ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,459 shares; 2024Q4: 511,078 shares; 2025Q1: 557,508 shares; 2025Q2: 549,246 shares; 2025Q3: 608,858 shares; 2025Q4: 675,705 shares 675,705 $39M 0.01% +66,847 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: 222,146 shares; 2024Q4: 281,070 shares; 2025Q1: 380,157 shares; 2025Q2: 433,627 shares; 2025Q3: 511,777 shares; 2025Q4: 490,697 shares 490,697 $39M 0.01% -21,080 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,614 shares; 2024Q4: 131,341 shares; 2025Q1: 140,286 shares; 2025Q2: 171,613 shares; 2025Q3: 181,713 shares; 2025Q4: 174,340 shares 174,340 $38.9M 0.01% -7,373 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,203 shares; 2024Q4: 781,468 shares; 2025Q1: 545,736 shares; 2025Q2: 631,332 shares; 2025Q3: 689,948 shares; 2025Q4: 682,884 shares 682,884 $38.9M 0.01% -7,064 Timeline HCRB 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: 233,333 shares; 2024Q4: 242,111 shares; 2025Q1: 341,980 shares; 2025Q2: 990,538 shares; 2025Q3: 1,095,416 shares; 2025Q4: 1,097,481 shares 1,097,481 $38.9M 0.01% +2,065 Timeline DGT 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: 110,421 shares; 2024Q4: 142,410 shares; 2025Q1: 163,992 shares; 2025Q2: 164,139 shares; 2025Q3: 215,613 shares; 2025Q4: 231,978 shares 231,978 $38.7M 0.01% +16,365 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: 427,686 shares; 2024Q4: 444,567 shares; 2025Q1: 458,453 shares; 2025Q2: 441,546 shares; 2025Q3: 426,266 shares; 2025Q4: 471,457 shares 471,457 $38.7M 0.01% +45,191 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,027 shares; 2024Q4: 425,429 shares; 2025Q1: 434,735 shares; 2025Q2: 458,986 shares; 2025Q3: 499,469 shares; 2025Q4: 447,582 shares 447,582 $38.6M 0.01% -51,887 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,459 shares; 2024Q4: 472,940 shares; 2025Q1: 445,257 shares; 2025Q2: 435,057 shares; 2025Q3: 448,568 shares; 2025Q4: 434,038 shares 434,038 $38.6M 0.01% -14,530 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: 144,567 shares; 2024Q4: 165,243 shares; 2025Q1: 180,629 shares; 2025Q2: 182,613 shares; 2025Q3: 190,753 shares; 2025Q4: 206,902 shares 206,902 $38.4M 0.01% +16,149 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 79,385 shares; 2025Q1: 330,580 shares; 2025Q2: 450,110 shares; 2025Q3: 522,752 shares; 2025Q4: 746,005 shares 746,005 $38.4M 0.01% +223,253 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418,184 shares; 2024Q4: 1,486,080 shares; 2025Q1: 1,243,236 shares; 2025Q2: 989,110 shares; 2025Q3: 961,176 shares; 2025Q4: 999,763 shares 999,763 $38.4M 0.01% +38,587 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,477 shares; 2025Q1: 128,283 shares; 2025Q2: 312,050 shares; 2025Q3: 415,819 shares; 2025Q4: 457,630 shares 457,630 $38.3M 0.01% +41,811 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,384 shares; 2024Q4: 790,688 shares; 2025Q1: 884,148 shares; 2025Q2: 781,297 shares; 2025Q3: 853,271 shares; 2025Q4: 461,166 shares 461,166 $38.2M 0.01% -392,105 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 207,065 shares; 2025Q2: 326,795 shares; 2025Q3: 1,347,808 shares; 2025Q4: 1,584,106 shares 1,584,106 $38.1M 0.01% +236,298 Timeline IGLD 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: 77,799 shares; 2024Q4: 15,841 shares; 2025Q1: 37,054 shares; 2025Q2: 419,767 shares; 2025Q3: 1,116,883 shares; 2025Q4: 1,522,405 shares 1,522,405 $38.1M 0.01% +405,522 Timeline GSEW 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: 117,120 shares; 2024Q4: 127,865 shares; 2025Q1: 287,230 shares; 2025Q2: 198,382 shares; 2025Q3: 300,580 shares; 2025Q4: 444,845 shares 444,845 $37.9M 0.01% +144,265 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,664 shares; 2024Q4: 294,964 shares; 2025Q1: 374,640 shares; 2025Q2: 546,833 shares; 2025Q3: 811,941 shares; 2025Q4: 967,398 shares 967,398 $37.8M 0.01% +155,457 Timeline IMCB 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: 410,120 shares; 2024Q4: 429,064 shares; 2025Q1: 453,623 shares; 2025Q2: 498,843 shares; 2025Q3: 471,819 shares; 2025Q4: 456,261 shares 456,261 $37.7M 0.01% -15,558 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,331 shares; 2024Q4: 1,034,911 shares; 2025Q1: 1,318,977 shares; 2025Q2: 1,306,880 shares; 2025Q3: 1,309,813 shares; 2025Q4: 1,422,292 shares 1,422,292 $37.7M 0.01% +112,479 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,246 shares; 2024Q4: 1,192,334 shares; 2025Q1: 1,080,852 shares; 2025Q2: 1,113,499 shares; 2025Q3: 1,253,498 shares; 2025Q4: 1,375,536 shares 1,375,536 $37.6M 0.01% +122,038 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,750 shares; 2024Q4: 388,941 shares; 2025Q1: 396,814 shares; 2025Q2: 434,903 shares; 2025Q3: 515,241 shares; 2025Q4: 676,850 shares 676,850 $37.5M 0.01% +161,609 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: 605,707 shares; 2024Q4: 655,747 shares; 2025Q1: 779,466 shares; 2025Q2: 782,629 shares; 2025Q3: 1,501,805 shares; 2025Q4: 1,543,089 shares 1,543,089 $37.4M 0.01% +41,284 Timeline PEY 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: 1,891,353 shares; 2024Q4: 1,937,371 shares; 2025Q1: 1,941,778 shares; 2025Q2: 1,929,218 shares; 2025Q3: 1,907,060 shares; 2025Q4: 1,831,602 shares 1,831,602 $37.3M 0.01% -75,458 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: 402,877 shares; 2024Q4: 458,437 shares; 2025Q1: 527,309 shares; 2025Q2: 436,197 shares; 2025Q3: 346,250 shares; 2025Q4: 394,428 shares 394,428 $37.2M 0.01% +48,178 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,312 shares; 2024Q4: 371,249 shares; 2025Q1: 819,963 shares; 2025Q2: 1,051,180 shares; 2025Q3: 1,111,005 shares; 2025Q4: 1,138,670 shares 1,138,670 $37.1M 0.01% +27,665 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,477 shares; 2025Q3: 462,638 shares; 2025Q4: 1,075,771 shares 1,075,771 $37M 0.01% +613,133 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: 200,262 shares; 2024Q4: 212,405 shares; 2025Q1: 281,420 shares; 2025Q2: 268,268 shares; 2025Q3: 326,601 shares; 2025Q4: 337,696 shares 337,696 $37M 0.01% +11,095 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539,286 shares; 2025Q3: 1,011,118 shares; 2025Q4: 1,303,552 shares 1,303,552 $37M 0.01% +292,434 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: 368,086 shares; 2024Q4: 321,608 shares; 2025Q1: 308,346 shares; 2025Q2: 397,489 shares; 2025Q3: 439,244 shares; 2025Q4: 460,887 shares 460,887 $36.9M 0.01% +21,643 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,084 shares; 2024Q4: 513,497 shares; 2025Q1: 558,347 shares; 2025Q2: 581,820 shares; 2025Q3: 579,212 shares; 2025Q4: 644,401 shares 644,401 $36.8M 0.01% +65,189 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,144 shares; 2024Q4: 247,776 shares; 2025Q1: 272,567 shares; 2025Q2: 288,521 shares; 2025Q3: 348,896 shares; 2025Q4: 393,935 shares 393,935 $36.8M 0.01% +45,039 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,810 shares; 2024Q4: 71,685 shares; 2025Q1: 70,655 shares; 2025Q2: 75,404 shares; 2025Q3: 82,601 shares; 2025Q4: 74,923 shares 74,923 $36.7M 0.01% -7,678 Timeline ONEV 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: 285,118 shares; 2024Q4: 271,975 shares; 2025Q1: 266,287 shares; 2025Q2: 268,559 shares; 2025Q3: 275,389 shares; 2025Q4: 275,572 shares 275,572 $36.7M 0.01% +183 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: 214,479 shares; 2024Q4: 185,676 shares; 2025Q1: 197,000 shares; 2025Q2: 209,556 shares; 2025Q3: 228,460 shares; 2025Q4: 241,780 shares 241,780 $36.6M 0.01% +13,320 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: 2,397,009 shares; 2024Q4: 2,473,204 shares; 2025Q1: 2,797,822 shares; 2025Q2: 2,670,533 shares; 2025Q3: 2,754,165 shares; 2025Q4: 2,563,691 shares 2,563,691 $36.4M 0.01% -190,474 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,892 shares; 2024Q4: 390,725 shares; 2025Q1: 755,656 shares; 2025Q2: 730,749 shares; 2025Q3: 572,960 shares; 2025Q4: 567,044 shares 567,044 $36.3M 0.01% -5,916 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916,516 shares; 2024Q4: 1,260,113 shares; 2025Q1: 1,919,691 shares; 2025Q2: 2,045,622 shares; 2025Q3: 2,062,621 shares; 2025Q4: 2,257,033 shares 2,257,033 $36.3M 0.01% +194,412 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: 112,041 shares; 2024Q4: 106,491 shares; 2025Q1: 103,867 shares; 2025Q2: 104,724 shares; 2025Q3: 126,080 shares; 2025Q4: 117,114 shares 117,114 $36.2M 0.01% -8,966 Timeline HIDV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,578 shares; 2025Q3: 434,501 shares; 2025Q4: 447,702 shares 447,702 $36.1M 0.01% +13,201 Timeline XMVM 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: 398,926 shares; 2024Q4: 413,796 shares; 2025Q1: 427,334 shares; 2025Q2: 445,860 shares; 2025Q3: 544,604 shares; 2025Q4: 562,745 shares 562,745 $36.1M 0.01% +18,141 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: 18,908 shares; 2024Q4: 130,084 shares; 2025Q1: 265,241 shares; 2025Q2: 476,655 shares; 2025Q3: 487,519 shares; 2025Q4: 501,615 shares 501,615 $36M 0.01% +14,096 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,347 shares; 2024Q4: 500,172 shares; 2025Q1: 837,197 shares; 2025Q2: 801,646 shares; 2025Q3: 1,348,617 shares; 2025Q4: 1,704,527 shares 1,704,527 $36M 0.01% +355,910 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,431 shares; 2024Q4: 343,561 shares; 2025Q1: 335,321 shares; 2025Q2: 483,305 shares; 2025Q3: 510,778 shares; 2025Q4: 514,604 shares 514,604 $35.9M 0.01% +3,826 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,500 shares; 2024Q4: 862,464 shares; 2025Q1: 2,648,786 shares; 2025Q2: 3,001,379 shares; 2025Q3: 3,692,158 shares; 2025Q4: 3,765,738 shares 3,765,738 $35.9M 0.01% +73,580 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: 23,029 shares; 2024Q4: 38,023 shares; 2025Q1: 48,879 shares; 2025Q2: 64,029 shares; 2025Q3: 105,343 shares; 2025Q4: 152,605 shares 152,605 $35.7M 0.01% +47,262 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,988 shares; 2024Q4: 530,292 shares; 2025Q1: 516,986 shares; 2025Q2: 582,399 shares; 2025Q3: 636,295 shares; 2025Q4: 683,779 shares 683,779 $35.6M 0.01% +47,484 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: 787,944 shares; 2024Q4: 808,678 shares; 2025Q1: 785,376 shares; 2025Q2: 798,925 shares; 2025Q3: 774,747 shares; 2025Q4: 764,287 shares 764,287 $35.5M 0.01% -10,460 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,118 shares; 2024Q4: 678,854 shares; 2025Q1: 617,402 shares; 2025Q2: 599,519 shares; 2025Q3: 575,887 shares; 2025Q4: 538,843 shares 538,843 $35.5M 0.01% -37,044 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,542 shares; 2024Q4: 79,491 shares; 2025Q1: 132,996 shares; 2025Q2: 136,530 shares; 2025Q3: 405,184 shares; 2025Q4: 776,080 shares 776,080 $35.4M 0.01% +370,896 Timeline ILF 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: 455,602 shares; 2024Q4: 214,007 shares; 2025Q1: 349,088 shares; 2025Q2: 567,458 shares; 2025Q3: 638,476 shares; 2025Q4: 1,157,180 shares 1,157,180 $35.2M 0.01% +518,704 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,619 shares; 2025Q3: 640,622 shares; 2025Q4: 975,523 shares 975,523 $35.2M 0.01% +334,901 Timeline FEMB 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: 740,048 shares; 2024Q4: 315,228 shares; 2025Q1: 320,255 shares; 2025Q2: 783,696 shares; 2025Q3: 973,936 shares; 2025Q4: 1,181,923 shares 1,181,923 $35.2M 0.01% +207,987 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: 73,071 shares; 2024Q4: 88,354 shares; 2025Q1: 93,294 shares; 2025Q2: 107,939 shares; 2025Q3: 119,065 shares; 2025Q4: 135,486 shares 135,486 $35.2M 0.01% +16,421 Timeline OMFS 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: 915,347 shares; 2024Q4: 539,055 shares; 2025Q1: 529,873 shares; 2025Q2: 561,987 shares; 2025Q3: 501,696 shares; 2025Q4: 787,710 shares 787,710 $35M 0.01% +286,014 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: 680,669 shares; 2024Q4: 908,473 shares; 2025Q1: 1,022,356 shares; 2025Q2: 1,205,875 shares; 2025Q3: 1,446,837 shares; 2025Q4: 1,799,779 shares 1,799,779 $34.8M 0.01% +352,942 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,767 shares; 2024Q4: 206,579 shares; 2025Q1: 211,874 shares; 2025Q2: 216,857 shares; 2025Q3: 229,003 shares; 2025Q4: 251,986 shares 251,986 $34.7M 0.01% +22,983 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,520 shares; 2024Q4: 462,654 shares; 2025Q1: 347,234 shares; 2025Q2: 490,171 shares; 2025Q3: 1,289,021 shares; 2025Q4: 1,502,739 shares 1,502,739 $34.6M 0.01% +213,718 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: 313,321 shares; 2024Q4: 309,390 shares; 2025Q1: 347,975 shares; 2025Q2: 489,541 shares; 2025Q3: 544,222 shares; 2025Q4: 563,210 shares 563,210 $34.5M 0.01% +18,988 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,364 shares; 2024Q4: 214,976 shares; 2025Q1: 389,634 shares; 2025Q2: 635,908 shares; 2025Q3: 688,179 shares; 2025Q4: 672,680 shares 672,680 $34.4M 0.01% -15,499 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,195 shares; 2024Q4: 861,231 shares; 2025Q1: 1,007,131 shares; 2025Q2: 1,057,993 shares; 2025Q3: 1,064,112 shares; 2025Q4: 720,796 shares 720,796 $34.3M 0.01% -343,316 Timeline XSHQ 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: 1,319,926 shares; 2024Q4: 1,326,833 shares; 2025Q1: 1,270,534 shares; 2025Q2: 1,096,783 shares; 2025Q3: 1,094,705 shares; 