HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 18,461 shares; 2025Q1: 37,179 shares; 2025Q2: 54,839 shares; 2025Q3: 85,809 shares; 2025Q4: 121,343 shares 121,343 $8.06M 0.03% +35,534 Timeline DSEP 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: 161,424 shares; 2024Q4: 169,445 shares; 2025Q1: 142,667 shares; 2025Q2: 155,028 shares; 2025Q3: 179,812 shares; 2025Q4: 179,095 shares 179,095 $8.04M 0.03% -717 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,721 shares; 2024Q4: 135,563 shares; 2025Q1: 140,289 shares; 2025Q2: 190,758 shares; 2025Q3: 199,391 shares; 2025Q4: 230,807 shares 230,807 $8.04M 0.03% +31,416 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,852 shares; 2025Q2: 214,308 shares; 2025Q3: 305,051 shares; 2025Q4: 468,367 shares 468,367 $7.97M 0.03% +163,316 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,784 shares; 2024Q4: 283,959 shares; 2025Q1: 261,123 shares; 2025Q2: 306,929 shares; 2025Q3: 247,571 shares; 2025Q4: 244,265 shares 244,265 $7.95M 0.03% -3,306 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,584 shares; 2024Q4: 26,333 shares; 2025Q1: 28,262 shares; 2025Q2: 30,853 shares; 2025Q3: 36,131 shares; 2025Q4: 36,153 shares 36,153 $7.93M 0.03% +22 Timeline ROAM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,827 shares 271,827 $7.92M 0.03% new Timeline NEWZ 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: 123,645 shares; 2024Q4: 231,749 shares; 2025Q1: 283,881 shares; 2025Q2: 291,878 shares; 2025Q3: 290,897 shares; 2025Q4: 291,197 shares 291,197 $7.91M 0.03% +300 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,254 shares; 2025Q2: 13,462 shares; 2025Q3: 56,405 shares; 2025Q4: 63,641 shares 63,641 $7.9M 0.03% +7,236 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: 91,290 shares; 2024Q4: 93,968 shares; 2025Q1: 90,959 shares; 2025Q2: 96,551 shares; 2025Q3: 94,339 shares; 2025Q4: 99,944 shares 99,944 $7.89M 0.03% +5,605 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: 317,669 shares; 2024Q4: 313,805 shares; 2025Q1: 431,950 shares; 2025Q2: 444,967 shares; 2025Q3: 452,660 shares; 2025Q4: 235,073 shares 235,073 $7.86M 0.03% -217,587 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: 56,782 shares; 2024Q4: 69,567 shares; 2025Q1: 65,769 shares; 2025Q2: 75,901 shares; 2025Q3: 91,462 shares; 2025Q4: 106,917 shares 106,917 $7.86M 0.03% +15,455 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: 596,962 shares; 2024Q4: 611,891 shares; 2025Q1: 617,606 shares; 2025Q2: 187,200 shares; 2025Q3: 140,727 shares; 2025Q4: 242,435 shares 242,435 $7.84M 0.03% +101,708 Timeline GMAR 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: 161,154 shares; 2024Q4: 158,627 shares; 2025Q1: 156,308 shares; 2025Q2: 173,104 shares; 2025Q3: 159,522 shares; 2025Q4: 191,037 shares 191,037 $7.82M 0.03% +31,515 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,754 shares; 2024Q4: 45,855 shares; 2025Q1: 49,750 shares; 2025Q2: 55,885 shares; 2025Q3: 64,158 shares; 2025Q4: 86,793 shares 86,793 $7.81M 0.03% +22,635 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688,461 shares; 2024Q4: 648,082 shares; 2025Q1: 639,954 shares; 2025Q2: 764,833 shares; 2025Q3: 801,429 shares; 2025Q4: 593,564 shares 593,564 $7.79M 0.03% -207,865 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,824 shares; 2024Q4: 43,121 shares; 2025Q1: 44,092 shares; 2025Q2: 49,086 shares; 2025Q3: 53,403 shares; 2025Q4: 72,754 shares 72,754 $7.76M 0.03% +19,351 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,360 shares; 2025Q1: 16,510 shares; 2025Q2: 31,290 shares; 2025Q3: 34,418 shares; 2025Q4: 247,434 shares 247,434 $7.7M 0.03% +213,016 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,878 shares; 2024Q4: 178,756 shares; 2025Q1: 153,678 shares; 2025Q2: 167,984 shares; 2025Q3: 188,374 shares; 2025Q4: 201,896 shares 201,896 $7.68M 0.03% +13,522 Timeline IVOG 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: 62,899 shares; 2024Q4: 61,407 shares; 2025Q1: 61,969 shares; 2025Q2: 64,516 shares; 2025Q3: 62,275 shares; 2025Q4: 63,772 shares 63,772 $7.67M 0.03% +1,497 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: 92,287 shares; 2024Q4: 27,622 shares; 2025Q1: 24,381 shares; 2025Q2: 19,301 shares; 2025Q3: 25,827 shares; 2025Q4: 28,145 shares 28,145 $7.63M 0.03% +2,318 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,608 shares; 2024Q4: 38,345 shares; 2025Q1: 28,130 shares; 2025Q2: 30,924 shares; 2025Q3: 45,626 shares; 2025Q4: 56,422 shares 56,422 $7.62M 0.03% +10,796 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: 33,793 shares; 2024Q4: 41,932 shares; 2025Q1: 57,918 shares; 2025Q2: 67,441 shares; 2025Q3: 160,731 shares; 2025Q4: 168,889 shares 168,889 $7.58M 0.03% +8,158 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: 16,167 shares; 2024Q4: 13,353 shares; 2025Q1: 11,150 shares; 2025Q2: 11,053 shares; 2025Q3: 19,890 shares; 2025Q4: 17,670 shares 17,670 $7.53M 0.03% -2,220 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,836 shares; 2024Q4: 71,138 shares; 2025Q1: 70,516 shares; 2025Q2: 73,517 shares; 2025Q3: 72,236 shares; 2025Q4: 74,468 shares 74,468 $7.52M 0.03% +2,232 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,802 shares; 2025Q1: 20,933 shares; 2025Q2: 26,038 shares; 2025Q3: 32,011 shares; 2025Q4: 443,742 shares 443,742 $7.51M 0.03% +411,731 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,880 shares; 2025Q1: 73,301 shares; 2025Q2: 91,885 shares; 2025Q3: 99,624 shares; 2025Q4: 100,322 shares 100,322 $7.49M 0.03% +698 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 35,661 shares; 2025Q1: 57,498 shares; 2025Q2: 58,697 shares; 2025Q3: 72,945 shares; 2025Q4: 56,362 shares 56,362 $7.48M 0.03% -16,583 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: 125,229 shares; 2024Q4: 138,968 shares; 2025Q1: 156,530 shares; 2025Q2: 126,696 shares; 2025Q3: 108,252 shares; 2025Q4: 146,850 shares 146,850 $7.47M 0.03% +38,598 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,168 shares; 2024Q4: 127,565 shares; 2025Q1: 152,418 shares; 2025Q2: 111,563 shares; 2025Q3: 156,687 shares; 2025Q4: 158,818 shares 158,818 $7.47M 0.03% +2,131 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,308 shares; 2024Q4: 66,936 shares; 2025Q1: 61,688 shares; 2025Q2: 103,008 shares; 2025Q3: 152,207 shares; 2025Q4: 171,217 shares 171,217 $7.45M 0.03% +19,010 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: 27,355 shares; 2024Q4: 27,842 shares; 2025Q1: 26,736 shares; 2025Q2: 26,101 shares; 2025Q3: 24,383 shares; 2025Q4: 23,971 shares 23,971 $7.44M 0.03% -412 Timeline FSEP 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: 141,813 shares; 2024Q4: 167,643 shares; 2025Q1: 163,001 shares; 2025Q2: 143,410 shares; 2025Q3: 139,729 shares; 2025Q4: 143,973 shares 143,973 $7.42M 0.03% +4,244 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,095 shares; 2024Q4: 56,107 shares; 2025Q1: 56,691 shares; 2025Q2: 56,333 shares; 2025Q3: 58,062 shares; 2025Q4: 167,997 shares 167,997 $7.41M 0.03% +109,935 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,003 shares; 2024Q4: 193,768 shares; 2025Q1: 165,025 shares; 2025Q2: 162,290 shares; 2025Q3: 158,688 shares; 2025Q4: 144,685 shares 144,685 $7.4M 0.03% -14,003 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: 172,638 shares; 2024Q4: 84,759 shares; 2025Q1: 77,340 shares; 2025Q2: 73,853 shares; 2025Q3: 99,811 shares; 2025Q4: 78,888 shares 78,888 $7.38M 0.03% -20,923 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: 134,170 shares; 2024Q4: 160,002 shares; 2025Q1: 160,035 shares; 2025Q2: 132,133 shares; 2025Q3: 113,711 shares; 2025Q4: 98,269 shares 98,269 $7.38M 0.03% -15,442 Timeline FIXD 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: 538,829 shares; 2024Q4: 498,755 shares; 2025Q1: 232,077 shares; 2025Q2: 219,408 shares; 2025Q3: 163,598 shares; 2025Q4: 165,867 shares 165,867 $7.35M 0.03% +2,269 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: 108,354 shares; 2024Q4: 125,106 shares; 2025Q1: 103,683 shares; 2025Q2: 101,957 shares; 2025Q3: 98,369 shares; 2025Q4: 90,358 shares 90,358 $7.35M 0.03% -8,011 Timeline DFGP 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: 43,759 shares; 2024Q4: 74,378 shares; 2025Q1: 79,277 shares; 2025Q2: 84,687 shares; 2025Q3: 100,534 shares; 2025Q4: 134,627 shares 134,627 $7.28M 0.03% +34,093 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: 144,085 shares; 2024Q4: 129,812 shares; 2025Q1: 119,407 shares; 2025Q2: 127,654 shares; 2025Q3: 123,651 shares; 2025Q4: 128,047 shares 128,047 $7.25M 0.03% +4,396 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 8,029 shares; 2025Q1: 7,680 shares; 2025Q2: 8,590 shares; 2025Q3: 10,749 shares; 2025Q4: 13,076 shares 13,076 $7.23M 0.03% +2,327 Timeline GMAY 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: 125,772 shares; 2024Q4: 128,520 shares; 2025Q1: 119,335 shares; 2025Q2: 169,304 shares; 2025Q3: 157,535 shares; 2025Q4: 174,886 shares 174,886 $7.22M 0.03% +17,351 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,299 shares 110,299 $7.21M 0.03% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,618 shares; 2024Q4: 114,230 shares; 2025Q1: 108,868 shares; 2025Q2: 111,850 shares; 2025Q3: 124,345 shares; 2025Q4: 126,038 shares 126,038 $7.19M 0.03% +1,693 Timeline EMMF 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: 40,357 shares; 2024Q4: 67,452 shares; 2025Q1: 175,111 shares; 2025Q2: 220,945 shares; 2025Q3: 249,412 shares; 2025Q4: 227,181 shares 227,181 $7.17M 0.03% -22,231 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,071 shares; 2024Q4: 49,831 shares; 2025Q1: 25,602 shares; 2025Q2: 26,979 shares; 2025Q3: 53,417 shares; 2025Q4: 53,640 shares 53,640 $7.16M 0.03% +223 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,165 shares; 2024Q4: 319,755 shares; 2025Q1: 291,151 shares; 2025Q2: 163,451 shares; 2025Q3: 202,460 shares; 2025Q4: 206,524 shares 206,524 $7.16M 0.03% +4,064 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,743 shares; 2024Q4: 114,489 shares; 2025Q1: 110,042 shares; 2025Q2: 106,068 shares; 2025Q3: 107,538 shares; 2025Q4: 122,090 shares 122,090 $7.15M 0.03% +14,552 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: 69,481 shares; 2024Q4: 70,641 shares; 2025Q1: 62,471 shares; 2025Q2: 60,313 shares; 2025Q3: 58,715 shares; 2025Q4: 65,836 shares 65,836 $7.15M 0.03% +7,121 Timeline XSEP 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: 176,837 shares; 2024Q4: 195,072 shares; 2025Q1: 187,121 shares; 2025Q2: 188,579 shares; 2025Q3: 167,923 shares; 2025Q4: 168,520 shares 168,520 $7.14M 0.03% +597 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,204 shares; 2024Q4: 37,474 shares; 2025Q1: 38,177 shares; 2025Q2: 42,008 shares; 2025Q3: 39,252 shares; 2025Q4: 42,306 shares 42,306 $7.14M 0.03% +3,054 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,568 shares; 2025Q3: 166,080 shares; 2025Q4: 214,358 shares 214,358 $7.14M 0.03% +48,278 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,461 shares; 2024Q4: 269,033 shares; 2025Q1: 315,721 shares; 2025Q2: 351,065 shares; 2025Q3: 355,493 shares; 2025Q4: 377,162 shares 377,162 $7.13M 0.03% +21,669 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: 85,054 shares; 2024Q4: 82,160 shares; 2025Q1: 80,535 shares; 2025Q2: 86,021 shares; 2025Q3: 91,469 shares; 2025Q4: 109,568 shares 109,568 $7.12M 0.03% +18,099 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,170 shares; 2024Q4: 223,697 shares; 2025Q1: 225,569 shares; 2025Q2: 249,063 shares; 2025Q3: 248,033 shares; 2025Q4: 270,595 shares 270,595 $7.07M 0.03% +22,562 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,768 shares; 2024Q4: 42,612 shares; 2025Q1: 45,643 shares; 2025Q2: 93,213 shares; 2025Q3: 132,428 shares; 2025Q4: 141,542 shares 141,542 $7.06M 0.03% +9,114 Timeline QJUN 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: 250,126 shares; 2024Q4: 261,567 shares; 2025Q1: 255,037 shares; 2025Q2: 271,798 shares; 2025Q3: 236,415 shares; 2025Q4: 221,294 shares 221,294 $7.05M 0.03% -15,121 Timeline FIDU 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: 42,116 shares; 2024Q4: 52,860 shares; 2025Q1: 74,938 shares; 2025Q2: 75,899 shares; 2025Q3: 77,390 shares; 2025Q4: 85,171 shares 85,171 $7.02M 0.03% +7,781 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,037 shares; 2025Q2: 120,256 shares; 2025Q3: 141,022 shares; 2025Q4: 145,250 shares 145,250 $7.02M 0.03% +4,228 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,641 shares; 2024Q4: 23,723 shares; 2025Q1: 53,829 shares; 2025Q2: 61,233 shares; 2025Q3: 148,820 shares; 2025Q4: 139,142 shares 139,142 $6.99M 0.03% -9,678 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: not reported; 2024Q4: 94,557 shares; 2025Q1: 104,362 shares; 2025Q2: 118,065 shares; 