BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,936 shares; 2024Q4: 77,347 shares; 2025Q1: 67,215 shares; 2025Q2: 74,671 shares; 2025Q3: 70,306 shares; 2025Q4: 83,340 shares 83,340 $1.23M 0.01% +13,034 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,019 shares; 2024Q4: 19,684 shares; 2025Q1: 27,165 shares; 2025Q2: 31,009 shares; 2025Q3: 29,715 shares; 2025Q4: 32,225 shares 32,225 $1.22M 0.01% +2,510 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 9,411 shares; 2025Q1: 8,447 shares; 2025Q2: 13,809 shares; 2025Q3: 17,739 shares; 2025Q4: 17,884 shares 17,884 $1.22M 0.01% +145 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,494 shares; 2024Q4: 14,205 shares; 2025Q1: 13,466 shares; 2025Q2: 21,461 shares; 2025Q3: 12,903 shares; 2025Q4: 14,538 shares 14,538 $1.22M 0.01% +1,635 Timeline SYFI 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: 21,867 shares; 2025Q4: 33,898 shares 33,898 $1.22M 0.01% +12,031 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 9,187 shares; 2025Q1: 8,234 shares; 2025Q2: 20,948 shares; 2025Q3: 15,343 shares; 2025Q4: 27,805 shares 27,805 $1.22M 0.01% +12,462 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,332 shares; 2024Q4: 24,671 shares; 2025Q1: 39,878 shares; 2025Q2: 35,706 shares; 2025Q3: 83,927 shares; 2025Q4: 62,695 shares 62,695 $1.22M 0.01% -21,232 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,694 shares; 2024Q4: 237,190 shares; 2025Q1: 73,574 shares; 2025Q2: 185,649 shares; 2025Q3: 59,145 shares; 2025Q4: 56,742 shares 56,742 $1.22M 0.01% -2,403 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,600 shares; 2025Q1: 60,100 shares; 2025Q2: 60,100 shares; 2025Q3: 60,100 shares; 2025Q4: 60,100 shares 60,100 $1.21M 0.01% 0 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,253 shares; 2024Q4: 22,484 shares; 2025Q1: 21,314 shares; 2025Q2: 57,099 shares; 2025Q3: 61,083 shares; 2025Q4: 69,296 shares 69,296 $1.21M 0.01% +8,213 Timeline DFGR 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: 19,407 shares; 2024Q4: 28,626 shares; 2025Q1: 30,188 shares; 2025Q2: 32,880 shares; 2025Q3: 39,257 shares; 2025Q4: 45,799 shares 45,799 $1.21M <0.01% +6,542 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,022 shares; 2025Q1: not reported; 2025Q2: 5,034 shares; 2025Q3: 15,599 shares; 2025Q4: 18,860 shares 18,860 $1.21M <0.01% +3,261 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 13,505 shares; 2025Q1: 11,721 shares; 2025Q2: 13,483 shares; 2025Q3: 13,087 shares; 2025Q4: 13,679 shares 13,679 $1.21M <0.01% +592 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,820 shares; 2024Q4: 38,162 shares; 2025Q1: 45,815 shares; 2025Q2: 53,047 shares; 2025Q3: 46,144 shares; 2025Q4: 44,841 shares 44,841 $1.21M <0.01% -1,303 Timeline OPFI OPPFI INC More: the full row for OPPFI 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: 105,052 shares; 2025Q4: 115,034 shares 115,034 $1.2M <0.01% +9,982 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,734 shares; 2025Q1: 91,694 shares; 2025Q2: 117,290 shares; 2025Q3: 112,930 shares; 2025Q4: 113,787 shares 113,787 $1.2M <0.01% +857 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,668 shares; 2024Q4: 32,633 shares; 2025Q1: 32,665 shares; 2025Q2: 32,379 shares; 2025Q3: 29,347 shares; 2025Q4: 30,139 shares 30,139 $1.2M <0.01% +792 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 10,547 shares; 2025Q1: 21,471 shares; 2025Q2: 12,466 shares; 2025Q3: 57,725 shares; 2025Q4: 20,501 shares 20,501 $1.2M <0.01% -37,224 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 5,424 shares; 2025Q1: 2,703 shares; 2025Q2: 2,430 shares; 2025Q3: 9,726 shares; 2025Q4: 9,982 shares 9,982 $1.2M <0.01% +256 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 6,776 shares; 2025Q1: 5,472 shares; 2025Q2: 6,713 shares; 2025Q3: 7,464 shares; 2025Q4: 9,188 shares 9,188 $1.2M <0.01% +1,724 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 50,558 shares; 2025Q1: 42,914 shares; 2025Q2: 39,615 shares; 2025Q3: 19,805 shares; 2025Q4: 34,370 shares 34,370 $1.2M <0.01% +14,565 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 14,398 shares; 2025Q1: 12,562 shares; 2025Q2: 13,418 shares; 2025Q3: 17,310 shares; 2025Q4: 16,842 shares 16,842 $1.2M <0.01% -468 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,006 shares; 2024Q4: 20,586 shares; 2025Q1: 20,095 shares; 2025Q2: 26,702 shares; 2025Q3: 23,047 shares; 2025Q4: 32,602 shares 32,602 $1.19M <0.01% +9,555 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,502 shares; 2024Q4: 26,683 shares; 2025Q1: 24,130 shares; 2025Q2: 24,323 shares; 2025Q3: 24,505 shares; 2025Q4: 24,683 shares 24,683 $1.19M <0.01% +178 Timeline SIXZ 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: 8,422 shares; 2024Q4: 14,647 shares; 2025Q1: 19,472 shares; 2025Q2: 24,299 shares; 2025Q3: 34,154 shares; 2025Q4: 40,258 shares 40,258 $1.19M <0.01% +6,104 Timeline IBTH 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: 30,750 shares; 2024Q4: 34,634 shares; 2025Q1: 35,160 shares; 2025Q2: 33,383 shares; 2025Q3: 42,623 shares; 2025Q4: 52,994 shares 52,994 $1.19M <0.01% +10,371 Timeline RFV 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: 3,455 shares; 2024Q4: 3,885 shares; 2025Q1: 4,738 shares; 2025Q2: 4,550 shares; 2025Q3: 4,645 shares; 2025Q4: 9,314 shares 9,314 $1.19M <0.01% +4,669 Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,137 shares; 2025Q2: 31,362 shares; 2025Q3: 29,904 shares; 2025Q4: 29,664 shares 29,664 $1.19M <0.01% -240 Timeline FMAG 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: 6,861 shares; 2025Q1: 8,123 shares; 2025Q2: 22,376 shares; 2025Q3: 31,015 shares; 2025Q4: 34,791 shares 34,791 $1.19M <0.01% +3,776 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,636 shares; 2024Q4: 49,499 shares; 2025Q1: 48,826 shares; 2025Q2: 42,153 shares; 2025Q3: 38,929 shares; 2025Q4: 50,055 shares 50,055 $1.19M <0.01% +11,126 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 6,053 shares; 2025Q2: 6,567 shares; 2025Q3: 6,773 shares; 2025Q4: 13,394 shares 13,394 $1.19M <0.01% +6,621 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 14,310 shares; 2025Q1: 14,028 shares; 2025Q2: 14,076 shares; 2025Q3: 22,154 shares; 2025Q4: 22,503 shares 22,503 $1.18M <0.01% +349 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,182 shares; 2024Q4: 13,200 shares; 2025Q1: 12,199 shares; 2025Q2: 15,122 shares; 2025Q3: 19,169 shares; 2025Q4: 20,718 shares 20,718 $1.18M <0.01% +1,549 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,560 shares; 2024Q4: 51,729 shares; 2025Q1: 51,892 shares; 2025Q2: 52,657 shares; 2025Q3: 37,375 shares; 2025Q4: 38,766 shares 38,766 $1.18M <0.01% +1,391 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 12,360 shares; 2025Q1: 5,940 shares; 2025Q2: 13,340 shares; 2025Q3: 12,481 shares; 2025Q4: 20,952 shares 20,952 $1.18M <0.01% +8,471 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,411 shares; 2025Q1: 227,807 shares; 2025Q2: 175,654 shares; 2025Q3: 109,675 shares; 2025Q4: 136,900 shares 136,900 $1.18M <0.01% +27,225 Timeline IJUN 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: 9,035 shares; 2024Q4: 15,126 shares; 2025Q1: 11,509 shares; 2025Q2: 44,692 shares; 2025Q3: 38,444 shares; 2025Q4: 40,189 shares 40,189 $1.17M <0.01% +1,745 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,844 shares; 2024Q4: 389,858 shares; 2025Q1: 197,923 shares; 2025Q2: 508,897 shares; 2025Q3: 203,341 shares; 2025Q4: 204,945 shares 204,945 $1.17M <0.01% +1,604 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,755 shares; 2024Q4: 5,145 shares; 2025Q1: 5,179 shares; 2025Q2: 5,404 shares; 2025Q3: 5,615 shares; 2025Q4: 5,668 shares 5,668 $1.17M <0.01% +53 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,683 shares; 2024Q4: 24,414 shares; 2025Q1: 22,765 shares; 2025Q2: 24,476 shares; 2025Q3: 23,876 shares; 2025Q4: 25,417 shares 25,417 $1.17M <0.01% +1,541 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,563 shares; 2025Q1: 2,491 shares; 2025Q2: 2,336 shares; 2025Q3: 4,650 shares; 2025Q4: 9,654 shares 9,654 $1.17M <0.01% +5,004 Timeline DFAR 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: 36,935 shares; 2024Q4: 61,477 shares; 2025Q1: 59,747 shares; 2025Q2: 60,528 shares; 2025Q3: 55,697 shares; 2025Q4: 50,981 shares 50,981 $1.17M <0.01% -4,716 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,208 shares; 2024Q4: 43,504 shares; 2025Q1: 42,208 shares; 2025Q2: 43,504 shares; 2025Q3: 38,763 shares; 2025Q4: 38,763 shares 38,763 $1.17M <0.01% 0 Timeline RSPF 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: 12,829 shares; 2024Q4: 8,936 shares; 2025Q1: 8,531 shares; 2025Q2: 9,206 shares; 2025Q3: 13,118 shares; 2025Q4: 14,817 shares 14,817 $1.16M <0.01% +1,699 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 9,729 shares; 2025Q1: 9,808 shares; 2025Q2: 8,352 shares; 2025Q3: 8,662 shares; 2025Q4: 14,347 shares 14,347 $1.16M <0.01% +5,685 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,136 shares; 2024Q4: 120,327 shares; 2025Q1: 125,374 shares; 2025Q2: 125,689 shares; 2025Q3: 134,727 shares; 2025Q4: 128,171 shares 128,171 $1.16M <0.01% -6,556 Timeline BSCW 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: 38,555 shares; 2024Q4: 51,475 shares; 2025Q1: 52,390 shares; 2025Q2: 53,376 shares; 2025Q3: 54,620 shares; 2025Q4: 55,619 shares 55,619 $1.16M <0.01% +999 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,009 shares; 2024Q4: 36,637 shares; 2025Q1: 26,982 shares; 2025Q2: 29,398 shares; 2025Q3: 27,328 shares; 2025Q4: 30,140 shares 30,140 $1.16M <0.01% +2,812 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 13,710 shares; 2025Q1: 14,070 shares; 2025Q2: 14,399 shares; 2025Q3: 14,125 shares; 2025Q4: 13,743 shares 13,743 $1.16M <0.01% -382 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,922 shares 36,922 $1.15M <0.01% new Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,718 shares; 2024Q4: 37,014 shares; 2025Q1: 39,437 shares; 2025Q2: 36,902 shares; 2025Q3: 31,980 shares; 2025Q4: 33,527 shares 33,527 $1.15M <0.01% +1,547 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 9,156 shares; 2025Q1: 16,073 shares; 2025Q2: 15,868 shares; 2025Q3: 16,269 shares; 2025Q4: 13,144 shares 13,144 $1.15M <0.01% -3,125 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,916 shares; 2024Q4: 29,376 shares; 2025Q1: 24,750 shares; 2025Q2: 29,522 shares; 2025Q3: 28,617 shares; 2025Q4: 27,918 shares 27,918 $1.15M <0.01% -699 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,699 shares; 2024Q4: 12,712 shares; 2025Q1: 12,536 shares; 2025Q2: 12,427 shares; 2025Q3: 12,441 shares; 2025Q4: 12,762 shares 12,762 $1.15M <0.01% +321 Timeline KJUN 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: 15,445 shares; 2024Q4: 14,887 shares; 2025Q1: 14,293 shares; 2025Q2: 33,495 shares; 2025Q3: 45,177 shares; 2025Q4: 41,075 shares 41,075 $1.15M <0.01% -4,102 Timeline XISE 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: 55,598 shares; 2024Q4: 58,721 shares; 2025Q1: 43,679 shares; 2025Q2: 43,515 shares; 2025Q3: 39,993 shares; 2025Q4: 37,698 shares 37,698 $1.15M <0.01% -2,295 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,287 shares; 2024Q4: 11,082 shares; 2025Q1: 15,295 shares; 2025Q2: 16,419 shares; 2025Q3: 18,976 shares; 2025Q4: 24,946 shares 24,946 $1.14M <0.01% +5,970 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,426 shares; 2024Q4: 18,209 shares; 2025Q1: 20,335 shares; 2025Q2: 19,978 shares; 2025Q3: 20,387 shares; 2025Q4: 19,029 shares 19,029 $1.14M <0.01% -1,358 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,819 shares; 2025Q1: 23,969 shares; 2025Q2: 25,605 shares; 2025Q3: 25,612 shares; 2025Q4: 25,861 shares 25,861 $1.14M <0.01% +249 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,925 shares; 2024Q4: 19,517 shares; 2025Q1: 12,079 shares; 2025Q2: 12,977 shares; 2025Q3: 14,365 shares; 2025Q4: 15,705 shares 15,705 $1.14M <0.01% +1,340 Timeline