2025Q4: 815,523 shares 815,523 $34.3M 0.01% -279,182 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: 986,915 shares; 2024Q4: 987,320 shares; 2025Q1: 1,130,362 shares; 2025Q2: 1,296,534 shares; 2025Q3: 1,794,113 shares; 2025Q4: 1,823,405 shares 1,823,405 $34.3M 0.01% +29,292 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022,960 shares; 2024Q4: 2,235,344 shares; 2025Q1: 2,450,532 shares; 2025Q2: 2,600,746 shares; 2025Q3: 2,774,705 shares; 2025Q4: 2,656,538 shares 2,656,538 $34.3M 0.01% -118,167 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,630 shares; 2025Q4: 1,290,811 shares 1,290,811 $34.3M 0.01% +969,181 Timeline EMHC 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: 571,466 shares; 2024Q4: 607,480 shares; 2025Q1: 1,118,779 shares; 2025Q2: 1,171,919 shares; 2025Q3: 1,231,322 shares; 2025Q4: 1,339,979 shares 1,339,979 $34.1M 0.01% +108,657 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959,150 shares; 2024Q4: 850,234 shares; 2025Q1: 763,860 shares; 2025Q2: 801,909 shares; 2025Q3: 758,793 shares; 2025Q4: 723,758 shares 723,758 $34.1M 0.01% -35,035 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,666 shares; 2024Q4: 692,016 shares; 2025Q1: 691,594 shares; 2025Q2: 702,899 shares; 2025Q3: 717,748 shares; 2025Q4: 700,856 shares 700,856 $34M 0.01% -16,892 Timeline DSTL 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: 1,007,126 shares; 2024Q4: 987,612 shares; 2025Q1: 982,548 shares; 2025Q2: 852,766 shares; 2025Q3: 805,781 shares; 2025Q4: 577,130 shares 577,130 $34M 0.01% -228,651 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,463 shares; 2024Q4: 134,001 shares; 2025Q1: 147,270 shares; 2025Q2: 180,522 shares; 2025Q3: 279,171 shares; 2025Q4: 1,027,662 shares 1,027,662 $33.9M 0.01% +748,491 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: 18,448 shares; 2025Q3: 490,424 shares; 2025Q4: 700,882 shares 700,882 $33.9M 0.01% +210,458 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,859 shares; 2024Q4: 334,648 shares; 2025Q1: 385,363 shares; 2025Q2: 507,620 shares; 2025Q3: 609,982 shares; 2025Q4: 672,920 shares 672,920 $33.9M 0.01% +62,938 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: 206,357 shares; 2024Q4: 242,173 shares; 2025Q1: 260,232 shares; 2025Q2: 846,842 shares; 2025Q3: 1,417,367 shares; 2025Q4: 1,929,772 shares 1,929,772 $33.8M 0.01% +512,405 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: 813,143 shares; 2024Q4: 994,319 shares; 2025Q1: 1,076,134 shares; 2025Q2: 1,027,506 shares; 2025Q3: 897,685 shares; 2025Q4: 1,168,346 shares 1,168,346 $33.7M 0.01% +270,661 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: 239,376 shares; 2024Q4: 261,194 shares; 2025Q1: 367,079 shares; 2025Q2: 417,262 shares; 2025Q3: 449,536 shares; 2025Q4: 499,212 shares 499,212 $33.6M 0.01% +49,676 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,351 shares; 2024Q4: 302,564 shares; 2025Q1: 340,587 shares; 2025Q2: 327,746 shares; 2025Q3: 228,848 shares; 2025Q4: 466,543 shares 466,543 $33.5M 0.01% +237,695 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,425 shares; 2024Q4: 733,434 shares; 2025Q1: 1,017,141 shares; 2025Q2: 1,020,860 shares; 2025Q3: 1,156,009 shares; 2025Q4: 1,481,490 shares 1,481,490 $33.4M 0.01% +325,481 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,580 shares; 2024Q4: 374,326 shares; 2025Q1: 335,059 shares; 2025Q2: 308,278 shares; 2025Q3: 293,308 shares; 2025Q4: 291,709 shares 291,709 $33.2M 0.01% -1,599 Timeline PINK 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: 704,564 shares; 2024Q4: 105,330 shares; 2025Q1: 242,569 shares; 2025Q2: 194,597 shares; 2025Q3: 343,841 shares; 2025Q4: 905,040 shares 905,040 $33.1M 0.01% +561,199 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,938 shares; 2024Q4: 939,376 shares; 2025Q1: 976,285 shares; 2025Q2: 1,007,009 shares; 2025Q3: 1,152,810 shares; 2025Q4: 1,222,265 shares 1,222,265 $33.1M 0.01% +69,455 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,436 shares; 2024Q4: 395,828 shares; 2025Q1: 474,729 shares; 2025Q2: 510,962 shares; 2025Q3: 551,276 shares; 2025Q4: 580,190 shares 580,190 $33M 0.01% +28,914 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,072 shares; 2024Q4: 80,332 shares; 2025Q1: 77,478 shares; 2025Q2: 91,951 shares; 2025Q3: 137,200 shares; 2025Q4: 144,154 shares 144,154 $33M 0.01% +6,954 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,038 shares; 2024Q4: 54,402 shares; 2025Q1: 82,128 shares; 2025Q2: 136,722 shares; 2025Q3: 154,932 shares; 2025Q4: 198,321 shares 198,321 $33M 0.01% +43,389 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592,313 shares; 2024Q4: 1,712,240 shares; 2025Q1: 1,943,464 shares; 2025Q2: 2,051,627 shares; 2025Q3: 2,400,505 shares; 2025Q4: 2,552,235 shares 2,552,235 $32.9M 0.01% +151,730 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,779 shares; 2024Q4: 246,009 shares; 2025Q1: 643,011 shares; 2025Q2: 468,480 shares; 2025Q3: 475,370 shares; 2025Q4: 359,275 shares 359,275 $32.9M 0.01% -116,095 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,163 shares; 2024Q4: 120,167 shares; 2025Q1: 198,440 shares; 2025Q2: 307,839 shares; 2025Q3: 333,292 shares; 2025Q4: 417,911 shares 417,911 $32.9M 0.01% +84,619 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: 1,248,493 shares; 2024Q4: 975,922 shares; 2025Q1: 1,056,623 shares; 2025Q2: 1,176,808 shares; 2025Q3: 1,140,161 shares; 2025Q4: 1,404,073 shares 1,404,073 $32.8M 0.01% +263,912 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177,159 shares; 2025Q2: 203,217 shares; 2025Q3: 424,403 shares; 2025Q4: 643,604 shares 643,604 $32.8M 0.01% +219,201 Timeline DWM 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: 741,262 shares; 2024Q4: 712,441 shares; 2025Q1: 505,679 shares; 2025Q2: 526,732 shares; 2025Q3: 484,295 shares; 2025Q4: 476,596 shares 476,596 $32.8M 0.01% -7,699 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872,801 shares; 2024Q4: 2,120,126 shares; 2025Q1: 2,282,622 shares; 2025Q2: 2,631,449 shares; 2025Q3: 2,747,340 shares; 2025Q4: 2,846,681 shares 2,846,681 $32.8M 0.01% +99,341 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,375 shares; 2024Q4: 555,686 shares; 2025Q1: 550,930 shares; 2025Q2: 667,146 shares; 2025Q3: 620,306 shares; 2025Q4: 649,182 shares 649,182 $32.7M 0.01% +28,876 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,870 shares; 2024Q4: 123,226 shares; 2025Q1: 111,424 shares; 2025Q2: 94,437 shares; 2025Q3: 1,816,646 shares; 2025Q4: 2,168,276 shares 2,168,276 $32.7M 0.01% +351,630 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,682 shares; 2024Q4: 558,095 shares; 2025Q1: 564,181 shares; 2025Q2: 529,796 shares; 2025Q3: 523,197 shares; 2025Q4: 522,496 shares 522,496 $32.6M 0.01% -701 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: 779,669 shares; 2025Q3: 790,273 shares; 2025Q4: 746,805 shares 746,805 $32.5M 0.01% -43,468 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,448 shares; 2024Q4: 599,525 shares; 2025Q1: 694,244 shares; 2025Q2: 950,885 shares; 2025Q3: 1,185,608 shares; 2025Q4: 1,328,195 shares 1,328,195 $32.4M 0.01% +142,587 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,289 shares; 2024Q4: 701,383 shares; 2025Q1: 736,366 shares; 2025Q2: 831,479 shares; 2025Q3: 830,978 shares; 2025Q4: 821,495 shares 821,495 $32.4M 0.01% -9,483 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,373 shares; 2024Q4: 1,090,139 shares; 2025Q1: 1,259,273 shares; 2025Q2: 1,251,358 shares; 2025Q3: 1,450,687 shares; 2025Q4: 1,380,886 shares 1,380,886 $32.3M 0.01% -69,801 Timeline LGLV 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: 168,573 shares; 2024Q4: 134,832 shares; 2025Q1: 169,116 shares; 2025Q2: 195,209 shares; 2025Q3: 183,285 shares; 2025Q4: 183,961 shares 183,961 $32.3M 0.01% +676 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: 31,731 shares; 2024Q4: 33,554 shares; 2025Q1: 35,780 shares; 2025Q2: 38,464 shares; 2025Q3: 39,724 shares; 2025Q4: 42,138 shares 42,138 $32.3M 0.01% +2,414 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,380 shares; 2024Q4: 64,533 shares; 2025Q1: 87,491 shares; 2025Q2: 659,311 shares; 2025Q3: 663,435 shares; 2025Q4: 591,372 shares 591,372 $32.3M 0.01% -72,063 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,730 shares; 2024Q4: 14,015 shares; 2025Q1: 33,078 shares; 2025Q2: 119,948 shares; 2025Q3: 232,452 shares; 2025Q4: 335,429 shares 335,429 $32.3M 0.01% +102,977 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888,034 shares; 2024Q4: 1,002,566 shares; 2025Q1: 1,002,205 shares; 2025Q2: 954,672 shares; 2025Q3: 1,104,759 shares; 2025Q4: 1,277,864 shares 1,277,864 $32.2M 0.01% +173,105 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,167 shares; 2024Q4: 325,583 shares; 2025Q1: 339,175 shares; 2025Q2: 363,921 shares; 2025Q3: 383,020 shares; 2025Q4: 390,328 shares 390,328 $32.1M 0.01% +7,308 Timeline PSI 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: 559,071 shares; 2024Q4: 486,003 shares; 2025Q1: 596,559 shares; 2025Q2: 335,368 shares; 2025Q3: 363,250 shares; 2025Q4: 407,485 shares 407,485 $32.1M 0.01% +44,235 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,821 shares; 2024Q4: 69,331 shares; 2025Q1: 70,204 shares; 2025Q2: 79,302 shares; 2025Q3: 73,594 shares; 2025Q4: 72,097 shares 72,097 $32.1M 0.01% -1,497 Timeline JVAL 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: 806,388 shares; 2024Q4: 832,819 shares; 2025Q1: 980,313 shares; 2025Q2: 994,237 shares; 2025Q3: 882,577 shares; 2025Q4: 653,170 shares 653,170 $32.1M 0.01% -229,407 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: 925,261 shares; 2024Q4: 855,580 shares; 2025Q1: 808,617 shares; 2025Q2: 794,900 shares; 2025Q3: 862,815 shares; 2025Q4: 874,223 shares 874,223 $32M 0.01% +11,408 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,726 shares; 2024Q4: 442,770 shares; 2025Q1: 351,882 shares; 2025Q2: 501,387 shares; 2025Q3: 346,929 shares; 2025Q4: 340,889 shares 340,889 $32M 0.01% -6,040 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: 100,687 shares; 2024Q4: 161,041 shares; 2025Q1: 166,836 shares; 2025Q2: 148,113 shares; 2025Q3: 160,165 shares; 2025Q4: 277,828 shares 277,828 $31.9M 0.01% +117,663 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924,294 shares; 2024Q4: 1,953,683 shares; 2025Q1: 2,075,846 shares; 2025Q2: 2,374,002 shares; 2025Q3: 2,387,405 shares; 2025Q4: 2,558,135 shares 2,558,135 $31.8M 0.01% +170,730 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,510 shares; 2024Q4: 197,016 shares; 2025Q1: 242,330 shares; 2025Q2: 293,665 shares; 2025Q3: 316,035 shares; 2025Q4: 335,107 shares 335,107 $31.8M 0.01% +19,072 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: 135,951 shares; 2024Q4: 280,131 shares; 2025Q1: 395,311 shares; 2025Q2: 473,425 shares; 2025Q3: 1,240,087 shares; 2025Q4: 1,414,123 shares 1,414,123 $31.7M 0.01% +174,036 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,435 shares; 2024Q4: 291,234 shares; 2025Q1: 310,535 shares; 2025Q2: 333,036 shares; 2025Q3: 211,525 shares; 2025Q4: 226,097 shares 226,097 $31.6M 0.01% +14,572 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: 516,888 shares; 2024Q4: 571,219 shares; 2025Q1: 541,635 shares; 2025Q2: 554,870 shares; 2025Q3: 522,844 shares; 2025Q4: 484,887 shares 484,887 $31.6M 0.01% -37,957 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,096 shares; 2024Q4: 392,417 shares; 2025Q1: 405,797 shares; 2025Q2: 409,685 shares; 2025Q3: 463,718 shares; 2025Q4: 538,265 shares 538,265 $31.4M 0.01% +74,547 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: 377,703 shares; 2024Q4: 395,336 shares; 2025Q1: 372,639 shares; 2025Q2: 324,876 shares; 2025Q3: 305,054 shares; 2025Q4: 313,532 shares 313,532 $31.3M 0.01% +8,478 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,074 shares; 2024Q4: 59,429 shares; 2025Q1: 68,470 shares; 2025Q2: 79,815 shares; 2025Q3: 188,945 shares; 2025Q4: 167,584 shares 167,584 $31.2M 0.01% -21,361 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,478 shares; 2024Q4: 231,149 shares; 2025Q1: 234,277 shares; 2025Q2: 242,068 shares; 2025Q3: 251,418 shares; 2025Q4: 257,916 shares 257,916 $31.2M 0.01% +6,498 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,726 shares; 2024Q4: 769,461 shares; 2025Q1: 778,542 shares; 2025Q2: 744,204 shares; 2025Q3: 734,728 shares; 2025Q4: 754,307 shares 754,307 $31.2M 0.01% +19,579 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: 527,720 shares; 2025Q3: 427,116 shares; 2025Q4: 445,888 shares 445,888 $31.1M 0.01% +18,772 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: 446,094 shares; 2024Q4: 519,339 shares; 2025Q1: 686,793 shares; 2025Q2: 606,002 shares; 2025Q3: 663,333 shares; 2025Q4: 663,974 shares 663,974 $31.1M 0.01% +641 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,107 shares; 2024Q4: 347,969 shares; 2025Q1: 171,725 shares; 2025Q2: 315,329 shares; 2025Q3: 332,777 shares; 2025Q4: 329,604 shares 329,604 $31M 0.01% -3,173 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,805 shares; 2024Q4: 97,362 shares; 2025Q1: 151,116 shares; 2025Q2: 215,814 shares; 2025Q3: 305,062 shares; 2025Q4: 334,531 shares 334,531 $31M 0.01% +29,469 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,137 shares; 2024Q4: 33,537 shares; 2025Q1: 37,500 shares; 2025Q2: 36,092 shares; 2025Q3: 39,823 shares; 2025Q4: 45,636 shares 45,636 $30.9M 0.01% +5,813 