2025Q4: 62,570 shares 62,570 $1.09M 0.02% -300 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,158 shares; 2025Q1: 88,778 shares; 2025Q2: 90,177 shares; 2025Q3: 86,084 shares; 2025Q4: 79,066 shares 79,066 $1.09M 0.02% -7,018 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: restricted; 2024Q4: 86,521 shares; 2025Q1: 92,224 shares; 2025Q2: 93,222 shares; 2025Q3: 62,802 shares; 2025Q4: 51,975 shares 51,975 $1.08M 0.02% -10,827 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,179 shares; 2025Q1: 89,920 shares; 2025Q2: 37,236 shares; 2025Q3: 24,769 shares; 2025Q4: 26,606 shares 26,606 $1.08M 0.02% +1,837 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,061 shares 16,061 $1.08M 0.02% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,464 shares; 2025Q1: 23,464 shares; 2025Q2: 23,115 shares; 2025Q3: 22,815 shares; 2025Q4: 22,091 shares 22,091 $1.07M 0.02% -724 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,205 shares; 2025Q1: 39,783 shares; 2025Q2: 33,985 shares; 2025Q3: 16,925 shares; 2025Q4: 16,050 shares 16,050 $1.07M 0.02% -875 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,701 shares; 2025Q1: 7,571 shares; 2025Q2: 4,320 shares; 2025Q3: 4,799 shares; 2025Q4: 8,729 shares 8,729 $1.06M 0.02% +3,930 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,409 shares; 2025Q1: 24,729 shares; 2025Q2: 23,279 shares; 2025Q3: 18,474 shares; 2025Q4: 18,200 shares 18,200 $1.06M 0.02% -274 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,629 shares; 2025Q3: 30,623 shares; 2025Q4: 35,912 shares 35,912 $1.06M 0.02% +5,289 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,041 shares; 2025Q1: 16,614 shares; 2025Q2: 17,930 shares; 2025Q3: 19,680 shares; 2025Q4: 34,438 shares 34,438 $1.06M 0.02% +14,758 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,382 shares; 2025Q1: 7,674 shares; 2025Q2: 7,641 shares; 2025Q3: 7,641 shares; 2025Q4: 13,409 shares 13,409 $1.06M 0.02% +5,768 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,514 shares; 2025Q3: 52,514 shares; 2025Q4: 54,600 shares 54,600 $1.05M 0.02% +2,086 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,968 shares; 2025Q1: 3,746 shares; 2025Q2: 5,528 shares; 2025Q3: 5,628 shares; 2025Q4: 5,657 shares 5,657 $1.05M 0.02% +29 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,884 shares; 2025Q1: 3,135 shares; 2025Q2: 3,471 shares; 2025Q3: 3,590 shares; 2025Q4: 3,241 shares 3,241 $1.05M 0.02% -349 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: restricted; 2024Q4: 1,972 shares; 2025Q1: 3,289 shares; 2025Q2: 3,405 shares; 2025Q3: 3,355 shares; 2025Q4: 2,977 shares 2,977 $1.05M 0.02% -378 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,236 shares; 2025Q1: 4,212 shares; 2025Q2: 3,857 shares; 2025Q3: 3,764 shares; 2025Q4: 3,531 shares 3,531 $1.05M 0.02% -233 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,267 shares; 2025Q1: 9,316 shares; 2025Q2: 14,023 shares; 2025Q3: 14,258 shares; 2025Q4: 16,161 shares 16,161 $1.04M 0.02% +1,903 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,347 shares; 2025Q1: 7,249 shares; 2025Q2: 19,389 shares; 2025Q3: 19,963 shares; 2025Q4: 20,525 shares 20,525 $1.04M 0.02% +562 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,104 shares; 2025Q1: 16,931 shares; 2025Q2: 15,810 shares; 2025Q3: 15,023 shares; 2025Q4: 11,569 shares 11,569 $1.03M 0.02% -3,454 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,444 shares; 2025Q1: 10,674 shares; 2025Q2: 16,449 shares; 2025Q3: 15,074 shares; 2025Q4: 20,306 shares 20,306 $1.03M 0.02% +5,232 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,766 shares; 2025Q2: 10,790 shares; 2025Q3: 19,104 shares; 2025Q4: 21,158 shares 21,158 $1.02M 0.02% +2,054 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 5,814 shares 5,814 $1.02M 0.02% +4,386 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,653 shares; 2025Q4: 6,148 shares 6,148 $1.02M 0.02% -505 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,437 shares; 2025Q2: 32,824 shares; 2025Q3: 32,824 shares; 2025Q4: 40,126 shares 40,126 $1.02M 0.02% +7,302 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,877 shares; 2025Q4: 26,724 shares 26,724 $1.01M 0.02% +12,847 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,740 shares; 2025Q4: 17,500 shares 17,500 $1.01M 0.02% +760 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,417 shares 4,417 $1M 0.02% new 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: restricted; 2024Q4: 3,979 shares; 2025Q1: 4,647 shares; 2025Q2: 4,600 shares; 2025Q3: 4,873 shares; 2025Q4: 4,842 shares 4,842 $1M 0.02% -31 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 83,342 shares; 2025Q2: 41,805 shares; 2025Q3: 42,788 shares; 2025Q4: 39,096 shares 39,096 $1M 0.02% -3,692 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,603 shares; 2025Q1: 7,234 shares; 2025Q2: 7,054 shares; 2025Q3: 6,982 shares; 2025Q4: 6,255 shares 6,255 $1M 0.02% -727 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,895 shares; 2025Q2: 15,205 shares; 2025Q3: 13,233 shares; 2025Q4: 12,670 shares 12,670 $998K 0.02% -563 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,381 shares; 2025Q1: 10,897 shares; 2025Q2: 11,528 shares; 2025Q3: 22,253 shares; 2025Q4: 9,500 shares 9,500 $997K 0.02% -12,753 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: restricted; 2024Q4: 12,786 shares; 2025Q1: 13,205 shares; 2025Q2: 13,220 shares; 2025Q3: 14,127 shares; 2025Q4: 13,574 shares 13,574 $997K 0.02% -553 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,517 shares; 2025Q1: 4,339 shares; 2025Q2: 4,286 shares; 2025Q3: 4,423 shares; 2025Q4: 4,739 shares 4,739 $997K 0.02% +316 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,525 shares; 2025Q1: 17,822 shares; 2025Q2: 15,394 shares; 2025Q3: 16,850 shares; 2025Q4: 16,499 shares 16,499 $996K 0.02% -351 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: restricted; 2024Q4: 17,381 shares; 2025Q1: 19,137 shares; 2025Q2: 19,169 shares; 2025Q3: 20,250 shares; 2025Q4: 20,541 shares 20,541 $984K 0.02% +291 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 267 shares; 2025Q1: 278 shares; 2025Q2: 284 shares; 2025Q3: 298 shares; 2025Q4: 290 shares 290 $984K 0.02% -8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,441 shares; 2025Q3: 19,668 shares; 2025Q4: 16,582 shares 16,582 $979K 0.02% -3,086 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,408 shares 100,408 $979K 0.02% new 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: restricted; 2024Q4: 5,175 shares; 2025Q1: 4,969 shares; 2025Q2: 4,793 shares; 2025Q3: 4,618 shares; 2025Q4: 4,668 shares 4,668 $976K 0.02% +50 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: restricted; 2024Q4: 2,175 shares; 2025Q1: 2,328 shares; 2025Q2: 2,458 shares; 2025Q3: 2,773 shares; 2025Q4: 3,876 shares 3,876 $974K 0.02% +1,103 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,438 shares; 2025Q3: 12,478 shares; 2025Q4: 8,408 shares 8,408 $970K 0.02% -4,070 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,460 shares; 2025Q1: 34,178 shares; 2025Q2: 21,268 shares; 2025Q3: 21,268 shares; 2025Q4: 21,940 shares 21,940 $968K 0.02% +672 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,702 shares 21,702 $966K 0.02% new Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 838 shares; 2025Q3: not reported; 2025Q4: 4,355 shares 4,355 $964K 0.02% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,697 shares; 2025Q1: 7,697 shares; 2025Q2: 14,497 shares; 2025Q3: 8,188 shares; 2025Q4: 8,204 shares 8,204 $964K 0.02% +16 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,927 shares; 2025Q1: 17,391 shares; 2025Q2: 15,520 shares; 2025Q3: 18,162 shares; 2025Q4: 18,311 shares 18,311 $960K 0.02% +149 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,189 shares; 2025Q2: 3,458 shares; 2025Q3: 3,649 shares; 2025Q4: 2,553 shares 2,553 $957K 0.02% -1,096 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,021 shares; 2025Q1: 2,015 shares; 2025Q2: 2,110 shares; 2025Q3: 3,173 shares; 2025Q4: 3,250 shares 3,250 $954K 0.02% +77 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,130 shares; 2025Q1: 36,605 shares; 2025Q2: 49,220 shares; 2025Q3: 50,120 shares; 2025Q4: 47,900 shares 47,900 $952K 