EUDG 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: 26,024 shares; 2024Q4: 27,134 shares; 2025Q1: 26,716 shares; 2025Q2: 27,870 shares; 2025Q3: 28,442 shares; 2025Q4: 30,213 shares 30,213 $1.13M <0.01% +1,771 Timeline CVIE 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: 14,957 shares; 2025Q4: 15,865 shares 15,865 $1.13M <0.01% +908 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 8,164 shares; 2025Q1: 9,357 shares; 2025Q2: 7,964 shares; 2025Q3: 8,163 shares; 2025Q4: 8,857 shares 8,857 $1.13M <0.01% +694 Timeline IBTI 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: 34,487 shares; 2024Q4: 32,530 shares; 2025Q1: 31,084 shares; 2025Q2: 31,190 shares; 2025Q3: 49,133 shares; 2025Q4: 50,470 shares 50,470 $1.13M <0.01% +1,337 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 20,980 shares; 2025Q1: 22,007 shares; 2025Q2: 17,854 shares; 2025Q3: 33,868 shares; 2025Q4: 65,079 shares 65,079 $1.13M <0.01% +31,211 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,716 shares; 2025Q1: 9,769 shares; 2025Q2: 10,402 shares; 2025Q3: 10,804 shares; 2025Q4: 11,038 shares 11,038 $1.13M <0.01% +234 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,325 shares; 2024Q4: 164,387 shares; 2025Q1: 170,134 shares; 2025Q2: 172,544 shares; 2025Q3: 181,849 shares; 2025Q4: 182,881 shares 182,881 $1.12M <0.01% +1,032 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 6,594 shares; 2025Q1: 4,871 shares; 2025Q2: 4,694 shares; 2025Q3: 4,731 shares; 2025Q4: 4,654 shares 4,654 $1.12M <0.01% -77 Timeline KNOV 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: 11,856 shares; 2025Q1: 9,602 shares; 2025Q2: 12,012 shares; 2025Q3: 9,901 shares; 2025Q4: 39,272 shares 39,272 $1.12M <0.01% +29,371 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,811 shares; 2024Q4: 41,461 shares; 2025Q1: 37,977 shares; 2025Q2: 39,731 shares; 2025Q3: 39,207 shares; 2025Q4: 40,804 shares 40,804 $1.12M <0.01% +1,597 Timeline ZJUN 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: 39,624 shares; 2025Q3: 42,394 shares; 2025Q4: 41,558 shares 41,558 $1.12M <0.01% -836 Timeline LIT 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: 49,152 shares; 2024Q4: 24,209 shares; 2025Q1: 20,212 shares; 2025Q2: 22,033 shares; 2025Q3: 17,210 shares; 2025Q4: 17,183 shares 17,183 $1.11M <0.01% -27 Timeline IYT 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: 5,030 shares; 2024Q4: not reported; 2025Q1: 3,576 shares; 2025Q2: 5,057 shares; 2025Q3: 5,029 shares; 2025Q4: 14,954 shares 14,954 $1.11M <0.01% +9,925 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,137 shares; 2025Q1: 5,945 shares; 2025Q2: 5,900 shares; 2025Q3: 5,491 shares; 2025Q4: 6,121 shares 6,121 $1.11M <0.01% +630 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,582 shares; 2024Q4: 20,762 shares; 2025Q1: 20,793 shares; 2025Q2: 13,040 shares; 2025Q3: 12,180 shares; 2025Q4: 12,582 shares 12,582 $1.11M <0.01% +402 Timeline KAUG 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: 49,824 shares; 2024Q4: 46,304 shares; 2025Q1: 40,498 shares; 2025Q2: 45,243 shares; 2025Q3: 39,026 shares; 2025Q4: 41,818 shares 41,818 $1.11M <0.01% +2,792 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 17,001 shares; 2025Q1: 16,943 shares; 2025Q2: 16,715 shares; 2025Q3: 16,520 shares; 2025Q4: 17,972 shares 17,972 $1.11M <0.01% +1,452 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,960 shares; 2024Q4: 94,476 shares; 2025Q1: 75,287 shares; 2025Q2: 95,777 shares; 2025Q3: 76,398 shares; 2025Q4: 72,043 shares 72,043 $1.11M <0.01% -4,355 Timeline XFEB 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: 68,162 shares; 2024Q4: 61,561 shares; 2025Q1: 315,969 shares; 2025Q2: 171,827 shares; 2025Q3: 141,551 shares; 2025Q4: 30,906 shares 30,906 $1.1M <0.01% -110,645 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,167 shares; 2025Q4: 3,881 shares 3,881 $1.1M <0.01% +714 Timeline MBBB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,892 shares 50,892 $1.1M <0.01% new Timeline XAUG 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: 63,789 shares; 2024Q4: 63,730 shares; 2025Q1: 38,596 shares; 2025Q2: 28,007 shares; 2025Q3: 35,459 shares; 2025Q4: 29,401 shares 29,401 $1.1M <0.01% -6,058 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 23,134 shares; 2025Q1: 27,134 shares; 2025Q2: 56,583 shares; 2025Q3: 43,595 shares; 2025Q4: 43,554 shares 43,554 $1.1M <0.01% -41 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,161 shares; 2024Q4: 83,185 shares; 2025Q1: 32,438 shares; 2025Q2: 21,450 shares; 2025Q3: 27,945 shares; 2025Q4: 32,149 shares 32,149 $1.09M <0.01% +4,204 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,303 shares; 2024Q4: 13,421 shares; 2025Q1: 15,101 shares; 2025Q2: 28,667 shares; 2025Q3: 23,126 shares; 2025Q4: 25,235 shares 25,235 $1.09M <0.01% +2,109 Timeline HYFI 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: 27,379 shares; 2025Q4: 29,056 shares 29,056 $1.09M <0.01% +1,677 Timeline JEMA 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: 14,293 shares; 2024Q4: 14,093 shares; 2025Q1: 15,829 shares; 2025Q2: 17,428 shares; 2025Q3: 18,128 shares; 2025Q4: 22,209 shares 22,209 $1.09M <0.01% +4,081 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,514 shares; 2025Q1: 3,653 shares; 2025Q2: 3,953 shares; 2025Q3: 5,091 shares; 2025Q4: 4,985 shares 4,985 $1.09M <0.01% -106 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST 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: not reported; 2025Q3: not reported; 2025Q4: 57,896 shares 57,896 $1.08M <0.01% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: not reported; 2025Q1: 3,764 shares; 2025Q2: 6,214 shares; 2025Q3: 14,233 shares; 2025Q4: 15,063 shares 15,063 $1.08M <0.01% +830 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: 7,103 shares; 2025Q1: 6,789 shares; 2025Q2: 6,768 shares; 2025Q3: 10,579 shares; 2025Q4: 12,437 shares 12,437 $1.08M <0.01% +1,858 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,829 shares; 2024Q4: 11,520 shares; 2025Q1: 10,906 shares; 2025Q2: 10,910 shares; 2025Q3: 10,840 shares; 2025Q4: 11,061 shares 11,061 $1.08M <0.01% +221 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,165 shares; 2024Q4: 16,008 shares; 2025Q1: 16,440 shares; 2025Q2: 14,552 shares; 2025Q3: 19,108 shares; 2025Q4: 20,636 shares 20,636 $1.08M <0.01% +1,528 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 24,310 shares; 2025Q1: 10,151 shares; 2025Q2: 12,362 shares; 2025Q3: 38,065 shares; 2025Q4: 44,224 shares 44,224 $1.08M <0.01% +6,159 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,036 shares; 2024Q4: 17,814 shares; 2025Q1: 13,984 shares; 2025Q2: 13,901 shares; 2025Q3: 18,056 shares; 2025Q4: 19,584 shares 19,584 $1.07M <0.01% +1,528 Timeline IMTM 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: 14,044 shares; 2025Q1: not reported; 2025Q2: 4,393 shares; 2025Q3: 22,155 shares; 2025Q4: 22,398 shares 22,398 $1.07M <0.01% +243 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,609 shares; 2024Q4: 42,334 shares; 2025Q1: 42,215 shares; 2025Q2: 47,936 shares; 2025Q3: 42,390 shares; 2025Q4: 66,744 shares 66,744 $1.07M <0.01% +24,354 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,155 shares; 2024Q4: 16,462 shares; 2025Q1: 13,878 shares; 2025Q2: 14,122 shares; 2025Q3: 12,291 shares; 2025Q4: 11,915 shares 11,915 $1.07M <0.01% -376 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,286 shares; 2025Q3: 16,041 shares; 2025Q4: 21,209 shares 21,209 $1.07M <0.01% +5,168 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,098 shares; 2024Q4: 13,426 shares; 2025Q1: not reported; 2025Q2: 10,697 shares; 2025Q3: 40,095 shares; 2025Q4: 45,287 shares 45,287 $1.07M <0.01% +5,192 Timeline SDRL SEADRILL LTD More: the full row for SEADRILL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 28,183 shares; 2025Q1: 48,913 shares; 2025Q2: 47,366 shares; 2025Q3: 51,166 shares; 2025Q4: 30,842 shares 30,842 $1.07M <0.01% -20,324 Timeline EWZ 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: 25,966 shares; 2024Q4: 67,597 shares; 2025Q1: 36,552 shares; 2025Q2: 12,631 shares; 2025Q3: 23,453 shares; 2025Q4: 33,513 shares 33,513 $1.06M <0.01% +10,060 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,617 shares; 2025Q2: 24,483 shares; 2025Q3: 25,034 shares; 2025Q4: 22,967 shares 22,967 $1.06M <0.01% -2,067 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,781 shares; 2024Q4: 27,175 shares; 2025Q1: 13,302 shares; 2025Q2: 15,286 shares; 2025Q3: 16,264 shares; 2025Q4: 16,641 shares 16,641 $1.06M <0.01% +377 Timeline EQL 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: 13,004 shares; 2024Q4: 12,916 shares; 2025Q1: 13,164 shares; 2025Q2: 21,703 shares; 2025Q3: 21,748 shares; 2025Q4: 22,804 shares 22,804 $1.06M <0.01% +1,056 Timeline KIE 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: 17,084 shares; 2024Q4: 17,091 shares; 2025Q1: 16,578 shares; 2025Q2: 18,949 shares; 2025Q3: 17,430 shares; 2025Q4: 17,582 shares 17,582 $1.06M <0.01% +152 Timeline INOV 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: 11,361 shares; 2025Q1: 11,223 shares; 2025Q2: 10,185 shares; 2025Q3: 10,501 shares; 2025Q4: 30,530 shares 30,530 $1.05M <0.01% +20,029 Timeline XJAN 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: 21,339 shares; 2024Q4: 21,481 shares; 2025Q1: 41,993 shares; 2025Q2: 42,827 shares; 2025Q3: 32,050 shares; 2025Q4: 28,615 shares 28,615 $1.05M <0.01% -3,435 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,536 shares; 2025Q1: 40,902 shares; 2025Q2: 43,343 shares; 2025Q3: 45,042 shares; 2025Q4: 45,800 shares 45,800 $1.05M <0.01% +758 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,359 shares; 2025Q4: 28,167 shares 28,167 $1.05M <0.01% -192 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 5,474 shares; 2025Q1: 5,235 shares; 2025Q2: 6,048 shares; 2025Q3: 6,051 shares; 2025Q4: 6,264 shares 6,264 $1.05M <0.01% +213 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 45,597 shares; 2025Q1: 28,045 shares; 2025Q2: 34,348 shares; 2025Q3: 21,821 shares; 2025Q4: 31,176 shares 31,176 $1.05M <0.01% +9,355 Timeline PBAU 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: 16,044 shares; 2024Q4: 16,044 shares; 2025Q1: 16,044 shares; 2025Q2: 16,444 shares; 2025Q3: 35,009 shares; 2025Q4: 35,009 shares 35,009 $1.05M <0.01% 0 Timeline PZA 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: 91,016 shares; 2024Q4: 69,717 shares; 2025Q1: 37,214 shares; 2025Q2: 25,756 shares; 2025Q3: 34,589 shares; 2025Q4: 45,174 shares 45,174 $1.05M <0.01% +10,585 Timeline BSMR 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: 60,785 shares; 2024Q4: 39,962 shares; 2025Q1: 42,043 shares; 2025Q2: 41,758 shares; 2025Q3: 41,879 shares; 2025Q4: 44,045 shares 44,045 $1.04M <0.01% +2,166 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,488 shares; 2024Q4: 11,997 shares; 2025Q1: 12,017 shares; 2025Q2: 11,610 shares; 2025Q3: 10,562 shares; 2025Q4: 8,947 shares 8,947 $1.04M <0.01% -1,615 Timeline FID 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: 46,558 shares; 2024Q4: 46,927 shares; 2025Q1: 41,788 shares; 2025Q2: 49,863 shares; 2025Q3: 48,078 shares; 2025Q4: 50,515 shares 50,515 $1.04M <0.01% +2,437 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 10,708 shares; 2025Q1: 8,449 shares; 2025Q2: 14,400 shares; 2025Q3: 15,520 shares; 2025Q4: 18,846 shares 18,846 $1.04M <0.01% +3,326 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,106 shares; 2025Q4: 21,266 shares 21,266 $1.04M <0.01% +15,160 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 6,556 shares; 2025Q1: 6,037 shares; 2025Q2: 4,263 shares; 2025Q3: 4,940 shares; 2025Q4: 5,879 shares 5,879 $1.03M <0.01% +939 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,314 shares; 2024Q4: 20,203 shares; 2025Q1: 21,023 shares; 2025Q2: 20,158 shares; 2025Q3: 19,669 shares; 2025Q4: 19,539 shares 19,539 $1.03M <0.01% -130 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 