2025Q3: 129,927 shares; 2025Q4: 130,695 shares 130,695 $6.98M 0.03% +768 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: not reported; 2024Q4: not reported; 2025Q1: 4,496 shares; 2025Q2: 6,078 shares; 2025Q3: 9,068 shares; 2025Q4: 128,967 shares 128,967 $6.97M 0.03% +119,899 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: 32,400 shares; 2024Q4: 31,469 shares; 2025Q1: 34,315 shares; 2025Q2: 33,504 shares; 2025Q3: 31,895 shares; 2025Q4: 34,119 shares 34,119 $6.93M 0.03% +2,224 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,082 shares; 2024Q4: 310,117 shares; 2025Q1: 333,597 shares; 2025Q2: 349,172 shares; 2025Q3: 271,685 shares; 2025Q4: 190,759 shares 190,759 $6.91M 0.03% -80,926 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,316 shares; 2024Q4: 15,979 shares; 2025Q1: 12,348 shares; 2025Q2: 12,211 shares; 2025Q3: 12,850 shares; 2025Q4: 13,209 shares 13,209 $6.9M 0.03% +359 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,735 shares; 2024Q4: 73,075 shares; 2025Q1: 71,595 shares; 2025Q2: 97,424 shares; 2025Q3: 93,961 shares; 2025Q4: 98,942 shares 98,942 $6.9M 0.03% +4,981 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,410 shares; 2024Q4: 60,816 shares; 2025Q1: 60,590 shares; 2025Q2: 62,002 shares; 2025Q3: 62,386 shares; 2025Q4: 64,006 shares 64,006 $6.9M 0.03% +1,620 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,736 shares; 2024Q4: 198,580 shares; 2025Q1: 208,057 shares; 2025Q2: 201,676 shares; 2025Q3: 186,869 shares; 2025Q4: 186,213 shares 186,213 $6.89M 0.03% -656 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,716 shares; 2024Q4: 165,066 shares; 2025Q1: 149,611 shares; 2025Q2: 124,707 shares; 2025Q3: 101,436 shares; 2025Q4: 100,737 shares 100,737 $6.89M 0.03% -699 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,530 shares; 2024Q4: 156,692 shares; 2025Q1: 148,376 shares; 2025Q2: 113,077 shares; 2025Q3: 99,442 shares; 2025Q4: 107,772 shares 107,772 $6.87M 0.03% +8,330 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 20,948 shares; 2025Q1: 20,008 shares; 2025Q2: 19,218 shares; 2025Q3: 23,260 shares; 2025Q4: 107,524 shares 107,524 $6.86M 0.03% +84,264 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: 56,709 shares; 2024Q4: 58,808 shares; 2025Q1: 61,342 shares; 2025Q2: 61,247 shares; 2025Q3: 66,168 shares; 2025Q4: 69,089 shares 69,089 $6.86M 0.03% +2,921 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,621 shares; 2025Q1: 34,622 shares; 2025Q2: 49,900 shares; 2025Q3: 190,336 shares; 2025Q4: 262,157 shares 262,157 $6.86M 0.03% +71,821 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: 9,368 shares; 2024Q4: 10,386 shares; 2025Q1: 23,584 shares; 2025Q2: 18,122 shares; 2025Q3: 18,636 shares; 2025Q4: 18,244 shares 18,244 $6.84M 0.03% -392 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,971 shares; 2024Q4: 228,831 shares; 2025Q1: 232,084 shares; 2025Q2: 265,480 shares; 2025Q3: 257,298 shares; 2025Q4: 322,613 shares 322,613 $6.82M 0.03% +65,315 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,088 shares; 2024Q4: 55,433 shares; 2025Q1: 39,528 shares; 2025Q2: 41,466 shares; 2025Q3: 42,813 shares; 2025Q4: 46,442 shares 46,442 $6.81M 0.03% +3,629 Timeline IVLU 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: 185,460 shares; 2024Q4: 188,633 shares; 2025Q1: 201,485 shares; 2025Q2: 142,308 shares; 2025Q3: 142,205 shares; 2025Q4: 178,043 shares 178,043 $6.77M 0.03% +35,838 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,493 shares; 2024Q4: 19,226 shares; 2025Q1: 18,403 shares; 2025Q2: 19,769 shares; 2025Q3: 20,003 shares; 2025Q4: 18,946 shares 18,946 $6.69M 0.03% -1,057 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,908 shares; 2024Q4: 25,396 shares; 2025Q1: 32,815 shares; 2025Q2: 58,312 shares; 2025Q3: 60,972 shares; 2025Q4: 65,435 shares 65,435 $6.65M 0.03% +4,463 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,270 shares; 2024Q4: 76,307 shares; 2025Q1: 69,755 shares; 2025Q2: 64,659 shares; 2025Q3: 52,899 shares; 2025Q4: 60,357 shares 60,357 $6.63M 0.03% +7,458 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 47,923 shares; 2025Q1: 56,276 shares; 2025Q2: 85,650 shares; 2025Q3: 92,099 shares; 2025Q4: 96,464 shares 96,464 $6.63M 0.03% +4,365 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,200 shares; 2024Q4: 88,414 shares; 2025Q1: 107,881 shares; 2025Q2: 114,233 shares; 2025Q3: 140,558 shares; 2025Q4: 129,414 shares 129,414 $6.62M 0.03% -11,144 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: 11,445 shares; 2024Q4: 57,836 shares; 2025Q1: 73,748 shares; 2025Q2: 71,429 shares; 2025Q3: 59,639 shares; 2025Q4: 57,597 shares 57,597 $6.55M 0.03% -2,042 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: 16,771 shares; 2024Q4: 16,258 shares; 2025Q1: 13,210 shares; 2025Q2: 14,358 shares; 2025Q3: 14,391 shares; 2025Q4: 14,431 shares 14,431 $6.54M 0.03% +40 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: 188,747 shares; 2024Q4: 37,726 shares; 2025Q1: 29,639 shares; 2025Q2: 29,712 shares; 2025Q3: 69,390 shares; 2025Q4: 47,356 shares 47,356 $6.53M 0.03% -22,034 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,680 shares; 2024Q4: 103,768 shares; 2025Q1: 87,644 shares; 2025Q2: 73,195 shares; 2025Q3: 80,077 shares; 2025Q4: 84,756 shares 84,756 $6.52M 0.03% +4,679 Timeline GJUN 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: 160,830 shares; 2024Q4: 158,471 shares; 2025Q1: 148,511 shares; 2025Q2: 178,623 shares; 2025Q3: 171,813 shares; 2025Q4: 164,540 shares 164,540 $6.52M 0.03% -7,273 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: 308,310 shares; 2024Q4: 359,012 shares; 2025Q1: 307,862 shares; 2025Q2: 268,546 shares; 2025Q3: 272,649 shares; 2025Q4: 230,718 shares 230,718 $6.5M 0.03% -41,931 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,478 shares; 2024Q4: 274,234 shares; 2025Q1: 234,006 shares; 2025Q2: 201,113 shares; 2025Q3: 207,491 shares; 2025Q4: 213,025 shares 213,025 $6.49M 0.03% +5,534 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: 222,057 shares; 2024Q4: 150,802 shares; 2025Q1: 185,796 shares; 2025Q2: 180,658 shares; 2025Q3: 143,330 shares; 2025Q4: 156,767 shares 156,767 $6.48M 0.03% +13,437 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,441 shares; 2024Q4: 139,771 shares; 2025Q1: 156,282 shares; 2025Q2: 116,443 shares; 2025Q3: 149,109 shares; 2025Q4: 165,197 shares 165,197 $6.46M 0.03% +16,088 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: 14,322 shares; 2024Q4: 23,217 shares; 2025Q1: 22,816 shares; 2025Q2: 34,479 shares; 2025Q3: 39,114 shares; 2025Q4: 39,588 shares 39,588 $6.39M 0.03% +474 Timeline JMEE 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: 50,029 shares; 2024Q4: 63,640 shares; 2025Q1: 80,724 shares; 2025Q2: 96,831 shares; 2025Q3: 92,856 shares; 2025Q4: 99,146 shares 99,146 $6.38M 0.03% +6,290 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,639 shares; 2024Q4: 173,981 shares; 2025Q1: 140,157 shares; 2025Q2: 182,762 shares; 2025Q3: 133,711 shares; 2025Q4: 135,343 shares 135,343 $6.36M 0.03% +1,632 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: 18,035 shares; 2024Q4: 17,858 shares; 2025Q1: 17,775 shares; 2025Q2: 17,464 shares; 2025Q3: 23,165 shares; 2025Q4: 24,224 shares 24,224 $6.36M 0.03% +1,059 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: 49,186 shares; 2024Q4: 73,364 shares; 2025Q1: 74,634 shares; 2025Q2: 68,750 shares; 2025Q3: 61,900 shares; 2025Q4: 63,683 shares 63,683 $6.34M 0.03% +1,783 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,892 shares; 2025Q1: 4,205 shares; 2025Q2: 5,058 shares; 2025Q3: 5,157 shares; 2025Q4: 22,048 shares 22,048 $6.33M 0.03% +16,891 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,324 shares; 2024Q4: 64,877 shares; 2025Q1: 63,327 shares; 2025Q2: 61,944 shares; 2025Q3: 56,694 shares; 2025Q4: 55,928 shares 55,928 $6.33M 0.03% -766 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,361 shares; 2024Q4: 167,585 shares; 2025Q1: 176,354 shares; 2025Q2: 175,546 shares; 2025Q3: 155,647 shares; 2025Q4: 154,596 shares 154,596 $6.33M 0.03% -1,051 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,806 shares; 2024Q4: 54,068 shares; 2025Q1: 50,001 shares; 2025Q2: 60,480 shares; 2025Q3: 52,690 shares; 2025Q4: 60,283 shares 60,283 $6.27M 0.03% +7,593 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: 12,467 shares; 2024Q4: 10,657 shares; 2025Q1: 10,937 shares; 2025Q2: 10,902 shares; 2025Q3: 17,126 shares; 2025Q4: 21,345 shares 21,345 $6.27M 0.03% +4,219 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,013 shares; 2024Q4: 52,284 shares; 2025Q1: 49,378 shares; 2025Q2: 113,553 shares; 2025Q3: 129,846 shares; 2025Q4: 106,567 shares 106,567 $6.26M 0.03% -23,279 Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,365 shares; 2025Q4: 121,552 shares 121,552 $6.25M 0.03% +28,187 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: 10,522 shares; 2024Q4: 19,191 shares; 2025Q1: 16,621 shares; 2025Q2: 16,286 shares; 2025Q3: 17,933 shares; 2025Q4: 30,277 shares 30,277 $6.25M 0.03% +12,344 Timeline DXJ 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: 108,914 shares; 2024Q4: 57,179 shares; 2025Q1: 46,991 shares; 2025Q2: 45,734 shares; 2025Q3: 46,111 shares; 2025Q4: 43,371 shares 43,371 $6.25M 0.03% -2,740 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 7,557 shares; 2025Q1: 7,890 shares; 2025Q2: 10,327 shares; 2025Q3: 16,016 shares; 2025Q4: 20,721 shares 20,721 $6.22M 0.03% +4,705 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: 15,950 shares; 2024Q4: 29,018 shares; 2025Q1: 34,192 shares; 2025Q2: 47,237 shares; 2025Q3: 52,209 shares; 2025Q4: 48,103 shares 48,103 $6.21M 0.03% -4,106 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,446 shares; 2024Q4: 108,053 shares; 2025Q1: 135,674 shares; 2025Q2: 147,987 shares; 2025Q3: 265,313 shares; 2025Q4: 350,190 shares 350,190 $6.2M 0.03% +84,877 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,188 shares; 2024Q4: 109,600 shares; 2025Q1: 163,040 shares; 2025Q2: 177,015 shares; 2025Q3: 136,086 shares; 2025Q4: 125,786 shares 125,786 $6.18M 0.03% -10,300 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,112 shares; 2024Q4: 123,518 shares; 2025Q1: 124,066 shares; 2025Q2: 123,815 shares; 2025Q3: 131,806 shares; 2025Q4: 135,702 shares 135,702 $6.18M 0.03% +3,896 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,592 shares; 2024Q4: 87,853 shares; 2025Q1: 83,104 shares; 2025Q2: 104,042 shares; 2025Q3: 114,903 shares; 2025Q4: 115,292 shares 115,292 $6.16M 0.03% +389 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: 187,027 shares; 2024Q4: 226,953 shares; 2025Q1: 172,121 shares; 2025Q2: 109,455 shares; 2025Q3: 100,981 shares; 2025Q4: 103,422 shares 103,422 $6.16M 0.03% +2,441 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,113 shares; 2024Q4: 73,298 shares; 2025Q1: 69,821 shares; 2025Q2: 95,107 shares; 2025Q3: 115,295 shares; 2025Q4: 149,305 shares 149,305 $6.15M 0.03% +34,010 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: 23,400 shares; 2024Q4: 30,943 shares; 2025Q1: 27,660 shares; 2025Q2: 58,550 shares; 2025Q3: 81,975 shares; 2025Q4: 153,029 shares 153,029 $6.14M 0.03% +71,054 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,484 shares; 2024Q4: 110,082 shares; 2025Q1: 115,226 shares; 2025Q2: 189,007 shares; 2025Q3: 169,365 shares; 2025Q4: 166,371 shares 166,371 $6.13M 0.03% -2,994 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: 410,859 shares; 2024Q4: 227,461 shares; 2025Q1: 192,479 shares; 2025Q2: 194,258 shares; 2025Q3: 151,779 shares; 2025Q4: 155,631 shares 155,631 $6.09M 0.03% +3,852 Timeline TAXF 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: 70,698 shares; 2024Q4: 81,706 shares; 2025Q1: 110,654 shares; 2025Q2: 118,253 shares; 2025Q3: 125,132 shares; 2025Q4: 120,255 shares 120,255 $6.06M 0.02% -4,877 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: 18,587 shares; 2024Q4: 18,201 shares; 2025Q1: 16,566 shares; 2025Q2: 16,342 shares; 2025Q3: 24,368 shares; 2025Q4: 29,074 shares 29,074 $6.05M 0.02% +4,706 Timeline FTXL 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: 41,803 shares; 2024Q4: 38,519 shares; 2025Q1: 40,179 shares; 2025Q2: 44,304 shares; 2025Q3: 45,283 shares; 2025Q4: 46,556 shares 46,556 $6.03M 0.02% +1,273 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,792 shares; 2025Q2: 124,601 shares; 2025Q3: 136,487 shares; 2025Q4: 156,107 shares 156,107 $6.02M 0.02% +19,620 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,900 shares; 2024Q4: 115,171 shares; 2025Q1: 114,845 shares; 2025Q2: 116,581 shares; 2025Q3: 115,130 shares; 2025Q4: 113,217 shares 113,217 $6M 0.02% -1,913 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,835 shares; 2024Q4: 95,884 shares; 2025Q1: 147,947 shares; 2025Q2: 138,341 