AIR AAR CORP More: the full row for AAR 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: 2,978 shares; 2025Q4: 7,222 shares 7,222 $598K <0.01% +4,244 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,570 shares; 2025Q1: 5,610 shares; 2025Q2: 5,638 shares; 2025Q3: 10,337 shares; 2025Q4: 7,814 shares 7,814 $597K <0.01% -2,523 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC 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: 12,092 shares; 2025Q2: 12,939 shares; 2025Q3: 25,967 shares; 2025Q4: 43,272 shares 43,272 $596K <0.01% +17,305 Timeline STXD 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: 8,952 shares; 2024Q4: 10,617 shares; 2025Q1: 10,827 shares; 2025Q2: 15,486 shares; 2025Q3: 16,006 shares; 2025Q4: 16,056 shares 16,056 $595K <0.01% +50 Timeline HYBI 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: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 12,041 shares; 2025Q4: 11,814 shares 11,814 $595K <0.01% -227 Timeline AGMI THEMES ETF TR More: the full row for THEMES 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: 4,382 shares; 2025Q4: 9,189 shares 9,189 $595K <0.01% +4,807 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,004 shares; 2024Q4: 15,432 shares; 2025Q1: 18,814 shares; 2025Q2: 17,399 shares; 2025Q3: 25,699 shares; 2025Q4: 28,541 shares 28,541 $594K <0.01% +2,842 Timeline PEJ 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: 5,845 shares; 2024Q4: 5,698 shares; 2025Q1: 8,890 shares; 2025Q2: 14,095 shares; 2025Q3: 13,300 shares; 2025Q4: 9,677 shares 9,677 $593K <0.01% -3,623 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,589 shares; 2024Q4: 2,567 shares; 2025Q1: 2,435 shares; 2025Q2: 2,514 shares; 2025Q3: 2,677 shares; 2025Q4: 4,685 shares 4,685 $593K <0.01% +2,008 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,758 shares 7,758 $592K <0.01% new Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 261,562 shares; 2025Q1: 261,562 shares; 2025Q2: 241,784 shares; 2025Q3: 54,246 shares; 2025Q4: 53,847 shares 53,847 $592K <0.01% -399 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 11,229 shares; 2025Q1: 14,341 shares; 2025Q2: 20,382 shares; 2025Q3: 21,697 shares; 2025Q4: 21,132 shares 21,132 $592K <0.01% -565 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,049 shares; 2025Q1: 1,972 shares; 2025Q2: 2,204 shares; 2025Q3: 2,511 shares; 2025Q4: 5,205 shares 5,205 $591K <0.01% +2,694 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,660 shares; 2025Q1: 23,162 shares; 2025Q2: 26,594 shares; 2025Q3: 24,861 shares; 2025Q4: 25,130 shares 25,130 $587K <0.01% +269 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,058 shares 30,058 $587K <0.01% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 4,052 shares; 2025Q1: 4,015 shares; 2025Q2: 5,166 shares; 2025Q3: 5,945 shares; 2025Q4: 6,319 shares 6,319 $587K <0.01% +374 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: not reported; 2025Q1: 3,728 shares; 2025Q2: 5,547 shares; 2025Q3: 5,759 shares; 2025Q4: 7,148 shares 7,148 $586K <0.01% +1,389 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 7,033 shares; 2025Q4: 6,862 shares 6,862 $585K <0.01% -171 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 4,356 shares; 2025Q2: 10,045 shares; 2025Q3: not reported; 2025Q4: 15,576 shares 15,576 $585K <0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,686 shares; 2024Q4: 10,947 shares; 2025Q1: 10,630 shares; 2025Q2: 10,128 shares; 2025Q3: 9,655 shares; 2025Q4: 8,560 shares 8,560 $584K <0.01% -1,095 Timeline JULJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,914 shares; 2024Q4: 34,326 shares; 2025Q1: 34,145 shares; 2025Q2: 30,289 shares; 2025Q3: 24,527 shares; 2025Q4: 23,423 shares 23,423 $584K <0.01% -1,104 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 19,716 shares; 2025Q1: 9,831 shares; 2025Q2: 9,339 shares; 2025Q3: 7,306 shares; 2025Q4: 8,736 shares 8,736 $580K <0.01% +1,430 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 5,176 shares; 2025Q1: 2,733 shares; 2025Q2: 5,693 shares; 2025Q3: 2,731 shares; 2025Q4: 2,744 shares 2,744 $578K <0.01% +13 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 8,570 shares; 2025Q1: 8,618 shares; 2025Q2: 8,611 shares; 2025Q3: 9,034 shares; 2025Q4: 9,843 shares 9,843 $577K <0.01% +809 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 9,897 shares; 2025Q1: 11,965 shares; 2025Q2: 11,852 shares; 2025Q3: 10,529 shares; 2025Q4: 13,307 shares 13,307 $577K <0.01% +2,778 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 13,519 shares; 2025Q4: 28,339 shares 28,339 $577K <0.01% +14,820 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF 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: 4,885 shares; 2025Q2: 7,042 shares; 2025Q3: 7,049 shares; 2025Q4: 8,053 shares 8,053 $575K <0.01% +1,004 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,807 shares; 2024Q4: 56,195 shares; 2025Q1: 53,752 shares; 2025Q2: 59,977 shares; 2025Q3: 52,013 shares; 2025Q4: 56,689 shares 56,689 $573K <0.01% +4,676 Timeline QHY 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: 7,386 shares; 2024Q4: 7,253 shares; 2025Q1: 7,070 shares; 2025Q2: 6,604 shares; 2025Q3: 7,058 shares; 2025Q4: 12,314 shares 12,314 $572K <0.01% +5,256 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,042 shares; 2024Q4: 43,443 shares; 2025Q1: 38,315 shares; 2025Q2: 37,553 shares; 2025Q3: 20,980 shares; 2025Q4: 21,757 shares 21,757 $572K <0.01% +777 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,829 shares; 2024Q4: 15,053 shares; 2025Q1: 13,965 shares; 2025Q2: 15,845 shares; 2025Q3: 15,799 shares; 2025Q4: 14,140 shares 14,140 $572K <0.01% -1,659 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,462 shares; 2025Q4: 12,010 shares 12,010 $571K <0.01% +4,548 Timeline XHE 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: 6,371 shares; 2025Q4: 6,468 shares 6,468 $571K <0.01% +97 Timeline TMFC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,932 shares 7,932 $569K <0.01% new Timeline JULU 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: 21,507 shares; 2024Q4: 18,311 shares; 2025Q1: 19,124 shares; 2025Q2: 19,496 shares; 2025Q3: 19,286 shares; 2025Q4: 19,077 shares 19,077 $567K <0.01% -209 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,492 shares; 2025Q1: 3,773 shares; 2025Q2: 3,608 shares; 2025Q3: 3,508 shares; 2025Q4: 3,802 shares 3,802 $567K <0.01% +294 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,742 shares; 2025Q1: 4,941 shares; 2025Q2: 4,755 shares; 2025Q3: 5,497 shares; 2025Q4: 5,620 shares 5,620 $567K <0.01% +123 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,043 shares; 2024Q4: 12,808 shares; 2025Q1: 13,181 shares; 2025Q2: 14,656 shares; 2025Q3: 12,878 shares; 2025Q4: 11,887 shares 11,887 $566K <0.01% -991 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,736 shares 9,736 $564K <0.01% new Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,524 shares; 2024Q4: 221,557 shares; 2025Q1: 165,841 shares; 2025Q2: 214,021 shares; 2025Q3: 161,745 shares; 2025Q4: 113,455 shares 113,455 $564K <0.01% -48,290 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,847 shares; 2024Q4: 30,020 shares; 2025Q1: 30,950 shares; 2025Q2: 14,192 shares; 2025Q3: 11,989 shares; 2025Q4: 11,850 shares 11,850 $564K <0.01% -139 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL 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: 16,957 shares 16,957 $563K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,257 shares; 2025Q1: 1,707 shares; 2025Q2: 2,133 shares; 2025Q3: 2,180 shares; 2025Q4: 2,217 shares 2,217 $562K <0.01% +37 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,642 shares; 2025Q4: 27,323 shares 27,323 $561K <0.01% +1,681 Timeline RDIV 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: 23,428 shares; 2024Q4: 15,378 shares; 2025Q1: 11,713 shares; 2025Q2: 11,199 shares; 2025Q3: 10,409 shares; 2025Q4: 10,757 shares 10,757 $560K <0.01% +348 Timeline IDLV 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: 13,153 shares; 2024Q4: 12,235 shares; 2025Q1: 11,329 shares; 2025Q2: 14,299 shares; 2025Q3: 15,908 shares; 2025Q4: 16,484 shares 16,484 $559K <0.01% +576 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,042 shares; 2024Q4: 14,123 shares; 2025Q1: 15,085 shares; 2025Q2: 16,458 shares; 2025Q3: 15,398 shares; 2025Q4: 15,642 shares 15,642 $558K <0.01% +244 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,437 shares; 2025Q1: 1,943 shares; 2025Q2: 1,845 shares; 2025Q3: 1,554 shares; 2025Q4: 3,213 shares 3,213 $558K <0.01% +1,659 Timeline FDEV 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: 6,979 shares; 2024Q4: 11,336 shares; 2025Q1: 10,622 shares; 2025Q2: 10,578 shares; 2025Q3: 13,351 shares; 2025Q4: 16,072 shares 16,072 $556K <0.01% +2,721 Timeline BBJP 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: 5,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 8,434 shares 8,434 $556K <0.01% +4,309 Timeline PY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,633 shares 10,633 $555K <0.01% new Timeline GSUS 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: 5,622 shares; 2024Q4: 6,081 shares; 2025Q1: 6,053 shares; 2025Q2: 5,120 shares; 2025Q3: 4,861 shares; 2025Q4: 5,873 shares 5,873 $554K <0.01% +1,012 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares 5,500 $554K <0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 11,581 shares; 2025Q1: 8,934 shares; 2025Q2: 12,225 shares; 2025Q3: 9,830 shares; 2025Q4: 9,931 shares 9,931 $554K <0.01% +101 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 5,428 shares; 2025Q3: 5,379 shares; 2025Q4: 13,290 shares 13,290 $554K <0.01% +7,911 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 3,941 shares; 2025Q1: 4,652 shares; 2025Q2: 3,729 shares; 2025Q3: 8,178 shares; 2025Q4: 6,571 shares 6,571 $554K <0.01% -1,607 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 6,847 shares; 2025Q1: 6,747 shares; 2025Q2: 6,488 shares; 2025Q3: 3,297 shares; 2025Q4: 3,051 shares 3,051 $553K <0.01% -246 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,407 shares; 2024Q4: 44,483 shares; 2025Q1: 44,566 shares; 2025Q2: 45,659 shares; 2025Q3: 41,589 shares; 2025Q4: 38,654 shares 38,654 $553K <0.01% -2,935 Timeline FMF 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: 12,491 shares; 2024Q4: 13,835 shares; 2025Q1: 11,219 shares; 2025Q2: 10,192 shares; 2025Q3: 9,990 shares; 2025Q4: 11,752 shares 11,752 $553K <0.01% +1,762 Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS 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: 78,700 shares 78,700 $552K <0.01% new Timeline JPIN 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: 12,036 shares; 2024Q4: 12,326 shares; 2025Q1: 