IQQQ 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: 48,978 shares; 2024Q4: 143,433 shares; 2025Q1: 141,162 shares; 2025Q2: 208,113 shares; 2025Q3: 282,436 shares; 2025Q4: 388,743 shares 388,743 $17.3M <0.01% +106,307 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,613 shares; 2024Q4: 641,066 shares; 2025Q1: 655,721 shares; 2025Q2: 555,984 shares; 2025Q3: 549,929 shares; 2025Q4: 610,707 shares 610,707 $17.3M <0.01% +60,778 Timeline QQQJ 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: 354,881 shares; 2024Q4: 367,041 shares; 2025Q1: 370,825 shares; 2025Q2: 393,257 shares; 2025Q3: 380,572 shares; 2025Q4: 467,342 shares 467,342 $17.2M <0.01% +86,770 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,005 shares; 2024Q4: 80,053 shares; 2025Q1: 78,897 shares; 2025Q2: 82,844 shares; 2025Q3: 94,562 shares; 2025Q4: 107,673 shares 107,673 $17.1M <0.01% +13,111 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,345 shares; 2024Q4: 123,306 shares; 2025Q1: 120,015 shares; 2025Q2: 168,883 shares; 2025Q3: 242,309 shares; 2025Q4: 211,319 shares 211,319 $17.1M <0.01% -30,990 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,036 shares; 2024Q4: 153,756 shares; 2025Q1: 150,991 shares; 2025Q2: 265,955 shares; 2025Q3: 329,065 shares; 2025Q4: 450,357 shares 450,357 $17.1M <0.01% +121,292 Timeline DFSD 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: 218,499 shares; 2024Q4: 233,287 shares; 2025Q1: 256,502 shares; 2025Q2: 314,963 shares; 2025Q3: 334,449 shares; 2025Q4: 355,761 shares 355,761 $17.1M <0.01% +21,312 Timeline SOXQ 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: 377,976 shares; 2024Q4: 412,352 shares; 2025Q1: 359,224 shares; 2025Q2: 318,957 shares; 2025Q3: 294,725 shares; 2025Q4: 305,196 shares 305,196 $17M <0.01% +10,471 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,392 shares; 2024Q4: 50,779 shares; 2025Q1: 57,625 shares; 2025Q2: 67,730 shares; 2025Q3: 78,065 shares; 2025Q4: 76,442 shares 76,442 $17M <0.01% -1,623 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,274 shares; 2024Q4: 17,960 shares; 2025Q1: 30,463 shares; 2025Q2: 26,278 shares; 2025Q3: 41,818 shares; 2025Q4: 97,772 shares 97,772 $17M <0.01% +55,954 Timeline LSAT 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: 688,805 shares; 2024Q4: 623,325 shares; 2025Q1: 580,098 shares; 2025Q2: 554,408 shares; 2025Q3: 510,214 shares; 2025Q4: 436,320 shares 436,320 $17M <0.01% -73,894 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,861 shares; 2024Q4: 85,528 shares; 2025Q1: 89,732 shares; 2025Q2: 86,104 shares; 2025Q3: 89,518 shares; 2025Q4: 194,473 shares 194,473 $17M <0.01% +104,955 Timeline KVLE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663,242 shares; 2025Q3: 677,055 shares; 2025Q4: 661,498 shares 661,498 $16.9M <0.01% -15,557 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,150 shares; 2024Q4: 253,140 shares; 2025Q1: 296,846 shares; 2025Q2: 322,572 shares; 2025Q3: 294,185 shares; 2025Q4: 227,143 shares 227,143 $16.9M <0.01% -67,042 Timeline HNDL 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: 818,474 shares; 2024Q4: 789,690 shares; 2025Q1: 717,326 shares; 2025Q2: 774,802 shares; 2025Q3: 767,714 shares; 2025Q4: 767,283 shares 767,283 $16.9M <0.01% -431 Timeline POCT 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: 198,696 shares; 2024Q4: 200,648 shares; 2025Q1: 302,473 shares; 2025Q2: 326,323 shares; 2025Q3: 350,720 shares; 2025Q4: 384,039 shares 384,039 $16.9M <0.01% +33,319 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,633 shares; 2024Q4: 23,092 shares; 2025Q1: 28,554 shares; 2025Q2: 79,050 shares; 2025Q3: 80,698 shares; 2025Q4: 81,519 shares 81,519 $16.8M <0.01% +821 Timeline IVOG 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: 173,274 shares; 2024Q4: 174,669 shares; 2025Q1: 159,227 shares; 2025Q2: 179,585 shares; 2025Q3: 156,505 shares; 2025Q4: 139,976 shares 139,976 $16.8M <0.01% -16,529 Timeline DAPP 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: 646,874 shares; 2024Q4: 822,264 shares; 2025Q1: 1,035,932 shares; 2025Q2: 1,030,348 shares; 2025Q3: 1,350,028 shares; 2025Q4: 1,012,978 shares 1,012,978 $16.7M <0.01% -337,050 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,314 shares; 2024Q4: 142,424 shares; 2025Q1: 182,385 shares; 2025Q2: 227,193 shares; 2025Q3: 176,267 shares; 2025Q4: 162,743 shares 162,743 $16.7M <0.01% -13,524 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175,993 shares; 2024Q4: 1,202,832 shares; 2025Q1: 1,253,404 shares; 2025Q2: 1,282,380 shares; 2025Q3: 1,376,192 shares; 2025Q4: 1,478,856 shares 1,478,856 $16.7M <0.01% +102,664 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,576 shares; 2024Q4: 298,615 shares; 2025Q1: 297,139 shares; 2025Q2: 303,948 shares; 2025Q3: 441,681 shares; 2025Q4: 436,424 shares 436,424 $16.7M <0.01% -5,257 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,204 shares; 2024Q4: 505,872 shares; 2025Q1: 470,591 shares; 2025Q2: 524,643 shares; 2025Q3: 545,389 shares; 2025Q4: 584,905 shares 584,905 $16.7M <0.01% +39,516 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,328 shares; 2024Q4: 804,153 shares; 2025Q1: 198,964 shares; 2025Q2: 195,415 shares; 2025Q3: 970,247 shares; 2025Q4: 249,475 shares 249,475 $16.7M <0.01% -720,772 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,419 shares; 2024Q4: 116,807 shares; 2025Q1: 406,035 shares; 2025Q2: 307,926 shares; 2025Q3: 165,248 shares; 2025Q4: 242,587 shares 242,587 $16.6M <0.01% +77,339 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,740 shares; 2024Q4: 160,522 shares; 2025Q1: 176,618 shares; 2025Q2: 198,347 shares; 2025Q3: 172,322 shares; 2025Q4: 208,876 shares 208,876 $16.6M <0.01% +36,554 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,507 shares; 2024Q4: 397,979 shares; 2025Q1: 468,694 shares; 2025Q2: 603,709 shares; 2025Q3: 651,826 shares; 2025Q4: 713,872 shares 713,872 $16.6M <0.01% +62,046 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,104 shares; 2024Q4: 272,954 shares; 2025Q1: 181,845 shares; 2025Q2: 195,345 shares; 2025Q3: 209,006 shares; 2025Q4: 223,052 shares 223,052 $16.6M <0.01% +14,046 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,335 shares; 2024Q4: 28,286 shares; 2025Q1: 89,540 shares; 2025Q2: 400,213 shares; 2025Q3: 566,649 shares; 2025Q4: 774,130 shares 774,130 $16.6M <0.01% +207,481 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,954 shares; 2024Q4: 1,160,459 shares; 2025Q1: 1,256,449 shares; 2025Q2: 1,399,477 shares; 2025Q3: 1,546,646 shares; 2025Q4: 1,640,030 shares 1,640,030 $16.6M <0.01% +93,384 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375,690 shares; 2025Q4: 601,967 shares 601,967 $16.5M <0.01% +226,277 Timeline SMDV 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: 242,384 shares; 2024Q4: 260,795 shares; 2025Q1: 263,225 shares; 2025Q2: 274,509 shares; 2025Q3: 265,807 shares; 2025Q4: 250,215 shares 250,215 $16.5M <0.01% -15,592 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,275 shares; 2024Q4: 221,924 shares; 2025Q1: 242,083 shares; 2025Q2: 252,140 shares; 2025Q3: 264,802 shares; 2025Q4: 272,503 shares 272,503 $16.5M <0.01% +7,701 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,428 shares; 2024Q4: 316,048 shares; 2025Q1: 287,788 shares; 2025Q2: 284,445 shares; 2025Q3: 289,084 shares; 2025Q4: 271,312 shares 271,312 $16.5M <0.01% -17,772 Timeline KNGZ 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: 376,671 shares; 2024Q4: 386,115 shares; 2025Q1: 362,097 shares; 2025Q2: 364,547 shares; 2025Q3: 403,734 shares; 2025Q4: 458,411 shares 458,411 $16.4M <0.01% +54,677 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,173 shares; 2024Q4: 50,914 shares; 2025Q1: 65,669 shares; 2025Q2: 164,669 shares; 2025Q3: 371,261 shares; 2025Q4: 370,860 shares 370,860 $16.4M <0.01% -401 Timeline TAIL 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: 107,491 shares; 2024Q4: 99,563 shares; 2025Q1: 109,382 shares; 2025Q2: 95,365 shares; 2025Q3: 638,975 shares; 2025Q4: 1,421,835 shares 1,421,835 $16.3M <0.01% +782,860 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 640,192 shares 640,192 $16.3M <0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,919 shares; 2024Q4: 319,931 shares; 2025Q1: 274,042 shares; 2025Q2: 269,984 shares; 2025Q3: 419,541 shares; 2025Q4: 452,853 shares 452,853 $16.3M <0.01% +33,312 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,561 shares; 2024Q4: 784,229 shares; 2025Q1: 2,757,434 shares; 2025Q2: 2,778,609 shares; 2025Q3: 2,743,128 shares; 2025Q4: 2,844,385 shares 2,844,385 $16.3M <0.01% +101,257 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 129,510 shares; 2025Q1: 287,811 shares; 2025Q2: 542,963 shares; 2025Q3: 787,565 shares; 2025Q4: 734,360 shares 734,360 $16.3M <0.01% -53,205 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,476 shares; 2024Q4: 534,252 shares; 2025Q1: 566,245 shares; 2025Q2: 629,753 shares; 2025Q3: 619,417 shares; 2025Q4: 673,922 shares 673,922 $16.2M <0.01% +54,505 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,266 shares; 2024Q4: 167,934 shares; 2025Q1: 176,194 shares; 2025Q2: 273,729 shares; 2025Q3: 315,919 shares; 2025Q4: 337,130 shares 337,130 $16.2M <0.01% +21,211 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,041 shares; 2024Q4: 236,837 shares; 2025Q1: 207,201 shares; 2025Q2: 161,506 shares; 2025Q3: 221,347 shares; 2025Q4: 174,616 shares 174,616 $16.2M <0.01% -46,731 Timeline CSHI 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: 139,432 shares; 2024Q4: 169,479 shares; 2025Q1: 319,670 shares; 2025Q2: 414,929 shares; 2025Q3: 320,965 shares; 2025Q4: 324,970 shares 324,970 $16.2M <0.01% +4,005 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,657 shares; 2024Q4: 25,853 shares; 2025Q1: 32,607 shares; 2025Q2: 421,603 shares; 2025Q3: 796,259 shares; 2025Q4: 725,182 shares 725,182 $16.1M <0.01% -71,077 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,192 shares; 2024Q4: 124,847 shares; 2025Q1: 175,402 shares; 2025Q2: 174,953 shares; 2025Q3: 208,070 shares; 2025Q4: 240,113 shares 240,113 $16.1M <0.01% +32,043 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,467 shares; 2024Q4: 122,258 shares; 2025Q1: 134,611 shares; 2025Q2: 128,862 shares; 2025Q3: 135,919 shares; 2025Q4: 126,132 shares 126,132 $16.1M <0.01% -9,787 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,433 shares; 2024Q4: 426,899 shares; 2025Q1: 424,538 shares; 2025Q2: 468,184 shares; 2025Q3: 542,212 shares; 2025Q4: 575,314 shares 575,314 $16.1M <0.01% +33,102 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,788 shares; 2024Q4: 99,755 shares; 2025Q1: 125,516 shares; 2025Q2: 112,640 shares; 2025Q3: 111,257 shares; 2025Q4: 92,167 shares 92,167 $16.1M <0.01% -19,090 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,343 shares; 2024Q4: 145,130 shares; 2025Q1: 183,939 shares; 2025Q2: 238,624 shares; 2025Q3: 276,392 shares; 2025Q4: 274,000 shares 274,000 $16.1M <0.01% -2,392 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,093 shares; 2024Q4: 207,036 shares; 2025Q1: 212,647 shares; 2025Q2: 223,521 shares; 2025Q3: 245,046 shares; 2025Q4: 