shares; 2025Q3: 134,876 shares; 2025Q4: 137,652 shares 137,652 $5.98M 0.02% +2,776 Timeline DGCB 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: 41,264 shares; 2024Q4: 72,670 shares; 2025Q1: 72,501 shares; 2025Q2: 75,568 shares; 2025Q3: 110,169 shares; 2025Q4: 110,074 shares 110,074 $5.97M 0.02% -95 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,530 shares; 2024Q4: 9,980 shares; 2025Q1: 9,977 shares; 2025Q2: 11,349 shares; 2025Q3: 16,934 shares; 2025Q4: 24,117 shares 24,117 $5.96M 0.02% +7,183 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,159 shares; 2024Q4: 159,935 shares; 2025Q1: 125,914 shares; 2025Q2: 171,760 shares; 2025Q3: 139,693 shares; 2025Q4: 142,222 shares 142,222 $5.96M 0.02% +2,529 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,548 shares; 2024Q4: 139,601 shares; 2025Q1: 172,321 shares; 2025Q2: 185,296 shares; 2025Q3: 198,078 shares; 2025Q4: 236,312 shares 236,312 $5.93M 0.02% +38,234 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,422 shares; 2024Q4: 53,132 shares; 2025Q1: 100,588 shares; 2025Q2: 130,041 shares; 2025Q3: 124,773 shares; 2025Q4: 142,889 shares 142,889 $5.92M 0.02% +18,116 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: 97,153 shares; 2024Q4: 104,792 shares; 2025Q1: 101,372 shares; 2025Q2: 109,736 shares; 2025Q3: 130,972 shares; 2025Q4: 135,592 shares 135,592 $5.91M 0.02% +4,620 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,137 shares; 2024Q4: 75,287 shares; 2025Q1: 83,986 shares; 2025Q2: 86,478 shares; 2025Q3: 104,516 shares; 2025Q4: 126,180 shares 126,180 $5.91M 0.02% +21,664 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 3,530 shares; 2025Q1: 3,813 shares; 2025Q2: 56,606 shares; 2025Q3: 56,123 shares; 2025Q4: 64,637 shares 64,637 $5.9M 0.02% +8,514 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: 18,043 shares; 2024Q4: 18,427 shares; 2025Q1: 17,861 shares; 2025Q2: 36,665 shares; 2025Q3: 39,863 shares; 2025Q4: 40,607 shares 40,607 $5.88M 0.02% +744 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: 41,303 shares; 2024Q4: 54,446 shares; 2025Q1: 50,757 shares; 2025Q2: 56,557 shares; 2025Q3: 53,183 shares; 2025Q4: 50,018 shares 50,018 $5.88M 0.02% -3,165 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,837 shares; 2024Q4: 42,625 shares; 2025Q1: 35,041 shares; 2025Q2: 41,581 shares; 2025Q3: 47,488 shares; 2025Q4: 58,378 shares 58,378 $5.86M 0.02% +10,890 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,649 shares; 2024Q4: 73,047 shares; 2025Q1: 63,543 shares; 2025Q2: 65,408 shares; 2025Q3: 62,157 shares; 2025Q4: 60,398 shares 60,398 $5.85M 0.02% -1,759 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,957 shares; 2025Q4: 67,122 shares 67,122 $5.83M 0.02% -35,835 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,574 shares; 2024Q4: 102,144 shares; 2025Q1: 111,492 shares; 2025Q2: 133,919 shares; 2025Q3: 156,513 shares; 2025Q4: 172,457 shares 172,457 $5.83M 0.02% +15,944 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,989 shares; 2024Q4: 109,280 shares; 2025Q1: 109,382 shares; 2025Q2: 105,168 shares; 2025Q3: 99,782 shares; 2025Q4: 108,101 shares 108,101 $5.82M 0.02% +8,319 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,656 shares; 2024Q4: 45,571 shares; 2025Q1: 42,554 shares; 2025Q2: 46,929 shares; 2025Q3: 41,630 shares; 2025Q4: 41,274 shares 41,274 $5.82M 0.02% -356 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,804 shares; 2024Q4: 99,355 shares; 2025Q1: 131,685 shares; 2025Q2: 143,445 shares; 2025Q3: 165,277 shares; 2025Q4: 220,764 shares 220,764 $5.82M 0.02% +55,487 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,369 shares; 2024Q4: 130,321 shares; 2025Q1: 156,436 shares; 2025Q2: 167,069 shares; 2025Q3: 167,508 shares; 2025Q4: 188,357 shares 188,357 $5.82M 0.02% +20,849 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,527 shares; 2024Q4: 8,974 shares; 2025Q1: 4,031 shares; 2025Q2: 7,776 shares; 2025Q3: 14,957 shares; 2025Q4: 17,095 shares 17,095 $5.81M 0.02% +2,138 Timeline DFEB 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: 48,200 shares; 2024Q4: 51,126 shares; 2025Q1: 85,900 shares; 2025Q2: 130,395 shares; 2025Q3: 126,287 shares; 2025Q4: 121,640 shares 121,640 $5.8M 0.02% -4,647 Timeline QDPL 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: 11,622 shares; 2024Q4: 66,406 shares; 2025Q1: 76,607 shares; 2025Q2: 79,275 shares; 2025Q3: 100,767 shares; 2025Q4: 136,402 shares 136,402 $5.79M 0.02% +35,635 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: 714,782 shares; 2024Q4: 197,730 shares; 2025Q1: 186,931 shares; 2025Q2: 196,108 shares; 2025Q3: 220,615 shares; 2025Q4: 293,321 shares 293,321 $5.79M 0.02% +72,706 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,481 shares; 2024Q4: 24,713 shares; 2025Q1: 25,223 shares; 2025Q2: 26,962 shares; 2025Q3: 40,248 shares; 2025Q4: 48,312 shares 48,312 $5.79M 0.02% +8,064 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: 12,849 shares; 2024Q4: 16,496 shares; 2025Q1: 22,603 shares; 2025Q2: 27,366 shares; 2025Q3: 28,831 shares; 2025Q4: 34,866 shares 34,866 $5.78M 0.02% +6,035 Timeline VTWV 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: 34,916 shares; 2024Q4: 34,463 shares; 2025Q1: 34,851 shares; 2025Q2: 35,611 shares; 2025Q3: 35,759 shares; 2025Q4: 36,044 shares 36,044 $5.76M 0.02% +285 Timeline GOVI 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: 42,470 shares; 2024Q4: 43,514 shares; 2025Q1: 58,878 shares; 2025Q2: 67,781 shares; 2025Q3: 46,057 shares; 2025Q4: 208,837 shares 208,837 $5.75M 0.02% +162,780 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 7,498 shares; 2025Q1: 5,824 shares; 2025Q2: 7,267 shares; 2025Q3: 8,451 shares; 2025Q4: 8,519 shares 8,519 $5.74M 0.02% +68 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,886 shares; 2024Q4: 54,629 shares; 2025Q1: 63,351 shares; 2025Q2: 53,191 shares; 2025Q3: 52,568 shares; 2025Q4: 48,077 shares 48,077 $5.74M 0.02% -4,491 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,948 shares; 2025Q4: 83,798 shares 83,798 $5.74M 0.02% -150 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,284 shares; 2025Q3: 52,048 shares; 2025Q4: 113,220 shares 113,220 $5.74M 0.02% +61,172 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: 20,905 shares; 2024Q4: 23,709 shares; 2025Q1: 24,541 shares; 2025Q2: 27,544 shares; 2025Q3: 22,698 shares; 2025Q4: 126,325 shares 126,325 $5.71M 0.02% +103,627 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,025 shares; 2024Q4: 72,186 shares; 2025Q1: 78,973 shares; 2025Q2: 86,452 shares; 2025Q3: 88,220 shares; 2025Q4: 113,031 shares 113,031 $5.71M 0.02% +24,811 Timeline FSTA 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: 109,522 shares; 2024Q4: 110,242 shares; 2025Q1: 112,517 shares; 2025Q2: 117,859 shares; 2025Q3: 119,132 shares; 2025Q4: 115,984 shares 115,984 $5.71M 0.02% -3,148 Timeline CLOZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,335 shares; 2025Q3: 247,983 shares; 2025Q4: 215,176 shares 215,176 $5.7M 0.02% -32,807 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: 303,149 shares; 2024Q4: 92,939 shares; 2025Q1: 77,875 shares; 2025Q2: 100,604 shares; 2025Q3: 99,328 shares; 2025Q4: 118,843 shares 118,843 $5.68M 0.02% +19,515 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,813 shares; 2024Q4: 31,941 shares; 2025Q1: 28,662 shares; 2025Q2: 31,910 shares; 2025Q3: 29,218 shares; 2025Q4: 27,389 shares 27,389 $5.68M 0.02% -1,829 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 23,576 shares; 2025Q1: 23,412 shares; 2025Q2: 24,283 shares; 2025Q3: 21,643 shares; 2025Q4: 20,532 shares 20,532 $5.65M 0.02% -1,111 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,335 shares; 2025Q3: 17,932 shares; 2025Q4: 182,694 shares 182,694 $5.65M 0.02% +164,762 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: 202,390 shares; 2024Q4: 80,128 shares; 2025Q1: 86,770 shares; 2025Q2: 78,024 shares; 2025Q3: 95,634 shares; 2025Q4: 71,205 shares 71,205 $5.65M 0.02% -24,429 Timeline DFEM 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: 102,118 shares; 2024Q4: 135,809 shares; 2025Q1: 126,602 shares; 2025Q2: 142,347 shares; 2025Q3: 159,830 shares; 2025Q4: 170,751 shares 170,751 $5.65M 0.02% +10,921 Timeline FCG 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: 35,305 shares; 2024Q4: 58,954 shares; 2025Q1: 52,923 shares; 2025Q2: 41,299 shares; 2025Q3: 222,576 shares; 2025Q4: 240,876 shares 240,876 $5.64M 0.02% +18,300 Timeline GBIL 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: 59,833 shares; 2024Q4: 51,160 shares; 2025Q1: 37,597 shares; 2025Q2: 45,993 shares; 2025Q3: 36,247 shares; 2025Q4: 56,260 shares 56,260 $5.62M 0.02% +20,013 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 28,356 shares; 2025Q1: 26,295 shares; 2025Q2: 26,944 shares; 2025Q3: 33,851 shares; 2025Q4: 36,283 shares 36,283 $5.61M 0.02% +2,432 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,638 shares; 2024Q4: 163,100 shares; 2025Q1: 8,248 shares; 2025Q2: 10,790 shares; 2025Q3: 170,849 shares; 2025Q4: 171,355 shares 171,355 $5.61M 0.02% +506 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 14,514 shares; 2025Q1: 13,478 shares; 2025Q2: 8,234 shares; 2025Q3: 9,590 shares; 2025Q4: 14,637 shares 14,637 $5.61M 0.02% +5,047 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: 126,620 shares; 2024Q4: 95,513 shares; 2025Q1: 87,579 shares; 2025Q2: 93,895 shares; 2025Q3: 113,305 shares; 2025Q4: 96,040 shares 96,040 $5.61M 0.02% -17,265 Timeline IVOO 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: 20,768 shares; 2024Q4: 26,731 shares; 2025Q1: 37,851 shares; 2025Q2: 41,760 shares; 2025Q3: 40,284 shares; 2025Q4: 50,077 shares 50,077 $5.6M 0.02% +9,793 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: 50,762 shares; 2024Q4: 46,770 shares; 2025Q1: 47,596 shares; 2025Q2: 48,091 shares; 2025Q3: 47,631 shares; 2025Q4: 49,535 shares 49,535 $5.59M 0.02% +1,904 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: 20,887 shares; 2024Q4: 20,247 shares; 2025Q1: 18,665 shares; 2025Q2: 19,277 shares; 2025Q3: 18,407 shares; 2025Q4: 19,344 shares 19,344 $5.59M 0.02% +937 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 7,817 shares; 2025Q1: 7,295 shares; 2025Q2: 7,475 shares; 2025Q3: 6,955 shares; 2025Q4: 6,900 shares 6,900 $5.58M 0.02% -55 Timeline SPTM 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: 121,449 shares; 2024Q4: 121,994 shares; 2025Q1: 47,486 shares; 2025Q2: 46,547 shares; 2025Q3: 47,990 shares; 2025Q4: 67,656 shares 67,656 $5.58M 0.02% +19,666 Timeline MUNI 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: 46,045 shares; 2024Q4: 46,375 shares; 2025Q1: 50,395 shares; 2025Q2: 51,404 shares; 2025Q3: 60,941 shares; 2025Q4: 106,237 shares 106,237 $5.57M 0.02% +45,296 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,716 shares; 2024Q4: 693,870 shares; 2025Q1: 467,783 shares; 2025Q2: 418,467 shares; 2025Q3: 125,929 shares; 2025Q4: 113,650 shares 113,650 $5.53M 0.02% -12,279 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,644 shares; 2024Q4: 18,478 shares; 2025Q1: 18,480 shares; 2025Q2: 20,313 shares; 2025Q3: 30,878 shares; 2025Q4: 30,333 shares 30,333 $5.52M 0.02% -545 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: 18,689 shares; 2024Q4: 17,302 shares; 2025Q1: 18,188 shares; 2025Q2: 23,060 shares; 2025Q3: 22,398 shares; 2025Q4: 22,833 shares 22,833 $5.51M 0.02% +435 Timeline SCHX 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: 225,123 shares; 2024Q4: 293,369 shares; 2025Q1: 171,923 shares; 2025Q2: 191,864 shares; 2025Q3: 186,695 shares; 2025Q4: 203,961 shares 203,961 $5.49M 0.02% +17,266 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,310 shares; 2024Q4: 35,893 shares; 2025Q1: 26,314 shares; 2025Q2: 44,924 shares; 2025Q3: 48,028 shares; 2025Q4: 51,851 shares 51,851 $5.48M 0.02% +3,823 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,719 shares; 2024Q4: 34,974 shares; 2025Q1: 39,870 shares; 2025Q2: 51,414 shares; 2025Q3: 109,871 shares; 2025Q4: 118,360 shares 118,360 $5.48M 0.02% +8,489 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,628 shares; 2024Q4: 34,955 shares; 2025Q1: 36,059 shares; 2025Q2: 34,345 shares; 2025Q3: 44,912 shares; 2025Q4: 48,806 shares 48,806 $5.48M 0.02% +3,894 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,871 shares; 2025Q1: 8,446 shares; 2025Q2: 7,483 shares; 2025Q3: 7,021 shares; 2025Q4: 151,711 shares 151,711 $5.47M 0.02% +144,690 Timeline XMMO 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: 101,249 shares; 2024Q4: 60,883 shares; 2025Q1: 40,871 shares; 2025Q2: 34,405 shares; 2025Q3: 38,486 shares; 2025Q4: 39,424 shares 39,424 $5.46M 0.02% +938 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333,570 shares; 2025Q4: 378,108 shares 378,108 $5.44M 0.02% +44,538 