PRXG 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: 61,851 shares; 2025Q3: 72,397 shares; 2025Q4: 80,271 shares 80,271 $2.93M 0.01% +7,874 Timeline HYZD 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: 40,137 shares; 2024Q4: 46,391 shares; 2025Q1: 16,858 shares; 2025Q2: 14,304 shares; 2025Q3: 83,845 shares; 2025Q4: 129,689 shares 129,689 $2.92M 0.01% +45,844 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,548 shares; 2024Q4: 535,022 shares; 2025Q1: 538,628 shares; 2025Q2: 530,864 shares; 2025Q3: 347,625 shares; 2025Q4: 339,323 shares 339,323 $2.92M 0.01% -8,302 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,412 shares; 2024Q4: 121,271 shares; 2025Q1: 95,748 shares; 2025Q2: 94,420 shares; 2025Q3: 136,527 shares; 2025Q4: 133,521 shares 133,521 $2.91M 0.01% -3,006 Timeline FPXI 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: 36,121 shares; 2024Q4: 44,469 shares; 2025Q1: 39,296 shares; 2025Q2: 43,149 shares; 2025Q3: 35,047 shares; 2025Q4: 49,160 shares 49,160 $2.91M 0.01% +14,113 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,215 shares; 2024Q4: 85,406 shares; 2025Q1: 83,851 shares; 2025Q2: 90,851 shares; 2025Q3: 108,998 shares; 2025Q4: 107,914 shares 107,914 $2.88M 0.01% -1,084 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,984 shares; 2024Q4: 34,572 shares; 2025Q1: 26,036 shares; 2025Q2: 27,688 shares; 2025Q3: 25,071 shares; 2025Q4: 28,063 shares 28,063 $2.88M 0.01% +2,992 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 62,946 shares; 2025Q4: 66,250 shares 66,250 $2.88M 0.01% +3,304 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 15,971 shares; 2025Q1: 14,088 shares; 2025Q2: 29,408 shares; 2025Q3: 29,344 shares; 2025Q4: 29,378 shares 29,378 $2.88M 0.01% +34 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,186 shares; 2024Q4: 739,363 shares; 2025Q1: 671,532 shares; 2025Q2: 687,604 shares; 2025Q3: 519,380 shares; 2025Q4: 456,284 shares 456,284 $2.87M 0.01% -63,096 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,971 shares; 2024Q4: 21,392 shares; 2025Q1: 22,024 shares; 2025Q2: 14,865 shares; 2025Q3: 12,912 shares; 2025Q4: 13,233 shares 13,233 $2.87M 0.01% +321 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 10,861 shares; 2025Q1: 10,211 shares; 2025Q2: 13,463 shares; 2025Q3: 13,530 shares; 2025Q4: 15,458 shares 15,458 $2.85M 0.01% +1,928 Timeline GJAN 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: 118,672 shares; 2024Q4: 50,696 shares; 2025Q1: 69,648 shares; 2025Q2: 73,463 shares; 2025Q3: 61,182 shares; 2025Q4: 66,628 shares 66,628 $2.85M 0.01% +5,446 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,219 shares; 2025Q1: 1,156 shares; 2025Q2: 1,030 shares; 2025Q3: 5,796 shares; 2025Q4: 8,907 shares 8,907 $2.85M 0.01% +3,111 Timeline AGGY 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: 20,728 shares; 2024Q4: 24,798 shares; 2025Q1: 40,512 shares; 2025Q2: 45,779 shares; 2025Q3: 59,834 shares; 2025Q4: 64,498 shares 64,498 $2.84M 0.01% +4,664 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,359 shares; 2024Q4: 8,302 shares; 2025Q1: 8,345 shares; 2025Q2: 7,485 shares; 2025Q3: 13,946 shares; 2025Q4: 14,627 shares 14,627 $2.84M 0.01% +681 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,114 shares; 2024Q4: 51,002 shares; 2025Q1: 51,987 shares; 2025Q2: 60,941 shares; 2025Q3: 48,216 shares; 2025Q4: 48,337 shares 48,337 $2.84M 0.01% +121 Timeline DFAE 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: 324,512 shares; 2024Q4: 67,840 shares; 2025Q1: 66,222 shares; 2025Q2: 77,936 shares; 2025Q3: 72,768 shares; 2025Q4: 87,081 shares 87,081 $2.84M 0.01% +14,313 Timeline CSM 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: 36,479 shares; 2024Q4: 36,975 shares; 2025Q1: 35,389 shares; 2025Q2: 35,427 shares; 2025Q3: 35,604 shares; 2025Q4: 35,565 shares 35,565 $2.83M 0.01% -39 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,895 shares 45,895 $2.83M 0.01% new Timeline BSMU 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: 84,812 shares; 2024Q4: 83,348 shares; 2025Q1: 89,239 shares; 2025Q2: 96,720 shares; 2025Q3: 117,365 shares; 2025Q4: 128,376 shares 128,376 $2.83M 0.01% +11,011 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,788 shares; 2024Q4: 24,861 shares; 2025Q1: 18,730 shares; 2025Q2: 22,103 shares; 2025Q3: 17,637 shares; 2025Q4: 17,262 shares 17,262 $2.82M 0.01% -375 Timeline QMMY 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: 82,208 shares; 2024Q4: 99,561 shares; 2025Q1: 82,647 shares; 2025Q2: 119,068 shares; 2025Q3: 125,144 shares; 2025Q4: 112,779 shares 112,779 $2.82M 0.01% -12,365 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,887 shares; 2024Q4: 90,019 shares; 2025Q1: 73,760 shares; 2025Q2: 69,143 shares; 2025Q3: 57,369 shares; 2025Q4: 53,650 shares 53,650 $2.82M 0.01% -3,719 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 22,682 shares; 2025Q1: 38,316 shares; 2025Q2: 75,016 shares; 2025Q3: 100,157 shares; 2025Q4: 105,622 shares 105,622 $2.82M 0.01% +5,465 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,585 shares; 2024Q4: 43,088 shares; 2025Q1: 53,192 shares; 2025Q2: 54,809 shares; 2025Q3: 56,034 shares; 2025Q4: 124,522 shares 124,522 $2.82M 0.01% +68,488 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,209 shares; 2024Q4: 53,654 shares; 2025Q1: 50,555 shares; 2025Q2: 65,339 shares; 2025Q3: 259,567 shares; 2025Q4: 456,226 shares 456,226 $2.81M 0.01% +196,659 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 16,016 shares; 2025Q1: 15,119 shares; 2025Q2: 27,430 shares; 2025Q3: 49,744 shares; 2025Q4: 65,674 shares 65,674 $2.81M 0.01% +15,930 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,675 shares; 2024Q4: 329,947 shares; 2025Q1: 163,697 shares; 2025Q2: 161,774 shares; 2025Q3: 163,917 shares; 2025Q4: 158,868 shares 158,868 $2.81M 0.01% -5,049 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,806 shares; 2024Q4: 69,975 shares; 2025Q1: 65,011 shares; 2025Q2: 63,364 shares; 2025Q3: 61,643 shares; 2025Q4: 66,844 shares 66,844 $2.8M 0.01% +5,201 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 9,675 shares; 2025Q1: 9,184 shares; 2025Q2: 9,131 shares; 2025Q3: 9,087 shares; 2025Q4: 9,019 shares 9,019 $2.79M 0.01% -68 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,288 shares; 2024Q4: 26,155 shares; 2025Q1: 27,380 shares; 2025Q2: 22,657 shares; 2025Q3: 25,873 shares; 2025Q4: 27,568 shares 27,568 $2.78M 0.01% +1,695 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,451 shares; 2024Q4: 178,168 shares; 2025Q1: 137,118 shares; 2025Q2: 86,162 shares; 2025Q3: 103,943 shares; 2025Q4: 106,772 shares 106,772 $2.77M 0.01% +2,829 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,298 shares; 2024Q4: 531,476 shares; 2025Q1: 314,514 shares; 2025Q2: 310,326 shares; 2025Q3: 289,314 shares; 2025Q4: 286,008 shares 286,008 $2.77M 0.01% -3,306 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,252 shares; 2024Q4: 19,053 shares; 2025Q1: 16,783 shares; 2025Q2: 22,341 shares; 2025Q3: 31,132 shares; 2025Q4: 23,745 shares 23,745 $2.76M 0.01% -7,387 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,622 shares; 2024Q4: 98,664 shares; 2025Q1: 91,207 shares; 2025Q2: 93,942 shares; 2025Q3: 87,311 shares; 2025Q4: 91,189 shares 91,189 $2.75M 0.01% +3,878 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,256 shares; 2024Q4: 18,881 shares; 2025Q1: 18,504 shares; 2025Q2: 19,434 shares; 2025Q3: 21,201 shares; 2025Q4: 25,105 shares 25,105 $2.75M 0.01% +3,904 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,431 shares; 2024Q4: 60,437 shares; 2025Q1: 68,405 shares; 2025Q2: 61,053 shares; 2025Q3: 63,092 shares; 2025Q4: 71,607 shares 71,607 $2.75M 0.01% +8,515 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,996 shares; 2025Q4: 102,328 shares 102,328 $2.74M 0.01% +61,332 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,727 shares; 2024Q4: 108,325 shares; 2025Q1: 103,598 shares; 2025Q2: 92,242 shares; 2025Q3: 97,711 shares; 2025Q4: 94,921 shares 94,921 $2.74M 0.01% -2,790 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,856 shares; 2025Q2: 38,187 shares; 2025Q3: 41,167 shares; 2025Q4: 56,127 shares 56,127 $2.73M 0.01% +14,960 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,859 shares; 2025Q3: 88,765 shares; 2025Q4: 101,426 shares 101,426 $2.73M 0.01% +12,661 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,436 shares; 2024Q4: 47,587 shares; 2025Q1: 34,196 shares; 2025Q2: 45,832 shares; 2025Q3: 50,133 shares; 2025Q4: 55,578 shares 55,578 $2.73M 0.01% +5,445 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 5,411 shares; 2025Q1: 5,572 shares; 2025Q2: 5,531 shares; 2025Q3: 4,965 shares; 2025Q4: 5,781 shares 5,781 $2.72M 0.01% +816 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 9,430 shares; 2025Q1: 7,730 shares; 2025Q2: 7,196 shares; 2025Q3: 12,125 shares; 2025Q4: 13,683 shares 13,683 $2.71M 0.01% +1,558 Timeline WISDOMTREE INC WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: not reported; 2025Q1: 25,028 shares; 2025Q2: 25,028 shares; 2025Q3: not reported; 2025Q4: 23,000 shares 23,000 $2.7M 0.01% new DNL 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: 86,740 shares; 2024Q4: 111,616 shares; 2025Q1: 89,184 shares; 2025Q2: 113,752 shares; 2025Q3: 90,027 shares; 2025Q4: 65,338 shares 65,338 $2.69M 0.01% -24,689 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,170 shares; 2024Q4: 6,580 shares; 2025Q1: 6,018 shares; 2025Q2: 7,638 shares; 2025Q3: 21,803 shares; 2025Q4: 20,747 shares 20,747 $2.69M 0.01% -1,056 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,932 shares; 2025Q1: 117,803 shares; 2025Q2: 125,842 shares; 2025Q3: 131,324 shares; 2025Q4: 149,114 shares 149,114 $2.69M 0.01% +17,790 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 3,919 shares; 2025Q1: 4,860 shares; 2025Q2: 5,652 shares; 2025Q3: 26,101 shares; 2025Q4: 28,017 shares 28,017 $2.67M 0.01% +1,916 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 10,064 shares; 2025Q1: 9,797 shares; 2025Q2: 11,379 shares; 2025Q3: 11,626 shares; 2025Q4: 11,910 shares 11,910 $2.66M 0.01% +284 Timeline CWI 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: 55,354 shares; 2024Q4: 39,707 shares; 2025Q1: 33,791 shares; 2025Q2: 52,281 shares; 2025Q3: 61,920 shares; 2025Q4: 73,980 shares 73,980 $2.66M 0.01% +12,060 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,856 shares; 2024Q4: 67,506 shares; 2025Q1: 43,347 shares; 2025Q2: 111,400 shares; 2025Q3: 100,022 shares; 2025Q4: 109,057 shares 109,057 $2.65M 0.01% +9,035 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,463 shares; 2024Q4: 16,832 shares; 2025Q1: 14,691 shares; 2025Q2: 16,242 shares; 2025Q3: 19,045 shares; 2025Q4: 27,530 shares 27,530 $2.65M 0.01% +8,485 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,197 shares; 2024Q4: 109,510 shares; 2025Q1: 51,226 shares; 2025Q2: 105,106 shares; 2025Q3: 49,960 shares; 2025Q4: 49,161 shares 49,161 $2.64M 0.01% -799 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,653 shares; 2024Q4: 30,044 shares; 2025Q1: 28,933 shares; 2025Q2: 89,512 shares; 2025Q3: 89,516 shares; 2025Q4: 90,898 shares 90,898 $2.64M 0.01% +1,382 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,531 shares; 2024Q4: 88,842 shares; 2025Q1: 89,642 shares; 2025Q2: 91,242 shares; 2025Q3: 87,138 shares; 2025Q4: 86,988 shares 86,988 $2.64M 0.01% -150 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 47,432 shares; 2025Q3: not reported; 2025Q4: 87,495 shares 87,495 $2.64M 0.01% new Timeline JUNW 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: 65,405 shares; 2024Q4: 67,750 shares; 2025Q1: 50,161 shares; 2025Q2: 72,446 shares; 2025Q3: 65,763 shares; 2025Q4: 78,779 shares 78,779 $2.63M 0.01% +13,016 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,784 shares; 2024Q4: 30,925 shares; 2025Q1: 23,619 shares; 2025Q2: 22,070 shares; 2025Q3: 26,379 shares; 2025Q4: 30,408 shares 30,408 $2.62M 0.01% +4,029 Timeline AUGW 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: 46,055 shares; 2024Q4: 62,174 shares; 2025Q1: 46,345 shares; 2025Q2: 56,198 shares; 2025Q3: 69,500 shares; 2025Q4: 80,370 shares 80,370 $2.61M 0.01% +10,870 Timeline GTO 