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,301 shares; 2024Q4: 687,314 shares; 2025Q1: 1,048,801 shares; 2025Q2: 1,012,744 shares; 2025Q3: 837,994 shares; 2025Q4: 1,114,267 shares 1,114,267 $30.8M 0.01% +276,273 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,881 shares; 2024Q4: 765,824 shares; 2025Q1: 943,130 shares; 2025Q2: 975,353 shares; 2025Q3: 1,053,388 shares; 2025Q4: 1,166,926 shares 1,166,926 $30.8M 0.01% +113,538 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,244 shares; 2024Q4: 119,155 shares; 2025Q1: 115,550 shares; 2025Q2: 123,761 shares; 2025Q3: 128,295 shares; 2025Q4: 126,907 shares 126,907 $30.8M 0.01% -1,388 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,442 shares; 2024Q4: 257,150 shares; 2025Q1: 375,998 shares; 2025Q2: 406,388 shares; 2025Q3: 435,528 shares; 2025Q4: 440,626 shares 440,626 $30.8M 0.01% +5,098 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,759 shares; 2024Q4: 243,995 shares; 2025Q1: 228,692 shares; 2025Q2: 236,786 shares; 2025Q3: 178,471 shares; 2025Q4: 237,472 shares 237,472 $30.8M 0.01% +59,001 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: 179,879 shares; 2024Q4: 177,915 shares; 2025Q1: 246,437 shares; 2025Q2: 282,650 shares; 2025Q3: 349,232 shares; 2025Q4: 521,127 shares 521,127 $30.7M 0.01% +171,895 Timeline IPKW 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: 128,883 shares; 2024Q4: 137,509 shares; 2025Q1: 288,679 shares; 2025Q2: 274,324 shares; 2025Q3: 433,197 shares; 2025Q4: 551,633 shares 551,633 $30.7M 0.01% +118,436 Timeline QINT 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: 254,883 shares; 2024Q4: 240,636 shares; 2025Q1: 256,972 shares; 2025Q2: 304,917 shares; 2025Q3: 338,836 shares; 2025Q4: 477,235 shares 477,235 $30.6M 0.01% +138,399 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,661 shares; 2024Q4: 148,039 shares; 2025Q1: 334,482 shares; 2025Q2: 181,577 shares; 2025Q3: 176,572 shares; 2025Q4: 233,837 shares 233,837 $30.6M 0.01% +57,265 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159,466 shares; 2024Q4: 2,202,234 shares; 2025Q1: 2,298,467 shares; 2025Q2: 2,446,696 shares; 2025Q3: 2,630,905 shares; 2025Q4: 3,060,999 shares 3,060,999 $30.6M 0.01% +430,094 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,323 shares; 2024Q4: 400,853 shares; 2025Q1: 420,227 shares; 2025Q2: 294,024 shares; 2025Q3: 339,373 shares; 2025Q4: 338,039 shares 338,039 $30.6M 0.01% -1,334 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,195 shares; 2024Q4: 96,506 shares; 2025Q1: 102,121 shares; 2025Q2: 119,964 shares; 2025Q3: 123,154 shares; 2025Q4: 135,471 shares 135,471 $30.5M 0.01% +12,317 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,002 shares; 2024Q4: 94,176 shares; 2025Q1: 99,280 shares; 2025Q2: 77,353 shares; 2025Q3: 87,711 shares; 2025Q4: 247,972 shares 247,972 $30.5M 0.01% +160,261 Timeline OUSA 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: 518,000 shares; 2024Q4: 517,021 shares; 2025Q1: 547,385 shares; 2025Q2: 547,091 shares; 2025Q3: 545,932 shares; 2025Q4: 528,599 shares 528,599 $30.5M 0.01% -17,333 Timeline KORP 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: 358,778 shares; 2024Q4: 308,389 shares; 2025Q1: 449,879 shares; 2025Q2: 477,815 shares; 2025Q3: 573,700 shares; 2025Q4: 643,815 shares 643,815 $30.4M 0.01% +70,115 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,746 shares; 2024Q4: 334,295 shares; 2025Q1: 292,247 shares; 2025Q2: 297,844 shares; 2025Q3: 287,500 shares; 2025Q4: 271,790 shares 271,790 $30.4M 0.01% -15,710 Timeline PIZ 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: 28,912 shares; 2024Q4: 101,064 shares; 2025Q1: 83,267 shares; 2025Q2: 146,147 shares; 2025Q3: 480,175 shares; 2025Q4: 620,114 shares 620,114 $30.4M 0.01% +139,939 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: 15,130 shares; 2024Q4: 25,069 shares; 2025Q1: 34,311 shares; 2025Q2: 43,872 shares; 2025Q3: 56,987 shares; 2025Q4: 55,042 shares 55,042 $30.3M 0.01% -1,945 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,735 shares; 2024Q4: 560,490 shares; 2025Q1: 563,853 shares; 2025Q2: 903,796 shares; 2025Q3: 1,093,533 shares; 2025Q4: 995,547 shares 995,547 $30.3M 0.01% -97,986 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,643 shares; 2024Q4: 153,518 shares; 2025Q1: 233,650 shares; 2025Q2: 299,844 shares; 2025Q3: 340,051 shares; 2025Q4: 384,037 shares 384,037 $30.2M 0.01% +43,986 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 55,502 shares; 2025Q1: 36,232 shares; 2025Q2: 495,664 shares; 2025Q3: 474,678 shares; 2025Q4: 652,659 shares 652,659 $30.2M 0.01% +177,981 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,483 shares; 2024Q4: 785,125 shares; 2025Q1: 900,457 shares; 2025Q2: 957,711 shares; 2025Q3: 898,731 shares; 2025Q4: 791,692 shares 791,692 $30.1M 0.01% -107,039 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,452 shares; 2024Q4: 36,377 shares; 2025Q1: 58,279 shares; 2025Q2: 100,891 shares; 2025Q3: 252,833 shares; 2025Q4: 294,702 shares 294,702 $29.9M 0.01% +41,869 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,896 shares; 2024Q4: 750,348 shares; 2025Q1: 753,218 shares; 2025Q2: 793,408 shares; 2025Q3: 830,708 shares; 2025Q4: 747,791 shares 747,791 $29.8M 0.01% -82,917 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: 267,846 shares; 2024Q4: 365,635 shares; 2025Q1: 345,465 shares; 2025Q2: 463,246 shares; 2025Q3: 475,217 shares; 2025Q4: 444,048 shares 444,048 $29.8M 0.01% -31,169 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: 50,804 shares; 2024Q4: 61,581 shares; 2025Q1: 65,463 shares; 2025Q2: 65,849 shares; 2025Q3: 63,994 shares; 2025Q4: 63,821 shares 63,821 $29.8M 0.01% -173 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,152 shares; 2024Q4: 132,093 shares; 2025Q1: 104,724 shares; 2025Q2: 88,627 shares; 2025Q3: 91,034 shares; 2025Q4: 101,932 shares 101,932 $29.8M 0.01% +10,898 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837,795 shares; 2025Q3: 966,748 shares; 2025Q4: 1,015,178 shares 1,015,178 $29.6M 0.01% +48,430 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,202 shares; 2024Q4: 160,902 shares; 2025Q1: 458,357 shares; 2025Q2: 1,121,273 shares; 2025Q3: 1,170,911 shares; 2025Q4: 1,333,491 shares 1,333,491 $29.6M 0.01% +162,580 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,108 shares; 2024Q4: 181,642 shares; 2025Q1: 174,702 shares; 2025Q2: 229,993 shares; 2025Q3: 249,465 shares; 2025Q4: 196,527 shares 196,527 $29.5M 0.01% -52,938 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502,762 shares 502,762 $29.5M 0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,202 shares; 2024Q4: 167,075 shares; 2025Q1: 199,756 shares; 2025Q2: 213,728 shares; 2025Q3: 232,630 shares; 2025Q4: 235,761 shares 235,761 $29.4M 0.01% +3,131 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: 120,864 shares; 2024Q4: 131,846 shares; 2025Q1: 151,209 shares; 2025Q2: 726,727 shares; 2025Q3: 561,797 shares; 2025Q4: 654,968 shares 654,968 $29.4M 0.01% +93,171 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: 51,726 shares; 2024Q4: 61,224 shares; 2025Q1: 77,128 shares; 2025Q2: 84,026 shares; 2025Q3: 90,120 shares; 2025Q4: 103,372 shares 103,372 $29.3M 0.01% +13,252 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,284 shares; 2024Q4: 91,019 shares; 2025Q1: 109,772 shares; 2025Q2: 142,451 shares; 2025Q3: 153,068 shares; 2025Q4: 174,655 shares 174,655 $29.3M 0.01% +21,587 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,152 shares; 2024Q4: 234,004 shares; 2025Q1: 252,933 shares; 2025Q2: 284,999 shares; 2025Q3: 297,033 shares; 2025Q4: 267,730 shares 267,730 $29.3M 0.01% -29,303 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,374 shares; 2024Q4: 420,341 shares; 2025Q1: 743,913 shares; 2025Q2: 853,567 shares; 2025Q3: 832,631 shares; 2025Q4: 1,072,343 shares 1,072,343 $29.2M 0.01% +239,712 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: 466,930 shares; 2024Q4: 273,937 shares; 2025Q1: 706,868 shares; 2025Q2: 654,008 shares; 2025Q3: 599,514 shares; 2025Q4: 550,399 shares 550,399 $29.2M 0.01% -49,115 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,603 shares; 2025Q2: 298,642 shares; 2025Q3: 422,511 shares; 2025Q4: 536,601 shares 536,601 $29M 0.01% +114,090 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970,097 shares; 2024Q4: 1,812,536 shares; 2025Q1: 1,223,606 shares; 2025Q2: 1,223,329 shares; 2025Q3: 1,311,969 shares; 2025Q4: 1,317,186 shares 1,317,186 $29M 0.01% +5,217 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,663 shares; 2024Q4: 322,847 shares; 2025Q1: 365,274 shares; 2025Q2: 364,554 shares; 2025Q3: 365,435 shares; 2025Q4: 358,512 shares 358,512 $29M 0.01% -6,923 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: 469,573 shares; 2024Q4: 480,881 shares; 2025Q1: 506,080 shares; 2025Q2: 579,519 shares; 2025Q3: 633,580 shares; 2025Q4: 650,706 shares 650,706 $28.9M 0.01% +17,126 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: 113,306 shares; 2024Q4: 152,243 shares; 2025Q1: 162,562 shares; 2025Q2: 197,079 shares; 2025Q3: 217,126 shares; 2025Q4: 211,897 shares 211,897 $28.8M 0.01% -5,229 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,841 shares; 2024Q4: 82,586 shares; 2025Q1: 90,135 shares; 2025Q2: 94,559 shares; 2025Q3: 98,542 shares; 2025Q4: 101,016 shares 101,016 $28.8M 0.01% +2,474 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,227 shares; 2024Q4: 179,279 shares; 2025Q1: 175,959 shares; 2025Q2: 282,349 shares; 2025Q3: 260,087 shares; 2025Q4: 226,337 shares 226,337 $28.8M 0.01% -33,750 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 23,490 shares; 2025Q1: 36,568 shares; 2025Q2: 52,297 shares; 2025Q3: 54,944 shares; 2025Q4: 76,494 shares 76,494 $28.7M 0.01% +21,550 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,539 shares; 2024Q4: 1,318,387 shares; 2025Q1: 1,236,069 shares; 2025Q2: 1,341,616 shares; 2025Q3: 1,439,687 shares; 2025Q4: 1,422,753 shares 1,422,753 $28.5M 0.01% -16,934 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,619 shares; 2024Q4: 585,115 shares; 2025Q1: 599,201 shares; 2025Q2: 616,607 shares; 2025Q3: 686,184 shares; 2025Q4: 779,445 shares 779,445 $28.5M 0.01% +93,261 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: 128,072 shares; 2024Q4: 208,416 shares; 2025Q1: 205,431 shares; 2025Q2: 206,914 shares; 2025Q3: 221,531 shares; 2025Q4: 234,197 shares 234,197 $28.4M 0.01% +12,666 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: 15,246 shares; 2024Q4: 57,757 shares; 2025Q1: 97,403 shares; 2025Q2: 292,944 shares; 2025Q3: 554,488 shares; 2025Q4: 561,544 shares 561,544 $28.3M 0.01% +7,056 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: 432,714 shares; 2025Q1: 664,992 shares; 2025Q2: 762,145 shares; 2025Q3: 663,773 shares; 2025Q4: 957,288 shares 957,288 $28.2M 0.01% +293,515 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: 218,964 shares; 2024Q4: 236,514 shares; 2025Q1: 197,025 shares; 2025Q2: 213,531 shares; 2025Q3: 354,646 shares; 2025Q4: 195,865 shares 195,865 $28.2M 0.01% -158,781 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,608 shares; 2024Q4: 437,306 shares; 2025Q1: 493,833 shares; 2025Q2: 536,802 shares; 2025Q3: 763,293 shares; 2025Q4: 1,243,845 shares 1,243,845 $28.2M 0.01% +480,552 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,395 shares; 2024Q4: 770,817 shares; 2025Q1: 766,313 shares; 2025Q2: 768,283 shares; 2025Q3: 714,630 shares; 2025Q4: 625,093 shares 625,093 $28.2M 0.01% -89,537 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,181,948 shares; 2025Q2: 751,866 shares; 2025Q3: 1,474,415 shares; 2025Q4: 984,531 shares 984,531 $28.1M 0.01% -489,884 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,411 shares; 2024Q4: 33,583 shares; 2025Q1: 46,827 shares; 2025Q2: 69,395 shares; 2025Q3: 90,474 shares; 2025Q4: 113,050 shares 113,050 $28.1M 0.01% +22,576 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,214 shares; 2024Q4: 846,459 shares; 2025Q1: 783,148 shares; 2025Q2: 546,456 shares; 2025Q3: 489,925 shares; 2025Q4: 403,335 shares 403,335 $28M 0.01% -86,590 Timeline JSML 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: 113,442 shares; 2024Q4: 145,612 shares; 2025Q1: 199,115 shares; 2025Q2: 180,841 shares; 2025Q3: 253,804 shares; 2025Q4: 380,551 shares 380,551 $28M 0.01% +126,747 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,373 shares; 2024Q4: 245,163 shares; 2025Q1: 267,576 shares; 2025Q2: 289,786 shares; 2025Q3: 645,020 shares; 2025Q4: 647,821 shares 647,821 $28M 0.01% +2,801 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,365 shares; 2024Q4: 157,764 shares; 2025Q1: 170,079 shares; 2025Q2: 218,922 shares; 2025Q3: 277,426 shares; 2025Q4: 338,792 shares 338,792 $27.9M 0.01% +61,366 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,913 shares; 2024Q4: 137,608 shares; 2025Q1: 142,392 shares; 2025Q2: 140,173 shares; 2025Q3: 152,550 shares; 2025Q4: 163,204 shares 163,204 $27.8M 0.01% +10,654 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: 706,760 shares; 2024Q4: 688,385 shares; 2025Q1: 851,397 shares; 2025Q2: 1,014,238 shares; 2025Q3: 1,192,175 shares; 2025Q4: 1,241,342 shares 1,241,342 $27.8M 0.01% +49,167 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: 92,870 shares; 2024Q4: 108,103 shares; 2025Q1: 116,032 shares; 2025Q2: 116,426 shares; 2025Q3: 113,518 shares; 2025Q4: 123,840 shares 