292,891 shares 292,891 $16.1M <0.01% +47,845 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688,176 shares; 2024Q4: 2,710,617 shares; 2025Q1: 2,730,010 shares; 2025Q2: 2,493,616 shares; 2025Q3: 2,612,909 shares; 2025Q4: 2,546,344 shares 2,546,344 $16M <0.01% -66,565 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,703 shares; 2024Q4: 75,986 shares; 2025Q1: 83,515 shares; 2025Q2: 85,885 shares; 2025Q3: 86,453 shares; 2025Q4: 55,256 shares 55,256 $16M <0.01% -31,197 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,408 shares; 2024Q4: 104,715 shares; 2025Q1: 108,773 shares; 2025Q2: 115,068 shares; 2025Q3: 118,979 shares; 2025Q4: 121,362 shares 121,362 $16M <0.01% +2,383 Timeline SCHE 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: 483,408 shares; 2024Q4: 514,576 shares; 2025Q1: 494,853 shares; 2025Q2: 439,210 shares; 2025Q3: 484,249 shares; 2025Q4: 488,798 shares 488,798 $16M <0.01% +4,549 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,614 shares; 2024Q4: 226,381 shares; 2025Q1: 193,593 shares; 2025Q2: 215,174 shares; 2025Q3: 211,842 shares; 2025Q4: 206,709 shares 206,709 $16M <0.01% -5,133 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,536 shares; 2024Q4: 289,414 shares; 2025Q1: 309,442 shares; 2025Q2: 316,954 shares; 2025Q3: 319,220 shares; 2025Q4: 351,190 shares 351,190 $16M <0.01% +31,970 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,499 shares; 2024Q4: 353,482 shares; 2025Q1: 382,703 shares; 2025Q2: 358,964 shares; 2025Q3: 393,988 shares; 2025Q4: 417,902 shares 417,902 $15.9M <0.01% +23,914 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,377 shares; 2024Q4: 432,961 shares; 2025Q1: 673,980 shares; 2025Q2: 549,596 shares; 2025Q3: 571,095 shares; 2025Q4: 583,856 shares 583,856 $15.9M <0.01% +12,761 Timeline IHAK 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: 349,540 shares; 2024Q4: 348,835 shares; 2025Q1: 318,148 shares; 2025Q2: 341,669 shares; 2025Q3: 339,969 shares; 2025Q4: 330,584 shares 330,584 $15.9M <0.01% -9,385 Timeline PRFD 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: 245,942 shares; 2024Q4: 255,287 shares; 2025Q1: 251,971 shares; 2025Q2: 311,333 shares; 2025Q3: 292,283 shares; 2025Q4: 308,685 shares 308,685 $15.9M <0.01% +16,402 Timeline ISCV 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: 84,363 shares; 2024Q4: 133,240 shares; 2025Q1: 150,439 shares; 2025Q2: 187,790 shares; 2025Q3: 170,000 shares; 2025Q4: 231,259 shares 231,259 $15.8M <0.01% +61,259 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,352 shares; 2024Q4: 1,086,964 shares; 2025Q1: 1,188,126 shares; 2025Q2: 1,196,971 shares; 2025Q3: 1,291,772 shares; 2025Q4: 1,006,366 shares 1,006,366 $15.8M <0.01% -285,406 Timeline FRI 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: 1,371,749 shares; 2024Q4: 785,874 shares; 2025Q1: 850,251 shares; 2025Q2: 949,982 shares; 2025Q3: 905,805 shares; 2025Q4: 577,491 shares 577,491 $15.8M <0.01% -328,314 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,391 shares; 2024Q4: 26,138 shares; 2025Q1: 44,321 shares; 2025Q2: 70,194 shares; 2025Q3: 70,164 shares; 2025Q4: 89,537 shares 89,537 $15.8M <0.01% +19,373 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,931 shares; 2024Q4: 283,971 shares; 2025Q1: 320,119 shares; 2025Q2: 314,995 shares; 2025Q3: 325,877 shares; 2025Q4: 391,797 shares 391,797 $15.8M <0.01% +65,920 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,656 shares; 2024Q4: 137,723 shares; 2025Q1: 135,436 shares; 2025Q2: 142,441 shares; 2025Q3: 198,171 shares; 2025Q4: 374,208 shares 374,208 $15.7M <0.01% +176,037 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,081 shares; 2024Q4: 398,820 shares; 2025Q1: 390,791 shares; 2025Q2: 386,639 shares; 2025Q3: 403,059 shares; 2025Q4: 419,789 shares 419,789 $15.7M <0.01% +16,730 Timeline EMEQ 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: 189,206 shares; 2025Q2: 174,954 shares; 2025Q3: 176,092 shares; 2025Q4: 390,698 shares 390,698 $15.7M <0.01% +214,606 Timeline EUSA 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: 71,412 shares; 2024Q4: 92,050 shares; 2025Q1: 165,910 shares; 2025Q2: 111,932 shares; 2025Q3: 129,046 shares; 2025Q4: 151,845 shares 151,845 $15.7M <0.01% +22,799 Timeline PNOV 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: 324,295 shares; 2024Q4: 276,249 shares; 2025Q1: 319,276 shares; 2025Q2: 286,142 shares; 2025Q3: 284,494 shares; 2025Q4: 374,716 shares 374,716 $15.7M <0.01% +90,222 Timeline DYLD 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: 947,771 shares; 2024Q4: 941,194 shares; 2025Q1: 902,279 shares; 2025Q2: 883,971 shares; 2025Q3: 792,710 shares; 2025Q4: 691,767 shares 691,767 $15.6M <0.01% -100,943 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,740 shares; 2024Q4: 76,627 shares; 2025Q1: 83,942 shares; 2025Q2: 89,015 shares; 2025Q3: 100,643 shares; 2025Q4: 101,607 shares 101,607 $15.6M <0.01% +964 Timeline DOL 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: 192,533 shares; 2024Q4: 205,684 shares; 2025Q1: 184,726 shares; 2025Q2: 199,912 shares; 2025Q3: 218,436 shares; 2025Q4: 237,124 shares 237,124 $15.6M <0.01% +18,688 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,142 shares; 2024Q4: 28,366 shares; 2025Q1: 29,365 shares; 2025Q2: 29,549 shares; 2025Q3: 31,714 shares; 2025Q4: 30,562 shares 30,562 $15.6M <0.01% -1,152 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767,883 shares; 2024Q4: 571,101 shares; 2025Q1: 529,137 shares; 2025Q2: 589,814 shares; 2025Q3: 543,744 shares; 2025Q4: 656,071 shares 656,071 $15.5M <0.01% +112,327 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,720 shares; 2024Q4: 545,835 shares; 2025Q1: 550,422 shares; 2025Q2: 540,717 shares; 2025Q3: 537,425 shares; 2025Q4: 435,694 shares 435,694 $15.5M <0.01% -101,731 Timeline DIV 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: 808,688 shares; 2024Q4: 866,310 shares; 2025Q1: 938,037 shares; 2025Q2: 925,738 shares; 2025Q3: 948,190 shares; 2025Q4: 895,482 shares 895,482 $15.5M <0.01% -52,708 Timeline BBCA 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: 157,045 shares; 2024Q4: 169,286 shares; 2025Q1: 176,916 shares; 2025Q2: 151,322 shares; 2025Q3: 158,528 shares; 2025Q4: 166,671 shares 166,671 $15.5M <0.01% +8,143 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,773 shares; 2024Q4: 369,120 shares; 2025Q1: 403,797 shares; 2025Q2: 214,746 shares; 2025Q3: 238,648 shares; 2025Q4: 227,350 shares 227,350 $15.5M <0.01% -11,298 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,234 shares; 2025Q1: 449,105 shares; 2025Q2: 474,377 shares; 2025Q3: 646,224 shares; 2025Q4: 653,105 shares 653,105 $15.5M <0.01% +6,881 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 583,344 shares 583,344 $15.4M <0.01% new Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,690 shares; 2024Q4: 408,500 shares; 2025Q1: 448,090 shares; 2025Q2: 502,576 shares; 2025Q3: 519,497 shares; 2025Q4: 554,561 shares 554,561 $15.4M <0.01% +35,064 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,235 shares; 2024Q4: 28,465 shares; 2025Q1: 38,571 shares; 2025Q2: 46,658 shares; 2025Q3: 54,095 shares; 2025Q4: 88,214 shares 88,214 $15.4M <0.01% +34,119 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,407 shares; 2025Q1: 290,234 shares; 2025Q2: 323,222 shares; 2025Q3: 269,234 shares; 2025Q4: 201,420 shares 201,420 $15.3M <0.01% -67,814 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,037 shares; 2024Q4: 198,873 shares; 2025Q1: 175,930 shares; 2025Q2: 160,429 shares; 2025Q3: 122,795 shares; 2025Q4: 127,504 shares 127,504 $15.3M <0.01% +4,709 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,197 shares; 2024Q4: 47,554 shares; 2025Q1: 48,342 shares; 2025Q2: 66,096 shares; 2025Q3: 155,383 shares; 2025Q4: 170,623 shares 170,623 $15.2M <0.01% +15,240 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,470 shares; 2024Q4: 256,808 shares; 2025Q1: 269,604 shares; 2025Q2: 278,887 shares; 2025Q3: 297,060 shares; 2025Q4: 334,046 shares 334,046 $15.2M <0.01% +36,986 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,370 shares; 2024Q4: 299,086 shares; 2025Q1: 289,391 shares; 2025Q2: 269,654 shares; 2025Q3: 270,368 shares; 2025Q4: 276,252 shares 276,252 $15.2M <0.01% +5,884 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,711 shares; 2024Q4: 883,554 shares; 2025Q1: 752,563 shares; 2025Q2: 734,455 shares; 2025Q3: 773,273 shares; 2025Q4: 755,634 shares 755,634 $15.2M <0.01% -17,639 Timeline PSK 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: 603,048 shares; 2024Q4: 594,020 shares; 2025Q1: 560,804 shares; 2025Q2: 496,300 shares; 2025Q3: 464,200 shares; 2025Q4: 477,119 shares 477,119 $15.1M <0.01% +12,919 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,354 shares; 2024Q4: 203,567 shares; 2025Q1: 214,506 shares; 2025Q2: 222,223 shares; 2025Q3: 212,421 shares; 2025Q4: 227,314 shares 227,314 $15.1M <0.01% +14,893 Timeline SPD 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: 12,693 shares; 2024Q4: 18,249 shares; 2025Q1: 20,175 shares; 2025Q2: 24,116 shares; 2025Q3: 40,252 shares; 2025Q4: 384,800 shares 384,800 $15.1M <0.01% +344,548 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,472 shares; 2024Q4: 1,139,010 shares; 2025Q1: 1,206,414 shares; 2025Q2: 1,657,295 shares; 2025Q3: 1,780,223 shares; 2025Q4: 1,885,667 shares 1,885,667 $15.1M <0.01% +105,444 Timeline VTWG 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: 59,451 shares; 2024Q4: 67,315 shares; 2025Q1: 66,909 shares; 2025Q2: 64,555 shares; 2025Q3: 64,439 shares; 2025Q4: 63,932 shares 63,932 $15.1M <0.01% -507 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,690 shares; 2024Q4: 573,859 shares; 2025Q1: 603,544 shares; 2025Q2: 609,227 shares; 2025Q3: 661,913 shares; 2025Q4: 693,805 shares 693,805 $15.1M <0.01% +31,892 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952,399 shares; 2024Q4: 1,306,485 shares; 2025Q1: 1,113,258 shares; 2025Q2: 1,362,299 shares; 2025Q3: 1,452,239 shares; 2025Q4: 1,802,318 shares 1,802,318 $15.1M <0.01% +350,079 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,213 shares; 2025Q1: 2,578 shares; 2025Q2: 3,016 shares; 2025Q3: 35,029 shares; 2025Q4: 33,865 shares 33,865 $15M <0.01% -1,164 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968,375 shares; 2024Q4: 2,064,405 shares; 2025Q1: 2,072,457 shares; 2025Q2: 2,142,841 shares; 2025Q3: 1,032,143 shares; 2025Q4: 870,457 shares 870,457 $15M <0.01% -161,686 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,806 shares; 2024Q4: 293,944 shares; 2025Q1: 421,963 shares; 2025Q2: 448,737 shares; 2025Q3: 490,085 shares; 2025Q4: 501,990 shares 501,990 $15M <0.01% +11,905 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,157 shares; 2024Q4: 69,051 shares; 2025Q1: 127,220 shares; 2025Q2: 135,461 shares; 2025Q3: 196,175 shares; 2025Q4: 175,985 shares 175,985 $15M <0.01% -20,190 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,333 shares; 2024Q4: 251,810 shares; 2025Q1: 431,349 shares; 2025Q2: 365,469 shares; 2025Q3: 365,980 shares; 2025Q4: 422,949 shares 422,949 $15M <0.01% +56,969 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,269 