0.02% -2,220 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,839 shares; 2025Q1: 121,856 shares; 2025Q2: 116,803 shares; 2025Q3: 105,158 shares; 2025Q4: 84,273 shares 84,273 $947K 0.02% -20,885 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: restricted; 2024Q4: 1,238 shares; 2025Q1: 2,273 shares; 2025Q2: 3,728 shares; 2025Q3: 3,776 shares; 2025Q4: 14,716 shares 14,716 $946K 0.02% +10,940 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,576 shares 21,576 $942K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,903 shares; 2025Q3: 23,877 shares; 2025Q4: 18,535 shares 18,535 $936K 0.02% -5,342 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,100 shares; 2025Q3: 15,802 shares; 2025Q4: 17,702 shares 17,702 $936K 0.02% +1,900 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,482 shares 11,482 $934K 0.02% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,424 shares; 2025Q4: 15,524 shares 15,524 $930K 0.02% +9,100 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,951 shares; 2025Q1: 2,625 shares; 2025Q2: 2,835 shares; 2025Q3: 5,610 shares; 2025Q4: 3,322 shares 3,322 $927K 0.02% -2,288 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,411 shares; 2025Q4: 52,382 shares 52,382 $927K 0.02% -29 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,261 shares; 2025Q3: 44,275 shares; 2025Q4: 32,244 shares 32,244 $926K 0.02% -12,031 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,203 shares; 2025Q1: 3,147 shares; 2025Q2: 4,074 shares; 2025Q3: 4,077 shares; 2025Q4: 3,813 shares 3,813 $920K 0.02% -264 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,457 shares; 2025Q1: 28,729 shares; 2025Q2: 28,746 shares; 2025Q3: 28,764 shares; 2025Q4: 35,342 shares 35,342 $919K 0.02% +6,578 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 829 shares; 2025Q1: 1,029 shares; 2025Q2: 1,026 shares; 2025Q3: 989 shares; 2025Q4: 1,187 shares 1,187 $916K 0.02% +198 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,160 shares; 2025Q1: 10,045 shares; 2025Q2: 9,509 shares; 2025Q3: 8,983 shares; 2025Q4: 9,201 shares 9,201 $916K 0.02% +218 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,363 shares; 2025Q1: 9,338 shares; 2025Q2: 9,119 shares; 2025Q3: 31,489 shares; 2025Q4: 24,176 shares 24,176 $916K 0.02% -7,313 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,678 shares; 2025Q1: 2,529 shares; 2025Q2: 2,741 shares; 2025Q3: 2,518 shares; 2025Q4: 2,978 shares 2,978 $912K 0.02% +460 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,035 shares; 2025Q1: 10,992 shares; 2025Q2: 13,012 shares; 2025Q3: 10,636 shares; 2025Q4: 10,634 shares 10,634 $907K 0.02% -2 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,930 shares 17,930 $905K 0.02% new Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,889 shares; 2025Q1: 26,889 shares; 2025Q2: 26,889 shares; 2025Q3: 26,889 shares; 2025Q4: 26,844 shares 26,844 $904K 0.02% -45 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,467 shares; 2025Q1: 2,243 shares; 2025Q2: 2,017 shares; 2025Q3: 2,434 shares; 2025Q4: 1,924 shares 1,924 $904K 0.02% -510 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,765 shares; 2025Q4: 31,755 shares 31,755 $904K 0.02% +23,990 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,824 shares; 2025Q1: 9,368 shares; 2025Q2: 9,440 shares; 2025Q3: 9,880 shares; 2025Q4: 10,476 shares 10,476 $903K 0.02% +596 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: restricted; 2024Q4: 723 shares; 2025Q1: 1,142 shares; 2025Q2: 1,566 shares; 2025Q3: 1,206 shares; 2025Q4: 1,356 shares 1,356 $898K 0.02% +150 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,932 shares; 2025Q1: 26,740 shares; 2025Q2: 23,892 shares; 2025Q3: 17,366 shares; 2025Q4: 15,862 shares 15,862 $898K 0.02% -1,504 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: restricted; 2024Q4: not reported; 2025Q1: 904 shares; 2025Q2: 857 shares; 2025Q3: 1,162 shares; 2025Q4: 1,087 shares 1,087 $892K 0.02% -75 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,304 shares; 2025Q1: 79,782 shares; 2025Q2: 63,015 shares; 2025Q3: 46,882 shares; 2025Q4: 30,912 shares 30,912 $892K 0.02% -15,970 Timeline SEAGATE HDD CAYMAN SEAGATE HDD CAYMAN More: the full row for SEAGATE HDD CAYMAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,387 shares; 2025Q4: 3,234 shares 3,234 $891K 0.02% -1,153 BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 25,452 shares; 2025Q3: 53,699 shares; 2025Q4: 17,844 shares 17,844 $890K 0.02% -35,855 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,000 shares; 2025Q1: 34,724 shares; 2025Q2: 34,724 shares; 2025Q3: 33,724 shares; 2025Q4: 34,751 shares 34,751 $888K 0.02% +1,027 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,329 shares; 2025Q1: 22,315 shares; 2025Q2: 9,287 shares; 2025Q3: 16,097 shares; 2025Q4: 20,628 shares 20,628 $881K 0.02% +4,531 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,336 shares; 2025Q2: 24,477 shares; 2025Q3: 21,519 shares; 2025Q4: 19,072 shares 19,072 $878K 0.02% -2,447 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,535 shares; 2025Q3: 35,535 shares; 2025Q4: 35,035 shares 35,035 $876K 0.02% -500 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,763 shares; 2025Q1: 17,850 shares; 2025Q2: 35,790 shares; 2025Q3: 33,835 shares; 2025Q4: 37,410 shares 37,410 $875K 0.02% +3,575 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,538 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares; 2025Q3: 4,465 shares; 2025Q4: 5,390 shares 5,390 $872K 0.02% +925 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,802 shares; 2025Q1: 25,802 shares; 2025Q2: 21,426 shares; 2025Q3: 17,326 shares; 2025Q4: 17,421 shares 17,421 $869K 0.02% +95 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,297 shares; 2025Q1: 40,271 shares; 2025Q2: 34,149 shares; 2025Q3: 36,939 shares; 2025Q4: 18,544 shares 18,544 $869K 0.02% -18,395 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,496 shares; 2025Q1: 2,494 shares; 2025Q2: 2,926 shares; 2025Q3: 3,039 shares; 2025Q4: 3,212 shares 3,212 $865K 0.02% +173 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: restricted; 2024Q4: 9,886 shares; 2025Q1: 11,792 shares; 2025Q2: 10,900 shares; 2025Q3: 10,992 shares; 2025Q4: 10,718 shares 10,718 $864K 0.02% -274 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,236 shares; 2025Q1: 18,675 shares; 2025Q2: 19,570 shares; 2025Q3: 17,845 shares; 2025Q4: 41,902 shares 41,902 $863K 0.02% +24,057 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: restricted; 2024Q4: 24,983 shares; 2025Q1: 2,730 shares; 2025Q2: 18,476 shares; 2025Q3: 19,084 shares; 2025Q4: 6,688 shares 6,688 $862K 0.02% -12,396 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: restricted; 2024Q4: 1,682 shares; 2025Q1: 2,281 shares; 2025Q2: 3,758 shares; 2025Q3: 3,768 shares; 2025Q4: 4,113 shares 4,113 $859K 0.02% +345 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: restricted; 2024Q4: 25,557 shares; 2025Q1: 27,656 shares; 2025Q2: 25,568 shares; 2025Q3: 20,917 shares; 2025Q4: 28,686 shares 28,686 $857K 0.02% +7,769 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,533 shares 2,533 $856K 0.02% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: 1,598 shares; 2025Q2: 1,380 shares; 2025Q3: 1,807 shares; 2025Q4: 2,664 shares 2,664 $849K 0.02% +857 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,711 shares; 2025Q1: 169,971 shares; 2025Q2: 114,629 shares; 2025Q3: 99,133 shares; 2025Q4: 96,133 shares 96,133 $848K 0.02% -3,000 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,022 shares; 2025Q3: 23,741 shares; 2025Q4: 22,439 shares 22,439 $847K 0.02% -1,302 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,886 shares 22,886 $846K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,137 shares; 2025Q1: 12,766 shares; 2025Q2: 12,159 shares; 2025Q3: 11,389 shares; 2025Q4: 9,017 shares 9,017 $844K 0.02% -2,372 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,925 shares; 2025Q3: 17,998 shares; 2025Q4: 18,516 shares 18,516 $844K 0.02% +518 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,106 shares; 2025Q1: 5,485 shares; 2025Q2: 5,565 shares; 2025Q3: 5,595 shares; 2025Q4: 5,620 shares 5,620 $837K 0.02% +25 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 