123,840 $27.7M 0.01% +10,322 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,327 shares; 2025Q3: 121,738 shares; 2025Q4: 1,117,377 shares 1,117,377 $27.7M 0.01% +995,639 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,441 shares; 2024Q4: 36,670 shares; 2025Q1: 47,830 shares; 2025Q2: 45,675 shares; 2025Q3: 51,244 shares; 2025Q4: 65,878 shares 65,878 $27.6M 0.01% +14,634 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743,836 shares; 2024Q4: 3,520,427 shares; 2025Q1: 3,474,636 shares; 2025Q2: 3,804,780 shares; 2025Q3: 4,368,708 shares; 2025Q4: 4,462,497 shares 4,462,497 $27.5M 0.01% +93,789 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,635 shares; 2024Q4: 119,071 shares; 2025Q1: 113,364 shares; 2025Q2: 126,232 shares; 2025Q3: 140,606 shares; 2025Q4: 133,307 shares 133,307 $27.5M 0.01% -7,299 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: 177,974 shares; 2024Q4: 189,734 shares; 2025Q1: 185,654 shares; 2025Q2: 242,670 shares; 2025Q3: 257,948 shares; 2025Q4: 212,591 shares 212,591 $27.4M 0.01% -45,357 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: 238,666 shares; 2024Q4: 233,786 shares; 2025Q1: 404,557 shares; 2025Q2: 444,024 shares; 2025Q3: 498,388 shares; 2025Q4: 455,988 shares 455,988 $27.4M 0.01% -42,400 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,560 shares; 2024Q4: 244,145 shares; 2025Q1: 350,310 shares; 2025Q2: 400,245 shares; 2025Q3: 466,349 shares; 2025Q4: 508,290 shares 508,290 $27.3M 0.01% +41,941 Timeline PDEC 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: 323,138 shares; 2024Q4: 237,357 shares; 2025Q1: 473,453 shares; 2025Q2: 480,225 shares; 2025Q3: 535,623 shares; 2025Q4: 628,763 shares 628,763 $27.3M 0.01% +93,140 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,787 shares; 2024Q4: 321,610 shares; 2025Q1: 462,495 shares; 2025Q2: 777,689 shares; 2025Q3: 1,049,738 shares; 2025Q4: 1,259,704 shares 1,259,704 $27.2M 0.01% +209,966 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,680 shares; 2024Q4: 35,704 shares; 2025Q1: 38,400 shares; 2025Q2: 39,259 shares; 2025Q3: 41,335 shares; 2025Q4: 107,143 shares 107,143 $27.2M 0.01% +65,808 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,345 shares; 2024Q4: 578,661 shares; 2025Q1: 590,644 shares; 2025Q2: 629,393 shares; 2025Q3: 552,886 shares; 2025Q4: 547,134 shares 547,134 $27.1M 0.01% -5,752 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,800 shares; 2024Q4: 541,085 shares; 2025Q1: 348,883 shares; 2025Q2: 367,152 shares; 2025Q3: 444,782 shares; 2025Q4: 634,032 shares 634,032 $27.1M 0.01% +189,250 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: 72,116 shares; 2024Q4: 109,849 shares; 2025Q1: 95,988 shares; 2025Q2: 121,743 shares; 2025Q3: 143,734 shares; 2025Q4: 150,286 shares 150,286 $27.1M 0.01% +6,552 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,284 shares; 2024Q4: 484,741 shares; 2025Q1: 472,673 shares; 2025Q2: 464,003 shares; 2025Q3: 440,681 shares; 2025Q4: 481,995 shares 481,995 $27.1M 0.01% +41,314 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,476 shares; 2024Q4: 259,479 shares; 2025Q1: 526,603 shares; 2025Q2: 617,552 shares; 2025Q3: 749,754 shares; 2025Q4: 716,511 shares 716,511 $27.1M 0.01% -33,243 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,844 shares; 2024Q4: 119,153 shares; 2025Q1: 214,815 shares; 2025Q2: 305,620 shares; 2025Q3: 527,947 shares; 2025Q4: 535,062 shares 535,062 $27.1M 0.01% +7,115 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,077 shares; 2024Q4: 128,911 shares; 2025Q1: 139,905 shares; 2025Q2: 159,271 shares; 2025Q3: 169,006 shares; 2025Q4: 181,508 shares 181,508 $27M 0.01% +12,502 Timeline FNCL 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: 103,938 shares; 2024Q4: 224,613 shares; 2025Q1: 284,906 shares; 2025Q2: 245,399 shares; 2025Q3: 291,819 shares; 2025Q4: 347,864 shares 347,864 $27M 0.01% +56,045 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,821 shares; 2025Q3: 847,194 shares; 2025Q4: 1,022,864 shares 1,022,864 $27M 0.01% +175,670 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: 179,532 shares; 2024Q4: 201,671 shares; 2025Q1: 197,975 shares; 2025Q2: 210,162 shares; 2025Q3: 228,841 shares; 2025Q4: 229,626 shares 229,626 $27M 0.01% +785 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: 36,826 shares; 2024Q4: 38,602 shares; 2025Q1: 41,534 shares; 2025Q2: 43,575 shares; 2025Q3: 49,846 shares; 2025Q4: 43,329 shares 43,329 $27M 0.01% -6,517 Timeline HYGW 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: 44,450 shares; 2024Q4: 719,959 shares; 2025Q1: 773,459 shares; 2025Q2: 789,158 shares; 2025Q3: 825,593 shares; 2025Q4: 903,493 shares 903,493 $27M 0.01% +77,900 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: 158,844 shares; 2024Q4: 167,858 shares; 2025Q1: 197,160 shares; 2025Q2: 177,522 shares; 2025Q3: 365,714 shares; 2025Q4: 404,099 shares 404,099 $27M 0.01% +38,385 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,323 shares; 2024Q4: 55,693 shares; 2025Q1: 87,003 shares; 2025Q2: 348,202 shares; 2025Q3: 588,067 shares; 2025Q4: 1,063,342 shares 1,063,342 $26.9M 0.01% +475,275 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: 287,862 shares; 2024Q4: 387,518 shares; 2025Q1: 418,343 shares; 2025Q2: 474,079 shares; 2025Q3: 517,722 shares; 2025Q4: 280,805 shares 280,805 $26.9M 0.01% -236,917 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,672 shares; 2024Q4: 545,675 shares; 2025Q1: 738,016 shares; 2025Q2: 994,397 shares; 2025Q3: 1,118,895 shares; 2025Q4: 1,404,096 shares 1,404,096 $26.9M 0.01% +285,201 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,893 shares; 2024Q4: 396,616 shares; 2025Q1: 286,011 shares; 2025Q2: 259,086 shares; 2025Q3: 377,074 shares; 2025Q4: 260,996 shares 260,996 $26.9M 0.01% -116,078 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,979 shares; 2024Q4: 85,783 shares; 2025Q1: 102,003 shares; 2025Q2: 99,808 shares; 2025Q3: 103,820 shares; 2025Q4: 140,128 shares 140,128 $26.8M 0.01% +36,308 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: 231,661 shares; 2024Q4: 303,315 shares; 2025Q1: 397,435 shares; 2025Q2: 437,103 shares; 2025Q3: 474,214 shares; 2025Q4: 533,043 shares 533,043 $26.8M 0.01% +58,829 Timeline NUSC 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: 612,469 shares; 2024Q4: 682,005 shares; 2025Q1: 637,309 shares; 2025Q2: 648,868 shares; 2025Q3: 625,326 shares; 2025Q4: 598,713 shares 598,713 $26.7M 0.01% -26,613 Timeline OUSM 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: 533,409 shares; 2024Q4: 603,217 shares; 2025Q1: 568,693 shares; 2025Q2: 596,483 shares; 2025Q3: 595,672 shares; 2025Q4: 610,970 shares 610,970 $26.7M 0.01% +15,298 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: 289,686 shares; 2024Q4: 287,929 shares; 2025Q1: 320,131 shares; 2025Q2: 324,030 shares; 2025Q3: 409,921 shares; 2025Q4: 449,076 shares 449,076 $26.7M 0.01% +39,155 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,765 shares; 2024Q4: 68,425 shares; 2025Q1: 67,893 shares; 2025Q2: 61,218 shares; 2025Q3: 70,388 shares; 2025Q4: 75,490 shares 75,490 $26.6M 0.01% +5,102 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: 386,081 shares; 2024Q4: 352,704 shares; 2025Q1: 371,350 shares; 2025Q2: 612,162 shares; 2025Q3: 712,133 shares; 2025Q4: 610,942 shares 610,942 $26.6M 0.01% -101,191 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,297 shares; 2024Q4: 230,050 shares; 2025Q1: 222,291 shares; 2025Q2: 230,072 shares; 2025Q3: 227,100 shares; 2025Q4: 244,782 shares 244,782 $26.6M 0.01% +17,682 Timeline ICF 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: 318,040 shares; 2024Q4: 353,622 shares; 2025Q1: 354,996 shares; 2025Q2: 391,417 shares; 2025Q3: 440,194 shares; 2025Q4: 444,569 shares 444,569 $26.5M 0.01% +4,375 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,175 shares; 2024Q4: 115,176 shares; 2025Q1: 136,497 shares; 2025Q2: 151,347 shares; 2025Q3: 166,034 shares; 2025Q4: 164,109 shares 164,109 $26.5M 0.01% -1,925 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,032 shares; 2024Q4: 151,202 shares; 2025Q1: 105,764 shares; 2025Q2: 219,299 shares; 2025Q3: 321,083 shares; 2025Q4: 1,026,661 shares 1,026,661 $26.5M 0.01% +705,578 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,974 shares; 2024Q4: 172,380 shares; 2025Q1: 218,801 shares; 2025Q2: 296,021 shares; 2025Q3: 330,972 shares; 2025Q4: 380,893 shares 380,893 $26.4M 0.01% +49,921 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: 57,947 shares; 2024Q4: 64,850 shares; 2025Q1: 59,863 shares; 2025Q2: 80,375 shares; 2025Q3: 85,087 shares; 2025Q4: 85,708 shares 85,708 $26.2M 0.01% +621 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,520 shares; 2024Q4: 329,039 shares; 2025Q1: 422,203 shares; 2025Q2: 458,814 shares; 2025Q3: 457,572 shares; 2025Q4: 445,812 shares 445,812 $26.2M 0.01% -11,760 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,903 shares; 2024Q4: 114,066 shares; 2025Q1: 121,852 shares; 2025Q2: 123,623 shares; 2025Q3: 131,306 shares; 2025Q4: 129,971 shares 129,971 $26.2M 0.01% -1,335 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: 1,106,941 shares; 2024Q4: 1,238,895 shares; 2025Q1: 1,392,082 shares; 2025Q2: 1,971,616 shares; 2025Q3: 2,220,625 shares; 2025Q4: 2,433,817 shares 2,433,817 $26.1M 0.01% +213,192 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,020 shares; 2024Q4: 297,427 shares; 2025Q1: 352,594 shares; 2025Q2: 357,651 shares; 2025Q3: 414,586 shares; 2025Q4: 440,651 shares 440,651 $26.1M 0.01% +26,065 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: 167,845 shares; 2024Q4: 196,887 shares; 2025Q1: 203,301 shares; 2025Q2: 222,275 shares; 2025Q3: 227,659 shares; 2025Q4: 211,917 shares 211,917 $26.1M 0.01% -15,742 Timeline AOK 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: 459,837 shares; 2024Q4: 454,491 shares; 2025Q1: 470,648 shares; 2025Q2: 450,750 shares; 2025Q3: 497,310 shares; 2025Q4: 646,961 shares 646,961 $26M 0.01% +149,651 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,899 shares; 2024Q4: 133,493 shares; 2025Q1: 385,387 shares; 2025Q2: 197,363 shares; 2025Q3: 198,326 shares; 2025Q4: 221,840 shares 221,840 $25.9M 0.01% +23,514 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,241 shares; 2024Q4: 631,078 shares; 2025Q1: 1,391,583 shares; 2025Q2: 1,412,126 shares; 2025Q3: 1,702,391 shares; 2025Q4: 1,364,591 shares 1,364,591 $25.9M 0.01% -337,800 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,847 shares; 2024Q4: 284,050 shares; 2025Q1: 288,283 shares; 2025Q2: 327,298 shares; 2025Q3: 327,767 shares; 2025Q4: 383,250 shares 383,250 $25.8M 0.01% +55,483 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616,162 shares; 2024Q4: 1,593,287 shares; 2025Q1: 1,684,959 shares; 2025Q2: 1,737,482 shares; 2025Q3: 1,782,262 shares; 2025Q4: 1,799,148 shares 1,799,148 $25.8M 0.01% +16,886 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: 249,449 shares; 2024Q4: 384,690 shares; 2025Q1: 332,473 shares; 2025Q2: 387,090 shares; 2025Q3: 492,473 shares; 2025Q4: 524,438 shares 524,438 $25.8M 0.01% +31,965 Timeline ISCF 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: 160,596 shares; 2024Q4: 210,028 shares; 2025Q1: 194,374 shares; 2025Q2: 204,716 shares; 2025Q3: 489,390 shares; 2025Q4: 620,675 shares 620,675 $25.7M 0.01% +131,285 Timeline EUSB 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: 382,680 shares; 2024Q4: 427,505 shares; 2025Q1: 476,314 shares; 2025Q2: 617,316 shares; 2025Q3: 415,161 shares; 2025Q4: 584,922 shares 584,922 $25.7M 0.01% +169,761 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: 512,955 shares; 2024Q4: 591,398 shares; 2025Q1: 701,132 shares; 2025Q2: 633,971 shares; 2025Q3: 716,070 shares; 2025Q4: 654,356 shares 654,356 $25.6M 0.01% -61,714 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,849 shares; 2024Q4: 505,802 shares; 2025Q1: 544,550 shares; 2025Q2: 531,554 shares; 2025Q3: 483,471 shares; 2025Q4: 547,081 shares 547,081 $25.6M 0.01% +63,610 Timeline EVUS 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: 8,354 shares; 2025Q2: 8,354 shares; 2025Q3: 435,444 shares; 2025Q4: 797,952 shares 797,952 $25.6M 0.01% +362,508 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: 336,496 shares; 2024Q4: 317,548 shares; 2025Q1: 331,772 shares; 2025Q2: 403,603 shares; 2025Q3: 429,854 shares; 2025Q4: 478,898 shares 478,898 $25.6M 0.01% +49,044 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: 115,926 shares; 2024Q4: 122,836 shares; 2025Q1: 160,325 shares; 2025Q2: 179,442 shares; 2025Q3: 174,102 shares; 2025Q4: 156,040 shares 156,040 $25.5M 0.01% -18,062 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,166 shares; 2024Q4: 379,360 shares; 2025Q1: 416,811 shares; 2025Q2: 448,317 shares; 2025Q3: 460,820 shares; 2025Q4: 504,530 shares 504,530 $25.4M 0.01% +43,710 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,917 shares; 2024Q4: 513,970 shares; 2025Q1: 420,120 shares; 2025Q2: 421,501 shares; 2025Q3: 466,662 shares; 2025Q4: 444,498 shares 444,498 $25.4M 0.01% -22,164 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: 110,582 shares; 2024Q4: 156,563 shares; 2025Q1: 150,956 shares; 2025Q2: 126,986 shares; 2025Q3: 139,620 shares; 2025Q4: 137,851 shares 137,851 $25.4M 0.01% -1,769 Timeline JMOM 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: 218,487 shares; 2024Q4: 241,063 shares; 