FDIS 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: 22,084 shares; 2024Q4: 22,181 shares; 2025Q1: 20,752 shares; 2025Q2: 23,118 shares; 2025Q3: 23,016 shares; 2025Q4: 22,627 shares 22,627 $2.31M 0.03% -389 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 15,389 shares; 2025Q1: 17,970 shares; 2025Q2: 33,434 shares; 2025Q3: 24,050 shares; 2025Q4: 22,738 shares 22,738 $2.28M 0.03% -1,312 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,198 shares; 2024Q4: 17,517 shares; 2025Q1: 22,208 shares; 2025Q2: 31,336 shares; 2025Q3: 36,861 shares; 2025Q4: 42,630 shares 42,630 $2.28M 0.03% +5,769 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 29,500 shares; 2025Q1: 28,020 shares; 2025Q2: 27,208 shares; 2025Q3: 28,087 shares; 2025Q4: 18,422 shares 18,422 $2.27M 0.03% -9,665 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 14,472 shares; 2025Q1: 16,551 shares; 2025Q2: 16,190 shares; 2025Q3: 14,405 shares; 2025Q4: 14,582 shares 14,582 $2.26M 0.03% +177 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,118 shares; 2024Q4: 32,463 shares; 2025Q1: 42,992 shares; 2025Q2: 68,575 shares; 2025Q3: 64,915 shares; 2025Q4: 48,508 shares 48,508 $2.26M 0.03% -16,407 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,271 shares; 2024Q4: 18,747 shares; 2025Q1: 19,931 shares; 2025Q2: 20,233 shares; 2025Q3: 20,880 shares; 2025Q4: 23,427 shares 23,427 $2.26M 0.03% +2,547 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,512 shares; 2025Q3: 29,882 shares; 2025Q4: 42,650 shares 42,650 $2.25M 0.03% +12,768 Timeline VONV 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: 14,144 shares; 2024Q4: 16,553 shares; 2025Q1: 19,949 shares; 2025Q2: 21,335 shares; 2025Q3: 23,928 shares; 2025Q4: 24,413 shares 24,413 $2.25M 0.03% +485 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,434 shares; 2024Q4: 39,974 shares; 2025Q1: 39,662 shares; 2025Q2: 40,456 shares; 2025Q3: 41,654 shares; 2025Q4: 47,848 shares 47,848 $2.25M 0.03% +6,194 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 8,805 shares; 2025Q1: 8,906 shares; 2025Q2: 8,843 shares; 2025Q3: 8,155 shares; 2025Q4: 7,460 shares 7,460 $2.21M 0.03% -695 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 15,900 shares; 2025Q1: 24,194 shares; 2025Q2: 26,742 shares; 2025Q3: 27,847 shares; 2025Q4: 29,038 shares 29,038 $2.2M 0.03% +1,191 Timeline IGPT 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: 30,072 shares; 2024Q4: 27,548 shares; 2025Q1: 33,660 shares; 2025Q2: 34,831 shares; 2025Q3: 35,162 shares; 2025Q4: 36,882 shares 36,882 $2.19M 0.03% +1,720 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,487 shares; 2024Q4: 40,727 shares; 2025Q1: 39,008 shares; 2025Q2: 33,713 shares; 2025Q3: 32,002 shares; 2025Q4: 32,527 shares 32,527 $2.18M 0.03% +525 Timeline FLRT 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: 4,253 shares; 2024Q4: 4,806 shares; 2025Q1: 15,781 shares; 2025Q2: 18,685 shares; 2025Q3: 34,141 shares; 2025Q4: 45,492 shares 45,492 $2.14M 0.03% +11,351 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,581 shares; 2024Q4: 50,934 shares; 2025Q1: 52,283 shares; 2025Q2: 56,333 shares; 2025Q3: 60,603 shares; 2025Q4: 64,808 shares 64,808 $2.14M 0.03% +4,205 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 5,079 shares; 2025Q1: 7,048 shares; 2025Q2: 9,974 shares; 2025Q3: 7,491 shares; 2025Q4: 9,716 shares 9,716 $2.13M 0.03% +2,225 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,670 shares; 2025Q2: 39,223 shares; 2025Q3: 62,154 shares; 2025Q4: 109,803 shares 109,803 $2.13M 0.03% +47,649 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,341 shares; 2024Q4: 11,693 shares; 2025Q1: 12,130 shares; 2025Q2: 16,103 shares; 2025Q3: 19,543 shares; 2025Q4: 16,015 shares 16,015 $2.12M 0.03% -3,528 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,508 shares; 2025Q3: 71,895 shares; 2025Q4: 72,243 shares 72,243 $2.12M 0.03% +348 Timeline IBDS 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: 9,124 shares; 2024Q4: 9,931 shares; 2025Q1: 44,083 shares; 2025Q2: 59,818 shares; 2025Q3: 67,543 shares; 2025Q4: 86,927 shares 86,927 $2.11M 0.03% +19,384 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,135 shares; 2024Q4: 20,792 shares; 2025Q1: 28,953 shares; 2025Q2: 28,311 shares; 2025Q3: 29,725 shares; 2025Q4: 43,956 shares 43,956 $2.11M 0.03% +14,231 Timeline AVDE 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: 14,985 shares; 2025Q3: 21,549 shares; 2025Q4: 25,588 shares 25,588 $2.11M 0.03% +4,039 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,841 shares; 2025Q4: 37,881 shares 37,881 $2.11M 0.03% +3,040 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 8,328 shares; 2025Q1: 13,700 shares; 2025Q2: 13,692 shares; 2025Q3: 15,929 shares; 2025Q4: 25,223 shares 25,223 $2.1M 0.03% +9,294 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 19,913 shares; 2025Q1: 20,800 shares; 2025Q2: 20,462 shares; 2025Q3: 20,414 shares; 2025Q4: 23,634 shares 23,634 $2.09M 0.03% +3,220 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,853 shares; 2025Q1: 5,229 shares; 2025Q2: 4,019 shares; 2025Q3: 4,520 shares; 2025Q4: 4,410 shares 4,410 $2.07M 0.03% -110 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: not reported; 2024Q4: 1,186 shares; 2025Q1: 6,053 shares; 2025Q2: 6,821 shares; 2025Q3: 5,834 shares; 2025Q4: 4,905 shares 4,905 $2.07M 0.03% -929 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 6,206 shares; 2025Q1: 6,380 shares; 2025Q2: 6,313 shares; 2025Q3: 6,408 shares; 2025Q4: 10,595 shares 10,595 $2.07M 0.03% +4,187 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 12,323 shares; 2025Q1: 9,470 shares; 2025Q2: 11,561 shares; 2025Q3: 12,617 shares; 2025Q4: 12,914 shares 12,914 $2.06M 0.03% +297 Timeline FDLO 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: 10,298 shares; 2024Q4: 20,368 shares; 2025Q1: 24,549 shares; 2025Q2: 26,095 shares; 2025Q3: 27,106 shares; 2025Q4: 30,806 shares 30,806 $2.06M 0.03% +3,700 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,136 shares; 2025Q3: 30,455 shares; 2025Q4: 28,549 shares 28,549 $2.05M 0.03% -1,906 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,251 shares 31,251 $2.05M 0.03% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,251 shares; 2024Q4: 14,350 shares; 2025Q1: 16,453 shares; 2025Q2: 15,505 shares; 2025Q3: 31,233 shares; 2025Q4: 52,041 shares 52,041 $2.04M 0.03% +20,808 Timeline INFL 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: not reported; 2025Q2: not reported; 2025Q3: 28,145 shares; 2025Q4: 45,823 shares 45,823 $2.04M 0.03% +17,678 Timeline BCD 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: 8,058 shares; 2024Q4: not reported; 2025Q1: 54,846 shares; 2025Q2: 58,412 shares; 2025Q3: 59,771 shares; 2025Q4: 65,566 shares 65,566 $2.03M 0.03% +5,795 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,528 shares; 2025Q2: 56,668 shares; 2025Q3: 77,701 shares; 2025Q4: 73,281 shares 73,281 $2.02M 0.03% -4,420 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: 15,338 shares; 2025Q1: 15,815 shares; 2025Q2: 16,339 shares; 2025Q3: 13,871 shares; 2025Q4: 16,212 shares 16,212 $2.01M 0.03% +2,341 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,339 shares; 2025Q1: 4,987 shares; 2025Q2: 5,333 shares; 2025Q3: 6,105 shares; 2025Q4: 6,972 shares 6,972 $2M 0.02% +867 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,808 shares; 2024Q4: 13,280 shares; 2025Q1: 15,283 shares; 2025Q2: 19,744 shares; 2025Q3: 20,370 shares; 2025Q4: 20,170 shares 20,170 $2M 0.02% -200 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,943 shares; 2024Q4: 44,185 shares; 2025Q1: 43,681 shares; 2025Q2: 39,879 shares; 2025Q3: 42,200 shares; 2025Q4: 39,447 shares 39,447 $2M 0.02% -2,753 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,734 shares; 2024Q4: 73,558 shares; 2025Q1: 77,072 shares; 2025Q2: 78,964 shares; 2025Q3: 79,838 shares; 2025Q4: 82,487 shares 82,487 $1.99M 0.02% +2,649 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 5,466 shares; 2025Q1: 5,214 shares; 2025Q2: 12,155 shares; 2025Q3: 15,048 shares; 2025Q4: 9,542 shares 9,542 $1.98M 0.02% -5,506 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,470 shares; 2024Q4: 101,043 shares; 2025Q1: 102,544 shares; 2025Q2: 95,260 shares; 2025Q3: 99,542 shares; 2025Q4: 97,796 shares 97,796 $1.98M 0.02% -1,746 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,407 shares; 2024Q4: 21,204 shares; 2025Q1: 59,887 shares; 2025Q2: 61,265 shares; 2025Q3: 66,983 shares; 2025Q4: 68,639 shares 68,639 $1.98M 0.02% +1,656 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 4,986 shares; 2025Q1: 4,929 shares; 2025Q2: 4,894 shares; 2025Q3: 4,772 shares; 2025Q4: 9,920 shares 9,920 $1.96M 0.02% +5,148 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,277 shares; 2025Q1: 5,645 shares; 2025Q2: 6,133 shares; 2025Q3: 7,731 shares; 2025Q4: 8,478 shares 8,478 $1.95M 0.02% +747 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: 49,887 shares; 2025Q3: 50,842 shares; 2025Q4: 52,856 shares 52,856 $1.95M 0.02% +2,014 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 5,980 shares; 2025Q1: 8,461 shares; 2025Q2: 7,944 shares; 2025Q3: 7,676 shares; 2025Q4: 8,615 shares 8,615 $1.94M 0.02% +939 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,013 shares; 2024Q4: 26,969 shares; 2025Q1: 26,859 shares; 2025Q2: 27,445 shares; 2025Q3: 26,286 shares; 2025Q4: 26,036 shares 26,036 $1.93M 0.02% -250 Timeline KXI 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: 30,406 shares; 2025Q3: 31,627 shares; 2025Q4: 29,872 shares 29,872 $1.93M 0.02% -1,755 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,656 shares; 2024Q4: 19,354 shares; 2025Q1: 25,681 shares; 2025Q2: 41,308 shares; 2025Q3: 40,399 shares; 2025Q4: 40,974 shares 40,974 $1.93M 0.02% +575 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,145 shares; 2025Q1: 2,567 shares; 2025Q2: 7,914 shares; 2025Q3: 8,071 shares; 2025Q4: 12,176 shares 12,176 $1.91M 0.02% +4,105 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,501 shares; 2025Q2: 67,320 shares; 2025Q3: 104,893 shares; 2025Q4: 106,898 shares 106,898 $1.9M 0.02% +2,005 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 8,127 shares; 2025Q1: 8,975 shares; 2025Q2: 6,778 shares; 2025Q3: 6,755 shares; 2025Q4: 7,242 shares 7,242 $1.9M 0.02% +487 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,753 shares; 2024Q4: 110,153 shares; 2025Q1: 112,630 shares; 2025Q2: 108,142 shares; 2025Q3: 105,489 shares; 2025Q4: 63,258 shares 63,258 $1.89M 0.02% -42,231 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,168 shares; 2025Q1: 53,779 shares; 2025Q2: 52,844 shares; 2025Q3: 56,168 shares; 2025Q4: 74,017 shares 74,017 $1.88M 0.02% +17,849 Timeline FCOM 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: 31,337 shares; 2024Q4: 30,769 shares; 2025Q1: 31,553 shares; 2025Q2: 32,244 shares; 2025Q3: 31,981 shares; 2025Q4: 25,506 shares 25,506 $1.87M 0.02% -6,475 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,923 shares; 2024Q4: 28,620 shares; 2025Q1: 29,611 shares; 2025Q2: 31,710 shares; 2025Q3: 33,081 shares; 2025Q4: 30,520 shares 30,520 $1.87M 0.02% -2,561 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,445 shares; 2024Q4: 96,832 shares; 2025Q1: 86,081 shares; 2025Q2: 80,383 shares; 2025Q3: 65,493 shares; 2025Q4: 56,610 shares 56,610 $1.86M 