32,600 shares; 2025Q3: 31,850 shares; 2025Q4: 31,850 shares 31,850 $835K 0.02% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,300 shares; 2025Q1: 47,300 shares; 2025Q2: 44,700 shares; 2025Q3: 42,600 shares; 2025Q4: 39,650 shares 39,650 $834K 0.02% -2,950 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,927 shares; 2025Q1: 53,112 shares; 2025Q2: 57,705 shares; 2025Q3: 57,938 shares; 2025Q4: 21,562 shares 21,562 $832K 0.02% -36,376 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,697 shares; 2025Q1: 4,626 shares; 2025Q2: 17,952 shares; 2025Q3: 21,832 shares; 2025Q4: 6,520 shares 6,520 $831K 0.02% -15,312 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,922 shares; 2025Q1: 2,887 shares; 2025Q2: 3,563 shares; 2025Q3: 4,342 shares; 2025Q4: 4,289 shares 4,289 $830K 0.02% -53 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,272 shares; 2025Q4: 8,272 shares 8,272 $829K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,645 shares; 2025Q1: 28,423 shares; 2025Q2: 26,962 shares; 2025Q3: 23,970 shares; 2025Q4: 22,859 shares 22,859 $829K 0.02% -1,111 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,021 shares; 2025Q1: 4,321 shares; 2025Q2: 5,571 shares; 2025Q3: 5,771 shares; 2025Q4: 11,008 shares 11,008 $826K 0.02% +5,237 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,325 shares; 2025Q1: 18,500 shares; 2025Q2: 18,380 shares; 2025Q3: 17,050 shares; 2025Q4: 14,970 shares 14,970 $826K 0.02% -2,080 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,492 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares 3,442 $825K 0.02% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,179 shares; 2025Q1: 9,189 shares; 2025Q2: 2,138 shares; 2025Q3: 11,067 shares; 2025Q4: 5,447 shares 5,447 $819K 0.02% -5,620 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,065 shares; 2025Q3: 88,699 shares; 2025Q4: 36,506 shares 36,506 $819K 0.02% -52,193 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,503 shares; 2025Q1: 5,586 shares; 2025Q2: 5,509 shares; 2025Q3: 6,012 shares; 2025Q4: 7,983 shares 7,983 $819K 0.02% +1,971 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,913 shares; 2025Q1: 8,913 shares; 2025Q2: 8,913 shares; 2025Q3: 8,913 shares; 2025Q4: 19,585 shares 19,585 $818K 0.02% +10,672 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,824 shares; 2025Q1: 13,859 shares; 2025Q2: 13,859 shares; 2025Q3: 15,044 shares; 2025Q4: 17,100 shares 17,100 $800K 0.02% +2,056 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,436 shares; 2025Q1: 24,422 shares; 2025Q2: 20,417 shares; 2025Q3: 19,422 shares; 2025Q4: 20,379 shares 20,379 $797K 0.02% +957 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,666 shares; 2025Q1: 9,851 shares; 2025Q2: 9,694 shares; 2025Q3: 11,919 shares; 2025Q4: 4,930 shares 4,930 $795K 0.02% -6,989 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: restricted; 2024Q4: 27,425 shares; 2025Q1: 27,084 shares; 2025Q2: 25,459 shares; 2025Q3: 25,884 shares; 2025Q4: 20,858 shares 20,858 $795K 0.02% -5,026 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,771 shares; 2025Q3: 36,142 shares; 2025Q4: 46,587 shares 46,587 $792K 0.02% +10,445 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,314 shares; 2025Q1: 46,770 shares; 2025Q2: 26,264 shares; 2025Q3: 9,695 shares; 2025Q4: 8,538 shares 8,538 $792K 0.02% -1,157 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,698 shares; 2025Q3: 5,045 shares; 2025Q4: 10,960 shares 10,960 $787K 0.02% +5,915 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,101 shares; 2025Q1: 46,575 shares; 2025Q2: 44,231 shares; 2025Q3: 40,406 shares; 2025Q4: 40,440 shares 40,440 $783K 0.02% +34 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,470 shares; 2025Q1: 19,470 shares; 2025Q2: 19,541 shares; 2025Q3: 19,843 shares; 2025Q4: 19,843 shares 19,843 $776K 0.02% 0 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,935 shares; 2025Q1: 40,253 shares; 2025Q2: 40,805 shares; 2025Q3: 42,555 shares; 2025Q4: 44,555 shares 44,555 $776K 0.02% +2,000 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,866 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,990 shares; 2025Q4: 27,576 shares 27,576 $774K 0.02% +20,586 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,733 shares; 2025Q1: 9,374 shares; 2025Q2: 9,316 shares; 2025Q3: 9,316 shares; 2025Q4: 9,316 shares 9,316 $773K 0.02% 0 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: restricted; 2024Q4: 16,797 shares; 2025Q1: 16,797 shares; 2025Q2: 17,132 shares; 2025Q3: 19,183 shares; 2025Q4: 17,822 shares 17,822 $771K 0.02% -1,361 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: restricted; 2024Q4: 7,784 shares; 2025Q1: 6,756 shares; 2025Q2: 6,682 shares; 2025Q3: 6,709 shares; 2025Q4: 7,706 shares 7,706 $770K 0.02% +997 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,409 shares; 2025Q1: 91,276 shares; 2025Q2: 72,828 shares; 2025Q3: 65,726 shares; 2025Q4: 55,250 shares 55,250 $769K 0.02% -10,476 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,038 shares; 2025Q1: 2,132 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,651 shares 2,651 $765K 0.02% +504 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,315 shares; 2025Q1: 21,805 shares; 2025Q2: 22,689 shares; 2025Q3: 13,881 shares; 2025Q4: 13,066 shares 13,066 $763K 0.02% -815 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,009 shares; 2025Q1: 8,966 shares; 2025Q2: 10,313 shares; 2025Q3: 14,473 shares; 2025Q4: 16,026 shares 16,026 $762K 0.02% +1,553 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,810 shares; 2025Q1: 75,911 shares; 2025Q2: 79,435 shares; 2025Q3: 86,681 shares; 2025Q4: 93,673 shares 93,673 $760K 0.02% +6,992 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,284 shares 130,284 $760K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,221 shares; 2025Q2: 2,883 shares; 2025Q3: 3,945 shares; 2025Q4: 5,872 shares 5,872 $758K 0.02% +1,927 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: restricted; 2024Q4: 8,549 shares; 2025Q1: 13,538 shares; 2025Q2: 20,388 shares; 2025Q3: 20,388 shares; 2025Q4: 21,803 shares 21,803 $758K 0.02% +1,415 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,615 shares; 2025Q1: 11,850 shares; 2025Q2: 12,475 shares; 2025Q3: 12,909 shares; 2025Q4: 18,753 shares 18,753 $757K 0.02% +5,844 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,332 shares; 2025Q1: 6,285 shares; 2025Q2: 8,212 shares; 2025Q3: 8,468 shares; 2025Q4: 8,307 shares 8,307 $756K 0.02% -161 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,358 shares; 2025Q2: 8,661 shares; 2025Q3: 9,511 shares; 2025Q4: 11,263 shares 11,263 $754K 0.02% +1,752 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,610 shares 8,610 $752K 0.02% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,313 shares; 2025Q1: 5,763 shares; 2025Q2: 6,427 shares; 2025Q3: 6,522 shares; 2025Q4: 7,191 shares 7,191 $748K 0.02% +669 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,787 shares; 2025Q1: 11,433 shares; 2025Q2: 10,903 shares; 2025Q3: 10,787 shares; 2025Q4: 9,805 shares 9,805 $744K 0.02% -982 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,017 shares; 2025Q1: 7,407 shares; 2025Q2: 7,206 shares; 2025Q3: 7,116 shares; 2025Q4: 7,830 shares 7,830 $742K 0.02% +714 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,239 shares; 2025Q1: 7,757 shares; 2025Q2: 8,682 shares; 2025Q3: 18,453 shares; 2025Q4: 18,436 shares 18,436 $741K 0.02% -17 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: restricted; 2024Q4: 29,582 shares; 2025Q1: 16,069 shares; 2025Q2: 11,553 shares; 2025Q3: 9,083 shares; 2025Q4: 9,277 shares 9,277 $740K 0.02% +194 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,847 shares; 2025Q1: 12,330 shares; 2025Q2: 12,733 shares; 2025Q3: 10,279 shares; 2025Q4: 10,648 shares 10,648 $739K 0.02% +369 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,997 shares; 2025Q1: 109,282 shares; 2025Q2: 110,389 shares; 2025Q3: 110,879 shares; 2025Q4: 94,308 shares 94,308 $738K 0.02% -16,571 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,742 shares; 2025Q1: 7,923 shares; 2025Q2: 9,076 shares; 2025Q3: 6,302 shares; 2025Q4: 5,428 shares 5,428 $737K 0.02% -874 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,227 