2025Q1: 198,346 shares; 2025Q2: 606,899 shares; 2025Q3: 367,207 shares; 2025Q4: 372,673 shares 372,673 $25.4M 0.01% +5,466 Timeline JPEM 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: 290,536 shares; 2024Q4: 292,524 shares; 2025Q1: 299,036 shares; 2025Q2: 316,730 shares; 2025Q3: 396,855 shares; 2025Q4: 417,623 shares 417,623 $25.4M 0.01% +20,768 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,812 shares; 2024Q4: 381,677 shares; 2025Q1: 560,248 shares; 2025Q2: 375,703 shares; 2025Q3: 670,322 shares; 2025Q4: 688,356 shares 688,356 $25.4M 0.01% +18,034 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,632 shares; 2024Q4: 482,575 shares; 2025Q1: 454,282 shares; 2025Q2: 496,263 shares; 2025Q3: 356,349 shares; 2025Q4: 470,079 shares 470,079 $25.4M 0.01% +113,730 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: 149,374 shares; 2024Q4: 146,657 shares; 2025Q1: 151,528 shares; 2025Q2: 172,825 shares; 2025Q3: 173,846 shares; 2025Q4: 178,184 shares 178,184 $25.3M 0.01% +4,338 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: 18,313 shares; 2024Q4: 21,495 shares; 2025Q1: 22,549 shares; 2025Q2: 25,823 shares; 2025Q3: 21,728 shares; 2025Q4: 19,042 shares 19,042 $25.3M 0.01% -2,686 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687,195 shares; 2024Q4: 1,681,686 shares; 2025Q1: 1,615,346 shares; 2025Q2: 1,629,051 shares; 2025Q3: 1,727,946 shares; 2025Q4: 1,722,466 shares 1,722,466 $25.3M 0.01% -5,480 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,588 shares; 2024Q4: 421,296 shares; 2025Q1: 422,962 shares; 2025Q2: 486,645 shares; 2025Q3: 655,367 shares; 2025Q4: 590,772 shares 590,772 $25.2M 0.01% -64,595 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,308 shares; 2024Q4: 84,118 shares; 2025Q1: 93,169 shares; 2025Q2: 85,680 shares; 2025Q3: 85,064 shares; 2025Q4: 83,062 shares 83,062 $24.9M 0.01% -2,002 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,255 shares; 2024Q4: 593,176 shares; 2025Q1: 545,511 shares; 2025Q2: 740,513 shares; 2025Q3: 695,853 shares; 2025Q4: 606,354 shares 606,354 $24.9M 0.01% -89,499 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,054 shares; 2024Q4: 45,404 shares; 2025Q1: 47,267 shares; 2025Q2: 45,141 shares; 2025Q3: 50,196 shares; 2025Q4: 43,413 shares 43,413 $24.9M 0.01% -6,783 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,471 shares; 2024Q4: 352,276 shares; 2025Q1: 353,624 shares; 2025Q2: 400,801 shares; 2025Q3: 428,278 shares; 2025Q4: 503,214 shares 503,214 $24.8M 0.01% +74,936 Timeline EXUS NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952,882 shares 952,882 $24.8M 0.01% new 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: 657,843 shares; 2024Q4: 730,544 shares; 2025Q1: 714,313 shares; 2025Q2: 760,362 shares; 2025Q3: 808,199 shares; 2025Q4: 811,188 shares 811,188 $24.8M 0.01% +2,989 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: 63,179 shares; 2024Q4: 79,693 shares; 2025Q1: 106,389 shares; 2025Q2: 129,174 shares; 2025Q3: 136,085 shares; 2025Q4: 135,678 shares 135,678 $24.8M 0.01% -407 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,017 shares; 2024Q4: 575,025 shares; 2025Q1: 706,301 shares; 2025Q2: 621,602 shares; 2025Q3: 723,497 shares; 2025Q4: 726,931 shares 726,931 $24.8M 0.01% +3,434 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,559 shares; 2024Q4: 214,095 shares; 2025Q1: 197,782 shares; 2025Q2: 181,525 shares; 2025Q3: 420,886 shares; 2025Q4: 562,266 shares 562,266 $24.7M 0.01% +141,380 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,732 shares; 2024Q4: 817,924 shares; 2025Q1: 742,105 shares; 2025Q2: 721,517 shares; 2025Q3: 745,055 shares; 2025Q4: 900,180 shares 900,180 $24.7M 0.01% +155,125 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: 17,195 shares; 2024Q4: 123,509 shares; 2025Q1: 309,287 shares; 2025Q2: 474,066 shares; 2025Q3: 887,218 shares; 2025Q4: 944,234 shares 944,234 $24.7M 0.01% +57,016 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,544 shares; 2024Q4: 169,245 shares; 2025Q1: 245,695 shares; 2025Q2: 241,897 shares; 2025Q3: 257,445 shares; 2025Q4: 220,365 shares 220,365 $24.6M 0.01% -37,080 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,933 shares; 2024Q4: 196,092 shares; 2025Q1: 432,758 shares; 2025Q2: 551,242 shares; 2025Q3: 578,753 shares; 2025Q4: 578,196 shares 578,196 $24.6M 0.01% -557 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,213 shares; 2024Q4: 114,824 shares; 2025Q1: 112,874 shares; 2025Q2: 141,213 shares; 2025Q3: 1,552,448 shares; 2025Q4: 1,644,310 shares 1,644,310 $24.6M 0.01% +91,862 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,433 shares; 2024Q4: 347,729 shares; 2025Q1: 366,939 shares; 2025Q2: 412,087 shares; 2025Q3: 871,215 shares; 2025Q4: 862,385 shares 862,385 $24.6M 0.01% -8,830 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: 643,104 shares; 2024Q4: 707,093 shares; 2025Q1: 757,414 shares; 2025Q2: 808,842 shares; 2025Q3: 925,805 shares; 2025Q4: 1,019,626 shares 1,019,626 $24.5M 0.01% +93,821 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,353 shares; 2024Q4: 228,553 shares; 2025Q1: 222,819 shares; 2025Q2: 310,877 shares; 2025Q3: 237,000 shares; 2025Q4: 237,040 shares 237,040 $24.5M 0.01% +40 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: 675,605 shares; 2025Q1: 873,572 shares; 2025Q2: 1,036,549 shares; 2025Q3: 1,015,279 shares; 2025Q4: 835,793 shares 835,793 $24.5M 0.01% -179,486 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,747 shares; 2024Q4: 67,136 shares; 2025Q1: 69,028 shares; 2025Q2: 77,794 shares; 2025Q3: 77,349 shares; 2025Q4: 122,609 shares 122,609 $24.4M 0.01% +45,260 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,727 shares; 2024Q4: 265,427 shares; 2025Q1: 193,250 shares; 2025Q2: 443,049 shares; 2025Q3: 559,519 shares; 2025Q4: 785,991 shares 785,991 $24.4M 0.01% +226,472 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,686 shares; 2024Q4: 452,059 shares; 2025Q1: 537,857 shares; 2025Q2: 499,301 shares; 2025Q3: 542,674 shares; 2025Q4: 514,732 shares 514,732 $24.3M 0.01% -27,942 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,182 shares; 2024Q4: 260,691 shares; 2025Q1: 261,469 shares; 2025Q2: 278,702 shares; 2025Q3: 286,063 shares; 2025Q4: 293,208 shares 293,208 $24.3M 0.01% +7,145 Timeline LONZ 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: 260,850 shares; 2024Q4: 307,479 shares; 2025Q1: 320,076 shares; 2025Q2: 369,245 shares; 2025Q3: 398,964 shares; 2025Q4: 482,616 shares 482,616 $24.3M 0.01% +83,652 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530,330 shares; 2025Q4: 893,721 shares 893,721 $24.3M 0.01% +363,391 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,057 shares; 2024Q4: 76,449 shares; 2025Q1: 85,878 shares; 2025Q2: 89,512 shares; 2025Q3: 100,060 shares; 2025Q4: 113,252 shares 113,252 $24.2M 0.01% +13,192 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,102 shares; 2024Q4: 262,791 shares; 2025Q1: 264,620 shares; 2025Q2: 255,233 shares; 2025Q3: 264,928 shares; 2025Q4: 268,763 shares 268,763 $24.2M 0.01% +3,835 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,372 shares; 2025Q4: 320,344 shares 320,344 $24.2M 0.01% +194,972 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,461 shares; 2024Q4: 196,013 shares; 2025Q1: 231,567 shares; 2025Q2: 213,728 shares; 2025Q3: 247,808 shares; 2025Q4: 232,523 shares 232,523 $24.1M 0.01% -15,285 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,626 shares; 2024Q4: 468,646 shares; 2025Q1: 360,985 shares; 2025Q2: 281,695 shares; 2025Q3: 235,821 shares; 2025Q4: 217,126 shares 217,126 $24.1M 0.01% -18,695 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,990 shares; 2024Q4: 745,474 shares; 2025Q1: 727,729 shares; 2025Q2: 719,112 shares; 2025Q3: 756,171 shares; 2025Q4: 940,345 shares 940,345 $24.1M 0.01% +184,174 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: 70,269 shares; 2024Q4: 83,951 shares; 2025Q1: 98,839 shares; 2025Q2: 232,394 shares; 2025Q3: 245,346 shares; 2025Q4: 130,610 shares 130,610 $24M 0.01% -114,736 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457,194 shares; 2025Q4: 1,018,046 shares 1,018,046 $24M 0.01% +560,852 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,457 shares; 2024Q4: 360,364 shares; 2025Q1: 353,461 shares; 2025Q2: 349,770 shares; 2025Q3: 343,240 shares; 2025Q4: 324,685 shares 324,685 $24M 0.01% -18,555 Timeline FVAL 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: 141,560 shares; 2024Q4: 189,889 shares; 2025Q1: 254,081 shares; 2025Q2: 294,469 shares; 2025Q3: 340,914 shares; 2025Q4: 331,753 shares 331,753 $24M 0.01% -9,161 Timeline ARKG 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: 1,057,275 shares; 2024Q4: 691,258 shares; 2025Q1: 783,702 shares; 2025Q2: 734,235 shares; 2025Q3: 756,694 shares; 2025Q4: 824,961 shares 824,961 $23.9M 0.01% +68,267 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,386 shares; 2024Q4: 158,671 shares; 2025Q1: 160,072 shares; 2025Q2: 172,088 shares; 2025Q3: 199,030 shares; 2025Q4: 266,415 shares 266,415 $23.9M 0.01% +67,385 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,212 shares; 2024Q4: 437,062 shares; 2025Q1: 458,551 shares; 2025Q2: 478,149 shares; 2025Q3: 548,509 shares; 2025Q4: 544,920 shares 544,920 $23.8M 0.01% -3,589 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: 3,536,582 shares; 2024Q4: 3,648,171 shares; 2025Q1: 4,368,444 shares; 2025Q2: 4,536,023 shares; 2025Q3: 4,651,450 shares; 2025Q4: 3,784,833 shares 3,784,833 $23.8M 0.01% -866,617 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,435 shares; 2025Q2: 356,038 shares; 2025Q3: 627,502 shares; 2025Q4: 688,857 shares 688,857 $23.7M 0.01% +61,355 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: 130,182 shares; 2024Q4: 165,917 shares; 2025Q1: 177,276 shares; 2025Q2: 171,459 shares; 2025Q3: 151,269 shares; 2025Q4: 177,804 shares 177,804 $23.6M 0.01% +26,535 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: 175,871 shares; 2024Q4: 184,994 shares; 2025Q1: 185,902 shares; 2025Q2: 209,398 shares; 2025Q3: 219,025 shares; 2025Q4: 219,740 shares 219,740 $23.4M 0.01% +715 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,678 shares; 2024Q4: 223,126 shares; 2025Q1: 217,694 shares; 2025Q2: 221,242 shares; 2025Q3: 224,070 shares; 2025Q4: 217,403 shares 217,403 $23.4M 0.01% -6,667 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,427 shares; 2024Q4: 320,962 shares; 2025Q1: 394,567 shares; 2025Q2: 466,885 shares; 2025Q3: 550,766 shares; 2025Q4: 615,696 shares 615,696 $23.4M 0.01% +64,930 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,304 shares; 2024Q4: 305,025 shares; 2025Q1: 328,203 shares; 2025Q2: 343,667 shares; 2025Q3: 401,062 shares; 2025Q4: 497,109 shares 497,109 $23.4M 0.01% +96,047 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,969 shares; 2024Q4: 409,621 shares; 2025Q1: 408,190 shares; 2025Q2: 436,078 shares; 2025Q3: 387,287 shares; 2025Q4: 524,810 shares 524,810 $23.4M 0.01% +137,523 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,998 shares; 2024Q4: 569,540 shares; 2025Q1: 573,236 shares; 2025Q2: 617,993 shares; 2025Q3: 627,166 shares; 2025Q4: 644,063 shares 644,063 $23.4M 0.01% +16,897 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,379 shares; 2024Q4: 290,887 shares; 2025Q1: 288,852 shares; 2025Q2: 300,655 shares; 2025Q3: 328,460 shares; 2025Q4: 337,119 shares 337,119 $23.4M 0.01% +8,659 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,371 shares; 2024Q4: 297,315 shares; 2025Q1: 347,337 shares; 2025Q2: 289,302 shares; 2025Q3: 302,486 shares; 2025Q4: 293,117 shares 293,117 $23.4M 0.01% -9,369 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,416 shares; 2024Q4: 90,211 shares; 2025Q1: 135,464 shares; 2025Q2: 164,673 shares; 2025Q3: 170,560 shares; 2025Q4: 606,175 shares 606,175 $23.3M 0.01% +435,615 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252,156 shares; 2024Q4: 2,655,983 shares; 2025Q1: 2,750,565 shares; 2025Q2: 2,215,133 shares; 2025Q3: 1,470,511 shares; 2025Q4: 1,216,194 shares 1,216,194 $23.3M 0.01% -254,317 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,567 shares; 2024Q4: 1,261,498 shares; 2025Q1: 188,613 shares; 2025Q2: 183,668 shares; 2025Q3: 207,243 shares; 2025Q4: 246,468 shares 246,468 $23.3M 0.01% +39,225 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,801 shares; 2024Q4: 415,970 shares; 2025Q1: 418,733 shares; 2025Q2: 392,695 shares; 2025Q3: 1,050,607 shares; 2025Q4: 1,042,731 shares 1,042,731 $23.2M 0.01% -7,876 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,452 shares; 2024Q4: 741,330 shares; 2025Q1: 585,096 shares; 2025Q2: 678,670 shares; 2025Q3: 497,745 shares; 2025Q4: 521,133 shares 521,133 $23.2M 0.01% +23,388 Timeline EUFN 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: 209,888 shares; 2024Q4: 206,218 shares; 2025Q1: 416,375 shares; 2025Q2: 617,534 shares; 2025Q3: 733,395 shares; 2025Q4: 624,594 shares 624,594 $23.2M 0.01% -108,801 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,390 shares; 2024Q4: 118,549 shares; 2025Q1: 212,599 shares; 2025Q2: 190,358 shares; 2025Q3: 257,230 shares; 2025Q4: 268,735 shares 268,735 $23.2M 0.01% +11,505 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,660 shares; 2024Q4: 911,027 shares; 2025Q1: 1,059,785 shares; 2025Q2: 1,078,841 shares; 2025Q3: 1,116,718 shares; 2025Q4: 1,205,773 shares 1,205,773 $23.2M 