0.02% -8,883 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,507 shares; 2024Q4: 15,951 shares; 2025Q1: 33,531 shares; 2025Q2: 57,296 shares; 2025Q3: 49,869 shares; 2025Q4: 45,006 shares 45,006 $1.86M 0.02% -4,863 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,770 shares; 2024Q4: 19,657 shares; 2025Q1: 19,852 shares; 2025Q2: 19,299 shares; 2025Q3: 17,516 shares; 2025Q4: 28,348 shares 28,348 $1.85M 0.02% +10,832 MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,035 shares; 2025Q1: 1,925 shares; 2025Q2: 2,574 shares; 2025Q3: 4,893 shares; 2025Q4: 4,827 shares 4,827 $1.85M 0.02% -66 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,462 shares; 2025Q1: 7,110 shares; 2025Q2: 6,253 shares; 2025Q3: 6,028 shares; 2025Q4: 5,952 shares 5,952 $1.85M 0.02% -76 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 8,456 shares; 2025Q1: 8,724 shares; 2025Q2: 8,984 shares; 2025Q3: 8,866 shares; 2025Q4: 8,919 shares 8,919 $1.84M 0.02% +53 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 11,425 shares; 2025Q1: 13,241 shares; 2025Q2: 12,584 shares; 2025Q3: 12,529 shares; 2025Q4: 17,521 shares 17,521 $1.84M 0.02% +4,992 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,854 shares; 2024Q4: 82,936 shares; 2025Q1: 90,876 shares; 2025Q2: 103,832 shares; 2025Q3: 101,544 shares; 2025Q4: 97,735 shares 97,735 $1.84M 0.02% -3,809 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,195 shares; 2024Q4: 44,895 shares; 2025Q1: 54,767 shares; 2025Q2: 60,724 shares; 2025Q3: 64,995 shares; 2025Q4: 71,591 shares 71,591 $1.84M 0.02% +6,596 Timeline AVNM 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: 20,289 shares; 2025Q4: 24,901 shares 24,901 $1.83M 0.02% +4,612 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,815 shares; 2024Q4: 51,043 shares; 2025Q1: 48,195 shares; 2025Q2: 34,166 shares; 2025Q3: 34,166 shares; 2025Q4: 33,384 shares 33,384 $1.83M 0.02% -782 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,681 shares; 2024Q4: 17,181 shares; 2025Q1: 59,756 shares; 2025Q2: 68,376 shares; 2025Q3: 58,667 shares; 2025Q4: 69,904 shares 69,904 $1.83M 0.02% +11,237 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,630 shares; 2024Q4: 14,345 shares; 2025Q1: 18,456 shares; 2025Q2: 18,308 shares; 2025Q3: 17,599 shares; 2025Q4: 18,377 shares 18,377 $1.83M 0.02% +778 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: 8,102 shares; 2024Q4: 8,111 shares; 2025Q1: 9,111 shares; 2025Q2: 9,081 shares; 2025Q3: 9,073 shares; 2025Q4: 17,321 shares 17,321 $1.82M 0.02% +8,248 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,668 shares; 2025Q3: 38,950 shares; 2025Q4: 40,569 shares 40,569 $1.82M 0.02% +1,619 Timeline MTBA 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: 8,360 shares; 2024Q4: 9,134 shares; 2025Q1: 34,073 shares; 2025Q2: 33,784 shares; 2025Q3: 34,392 shares; 2025Q4: 36,038 shares 36,038 $1.82M 0.02% +1,646 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,239 shares; 2025Q3: 33,792 shares; 2025Q4: 31,092 shares 31,092 $1.81M 0.02% -2,700 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,426 shares; 2024Q4: 34,293 shares; 2025Q1: 35,143 shares; 2025Q2: 36,314 shares; 2025Q3: 38,668 shares; 2025Q4: 38,644 shares 38,644 $1.8M 0.02% -24 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 31,059 shares; 2025Q1: 32,870 shares; 2025Q2: 33,283 shares; 2025Q3: 33,325 shares; 2025Q4: 33,350 shares 33,350 $1.8M 0.02% +25 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,294 shares; 2025Q1: 3,385 shares; 2025Q2: 7,596 shares; 2025Q3: 8,710 shares; 2025Q4: 10,191 shares 10,191 $1.79M 0.02% +1,481 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,040 shares; 2024Q4: 33,738 shares; 2025Q1: 33,032 shares; 2025Q2: 34,617 shares; 2025Q3: 31,208 shares; 2025Q4: 28,666 shares 28,666 $1.78M 0.02% -2,542 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 7,314 shares; 2025Q1: 4,158 shares; 2025Q2: 4,129 shares; 2025Q3: 5,342 shares; 2025Q4: 10,938 shares 10,938 $1.77M 0.02% +5,596 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,372 shares; 2025Q1: 1,155 shares; 2025Q2: 1,138 shares; 2025Q3: 3,424 shares; 2025Q4: 5,368 shares 5,368 $1.76M 0.02% +1,944 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: 12,090 shares; 2024Q4: 6,154 shares; 2025Q1: not reported; 2025Q2: 6,607 shares; 2025Q3: 15,927 shares; 2025Q4: 20,199 shares 20,199 $1.76M 0.02% +4,272 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,349 shares; 2025Q1: 3,526 shares; 2025Q2: 3,375 shares; 2025Q3: 3,280 shares; 2025Q4: 5,088 shares 5,088 $1.75M 0.02% +1,808 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,592 shares; 2024Q4: 36,183 shares; 2025Q1: 31,500 shares; 2025Q2: 29,225 shares; 2025Q3: 28,772 shares; 2025Q4: 46,778 shares 46,778 $1.75M 0.02% +18,006 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 13,995 shares; 2025Q1: 16,712 shares; 2025Q2: 15,351 shares; 2025Q3: 14,213 shares; 2025Q4: 13,317 shares 13,317 $1.74M 0.02% -896 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,144 shares; 2024Q4: 16,475 shares; 2025Q1: 14,840 shares; 2025Q2: 15,795 shares; 2025Q3: 16,236 shares; 2025Q4: 15,388 shares 15,388 $1.74M 0.02% -848 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 14,368 shares; 2025Q1: 22,528 shares; 2025Q2: 28,515 shares; 2025Q3: 37,712 shares; 2025Q4: 40,789 shares 40,789 $1.73M 0.02% +3,077 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,614 shares; 2024Q4: 22,771 shares; 2025Q1: 23,560 shares; 2025Q2: 22,115 shares; 2025Q3: 22,419 shares; 2025Q4: 21,728 shares 21,728 $1.72M 0.02% -691 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,239 shares; 2024Q4: 32,667 shares; 2025Q1: 39,111 shares; 2025Q2: 31,286 shares; 2025Q3: 30,832 shares; 2025Q4: 30,856 shares 30,856 $1.71M 0.02% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,303 shares; 2025Q3: 10,232 shares; 2025Q4: 12,030 shares 12,030 $1.71M 0.02% +1,798 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,607 shares; 2025Q1: 1,720 shares; 2025Q2: 1,753 shares; 2025Q3: 1,549 shares; 2025Q4: 2,114 shares 2,114 $1.71M 0.02% +565 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,217 shares; 2025Q1: 29,082 shares; 2025Q2: 31,346 shares; 2025Q3: 28,548 shares; 2025Q4: 34,594 shares 34,594 $1.7M 0.02% +6,046 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,242 shares; 2025Q4: 30,655 shares 30,655 $1.7M 0.02% +10,413 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,446 shares; 2025Q1: 7,026 shares; 2025Q2: 8,353 shares; 2025Q3: 7,890 shares; 2025Q4: 8,722 shares 8,722 $1.7M 0.02% +832 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,710 shares; 2024Q4: 31,204 shares; 2025Q1: 28,177 shares; 2025Q2: 25,236 shares; 2025Q3: 19,309 shares; 2025Q4: 15,048 shares 15,048 $1.69M 0.02% -4,261 Timeline GRID 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: 8,768 shares; 2025Q3: 9,537 shares; 2025Q4: 10,994 shares 10,994 $1.68M 0.02% +1,457 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,619 shares; 2025Q4: 31,950 shares 31,950 $1.68M 0.02% +16,331 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,137 shares; 2024Q4: 30,786 shares; 2025Q1: 45,576 shares; 2025Q2: 61,766 shares; 2025Q3: 68,787 shares; 2025Q4: 70,791 shares 70,791 $1.67M 0.02% +2,004 Timeline SCHB 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: 24,153 shares; 2024Q4: 65,098 shares; 2025Q1: 69,516 shares; 2025Q2: 62,479 shares; 2025Q3: 64,088 shares; 2025Q4: 63,745 shares 63,745 $1.67M 0.02% -343 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 10,113 shares; 2025Q1: 10,465 shares; 2025Q2: 11,118 shares; 2025Q3: 13,257 shares; 2025Q4: 11,822 shares 11,822 $1.67M 0.02% -1,435 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 3,716 shares; 2025Q1: 4,663 shares; 2025Q2: 4,888 shares; 2025Q3: 4,231 shares; 2025Q4: 9,186 shares 9,186 $1.65M 0.02% +4,955 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,183 shares; 2025Q3: 25,554 shares; 2025Q4: 23,599 shares 23,599 $1.65M 0.02% -1,955 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,444 shares; 2024Q4: 81,941 shares; 2025Q1: 85,272 shares; 2025Q2: 95,120 shares; 2025Q3: 83,389 shares; 2025Q4: 42,976 shares 42,976 $1.65M 0.02% -40,413 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: not reported; 2024Q4: 3,643 shares; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 4,464 shares; 2025Q4: 5,369 shares 5,369 $1.64M 0.02% +905 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,046 shares; 2025Q1: 33,221 shares; 2025Q2: 33,961 shares; 2025Q3: 35,001 shares; 2025Q4: 30,981 shares 30,981 $1.64M 0.02% -4,020 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,711 shares; 2024Q4: 26,686 shares; 2025Q1: 27,411 shares; 2025Q2: 31,539 shares; 2025Q3: 34,032 shares; 2025Q4: 40,776 shares 40,776 $1.64M 0.02% +6,744 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,392 shares; 2024Q4: 9,454 shares; 2025Q1: 9,549 shares; 2025Q2: 12,322 shares; 2025Q3: 12,294 shares; 2025Q4: 10,429 shares 10,429 $1.64M 0.02% -1,865 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,855 shares; 2024Q4: 52,740 shares; 2025Q1: 35,888 shares; 2025Q2: 23,973 shares; 2025Q3: 21,777 shares; 2025Q4: 21,079 shares 21,079 $1.63M 0.02% -698 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,998 shares; 2024Q4: 36,483 shares; 2025Q1: 33,405 shares; 2025Q2: 39,765 shares; 2025Q3: 39,698 shares; 2025Q4: 38,758 shares 38,758 $1.62M 0.02% -940 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 4,620 shares; 2025Q1: 10,213 shares; 2025Q2: 11,401 shares; 2025Q3: 10,619 shares; 2025Q4: 13,324 shares 13,324 $1.62M 0.02% +2,705 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,224 shares; 2024Q4: 18,324 shares; 2025Q1: 18,985 shares; 2025Q2: 20,332 shares; 2025Q3: 18,354 shares; 2025Q4: 11,742 shares 11,742 $1.62M 0.02% -6,612 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,346 shares; 2024Q4: 44,649 shares; 2025Q1: 42,845 shares; 2025Q2: 38,826 shares; 2025Q3: 38,021 shares; 2025Q4: 36,346 shares 36,346 $1.62M 0.02% -1,675 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,209 shares; 2025Q2: 21,916 shares; 2025Q3: 30,541 shares; 2025Q4: 31,657 shares 31,657 $1.61M 0.02% +1,116 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,938 shares; 2024Q4: 63,325 shares; 2025Q1: 63,845 shares; 2025Q2: 64,837 shares; 2025Q3: 69,481 shares; 2025Q4: 69,413 shares 69,413 $1.61M 0.02% -68 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,622 shares; 2024Q4: 103,585 shares; 2025Q1: 133,706 shares; 2025Q2: 139,828 shares; 2025Q3: 135,772 shares; 2025Q4: 130,022 shares 130,022 $1.61M 0.02% -5,750 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,605 shares; 2024Q4: 13,818 shares; 2025Q1: 15,007 shares; 2025Q2: 16,152 shares; 2025Q3: 32,633 shares; 2025Q4: 36,877 shares 36,877 $1.61M 0.02% +4,244 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,734 shares; 2025Q4: 36,821 shares 36,821 $1.61M 0.02% +87 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 5,314 shares; 2025Q1: 5,303 shares; 2025Q2: 4,944 shares; 2025Q3: 4,942 shares; 2025Q4: 10,033 shares 10,033 $1.6M 0.02% +5,091 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,054 shares; 2025Q4: 87,762 shares 87,762 $1.59M 0.02% +17,708 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,634 shares; 2025Q2: 36,531 shares; 2025Q3: 54,388 shares; 2025Q4: 59,336 