8,562 shares; 2025Q2: 7,380 shares; 2025Q3: 6,923 shares; 2025Q4: 8,094 shares 8,094 $552K <0.01% +1,171 Timeline PBFB 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: 18,215 shares; 2025Q2: 18,215 shares; 2025Q3: 18,090 shares; 2025Q4: 18,090 shares 18,090 $551K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,329 shares; 2024Q4: 3,418 shares; 2025Q1: 3,385 shares; 2025Q2: 2,257 shares; 2025Q3: not reported; 2025Q4: 4,444 shares 4,444 $547K <0.01% new Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,959 shares; 2024Q4: 15,108 shares; 2025Q1: 12,413 shares; 2025Q2: 16,738 shares; 2025Q3: 13,088 shares; 2025Q4: 13,228 shares 13,228 $545K <0.01% +140 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,276 shares; 2025Q2: 13,129 shares; 2025Q3: 13,943 shares; 2025Q4: 20,966 shares 20,966 $545K <0.01% +7,023 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,537 shares; 2024Q4: 69,242 shares; 2025Q1: 62,322 shares; 2025Q2: 64,942 shares; 2025Q3: 56,041 shares; 2025Q4: 57,521 shares 57,521 $545K <0.01% +1,480 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,343 shares; 2024Q4: 144,994 shares; 2025Q1: 145,380 shares; 2025Q2: 129,280 shares; 2025Q3: 127,798 shares; 2025Q4: 11,756 shares 11,756 $544K <0.01% -116,042 Timeline PBNV 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: 18,498 shares 18,498 $544K <0.01% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,471 shares; 2025Q1: 1,871 shares; 2025Q2: 4,636 shares; 2025Q3: 2,620 shares; 2025Q4: 3,033 shares 3,033 $543K <0.01% +413 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 10,304 shares; 2025Q1: 9,185 shares; 2025Q2: 8,618 shares; 2025Q3: 7,307 shares; 2025Q4: 7,224 shares 7,224 $543K <0.01% -83 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,873 shares; 2025Q1: 5,223 shares; 2025Q2: 4,330 shares; 2025Q3: 5,374 shares; 2025Q4: 4,851 shares 4,851 $543K <0.01% -523 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,606 shares; 2025Q1: 3,510 shares; 2025Q2: 3,355 shares; 2025Q3: 3,490 shares; 2025Q4: 3,109 shares 3,109 $542K <0.01% -381 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 2,609 shares; 2025Q2: 1,196 shares; 2025Q3: 1,331 shares; 2025Q4: 2,585 shares 2,585 $540K <0.01% +1,254 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,994 shares; 2025Q4: 10,177 shares 10,177 $540K <0.01% +183 Timeline DEW 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: 11,171 shares; 2024Q4: 9,399 shares; 2025Q1: 16,257 shares; 2025Q2: 9,258 shares; 2025Q3: 8,742 shares; 2025Q4: 8,744 shares 8,744 $539K <0.01% +2 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,573 shares; 2025Q3: 10,789 shares; 2025Q4: 15,051 shares 15,051 $538K <0.01% +4,262 Timeline EVSM 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: 4,776 shares; 2025Q3: 8,813 shares; 2025Q4: 10,642 shares 10,642 $536K <0.01% +1,829 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,665 shares; 2024Q4: 16,089 shares; 2025Q1: 16,510 shares; 2025Q2: 19,958 shares; 2025Q3: 23,973 shares; 2025Q4: 25,574 shares 25,574 $533K <0.01% +1,601 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,219 shares; 2025Q1: 3,119 shares; 2025Q2: 3,119 shares; 2025Q3: 4,026 shares; 2025Q4: 5,328 shares 5,328 $532K <0.01% +1,302 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,285 shares; 2025Q1: 36,285 shares; 2025Q2: 36,549 shares; 2025Q3: 35,786 shares; 2025Q4: 41,013 shares 41,013 $532K <0.01% +5,227 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,500 shares; 2024Q4: 22,339 shares; 2025Q1: 23,517 shares; 2025Q2: 26,576 shares; 2025Q3: 23,629 shares; 2025Q4: 23,953 shares 23,953 $531K <0.01% +324 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,176 shares; 2025Q2: 10,569 shares; 2025Q3: 14,047 shares; 2025Q4: 12,791 shares 12,791 $531K <0.01% -1,256 Timeline CING CINGULATE INC More: the full row for CINGULATE 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: 94,021 shares; 2025Q4: 122,000 shares 122,000 $529K <0.01% +27,979 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,575 shares; 2025Q1: 49,440 shares; 2025Q2: 51,351 shares; 2025Q3: 51,577 shares; 2025Q4: 43,348 shares 43,348 $529K <0.01% -8,229 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,516 shares; 2025Q1: 1,056 shares; 2025Q2: 2,226 shares; 2025Q3: 2,056 shares; 2025Q4: 2,062 shares 2,062 $528K <0.01% +6 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS 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: 17,926 shares; 2025Q2: 14,061 shares; 2025Q3: 14,075 shares; 2025Q4: 14,089 shares 14,089 $528K <0.01% +14 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,982 shares 8,982 $528K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,167 shares; 2024Q4: 12,068 shares; 2025Q1: 13,731 shares; 2025Q2: 11,460 shares; 2025Q3: 114,153 shares; 2025Q4: 11,564 shares 11,564 $528K <0.01% -102,589 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,845 shares; 2025Q1: 3,856 shares; 2025Q2: 5,177 shares; 2025Q3: 5,167 shares; 2025Q4: 5,172 shares 5,172 $525K <0.01% +5 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,098 shares; 2024Q4: 55,053 shares; 2025Q1: 28,162 shares; 2025Q2: 15,056 shares; 2025Q3: 15,743 shares; 2025Q4: 18,842 shares 18,842 $525K <0.01% +3,099 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 9,890 shares; 2025Q1: 7,124 shares; 2025Q2: 7,059 shares; 2025Q3: 6,808 shares; 2025Q4: 6,315 shares 6,315 $524K <0.01% -493 Timeline STXK 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: 3,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,711 shares 15,711 $523K <0.01% new Timeline EVTR 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: 4,077 shares; 2025Q2: 10,842 shares; 2025Q3: 10,196 shares; 2025Q4: 10,144 shares 10,144 $522K <0.01% -52 Timeline IBTM 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: 45,628 shares; 2024Q4: 49,971 shares; 2025Q1: 25,653 shares; 2025Q2: 27,544 shares; 2025Q3: 23,040 shares; 2025Q4: 22,632 shares 22,632 $522K <0.01% -408 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,911 shares; 2025Q2: 5,058 shares; 2025Q3: 5,891 shares; 2025Q4: 6,633 shares 6,633 $522K <0.01% +742 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 9,961 shares; 2025Q1: 8,899 shares; 2025Q2: 8,005 shares; 2025Q3: 8,282 shares; 2025Q4: 8,277 shares 8,277 $521K <0.01% -5 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,118 shares; 2024Q4: 11,380 shares; 2025Q1: 11,842 shares; 2025Q2: 27,317 shares; 2025Q3: 22,790 shares; 2025Q4: 37,915 shares 37,915 $521K <0.01% +15,125 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 4,272 shares; 2025Q3: 4,424 shares; 2025Q4: 4,903 shares 4,903 $520K <0.01% +479 Timeline ZAPR 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: 22,393 shares; 2025Q3: 20,269 shares; 2025Q4: 20,169 shares 20,169 $520K <0.01% -100 Timeline FFSM 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: 12,298 shares; 2024Q4: 24,480 shares; 2025Q1: 17,591 shares; 2025Q2: 25,783 shares; 2025Q3: 16,276 shares; 2025Q4: 16,874 shares 16,874 $518K <0.01% +598 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,565 shares; 2025Q1: 5,000 shares; 2025Q2: 5,146 shares; 2025Q3: 6,740 shares; 2025Q4: 7,119 shares 7,119 $518K <0.01% +379 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 2,956 shares; 2025Q1: 2,859 shares; 2025Q2: 2,918 shares; 2025Q3: 5,247 shares; 2025Q4: 5,315 shares 5,315 $518K <0.01% +68 Timeline CMBS 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: 6,439 shares; 2025Q1: 5,492 shares; 2025Q2: 10,043 shares; 2025Q3: 10,512 shares; 2025Q4: 10,502 shares 10,502 $515K <0.01% -10 Timeline XSW 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: 7,689 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares 2,753 $515K <0.01% 0 Timeline DBJP 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: 4,421 shares; 2024Q4: 4,334 shares; 2025Q1: 3,288 shares; 2025Q2: 4,495 shares; 2025Q3: 5,483 shares; 2025Q4: 5,441 shares 5,441 $515K <0.01% -42 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,538 shares; 2025Q4: 24,651 shares 24,651 $513K <0.01% -54,887 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,262 shares; 2024Q4: 6,167 shares; 2025Q1: 5,907 shares; 2025Q2: 7,218 shares; 2025Q3: 5,812 shares; 2025Q4: 5,928 shares 5,928 $512K <0.01% +116 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,865 shares; 2025Q4: 6,685 shares 6,685 $511K <0.01% -180 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,418 shares; 2025Q1: 4,008 shares; 2025Q2: 3,847 shares; 2025Q3: 3,904 shares; 2025Q4: 4,055 shares 4,055 $510K <0.01% +151 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,772 shares; 2025Q1: 1,681 shares; 2025Q2: 2,096 shares; 2025Q3: 2,158 shares; 2025Q4: 2,506 shares 2,506 $509K <0.01% +348 Timeline QCJL 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: 19,217 shares; 2024Q4: 19,467 shares; 2025Q1: 18,922 shares; 2025Q2: 19,736 shares; 2025Q3: 21,505 shares; 2025Q4: 21,377 shares 21,377 $507K <0.01% -128 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,685 shares; 2025Q1: 12,336 shares; 2025Q2: 13,068 shares; 2025Q3: 14,757 shares; 2025Q4: 14,451 shares 14,451 $507K <0.01% -306 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 9,369 shares; 2025Q1: 8,263 shares; 2025Q2: 8,364 shares; 2025Q3: 11,048 shares; 2025Q4: 11,353 shares 11,353 $506K <0.01% +305 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,708 shares; 2024Q4: 47,509 shares; 2025Q1: 40,972 shares; 2025Q2: 40,170 shares; 2025Q3: 40,446 shares; 2025Q4: 43,198 shares 43,198 $506K <0.01% +2,752 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 4,400 shares; 2025Q1: 4,391 shares; 2025Q2: 4,478 shares; 2025Q3: 4,372 shares; 2025Q4: 4,657 shares 4,657 $506K <0.01% +285 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 5,303 shares; 2025Q4: 5,368 shares 5,368 $505K <0.01% +65 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,619 shares; 2024Q4: 80,337 shares; 2025Q1: 29,115 shares; 2025Q2: 71,767 shares; 2025Q3: 30,826 shares; 2025Q4: 64,428 shares 64,428 $504K <0.01% +33,602 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: not reported; 2025Q1: 10,915 shares; 2025Q2: 12,128 shares; 2025Q3: 17,996 shares; 2025Q4: 19,390 shares 19,390 $503K <0.01% +1,394 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,364 shares; 2025Q1: 12,021 shares; 2025Q2: 12,074 shares; 2025Q3: 19,314 shares; 2025Q4: 10,958 shares 10,958 $503K <0.01% -8,356 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,138 shares; 2025Q3: 1,233 shares; 2025Q4: 1,641 shares 1,641 $503K <0.01% +408 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,947 shares; 2025Q1: 4,075 shares; 2025Q2: 4,064 shares; 2025Q3: 3,948 shares; 2025Q4: 8,178 shares 8,178 $502K <0.01% +4,230 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 221 shares; 2025Q4: 234 shares 234 $502K <0.01% +13 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 18,133 shares; 2025Q1: 20,754 shares; 2025Q2: 28,225 shares; 2025Q3: 30,986 shares; 2025Q4: 28,699 shares 28,699 $502K <0.01% -2,287 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO 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: 3,426 shares; 2025Q4: 6,273 shares 6,273 $502K <0.01% +2,847 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 27,780 shares; 2025Q4: 26,280 shares 26,280 $501K <0.01% -1,500 ABND 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: 9,741 shares; 2024Q4: 12,438 shares; 2025Q1: 14,676 shares; 2025Q2: 8,621 shares; 2025Q3: 10,568 shares; 2025Q4: 11,329 shares 11,329 $500K <0.01% +761 Timeline XIJN 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: 11,439 shares; 2024Q4: 11,487 shares; 2025Q1: 12,332 shares; 2025Q2: 12,654 shares; 2025Q3: 15,930 shares; 2025Q4: 16,132 shares 16,132 $500K <0.01% +202 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,596 shares; 2024Q4: 12,653 shares; 2025Q1: 6,755 shares; 2025Q2: 13,390 shares; 2025Q3: 7,345 shares; 2025Q4: 7,345 shares 7,345 $500K <0.01% 0 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares 9,200 $500K <0.01% 0 Timeline YDEC 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: 11,096 shares; 2024Q4: 12,107 shares; 2025Q1: 11,284 shares; 2025Q2: 14,219 shares; 2025Q3: 14,479 shares; 2025Q4: 19,057 shares 19,057 $499K <0.01% +4,578 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 7,718 shares; 2025Q1: 2,695 shares; 2025Q2: 7,147 shares; 2025Q3: 185,815 shares; 2025Q4: 6,570 shares 6,570 $498K <0.01% -179,245 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 684 shares; 2025Q1: 724 shares; 2025Q2: 941 shares; 2025Q3: 1,354 shares; 2025Q4: 1,241 shares 1,241 $498K <0.01% -113 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 5,865 shares; 2025Q1: 6,742 shares; 2025Q2: 8,166 shares; 2025Q3: 8,533 shares; 2025Q4: 6,318 shares 6,318 $497K <0.01% -2,215 Timeline TBJL 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: 29,193 shares; 2024Q4: 27,893 shares; 2025Q1: 28,013 shares; 2025Q2: 27,038 shares; 2025Q3: 24,918 shares; 2025Q4: 24,918 shares 24,918 $496K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,219 shares; 2025Q1: 2,711 shares; 2025Q2: 2,963 shares; 2025Q3: 3,043 shares; 2025Q4: 2,987 shares 2,987 $496K <0.01% -56 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,976 shares; 2025Q1: not reported; 2025Q2: 4,046 shares; 2025Q3: 7,539 shares; 2025Q4: 8,000 shares 8,000 $494K <0.01% +461 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,648 shares; 2024Q4: 10,140 shares; 2025Q1: 9,504 shares; 2025Q2: 7,391 shares; 2025Q3: not reported; 2025Q4: 20,859 shares 20,859 $494K <0.01% new Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,220 shares; 2025Q4: 9,676 shares 9,676 $493K <0.01% +1,456 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,532 shares 6,532 $493K <0.01% new Timeline GTEK 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: 10,611 shares; 2025Q4: 12,326 shares 12,326 $493K <0.01% +1,715 Timeline CPER 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,062 shares; 2025Q3: 13,114 shares; 2025Q4: 14,074 shares 14,074 $492K <0.01% +960 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 6,715 shares; 2025Q1: 4,193 shares; 2025Q2: 5,176 shares; 2025Q3: 4,923 shares; 2025Q4: 4,741 shares 4,741 $491K <0.01% -182 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 7,779 shares; 2025Q1: 4,134 shares; 2025Q2: 4,479 shares; 2025Q3: 5,191 shares; 2025Q4: 6,774 shares 6,774 $491K <0.01% +1,583 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,983 shares; 2024Q4: 18,797 shares; 2025Q1: 21,441 shares; 2025Q2: 34,142 shares; 2025Q3: 43,959 shares; 2025Q4: 41,823 shares 41,823 $491K <0.01% -2,136 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,500 shares 23,500 $489K <0.01% new Timeline JANM 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: 12,693 shares; 2025Q2: 14,807 shares; 2025Q3: 14,807 shares; 2025Q4: 14,807 shares 14,807 $489K <0.01% 0 Timeline IMAY 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: 15,921 shares; 2025Q3: 16,666 shares; 2025Q4: 16,271 shares 16,271 $487K <0.01% -395 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 6,330 shares; 2025Q1: 3,000 shares; 2025Q2: 5,280 shares; 2025Q3: 3,392 shares; 2025Q4: 3,708 shares 3,708 $486K <0.01% +316 Timeline IHE 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: 5,332 shares; 2024Q4: 5,125 shares; 2025Q1: 5,264 shares; 2025Q2: 4,790 shares; 2025Q3: 4,720 shares; 2025Q4: 5,732 shares 5,732 $486K <0.01% +1,012 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,999 shares; 2024Q4: 13,580 shares; 2025Q1: 12,016 shares; 2025Q2: 12,908 shares; 2025Q3: 11,807 shares; 2025Q4: 9,893 shares 9,893 $486K <0.01% -1,914 Timeline FNDE 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: 11,235 shares; 2024Q4: 11,597 shares; 2025Q1: 13,338 shares; 2025Q2: 15,595 shares; 2025Q3: 12,463 shares; 2025Q4: 13,475 shares 13,475 $486K <0.01% +1,012 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 6,762 shares; 2025Q1: 3,539 shares; 2025Q2: 4,196 shares; 2025Q3: 3,758 shares; 2025Q4: 2,652 shares 2,652 $484K <0.01% -1,106 Timeline CVRT CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,117 shares; 2025Q1: 9,135 shares; 2025Q2: 9,151 shares; 2025Q3: 12,629 shares; 2025Q4: 12,693 shares 12,693 $484K <0.01% +64 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 6,630 shares; 2025Q1: 6,694 shares; 2025Q2: 6,539 shares; 2025Q3: 6,584 shares; 2025Q4: 6,553 shares 6,553 $483K <0.01% -31 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,297 shares; 2025Q1: 3,914 shares; 2025Q2: 4,017 shares; 2025Q3: 4,221 shares; 2025Q4: 5,096 shares 5,096 $482K <0.01% +875 Timeline PBE 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: 4,706 shares; 2024Q4: 7,089 shares; 2025Q1: 6,860 shares; 2025Q2: 5,970 shares; 2025Q3: 5,918 shares; 2025Q4: 5,869 shares 5,869 $482K <0.01% -49 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,930 shares; 2024Q4: 31,800 shares; 2025Q1: 19,173 shares; 2025Q2: 27,144 shares; 2025Q3: 16,788 shares; 2025Q4: 13,239 shares 13,239 $481K <0.01% -3,549 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,923 shares; 2025Q1: 14,760 shares; 2025Q2: 20,632 shares; 2025Q3: 22,231 shares; 2025Q4: 36,428 shares 36,428 $481K <0.01% +14,197 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,078 shares; 2025Q1: 79,882 shares; 2025Q2: 82,099 shares; 2025Q3: 81,129 shares; 2025Q4: 85,862 shares 85,862 $481K <0.01% +4,733 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 8,079 shares; 2025Q1: 8,083 shares; 2025Q2: 7,931 shares; 2025Q3: 7,936 shares; 2025Q4: 8,656 shares 8,656 $480K <0.01% +720 Timeline QVML 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: 22,081 shares; 2025Q1: 17,181 shares; 2025Q2: 11,781 shares; 2025Q3: 11,934 shares; 2025Q4: 11,937 shares 11,937 $480K <0.01% +3 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,393 shares; 2024Q4: 33,348 shares; 2025Q1: 34,479 shares; 2025Q2: 31,190 shares; 2025Q3: 29,706 shares; 2025Q4: 29,735 shares 29,735 $479K <0.01% +29 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,447 shares 18,447 $479K <0.01% new Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,847 shares; 2025Q1: 77,010 shares; 2025Q2: 74,685 shares; 2025Q3: 76,177 shares; 2025Q4: 81,400 shares 81,400 $479K <0.01% +5,223 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 10,383 shares; 2025Q1: 7,891 shares; 2025Q2: 7,858 shares; 2025Q3: 8,632 shares; 2025Q4: 8,658 shares 8,658 $478K <0.01% +26 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 3,988 shares; 2025Q1: 4,210 shares; 2025Q2: 5,803 shares; 2025Q3: 6,014 shares; 2025Q4: 6,442 shares 6,442 $478K <0.01% +428 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,880 shares; 2024Q4: 69,132 shares; 2025Q1: 59,526 shares; 2025Q2: 73,670 shares; 2025Q3: 62,322 shares; 2025Q4: 52,056 shares 52,056 $478K <0.01% -10,266 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,264 shares; 2025Q1: 46,500 shares; 2025Q2: 44,450 shares; 2025Q3: 42,112 shares; 2025Q4: 44,387 shares 44,387 $477K <0.01% +2,275 Timeline BWX 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: 30,754 shares; 2024Q4: 29,453 shares; 2025Q1: 27,311 shares; 2025Q2: 30,042 shares; 2025Q3: 23,308 shares; 2025Q4: 21,172 shares 21,172 $477K <0.01% -2,136 Timeline TBLL 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: 50,159 shares; 2024Q4: 55,306 shares; 2025Q1: 49,960 shares; 2025Q2: 51,477 shares; 2025Q3: 7,497 shares; 2025Q4: 4,515 shares 4,515 $477K <0.01% -2,982 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 6,486 shares; 2025Q1: 6,329 shares; 2025Q2: 6,377 shares; 2025Q3: 6,441 shares; 2025Q4: 6,310 shares 6,310 $477K <0.01% -131 Timeline DFSU 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: 10,958 shares; 2024Q4: 10,958 shares; 2025Q1: 10,958 shares; 2025Q2: 10,973 shares; 2025Q3: 10,973 shares; 2025Q4: 10,973 shares 10,973 $477K <0.01% 0 Timeline VSEC VSE CORP More: the full row for VSE 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: 2,096 shares; 2025Q2: 2,122 shares; 2025Q3: 2,110 shares; 2025Q4: 2,754 shares 2,754 $476K <0.01% +644 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,307 shares; 2025Q1: 3,114 shares; 2025Q2: 2,975 shares; 2025Q3: 3,057 shares; 2025Q4: 3,337 shares 3,337 $476K <0.01% +280 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 7,947 shares; 2025Q1: 6,693 shares; 2025Q2: 8,529 shares; 2025Q3: 8,933 shares; 2025Q4: 9,323 shares 9,323 $474K <0.01% +390 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 7,341 shares; 2025Q1: 6,153 shares; 2025Q2: 5,979 shares; 2025Q3: 6,720 shares; 2025Q4: 6,825 shares 6,825 $474K <0.01% +105 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,438 shares 6,438 $472K <0.01% new Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 6,494 shares; 2025Q4: 5,990 shares 5,990 $472K <0.01% -504 Timeline GSSC 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: 6,237 shares 6,237 $472K <0.01% new Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 125,640 shares; 2025Q3: 364,885 shares; 2025Q4: 261,885 shares 261,885 $471K <0.01% -103,000 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,929 shares 8,929 $471K <0.01% new Timeline MCH MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,651 shares; 2025Q3: 14,651 shares; 2025Q4: 16,679 shares 16,679 $470K <0.01% +2,028 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,390 shares; 2025Q4: 2,365 shares 2,365 $470K <0.01% +975 