0.01% +89,055 Timeline KCE 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: 128,812 shares; 2024Q4: 179,789 shares; 2025Q1: 151,141 shares; 2025Q2: 131,811 shares; 2025Q3: 207,223 shares; 2025Q4: 154,302 shares 154,302 $23.1M 0.01% -52,921 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,277 shares; 2024Q4: 295,464 shares; 2025Q1: 323,295 shares; 2025Q2: 512,029 shares; 2025Q3: 380,815 shares; 2025Q4: 431,489 shares 431,489 $23.1M 0.01% +50,674 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,883,312 shares; 2025Q1: 1,869,449 shares; 2025Q2: 1,572,352 shares; 2025Q3: 1,566,207 shares; 2025Q4: 802,159 shares 802,159 $23.1M 0.01% -764,048 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,585 shares; 2024Q4: 32,757 shares; 2025Q1: 51,213 shares; 2025Q2: 71,412 shares; 2025Q3: 106,938 shares; 2025Q4: 132,784 shares 132,784 $23.1M 0.01% +25,846 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,553 shares; 2024Q4: 273,334 shares; 2025Q1: 301,351 shares; 2025Q2: 399,622 shares; 2025Q3: 423,200 shares; 2025Q4: 478,820 shares 478,820 $23.1M 0.01% +55,620 Timeline NUMV 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: 372,200 shares; 2024Q4: 382,286 shares; 2025Q1: 531,453 shares; 2025Q2: 547,029 shares; 2025Q3: 578,960 shares; 2025Q4: 589,741 shares 589,741 $23.1M 0.01% +10,781 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714,744 shares; 2024Q4: 757,180 shares; 2025Q1: 807,262 shares; 2025Q2: 894,597 shares; 2025Q3: 1,037,725 shares; 2025Q4: 1,119,453 shares 1,119,453 $23M 0.01% +81,728 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,117 shares; 2024Q4: 276,294 shares; 2025Q1: 418,732 shares; 2025Q2: 297,087 shares; 2025Q3: 357,334 shares; 2025Q4: 402,817 shares 402,817 $23M 0.01% +45,483 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,689 shares; 2024Q4: 574,027 shares; 2025Q1: 594,133 shares; 2025Q2: 443,192 shares; 2025Q3: 471,516 shares; 2025Q4: 556,691 shares 556,691 $22.9M 0.01% +85,175 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,124 shares; 2024Q4: 322,428 shares; 2025Q1: 316,142 shares; 2025Q2: 409,246 shares; 2025Q3: 392,264 shares; 2025Q4: 381,914 shares 381,914 $22.9M 0.01% -10,350 Timeline GVI 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: 153,497 shares; 2024Q4: 210,359 shares; 2025Q1: 227,732 shares; 2025Q2: 188,925 shares; 2025Q3: 212,109 shares; 2025Q4: 213,481 shares 213,481 $22.9M 0.01% +1,372 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: 33,001 shares; 2024Q4: 40,748 shares; 2025Q1: 45,878 shares; 2025Q2: 59,634 shares; 2025Q3: 95,581 shares; 2025Q4: 100,489 shares 100,489 $22.9M 0.01% +4,908 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,197 shares; 2024Q4: 285,770 shares; 2025Q1: 291,198 shares; 2025Q2: 346,551 shares; 2025Q3: 370,127 shares; 2025Q4: 501,731 shares 501,731 $22.9M 0.01% +131,604 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: 125,883 shares; 2024Q4: 135,849 shares; 2025Q1: 148,380 shares; 2025Q2: 121,167 shares; 2025Q3: 117,962 shares; 2025Q4: 159,577 shares 159,577 $22.9M 0.01% +41,615 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,839 shares; 2024Q4: 116,305 shares; 2025Q1: 121,725 shares; 2025Q2: 112,143 shares; 2025Q3: 110,185 shares; 2025Q4: 111,456 shares 111,456 $22.9M 0.01% +1,271 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,594 shares; 2024Q4: 208,692 shares; 2025Q1: 233,490 shares; 2025Q2: 441,218 shares; 2025Q3: 627,169 shares; 2025Q4: 733,741 shares 733,741 $22.9M 0.01% +106,572 Timeline JFLX 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: 447,127 shares; 2025Q4: 453,245 shares 453,245 $22.8M 0.01% +6,118 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775,187 shares; 2024Q4: 2,735,715 shares; 2025Q1: 2,739,593 shares; 2025Q2: 2,792,247 shares; 2025Q3: 3,149,240 shares; 2025Q4: 2,903,381 shares 2,903,381 $22.7M 0.01% -245,859 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,886 shares; 2024Q4: 839,852 shares; 2025Q1: 997,590 shares; 2025Q2: 1,005,342 shares; 2025Q3: 1,053,569 shares; 2025Q4: 1,141,886 shares 1,141,886 $22.7M 0.01% +88,317 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,079 shares; 2024Q4: 131,200 shares; 2025Q1: 164,067 shares; 2025Q2: 151,420 shares; 2025Q3: 144,649 shares; 2025Q4: 226,827 shares 226,827 $22.7M 0.01% +82,178 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,934 shares; 2024Q4: 53,367 shares; 2025Q1: 241,536 shares; 2025Q2: 457,700 shares; 2025Q3: 324,857 shares; 2025Q4: 224,640 shares 224,640 $22.6M 0.01% -100,217 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,339 shares; 2024Q4: 297,229 shares; 2025Q1: 301,684 shares; 2025Q2: 347,417 shares; 2025Q3: 292,601 shares; 2025Q4: 291,867 shares 291,867 $22.6M 0.01% -734 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,100 shares; 2025Q1: 467,052 shares; 2025Q2: 575,744 shares; 2025Q3: 852,142 shares; 2025Q4: 1,073,606 shares 1,073,606 $22.6M 0.01% +221,464 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,450 shares; 2024Q4: 287,571 shares; 2025Q1: 300,584 shares; 2025Q2: 342,190 shares; 2025Q3: 220,686 shares; 2025Q4: 219,062 shares 219,062 $22.5M 0.01% -1,624 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,285 shares; 2024Q4: 337,343 shares; 2025Q1: 494,988 shares; 2025Q2: 577,051 shares; 2025Q3: 795,974 shares; 2025Q4: 792,466 shares 792,466 $22.5M 0.01% -3,508 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,965 shares; 2024Q4: 642,481 shares; 2025Q1: 608,107 shares; 2025Q2: 592,163 shares; 2025Q3: 573,542 shares; 2025Q4: 473,817 shares 473,817 $22.5M 0.01% -99,725 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347,462 shares; 2025Q4: 889,125 shares 889,125 $22.5M 0.01% +541,663 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: 43,469 shares; 2024Q4: 48,590 shares; 2025Q1: 68,999 shares; 2025Q2: 119,448 shares; 2025Q3: 94,924 shares; 2025Q4: 90,100 shares 90,100 $22.5M 0.01% -4,824 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,290 shares; 2024Q4: 117,075 shares; 2025Q1: 130,074 shares; 2025Q2: 138,611 shares; 2025Q3: 127,155 shares; 2025Q4: 335,139 shares 335,139 $22.4M 0.01% +207,984 Timeline ONOF 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: 112,508 shares; 2024Q4: 111,532 shares; 2025Q1: 523,149 shares; 2025Q2: 529,985 shares; 2025Q3: 547,398 shares; 2025Q4: 594,085 shares 594,085 $22.4M 0.01% +46,687 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: 219,173 shares; 2024Q4: 178,069 shares; 2025Q1: 121,311 shares; 2025Q2: 167,269 shares; 2025Q3: 216,942 shares; 2025Q4: 257,073 shares 257,073 $22.3M 0.01% +40,131 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,951 shares; 2024Q4: 376,691 shares; 2025Q1: 413,564 shares; 2025Q2: 416,949 shares; 2025Q3: 536,168 shares; 2025Q4: 367,844 shares 367,844 $22.3M 0.01% -168,324 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,358 shares; 2024Q4: 140,043 shares; 2025Q1: 156,049 shares; 2025Q2: 139,715 shares; 2025Q3: 161,332 shares; 2025Q4: 217,429 shares 217,429 $22.2M 0.01% +56,097 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,445 shares; 2024Q4: 72,954 shares; 2025Q1: 71,299 shares; 2025Q2: 66,753 shares; 2025Q3: 57,634 shares; 2025Q4: 77,735 shares 77,735 $22.1M 0.01% +20,101 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,011 shares; 2024Q4: 217,848 shares; 2025Q1: 281,572 shares; 2025Q2: 275,626 shares; 2025Q3: 261,781 shares; 2025Q4: 277,444 shares 277,444 $22.1M 0.01% +15,663 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647,478 shares; 2024Q4: 679,644 shares; 2025Q1: 680,781 shares; 2025Q2: 646,000 shares; 2025Q3: 679,244 shares; 2025Q4: 520,174 shares 520,174 $22.1M 0.01% -159,070 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,275 shares; 2024Q4: 316,375 shares; 2025Q1: 319,064 shares; 2025Q2: 333,287 shares; 2025Q3: 349,598 shares; 2025Q4: 361,560 shares 361,560 $22.1M 0.01% +11,962 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,603 shares; 2024Q4: 133,148 shares; 2025Q1: 142,719 shares; 2025Q2: 123,827 shares; 2025Q3: 99,664 shares; 2025Q4: 118,013 shares 118,013 $22.1M 0.01% +18,349 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: 62,061 shares; 2024Q4: 61,575 shares; 2025Q1: 63,434 shares; 2025Q2: 79,197 shares; 2025Q3: 52,398 shares; 2025Q4: 49,406 shares 49,406 $22M 0.01% -2,992 FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,886 shares; 2024Q4: 1,014,921 shares; 2025Q1: 993,415 shares; 2025Q2: 867,229 shares; 2025Q3: 676,283 shares; 2025Q4: 638,991 shares 638,991 $22M 0.01% -37,292 Timeline NUMG 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: 420,335 shares; 2024Q4: 429,857 shares; 2025Q1: 430,904 shares; 2025Q2: 472,802 shares; 2025Q3: 569,110 shares; 2025Q4: 458,819 shares 458,819 $21.9M 0.01% -110,291 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,052 shares; 2024Q4: 93,019 shares; 2025Q1: 76,143 shares; 2025Q2: 88,552 shares; 2025Q3: 446,179 shares; 2025Q4: 487,049 shares 487,049 $21.9M 0.01% +40,870 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961,309 shares; 2024Q4: 974,442 shares; 2025Q1: 958,620 shares; 2025Q2: 1,101,222 shares; 2025Q3: 1,106,861 shares; 2025Q4: 1,101,072 shares 1,101,072 $21.9M 0.01% -5,789 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: 69,137 shares; 2024Q4: 72,743 shares; 2025Q1: 80,375 shares; 2025Q2: 106,913 shares; 2025Q3: 106,043 shares; 2025Q4: 97,023 shares 97,023 $21.8M 0.01% -9,020 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,537 shares; 2024Q4: 501,794 shares; 2025Q1: 755,770 shares; 2025Q2: 819,711 shares; 2025Q3: 850,331 shares; 2025Q4: 568,673 shares 568,673 $21.8M 0.01% -281,658 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,560 shares; 2024Q4: 624,315 shares; 2025Q1: 484,603 shares; 2025Q2: 397,237 shares; 2025Q3: 393,708 shares; 2025Q4: 361,980 shares 361,980 $21.8M 0.01% -31,728 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,006 shares; 2024Q4: 785,504 shares; 2025Q1: 628,154 shares; 2025Q2: 645,170 shares; 2025Q3: 636,557 shares; 2025Q4: 528,207 shares 528,207 $21.8M 0.01% -108,350 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,031 shares; 2024Q4: 210,063 shares; 2025Q1: 235,941 shares; 2025Q2: 228,387 shares; 2025Q3: 218,676 shares; 2025Q4: 249,215 shares 249,215 $21.8M 0.01% +30,539 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: 93,031 shares; 2024Q4: 174,212 shares; 2025Q1: 190,194 shares; 2025Q2: 228,569 shares; 2025Q3: 670,620 shares; 2025Q4: 918,580 shares 918,580 $21.7M 0.01% +247,960 Timeline EFIV 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: 281,822 shares; 2024Q4: 358,456 shares; 2025Q1: 357,055 shares; 2025Q2: 317,842 shares; 2025Q3: 323,738 shares; 2025Q4: 328,045 shares 328,045 $21.7M 0.01% +4,307 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,034 shares; 2024Q4: 49,566 shares; 2025Q1: 39,957 shares; 2025Q2: 47,026 shares; 2025Q3: 31,326 shares; 2025Q4: 58,853 shares 58,853 $21.7M 0.01% +27,527 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,704 shares; 2024Q4: 158,107 shares; 2025Q1: 181,137 shares; 2025Q2: 227,106 shares; 2025Q3: 299,961 shares; 2025Q4: 422,560 shares 422,560 $21.7M 0.01% +122,599 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,837 shares; 2024Q4: 102,860 shares; 2025Q1: 92,560 shares; 2025Q2: 80,304 shares; 2025Q3: 85,784 shares; 2025Q4: 169,208 shares 169,208 $21.6M 0.01% +83,424 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,082 shares; 2024Q4: 169,293 shares; 2025Q1: 188,665 shares; 2025Q2: 201,434 shares; 2025Q3: 102,401 shares; 2025Q4: 100,679 shares 100,679 $21.6M 0.01% -1,722 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: 124,460 shares; 2024Q4: 136,858 shares; 2025Q1: 130,946 shares; 2025Q2: 132,212 shares; 2025Q3: 151,832 shares; 2025Q4: 156,570 shares 156,570 $21.6M 0.01% +4,738 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 16,317 shares; 2025Q1: 20,880 shares; 2025Q2: 22,054 shares; 2025Q3: 25,770 shares; 2025Q4: 25,656 shares 25,656 $21.6M 0.01% -114 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,099 shares; 2024Q4: 316,549 shares; 2025Q1: 309,419 shares; 2025Q2: 297,938 shares; 2025Q3: 311,644 shares; 2025Q4: 314,915 shares 314,915 $21.6M 0.01% +3,271 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,896 shares; 2024Q4: 376,864 shares; 2025Q1: 386,356 shares; 2025Q2: 372,601 shares; 2025Q3: 369,687 shares; 2025Q4: 380,323 shares 380,323 $21.5M 0.01% +10,636 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219,211 shares; 2025Q2: 301,743 shares; 2025Q3: 510,961 shares; 2025Q4: 688,738 shares 688,738 $21.5M 0.01% +177,777 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,800 shares; 2024Q4: 105,926 shares; 2025Q1: 110,538 shares; 2025Q2: 149,780 shares; 2025Q3: 150,635 shares; 2025Q4: 162,247 shares 162,247 $21.5M 0.01% +11,612 Timeline BYLD 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: 730,761 shares; 2024Q4: 685,700 shares; 2025Q1: 803,053 shares; 2025Q2: 838,197 shares; 2025Q3: 848,057 shares; 2025Q4: 943,594 shares 943,594 $21.5M 0.01% +95,537 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,803 shares; 2024Q4: 174,960 shares; 2025Q1: 183,631 shares; 2025Q2: 233,069 shares; 2025Q3: 266,959 shares; 2025Q4: 347,319 shares 347,319 $21.2M 0.01% +80,360 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: 118,139 shares; 2024Q4: 130,437 shares; 2025Q1: 130,249 shares; 2025Q2: 165,455 shares; 