shares; 2024Q4: 19,148 shares; 2025Q1: 34,658 shares; 2025Q2: 35,474 shares; 2025Q3: 39,213 shares; 2025Q4: 42,422 shares 42,422 $15M <0.01% +3,209 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,182 shares; 2024Q4: 318,061 shares; 2025Q1: 245,057 shares; 2025Q2: 274,892 shares; 2025Q3: 282,387 shares; 2025Q4: 327,447 shares 327,447 $15M <0.01% +45,060 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,759 shares; 2024Q4: 244,889 shares; 2025Q1: 199,407 shares; 2025Q2: 205,000 shares; 2025Q3: 204,981 shares; 2025Q4: 247,963 shares 247,963 $15M <0.01% +42,982 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,563 shares; 2024Q4: 756,768 shares; 2025Q1: 765,664 shares; 2025Q2: 818,404 shares; 2025Q3: 756,854 shares; 2025Q4: 753,496 shares 753,496 $15M <0.01% -3,358 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,392 shares; 2024Q4: 186,157 shares; 2025Q1: 189,940 shares; 2025Q2: 164,336 shares; 2025Q3: 220,277 shares; 2025Q4: 304,400 shares 304,400 $15M <0.01% +84,123 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,994 shares; 2024Q4: 37,827 shares; 2025Q1: 63,050 shares; 2025Q2: 64,757 shares; 2025Q3: 230,310 shares; 2025Q4: 259,327 shares 259,327 $14.9M <0.01% +29,017 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,018 shares; 2024Q4: 80,120 shares; 2025Q1: 89,067 shares; 2025Q2: 109,106 shares; 2025Q3: 121,951 shares; 2025Q4: 82,332 shares 82,332 $14.9M <0.01% -39,619 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,855 shares; 2024Q4: 23,663 shares; 2025Q1: 13,723 shares; 2025Q2: 14,320 shares; 2025Q3: 9,671 shares; 2025Q4: 8,823 shares 8,823 $14.9M <0.01% -848 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,027 shares; 2024Q4: 38,553 shares; 2025Q1: 62,114 shares; 2025Q2: 95,120 shares; 2025Q3: 282,168 shares; 2025Q4: 393,867 shares 393,867 $14.9M <0.01% +111,699 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 15,980 shares; 2025Q1: 40,220 shares; 2025Q2: 59,072 shares; 2025Q3: 79,766 shares; 2025Q4: 106,254 shares 106,254 $14.9M <0.01% +26,488 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,863 shares; 2024Q4: 70,325 shares; 2025Q1: 70,586 shares; 2025Q2: 68,689 shares; 2025Q3: 134,759 shares; 2025Q4: 143,922 shares 143,922 $14.8M <0.01% +9,163 Timeline JHPI 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: 11,045 shares; 2024Q4: 11,071 shares; 2025Q1: 73,591 shares; 2025Q2: 352,628 shares; 2025Q3: 493,272 shares; 2025Q4: 648,267 shares 648,267 $14.8M <0.01% +154,995 Timeline SLVP 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: 144,452 shares; 2024Q4: 146,972 shares; 2025Q1: 266,601 shares; 2025Q2: 297,018 shares; 2025Q3: 307,093 shares; 2025Q4: 430,842 shares 430,842 $14.8M <0.01% +123,749 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,199 shares; 2024Q4: 332,294 shares; 2025Q1: 380,798 shares; 2025Q2: 419,681 shares; 2025Q3: 445,935 shares; 2025Q4: 494,043 shares 494,043 $14.7M <0.01% +48,108 Timeline HEQT 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: 367,569 shares; 2024Q4: 1,086,617 shares; 2025Q1: 1,205,268 shares; 2025Q2: 628,224 shares; 2025Q3: 405,829 shares; 2025Q4: 459,311 shares 459,311 $14.7M <0.01% +53,482 Timeline PMBS 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: 50,604 shares; 2024Q4: 142,386 shares; 2025Q1: 278,745 shares; 2025Q2: 234,379 shares; 2025Q3: 239,461 shares; 2025Q4: 295,571 shares 295,571 $14.7M <0.01% +56,110 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,599 shares; 2024Q4: 387,418 shares; 2025Q1: 482,408 shares; 2025Q2: 921,363 shares; 2025Q3: 701,378 shares; 2025Q4: 726,197 shares 726,197 $14.7M <0.01% +24,819 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,626 shares; 2024Q4: 105,205 shares; 2025Q1: 92,958 shares; 2025Q2: 119,752 shares; 2025Q3: 243,053 shares; 2025Q4: 288,480 shares 288,480 $14.6M <0.01% +45,427 Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290,404 shares; 2025Q3: 440,312 shares; 2025Q4: 456,978 shares 456,978 $14.6M <0.01% +16,666 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 13,501 shares; 2025Q1: 11,380 shares; 2025Q2: 13,190 shares; 2025Q3: 16,256 shares; 2025Q4: 50,838 shares 50,838 $14.6M <0.01% +34,582 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,564 shares; 2024Q4: 94,019 shares; 2025Q1: 94,782 shares; 2025Q2: 106,589 shares; 2025Q3: 112,766 shares; 2025Q4: 115,107 shares 115,107 $14.6M <0.01% +2,341 Timeline JCPB 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: 135,112 shares; 2024Q4: 135,487 shares; 2025Q1: 125,598 shares; 2025Q2: 169,874 shares; 2025Q3: 244,600 shares; 2025Q4: 306,361 shares 306,361 $14.5M <0.01% +61,761 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,511 shares; 2024Q4: 882,502 shares; 2025Q1: 1,241,986 shares; 2025Q2: 1,195,922 shares; 2025Q3: 955,480 shares; 2025Q4: 741,076 shares 741,076 $14.5M <0.01% -214,404 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,029 shares; 2024Q4: 50,166 shares; 2025Q1: 63,955 shares; 2025Q2: 78,250 shares; 2025Q3: 85,410 shares; 2025Q4: 83,386 shares 83,386 $14.5M <0.01% -2,024 Timeline PJUL 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: 134,580 shares; 2024Q4: 139,508 shares; 2025Q1: 244,453 shares; 2025Q2: 255,366 shares; 2025Q3: 280,193 shares; 2025Q4: 311,290 shares 311,290 $14.5M <0.01% +31,097 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,849 shares; 2024Q4: 973,634 shares; 2025Q1: 1,045,487 shares; 2025Q2: 888,016 shares; 2025Q3: 892,657 shares; 2025Q4: 866,221 shares 866,221 $14.4M <0.01% -26,436 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,348 shares; 2024Q4: 31,328 shares; 2025Q1: 68,279 shares; 2025Q2: 73,994 shares; 2025Q3: 76,890 shares; 2025Q4: 56,239 shares 56,239 $14.4M <0.01% -20,651 Timeline PWZ 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: 509,689 shares; 2024Q4: 552,990 shares; 2025Q1: 578,075 shares; 2025Q2: 582,260 shares; 2025Q3: 590,532 shares; 2025Q4: 597,009 shares 597,009 $14.4M <0.01% +6,477 Timeline KEMQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,012 shares; 2025Q4: 584,373 shares 584,373 $14.4M <0.01% +456,361 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,219 shares; 2024Q4: 180,902 shares; 2025Q1: 299,779 shares; 2025Q2: 446,411 shares; 2025Q3: 461,637 shares; 2025Q4: 586,129 shares 586,129 $14.4M <0.01% +124,492 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,451 shares; 2024Q4: 58,972 shares; 2025Q1: 61,660 shares; 2025Q2: 72,089 shares; 2025Q3: 76,321 shares; 2025Q4: 80,366 shares 80,366 $14.4M <0.01% +4,045 Timeline FCG 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: 566,788 shares; 2024Q4: 531,501 shares; 2025Q1: 452,424 shares; 2025Q2: 476,472 shares; 2025Q3: 441,685 shares; 2025Q4: 612,446 shares 612,446 $14.3M <0.01% +170,761 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,669 shares; 2024Q4: 298,320 shares; 2025Q1: 267,589 shares; 2025Q2: 266,768 shares; 2025Q3: 301,020 shares; 2025Q4: 312,214 shares 312,214 $14.3M <0.01% +11,194 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,256 shares; 2024Q4: 145,761 shares; 2025Q1: 143,558 shares; 2025Q2: 130,476 shares; 2025Q3: 142,398 shares; 2025Q4: 146,572 shares 146,572 $14.3M <0.01% +4,174 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,537 shares; 2024Q4: 59,846 shares; 2025Q1: 65,901 shares; 2025Q2: 280,662 shares; 2025Q3: 292,204 shares; 2025Q4: 307,778 shares 307,778 $14.3M <0.01% +15,574 Timeline DJIA 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: 358,147 shares; 2024Q4: 423,731 shares; 2025Q1: 548,478 shares; 2025Q2: 547,726 shares; 2025Q3: 589,065 shares; 2025Q4: 648,311 shares 648,311 $14.3M <0.01% +59,246 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,974 shares; 2024Q4: 44,006 shares; 2025Q1: 101,811 shares; 2025Q2: 147,256 shares; 2025Q3: 229,329 shares; 2025Q4: 241,523 shares 241,523 $14.3M <0.01% +12,194 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 14,531 shares; 2025Q1: 17,293 shares; 2025Q2: 22,288 shares; 2025Q3: 24,255 shares; 2025Q4: 31,238 shares 31,238 $14.2M <0.01% +6,983 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,824 shares; 2024Q4: 152,403 shares; 2025Q1: 151,437 shares; 2025Q2: 164,500 shares; 2025Q3: 168,256 shares; 2025Q4: 175,605 shares 175,605 $14.2M <0.01% +7,349 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,416 shares; 2024Q4: 25,158 shares; 2025Q1: 21,496 shares; 2025Q2: 24,533 shares; 2025Q3: 26,229 shares; 2025Q4: 31,992 shares 31,992 $14.2M <0.01% +5,763 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,528 shares; 2024Q4: 82,867 shares; 2025Q1: 91,606 shares; 2025Q2: 96,810 shares; 2025Q3: 97,505 shares; 2025Q4: 108,096 shares 108,096 $14.2M <0.01% +10,591 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,438 shares; 2024Q4: 163,785 shares; 2025Q1: 170,879 shares; 2025Q2: 183,386 shares; 2025Q3: 192,917 shares; 2025Q4: 195,552 shares 195,552 $14.2M <0.01% +2,635 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,593 shares; 2024Q4: 207,003 shares; 2025Q1: 242,432 shares; 2025Q2: 222,938 shares; 2025Q3: 194,944 shares; 2025Q4: 210,320 shares 210,320 $14.2M <0.01% +15,376 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,841 shares; 2024Q4: 457,977 shares; 2025Q1: 496,203 shares; 2025Q2: 535,764 shares; 2025Q3: 691,252 shares; 2025Q4: 784,103 shares 784,103 $14.1M <0.01% +92,851 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,244 shares; 2024Q4: 122,140 shares; 2025Q1: 130,209 shares; 2025Q2: 141,288 shares; 2025Q3: 151,710 shares; 2025Q4: 168,997 shares 168,997 $14.1M <0.01% +17,287 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,892 shares; 2024Q4: 50,596 shares; 2025Q1: 53,432 shares; 2025Q2: 53,092 shares; 2025Q3: 50,621 shares; 2025Q4: 69,300 shares 69,300 $14.1M <0.01% +18,679 Timeline VFMV 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: 38,626 shares; 2024Q4: 20,491 shares; 2025Q1: 33,365 shares; 2025Q2: 95,580 shares; 2025Q3: 105,931 shares; 2025Q4: 107,815 shares 107,815 $14.1M <0.01% +1,884 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,369 shares; 2024Q4: 361,381 shares; 2025Q1: 396,466 shares; 2025Q2: 420,786 shares; 2025Q3: 428,717 shares; 2025Q4: 445,232 shares 445,232 $14M <0.01% +16,515 Timeline BSJU 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: 223,996 shares; 2024Q4: 226,855 shares; 2025Q1: 276,541 shares; 2025Q2: 523,003 shares; 2025Q3: 624,957 shares; 2025Q4: 536,669 shares 536,669 $14M <0.01% -88,288 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,535 shares; 2024Q4: 354,700 shares; 2025Q1: 70,033 shares; 2025Q2: 91,076 shares; 2025Q3: 131,759 shares; 2025Q4: 192,769 shares 192,769 $14M <0.01% +61,010 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,202 shares; 2024Q4: 392,012 shares; 2025Q1: 373,475 shares; 2025Q2: 405,895 shares; 2025Q3: 412,517 shares; 2025Q4: 405,289 shares 405,289 $14M <0.01% -7,228 Timeline YLDE 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: 115,743 shares; 2024Q4: 97,866 shares; 2025Q1: 140,209 shares; 2025Q2: 151,005 shares; 2025Q3: 176,026 shares; 2025Q4: 257,686 shares 257,686 $14M <0.01% +81,660 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,339 