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: 131,188 shares; 2024Q4: 172,759 shares; 2025Q1: 50,764 shares; 2025Q2: 50,495 shares; 2025Q3: 43,511 shares; 2025Q4: 54,984 shares 54,984 $2.61M 0.01% +11,473 Timeline SPHD 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: 61,300 shares; 2024Q4: 53,740 shares; 2025Q1: 65,332 shares; 2025Q2: 67,856 shares; 2025Q3: 55,716 shares; 2025Q4: 54,266 shares 54,266 $2.6M 0.01% -1,450 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,049 shares; 2024Q4: 42,536 shares; 2025Q1: 39,589 shares; 2025Q2: 36,731 shares; 2025Q3: 66,625 shares; 2025Q4: 63,015 shares 63,015 $2.6M 0.01% -3,610 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 6,528 shares; 2025Q1: 6,122 shares; 2025Q2: 73,866 shares; 2025Q3: 80,501 shares; 2025Q4: 90,589 shares 90,589 $2.6M 0.01% +10,088 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,296 shares; 2024Q4: 74,115 shares; 2025Q1: 68,328 shares; 2025Q2: 70,330 shares; 2025Q3: 64,083 shares; 2025Q4: 68,775 shares 68,775 $2.6M 0.01% +4,692 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,514 shares; 2024Q4: 137,683 shares; 2025Q1: 131,178 shares; 2025Q2: 149,370 shares; 2025Q3: 197,342 shares; 2025Q4: 261,501 shares 261,501 $2.59M 0.01% +64,159 Timeline ZNOV 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: 61,547 shares; 2025Q1: 59,668 shares; 2025Q2: 57,768 shares; 2025Q3: 54,518 shares; 2025Q4: 97,085 shares 97,085 $2.59M 0.01% +42,567 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,165 shares; 2024Q4: 20,692 shares; 2025Q1: 19,113 shares; 2025Q2: 21,979 shares; 2025Q3: 18,252 shares; 2025Q4: 23,134 shares 23,134 $2.59M 0.01% +4,882 Timeline BUCK 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: 58,184 shares; 2024Q4: 181,073 shares; 2025Q1: 314,048 shares; 2025Q2: 379,147 shares; 2025Q3: 377,901 shares; 2025Q4: 109,036 shares 109,036 $2.58M 0.01% -268,865 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,234 shares; 2024Q4: 1,537 shares; 2025Q1: 1,517 shares; 2025Q2: 1,736 shares; 2025Q3: 1,673 shares; 2025Q4: 5,808 shares 5,808 $2.58M 0.01% +4,135 Timeline MILK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,994 shares; 2025Q2: 107,281 shares; 2025Q3: 101,396 shares; 2025Q4: 104,652 shares 104,652 $2.57M 0.01% +3,256 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,566 shares; 2024Q4: 45,105 shares; 2025Q1: 47,304 shares; 2025Q2: 61,445 shares; 2025Q3: 52,825 shares; 2025Q4: 50,707 shares 50,707 $2.56M 0.01% -2,118 Timeline FSIG 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: 250,055 shares; 2024Q4: 225,443 shares; 2025Q1: 173,321 shares; 2025Q2: 154,327 shares; 2025Q3: 134,729 shares; 2025Q4: 133,108 shares 133,108 $2.55M 0.01% -1,621 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,346 shares; 2024Q4: 18,419 shares; 2025Q1: 13,263 shares; 2025Q2: 13,114 shares; 2025Q3: 15,627 shares; 2025Q4: 17,955 shares 17,955 $2.55M 0.01% +2,328 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,949 shares; 2024Q4: 40,959 shares; 2025Q1: 49,007 shares; 2025Q2: 51,357 shares; 2025Q3: 51,292 shares; 2025Q4: 77,011 shares 77,011 $2.55M 0.01% +25,719 Timeline CWB 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: 35,519 shares; 2024Q4: 33,685 shares; 2025Q1: 28,212 shares; 2025Q2: 27,259 shares; 2025Q3: 27,969 shares; 2025Q4: 28,495 shares 28,495 $2.54M 0.01% +526 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,527 shares; 2025Q2: 8,653 shares; 2025Q3: 27,525 shares; 2025Q4: 33,457 shares 33,457 $2.54M 0.01% +5,932 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,889 shares; 2025Q1: 5,996 shares; 2025Q2: 6,009 shares; 2025Q3: 6,110 shares; 2025Q4: 6,266 shares 6,266 $2.54M 0.01% +156 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR 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: 328,036 shares; 2025Q4: 603,991 shares 603,991 $2.54M 0.01% +275,955 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,923 shares; 2024Q4: 92,867 shares; 2025Q1: 74,766 shares; 2025Q2: 88,728 shares; 2025Q3: 80,617 shares; 2025Q4: 79,813 shares 79,813 $2.53M 0.01% -804 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,597 shares; 2024Q4: 19,765 shares; 2025Q1: 23,717 shares; 2025Q2: 33,343 shares; 2025Q3: 32,321 shares; 2025Q4: 32,678 shares 32,678 $2.53M 0.01% +357 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 4,403 shares; 2025Q1: 3,640 shares; 2025Q2: 4,828 shares; 2025Q3: 6,813 shares; 2025Q4: 19,775 shares 19,775 $2.53M 0.01% +12,962 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,860 shares; 2024Q4: 80,767 shares; 2025Q1: 79,909 shares; 2025Q2: 74,986 shares; 2025Q3: 76,932 shares; 2025Q4: 79,736 shares 79,736 $2.53M 0.01% +2,804 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,816 shares; 2024Q4: 9,658 shares; 2025Q1: 8,073 shares; 2025Q2: 8,227 shares; 2025Q3: 8,414 shares; 2025Q4: 8,056 shares 8,056 $2.52M 0.01% -358 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 9,065 shares; 2025Q1: 8,725 shares; 2025Q2: 8,791 shares; 2025Q3: 10,332 shares; 2025Q4: 30,415 shares 30,415 $2.52M 0.01% +20,083 Timeline VFMO 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: 11,158 shares; 2024Q4: 11,155 shares; 2025Q1: 10,905 shares; 2025Q2: 12,443 shares; 2025Q3: 13,691 shares; 2025Q4: 13,152 shares 13,152 $2.52M 0.01% -539 Timeline FNDC 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: not reported; 2025Q2: not reported; 2025Q3: 56,553 shares; 2025Q4: 56,381 shares 56,381 $2.51M 0.01% -172 Timeline DISV 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: 35,809 shares; 2024Q4: 69,041 shares; 2025Q1: 63,041 shares; 2025Q2: 71,743 shares; 2025Q3: 68,387 shares; 2025Q4: 66,026 shares 66,026 $2.51M 0.01% -2,361 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,074 shares; 2024Q4: 23,038 shares; 2025Q1: 21,146 shares; 2025Q2: 19,604 shares; 2025Q3: 19,049 shares; 2025Q4: 19,411 shares 19,411 $2.5M 0.01% +362 Timeline UAUG 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: 346,818 shares; 2024Q4: 165,168 shares; 2025Q1: 139,392 shares; 2025Q2: 137,406 shares; 2025Q3: 126,046 shares; 2025Q4: 62,684 shares 62,684 $2.5M 0.01% -63,362 Timeline UNOV 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: 12,683 shares; 2024Q4: 29,996 shares; 2025Q1: 26,364 shares; 2025Q2: 27,126 shares; 2025Q3: 25,580 shares; 2025Q4: 65,409 shares 65,409 $2.49M 0.01% +39,829 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,112 shares; 2025Q1: 93,984 shares; 2025Q2: 109,809 shares; 2025Q3: 135,316 shares; 2025Q4: 138,446 shares 138,446 $2.49M 0.01% +3,130 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,196 shares; 2025Q3: 34,896 shares; 2025Q4: 46,991 shares 46,991 $2.48M 0.01% +12,095 Timeline EOCT 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: 10,084 shares; 2024Q4: 69,314 shares; 2025Q1: 63,781 shares; 2025Q2: 61,515 shares; 2025Q3: 56,414 shares; 2025Q4: 78,274 shares 78,274 $2.48M 0.01% +21,860 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 14,138 shares; 2025Q1: 15,278 shares; 2025Q2: 17,738 shares; 2025Q3: 18,128 shares; 2025Q4: 36,307 shares 36,307 $2.47M 0.01% +18,179 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,196 shares; 2024Q4: 38,228 shares; 2025Q1: 39,761 shares; 2025Q2: 43,206 shares; 2025Q3: 46,367 shares; 2025Q4: 51,664 shares 51,664 $2.47M 0.01% +5,297 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,275 shares; 2025Q2: 73,207 shares; 2025Q3: 65,687 shares; 2025Q4: 75,061 shares 75,061 $2.47M 0.01% +9,374 Timeline BSMW 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: 63,641 shares; 2024Q4: 74,009 shares; 2025Q1: 75,442 shares; 2025Q2: 71,817 shares; 2025Q3: 83,473 shares; 2025Q4: 98,040 shares 98,040 $2.46M 0.01% +14,567 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,093 shares; 2024Q4: 27,905 shares; 2025Q1: 25,652 shares; 2025Q2: 24,651 shares; 2025Q3: 21,491 shares; 2025Q4: 18,120 shares 18,120 $2.46M 0.01% -3,371 Timeline INCM 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: 41,241 shares; 2024Q4: 51,899 shares; 2025Q1: 65,723 shares; 2025Q2: 64,002 shares; 2025Q3: 84,609 shares; 2025Q4: 87,600 shares 87,600 $2.46M 0.01% +2,991 Timeline UMAY 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: 57,213 shares; 2024Q4: 58,071 shares; 2025Q1: 57,121 shares; 2025Q2: 72,574 shares; 2025Q3: 70,258 shares; 2025Q4: 67,075 shares 67,075 $2.45M 0.01% -3,183 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,897 shares; 2025Q1: 101,961 shares; 2025Q2: 93,498 shares; 2025Q3: 45,238 shares; 2025Q4: 87,423 shares 87,423 $2.45M 0.01% +42,185 Timeline QBUF 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: 50,706 shares; 2024Q4: 50,300 shares; 2025Q1: 69,615 shares; 2025Q2: 85,778 shares; 2025Q3: 86,801 shares; 2025Q4: 83,665 shares 83,665 $2.45M 0.01% -3,136 Timeline JANU 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: 22,470 shares; 2025Q2: 140,099 shares; 2025Q3: 86,687 shares; 2025Q4: 86,842 shares 86,842 $2.44M 0.01% +155 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 25,841 shares; 2025Q1: 22,302 shares; 2025Q2: 22,233 shares; 2025Q3: 19,516 shares; 2025Q4: 19,990 shares 19,990 $2.44M 0.01% +474 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,909 shares; 2024Q4: 19,851 shares; 2025Q1: 15,892 shares; 2025Q2: 15,595 shares; 2025Q3: 14,571 shares; 2025Q4: 33,028 shares 33,028 $2.43M 0.01% +18,457 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,059 shares; 2024Q4: 19,719 shares; 2025Q1: 19,610 shares; 2025Q2: 20,105 shares; 2025Q3: 17,567 shares; 2025Q4: 17,646 shares 17,646 $2.43M 0.01% +79 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 5,943 shares; 2025Q1: 16,280 shares; 2025Q2: 19,213 shares; 2025Q3: 24,942 shares; 2025Q4: 26,981 shares 26,981 $2.43M 0.01% +2,039 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,361 shares; 2024Q4: 14,199 shares; 2025Q1: 12,419 shares; 2025Q2: 13,563 shares; 2025Q3: 29,165 shares; 2025Q4: 31,235 shares 31,235 $2.42M 0.01% +2,070 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 9,136 shares; 2025Q1: 10,237 shares; 2025Q2: 10,115 shares; 2025Q3: 12,244 shares; 2025Q4: 13,941 shares 13,941 $2.4M 0.01% +1,697 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,891 shares; 2024Q4: 19,976 shares; 2025Q1: 18,932 shares; 2025Q2: 21,396 shares; 2025Q3: 23,431 shares; 2025Q4: 23,466 shares 23,466 $2.4M 0.01% +35 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,375 shares; 2025Q1: 66,854 shares; 2025Q2: 67,151 shares; 2025Q3: 65,947 shares; 2025Q4: 68,603 shares 68,603 $2.38M 0.01% +2,656 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,812 shares; 2024Q4: 6,569 shares; 2025Q1: 5,829 shares; 2025Q2: 6,382 shares; 2025Q3: 5,139 shares; 2025Q4: 5,078 shares 5,078 $2.37M 0.01% -61 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 3,903 shares; 2025Q1: 3,857 shares; 2025Q2: 4,089 shares; 2025Q3: 14,377 shares; 2025Q4: 13,275 shares 13,275 $2.37M 0.01% -1,102 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 8,914 shares; 2025Q2: 12,008 shares; 2025Q3: 17,299 shares; 2025Q4: 21,612 shares 21,612 $2.37M 0.01% +4,313 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,675 shares; 2025Q2: 94,594 shares; 2025Q3: 102,353 shares; 2025Q4: 93,247 shares 93,247 $2.37M 0.01% -9,106 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 8,212 shares; 2025Q1: 4,220 shares; 2025Q2: 6,684 shares; 2025Q3: 27,229 shares; 2025Q4: 28,837 shares 28,837 $2.36M 0.01% +1,608 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,382 shares; 2024Q4: 37,857 shares; 2025Q1: 56,826 shares; 2025Q2: 68,997 shares; 2025Q3: 77,338 shares; 2025Q4: 94,587 shares 94,587 $2.35M 0.01% +17,249 Timeline IYR 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: 27,413 shares; 2024Q4: 24,228 shares; 2025Q1: 23,104 shares; 2025Q2: 25,569 shares; 2025Q3: 24,694 shares; 2025Q4: 25,048 shares 25,048 $2.35M 0.01% +354 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,138 shares; 2024Q4: 53,098 shares; 2025Q1: 57,256 shares; 2025Q2: 60,839 shares; 2025Q3: 62,315 shares; 2025Q4: 62,214 shares 62,214 $2.35M 0.01% -101 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,040 shares; 2024Q4: 26,744 shares; 2025Q1: 23,708 shares; 2025Q2: 25,617 shares; 2025Q3: 27,244 shares; 