2025Q3: 163,189 shares; 2025Q4: 195,263 shares 195,263 $21.2M 0.01% +32,074 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 12,017 shares; 2025Q1: 16,655 shares; 2025Q2: 19,810 shares; 2025Q3: 19,797 shares; 2025Q4: 39,537 shares 39,537 $21.1M 0.01% +19,740 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,425 shares; 2024Q4: 299,165 shares; 2025Q1: 307,368 shares; 2025Q2: 341,799 shares; 2025Q3: 382,319 shares; 2025Q4: 348,375 shares 348,375 $21M 0.01% -33,944 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,200 shares; 2024Q4: 335,549 shares; 2025Q1: 351,888 shares; 2025Q2: 331,011 shares; 2025Q3: 255,280 shares; 2025Q4: 298,409 shares 298,409 $20.9M 0.01% +43,129 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: 215,360 shares; 2024Q4: 148,769 shares; 2025Q1: 145,176 shares; 2025Q2: 179,848 shares; 2025Q3: 197,782 shares; 2025Q4: 222,059 shares 222,059 $20.9M 0.01% +24,277 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,941 shares; 2024Q4: 590,977 shares; 2025Q1: 628,337 shares; 2025Q2: 674,883 shares; 2025Q3: 758,255 shares; 2025Q4: 854,869 shares 854,869 $20.8M 0.01% +96,614 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,138 shares; 2024Q4: 36,199 shares; 2025Q1: 175,596 shares; 2025Q2: 243,507 shares; 2025Q3: 597,067 shares; 2025Q4: 1,077,983 shares 1,077,983 $20.8M 0.01% +480,916 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,706 shares; 2024Q4: 351,461 shares; 2025Q1: 510,732 shares; 2025Q2: 735,685 shares; 2025Q3: 835,685 shares; 2025Q4: 935,025 shares 935,025 $20.8M 0.01% +99,340 Timeline BBIN 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: 404,573 shares; 2024Q4: 405,810 shares; 2025Q1: 630,152 shares; 2025Q2: 878,925 shares; 2025Q3: 274,479 shares; 2025Q4: 286,713 shares 286,713 $20.7M 0.01% +12,234 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: 17,051 shares; 2024Q4: 17,960 shares; 2025Q1: 18,374 shares; 2025Q2: 16,469 shares; 2025Q3: 26,357 shares; 2025Q4: 36,837 shares 36,837 $20.7M 0.01% +10,480 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,792 shares; 2024Q4: 72,135 shares; 2025Q1: 73,040 shares; 2025Q2: 74,527 shares; 2025Q3: 93,141 shares; 2025Q4: 95,300 shares 95,300 $20.7M 0.01% +2,159 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: 34,092 shares; 2024Q4: 37,518 shares; 2025Q1: 44,127 shares; 2025Q2: 55,984 shares; 2025Q3: 82,851 shares; 2025Q4: 98,708 shares 98,708 $20.6M 0.01% +15,857 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,862 shares; 2024Q4: 441,129 shares; 2025Q1: 336,208 shares; 2025Q2: 425,982 shares; 2025Q3: 594,206 shares; 2025Q4: 607,814 shares 607,814 $20.6M 0.01% +13,608 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,343 shares; 2024Q4: 196,023 shares; 2025Q1: 202,975 shares; 2025Q2: 200,169 shares; 2025Q3: 247,651 shares; 2025Q4: 265,355 shares 265,355 $20.5M 0.01% +17,704 Timeline PBTP 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: 627,131 shares; 2024Q4: 562,281 shares; 2025Q1: 507,208 shares; 2025Q2: 659,540 shares; 2025Q3: 787,574 shares; 2025Q4: 792,145 shares 792,145 $20.5M 0.01% +4,571 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,612 shares; 2024Q4: 73,688 shares; 2025Q1: 204,474 shares; 2025Q2: 259,336 shares; 2025Q3: 299,873 shares; 2025Q4: 418,164 shares 418,164 $20.5M 0.01% +118,291 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259,300 shares; 2024Q4: 1,790,772 shares; 2025Q1: 1,549,270 shares; 2025Q2: 1,366,928 shares; 2025Q3: 1,395,225 shares; 2025Q4: 1,245,990 shares 1,245,990 $20.5M 0.01% -149,235 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,630 shares; 2024Q4: 121,483 shares; 2025Q1: 99,895 shares; 2025Q2: 79,343 shares; 2025Q3: 334,885 shares; 2025Q4: 323,534 shares 323,534 $20.5M 0.01% -11,351 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,033 shares; 2024Q4: 788,158 shares; 2025Q1: 426,268 shares; 2025Q2: 456,357 shares; 2025Q3: 480,506 shares; 2025Q4: 488,334 shares 488,334 $20.5M 0.01% +7,828 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,886 shares; 2024Q4: 116,679 shares; 2025Q1: 121,147 shares; 2025Q2: 122,703 shares; 2025Q3: 123,493 shares; 2025Q4: 150,503 shares 150,503 $20.5M 0.01% +27,010 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,542 shares; 2024Q4: 532,367 shares; 2025Q1: 567,693 shares; 2025Q2: 608,196 shares; 2025Q3: 597,756 shares; 2025Q4: 653,944 shares 653,944 $20.5M 0.01% +56,188 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: 334,427 shares; 2024Q4: 713,726 shares; 2025Q1: 789,319 shares; 2025Q2: 774,486 shares; 2025Q3: 881,139 shares; 2025Q4: 826,014 shares 826,014 $20.5M 0.01% -55,125 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: 36,862 shares; 2024Q4: 43,792 shares; 2025Q1: 44,222 shares; 2025Q2: 52,028 shares; 2025Q3: 56,818 shares; 2025Q4: 55,255 shares 55,255 $20.4M 0.01% -1,563 Timeline IBHG 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: 311,589 shares; 2024Q4: 215,491 shares; 2025Q1: 280,538 shares; 2025Q2: 406,036 shares; 2025Q3: 687,709 shares; 2025Q4: 913,788 shares 913,788 $20.4M 0.01% +226,079 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,088 shares; 2025Q2: 211,576 shares; 2025Q3: 248,912 shares; 2025Q4: 258,356 shares 258,356 $20.3M 0.01% +9,444 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,456 shares; 2024Q4: 65,757 shares; 2025Q1: 73,796 shares; 2025Q2: 90,461 shares; 2025Q3: 76,628 shares; 2025Q4: 73,841 shares 73,841 $20.3M 0.01% -2,787 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,922 shares; 2024Q4: 88,960 shares; 2025Q1: 110,986 shares; 2025Q2: 101,848 shares; 2025Q3: 126,407 shares; 2025Q4: 125,108 shares 125,108 $20.2M 0.01% -1,299 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,062 shares; 2024Q4: 339,924 shares; 2025Q1: 441,984 shares; 2025Q2: 459,664 shares; 2025Q3: 437,070 shares; 2025Q4: 582,791 shares 582,791 $20.2M 0.01% +145,721 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,249 shares; 2024Q4: 389,245 shares; 2025Q1: 409,344 shares; 2025Q2: 371,292 shares; 2025Q3: 418,089 shares; 2025Q4: 447,354 shares 447,354 $20.2M 0.01% +29,265 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,470 shares; 2024Q4: 375,531 shares; 2025Q1: 346,882 shares; 2025Q2: 357,348 shares; 2025Q3: 359,803 shares; 2025Q4: 325,092 shares 325,092 $20.1M 0.01% -34,711 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,761 shares; 2024Q4: 84,159 shares; 2025Q1: 95,038 shares; 2025Q2: 97,874 shares; 2025Q3: 105,248 shares; 2025Q4: 115,453 shares 115,453 $20.1M 0.01% +10,205 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,060 shares; 2024Q4: 163,859 shares; 2025Q1: 340,928 shares; 2025Q2: 729,400 shares; 2025Q3: 500,360 shares; 2025Q4: 632,656 shares 632,656 $20.1M 0.01% +132,296 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 46,426 shares; 2025Q1: 49,264 shares; 2025Q2: 54,676 shares; 2025Q3: 49,409 shares; 2025Q4: 51,611 shares 51,611 $20.1M 0.01% +2,202 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565,716 shares; 2025Q3: 646,167 shares; 2025Q4: 677,110 shares 677,110 $20M 0.01% +30,943 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,537 shares; 2024Q4: 148,743 shares; 2025Q1: 166,437 shares; 2025Q2: 180,757 shares; 2025Q3: 289,053 shares; 2025Q4: 293,893 shares 293,893 $19.9M 0.01% +4,840 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,461 shares; 2024Q4: 261,680 shares; 2025Q1: 324,351 shares; 2025Q2: 304,783 shares; 2025Q3: 217,009 shares; 2025Q4: 233,835 shares 233,835 $19.9M 0.01% +16,826 Timeline PNQI 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: 418,591 shares; 2024Q4: 452,221 shares; 2025Q1: 464,465 shares; 2025Q2: 415,174 shares; 2025Q3: 394,532 shares; 2025Q4: 369,489 shares 369,489 $19.9M 0.01% -25,043 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,224 shares; 2024Q4: 225,236 shares; 2025Q1: 244,171 shares; 2025Q2: 255,218 shares; 2025Q3: 270,625 shares; 2025Q4: 434,132 shares 434,132 $19.9M 0.01% +163,507 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: 235,978 shares; 2024Q4: 203,466 shares; 2025Q1: 209,909 shares; 2025Q2: 190,876 shares; 2025Q3: 170,578 shares; 2025Q4: 157,671 shares 157,671 $19.9M 0.01% -12,907 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,005 shares; 2024Q4: 80,999 shares; 2025Q1: 92,115 shares; 2025Q2: 171,599 shares; 2025Q3: 234,079 shares; 2025Q4: 191,688 shares 191,688 $19.9M 0.01% -42,391 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: 91,367 shares; 2024Q4: 87,599 shares; 2025Q1: 122,437 shares; 2025Q2: 133,636 shares; 2025Q3: 97,792 shares; 2025Q4: 102,454 shares 102,454 $19.8M 0.01% +4,662 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,667 shares; 2024Q4: 136,050 shares; 2025Q1: 278,579 shares; 2025Q2: 275,179 shares; 2025Q3: 296,470 shares; 2025Q4: 302,717 shares 302,717 $19.7M 0.01% +6,247 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,556 shares; 2024Q4: 550,826 shares; 2025Q1: 531,858 shares; 2025Q2: 682,961 shares; 2025Q3: 863,051 shares; 2025Q4: 842,638 shares 842,638 $19.7M 0.01% -20,413 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885,141 shares; 2024Q4: 906,273 shares; 2025Q1: 2,144,278 shares; 2025Q2: 2,193,740 shares; 2025Q3: 2,235,768 shares; 2025Q4: 2,232,032 shares 2,232,032 $19.7M 0.01% -3,736 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: 215,822 shares; 2024Q4: 216,823 shares; 2025Q1: 222,706 shares; 2025Q2: 301,171 shares; 2025Q3: 340,342 shares; 2025Q4: 295,889 shares 295,889 $19.7M 0.01% -44,453 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: 106,926 shares; 2024Q4: 129,003 shares; 2025Q1: 129,822 shares; 2025Q2: 151,785 shares; 2025Q3: 136,009 shares; 2025Q4: 94,595 shares 94,595 $19.7M 0.01% -41,414 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,508 shares; 2024Q4: 53,675 shares; 2025Q1: 50,404 shares; 2025Q2: 79,837 shares; 2025Q3: 79,287 shares; 2025Q4: 75,209 shares 75,209 $19.6M 0.01% -4,078 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,571 shares; 2024Q4: 356,703 shares; 2025Q1: 382,133 shares; 2025Q2: 397,803 shares; 2025Q3: 511,042 shares; 2025Q4: 674,173 shares 674,173 $19.6M 0.01% +163,131 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,280 shares; 2024Q4: 78,920 shares; 2025Q1: 122,467 shares; 2025Q2: 128,627 shares; 2025Q3: 105,913 shares; 2025Q4: 91,847 shares 91,847 $19.6M 0.01% -14,066 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: 39,375 shares; 2024Q4: 38,662 shares; 2025Q1: 49,876 shares; 2025Q2: 52,275 shares; 2025Q3: 46,062 shares; 2025Q4: 47,033 shares 47,033 $19.6M 0.01% +971 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,161 shares; 2025Q2: 463,283 shares; 2025Q3: 622,031 shares; 2025Q4: 768,299 shares 768,299 $19.5M 0.01% +146,268 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: 215,654 shares; 2024Q4: 216,106 shares; 2025Q1: 213,918 shares; 2025Q2: 196,086 shares; 2025Q3: 207,318 shares; 2025Q4: 190,432 shares 190,432 $19.5M 0.01% -16,886 Timeline IYC 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: 133,071 shares; 2024Q4: 167,941 shares; 2025Q1: 185,145 shares; 2025Q2: 215,011 shares; 2025Q3: 160,508 shares; 2025Q4: 187,398 shares 187,398 $19.3M 0.01% +26,890 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,364 shares; 2024Q4: 59,860 shares; 2025Q1: 110,852 shares; 2025Q2: 196,221 shares; 2025Q3: 287,568 shares; 2025Q4: 390,292 shares 390,292 $19.3M 0.01% +102,724 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,869 shares; 2024Q4: 81,602 shares; 2025Q1: 109,462 shares; 2025Q2: 124,777 shares; 2025Q3: 142,355 shares; 2025Q4: 161,318 shares 161,318 $19.3M 0.01% +18,963 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,122 shares; 2024Q4: 165,957 shares; 2025Q1: 174,336 shares; 2025Q2: 183,720 shares; 2025Q3: 238,570 shares; 2025Q4: 246,029 shares 246,029 $19.3M 0.01% +7,459 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,120 shares; 2024Q4: 542,005 shares; 2025Q1: 464,596 shares; 2025Q2: 505,177 shares; 2025Q3: 633,781 shares; 2025Q4: 302,776 shares 302,776 $19.3M 0.01% -331,005 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: 235,162 shares; 2025Q4: 551,922 shares 551,922 $19.3M 0.01% +316,760 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: 101,897 shares; 2024Q4: 132,117 shares; 2025Q1: 111,798 shares; 2025Q2: 183,298 shares; 2025Q3: 265,440 shares; 2025Q4: 253,478 shares 253,478 $19.2M 0.01% -11,962 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,360 shares; 2024Q4: 371,209 shares; 2025Q1: 380,837 shares; 2025Q2: 421,866 shares; 2025Q3: 493,838 shares; 2025Q4: 499,202 shares 499,202 $19.2M 0.01% +5,364 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,617 shares; 2024Q4: 751,486 shares; 2025Q1: 824,361 shares; 2025Q2: 717,169 shares; 2025Q3: 787,171 shares; 2025Q4: 697,957 shares 697,957 $19.2M 0.01% -89,214 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,188 shares; 2024Q4: 608,684 shares; 2025Q1: 612,403 shares; 2025Q2: 795,289 shares; 2025Q3: 851,307 shares; 2025Q4: 973,718 shares 973,718 $19.2M 0.01% +122,411 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,736 shares; 2024Q4: 305,118 shares; 2025Q1: 325,696 shares; 2025Q2: 333,691 shares; 2025Q3: 366,341 shares; 2025Q4: 396,816 shares 396,816 $19.2M 0.01% +30,475 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,926 shares; 2024Q4: 726,056 shares; 2025Q1: 784,543 shares; 2025Q2: 906,067 shares; 2025Q3: 950,503 shares; 