shares 59,336 $1.58M 0.02% +4,948 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 2,171 shares; 2025Q2: 1,461 shares; 2025Q3: 5,094 shares; 2025Q4: 5,585 shares 5,585 $1.58M 0.02% +491 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,271 shares; 2025Q1: 25,618 shares; 2025Q2: 31,151 shares; 2025Q3: 26,764 shares; 2025Q4: 23,602 shares 23,602 $1.58M 0.02% -3,162 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: 11,518 shares; 2024Q4: 21,941 shares; 2025Q1: 12,220 shares; 2025Q2: 15,915 shares; 2025Q3: 17,603 shares; 2025Q4: 19,089 shares 19,089 $1.57M 0.02% +1,486 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,352 shares; 2024Q4: 31,352 shares; 2025Q1: 26,576 shares; 2025Q2: 27,891 shares; 2025Q3: 27,346 shares; 2025Q4: 27,346 shares 27,346 $1.56M 0.02% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,069 shares; 2025Q3: 9,572 shares; 2025Q4: 14,558 shares 14,558 $1.56M 0.02% +4,986 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,415 shares; 2025Q2: 28,935 shares; 2025Q3: 44,411 shares; 2025Q4: 45,317 shares 45,317 $1.55M 0.02% +906 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 4,513 shares; 2025Q2: 8,074 shares; 2025Q3: 15,183 shares; 2025Q4: 9,571 shares 9,571 $1.54M 0.02% -5,612 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,309 shares; 2024Q4: 48,640 shares; 2025Q1: 59,531 shares; 2025Q2: 25,855 shares; 2025Q3: 21,547 shares; 2025Q4: 30,342 shares 30,342 $1.54M 0.02% +8,795 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 18,980 shares; 2025Q1: 18,912 shares; 2025Q2: 27,156 shares; 2025Q3: 29,184 shares; 2025Q4: 29,150 shares 29,150 $1.54M 0.02% -34 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,304 shares; 2025Q1: 40,781 shares; 2025Q2: 50,981 shares; 2025Q3: 51,530 shares; 2025Q4: 43,177 shares 43,177 $1.53M 0.02% -8,353 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 22,123 shares; 2025Q1: 25,399 shares; 2025Q2: 26,605 shares; 2025Q3: 27,485 shares; 2025Q4: 42,876 shares 42,876 $1.52M 0.02% +15,391 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: 26,673 shares; 2024Q4: 29,105 shares; 2025Q1: 29,120 shares; 2025Q2: 28,087 shares; 2025Q3: 29,224 shares; 2025Q4: 29,569 shares 29,569 $1.52M 0.02% +345 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,757 shares; 2024Q4: 19,502 shares; 2025Q1: 20,723 shares; 2025Q2: 21,154 shares; 2025Q3: 21,561 shares; 2025Q4: 20,578 shares 20,578 $1.52M 0.02% -983 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,188 shares; 2025Q2: 7,631 shares; 2025Q3: 8,143 shares; 2025Q4: 13,958 shares 13,958 $1.51M 0.02% +5,815 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,051 shares; 2024Q4: 27,552 shares; 2025Q1: 32,166 shares; 2025Q2: 29,403 shares; 2025Q3: 28,723 shares; 2025Q4: 29,182 shares 29,182 $1.51M 0.02% +459 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,741 shares; 2024Q4: 37,666 shares; 2025Q1: 36,788 shares; 2025Q2: 34,123 shares; 2025Q3: 33,207 shares; 2025Q4: 33,128 shares 33,128 $1.51M 0.02% -79 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,371 shares; 2024Q4: 71,557 shares; 2025Q1: 70,015 shares; 2025Q2: 71,772 shares; 2025Q3: 85,071 shares; 2025Q4: 106,344 shares 106,344 $1.51M 0.02% +21,273 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,637 shares; 2024Q4: 14,272 shares; 2025Q1: 10,813 shares; 2025Q2: 12,256 shares; 2025Q3: 11,696 shares; 2025Q4: 14,664 shares 14,664 $1.5M 0.02% +2,968 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,911 shares; 2024Q4: 20,737 shares; 2025Q1: 20,824 shares; 2025Q2: 20,816 shares; 2025Q3: 20,404 shares; 2025Q4: 18,279 shares 18,279 $1.5M 0.02% -2,125 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 5,319 shares; 2025Q1: 5,700 shares; 2025Q2: 5,741 shares; 2025Q3: 7,259 shares; 2025Q4: 7,693 shares 7,693 $1.49M 0.02% +434 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,959 shares; 2024Q4: 60,639 shares; 2025Q1: 60,166 shares; 2025Q2: 62,223 shares; 2025Q3: 57,914 shares; 2025Q4: 57,939 shares 57,939 $1.49M 0.02% +25 Timeline LCTU 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: 8,775 shares; 2024Q4: 9,375 shares; 2025Q1: 9,400 shares; 2025Q2: 9,423 shares; 2025Q3: 18,415 shares; 2025Q4: 20,136 shares 20,136 $1.49M 0.02% +1,721 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,877 shares; 2024Q4: 81,673 shares; 2025Q1: 76,260 shares; 2025Q2: 75,243 shares; 2025Q3: 103,391 shares; 2025Q4: 73,382 shares 73,382 $1.49M 0.02% -30,009 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 5,084 shares; 2025Q1: 7,097 shares; 2025Q2: 7,878 shares; 2025Q3: 7,088 shares; 2025Q4: 11,315 shares 11,315 $1.48M 0.02% +4,227 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 13,912 shares; 2025Q1: 13,288 shares; 2025Q2: 7,615 shares; 2025Q3: 9,506 shares; 2025Q4: 9,887 shares 9,887 $1.47M 0.02% +381 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,491 shares 74,491 $1.47M 0.02% new 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: not reported; 2025Q3: 11,598 shares; 2025Q4: 24,661 shares 24,661 $1.47M 0.02% +13,063 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,896 shares; 2024Q4: 85,379 shares; 2025Q1: 78,306 shares; 2025Q2: 79,252 shares; 2025Q3: 77,600 shares; 2025Q4: 76,356 shares 76,356 $1.47M 0.02% -1,244 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,859 shares; 2025Q2: 46,775 shares; 2025Q3: 51,194 shares; 2025Q4: 60,549 shares 60,549 $1.45M 0.02% +9,355 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,614 shares; 2025Q2: 61,618 shares; 2025Q3: 63,877 shares; 2025Q4: 69,675 shares 69,675 $1.45M 0.02% +5,798 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: 123,551 shares; 2024Q4: 113,618 shares; 2025Q1: 114,637 shares; 2025Q2: 114,268 shares; 2025Q3: 93,217 shares; 2025Q4: 75,909 shares 75,909 $1.45M 0.02% -17,308 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 4,738 shares; 2025Q1: 5,088 shares; 2025Q2: 7,591 shares; 2025Q3: 7,251 shares; 2025Q4: 5,297 shares 5,297 $1.45M 0.02% -1,954 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,315 shares; 2025Q1: 9,413 shares; 2025Q2: 7,019 shares; 2025Q3: 6,701 shares; 2025Q4: 6,185 shares 6,185 $1.45M 0.02% -516 Timeline USMV 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: 15,755 shares; 2024Q4: 15,078 shares; 2025Q1: 15,010 shares; 2025Q2: 14,790 shares; 2025Q3: 15,758 shares; 2025Q4: 15,238 shares 15,238 $1.43M 0.02% -520 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 17,364 shares; 2025Q1: 23,707 shares; 2025Q2: 26,867 shares; 2025Q3: 26,246 shares; 2025Q4: 24,220 shares 24,220 $1.43M 0.02% -2,026 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: 1,573 shares; 2025Q1: 1,852 shares; 2025Q2: 1,879 shares; 2025Q3: 6,348 shares; 2025Q4: 6,803 shares 6,803 $1.42M 0.02% +455 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,906 shares; 2024Q4: 22,380 shares; 2025Q1: 25,197 shares; 2025Q2: 25,601 shares; 2025Q3: 21,691 shares; 2025Q4: 20,467 shares 20,467 $1.42M 0.02% -1,224 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,515 shares; 2024Q4: 14,349 shares; 2025Q1: 14,988 shares; 2025Q2: 19,109 shares; 2025Q3: 20,151 shares; 2025Q4: 21,559 shares 21,559 $1.4M 0.02% +1,408 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 4,102 shares; 2025Q1: 2,489 shares; 2025Q2: 4,351 shares; 2025Q3: 7,716 shares; 2025Q4: 8,103 shares 8,103 $1.4M 0.02% +387 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,803 shares; 2025Q1: not reported; 2025Q2: 2,934 shares; 2025Q3: 4,110 shares; 2025Q4: 10,270 shares 10,270 $1.4M 0.02% +6,160 Timeline AGGH 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: 18,587 shares; 2024Q4: 21,085 shares; 2025Q1: 81,997 shares; 2025Q2: 63,064 shares; 2025Q3: 64,340 shares; 2025Q4: 67,336 shares 67,336 $1.39M 0.02% +2,996 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,577 shares; 2025Q2: 74,073 shares; 2025Q3: 77,327 shares; 2025Q4: 83,022 shares 83,022 $1.39M 0.02% +5,695 Timeline IEZ 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: 25,834 shares; 2025Q2: 76,089 shares; 2025Q3: 72,163 shares; 2025Q4: 66,394 shares 66,394 $1.39M 0.02% -5,769 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 9,038 shares; 2025Q1: 9,765 shares; 2025Q2: 9,409 shares; 2025Q3: 16,718 shares; 2025Q4: 17,198 shares 17,198 $1.38M 0.02% +480 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,904 shares; 2024Q4: 33,395 shares; 2025Q1: 45,066 shares; 2025Q2: 50,844 shares; 2025Q3: 50,249 shares; 2025Q4: 49,084 shares 49,084 $1.38M 0.02% -1,165 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,543 shares; 2024Q4: 22,168 shares; 2025Q1: 23,696 shares; 2025Q2: 21,705 shares; 2025Q3: 23,082 shares; 2025Q4: 21,125 shares 21,125 $1.38M 0.02% -1,957 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 25,008 shares; 2025Q1: 24,034 shares; 2025Q2: 23,279 shares; 2025Q3: 22,269 shares; 2025Q4: 21,328 shares 21,328 $1.37M 0.02% -941 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,096 shares; 2024Q4: 25,096 shares; 2025Q1: 24,216 shares; 2025Q2: 24,216 shares; 2025Q3: 24,216 shares; 2025Q4: 24,216 shares 24,216 $1.37M 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,192 shares; 2024Q4: 12,823 shares; 2025Q1: 7,371 shares; 2025Q2: 9,560 shares; 2025Q3: 4,027 shares; 2025Q4: 10,854 shares 10,854 $1.37M 0.02% +6,827 Timeline CGCP 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: 129,699 shares; 2024Q4: 206,508 shares; 2025Q1: 155,029 shares; 2025Q2: 80,814 shares; 2025Q3: 53,177 shares; 2025Q4: 60,069 shares 60,069 $1.36M 0.02% +6,892 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,373 shares; 2025Q4: 55,462 shares 55,462 $1.36M 0.02% +10,089 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,534 shares; 2025Q1: 10,342 shares; 2025Q2: 10,368 shares; 2025Q3: 10,437 shares; 2025Q4: 10,449 shares 10,449 $1.35M 0.02% +12 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,032 shares; 2024Q4: 20,124 shares; 2025Q1: 20,881 shares; 2025Q2: 23,805 shares; 2025Q3: 25,345 shares; 2025Q4: 27,620 shares 27,620 $1.35M 0.02% +2,275 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 10,223 shares; 2025Q1: 46,833 shares; 2025Q2: 69,276 shares; 2025Q3: 66,694 shares; 2025Q4: 71,473 shares 71,473 $1.35M 0.02% +4,779 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,668 shares; 2024Q4: 38,408 shares; 2025Q1: 40,760 shares; 2025Q2: 45,936 shares; 2025Q3: 51,795 shares; 2025Q4: 56,032 shares 56,032 $1.35M 0.02% +4,237 Timeline TUA 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: 19,333 shares; 2024Q4: 20,015 shares; 2025Q1: 30,199 shares; 2025Q2: 57,464 shares; 2025Q3: 58,493 shares; 2025Q4: 60,755 shares 60,755 $1.33M 0.02% +2,262 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 6,203 shares; 2025Q1: 6,215 shares; 2025Q2: 6,225 shares; 2025Q3: 9,866 shares; 2025Q4: 10,307 shares 10,307 $1.33M 0.02% +441 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,169 shares; 2024Q4: 29,047 shares; 2025Q1: 30,107 shares; 2025Q2: 28,607 shares; 2025Q3: 28,760 shares; 2025Q4: 27,858 shares 27,858 $1.33M 0.02% -902 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 12,559 shares; 2025Q1: 20,303 shares; 2025Q2: 36,195 shares; 2025Q3: 49,290 shares; 2025Q4: 56,016 shares 56,016 $1.33M 0.02% +6,726 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 12,281 shares; 2025Q1: 12,915 shares; 2025Q2: 11,893 shares; 2025Q3: 20,425 