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,818 shares; 2024Q4: 31,626 shares; 2025Q1: 39,751 shares; 2025Q2: 46,932 shares; 2025Q3: 52,358 shares; 2025Q4: 54,820 shares 54,820 $5.44M 0.02% +2,462 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: 149,631 shares; 2024Q4: 45,195 shares; 2025Q1: 46,442 shares; 2025Q2: 103,580 shares; 2025Q3: 95,197 shares; 2025Q4: 145,173 shares 145,173 $5.43M 0.02% +49,976 Timeline UDEC 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: 42,185 shares; 2024Q4: 120,584 shares; 2025Q1: 128,086 shares; 2025Q2: 131,319 shares; 2025Q3: 128,162 shares; 2025Q4: 136,943 shares 136,943 $5.43M 0.02% +8,781 Timeline DNOV 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: 74,186 shares; 2024Q4: 114,875 shares; 2025Q1: 109,544 shares; 2025Q2: 113,032 shares; 2025Q3: 107,029 shares; 2025Q4: 110,690 shares 110,690 $5.41M 0.02% +3,661 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: 69,814 shares; 2024Q4: 89,184 shares; 2025Q1: 102,638 shares; 2025Q2: 207,794 shares; 2025Q3: 130,243 shares; 2025Q4: 151,570 shares 151,570 $5.4M 0.02% +21,327 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: 83,040 shares; 2024Q4: 79,250 shares; 2025Q1: 75,432 shares; 2025Q2: 95,928 shares; 2025Q3: 113,544 shares; 2025Q4: 117,698 shares 117,698 $5.4M 0.02% +4,154 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: 20,156 shares; 2024Q4: 24,675 shares; 2025Q1: 21,922 shares; 2025Q2: 9,758 shares; 2025Q3: 8,929 shares; 2025Q4: 54,815 shares 54,815 $5.4M 0.02% +45,886 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 38,281 shares; 2025Q1: 64,345 shares; 2025Q2: 67,165 shares; 2025Q3: 102,408 shares; 2025Q4: 118,376 shares 118,376 $5.39M 0.02% +15,968 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,656 shares; 2024Q4: 33,182 shares; 2025Q1: 27,948 shares; 2025Q2: 30,150 shares; 2025Q3: 25,338 shares; 2025Q4: 33,270 shares 33,270 $5.39M 0.02% +7,932 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,495 shares; 2024Q4: 43,635 shares; 2025Q1: 39,323 shares; 2025Q2: 37,933 shares; 2025Q3: 37,264 shares; 2025Q4: 56,621 shares 56,621 $5.38M 0.02% +19,357 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,684 shares; 2025Q1: 3,507 shares; 2025Q2: 3,447 shares; 2025Q3: 4,382 shares; 2025Q4: 25,380 shares 25,380 $5.38M 0.02% +20,998 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,716 shares; 2024Q4: 23,339 shares; 2025Q1: 28,493 shares; 2025Q2: 24,156 shares; 2025Q3: 25,052 shares; 2025Q4: 31,458 shares 31,458 $5.37M 0.02% +6,406 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,262 shares; 2024Q4: 156,528 shares; 2025Q1: 150,543 shares; 2025Q2: 166,962 shares; 2025Q3: 199,321 shares; 2025Q4: 204,629 shares 204,629 $5.36M 0.02% +5,308 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: 116,935 shares; 2024Q4: 155,302 shares; 2025Q1: 132,588 shares; 2025Q2: 159,139 shares; 2025Q3: 419,141 shares; 2025Q4: 657,118 shares 657,118 $5.33M 0.02% +237,977 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,133 shares; 2024Q4: 72,386 shares; 2025Q1: 66,568 shares; 2025Q2: 74,184 shares; 2025Q3: 94,117 shares; 2025Q4: 124,797 shares 124,797 $5.31M 0.02% +30,680 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: 19,810 shares; 2024Q4: 21,511 shares; 2025Q1: 20,641 shares; 2025Q2: 22,547 shares; 2025Q3: 33,175 shares; 2025Q4: 35,317 shares 35,317 $5.31M 0.02% +2,142 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,536 shares; 2025Q1: 3,898 shares; 2025Q2: 4,479 shares; 2025Q3: 5,329 shares; 2025Q4: 5,687 shares 5,687 $5.31M 0.02% +358 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,541 shares; 2024Q4: 26,758 shares; 2025Q1: 27,521 shares; 2025Q2: 27,677 shares; 2025Q3: 28,538 shares; 2025Q4: 85,179 shares 85,179 $5.31M 0.02% +56,641 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,992 shares; 2024Q4: 75,333 shares; 2025Q1: 71,872 shares; 2025Q2: 74,704 shares; 2025Q3: 73,602 shares; 2025Q4: 75,270 shares 75,270 $5.3M 0.02% +1,668 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,025 shares; 2025Q1: 26,323 shares; 2025Q2: 117,653 shares; 2025Q3: 136,736 shares; 2025Q4: 134,438 shares 134,438 $5.26M 0.02% -2,298 Timeline DOL 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: 17,116 shares; 2024Q4: 21,431 shares; 2025Q1: 31,840 shares; 2025Q2: 53,056 shares; 2025Q3: 87,098 shares; 2025Q4: 79,496 shares 79,496 $5.23M 0.02% -7,602 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,915 shares; 2024Q4: 39,087 shares; 2025Q1: 43,979 shares; 2025Q2: 43,293 shares; 2025Q3: 41,005 shares; 2025Q4: 51,757 shares 51,757 $5.22M 0.02% +10,752 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,232 shares; 2024Q4: 53,145 shares; 2025Q1: 54,672 shares; 2025Q2: 63,852 shares; 2025Q3: 75,777 shares; 2025Q4: 107,014 shares 107,014 $5.22M 0.02% +31,237 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,901 shares; 2024Q4: 200,299 shares; 2025Q1: 198,899 shares; 2025Q2: 202,451 shares; 2025Q3: 188,622 shares; 2025Q4: 164,779 shares 164,779 $5.21M 0.02% -23,843 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: 216,031 shares; 2024Q4: 221,936 shares; 2025Q1: 192,736 shares; 2025Q2: 193,331 shares; 2025Q3: 299,152 shares; 2025Q4: 403,582 shares 403,582 $5.21M 0.02% +104,430 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,687 shares; 2024Q4: 47,375 shares; 2025Q1: 49,247 shares; 2025Q2: 47,490 shares; 2025Q3: 57,253 shares; 2025Q4: 109,549 shares 109,549 $5.19M 0.02% +52,296 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: 507,164 shares; 2024Q4: 88,940 shares; 2025Q1: 59,375 shares; 2025Q2: 88,168 shares; 2025Q3: 74,435 shares; 2025Q4: 104,547 shares 104,547 $5.17M 0.02% +30,112 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,301 shares; 2024Q4: 64,922 shares; 2025Q1: 105,896 shares; 2025Q2: 104,232 shares; 2025Q3: 97,043 shares; 2025Q4: 99,725 shares 99,725 $5.16M 0.02% +2,682 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,158 shares; 2024Q4: 72,455 shares; 2025Q1: 261,484 shares; 2025Q2: 342,827 shares; 2025Q3: 101,438 shares; 2025Q4: 110,242 shares 110,242 $5.16M 0.02% +8,804 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 7,217 shares; 2025Q1: 7,255 shares; 2025Q2: 6,469 shares; 2025Q3: 6,591 shares; 2025Q4: 6,723 shares 6,723 $5.15M 0.02% +132 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,778 shares; 2024Q4: 82,759 shares; 2025Q1: 76,916 shares; 2025Q2: 76,939 shares; 2025Q3: 78,873 shares; 2025Q4: 80,328 shares 80,328 $5.14M 0.02% +1,455 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,600 shares; 2024Q4: 137,979 shares; 2025Q1: 122,208 shares; 2025Q2: 137,929 shares; 2025Q3: 114,887 shares; 2025Q4: 151,913 shares 151,913 $5.14M 0.02% +37,026 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,847 shares; 2024Q4: 24,433 shares; 2025Q1: 26,792 shares; 2025Q2: 27,258 shares; 2025Q3: 25,829 shares; 2025Q4: 26,057 shares 26,057 $5.14M 0.02% +228 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,286 shares; 2024Q4: 151,179 shares; 2025Q1: 147,803 shares; 2025Q2: 148,035 shares; 2025Q3: 141,066 shares; 2025Q4: 107,308 shares 107,308 $5.12M 0.02% -33,758 Timeline PMAY 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: 94,487 shares; 2024Q4: 100,747 shares; 2025Q1: 93,286 shares; 2025Q2: 134,808 shares; 2025Q3: 120,276 shares; 2025Q4: 129,278 shares 129,278 $5.12M 0.02% +9,002 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,898 shares; 2024Q4: 41,073 shares; 2025Q1: 35,761 shares; 2025Q2: 42,177 shares; 2025Q3: 40,194 shares; 2025Q4: 40,550 shares 40,550 $5.11M 0.02% +356 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,128 shares; 2024Q4: 31,804 shares; 2025Q1: 31,849 shares; 2025Q2: 28,295 shares; 2025Q3: 28,950 shares; 2025Q4: 28,994 shares 28,994 $5.09M 0.02% +44 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 13,689 shares; 2025Q1: 4,658 shares; 2025Q2: 5,930 shares; 2025Q3: 16,360 shares; 2025Q4: 17,060 shares 17,060 $5.09M 0.02% +700 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 1,098 shares; 2025Q1: 983 shares; 2025Q2: 955 shares; 2025Q3: 985 shares; 2025Q4: 949 shares 949 $5.08M 0.02% -36 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,321 shares; 2024Q4: 14,342 shares; 2025Q1: 14,399 shares; 2025Q2: 14,132 shares; 2025Q3: 14,017 shares; 2025Q4: 15,023 shares 15,023 $5.07M 0.02% +1,006 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: 8,751 shares; 2024Q4: 32,017 shares; 2025Q1: 38,452 shares; 2025Q2: 114,957 shares; 2025Q3: 191,818 shares; 2025Q4: 180,336 shares 180,336 $5.07M 0.02% -11,482 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: 70,765 shares; 2024Q4: 73,837 shares; 2025Q1: 79,650 shares; 2025Q2: 76,050 shares; 2025Q3: 70,847 shares; 2025Q4: 68,751 shares 68,751 $5.07M 0.02% -2,096 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,287 shares; 2025Q3: 116,526 shares; 2025Q4: 163,658 shares 163,658 $5.06M 0.02% +47,132 Timeline FAUG 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: 77,781 shares; 2024Q4: 79,076 shares; 2025Q1: 78,718 shares; 2025Q2: 84,384 shares; 2025Q3: 91,109 shares; 2025Q4: 95,338 shares 95,338 $5.05M 0.02% +4,229 Timeline GCC 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: 15,459 shares; 2024Q4: 15,584 shares; 2025Q1: 268,924 shares; 2025Q2: 10,791 shares; 2025Q3: 180,323 shares; 2025Q4: 238,466 shares 238,466 $5.04M 0.02% +58,143 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: 96,077 shares; 2024Q4: 91,225 shares; 2025Q1: 79,088 shares; 2025Q2: 82,167 shares; 2025Q3: 70,353 shares; 2025Q4: 72,616 shares 72,616 $5.04M 0.02% +2,263 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: 28,371 shares; 2024Q4: 37,832 shares; 2025Q1: 890,801 shares; 2025Q2: 911,555 shares; 2025Q3: 29,779 shares; 2025Q4: 72,444 shares 72,444 $5.04M 0.02% +42,665 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: 19,315 shares; 2024Q4: 18,870 shares; 2025Q1: 9,683 shares; 2025Q2: 10,627 shares; 2025Q3: 10,648 shares; 2025Q4: 22,019 shares 22,019 $5.01M 0.02% +11,371 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,991 shares; 2025Q1: 1,908 shares; 2025Q2: 2,011 shares; 2025Q3: 2,071 shares; 2025Q4: 2,487 shares 2,487 $5.01M 0.02% +416 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: 8,831 shares; 2024Q4: 25,194 shares; 2025Q1: 12,725 shares; 2025Q2: 14,533 shares; 2025Q3: 17,110 shares; 2025Q4: 29,492 shares 29,492 $5M 0.02% +12,382 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: 17,804 shares; 2024Q4: 19,668 shares; 2025Q1: 19,206 shares; 2025Q2: 17,537 shares; 2025Q3: 17,103 shares; 2025Q4: 17,870 shares 17,870 $4.98M 0.02% +767 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: 152,496 shares; 2024Q4: 154,683 shares; 2025Q1: 152,292 shares; 2025Q2: 152,526 shares; 2025Q3: 120,120 shares; 2025Q4: 127,334 shares 127,334 $4.98M 0.02% +7,214 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,257 shares; 2024Q4: 44,370 shares; 2025Q1: 42,738 shares; 2025Q2: 67,387 shares; 2025Q3: 184,698 shares; 2025Q4: 193,438 shares 193,438 $4.98M 0.02% +8,740 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,469 shares; 2024Q4: 21,463 shares; 2025Q1: 21,443 shares; 2025Q2: 33,181 shares; 2025Q3: 37,031 shares; 2025Q4: 67,576 shares 67,576 $4.98M 0.02% +30,545 Timeline XMAR 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: 158,093 shares; 2024Q4: 159,723 shares; 2025Q1: 178,504 shares; 2025Q2: 188,787 shares; 2025Q3: 156,831 shares; 2025Q4: 124,583 shares 124,583 $4.97M 0.02% -32,248 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 6,222 shares; 2025Q2: 5,745 shares; 2025Q3: 11,486 shares; 2025Q4: 29,753 shares 29,753 $4.95M 0.02% +18,267 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,850 shares; 2025Q3: 120,903 shares; 2025Q4: 232,350 shares 232,350 $4.92M 0.02% +111,447 Timeline FDMO 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: 24,276 shares; 2024Q4: 48,682 shares; 2025Q1: 66,274 shares; 2025Q2: 71,151 shares; 2025Q3: 74,633 shares; 2025Q4: 58,538 shares 58,538 $4.91M 0.02% -16,095 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: 102,768 shares; 2024Q4: 67,419 shares; 2025Q1: 53,853 shares; 2025Q2: 52,463 shares; 2025Q3: 73,881 shares; 2025Q4: 44,567 shares 44,567 $4.91M 0.02% -29,314 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,943 shares; 2025Q1: 6,857 shares; 2025Q2: 12,302 shares; 2025Q3: 12,891 shares; 2025Q4: 21,374 shares 21,374 $4.91M 0.02% +8,483 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,338 shares; 2024Q4: 44,760 shares; 2025Q1: 39,598 shares; 2025Q2: 43,444 shares; 2025Q3: 50,072 shares; 2025Q4: 38,991 shares 38,991 $4.91M 0.02% -11,081 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 16,970 shares; 2025Q1: 22,318 shares; 2025Q2: 14,496 shares; 2025Q3: 18,610 shares; 2025Q4: 21,668 shares 