4,688 shares; 2025Q1: 4,764 shares; 2025Q2: 4,773 shares; 2025Q3: 4,806 shares; 2025Q4: 5,068 shares 5,068 $1.03M <0.01% +262 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199,435 shares; 2025Q1: 205,139 shares; 2025Q2: 206,243 shares; 2025Q3: 128,102 shares; 2025Q4: 118,175 shares 118,175 $1.03M <0.01% -9,927 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,954 shares; 2024Q4: 18,324 shares; 2025Q1: 17,448 shares; 2025Q2: 18,267 shares; 2025Q3: 15,341 shares; 2025Q4: 15,423 shares 15,423 $1.03M <0.01% +82 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,480 shares; 2024Q4: 12,294 shares; 2025Q1: 11,540 shares; 2025Q2: 10,497 shares; 2025Q3: 10,874 shares; 2025Q4: 12,015 shares 12,015 $1.02M <0.01% +1,141 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS 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: 39,434 shares; 2025Q2: 47,602 shares; 2025Q3: 43,849 shares; 2025Q4: 43,001 shares 43,001 $1.02M <0.01% -848 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 5,242 shares; 2025Q1: 6,577 shares; 2025Q2: 6,686 shares; 2025Q3: 6,573 shares; 2025Q4: 6,233 shares 6,233 $1.02M <0.01% -340 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,226 shares; 2024Q4: 53,399 shares; 2025Q1: 50,616 shares; 2025Q2: 55,439 shares; 2025Q3: 54,567 shares; 2025Q4: 57,444 shares 57,444 $1.02M <0.01% +2,877 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,741 shares; 2024Q4: 118,993 shares; 2025Q1: 127,787 shares; 2025Q2: 144,932 shares; 2025Q3: 166,290 shares; 2025Q4: 177,311 shares 177,311 $1.02M <0.01% +11,021 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,275 shares; 2024Q4: 23,353 shares; 2025Q1: 18,072 shares; 2025Q2: 18,200 shares; 2025Q3: 17,398 shares; 2025Q4: 15,944 shares 15,944 $1.02M <0.01% -1,454 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,108 shares; 2024Q4: 11,316 shares; 2025Q1: 11,259 shares; 2025Q2: 13,448 shares; 2025Q3: 11,767 shares; 2025Q4: 14,693 shares 14,693 $1.02M <0.01% +2,926 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,300 shares; 2024Q4: 69,877 shares; 2025Q1: 69,830 shares; 2025Q2: 67,962 shares; 2025Q3: 172,293 shares; 2025Q4: 66,217 shares 66,217 $1.02M <0.01% -106,076 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 14,089 shares; 2025Q4: 14,194 shares 14,194 $1.01M <0.01% +105 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 9,141 shares; 2025Q1: 7,059 shares; 2025Q2: 6,720 shares; 2025Q3: 6,127 shares; 2025Q4: 7,435 shares 7,435 $1.01M <0.01% +1,308 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,105 shares; 2024Q4: 22,105 shares; 2025Q1: 21,605 shares; 2025Q2: 26,015 shares; 2025Q3: 26,015 shares; 2025Q4: 26,015 shares 26,015 $1.01M <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,374 shares; 2025Q1: 36,626 shares; 2025Q2: 136,471 shares; 2025Q3: 123,785 shares; 2025Q4: 34,252 shares 34,252 $1M <0.01% -89,533 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,796 shares; 2024Q4: 83,686 shares; 2025Q1: 32,660 shares; 2025Q2: 36,191 shares; 2025Q3: 52,979 shares; 2025Q4: 80,381 shares 80,381 $1M <0.01% +27,402 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,513 shares; 2025Q4: 28,288 shares 28,288 $1000K <0.01% +1,775 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,347 shares; 2024Q4: 42,280 shares; 2025Q1: 26,734 shares; 2025Q2: 41,407 shares; 2025Q3: 27,908 shares; 2025Q4: 27,653 shares 27,653 $1000K <0.01% -255 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,039 shares; 2024Q4: 35,881 shares; 2025Q1: 35,048 shares; 2025Q2: 36,960 shares; 2025Q3: 32,797 shares; 2025Q4: 35,284 shares 35,284 $997K <0.01% +2,487 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,734 shares; 2024Q4: 14,679 shares; 2025Q1: 7,457 shares; 2025Q2: 8,779 shares; 2025Q3: 7,868 shares; 2025Q4: 8,494 shares 8,494 $996K <0.01% +626 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,135 shares; 2024Q4: 13,942 shares; 2025Q1: 13,014 shares; 2025Q2: 13,809 shares; 2025Q3: 13,384 shares; 2025Q4: 13,410 shares 13,410 $996K <0.01% +26 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,904 shares; 2024Q4: 25,904 shares; 2025Q1: 26,213 shares; 2025Q2: 26,113 shares; 2025Q3: 42,756 shares; 2025Q4: 35,265 shares 35,265 $994K <0.01% -7,491 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,075 shares; 2025Q1: 40,020 shares; 2025Q2: 39,622 shares; 2025Q3: 39,803 shares; 2025Q4: 39,890 shares 39,890 $994K <0.01% +87 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 10,351 shares; 2025Q1: 11,432 shares; 2025Q2: 11,978 shares; 2025Q3: 11,261 shares; 2025Q4: 11,268 shares 11,268 $994K <0.01% +7 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,825 shares; 2024Q4: 19,579 shares; 2025Q1: 17,111 shares; 2025Q2: 20,193 shares; 2025Q3: 21,278 shares; 2025Q4: 39,321 shares 39,321 $992K <0.01% +18,043 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,321 shares; 2025Q1: 7,803 shares; 2025Q2: 8,517 shares; 2025Q3: 8,157 shares; 2025Q4: 8,209 shares 8,209 $992K <0.01% +52 Timeline WTMF 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: 16,407 shares; 2024Q4: 17,958 shares; 2025Q1: 21,928 shares; 2025Q2: 25,682 shares; 2025Q3: 24,794 shares; 2025Q4: 26,053 shares 26,053 $991K <0.01% +1,259 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 3,539 shares; 2025Q1: 8,169 shares; 2025Q2: 8,408 shares; 2025Q3: 10,483 shares; 2025Q4: 10,494 shares 10,494 $990K <0.01% +11 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,958 shares; 2024Q4: 23,954 shares; 2025Q1: 21,524 shares; 2025Q2: 24,179 shares; 2025Q3: 31,547 shares; 2025Q4: 33,184 shares 33,184 $990K <0.01% +1,637 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,189 shares; 2024Q4: 137,679 shares; 2025Q1: 85,554 shares; 2025Q2: 120,809 shares; 2025Q3: 92,994 shares; 2025Q4: 99,010 shares 99,010 $989K <0.01% +6,016 Timeline SMMU 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: 20,871 shares; 2024Q4: 21,603 shares; 2025Q1: 22,105 shares; 2025Q2: 21,329 shares; 2025Q3: 20,289 shares; 2025Q4: 19,603 shares 19,603 $989K <0.01% -686 Timeline BJUN 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: 22,114 shares; 2024Q4: 26,554 shares; 2025Q1: 23,207 shares; 2025Q2: 25,869 shares; 2025Q3: 21,329 shares; 2025Q4: 21,139 shares 21,139 $988K <0.01% -190 Timeline ACIO 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: 14,855 shares; 2025Q1: 18,261 shares; 2025Q2: 21,442 shares; 2025Q3: 22,285 shares; 2025Q4: 22,540 shares 22,540 $985K <0.01% +255 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,385 shares; 2024Q4: 44,691 shares; 2025Q1: 46,888 shares; 2025Q2: 45,856 shares; 2025Q3: 46,539 shares; 2025Q4: 44,378 shares 44,378 $983K <0.01% -2,161 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,347 shares; 2025Q1: 5,103 shares; 2025Q2: 5,042 shares; 2025Q3: 7,758 shares; 2025Q4: 4,392 shares 4,392 $983K <0.01% -3,366 Timeline TAFM 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: 9,551 shares; 2025Q3: 14,658 shares; 2025Q4: 38,444 shares 38,444 $977K <0.01% +23,786 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,780 shares; 2025Q2: 56,304 shares; 2025Q3: 40,289 shares; 2025Q4: 34,789 shares 34,789 $975K <0.01% -5,500 Timeline SFEB 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: 33,992 shares; 2024Q4: 39,492 shares; 2025Q1: 44,132 shares; 2025Q2: 48,984 shares; 2025Q3: 45,984 shares; 2025Q4: 41,484 shares 41,484 $975K <0.01% -4,500 Timeline TGRW 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: 17,645 shares; 2024Q4: 19,946 shares; 2025Q1: 17,645 shares; 2025Q2: 17,837 shares; 2025Q3: 20,891 shares; 2025Q4: 21,174 shares 21,174 $974K <0.01% +283 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,300 shares; 2025Q1: 5,271 shares; 2025Q2: 4,841 shares; 2025Q3: 4,660 shares; 2025Q4: 5,250 shares 5,250 $974K <0.01% +590 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,988 shares; 2024Q4: 17,061 shares; 2025Q1: 13,565 shares; 2025Q2: 13,788 shares; 2025Q3: 11,691 shares; 2025Q4: 12,252 shares 12,252 $973K <0.01% +561 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 8,395 shares; 2025Q1: 9,992 shares; 2025Q2: 9,797 shares; 2025Q3: 9,468 shares; 2025Q4: 6,562 shares 6,562 $972K <0.01% -2,906 Timeline SHAG 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: 32,587 shares; 2024Q4: 25,347 shares; 2025Q1: 25,217 shares; 2025Q2: 24,882 shares; 2025Q3: 22,985 shares; 2025Q4: 20,199 shares 20,199 $970K <0.01% -2,786 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,103 shares; 2024Q4: 148,610 shares; 2025Q1: 99,624 shares; 2025Q2: 81,922 shares; 2025Q3: 75,114 shares; 2025Q4: 72,958 shares 72,958 $969K <0.01% -2,156 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 17,770 shares; 2025Q1: 17,998 shares; 2025Q2: 22,471 shares; 2025Q3: 20,488 shares; 2025Q4: 24,400 shares 24,400 $967K <0.01% +3,912 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,290 shares; 2024Q4: 15,434 shares; 2025Q1: 16,091 shares; 2025Q2: 14,682 shares; 2025Q3: 110,943 shares; 2025Q4: 14,854 shares 14,854 $967K <0.01% -96,089 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,035 shares; 2024Q4: 15,036 shares; 2025Q1: 15,036 shares; 2025Q2: 17,694 shares; 2025Q3: 17,707 shares; 2025Q4: 17,907 shares 17,907 $966K <0.01% +200 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,802 shares; 2024Q4: 28,044 shares; 2025Q1: 28,342 shares; 2025Q2: 62,285 shares; 2025Q3: 73,234 shares; 2025Q4: 77,682 shares 77,682 $966K <0.01% +4,448 Timeline GUSE 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: not reported; 2025Q3: not reported; 2025Q4: 23,855 shares 23,855 $965K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,925 shares; 2024Q4: 13,330 shares; 2025Q1: 15,871 shares; 2025Q2: 15,572 shares; 2025Q3: 18,943 shares; 2025Q4: 14,355 shares 14,355 $965K <0.01% -4,588 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 19,952 shares; 2025Q1: 20,291 shares; 2025Q2: 6,015 shares; 2025Q3: 5,681 shares; 2025Q4: 6,103 shares 6,103 $962K <0.01% +422 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,217 shares; 2024Q4: 55,664 shares; 2025Q1: 60,037 shares; 2025Q2: 73,866 shares; 2025Q3: 74,914 shares; 2025Q4: 49,146 shares 49,146 $962K <0.01% -25,768 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,647 shares; 2025Q1: 13,677 shares; 2025Q2: 33,672 shares; 2025Q3: 49,527 shares; 2025Q4: 29,480 shares 29,480 $957K <0.01% -20,047 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: 7,007 shares 7,007 $957K <0.01% +5,381 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,875 shares; 2024Q4: 19,423 shares; 2025Q1: 16,437 shares; 2025Q2: 17,476 shares; 2025Q3: 14,681 shares; 2025Q4: 122,844 shares 122,844 $954K <0.01% +108,163 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 24,938 shares; 2025Q1: 24,417 shares; 2025Q2: 22,266 shares; 2025Q3: 22,149 shares; 2025Q4: 23,018 shares 23,018 $953K <0.01% +869 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,422 shares; 2024Q4: 135,760 shares; 2025Q1: 118,880 shares; 2025Q2: 64,059 shares; 2025Q3: 41,266 shares; 2025Q4: 39,062 shares 39,062 $952K <0.01% -2,204 Timeline SUSC 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: 22,388 shares; 2025Q4: 40,699 shares 40,699 $952K <0.01% +18,311 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,752 shares; 2025Q2: 8,161 shares; 2025Q3: 11,086 shares; 2025Q4: 12,588 shares 12,588 $949K <0.01% +1,502 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,834 shares; 2025Q1: 93,123 shares; 2025Q2: 93,337 shares; 2025Q3: 94,369 shares; 2025Q4: 97,240 shares 97,240 $948K <0.01% +2,871 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,423 shares; 2025Q4: 39,824 shares 39,824 $947K <0.01% -7,599 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,591 shares; 2024Q4: 62,161 shares; 2025Q1: 63,128 shares; 2025Q2: 71,914 shares; 2025Q3: 67,023 shares; 2025Q4: 65,865 shares 65,865 $946K <0.01% -1,158 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,185 