shares; 2025Q4: 13,290 shares 13,290 $1.33M 0.02% -7,135 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,075 shares; 2025Q2: 78,826 shares; 2025Q3: 72,483 shares; 2025Q4: 78,130 shares 78,130 $1.32M 0.02% +5,647 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 30,768 shares; 2025Q3: 30,583 shares; 2025Q4: 30,307 shares 30,307 $1.32M 0.02% -276 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,722 shares; 2024Q4: 25,855 shares; 2025Q1: 15,822 shares; 2025Q2: 9,828 shares; 2025Q3: 10,157 shares; 2025Q4: 27,494 shares 27,494 $1.32M 0.02% +17,337 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 5,335 shares; 2025Q1: 6,969 shares; 2025Q2: 10,419 shares; 2025Q3: 9,488 shares; 2025Q4: 9,932 shares 9,932 $1.32M 0.02% +444 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,435 shares; 2025Q1: 6,365 shares; 2025Q2: 6,233 shares; 2025Q3: 6,288 shares; 2025Q4: 6,370 shares 6,370 $1.32M 0.02% +82 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 25,171 shares; 2025Q1: 24,561 shares; 2025Q2: 23,830 shares; 2025Q3: 22,517 shares; 2025Q4: 23,219 shares 23,219 $1.31M 0.02% +702 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,820 shares; 2024Q4: 16,221 shares; 2025Q1: 19,231 shares; 2025Q2: 20,280 shares; 2025Q3: 20,265 shares; 2025Q4: 20,930 shares 20,930 $1.31M 0.02% +665 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: 123,795 shares; 2024Q4: 127,078 shares; 2025Q1: 122,372 shares; 2025Q2: 122,044 shares; 2025Q3: 112,099 shares; 2025Q4: 115,487 shares 115,487 $1.31M 0.02% +3,388 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,390 shares; 2025Q2: 54,073 shares; 2025Q3: 56,510 shares; 2025Q4: 60,824 shares 60,824 $1.31M 0.02% +4,314 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 4,005 shares; 2025Q1: 3,038 shares; 2025Q2: 1,347 shares; 2025Q3: 1,064 shares; 2025Q4: 976 shares 976 $1.3M 0.02% -88 Timeline DBP 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: not reported; 2024Q4: not reported; 2025Q1: 8,624 shares; 2025Q2: 9,893 shares; 2025Q3: 13,507 shares; 2025Q4: 12,606 shares 12,606 $1.3M 0.02% -901 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,469 shares; 2025Q3: 4,540 shares; 2025Q4: 11,277 shares 11,277 $1.29M 0.02% +6,737 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: 2,154 shares; 2025Q1: 2,621 shares; 2025Q2: 3,099 shares; 2025Q3: 3,566 shares; 2025Q4: 4,113 shares 4,113 $1.29M 0.02% +547 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,325 shares; 2024Q4: 13,432 shares; 2025Q1: 14,135 shares; 2025Q2: 14,940 shares; 2025Q3: 13,737 shares; 2025Q4: 12,573 shares 12,573 $1.29M 0.02% -1,164 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,462 shares; 2024Q4: 41,021 shares; 2025Q1: 45,178 shares; 2025Q2: 41,676 shares; 2025Q3: 40,239 shares; 2025Q4: 56,308 shares 56,308 $1.29M 0.02% +16,069 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 12,352 shares; 2025Q1: 16,050 shares; 2025Q2: 16,582 shares; 2025Q3: 15,521 shares; 2025Q4: 14,732 shares 14,732 $1.29M 0.02% -789 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,164 shares; 2024Q4: 53,476 shares; 2025Q1: 57,042 shares; 2025Q2: 61,507 shares; 2025Q3: 30,296 shares; 2025Q4: 19,114 shares 19,114 $1.29M 0.02% -11,182 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 7,212 shares; 2025Q1: 8,559 shares; 2025Q2: 9,412 shares; 2025Q3: 9,502 shares; 2025Q4: 6,340 shares 6,340 $1.29M 0.02% -3,162 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,395 shares; 2024Q4: 60,032 shares; 2025Q1: 58,828 shares; 2025Q2: 61,560 shares; 2025Q3: 61,617 shares; 2025Q4: 60,508 shares 60,508 $1.28M 0.02% -1,109 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,960 shares; 2025Q1: 5,327 shares; 2025Q2: 4,969 shares; 2025Q3: 5,287 shares; 2025Q4: 6,039 shares 6,039 $1.28M 0.02% +752 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,412 shares; 2025Q2: 4,222 shares; 2025Q3: 4,722 shares; 2025Q4: 5,618 shares 5,618 $1.27M 0.02% +896 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,315 shares; 2024Q4: 9,151 shares; 2025Q1: 9,421 shares; 2025Q2: 9,134 shares; 2025Q3: 10,321 shares; 2025Q4: 9,902 shares 9,902 $1.26M 0.02% -419 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,800 shares; 2024Q4: 14,371 shares; 2025Q1: 13,000 shares; 2025Q2: 13,663 shares; 2025Q3: 13,800 shares; 2025Q4: 14,302 shares 14,302 $1.26M 0.02% +502 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,237 shares; 2024Q4: 16,105 shares; 2025Q1: 16,341 shares; 2025Q2: 15,791 shares; 2025Q3: 12,263 shares; 2025Q4: 13,743 shares 13,743 $1.26M 0.02% +1,480 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,295 shares; 2024Q4: 24,698 shares; 2025Q1: 19,232 shares; 2025Q2: 17,402 shares; 2025Q3: 15,905 shares; 2025Q4: 15,908 shares 15,908 $1.25M 0.02% +3 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 71,500 shares; 2025Q1: 68,994 shares; 2025Q2: 65,730 shares; 2025Q3: 54,463 shares; 2025Q4: 51,200 shares 51,200 $1.25M 0.02% -3,263 Timeline GSEP 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: 14,925 shares; 2024Q4: 14,925 shares; 2025Q1: 15,425 shares; 2025Q2: 15,425 shares; 2025Q3: 23,485 shares; 2025Q4: 32,140 shares 32,140 $1.25M 0.02% +8,655 Timeline SKYY 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: 8,730 shares; 2024Q4: 8,913 shares; 2025Q1: 9,975 shares; 2025Q2: 9,632 shares; 2025Q3: 9,829 shares; 2025Q4: 9,567 shares 9,567 $1.24M 0.02% -262 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,853 shares; 2024Q4: 24,154 shares; 2025Q1: 27,346 shares; 2025Q2: 17,471 shares; 2025Q3: 17,776 shares; 2025Q4: 17,522 shares 17,522 $1.24M 0.02% -254 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: 3,474 shares; 2025Q3: 11,712 shares; 2025Q4: 21,032 shares 21,032 $1.24M 0.02% +9,320 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,624 shares; 2025Q2: 4,700 shares; 2025Q3: 4,738 shares; 2025Q4: 11,022 shares 11,022 $1.24M 0.02% +6,284 Timeline CGCB 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: 9,731 shares; 2025Q3: 32,269 shares; 2025Q4: 46,360 shares 46,360 $1.23M 0.02% +14,091 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 5,717 shares; 2025Q1: 6,608 shares; 2025Q2: 6,133 shares; 2025Q3: 8,111 shares; 2025Q4: 6,332 shares 6,332 $1.23M 0.02% -1,779 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: 29,423 shares; 2024Q4: 39,622 shares; 2025Q1: 45,675 shares; 2025Q2: 47,521 shares; 2025Q3: 49,287 shares; 2025Q4: 58,794 shares 58,794 $1.22M 0.02% +9,507 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,868 shares; 2024Q4: 29,728 shares; 2025Q1: 26,225 shares; 2025Q2: 35,937 shares; 2025Q3: 26,516 shares; 2025Q4: 22,732 shares 22,732 $1.22M 0.02% -3,784 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,046 shares; 2025Q3: 41,185 shares; 2025Q4: 37,565 shares 37,565 $1.22M 0.02% -3,620 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,524 shares; 2025Q3: 26,727 shares; 2025Q4: 35,120 shares 35,120 $1.22M 0.02% +8,393 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,540 shares; 2024Q4: 31,375 shares; 2025Q1: 26,274 shares; 2025Q2: 25,559 shares; 2025Q3: 26,881 shares; 2025Q4: 27,510 shares 27,510 $1.22M 0.02% +629 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 35,354 shares; 2025Q3: 35,729 shares; 2025Q4: 34,569 shares 34,569 $1.22M 0.02% -1,160 Timeline FESM 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: 10,623 shares; 2025Q4: 32,190 shares 32,190 $1.22M 0.02% +21,567 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,731 shares; 2024Q4: 24,745 shares; 2025Q1: 23,273 shares; 2025Q2: 19,318 shares; 2025Q3: 13,976 shares; 2025Q4: 20,706 shares 20,706 $1.22M 0.02% +6,730 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 3,659 shares; 2025Q3: 10,764 shares; 2025Q4: 10,249 shares 10,249 $1.2M 0.01% -515 Timeline IAK 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: 3,962 shares; 2024Q4: 8,781 shares; 2025Q1: 9,337 shares; 2025Q2: 9,350 shares; 2025Q3: 9,111 shares; 2025Q4: 8,844 shares 8,844 $1.2M 0.01% -267 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 12,677 shares; 2025Q1: 14,537 shares; 2025Q2: 14,827 shares; 2025Q3: 13,984 shares; 2025Q4: 14,452 shares 14,452 $1.2M 0.01% +468 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,067 shares; 2024Q4: 31,190 shares; 2025Q1: 32,302 shares; 2025Q2: 27,524 shares; 2025Q3: 21,800 shares; 2025Q4: 22,440 shares 22,440 $1.2M 0.01% +640 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,291 shares; 2024Q4: 50,893 shares; 2025Q1: 49,454 shares; 2025Q2: 49,460 shares; 2025Q3: 49,741 shares; 2025Q4: 30,232 shares 30,232 $1.2M 0.01% -19,509 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 18,525 shares; 2025Q1: 20,070 shares; 2025Q2: 22,771 shares; 2025Q3: 31,915 shares; 2025Q4: 41,846 shares 41,846 $1.19M 0.01% +9,931 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,489 shares; 2025Q1: 4,260 shares; 2025Q2: 4,653 shares; 2025Q3: 5,300 shares; 2025Q4: 5,615 shares 5,615 $1.19M 0.01% +315 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: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,020 shares; 2025Q2: 2,842 shares; 2025Q3: 11,665 shares; 2025Q4: 12,164 shares 12,164 $1.18M 0.01% +499 Timeline DVY 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: 7,474 shares; 2024Q4: 7,110 shares; 2025Q1: 7,738 shares; 2025Q2: 7,750 shares; 2025Q3: 7,483 shares; 2025Q4: 8,387 shares 8,387 $1.18M 0.01% +904 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 23,836 shares; 2025Q1: 36,630 shares; 2025Q2: 45,476 shares; 2025Q3: 42,061 shares; 2025Q4: 43,198 shares 43,198 $1.18M 0.01% +1,137 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 9,636 shares; 2025Q1: 11,576 shares; 2025Q2: 8,159 shares; 2025Q3: 4,503 shares; 2025Q4: 6,392 shares 6,392 $1.16M 0.01% +1,889 Timeline SPYM 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: 5,607 shares; 2024Q4: 6,448 shares; 2025Q1: 10,229 shares; 2025Q2: 12,287 shares; 2025Q3: 16,788 shares; 2025Q4: 14,498 shares 14,498 $1.16M 0.01% -2,290 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,826 shares; 2025Q1: 1,423 shares; 2025Q2: 1,652 shares; 2025Q3: 1,329 shares; 2025Q4: 1,243 shares 1,243 $1.16M 0.01% -86 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: 61,672 shares; 2024Q4: 60,098 shares; 2025Q1: 54,173 shares; 2025Q2: 48,354 shares; 2025Q3: 48,424 shares; 2025Q4: 44,082 shares 44,082 $1.16M 0.01% -4,342 Timeline RDVI 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: 50,565 shares; 2024Q4: 54,990 shares; 2025Q1: 57,874 shares; 2025Q2: 65,376 shares; 2025Q3: 44,161 shares; 2025Q4: 44,119 shares 44,119 $1.16M 0.01% -42 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: 4,041 shares; 2024Q4: 8,743 shares; 2025Q1: 7,944 shares; 2025Q2: 8,666 shares; 2025Q3: 5,911 shares; 2025Q4: 4,797 shares 4,797 $1.16M 0.01% -1,114 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,677 shares; 2025Q1: 10,044 shares; 2025Q2: 9,746 shares; 2025Q3: 9,813 shares; 2025Q4: 9,727 shares 9,727 $1.15M 0.01% -86 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,503 shares; 2024Q4: 100,684 shares; 2025Q1: 105,266 shares; 2025Q2: 104,408 shares; 2025Q3: 89,423 shares; 2025Q4: 47,365 shares 47,365 $1.15M 0.01% -42,058 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,008 shares; 2025Q4: 2,355 shares 2,355 $1.15M 0.01% +1,347 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 