21,668 $4.9M 0.02% +3,058 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,912 shares; 2024Q4: 85,854 shares; 2025Q1: 115,086 shares; 2025Q2: 121,195 shares; 2025Q3: 146,796 shares; 2025Q4: 119,120 shares 119,120 $4.9M 0.02% -27,676 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,352 shares; 2024Q4: 89,546 shares; 2025Q1: 69,440 shares; 2025Q2: 80,084 shares; 2025Q3: 62,972 shares; 2025Q4: 77,721 shares 77,721 $4.89M 0.02% +14,749 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,804 shares; 2024Q4: 24,098 shares; 2025Q1: 26,109 shares; 2025Q2: 29,086 shares; 2025Q3: 32,219 shares; 2025Q4: 53,492 shares 53,492 $4.88M 0.02% +21,273 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224,760 shares; 2025Q1: 217,412 shares; 2025Q2: 225,412 shares; 2025Q3: 199,024 shares; 2025Q4: 198,822 shares 198,822 $4.88M 0.02% -202 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 33,973 shares; 2025Q1: 33,312 shares; 2025Q2: 49,302 shares; 2025Q3: 51,974 shares; 2025Q4: 50,097 shares 50,097 $4.87M 0.02% -1,877 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 12,170 shares; 2025Q1: 5,797 shares; 2025Q2: 3,370 shares; 2025Q3: 11,139 shares; 2025Q4: 12,304 shares 12,304 $4.85M 0.02% +1,165 Timeline AVDV 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: 22,185 shares; 2024Q4: 26,879 shares; 2025Q1: 22,658 shares; 2025Q2: 30,077 shares; 2025Q3: 49,921 shares; 2025Q4: 51,545 shares 51,545 $4.84M 0.02% +1,624 Timeline SCHJ 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: not reported; 2024Q4: not reported; 2025Q1: 133,105 shares; 2025Q2: 166,471 shares; 2025Q3: 202,510 shares; 2025Q4: 194,461 shares 194,461 $4.84M 0.02% -8,049 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: 20,126 shares; 2024Q4: 21,405 shares; 2025Q1: 3,098 shares; 2025Q2: 4,165 shares; 2025Q3: 22,826 shares; 2025Q4: 24,988 shares 24,988 $4.84M 0.02% +2,162 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: 15,379 shares; 2024Q4: 16,571 shares; 2025Q1: 13,409 shares; 2025Q2: 61,794 shares; 2025Q3: 75,128 shares; 2025Q4: 96,400 shares 96,400 $4.82M 0.02% +21,272 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,141 shares; 2024Q4: 31,353 shares; 2025Q1: 13,917 shares; 2025Q2: 19,865 shares; 2025Q3: 23,858 shares; 2025Q4: 26,036 shares 26,036 $4.82M 0.02% +2,178 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: 25,111 shares; 2024Q4: 24,622 shares; 2025Q1: 22,086 shares; 2025Q2: 60,957 shares; 2025Q3: 58,882 shares; 2025Q4: 60,210 shares 60,210 $4.81M 0.02% +1,328 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,273 shares; 2024Q4: 50,031 shares; 2025Q1: 50,019 shares; 2025Q2: 43,585 shares; 2025Q3: 46,913 shares; 2025Q4: 45,756 shares 45,756 $4.8M 0.02% -1,157 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,549 shares; 2024Q4: 16,201 shares; 2025Q1: 18,242 shares; 2025Q2: 16,990 shares; 2025Q3: 54,699 shares; 2025Q4: 68,434 shares 68,434 $4.8M 0.02% +13,735 Timeline RSPN 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: 221,914 shares; 2024Q4: 218,344 shares; 2025Q1: 220,939 shares; 2025Q2: 85,653 shares; 2025Q3: 81,162 shares; 2025Q4: 84,364 shares 84,364 $4.78M 0.02% +3,202 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 9,759 shares; 2025Q1: 9,264 shares; 2025Q2: 9,937 shares; 2025Q3: 9,192 shares; 2025Q4: 9,683 shares 9,683 $4.75M 0.02% +491 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,267 shares; 2024Q4: 49,920 shares; 2025Q1: 47,699 shares; 2025Q2: 53,547 shares; 2025Q3: 54,256 shares; 2025Q4: 64,163 shares 64,163 $4.74M 0.02% +9,907 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,084 shares; 2024Q4: 70,006 shares; 2025Q1: 114,348 shares; 2025Q2: 173,747 shares; 2025Q3: 181,939 shares; 2025Q4: 178,319 shares 178,319 $4.72M 0.02% -3,620 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,832 shares; 2024Q4: 131,999 shares; 2025Q1: 105,139 shares; 2025Q2: 410,386 shares; 2025Q3: 124,365 shares; 2025Q4: 171,802 shares 171,802 $4.7M 0.02% +47,437 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: 91,513 shares; 2024Q4: 88,280 shares; 2025Q1: 77,210 shares; 2025Q2: 88,051 shares; 2025Q3: 145,371 shares; 2025Q4: 152,811 shares 152,811 $4.67M 0.02% +7,440 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,187 shares; 2024Q4: 16,477 shares; 2025Q1: 16,558 shares; 2025Q2: 18,966 shares; 2025Q3: 21,771 shares; 2025Q4: 23,961 shares 23,961 $4.66M 0.02% +2,190 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: 90,419 shares; 2024Q4: 84,797 shares; 2025Q1: 81,475 shares; 2025Q2: 82,170 shares; 2025Q3: 96,555 shares; 2025Q4: 86,478 shares 86,478 $4.66M 0.02% -10,077 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,612 shares; 2025Q1: 2,309 shares; 2025Q2: 2,281 shares; 2025Q3: 2,056 shares; 2025Q4: 4,606 shares 4,606 $4.65M 0.02% +2,550 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,411 shares; 2024Q4: 25,829 shares; 2025Q1: 22,578 shares; 2025Q2: 24,479 shares; 2025Q3: 24,671 shares; 2025Q4: 69,326 shares 69,326 $4.65M 0.02% +44,655 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,109 shares; 2024Q4: 442,200 shares; 2025Q1: 464,950 shares; 2025Q2: 486,663 shares; 2025Q3: 408,752 shares; 2025Q4: 350,356 shares 350,356 $4.63M 0.02% -58,396 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,419 shares; 2024Q4: 34,635 shares; 2025Q1: 32,442 shares; 2025Q2: 33,534 shares; 2025Q3: 31,852 shares; 2025Q4: 34,943 shares 34,943 $4.63M 0.02% +3,091 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,872 shares; 2025Q2: 49,362 shares; 2025Q3: 33,623 shares; 2025Q4: 32,130 shares 32,130 $4.62M 0.02% -1,493 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,956 shares; 2024Q4: 119,048 shares; 2025Q1: 90,820 shares; 2025Q2: 137,161 shares; 2025Q3: 86,822 shares; 2025Q4: 84,064 shares 84,064 $4.62M 0.02% -2,758 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,855 shares; 2024Q4: 286,139 shares; 2025Q1: 390,298 shares; 2025Q2: 366,353 shares; 2025Q3: 367,862 shares; 2025Q4: 366,463 shares 366,463 $4.61M 0.02% -1,399 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,792 shares; 2024Q4: 117,529 shares; 2025Q1: 110,452 shares; 2025Q2: 95,476 shares; 2025Q3: 76,799 shares; 2025Q4: 101,321 shares 101,321 $4.61M 0.02% +24,522 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,742 shares; 2024Q4: 197,353 shares; 2025Q1: 195,638 shares; 2025Q2: 192,759 shares; 2025Q3: 188,455 shares; 2025Q4: 197,227 shares 197,227 $4.6M 0.02% +8,772 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,728 shares; 2024Q4: 28,009 shares; 2025Q1: 27,756 shares; 2025Q2: 24,095 shares; 2025Q3: 23,234 shares; 2025Q4: 53,714 shares 53,714 $4.6M 0.02% +30,480 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,908 shares; 2024Q4: 84,475 shares; 2025Q1: 78,489 shares; 2025Q2: 80,136 shares; 2025Q3: 80,612 shares; 2025Q4: 81,936 shares 81,936 $4.58M 0.02% +1,324 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,540 shares; 2024Q4: 22,620 shares; 2025Q1: 17,686 shares; 2025Q2: 23,649 shares; 2025Q3: 44,199 shares; 2025Q4: 71,678 shares 71,678 $4.58M 0.02% +27,479 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,296 shares; 2024Q4: 57,214 shares; 2025Q1: 51,220 shares; 2025Q2: 51,757 shares; 2025Q3: 173,603 shares; 2025Q4: 170,758 shares 170,758 $4.57M 0.02% -2,845 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: 124,072 shares; 2024Q4: 129,420 shares; 2025Q1: 145,405 shares; 2025Q2: 144,865 shares; 2025Q3: 172,091 shares; 2025Q4: 158,378 shares 158,378 $4.57M 0.02% -13,713 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,886 shares; 2024Q4: 182,755 shares; 2025Q1: 174,145 shares; 2025Q2: 177,439 shares; 2025Q3: 174,800 shares; 2025Q4: 178,413 shares 178,413 $4.57M 0.02% +3,613 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,315 shares; 2024Q4: 55,683 shares; 2025Q1: 81,617 shares; 2025Q2: 105,257 shares; 2025Q3: 199,258 shares; 2025Q4: 90,353 shares 90,353 $4.56M 0.02% -108,905 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,404 shares; 2024Q4: 153,229 shares; 2025Q1: 223,931 shares; 2025Q2: 223,158 shares; 2025Q3: 213,573 shares; 2025Q4: 179,441 shares 179,441 $4.54M 0.02% -34,132 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: 132,282 shares; 2024Q4: 114,614 shares; 2025Q1: 114,375 shares; 2025Q2: 111,850 shares; 2025Q3: 122,248 shares; 2025Q4: 130,697 shares 130,697 $4.54M 0.02% +8,449 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,723 shares; 2024Q4: 76,028 shares; 2025Q1: 84,378 shares; 2025Q2: 93,820 shares; 2025Q3: 83,431 shares; 2025Q4: 82,800 shares 82,800 $4.54M 0.02% -631 Timeline WTAI 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: 147,225 shares; 2024Q4: 148,632 shares; 2025Q1: 148,413 shares; 2025Q2: 140,036 shares; 2025Q3: 151,563 shares; 2025Q4: 155,492 shares 155,492 $4.53M 0.02% +3,929 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,094 shares; 2024Q4: 99,600 shares; 2025Q1: 88,817 shares; 2025Q2: 95,045 shares; 2025Q3: 86,866 shares; 2025Q4: 92,384 shares 92,384 $4.53M 0.02% +5,518 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,218 shares; 2025Q1: 102,528 shares; 2025Q2: 107,364 shares; 2025Q3: 110,100 shares; 2025Q4: 115,775 shares 115,775 $4.5M 0.02% +5,675 Timeline DIHP 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: 32,049 shares; 2024Q4: 59,075 shares; 2025Q1: 59,001 shares; 2025Q2: 64,431 shares; 2025Q3: 87,603 shares; 2025Q4: 141,882 shares 141,882 $4.49M 0.02% +54,279 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,036 shares; 2024Q4: 105,252 shares; 2025Q1: 93,018 shares; 2025Q2: 91,757 shares; 2025Q3: 94,815 shares; 2025Q4: 94,168 shares 94,168 $4.48M 0.02% -647 Timeline DECW 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: 75,484 shares; 2024Q4: 138,632 shares; 2025Q1: 138,735 shares; 2025Q2: 136,185 shares; 2025Q3: 119,849 shares; 2025Q4: 131,968 shares 131,968 $4.48M 0.02% +12,119 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,838 shares; 2024Q4: 30,254 shares; 2025Q1: 34,216 shares; 2025Q2: 34,321 shares; 2025Q3: 42,571 shares; 2025Q4: 66,397 shares 66,397 $4.48M 0.02% +23,826 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: 39,079 shares; 2024Q4: 44,571 shares; 2025Q1: 71,972 shares; 2025Q2: 128,267 shares; 2025Q3: 135,049 shares; 2025Q4: 163,959 shares 163,959 $4.48M 0.02% +28,910 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,708 shares; 2024Q4: 38,318 shares; 2025Q1: 35,978 shares; 2025Q2: 36,520 shares; 2025Q3: 36,639 shares; 2025Q4: 39,346 shares 39,346 $4.47M 0.02% +2,707 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,214 shares; 2024Q4: 11,639 shares; 2025Q1: 12,876 shares; 2025Q2: 10,069 shares; 2025Q3: 11,574 shares; 2025Q4: 12,764 shares 12,764 $4.47M 0.02% +1,190 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: 18,298 shares; 2024Q4: 32,097 shares; 2025Q1: 56,444 shares; 2025Q2: 63,358 shares; 2025Q3: 96,295 shares; 2025Q4: 110,098 shares 110,098 $4.47M 0.02% +13,803 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: 68,943 shares; 2024Q4: 68,311 shares; 2025Q1: 69,611 shares; 2025Q2: 75,190 shares; 2025Q3: 113,112 shares; 2025Q4: 123,242 shares 123,242 $4.47M 0.02% +10,130 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: 219,115 shares; 2024Q4: 45,283 shares; 2025Q1: 34,158 shares; 2025Q2: 61,251 shares; 2025Q3: 43,183 shares; 2025Q4: 43,513 shares 43,513 $4.46M 0.02% +330 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,902 shares; 2024Q4: 81,046 shares; 2025Q1: 67,955 shares; 2025Q2: 76,340 shares; 2025Q3: 100,696 shares; 2025Q4: 100,291 shares 100,291 $4.45M 0.02% -405 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,212 shares; 2024Q4: 44,369 shares; 2025Q1: 44,868 shares; 2025Q2: 45,491 shares; 2025Q3: 35,409 shares; 2025Q4: 36,055 shares 36,055 $4.43M 0.02% +646 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,103 shares; 2024Q4: 173,385 shares; 2025Q1: 128,815 shares; 2025Q2: 136,229 shares; 2025Q3: 148,056 shares; 2025Q4: 147,312 shares 147,312 $4.43M 0.02% -744 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,963 shares; 2024Q4: 78,505 shares; 2025Q1: 53,632 shares; 2025Q2: 87,074 shares; 2025Q3: 82,316 shares; 2025Q4: 187,071 shares 187,071 $4.43M 0.02% +104,755 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: 45,063 shares; 2024Q4: 230,802 shares; 2025Q1: 160,387 shares; 2025Q2: 252,181 shares; 2025Q3: 332,079 shares; 2025Q4: 462,619 shares 462,619 $4.41M 0.02% +130,540 Timeline PFFA 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: 19,990 shares; 2024Q4: 97,255 shares; 2025Q1: 122,778 shares; 2025Q2: 130,781 shares; 2025Q3: 158,757 shares; 2025Q4: 204,308 shares 204,308 $4.4M 0.02% +45,551 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,111 shares; 2025Q4: 106,920 shares 106,920 $4.39M 0.02% +31,809 