shares; 2025Q1: 77,061 shares; 2025Q2: 69,387 shares; 2025Q3: 110,965 shares; 2025Q4: 50,414 shares 50,414 $737K 0.02% -60,551 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,575 shares; 2025Q1: 28,836 shares; 2025Q2: 28,258 shares; 2025Q3: 29,264 shares; 2025Q4: 26,689 shares 26,689 $734K 0.02% -2,575 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,140 shares; 2025Q1: 7,231 shares; 2025Q2: 7,231 shares; 2025Q3: 7,875 shares; 2025Q4: 8,688 shares 8,688 $732K 0.02% +813 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,502 shares; 2025Q1: 4,718 shares; 2025Q2: 4,735 shares; 2025Q3: 6,915 shares; 2025Q4: 5,805 shares 5,805 $731K 0.02% -1,110 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,010 shares 38,010 $728K 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,221 shares; 2025Q2: 6,562 shares; 2025Q3: 5,168 shares; 2025Q4: 4,291 shares 4,291 $727K 0.02% -877 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: 4,743 shares; 2025Q4: 4,715 shares 4,715 $723K 0.02% -28 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,528 shares; 2025Q1: 15,344 shares; 2025Q2: 15,446 shares; 2025Q3: 15,316 shares; 2025Q4: 15,316 shares 15,316 $722K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,506 shares; 2025Q1: 6,394 shares; 2025Q2: 6,664 shares; 2025Q3: 6,680 shares; 2025Q4: 6,548 shares 6,548 $722K 0.02% -132 Timeline ECOW 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: restricted; 2024Q4: 38,808 shares; 2025Q1: 38,132 shares; 2025Q2: 31,086 shares; 2025Q3: 24,172 shares; 2025Q4: 29,532 shares 29,532 $721K 0.02% +5,360 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,316 shares; 2025Q1: 59,566 shares; 2025Q2: 59,666 shares; 2025Q3: 72,280 shares; 2025Q4: 72,280 shares 72,280 $716K 0.02% 0 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: restricted; 2024Q4: 2,347 shares; 2025Q1: 2,490 shares; 2025Q2: 2,753 shares; 2025Q3: 2,758 shares; 2025Q4: 3,221 shares 3,221 $716K 0.02% +463 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,535 shares; 2025Q4: 4,113 shares 4,113 $716K 0.02% +2,578 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,459 shares; 2025Q1: 1,809 shares; 2025Q2: 1,796 shares; 2025Q3: 1,927 shares; 2025Q4: 3,475 shares 3,475 $712K 0.02% +1,548 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,827 shares; 2025Q1: 2,740 shares; 2025Q2: 2,367 shares; 2025Q3: 2,532 shares; 2025Q4: 3,571 shares 3,571 $710K 0.02% +1,039 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,580 shares; 2025Q4: 20,765 shares 20,765 $706K 0.02% -2,815 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 4,379 shares; 2025Q3: 4,453 shares; 2025Q4: 4,188 shares 4,188 $705K 0.02% -265 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,640 shares; 2025Q2: not reported; 2025Q3: 7,760 shares; 2025Q4: 13,779 shares 13,779 $702K 0.02% +6,019 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,330 shares 14,330 $698K 0.02% new Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,100 shares; 2025Q1: 57,100 shares; 2025Q2: 50,100 shares; 2025Q3: 49,500 shares; 2025Q4: 45,500 shares 45,500 $696K 0.02% -4,000 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: restricted; 2024Q4: 3,214 shares; 2025Q1: 8,329 shares; 2025Q2: 5,583 shares; 2025Q3: 5,225 shares; 2025Q4: 3,405 shares 3,405 $691K 0.02% -1,820 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,395 shares; 2025Q1: 4,443 shares; 2025Q2: 4,135 shares; 2025Q3: 4,018 shares; 2025Q4: 4,240 shares 4,240 $690K 0.02% +222 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,136 shares 33,136 $689K 0.02% new Timeline LKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,496 shares; 2025Q1: 12,019 shares; 2025Q2: 16,229 shares; 2025Q3: 16,079 shares; 2025Q4: 16,154 shares 16,154 $686K 0.02% +75 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,554 shares; 2025Q1: 8,700 shares; 2025Q2: 8,687 shares; 2025Q3: 9,870 shares; 2025Q4: 9,997 shares 9,997 $685K 0.02% +127 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,142 shares; 2025Q1: 15,375 shares; 2025Q2: 6,189 shares; 2025Q3: 5,827 shares; 2025Q4: 5,197 shares 5,197 $684K 0.02% -630 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,019 shares; 2025Q1: 1,995 shares; 2025Q2: 1,630 shares; 2025Q3: 2,028 shares; 2025Q4: 2,204 shares 2,204 $684K 0.02% +176 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,405 shares; 2025Q1: 12,365 shares; 2025Q2: 12,461 shares; 2025Q3: 12,506 shares; 2025Q4: 12,334 shares 12,334 $673K 0.02% -172 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,918 shares; 2025Q3: 6,708 shares; 2025Q4: 6,832 shares 6,832 $673K 0.02% +124 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,821 shares; 2025Q1: 6,829 shares; 2025Q2: 5,863 shares; 2025Q3: 7,689 shares; 2025Q4: 7,689 shares 7,689 $666K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,971 shares; 2025Q1: 12,025 shares; 2025Q2: 10,583 shares; 2025Q3: 9,593 shares; 2025Q4: 8,987 shares 8,987 $662K 0.01% -606 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: restricted; 2024Q4: 3,685 shares; 2025Q1: 3,273 shares; 2025Q2: 3,276 shares; 2025Q3: 2,853 shares; 2025Q4: 3,167 shares 3,167 $658K 0.01% +314 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,144 shares; 2025Q4: 15,067 shares 15,067 $658K 0.01% +5,923 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,457 shares; 2025Q2: 11,906 shares; 2025Q3: 14,853 shares; 2025Q4: 28,170 shares 28,170 $657K 0.01% +13,317 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,918 shares; 2025Q4: 13,942 shares 13,942 $656K 0.01% +2,024 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,513 shares; 2025Q1: 13,513 shares; 2025Q2: 14,788 shares; 2025Q3: 13,321 shares; 2025Q4: 13,048 shares 13,048 $653K 0.01% -273 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 513,747 shares; 2025Q1: 135,155 shares; 2025Q2: 16,351 shares; 2025Q3: 18,564 shares; 2025Q4: 19,609 shares 19,609 $647K 0.01% +1,045 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,040 shares; 2025Q1: 90,940 shares; 2025Q2: 88,366 shares; 2025Q3: 85,767 shares; 2025Q4: 69,694 shares 69,694 $647K 0.01% -16,073 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,580 shares 13,580 $646K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,931 shares; 2025Q4: 9,931 shares 9,931 $646K 0.01% 0 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,387 shares; 2025Q1: 26,826 shares; 2025Q2: 29,820 shares; 2025Q3: 29,983 shares; 2025Q4: 32,305 shares 32,305 $643K 0.01% +2,322 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares 1,796 $641K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,648 shares; 2025Q1: 9,236 shares; 2025Q2: 9,219 shares; 2025Q3: 14,704 shares; 2025Q4: 14,257 shares 14,257 $640K 0.01% -447 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,967 shares 11,967 $639K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,612 shares; 2025Q1: 1,801 shares; 2025Q2: 1,924 shares; 2025Q3: 2,021 shares; 2025Q4: 1,845 shares 1,845 $636K 0.01% -176 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,855 shares; 2025Q1: 68,995 shares; 2025Q2: 51,757 shares; 2025Q3: 38,145 shares; 2025Q4: 32,449 shares 32,449 $635K 0.01% -5,696 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 11,731 shares; 2025Q4: 6,895 shares 6,895 $634K 0.01% -4,836 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,286 shares; 2025Q1: 20,207 shares; 2025Q2: 20,111 shares; 2025Q3: 19,714 shares; 2025Q4: 25,892 shares 25,892 $631K 0.01% +6,178 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,007 shares 2,007 $629K 0.01% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,764 shares; 2025Q4: 19,884 shares 19,884 $629K 0.01% +12,120 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,692 shares; 2025Q1: 21,025 shares; 2025Q2: 26,256 shares; 2025Q3: 32,069 shares; 2025Q4: 16,310 shares 16,310 $626K 0.01% -15,759 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,207 shares; 2025Q1: 18,572 shares; 2025Q2: 19,280 shares; 2025Q3: 15,846 shares; 2025Q4: 12,453 shares 12,453 $623K 0.01% -3,393 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 8,554 shares; 2025Q4: 8,382 shares 8,382 $623K 0.01% -172 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,558 shares; 