2025Q4: 29,656 shares 29,656 $2.35M 0.01% +2,412 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 13,702 shares; 2025Q1: 13,167 shares; 2025Q2: 14,243 shares; 2025Q3: 17,965 shares; 2025Q4: 18,818 shares 18,818 $2.35M 0.01% +853 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 8,222 shares; 2025Q1: 7,887 shares; 2025Q2: 7,757 shares; 2025Q3: 9,321 shares; 2025Q4: 11,630 shares 11,630 $2.34M 0.01% +2,309 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,911 shares; 2024Q4: 145,657 shares; 2025Q1: 100,475 shares; 2025Q2: 123,973 shares; 2025Q3: 90,070 shares; 2025Q4: 88,179 shares 88,179 $2.34M 0.01% -1,891 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,558 shares; 2024Q4: 87,179 shares; 2025Q1: 74,902 shares; 2025Q2: 71,512 shares; 2025Q3: 65,179 shares; 2025Q4: 69,001 shares 69,001 $2.34M 0.01% +3,822 Timeline HDMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,473 shares; 2025Q3: 65,937 shares; 2025Q4: 65,948 shares 65,948 $2.33M 0.01% +11 Timeline CGSM 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: 20,574 shares; 2024Q4: 42,267 shares; 2025Q1: 60,595 shares; 2025Q2: 222,407 shares; 2025Q3: 80,682 shares; 2025Q4: 88,275 shares 88,275 $2.33M 0.01% +7,593 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 4,839 shares; 2025Q1: 4,033 shares; 2025Q2: 5,456 shares; 2025Q3: 23,228 shares; 2025Q4: 23,742 shares 23,742 $2.32M 0.01% +514 Timeline OCTM 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: 86,768 shares; 2025Q1: 86,165 shares; 2025Q2: 50,095 shares; 2025Q3: 50,095 shares; 2025Q4: 71,093 shares 71,093 $2.32M 0.01% +20,998 Timeline XNOV 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: 76,656 shares; 2024Q4: 92,395 shares; 2025Q1: 84,116 shares; 2025Q2: 76,593 shares; 2025Q3: 69,216 shares; 2025Q4: 61,213 shares 61,213 $2.32M 0.01% -8,003 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 8,969 shares; 2025Q1: 7,272 shares; 2025Q2: 7,915 shares; 2025Q3: 6,867 shares; 2025Q4: 7,827 shares 7,827 $2.32M 0.01% +960 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,110 shares; 2024Q4: 38,140 shares; 2025Q1: 38,052 shares; 2025Q2: 37,468 shares; 2025Q3: 46,262 shares; 2025Q4: 53,503 shares 53,503 $2.31M 0.01% +7,241 Timeline AVIV 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: not reported; 2025Q2: not reported; 2025Q3: 26,392 shares; 2025Q4: 32,476 shares 32,476 $2.31M 0.01% +6,084 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,277 shares; 2024Q4: 35,956 shares; 2025Q1: 43,760 shares; 2025Q2: 55,779 shares; 2025Q3: 56,031 shares; 2025Q4: 63,282 shares 63,282 $2.31M 0.01% +7,251 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,264 shares; 2024Q4: 105,277 shares; 2025Q1: 54,284 shares; 2025Q2: 66,295 shares; 2025Q3: 54,651 shares; 2025Q4: 66,122 shares 66,122 $2.31M 0.01% +11,471 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 2,905 shares; 2025Q1: 3,209 shares; 2025Q2: 3,447 shares; 2025Q3: 3,433 shares; 2025Q4: 3,389 shares 3,389 $2.29M 0.01% -44 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,745 shares; 2025Q3: 21,330 shares; 2025Q4: 31,991 shares 31,991 $2.29M 0.01% +10,661 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,750 shares; 2025Q3: 164,200 shares; 2025Q4: 135,950 shares 135,950 $2.29M 0.01% -28,250 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,100 shares; 2024Q4: 29,337 shares; 2025Q1: 41,815 shares; 2025Q2: 49,676 shares; 2025Q3: 47,990 shares; 2025Q4: 51,015 shares 51,015 $2.28M 0.01% +3,025 Timeline RWK 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: 3,457 shares; 2024Q4: not reported; 2025Q1: 6,927 shares; 2025Q2: 7,795 shares; 2025Q3: 8,293 shares; 2025Q4: 18,055 shares 18,055 $2.28M 0.01% +9,762 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,986 shares; 2024Q4: 50,047 shares; 2025Q1: 46,857 shares; 2025Q2: 38,101 shares; 2025Q3: 35,749 shares; 2025Q4: 36,621 shares 36,621 $2.28M 0.01% +872 Timeline VIOO 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: 54,824 shares; 2024Q4: 61,214 shares; 2025Q1: 46,364 shares; 2025Q2: 12,161 shares; 2025Q3: 11,679 shares; 2025Q4: 20,508 shares 20,508 $2.28M 0.01% +8,829 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,690 shares; 2024Q4: 83,046 shares; 2025Q1: 87,131 shares; 2025Q2: 104,809 shares; 2025Q3: 108,526 shares; 2025Q4: 120,072 shares 120,072 $2.27M 0.01% +11,546 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 16,909 shares; 2025Q1: 23,785 shares; 2025Q2: 26,361 shares; 2025Q3: 28,237 shares; 2025Q4: 22,087 shares 22,087 $2.27M 0.01% -6,150 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,218 shares; 2024Q4: 26,546 shares; 2025Q1: 27,474 shares; 2025Q2: 28,737 shares; 2025Q3: 26,359 shares; 2025Q4: 19,861 shares 19,861 $2.26M 0.01% -6,498 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,899 shares; 2025Q1: 47,655 shares; 2025Q2: 52,550 shares; 2025Q3: 55,780 shares; 2025Q4: 56,912 shares 56,912 $2.25M 0.01% +1,132 Timeline DAPR 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: 46,352 shares; 2024Q4: 47,417 shares; 2025Q1: 44,654 shares; 2025Q2: 59,531 shares; 2025Q3: 55,927 shares; 2025Q4: 56,991 shares 56,991 $2.24M 0.01% +1,064 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,375 shares; 2024Q4: 33,305 shares; 2025Q1: 26,681 shares; 2025Q2: 26,152 shares; 2025Q3: 25,747 shares; 2025Q4: 29,049 shares 29,049 $2.23M 0.01% +3,302 Timeline BRCE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 85,607 shares 85,607 $2.22M 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,535 shares; 2024Q4: 57,921 shares; 2025Q1: 43,776 shares; 2025Q2: 35,824 shares; 2025Q3: 46,959 shares; 2025Q4: 56,533 shares 56,533 $2.21M 0.01% +9,574 Timeline FIVA 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: 55,078 shares; 2024Q4: 82,187 shares; 2025Q1: 56,619 shares; 2025Q2: 107,684 shares; 2025Q3: 60,840 shares; 2025Q4: 64,387 shares 64,387 $2.2M 0.01% +3,547 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,444 shares; 2024Q4: 28,965 shares; 2025Q1: 27,948 shares; 2025Q2: 29,107 shares; 2025Q3: 41,406 shares; 2025Q4: 25,498 shares 25,498 $2.2M 0.01% -15,908 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,738 shares; 2024Q4: 133,181 shares; 2025Q1: 172,200 shares; 2025Q2: 147,078 shares; 2025Q3: 69,316 shares; 2025Q4: 59,263 shares 59,263 $2.19M 0.01% -10,053 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: 10,879 shares; 2025Q1: 11,737 shares; 2025Q2: 10,806 shares; 2025Q3: 43,957 shares; 2025Q4: 49,267 shares 49,267 $2.19M 0.01% +5,310 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,405 shares; 2024Q4: 11,963 shares; 2025Q1: 6,583 shares; 2025Q2: 9,428 shares; 2025Q3: 30,753 shares; 2025Q4: 30,211 shares 30,211 $2.18M 0.01% -542 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,888 shares; 2025Q1: 2,337 shares; 2025Q2: 4,029 shares; 2025Q3: 2,322 shares; 2025Q4: 1,634 shares 1,634 $2.17M 0.01% -688 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 7,135 shares; 2025Q1: 6,135 shares; 2025Q2: 6,050 shares; 2025Q3: 52,338 shares; 2025Q4: 52,602 shares 52,602 $2.16M 0.01% +264 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 4,300 shares; 2025Q1: 3,007 shares; 2025Q2: 3,932 shares; 2025Q3: 5,442 shares; 2025Q4: 5,849 shares 5,849 $2.16M 0.01% +407 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,596 shares; 2024Q4: 94,204 shares; 2025Q1: 99,113 shares; 2025Q2: 77,739 shares; 2025Q3: 87,884 shares; 2025Q4: 94,483 shares 94,483 $2.16M 0.01% +6,599 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,240 shares; 2025Q1: 24,021 shares; 2025Q2: 23,940 shares; 2025Q3: 26,834 shares; 2025Q4: 27,908 shares 27,908 $2.16M 0.01% +1,074 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,664 shares; 2024Q4: 22,965 shares; 2025Q1: 21,934 shares; 2025Q2: 22,149 shares; 2025Q3: 21,903 shares; 2025Q4: 31,133 shares 31,133 $2.15M 0.01% +9,230 Timeline FUMB 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: 187,131 shares; 2024Q4: 333,290 shares; 2025Q1: 146,581 shares; 2025Q2: 152,687 shares; 2025Q3: 154,598 shares; 2025Q4: 107,243 shares 107,243 $2.15M 0.01% -47,355 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,379 shares; 2024Q4: 56,045 shares; 2025Q1: 52,691 shares; 2025Q2: 47,707 shares; 2025Q3: 153,579 shares; 2025Q4: 165,067 shares 165,067 $2.15M 0.01% +11,488 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,346 shares; 2024Q4: 149,352 shares; 2025Q1: 179,513 shares; 2025Q2: 177,654 shares; 2025Q3: 189,157 shares; 2025Q4: 178,889 shares 178,889 $2.15M 0.01% -10,268 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,597 shares; 2024Q4: 22,421 shares; 2025Q1: 21,695 shares; 2025Q2: 22,765 shares; 2025Q3: 18,233 shares; 2025Q4: 13,698 shares 13,698 $2.15M 0.01% -4,535 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 8,127 shares; 2025Q1: 7,753 shares; 2025Q2: 8,133 shares; 2025Q3: 8,115 shares; 2025Q4: 37,555 shares 37,555 $2.15M 0.01% +29,440 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,991 shares; 2024Q4: 29,071 shares; 2025Q1: 28,433 shares; 2025Q2: 29,511 shares; 2025Q3: 26,547 shares; 2025Q4: 26,649 shares 26,649 $2.14M 0.01% +102 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 3,738 shares; 2025Q1: 3,641 shares; 2025Q2: 3,802 shares; 2025Q3: 5,346 shares; 2025Q4: 8,525 shares 8,525 $2.14M 0.01% +3,179 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,641 shares; 2024Q4: 91,709 shares; 2025Q1: 54,010 shares; 2025Q2: 91,402 shares; 2025Q3: 62,586 shares; 2025Q4: 59,949 shares 59,949 $2.13M 0.01% -2,637 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 20,862 shares; 2025Q1: 21,566 shares; 2025Q2: 19,137 shares; 2025Q3: 17,115 shares; 2025Q4: 17,646 shares 17,646 $2.13M 0.01% +531 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,587 shares; 2024Q4: 61,097 shares; 2025Q1: 50,625 shares; 2025Q2: 58,008 shares; 2025Q3: 45,662 shares; 2025Q4: 47,647 shares 47,647 $2.12M 0.01% +1,985 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 4,171 shares; 2025Q1: 3,389 shares; 2025Q2: 5,322 shares; 2025Q3: 24,802 shares; 2025Q4: 25,902 shares 25,902 $2.11M 0.01% +1,100 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,811 shares; 2024Q4: 18,073 shares; 2025Q1: 18,408 shares; 2025Q2: 18,891 shares; 2025Q3: 19,556 shares; 2025Q4: 24,181 shares 24,181 $2.11M 0.01% +4,625 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,548 shares; 2024Q4: 44,454 shares; 2025Q1: 27,532 shares; 2025Q2: 44,194 shares; 2025Q3: 28,383 shares; 2025Q4: 29,060 shares 29,060 $2.11M 0.01% +677 Timeline DFNL 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: 37,923 shares; 2025Q4: 43,387 shares 43,387 $2.1M 0.01% +5,464 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,311 shares; 2024Q4: 43,661 shares; 2025Q1: 42,686 shares; 2025Q2: 57,635 shares; 2025Q3: 55,888 shares; 2025Q4: 55,888 shares 55,888 $2.09M 0.01% 0 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,057 shares; 2025Q4: 181,544 shares 181,544 $2.09M 0.01% +14,487 Timeline TFLR 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: 12,886 shares; 2024Q4: 18,012 shares; 2025Q1: 15,632 shares; 2025Q2: 19,957 shares; 2025Q3: 34,172 shares; 2025Q4: 40,505 shares 40,505 $2.08M 0.01% +6,333 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 6,967 shares; 2025Q1: 17,183 shares; 2025Q2: 19,061 shares; 2025Q3: 22,669 shares; 2025Q4: 28,967 shares 28,967 $2.08M 0.01% +6,298 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,970 shares; 2024Q4: 343,977 shares; 2025Q1: 374,351 shares; 2025Q2: 392,382 shares; 2025Q3: 358,407 shares; 2025Q4: 78,875 shares 78,875 $2.08M 0.01% -279,532 Timeline SIXF 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: 12,900 shares; 2024Q4: 42,410 shares; 2025Q1: 47,615 shares; 2025Q2: 50,145 shares; 2025Q3: 63,661 shares; 2025Q4: 65,019 shares 65,019 $2.07M 0.01% +1,358 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 8,615 shares; 2025Q1: 17,592 shares; 2025Q2: 22,250 shares; 2025Q3: 32,714 shares; 2025Q4: 31,420 shares 31,420 $2.07M 0.01% -1,294 Timeline RSPG 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: 21,874 shares; 2024Q4: 16,275 shares; 2025Q1: 18,138 shares; 2025Q2: 17,692 shares; 2025Q3: 23,743 shares; 2025Q4: 26,033 shares 26,033 $2.07M 