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,926 shares; 2024Q4: 46,188 shares; 2025Q1: 46,332 shares; 2025Q2: 45,355 shares; 2025Q3: 46,666 shares; 2025Q4: 54,683 shares 54,683 $4.39M 0.02% +8,017 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,608 shares; 2025Q1: 33,596 shares; 2025Q2: 41,402 shares; 2025Q3: 55,386 shares; 2025Q4: 58,567 shares 58,567 $4.39M 0.02% +3,181 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,199 shares; 2024Q4: 88,903 shares; 2025Q1: 115,375 shares; 2025Q2: 136,371 shares; 2025Q3: 108,997 shares; 2025Q4: 105,496 shares 105,496 $4.38M 0.02% -3,501 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,789 shares; 2024Q4: 192,720 shares; 2025Q1: 194,725 shares; 2025Q2: 214,625 shares; 2025Q3: 217,518 shares; 2025Q4: 194,903 shares 194,903 $4.37M 0.02% -22,615 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,800 shares; 2025Q1: 80,726 shares; 2025Q2: 98,732 shares; 2025Q3: 91,570 shares; 2025Q4: 86,168 shares 86,168 $4.36M 0.02% -5,402 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,339 shares; 2024Q4: 16,750 shares; 2025Q1: 14,676 shares; 2025Q2: 16,729 shares; 2025Q3: 15,115 shares; 2025Q4: 15,831 shares 15,831 $4.36M 0.02% +716 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,542 shares; 2024Q4: 27,359 shares; 2025Q1: 27,922 shares; 2025Q2: 25,010 shares; 2025Q3: 24,585 shares; 2025Q4: 27,348 shares 27,348 $4.35M 0.02% +2,763 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,911 shares; 2024Q4: 40,934 shares; 2025Q1: 44,715 shares; 2025Q2: 51,523 shares; 2025Q3: 53,331 shares; 2025Q4: 55,399 shares 55,399 $4.34M 0.02% +2,068 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 18,085 shares; 2025Q1: 16,990 shares; 2025Q2: 18,556 shares; 2025Q3: 19,178 shares; 2025Q4: 21,124 shares 21,124 $4.34M 0.02% +1,946 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,662 shares; 2024Q4: 63,647 shares; 2025Q1: 62,071 shares; 2025Q2: 31,514 shares; 2025Q3: 43,904 shares; 2025Q4: 42,338 shares 42,338 $4.33M 0.02% -1,566 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 5,750 shares; 2025Q1: 5,866 shares; 2025Q2: 6,294 shares; 2025Q3: 9,159 shares; 2025Q4: 9,715 shares 9,715 $4.32M 0.02% +556 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: 40,714 shares; 2024Q4: 46,450 shares; 2025Q1: 48,647 shares; 2025Q2: 54,199 shares; 2025Q3: 55,829 shares; 2025Q4: 54,945 shares 54,945 $4.32M 0.02% -884 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,606 shares; 2025Q3: 121,234 shares; 2025Q4: 157,087 shares 157,087 $4.31M 0.02% +35,853 Timeline DFSD 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: 44,857 shares; 2024Q4: 47,148 shares; 2025Q1: 51,699 shares; 2025Q2: 58,177 shares; 2025Q3: 64,056 shares; 2025Q4: 89,750 shares 89,750 $4.3M 0.02% +25,694 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,498 shares 92,498 $4.29M 0.02% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,041 shares; 2024Q4: 143,237 shares; 2025Q1: 99,035 shares; 2025Q2: 150,893 shares; 2025Q3: 105,162 shares; 2025Q4: 103,279 shares 103,279 $4.28M 0.02% -1,883 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,751 shares; 2024Q4: 41,536 shares; 2025Q1: 43,064 shares; 2025Q2: 45,056 shares; 2025Q3: 55,038 shares; 2025Q4: 66,425 shares 66,425 $4.28M 0.02% +11,387 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,763 shares; 2025Q3: 69,722 shares; 2025Q4: 69,701 shares 69,701 $4.28M 0.02% -21 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: not reported; 2024Q4: 16,836 shares; 2025Q1: 29,496 shares; 2025Q2: 37,892 shares; 2025Q3: 182,429 shares; 2025Q4: 192,877 shares 192,877 $4.27M 0.02% +10,448 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: 12,628 shares; 2024Q4: 14,951 shares; 2025Q1: 26,028 shares; 2025Q2: 28,308 shares; 2025Q3: 38,041 shares; 2025Q4: 52,080 shares 52,080 $4.27M 0.02% +14,039 Timeline RPG 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: 56,694 shares; 2024Q4: 63,764 shares; 2025Q1: 57,319 shares; 2025Q2: 56,720 shares; 2025Q3: 55,360 shares; 2025Q4: 91,404 shares 91,404 $4.27M 0.02% +36,044 Timeline PKW 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: 10,427 shares; 2024Q4: 25,021 shares; 2025Q1: 13,829 shares; 2025Q2: 29,840 shares; 2025Q3: 25,592 shares; 2025Q4: 31,741 shares 31,741 $4.26M 0.02% +6,149 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,232 shares; 2025Q2: 15,170 shares; 2025Q3: 14,042 shares; 2025Q4: 14,787 shares 14,787 $4.26M 0.02% +745 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 27,880 shares; 2025Q1: 39,473 shares; 2025Q2: 59,896 shares; 2025Q3: 72,063 shares; 2025Q4: 93,247 shares 93,247 $4.26M 0.02% +21,184 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: 19,657 shares; 2024Q4: 18,821 shares; 2025Q1: 20,193 shares; 2025Q2: 22,476 shares; 2025Q3: 18,977 shares; 2025Q4: 20,777 shares 20,777 $4.26M 0.02% +1,800 Timeline RWR 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: 18,632 shares; 2024Q4: 19,047 shares; 2025Q1: 18,134 shares; 2025Q2: 18,147 shares; 2025Q3: 34,253 shares; 2025Q4: 43,299 shares 43,299 $4.25M 0.02% +9,046 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,049 shares; 2024Q4: 221,850 shares; 2025Q1: 220,453 shares; 2025Q2: 267,576 shares; 2025Q3: 170,153 shares; 2025Q4: 171,424 shares 171,424 $4.25M 0.02% +1,271 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,124 shares; 2025Q1: 79,590 shares; 2025Q2: 108,077 shares; 2025Q3: 106,931 shares; 2025Q4: 109,553 shares 109,553 $4.24M 0.02% +2,622 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,511 shares; 2024Q4: 209,380 shares; 2025Q1: 63,914 shares; 2025Q2: 216,337 shares; 2025Q3: 76,587 shares; 2025Q4: 82,834 shares 82,834 $4.23M 0.02% +6,247 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 6,438 shares; 2025Q1: 6,074 shares; 2025Q2: 7,119 shares; 2025Q3: 97,345 shares; 2025Q4: 101,063 shares 101,063 $4.22M 0.02% +3,718 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,758 shares; 2024Q4: 247,674 shares; 2025Q1: 267,583 shares; 2025Q2: 300,782 shares; 2025Q3: 291,277 shares; 2025Q4: 300,227 shares 300,227 $4.21M 0.02% +8,950 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247,948 shares; 2025Q1: 219,882 shares; 2025Q2: 145,418 shares; 2025Q3: 135,465 shares; 2025Q4: 145,746 shares 145,746 $4.2M 0.02% +10,281 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,686 shares; 2024Q4: 245,579 shares; 2025Q1: 308,607 shares; 2025Q2: 326,003 shares; 2025Q3: 396,971 shares; 2025Q4: 438,630 shares 438,630 $4.2M 0.02% +41,659 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,204 shares; 2024Q4: 18,931 shares; 2025Q1: 12,757 shares; 2025Q2: 15,794 shares; 2025Q3: 15,921 shares; 2025Q4: 29,255 shares 29,255 $4.2M 0.02% +13,334 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,591 shares; 2025Q1: 3,563 shares; 2025Q2: 3,674 shares; 2025Q3: 3,437 shares; 2025Q4: 3,352 shares 3,352 $4.2M 0.02% -85 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: 74,178 shares; 2024Q4: 54,173 shares; 2025Q1: 38,506 shares; 2025Q2: 50,493 shares; 2025Q3: 41,715 shares; 2025Q4: 39,925 shares 39,925 $4.19M 0.02% -1,790 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,980 shares; 2024Q4: 65,407 shares; 2025Q1: 63,996 shares; 2025Q2: 63,742 shares; 2025Q3: 47,557 shares; 2025Q4: 41,836 shares 41,836 $4.18M 0.02% -5,721 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,957 shares; 2025Q3: 115,164 shares; 2025Q4: 137,669 shares 137,669 $4.17M 0.02% +22,505 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,682 shares; 2024Q4: 84,720 shares; 2025Q1: 83,968 shares; 2025Q2: 83,127 shares; 2025Q3: 106,925 shares; 2025Q4: 106,047 shares 106,047 $4.17M 0.02% -878 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: 15,851 shares; 2024Q4: 17,057 shares; 2025Q1: 21,064 shares; 2025Q2: 16,923 shares; 2025Q3: 17,783 shares; 2025Q4: 20,241 shares 20,241 $4.16M 0.02% +2,458 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 13,406 shares; 2025Q1: 16,274 shares; 2025Q2: 24,497 shares; 2025Q3: 31,616 shares; 2025Q4: 34,744 shares 34,744 $4.15M 0.02% +3,128 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,753 shares; 2024Q4: 27,692 shares; 2025Q1: 24,482 shares; 2025Q2: 46,104 shares; 2025Q3: 66,378 shares; 2025Q4: 49,395 shares 49,395 $4.13M 0.02% -16,983 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 46,052 shares; 2025Q1: 12,970 shares; 2025Q2: 45,013 shares; 2025Q3: 14,101 shares; 2025Q4: 15,902 shares 15,902 $4.12M 0.02% +1,801 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: 755 shares; 2024Q4: 8,827 shares; 2025Q1: 9,026 shares; 2025Q2: 9,091 shares; 2025Q3: 9,092 shares; 2025Q4: 9,064 shares 9,064 $4.11M 0.02% -28 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,947 shares; 2024Q4: 17,621 shares; 2025Q1: 16,316 shares; 2025Q2: 12,296 shares; 2025Q3: 20,507 shares; 2025Q4: 22,152 shares 22,152 $4.11M 0.02% +1,645 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 48,520 shares; 2025Q1: 43,376 shares; 2025Q2: 63,023 shares; 2025Q3: 61,751 shares; 2025Q4: 89,821 shares 89,821 $4.11M 0.02% +28,070 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,529 shares; 2024Q4: 79,266 shares; 2025Q1: 75,892 shares; 2025Q2: 73,921 shares; 2025Q3: 143,209 shares; 2025Q4: 170,009 shares 170,009 $4.1M 0.02% +26,800 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: 5,987 shares; 2024Q4: 51,221 shares; 2025Q1: 81,185 shares; 2025Q2: 74,114 shares; 2025Q3: 52,175 shares; 2025Q4: 48,877 shares 48,877 $4.08M 0.02% -3,298 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,484 shares; 2024Q4: 27,965 shares; 2025Q1: 26,663 shares; 2025Q2: 31,515 shares; 2025Q3: 36,157 shares; 2025Q4: 38,687 shares 38,687 $4.08M 0.02% +2,530 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 4,395 shares; 2025Q1: 10,038 shares; 2025Q2: 9,871 shares; 2025Q3: 7,091 shares; 2025Q4: 25,357 shares 25,357 $4.07M 0.02% +18,266 Timeline AVIG 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: 5,245 shares; 2024Q4: 9,076 shares; 2025Q1: 8,853 shares; 2025Q2: 8,290 shares; 2025Q3: 45,577 shares; 2025Q4: 96,888 shares 96,888 $4.06M 0.02% +51,311 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,878 shares; 2024Q4: 94,070 shares; 2025Q1: 96,353 shares; 2025Q2: 48,043 shares; 2025Q3: 61,153 shares; 2025Q4: 55,579 shares 55,579 $4.04M 0.02% -5,574 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: 147,135 shares; 2024Q4: 244,123 shares; 2025Q1: 329,880 shares; 2025Q2: 303,495 shares; 2025Q3: 164,959 shares; 2025Q4: 172,055 shares 172,055 $4.02M 0.02% +7,096 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,946 shares; 2025Q3: 113,996 shares; 2025Q4: 113,950 shares 113,950 $4.02M 0.02% -46 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,660 shares; 2024Q4: 214,039 shares; 2025Q1: 255,984 shares; 2025Q2: 265,158 shares; 2025Q3: 314,288 shares; 2025Q4: 342,052 shares 342,052 $4.02M 0.02% +27,764 Timeline USIG 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: 92,028 shares; 2024Q4: 112,492 shares; 2025Q1: 109,256 shares; 2025Q2: 86,521 shares; 2025Q3: 69,551 shares; 2025Q4: 77,459 shares 77,459 $4.01M 0.02% +7,908 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: 10,616 shares; 2024Q4: 10,779 shares; 2025Q1: 10,909 shares; 2025Q2: 11,857 shares; 2025Q3: 11,566 shares; 2025Q4: 11,628 shares 11,628 $4.01M 0.02% +62 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: 4,911 shares; 2024Q4: 14,527 shares; 2025Q1: 19,274 shares; 2025Q2: 18,810 shares; 2025Q3: 30,447 shares; 2025Q4: 34,781 shares 34,781 $4M 0.02% +4,334 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: 369,501 shares; 2024Q4: 140,373 shares; 2025Q1: 152,130 shares; 2025Q2: 161,881 shares; 2025Q3: 170,405 shares; 2025Q4: 212,458 shares 212,458 $4M 0.02% +42,053 Timeline DIVB 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: 37,399 shares; 2024Q4: 134,363 shares; 2025Q1: 56,702 shares; 2025Q2: 179,341 shares; 2025Q3: 68,859 shares; 2025Q4: 75,028 shares 75,028 $3.99M 0.02% +6,169 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,079 shares; 2025Q1: 130,690 shares; 2025Q2: 138,346 shares; 2025Q3: 190,561 shares; 2025Q4: 195,530 shares 195,530 $3.96M 0.02% +4,969 Timeline FMAR 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: 87,954 shares; 2024Q4: 94,313 shares; 2025Q1: 91,344 shares; 2025Q2: 99,617 shares; 2025Q3: 84,944 shares; 2025Q4: 83,309 shares 83,309 $3.95M 0.02% -1,635 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,469 shares; 2024Q4: 9,726 shares; 2025Q1: 8,786 shares; 2025Q2: 9,122 shares; 2025Q3: 25,054 shares; 2025Q4: 40,257 shares 40,257 $3.94M 0.02% +15,203 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,321 shares; 2025Q2: 159,721 shares; 2025Q3: 141,806 shares; 2025Q4: 141,351 shares 141,351 $3.91M 0.02% -455 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,934 