shares; 2024Q4: 15,114 shares; 2025Q1: 13,873 shares; 2025Q2: 13,270 shares; 2025Q3: 16,405 shares; 2025Q4: 21,254 shares 21,254 $946K <0.01% +4,849 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: 11,549 shares; 2025Q1: 13,736 shares; 2025Q2: 9,267 shares; 2025Q3: 9,120 shares; 2025Q4: 10,231 shares 10,231 $946K <0.01% +1,111 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,273 shares; 2024Q4: 36,756 shares; 2025Q1: 30,945 shares; 2025Q2: 15,813 shares; 2025Q3: 11,430 shares; 2025Q4: 14,123 shares 14,123 $945K <0.01% +2,693 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,225 shares; 2025Q1: 9,657 shares; 2025Q2: 9,313 shares; 2025Q3: 9,749 shares; 2025Q4: 9,748 shares 9,748 $943K <0.01% -1 Timeline MISL 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: 12,966 shares; 2024Q4: 25,907 shares; 2025Q1: 26,944 shares; 2025Q2: 23,389 shares; 2025Q3: 21,336 shares; 2025Q4: 21,968 shares 21,968 $940K <0.01% +632 Timeline AUGT 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: 17,432 shares; 2024Q4: 24,497 shares; 2025Q1: 20,445 shares; 2025Q2: 28,035 shares; 2025Q3: 26,644 shares; 2025Q4: 26,318 shares 26,318 $938K <0.01% -326 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,667 shares; 2024Q4: 173,232 shares; 2025Q1: 186,143 shares; 2025Q2: 179,327 shares; 2025Q3: 180,890 shares; 2025Q4: 16,049 shares 16,049 $936K <0.01% -164,841 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,789 shares; 2025Q1: 65,136 shares; 2025Q2: 63,302 shares; 2025Q3: 18,983 shares; 2025Q4: 17,795 shares 17,795 $933K <0.01% -1,188 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 11,433 shares; 2025Q1: 11,337 shares; 2025Q2: 9,595 shares; 2025Q3: 6,451 shares; 2025Q4: 6,809 shares 6,809 $931K <0.01% +358 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,317 shares; 2025Q4: 18,194 shares 18,194 $931K <0.01% +1,877 Timeline OSCV 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: 19,982 shares; 2025Q1: 20,994 shares; 2025Q2: 23,966 shares; 2025Q3: 25,044 shares; 2025Q4: 25,121 shares 25,121 $930K <0.01% +77 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,778 shares; 2024Q4: 68,071 shares; 2025Q1: 65,909 shares; 2025Q2: 51,551 shares; 2025Q3: 30,330 shares; 2025Q4: 24,118 shares 24,118 $929K <0.01% -6,212 Timeline TECB 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: 3,538 shares; 2025Q4: 15,262 shares 15,262 $929K <0.01% +11,724 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,795 shares; 2024Q4: 107,317 shares; 2025Q1: 105,638 shares; 2025Q2: 87,985 shares; 2025Q3: 91,227 shares; 2025Q4: 73,100 shares 73,100 $928K <0.01% -18,127 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,524 shares; 2024Q4: 11,277 shares; 2025Q1: 11,781 shares; 2025Q2: 14,129 shares; 2025Q3: 13,897 shares; 2025Q4: 14,310 shares 14,310 $928K <0.01% +413 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 4,134 shares; 2025Q1: 2,280 shares; 2025Q2: 1,819 shares; 2025Q3: 1,759 shares; 2025Q4: 1,617 shares 1,617 $928K <0.01% -142 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,499 shares; 2024Q4: 48,453 shares; 2025Q1: 43,712 shares; 2025Q2: 49,097 shares; 2025Q3: 47,020 shares; 2025Q4: 34,081 shares 34,081 $927K <0.01% -12,939 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,079 shares; 2024Q4: 56,866 shares; 2025Q1: 20,728 shares; 2025Q2: 17,678 shares; 2025Q3: 15,453 shares; 2025Q4: 15,637 shares 15,637 $924K <0.01% +184 Timeline MFSI 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: 8,825 shares; 2025Q3: 20,072 shares; 2025Q4: 30,291 shares 30,291 $922K <0.01% +10,219 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 1,705 shares; 2025Q1: 1,706 shares; 2025Q2: 1,665 shares; 2025Q3: 1,567 shares; 2025Q4: 1,580 shares 1,580 $920K <0.01% +13 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,853 shares; 2025Q1: 6,087 shares; 2025Q2: 5,850 shares; 2025Q3: 7,150 shares; 2025Q4: 7,688 shares 7,688 $920K <0.01% +538 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 7,786 shares; 2025Q1: 6,402 shares; 2025Q2: 5,820 shares; 2025Q3: 3,998 shares; 2025Q4: 3,695 shares 3,695 $919K <0.01% -303 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,308 shares; 2024Q4: 80,833 shares; 2025Q1: 81,093 shares; 2025Q2: 51,815 shares; 2025Q3: 35,037 shares; 2025Q4: 33,873 shares 33,873 $918K <0.01% -1,164 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,200 shares; 2024Q4: 35,792 shares; 2025Q1: 31,193 shares; 2025Q2: 38,019 shares; 2025Q3: 44,777 shares; 2025Q4: 50,553 shares 50,553 $918K <0.01% +5,776 Timeline QCAP 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: 55,783 shares; 2024Q4: 56,140 shares; 2025Q1: 46,990 shares; 2025Q2: 59,792 shares; 2025Q3: 39,333 shares; 2025Q4: 38,688 shares 38,688 $917K <0.01% -645 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,853 shares; 2024Q4: 77,138 shares; 2025Q1: 76,665 shares; 2025Q2: 48,206 shares; 2025Q3: 26,016 shares; 2025Q4: 20,171 shares 20,171 $917K <0.01% -5,845 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 3,306 shares; 2025Q1: 3,194 shares; 2025Q2: 3,348 shares; 2025Q3: 3,669 shares; 2025Q4: 3,632 shares 3,632 $916K <0.01% -37 Timeline XBJA 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: 34,027 shares; 2024Q4: 33,718 shares; 2025Q1: 33,718 shares; 2025Q2: 28,926 shares; 2025Q3: 30,012 shares; 2025Q4: 28,640 shares 28,640 $916K <0.01% -1,372 Timeline PBDE 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: 22,757 shares; 2025Q1: 47,957 shares; 2025Q2: 48,957 shares; 2025Q3: 47,307 shares; 2025Q4: 31,050 shares 31,050 $915K <0.01% -16,257 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 3,499 shares; 2025Q1: 3,050 shares; 2025Q2: 3,870 shares; 2025Q3: 3,368 shares; 2025Q4: 3,226 shares 3,226 $914K <0.01% -142 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS 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: 39,179 shares; 2025Q4: 39,159 shares 39,159 $914K <0.01% -20 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,053 shares; 2025Q1: not reported; 2025Q2: 7,658 shares; 2025Q3: 19,780 shares; 2025Q4: 24,821 shares 24,821 $912K <0.01% +5,041 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 207,510 shares; 2025Q4: 143,850 shares 143,850 $912K <0.01% -63,660 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,720 shares; 2025Q1: 1,722 shares; 2025Q2: 1,584 shares; 2025Q3: 2,818 shares; 2025Q4: 3,118 shares 3,118 $911K <0.01% +300 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 95,932 shares; 2025Q1: 94,433 shares; 2025Q2: 92,162 shares; 2025Q3: 52,353 shares; 2025Q4: 56,549 shares 56,549 $909K <0.01% +4,196 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,699 shares; 2024Q4: 56,975 shares; 2025Q1: 44,343 shares; 2025Q2: 26,490 shares; 2025Q3: 21,954 shares; 2025Q4: 19,821 shares 19,821 $909K <0.01% -2,133 Timeline TEQI 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: 6,800 shares; 2024Q4: 10,043 shares; 2025Q1: 12,069 shares; 2025Q2: 13,804 shares; 2025Q3: 19,888 shares; 2025Q4: 20,111 shares 20,111 $908K <0.01% +223 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,407 shares; 2024Q4: 20,846 shares; 2025Q1: 20,693 shares; 2025Q2: 20,084 shares; 2025Q3: 19,535 shares; 2025Q4: 20,567 shares 20,567 $907K <0.01% +1,032 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,513 shares; 2024Q4: 53,879 shares; 2025Q1: 51,746 shares; 2025Q2: 18,526 shares; 2025Q3: 20,466 shares; 2025Q4: 19,777 shares 19,777 $904K <0.01% -689 Timeline IGE 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: 24,157 shares; 2024Q4: 23,548 shares; 2025Q1: 22,180 shares; 2025Q2: 21,431 shares; 2025Q3: 20,661 shares; 2025Q4: 17,965 shares 17,965 $902K <0.01% -2,696 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER 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: 41,461 shares; 2025Q4: 50,427 shares 50,427 $902K <0.01% +8,966 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,687 shares; 2025Q1: 33,846 shares; 2025Q2: 27,856 shares; 2025Q3: 24,382 shares; 2025Q4: 35,270 shares 35,270 $901K <0.01% +10,888 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,509 shares; 2024Q4: 10,773 shares; 2025Q1: 9,828 shares; 2025Q2: 10,068 shares; 2025Q3: 21,580 shares; 2025Q4: 9,950 shares 9,950 $899K <0.01% -11,630 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,054 shares; 2024Q4: 14,551 shares; 2025Q1: 13,678 shares; 2025Q2: 12,325 shares; 2025Q3: 18,459 shares; 2025Q4: 23,475 shares 23,475 $898K <0.01% +5,016 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,310 shares; 2025Q1: 37,752 shares; 2025Q2: 37,477 shares; 2025Q3: 38,744 shares; 2025Q4: 38,783 shares 38,783 $896K <0.01% +39 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,549 shares; 2024Q4: 36,689 shares; 2025Q1: 18,227 shares; 2025Q2: 12,352 shares; 2025Q3: 12,011 shares; 2025Q4: 17,803 shares 17,803 $895K <0.01% +5,792 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,330 shares; 2024Q4: 14,243 shares; 2025Q1: 18,747 shares; 2025Q2: 18,635 shares; 2025Q3: 17,252 shares; 2025Q4: 8,817 shares 8,817 $895K <0.01% -8,435 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,902 shares; 2024Q4: 33,320 shares; 2025Q1: 20,182 shares; 2025Q2: 28,765 shares; 2025Q3: 22,349 shares; 2025Q4: 19,232 shares 19,232 $894K <0.01% -3,117 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,363 shares; 2024Q4: 10,360 shares; 2025Q1: 4,875 shares; 2025Q2: 5,920 shares; 2025Q3: 9,855 shares; 2025Q4: 9,857 shares 9,857 $893K <0.01% +2 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 5,763 shares; 2025Q1: 16,284 shares; 2025Q2: 9,280 shares; 2025Q3: 9,592 shares; 2025Q4: 8,202 shares 8,202 $890K <0.01% -1,390 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,524 shares; 2025Q1: 1,603 shares; 2025Q2: 3,164 shares; 2025Q3: 2,946 shares; 2025Q4: 4,317 shares 4,317 $888K <0.01% +1,371 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,413 shares; 2024Q4: 39,038 shares; 2025Q1: 6,157 shares; 2025Q2: 3,035 shares; 2025Q3: 2,843 shares; 2025Q4: 2,755 shares 2,755 $886K <0.01% -88 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 26,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,650 shares; 2025Q4: 38,500 shares 38,500 $884K <0.01% +11,850 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 15,664 shares; 2025Q1: 17,876 shares; 2025Q2: 32,912 shares; 2025Q3: 28,128 shares; 2025Q4: 26,863 shares 26,863 $883K <0.01% -1,265 Timeline ISEP 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: 29,100 shares; 2024Q4: 23,607 shares; 2025Q1: 19,424 shares; 2025Q2: 22,297 shares; 2025Q3: 27,049 shares; 2025Q4: 27,049 shares 27,049 $882K <0.01% 0 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,327 shares; 2025Q3: 29,125 shares; 2025Q4: 33,758 shares 33,758 $875K <0.01% +4,633 Timeline PTIN 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: 14,440 shares; 2024Q4: 14,925 shares; 2025Q1: 15,886 shares; 2025Q2: 28,818 shares; 2025Q3: 28,398 shares; 2025Q4: 27,774 shares 27,774 $873K <0.01% -624 Timeline RISR 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: 19,490 shares; 2024Q4: 20,451 shares; 2025Q1: 22,136 shares; 2025Q2: 24,503 shares; 2025Q3: 23,681 shares; 2025Q4: 24,109 shares 24,109 $871K <0.01% +428 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,147 shares; 2024Q4: 10,005 shares; 2025Q1: 8,324 shares; 2025Q2: 9,634 shares; 2025Q3: 20,928 shares; 2025Q4: 9,993 shares 9,993 $870K <0.01% -10,935 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,911 shares; 2025Q4: 31,875 shares 31,875 $865K <0.01% +2,964 Timeline ISPY 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: 14,326 shares; 2024Q4: 17,777 shares; 2025Q1: 17,389 shares; 2025Q2: 20,259 shares; 2025Q3: 22,361 shares; 2025Q4: 18,959 shares 18,959 $865K <0.01% -3,402 Timeline HEI-A 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: 2,411 shares; 2024Q4: 2,643 shares; 2025Q1: 3,426 shares; 2025Q2: 3,642 shares; 2025Q3: 3,351 shares; 2025Q4: 3,426 shares 3,426 $865K <0.01% +75 Timeline TIPX 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: 35,816 shares; 2024Q4: 40,377 shares; 2025Q1: 41,725 shares; 2025Q2: 41,999 shares; 2025Q3: 46,561 shares; 2025Q4: 45,282 shares 45,282 $864K <0.01% -1,279 Timeline RLY 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: 22,778 shares; 2024Q4: 24,526 shares; 2025Q1: 26,274 shares; 2025Q2: 26,110 shares; 2025Q3: 26,139 shares; 2025Q4: 27,399 shares 27,399 $862K <0.01% +1,260 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 4,091 shares; 2025Q1: 4,747 shares; 2025Q2: 5,106 shares; 2025Q3: 4,997 shares; 2025Q4: 10,622 shares 10,622 $860K <0.01% +5,625 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 23,516 shares; 2025Q1: 20,834 shares; 2025Q2: 21,646 shares; 2025Q3: 20,591 shares; 2025Q4: 21,210 shares 21,210 $860K <0.01% +619 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,323 shares; 2024Q4: 18,138 shares; 2025Q1: 29,188 shares; 2025Q2: 27,205 shares; 2025Q3: 28,496 shares; 2025Q4: 24,391 shares 24,391 $858K <0.01% -4,105 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,880 shares; 2024Q4: 24,199 shares; 2025Q1: 25,715 shares; 2025Q2: 25,774 shares; 2025Q3: 23,178 shares; 2025Q4: 24,874 shares 24,874 $857K <0.01% +1,696 Timeline QCOC 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: 46,613 shares; 2025Q1: 29,067 shares; 2025Q2: 36,989 shares; 2025Q3: 26,487 shares; 2025Q4: 37,974 shares 37,974 $852K <0.01% +11,487 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 10,097 shares 10,097 $851K <0.01% +4,806 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 669 shares; 2025Q1: 664 shares; 2025Q2: 766 shares; 2025Q3: 454 shares; 2025Q4: 503 shares 503 $850K <0.01% +49 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 3,908 shares; 2025Q1: 3,569 shares; 2025Q2: 3,269 shares; 2025Q3: 5,302 shares; 2025Q4: 4,658 shares 4,658 $849K <0.01% -644 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,820 shares; 2024Q4: 14,065 shares; 2025Q1: 13,771 shares; 2025Q2: 14,575 shares; 2025Q3: 7,572 shares; 2025Q4: 7,796 shares 7,796 $845K <0.01% +224 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 18,867 shares; 2025Q1: 18,041 shares; 2025Q2: 16,659 shares; 2025Q3: 17,095 shares; 2025Q4: 19,274 shares 19,274 $845K <0.01% +2,179 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,154 shares; 2024Q4: 91,735 shares; 2025Q1: 112,192 shares; 2025Q2: 112,988 shares; 2025Q3: 100,841 shares; 2025Q4: 82,440 shares 82,440 $843K <0.01% -18,401 Timeline SNPE 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: 14,242 shares; 2024Q4: 15,249 shares; 2025Q1: 15,689 shares; 2025Q2: 14,092 shares; 2025Q3: 13,246 shares; 2025Q4: 13,502 shares 13,502 $843K <0.01% +256 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP 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: 33,620 shares; 2025Q4: 33,630 shares 33,630 $842K <0.01% +10 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,341 shares; 2024Q4: 4,466 shares; 2025Q1: 3,999 shares; 2025Q2: 4,069 shares; 2025Q3: 3,196 shares; 2025Q4: 4,346 shares 4,346 $841K <0.01% +1,150 Timeline PBJA 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: 18,515 shares; 2025Q1: 27,815 shares; 2025Q2: 27,815 shares; 2025Q3: 27,515 shares; 2025Q4: 27,240 shares 27,240 $841K <0.01% -275 Timeline IDEC 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: 16,802 shares; 2025Q1: 14,716 shares; 2025Q2: 16,107 shares; 2025Q3: 14,339 shares; 2025Q4: 26,037 shares 26,037 $841K <0.01% +11,698 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,491 shares; 2024Q4: 15,446 shares; 2025Q1: 12,139 shares; 2025Q2: 10,730 shares; 2025Q3: 11,091 shares; 2025Q4: 10,861 shares 10,861 $841K <0.01% -230 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,890 shares 43,890 $840K <0.01% new Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,440 shares; 2024Q4: 28,440 shares; 2025Q1: 28,100 shares; 2025Q2: 28,100 shares; 2025Q3: 28,100 shares; 2025Q4: 28,100 shares 28,100 $840K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 8,572 shares; 2025Q1: 9,042 shares; 2025Q2: 10,414 shares; 2025Q3: 9,519 shares; 2025Q4: 9,685 shares 9,685 $837K <0.01% +166 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,393 shares; 2024Q4: 20,019 shares; 2025Q1: 13,404 shares; 2025Q2: 14,365 shares; 2025Q3: 12,943 shares; 2025Q4: 12,944 shares 12,944 $835K <0.01% +1 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,559 shares; 2025Q4: 21,581 shares 21,581 $834K <0.01% -978 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,592 shares; 2025Q1: 2,534 shares; 2025Q2: 2,784 shares; 2025Q3: 2,338 shares; 2025Q4: 2,193 shares 2,193 $833K <0.01% -145 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,831 shares; 2024Q4: 16,988 shares; 2025Q1: 17,073 shares; 2025Q2: 16,184 shares; 2025Q3: 16,262 shares; 2025Q4: 16,588 shares 16,588 $833K <0.01% +326 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,879 shares; 2024Q4: 10,126 shares; 2025Q1: 9,975 shares; 2025Q2: 9,975 shares; 2025Q3: 28,892 shares; 2025Q4: 36,425 shares 36,425 $831K <0.01% +7,533 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,939 shares; 2024Q4: 175,312 shares; 2025Q1: 173,301 shares; 2025Q2: 193,575 shares; 2025Q3: 193,271 shares; 2025Q4: 172,808 shares 172,808 $829K <0.01% -20,463 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,251 shares; 2025Q1: 6,404 shares; 2025Q2: 6,744 shares; 2025Q3: 11,953 shares; 2025Q4: 12,551 shares 12,551 $829K <0.01% +598 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 13,819 shares; 2025Q1: 5,519 shares; 2025Q2: 5,086 shares; 2025Q3: 5,131 shares; 2025Q4: 4,052 shares 4,052 $828K <0.01% -1,079 Timeline DFSI 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: 24,207 shares; 2024Q4: 25,595 shares; 2025Q1: 26,746 shares; 2025Q2: 21,915 shares; 2025Q3: 12,228 shares; 2025Q4: 19,322 shares 19,322 $828K <0.01% +7,094 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,910 shares; 2024Q4: 13,030 shares; 2025Q1: 11,761 shares; 2025Q2: 13,552 shares; 2025Q3: 12,831 shares; 2025Q4: 15,145 shares 15,145 $827K <0.01% +2,314 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,038 shares; 2024Q4: 14,698 shares; 2025Q1: 16,080 shares; 2025Q2: 14,426 shares; 2025Q3: 13,979 shares; 2025Q4: 14,120 shares 14,120 $825K <0.01% +141 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,948 shares; 2025Q2: 13,325 shares; 2025Q3: 35,761 shares; 2025Q4: 36,737 shares 36,737 $824K <0.01% +976 Timeline QMAG 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: 97,051 shares; 2024Q4: 108,627 shares; 2025Q1: 21,717 shares; 2025Q2: 25,359 shares; 2025Q3: 32,174 shares; 2025Q4: 34,732 shares 34,732 $822K <0.01% +2,558 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,379 shares; 2024Q4: 69,061 shares; 2025Q1: 74,586 shares; 2025Q2: 98,278 shares; 2025Q3: 95,860 shares; 2025Q4: 57,930 shares 57,930 $821K <0.01% -37,930 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM 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: 47,789 shares; 2025Q4: 89,886 shares 89,886 $821K <0.01% +42,097 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 1,817 shares; 2025Q1: 2,578 shares; 2025Q2: 2,961 shares; 2025Q3: 2,267 shares; 2025Q4: 1,838 shares 1,838 $820K <0.01% -429 PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 3,736 shares; 2025Q1: 5,615 shares; 2025Q2: 4,897 shares; 2025Q3: 4,820 shares; 2025Q4: 4,690 shares 4,690 $819K <0.01% -130 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,723 shares; 2024Q4: 16,850 shares; 2025Q1: 16,536 shares; 2025Q2: 16,364 shares; 2025Q3: 16,127 shares; 2025Q4: 16,134 shares 16,134 $818K <0.01% +7 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,013 shares; 2024Q4: 49,351 shares; 2025Q1: 49,361 shares; 2025Q2: 40,309 shares; 2025Q3: 36,971 shares; 2025Q4: 34,124 shares 34,124 $818K <0.01% -2,847 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 10,910 shares; 2025Q1: 11,177 shares; 2025Q2: 15,284 shares; 2025Q3: 16,371 shares; 2025Q4: 18,159 shares 18,159 $817K <0.01% +1,788 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,514 shares; 2024Q4: 12,278 shares; 2025Q1: 12,426 shares; 2025Q2: 12,560 shares; 2025Q3: 12,702 shares; 2025Q4: 13,584 shares 13,584 $817K <0.01% +882 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 11,399 shares; 2025Q1: 12,891 shares; 2025Q2: 12,672 shares; 2025Q3: 12,322 shares; 2025Q4: 11,375 shares 11,375 $817K <0.01% -947 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 12,800 shares; 2025Q1: 11,077 shares; 2025Q2: 15,166 shares; 2025Q3: 13,977 shares; 2025Q4: 27,848 shares 27,848 $815K <0.01% +13,871 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,293 shares; 2024Q4: 43,468 shares; 2025Q1: 34,667 shares; 2025Q2: 38,356 shares; 2025Q3: 34,906 shares; 2025Q4: 36,449 shares 36,449 $815K <0.01% +1,543 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,335 shares; 2024Q4: 51,423 shares; 2025Q1: 51,691 shares; 2025Q2: 57,446 shares; 2025Q3: 57,206 shares; 2025Q4: 55,706 shares 55,706 $814K <0.01% -1,500 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,832 shares; 2024Q4: 17,976 shares; 2025Q1: 18,081 shares; 2025Q2: 16,790 shares; 2025Q3: 17,132 shares; 2025Q4: 16,214 shares 16,214 $812K <0.01% -918 Timeline LRGF 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: 8,649 shares; 2024Q4: 7,290 shares; 2025Q1: 6,024 shares; 2025Q2: 8,663 shares; 2025Q3: 10,537 shares; 2025Q4: 11,687 shares 11,687 $811K <0.01% +1,150 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,580 shares; 2024Q4: 34,489 shares; 2025Q1: 34,970 shares; 2025Q2: 35,459 shares; 2025Q3: 40,305 shares; 2025Q4: 40,775 shares 40,775 $811K <0.01% +470 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,499 shares; 2024Q4: 29,560 shares; 2025Q1: 27,491 shares; 2025Q2: 34,672 shares; 2025Q3: 32,885 shares; 2025Q4: 33,107 shares 33,107 $810K <0.01% +222 Timeline SIXP 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: 30,589 shares; 2025Q1: 28,804 shares; 2025Q2: 28,804 shares; 2025Q3: 30,234 shares; 2025Q4: 25,651 shares 25,651 $809K <0.01% -4,583 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,738 shares; 2024Q4: 14,363 shares; 2025Q1: 11,655 shares; 2025Q2: 15,329 shares; 2025Q3: 15,541 shares; 2025Q4: 14,931 shares 14,931 $809K <0.01% -610 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,881 shares; 2024Q4: 13,310 shares; 2025Q1: 13,818 shares; 2025Q2: 14,748 shares; 2025Q3: 15,902 shares; 2025Q4: 17,659 shares 17,659 $806K <0.01% +1,757 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,288 shares; 2024Q4: 23,715 shares; 2025Q1: 29,702 shares; 2025Q2: 31,904 shares; 2025Q3: 30,690 shares; 2025Q4: 31,282 shares 31,282 $806K <0.01% +592 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,848 shares; 2024Q4: 18,094 shares; 2025Q1: 18,184 shares; 2025Q2: 20,337 shares; 2025Q3: 19,408 shares; 2025Q4: 21,493 shares 21,493 $804K <0.01% +2,085 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,012 shares; 2025Q1: 2,256 shares; 2025Q2: 2,217 shares; 2025Q3: 2,195 shares; 2025Q4: 2,270 shares 2,270 $803K <0.01% +75 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,637 shares; 2025Q1: 2,012 shares; 2025Q2: 1,860 shares; 2025Q3: 2,631 shares; 2025Q4: 3,517 shares 3,517 $802K <0.01% +886 Timeline DECU 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: 92,902 shares; 2025Q1: 100,276 shares; 2025Q2: 53,359 shares; 2025Q3: 24,724 shares; 2025Q4: 29,266 shares 29,266 $802K <0.01% +4,542 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,016 shares; 2025Q3: 23,080 shares; 2025Q4: 25,316 shares 25,316 $800K <0.01% +2,236 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,844 shares; 2024Q4: 76,518 shares; 2025Q1: 64,114 shares; 2025Q2: 62,417 shares; 2025Q3: 50,666 shares; 2025Q4: 48,442 shares 48,442 $798K <0.01% -2,224 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 10,485 shares; 2025Q1: 9,430 shares; 2025Q2: 10,982 shares; 2025Q3: 10,701 shares; 