0.01% +2,290 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,824 shares; 2024Q4: 191,524 shares; 2025Q1: 187,426 shares; 2025Q2: 201,493 shares; 2025Q3: 334,538 shares; 2025Q4: 327,921 shares 327,921 $2.06M 0.01% -6,617 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,080 shares; 2025Q4: 16,152 shares 16,152 $2.06M 0.01% +6,072 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,839 shares; 2024Q4: 565,845 shares; 2025Q1: 185,320 shares; 2025Q2: 19,368 shares; 2025Q3: 23,184 shares; 2025Q4: 24,287 shares 24,287 $2.06M 0.01% +1,103 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 6,625 shares; 2025Q1: 6,207 shares; 2025Q2: 6,230 shares; 2025Q3: 6,201 shares; 2025Q4: 6,523 shares 6,523 $2.05M 0.01% +322 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,483 shares; 2024Q4: 77,656 shares; 2025Q1: 77,035 shares; 2025Q2: 80,185 shares; 2025Q3: 81,529 shares; 2025Q4: 87,901 shares 87,901 $2.05M 0.01% +6,372 Timeline FDHY 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: 24,539 shares; 2024Q4: 41,344 shares; 2025Q1: 46,729 shares; 2025Q2: 57,753 shares; 2025Q3: 34,306 shares; 2025Q4: 41,588 shares 41,588 $2.05M 0.01% +7,282 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,217 shares; 2025Q2: 69,459 shares; 2025Q3: 68,827 shares; 2025Q4: 74,897 shares 74,897 $2.05M 0.01% +6,070 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,624 shares; 2024Q4: 50,216 shares; 2025Q1: 48,396 shares; 2025Q2: 48,877 shares; 2025Q3: 56,321 shares; 2025Q4: 55,598 shares 55,598 $2.05M 0.01% -723 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,507 shares; 2024Q4: 91,453 shares; 2025Q1: 79,843 shares; 2025Q2: 91,602 shares; 2025Q3: 88,226 shares; 2025Q4: 87,417 shares 87,417 $2.04M 0.01% -809 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,985 shares; 2024Q4: 15,593 shares; 2025Q1: 14,974 shares; 2025Q2: 13,431 shares; 2025Q3: 111,527 shares; 2025Q4: 12,644 shares 12,644 $2.03M 0.01% -98,883 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,589 shares; 2025Q3: 51,441 shares; 2025Q4: 64,240 shares 64,240 $2.03M 0.01% +12,799 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,182 shares; 2024Q4: 48,726 shares; 2025Q1: 24,462 shares; 2025Q2: 52,683 shares; 2025Q3: 24,178 shares; 2025Q4: 35,062 shares 35,062 $2.03M 0.01% +10,884 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,199 shares; 2025Q3: 81,939 shares; 2025Q4: 73,843 shares 73,843 $2.03M 0.01% -8,096 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,465 shares; 2025Q1: 2,929 shares; 2025Q2: 2,915 shares; 2025Q3: 3,346 shares; 2025Q4: 8,357 shares 8,357 $2.03M 0.01% +5,011 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,566 shares; 2024Q4: 116,592 shares; 2025Q1: 99,107 shares; 2025Q2: 110,626 shares; 2025Q3: 109,845 shares; 2025Q4: 105,117 shares 105,117 $2.01M 0.01% -4,728 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,612 shares; 2024Q4: 25,416 shares; 2025Q1: 24,800 shares; 2025Q2: 26,800 shares; 2025Q3: 25,535 shares; 2025Q4: 25,177 shares 25,177 $2.01M 0.01% -358 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,472 shares; 2024Q4: 11,346 shares; 2025Q1: 11,560 shares; 2025Q2: 10,941 shares; 2025Q3: 9,398 shares; 2025Q4: 14,687 shares 14,687 $2M 0.01% +5,289 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,371 shares; 2024Q4: 25,853 shares; 2025Q1: 19,663 shares; 2025Q2: 19,450 shares; 2025Q3: 16,117 shares; 2025Q4: 21,625 shares 21,625 $2M 0.01% +5,508 Timeline SPMD 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: 17,565 shares; 2024Q4: 18,852 shares; 2025Q1: 21,543 shares; 2025Q2: 19,944 shares; 2025Q3: 34,245 shares; 2025Q4: 34,434 shares 34,434 $1.99M 0.01% +189 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,941 shares; 2024Q4: 454,444 shares; 2025Q1: 227,445 shares; 2025Q2: 404,876 shares; 2025Q3: 206,971 shares; 2025Q4: 177,259 shares 177,259 $1.99M 0.01% -29,712 Timeline BSCV 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: 374,666 shares; 2024Q4: 89,137 shares; 2025Q1: 96,258 shares; 2025Q2: 98,534 shares; 2025Q3: 96,960 shares; 2025Q4: 119,191 shares 119,191 $1.99M 0.01% +22,231 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,559 shares; 2025Q1: 1,662 shares; 2025Q2: 2,255 shares; 2025Q3: 3,120 shares; 2025Q4: 3,606 shares 3,606 $1.99M 0.01% +486 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,672 shares; 2024Q4: 12,687 shares; 2025Q1: 12,223 shares; 2025Q2: 13,220 shares; 2025Q3: 14,629 shares; 2025Q4: 14,666 shares 14,666 $1.98M 0.01% +37 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,216 shares; 2025Q1: 61,742 shares; 2025Q2: 53,501 shares; 2025Q3: 57,382 shares; 2025Q4: 73,874 shares 73,874 $1.98M 0.01% +16,492 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,101 shares; 2024Q4: 81,061 shares; 2025Q1: 60,614 shares; 2025Q2: 25,421 shares; 2025Q3: 36,122 shares; 2025Q4: 41,075 shares 41,075 $1.97M 0.01% +4,953 Timeline XJUL 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: 152,885 shares; 2024Q4: 148,519 shares; 2025Q1: 57,999 shares; 2025Q2: 50,473 shares; 2025Q3: 52,987 shares; 2025Q4: 50,419 shares 50,419 $1.97M 0.01% -2,568 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,177 shares; 2024Q4: 47,614 shares; 2025Q1: 61,487 shares; 2025Q2: 67,617 shares; 2025Q3: 68,046 shares; 2025Q4: 78,809 shares 78,809 $1.97M 0.01% +10,763 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,384 shares; 2025Q1: 4,101 shares; 2025Q2: 3,800 shares; 2025Q3: 3,959 shares; 2025Q4: 3,840 shares 3,840 $1.96M 0.01% -119 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,514 shares; 2025Q4: 47,187 shares 47,187 $1.96M 0.01% +5,673 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 8,888 shares; 2025Q1: 13,584 shares; 2025Q2: 19,799 shares; 2025Q3: 23,970 shares; 2025Q4: 37,102 shares 37,102 $1.95M 0.01% +13,132 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,414 shares; 2024Q4: 21,900 shares; 2025Q1: 28,427 shares; 2025Q2: 29,322 shares; 2025Q3: 23,976 shares; 2025Q4: 29,119 shares 29,119 $1.95M 0.01% +5,143 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,849 shares; 2024Q4: 122,091 shares; 2025Q1: 111,448 shares; 2025Q2: 11,295 shares; 2025Q3: 18,825 shares; 2025Q4: 18,783 shares 18,783 $1.95M 0.01% -42 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,806 shares; 2024Q4: 68,886 shares; 2025Q1: 43,183 shares; 2025Q2: 128,699 shares; 2025Q3: 128,576 shares; 2025Q4: 150,959 shares 150,959 $1.94M 0.01% +22,383 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,186 shares; 2024Q4: 18,482 shares; 2025Q1: 18,463 shares; 2025Q2: 16,967 shares; 2025Q3: 16,264 shares; 2025Q4: 14,089 shares 14,089 $1.94M 0.01% -2,175 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 3,550 shares; 2025Q1: 4,601 shares; 2025Q2: 5,268 shares; 2025Q3: 6,896 shares; 2025Q4: 10,774 shares 10,774 $1.94M 0.01% +3,878 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 5,933 shares; 2025Q1: 5,994 shares; 2025Q2: 7,309 shares; 2025Q3: 6,805 shares; 2025Q4: 7,585 shares 7,585 $1.94M 0.01% +780 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,806 shares; 2025Q1: 92,088 shares; 2025Q2: 91,929 shares; 2025Q3: 241,914 shares; 2025Q4: 127,234 shares 127,234 $1.94M 0.01% -114,680 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,919 shares; 2024Q4: 23,069 shares; 2025Q1: 24,915 shares; 2025Q2: 28,269 shares; 2025Q3: 74,049 shares; 2025Q4: 66,777 shares 66,777 $1.94M 0.01% -7,272 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,526 shares; 2025Q1: 5,314 shares; 2025Q2: 5,077 shares; 2025Q3: 39,892 shares; 2025Q4: 43,079 shares 43,079 $1.94M 0.01% +3,187 Timeline UAPR 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: 41,037 shares; 2024Q4: 40,956 shares; 2025Q1: 55,240 shares; 2025Q2: 55,591 shares; 2025Q3: 56,709 shares; 2025Q4: 59,116 shares 59,116 $1.94M 0.01% +2,407 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 4,459 shares; 2025Q1: 10,208 shares; 2025Q2: 4,385 shares; 2025Q3: 4,495 shares; 2025Q4: 18,614 shares 18,614 $1.94M 0.01% +14,119 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,938 shares; 2024Q4: 104,093 shares; 2025Q1: 103,178 shares; 2025Q2: 104,640 shares; 2025Q3: 98,318 shares; 2025Q4: 113,151 shares 113,151 $1.93M 0.01% +14,833 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,981 shares; 2024Q4: 189,759 shares; 2025Q1: 197,927 shares; 2025Q2: 218,447 shares; 2025Q3: 160,464 shares; 2025Q4: 180,315 shares 180,315 $1.93M 0.01% +19,851 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,794 shares; 2025Q2: 28,665 shares; 2025Q3: 42,738 shares; 2025Q4: 50,877 shares 50,877 $1.93M 0.01% +8,139 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,733 shares; 2024Q4: 394,445 shares; 2025Q1: 380,667 shares; 2025Q2: 384,742 shares; 2025Q3: 331,912 shares; 2025Q4: 395,817 shares 395,817 $1.92M 0.01% +63,905 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,889 shares; 2024Q4: 11,108 shares; 2025Q1: 14,719 shares; 2025Q2: 21,011 shares; 2025Q3: 21,216 shares; 2025Q4: 19,973 shares 19,973 $1.92M 0.01% -1,243 Timeline BSMV 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: 84,739 shares; 2024Q4: 78,933 shares; 2025Q1: 79,391 shares; 2025Q2: 81,118 shares; 2025Q3: 89,999 shares; 2025Q4: 90,384 shares 90,384 $1.91M 0.01% +385 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,571 shares; 2024Q4: 41,224 shares; 2025Q1: 42,283 shares; 2025Q2: 45,745 shares; 2025Q3: 59,554 shares; 2025Q4: 55,427 shares 55,427 $1.91M 0.01% -4,127 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,053 shares; 2025Q4: 17,331 shares 17,331 $1.91M 0.01% +5,278 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,273 shares; 2025Q4: 10,946 shares 10,946 $1.91M 0.01% +4,673 Timeline USRT 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: 6,049 shares; 2025Q2: 9,302 shares; 2025Q3: 28,453 shares; 2025Q4: 33,515 shares 33,515 $1.91M 0.01% +5,062 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,996 shares; 2025Q1: 160,118 shares; 2025Q2: 159,469 shares; 2025Q3: 164,970 shares; 2025Q4: 152,085 shares 152,085 $1.91M 0.01% -12,885 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,866 shares; 2024Q4: 19,404 shares; 2025Q1: 19,385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,424 shares 91,424 $1.9M 0.01% new Timeline CGIC 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: 11,879 shares; 2024Q4: 14,522 shares; 2025Q1: 18,474 shares; 2025Q2: 43,016 shares; 2025Q3: 50,216 shares; 2025Q4: 58,537 shares 58,537 $1.9M 0.01% +8,321 Timeline BSMT 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: 77,639 shares; 2024Q4: 73,608 shares; 2025Q1: 73,765 shares; 2025Q2: 75,968 shares; 2025Q3: 77,357 shares; 2025Q4: 82,046 shares 82,046 $1.9M 0.01% +4,689 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,128 shares; 2024Q4: 17,763 shares; 2025Q1: 17,335 shares; 2025Q2: 17,502 shares; 2025Q3: 18,760 shares; 2025Q4: 18,995 shares 18,995 $1.9M 0.01% +235 Timeline SDOG 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: 30,473 shares; 2024Q4: 29,965 shares; 2025Q1: 29,358 shares; 2025Q2: 30,169 shares; 2025Q3: 31,502 shares; 2025Q4: 31,360 shares 31,360 $1.9M 0.01% -142 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,067 shares; 2024Q4: 157,181 shares; 2025Q1: 165,143 shares; 2025Q2: 171,688 shares; 2025Q3: 81,567 shares; 2025Q4: 72,725 shares 72,725 $1.89M 0.01% -8,842 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,668 shares; 2024Q4: 17,697 shares; 2025Q1: 18,540 shares; 2025Q2: 11,889 shares; 2025Q3: 11,664 shares; 2025Q4: 10,191 shares 10,191 $1.89M 0.01% -1,473 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,255 shares; 2024Q4: 39,124 shares; 2025Q1: 50,176 shares; 2025Q2: 49,816 shares; 2025Q3: 36,397 shares; 2025Q4: 34,271 shares 34,271 $1.89M 0.01% -2,126 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 38,699 shares 38,699 $1.88M 0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,393 shares 13,393 $1.88M 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 3,220 shares; 2025Q1: 2,955 shares; 2025Q2: 3,765 shares; 2025Q3: 2,778 shares; 2025Q4: 3,302 shares 3,302 $1.88M 0.01% +524 Timeline GOVZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,615 shares 202,615 $1.87M 