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,707 shares; 2025Q1: 2,716 shares; 2025Q2: 2,557 shares; 2025Q3: 2,494 shares; 2025Q4: 2,307 shares 2,307 $469K <0.01% -187 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,693 shares; 2025Q2: 41,693 shares; 2025Q3: 23,593 shares; 2025Q4: 23,793 shares 23,793 $469K <0.01% +200 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,515 shares; 2024Q4: 68,009 shares; 2025Q1: 63,767 shares; 2025Q2: 63,767 shares; 2025Q3: 59,183 shares; 2025Q4: 60,855 shares 60,855 $469K <0.01% +1,672 Timeline IFV 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: 28,112 shares; 2024Q4: 32,305 shares; 2025Q1: 25,711 shares; 2025Q2: 25,764 shares; 2025Q3: 19,215 shares; 2025Q4: 18,848 shares 18,848 $468K <0.01% -367 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,701 shares; 2024Q4: 31,590 shares; 2025Q1: 23,425 shares; 2025Q2: 8,269 shares; 2025Q3: 7,699 shares; 2025Q4: 7,956 shares 7,956 $468K <0.01% +257 Timeline IGBH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,991 shares 18,991 $468K <0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 18,920 shares; 2025Q1: 14,259 shares; 2025Q2: 22,885 shares; 2025Q3: 16,229 shares; 2025Q4: 15,666 shares 15,666 $467K <0.01% -563 Timeline HYXF 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: 13,598 shares; 2024Q4: 13,884 shares; 2025Q1: 10,948 shares; 2025Q2: 10,913 shares; 2025Q3: 11,000 shares; 2025Q4: 9,858 shares 9,858 $466K <0.01% -1,142 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,912 shares; 2025Q2: 7,246 shares; 2025Q3: 7,052 shares; 2025Q4: 8,369 shares 8,369 $466K <0.01% +1,317 Timeline OGIG 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: 8,195 shares; 2024Q4: 8,330 shares; 2025Q1: 8,440 shares; 2025Q2: 8,790 shares; 2025Q3: 8,790 shares; 2025Q4: 8,841 shares 8,841 $465K <0.01% +51 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,247 shares; 2024Q4: 29,897 shares; 2025Q1: 17,304 shares; 2025Q2: 29,516 shares; 2025Q3: 17,588 shares; 2025Q4: 17,593 shares 17,593 $463K <0.01% +5 Timeline SPXE 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: 4,655 shares; 2024Q4: 6,228 shares; 2025Q1: 6,228 shares; 2025Q2: 6,240 shares; 2025Q3: 6,258 shares; 2025Q4: 6,266 shares 6,266 $463K <0.01% +8 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 8,051 shares; 2025Q1: 7,546 shares; 2025Q2: 7,613 shares; 2025Q3: 8,611 shares; 2025Q4: 7,143 shares 7,143 $463K <0.01% -1,468 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 35,963 shares 35,963 $462K <0.01% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 4,834 shares; 2025Q1: 11,172 shares; 2025Q2: not reported; 2025Q3: 9,435 shares; 2025Q4: 13,043 shares 13,043 $462K <0.01% +3,608 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,954 shares; 2024Q4: 37,876 shares; 2025Q1: 37,243 shares; 2025Q2: 50,366 shares; 2025Q3: 70,172 shares; 2025Q4: 76,644 shares 76,644 $462K <0.01% +6,472 Timeline IBMQ 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: 15,759 shares; 2024Q4: 23,031 shares; 2025Q1: 13,085 shares; 2025Q2: 19,081 shares; 2025Q3: 9,109 shares; 2025Q4: 18,063 shares 18,063 $462K <0.01% +8,954 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 7,242 shares; 2025Q4: 6,689 shares 6,689 $462K <0.01% -553 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,414 shares; 2025Q1: 2,215 shares; 2025Q2: 3,794 shares; 2025Q3: 2,799 shares; 2025Q4: 2,642 shares 2,642 $460K <0.01% -157 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,198 shares; 2025Q1: 6,154 shares; 2025Q2: 5,697 shares; 2025Q3: 5,879 shares; 2025Q4: 6,196 shares 6,196 $460K <0.01% +317 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,203 shares; 2025Q3: 8,612 shares; 2025Q4: 7,731 shares 7,731 $460K <0.01% -881 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,617 shares; 2024Q4: 21,366 shares; 2025Q1: 32,701 shares; 2025Q2: 40,902 shares; 2025Q3: 44,977 shares; 2025Q4: 46,099 shares 46,099 $460K <0.01% +1,122 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 4,720 shares; 2025Q1: 5,058 shares; 2025Q2: 4,795 shares; 2025Q3: 4,919 shares; 2025Q4: 4,386 shares 4,386 $459K <0.01% -533 Timeline DFSB 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: 6,487 shares; 2024Q4: 9,495 shares; 2025Q1: 6,498 shares; 2025Q2: 9,442 shares; 2025Q3: 6,693 shares; 2025Q4: 8,862 shares 8,862 $459K <0.01% +2,169 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 8,588 shares; 2025Q1: 7,936 shares; 2025Q2: 2,854 shares; 2025Q3: 2,862 shares; 2025Q4: 2,372 shares 2,372 $459K <0.01% -490 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,726 shares; 2025Q4: 4,686 shares 4,686 $458K <0.01% -40 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,530 shares; 2025Q1: 7,379 shares; 2025Q2: 8,273 shares; 2025Q3: 9,344 shares; 2025Q4: 11,938 shares 11,938 $458K <0.01% +2,594 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,603 shares; 2025Q1: 1,523 shares; 2025Q2: 1,586 shares; 2025Q3: 1,535 shares; 2025Q4: 1,510 shares 1,510 $456K <0.01% -25 Timeline RSPS 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: 16,692 shares; 2024Q4: 15,758 shares; 2025Q1: 13,007 shares; 2025Q2: 12,307 shares; 2025Q3: 14,410 shares; 2025Q4: 15,725 shares 15,725 $456K <0.01% +1,315 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,746 shares; 2025Q1: 16,596 shares; 2025Q2: 23,099 shares; 2025Q3: 50,403 shares; 2025Q4: 38,787 shares 38,787 $456K <0.01% -11,616 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,722 shares; 2025Q1: 11,189 shares; 2025Q2: 10,680 shares; 2025Q3: 10,550 shares; 2025Q4: 9,734 shares 9,734 $455K <0.01% -816 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,074 shares 5,074 $455K <0.01% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 208,328 shares; 2025Q4: 38,229 shares 38,229 $455K <0.01% -170,099 Timeline IBTJ 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: 12,662 shares; 2024Q4: 13,407 shares; 2025Q1: not reported; 2025Q2: 11,569 shares; 2025Q3: 16,708 shares; 2025Q4: 20,718 shares 20,718 $455K <0.01% +4,010 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,055 shares; 2025Q1: 50,055 shares; 2025Q2: 50,055 shares; 2025Q3: 50,020 shares; 2025Q4: 57,020 shares 57,020 $453K <0.01% +7,000 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,827 shares; 2024Q4: 7,954 shares; 2025Q1: 6,927 shares; 2025Q2: 6,646 shares; 2025Q3: 6,763 shares; 2025Q4: 8,794 shares 8,794 $453K <0.01% +2,031 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 247 shares; 2025Q1: 308 shares; 2025Q2: 249 shares; 2025Q3: 259 shares; 2025Q4: 324 shares 324 $452K <0.01% +65 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,257 shares; 2024Q4: 54,053 shares; 2025Q1: 58,091 shares; 2025Q2: 60,921 shares; 2025Q3: 60,525 shares; 2025Q4: 60,802 shares 60,802 $451K <0.01% +277 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 15,608 shares; 2025Q1: 15,429 shares; 2025Q2: 19,460 shares; 2025Q3: 10,512 shares; 2025Q4: 18,829 shares 18,829 $450K <0.01% +8,317 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,647 shares; 2025Q1: 5,181 shares; 2025Q2: 5,763 shares; 2025Q3: 5,223 shares; 2025Q4: 5,142 shares 5,142 $449K <0.01% -81 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH 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: 26,433 shares; 2025Q4: 24,279 shares 24,279 $447K <0.01% -2,154 Timeline HERD 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: 8,975 shares; 2024Q4: 9,916 shares; 2025Q1: 8,644 shares; 2025Q2: 10,109 shares; 2025Q3: 9,954 shares; 2025Q4: 10,283 shares 10,283 $447K <0.01% +329 Timeline QMNV 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: 19,052 shares 19,052 $445K <0.01% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,448 shares; 2024Q4: 13,699 shares; 2025Q1: 11,578 shares; 2025Q2: 11,213 shares; 2025Q3: 9,696 shares; 2025Q4: 10,111 shares 10,111 $444K <0.01% +415 Timeline BITO 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: 19,856 shares; 2024Q4: 21,155 shares; 2025Q1: 22,013 shares; 2025Q2: 25,612 shares; 2025Q3: 31,381 shares; 2025Q4: 36,449 shares 36,449 $443K <0.01% +5,068 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,726 shares; 2025Q3: 17,691 shares; 2025Q4: 15,672 shares 15,672 $443K <0.01% -2,019 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,658 shares; 2025Q4: 6,372 shares 6,372 $442K <0.01% +714 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,611 shares; 2024Q4: 18,612 shares; 2025Q1: 24,213 shares; 2025Q2: 10,866 shares; 2025Q3: 13,613 shares; 2025Q4: 15,734 shares 15,734 $441K <0.01% +2,121 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,719 shares; 2025Q2: 32,647 shares; 2025Q3: 27,458 shares; 2025Q4: 18,433 shares 18,433 $441K <0.01% -9,025 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,665 shares; 2025Q3: 2,793 shares; 2025Q4: 2,531 shares 2,531 $440K <0.01% -262 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,917 shares; 2025Q2: 15,037 shares; 2025Q3: 15,020 shares; 2025Q4: 16,007 shares 16,007 $439K <0.01% +987 Timeline WOMN 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: 7,437 shares; 2024Q4: 7,577 shares; 2025Q1: 7,577 shares; 2025Q2: 8,750 shares; 2025Q3: 8,766 shares; 2025Q4: 10,483 shares 10,483 $435K <0.01% +1,717 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,595 shares; 2024Q4: 29,775 shares; 2025Q1: 20,582 shares; 2025Q2: 15,860 shares; 2025Q3: 14,321 shares; 2025Q4: 15,507 shares 15,507 $435K <0.01% +1,186 Timeline PINE ALPINE INCOME PPTY TR INC More: the full row for ALPINE INCOME PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,995 shares; 2025Q4: 25,995 shares 25,995 $435K <0.01% +1,000 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,295 shares; 2025Q4: 32,910 shares 32,910 $434K <0.01% +18,615 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,080 shares; 2025Q1: 4,536 shares; 2025Q2: 4,172 shares; 2025Q3: 4,052 shares; 2025Q4: 3,963 shares 3,963 $434K <0.01% -89 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,716 shares; 2024Q4: 14,899 shares; 2025Q1: 15,260 shares; 2025Q2: 15,824 shares; 2025Q3: 15,935 shares; 2025Q4: 16,594 shares 16,594 $433K <0.01% +659 Timeline SMTH 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: not reported; 2024Q4: 10,108 shares; 2025Q1: 15,108 shares; 2025Q2: 15,115 shares; 2025Q3: 15,536 shares; 2025Q4: 16,589 shares 16,589 $432K <0.01% +1,053 Timeline PBOC 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: 10,350 shares; 2025Q3: not reported; 2025Q4: 14,800 shares 14,800 $432K <0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,954 shares; 2025Q1: 3,444 shares; 2025Q2: 3,444 shares; 2025Q3: 2,855 shares; 2025Q4: 1,648 shares 1,648 $431K <0.01% -1,207 Timeline AIVL 