shares; 2024Q4: 446,975 shares; 2025Q1: 366,014 shares; 2025Q2: 303,410 shares; 2025Q3: 426,209 shares; 2025Q4: 443,338 shares 443,338 $13.9M <0.01% +17,129 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,442 shares; 2024Q4: 43,898 shares; 2025Q1: 50,739 shares; 2025Q2: 66,669 shares; 2025Q3: 85,651 shares; 2025Q4: 195,151 shares 195,151 $13.9M <0.01% +109,500 Timeline FLMB 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: 16,890 shares; 2024Q4: 18,537 shares; 2025Q1: 17,572 shares; 2025Q2: 696,854 shares; 2025Q3: 587,670 shares; 2025Q4: 585,766 shares 585,766 $13.9M <0.01% -1,904 Timeline BALT 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: 26,741 shares; 2024Q4: 104,017 shares; 2025Q1: 121,498 shares; 2025Q2: 199,870 shares; 2025Q3: 398,592 shares; 2025Q4: 413,977 shares 413,977 $13.9M <0.01% +15,385 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,919 shares; 2024Q4: 74,597 shares; 2025Q1: 100,526 shares; 2025Q2: 115,084 shares; 2025Q3: 100,857 shares; 2025Q4: 105,958 shares 105,958 $13.8M <0.01% +5,101 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 269,169 shares; 2025Q1: 418,037 shares; 2025Q2: 503,446 shares; 2025Q3: 247,501 shares; 2025Q4: 255,301 shares 255,301 $13.8M <0.01% +7,800 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,067 shares; 2024Q4: 126,093 shares; 2025Q1: 163,719 shares; 2025Q2: 183,953 shares; 2025Q3: 152,842 shares; 2025Q4: 152,664 shares 152,664 $13.7M <0.01% -178 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,804 shares 167,804 $13.7M <0.01% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,500 shares; 2024Q4: 139,469 shares; 2025Q1: 131,999 shares; 2025Q2: 158,245 shares; 2025Q3: 159,975 shares; 2025Q4: 182,368 shares 182,368 $13.7M <0.01% +22,393 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,871 shares; 2024Q4: 107,982 shares; 2025Q1: 113,928 shares; 2025Q2: 113,979 shares; 2025Q3: 135,941 shares; 2025Q4: 133,440 shares 133,440 $13.6M <0.01% -2,501 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,696 shares; 2024Q4: 866,385 shares; 2025Q1: 1,016,980 shares; 2025Q2: 927,680 shares; 2025Q3: 1,119,976 shares; 2025Q4: 1,169,820 shares 1,169,820 $13.6M <0.01% +49,844 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,673 shares; 2024Q4: 245,663 shares; 2025Q1: 419,864 shares; 2025Q2: 376,170 shares; 2025Q3: 246,450 shares; 2025Q4: 265,377 shares 265,377 $13.6M <0.01% +18,927 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,141 shares; 2024Q4: 48,328 shares; 2025Q1: 40,151 shares; 2025Q2: 43,476 shares; 2025Q3: 53,081 shares; 2025Q4: 68,686 shares 68,686 $13.6M <0.01% +15,605 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,467 shares; 2024Q4: 38,211 shares; 2025Q1: 34,101 shares; 2025Q2: 66,026 shares; 2025Q3: 64,776 shares; 2025Q4: 55,858 shares 55,858 $13.6M <0.01% -8,918 Timeline QLC 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: 50,064 shares; 2024Q4: 49,902 shares; 2025Q1: 57,414 shares; 2025Q2: 56,639 shares; 2025Q3: 99,441 shares; 2025Q4: 166,669 shares 166,669 $13.5M <0.01% +67,228 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,888 shares; 2024Q4: 143,666 shares; 2025Q1: 173,473 shares; 2025Q2: 196,706 shares; 2025Q3: 218,026 shares; 2025Q4: 256,138 shares 256,138 $13.5M <0.01% +38,112 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,148 shares; 2024Q4: 195,436 shares; 2025Q1: 204,374 shares; 2025Q2: 250,829 shares; 2025Q3: 371,256 shares; 2025Q4: 438,018 shares 438,018 $13.5M <0.01% +66,762 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 74,693 shares; 2025Q1: 88,226 shares; 2025Q2: 91,942 shares; 2025Q3: 120,277 shares; 2025Q4: 112,014 shares 112,014 $13.5M <0.01% -8,263 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,601 shares; 2024Q4: 55,648 shares; 2025Q1: 61,072 shares; 2025Q2: 68,740 shares; 2025Q3: 74,563 shares; 2025Q4: 83,726 shares 83,726 $13.5M <0.01% +9,163 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,421 shares; 2024Q4: 167,123 shares; 2025Q1: 140,613 shares; 2025Q2: 141,811 shares; 2025Q3: 160,434 shares; 2025Q4: 169,032 shares 169,032 $13.5M <0.01% +8,598 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,291 shares; 2024Q4: 71,975 shares; 2025Q1: 73,283 shares; 2025Q2: 141,301 shares; 2025Q3: 144,087 shares; 2025Q4: 255,186 shares 255,186 $13.5M <0.01% +111,099 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,780 shares; 2024Q4: 22,807 shares; 2025Q1: 26,176 shares; 2025Q2: 38,492 shares; 2025Q3: 40,312 shares; 2025Q4: 60,496 shares 60,496 $13.4M <0.01% +20,184 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,287 shares; 2024Q4: 664,401 shares; 2025Q1: 605,330 shares; 2025Q2: 663,500 shares; 2025Q3: 666,598 shares; 2025Q4: 510,106 shares 510,106 $13.4M <0.01% -156,492 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,152 shares; 2024Q4: 128,004 shares; 2025Q1: 181,932 shares; 2025Q2: 241,133 shares; 2025Q3: 151,386 shares; 2025Q4: 183,194 shares 183,194 $13.4M <0.01% +31,808 Timeline FITE 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: 102,722 shares; 2024Q4: 193,256 shares; 2025Q1: 187,845 shares; 2025Q2: 178,888 shares; 2025Q3: 196,123 shares; 2025Q4: 157,217 shares 157,217 $13.4M <0.01% -38,906 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,223 shares; 2024Q4: 190,050 shares; 2025Q1: 224,805 shares; 2025Q2: 237,631 shares; 2025Q3: 220,450 shares; 2025Q4: 209,649 shares 209,649 $13.4M <0.01% -10,801 Timeline UDIV 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: 84,298 shares; 2024Q4: 85,368 shares; 2025Q1: 126,984 shares; 2025Q2: 142,675 shares; 2025Q3: 170,503 shares; 2025Q4: 251,636 shares 251,636 $13.4M <0.01% +81,133 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,565 shares; 2024Q4: 110,870 shares; 2025Q1: 114,046 shares; 2025Q2: 124,558 shares; 2025Q3: 118,517 shares; 2025Q4: 102,507 shares 102,507 $13.3M <0.01% -16,010 Timeline EMHY 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: 171,328 shares; 2024Q4: 254,157 shares; 2025Q1: 262,595 shares; 2025Q2: 180,316 shares; 2025Q3: 247,791 shares; 2025Q4: 330,159 shares 330,159 $13.3M <0.01% +82,368 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,011 shares; 2024Q4: 519,975 shares; 2025Q1: 634,974 shares; 2025Q2: 922,471 shares; 2025Q3: 1,029,537 shares; 2025Q4: 929,384 shares 929,384 $13.3M <0.01% -100,153 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,189 shares; 2024Q4: 62,546 shares; 2025Q1: 52,431 shares; 2025Q2: 55,658 shares; 2025Q3: 49,559 shares; 2025Q4: 53,109 shares 53,109 $13.3M <0.01% +3,550 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838,004 shares; 2024Q4: 1,170,586 shares; 2025Q1: 1,315,745 shares; 2025Q2: 1,079,648 shares; 2025Q3: 1,690,923 shares; 2025Q4: 1,344,322 shares 1,344,322 $13.3M <0.01% -346,601 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,944 shares; 2024Q4: 97,492 shares; 2025Q1: 92,102 shares; 2025Q2: 105,205 shares; 2025Q3: 114,820 shares; 2025Q4: 97,657 shares 97,657 $13.3M <0.01% -17,163 Timeline ARKX 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: 133,405 shares; 2024Q4: 163,417 shares; 2025Q1: 176,898 shares; 2025Q2: 197,974 shares; 2025Q3: 281,427 shares; 2025Q4: 458,717 shares 458,717 $13.3M <0.01% +177,290 Timeline EWI 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: 477,597 shares; 2024Q4: 350,474 shares; 2025Q1: 348,660 shares; 2025Q2: 396,300 shares; 2025Q3: 224,283 shares; 2025Q4: 244,532 shares 244,532 $13.3M <0.01% +20,249 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,997 shares; 2024Q4: 735,445 shares; 2025Q1: 851,424 shares; 2025Q2: 855,126 shares; 2025Q3: 921,157 shares; 2025Q4: 1,019,350 shares 1,019,350 $13.3M <0.01% +98,193 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,775 shares; 2024Q4: 117,581 shares; 2025Q1: 131,434 shares; 2025Q2: 145,767 shares; 2025Q3: 133,048 shares; 2025Q4: 134,640 shares 134,640 $13.3M <0.01% +1,592 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,119 shares; 2024Q4: 533,812 shares; 2025Q1: 535,525 shares; 2025Q2: 508,418 shares; 2025Q3: 482,198 shares; 2025Q4: 469,944 shares 469,944 $13.3M <0.01% -12,254 Timeline FLGB 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: 258,065 shares; 2024Q4: 210,903 shares; 2025Q1: 436,122 shares; 2025Q2: 389,894 shares; 2025Q3: 385,755 shares; 2025Q4: 392,481 shares 392,481 $13.2M <0.01% +6,726 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,517 shares; 2025Q2: 245,875 shares; 2025Q3: 303,762 shares; 2025Q4: 342,893 shares 342,893 $13.2M <0.01% +39,131 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,469 shares; 2024Q4: 445,437 shares; 2025Q1: 616,996 shares; 2025Q2: 662,843 shares; 2025Q3: 701,349 shares; 2025Q4: 736,010 shares 736,010 $13.2M <0.01% +34,661 Timeline EWX 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: 302,973 shares; 2024Q4: 342,202 shares; 2025Q1: 217,329 shares; 2025Q2: 209,004 shares; 2025Q3: 225,089 shares; 2025Q4: 201,167 shares 201,167 $13.2M <0.01% -23,922 Timeline IAT 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: 193,950 shares; 2024Q4: 208,878 shares; 2025Q1: 213,540 shares; 2025Q2: 208,230 shares; 2025Q3: 241,301 shares; 2025Q4: 239,451 shares 239,451 $13.2M <0.01% -1,850 Timeline FLGV 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: 80,294 shares; 2024Q4: 118,475 shares; 2025Q1: 223,082 shares; 2025Q2: 426,696 shares; 2025Q3: 513,794 shares; 2025Q4: 643,340 shares 643,340 $13.2M <0.01% +129,546 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,770 shares; 2024Q4: 430,722 shares; 2025Q1: 646,649 shares; 2025Q2: 1,153,070 shares; 2025Q3: 1,019,039 shares; 2025Q4: 939,635 shares 939,635 $13.2M <0.01% -79,404 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,805 shares; 2024Q4: 42,256 shares; 2025Q1: 41,984 shares; 2025Q2: 39,402 shares; 2025Q3: 145,325 shares; 2025Q4: 143,848 shares 143,848 $13.2M <0.01% -1,477 Timeline LCTD 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: 134,252 shares; 2024Q4: 233,706 shares; 2025Q1: 254,473 shares; 2025Q2: 296,660 shares; 2025Q3: 304,358 shares; 2025Q4: 240,240 shares 240,240 $13.1M <0.01% -64,118 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,528 shares; 2024Q4: 288,469 shares; 2025Q1: 295,308 shares; 2025Q2: 283,500 shares; 2025Q3: 345,785 shares; 2025Q4: 342,103 shares 342,103 $13.1M <0.01% -3,682 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,598 shares; 2024Q4: 89,784 shares; 2025Q1: 71,162 shares; 2025Q2: 85,879 shares; 2025Q3: 89,652 shares; 2025Q4: 97,030 shares 97,030 $13.1M <0.01% +7,378 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,891 shares; 2024Q4: 155,920 shares; 2025Q1: 152,878 shares; 2025Q2: 110,363 shares; 2025Q3: 204,713 shares; 2025Q4: 238,155 shares 238,155 $13.1M <0.01% +33,442 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,503 shares; 2024Q4: 195,629 shares; 2025Q1: 226,246 shares; 2025Q2: 215,150 shares; 2025Q3: 253,240 shares; 2025Q4: 283,013 shares 283,013 $13.1M <0.01% +29,773 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,400 shares; 2024Q4: 120,925 shares; 2025Q1: 155,474 shares; 2025Q2: 58,187 shares; 2025Q3: 57,646 shares; 