0.01% new Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,615 shares; 2024Q4: 70,153 shares; 2025Q1: 54,752 shares; 2025Q2: 70,481 shares; 2025Q3: 62,811 shares; 2025Q4: 63,056 shares 63,056 $1.87M 0.01% +245 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,493 shares; 2025Q3: 54,484 shares; 2025Q4: 64,391 shares 64,391 $1.87M 0.01% +9,907 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,120 shares; 2024Q4: 63,080 shares; 2025Q1: 56,865 shares; 2025Q2: 63,964 shares; 2025Q3: 65,014 shares; 2025Q4: 68,887 shares 68,887 $1.87M 0.01% +3,873 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,467 shares; 2024Q4: 253,799 shares; 2025Q1: 164,322 shares; 2025Q2: 97,068 shares; 2025Q3: 92,734 shares; 2025Q4: 92,905 shares 92,905 $1.86M 0.01% +171 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,585 shares; 2025Q2: 25,317 shares; 2025Q3: 26,225 shares; 2025Q4: 28,002 shares 28,002 $1.86M 0.01% +1,777 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 34,401 shares; 2025Q1: 35,177 shares; 2025Q2: 36,177 shares; 2025Q3: 48,282 shares; 2025Q4: 50,817 shares 50,817 $1.86M 0.01% +2,535 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,386 shares; 2024Q4: 56,700 shares; 2025Q1: 48,343 shares; 2025Q2: 47,552 shares; 2025Q3: 52,380 shares; 2025Q4: 66,827 shares 66,827 $1.86M 0.01% +14,447 Timeline DGS 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: 49,786 shares; 2024Q4: 35,400 shares; 2025Q1: 34,476 shares; 2025Q2: 34,652 shares; 2025Q3: 32,460 shares; 2025Q4: 32,343 shares 32,343 $1.85M 0.01% -117 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,039 shares 19,039 $1.85M 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 28,443 shares; 2025Q1: 22,497 shares; 2025Q2: 21,674 shares; 2025Q3: 20,849 shares; 2025Q4: 20,805 shares 20,805 $1.85M 0.01% -44 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,852 shares; 2024Q4: 19,834 shares; 2025Q1: 24,504 shares; 2025Q2: 40,336 shares; 2025Q3: 41,375 shares; 2025Q4: 36,286 shares 36,286 $1.85M 0.01% -5,089 Timeline NULV 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: 7,389 shares; 2024Q4: 7,416 shares; 2025Q1: 9,223 shares; 2025Q2: 6,308 shares; 2025Q3: 33,688 shares; 2025Q4: 40,918 shares 40,918 $1.84M 0.01% +7,230 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,962 shares; 2024Q4: 12,718 shares; 2025Q1: 12,812 shares; 2025Q2: 12,684 shares; 2025Q3: 18,516 shares; 2025Q4: 19,564 shares 19,564 $1.84M 0.01% +1,048 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,533 shares; 2024Q4: 22,038 shares; 2025Q1: 22,400 shares; 2025Q2: 31,435 shares; 2025Q3: 40,160 shares; 2025Q4: 36,466 shares 36,466 $1.84M 0.01% -3,694 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,768 shares; 2024Q4: 79,594 shares; 2025Q1: 86,387 shares; 2025Q2: 85,965 shares; 2025Q3: 63,883 shares; 2025Q4: 52,557 shares 52,557 $1.84M 0.01% -11,326 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,799 shares; 2025Q4: 91,398 shares 91,398 $1.84M 0.01% +599 Timeline DFIS 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: 52,946 shares; 2024Q4: 52,580 shares; 2025Q1: 55,474 shares; 2025Q2: 53,826 shares; 2025Q3: 55,531 shares; 2025Q4: 55,770 shares 55,770 $1.84M 0.01% +239 Timeline MDIV 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: 116,614 shares; 2024Q4: 128,659 shares; 2025Q1: 123,673 shares; 2025Q2: 128,401 shares; 2025Q3: 121,337 shares; 2025Q4: 116,858 shares 116,858 $1.84M 0.01% -4,479 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,059 shares; 2024Q4: 49,049 shares; 2025Q1: 32,888 shares; 2025Q2: 53,379 shares; 2025Q3: 32,899 shares; 2025Q4: 36,128 shares 36,128 $1.83M 0.01% +3,229 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,083 shares; 2025Q4: 48,027 shares 48,027 $1.83M 0.01% +1,944 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,816 shares; 2025Q3: 23,213 shares; 2025Q4: 55,544 shares 55,544 $1.83M 0.01% +32,331 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,970 shares; 2025Q1: 2,695 shares; 2025Q2: 1,870 shares; 2025Q3: 2,213 shares; 2025Q4: 3,029 shares 3,029 $1.83M 0.01% +816 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,834 shares; 2024Q4: 18,173 shares; 2025Q1: 22,151 shares; 2025Q2: 25,189 shares; 2025Q3: 19,875 shares; 2025Q4: 27,347 shares 27,347 $1.83M 0.01% +7,472 Timeline FYT 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: 30,033 shares; 2024Q4: 33,336 shares; 2025Q1: 29,660 shares; 2025Q2: 34,069 shares; 2025Q3: 32,328 shares; 2025Q4: 32,280 shares 32,280 $1.83M 0.01% -48 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,542 shares; 2025Q2: 17,201 shares; 2025Q3: 29,827 shares; 2025Q4: 71,581 shares 71,581 $1.82M 0.01% +41,754 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,061 shares; 2024Q4: 61,345 shares; 2025Q1: 74,357 shares; 2025Q2: 79,248 shares; 2025Q3: 65,715 shares; 2025Q4: 71,335 shares 71,335 $1.82M 0.01% +5,620 Timeline FCVT 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: 15,958 shares; 2024Q4: 16,820 shares; 2025Q1: 27,610 shares; 2025Q2: 39,181 shares; 2025Q3: 33,259 shares; 2025Q4: 42,316 shares 42,316 $1.82M 0.01% +9,057 Timeline TBUX 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: 4,054 shares; 2024Q4: 4,164 shares; 2025Q1: 12,696 shares; 2025Q2: 14,239 shares; 2025Q3: 19,840 shares; 2025Q4: 36,383 shares 36,383 $1.81M 0.01% +16,543 Timeline SAUG 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: 66,436 shares; 2024Q4: 67,501 shares; 2025Q1: 64,451 shares; 2025Q2: 65,008 shares; 2025Q3: 67,599 shares; 2025Q4: 70,695 shares 70,695 $1.8M 0.01% +3,096 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,606 shares; 2025Q1: 75,664 shares; 2025Q2: 58,270 shares; 2025Q3: 61,212 shares; 2025Q4: 35,727 shares 35,727 $1.8M 0.01% -25,485 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,209 shares; 2024Q4: 53,835 shares; 2025Q1: 50,976 shares; 2025Q2: 53,592 shares; 2025Q3: 66,334 shares; 2025Q4: 65,494 shares 65,494 $1.8M 0.01% -840 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,291 shares; 2024Q4: 12,088 shares; 2025Q1: 10,970 shares; 2025Q2: 12,326 shares; 2025Q3: 11,265 shares; 2025Q4: 11,264 shares 11,264 $1.8M 0.01% -1 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,076 shares; 2024Q4: 42,011 shares; 2025Q1: 40,993 shares; 2025Q2: 42,534 shares; 2025Q3: 41,567 shares; 2025Q4: 38,493 shares 38,493 $1.8M 0.01% -3,074 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,521 shares; 2025Q1: not reported; 2025Q2: 8,072 shares; 2025Q3: not reported; 2025Q4: 62,454 shares 62,454 $1.79M 0.01% new Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,486 shares; 2024Q4: 47,194 shares; 2025Q1: 48,396 shares; 2025Q2: 43,967 shares; 2025Q3: 42,559 shares; 2025Q4: 43,307 shares 43,307 $1.79M 0.01% +748 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,906 shares; 2024Q4: 19,873 shares; 2025Q1: 17,831 shares; 2025Q2: 17,538 shares; 2025Q3: 38,914 shares; 2025Q4: 45,329 shares 45,329 $1.79M 0.01% +6,415 Timeline ARKQ 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: 16,190 shares; 2024Q4: 15,940 shares; 2025Q1: 15,485 shares; 2025Q2: 15,895 shares; 2025Q3: 14,826 shares; 2025Q4: 15,528 shares 15,528 $1.78M 0.01% +702 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 4,276 shares; 2025Q1: 2,969 shares; 2025Q2: 3,212 shares; 2025Q3: 5,808 shares; 2025Q4: 7,345 shares 7,345 $1.78M 0.01% +1,537 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,245 shares; 2024Q4: 17,151 shares; 2025Q1: 16,203 shares; 2025Q2: 16,046 shares; 2025Q3: 36,329 shares; 2025Q4: 17,716 shares 17,716 $1.77M 0.01% -18,613 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,344 shares; 2024Q4: 32,367 shares; 2025Q1: 31,926 shares; 2025Q2: 24,368 shares; 2025Q3: 52,000 shares; 2025Q4: 72,917 shares 72,917 $1.76M 0.01% +20,917 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,686 shares; 2025Q1: 19,442 shares; 2025Q2: 22,015 shares; 2025Q3: 26,539 shares; 2025Q4: 26,050 shares 26,050 $1.76M 0.01% -489 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,804 shares; 2024Q4: 7,862 shares; 2025Q1: 8,237 shares; 2025Q2: 13,301 shares; 2025Q3: 34,593 shares; 2025Q4: 36,632 shares 36,632 $1.76M 0.01% +2,039 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,506 shares; 2025Q1: 15,852 shares; 2025Q2: 17,969 shares; 2025Q3: 17,911 shares; 2025Q4: 18,322 shares 18,322 $1.76M 0.01% +411 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 2,494 shares; 2025Q1: 2,440 shares; 2025Q2: 3,193 shares; 2025Q3: 3,363 shares; 2025Q4: 3,291 shares 3,291 $1.75M 0.01% -72 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY 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: 92,006 shares 92,006 $1.75M 0.01% new Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,311 shares; 2024Q4: 161,017 shares; 2025Q1: 145,345 shares; 2025Q2: 140,119 shares; 2025Q3: 122,491 shares; 2025Q4: 124,466 shares 124,466 $1.75M 0.01% +1,975 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,033 shares; 2024Q4: 105,538 shares; 2025Q1: 42,750 shares; 2025Q2: 82,142 shares; 2025Q3: 73,795 shares; 2025Q4: 74,932 shares 74,932 $1.75M 0.01% +1,137 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,343 shares; 2024Q4: 256,547 shares; 2025Q1: 146,844 shares; 2025Q2: 253,368 shares; 2025Q3: 136,737 shares; 2025Q4: 138,281 shares 138,281 $1.75M 0.01% +1,544 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,570 shares; 2025Q1: 1,603 shares; 2025Q2: 2,567 shares; 2025Q3: 1,960 shares; 2025Q4: 1,929 shares 1,929 $1.75M 0.01% -31 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,592 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,834 shares; 2025Q4: 141,859 shares 141,859 $1.74M 0.01% +62,025 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 2,835 shares; 2025Q1: 2,250 shares; 2025Q2: 6,811 shares; 2025Q3: 7,866 shares; 2025Q4: 18,324 shares 18,324 $1.74M 0.01% +10,458 Timeline TOPT 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: 36,088 shares; 2025Q1: 34,287 shares; 2025Q2: 36,371 shares; 2025Q3: 43,733 shares; 2025Q4: 55,209 shares 55,209 $1.72M 0.01% +11,476 Timeline ROM 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: 6,065 shares; 2024Q4: 17,434 shares; 2025Q1: 17,434 shares; 2025Q2: 17,438 shares; 2025Q3: 17,470 shares; 2025Q4: 18,156 shares 18,156 $1.71M 0.01% +686 Timeline WCME 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: not reported; 2025Q4: 99,356 shares 99,356 $1.71M 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 7,666 shares; 2025Q1: 7,607 shares; 2025Q2: 7,861 shares; 2025Q3: 7,481 shares; 2025Q4: 7,979 shares 7,979 $1.71M 0.01% +498 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,339 shares; 2025Q2: 125,061 shares; 2025Q3: 73,500 shares; 2025Q4: 77,417 shares 77,417 $1.71M 0.01% +3,917 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 389,554 shares; 2025Q1: 400,804 shares; 2025Q2: 205,632 shares; 2025Q3: 99,939 shares; 2025Q4: 97,592 shares 97,592 $1.71M 0.01% -2,347 Timeline AVSC 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: 7,979 shares; 2024Q4: 13,433 shares; 2025Q1: 8,489 shares; 2025Q2: 17,027 shares; 2025Q3: 19,617 shares; 2025Q4: 29,016 shares 29,016 $1.7M 0.01% +9,399 Timeline FYC 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: 15,295 shares; 2024Q4: 17,026 shares; 2025Q1: 17,168 shares; 2025Q2: 16,496 shares; 2025Q3: 17,858 shares; 2025Q4: 17,709 shares 17,709 $1.7M 0.01% -149 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,472 shares; 2024Q4: 21,758 shares; 2025Q1: 24,492 shares; 2025Q2: 51,614 shares; 2025Q3: 51,295 shares; 2025Q4: 66,733 shares 66,733 $1.7M 0.01% +15,438 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 12,511 shares; 2025Q1: 12,467 shares; 2025Q2: 15,740 shares; 2025Q3: 13,088 shares; 2025Q4: 8,156 shares 8,156 $1.69M 0.01% -4,932 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 6,488 shares; 2025Q1: 8,481 shares; 2025Q2: 10,414 shares; 2025Q3: 14,740 shares; 2025Q4: 16,290 shares 16,290 $1.69M 0.01% +1,550 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,976 shares; 2024Q4: 41,497 shares; 2025Q1: 37,333 shares; 2025Q2: 50,189 shares; 2025Q3: 45,550 shares; 2025Q4: 48,152 shares 48,152 $1.69M 0.01% +2,602 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,991 