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: 3,335 shares; 2024Q4: 4,361 shares; 2025Q1: 3,031 shares; 2025Q2: 4,220 shares; 2025Q3: 3,735 shares; 2025Q4: 3,745 shares 3,745 $431K <0.01% +10 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,506 shares; 2025Q3: 6,954 shares; 2025Q4: 7,278 shares 7,278 $430K <0.01% +324 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,018 shares; 2024Q4: 23,126 shares; 2025Q1: 23,958 shares; 2025Q2: 26,258 shares; 2025Q3: 47,881 shares; 2025Q4: 40,175 shares 40,175 $429K <0.01% -7,706 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,180 shares; 2025Q4: 16,590 shares 16,590 $428K <0.01% +410 Timeline STXE 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: 9,768 shares; 2025Q1: 12,768 shares; 2025Q2: 12,120 shares; 2025Q3: 11,851 shares; 2025Q4: 11,922 shares 11,922 $428K <0.01% +71 Timeline SMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,881 shares 15,881 $428K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,171 shares 2,171 $427K <0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,187 shares; 2024Q4: 304,230 shares; 2025Q1: 191,459 shares; 2025Q2: 150,284 shares; 2025Q3: 15,632 shares; 2025Q4: 22,258 shares 22,258 $427K <0.01% +6,626 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,370 shares; 2025Q1: 20,975 shares; 2025Q2: 21,255 shares; 2025Q3: 12,901 shares; 2025Q4: 12,818 shares 12,818 $427K <0.01% -83 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,902 shares; 2025Q1: 3,714 shares; 2025Q2: 3,699 shares; 2025Q3: 5,525 shares; 2025Q4: 6,975 shares 6,975 $426K <0.01% +1,450 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,001 shares; 2025Q4: 11,390 shares 11,390 $426K <0.01% +6,389 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,843 shares; 2025Q4: 2,806 shares 2,806 $423K <0.01% -37 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,340 shares; 2024Q4: 23,826 shares; 2025Q1: 19,553 shares; 2025Q2: 18,809 shares; 2025Q3: 18,866 shares; 2025Q4: 18,904 shares 18,904 $423K <0.01% +38 Timeline FFDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,614 shares; 2025Q4: 13,986 shares 13,986 $423K <0.01% +3,372 Timeline XITK 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: 2,555 shares; 2025Q1: 2,570 shares; 2025Q2: 2,555 shares; 2025Q3: 2,468 shares; 2025Q4: 2,368 shares 2,368 $423K <0.01% -100 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,164 shares; 2024Q4: 16,043 shares; 2025Q1: 15,210 shares; 2025Q2: 13,786 shares; 2025Q3: 13,236 shares; 2025Q4: 13,241 shares 13,241 $422K <0.01% +5 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,517 shares; 2024Q4: 10,582 shares; 2025Q1: 8,218 shares; 2025Q2: 12,174 shares; 2025Q3: 52,023 shares; 2025Q4: 9,139 shares 9,139 $421K <0.01% -42,884 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 14,645 shares; 2025Q1: 12,203 shares; 2025Q2: 12,290 shares; 2025Q3: 15,008 shares; 2025Q4: 16,478 shares 16,478 $419K <0.01% +1,470 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,549 shares; 2025Q4: 8,592 shares 8,592 $418K <0.01% +1,043 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,876 shares; 2024Q4: 36,692 shares; 2025Q1: 36,720 shares; 2025Q2: 36,769 shares; 2025Q3: 36,219 shares; 2025Q4: 35,833 shares 35,833 $418K <0.01% -386 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,249 shares; 2025Q3: 1,073 shares; 2025Q4: 989 shares 989 $417K <0.01% -84 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 2,787 shares; 2025Q1: 3,444 shares; 2025Q2: 3,634 shares; 2025Q3: 3,501 shares; 2025Q4: 4,422 shares 4,422 $417K <0.01% +921 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 14,151 shares; 2025Q1: 11,930 shares; 2025Q2: 14,474 shares; 2025Q3: 33,254 shares; 2025Q4: 49,298 shares 49,298 $416K <0.01% +16,044 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 6,838 shares; 2025Q1: 6,831 shares; 2025Q2: 7,273 shares; 2025Q3: 5,719 shares; 2025Q4: 5,989 shares 5,989 $415K <0.01% +270 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,521 shares; 2025Q1: 5,442 shares; 2025Q2: 5,842 shares; 2025Q3: not reported; 2025Q4: 9,215 shares 9,215 $414K <0.01% new Timeline TFJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,039 shares; 2024Q4: 22,689 shares; 2025Q1: 22,139 shares; 2025Q2: 21,239 shares; 2025Q3: 20,939 shares; 2025Q4: 20,939 shares 20,939 $414K <0.01% 0 Timeline AVLC 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: 12,277 shares; 2024Q4: 13,457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares 5,266 $414K <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,763 shares; 2024Q4: 22,978 shares; 2025Q1: not reported; 2025Q2: 10,396 shares; 2025Q3: 24,566 shares; 2025Q4: 25,754 shares 25,754 $414K <0.01% +1,188 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,418 shares; 2024Q4: 24,161 shares; 2025Q1: 18,138 shares; 2025Q2: 10,169 shares; 2025Q3: 8,687 shares; 2025Q4: 10,802 shares 10,802 $414K <0.01% +2,115 Timeline IWX 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: 8,167 shares; 2024Q4: not reported; 2025Q1: 6,013 shares; 2025Q2: 3,028 shares; 2025Q3: 2,478 shares; 2025Q4: 4,501 shares 4,501 $413K <0.01% +2,023 Timeline NVBT 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: 610,844 shares; 2025Q1: 640,752 shares; 2025Q2: 678,755 shares; 2025Q3: 49,830 shares; 2025Q4: 11,212 shares 11,212 $413K <0.01% -38,618 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,272 shares; 2024Q4: 178,237 shares; 2025Q1: 57,712 shares; 2025Q2: 126,427 shares; 2025Q3: 44,544 shares; 2025Q4: 44,734 shares 44,734 $412K <0.01% +190 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,396 shares; 2024Q4: 23,170 shares; 2025Q1: 16,095 shares; 2025Q2: 17,578 shares; 2025Q3: 24,943 shares; 2025Q4: 25,573 shares 25,573 $412K <0.01% +630 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,760 shares; 2024Q4: 11,403 shares; 2025Q1: 10,271 shares; 2025Q2: 6,805 shares; 2025Q3: 6,346 shares; 2025Q4: 6,533 shares 6,533 $411K <0.01% +187 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,486 shares 14,486 $411K <0.01% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 1,286 shares; 2025Q3: 2,006 shares; 2025Q4: 2,782 shares 2,782 $411K <0.01% +776 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,440 shares 5,440 $411K <0.01% new Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,412 shares 31,412 $410K <0.01% new Timeline AVGE 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: 3,757 shares; 2025Q1: not reported; 2025Q2: 6,233 shares; 2025Q3: 4,690 shares; 2025Q4: 4,768 shares 4,768 $410K <0.01% +78 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 10,325 shares; 2025Q1: 6,385 shares; 2025Q2: 8,244 shares; 2025Q3: 5,889 shares; 2025Q4: 5,891 shares 5,891 $410K <0.01% +2 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 1,734 shares; 2025Q1: 1,428 shares; 2025Q2: 1,533 shares; 2025Q3: 1,776 shares; 2025Q4: 1,790 shares 1,790 $410K <0.01% +14 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,454 shares; 2025Q1: 3,386 shares; 2025Q2: 4,000 shares; 2025Q3: 3,599 shares; 2025Q4: 3,549 shares 3,549 $409K <0.01% -50 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,240 shares; 2024Q4: 23,330 shares; 2025Q1: 23,341 shares; 2025Q2: 23,188 shares; 2025Q3: 20,149 shares; 2025Q4: 21,248 shares 21,248 $409K <0.01% +1,099 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,965 shares; 2025Q4: 1,303 shares 1,303 $408K <0.01% -662 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,429 shares; 2024Q4: 40,064 shares; 2025Q1: 35,904 shares; 2025Q2: 44,445 shares; 2025Q3: 44,217 shares; 2025Q4: 46,511 shares 46,511 $407K <0.01% +2,294 Timeline QCLN 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: 21,857 shares; 2024Q4: 18,209 shares; 2025Q1: 14,345 shares; 2025Q2: 12,688 shares; 2025Q3: 11,446 shares; 2025Q4: 9,118 shares 9,118 $407K <0.01% -2,328 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,462 shares; 2025Q1: 1,775 shares; 2025Q2: 2,325 shares; 2025Q3: 2,035 shares; 2025Q4: 2,201 shares 2,201 $406K <0.01% +166 Timeline DECP 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: 10,320 shares; 2025Q2: 10,320 shares; 2025Q3: 10,320 shares; 2025Q4: 13,320 shares 13,320 $406K <0.01% +3,000 Timeline GTOQ INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,984 shares; 2024Q4: 19,326 shares; 2025Q1: 17,423 shares; 2025Q2: 17,539 shares; 2025Q3: 17,576 shares; 2025Q4: 17,892 shares 17,892 $405K <0.01% +316 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,396 shares 21,396 $405K <0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 5,755 shares; 2025Q1: 5,333 shares; 2025Q2: 5,260 shares; 2025Q3: 4,472 shares; 2025Q4: 3,263 shares 3,263 $405K <0.01% -1,209 Timeline OALC 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: 22,105 shares; 2024Q4: 18,054 shares; 2025Q1: 13,732 shares; 2025Q2: 13,081 shares; 2025Q3: 11,005 shares; 2025Q4: 11,409 shares 11,409 $404K <0.01% +404 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 6,340 shares; 2025Q1: 5,991 shares; 2025Q2: 6,715 shares; 2025Q3: 6,681 shares; 2025Q4: 4,358 shares 4,358 $404K <0.01% -2,323 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 6,268 shares 6,268 $404K <0.01% +728 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,882 shares; 2025Q3: 4,424 shares; 2025Q4: 4,792 shares 4,792 $404K <0.01% +368 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,939 shares; 2025Q1: 2,494 shares; 2025Q2: 2,131 shares; 2025Q3: 1,717 shares; 2025Q4: 1,671 shares 1,671 $403K <0.01% -46 Timeline EZU 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: 4,669 shares; 2024Q4: not reported; 2025Q1: 4,864 shares; 2025Q2: 4,314 shares; 2025Q3: 3,536 shares; 2025Q4: 6,263 shares 6,263 $401K <0.01% +2,727 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 16,131 shares; 2025Q1: 10,530 shares; 2025Q2: 10,801 shares; 2025Q3: 10,473 shares; 2025Q4: 14,762 shares 14,762 $401K <0.01% +4,289 Timeline OCCI OFS CREDIT COMPANY INC More: the full row for OFS CREDIT COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,596 shares; 2025Q1: 53,070 shares; 2025Q2: 53,070 shares; 2025Q3: 62,618 shares; 2025Q4: 82,856 shares 82,856 $401K <0.01% +20,238 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,197 shares; 2024Q4: 690,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,654 shares; 2025Q4: 71,847 shares 71,847 $400K <0.01% +29,193 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,340 shares; 2024Q4: 13,823 shares; 2025Q1: 13,137 shares; 2025Q2: 11,801 shares; 2025Q3: 22,636 shares; 2025Q4: 10,937 shares 10,937 $400K <0.01% -11,699 Timeline PI IMPINJ INC More: the full row for IMPINJ 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: 2,289 shares 2,289 $398K <0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 