2025Q4: 54,413 shares 54,413 $13.1M <0.01% -3,233 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,700 shares; 2024Q4: 208,966 shares; 2025Q1: 227,851 shares; 2025Q2: 229,033 shares; 2025Q3: 230,217 shares; 2025Q4: 222,514 shares 222,514 $13M <0.01% -7,703 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,679 shares; 2025Q3: 187,876 shares; 2025Q4: 253,477 shares 253,477 $13M <0.01% +65,601 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,118 shares; 2024Q4: 29,890 shares; 2025Q1: 23,951 shares; 2025Q2: 42,969 shares; 2025Q3: 40,528 shares; 2025Q4: 40,163 shares 40,163 $13M <0.01% -365 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,127 shares; 2024Q4: 550,785 shares; 2025Q1: 552,829 shares; 2025Q2: 399,486 shares; 2025Q3: 415,270 shares; 2025Q4: 366,621 shares 366,621 $13M <0.01% -48,649 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267,287 shares 267,287 $13M <0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,016 shares; 2024Q4: 26,833 shares; 2025Q1: 34,447 shares; 2025Q2: 35,499 shares; 2025Q3: 29,079 shares; 2025Q4: 28,948 shares 28,948 $13M <0.01% -131 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,826 shares; 2024Q4: 43,167 shares; 2025Q1: 68,531 shares; 2025Q2: 91,747 shares; 2025Q3: 182,472 shares; 2025Q4: 218,029 shares 218,029 $13M <0.01% +35,557 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,949 shares; 2024Q4: 569,234 shares; 2025Q1: 549,632 shares; 2025Q2: 421,754 shares; 2025Q3: 584,190 shares; 2025Q4: 579,877 shares 579,877 $13M <0.01% -4,313 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,957 shares; 2024Q4: 161,741 shares; 2025Q1: 168,774 shares; 2025Q2: 210,222 shares; 2025Q3: 232,783 shares; 2025Q4: 250,193 shares 250,193 $12.9M <0.01% +17,410 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,229 shares; 2024Q4: 47,376 shares; 2025Q1: 53,194 shares; 2025Q2: 54,703 shares; 2025Q3: 60,018 shares; 2025Q4: 53,271 shares 53,271 $12.9M <0.01% -6,747 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,566 shares; 2024Q4: 27,791 shares; 2025Q1: 185,592 shares; 2025Q2: 221,990 shares; 2025Q3: 324,900 shares; 2025Q4: 295,226 shares 295,226 $12.9M <0.01% -29,674 Timeline LEGR 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: 103,734 shares; 2024Q4: 103,628 shares; 2025Q1: 104,923 shares; 2025Q2: 109,557 shares; 2025Q3: 205,665 shares; 2025Q4: 215,524 shares 215,524 $12.8M <0.01% +9,859 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,120 shares; 2025Q3: 174,040 shares; 2025Q4: 253,394 shares 253,394 $12.8M <0.01% +79,354 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,080 shares; 2024Q4: 706,447 shares; 2025Q1: 1,094,450 shares; 2025Q2: 1,339,637 shares; 2025Q3: 1,519,571 shares; 2025Q4: 1,308,166 shares 1,308,166 $12.8M <0.01% -211,405 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,905 shares; 2024Q4: 152,625 shares; 2025Q1: 229,196 shares; 2025Q2: 448,422 shares; 2025Q3: 430,964 shares; 2025Q4: 442,766 shares 442,766 $12.8M <0.01% +11,802 Timeline MORT 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: 786,416 shares; 2024Q4: 898,469 shares; 2025Q1: 1,366,939 shares; 2025Q2: 1,053,927 shares; 2025Q3: 1,107,802 shares; 2025Q4: 1,212,310 shares 1,212,310 $12.7M <0.01% +104,508 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,924 shares; 2024Q4: 394,509 shares; 2025Q1: 427,680 shares; 2025Q2: 434,417 shares; 2025Q3: 463,441 shares; 2025Q4: 505,967 shares 505,967 $12.7M <0.01% +42,526 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,391 shares; 2024Q4: 581,950 shares; 2025Q1: 464,096 shares; 2025Q2: 450,503 shares; 2025Q3: 417,149 shares; 2025Q4: 399,805 shares 399,805 $12.7M <0.01% -17,344 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,918 shares; 2024Q4: 157,052 shares; 2025Q1: 247,010 shares; 2025Q2: 336,296 shares; 2025Q3: 347,879 shares; 2025Q4: 330,757 shares 330,757 $12.7M <0.01% -17,122 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,168 shares; 2024Q4: 370,636 shares; 2025Q1: 388,084 shares; 2025Q2: 412,686 shares; 2025Q3: 391,659 shares; 2025Q4: 356,456 shares 356,456 $12.7M <0.01% -35,203 Timeline IBDW 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: 183,769 shares; 2024Q4: 281,545 shares; 2025Q1: 376,251 shares; 2025Q2: 434,488 shares; 2025Q3: 509,755 shares; 2025Q4: 599,033 shares 599,033 $12.7M <0.01% +89,278 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,321 shares; 2024Q4: 324,888 shares; 2025Q1: 269,858 shares; 2025Q2: 270,411 shares; 2025Q3: 263,305 shares; 2025Q4: 252,353 shares 252,353 $12.7M <0.01% -10,952 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,829 shares; 2024Q4: 31,805 shares; 2025Q1: 36,676 shares; 2025Q2: 36,410 shares; 2025Q3: 33,294 shares; 2025Q4: 31,560 shares 31,560 $12.7M <0.01% -1,734 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,717 shares; 2024Q4: 382,556 shares; 2025Q1: 379,383 shares; 2025Q2: 366,921 shares; 2025Q3: 336,138 shares; 2025Q4: 443,247 shares 443,247 $12.7M <0.01% +107,109 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,970 shares; 2024Q4: 186,716 shares; 2025Q1: 207,724 shares; 2025Q2: 237,194 shares; 2025Q3: 245,957 shares; 2025Q4: 243,768 shares 243,768 $12.6M <0.01% -2,189 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,166 shares; 2024Q4: 69,200 shares; 2025Q1: 59,478 shares; 2025Q2: 57,460 shares; 2025Q3: 56,189 shares; 2025Q4: 64,750 shares 64,750 $12.6M <0.01% +8,561 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,678 shares; 2024Q4: 117,802 shares; 2025Q1: 102,632 shares; 2025Q2: 123,166 shares; 2025Q3: 129,521 shares; 2025Q4: 128,684 shares 128,684 $12.6M <0.01% -837 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,486 shares; 2024Q4: 100,301 shares; 2025Q1: 99,924 shares; 2025Q2: 194,904 shares; 2025Q3: 231,252 shares; 2025Q4: 243,763 shares 243,763 $12.6M <0.01% +12,511 Timeline BSMQ 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: 352,529 shares; 2024Q4: 359,727 shares; 2025Q1: 423,036 shares; 2025Q2: 500,997 shares; 2025Q3: 510,847 shares; 2025Q4: 531,212 shares 531,212 $12.6M <0.01% +20,365 Timeline GVIP 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: 107,146 shares; 2024Q4: 103,215 shares; 2025Q1: 100,359 shares; 2025Q2: 77,707 shares; 2025Q3: 76,482 shares; 2025Q4: 81,040 shares 81,040 $12.6M <0.01% +4,558 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,707 shares; 2024Q4: 131,315 shares; 2025Q1: 144,134 shares; 2025Q2: 258,081 shares; 2025Q3: 258,347 shares; 2025Q4: 315,409 shares 315,409 $12.5M <0.01% +57,062 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,390 shares; 2024Q4: 541,008 shares; 2025Q1: 541,184 shares; 2025Q2: 388,146 shares; 2025Q3: 418,713 shares; 2025Q4: 460,265 shares 460,265 $12.5M <0.01% +41,552 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,612 shares; 2024Q4: 422,179 shares; 2025Q1: 414,049 shares; 2025Q2: 408,805 shares; 2025Q3: 514,746 shares; 2025Q4: 445,669 shares 445,669 $12.5M <0.01% -69,077 Timeline VTC 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: 108,888 shares; 2024Q4: 95,893 shares; 2025Q1: 103,682 shares; 2025Q2: 140,097 shares; 2025Q3: 147,517 shares; 2025Q4: 161,123 shares 161,123 $12.5M <0.01% +13,606 Timeline DWAS 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: 178,746 shares; 2024Q4: 198,821 shares; 2025Q1: 174,202 shares; 2025Q2: 155,818 shares; 2025Q3: 150,002 shares; 2025Q4: 129,089 shares 129,089 $12.5M <0.01% -20,913 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,684 shares; 2024Q4: 95,271 shares; 2025Q1: 99,814 shares; 2025Q2: 132,491 shares; 2025Q3: 145,705 shares; 2025Q4: 163,280 shares 163,280 $12.5M <0.01% +17,575 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,925 shares; 2024Q4: 167,752 shares; 2025Q1: 193,932 shares; 2025Q2: 255,923 shares; 2025Q3: 281,854 shares; 2025Q4: 298,061 shares 298,061 $12.5M <0.01% +16,207 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,723 shares; 2024Q4: 248,296 shares; 2025Q1: 198,844 shares; 2025Q2: 194,223 shares; 2025Q3: 200,908 shares; 2025Q4: 191,863 shares 191,863 $12.4M <0.01% -9,045 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,676 shares; 2024Q4: 228,747 shares; 2025Q1: 220,729 shares; 2025Q2: 196,208 shares; 2025Q3: 211,161 shares; 2025Q4: 218,137 shares 218,137 $12.4M <0.01% +6,976 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 7,361 shares; 2025Q1: 13,857 shares; 2025Q2: 51,567 shares; 2025Q3: 186,598 shares; 2025Q4: 187,091 shares 187,091 $12.3M <0.01% +493 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,663 shares; 2024Q4: 136,337 shares; 2025Q1: 132,634 shares; 2025Q2: 109,106 shares; 2025Q3: 101,726 shares; 2025Q4: 157,472 shares 157,472 $12.3M <0.01% +55,746 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,089 shares; 2024Q4: 188,306 shares; 2025Q1: 148,162 shares; 2025Q2: 154,497 shares; 2025Q3: 165,532 shares; 2025Q4: 184,894 shares 184,894 $12.3M <0.01% +19,362 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,599 shares; 2024Q4: 99,721 shares; 2025Q1: 120,081 shares; 2025Q2: 117,220 shares; 2025Q3: 129,201 shares; 2025Q4: 136,383 shares 136,383 $12.3M <0.01% +7,182 Timeline QVMT 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: 188,275 shares; 2024Q4: 214,604 shares; 2025Q1: 215,300 shares; 2025Q2: 259,187 shares; 2025Q3: 255,640 shares; 2025Q4: 214,768 shares 214,768 $12.3M <0.01% -40,872 Timeline IBMP 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: 215,777 shares; 2024Q4: 224,790 shares; 2025Q1: 407,925 shares; 2025Q2: 425,371 shares; 2025Q3: 442,647 shares; 2025Q4: 481,015 shares 481,015 $12.2M <0.01% +38,368 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,056 shares; 2024Q4: 133,248 shares; 2025Q1: 135,206 shares; 2025Q2: 134,730 shares; 2025Q3: 148,319 shares; 2025Q4: 148,423 shares 148,423 $12.2M <0.01% +104 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,943 shares; 2024Q4: 18,224 shares; 2025Q1: 44,450 shares; 2025Q2: 106,035 shares; 2025Q3: 115,342 shares; 2025Q4: 125,489 shares 125,489 $12.2M <0.01% +10,147 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,188 shares; 2024Q4: 247,071 shares; 2025Q1: 249,864 shares; 2025Q2: 260,467 shares; 2025Q3: 274,492 shares; 2025Q4: 300,756 shares 300,756 $12.2M <0.01% +26,264 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,557 shares; 2024Q4: 88,164 shares; 2025Q1: 93,455 shares; 2025Q2: 99,055 shares; 2025Q3: 112,555 shares; 2025Q4: 148,123 shares 148,123 $12.1M <0.01% +35,568 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,840 shares; 2024Q4: 933,125 shares; 2025Q1: 954,053 shares; 2025Q2: 1,035,045 shares; 2025Q3: 1,207,566 shares; 2025Q4: 1,363,639 shares 1,363,639 $12.1M <0.01% +156,073 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,889 shares; 2024Q4: 216,928 shares; 2025Q1: 233,626 shares; 2025Q2: 205,893 shares; 2025Q3: 466,588 shares; 2025Q4: 294,818 shares 294,818 $12.1M <0.01% -171,770 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,860 shares; 2024Q4: 239,087 shares; 2025Q1: 314,553 shares; 2025Q2: 367,337 shares; 2025Q3: 423,680 shares; 2025Q4: 527,509 shares 527,509 $12.1M <0.01% +103,829 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,570 