985 shares; 2025Q1: 1,328 shares; 2025Q2: 1,147 shares; 2025Q3: 955 shares; 2025Q4: 1,842 shares 1,842 $1.15M 0.01% +887 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 10,538 shares; 2025Q1: 11,191 shares; 2025Q2: 11,193 shares; 2025Q3: 10,996 shares; 2025Q4: 11,000 shares 11,000 $1.14M 0.01% +4 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,571 shares; 2025Q1: 99,280 shares; 2025Q2: 91,607 shares; 2025Q3: 65,803 shares; 2025Q4: 48,984 shares 48,984 $1.14M 0.01% -16,819 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,514 shares; 2025Q3: 29,976 shares; 2025Q4: 36,093 shares 36,093 $1.14M 0.01% +6,117 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,390 shares; 2024Q4: 27,794 shares; 2025Q1: 32,624 shares; 2025Q2: 31,764 shares; 2025Q3: 31,750 shares; 2025Q4: 22,562 shares 22,562 $1.14M 0.01% -9,188 Timeline PBJN PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,093 shares; 2025Q3: 38,093 shares; 2025Q4: 38,093 shares 38,093 $1.14M 0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,356 shares 13,356 $1.14M 0.01% new Timeline JMTG 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: 22,256 shares 22,256 $1.14M 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 7,020 shares; 2025Q1: 7,408 shares; 2025Q2: 7,515 shares; 2025Q3: 7,352 shares; 2025Q4: 6,961 shares 6,961 $1.14M 0.01% -391 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,510 shares; 2025Q1: 2,647 shares; 2025Q2: 7,191 shares; 2025Q3: 7,989 shares; 2025Q4: 4,371 shares 4,371 $1.13M 0.01% -3,618 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,038 shares; 2024Q4: 14,452 shares; 2025Q1: 20,045 shares; 2025Q2: 21,318 shares; 2025Q3: 22,524 shares; 2025Q4: 22,168 shares 22,168 $1.13M 0.01% -356 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,625 shares; 2024Q4: 18,779 shares; 2025Q1: 19,319 shares; 2025Q2: 19,396 shares; 2025Q3: 19,309 shares; 2025Q4: 19,323 shares 19,323 $1.13M 0.01% +14 Timeline MBB 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: 32,554 shares; 2024Q4: 31,819 shares; 2025Q1: 22,020 shares; 2025Q2: 12,896 shares; 2025Q3: 10,387 shares; 2025Q4: 11,831 shares 11,831 $1.13M 0.01% +1,444 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 34,794 shares; 2025Q1: 37,704 shares; 2025Q2: 43,692 shares; 2025Q3: 11,847 shares; 2025Q4: 12,108 shares 12,108 $1.12M 0.01% +261 Timeline ATI ATI INC More: the full row for ATI 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: 5,365 shares; 2025Q3: 9,709 shares; 2025Q4: 9,751 shares 9,751 $1.12M 0.01% +42 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 3,899 shares 3,899 $1.12M 0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 8,084 shares; 2025Q1: 8,077 shares; 2025Q2: 10,083 shares; 2025Q3: 10,189 shares; 2025Q4: 10,485 shares 10,485 $1.12M 0.01% +296 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,786 shares; 2025Q3: 28,474 shares; 2025Q4: 31,288 shares 31,288 $1.12M 0.01% +2,814 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: 4,121 shares; 2024Q4: 4,068 shares; 2025Q1: 4,100 shares; 2025Q2: 4,595 shares; 2025Q3: 4,652 shares; 2025Q4: 6,096 shares 6,096 $1.11M 0.01% +1,444 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 6,317 shares; 2025Q1: 8,597 shares; 2025Q2: 10,058 shares; 2025Q3: 10,809 shares; 2025Q4: 8,433 shares 8,433 $1.11M 0.01% -2,376 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 2,147 shares; 2025Q1: 2,184 shares; 2025Q2: 2,223 shares; 2025Q3: 2,396 shares; 2025Q4: 8,541 shares 8,541 $1.11M 0.01% +6,145 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 6,466 shares; 2025Q1: 6,364 shares; 2025Q2: 6,955 shares; 2025Q3: 6,595 shares; 2025Q4: 6,956 shares 6,956 $1.11M 0.01% +361 Timeline SBAR 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: not reported; 2025Q4: 42,484 shares 42,484 $1.11M 0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 6,365 shares; 2025Q1: 6,534 shares; 2025Q2: 6,812 shares; 2025Q3: 6,212 shares; 2025Q4: 6,561 shares 6,561 $1.11M 0.01% +349 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 8,944 shares; 2025Q1: 10,513 shares; 2025Q2: 10,630 shares; 2025Q3: 10,413 shares; 2025Q4: 10,068 shares 10,068 $1.11M 0.01% -345 Timeline ARKW 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: 7,240 shares; 2024Q4: 4,540 shares; 2025Q1: 4,159 shares; 2025Q2: 3,548 shares; 2025Q3: 3,504 shares; 2025Q4: 7,480 shares 7,480 $1.11M 0.01% +3,976 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,831 shares; 2025Q3: 12,257 shares; 2025Q4: 16,305 shares 16,305 $1.1M 0.01% +4,048 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 3,180 shares; 2025Q1: 2,024 shares; 2025Q2: 5,500 shares; 2025Q3: 1,722 shares; 2025Q4: 5,300 shares 5,300 $1.1M 0.01% +3,578 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,425 shares; 2024Q4: 32,292 shares; 2025Q1: 30,954 shares; 2025Q2: 29,558 shares; 2025Q3: 25,215 shares; 2025Q4: 63,106 shares 63,106 $1.09M 0.01% +37,891 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,370 shares; 2025Q1: 39,370 shares; 2025Q2: 20,459 shares; 2025Q3: 20,415 shares; 2025Q4: 37,022 shares 37,022 $1.09M 0.01% +16,607 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,942 shares; 2024Q4: 58,604 shares; 2025Q1: 53,794 shares; 2025Q2: 46,209 shares; 2025Q3: 49,095 shares; 2025Q4: 48,741 shares 48,741 $1.09M 0.01% -354 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 10,394 shares; 2025Q1: 10,851 shares; 2025Q2: 11,123 shares; 2025Q3: 11,198 shares; 2025Q4: 10,956 shares 10,956 $1.09M 0.01% -242 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 6,076 shares; 2025Q1: 8,573 shares; 2025Q2: 7,941 shares; 2025Q3: 7,341 shares; 2025Q4: 7,188 shares 7,188 $1.09M 0.01% -153 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,033 shares; 2025Q1: 24,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,910 shares 37,910 $1.09M 0.01% new 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: 14,950 shares; 2025Q2: 18,994 shares; 2025Q3: 27,884 shares; 2025Q4: 28,556 shares 28,556 $1.09M 0.01% +672 Timeline GNOV 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: 13,982 shares; 2024Q4: 24,167 shares; 2025Q1: 24,167 shares; 2025Q2: 27,667 shares; 2025Q3: 27,667 shares; 2025Q4: 27,162 shares 27,162 $1.08M 0.01% -505 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,948 shares; 2024Q4: 27,048 shares; 2025Q1: 27,048 shares; 2025Q2: 27,098 shares; 2025Q3: 25,898 shares; 2025Q4: 25,198 shares 25,198 $1.08M 0.01% -700 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,723 shares; 2025Q1: 18,389 shares; 2025Q2: 14,161 shares; 2025Q3: 14,577 shares; 2025Q4: 51,786 shares 51,786 $1.07M 0.01% +37,209 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,144 shares; 2024Q4: 150,120 shares; 2025Q1: 154,617 shares; 2025Q2: 150,460 shares; 2025Q3: 169,880 shares; 2025Q4: 170,080 shares 170,080 $1.07M 0.01% +200 Timeline GLOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,536 shares 34,536 $1.06M 0.01% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,290 shares; 2024Q4: 62,705 shares; 2025Q1: 62,081 shares; 2025Q2: 62,050 shares; 2025Q3: 62,239 shares; 2025Q4: 60,721 shares 60,721 $1.06M 0.01% -1,518 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,161 shares; 2025Q1: 26,957 shares; 2025Q2: 27,069 shares; 2025Q3: 27,312 shares; 2025Q4: 27,609 shares 27,609 $1.06M 0.01% +297 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,531 shares; 2024Q4: 21,422 shares; 2025Q1: 16,172 shares; 2025Q2: 14,527 shares; 2025Q3: 14,947 shares; 2025Q4: 20,731 shares 20,731 $1.06M 0.01% +5,784 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,756 shares; 2025Q1: 13,783 shares; 2025Q2: 15,001 shares; 2025Q3: 14,976 shares; 2025Q4: 14,260 shares 14,260 $1.06M 0.01% -716 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 8,055 shares; 2025Q1: 8,737 shares; 2025Q2: 10,991 shares; 2025Q3: 10,988 shares; 2025Q4: 12,560 shares 12,560 $1.05M 0.01% +1,572 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 4,849 shares; 2025Q1: 6,483 shares; 2025Q2: 7,174 shares; 2025Q3: 6,446 shares; 2025Q4: 17,327 shares 17,327 $1.05M 0.01% +10,881 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,450 shares; 2025Q4: 21,576 shares 21,576 $1.04M 0.01% +11,126 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,376 shares; 2024Q4: 19,951 shares; 2025Q1: 19,818 shares; 2025Q2: 19,159 shares; 2025Q3: 23,170 shares; 2025Q4: 23,524 shares 23,524 $1.04M 0.01% +354 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,839 shares; 2025Q1: 2,877 shares; 2025Q2: 2,918 shares; 2025Q3: 2,906 shares; 2025Q4: 2,821 shares 2,821 $1.04M 0.01% -85 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,196 shares; 2024Q4: 39,616 shares; 2025Q1: 38,398 shares; 2025Q2: 39,296 shares; 2025Q3: 32,452 shares; 2025Q4: 38,676 shares 38,676 $1.04M 0.01% +6,224 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,976 shares; 2024Q4: 43,807 shares; 2025Q1: 44,922 shares; 2025Q2: 52,664 shares; 2025Q3: 53,221 shares; 2025Q4: 53,641 shares 53,641 $1.04M 0.01% +420 Timeline QGRW 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: 29,230 shares; 2025Q1: 35,535 shares; 2025Q2: 32,355 shares; 2025Q3: 30,143 shares; 2025Q4: 17,548 shares 17,548 $1.03M 0.01% -12,595 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,028 shares; 2024Q4: 24,128 shares; 2025Q1: 22,522 shares; 2025Q2: 22,086 shares; 2025Q3: 21,463 shares; 2025Q4: 20,635 shares 20,635 $1.02M 0.01% -828 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,828 shares; 2024Q4: 40,504 shares; 2025Q1: 39,706 shares; 2025Q2: 27,967 shares; 2025Q3: 28,668 shares; 2025Q4: 28,903 shares 28,903 $1.01M 0.01% +235 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,090 shares; 2025Q3: 43,811 shares; 2025Q4: 43,811 shares 43,811 $1.01M 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,976 shares; 2025Q4: 21,911 shares 21,911 $1.01M 0.01% +14,935 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 9,154 shares; 2025Q1: 9,174 shares; 2025Q2: 9,197 shares; 2025Q3: 16,479 shares; 2025Q4: 17,476 shares 17,476 $1.01M 0.01% +997 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,657 shares; 2025Q1: 4,614 shares; 2025Q2: 4,946 shares; 2025Q3: 4,962 shares; 2025Q4: 5,411 shares 5,411 $1M 0.01% +449 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,460 shares; 2025Q3: 4,471 shares; 2025Q4: 4,390 shares 4,390 $1M 0.01% -81 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: 8,968 shares; 2024Q4: 8,674 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,951 shares; 2025Q4: 21,556 shares 21,556 $998K 0.01% +16,605 Timeline FLDR 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: 20,038 shares; 2025Q4: 19,859 shares 19,859 $997K 0.01% -179 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,657 shares; 2025Q1: 2,089 shares; 2025Q2: 2,622 shares; 2025Q3: 2,642 shares; 2025Q4: 2,570 shares 2,570 $994K 0.01% -72 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 1,367 shares; 2025Q1: 6,573 shares; 2025Q2: 9,319 shares; 2025Q3: 5,460 shares; 2025Q4: 5,386 shares 5,386 $994K 0.01% -74 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,885 shares; 2024Q4: 8,981 shares; 2025Q1: 9,149 shares; 2025Q2: 11,008 shares; 2025Q3: 11,006 shares; 2025Q4: 11,387 shares 11,387 $992K 0.01% +381 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: not reported; 2024Q4: not reported; 