shares 196,934 $3.9M 0.02% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,947 shares; 2024Q4: 68,535 shares; 2025Q1: 67,073 shares; 2025Q2: 81,802 shares; 2025Q3: 146,604 shares; 2025Q4: 164,627 shares 164,627 $3.89M 0.02% +18,023 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,087 shares; 2025Q1: 6,127 shares; 2025Q2: 5,346 shares; 2025Q3: 28,142 shares; 2025Q4: 27,790 shares 27,790 $3.89M 0.02% -352 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: 36,677 shares; 2024Q4: 38,430 shares; 2025Q1: 39,116 shares; 2025Q2: 54,742 shares; 2025Q3: 43,748 shares; 2025Q4: 101,040 shares 101,040 $3.88M 0.02% +57,292 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,882 shares; 2024Q4: 19,106 shares; 2025Q1: 20,275 shares; 2025Q2: 21,601 shares; 2025Q3: 22,671 shares; 2025Q4: 22,721 shares 22,721 $3.87M 0.02% +50 Timeline BSEP 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: 70,624 shares; 2024Q4: 74,159 shares; 2025Q1: 78,595 shares; 2025Q2: 84,829 shares; 2025Q3: 78,608 shares; 2025Q4: 78,513 shares 78,513 $3.87M 0.02% -95 Timeline BKLN 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: 238,036 shares; 2024Q4: 208,056 shares; 2025Q1: 211,761 shares; 2025Q2: 219,365 shares; 2025Q3: 220,848 shares; 2025Q4: 183,834 shares 183,834 $3.86M 0.02% -37,014 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: 3,884 shares; 2024Q4: 5,960 shares; 2025Q1: 5,664 shares; 2025Q2: 5,832 shares; 2025Q3: 10,806 shares; 2025Q4: 14,121 shares 14,121 $3.86M 0.02% +3,315 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,507 shares; 2024Q4: 66,735 shares; 2025Q1: 67,031 shares; 2025Q2: 71,207 shares; 2025Q3: 63,465 shares; 2025Q4: 68,280 shares 68,280 $3.84M 0.02% +4,815 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,092 shares; 2024Q4: 67,161 shares; 2025Q1: 67,950 shares; 2025Q2: 73,131 shares; 2025Q3: 95,026 shares; 2025Q4: 97,502 shares 97,502 $3.84M 0.02% +2,476 Timeline BSSX 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: 94,380 shares; 2024Q4: 112,935 shares; 2025Q1: 122,918 shares; 2025Q2: 123,450 shares; 2025Q3: 135,825 shares; 2025Q4: 148,476 shares 148,476 $3.84M 0.02% +12,651 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,856 shares; 2025Q4: 29,358 shares 29,358 $3.83M 0.02% +502 Timeline BAUG 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: 60,608 shares; 2024Q4: 121,797 shares; 2025Q1: 62,402 shares; 2025Q2: 127,091 shares; 2025Q3: 75,577 shares; 2025Q4: 76,234 shares 76,234 $3.81M 0.02% +657 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,589 shares; 2025Q1: 6,607 shares; 2025Q2: 6,603 shares; 2025Q3: 6,600 shares; 2025Q4: 6,592 shares 6,592 $3.81M 0.02% -8 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,212 shares; 2024Q4: 85,784 shares; 2025Q1: 82,386 shares; 2025Q2: 97,749 shares; 2025Q3: 90,407 shares; 2025Q4: 85,696 shares 85,696 $3.81M 0.02% -4,711 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,454 shares; 2024Q4: 58,899 shares; 2025Q1: 62,324 shares; 2025Q2: 65,695 shares; 2025Q3: 64,691 shares; 2025Q4: 63,028 shares 63,028 $3.81M 0.02% -1,663 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,472 shares; 2024Q4: 23,968 shares; 2025Q1: 20,282 shares; 2025Q2: 25,113 shares; 2025Q3: 28,803 shares; 2025Q4: 29,516 shares 29,516 $3.8M 0.02% +713 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,350 shares; 2024Q4: 9,094 shares; 2025Q1: 8,310 shares; 2025Q2: 10,918 shares; 2025Q3: 12,367 shares; 2025Q4: 70,272 shares 70,272 $3.8M 0.02% +57,905 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,835 shares; 2024Q4: 64,693 shares; 2025Q1: 63,808 shares; 2025Q2: 52,151 shares; 2025Q3: 62,497 shares; 2025Q4: 74,291 shares 74,291 $3.8M 0.02% +11,794 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: 51,218 shares; 2024Q4: 50,202 shares; 2025Q1: 45,919 shares; 2025Q2: 46,885 shares; 2025Q3: 48,037 shares; 2025Q4: 44,520 shares 44,520 $3.8M 0.02% -3,517 Timeline KAPR 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: 104,182 shares; 2024Q4: 115,656 shares; 2025Q1: 96,898 shares; 2025Q2: 130,446 shares; 2025Q3: 110,645 shares; 2025Q4: 107,711 shares 107,711 $3.78M 0.02% -2,934 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,560 shares; 2024Q4: 68,630 shares; 2025Q1: 67,055 shares; 2025Q2: 65,081 shares; 2025Q3: 64,531 shares; 2025Q4: 85,330 shares 85,330 $3.78M 0.02% +20,799 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,897 shares; 2024Q4: 27,412 shares; 2025Q1: 29,257 shares; 2025Q2: 30,196 shares; 2025Q3: 47,873 shares; 2025Q4: 50,048 shares 50,048 $3.77M 0.02% +2,175 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: 10,083 shares; 2024Q4: 10,752 shares; 2025Q1: 20,146 shares; 2025Q2: 36,935 shares; 2025Q3: 47,074 shares; 2025Q4: 138,086 shares 138,086 $3.76M 0.02% +91,012 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,651 shares; 2024Q4: 53,035 shares; 2025Q1: 46,047 shares; 2025Q2: 56,478 shares; 2025Q3: 145,515 shares; 2025Q4: 149,373 shares 149,373 $3.75M 0.02% +3,858 Timeline AFMC 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: 64,326 shares; 2024Q4: 70,805 shares; 2025Q1: 74,327 shares; 2025Q2: 77,847 shares; 2025Q3: 78,270 shares; 2025Q4: 108,407 shares 108,407 $3.74M 0.02% +30,137 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262,623 shares 262,623 $3.71M 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,933 shares; 2024Q4: 45,131 shares; 2025Q1: 45,044 shares; 2025Q2: 42,576 shares; 2025Q3: 35,493 shares; 2025Q4: 55,230 shares 55,230 $3.71M 0.02% +19,737 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: 27,473 shares; 2024Q4: 25,965 shares; 2025Q1: 29,965 shares; 2025Q2: 24,131 shares; 2025Q3: 23,531 shares; 2025Q4: 24,497 shares 24,497 $3.71M 0.02% +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: 19,324 shares; 2024Q4: 15,989 shares; 2025Q1: 16,589 shares; 2025Q2: 17,919 shares; 2025Q3: 21,058 shares; 2025Q4: 71,369 shares 71,369 $3.7M 0.02% +50,311 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,714 shares; 2024Q4: 50,234 shares; 2025Q1: 58,512 shares; 2025Q2: 61,368 shares; 2025Q3: 67,946 shares; 2025Q4: 68,882 shares 68,882 $3.69M 0.02% +936 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,421 shares; 2024Q4: 96,539 shares; 2025Q1: 86,484 shares; 2025Q2: 112,583 shares; 2025Q3: 105,269 shares; 2025Q4: 110,053 shares 110,053 $3.69M 0.02% +4,784 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 8,168 shares; 2025Q1: 4,428 shares; 2025Q2: 4,059 shares; 2025Q3: 8,657 shares; 2025Q4: 14,126 shares 14,126 $3.69M 0.02% +5,469 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,807 shares; 2024Q4: 22,566 shares; 2025Q1: 24,853 shares; 2025Q2: 36,914 shares; 2025Q3: 46,626 shares; 2025Q4: 72,967 shares 72,967 $3.67M 0.02% +26,341 Timeline SPEM 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: 178,379 shares; 2024Q4: 58,386 shares; 2025Q1: 57,074 shares; 2025Q2: 58,682 shares; 2025Q3: 70,723 shares; 2025Q4: 78,410 shares 78,410 $3.67M 0.02% +7,687 Timeline RYLD 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: 196,750 shares; 2024Q4: 262,859 shares; 2025Q1: 292,697 shares; 2025Q2: 284,562 shares; 2025Q3: 282,198 shares; 2025Q4: 239,337 shares 239,337 $3.66M 0.02% -42,861 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,435 shares; 2025Q4: 78,284 shares 78,284 $3.65M 0.02% +10,849 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250,826 shares; 2025Q1: 264,014 shares; 2025Q2: 292,875 shares; 2025Q3: 197,001 shares; 2025Q4: 202,704 shares 202,704 $3.65M 0.02% +5,703 Timeline AAPR 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: 138,226 shares; 2024Q4: 138,226 shares; 2025Q1: 130,951 shares; 2025Q2: 130,948 shares; 2025Q3: 128,305 shares; 2025Q4: 127,954 shares 127,954 $3.64M 0.01% -351 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: 117,648 shares; 2024Q4: 116,505 shares; 2025Q1: 93,379 shares; 2025Q2: 101,144 shares; 2025Q3: 96,237 shares; 2025Q4: 99,226 shares 99,226 $3.63M 0.01% +2,989 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,656 shares; 2024Q4: 18,037 shares; 2025Q1: 18,252 shares; 2025Q2: 17,767 shares; 2025Q3: 16,904 shares; 2025Q4: 19,672 shares 19,672 $3.63M 0.01% +2,768 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 7,900 shares; 2025Q1: 18,194 shares; 2025Q2: 20,821 shares; 2025Q3: 20,820 shares; 2025Q4: 28,088 shares 28,088 $3.62M 0.01% +7,268 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,356 shares; 2025Q2: 49,531 shares; 2025Q3: 50,474 shares; 2025Q4: 51,187 shares 51,187 $3.62M 0.01% +713 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,636 shares; 2024Q4: 265,344 shares; 2025Q1: 230,112 shares; 2025Q2: 246,150 shares; 2025Q3: 135,304 shares; 2025Q4: 161,457 shares 161,457 $3.61M 0.01% +26,153 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,647 shares; 2024Q4: 52,942 shares; 2025Q1: 471,298 shares; 2025Q2: 568,118 shares; 2025Q3: 728,006 shares; 2025Q4: 254,338 shares 254,338 $3.61M 0.01% -473,668 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,130 shares; 2024Q4: 419,957 shares; 2025Q1: 435,230 shares; 2025Q2: 483,845 shares; 2025Q3: 449,953 shares; 2025Q4: 141,180 shares 141,180 $3.6M 0.01% -308,773 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 12,251 shares; 2025Q1: 13,040 shares; 2025Q2: 13,806 shares; 2025Q3: 12,527 shares; 2025Q4: 15,777 shares 15,777 $3.59M 0.01% +3,250 Timeline IYE 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: 42,230 shares; 2024Q4: 51,491 shares; 2025Q1: 111,394 shares; 2025Q2: 113,236 shares; 2025Q3: 97,098 shares; 2025Q4: 75,510 shares 75,510 $3.59M 0.01% -21,588 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,398 shares; 2025Q2: 7,588 shares; 2025Q3: 38,704 shares; 2025Q4: 55,284 shares 55,284 $3.58M 0.01% +16,580 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,879 shares; 2025Q1: 4,884 shares; 2025Q2: 5,493 shares; 2025Q3: 5,684 shares; 2025Q4: 5,731 shares 5,731 $3.57M 0.01% +47 Timeline GDEC 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: 24,128 shares; 2024Q4: 83,709 shares; 2025Q1: 80,352 shares; 2025Q2: 88,568 shares; 2025Q3: 70,327 shares; 2025Q4: 94,277 shares 94,277 $3.57M 0.01% +23,950 Timeline FNOV 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: 40,818 shares; 2024Q4: 56,121 shares; 2025Q1: 54,272 shares; 2025Q2: 58,953 shares; 2025Q3: 55,187 shares; 2025Q4: 65,000 shares 65,000 $3.56M 0.01% +9,813 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,313 shares; 2024Q4: 84,840 shares; 2025Q1: 79,688 shares; 2025Q2: 67,083 shares; 2025Q3: 90,911 shares; 2025Q4: 91,039 shares 91,039 $3.55M 0.01% +128 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,666 shares; 2024Q4: 174,916 shares; 2025Q1: 177,466 shares; 2025Q2: 180,338 shares; 2025Q3: 450,578 shares; 2025Q4: 684,566 shares 684,566 $3.53M 0.01% +233,988 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: 56,533 shares; 2024Q4: 63,795 shares; 2025Q1: 53,459 shares; 2025Q2: 60,404 shares; 2025Q3: 57,161 shares; 2025Q4: 62,307 shares 62,307 $3.53M 0.01% +5,146 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: 5,244 shares; 2024Q4: 11,376 shares; 2025Q1: 11,598 shares; 2025Q2: 12,208 shares; 2025Q3: 12,790 shares; 2025Q4: 14,048 shares 14,048 $3.52M 0.01% +1,258 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,721 shares; 2025Q1: 15,304 shares; 2025Q2: 20,634 shares; 2025Q3: 16,221 shares; 2025Q4: 15,042 shares 15,042 $3.52M 0.01% -1,179 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,639 shares; 2025Q1: 14,662 shares; 2025Q2: 18,861 shares; 2025Q3: 21,228 shares; 2025Q4: 203,042 shares 203,042 $3.52M 0.01% +181,814 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: 28,021 shares; 2024Q4: 58,588 shares; 2025Q1: 47,554 shares; 2025Q2: 62,508 shares; 2025Q3: 55,171 shares; 2025Q4: 58,224 shares 58,224 $3.52M 0.01% +3,053 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: 16,945 shares; 2024Q4: 16,597 shares; 2025Q1: 17,402 shares; 2025Q2: 16,934 shares; 2025Q3: 16,090 shares; 2025Q4: 15,761 shares 15,761 $3.5M 0.01% -329 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,964 shares; 2024Q4: 77,840 shares; 2025Q1: 93,306 shares; 2025Q2: 106,934 shares; 2025Q3: 107,741 shares; 2025Q4: 137,363 shares 137,363 $3.5M 0.01% +29,622 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664,256 shares; 2024Q4: 1,660,364 shares; 2025Q1: 673,512 shares; 2025Q2: 76,201 shares; 2025Q3: 74,225 shares; 2025Q4: 74,304 shares 74,304 $3.49M 0.01% +79 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,804 shares; 2024Q4: 47,368 shares; 2025Q1: 37,178 shares; 2025Q2: 33,687 shares; 2025Q3: 34,088 shares; 2025Q4: 33,452 shares 33,452 $3.46M 0.01% -636 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: not reported; 2024Q4: 109,700 shares; 2025Q1: 126,232 