2025Q4: 11,870 shares 11,870 $797K <0.01% +1,169 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,210 shares; 2025Q1: 8,645 shares; 2025Q2: 10,633 shares; 2025Q3: 12,847 shares; 2025Q4: 15,805 shares 15,805 $794K <0.01% +2,958 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,149 shares; 2025Q1: 1,913 shares; 2025Q2: 2,227 shares; 2025Q3: 2,122 shares; 2025Q4: 4,509 shares 4,509 $794K <0.01% +2,387 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,772 shares; 2025Q4: 12,152 shares 12,152 $793K <0.01% +1,380 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,093 shares; 2025Q1: 32,263 shares; 2025Q2: 37,484 shares; 2025Q3: 41,404 shares; 2025Q4: 41,365 shares 41,365 $791K <0.01% -39 Timeline XC 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: 11,610 shares; 2024Q4: 11,592 shares; 2025Q1: 22,485 shares; 2025Q2: 22,610 shares; 2025Q3: 21,130 shares; 2025Q4: 24,333 shares 24,333 $789K <0.01% +3,203 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,001 shares; 2024Q4: 87,952 shares; 2025Q1: 89,450 shares; 2025Q2: 94,742 shares; 2025Q3: 86,107 shares; 2025Q4: 81,426 shares 81,426 $788K <0.01% -4,681 Timeline FMHI 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: 39,244 shares; 2024Q4: 44,163 shares; 2025Q1: 32,866 shares; 2025Q2: 33,756 shares; 2025Q3: 18,993 shares; 2025Q4: 16,442 shares 16,442 $788K <0.01% -2,551 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 16,637 shares; 2025Q1: 8,773 shares; 2025Q2: 7,962 shares; 2025Q3: 6,821 shares; 2025Q4: 11,706 shares 11,706 $788K <0.01% +4,885 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,525 shares; 2025Q2: 46,182 shares; 2025Q3: 44,698 shares; 2025Q4: 47,193 shares 47,193 $786K <0.01% +2,495 Timeline EQAL 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: 4,658 shares; 2025Q1: 16,086 shares; 2025Q2: 14,962 shares; 2025Q3: 14,721 shares; 2025Q4: 14,922 shares 14,922 $785K <0.01% +201 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,264 shares 10,264 $785K <0.01% new Timeline MFLX 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: 35,500 shares; 2024Q4: 44,624 shares; 2025Q1: 44,624 shares; 2025Q2: 44,624 shares; 2025Q3: 46,129 shares; 2025Q4: 46,144 shares 46,144 $784K <0.01% +15 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP 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: 24,031 shares; 2025Q3: 35,339 shares; 2025Q4: 29,902 shares 29,902 $784K <0.01% -5,437 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,351 shares; 2025Q4: 17,775 shares 17,775 $783K <0.01% +4,424 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 5,341 shares; 2025Q4: 9,869 shares 9,869 $783K <0.01% +4,528 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,820 shares; 2024Q4: 55,526 shares; 2025Q1: 55,574 shares; 2025Q2: 56,651 shares; 2025Q3: 56,472 shares; 2025Q4: 61,545 shares 61,545 $782K <0.01% +5,073 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 20,066 shares; 2025Q1: 20,106 shares; 2025Q2: 19,496 shares; 2025Q3: 19,036 shares; 2025Q4: 23,278 shares 23,278 $781K <0.01% +4,242 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,779 shares; 2025Q1: 2,642 shares; 2025Q2: 2,985 shares; 2025Q3: 2,615 shares; 2025Q4: 3,188 shares 3,188 $780K <0.01% +573 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,610 shares; 2025Q1: 21,273 shares; 2025Q2: 21,301 shares; 2025Q3: 20,632 shares; 2025Q4: 20,134 shares 20,134 $778K <0.01% -498 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,026 shares; 2024Q4: 18,029 shares; 2025Q1: 6,705 shares; 2025Q2: 5,901 shares; 2025Q3: 9,067 shares; 2025Q4: 9,716 shares 9,716 $774K <0.01% +649 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 4,624 shares; 2025Q1: 4,639 shares; 2025Q2: 4,987 shares; 2025Q3: 1,847 shares; 2025Q4: 1,858 shares 1,858 $774K <0.01% +11 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,153 shares; 2025Q1: 4,226 shares; 2025Q2: 4,387 shares; 2025Q3: 5,249 shares; 2025Q4: 5,573 shares 5,573 $774K <0.01% +324 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,643 shares; 2024Q4: 29,737 shares; 2025Q1: 13,793 shares; 2025Q2: 26,830 shares; 2025Q3: 25,858 shares; 2025Q4: 26,155 shares 26,155 $773K <0.01% +297 Timeline SILJ 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: not reported; 2024Q4: 39,624 shares; 2025Q1: 46,809 shares; 2025Q2: 39,417 shares; 2025Q3: 23,287 shares; 2025Q4: 27,936 shares 27,936 $773K <0.01% +4,649 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,477 shares; 2024Q4: 73,523 shares; 2025Q1: 71,892 shares; 2025Q2: 76,877 shares; 2025Q3: 64,830 shares; 2025Q4: 53,851 shares 53,851 $773K <0.01% -10,979 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,049 shares; 2025Q1: 25,802 shares; 2025Q2: 25,368 shares; 2025Q3: 33,561 shares; 2025Q4: 33,245 shares 33,245 $772K <0.01% -316 Timeline XIMR 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: 15,378 shares; 2024Q4: 13,448 shares; 2025Q1: 15,975 shares; 2025Q2: 21,525 shares; 2025Q3: 25,773 shares; 2025Q4: 24,742 shares 24,742 $772K <0.01% -1,031 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 6,940 shares; 2025Q1: 6,083 shares; 2025Q2: 5,934 shares; 2025Q3: 5,928 shares; 2025Q4: 5,842 shares 5,842 $772K <0.01% -86 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,539 shares; 2024Q4: 32,139 shares; 2025Q1: 24,132 shares; 2025Q2: 36,702 shares; 2025Q3: 47,307 shares; 2025Q4: 48,578 shares 48,578 $770K <0.01% +1,271 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 10,339 shares; 2025Q1: 11,265 shares; 2025Q2: 11,874 shares; 2025Q3: 11,727 shares; 2025Q4: 11,776 shares 11,776 $765K <0.01% +49 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,858 shares; 2024Q4: 32,944 shares; 2025Q1: 42,770 shares; 2025Q2: 41,782 shares; 2025Q3: 40,746 shares; 2025Q4: 37,661 shares 37,661 $764K <0.01% -3,085 Timeline FEBM 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: 53,793 shares; 2025Q2: 53,793 shares; 2025Q3: 53,121 shares; 2025Q4: 25,075 shares 25,075 $762K <0.01% -28,046 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,312 shares; 2024Q4: 36,487 shares; 2025Q1: 29,985 shares; 2025Q2: 31,473 shares; 2025Q3: 27,391 shares; 2025Q4: 26,978 shares 26,978 $757K <0.01% -413 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 28,267 shares; 2025Q1: 31,459 shares; 2025Q2: 35,266 shares; 2025Q3: 30,858 shares; 2025Q4: 30,618 shares 30,618 $757K <0.01% -240 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT 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: 1,079 shares; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 10,821 shares 10,821 $753K <0.01% +7,190 Timeline BSCX 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: 17,478 shares; 2024Q4: 23,933 shares; 2025Q1: 33,635 shares; 2025Q2: 34,736 shares; 2025Q3: 34,940 shares; 2025Q4: 35,088 shares 35,088 $753K <0.01% +148 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,009 shares; 2025Q1: 3,044 shares; 2025Q2: 3,037 shares; 2025Q3: 3,038 shares; 2025Q4: 2,946 shares 2,946 $752K <0.01% -92 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,372 shares; 2024Q4: 16,905 shares; 2025Q1: 19,039 shares; 2025Q2: 21,128 shares; 2025Q3: 19,947 shares; 2025Q4: 21,615 shares 21,615 $751K <0.01% +1,668 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,366 shares; 2025Q1: 2,447 shares; 2025Q2: 2,557 shares; 2025Q3: 6,740 shares; 2025Q4: 6,810 shares 6,810 $750K <0.01% +70 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 6,715 shares; 2025Q1: 6,709 shares; 2025Q2: 6,707 shares; 2025Q3: 7,706 shares; 2025Q4: 8,688 shares 8,688 $750K <0.01% +982 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,784 shares; 2025Q2: 19,342 shares; 2025Q3: 33,580 shares; 2025Q4: 49,479 shares 49,479 $750K <0.01% +15,899 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 8,297 shares; 2025Q1: 7,652 shares; 2025Q2: 7,978 shares; 2025Q3: 8,467 shares; 2025Q4: 9,273 shares 9,273 $749K <0.01% +806 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,804 shares; 2025Q4: 41,304 shares 41,304 $749K <0.01% +20,500 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,990 shares; 2025Q3: 6,226 shares; 2025Q4: 8,575 shares 8,575 $749K <0.01% +2,349 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 15,738 shares; 2025Q1: 13,784 shares; 2025Q2: 16,029 shares; 2025Q3: 14,096 shares; 2025Q4: 13,920 shares 13,920 $748K <0.01% -176 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 987 shares; 2025Q1: 928 shares; 2025Q2: 1,328 shares; 2025Q3: 1,536 shares; 2025Q4: 1,748 shares 1,748 $748K <0.01% +212 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,420 shares; 2025Q1: 38,992 shares; 2025Q2: 37,664 shares; 2025Q3: 39,286 shares; 2025Q4: 37,619 shares 37,619 $747K <0.01% -1,667 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,240 shares; 2025Q1: 35,678 shares; 2025Q2: 34,545 shares; 2025Q3: 28,112 shares; 2025Q4: 26,494 shares 26,494 $747K <0.01% -1,618 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,842 shares; 2025Q1: 986 shares; 2025Q2: 1,479 shares; 2025Q3: 1,821 shares; 2025Q4: 1,910 shares 1,910 $747K <0.01% +89 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,085 shares; 2024Q4: 28,781 shares; 2025Q1: 13,508 shares; 2025Q2: 28,211 shares; 2025Q3: 12,656 shares; 2025Q4: 17,954 shares 17,954 $745K <0.01% +5,298 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,706 shares 38,706 $741K <0.01% new Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,280 shares; 2024Q4: 11,415 shares; 2025Q1: 10,365 shares; 2025Q2: 10,470 shares; 2025Q3: 13,761 shares; 2025Q4: 11,723 shares 11,723 $739K <0.01% -2,038 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 2,445 shares; 2025Q1: 2,330 shares; 2025Q2: 3,293 shares; 2025Q3: 3,779 shares; 2025Q4: 5,220 shares 5,220 $739K <0.01% +1,441 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,648 shares; 2025Q1: 46,587 shares; 2025Q2: 46,034 shares; 2025Q3: 21,854 shares; 2025Q4: 21,464 shares 21,464 $738K <0.01% -390 Timeline ZMAY 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: 29,001 shares; 2025Q3: 29,001 shares; 2025Q4: 29,001 shares 29,001 $737K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,587 shares; 2025Q1: 958 shares; 2025Q2: 1,084 shares; 2025Q3: 1,645 shares; 2025Q4: 1,851 shares 1,851 $736K <0.01% +206 Timeline IAUG 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: 15,090 shares; 2024Q4: 15,338 shares; 2025Q1: 14,612 shares; 2025Q2: 19,251 shares; 2025Q3: 27,184 shares; 2025Q4: 25,801 shares 25,801 $734K <0.01% -1,383 Timeline NDEC 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: 68,425 shares; 2025Q1: 61,260 shares; 2025Q2: 46,340 shares; 2025Q3: 30,746 shares; 2025Q4: 26,347 shares 26,347 $731K <0.01% -4,399 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,631 shares; 2025Q1: 2,826 shares; 2025Q2: 2,791 shares; 2025Q3: 3,728 shares; 2025Q4: 4,217 shares 4,217 $729K <0.01% +489 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 7,217 shares; 2025Q1: 7,767 shares; 2025Q2: 10,027 shares; 2025Q3: 9,035 shares; 2025Q4: 9,401 shares 9,401 $729K <0.01% +366 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,177 shares; 2025Q3: 16,292 shares; 2025Q4: 22,730 shares 22,730 $726K <0.01% +6,438 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,185 shares; 2024Q4: 17,024 shares; 2025Q1: 17,789 shares; 2025Q2: 17,090 shares; 2025Q3: 15,330 shares; 2025Q4: 16,005 shares 16,005 $725K <0.01% +675 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,339 shares; 2024Q4: 40,170 shares; 2025Q1: 26,865 shares; 2025Q2: 40,115 shares; 2025Q3: 58,223 shares; 2025Q4: 66,485 shares 66,485 $725K <0.01% +8,262 Timeline QGRO 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: 4,446 shares; 2024Q4: 7,058 shares; 2025Q1: 5,861 shares; 2025Q2: 7,931 shares; 2025Q3: 6,164 shares; 2025Q4: 6,311 shares 6,311 $723K <0.01% +147 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,830 shares; 2025Q1: 5,677 shares; 2025Q2: 5,688 shares; 2025Q3: 5,780 