2025Q1: 4,178 shares; 2025Q2: 4,553 shares; 2025Q3: 3,027 shares; 2025Q4: 11,485 shares 11,485 $991K 0.01% +8,458 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,292 shares; 2025Q2: 34,346 shares; 2025Q3: 27,289 shares; 2025Q4: 27,387 shares 27,387 $990K 0.01% +98 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,025 shares; 2024Q4: 20,466 shares; 2025Q1: 23,867 shares; 2025Q2: 11,115 shares; 2025Q3: 10,981 shares; 2025Q4: 12,328 shares 12,328 $987K 0.01% +1,347 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 83,277 shares; 2025Q4: 73,535 shares 73,535 $985K 0.01% -9,742 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 18,634 shares; 2025Q1: 19,414 shares; 2025Q2: 22,200 shares; 2025Q3: 25,369 shares; 2025Q4: 26,259 shares 26,259 $982K 0.01% +890 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,665 shares; 2024Q4: 15,858 shares; 2025Q1: 14,634 shares; 2025Q2: 17,051 shares; 2025Q3: 16,840 shares; 2025Q4: 20,954 shares 20,954 $981K 0.01% +4,114 Timeline VOOG 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: 880 shares; 2024Q4: 997 shares; 2025Q1: 1,055 shares; 2025Q2: 1,796 shares; 2025Q3: 1,897 shares; 2025Q4: 2,202 shares 2,202 $979K 0.01% +305 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares; 2025Q4: 4,245 shares 4,245 $976K 0.01% +3,083 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,165 shares; 2024Q4: 16,533 shares; 2025Q1: 16,808 shares; 2025Q2: 10,572 shares; 2025Q3: 7,759 shares; 2025Q4: 19,568 shares 19,568 $975K 0.01% +11,809 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 12,546 shares; 2025Q1: 13,392 shares; 2025Q2: 12,621 shares; 2025Q3: 12,663 shares; 2025Q4: 12,572 shares 12,572 $973K 0.01% -91 Timeline DFAS 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: 6,476 shares; 2025Q4: 13,956 shares 13,956 $972K 0.01% +7,480 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,690 shares; 2024Q4: 26,581 shares; 2025Q1: 28,719 shares; 2025Q2: 28,757 shares; 2025Q3: 28,284 shares; 2025Q4: 26,509 shares 26,509 $971K 0.01% -1,775 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 4,361 shares; 2025Q1: 4,473 shares; 2025Q2: 4,983 shares; 2025Q3: 4,109 shares; 2025Q4: 4,266 shares 4,266 $971K 0.01% +157 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 747 shares; 2025Q1: 1,124 shares; 2025Q2: 1,301 shares; 2025Q3: 1,299 shares; 2025Q4: 1,266 shares 1,266 $970K 0.01% -33 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,895 shares; 2025Q1: 2,859 shares; 2025Q2: 3,165 shares; 2025Q3: 3,114 shares; 2025Q4: 2,150 shares 2,150 $959K 0.01% -964 SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,469 shares; 2024Q4: 17,208 shares; 2025Q1: 16,707 shares; 2025Q2: 16,825 shares; 2025Q3: 34,262 shares; 2025Q4: 40,898 shares 40,898 $956K 0.01% +6,636 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,454 shares; 2025Q2: 12,331 shares; 2025Q3: 40,297 shares; 2025Q4: 54,347 shares 54,347 $953K 0.01% +14,050 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 9,415 shares; 2025Q1: 10,136 shares; 2025Q2: 9,455 shares; 2025Q3: 9,521 shares; 2025Q4: 9,511 shares 9,511 $950K 0.01% -10 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 13,868 shares; 2025Q1: 13,939 shares; 2025Q2: 18,199 shares; 2025Q3: 17,803 shares; 2025Q4: 18,127 shares 18,127 $949K 0.01% +324 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 3,185 shares; 2025Q3: 2,960 shares; 2025Q4: 8,089 shares 8,089 $949K 0.01% +5,129 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 14,300 shares; 2025Q1: 14,000 shares; 2025Q2: 17,700 shares; 2025Q3: 15,750 shares; 2025Q4: 19,410 shares 19,410 $948K 0.01% +3,660 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: 20,795 shares; 2025Q3: not reported; 2025Q4: 12,539 shares 12,539 $946K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,679 shares; 2025Q1: 4,124 shares; 2025Q2: 2,818 shares; 2025Q3: 7,344 shares; 2025Q4: 7,207 shares 7,207 $945K 0.01% -137 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 31,526 shares; 2025Q1: 33,598 shares; 2025Q2: 33,164 shares; 2025Q3: 30,813 shares; 2025Q4: 30,213 shares 30,213 $943K 0.01% -600 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: 421 shares; 2024Q4: 409 shares; 2025Q1: 429 shares; 2025Q2: 441 shares; 2025Q3: 438 shares; 2025Q4: 439 shares 439 $942K 0.01% +1 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,922 shares; 2024Q4: 14,490 shares; 2025Q1: 14,956 shares; 2025Q2: 12,672 shares; 2025Q3: 10,504 shares; 2025Q4: 10,902 shares 10,902 $933K 0.01% +398 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,995 shares; 2025Q3: 30,220 shares; 2025Q4: 19,495 shares 19,495 $930K 0.01% -10,725 Timeline IBDT 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: 18,347 shares; 2025Q3: 26,511 shares; 2025Q4: 36,514 shares 36,514 $929K 0.01% +10,003 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 3,766 shares 3,766 $921K 0.01% +2,051 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,471 shares; 2024Q4: 36,015 shares; 2025Q1: 36,172 shares; 2025Q2: 36,359 shares; 2025Q3: 36,307 shares; 2025Q4: 31,161 shares 31,161 $921K 0.01% -5,146 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,210 shares; 2024Q4: 18,620 shares; 2025Q1: 18,270 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,980 shares 17,980 $920K 0.01% +980 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,600 shares; 2025Q3: 24,900 shares; 2025Q4: 23,000 shares 23,000 $912K 0.01% -1,900 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,832 shares; 2024Q4: 16,342 shares; 2025Q1: 19,354 shares; 2025Q2: 25,333 shares; 2025Q3: 24,306 shares; 2025Q4: 25,150 shares 25,150 $911K 0.01% +844 Timeline UITB 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: not reported; 2024Q4: 31,868 shares; 2025Q1: 37,761 shares; 2025Q2: 37,563 shares; 2025Q3: 37,882 shares; 2025Q4: 19,201 shares 19,201 $909K 0.01% -18,681 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 10,625 shares; 2025Q1: 12,176 shares; 2025Q2: 11,491 shares; 2025Q3: 11,498 shares; 2025Q4: 11,361 shares 11,361 $907K 0.01% -137 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,329 shares; 2024Q4: 47,376 shares; 2025Q1: 48,934 shares; 2025Q2: 65,950 shares; 2025Q3: 51,703 shares; 2025Q4: 52,517 shares 52,517 $906K 0.01% +814 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,288 shares; 2025Q1: 2,576 shares; 2025Q2: 2,389 shares; 2025Q3: 2,050 shares; 2025Q4: 1,933 shares 1,933 $902K 0.01% -117 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,293 shares; 2025Q1: 2,161 shares; 2025Q2: 1,731 shares; 2025Q3: 1,731 shares; 2025Q4: 4,861 shares 4,861 $902K 0.01% +3,130 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,046 shares; 2025Q4: 41,049 shares 41,049 $900K 0.01% +26,003 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 5,805 shares; 2025Q1: 5,076 shares; 2025Q2: 4,529 shares; 2025Q3: 4,724 shares; 2025Q4: 4,399 shares 4,399 $899K 0.01% -325 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,517 shares; 2024Q4: 75,658 shares; 2025Q1: 92,415 shares; 2025Q2: 108,596 shares; 2025Q3: 97,825 shares; 2025Q4: 99,049 shares 99,049 $897K 0.01% +1,224 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,175 shares; 2024Q4: 80,665 shares; 2025Q1: 48,654 shares; 2025Q2: 44,803 shares; 2025Q3: 25,165 shares; 2025Q4: 24,965 shares 24,965 $895K 0.01% -200 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 19,604 shares; 2025Q1: 18,864 shares; 2025Q2: 17,638 shares; 2025Q3: 20,725 shares; 2025Q4: 18,449 shares 18,449 $894K 0.01% -2,276 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,318 shares; 2024Q4: 27,454 shares; 2025Q1: 27,968 shares; 2025Q2: 25,420 shares; 2025Q3: 25,615 shares; 2025Q4: 25,469 shares 25,469 $892K 0.01% -146 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,861 shares; 2025Q2: 3,915 shares; 2025Q3: 2,267 shares; 2025Q4: 9,289 shares 9,289 $891K 0.01% +7,022 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,876 shares; 2024Q4: 36,199 shares; 2025Q1: 34,523 shares; 2025Q2: 35,027 shares; 2025Q3: 19,217 shares; 2025Q4: 17,628 shares 17,628 $890K 0.01% -1,589 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM 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: 24,206 shares; 2025Q2: 30,270 shares; 2025Q3: 25,436 shares; 2025Q4: 25,766 shares 25,766 $889K 0.01% +330 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest 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: 2,776 shares; 2025Q4: 6,054 shares 6,054 $888K 0.01% +3,278 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 5,980 shares; 2025Q1: 5,087 shares; 2025Q2: 5,925 shares; 2025Q3: 6,231 shares; 2025Q4: 6,291 shares 6,291 $887K 0.01% +60 Timeline VICR VICOR CORP More: the full row for VICOR 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: 7,550 shares; 2025Q4: 8,086 shares 8,086 $886K 0.01% +536 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,520 shares; 2025Q1: 3,522 shares; 2025Q2: 3,523 shares; 2025Q3: 9,905 shares; 2025Q4: 9,900 shares 9,900 $883K 0.01% -5 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,377 shares; 2025Q4: 9,006 shares 9,006 $882K 0.01% -1,371 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,069 shares; 2025Q1: 34,019 shares; 2025Q2: 56,827 shares; 2025Q3: 48,085 shares; 2025Q4: 30,074 shares 30,074 $880K 0.01% -18,011 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,065 shares; 2024Q4: 14,215 shares; 2025Q1: 16,749 shares; 2025Q2: 9,129 shares; 2025Q3: 11,153 shares; 2025Q4: 12,922 shares 12,922 $880K 0.01% +1,769 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,593 shares; 2025Q2: 19,561 shares; 2025Q3: 15,181 shares; 2025Q4: 15,953 shares 15,953 $878K 0.01% +772 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 10,454 shares; 2025Q1: 9,693 shares; 2025Q2: 8,574 shares; 2025Q3: 7,984 shares; 2025Q4: 6,940 shares 6,940 $876K 0.01% -1,044 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 12,093 shares; 2025Q1: 14,736 shares; 2025Q2: 13,637 shares; 2025Q3: 15,247 shares; 2025Q4: 14,573 shares 14,573 $875K 0.01% -674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,118 shares 45,118 $869K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 13,953 shares; 2025Q1: 15,199 shares; 2025Q2: 14,261 shares; 2025Q3: 11,206 shares; 2025Q4: 10,929 shares 10,929 $868K 0.01% -277 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,538 shares; 2024Q4: 18,038 shares; 2025Q1: 16,913 shares; 2025Q2: 16,913 shares; 2025Q3: 16,568 shares; 2025Q4: 17,618 shares 17,618 $863K 0.01% +1,050 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 7,773 shares; 2025Q1: 7,282 shares; 2025Q2: 8,473 shares; 2025Q3: 8,572 shares; 2025Q4: 9,130 shares 9,130 $860K 0.01% +558 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,835 shares; 2025Q4: 17,907 shares 17,907 $859K 0.01% +1,072 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 13,430 shares; 2025Q1: 16,730 shares; 2025Q2: 16,555 shares; 2025Q3: 16,555 shares; 2025Q4: 16,555 shares 16,555 $857K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 6,171 shares; 2025Q1: 9,157 shares; 2025Q2: 9,416 shares; 2025Q3: 10,241 shares; 2025Q4: 10,809 shares 10,809 $857K 0.01% +568 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 6,906 shares; 2025Q1: 16,316 shares; 2025Q2: 25,044 shares; 2025Q3: 20,333 shares; 2025Q4: 23,292 shares 23,292 $856K 0.01% +2,959 Timeline REIT 