2025Q1: 23,812 shares; 2025Q2: 22,696 shares; 2025Q3: 22,696 shares; 2025Q4: 17,831 shares 17,831 $622K 0.01% -4,865 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,561 shares; 2025Q1: 19,800 shares; 2025Q2: 17,451 shares; 2025Q3: 17,451 shares; 2025Q4: 18,291 shares 18,291 $621K 0.01% +840 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,022 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,314 shares 4,314 $619K 0.01% new Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,640 shares; 2025Q1: 52,515 shares; 2025Q2: 52,415 shares; 2025Q3: 66,390 shares; 2025Q4: 66,390 shares 66,390 $617K 0.01% 0 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: restricted; 2024Q4: 6,072 shares; 2025Q1: 6,207 shares; 2025Q2: 9,439 shares; 2025Q3: 9,736 shares; 2025Q4: 10,366 shares 10,366 $617K 0.01% +630 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,811 shares; 2025Q1: 13,811 shares; 2025Q2: 12,520 shares; 2025Q3: 14,160 shares; 2025Q4: 14,097 shares 14,097 $616K 0.01% -63 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: restricted; 2024Q4: 1,237 shares; 2025Q1: 1,041 shares; 2025Q2: 924 shares; 2025Q3: 923 shares; 2025Q4: 1,018 shares 1,018 $616K 0.01% +95 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,519 shares; 2025Q3: 11,599 shares; 2025Q4: 13,610 shares 13,610 $615K 0.01% +2,011 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,400 shares; 2025Q1: 24,400 shares; 2025Q2: 24,400 shares; 2025Q3: 21,400 shares; 2025Q4: 23,900 shares 23,900 $615K 0.01% +2,500 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,385 shares; 2025Q4: 7,212 shares 7,212 $615K 0.01% +1,827 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares 4,082 $613K 0.01% new 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: restricted; 2024Q4: 4,021 shares; 2025Q1: 2,939 shares; 2025Q2: 3,660 shares; 2025Q3: 4,306 shares; 2025Q4: 4,438 shares 4,438 $612K 0.01% +132 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,399 shares; 2025Q1: 4,255 shares; 2025Q2: 4,644 shares; 2025Q3: 5,650 shares; 2025Q4: 6,281 shares 6,281 $611K 0.01% +631 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,503 shares; 2025Q1: 7,714 shares; 2025Q2: 5,104 shares; 2025Q3: 5,762 shares; 2025Q4: 6,231 shares 6,231 $609K 0.01% +469 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: restricted; 2024Q4: 1,832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,893 shares 5,893 $606K 0.01% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,531 shares; 2025Q1: 8,716 shares; 2025Q2: 10,716 shares; 2025Q3: 12,408 shares; 2025Q4: 15,498 shares 15,498 $604K 0.01% +3,090 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,622 shares; 2025Q4: 30,523 shares 30,523 $602K 0.01% +13,901 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,904 shares; 2025Q4: 11,952 shares 11,952 $601K 0.01% +3,048 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 630 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $601K 0.01% 0 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,575 shares 22,575 $601K 0.01% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,064 shares 17,064 $600K 0.01% new Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,955 shares; 2025Q1: 6,455 shares; 2025Q2: 7,755 shares; 2025Q3: 8,255 shares; 2025Q4: 8,255 shares 8,255 $599K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,052 shares; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: not reported; 2025Q4: 4,206 shares 4,206 $598K 0.01% new 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: restricted; 2024Q4: 12,103 shares; 2025Q1: 12,720 shares; 2025Q2: 12,154 shares; 2025Q3: 12,526 shares; 2025Q4: 14,475 shares 14,475 $598K 0.01% +1,949 Timeline IMST BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,377 shares 47,377 $598K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,344 shares; 2025Q1: 1,928 shares; 2025Q2: 2,072 shares; 2025Q3: 2,218 shares; 2025Q4: 2,275 shares 2,275 $597K 0.01% +57 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,445 shares; 2025Q1: 13,498 shares; 2025Q2: 12,643 shares; 2025Q3: 13,238 shares; 2025Q4: 13,759 shares 13,759 $595K 0.01% +521 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,753 shares; 2025Q1: 4,627 shares; 2025Q2: 5,220 shares; 2025Q3: 5,015 shares; 2025Q4: 8,435 shares 8,435 $594K 0.01% +3,420 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,920 shares; 2025Q1: 25,753 shares; 2025Q2: 19,567 shares; 2025Q3: 11,537 shares; 2025Q4: 9,112 shares 9,112 $593K 0.01% -2,425 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,081 shares; 2025Q2: not reported; 2025Q3: 4,051 shares; 2025Q4: 4,919 shares 4,919 $592K 0.01% +868 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,941 shares; 2025Q1: 5,836 shares; 2025Q2: 6,469 shares; 2025Q3: 8,853 shares; 2025Q4: 11,400 shares 11,400 $591K 0.01% +2,547 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,301 shares; 2025Q1: 46,190 shares; 2025Q2: 46,430 shares; 2025Q3: 46,667 shares; 2025Q4: 45,849 shares 45,849 $591K 0.01% -818 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: restricted; 2024Q4: 2,016 shares; 2025Q1: 2,298 shares; 2025Q2: 3,419 shares; 2025Q3: 1,807 shares; 2025Q4: 2,866 shares 2,866 $589K 0.01% +1,059 Timeline LQDH 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: restricted; 2024Q4: 5,805 shares; 2025Q1: 5,805 shares; 2025Q2: 5,805 shares; 2025Q3: 6,194 shares; 2025Q4: 6,298 shares 6,298 $588K 0.01% +104 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,956 shares; 2025Q1: 2,765 shares; 2025Q2: 2,363 shares; 2025Q3: 2,293 shares; 2025Q4: 2,336 shares 2,336 $586K 0.01% +43 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: restricted; 2024Q4: 6,435 shares; 2025Q1: 8,388 shares; 2025Q2: 11,088 shares; 2025Q3: 11,056 shares; 2025Q4: 13,207 shares 13,207 $586K 0.01% +2,151 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: restricted; 2024Q4: 43,174 shares; 2025Q1: 43,432 shares; 2025Q2: 12,082 shares; 2025Q3: 14,285 shares; 2025Q4: 14,731 shares 14,731 $583K 0.01% +446 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,189 shares; 2025Q3: 30,628 shares; 2025Q4: 8,359 shares 8,359 $583K 0.01% -22,269 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,120 shares; 2025Q1: 2,289 shares; 2025Q2: 2,401 shares; 2025Q3: 2,474 shares; 2025Q4: 2,816 shares 2,816 $582K 0.01% +342 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,955 shares; 2025Q1: 19,626 shares; 2025Q2: 12,830 shares; 2025Q3: 12,826 shares; 2025Q4: 13,341 shares 13,341 $582K 0.01% +515 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,195 shares; 2025Q1: 1,106 shares; 2025Q2: 1,060 shares; 2025Q3: 1,190 shares; 2025Q4: 1,240 shares 1,240 $579K 0.01% +50 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,490 shares; 2025Q1: 16,490 shares; 2025Q2: 16,490 shares; 2025Q3: 19,460 shares; 2025Q4: 16,460 shares 16,460 $579K 0.01% -3,000 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,013 shares; 2025Q1: 3,504 shares; 2025Q2: 4,200 shares; 2025Q3: 6,100 shares; 2025Q4: 8,016 shares 8,016 $578K 0.01% +1,916 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,867 shares; 2025Q1: 9,025 shares; 2025Q2: 10,999 shares; 2025Q3: 10,745 shares; 2025Q4: 11,080 shares 11,080 $578K 0.01% +335 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,863 shares 15,863 $577K 0.01% new Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,331 shares 15,331 $576K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,163 shares; 2025Q1: 20,875 shares; 2025Q2: 20,281 shares; 2025Q3: 25,968 shares; 2025Q4: 21,139 shares 21,139 $575K 0.01% -4,829 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,723 shares; 2025Q4: 33,935 shares 33,935 $574K 0.01% +12,212 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,372 shares 11,372 $573K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,443 shares; 2025Q1: 2,337 shares; 2025Q2: 2,246 shares; 2025Q3: 2,540 shares; 2025Q4: 2,228 shares 2,228 $573K 0.01% -312 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,755 shares; 2025Q4: 6,863 shares 6,863 $573K 0.01% +2,108 Timeline BBP ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,623 shares; 2025Q1: 6,773 shares; 2025Q2: 7,108 shares; 2025Q3: 7,128 shares; 2025Q4: 7,163 