shares; 2024Q4: 565,212 shares; 2025Q1: 126,706 shares; 2025Q2: 156,526 shares; 2025Q3: 188,948 shares; 2025Q4: 236,582 shares 236,582 $12.1M <0.01% +47,634 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,820 shares; 2024Q4: 913,599 shares; 2025Q1: 907,966 shares; 2025Q2: 954,950 shares; 2025Q3: 970,008 shares; 2025Q4: 917,228 shares 917,228 $12.1M <0.01% -52,780 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,287 shares; 2024Q4: 188,477 shares; 2025Q1: 130,453 shares; 2025Q2: 120,731 shares; 2025Q3: 112,553 shares; 2025Q4: 108,857 shares 108,857 $12.1M <0.01% -3,696 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,514 shares; 2025Q4: 159,492 shares 159,492 $12M <0.01% +136,978 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,428 shares; 2024Q4: 684,672 shares; 2025Q1: 747,872 shares; 2025Q2: 595,235 shares; 2025Q3: 805,631 shares; 2025Q4: 736,719 shares 736,719 $12M <0.01% -68,912 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,212 shares; 2024Q4: 54,552 shares; 2025Q1: 47,630 shares; 2025Q2: 60,311 shares; 2025Q3: 60,525 shares; 2025Q4: 69,525 shares 69,525 $12M <0.01% +9,000 Timeline EYLD 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: 359,059 shares; 2024Q4: 515,399 shares; 2025Q1: 531,033 shares; 2025Q2: 310,251 shares; 2025Q3: 314,203 shares; 2025Q4: 313,258 shares 313,258 $12M <0.01% -945 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,591 shares; 2024Q4: 161,836 shares; 2025Q1: 166,275 shares; 2025Q2: 165,674 shares; 2025Q3: 171,000 shares; 2025Q4: 177,231 shares 177,231 $12M <0.01% +6,231 Timeline INTF 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: 70,909 shares; 2024Q4: 72,055 shares; 2025Q1: 89,640 shares; 2025Q2: 250,523 shares; 2025Q3: 275,692 shares; 2025Q4: 317,046 shares 317,046 $12M <0.01% +41,354 Timeline REZ 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: 81,818 shares; 2024Q4: 180,811 shares; 2025Q1: 97,916 shares; 2025Q2: 119,020 shares; 2025Q3: 117,675 shares; 2025Q4: 144,563 shares 144,563 $11.9M <0.01% +26,888 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,526 shares; 2024Q4: 180,262 shares; 2025Q1: 234,234 shares; 2025Q2: 224,506 shares; 2025Q3: 244,246 shares; 2025Q4: 285,935 shares 285,935 $11.9M <0.01% +41,689 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704,442 shares; 2024Q4: 885,045 shares; 2025Q1: 799,174 shares; 2025Q2: 812,004 shares; 2025Q3: 791,071 shares; 2025Q4: 760,432 shares 760,432 $11.9M <0.01% -30,639 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,378 shares; 2024Q4: 688,650 shares; 2025Q1: 855,155 shares; 2025Q2: 758,483 shares; 2025Q3: 948,269 shares; 2025Q4: 936,391 shares 936,391 $11.9M <0.01% -11,878 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,878 shares; 2024Q4: 237,040 shares; 2025Q1: 300,945 shares; 2025Q2: 284,681 shares; 2025Q3: 296,292 shares; 2025Q4: 323,228 shares 323,228 $11.8M <0.01% +26,936 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,215 shares; 2024Q4: 61,875 shares; 2025Q1: 64,323 shares; 2025Q2: 151,066 shares; 2025Q3: 174,512 shares; 2025Q4: 241,423 shares 241,423 $11.8M <0.01% +66,911 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,347 shares; 2024Q4: 112,097 shares; 2025Q1: 159,813 shares; 2025Q2: 185,155 shares; 2025Q3: 90,252 shares; 2025Q4: 86,862 shares 86,862 $11.8M <0.01% -3,390 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,561 shares; 2024Q4: 126,548 shares; 2025Q1: 134,222 shares; 2025Q2: 148,714 shares; 2025Q3: 107,921 shares; 2025Q4: 135,420 shares 135,420 $11.8M <0.01% +27,499 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,250 shares; 2024Q4: 96,556 shares; 2025Q1: 118,368 shares; 2025Q2: 125,097 shares; 2025Q3: 153,280 shares; 2025Q4: 175,987 shares 175,987 $11.8M <0.01% +22,707 Timeline FYLD 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: 158,628 shares; 2024Q4: 194,531 shares; 2025Q1: 253,900 shares; 2025Q2: 339,385 shares; 2025Q3: 346,355 shares; 2025Q4: 362,448 shares 362,448 $11.8M <0.01% +16,093 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,601 shares; 2024Q4: 265,054 shares; 2025Q1: 393,619 shares; 2025Q2: 373,667 shares; 2025Q3: 442,851 shares; 2025Q4: 480,518 shares 480,518 $11.8M <0.01% +37,667 Timeline IVOV 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: 90,983 shares; 2024Q4: 91,865 shares; 2025Q1: 99,822 shares; 2025Q2: 131,347 shares; 2025Q3: 118,266 shares; 2025Q4: 116,347 shares 116,347 $11.8M <0.01% -1,919 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,170 shares; 2024Q4: 233,716 shares; 2025Q1: 275,148 shares; 2025Q2: 324,086 shares; 2025Q3: 237,709 shares; 2025Q4: 215,177 shares 215,177 $11.7M <0.01% -22,532 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,766 shares; 2024Q4: 345,779 shares; 2025Q1: 282,282 shares; 2025Q2: 227,834 shares; 2025Q3: 160,145 shares; 2025Q4: 171,602 shares 171,602 $11.7M <0.01% +11,457 Timeline QQQH 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: 73,654 shares; 2025Q2: 119,679 shares; 2025Q3: 195,752 shares; 2025Q4: 215,797 shares 215,797 $11.7M <0.01% +20,045 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,631 shares; 2024Q4: 71,884 shares; 2025Q1: 81,656 shares; 2025Q2: 120,205 shares; 2025Q3: 166,316 shares; 2025Q4: 157,375 shares 157,375 $11.7M <0.01% -8,941 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,088 shares; 2024Q4: 333,403 shares; 2025Q1: 458,231 shares; 2025Q2: 539,591 shares; 2025Q3: 689,377 shares; 2025Q4: 738,283 shares 738,283 $11.7M <0.01% +48,906 Timeline KSPY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,903 shares 425,903 $11.7M <0.01% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,394 shares; 2024Q4: 81,188 shares; 2025Q1: 119,866 shares; 2025Q2: 117,808 shares; 2025Q3: 113,533 shares; 2025Q4: 137,747 shares 137,747 $11.7M <0.01% +24,214 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,948 shares; 2024Q4: 425,892 shares; 2025Q1: 440,725 shares; 2025Q2: 476,951 shares; 2025Q3: 494,597 shares; 2025Q4: 499,288 shares 499,288 $11.7M <0.01% +4,691 Timeline EWQ 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: 477,575 shares; 2024Q4: 314,790 shares; 2025Q1: 369,486 shares; 2025Q2: 369,684 shares; 2025Q3: 318,404 shares; 2025Q4: 258,737 shares 258,737 $11.6M <0.01% -59,667 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,304 shares; 2024Q4: 123,902 shares; 2025Q1: 297,756 shares; 2025Q2: 337,280 shares; 2025Q3: 345,918 shares; 2025Q4: 530,217 shares 530,217 $11.6M <0.01% +184,299 Timeline XPH 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: 112,168 shares; 2024Q4: 128,395 shares; 2025Q1: 110,201 shares; 2025Q2: 111,675 shares; 2025Q3: 183,397 shares; 2025Q4: 207,649 shares 207,649 $11.6M <0.01% +24,252 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,577 shares; 2024Q4: 38,138 shares; 2025Q1: 61,283 shares; 2025Q2: 127,501 shares; 2025Q3: 145,073 shares; 2025Q4: 163,103 shares 163,103 $11.6M <0.01% +18,030 Timeline PFIG 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: 459,021 shares; 2024Q4: 281,133 shares; 2025Q1: 319,208 shares; 2025Q2: 368,557 shares; 2025Q3: 371,400 shares; 2025Q4: 478,311 shares 478,311 $11.6M <0.01% +106,911 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,917 shares; 2024Q4: 770,803 shares; 2025Q1: 329,071 shares; 2025Q2: 400,230 shares; 2025Q3: 274,015 shares; 2025Q4: 277,017 shares 277,017 $11.6M <0.01% +3,002 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,115 shares; 2024Q4: 109,191 shares; 2025Q1: 119,882 shares; 2025Q2: 110,885 shares; 2025Q3: 113,030 shares; 2025Q4: 111,685 shares 111,685 $11.6M <0.01% -1,345 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655,440 shares; 2024Q4: 600,987 shares; 2025Q1: 573,013 shares; 2025Q2: 543,895 shares; 2025Q3: 496,817 shares; 2025Q4: 346,019 shares 346,019 $11.6M <0.01% -150,798 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,201 shares; 2024Q4: 35,136 shares; 2025Q1: 36,751 shares; 2025Q2: 21,773 shares; 2025Q3: 33,725 shares; 2025Q4: 87,268 shares 87,268 $11.6M <0.01% +53,543 Timeline PAPR 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: 156,141 shares; 2024Q4: 153,787 shares; 2025Q1: 231,856 shares; 2025Q2: 248,274 shares; 2025Q3: 280,127 shares; 2025Q4: 296,444 shares 296,444 $11.6M <0.01% +16,317 Timeline MSML 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: 87,092 shares; 2024Q4: 87,005 shares; 2025Q1: 84,293 shares; 2025Q2: 154,202 shares; 2025Q3: 169,718 shares; 2025Q4: 178,349 shares 178,349 $11.6M <0.01% +8,631 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,746 shares; 2024Q4: 209,927 shares; 2025Q1: 193,293 shares; 2025Q2: 175,473 shares; 2025Q3: 168,218 shares; 2025Q4: 169,425 shares 169,425 $11.6M <0.01% +1,207 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,479 shares; 2024Q4: 227,107 shares; 2025Q1: 258,794 shares; 2025Q2: 277,118 shares; 2025Q3: 278,850 shares; 2025Q4: 292,896 shares 292,896 $11.6M <0.01% +14,046 Timeline IDOG 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: 81,413 shares; 2024Q4: 76,751 shares; 2025Q1: 78,617 shares; 2025Q2: 77,456 shares; 2025Q3: 246,576 shares; 2025Q4: 299,217 shares 299,217 $11.5M <0.01% +52,641 Timeline PGF 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: 1,252,124 shares; 2024Q4: 1,191,738 shares; 2025Q1: 1,241,815 shares; 2025Q2: 975,225 shares; 2025Q3: 854,754 shares; 2025Q4: 814,355 shares 814,355 $11.5M <0.01% -40,399 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 25,951 shares; 2025Q1: 23,861 shares; 2025Q2: 35,879 shares; 2025Q3: 34,964 shares; 2025Q4: 35,031 shares 35,031 $11.5M <0.01% +67 Timeline LEMB 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: 5,541 shares; 2024Q4: not reported; 2025Q1: 14,750 shares; 2025Q2: 19,070 shares; 2025Q3: 61,163 shares; 2025Q4: 276,625 shares 276,625 $11.5M <0.01% +215,462 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,431 shares; 2024Q4: 70,853 shares; 2025Q1: 140,899 shares; 2025Q2: 135,435 shares; 2025Q3: 172,000 shares; 2025Q4: 175,751 shares 175,751 $11.5M <0.01% +3,751 Timeline TMAT 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: 63,352 shares; 2024Q4: 82,813 shares; 2025Q1: 155,780 shares; 2025Q2: 305,969 shares; 2025Q3: 425,562 shares; 2025Q4: 458,633 shares 458,633 $11.5M <0.01% +33,071 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,445 shares; 2024Q4: 730,089 shares; 2025Q1: 961,343 shares; 2025Q2: 812,323 shares; 2025Q3: 826,571 shares; 2025Q4: 953,333 shares 953,333 $11.5M <0.01% +126,762 Timeline PMAY 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: 98,999 shares; 2024Q4: 100,563 shares; 2025Q1: 242,466 shares; 2025Q2: 255,323 shares; 2025Q3: 257,662 shares; 2025Q4: 288,850 shares 288,850 $11.4M <0.01% +31,188 Timeline HUSV 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: 307,727 shares; 2024Q4: 301,200 shares; 2025Q1: 359,301 shares; 2025Q2: 340,803 shares; 2025Q3: 249,534 shares; 2025Q4: 294,634 shares 294,634 $11.4M <0.01% +45,100 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,854 shares; 2024Q4: 40,590 shares; 2025Q1: 49,659 shares; 2025Q2: 53,159 shares; 2025Q3: 97,452 shares; 2025Q4: 108,214 