shares; 2024Q4: 16,499 shares; 2025Q1: 62,463 shares; 2025Q2: 47,258 shares; 2025Q3: 17,594 shares; 2025Q4: 37,147 shares 37,147 $1.68M 0.01% +19,553 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,500 shares; 2025Q3: 28,182 shares; 2025Q4: 32,895 shares 32,895 $1.68M 0.01% +4,713 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,354 shares; 2024Q4: 13,417 shares; 2025Q1: 13,461 shares; 2025Q2: 21,253 shares; 2025Q3: 21,288 shares; 2025Q4: 21,424 shares 21,424 $1.68M 0.01% +136 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,312 shares; 2024Q4: 21,744 shares; 2025Q1: 19,288 shares; 2025Q2: 20,489 shares; 2025Q3: 18,322 shares; 2025Q4: 19,486 shares 19,486 $1.68M 0.01% +1,164 Timeline TJUL 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: 87,249 shares; 2024Q4: 99,574 shares; 2025Q1: 74,687 shares; 2025Q2: 90,177 shares; 2025Q3: 56,902 shares; 2025Q4: 56,643 shares 56,643 $1.68M 0.01% -259 Timeline HTAB 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: 29,295 shares; 2024Q4: 37,604 shares; 2025Q1: 62,734 shares; 2025Q2: 80,723 shares; 2025Q3: 82,735 shares; 2025Q4: 87,510 shares 87,510 $1.68M 0.01% +4,775 Timeline OIH 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: 8,241 shares; 2024Q4: 6,328 shares; 2025Q1: 5,905 shares; 2025Q2: 6,448 shares; 2025Q3: 5,852 shares; 2025Q4: 5,876 shares 5,876 $1.67M 0.01% +24 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,258 shares; 2024Q4: 31,268 shares; 2025Q1: 30,597 shares; 2025Q2: 29,341 shares; 2025Q3: 28,165 shares; 2025Q4: 29,029 shares 29,029 $1.67M 0.01% +864 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,352 shares; 2025Q1: 4,886 shares; 2025Q2: 12,591 shares; 2025Q3: 12,927 shares; 2025Q4: 12,783 shares 12,783 $1.67M 0.01% -144 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 16,296 shares; 2025Q2: 25,017 shares; 2025Q3: 34,831 shares; 2025Q4: 54,382 shares 54,382 $1.67M 0.01% +19,551 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,203 shares; 2024Q4: 28,649 shares; 2025Q1: 35,901 shares; 2025Q2: 36,996 shares; 2025Q3: 36,947 shares; 2025Q4: 37,148 shares 37,148 $1.66M 0.01% +201 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,854 shares; 2025Q1: 148,390 shares; 2025Q2: 22,068 shares; 2025Q3: 90,417 shares; 2025Q4: 93,885 shares 93,885 $1.66M 0.01% +3,468 Timeline IEV 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: 5,207 shares; 2025Q1: not reported; 2025Q2: 12,112 shares; 2025Q3: 12,112 shares; 2025Q4: 24,224 shares 24,224 $1.66M 0.01% +12,112 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,209 shares; 2025Q4: 19,708 shares 19,708 $1.66M 0.01% +7,499 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,465 shares; 2024Q4: 142,339 shares; 2025Q1: 132,218 shares; 2025Q2: 176,733 shares; 2025Q3: 146,817 shares; 2025Q4: 149,817 shares 149,817 $1.65M 0.01% +3,000 Timeline AJUL 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: 57,922 shares; 2024Q4: 57,922 shares; 2025Q1: 57,180 shares; 2025Q2: 57,180 shares; 2025Q3: 57,099 shares; 2025Q4: 56,875 shares 56,875 $1.65M 0.01% -224 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,680 shares; 2024Q4: 113,104 shares; 2025Q1: 117,412 shares; 2025Q2: 119,311 shares; 2025Q3: 120,352 shares; 2025Q4: 118,810 shares 118,810 $1.65M 0.01% -1,542 Timeline BDEC 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: 15,239 shares; 2024Q4: 28,357 shares; 2025Q1: 32,644 shares; 2025Q2: 37,004 shares; 2025Q3: 29,732 shares; 2025Q4: 33,322 shares 33,322 $1.65M 0.01% +3,590 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,716 shares; 2024Q4: 59,673 shares; 2025Q1: 38,496 shares; 2025Q2: 45,819 shares; 2025Q3: 44,642 shares; 2025Q4: 39,896 shares 39,896 $1.65M 0.01% -4,746 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 14,839 shares; 2025Q1: 11,099 shares; 2025Q2: 16,330 shares; 2025Q3: 18,536 shares; 2025Q4: 21,945 shares 21,945 $1.64M 0.01% +3,409 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 54,778 shares; 2025Q1: 55,013 shares; 2025Q2: 48,558 shares; 2025Q3: 48,366 shares; 2025Q4: 47,874 shares 47,874 $1.64M 0.01% -492 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,830 shares; 2025Q4: 60,437 shares 60,437 $1.64M 0.01% +4,607 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,411 shares; 2025Q1: 13,165 shares; 2025Q2: 8,656 shares; 2025Q3: 13,248 shares; 2025Q4: 11,552 shares 11,552 $1.63M 0.01% -1,696 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,525 shares; 2024Q4: 18,373 shares; 2025Q1: 18,832 shares; 2025Q2: 18,918 shares; 2025Q3: 19,420 shares; 2025Q4: 18,719 shares 18,719 $1.63M 0.01% -701 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 58,350 shares; 2025Q1: 33,229 shares; 2025Q2: 75,019 shares; 2025Q3: 35,316 shares; 2025Q4: 30,653 shares 30,653 $1.63M 0.01% -4,663 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,735 shares; 2024Q4: 11,420 shares; 2025Q1: 11,187 shares; 2025Q2: 13,275 shares; 2025Q3: 17,726 shares; 2025Q4: 21,867 shares 21,867 $1.62M 0.01% +4,141 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 6,296 shares; 2025Q1: 3,402 shares; 2025Q2: 2,716 shares; 2025Q3: 9,103 shares; 2025Q4: 12,444 shares 12,444 $1.62M 0.01% +3,341 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 7,823 shares; 2025Q1: 7,511 shares; 2025Q2: 7,618 shares; 2025Q3: 7,789 shares; 2025Q4: 9,985 shares 9,985 $1.62M 0.01% +2,196 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 4,349 shares; 2025Q1: 4,072 shares; 2025Q2: 4,176 shares; 2025Q3: 4,737 shares; 2025Q4: 5,664 shares 5,664 $1.62M 0.01% +927 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,446 shares; 2024Q4: 10,471 shares; 2025Q1: 10,036 shares; 2025Q2: 10,268 shares; 2025Q3: 7,873 shares; 2025Q4: 8,967 shares 8,967 $1.62M 0.01% +1,094 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,495 shares; 2024Q4: 144,111 shares; 2025Q1: 150,570 shares; 2025Q2: 70,195 shares; 2025Q3: 67,238 shares; 2025Q4: 44,577 shares 44,577 $1.61M 0.01% -22,661 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,310 shares; 2025Q1: 36,603 shares; 2025Q2: 43,405 shares; 2025Q3: 48,846 shares; 2025Q4: 56,614 shares 56,614 $1.61M 0.01% +7,768 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,284 shares; 2024Q4: 11,831 shares; 2025Q1: 15,742 shares; 2025Q2: 25,248 shares; 2025Q3: 22,837 shares; 2025Q4: 24,858 shares 24,858 $1.61M 0.01% +2,021 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,401 shares; 2024Q4: 18,898 shares; 2025Q1: 18,801 shares; 2025Q2: 19,288 shares; 2025Q3: 18,621 shares; 2025Q4: 23,892 shares 23,892 $1.61M 0.01% +5,271 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,273 shares; 2024Q4: 22,778 shares; 2025Q1: 21,864 shares; 2025Q2: 11,232 shares; 2025Q3: 10,802 shares; 2025Q4: 14,947 shares 14,947 $1.6M 0.01% +4,145 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,110 shares; 2025Q1: 96,149 shares; 2025Q2: 96,208 shares; 2025Q3: 98,455 shares; 2025Q4: 104,026 shares 104,026 $1.59M 0.01% +5,571 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,840 shares; 2024Q4: 19,550 shares; 2025Q1: 18,841 shares; 2025Q2: 19,155 shares; 2025Q3: 24,583 shares; 2025Q4: 26,326 shares 26,326 $1.59M 0.01% +1,743 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 56,206 shares; 2025Q1: 53,470 shares; 2025Q2: 52,848 shares; 2025Q3: 34,798 shares; 2025Q4: 33,175 shares 33,175 $1.59M 0.01% -1,623 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,751 shares; 2024Q4: 12,736 shares; 2025Q1: 11,511 shares; 2025Q2: 10,704 shares; 2025Q3: 24,838 shares; 2025Q4: 26,505 shares 26,505 $1.59M 0.01% +1,667 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,276 shares; 2025Q1: 7,160 shares; 2025Q2: 7,499 shares; 2025Q3: 6,995 shares; 2025Q4: 29,927 shares 29,927 $1.59M 0.01% +22,932 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 12,996 shares; 2025Q1: 16,671 shares; 2025Q2: 14,970 shares; 2025Q3: 14,947 shares; 2025Q4: 9,978 shares 9,978 $1.59M 0.01% -4,969 Timeline CPLS AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,437 shares; 2025Q4: 44,666 shares 44,666 $1.59M 0.01% +7,229 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,574 shares; 2024Q4: 40,286 shares; 2025Q1: 36,333 shares; 2025Q2: 39,713 shares; 2025Q3: 40,346 shares; 2025Q4: 40,671 shares 40,671 $1.59M 0.01% +325 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,229 shares; 2024Q4: 28,269 shares; 2025Q1: 19,016 shares; 2025Q2: 25,034 shares; 2025Q3: 23,160 shares; 2025Q4: 21,798 shares 21,798 $1.58M 0.01% -1,362 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,465 shares; 2024Q4: 32,759 shares; 2025Q1: 31,748 shares; 2025Q2: 31,584 shares; 2025Q3: 31,861 shares; 2025Q4: 34,494 shares 34,494 $1.58M 0.01% +2,633 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,467 shares; 2024Q4: 29,993 shares; 2025Q1: 24,135 shares; 2025Q2: 30,659 shares; 2025Q3: 47,068 shares; 2025Q4: 47,227 shares 47,227 $1.58M 0.01% +159 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 8,450 shares; 2025Q1: 13,688 shares; 2025Q2: 21,043 shares; 2025Q3: 16,705 shares; 2025Q4: 17,146 shares 17,146 $1.58M 0.01% +441 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,823 shares; 2024Q4: 35,278 shares; 2025Q1: 28,161 shares; 2025Q2: 36,501 shares; 2025Q3: 36,286 shares; 2025Q4: 36,525 shares 36,525 $1.58M 0.01% +239 Timeline USAI 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: 15,884 shares; 2024Q4: 15,681 shares; 2025Q1: 36,868 shares; 2025Q2: 37,167 shares; 2025Q3: 39,291 shares; 2025Q4: 41,378 shares 41,378 $1.58M 0.01% +2,087 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 18,385 shares; 2025Q1: 20,819 shares; 2025Q2: 18,853 shares; 2025Q3: 17,033 shares; 2025Q4: 17,038 shares 17,038 $1.58M 0.01% +5 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 4,865 shares; 2025Q1: 5,529 shares; 2025Q2: 5,028 shares; 2025Q3: 6,641 shares; 2025Q4: 7,039 shares 7,039 $1.57M 0.01% +398 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,390 shares; 2025Q1: 68,959 shares; 2025Q2: 66,884 shares; 2025Q3: 93,545 shares; 2025Q4: 121,725 shares 121,725 $1.57M 0.01% +28,180 Timeline VIOG 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: 31,797 shares; 2024Q4: 10,798 shares; 2025Q1: 12,203 shares; 2025Q2: 12,374 shares; 2025Q3: 12,290 shares; 2025Q4: 12,882 shares 12,882 $1.56M 0.01% +592 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,563 shares; 2024Q4: 152,875 shares; 2025Q1: 163,317 shares; 2025Q2: 167,116 shares; 2025Q3: 175,786 shares; 2025Q4: 152,882 shares 152,882 $1.56M 0.01% -22,904 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 23,798 shares 23,798 $1.56M 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 5,601 shares; 2025Q1: 5,125 shares; 2025Q2: 5,531 shares; 2025Q3: 5,919 shares; 2025Q4: 6,904 shares 6,904 $1.56M 0.01% +985 Timeline IBMS 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: 14,581 shares; 2025Q2: 32,104 shares; 2025Q3: 43,087 shares; 2025Q4: 59,618 shares 59,618 $1.55M 0.01% +16,531 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 368 shares; 2025Q1: 191 shares; 2025Q2: 337 shares; 2025Q3: 193 shares; 2025Q4: 213 shares 213 $1.55M 0.01% +20 Timeline BNOV 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: 23,108 shares; 2024Q4: 25,876 shares; 2025Q1: 24,315 shares; 2025Q2: 26,366 shares; 2025Q3: 24,064 shares; 2025Q4: 34,916 shares 34,916 $1.55M 0.01% +10,852 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 10,394 shares; 2025Q1: 9,140 shares; 2025Q2: 7,564 shares; 2025Q3: 7,458 shares; 2025Q4: 7,634 shares 7,634 $1.55M 0.01% +176 Timeline MARM 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: 101,850 shares; 2024Q4: 104,167 shares; 2025Q1: 89,569 shares; 2025Q2: 93,795 shares; 2025Q3: 69,379 shares; 2025Q4: 46,823 shares 46,823 $1.55M 0.01% -22,556 Timeline KSEP 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: 27,576 shares; 2024Q4: 27,197 shares; 2025Q1: 23,690 shares; 2025Q2: 25,217 shares; 2025Q3: 55,450 shares; 2025Q4: 55,450 shares 55,450 $1.55M 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 7,138 shares; 2025Q1: 9,679 shares; 2025Q2: 10,244 shares; 2025Q3: 12,421 shares; 2025Q4: 14,143 shares 14,143 $1.55M 0.01% +1,722 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,502 