shares 7,163 $572K 0.01% +35 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,382 shares; 2025Q1: 15,382 shares; 2025Q2: 18,435 shares; 2025Q3: 20,435 shares; 2025Q4: 20,251 shares 20,251 $571K 0.01% -184 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,591 shares; 2025Q3: 7,986 shares; 2025Q4: 7,488 shares 7,488 $568K 0.01% -498 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: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,240 shares; 2025Q2: 1,964 shares; 2025Q3: 1,956 shares; 2025Q4: 2,084 shares 2,084 $565K 0.01% +128 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: restricted; 2024Q4: not reported; 2025Q1: 16,861 shares; 2025Q2: 13,085 shares; 2025Q3: 16,585 shares; 2025Q4: 16,884 shares 16,884 $565K 0.01% +299 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,369 shares; 2025Q1: 11,049 shares; 2025Q2: 11,371 shares; 2025Q3: 12,403 shares; 2025Q4: 20,644 shares 20,644 $563K 0.01% +8,241 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,308 shares 8,308 $562K 0.01% new Timeline PSMO 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: restricted; 2024Q4: 18,180 shares; 2025Q1: 18,180 shares; 2025Q2: 18,180 shares; 2025Q3: 18,180 shares; 2025Q4: 18,180 shares 18,180 $559K 0.01% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,555 shares 2,555 $558K 0.01% new Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,396 shares 3,396 $558K 0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,128 shares; 2025Q3: 4,943 shares; 2025Q4: 6,587 shares 6,587 $558K 0.01% +1,644 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,901 shares; 2025Q3: 27,040 shares; 2025Q4: 25,169 shares 25,169 $557K 0.01% -1,871 Timeline INDS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,784 shares; 2025Q3: 16,758 shares; 2025Q4: 15,191 shares 15,191 $557K 0.01% -1,567 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,121 shares; 2025Q1: 2,085 shares; 2025Q2: 2,088 shares; 2025Q3: 2,010 shares; 2025Q4: 1,783 shares 1,783 $557K 0.01% -227 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,579 shares; 2025Q1: 5,483 shares; 2025Q2: 5,270 shares; 2025Q3: 5,445 shares; 2025Q4: 4,911 shares 4,911 $554K 0.01% -534 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,029 shares; 2025Q1: 10,656 shares; 2025Q2: 10,973 shares; 2025Q3: 10,656 shares; 2025Q4: 10,236 shares 10,236 $551K 0.01% -420 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: restricted; 2024Q4: 6,164 shares; 2025Q1: 2,937 shares; 2025Q2: 7,028 shares; 2025Q3: 7,377 shares; 2025Q4: 2,685 shares 2,685 $551K 0.01% -4,692 Timeline BTR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,779 shares; 2025Q3: 21,176 shares; 2025Q4: 21,712 shares 21,712 $550K 0.01% +536 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,950 shares 11,950 $549K 0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,646 shares; 2025Q1: 7,246 shares; 2025Q2: 7,189 shares; 2025Q3: 7,800 shares; 2025Q4: 13,482 shares 13,482 $546K 0.01% +5,682 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,347 shares; 2025Q1: 10,234 shares; 2025Q2: 9,827 shares; 2025Q3: 10,014 shares; 2025Q4: 10,116 shares 10,116 $546K 0.01% +102 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,678 shares 6,678 $545K 0.01% new 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: restricted; 2024Q4: 5,047 shares; 2025Q1: 5,447 shares; 2025Q2: 5,932 shares; 2025Q3: 7,149 shares; 2025Q4: 7,540 shares 7,540 $543K 0.01% +391 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,812 shares; 2025Q1: 9,035 shares; 2025Q2: 8,795 shares; 2025Q3: 8,759 shares; 2025Q4: 12,028 shares 12,028 $543K 0.01% +3,269 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,471 shares; 2025Q3: 15,261 shares; 2025Q4: 14,507 shares 14,507 $542K 0.01% -754 Timeline BSR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,900 shares; 2025Q3: 18,000 shares; 2025Q4: 18,455 shares 18,455 $540K 0.01% +455 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,573 shares; 2025Q2: 5,661 shares; 2025Q3: 6,715 shares; 2025Q4: 7,058 shares 7,058 $539K 0.01% +343 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,809 shares; 2025Q3: not reported; 2025Q4: 7,800 shares 7,800 $538K 0.01% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,844 shares; 2025Q3: 4,095 shares; 2025Q4: 4,109 shares 4,109 $537K 0.01% +14 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,817 shares; 2025Q3: 20,237 shares; 2025Q4: 20,500 shares 20,500 $536K 0.01% +263 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: restricted; 2024Q4: 4,309 shares; 2025Q1: 2,548 shares; 2025Q2: 3,077 shares; 2025Q3: 3,155 shares; 2025Q4: 3,862 shares 3,862 $532K 0.01% +707 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,851 shares 17,851 $532K 0.01% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,282 shares; 2025Q1: 52,921 shares; 2025Q2: 16,882 shares; 2025Q3: 14,719 shares; 2025Q4: 11,597 shares 11,597 $532K 0.01% -3,122 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,351 shares; 2025Q1: 23,615 shares; 2025Q2: 24,150 shares; 2025Q3: 24,123 shares; 2025Q4: 23,825 shares 23,825 $529K 0.01% -298 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,639 shares 3,639 $529K 0.01% new 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: restricted; 2024Q4: 14,952 shares; 2025Q1: 14,956 shares; 2025Q2: 9,672 shares; 2025Q3: 7,653 shares; 2025Q4: 6,409 shares 6,409 $526K 0.01% -1,244 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,955 shares; 2025Q1: 2,905 shares; 2025Q2: 2,800 shares; 2025Q3: 2,603 shares; 2025Q4: 2,607 shares 2,607 $525K 0.01% +4 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,261 shares; 2025Q1: 17,047 shares; 2025Q2: 16,971 shares; 2025Q3: 18,726 shares; 2025Q4: 19,753 shares 19,753 $525K 0.01% +1,027 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,682 shares; 2025Q1: 1,812 shares; 2025Q2: 1,774 shares; 2025Q3: 1,712 shares; 2025Q4: 1,801 shares 1,801 $520K 0.01% +89 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,623 shares; 2025Q1: 5,701 shares; 2025Q2: 5,209 shares; 2025Q3: 5,217 shares; 2025Q4: 5,034 shares 5,034 $519K 0.01% -183 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 57,836 shares; 2025Q2: 46,294 shares; 2025Q3: 22,749 shares; 2025Q4: 16,969 shares 16,969 $519K 0.01% -5,780 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,800 shares; 2025Q4: 26,100 shares 26,100 $519K 0.01% +5,300 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,552 shares; 2025Q1: 57,775 shares; 2025Q2: 79,475 shares; 2025Q3: 61,892 shares; 2025Q4: 41,892 shares 41,892 $519K 0.01% -20,000 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,893 shares; 2025Q4: 1,866 shares 1,866 $519K 0.01% -27 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,008 shares; 2025Q1: 4,481 shares; 2025Q2: 4,260 shares; 2025Q3: 4,278 shares; 2025Q4: 4,455 shares 4,455 $514K 0.01% +177 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,353 shares; 2025Q1: 32,353 shares; 2025Q2: 33,086 shares; 2025Q3: 33,802 shares; 2025Q4: 36,758 shares 36,758 $514K 0.01% +2,956 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,461 shares 7,461 $513K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,573 shares; 2025Q1: 58,807 shares; 2025Q2: 56,632 shares; 2025Q3: 53,562 shares; 2025Q4: 53,649 shares 53,649 $511K 0.01% +87 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,062 shares; 2025Q1: 5,657 shares; 2025Q2: 4,649 shares; 2025Q3: 4,944 shares; 2025Q4: 4,202 shares 4,202 $511K 0.01% -742 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,006 shares; 2025Q3: 5,562 shares; 2025Q4: 6,624 shares 6,624 $510K 0.01% +1,062 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,264 shares 23,264 $510K 0.01% new Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,227 shares; 2025Q1: 13,659 shares; 2025Q2: 22,215 shares; 2025Q3: 22,005 shares; 2025Q4: 21,836 shares 21,836 $510K 0.01% -169 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,439 shares; 2025Q3: 9,425 shares; 2025Q4: 8,067 shares 8,067 $504K 0.01% -1,358 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,891 shares; 2025Q1: 23,338 shares; 2025Q2: 17,995 shares; 2025Q3: 15,710 shares; 2025Q4: 14,472 shares 14,472 $503K 0.01% -1,238 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,067 