shares; 2025Q4: 5,750 shares 5,750 $721K <0.01% -30 Timeline PID 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: 39,832 shares; 2024Q4: 23,354 shares; 2025Q1: 20,074 shares; 2025Q2: 31,098 shares; 2025Q3: 33,374 shares; 2025Q4: 32,730 shares 32,730 $720K <0.01% -644 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,008 shares; 2025Q4: 24,518 shares 24,518 $719K <0.01% +11,510 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 11,354 shares; 2025Q1: 7,038 shares; 2025Q2: 19,563 shares; 2025Q3: 21,414 shares; 2025Q4: 20,256 shares 20,256 $719K <0.01% -1,158 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,620 shares; 2024Q4: 79,297 shares; 2025Q1: 47,607 shares; 2025Q2: 78,177 shares; 2025Q3: 21,324 shares; 2025Q4: 21,277 shares 21,277 $719K <0.01% -47 Timeline SDSI 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: 7,514 shares; 2025Q1: 7,217 shares; 2025Q2: 12,399 shares; 2025Q3: 12,934 shares; 2025Q4: 13,908 shares 13,908 $717K <0.01% +974 Timeline WTPI 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: 8,308 shares; 2025Q1: 11,165 shares; 2025Q2: 19,787 shares; 2025Q3: 18,134 shares; 2025Q4: 21,697 shares 21,697 $716K <0.01% +3,563 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,950 shares; 2025Q1: 44,078 shares; 2025Q2: 43,933 shares; 2025Q3: 16,846 shares; 2025Q4: 19,777 shares 19,777 $715K <0.01% +2,931 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 6,957 shares; 2025Q1: 7,112 shares; 2025Q2: 6,631 shares; 2025Q3: 5,959 shares; 2025Q4: 6,977 shares 6,977 $715K <0.01% +1,018 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,658 shares; 2024Q4: 16,310 shares; 2025Q1: 8,413 shares; 2025Q2: 9,013 shares; 2025Q3: 9,997 shares; 2025Q4: 10,444 shares 10,444 $714K <0.01% +447 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC 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: 27,586 shares 27,586 $712K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 6,936 shares; 2025Q1: 5,990 shares; 2025Q2: 6,291 shares; 2025Q3: 7,525 shares; 2025Q4: 8,979 shares 8,979 $712K <0.01% +1,454 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,952 shares; 2024Q4: 15,643 shares; 2025Q1: 15,921 shares; 2025Q2: 17,514 shares; 2025Q3: 16,644 shares; 2025Q4: 16,663 shares 16,663 $712K <0.01% +19 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 63,658 shares; 2025Q4: 20,951 shares 20,951 $707K <0.01% -42,707 Timeline XIDE 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: 35,602 shares; 2024Q4: 36,680 shares; 2025Q1: 37,847 shares; 2025Q2: 39,866 shares; 2025Q3: 34,178 shares; 2025Q4: 23,415 shares 23,415 $706K <0.01% -10,763 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,160 shares; 2024Q4: 9,136 shares; 2025Q1: 9,335 shares; 2025Q2: 13,601 shares; 2025Q3: 17,181 shares; 2025Q4: 26,136 shares 26,136 $706K <0.01% +8,955 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,095 shares; 2024Q4: 18,403 shares; 2025Q1: 18,139 shares; 2025Q2: 19,350 shares; 2025Q3: 19,327 shares; 2025Q4: 19,690 shares 19,690 $705K <0.01% +363 Timeline BSCY 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: 9,778 shares; 2024Q4: 17,476 shares; 2025Q1: 27,888 shares; 2025Q2: 30,060 shares; 2025Q3: 31,996 shares; 2025Q4: 33,513 shares 33,513 $704K <0.01% +1,517 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 2,080 shares; 2025Q4: 2,081 shares 2,081 $703K <0.01% +1 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP 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: 3,895 shares; 2025Q2: 3,933 shares; 2025Q3: 3,895 shares; 2025Q4: 4,064 shares 4,064 $703K <0.01% +169 Timeline HEZU 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: 27,540 shares; 2024Q4: 27,091 shares; 2025Q1: 24,054 shares; 2025Q2: 19,882 shares; 2025Q3: 19,066 shares; 2025Q4: 16,049 shares 16,049 $702K <0.01% -3,017 Timeline SHYM 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: 10,335 shares; 2024Q4: 13,167 shares; 2025Q1: not reported; 2025Q2: 25,427 shares; 2025Q3: 24,529 shares; 2025Q4: 31,583 shares 31,583 $702K <0.01% +7,054 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,739 shares; 2024Q4: 23,238 shares; 2025Q1: 14,680 shares; 2025Q2: 15,403 shares; 2025Q3: 13,637 shares; 2025Q4: 18,285 shares 18,285 $701K <0.01% +4,648 Timeline FTRI 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: 19,159 shares; 2024Q4: 62,572 shares; 2025Q1: 49,619 shares; 2025Q2: 50,517 shares; 2025Q3: 51,944 shares; 2025Q4: 44,707 shares 44,707 $701K <0.01% -7,237 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,108 shares; 2025Q1: 2,857 shares; 2025Q2: 2,846 shares; 2025Q3: 2,825 shares; 2025Q4: 2,130 shares 2,130 $700K <0.01% -695 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 15,004 shares; 2025Q1: 14,878 shares; 2025Q2: 15,315 shares; 2025Q3: 14,243 shares; 2025Q4: 11,521 shares 11,521 $699K <0.01% -2,722 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,284 shares; 2025Q1: 3,535 shares; 2025Q2: 4,644 shares; 2025Q3: 4,454 shares; 2025Q4: 4,390 shares 4,390 $699K <0.01% -64 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,050 shares; 2024Q4: 69,500 shares; 2025Q1: 96,400 shares; 2025Q2: 100,000 shares; 2025Q3: 200,000 shares; 2025Q4: 214,980 shares 214,980 $697K <0.01% +14,980 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,859 shares; 2024Q4: 14,381 shares; 2025Q1: 13,538 shares; 2025Q2: 12,497 shares; 2025Q3: 11,258 shares; 2025Q4: 11,582 shares 11,582 $696K <0.01% +324 Timeline IMCV 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: 5,449 shares; 2024Q4: 5,472 shares; 2025Q1: 5,491 shares; 2025Q2: 7,562 shares; 2025Q3: 8,679 shares; 2025Q4: 8,432 shares 8,432 $694K <0.01% -247 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT 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: 31,630 shares; 2025Q4: 31,671 shares 31,671 $693K <0.01% +41 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,784 shares; 2025Q1: 34,403 shares; 2025Q2: 43,635 shares; 2025Q3: 73,827 shares; 2025Q4: 92,318 shares 92,318 $692K <0.01% +18,491 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,680 shares 23,680 $692K <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,756 shares; 2024Q4: 6,328 shares; 2025Q1: 5,377 shares; 2025Q2: 5,160 shares; 2025Q3: 3,434 shares; 2025Q4: 8,438 shares 8,438 $692K <0.01% +5,004 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,686 shares; 2025Q1: 5,065 shares; 2025Q2: 5,014 shares; 2025Q3: 4,854 shares; 2025Q4: 6,250 shares 6,250 $690K <0.01% +1,396 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,697 shares; 2025Q1: 62,356 shares; 2025Q2: 23,978 shares; 2025Q3: 24,312 shares; 2025Q4: 24,107 shares 24,107 $690K <0.01% -205 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 5,099 shares; 2025Q1: 4,551 shares; 2025Q2: 5,981 shares; 2025Q3: 6,605 shares; 2025Q4: 5,669 shares 5,669 $690K <0.01% -936 Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,756 shares; 2024Q4: 25,960 shares; 2025Q1: 25,054 shares; 2025Q2: 23,406 shares; 2025Q3: 18,112 shares; 2025Q4: 16,019 shares 16,019 $688K <0.01% -2,093 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,076 shares; 2024Q4: 35,167 shares; 2025Q1: 33,205 shares; 2025Q2: 31,540 shares; 2025Q3: 30,805 shares; 2025Q4: 31,639 shares 31,639 $688K <0.01% +834 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,871 shares; 2024Q4: 47,903 shares; 2025Q1: 42,730 shares; 2025Q2: 31,502 shares; 2025Q3: 31,882 shares; 2025Q4: 33,434 shares 33,434 $686K <0.01% +1,552 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,381 shares; 2024Q4: 112,051 shares; 2025Q1: 136,706 shares; 2025Q2: 166,312 shares; 2025Q3: 163,679 shares; 2025Q4: 178,682 shares 178,682 $686K <0.01% +15,003 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,134 shares 76,134 $686K <0.01% new Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,349 shares; 2024Q4: 6,186 shares; 2025Q1: 9,689 shares; 2025Q2: 9,809 shares; 2025Q3: 10,539 shares; 2025Q4: 10,539 shares 10,539 $685K <0.01% 0 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,716 shares; 2025Q1: not reported; 2025Q2: 44,697 shares; 2025Q3: 26,914 shares; 2025Q4: 25,774 shares 25,774 $682K <0.01% -1,140 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,573 shares; 2025Q4: 46,518 shares 46,518 $681K <0.01% +5,945 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 9,093 shares; 2025Q1: 8,988 shares; 2025Q2: 8,609 shares; 2025Q3: 8,488 shares; 2025Q4: 8,423 shares 8,423 $681K <0.01% -65 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 7,232 shares; 2025Q1: 9,852 shares; 2025Q2: 9,649 shares; 2025Q3: 9,376 shares; 2025Q4: 8,148 shares 8,148 $680K <0.01% -1,228 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 164,062 shares; 2025Q1: 163,283 shares; 2025Q2: 179,780 shares; 2025Q3: 26,525 shares; 2025Q4: 29,061 shares 29,061 $678K <0.01% +2,536 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,628 shares; 2025Q1: 16,120 shares; 2025Q2: 46,322 shares; 2025Q3: 57,166 shares; 2025Q4: 81,301 shares 81,301 $678K <0.01% +24,135 PSC 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: not reported; 2024Q4: not reported; 2025Q1: 4,811 shares; 2025Q2: 11,545 shares; 2025Q3: 11,437 shares; 2025Q4: 11,673 shares 11,673 $674K <0.01% +236 Timeline AVMV 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: 3,662 shares; 2025Q1: 5,629 shares; 2025Q2: 6,789 shares; 2025Q3: 8,479 shares; 2025Q4: 9,422 shares 9,422 $671K <0.01% +943 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 7,586 shares; 2025Q1: 7,780 shares; 2025Q2: 7,729 shares; 2025Q3: 7,451 shares; 2025Q4: 7,822 shares 7,822 $671K <0.01% +371 Timeline IPX IPERIONX LTD More: the full row for IPERIONX 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: 24,905 shares; 2025Q3: 23,532 shares; 2025Q4: 18,530 shares 18,530 $671K <0.01% -5,002 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,652 shares; 2024Q4: 51,735 shares; 2025Q1: 47,372 shares; 2025Q2: 39,024 shares; 2025Q3: 34,014 shares; 2025Q4: 30,870 shares 30,870 $671K <0.01% -3,144 Timeline NOVP 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: not reported; 2025Q3: not reported; 2025Q4: 21,932 shares 21,932 $668K <0.01% new Timeline PBJN 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: 22,300 shares; 2025Q3: 22,300 shares; 2025Q4: 22,300 shares 22,300 $667K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 7,309 shares; 2025Q1: 6,794 shares; 2025Q2: 7,104 shares; 2025Q3: 6,422 shares; 2025Q4: 7,414 shares 7,414 $667K <0.01% +992 Timeline KBE 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: 218,384 shares; 2024Q4: 38,722 shares; 2025Q1: 13,074 shares; 2025Q2: 15,178 shares; 2025Q3: 11,272 shares; 2025Q4: 10,985 shares 10,985 $667K <0.01% -287 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 7,253 shares; 2025Q1: 6,827 shares; 2025Q2: 6,986 shares; 2025Q3: 7,711 shares; 2025Q4: 9,522 shares 9,522 $666K <0.01% +1,811 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,383 shares; 2025Q1: 9,888 shares; 2025Q2: 11,848 shares; 2025Q3: 12,166 shares; 2025Q4: 9,664 shares 9,664 $665K <0.01% -2,502 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,862 shares; 2024Q4: 32,322 shares; 2025Q1: 30,001 shares; 2025Q2: 49,270 shares; 2025Q3: 43,516 shares; 2025Q4: 40,435 shares 40,435 $664K <0.01% -3,081 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,600 shares; 2025Q1: 2,286 shares; 2025Q2: 2,866 shares; 2025Q3: 1,145 shares; 2025Q4: 1,582 shares 1,582 $664K <0.01% +437 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS 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: 2,127 shares; 2025Q4: 6,446 shares 6,446 $664K <0.01% +4,319 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,518 shares; 2025Q1: 9,247 shares; 2025Q2: 17,857 shares; 2025Q3: 17,867 shares; 2025Q4: 17,891 shares 17,891 $658K <0.01% +24 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,686 shares; 2024Q4: 16,884 shares; 2025Q1: 17,036 shares; 2025Q2: 17,374 shares; 2025Q3: 