shares 108,214 $11.4M <0.01% +10,762 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,429 shares; 2024Q4: 103,563 shares; 2025Q1: 90,522 shares; 2025Q2: 105,172 shares; 2025Q3: 113,757 shares; 2025Q4: 109,391 shares 109,391 $11.4M <0.01% -4,366 Timeline IMFL 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: 282,066 shares; 2024Q4: 246,914 shares; 2025Q1: 311,875 shares; 2025Q2: 311,279 shares; 2025Q3: 331,311 shares; 2025Q4: 382,326 shares 382,326 $11.4M <0.01% +51,015 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,352 shares; 2024Q4: 298,207 shares; 2025Q1: 187,212 shares; 2025Q2: 181,994 shares; 2025Q3: 289,530 shares; 2025Q4: 472,631 shares 472,631 $11.4M <0.01% +183,101 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,071 shares; 2024Q4: 214,734 shares; 2025Q1: 230,355 shares; 2025Q2: 302,944 shares; 2025Q3: 349,004 shares; 2025Q4: 420,109 shares 420,109 $11.4M <0.01% +71,105 Timeline RSPD 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: 121,737 shares; 2024Q4: 118,984 shares; 2025Q1: 124,927 shares; 2025Q2: 109,305 shares; 2025Q3: 230,901 shares; 2025Q4: 199,620 shares 199,620 $11.4M <0.01% -31,281 Timeline EWL 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: 207,193 shares; 2024Q4: 365,600 shares; 2025Q1: 361,454 shares; 2025Q2: 358,211 shares; 2025Q3: 196,070 shares; 2025Q4: 189,500 shares 189,500 $11.4M <0.01% -6,570 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,396 shares; 2024Q4: 32,107 shares; 2025Q1: 26,698 shares; 2025Q2: 52,895 shares; 2025Q3: 51,800 shares; 2025Q4: 55,439 shares 55,439 $11.4M <0.01% +3,639 Timeline USPX 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: 5,407 shares; 2024Q4: 78,375 shares; 2025Q1: 167,190 shares; 2025Q2: 173,597 shares; 2025Q3: 179,348 shares; 2025Q4: 189,990 shares 189,990 $11.4M <0.01% +10,642 Timeline PAUG 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: 155,585 shares; 2024Q4: 147,493 shares; 2025Q1: 177,345 shares; 2025Q2: 193,190 shares; 2025Q3: 237,195 shares; 2025Q4: 262,584 shares 262,584 $11.4M <0.01% +25,389 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,724 shares; 2024Q4: 92,879 shares; 2025Q1: 77,514 shares; 2025Q2: 59,583 shares; 2025Q3: 337,655 shares; 2025Q4: 384,364 shares 384,364 $11.3M <0.01% +46,709 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,606 shares 223,606 $11.3M <0.01% new Timeline CDL 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: 68,608 shares; 2024Q4: 79,122 shares; 2025Q1: 135,648 shares; 2025Q2: 147,377 shares; 2025Q3: 154,576 shares; 2025Q4: 164,346 shares 164,346 $11.3M <0.01% +9,770 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,362 shares; 2024Q4: 291,920 shares; 2025Q1: 662,423 shares; 2025Q2: 556,369 shares; 2025Q3: 644,993 shares; 2025Q4: 633,301 shares 633,301 $11.3M <0.01% -11,692 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,639 shares; 2024Q4: 37,432 shares; 2025Q1: 43,080 shares; 2025Q2: 59,366 shares; 2025Q3: 34,608 shares; 2025Q4: 77,629 shares 77,629 $11.3M <0.01% +43,021 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,431 shares; 2025Q2: 82,206 shares; 2025Q3: 281,995 shares; 2025Q4: 406,776 shares 406,776 $11.3M <0.01% +124,781 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,109 shares; 2024Q4: 86,055 shares; 2025Q1: 102,246 shares; 2025Q2: 105,614 shares; 2025Q3: 131,721 shares; 2025Q4: 129,069 shares 129,069 $11.3M <0.01% -2,652 Timeline BSMS 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: 252,802 shares; 2024Q4: 289,780 shares; 2025Q1: 342,248 shares; 2025Q2: 377,436 shares; 2025Q3: 427,419 shares; 2025Q4: 478,530 shares 478,530 $11.2M <0.01% +51,111 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,677 shares; 2024Q4: 35,952 shares; 2025Q1: 45,294 shares; 2025Q2: 69,238 shares; 2025Q3: 63,510 shares; 2025Q4: 67,706 shares 67,706 $11.2M <0.01% +4,196 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,951 shares; 2024Q4: 311,417 shares; 2025Q1: 357,459 shares; 2025Q2: 387,771 shares; 2025Q3: 423,463 shares; 2025Q4: 417,340 shares 417,340 $11.2M <0.01% -6,123 Timeline AVRE 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: 107,090 shares; 2024Q4: 153,877 shares; 2025Q1: 152,412 shares; 2025Q2: 179,963 shares; 2025Q3: 217,903 shares; 2025Q4: 257,798 shares 257,798 $11.2M <0.01% +39,895 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,778 shares; 2024Q4: 160,261 shares; 2025Q1: 197,108 shares; 2025Q2: 212,226 shares; 2025Q3: 193,650 shares; 2025Q4: 174,974 shares 174,974 $11.2M <0.01% -18,676 Timeline STXF 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: 129,432 shares; 2024Q4: 153,019 shares; 2025Q1: 175,662 shares; 2025Q2: 192,513 shares; 2025Q3: 226,419 shares; 2025Q4: 253,729 shares 253,729 $11.2M <0.01% +27,310 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,079 shares; 2024Q4: 308,173 shares; 2025Q1: 216,127 shares; 2025Q2: 188,386 shares; 2025Q3: 196,453 shares; 2025Q4: 250,739 shares 250,739 $11.2M <0.01% +54,286 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,230 shares; 2024Q4: 30,296 shares; 2025Q1: 41,750 shares; 2025Q2: 49,153 shares; 2025Q3: 45,924 shares; 2025Q4: 51,203 shares 51,203 $11.2M <0.01% +5,279 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,684 shares; 2025Q3: 266,973 shares; 2025Q4: 383,837 shares 383,837 $11.2M <0.01% +116,864 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,782 shares; 2024Q4: 292,754 shares; 2025Q1: 266,827 shares; 2025Q2: 248,723 shares; 2025Q3: 239,643 shares; 2025Q4: 232,071 shares 232,071 $11.1M <0.01% -7,572 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,543 shares; 2024Q4: 211,894 shares; 2025Q1: 161,647 shares; 2025Q2: 225,626 shares; 2025Q3: 289,330 shares; 2025Q4: 328,287 shares 328,287 $11.1M <0.01% +38,957 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,927 shares; 2024Q4: 1,045,187 shares; 2025Q1: 1,045,187 shares; 2025Q2: 1,008,187 shares; 2025Q3: 1,003,369 shares; 2025Q4: 971,769 shares 971,769 $11.1M <0.01% -31,600 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959,532 shares; 2024Q4: 1,880,185 shares; 2025Q1: 2,008,083 shares; 2025Q2: 1,802,719 shares; 2025Q3: 1,983,003 shares; 2025Q4: 2,092,012 shares 2,092,012 $11.1M <0.01% +109,009 Timeline RUSC 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: 299,560 shares; 2025Q3: 337,142 shares; 2025Q4: 356,123 shares 356,123 $11.1M <0.01% +18,981 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 441,373 shares 441,373 $11.1M <0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,207 shares; 2024Q4: 53,342 shares; 2025Q1: 69,112 shares; 2025Q2: 50,962 shares; 2025Q3: 59,984 shares; 2025Q4: 45,945 shares 45,945 $11.1M <0.01% -14,039 Timeline SMB 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: 651,001 shares; 2024Q4: 553,642 shares; 2025Q1: 504,161 shares; 2025Q2: 558,498 shares; 2025Q3: 594,531 shares; 2025Q4: 635,320 shares 635,320 $11.1M <0.01% +40,789 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,246 shares; 2024Q4: 201,539 shares; 2025Q1: 231,189 shares; 2025Q2: 243,251 shares; 2025Q3: 251,052 shares; 2025Q4: 258,624 shares 258,624 $11M <0.01% +7,572 Timeline GJUL 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: 32,820 shares; 2024Q4: 148,898 shares; 2025Q1: 161,411 shares; 2025Q2: 259,285 shares; 2025Q3: 256,234 shares; 2025Q4: 266,477 shares 266,477 $11M <0.01% +10,243 Timeline APMU 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: 47,162 shares; 2024Q4: 41,197 shares; 2025Q1: 51,214 shares; 2025Q2: 366,731 shares; 2025Q3: 396,874 shares; 2025Q4: 437,552 shares 437,552 $11M <0.01% +40,678 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,728 shares; 2024Q4: 304,183 shares; 2025Q1: 414,623 shares; 2025Q2: 397,549 shares; 2025Q3: 442,056 shares; 2025Q4: 437,004 shares 437,004 $11M <0.01% -5,052 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,379 shares; 2024Q4: 44,532 shares; 2025Q1: 48,782 shares; 2025Q2: 42,633 shares; 2025Q3: 116,652 shares; 2025Q4: 125,605 shares 125,605 $11M <0.01% +8,953 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,500 shares; 2024Q4: 127,184 shares; 2025Q1: 124,448 shares; 2025Q2: 126,521 shares; 2025Q3: 189,487 shares; 2025Q4: 308,623 shares 308,623 $10.9M <0.01% +119,136 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,286 shares; 2024Q4: 20,364 shares; 2025Q1: 25,133 shares; 2025Q2: 30,562 shares; 2025Q3: 28,799 shares; 2025Q4: 28,749 shares 28,749 $10.9M <0.01% -50 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,731 shares; 2024Q4: 43,791 shares; 2025Q1: 92,662 shares; 2025Q2: 119,410 shares; 2025Q3: 111,630 shares; 2025Q4: 149,320 shares 149,320 $10.9M <0.01% +37,690 Timeline TCHP 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: 14,793 shares; 2024Q4: 19,922 shares; 2025Q1: 33,518 shares; 2025Q2: 40,556 shares; 2025Q3: 68,799 shares; 2025Q4: 218,778 shares 218,778 $10.9M <0.01% +149,979 Timeline KBWD 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: 770,430 shares; 2024Q4: 741,390 shares; 2025Q1: 855,688 shares; 2025Q2: 925,509 shares; 2025Q3: 928,493 shares; 2025Q4: 796,679 shares 796,679 $10.9M <0.01% -131,814 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,258 shares; 2024Q4: 181,197 shares; 2025Q1: 182,764 shares; 2025Q2: 202,493 shares; 2025Q3: 231,098 shares; 2025Q4: 202,586 shares 202,586 $10.9M <0.01% -28,512 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,086 shares; 2024Q4: 29,086 shares; 2025Q1: 36,608 shares; 2025Q2: 44,712 shares; 2025Q3: 79,369 shares; 2025Q4: 574,020 shares 574,020 $10.9M <0.01% +494,651 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,869 shares; 2024Q4: 199,820 shares; 2025Q1: 183,177 shares; 2025Q2: 469,840 shares; 2025Q3: 487,388 shares; 2025Q4: 600,702 shares 600,702 $10.9M <0.01% +113,314 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,688 shares; 2024Q4: 116,744 shares; 2025Q1: 213,131 shares; 2025Q2: 222,140 shares; 2025Q3: 250,148 shares; 2025Q4: 266,535 shares 266,535 $10.9M <0.01% +16,387 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,793 shares; 2024Q4: 441,922 shares; 2025Q1: 468,638 shares; 2025Q2: 441,403 shares; 2025Q3: 247,850 shares; 2025Q4: 233,448 shares 233,448 $10.9M <0.01% -14,402 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,389 shares; 2024Q4: 223,371 shares; 2025Q1: 205,060 shares; 2025Q2: 225,992 shares; 2025Q3: 199,141 shares; 2025Q4: 165,854 shares 165,854 $10.8M <0.01% -33,287 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,641 shares; 2024Q4: 778,180 shares; 2025Q1: 953,632 shares; 2025Q2: 671,953 shares; 2025Q3: 972,196 shares; 2025Q4: 995,529 shares 995,529 $10.8M <0.01% +23,333 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,945 shares; 2024Q4: 163,391 shares; 2025Q1: 96,491 shares; 2025Q2: 102,149 shares; 2025Q3: 97,513 shares; 2025Q4: 202,479 shares 202,479 $10.8M <0.01% +104,966 Timeline QLV 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: 95,355 shares; 2024Q4: 108,503 shares; 2025Q1: 145,460 shares; 2025Q2: 151,820 shares; 2025Q3: 153,845 shares; 2025Q4: 149,162 shares 149,162 $10.7M <0.01% -4,683 Timeline CVSB 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: 