shares 4,067 $501K 0.01% new Timeline DUKZ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,072 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,810 shares 19,810 $501K 0.01% new Timeline PSCX 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: restricted; 2024Q4: 17,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,356 shares; 2025Q4: 16,118 shares 16,118 $500K 0.01% +7,762 Timeline SCAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,000 shares; 2025Q2: 18,850 shares; 2025Q3: 16,350 shares; 2025Q4: 13,850 shares 13,850 $500K 0.01% -2,500 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,920 shares; 2025Q3: 16,120 shares; 2025Q4: 16,970 shares 16,970 $498K 0.01% +850 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $498K 0.01% new Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,707 shares; 2025Q1: 5,443 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,413 shares 5,413 $497K 0.01% -30 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,778 shares; 2025Q1: 5,792 shares; 2025Q2: 13,772 shares; 2025Q3: 11,438 shares; 2025Q4: 12,377 shares 12,377 $497K 0.01% +939 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,264 shares; 2025Q1: 28,068 shares; 2025Q2: 30,306 shares; 2025Q3: 26,350 shares; 2025Q4: 20,675 shares 20,675 $497K 0.01% -5,675 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,353 shares; 2025Q1: 12,875 shares; 2025Q2: 15,098 shares; 2025Q3: 15,296 shares; 2025Q4: 15,232 shares 15,232 $495K 0.01% -64 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 2,962 shares; 2025Q4: 1,735 shares 1,735 $492K 0.01% -1,227 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,259 shares; 2025Q1: 12,009 shares; 2025Q2: 12,763 shares; 2025Q3: 12,859 shares; 2025Q4: 12,820 shares 12,820 $491K 0.01% -39 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,576 shares; 2025Q1: 8,576 shares; 2025Q2: 7,592 shares; 2025Q3: 7,615 shares; 2025Q4: 7,625 shares 7,625 $491K 0.01% +10 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: restricted; 2024Q4: 1,016 shares; 2025Q1: 1,076 shares; 2025Q2: 1,009 shares; 2025Q3: 1,095 shares; 2025Q4: 1,156 shares 1,156 $488K 0.01% +61 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,659 shares; 2025Q4: 18,671 shares 18,671 $487K 0.01% +5,012 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,236 shares; 2025Q1: 6,153 shares; 2025Q2: 6,335 shares; 2025Q3: 6,357 shares; 2025Q4: 9,064 shares 9,064 $487K 0.01% +2,707 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,585 shares; 2025Q1: 4,879 shares; 2025Q2: 3,675 shares; 2025Q3: 3,682 shares; 2025Q4: 6,159 shares 6,159 $486K 0.01% +2,477 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,311 shares; 2025Q2: 11,472 shares; 2025Q3: 14,037 shares; 2025Q4: 11,223 shares 11,223 $486K 0.01% -2,814 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,983 shares; 2025Q1: 10,855 shares; 2025Q2: 10,322 shares; 2025Q3: 9,911 shares; 2025Q4: 9,959 shares 9,959 $486K 0.01% +48 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,268 shares; 2025Q4: 23,606 shares 23,606 $485K 0.01% -3,662 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 9,108 shares; 2025Q4: 11,089 shares 11,089 $485K 0.01% +1,981 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,645 shares; 2025Q1: 2,339 shares; 2025Q2: 1,346 shares; 2025Q3: 1,191 shares; 2025Q4: 1,069 shares 1,069 $485K 0.01% -122 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 6,294 shares; 2025Q2: 6,782 shares; 2025Q3: 6,158 shares; 2025Q4: 6,156 shares 6,156 $484K 0.01% -2 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,177 shares; 2025Q1: 3,286 shares; 2025Q2: 3,986 shares; 2025Q3: 3,866 shares; 2025Q4: 2,886 shares 2,886 $483K 0.01% -980 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,915 shares 8,915 $482K 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,727 shares; 2025Q1: 4,368 shares; 2025Q2: 5,295 shares; 2025Q3: 4,858 shares; 2025Q4: 4,218 shares 4,218 $480K 0.01% -640 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,912 shares; 2025Q1: 9,548 shares; 2025Q2: 8,802 shares; 2025Q3: 9,074 shares; 2025Q4: 5,994 shares 5,994 $480K 0.01% -3,080 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,844 shares; 2025Q4: 15,681 shares 15,681 $479K 0.01% -163 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: restricted; 2024Q4: 1,370 shares; 2025Q1: 1,109 shares; 2025Q2: 886 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares 1,072 $478K 0.01% 0 ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,458 shares 16,458 $478K 0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares 3,850 $478K 0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,149 shares; 2025Q1: 5,778 shares; 2025Q2: 5,883 shares; 2025Q3: 5,397 shares; 2025Q4: 5,349 shares 5,349 $477K 0.01% -48 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,614 shares; 2025Q3: not reported; 2025Q4: 16,930 shares 16,930 $477K 0.01% new Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,537 shares 3,537 $474K 0.01% new Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,302 shares 20,302 $473K 0.01% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 17,600 shares; 2025Q3: 17,600 shares; 2025Q4: 17,600 shares 17,600 $472K 0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,831 shares; 2025Q1: 38,359 shares; 2025Q2: 38,960 shares; 2025Q3: 20,667 shares; 2025Q4: 20,252 shares 20,252 $472K 0.01% -415 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,337 shares; 2025Q1: 2,338 shares; 2025Q2: 4,421 shares; 2025Q3: 4,351 shares; 2025Q4: 4,741 shares 4,741 $471K 0.01% +390 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 924 shares; 2025Q1: 1,062 shares; 2025Q2: 3,909 shares; 2025Q3: 1,995 shares; 2025Q4: 1,724 shares 1,724 $471K 0.01% -271 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 765 shares; 2025Q2: 762 shares; 2025Q3: 753 shares; 2025Q4: 1,033 shares 1,033 $469K 0.01% +280 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,831 shares 9,831 $468K 0.01% new Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: 7,699 shares 7,699 $468K 0.01% +3,198 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,392 shares; 2025Q3: 11,534 shares; 2025Q4: 11,930 shares 11,930 $467K 0.01% +396 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,575 shares; 2025Q1: 19,725 shares; 2025Q2: 31,025 shares; 2025Q3: 34,621 shares; 2025Q4: 35,312 shares 35,312 $466K 0.01% +691 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,501 shares; 2025Q1: 5,062 shares; 2025Q2: 3,794 shares; 2025Q3: 3,784 shares; 2025Q4: 4,552 shares 4,552 $466K 0.01% +768 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,538 shares; 2025Q1: 3,086 shares; 2025Q2: 3,510 shares; 2025Q3: 3,699 shares; 2025Q4: 2,136 shares 2,136 $464K 0.01% -1,563 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,092 shares; 2025Q1: 7,502 shares; 2025Q2: 4,422 shares; 2025Q3: 4,422 shares; 2025Q4: 3,722 shares 3,722 $464K 0.01% -700 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,848 shares; 2025Q1: 7,219 shares; 2025Q2: 7,296 shares; 2025Q3: 7,276 shares; 2025Q4: 6,776 shares 6,776 $463K 0.01% -500 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,759 shares 28,759 $463K 0.01% new 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: restricted; 2024Q4: 3,027 shares; 2025Q1: 3,029 shares; 2025Q2: 2,892 shares; 2025Q3: 3,167 shares; 2025Q4: 3,049 shares 3,049 $461K 0.01% -118 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,203 shares; 2025Q4: 9,203 shares 9,203 $461K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,584 shares; 2025Q2: 2,821 shares; 2025Q3: 2,472 shares; 2025Q4: 1,761 shares 1,761 $457K 0.01% -711 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,800 shares; 2025Q3: 39,300 shares; 2025Q4: 39,650 shares 39,650 $456K 0.01% +350 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,029 shares; 2025Q1: 28,490 shares; 2025Q2: 28,605 shares; 2025Q3: 34,072 shares; 2025Q4: 35,120 shares 35,120 $455K 0.01% +1,048 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: restricted; 2024Q4: 31,666 shares; 2025Q1: 42,566 shares; 2025Q2: 42,233 shares; 2025Q3: 42,333 shares; 2025Q4: 43,333 shares 43,333 $454K 0.01% +1,000 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,209 