17,599 shares; 2025Q4: 17,536 shares 17,536 $656K <0.01% -63 Timeline FTXN 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: 26,331 shares; 2024Q4: 31,093 shares; 2025Q1: 28,394 shares; 2025Q2: 30,368 shares; 2025Q3: 24,622 shares; 2025Q4: 23,339 shares 23,339 $652K <0.01% -1,283 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,231 shares; 2024Q4: 27,202 shares; 2025Q1: 22,059 shares; 2025Q2: 29,453 shares; 2025Q3: 46,759 shares; 2025Q4: 54,922 shares 54,922 $651K <0.01% +8,163 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,975 shares; 2025Q4: 2,741 shares 2,741 $651K <0.01% -234 Timeline ZALT 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: 119,890 shares; 2024Q4: 106,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,900 shares 19,900 $648K <0.01% new Timeline PBAP 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: 30,295 shares; 2024Q4: 29,995 shares; 2025Q1: 16,620 shares; 2025Q2: 22,367 shares; 2025Q3: 22,367 shares; 2025Q4: 22,367 shares 22,367 $648K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 1,971 shares; 2025Q1: 2,001 shares; 2025Q2: 3,038 shares; 2025Q3: 2,710 shares; 2025Q4: 3,720 shares 3,720 $648K <0.01% +1,010 Timeline FCLD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,668 shares; 2024Q4: 19,492 shares; 2025Q1: 20,972 shares; 2025Q2: 20,951 shares; 2025Q3: 19,881 shares; 2025Q4: 21,799 shares 21,799 $648K <0.01% +1,918 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,586 shares; 2024Q4: 25,061 shares; 2025Q1: 23,601 shares; 2025Q2: 23,980 shares; 2025Q3: 25,460 shares; 2025Q4: 27,867 shares 27,867 $646K <0.01% +2,407 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,562 shares; 2025Q4: 27,365 shares 27,365 $645K <0.01% +5,803 Timeline SEPM 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: 17,306 shares; 2025Q1: 15,731 shares; 2025Q2: 14,261 shares; 2025Q3: 15,061 shares; 2025Q4: 20,235 shares 20,235 $644K <0.01% +5,174 Timeline FBIO FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,231 shares; 2025Q1: 292,481 shares; 2025Q2: 331,998 shares; 2025Q3: 196,875 shares; 2025Q4: 175,676 shares 175,676 $643K <0.01% -21,199 Timeline NJUN 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: 16,370 shares; 2024Q4: 19,024 shares; 2025Q1: 15,176 shares; 2025Q2: 23,931 shares; 2025Q3: 20,089 shares; 2025Q4: 20,370 shares 20,370 $642K <0.01% +281 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,382 shares; 2024Q4: 28,800 shares; 2025Q1: 25,800 shares; 2025Q2: 28,979 shares; 2025Q3: 25,140 shares; 2025Q4: 24,724 shares 24,724 $642K <0.01% -416 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,209 shares; 2024Q4: 19,668 shares; 2025Q1: 7,532 shares; 2025Q2: 7,222 shares; 2025Q3: 15,886 shares; 2025Q4: 16,678 shares 16,678 $637K <0.01% +792 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: not reported; 2025Q1: 9,208 shares; 2025Q2: 9,160 shares; 2025Q3: 9,185 shares; 2025Q4: 9,703 shares 9,703 $636K <0.01% +518 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,366 shares; 2024Q4: 15,737 shares; 2025Q1: 8,312 shares; 2025Q2: 15,737 shares; 2025Q3: 8,305 shares; 2025Q4: 8,192 shares 8,192 $636K <0.01% -113 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,705 shares; 2024Q4: 105,744 shares; 2025Q1: 110,783 shares; 2025Q2: 110,744 shares; 2025Q3: 107,630 shares; 2025Q4: 101,376 shares 101,376 $636K <0.01% -6,254 Timeline XMLV 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: 64,618 shares; 2024Q4: 9,569 shares; 2025Q1: 9,021 shares; 2025Q2: 11,061 shares; 2025Q3: 9,036 shares; 2025Q4: 10,182 shares 10,182 $635K <0.01% +1,146 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,119 shares; 2024Q4: 14,132 shares; 2025Q1: 13,119 shares; 2025Q2: 10,890 shares; 2025Q3: 10,941 shares; 2025Q4: 14,537 shares 14,537 $634K <0.01% +3,596 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,715 shares; 2024Q4: 55,915 shares; 2025Q1: 55,415 shares; 2025Q2: 88,865 shares; 2025Q3: 93,720 shares; 2025Q4: 67,570 shares 67,570 $633K <0.01% -26,150 Timeline GDMN 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: 7,631 shares; 2024Q4: 8,364 shares; 2025Q1: 7,815 shares; 2025Q2: 7,815 shares; 2025Q3: 8,513 shares; 2025Q4: 6,801 shares 6,801 $633K <0.01% -1,712 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,209 shares 10,209 $633K <0.01% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 5,442 shares; 2025Q1: 5,771 shares; 2025Q2: 6,884 shares; 2025Q3: 8,434 shares; 2025Q4: 13,154 shares 13,154 $633K <0.01% +4,720 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 4,883 shares; 2025Q1: 5,857 shares; 2025Q2: 6,044 shares; 2025Q3: 5,568 shares; 2025Q4: 6,067 shares 6,067 $632K <0.01% +499 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,221 shares 31,221 $630K <0.01% new Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT 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: 52,375 shares; 2025Q4: 53,098 shares 53,098 $629K <0.01% +723 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,883 shares; 2024Q4: 4,376 shares; 2025Q1: 3,933 shares; 2025Q2: 3,918 shares; 2025Q3: 3,949 shares; 2025Q4: 4,086 shares 4,086 $629K <0.01% +137 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,682 shares; 2025Q1: 15,454 shares; 2025Q2: 13,325 shares; 2025Q3: 11,022 shares; 2025Q4: 12,581 shares 12,581 $628K <0.01% +1,559 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,157 shares; 2025Q1: 1,030 shares; 2025Q2: 1,266 shares; 2025Q3: 1,100 shares; 2025Q4: 1,288 shares 1,288 $628K <0.01% +188 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,086 shares; 2024Q4: 42,065 shares; 2025Q1: 44,531 shares; 2025Q2: 46,512 shares; 2025Q3: 47,945 shares; 2025Q4: 49,102 shares 49,102 $628K <0.01% +1,157 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 4,568 shares; 2025Q1: 3,631 shares; 2025Q2: 3,528 shares; 2025Q3: 3,329 shares; 2025Q4: 3,307 shares 3,307 $626K <0.01% -22 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,173 shares; 2025Q2: not reported; 2025Q3: 26,410 shares; 2025Q4: 29,615 shares 29,615 $625K <0.01% +3,205 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 7,387 shares; 2025Q1: 7,603 shares; 2025Q2: 20,556 shares; 2025Q3: 20,018 shares; 2025Q4: 10,191 shares 10,191 $624K <0.01% -9,827 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,113 shares; 2025Q2: 2,108 shares; 2025Q3: 6,160 shares; 2025Q4: 6,165 shares 6,165 $622K <0.01% +5 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,389 shares; 2024Q4: 28,334 shares; 2025Q1: 30,386 shares; 2025Q2: 35,997 shares; 2025Q3: 36,427 shares; 2025Q4: 44,820 shares 44,820 $620K <0.01% +8,393 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 18,761 shares; 2025Q1: 18,489 shares; 2025Q2: 18,387 shares; 2025Q3: 17,512 shares; 2025Q4: 18,960 shares 18,960 $619K <0.01% +1,448 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,611 shares; 2024Q4: 37,628 shares; 2025Q1: 38,644 shares; 2025Q2: 51,700 shares; 2025Q3: 32,559 shares; 2025Q4: 34,654 shares 34,654 $618K <0.01% +2,095 Timeline FBCV 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: 16,841 shares; 2024Q4: not reported; 2025Q1: 16,814 shares; 2025Q2: not reported; 2025Q3: 7,211 shares; 2025Q4: 17,265 shares 17,265 $616K <0.01% +10,054 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 8,782 shares; 2025Q1: 7,288 shares; 2025Q2: 7,961 shares; 2025Q3: 7,476 shares; 2025Q4: 7,057 shares 7,057 $616K <0.01% -419 Timeline IAI 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: 2,544 shares; 2025Q1: 2,587 shares; 2025Q2: 2,934 shares; 2025Q3: 3,423 shares; 2025Q4: 3,431 shares 3,431 $615K <0.01% +8 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,479 shares; 2025Q1: 3,219 shares; 2025Q2: 2,712 shares; 2025Q3: 2,316 shares; 2025Q4: 2,228 shares 2,228 $613K <0.01% -88 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,373 shares; 2025Q3: 15,025 shares; 2025Q4: 17,952 shares 17,952 $613K <0.01% +2,927 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,187 shares; 2025Q1: 5,427 shares; 2025Q2: 5,431 shares; 2025Q3: 4,236 shares; 2025Q4: 5,251 shares 5,251 $613K <0.01% +1,015 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,263 shares; 2025Q1: 12,491 shares; 2025Q2: 22,805 shares; 2025Q3: 24,276 shares; 2025Q4: 25,499 shares 25,499 $613K <0.01% +1,223 Timeline JUNM 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: 22,997 shares; 2024Q4: 22,742 shares; 2025Q1: 14,666 shares; 2025Q2: 22,599 shares; 2025Q3: 22,483 shares; 2025Q4: 17,855 shares 17,855 $611K <0.01% -4,628 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,648 shares; 2025Q1: 18,593 shares; 2025Q2: 22,197 shares; 2025Q3: 19,666 shares; 2025Q4: 19,452 shares 19,452 $611K <0.01% -214 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,705 shares; 2024Q4: 32,695 shares; 2025Q1: 35,344 shares; 2025Q2: 30,526 shares; 2025Q3: 31,248 shares; 2025Q4: 32,790 shares 32,790 $611K <0.01% +1,542 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,957 shares; 2024Q4: 8,589 shares; 2025Q1: 9,963 shares; 2025Q2: 10,857 shares; 2025Q3: 24,407 shares; 2025Q4: 24,507 shares 24,507 $610K <0.01% +100 MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,309 shares; 2025Q1: 778 shares; 2025Q2: 781 shares; 2025Q3: 753 shares; 2025Q4: 1,085 shares 1,085 $609K <0.01% +332 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 3,254 shares; 2025Q4: 3,507 shares 3,507 $609K <0.01% +253 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,820 shares; 2025Q3: 15,192 shares; 2025Q4: 15,797 shares 15,797 $609K <0.01% +605 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,113 shares; 2025Q1: 11,801 shares; 2025Q2: 13,223 shares; 2025Q3: 15,804 shares; 2025Q4: 26,369 shares 26,369 $609K <0.01% +10,565 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 2,858 shares; 2025Q1: 3,055 shares; 2025Q2: 3,276 shares; 2025Q3: 4,037 shares; 2025Q4: 6,045 shares 6,045 $608K <0.01% +2,008 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 5,096 shares; 2025Q1: 4,856 shares; 2025Q2: 4,785 shares; 2025Q3: 5,855 shares; 2025Q4: 5,857 shares 5,857 $607K <0.01% +2 Timeline EIS 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: 3,611 shares; 2025Q1: 4,168 shares; 2025Q2: 4,971 shares; 2025Q3: 5,346 shares; 2025Q4: 5,510 shares 5,510 $606K <0.01% +164 Timeline AJAN 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: 40,312 shares; 2024Q4: 36,062 shares; 2025Q1: 35,872 shares; 2025Q2: 35,352 shares; 2025Q3: 32,162 shares; 2025Q4: 21,762 shares 21,762 $606K <0.01% -10,400 Timeline IDRV 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: 29,080 shares; 2024Q4: 27,618 shares; 2025Q1: 25,307 shares; 2025Q2: 21,507 shares; 2025Q3: 20,438 shares; 2025Q4: 15,967 shares 15,967 $606K <0.01% -4,471 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 9,331 shares; 2025Q1: 9,634 shares; 2025Q2: 10,704 shares; 2025Q3: 10,354 shares; 2025Q4: 10,315 shares 10,315 $604K <0.01% -39 Timeline EBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,946 shares; 2025Q3: 7,946 shares; 2025Q4: 21,021 shares 21,021 $604K <0.01% +13,075 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 2,389 shares; 2025Q1: 3,338 shares; 2025Q2: 2,434 shares; 2025Q3: 2,453 shares; 2025Q4: 2,482 shares 2,482 $603K <0.01% +29 Timeline CQQQ 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: 11,697 shares; 2025Q4: 11,595 shares 11,595 $603K <0.01% -102 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,057 shares; 2024Q4: 21,859 shares; 2025Q1: 20,016 shares; 2025Q2: 17,536 shares; 2025Q3: 10,859 shares; 2025Q4: 8,602 shares 8,602 $601K <0.01% -2,257 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 6,894 shares; 2025Q1: 3,276 shares; 2025Q2: 5,704 shares; 2025Q3: 8,065 shares; 2025Q4: 4,407 shares 4,407 $601K <0.01% -3,658 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 12,920 shares; 2025Q1: 13,099 shares; 2025Q2: 20,374 shares; 2025Q3: 17,359 shares; 2025Q4: 16,463 shares 16,463 $601K <0.01% -896 Timeline