2025Q4: 1,001,051 shares 1,001,051 $19.2M 0.01% +50,548 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,389 shares; 2024Q4: 317,891 shares; 2025Q1: 471,712 shares; 2025Q2: 749,713 shares; 2025Q3: 823,671 shares; 2025Q4: 1,094,448 shares 1,094,448 $19.2M 0.01% +270,777 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,391 shares; 2024Q4: 184,133 shares; 2025Q1: 213,594 shares; 2025Q2: 259,443 shares; 2025Q3: 254,285 shares; 2025Q4: 228,393 shares 228,393 $19.2M 0.01% -25,892 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,038 shares; 2024Q4: 579,202 shares; 2025Q1: 873,618 shares; 2025Q2: 1,051,216 shares; 2025Q3: 1,075,778 shares; 2025Q4: 726,603 shares 726,603 $19.1M 0.01% -349,175 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,567 shares; 2024Q4: 361,796 shares; 2025Q1: 505,230 shares; 2025Q2: 544,355 shares; 2025Q3: 608,093 shares; 2025Q4: 852,664 shares 852,664 $19.1M 0.01% +244,571 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,077 shares; 2024Q4: 720,113 shares; 2025Q1: 619,408 shares; 2025Q2: 571,499 shares; 2025Q3: 609,296 shares; 2025Q4: 696,058 shares 696,058 $19M 0.01% +86,762 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,559 shares; 2024Q4: 649,788 shares; 2025Q1: 1,132,140 shares; 2025Q2: 1,174,809 shares; 2025Q3: 1,188,282 shares; 2025Q4: 1,237,972 shares 1,237,972 $19M 0.01% +49,690 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,109 shares; 2024Q4: 205,681 shares; 2025Q1: 840,059 shares; 2025Q2: 346,640 shares; 2025Q3: 354,443 shares; 2025Q4: 363,730 shares 363,730 $19M 0.01% +9,287 Timeline LOWV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,297 shares; 2025Q1: 118,153 shares; 2025Q2: 133,191 shares; 2025Q3: 228,577 shares; 2025Q4: 241,677 shares 241,677 $18.9M 0.01% +13,100 Timeline IBDV 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: 262,042 shares; 2024Q4: 346,148 shares; 2025Q1: 428,769 shares; 2025Q2: 471,593 shares; 2025Q3: 511,031 shares; 2025Q4: 857,484 shares 857,484 $18.9M 0.01% +346,453 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,837 shares; 2024Q4: 431,528 shares; 2025Q1: 452,110 shares; 2025Q2: 459,221 shares; 2025Q3: 453,883 shares; 2025Q4: 491,090 shares 491,090 $18.9M 0.01% +37,207 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,463 shares; 2024Q4: 362,195 shares; 2025Q1: 387,492 shares; 2025Q2: 384,541 shares; 2025Q3: 400,284 shares; 2025Q4: 410,827 shares 410,827 $18.9M 0.01% +10,543 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,781 shares; 2025Q2: 102,594 shares; 2025Q3: 183,753 shares; 2025Q4: 387,937 shares 387,937 $18.9M 0.01% +204,184 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,995 shares; 2024Q4: 106,562 shares; 2025Q1: 111,571 shares; 2025Q2: 117,989 shares; 2025Q3: 126,833 shares; 2025Q4: 117,082 shares 117,082 $18.7M 0.01% -9,751 Timeline SSUS 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: 444,353 shares; 2024Q4: 457,297 shares; 2025Q1: 477,593 shares; 2025Q2: 393,230 shares; 2025Q3: 387,842 shares; 2025Q4: 383,269 shares 383,269 $18.7M 0.01% -4,573 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414,231 shares; 2024Q4: 1,549,007 shares; 2025Q1: 1,372,645 shares; 2025Q2: 1,404,112 shares; 2025Q3: 1,433,535 shares; 2025Q4: 719,081 shares 719,081 $18.7M 0.01% -714,454 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: 5,711 shares; 2024Q4: 6,164 shares; 2025Q1: 6,656 shares; 2025Q2: 7,159 shares; 2025Q3: 8,208 shares; 2025Q4: 8,671 shares 8,671 $18.6M 0.01% +463 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: 211,492 shares; 2024Q4: 383,758 shares; 2025Q1: 245,307 shares; 2025Q2: 315,395 shares; 2025Q3: 679,054 shares; 2025Q4: 658,987 shares 658,987 $18.6M 0.01% -20,067 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: 1,052,209 shares; 2024Q4: 1,252,972 shares; 2025Q1: 1,346,805 shares; 2025Q2: 1,741,971 shares; 2025Q3: 2,039,358 shares; 2025Q4: 1,858,843 shares 1,858,843 $18.5M 0.01% -180,515 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: 91,166 shares; 2024Q4: 115,751 shares; 2025Q1: 123,407 shares; 2025Q2: 125,888 shares; 2025Q3: 141,328 shares; 2025Q4: 143,103 shares 143,103 $18.5M 0.01% +1,775 Timeline IFLN 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: 751,157 shares; 2024Q4: 786,369 shares; 2025Q1: 845,119 shares; 2025Q2: 924,756 shares; 2025Q3: 940,570 shares; 2025Q4: 991,421 shares 991,421 $18.4M 0.01% +50,851 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401,279 shares; 2025Q4: 728,821 shares 728,821 $18.4M 0.01% +327,542 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,778 shares; 2024Q4: 430,903 shares; 2025Q1: 448,283 shares; 2025Q2: 473,552 shares; 2025Q3: 320,428 shares; 2025Q4: 335,030 shares 335,030 $18.4M 0.01% +14,602 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,881 shares; 2024Q4: 352,851 shares; 2025Q1: 333,636 shares; 2025Q2: 315,851 shares; 2025Q3: 312,590 shares; 2025Q4: 318,988 shares 318,988 $18.3M 0.01% +6,398 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,054 shares; 2024Q4: 504,107 shares; 2025Q1: 558,983 shares; 2025Q2: 592,130 shares; 2025Q3: 594,683 shares; 2025Q4: 582,747 shares 582,747 $18.3M 0.01% -11,936 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787,425 shares; 2024Q4: 848,753 shares; 2025Q1: 921,117 shares; 2025Q2: 945,950 shares; 2025Q3: 983,282 shares; 2025Q4: 1,047,952 shares 1,047,952 $18.3M 0.01% +64,670 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: 3,415,069 shares; 2024Q4: 3,421,081 shares; 2025Q1: 2,378,176 shares; 2025Q2: 1,898,223 shares; 2025Q3: 2,235,019 shares; 2025Q4: 2,252,995 shares 2,252,995 $18.3M <0.01% +17,976 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,886 shares; 2024Q4: 52,785 shares; 2025Q1: 36,383 shares; 2025Q2: 65,552 shares; 2025Q3: 96,840 shares; 2025Q4: 75,525 shares 75,525 $18.3M <0.01% -21,315 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 18,572 shares; 2025Q1: 20,679 shares; 2025Q2: 30,339 shares; 2025Q3: 48,480 shares; 2025Q4: 45,919 shares 45,919 $18.3M <0.01% -2,561 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: 113,966 shares; 2024Q4: 127,572 shares; 2025Q1: 118,077 shares; 2025Q2: 142,270 shares; 2025Q3: 149,484 shares; 2025Q4: 116,378 shares 116,378 $18.2M <0.01% -33,106 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,399 shares; 2024Q4: 1,238,324 shares; 2025Q1: 857,534 shares; 2025Q2: 753,921 shares; 2025Q3: 835,362 shares; 2025Q4: 853,429 shares 853,429 $18.2M <0.01% +18,067 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,458 shares; 2024Q4: 293,883 shares; 2025Q1: 309,068 shares; 2025Q2: 327,838 shares; 2025Q3: 328,660 shares; 2025Q4: 509,668 shares 509,668 $18.2M <0.01% +181,008 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,566 shares; 2024Q4: 175,207 shares; 2025Q1: 187,893 shares; 2025Q2: 153,279 shares; 2025Q3: 316,110 shares; 2025Q4: 287,199 shares 287,199 $18.2M <0.01% -28,911 Timeline PCY 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: 654,497 shares; 2024Q4: 751,226 shares; 2025Q1: 684,397 shares; 2025Q2: 719,257 shares; 2025Q3: 786,472 shares; 2025Q4: 841,399 shares 841,399 $18.2M <0.01% +54,927 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,785 shares; 2024Q4: 86,750 shares; 2025Q1: 107,274 shares; 2025Q2: 200,235 shares; 2025Q3: 220,164 shares; 2025Q4: 248,476 shares 248,476 $18.2M <0.01% +28,312 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,355 shares; 2024Q4: 148,168 shares; 2025Q1: 178,344 shares; 2025Q2: 181,712 shares; 2025Q3: 251,110 shares; 2025Q4: 220,278 shares 220,278 $18.2M <0.01% -30,832 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,639 shares; 2024Q4: 563,545 shares; 2025Q1: 589,213 shares; 2025Q2: 911,859 shares; 2025Q3: 1,451,335 shares; 2025Q4: 1,545,866 shares 1,545,866 $18.1M <0.01% +94,531 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: 41,316 shares; 2024Q4: 69,863 shares; 2025Q1: 91,797 shares; 2025Q2: 117,769 shares; 2025Q3: 110,433 shares; 2025Q4: 112,744 shares 112,744 $18.1M <0.01% +2,311 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,425 shares; 2024Q4: 151,916 shares; 2025Q1: 158,053 shares; 2025Q2: 202,615 shares; 2025Q3: 236,993 shares; 2025Q4: 388,586 shares 388,586 $18.1M <0.01% +151,593 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: 390,118 shares; 2024Q4: 248,172 shares; 2025Q1: 536,403 shares; 2025Q2: 589,420 shares; 2025Q3: 373,274 shares; 2025Q4: 825,818 shares 825,818 $18.1M <0.01% +452,544 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,210 shares; 2024Q4: 20,520 shares; 2025Q1: 130,314 shares; 2025Q2: 105,769 shares; 2025Q3: 118,291 shares; 2025Q4: 83,072 shares 83,072 $18.1M <0.01% -35,219 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,408 shares; 2024Q4: 709,287 shares; 2025Q1: 816,693 shares; 2025Q2: 789,238 shares; 2025Q3: 952,601 shares; 2025Q4: 1,074,191 shares 1,074,191 $18M <0.01% +121,590 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,178 shares; 2024Q4: 207,304 shares; 2025Q1: 216,359 shares; 2025Q2: 249,581 shares; 2025Q3: 257,514 shares; 2025Q4: 387,828 shares 387,828 $17.8M <0.01% +130,314 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,044 shares; 2024Q4: 100,712 shares; 2025Q1: 188,785 shares; 2025Q2: 214,676 shares; 2025Q3: 253,189 shares; 2025Q4: 397,479 shares 397,479 $17.7M <0.01% +144,290 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,653 shares; 2024Q4: 126,435 shares; 2025Q1: 132,796 shares; 2025Q2: 155,780 shares; 2025Q3: 444,671 shares; 2025Q4: 350,670 shares 350,670 $17.7M <0.01% -94,001 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,842 shares; 2024Q4: 693,772 shares; 2025Q1: 746,943 shares; 2025Q2: 769,888 shares; 2025Q3: 833,596 shares; 2025Q4: 949,342 shares 949,342 $17.7M <0.01% +115,746 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,331 shares; 2024Q4: 1,455,651 shares; 2025Q1: 1,383,779 shares; 2025Q2: 1,634,779 shares; 2025Q3: 1,811,236 shares; 2025Q4: 1,866,062 shares 1,866,062 $17.7M <0.01% +54,826 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,826 shares; 2024Q4: 66,221 shares; 2025Q1: 51,600 shares; 2025Q2: 43,594 shares; 2025Q3: 115,964 shares; 2025Q4: 112,004 shares 112,004 $17.7M <0.01% -3,960 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,124 shares; 2024Q4: 260,707 shares; 2025Q1: 259,591 shares; 2025Q2: 281,075 shares; 2025Q3: 277,652 shares; 2025Q4: 276,567 shares 276,567 $17.7M <0.01% -1,085 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: 761,003 shares; 2024Q4: 931,782 shares; 2025Q1: 892,621 shares; 2025Q2: 773,712 shares; 2025Q3: 820,108 shares; 2025Q4: 852,106 shares 852,106 $17.6M <0.01% +31,998 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,260 shares; 2024Q4: 673,266 shares; 2025Q1: 830,759 shares; 2025Q2: 1,172,127 shares; 2025Q3: 1,265,512 shares; 2025Q4: 1,320,330 shares 1,320,330 $17.5M <0.01% +54,818 Timeline IDVO 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: 83,866 shares; 2024Q4: 119,883 shares; 2025Q1: 171,570 shares; 2025Q2: 224,591 shares; 2025Q3: 351,979 shares; 2025Q4: 457,106 shares 457,106 $17.5M <0.01% +105,127 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,263 shares; 2024Q4: 438,427 shares; 2025Q1: 553,770 shares; 2025Q2: 679,575 shares; 2025Q3: 700,968 shares; 2025Q4: 676,186 shares 676,186 $17.5M <0.01% -24,782 Timeline PSEP 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: 186,827 shares; 2024Q4: 187,937 shares; 2025Q1: 319,067 shares; 2025Q2: 338,746 shares; 2025Q3: 362,831 shares; 2025Q4: 399,985 shares 399,985 $17.5M <0.01% +37,154 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 288,611 shares; 2025Q4: 575,947 shares 575,947 $17.5M <0.01% +287,336 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,786 shares; 2024Q4: 97,692 shares; 2025Q1: 97,699 shares; 2025Q2: 101,437 shares; 2025Q3: 103,971 shares; 2025Q4: 108,785 shares 108,785 $17.5M <0.01% +4,814 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,803 shares; 2024Q4: 36,118 shares; 2025Q1: 32,311 shares; 2025Q2: 159,193 shares; 2025Q3: 197,451 shares; 2025Q4: 391,218 shares 391,218 $17.4M <0.01% +193,767 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,185 shares; 2024Q4: 296,323 shares; 2025Q1: 295,419 shares; 2025Q2: 312,059 shares; 2025Q3: 459,463 shares; 2025Q4: 598,063 shares 598,063 $17.4M <0.01% +138,600 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: 191,950 shares; 2024Q4: 258,075 shares; 2025Q1: 237,284 shares; 2025Q2: 234,377 shares; 2025Q3: 235,538 shares; 2025Q4: 236,480 shares 236,480 $17.4M <0.01% +942 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,267 shares; 2024Q4: 47,744 shares; 2025Q1: 52,541 shares; 2025Q2: 62,682 shares; 2025Q3: 78,034 shares; 2025Q4: 68,929 shares 68,929 $17.4M <0.01% -9,105 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,134 shares; 2024Q4: 19,107 shares; 2025Q1: 20,979 shares; 2025Q2: 23,723 shares; 2025Q3: 23,402 shares; 2025Q4: 527,802 shares 527,802 $17.4M <0.01% +504,400 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,331 shares; 2024Q4: 99,417 shares; 2025Q1: 97,943 shares; 2025Q2: 96,722 shares; 2025Q3: 113,586 shares; 2025Q4: 102,365 shares 102,365 $17.3M <0.01% -11,221 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,212 shares; 2024Q4: 193,150 shares; 2025Q1: 212,917 shares; 2025Q2: 380,406 shares; 2025Q3: 401,831 shares; 2025Q4: 417,463 shares 417,463 $17.3M <0.01% +15,632 Timeline