shares; 2024Q4: 54,669 shares; 2025Q1: 161,797 shares; 2025Q2: 235,944 shares; 2025Q3: 254,632 shares; 2025Q4: 80,592 shares 80,592 $1.54M 0.01% -174,040 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,865 shares; 2024Q4: 28,012 shares; 2025Q1: 23,655 shares; 2025Q2: 19,939 shares; 2025Q3: 36,836 shares; 2025Q4: 34,275 shares 34,275 $1.53M 0.01% -2,561 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 4,217 shares; 2025Q1: 4,232 shares; 2025Q2: 5,083 shares; 2025Q3: 7,682 shares; 2025Q4: 9,522 shares 9,522 $1.53M 0.01% +1,840 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,136 shares; 2025Q4: 26,212 shares 26,212 $1.53M 0.01% +4,076 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 9,286 shares; 2025Q1: 9,193 shares; 2025Q2: 10,295 shares; 2025Q3: 11,067 shares; 2025Q4: 11,524 shares 11,524 $1.53M 0.01% +457 Timeline RWX 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: 43,641 shares; 2024Q4: 37,246 shares; 2025Q1: 53,230 shares; 2025Q2: 54,051 shares; 2025Q3: 54,290 shares; 2025Q4: 54,402 shares 54,402 $1.52M 0.01% +112 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,949 shares; 2024Q4: 74,476 shares; 2025Q1: 74,451 shares; 2025Q2: 66,393 shares; 2025Q3: 63,485 shares; 2025Q4: 68,230 shares 68,230 $1.52M 0.01% +4,745 Timeline SEPW 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: 63,305 shares; 2024Q4: 69,533 shares; 2025Q1: 35,701 shares; 2025Q2: 68,079 shares; 2025Q3: 36,618 shares; 2025Q4: 47,612 shares 47,612 $1.52M 0.01% +10,994 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: 10,374 shares; 2025Q1: 11,190 shares; 2025Q2: 12,210 shares; 2025Q3: 12,233 shares; 2025Q4: 10,551 shares 10,551 $1.52M 0.01% -1,682 Timeline QMAR 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: 47,664 shares; 2024Q4: 52,104 shares; 2025Q1: 49,014 shares; 2025Q2: 57,197 shares; 2025Q3: 43,106 shares; 2025Q4: 45,798 shares 45,798 $1.51M 0.01% +2,692 Timeline IXC 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: 86,913 shares; 2024Q4: 75,652 shares; 2025Q1: 46,403 shares; 2025Q2: 33,619 shares; 2025Q3: 35,493 shares; 2025Q4: 36,030 shares 36,030 $1.51M 0.01% +537 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,453 shares; 2024Q4: 59,143 shares; 2025Q1: 40,655 shares; 2025Q2: 65,897 shares; 2025Q3: 49,344 shares; 2025Q4: 48,943 shares 48,943 $1.51M 0.01% -401 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,966 shares; 2024Q4: 68,571 shares; 2025Q1: 61,720 shares; 2025Q2: 72,436 shares; 2025Q3: 69,599 shares; 2025Q4: 76,523 shares 76,523 $1.51M 0.01% +6,924 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 8,318 shares; 2025Q1: 6,407 shares; 2025Q2: 8,172 shares; 2025Q3: 6,816 shares; 2025Q4: 6,568 shares 6,568 $1.5M 0.01% -248 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,567 shares; 2024Q4: 35,985 shares; 2025Q1: 36,063 shares; 2025Q2: 37,334 shares; 2025Q3: 35,978 shares; 2025Q4: 37,328 shares 37,328 $1.5M 0.01% +1,350 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,351 shares; 2024Q4: 18,963 shares; 2025Q1: 17,181 shares; 2025Q2: 17,917 shares; 2025Q3: 12,332 shares; 2025Q4: 12,647 shares 12,647 $1.5M 0.01% +315 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,024 shares; 2024Q4: 10,433 shares; 2025Q1: 8,316 shares; 2025Q2: 7,786 shares; 2025Q3: 7,292 shares; 2025Q4: 6,176 shares 6,176 $1.5M 0.01% -1,116 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,412 shares; 2024Q4: 6,427 shares; 2025Q1: 8,312 shares; 2025Q2: 8,771 shares; 2025Q3: 8,559 shares; 2025Q4: 9,264 shares 9,264 $1.5M 0.01% +705 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 6,526 shares; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 1,745 shares; 2025Q4: 21,240 shares 21,240 $1.5M 0.01% +19,495 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,978 shares; 2024Q4: 12,213 shares; 2025Q1: 8,893 shares; 2025Q2: 12,049 shares; 2025Q3: 14,396 shares; 2025Q4: 12,748 shares 12,748 $1.49M 0.01% -1,648 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,838 shares; 2025Q3: 69,525 shares; 2025Q4: 64,840 shares 64,840 $1.48M 0.01% -4,685 Timeline SMMD 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: 16,133 shares; 2024Q4: 17,823 shares; 2025Q1: 14,407 shares; 2025Q2: 14,377 shares; 2025Q3: 19,014 shares; 2025Q4: 19,747 shares 19,747 $1.48M 0.01% +733 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,104 shares 18,104 $1.48M 0.01% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,680 shares; 2025Q3: 16,699 shares; 2025Q4: 18,716 shares 18,716 $1.48M 0.01% +2,017 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,768 shares; 2025Q4: 38,296 shares 38,296 $1.48M 0.01% +17,528 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 5,169 shares; 2025Q1: 4,465 shares; 2025Q2: 4,150 shares; 2025Q3: 4,136 shares; 2025Q4: 4,083 shares 4,083 $1.47M 0.01% -53 Timeline FGD 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: 48,025 shares; 2024Q4: 55,693 shares; 2025Q1: 54,132 shares; 2025Q2: 54,178 shares; 2025Q3: 45,863 shares; 2025Q4: 48,479 shares 48,479 $1.47M 0.01% +2,616 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 13,188 shares; 2025Q1: 13,082 shares; 2025Q2: 14,191 shares; 2025Q3: 14,412 shares; 2025Q4: 12,874 shares 12,874 $1.47M 0.01% -1,538 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,668 shares; 2025Q1: 28,692 shares; 2025Q2: 21,958 shares; 2025Q3: 26,812 shares; 2025Q4: 38,720 shares 38,720 $1.46M 0.01% +11,908 Timeline EAPR 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: 52,771 shares; 2024Q4: 59,627 shares; 2025Q1: 45,052 shares; 2025Q2: 58,715 shares; 2025Q3: 54,183 shares; 2025Q4: 49,222 shares 49,222 $1.46M 0.01% -4,961 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,089 shares; 2024Q4: 17,412 shares; 2025Q1: 12,721 shares; 2025Q2: 9,576 shares; 2025Q3: 9,926 shares; 2025Q4: 10,707 shares 10,707 $1.46M 0.01% +781 Timeline JIVE 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: 9,139 shares; 2025Q4: 18,108 shares 18,108 $1.45M 0.01% +8,969 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 5,956 shares; 2025Q1: 5,668 shares; 2025Q2: 5,725 shares; 2025Q3: 7,359 shares; 2025Q4: 6,673 shares 6,673 $1.45M 0.01% -686 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,990 shares; 2024Q4: 44,472 shares; 2025Q1: 38,478 shares; 2025Q2: 43,048 shares; 2025Q3: 41,875 shares; 2025Q4: 46,357 shares 46,357 $1.45M 0.01% +4,482 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 12,277 shares; 2025Q1: 11,122 shares; 2025Q2: 10,745 shares; 2025Q3: 10,038 shares; 2025Q4: 10,638 shares 10,638 $1.45M 0.01% +600 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,474 shares; 2024Q4: 19,757 shares; 2025Q1: 11,583 shares; 2025Q2: 11,542 shares; 2025Q3: 21,868 shares; 2025Q4: 21,211 shares 21,211 $1.44M 0.01% -657 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,661 shares; 2024Q4: not reported; 2025Q1: 43,793 shares; 2025Q2: 44,393 shares; 2025Q3: 49,929 shares; 2025Q4: 49,679 shares 49,679 $1.44M 0.01% -250 Timeline EAGG 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: 14,009 shares; 2024Q4: 15,013 shares; 2025Q1: 13,200 shares; 2025Q2: 15,062 shares; 2025Q3: 22,354 shares; 2025Q4: 30,134 shares 30,134 $1.44M 0.01% +7,780 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,937 shares; 2025Q1: 5,004 shares; 2025Q2: 5,011 shares; 2025Q3: 5,020 shares; 2025Q4: 5,027 shares 5,027 $1.44M 0.01% +7 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,665 shares; 2025Q1: 10,587 shares; 2025Q2: 14,615 shares; 2025Q3: 16,101 shares; 2025Q4: 17,934 shares 17,934 $1.44M 0.01% +1,833 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 6,342 shares; 2025Q1: 2,294 shares; 2025Q2: 2,764 shares; 2025Q3: 7,014 shares; 2025Q4: 6,931 shares 6,931 $1.44M 0.01% -83 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,786 shares; 2025Q2: 10,753 shares; 2025Q3: 14,307 shares; 2025Q4: 22,641 shares 22,641 $1.44M 0.01% +8,334 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,832 shares; 2025Q1: 46,913 shares; 2025Q2: 56,305 shares; 2025Q3: 56,112 shares; 2025Q4: 57,451 shares 57,451 $1.44M 0.01% +1,339 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,630 shares; 2024Q4: 27,609 shares; 2025Q1: 29,629 shares; 2025Q2: 26,986 shares; 2025Q3: 34,665 shares; 2025Q4: 35,611 shares 35,611 $1.44M 0.01% +946 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,319 shares; 2024Q4: 49,670 shares; 2025Q1: 56,426 shares; 2025Q2: 60,505 shares; 2025Q3: 60,462 shares; 2025Q4: 67,614 shares 67,614 $1.44M 0.01% +7,152 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 921 shares; 2025Q4: 3,136 shares 3,136 $1.43M 0.01% +2,215 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 2,057 shares; 2025Q1: 2,382 shares; 2025Q2: 6,175 shares; 2025Q3: 8,880 shares; 2025Q4: 8,818 shares 8,818 $1.43M 0.01% -62 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,931 shares; 2024Q4: 69,845 shares; 2025Q1: 64,804 shares; 2025Q2: 63,695 shares; 2025Q3: 59,376 shares; 2025Q4: 60,863 shares 60,863 $1.42M 0.01% +1,487 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 10,789 shares; 2025Q1: 11,095 shares; 2025Q2: 9,828 shares; 2025Q3: 7,917 shares; 2025Q4: 6,593 shares 6,593 $1.42M 0.01% -1,324 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,679 shares; 2024Q4: 4,860 shares; 2025Q1: 4,809 shares; 2025Q2: 4,414 shares; 2025Q3: 4,294 shares; 2025Q4: 11,157 shares 11,157 $1.41M 0.01% +6,863 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,510 shares; 2024Q4: 87,949 shares; 2025Q1: 19,248 shares; 2025Q2: 75,854 shares; 2025Q3: 22,382 shares; 2025Q4: 27,847 shares 27,847 $1.41M 0.01% +5,465 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,235 shares 29,235 $1.41M 0.01% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 15,020 shares; 2025Q1: 14,406 shares; 2025Q2: 21,953 shares; 2025Q3: 24,215 shares; 2025Q4: 27,687 shares 27,687 $1.41M 0.01% +3,472 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 6,344 shares; 2025Q1: 5,167 shares; 2025Q2: 3,899 shares; 2025Q3: 4,212 shares; 2025Q4: 4,897 shares 4,897 $1.41M 0.01% +685 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,967 shares; 2025Q1: 15,166 shares; 2025Q2: 15,841 shares; 2025Q3: 33,525 shares; 2025Q4: 46,077 shares 46,077 $1.4M 0.01% +12,552 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,319 shares; 2024Q4: 35,490 shares; 2025Q1: 35,496 shares; 2025Q2: 38,798 shares; 2025Q3: 38,139 shares; 2025Q4: 36,880 shares 36,880 $1.4M 0.01% -1,259 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,675 shares; 2024Q4: 40,388 shares; 2025Q1: 47,614 shares; 2025Q2: 51,520 shares; 2025Q3: 53,881 shares; 2025Q4: 62,786 shares 62,786 $1.4M 0.01% +8,905 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,113 shares; 2025Q1: 3,531 shares; 2025Q2: 5,425 shares; 2025Q3: 4,012 shares; 2025Q4: 4,325 shares 4,325 $1.4M 0.01% +313 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,000 shares; 2025Q2: 12,825 shares; 2025Q3: 31,007 shares; 2025Q4: 41,225 shares 41,225 $1.4M 0.01% +10,218 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,599 shares; 2024Q4: 52,285 shares; 2025Q1: 53,313 shares; 2025Q2: 68,821 shares; 2025Q3: 90,487 shares; 2025Q4: 109,324 shares 109,324 $1.39M 0.01% +18,837 Timeline JXI 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: 14,952 shares; 2024Q4: 62,219 shares; 2025Q1: 17,451 shares; 2025Q2: 57,783 shares; 2025Q3: 17,136 shares; 2025Q4: 17,723 shares 17,723 $1.39M 0.01% +587 Timeline FLQL 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: 36,753 shares; 2024Q4: 37,605 shares; 2025Q1: 28,444 shares; 2025Q2: 27,727 shares; 2025Q3: 27,835 shares; 2025Q4: 20,082 shares 20,082 $1.39M 0.01% -7,753 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,751 shares; 2024Q4: 99,188 shares; 2025Q1: 108,071 shares; 2025Q2: 107,078 shares; 2025Q3: 97,412 shares; 2025Q4: 85,928 shares 85,928 $1.39M 0.01% -11,484 Timeline PSMJ 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: 41,352 shares; 2024Q4: 41,606 shares; 2025Q1: 43,181 shares; 2025Q2: 44,881 shares; 2025Q3: 43,667 shares; 2025Q4: 43,132 shares 43,132 $1.39M 0.01% -535 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,498 shares; 2024Q4: 44,855 shares; 2025Q1: 18,973 shares; 