shares; 2025Q2: 118,212 shares; 2025Q3: 110,134 shares; 2025Q4: 134,193 shares 134,193 $3.45M 0.01% +24,059 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: 29,720 shares; 2024Q4: 101,979 shares; 2025Q1: 118,361 shares; 2025Q2: 121,853 shares; 2025Q3: 78,895 shares; 2025Q4: 77,534 shares 77,534 $3.44M 0.01% -1,361 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,565 shares; 2024Q4: 31,763 shares; 2025Q1: 24,218 shares; 2025Q2: 23,929 shares; 2025Q3: 24,797 shares; 2025Q4: 24,634 shares 24,634 $3.43M 0.01% -163 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,412 shares; 2024Q4: 59,446 shares; 2025Q1: 66,518 shares; 2025Q2: 69,665 shares; 2025Q3: 58,111 shares; 2025Q4: 64,296 shares 64,296 $3.43M 0.01% +6,185 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,938 shares; 2024Q4: 65,650 shares; 2025Q1: 59,729 shares; 2025Q2: 64,599 shares; 2025Q3: 57,170 shares; 2025Q4: 56,657 shares 56,657 $3.42M 0.01% -513 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,479 shares; 2025Q3: 29,473 shares; 2025Q4: 40,646 shares 40,646 $3.4M 0.01% +11,173 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: 6,688 shares; 2024Q4: 6,740 shares; 2025Q1: 4,905 shares; 2025Q2: 3,683 shares; 2025Q3: 3,834 shares; 2025Q4: 4,405 shares 4,405 $3.4M 0.01% +571 Timeline FGM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,206 shares; 2025Q4: 54,475 shares 54,475 $3.4M 0.01% +269 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225,544 shares 225,544 $3.38M 0.01% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,234 shares; 2024Q4: 33,706 shares; 2025Q1: 34,731 shares; 2025Q2: 42,760 shares; 2025Q3: 47,500 shares; 2025Q4: 67,610 shares 67,610 $3.37M 0.01% +20,110 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,882 shares; 2024Q4: 38,689 shares; 2025Q1: 40,630 shares; 2025Q2: 44,054 shares; 2025Q3: 40,856 shares; 2025Q4: 47,476 shares 47,476 $3.37M 0.01% +6,620 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,669 shares; 2025Q1: 5,189 shares; 2025Q2: 5,603 shares; 2025Q3: 5,332 shares; 2025Q4: 5,798 shares 5,798 $3.37M 0.01% +466 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,942 shares; 2024Q4: 74,203 shares; 2025Q1: 76,947 shares; 2025Q2: 91,353 shares; 2025Q3: 82,630 shares; 2025Q4: 97,019 shares 97,019 $3.33M 0.01% +14,389 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,555 shares; 2024Q4: 153,190 shares; 2025Q1: 142,117 shares; 2025Q2: 138,539 shares; 2025Q3: 175,651 shares; 2025Q4: 175,834 shares 175,834 $3.33M 0.01% +183 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: 16,225 shares; 2024Q4: 19,863 shares; 2025Q1: 20,422 shares; 2025Q2: 19,828 shares; 2025Q3: 19,513 shares; 2025Q4: 19,789 shares 19,789 $3.33M 0.01% +276 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,692 shares; 2024Q4: 47,413 shares; 2025Q1: 47,696 shares; 2025Q2: 49,554 shares; 2025Q3: 154,252 shares; 2025Q4: 167,163 shares 167,163 $3.32M 0.01% +12,911 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,644 shares; 2024Q4: 265,993 shares; 2025Q1: 223,403 shares; 2025Q2: 175,293 shares; 2025Q3: 244,567 shares; 2025Q4: 142,111 shares 142,111 $3.3M 0.01% -102,456 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,941 shares; 2024Q4: 63,210 shares; 2025Q1: 64,596 shares; 2025Q2: 63,676 shares; 2025Q3: 70,577 shares; 2025Q4: 66,471 shares 66,471 $3.29M 0.01% -4,106 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: not reported; 2024Q4: not reported; 2025Q1: 7,644 shares; 2025Q2: 90,606 shares; 2025Q3: 103,838 shares; 2025Q4: 86,984 shares 86,984 $3.28M 0.01% -16,854 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,789 shares; 2024Q4: 36,847 shares; 2025Q1: 41,215 shares; 2025Q2: 47,028 shares; 2025Q3: 40,282 shares; 2025Q4: 34,061 shares 34,061 $3.28M 0.01% -6,221 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,110 shares; 2024Q4: 132,327 shares; 2025Q1: 72,281 shares; 2025Q2: 30,361 shares; 2025Q3: 31,955 shares; 2025Q4: 28,781 shares 28,781 $3.28M 0.01% -3,174 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: not reported; 2025Q3: 28,265 shares; 2025Q4: 36,962 shares 36,962 $3.28M 0.01% +8,697 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,413 shares; 2024Q4: 18,832 shares; 2025Q1: 20,147 shares; 2025Q2: 16,831 shares; 2025Q3: 15,834 shares; 2025Q4: 19,932 shares 19,932 $3.25M 0.01% +4,098 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,407 shares; 2024Q4: 168,827 shares; 2025Q1: 173,245 shares; 2025Q2: 208,557 shares; 2025Q3: 176,494 shares; 2025Q4: 275,861 shares 275,861 $3.21M 0.01% +99,367 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,136 shares; 2024Q4: 43,527 shares; 2025Q1: 34,567 shares; 2025Q2: 43,474 shares; 2025Q3: 39,578 shares; 2025Q4: 40,463 shares 40,463 $3.2M 0.01% +885 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,010 shares; 2024Q4: 104,722 shares; 2025Q1: 94,375 shares; 2025Q2: 79,537 shares; 2025Q3: 71,754 shares; 2025Q4: 68,561 shares 68,561 $3.19M 0.01% -3,193 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,012 shares; 2024Q4: 14,780 shares; 2025Q1: 14,640 shares; 2025Q2: 15,063 shares; 2025Q3: 77,511 shares; 2025Q4: 73,549 shares 73,549 $3.19M 0.01% -3,962 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,758 shares; 2025Q1: 5,557 shares; 2025Q2: 4,709 shares; 2025Q3: 4,284 shares; 2025Q4: 5,209 shares 5,209 $3.19M 0.01% +925 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164,004 shares 164,004 $3.18M 0.01% new Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,783 shares; 2024Q4: 400,969 shares; 2025Q1: 404,019 shares; 2025Q2: 400,969 shares; 2025Q3: 616,175 shares; 2025Q4: 614,175 shares 614,175 $3.16M 0.01% -2,000 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: 26,921 shares; 2024Q4: 27,483 shares; 2025Q1: 26,989 shares; 2025Q2: 25,796 shares; 2025Q3: 33,066 shares; 2025Q4: 34,763 shares 34,763 $3.16M 0.01% +1,697 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 9,961 shares; 2025Q1: 5,865 shares; 2025Q2: 6,676 shares; 2025Q3: 8,016 shares; 2025Q4: 12,987 shares 12,987 $3.15M 0.01% +4,971 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,803 shares; 2024Q4: 47,826 shares; 2025Q1: 40,261 shares; 2025Q2: 44,162 shares; 2025Q3: 38,137 shares; 2025Q4: 38,598 shares 38,598 $3.13M 0.01% +461 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,304 shares; 2024Q4: 543,949 shares; 2025Q1: 372,698 shares; 2025Q2: 408,618 shares; 2025Q3: 312,146 shares; 2025Q4: 272,543 shares 272,543 $3.12M 0.01% -39,603 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 10,109 shares; 2025Q1: 9,300 shares; 2025Q2: 23,606 shares; 2025Q3: 42,553 shares; 2025Q4: 57,968 shares 57,968 $3.12M 0.01% +15,415 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: 4,658 shares; 2024Q4: 5,394 shares; 2025Q1: 7,064 shares; 2025Q2: 28,550 shares; 2025Q3: 39,798 shares; 2025Q4: 48,524 shares 48,524 $3.12M 0.01% +8,726 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: 195 shares; 2024Q4: 238 shares; 2025Q1: 230 shares; 2025Q2: 2,882 shares; 2025Q3: 19,464 shares; 2025Q4: 20,256 shares 20,256 $3.11M 0.01% +792 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 12,986 shares; 2025Q1: 13,001 shares; 2025Q2: 14,873 shares; 2025Q3: 18,124 shares; 2025Q4: 17,886 shares 17,886 $3.1M 0.01% -238 Timeline FDRR 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: 50,022 shares; 2024Q4: 48,287 shares; 2025Q1: 38,332 shares; 2025Q2: 54,693 shares; 2025Q3: 34,112 shares; 2025Q4: 50,724 shares 50,724 $3.1M 0.01% +16,612 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 1,664 shares; 2025Q1: 1,532 shares; 2025Q2: 1,396 shares; 2025Q3: 14,765 shares; 2025Q4: 15,883 shares 15,883 $3.09M 0.01% +1,118 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,851 shares; 2024Q4: 16,313 shares; 2025Q1: 79,890 shares; 2025Q2: 79,568 shares; 2025Q3: 77,470 shares; 2025Q4: 77,174 shares 77,174 $3.08M 0.01% -296 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,348 shares; 2024Q4: 8,450 shares; 2025Q1: 8,414 shares; 2025Q2: 8,414 shares; 2025Q3: 17,614 shares; 2025Q4: 17,690 shares 17,690 $3.08M 0.01% +76 Timeline XMAY 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: 81,352 shares; 2024Q4: 85,033 shares; 2025Q1: 84,686 shares; 2025Q2: 101,838 shares; 2025Q3: 96,753 shares; 2025Q4: 87,998 shares 87,998 $3.07M 0.01% -8,755 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,865 shares; 2025Q2: 3,743 shares; 2025Q3: 37,057 shares; 2025Q4: 39,619 shares 39,619 $3.06M 0.01% +2,562 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,071 shares; 2024Q4: 28,579 shares; 2025Q1: 22,053 shares; 2025Q2: 18,652 shares; 2025Q3: 18,814 shares; 2025Q4: 21,307 shares 21,307 $3.05M 0.01% +2,493 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,079 shares; 2024Q4: 30,582 shares; 2025Q1: 16,240 shares; 2025Q2: 17,420 shares; 2025Q3: 14,441 shares; 2025Q4: 13,570 shares 13,570 $3.05M 0.01% -871 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: 54,746 shares; 2024Q4: 54,885 shares; 2025Q1: 55,592 shares; 2025Q2: 54,970 shares; 2025Q3: 50,369 shares; 2025Q4: 46,794 shares 46,794 $3.05M 0.01% -3,575 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,326 shares; 2024Q4: 42,113 shares; 2025Q1: 42,972 shares; 2025Q2: 43,430 shares; 2025Q3: 43,633 shares; 2025Q4: 44,387 shares 44,387 $3.04M 0.01% +754 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,072 shares; 2024Q4: 27,622 shares; 2025Q1: 12,215 shares; 2025Q2: 12,256 shares; 2025Q3: 19,888 shares; 2025Q4: 21,083 shares 21,083 $3.04M 0.01% +1,195 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: 37,875 shares; 2024Q4: 42,460 shares; 2025Q1: 40,282 shares; 2025Q2: 48,802 shares; 2025Q3: 48,472 shares; 2025Q4: 58,184 shares 58,184 $3.02M 0.01% +9,712 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,207 shares; 2024Q4: 68,858 shares; 2025Q1: 63,675 shares; 2025Q2: 80,663 shares; 2025Q3: 84,614 shares; 2025Q4: 172,095 shares 172,095 $3.02M 0.01% +87,481 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,119 shares; 2024Q4: 125,184 shares; 2025Q1: 123,274 shares; 2025Q2: 126,776 shares; 2025Q3: 133,732 shares; 2025Q4: 124,389 shares 124,389 $3.02M 0.01% -9,343 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,789 shares; 2024Q4: 25,971 shares; 2025Q1: 36,510 shares; 2025Q2: 63,336 shares; 2025Q3: 70,969 shares; 2025Q4: 62,545 shares 62,545 $3.01M 0.01% -8,424 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,001 shares; 2024Q4: 211,958 shares; 2025Q1: 196,104 shares; 2025Q2: 200,297 shares; 2025Q3: 166,809 shares; 2025Q4: 173,807 shares 173,807 $3M 0.01% +6,998 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: 84,262 shares; 2024Q4: 48,275 shares; 2025Q1: 48,188 shares; 2025Q2: 46,940 shares; 2025Q3: 150,836 shares; 2025Q4: 154,649 shares 154,649 $3M 0.01% +3,813 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,498 shares; 2024Q4: 123,854 shares; 2025Q1: 46,391 shares; 2025Q2: 56,934 shares; 2025Q3: 41,492 shares; 2025Q4: 41,689 shares 41,689 $2.99M 0.01% +197 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,897 shares; 2024Q4: 13,423 shares; 2025Q1: 13,031 shares; 2025Q2: 14,324 shares; 2025Q3: 14,979 shares; 2025Q4: 45,979 shares 45,979 $2.99M 0.01% +31,000 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: 88,322 shares; 2024Q4: 124,998 shares; 2025Q1: 126,393 shares; 2025Q2: 112,116 shares; 2025Q3: 117,463 shares; 2025Q4: 124,224 shares 124,224 $2.98M 0.01% +6,761 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,404 shares; 2024Q4: 116,285 shares; 2025Q1: 118,184 shares; 2025Q2: 67,722 shares; 2025Q3: 65,532 shares; 2025Q4: 77,118 shares 77,118 $2.98M 0.01% +11,586 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: 22,481 shares; 2024Q4: 25,134 shares; 2025Q1: 18,199 shares; 2025Q2: 21,835 shares; 2025Q3: 30,969 shares; 2025Q4: 37,209 shares 37,209 $2.98M 0.01% +6,240 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 7,225 shares; 2025Q1: 5,999 shares; 2025Q2: 42,451 shares; 2025Q3: 51,524 shares; 2025Q4: 55,301 shares 55,301 $2.96M 0.01% +3,777 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,167 shares; 2025Q3: 71,336 shares; 2025Q4: 85,213 shares 85,213 $2.96M 0.01% +13,877 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,794 shares; 2024Q4: 59,751 shares; 2025Q1: 51,388 shares; 2025Q2: 52,816 shares; 2025Q3: 67,998 shares; 2025Q4: 55,441 shares 55,441 $2.94M 0.01% -12,557 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,852 shares; 2024Q4: 65,707 shares; 2025Q1: 30,010 shares; 2025Q2: 30,690 shares; 2025Q3: 42,350 shares; 2025Q4: 37,007 shares 37,007 $2.94M 0.01% -5,343 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 59,364 shares; 2025Q1: 16,454 shares; 2025Q2: 25,077 shares; 2025Q3: 16,985 shares; 2025Q4: 27,536 shares 27,536 $2.94M 0.01% +10,551 Timeline