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: 25,878 shares; 2024Q4: 25,984 shares; 2025Q1: 27,731 shares; 2025Q2: 28,873 shares; 2025Q3: 32,363 shares; 2025Q4: 32,572 shares 32,572 $856K 0.01% +209 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 2,083 shares; 2025Q1: 2,199 shares; 2025Q2: 2,493 shares; 2025Q3: 2,397 shares; 2025Q4: 1,523 shares 1,523 $855K 0.01% -874 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 15,750 shares; 2025Q1: 37,773 shares; 2025Q2: 46,705 shares; 2025Q3: 51,955 shares; 2025Q4: 60,039 shares 60,039 $851K 0.01% +8,084 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: 35,359 shares; 2025Q3: 36,154 shares; 2025Q4: 38,161 shares 38,161 $850K 0.01% +2,007 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,983 shares; 2025Q1: 3,224 shares; 2025Q2: 2,813 shares; 2025Q3: 3,340 shares; 2025Q4: 4,294 shares 4,294 $847K 0.01% +954 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,332 shares; 2024Q4: 49,024 shares; 2025Q1: 47,121 shares; 2025Q2: 44,066 shares; 2025Q3: 30,562 shares; 2025Q4: 29,340 shares 29,340 $846K 0.01% -1,222 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 6,871 shares; 2025Q1: 6,548 shares; 2025Q2: 5,830 shares; 2025Q3: 6,336 shares; 2025Q4: 6,551 shares 6,551 $845K 0.01% +215 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,198 shares; 2025Q3: not reported; 2025Q4: 7,715 shares 7,715 $845K 0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,819 shares; 2025Q3: 9,495 shares; 2025Q4: 12,110 shares 12,110 $845K 0.01% +2,615 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,726 shares; 2025Q1: 3,042 shares; 2025Q2: 1,153 shares; 2025Q3: 799 shares; 2025Q4: 837 shares 837 $845K 0.01% +38 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: 8,815 shares; 2024Q4: 8,943 shares; 2025Q1: 8,895 shares; 2025Q2: 8,898 shares; 2025Q3: 8,900 shares; 2025Q4: 8,903 shares 8,903 $840K 0.01% +3 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,682 shares; 2025Q2: 18,538 shares; 2025Q3: 18,657 shares; 2025Q4: 21,950 shares 21,950 $835K 0.01% +3,293 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,904 shares; 2025Q2: 22,125 shares; 2025Q3: 22,909 shares; 2025Q4: 15,931 shares 15,931 $835K 0.01% -6,978 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,061 shares 27,061 $833K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,270 shares; 2025Q2: 21,859 shares; 2025Q3: 36,999 shares; 2025Q4: 37,534 shares 37,534 $831K 0.01% +535 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 26,182 shares; 2025Q2: 40,836 shares; 2025Q3: 31,813 shares; 2025Q4: 34,366 shares 34,366 $828K 0.01% +2,553 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,973 shares; 2025Q1: 16,673 shares; 2025Q2: 16,819 shares; 2025Q3: 23,492 shares; 2025Q4: 24,021 shares 24,021 $828K 0.01% +529 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 2,558 shares; 2025Q4: 7,972 shares 7,972 $826K 0.01% +5,414 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,526 shares; 2024Q4: 25,480 shares; 2025Q1: 25,460 shares; 2025Q2: 22,042 shares; 2025Q3: 21,171 shares; 2025Q4: 20,337 shares 20,337 $818K 0.01% -834 Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS 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: 20,720 shares 20,720 $816K 0.01% new Timeline HOLA 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: 15,536 shares; 2025Q4: 15,615 shares 15,615 $816K 0.01% +79 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,154 shares; 2025Q1: 3,932 shares; 2025Q2: 5,815 shares; 2025Q3: 5,697 shares; 2025Q4: 5,491 shares 5,491 $814K 0.01% -206 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,748 shares; 2025Q1: 4,577 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares 4,952 $809K 0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 17,944 shares; 2025Q1: 17,944 shares; 2025Q2: 17,944 shares; 2025Q3: 17,944 shares; 2025Q4: 17,950 shares 17,950 $809K 0.01% +6 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,033 shares 36,033 $808K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,926 shares; 2025Q1: 2,058 shares; 2025Q2: 1,611 shares; 2025Q3: 1,054 shares; 2025Q4: 1,045 shares 1,045 $806K 0.01% -9 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 4,346 shares; 2025Q1: 3,908 shares; 2025Q2: 3,738 shares; 2025Q3: 3,075 shares; 2025Q4: 2,925 shares 2,925 $805K 0.01% -150 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 11,435 shares; 2025Q1: 16,303 shares; 2025Q2: 16,113 shares; 2025Q3: 18,898 shares; 2025Q4: 18,127 shares 18,127 $804K 0.01% -771 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 7,516 shares; 2025Q1: 18,878 shares; 2025Q2: 18,442 shares; 2025Q3: 15,410 shares; 2025Q4: 17,285 shares 17,285 $803K 0.01% +1,875 Timeline FOXA FOX CORP More: the full row for FOX 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: not reported; 2025Q4: 10,986 shares 10,986 $803K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,003 shares; 2025Q1: 8,688 shares; 2025Q2: 12,679 shares; 2025Q3: 11,265 shares; 2025Q4: 9,875 shares 9,875 $800K 0.01% -1,390 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 9,362 shares; 2025Q1: 9,616 shares; 2025Q2: 10,551 shares; 2025Q3: 8,776 shares; 2025Q4: 10,831 shares 10,831 $800K 0.01% +2,055 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,895 shares; 2025Q1: 1,962 shares; 2025Q2: 1,954 shares; 2025Q3: 1,915 shares; 2025Q4: 1,911 shares 1,911 $797K 0.01% -4 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,178 shares; 2025Q3: 24,040 shares; 2025Q4: 18,246 shares 18,246 $797K 0.01% -5,794 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: 24,228 shares; 2025Q4: 24,413 shares 24,413 $795K 0.01% +185 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 9,782 shares; 2025Q1: 9,148 shares; 2025Q2: 29,866 shares; 2025Q3: 28,952 shares; 2025Q4: 19,738 shares 19,738 $792K 0.01% -9,214 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,701 shares; 2024Q4: 26,540 shares; 2025Q1: 21,530 shares; 2025Q2: 25,135 shares; 2025Q3: 25,613 shares; 2025Q4: 25,874 shares 25,874 $790K 0.01% +261 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 5,674 shares; 2025Q1: 6,304 shares; 2025Q2: 6,301 shares; 2025Q3: 6,104 shares; 2025Q4: 5,482 shares 5,482 $790K 0.01% -622 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 315 shares; 2025Q1: 358 shares; 2025Q2: 331 shares; 2025Q3: 334 shares; 2025Q4: 366 shares 366 $787K 0.01% +32 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,397 shares; 2024Q4: 28,147 shares; 2025Q1: 29,422 shares; 2025Q2: 31,038 shares; 2025Q3: 68,706 shares; 2025Q4: 75,340 shares 75,340 $785K 0.01% +6,634 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest 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: 191,472 shares 191,472 $785K 0.01% new Timeline DEM 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: 5,748 shares; 2024Q4: 11,721 shares; 2025Q1: 12,703 shares; 2025Q2: 14,274 shares; 2025Q3: 15,522 shares; 2025Q4: 16,801 shares 16,801 $785K 0.01% +1,279 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: 3,422 shares; 2024Q4: 4,385 shares; 2025Q1: 3,719 shares; 2025Q2: 3,562 shares; 2025Q3: 3,170 shares; 2025Q4: 2,997 shares 2,997 $784K 0.01% -173 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,717 shares; 2024Q4: 69,669 shares; 2025Q1: 69,108 shares; 2025Q2: 73,712 shares; 2025Q3: 72,663 shares; 2025Q4: 73,014 shares 73,014 $783K 0.01% +351 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS 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: 23,076 shares; 2025Q4: 23,970 shares 23,970 $783K 0.01% +894 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,915 shares; 2024Q4: 15,762 shares; 2025Q1: 18,475 shares; 2025Q2: 24,976 shares; 2025Q3: 27,753 shares; 2025Q4: 34,730 shares 34,730 $780K 0.01% +6,977 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: 12,786 shares; 2025Q4: 13,223 shares 13,223 $780K 0.01% +437 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,114 shares; 2024Q4: 31,530 shares; 2025Q1: 38,803 shares; 2025Q2: 41,006 shares; 2025Q3: 36,930 shares; 2025Q4: 36,631 shares 36,631 $775K 0.01% -299 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,707 shares; 2024Q4: 41,412 shares; 2025Q1: 28,524 shares; 2025Q2: 10,367 shares; 2025Q3: 13,588 shares; 2025Q4: 14,373 shares 14,373 $774K 0.01% +785 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,204 shares; 2024Q4: 58,678 shares; 2025Q1: 52,417 shares; 2025Q2: 37,874 shares; 2025Q3: 56,248 shares; 2025Q4: 95,424 shares 95,424 $774K 0.01% +39,176 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 5,376 shares; 2025Q1: 5,699 shares; 2025Q2: 6,339 shares; 2025Q3: 6,336 shares; 2025Q4: 6,355 shares 6,355 $771K 0.01% +19 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,994 shares; 2025Q4: 22,020 shares 22,020 $770K 0.01% +1,026 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,418 shares 9,418 $769K 0.01% new Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 3,418 shares; 2025Q1: 3,794 shares; 2025Q2: 3,671 shares; 2025Q3: 3,921 shares; 2025Q4: 4,365 shares 4,365 $766K 0.01% +444 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,992 shares; 2025Q2: 12,118 shares; 2025Q3: 28,682 shares; 2025Q4: 29,297 shares 29,297 $766K 0.01% +615 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,714 shares; 2024Q4: 14,739 shares; 2025Q1: 14,735 shares; 2025Q2: 14,209 shares; 2025Q3: 14,044 shares; 2025Q4: 14,387 shares 14,387 $765K 0.01% +343 Timeline ACWX 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: 8,199 shares; 2025Q1: 5,471 shares; 2025Q2: not reported; 2025Q3: 11,215 shares; 2025Q4: 11,386 shares 11,386 $764K 0.01% +171 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: 5,178 shares; 2024Q4: 6,813 shares; 2025Q1: 6,669 shares; 2025Q2: 7,637 shares; 2025Q3: 7,770 shares; 2025Q4: 7,794 shares 7,794 $762K 0.01% +24 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,642 shares; 2024Q4: 8,582 shares; 2025Q1: 8,275 shares; 2025Q2: 4,807 shares; 2025Q3: 5,197 shares; 2025Q4: 5,356 shares 5,356 $762K 0.01% +159 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,087 shares; 2024Q4: 19,568 shares; 2025Q1: 16,166 shares; 2025Q2: 14,440 shares; 2025Q3: 8,777 shares; 2025Q4: 8,626 shares 8,626 $762K 0.01% -151 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,335 shares; 2025Q1: not reported; 2025Q2: 10,609 shares; 2025Q3: 10,763 shares; 2025Q4: 11,375 shares 11,375 $761K 0.01% +612 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,490 shares; 2024Q4: 13,739 shares; 2025Q1: 13,710 shares; 2025Q2: 13,313 shares; 2025Q3: 14,005 shares; 2025Q4: 15,254 shares 15,254 $761K 0.01% +1,249 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,809 shares; 2024Q4: 54,564 shares; 2025Q1: 57,585 shares; 2025Q2: 70,768 shares; 2025Q3: 44,332 shares; 2025Q4: 42,686 shares 42,686 $761K 0.01% -1,646 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,994 shares; 2024Q4: 11,965 shares; 2025Q1: 9,556 shares; 2025Q2: 28,247 shares; 2025Q3: 25,757 shares; 2025Q4: 25,933 shares 25,933 $759K 0.01% +176 Timeline SFLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,680 shares; 2025Q3: 23,214 shares; 2025Q4: 25,742 shares 25,742 $759K 0.01% +2,528 Timeline RTH 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: 2,244 shares; 2024Q4: 2,729 shares; 2025Q1: 2,832 shares; 2025Q2: 2,823 shares; 2025Q3: 2,856 