2025Q2: 19,816 shares; 2025Q3: 19,554 shares; 2025Q4: 20,775 shares 20,775 $1.39M 0.01% +1,221 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,969 shares; 2024Q4: 11,711 shares; 2025Q1: 7,150 shares; 2025Q2: 7,083 shares; 2025Q3: 5,075 shares; 2025Q4: 14,006 shares 14,006 $1.38M 0.01% +8,931 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,448 shares; 2024Q4: 74,237 shares; 2025Q1: 52,046 shares; 2025Q2: 15,741 shares; 2025Q3: 14,681 shares; 2025Q4: 20,161 shares 20,161 $1.38M 0.01% +5,480 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,848 shares; 2024Q4: 25,651 shares; 2025Q1: 27,561 shares; 2025Q2: 28,569 shares; 2025Q3: 28,414 shares; 2025Q4: 31,663 shares 31,663 $1.38M 0.01% +3,249 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,450 shares; 2025Q1: 108,000 shares; 2025Q2: 99,346 shares; 2025Q3: 102,425 shares; 2025Q4: 93,315 shares 93,315 $1.38M 0.01% -9,110 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 5,070 shares; 2025Q1: 4,001 shares; 2025Q2: 4,521 shares; 2025Q3: 4,087 shares; 2025Q4: 3,850 shares 3,850 $1.38M 0.01% -237 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,436 shares 47,436 $1.37M 0.01% new Timeline TBRG TRUBRIDGE INC More: the full row for TRUBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,512 shares; 2024Q4: 67,617 shares; 2025Q1: 64,313 shares; 2025Q2: 63,313 shares; 2025Q3: 63,261 shares; 2025Q4: 62,001 shares 62,001 $1.37M 0.01% -1,260 Timeline JPME 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: 22,029 shares; 2024Q4: 24,855 shares; 2025Q1: 25,597 shares; 2025Q2: 20,060 shares; 2025Q3: 15,192 shares; 2025Q4: 12,586 shares 12,586 $1.37M 0.01% -2,606 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,723 shares; 2025Q2: 22,872 shares; 2025Q3: 32,901 shares; 2025Q4: 31,731 shares 31,731 $1.36M 0.01% -1,170 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,540 shares; 2024Q4: 56,845 shares; 2025Q1: 61,765 shares; 2025Q2: 61,112 shares; 2025Q3: 56,620 shares; 2025Q4: 56,620 shares 56,620 $1.36M 0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,579 shares; 2025Q1: 29,448 shares; 2025Q2: 37,312 shares; 2025Q3: 29,564 shares; 2025Q4: 29,803 shares 29,803 $1.35M 0.01% +239 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,571 shares; 2024Q4: 49,831 shares; 2025Q1: 43,787 shares; 2025Q2: 48,102 shares; 2025Q3: 56,328 shares; 2025Q4: 57,786 shares 57,786 $1.35M 0.01% +1,458 Timeline NSEP 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: 35,318 shares; 2024Q4: 33,463 shares; 2025Q1: 28,588 shares; 2025Q2: 32,320 shares; 2025Q3: 46,164 shares; 2025Q4: 46,164 shares 46,164 $1.35M 0.01% 0 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,041 shares; 2024Q4: 32,564 shares; 2025Q1: 26,151 shares; 2025Q2: 28,084 shares; 2025Q3: 58,978 shares; 2025Q4: 52,572 shares 52,572 $1.35M 0.01% -6,406 Timeline XAPR 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: 30,049 shares; 2024Q4: 31,849 shares; 2025Q1: 28,209 shares; 2025Q2: 42,350 shares; 2025Q3: 39,094 shares; 2025Q4: 36,982 shares 36,982 $1.35M 0.01% -2,112 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 8,514 shares; 2025Q1: 15,725 shares; 2025Q2: not reported; 2025Q3: 24,190 shares; 2025Q4: 24,769 shares 24,769 $1.34M 0.01% +579 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 4,306 shares; 2025Q1: 1,423 shares; 2025Q2: 3,185 shares; 2025Q3: 2,862 shares; 2025Q4: 5,935 shares 5,935 $1.34M 0.01% +3,073 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,928 shares; 2024Q4: 56,661 shares; 2025Q1: 57,169 shares; 2025Q2: 57,224 shares; 2025Q3: 65,908 shares; 2025Q4: 69,979 shares 69,979 $1.34M 0.01% +4,071 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 8,180 shares; 2025Q1: 8,728 shares; 2025Q2: 7,254 shares; 2025Q3: 7,775 shares; 2025Q4: 7,301 shares 7,301 $1.34M 0.01% -474 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,286 shares; 2024Q4: 93,786 shares; 2025Q1: 18,778 shares; 2025Q2: 26,357 shares; 2025Q3: 26,901 shares; 2025Q4: 23,261 shares 23,261 $1.34M 0.01% -3,640 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 6,581 shares; 2025Q1: 6,086 shares; 2025Q2: 6,851 shares; 2025Q3: 6,597 shares; 2025Q4: 7,864 shares 7,864 $1.33M 0.01% +1,267 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,869 shares; 2025Q1: 78,740 shares; 2025Q2: 78,690 shares; 2025Q3: 36,890 shares; 2025Q4: 34,575 shares 34,575 $1.33M 0.01% -2,315 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,242 shares; 2024Q4: 31,260 shares; 2025Q1: 26,128 shares; 2025Q2: 26,486 shares; 2025Q3: 28,257 shares; 2025Q4: 30,094 shares 30,094 $1.33M 0.01% +1,837 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,737 shares; 2024Q4: 28,282 shares; 2025Q1: 27,924 shares; 2025Q2: 40,754 shares; 2025Q3: 27,030 shares; 2025Q4: 27,280 shares 27,280 $1.33M 0.01% +250 Timeline AVSF 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: not reported; 2025Q2: not reported; 2025Q3: 12,270 shares; 2025Q4: 28,161 shares 28,161 $1.33M 0.01% +15,891 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,777 shares; 2024Q4: 79,437 shares; 2025Q1: 62,867 shares; 2025Q2: 74,067 shares; 2025Q3: 67,749 shares; 2025Q4: 66,591 shares 66,591 $1.32M 0.01% -1,158 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,488 shares; 2024Q4: 91,060 shares; 2025Q1: 89,029 shares; 2025Q2: 88,394 shares; 2025Q3: 84,411 shares; 2025Q4: 25,224 shares 25,224 $1.32M 0.01% -59,187 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,555 shares; 2024Q4: 32,900 shares; 2025Q1: 32,555 shares; 2025Q2: 32,900 shares; 2025Q3: 34,670 shares; 2025Q4: 34,410 shares 34,410 $1.32M 0.01% -260 Timeline EMGF 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: 20,913 shares; 2024Q4: 22,351 shares; 2025Q1: 22,335 shares; 2025Q2: 22,640 shares; 2025Q3: 22,276 shares; 2025Q4: 22,603 shares 22,603 $1.31M 0.01% +327 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,983 shares; 2024Q4: 116,148 shares; 2025Q1: 100,483 shares; 2025Q2: 119,061 shares; 2025Q3: 123,137 shares; 2025Q4: 115,647 shares 115,647 $1.3M 0.01% -7,490 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,906 shares; 2024Q4: 20,833 shares; 2025Q1: 19,796 shares; 2025Q2: 62,002 shares; 2025Q3: 24,542 shares; 2025Q4: 26,803 shares 26,803 $1.3M 0.01% +2,261 Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,559 shares; 2025Q1: 53,753 shares; 2025Q2: 65,385 shares; 2025Q3: 63,526 shares; 2025Q4: 45,596 shares 45,596 $1.3M 0.01% -17,930 Timeline MAYU 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: 48,345 shares; 2024Q4: 46,345 shares; 2025Q1: 46,345 shares; 2025Q2: 45,965 shares; 2025Q3: 41,890 shares; 2025Q4: 41,165 shares 41,165 $1.3M 0.01% -725 Timeline DFEV 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: 29,084 shares; 2024Q4: 38,987 shares; 2025Q1: 38,184 shares; 2025Q2: 33,722 shares; 2025Q3: 36,409 shares; 2025Q4: 37,992 shares 37,992 $1.28M 0.01% +1,583 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,664 shares; 2024Q4: 30,476 shares; 2025Q1: 32,994 shares; 2025Q2: 38,115 shares; 2025Q3: 83,526 shares; 2025Q4: 67,994 shares 67,994 $1.28M 0.01% -15,532 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,594 shares; 2024Q4: 46,813 shares; 2025Q1: 42,255 shares; 2025Q2: 46,770 shares; 2025Q3: 48,272 shares; 2025Q4: 49,789 shares 49,789 $1.28M 0.01% +1,517 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,847 shares; 2025Q1: 18,590 shares; 2025Q2: 32,340 shares; 2025Q3: 44,067 shares; 2025Q4: 51,506 shares 51,506 $1.28M 0.01% +7,439 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 18,250 shares; 2025Q1: 15,921 shares; 2025Q2: 18,321 shares; 2025Q3: 16,274 shares; 2025Q4: 19,352 shares 19,352 $1.28M 0.01% +3,078 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,194 shares; 2025Q2: 53,077 shares; 2025Q3: 46,232 shares; 2025Q4: 46,232 shares 46,232 $1.27M 0.01% 0 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,805 shares; 2025Q3: 47,243 shares; 2025Q4: 47,272 shares 47,272 $1.27M 0.01% +29 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 475 shares; 2025Q1: 436 shares; 2025Q2: 501 shares; 2025Q3: 478 shares; 2025Q4: 590 shares 590 $1.27M 0.01% +112 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,741 shares; 2024Q4: 17,022 shares; 2025Q1: 14,746 shares; 2025Q2: 15,078 shares; 2025Q3: 14,103 shares; 2025Q4: 15,698 shares 15,698 $1.27M 0.01% +1,595 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,996 shares; 2024Q4: 43,290 shares; 2025Q1: 54,741 shares; 2025Q2: 56,280 shares; 2025Q3: 52,345 shares; 2025Q4: 75,507 shares 75,507 $1.26M 0.01% +23,162 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,211 shares; 2024Q4: 17,211 shares; 2025Q1: 32,317 shares; 2025Q2: 32,117 shares; 2025Q3: 34,238 shares; 2025Q4: 34,235 shares 34,235 $1.26M 0.01% -3 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,071 shares; 2025Q1: 9,740 shares; 2025Q2: 9,669 shares; 2025Q3: 9,348 shares; 2025Q4: 9,548 shares 9,548 $1.26M 0.01% +200 Timeline SLYG 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: 9,534 shares; 2024Q4: 8,845 shares; 2025Q1: 7,059 shares; 2025Q2: 8,169 shares; 2025Q3: 13,235 shares; 2025Q4: 13,357 shares 13,357 $1.26M 0.01% +122 Timeline BSMY 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: not reported; 2025Q1: 13,043 shares; 2025Q2: 20,639 shares; 2025Q3: 36,368 shares; 2025Q4: 51,154 shares 51,154 $1.26M 0.01% +14,786 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 19,604 shares; 2025Q1: 19,324 shares; 2025Q2: 20,257 shares; 2025Q3: 20,125 shares; 2025Q4: 20,099 shares 20,099 $1.25M 0.01% -26 Timeline RWJ 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: 63,082 shares; 2024Q4: 44,231 shares; 2025Q1: 39,070 shares; 2025Q2: 34,195 shares; 2025Q3: 29,182 shares; 2025Q4: 25,726 shares 25,726 $1.25M 0.01% -3,456 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,096 shares; 2024Q4: 21,738 shares; 2025Q1: 18,884 shares; 2025Q2: 20,427 shares; 2025Q3: 25,088 shares; 2025Q4: 21,983 shares 21,983 $1.25M 0.01% -3,105 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,853 shares; 2024Q4: 32,939 shares; 2025Q1: 31,312 shares; 2025Q2: 26,819 shares; 2025Q3: 30,687 shares; 2025Q4: 40,586 shares 40,586 $1.25M 0.01% +9,899 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,502 shares; 2024Q4: 31,881 shares; 2025Q1: 32,301 shares; 2025Q2: 33,252 shares; 2025Q3: 37,612 shares; 2025Q4: 38,506 shares 38,506 $1.24M 0.01% +894 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 7,487 shares; 2025Q1: 28,748 shares; 2025Q2: 35,332 shares; 2025Q3: 32,770 shares; 2025Q4: 32,326 shares 32,326 $1.24M 0.01% -444 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,166 shares; 2024Q4: 57,259 shares; 2025Q1: 50,048 shares; 2025Q2: 45,691 shares; 2025Q3: 43,777 shares; 2025Q4: 42,119 shares 42,119 $1.24M 0.01% -1,658 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,664 shares; 2025Q1: 8,855 shares; 2025Q2: 12,042 shares; 2025Q3: 13,858 shares; 2025Q4: 22,421 shares 22,421 $1.24M 0.01% +8,563 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,583 shares; 2024Q4: 291,793 shares; 2025Q1: 278,883 shares; 2025Q2: 260,572 shares; 2025Q3: 318,754 shares; 2025Q4: 299,026 shares 299,026 $1.23M 0.01% -19,728 Timeline NTGR NETGEAR INC More: the full row for NETGEAR 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: 45,928 shares; 2025Q4: 50,327 shares 50,327 $1.23M 0.01% +4,399 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,578 shares; 2025Q1: 3,946 shares; 2025Q2: 4,085 shares; 2025Q3: 4,048 shares; 2025Q4: 3,336 shares 3,336 $1.23M 0.01% -712 Timeline EWW 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: 6,891 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,676 shares; 2025Q3: 8,337 shares; 2025Q4: 17,706 shares 17,706 $1.23M 0.01% +9,369 Timeline IHF 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: 14,150 shares; 2024Q4: 19,721 shares; 2025Q1: 30,846 shares; 2025Q2: 27,873 shares; 2025Q3: 24,615 shares; 2025Q4: 25,602 shares 25,602 $1.23M 0.01% +987 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,730 shares; 2024Q4: 24,199 shares; 2025Q1: 18,827 shares; 2025Q2: 20,342 shares; 2025Q3: 19,611 shares; 2025Q4: 21,338 shares 21,338 $1.23M 0.01% +1,727 Timeline