3,563 shares; 2025Q1: 2,574 shares; 2025Q2: 4,521 shares; 2025Q3: 4,213 shares; 2025Q4: 3,871 shares 3,871 $398K <0.01% -342 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,729 shares 18,729 $396K <0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 950 shares; 2025Q1: 1,538 shares; 2025Q2: 1,922 shares; 2025Q3: 1,709 shares; 2025Q4: 2,287 shares 2,287 $396K <0.01% +578 Timeline IBTO 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: 19,461 shares; 2024Q4: 17,923 shares; 2025Q1: 13,953 shares; 2025Q2: 10,947 shares; 2025Q3: 10,963 shares; 2025Q4: 16,142 shares 16,142 $396K <0.01% +5,179 Timeline COMT 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: 62,857 shares; 2024Q4: 58,284 shares; 2025Q1: 46,968 shares; 2025Q2: 28,955 shares; 2025Q3: 16,193 shares; 2025Q4: 15,810 shares 15,810 $394K <0.01% -383 Timeline NOVM 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: 8,630 shares; 2025Q4: 11,930 shares 11,930 $392K <0.01% +3,300 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,103 shares 2,103 $392K <0.01% new Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO 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: 11,290 shares; 2025Q4: 34,290 shares 34,290 $391K <0.01% +23,000 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES 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: 66,014 shares 66,014 $391K <0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 3,358 shares; 2025Q1: 3,624 shares; 2025Q2: 3,612 shares; 2025Q3: 3,674 shares; 2025Q4: 3,864 shares 3,864 $391K <0.01% +190 Timeline CZA 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: 4,220 shares; 2024Q4: 4,243 shares; 2025Q1: 4,193 shares; 2025Q2: 3,920 shares; 2025Q3: 3,570 shares; 2025Q4: 3,524 shares 3,524 $391K <0.01% -46 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,443 shares; 2025Q4: 17,512 shares 17,512 $390K <0.01% +69 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 741 shares; 2025Q3: 1,206 shares; 2025Q4: 1,792 shares 1,792 $389K <0.01% +586 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,997 shares; 2025Q3: 11,157 shares; 2025Q4: 7,575 shares 7,575 $388K <0.01% -3,582 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: 7,870 shares; 2025Q1: 6,549 shares; 2025Q2: 6,495 shares; 2025Q3: 6,289 shares; 2025Q4: 6,115 shares 6,115 $388K <0.01% -174 Timeline EWU 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: 5,206 shares; 2025Q3: 4,951 shares; 2025Q4: 8,806 shares 8,806 $387K <0.01% +3,855 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,249 shares; 2025Q3: 5,321 shares; 2025Q4: 9,070 shares 9,070 $385K <0.01% +3,749 Timeline SELF GLOBAL SELF STORAGE INC More: the full row for GLOBAL SELF STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,118 shares; 2025Q1: 11,579 shares; 2025Q2: 10,919 shares; 2025Q3: 73,873 shares; 2025Q4: 75,369 shares 75,369 $384K <0.01% +1,496 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,503 shares 13,503 $384K <0.01% new Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS 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: 1,091 shares; 2025Q3: 1,256 shares; 2025Q4: 1,501 shares 1,501 $383K <0.01% +245 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,421 shares 15,421 $383K <0.01% new Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,250 shares; 2025Q2: 14,851 shares; 2025Q3: 15,111 shares; 2025Q4: 15,178 shares 15,178 $383K <0.01% +67 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,433 shares; 2025Q1: 7,359 shares; 2025Q2: 7,300 shares; 2025Q3: 7,417 shares; 2025Q4: 7,575 shares 7,575 $382K <0.01% +158 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,436 shares; 2025Q4: 8,314 shares 8,314 $381K <0.01% +2,878 Timeline GSIE 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: 36,498 shares; 2024Q4: 11,281 shares; 2025Q1: 19,476 shares; 2025Q2: 8,844 shares; 2025Q3: 8,353 shares; 2025Q4: 8,868 shares 8,868 $381K <0.01% +515 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 12,195 shares; 2025Q1: 12,195 shares; 2025Q2: 12,195 shares; 2025Q3: 12,370 shares; 2025Q4: 12,409 shares 12,409 $380K <0.01% +39 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 7,006 shares; 2025Q2: 2,109 shares; 2025Q3: not reported; 2025Q4: 2,781 shares 2,781 $380K <0.01% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 3,913 shares; 2025Q1: 6,163 shares; 2025Q2: not reported; 2025Q3: 5,106 shares; 2025Q4: 5,799 shares 5,799 $379K <0.01% +693 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,058 shares; 2024Q4: 15,079 shares; 2025Q1: 15,079 shares; 2025Q2: 15,079 shares; 2025Q3: 7,509 shares; 2025Q4: 7,509 shares 7,509 $379K <0.01% 0 Timeline QMFE 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: 13,544 shares; 2025Q2: 27,624 shares; 2025Q3: 18,025 shares; 2025Q4: 17,025 shares 17,025 $379K <0.01% -1,000 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,143 shares; 2024Q4: not reported; 2025Q1: 2,807 shares; 2025Q2: 4,300 shares; 2025Q3: 20,824 shares; 2025Q4: 3,556 shares 3,556 $378K <0.01% -17,268 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 6,760 shares; 2025Q1: 6,659 shares; 2025Q2: 6,758 shares; 2025Q3: 6,755 shares; 2025Q4: 7,083 shares 7,083 $378K <0.01% +328 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,830 shares; 2024Q4: 5,233 shares; 2025Q1: 4,809 shares; 2025Q2: 4,897 shares; 2025Q3: 4,805 shares; 2025Q4: 4,592 shares 4,592 $378K <0.01% -213 Timeline GSWO 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: 6,945 shares; 2025Q4: 6,535 shares 6,535 $377K <0.01% -410 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,840 shares 2,840 $377K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,613 shares; 2025Q1: 1,445 shares; 2025Q2: 1,382 shares; 2025Q3: 1,571 shares; 2025Q4: 1,118 shares 1,118 $377K <0.01% -453 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,362 shares; 2024Q4: 15,035 shares; 2025Q1: 15,564 shares; 2025Q2: 14,534 shares; 2025Q3: 10,263 shares; 2025Q4: 8,348 shares 8,348 $376K <0.01% -1,915 Timeline DRLL 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: 12,547 shares; 2024Q4: 13,193 shares; 2025Q1: 13,280 shares; 2025Q2: 17,014 shares; 2025Q3: 14,613 shares; 2025Q4: 13,153 shares 13,153 $375K <0.01% -1,460 Timeline TLTW 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: 13,330 shares; 2025Q3: 13,971 shares; 2025Q4: 16,483 shares 16,483 $374K <0.01% +2,512 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,005 shares; 2024Q4: 7,295 shares; 2025Q1: 4,980 shares; 2025Q2: 5,525 shares; 2025Q3: 4,112 shares; 2025Q4: 3,627 shares 3,627 $373K <0.01% -485 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,892 shares; 2025Q1: 2,013 shares; 2025Q2: 2,011 shares; 2025Q3: 2,134 shares; 2025Q4: 2,200 shares 2,200 $373K <0.01% +66 Timeline STXT 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: 15,787 shares; 2025Q2: 20,741 shares; 2025Q3: 18,401 shares; 2025Q4: 18,539 shares 18,539 $373K <0.01% +138 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,199 shares; 2024Q4: 64,795 shares; 2025Q1: 24,724 shares; 2025Q2: 71,912 shares; 2025Q3: 22,866 shares; 2025Q4: 32,891 shares 32,891 $372K <0.01% +10,025 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,572 shares; 2025Q1: 6,595 shares; 2025Q2: 6,865 shares; 2025Q3: 8,436 shares; 2025Q4: 11,125 shares 11,125 $371K <0.01% +2,689 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 17,519 shares; 2025Q4: 21,339 shares 21,339 $371K <0.01% +3,820 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 3,271 shares; 2025Q4: 4,915 shares 4,915 $370K <0.01% +1,644 Timeline QRVO QORVO INC More: the full row for QORVO 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: 4,375 shares 4,375 $370K <0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,466 shares; 2025Q3: 4,359 shares; 2025Q4: 4,244 shares 4,244 $370K <0.01% -115 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 5,021 shares; 2025Q1: 5,630 shares; 2025Q2: 5,528 shares; 2025Q3: 5,023 shares; 2025Q4: 4,572 shares 4,572 $369K <0.01% -451 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,433 shares; 2024Q4: 4,059 shares; 2025Q1: 3,777 shares; 2025Q2: 3,761 shares; 2025Q3: 3,862 shares; 2025Q4: 4,718 shares 4,718 $368K <0.01% +856 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,628 shares; 2025Q1: 3,809 shares; 2025Q2: 3,918 shares; 2025Q3: 4,066 shares; 2025Q4: 4,292 shares 4,292 $367K <0.01% +226 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,081 shares; 2024Q4: 14,758 shares; 2025Q1: 13,990 shares; 2025Q2: 12,995 shares; 2025Q3: 12,977 shares; 2025Q4: 11,691 shares 11,691 $366K <0.01% -1,286 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,338 shares 31,338 $365K <0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 16,495 shares; 2025Q1: 13,825 shares; 2025Q2: 11,941 shares; 2025Q3: 11,241 shares; 2025Q4: 22,502 shares 22,502 $365K <0.01% +11,261 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,760 shares; 2024Q4: not reported; 2025Q1: 24,122 shares; 2025Q2: 35,426 shares; 2025Q3: 31,961 shares; 2025Q4: 32,215 shares 32,215 $364K <0.01% +254 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY 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: 1,919 shares; 2025Q2: not reported; 2025Q3: 6,194 shares; 2025Q4: 5,050 shares 5,050 $364K <0.01% -1,144 Timeline GNMA 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: 5,478 shares; 2024Q4: 10,072 shares; 2025Q1: 7,251 shares; 2025Q2: 8,154 shares; 2025Q3: 7,287 shares; 2025Q4: 8,161 shares 8,161 $363K <0.01% +874 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS 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: 10,849 shares; 2025Q4: 34,697 shares 34,697 $363K <0.01% +23,848 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,701 shares; 2024Q4: 14,088 shares; 2025Q1: 13,643 shares; 2025Q2: 13,921 shares; 2025Q3: 13,410 shares; 2025Q4: 13,388 shares 13,388 $362K <0.01% -22 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,698 shares; 2025Q1: 3,222 shares; 2025Q2: 1,261 shares; 2025Q3: 1,769 shares; 2025Q4: 1,138 shares 1,138 $362K <0.01% -631 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,739 shares; 2024Q4: 10,210 shares; 2025Q1: 7,126 shares; 2025Q2: 7,469 shares; 2025Q3: 6,131 shares; 2025Q4: 5,967 shares 5,967 $361K <0.01% -164 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,999 shares; 2024Q4: 35,152 shares; 2025Q1: 34,738 shares; 2025Q2: 36,535 shares; 2025Q3: 37,484 shares; 2025Q4: 47,928 shares 47,928 $360K <0.01% +10,444 Timeline DTEC 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: 7,912 shares; 2024Q4: 7,913 shares; 2025Q1: 7,913 shares; 2025Q2: 7,913 shares; 2025Q3: 7,413 shares; 2025Q4: 7,413 shares 7,413 $360K <0.01% 0 