shares; 2025Q2: 12,704 shares; 2025Q3: 16,430 shares; 2025Q4: 21,070 shares 21,070 $453K 0.01% +4,640 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,757 shares; 2025Q1: 28,652 shares; 2025Q2: 42,339 shares; 2025Q3: 44,355 shares; 2025Q4: 13,764 shares 13,764 $452K 0.01% -30,591 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,092 shares; 2025Q1: 21,926 shares; 2025Q2: 21,374 shares; 2025Q3: 19,926 shares; 2025Q4: 23,034 shares 23,034 $451K 0.01% +3,108 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,163 shares 5,163 $450K 0.01% new Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,268 shares; 2025Q1: 49,768 shares; 2025Q2: 59,958 shares; 2025Q3: 59,958 shares; 2025Q4: 59,958 shares 59,958 $450K 0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,106 shares; 2025Q1: 25,647 shares; 2025Q2: 26,118 shares; 2025Q3: 25,313 shares; 2025Q4: 23,461 shares 23,461 $449K 0.01% -1,852 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,868 shares; 2025Q2: 7,228 shares; 2025Q3: 7,385 shares; 2025Q4: 7,535 shares 7,535 $449K 0.01% +150 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,650 shares; 2025Q1: 11,841 shares; 2025Q2: 11,041 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares 10,850 $447K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,550 shares 7,550 $446K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,832 shares; 2025Q1: 5,080 shares; 2025Q2: 4,652 shares; 2025Q3: 4,887 shares; 2025Q4: 4,827 shares 4,827 $444K 0.01% -60 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,021 shares; 2025Q2: 12,501 shares; 2025Q3: 15,564 shares; 2025Q4: 20,150 shares 20,150 $443K 0.01% +4,586 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,401 shares; 2025Q1: 20,832 shares; 2025Q2: 21,078 shares; 2025Q3: 20,556 shares; 2025Q4: 24,505 shares 24,505 $440K 0.01% +3,949 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,039 shares; 2025Q1: 16,076 shares; 2025Q2: 16,082 shares; 2025Q3: 16,088 shares; 2025Q4: 16,064 shares 16,064 $439K 0.01% -24 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,650 shares; 2025Q3: 16,725 shares; 2025Q4: 20,175 shares 20,175 $437K 0.01% +3,450 Timeline HDMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,223 shares; 2025Q3: 9,981 shares; 2025Q4: 12,280 shares 12,280 $434K 0.01% +2,299 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,589 shares; 2025Q2: 6,589 shares; 2025Q3: not reported; 2025Q4: 11,926 shares 11,926 $433K 0.01% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,578 shares; 2025Q1: 19,176 shares; 2025Q2: 18,886 shares; 2025Q3: 19,307 shares; 2025Q4: 21,794 shares 21,794 $430K 0.01% +2,487 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,697 shares; 2025Q1: 52,067 shares; 2025Q2: 66,723 shares; 2025Q3: 60,737 shares; 2025Q4: 31,437 shares 31,437 $430K 0.01% -29,300 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,582 shares; 2025Q1: 7,582 shares; 2025Q2: 7,582 shares; 2025Q3: 7,582 shares; 2025Q4: 7,582 shares 7,582 $429K 0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,577 shares; 2025Q1: not reported; 2025Q2: 4,256 shares; 2025Q3: 6,188 shares; 2025Q4: 5,093 shares 5,093 $429K 0.01% -1,095 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,316 shares; 2025Q4: 16,116 shares 16,116 $428K 0.01% +800 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: restricted; 2024Q4: 14,964 shares; 2025Q1: 5,445 shares; 2025Q2: 4,204 shares; 2025Q3: 3,458 shares; 2025Q4: 3,816 shares 3,816 $427K 0.01% +358 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,152 shares 5,152 $425K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,567 shares; 2025Q1: 13,731 shares; 2025Q2: 11,858 shares; 2025Q3: 8,611 shares; 2025Q4: 5,762 shares 5,762 $424K 0.01% -2,849 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,670 shares; 2025Q1: 29,294 shares; 2025Q2: 29,848 shares; 2025Q3: 26,666 shares; 2025Q4: 9,149 shares 9,149 $424K 0.01% -17,517 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,952 shares; 2025Q3: 22,129 shares; 2025Q4: 24,196 shares 24,196 $423K 0.01% +2,067 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,970 shares 7,970 $423K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,921 shares; 2025Q1: 3,881 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,853 shares 3,853 $422K 0.01% -123 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,261 shares; 2025Q1: 8,076 shares; 2025Q2: 2,537 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares 2,543 $422K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,786 shares; 2025Q1: 4,559 shares; 2025Q2: 4,928 shares; 2025Q3: 4,999 shares; 2025Q4: 4,831 shares 4,831 $421K 0.01% -168 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,427 shares; 2025Q1: 22,055 shares; 2025Q2: 22,222 shares; 2025Q3: 26,932 shares; 2025Q4: 27,192 shares 27,192 $420K 0.01% +260 Timeline PALC 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: restricted; 2024Q4: 10,026 shares; 2025Q1: 10,230 shares; 2025Q2: 8,361 shares; 2025Q3: 8,082 shares; 2025Q4: 8,047 shares 8,047 $420K 0.01% -35 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,124 shares; 2025Q1: 11,931 shares; 2025Q2: 13,871 shares; 2025Q3: 13,394 shares; 2025Q4: 11,839 shares 11,839 $420K 0.01% -1,555 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,626 shares; 2025Q2: 12,085 shares; 2025Q3: 15,032 shares; 2025Q4: 18,529 shares 18,529 $419K 0.01% +3,497 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,603 shares; 2025Q1: 12,350 shares; 2025Q2: 10,053 shares; 2025Q3: 10,856 shares; 2025Q4: 10,736 shares 10,736 $416K 0.01% -120 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,392 shares; 2025Q1: 31,344 shares; 2025Q2: 18,481 shares; 2025Q3: 17,703 shares; 2025Q4: 19,571 shares 19,571 $415K 0.01% +1,868 Timeline FLAO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,578 shares 14,578 $414K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,207 shares; 2025Q1: 3,928 shares; 2025Q2: 2,899 shares; 2025Q3: 2,332 shares; 2025Q4: 3,157 shares 3,157 $414K 0.01% +825 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,507 shares; 2025Q1: 12,507 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares; 2025Q4: 13,625 shares 13,625 $413K 0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,509 shares; 2025Q1: 19,783 shares; 2025Q2: 20,868 shares; 2025Q3: 19,641 shares; 2025Q4: 21,923 shares 21,923 $413K 0.01% +2,282 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,508 shares 21,508 $413K 0.01% new 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: restricted; 2024Q4: 7,133 shares; 2025Q1: 14,133 shares; 2025Q2: 17,133 shares; 2025Q3: 15,633 shares; 2025Q4: 10,133 shares 10,133 $413K 0.01% -5,500 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,999 shares; 2025Q1: 2,054 shares; 2025Q2: 2,687 shares; 2025Q3: 3,072 shares; 2025Q4: 3,015 shares 3,015 $410K 0.01% -57 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,180 shares; 2025Q1: 13,580 shares; 2025Q2: 13,255 shares; 2025Q3: 12,155 shares; 2025Q4: 11,726 shares 11,726 $410K 0.01% -429 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,847 shares; 2025Q3: 4,892 shares; 2025Q4: 3,244 shares 3,244 $410K 0.01% -1,648 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,691 shares; 2025Q1: 3,161 shares; 2025Q2: 3,541 shares; 2025Q3: 3,718 shares; 2025Q4: 3,769 shares 3,769 $409K 0.01% +51 Timeline PTMC 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: restricted; 2024Q4: not reported; 2025Q1: 5,904 shares; 2025Q2: 9,538 shares; 2025Q3: 9,500 shares; 2025Q4: 11,476 shares 11,476 $409K 0.01% +1,976 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,238 shares; 2025Q1: 7,598 shares; 2025Q2: 7,424 shares; 2025Q3: 7,411 shares; 2025Q4: 9,471 shares 9,471 $409K 0.01% +2,060 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,625 shares; 2025Q1: 8,625 shares; 2025Q2: 8,625 shares; 2025Q3: 8,625 shares; 2025Q4: 8,625 shares 8,625 $408K 0.01% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,692 shares 5,692 $408K 0.01% new Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,012 shares; 2025Q1: 14,773 shares; 2025Q2: 14,833 shares; 2025Q3: 15,537 shares; 2025Q4: 16,855 shares 16,855 $408K 0.01% +1,318 Timeline