shares; 2025Q4: 3,035 shares 3,035 $757K 0.01% +179 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211,500 shares; 2025Q1: 239,000 shares; 2025Q2: 298,900 shares; 2025Q3: 330,900 shares; 2025Q4: 348,900 shares 348,900 $757K 0.01% +18,000 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,135 shares; 2025Q1: 4,390 shares; 2025Q2: 5,881 shares; 2025Q3: 4,274 shares; 2025Q4: 4,112 shares 4,112 $757K 0.01% -162 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,260 shares; 2025Q4: 25,814 shares 25,814 $755K 0.01% +1,554 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,917 shares 11,917 $754K 0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 22,503 shares; 2025Q1: 17,541 shares; 2025Q2: 17,134 shares; 2025Q3: 16,546 shares; 2025Q4: 16,982 shares 16,982 $753K 0.01% +436 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,262 shares; 2024Q4: 34,803 shares; 2025Q1: 37,792 shares; 2025Q2: 40,202 shares; 2025Q3: 39,703 shares; 2025Q4: 32,205 shares 32,205 $753K 0.01% -7,498 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,975 shares 1,975 $750K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,966 shares; 2024Q4: 31,877 shares; 2025Q1: 31,287 shares; 2025Q2: 32,255 shares; 2025Q3: 32,144 shares; 2025Q4: 26,216 shares 26,216 $741K 0.01% -5,928 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,940 shares; 2024Q4: 37,203 shares; 2025Q1: 35,517 shares; 2025Q2: 33,929 shares; 2025Q3: 30,979 shares; 2025Q4: 30,376 shares 30,376 $740K 0.01% -603 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: not reported; 2024Q4: 13,310 shares; 2025Q1: 16,975 shares; 2025Q2: 22,025 shares; 2025Q3: 22,424 shares; 2025Q4: 73,619 shares 73,619 $734K 0.01% +51,195 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 5,982 shares; 2025Q4: 6,179 shares 6,179 $733K 0.01% +197 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: not reported; 2024Q4: 2,730 shares; 2025Q1: 2,747 shares; 2025Q2: 8,046 shares; 2025Q3: 7,727 shares; 2025Q4: 8,930 shares 8,930 $732K 0.01% +1,203 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,908 shares; 2025Q1: 2,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,770 shares 2,770 $730K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 5,428 shares; 2025Q1: 2,693 shares; 2025Q2: 2,523 shares; 2025Q3: 2,463 shares; 2025Q4: 4,515 shares 4,515 $726K 0.01% +2,052 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,867 shares; 2025Q1: 7,232 shares; 2025Q2: 7,912 shares; 2025Q3: 7,631 shares; 2025Q4: 7,534 shares 7,534 $726K 0.01% -97 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: 24,100 shares; 2024Q4: 23,800 shares; 2025Q1: 22,407 shares; 2025Q2: 20,121 shares; 2025Q3: 19,680 shares; 2025Q4: 19,680 shares 19,680 $725K 0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,944 shares; 2024Q4: 15,202 shares; 2025Q1: 10,740 shares; 2025Q2: 21,001 shares; 2025Q3: 25,453 shares; 2025Q4: 18,341 shares 18,341 $724K 0.01% -7,112 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,957 shares; 2024Q4: 112,182 shares; 2025Q1: 107,705 shares; 2025Q2: 93,815 shares; 2025Q3: 78,154 shares; 2025Q4: 16,077 shares 16,077 $723K 0.01% -62,077 Timeline MODL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,639 shares; 2025Q4: 15,165 shares 15,165 $721K 0.01% +10,526 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 6,445 shares; 2025Q1: 4,800 shares; 2025Q2: 4,793 shares; 2025Q3: 12,034 shares; 2025Q4: 15,035 shares 15,035 $719K 0.01% +3,001 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,736 shares; 2024Q4: 22,231 shares; 2025Q1: 11,178 shares; 2025Q2: 14,029 shares; 2025Q3: 13,087 shares; 2025Q4: 18,268 shares 18,268 $719K 0.01% +5,181 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 2,254 shares 2,254 $719K 0.01% +229 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,272 shares; 2024Q4: 68,362 shares; 2025Q1: 35,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,981 shares 28,981 $718K 0.01% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 2,101 shares; 2025Q1: 2,103 shares; 2025Q2: 2,105 shares; 2025Q3: 2,107 shares; 2025Q4: 2,315 shares 2,315 $715K 0.01% +208 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,271 shares; 2024Q4: 73,609 shares; 2025Q1: 73,640 shares; 2025Q2: 36,621 shares; 2025Q3: 45,300 shares; 2025Q4: 43,623 shares 43,623 $715K 0.01% -1,677 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 17,674 shares; 2025Q1: 27,473 shares; 2025Q2: 43,307 shares; 2025Q3: 47,584 shares; 2025Q4: 36,483 shares 36,483 $714K 0.01% -11,101 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 4,253 shares; 2025Q1: 4,681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares 5,362 $713K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 4,704 shares; 2025Q1: 5,118 shares; 2025Q2: 5,020 shares; 2025Q3: 4,969 shares; 2025Q4: 5,521 shares 5,521 $712K 0.01% +552 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES 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: 12,083 shares; 2025Q2: 18,078 shares; 2025Q3: 24,761 shares; 2025Q4: 33,983 shares 33,983 $710K 0.01% +9,222 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 4,248 shares; 2025Q1: 3,301 shares; 2025Q2: 8,036 shares; 2025Q3: 5,653 shares; 2025Q4: 4,946 shares 4,946 $710K 0.01% -707 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 5,393 shares; 2025Q1: 5,391 shares; 2025Q2: 5,628 shares; 2025Q3: 5,992 shares; 2025Q4: 4,936 shares 4,936 $708K 0.01% -1,056 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,731 shares; 2024Q4: 28,258 shares; 2025Q1: 26,415 shares; 2025Q2: 29,636 shares; 2025Q3: 29,789 shares; 2025Q4: 32,407 shares 32,407 $707K 0.01% +2,618 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,193 shares; 2025Q1: 2,283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,942 shares 2,942 $707K 0.01% new Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,391 shares; 2024Q4: 32,013 shares; 2025Q1: 19,506 shares; 2025Q2: 17,431 shares; 2025Q3: 17,035 shares; 2025Q4: 17,235 shares 17,235 $705K 0.01% +200 Timeline VGMS 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: not reported; 2025Q4: 13,620 shares 13,620 $703K 0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,025 shares; 2024Q4: 114,348 shares; 2025Q1: 124,673 shares; 2025Q2: 122,440 shares; 2025Q3: 131,622 shares; 2025Q4: 135,822 shares 135,822 $701K 0.01% +4,200 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,117 shares; 2024Q4: 44,597 shares; 2025Q1: 38,010 shares; 2025Q2: 32,365 shares; 2025Q3: 28,623 shares; 2025Q4: 24,866 shares 24,866 $700K 0.01% -3,757 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,153 shares; 2024Q4: 49,244 shares; 2025Q1: 61,352 shares; 2025Q2: 53,782 shares; 2025Q3: 49,215 shares; 2025Q4: 49,676 shares 49,676 $699K 0.01% +461 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 6,733 shares; 2025Q1: 4,909 shares; 2025Q2: 5,015 shares; 2025Q3: 4,131 shares; 2025Q4: 3,873 shares 3,873 $699K 0.01% -258 Timeline CGMS 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: 17,010 shares; 2025Q1: 21,631 shares; 2025Q2: 18,169 shares; 2025Q3: 23,169 shares; 2025Q4: 25,244 shares 25,244 $697K 0.01% +2,075 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,245 shares; 2025Q3: 20,618 shares; 2025Q4: 18,023 shares 18,023 $697K 0.01% -2,595 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,326 shares; 2025Q1: 3,456 shares; 2025Q2: 3,067 shares; 2025Q3: 2,398 shares; 2025Q4: 2,420 shares 2,420 $697K 0.01% +22 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,292 shares; 2025Q4: 8,013 shares 8,013 $696K 0.01% +721 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,440 shares; 2024Q4: 15,365 shares; 2025Q1: 15,365 shares; 2025Q2: 15,365 shares; 2025Q3: 14,665 shares; 2025Q4: 14,665 shares 14,665 $696K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 827 shares; 2025Q1: 1,451 shares; 2025Q2: 1,447 shares; 2025Q3: 1,302 shares; 2025Q4: 1,262 shares 1,262 $696K 0.01% -40 Timeline LVHI 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: not reported; 2024Q4: not reported; 2025Q1: 78,284 shares; 2025Q2: 59,985 shares; 2025Q3: 16,844 shares; 2025Q4: 18,875 shares 18,875 $695K 0.01% +2,031 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 26,130 shares; 2025Q1: 25,858 shares; 2025Q2: 27,062 shares; 2025Q3: 27,307 shares; 2025Q4: 15,550 shares 15,550 $695K 0.01% -11,757 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,416 shares; 2025Q1: 13,918 shares; 2025Q2: 15,132 shares; 2025Q3: 15,716 shares; 2025Q4: 17,919 shares 17,919 $694K 0.01% +2,203 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 3,655 shares; 2025Q1: 12,502 shares; 2025Q2: 10,198 shares; 2025Q3: 9,281 shares; 2025Q4: 10,140 shares 10,140 $694K 0.01% +859 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,201 shares; 2024Q4: 13,130 shares; 2025Q1: 19,098 shares; 2025Q2: 18,013 shares; 2025Q3: 15,273 shares; 2025Q4: 14,127 shares 14,127 $693K 0.01% -1,146 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,013 shares 10,013 $691K 0.01% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,726 shares 5,726 $691K 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,679 shares; 2025Q1: 4,190 shares; 2025Q2: 2,036 shares; 2025Q3: 4,641 shares; 2025Q4: 3,087 shares 3,087 $691K 0.01% -1,554 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS 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: not reported; 2025Q4: 3,611 shares 3,611 $690K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 8,708 shares; 2025Q1: 9,724 shares; 2025Q2: 11,005 shares; 2025Q3: 11,353 shares; 2025Q4: 10,381 shares 10,381 $690K 0.01% -972 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 31,388 shares; 2025Q1: 38,606 shares; 2025Q2: 39,563 shares; 2025Q3: 59,473 shares; 2025Q4: 36,008 shares 36,008 $688K 0.01% -23,465 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,698 shares; 2025Q1: 2,078 shares; 2025Q2: 1,424 shares; 2025Q3: not reported; 2025Q4: 2,713 shares 2,713 $684K 0.01% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,141 shares; 2025Q1: 16,525 shares; 2025Q2: 18,115 shares; 2025Q3: 16,768 shares; 2025Q4: 17,518 shares 17,518 $683K 0.01% +750 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 49,698 shares; 2025Q1: 49,730 shares; 2025Q2: 51,539 shares; 2025Q3: 41,744 shares; 2025Q4: 41,679 shares 41,679 $680K 0.01% -65 Timeline GOCT 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: 11,750 shares; 2024Q4: 14,260 shares; 2025Q1: 14,260 shares; 2025Q2: 12,860 shares; 2025Q3: 12,860 shares; 2025Q4: 17,300 shares 17,300 $680K 0.01% +4,440 Timeline PWB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,016 shares; 2025Q3: not reported; 2025Q4: 5,336 shares 5,336 $678K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,353 shares; 2025Q1: 3,410 shares; 2025Q2: 3,890 shares; 2025Q3: 3,982 shares; 2025Q4: 8,340 shares 8,340 $673K 0.01% +4,358 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,249 shares; 2025Q1: 9,171 shares; 2025Q2: 7,816 shares; 2025Q3: 7,604 shares; 2025Q4: 7,529 shares 7,529 $672K 0.01% -75 Timeline MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC More: the full row for MIND MEDICINE MINDMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,339 shares; 2024Q4: 51,206 shares; 2025Q1: 50,206 shares; 2025Q2: 50,140 shares; 2025Q3: 50,140 shares; 2025Q4: 50,140 shares 50,140 $671K 0.01% 0