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,907 shares; 2025Q1: 19,916 shares; 2025Q2: 19,247 shares; 2025Q3: 16,286 shares; 2025Q4: 17,301 shares 17,301 $360K <0.01% +1,015 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,185 shares; 2025Q3: 31,395 shares; 2025Q4: 35,877 shares 35,877 $359K <0.01% +4,482 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,322 shares; 2025Q1: 3,955 shares; 2025Q2: 3,964 shares; 2025Q3: 4,132 shares; 2025Q4: 4,373 shares 4,373 $359K <0.01% +241 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 10,927 shares; 2025Q1: 9,269 shares; 2025Q2: 10,362 shares; 2025Q3: 7,748 shares; 2025Q4: 7,497 shares 7,497 $358K <0.01% -251 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,545 shares; 2025Q1: not reported; 2025Q2: 6,754 shares; 2025Q3: 7,837 shares; 2025Q4: 8,757 shares 8,757 $358K <0.01% +920 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,526 shares 1,526 $358K <0.01% +73 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: not reported; 2025Q1: 11,876 shares; 2025Q2: 20,811 shares; 2025Q3: 24,011 shares; 2025Q4: 19,352 shares 19,352 $357K <0.01% -4,659 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 128 shares; 2025Q3: 149 shares; 2025Q4: 171 shares 171 $356K <0.01% +22 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,780 shares; 2025Q2: not reported; 2025Q3: 4,885 shares; 2025Q4: 5,001 shares 5,001 $356K <0.01% +116 Timeline OCTP 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: 7,250 shares; 2025Q4: 11,720 shares 11,720 $356K <0.01% +4,470 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,771 shares; 2025Q2: 5,728 shares; 2025Q3: 5,154 shares; 2025Q4: 4,813 shares 4,813 $354K <0.01% -341 Timeline ALTL 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: 14,279 shares; 2024Q4: 14,077 shares; 2025Q1: 10,263 shares; 2025Q2: 10,567 shares; 2025Q3: 9,165 shares; 2025Q4: 8,255 shares 8,255 $354K <0.01% -910 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,717 shares; 2025Q4: 11,927 shares 11,927 $354K <0.01% +210 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,305 shares; 2025Q3: 1,371 shares; 2025Q4: 1,620 shares 1,620 $352K <0.01% +249 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS 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: 4,972 shares; 2025Q4: 4,451 shares 4,451 $352K <0.01% -521 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 2,782 shares 2,782 $352K <0.01% +795 Timeline GRNB 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: 9,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,689 shares; 2025Q4: 14,463 shares 14,463 $352K <0.01% -226 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 5,534 shares; 2025Q1: 5,365 shares; 2025Q2: 10,848 shares; 2025Q3: 5,507 shares; 2025Q4: 6,557 shares 6,557 $352K <0.01% +1,050 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 10,360 shares; 2025Q1: 8,349 shares; 2025Q2: 8,490 shares; 2025Q3: 7,888 shares; 2025Q4: 7,565 shares 7,565 $352K <0.01% -323 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,807 shares; 2025Q1: 78,207 shares; 2025Q2: 108,157 shares; 2025Q3: 77,939 shares; 2025Q4: 70,257 shares 70,257 $351K <0.01% -7,682 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,842 shares; 2025Q2: not reported; 2025Q3: 5,993 shares; 2025Q4: 8,960 shares 8,960 $351K <0.01% +2,967 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,117 shares 22,117 $351K <0.01% new Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,806 shares; 2025Q1: 11,434 shares; 2025Q2: 13,760 shares; 2025Q3: 13,420 shares; 2025Q4: 13,406 shares 13,406 $350K <0.01% -14 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,131 shares; 2024Q4: 2,432 shares; 2025Q1: 2,386 shares; 2025Q2: 2,678 shares; 2025Q3: 18,473 shares; 2025Q4: 2,762 shares 2,762 $350K <0.01% -15,711 Timeline BUFS 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: 15,280 shares 15,280 $349K <0.01% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,731 shares; 2025Q2: 54,964 shares; 2025Q3: 42,915 shares; 2025Q4: 26,539 shares 26,539 $349K <0.01% -16,376 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,795 shares; 2025Q2: 1,765 shares; 2025Q3: 1,717 shares; 2025Q4: 1,733 shares 1,733 $348K <0.01% +16 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: not reported; 2025Q4: 10,131 shares 10,131 $348K <0.01% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,162 shares; 2025Q4: 6,079 shares 6,079 $348K <0.01% +1,917 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares 1,180 $348K <0.01% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,400 shares; 2025Q1: 139,753 shares; 2025Q2: 126,056 shares; 2025Q3: 31,958 shares; 2025Q4: 44,782 shares 44,782 $348K <0.01% +12,824 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,471 shares; 2025Q4: 9,435 shares 9,435 $347K <0.01% -36 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,526 shares; 2025Q4: 9,781 shares 9,781 $347K <0.01% +3,255 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,875 shares; 2024Q4: 46,021 shares; 2025Q1: 45,390 shares; 2025Q2: 42,913 shares; 2025Q3: 23,037 shares; 2025Q4: 22,631 shares 22,631 $347K <0.01% -406 Timeline KMAY 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: 11,425 shares; 2025Q3: 12,255 shares; 2025Q4: 12,255 shares 12,255 $347K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL 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: 2,495 shares; 2025Q4: 3,519 shares 3,519 $347K <0.01% +1,024 Timeline GRPM 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: 2,488 shares; 2024Q4: 5,241 shares; 2025Q1: 5,095 shares; 2025Q2: 5,363 shares; 2025Q3: 3,449 shares; 2025Q4: 2,888 shares 2,888 $347K <0.01% -561 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,187 shares; 2025Q2: 1,240 shares; 2025Q3: 1,225 shares; 2025Q4: 1,348 shares 1,348 $346K <0.01% +123 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,479 shares; 2025Q1: 60,942 shares; 2025Q2: 61,423 shares; 2025Q3: 63,196 shares; 2025Q4: 63,588 shares 63,588 $345K <0.01% +392 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,499 shares; 2025Q1: 6,532 shares; 2025Q2: 6,322 shares; 2025Q3: 6,573 shares; 2025Q4: 5,473 shares 5,473 $345K <0.01% -1,100 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,798 shares; 2025Q4: 8,298 shares 8,298 $345K <0.01% +3,500 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,281 shares; 2025Q1: 969 shares; 2025Q2: 753 shares; 2025Q3: 772 shares; 2025Q4: 710 shares 710 $345K <0.01% -62 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,660 shares; 2024Q4: 31,303 shares; 2025Q1: 32,314 shares; 2025Q2: 57,391 shares; 2025Q3: 60,754 shares; 2025Q4: 63,633 shares 63,633 $344K <0.01% +2,879 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,853 shares 1,853 $344K <0.01% new Timeline APRT 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: 531,646 shares; 2024Q4: 17,621 shares; 2025Q1: 15,901 shares; 2025Q2: 16,199 shares; 2025Q3: 8,373 shares; 2025Q4: 8,266 shares 8,266 $344K <0.01% -107 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,505 shares; 2025Q3: 17,525 shares; 2025Q4: 18,560 shares 18,560 $344K <0.01% +1,035 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT 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: 8,079 shares; 2025Q3: 9,083 shares; 2025Q4: 8,441 shares 8,441 $344K <0.01% -642 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,603 shares; 2025Q1: 1,359 shares; 2025Q2: 1,386 shares; 2025Q3: 1,175 shares; 2025Q4: 1,130 shares 1,130 $343K <0.01% -45 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,286 shares; 2024Q4: 16,929 shares; 2025Q1: 15,991 shares; 2025Q2: 15,424 shares; 2025Q3: 15,879 shares; 2025Q4: 21,321 shares 21,321 $343K <0.01% +5,442 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,762 shares 17,762 $343K <0.01% new Timeline EVX 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: 1,841 shares; 2024Q4: 1,863 shares; 2025Q1: 9,345 shares; 2025Q2: 9,686 shares; 2025Q3: 9,216 shares; 2025Q4: 8,928 shares 8,928 $341K <0.01% -288 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS 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: 944 shares; 2025Q3: 1,065 shares; 2025Q4: 1,004 shares 1,004 $341K <0.01% -61 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,634 shares; 2024Q4: 70,868 shares; 2025Q1: 61,274 shares; 2025Q2: 67,933 shares; 2025Q3: 73,406 shares; 2025Q4: 67,821 shares 67,821 $340K <0.01% -5,585 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: not reported; 2025Q3: 14,228 shares; 2025Q4: 12,982 shares 12,982 $340K <0.01% -1,246 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: 9,608 shares; 2025Q1: not reported; 2025Q2: 9,847 shares; 2025Q3: 10,242 shares; 2025Q4: 11,539 shares 11,539 $340K <0.01% +1,297 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,360 shares; 2025Q1: 8,578 shares; 2025Q2: 8,132 shares; 2025Q3: 6,906 shares; 2025Q4: 6,790 shares 6,790 $339K <0.01% -116 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,571 shares; 2025Q1: 8,721 shares; 2025Q2: 13,569 shares; 2025Q3: 11,449 shares; 2025Q4: 11,192 shares 11,192 $339K <0.01% -257 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 3,794 shares; 2025Q1: 4,038 shares; 2025Q2: 3,765 shares; 2025Q3: 3,310 shares; 2025Q4: 3,117 shares 3,117 $338K <0.01% -193 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,360 shares; 2025Q2: 1,356 shares; 2025Q3: 1,739 shares; 2025Q4: 1,635 shares 1,635 $338K <0.01% -104 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 4,964 shares; 2025Q1: 4,841 shares; 2025Q2: 5,168 shares; 2025Q3: 5,483 shares; 2025Q4: 5,535 shares 5,535 $337K <0.01% +52 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $336K <0.01% 0 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,200 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 29,000 shares; 2025Q3: 28,000 shares; 2025Q4: 30,492 shares 30,492 $336K <0.01% +2,492 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,228 shares 2,228 $336K <0.01% new Timeline FDM 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: 3,520 shares; 2024Q4: 4,122 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,424 shares; 2025Q4: 4,216 shares 4,216 $336K <0.01% -208 Timeline FNDA 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: 40,508 shares; 2024Q4: 7,363 shares; 2025Q1: 13,161 shares; 2025Q2: 12,788 shares; 2025Q3: 10,256 shares; 2025Q4: 10,618 shares 10,618 $335K <0.01% +362 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,355 shares 13,355 $334K <0.01% new Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,549 shares; 2024Q4: 38,595 shares; 2025Q1: 33,663 shares; 2025Q2: 34,622 shares; 2025Q3: 27,384 shares; 2025Q4: 27,384 shares 27,384 $334K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,855 shares; 2025Q1: 19,547 shares; 2025Q2: 17,465 shares; 2025Q3: 18,486 shares; 2025Q4: 19,670 shares 19,670 $333K <0.01% +1,184 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,166 shares; 2025Q4: 6,706 shares 6,706 $333K <0.01% +540 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN 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: 30,281 shares; 2025Q4: 30,066 shares 30,066 $332K <0.01% -215 Timeline AUMI THEMES ETF TR More: the full row for THEMES 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: 3,609 shares 3,609 $332K <0.01% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 5,240 shares 5,240 $331K <0.01% -1,060 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,740 shares; 2024Q4: 20,010 shares; 2025Q1: 13,214 shares; 2025Q2: 15,329 shares; 2025Q3: 18,398 shares; 2025Q4: 16,496 shares 16,496 $331K <0.01% -1,902 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 15,662 shares; 2025Q1: 13,336 shares; 2025Q2: 12,780 shares; 2025Q3: 12,833 shares; 2025Q4: 12,824 shares 12,824 $331K <0.01% -9 Timeline E ENI SPA More: the full row for ENI SPA 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: 8,575 shares; 2025Q4: 8,714 shares 8,714 $331K <0.01% +139 Timeline DDFN 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: 17,245 shares 17,245 $331K <0.01% new Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES 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: 7,694 shares 7,694 $331K <0.01% new Timeline FLHY 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: 48,262 shares; 2025Q1: not reported; 2025Q2: 40,307 shares; 2025Q3: 25,067 shares; 2025Q4: 13,535 shares 13,535 $330K <0.01% -11,532 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,519 shares; 2024Q4: 6,651 shares; 2025Q1: 6,574 shares; 2025Q2: 5,893 shares; 2025Q3: 6,083 shares; 2025Q4: 6,301 shares 6,301 $330K <0.01% +218 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,574 shares; 2025Q3: 11,600 shares; 2025Q4: 12,423 shares 12,423 $330K <0.01% +823 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,835 shares; 2025Q2: 11,578 shares; 2025Q3: 11,420 shares; 2025Q4: 11,395 shares 11,395 $329K <0.01% -25 Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 4,050 shares; 2025Q3: 5,040 shares; 2025Q4: 5,180 shares 5,180 $329K <0.01% +140 Timeline SBIO 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: 11,321 shares; 2024Q4: 11,324 shares; 2025Q1: 10,668 shares; 2025Q2: 10,324 shares; 2025Q3: 6,414 shares; 2025Q4: 6,414 shares 6,414 $329K <0.01% 0 Timeline IQDY 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: 15,384 shares; 2024Q4: 15,317 shares; 2025Q1: 12,761 shares; 2025Q2: 9,865 shares; 2025Q3: 9,667 shares; 2025Q4: 8,947 shares 8,947 $328K <0.01% -720 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 8,650 shares; 2025Q1: 5,149 shares; 2025Q2: 7,956 shares; 2025Q3: 5,923 shares; 2025Q4: 6,597 shares 6,597 $327K <0.01% +674 Timeline JULM 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: 17,285 shares; 2024Q4: 17,285 shares; 2025Q1: 17,285 shares; 2025Q2: 17,285 shares; 2025Q3: 17,285 shares; 2025Q4: 9,740 shares 9,740 $327K <0.01% -7,545 Timeline JANH 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: 11,221 shares; 2024Q4: 11,238 shares; 2025Q1: 11,356 shares; 2025Q2: 14,372 shares; 2025Q3: 13,233 shares; 2025Q4: 13,280 shares 13,280 $327K <0.01% +47 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM 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: 75,505 shares; 2025Q2: 125,705 shares; 2025Q3: 120,172 shares; 2025Q4: 73,172 shares 73,172 $327K <0.01% -47,000 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,957 shares 12,957 $327K <0.01% new Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,879 shares 12,879 $327K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,310 shares; 2025Q3: 8,622 shares; 2025Q4: 8,770 shares 8,770 $326K <0.01% +148 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: 3,251 shares; 2025Q3: 3,225 shares; 2025Q4: 3,964 shares 3,964 $326K <0.01% +739 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,033 shares; 2025Q1: 1,552 shares; 2025Q2: 1,018 shares; 2025Q3: 1,081 shares; 2025Q4: 1,514 shares 1,514 $326K <0.01% +433 Timeline QVMM 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: 18,613 shares; 2025Q1: 15,207 shares; 2025Q2: 10,534 shares; 2025Q3: 10,536 shares; 2025Q4: 10,539 shares 10,539 $324K <0.01% +3 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,509 shares; 2025Q3: 8,430 shares; 2025Q4: 8,519 shares 8,519 $324K <0.01% +89 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 3,296 shares; 2025Q1: 2,835 shares; 2025Q2: 3,151 shares; 2025Q3: 3,038 shares; 2025Q4: 3,074 shares 3,074 $324K <0.01% +36 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 949 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,936 shares 2,936 $323K <0.01% new Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 8,398 shares 8,398 $323K <0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 743 shares; 2025Q1: 731 shares; 2025Q2: 725 shares; 2025Q3: 1,677 shares; 2025Q4: 1,860 shares 1,860 $323K <0.01% +183 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,076 shares; 2024Q4: 19,583 shares; 2025Q1: 16,329 shares; 2025Q2: 16,563 shares; 2025Q3: 12,553 shares; 2025Q4: 10,669 shares 10,669 $322K <0.01% -1,884 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,275 shares; 2025Q1: not reported; 2025Q2: 11,480 shares; 2025Q3: 11,417 shares; 2025Q4: 11,486 shares 11,486 $321K <0.01% +69 Timeline ETHO 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: 4,283 shares; 2024Q4: 6,077 shares; 2025Q1: 5,116 shares; 2025Q2: 6,623 shares; 2025Q3: 4,916 shares; 2025Q4: 4,916 shares 4,916 $321K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 1,841 shares; 2025Q1: 846 shares; 2025Q2: 765 shares; 2025Q3: not reported; 2025Q4: 1,103 shares 1,103 $320K <0.01% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG 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: not reported; 2025Q2: 1,466 shares; 2025Q3: 1,645 shares; 2025Q4: 1,231 shares 1,231 $319K <0.01% -414 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL 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: 17,800 shares; 2025Q4: 45,100 shares 45,100 $319K <0.01% +27,300 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 7,426 shares; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,240 shares; 2025Q4: 1,432 shares 1,432 $319K <0.01% +192 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,342 shares; 2025Q2: 9,342 shares; 2025Q3: 9,742 shares; 2025Q4: 9,700 shares 9,700 $318K <0.01% -42 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 5,955 shares; 2025Q1: 4,725 shares; 2025Q2: 4,271 shares; 2025Q3: 9,205 shares; 2025Q4: 4,034 shares 4,034 $318K <0.01% -5,171 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,171 shares; 2024Q4: 15,051 shares; 2025Q1: 11,381 shares; 2025Q2: 11,100 shares; 2025Q3: 10,885 shares; 2025Q4: 11,695 shares 11,695 $317K <0.01% +810 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,375 shares 5,375 $317K <0.01% new Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,794 shares; 2025Q1: 75,245 shares; 2025Q2: 74,417 shares; 2025Q3: not reported; 2025Q4: 6,732 shares 6,732 $317K <0.01% new Timeline FEUZ 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: 5,156 shares; 2024Q4: 5,156 shares; 2025Q1: 5,156 shares; 2025Q2: 5,156 shares; 2025Q3: 5,156 shares; 2025Q4: 5,156 shares 5,156 $317K <0.01% 0 Timeline PXH 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: 18,529 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,247 shares 12,247 $316K <0.01% new Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,742 shares; 2025Q4: 7,356 shares 7,356 $315K <0.01% -386 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 364 shares; 2025Q1: 648 shares; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 375 shares 375 $315K <0.01% -7 Timeline BGRN 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: 6,452 shares; 2024Q4: 7,942 shares; 2025Q1: 6,137 shares; 2025Q2: 8,025 shares; 2025Q3: 6,489 shares; 2025Q4: 6,559 shares 6,559 $314K <0.01% +70 Timeline BUFY 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: 14,136 shares 14,136 $314K <0.01% new Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,141 shares; 2025Q4: 12,262 shares 12,262 $314K <0.01% -9,879 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,543 shares; 2025Q3: 7,958 shares; 2025Q4: 8,983 shares 8,983 $314K <0.01% +1,025 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,125 shares 3,125 $313K <0.01% new Timeline EALT 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: 8,098 shares; 2024Q4: 8,098 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 8,874 shares; 2025Q4: 8,874 shares 8,874 $313K <0.01% 0 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: 3,497 shares; 2025Q4: 3,552 shares 3,552 $313K <0.01% +55 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,946 shares; 2025Q1: 4,343 shares; 2025Q2: 4,299 shares; 2025Q3: 4,107 shares; 2025Q4: 3,504 shares 3,504 $313K <0.01% -603 Timeline RFDA 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: 5,878 shares; 2024Q4: 5,926 shares; 2025Q1: 5,140 shares; 2025Q2: 5,474 shares; 2025Q3: 5,127 shares; 2025Q4: 4,905 shares 4,905 $313K <0.01% -222 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,135 shares; 2025Q3: 6,040 shares; 2025Q4: 8,765 shares 8,765 $311K <0.01% +2,725 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 10,066 shares; 2025Q1: 10,132 shares; 2025Q2: 10,204 shares; 2025Q3: 10,281 shares; 2025Q4: 10,357 shares 10,357 $311K <0.01% +76 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 6,575 shares; 2025Q1: 4,951 shares; 2025Q2: 5,204 shares; 2025Q3: 4,201 shares; 2025Q4: 4,211 shares 4,211 $311K <0.01% +10 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,133 shares; 2025Q2: 2,137 shares; 2025Q3: 3,103 shares; 2025Q4: 3,127 shares 3,127 $311K <0.01% +24 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,441 shares; 2025Q2: 57,581 shares; 2025Q3: 1,077 shares; 2025Q4: 1,118 shares 1,118 $311K <0.01% +41 Timeline OCTT 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: 7,135 shares; 2025Q1: 6,420 shares; 2025Q2: 7,820 shares; 2025Q3: 6,420 shares; 2025Q4: 7,134 shares 7,134 $310K <0.01% +714 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,817 shares; 2025Q1: 74,789 shares; 2025Q2: 76,024 shares; 2025Q3: 20,406 shares; 2025Q4: 16,175 shares 16,175 $309K <0.01% -4,231 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 22,072 shares; 2025Q1: 12,645 shares; 2025Q2: 21,988 shares; 2025Q3: 27,599 shares; 2025Q4: 26,966 shares 26,966 $308K <0.01% -633 Timeline