126,915 shares; 2024Q4: 183,150 shares; 2025Q1: 151,943 shares; 2025Q2: 179,373 shares; 2025Q3: 185,577 shares; 2025Q4: 211,629 shares 211,629 $10.7M <0.01% +26,052 Timeline ECOW 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: 125,657 shares; 2024Q4: 134,649 shares; 2025Q1: 148,339 shares; 2025Q2: 314,469 shares; 2025Q3: 380,837 shares; 2025Q4: 439,429 shares 439,429 $10.7M <0.01% +58,592 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,932 shares; 2024Q4: 126,430 shares; 2025Q1: 138,024 shares; 2025Q2: 119,254 shares; 2025Q3: 136,159 shares; 2025Q4: 138,511 shares 138,511 $10.7M <0.01% +2,352 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,195 shares; 2024Q4: 592,683 shares; 2025Q1: 568,457 shares; 2025Q2: 752,992 shares; 2025Q3: 721,312 shares; 2025Q4: 642,322 shares 642,322 $10.7M <0.01% -78,990 Timeline FRTY 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: 12,756 shares; 2025Q3: 177,459 shares; 2025Q4: 507,945 shares 507,945 $10.7M <0.01% +330,486 Timeline CFA 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: 116,129 shares; 2024Q4: 122,744 shares; 2025Q1: 120,440 shares; 2025Q2: 119,159 shares; 2025Q3: 116,158 shares; 2025Q4: 117,370 shares 117,370 $10.7M <0.01% +1,212 Timeline IXP 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: 55,485 shares; 2024Q4: 56,143 shares; 2025Q1: 57,597 shares; 2025Q2: 66,129 shares; 2025Q3: 73,571 shares; 2025Q4: 88,079 shares 88,079 $10.7M <0.01% +14,508 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,896 shares; 2024Q4: 220,467 shares; 2025Q1: 224,963 shares; 2025Q2: 209,740 shares; 2025Q3: 210,754 shares; 2025Q4: 202,579 shares 202,579 $10.7M <0.01% -8,175 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,461 shares; 2024Q4: 592,578 shares; 2025Q1: 671,106 shares; 2025Q2: 747,666 shares; 2025Q3: 809,918 shares; 2025Q4: 1,022,240 shares 1,022,240 $10.7M <0.01% +212,322 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,031 shares; 2024Q4: 66,915 shares; 2025Q1: 56,976 shares; 2025Q2: 58,904 shares; 2025Q3: 67,869 shares; 2025Q4: 74,091 shares 74,091 $10.7M <0.01% +6,222 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,025 shares; 2024Q4: 30,843 shares; 2025Q1: 29,564 shares; 2025Q2: 22,242 shares; 2025Q3: 56,728 shares; 2025Q4: 51,281 shares 51,281 $10.6M <0.01% -5,447 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751,511 shares 751,511 $10.6M <0.01% new Timeline NUBD 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: 320,602 shares; 2024Q4: 443,751 shares; 2025Q1: 453,774 shares; 2025Q2: 481,528 shares; 2025Q3: 409,041 shares; 2025Q4: 474,351 shares 474,351 $10.6M <0.01% +65,310 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,058 shares; 2024Q4: 146,303 shares; 2025Q1: 134,316 shares; 2025Q2: 129,912 shares; 2025Q3: 124,877 shares; 2025Q4: 125,919 shares 125,919 $10.6M <0.01% +1,042 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,664 shares; 2024Q4: 75,653 shares; 2025Q1: 18,507 shares; 2025Q2: 193,103 shares; 2025Q3: 246,995 shares; 2025Q4: 275,467 shares 275,467 $10.6M <0.01% +28,472 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 15,804 shares; 2025Q1: 25,545 shares; 2025Q2: 102,754 shares; 2025Q3: 139,553 shares; 2025Q4: 192,749 shares 192,749 $10.6M <0.01% +53,196 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 7,838 shares; 2025Q1: 8,879 shares; 2025Q2: 64,633 shares; 2025Q3: 85,378 shares; 2025Q4: 105,244 shares 105,244 $10.6M <0.01% +19,866 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,338 shares; 2024Q4: 298,378 shares; 2025Q1: 338,907 shares; 2025Q2: 426,482 shares; 2025Q3: 413,656 shares; 2025Q4: 445,800 shares 445,800 $10.5M <0.01% +32,144 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,491 shares; 2024Q4: 338,110 shares; 2025Q1: 387,913 shares; 2025Q2: 388,657 shares; 2025Q3: 395,421 shares; 2025Q4: 410,264 shares 410,264 $10.5M <0.01% +14,843 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,084 shares; 2024Q4: 204,088 shares; 2025Q1: 222,688 shares; 2025Q2: 231,860 shares; 2025Q3: 247,460 shares; 2025Q4: 241,965 shares 241,965 $10.5M <0.01% -5,495 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941,752 shares; 2024Q4: 925,141 shares; 2025Q1: 960,855 shares; 2025Q2: 951,322 shares; 2025Q3: 980,282 shares; 2025Q4: 980,946 shares 980,946 $10.5M <0.01% +664 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,095 shares; 2024Q4: 670,785 shares; 2025Q1: 589,039 shares; 2025Q2: 663,639 shares; 2025Q3: 785,530 shares; 2025Q4: 792,531 shares 792,531 $10.5M <0.01% +7,001 Timeline SLX 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: 15,156 shares; 2024Q4: 14,992 shares; 2025Q1: 21,673 shares; 2025Q2: 23,232 shares; 2025Q3: 35,242 shares; 2025Q4: 122,968 shares 122,968 $10.4M <0.01% +87,726 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,324 shares; 2024Q4: 43,564 shares; 2025Q1: 47,432 shares; 2025Q2: 56,137 shares; 2025Q3: 55,785 shares; 2025Q4: 59,442 shares 59,442 $10.4M <0.01% +3,657 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,418 shares; 2024Q4: 75,130 shares; 2025Q1: 52,998 shares; 2025Q2: 58,965 shares; 2025Q3: 144,860 shares; 2025Q4: 152,119 shares 152,119 $10.4M <0.01% +7,259 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 4,447 shares; 2025Q1: 10,279 shares; 2025Q2: 11,662 shares; 2025Q3: 11,719 shares; 2025Q4: 44,594 shares 44,594 $10.4M <0.01% +32,875 Timeline KBWY 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: 517,189 shares; 2024Q4: 545,694 shares; 2025Q1: 593,978 shares; 2025Q2: 689,163 shares; 2025Q3: 712,204 shares; 2025Q4: 670,629 shares 670,629 $10.3M <0.01% -41,575 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,617 shares; 2024Q4: 73,579 shares; 2025Q1: 71,059 shares; 2025Q2: 73,741 shares; 2025Q3: 108,189 shares; 2025Q4: 126,150 shares 126,150 $10.3M <0.01% +17,961 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,127 shares; 2024Q4: 96,988 shares; 2025Q1: 87,216 shares; 2025Q2: 99,229 shares; 2025Q3: 114,008 shares; 2025Q4: 129,113 shares 129,113 $10.3M <0.01% +15,105 Timeline HAWX 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: 320,293 shares; 2024Q4: 417,378 shares; 2025Q1: 314,702 shares; 2025Q2: 248,812 shares; 2025Q3: 257,113 shares; 2025Q4: 261,667 shares 261,667 $10.3M <0.01% +4,554 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,144 shares; 2024Q4: 236,801 shares; 2025Q1: 200,348 shares; 2025Q2: 210,093 shares; 2025Q3: 243,477 shares; 2025Q4: 232,674 shares 232,674 $10.3M <0.01% -10,803 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,092 shares; 2024Q4: 14,384 shares; 2025Q1: 22,924 shares; 2025Q2: 131,277 shares; 2025Q3: 133,042 shares; 2025Q4: 134,917 shares 134,917 $10.3M <0.01% +1,875 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,724 shares; 2024Q4: 452,242 shares; 2025Q1: 532,899 shares; 2025Q2: 189,846 shares; 2025Q3: 963,543 shares; 2025Q4: 1,075,653 shares 1,075,653 $10.3M <0.01% +112,110 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,884 shares; 2024Q4: 496,314 shares; 2025Q1: 204,190 shares; 2025Q2: 224,619 shares; 2025Q3: 278,792 shares; 2025Q4: 344,939 shares 344,939 $10.3M <0.01% +66,147 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,035 shares; 2024Q4: 62,951 shares; 2025Q1: 62,735 shares; 2025Q2: 66,750 shares; 2025Q3: 56,325 shares; 2025Q4: 96,034 shares 96,034 $10.3M <0.01% +39,709 Timeline FEMS 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: 420,255 shares; 2024Q4: 424,504 shares; 2025Q1: 427,432 shares; 2025Q2: 411,052 shares; 2025Q3: 364,441 shares; 2025Q4: 244,219 shares 244,219 $10.3M <0.01% -120,222 Timeline SRET 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: 394,215 shares; 2024Q4: 364,064 shares; 2025Q1: 397,106 shares; 2025Q2: 432,435 shares; 2025Q3: 430,297 shares; 2025Q4: 471,040 shares 471,040 $10.3M <0.01% +40,743 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,433 shares; 2024Q4: 201,296 shares; 2025Q1: 273,394 shares; 2025Q2: 432,743 shares; 2025Q3: 567,274 shares; 2025Q4: 723,813 shares 723,813 $10.3M <0.01% +156,539 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,081 shares; 2024Q4: 94,152 shares; 2025Q1: 108,649 shares; 2025Q2: 117,223 shares; 2025Q3: 114,958 shares; 2025Q4: 104,847 shares 104,847 $10.3M <0.01% -10,111 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,991 shares; 2024Q4: 200,671 shares; 2025Q1: 218,262 shares; 2025Q2: 322,779 shares; 2025Q3: 1,410,743 shares; 2025Q4: 1,752,926 shares 1,752,926 $10.2M <0.01% +342,183 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,531 shares; 2024Q4: 23,318 shares; 2025Q1: 31,669 shares; 2025Q2: 29,888 shares; 2025Q3: 36,184 shares; 2025Q4: 42,356 shares 42,356 $10.2M <0.01% +6,172 Timeline MOO 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: 185,531 shares; 2024Q4: 148,008 shares; 2025Q1: 144,253 shares; 2025Q2: 218,449 shares; 2025Q3: 142,875 shares; 2025Q4: 140,139 shares 140,139 $10.2M <0.01% -2,736 Timeline QIG 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: 193,938 shares; 2024Q4: 206,052 shares; 2025Q1: 205,639 shares; 2025Q2: 210,232 shares; 2025Q3: 220,930 shares; 2025Q4: 226,168 shares 226,168 $10.2M <0.01% +5,238 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,846 shares; 2024Q4: 68,491 shares; 2025Q1: 76,057 shares; 2025Q2: 51,070 shares; 2025Q3: 59,167 shares; 2025Q4: 67,490 shares 67,490 $10.2M <0.01% +8,323 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,300 shares; 2024Q4: 249,918 shares; 2025Q1: 308,288 shares; 2025Q2: 346,177 shares; 2025Q3: 351,080 shares; 2025Q4: 420,194 shares 420,194 $10.2M <0.01% +69,114 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,409 shares; 2024Q4: 490,356 shares; 2025Q1: 375,005 shares; 2025Q2: 214,675 shares; 2025Q3: 139,975 shares; 2025Q4: 154,100 shares 154,100 $10.2M <0.01% +14,125 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,522 shares; 2024Q4: 81,526 shares; 2025Q1: 82,960 shares; 2025Q2: 94,606 shares; 2025Q3: 154,095 shares; 2025Q4: 320,434 shares 320,434 $10.1M <0.01% +166,339 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,486 shares; 2024Q4: 372,800 shares; 2025Q1: 387,581 shares; 2025Q2: 399,349 shares; 2025Q3: 434,589 shares; 2025Q4: 460,052 shares 460,052 $10.1M <0.01% +25,463 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,998 shares; 2024Q4: 112,256 shares; 2025Q1: 115,799 shares; 2025Q2: 122,113 shares; 2025Q3: 146,893 shares; 2025Q4: 118,870 shares 118,870 $10.1M <0.01% -28,023 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875,567 shares 875,567 $10.1M <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,858 shares; 2024Q4: 141,604 shares; 2025Q1: 148,261 shares; 2025Q2: 138,091 shares; 2025Q3: 135,042 shares; 2025Q4: 123,417 shares 123,417 $10.1M <0.01% -11,625 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,212 shares; 2024Q4: 140,955 shares; 2025Q1: 166,781 shares; 2025Q2: 423,984 shares; 2025Q3: 438,831 shares; 2025Q4: 432,561 shares 432,561 $10.1M <0.01% -6,270 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,620 shares; 2024Q4: 45,184 shares; 2025Q1: 67,068 shares; 2025Q2: 75,912 shares; 2025Q3: 93,018 shares; 2025Q4: 73,769 shares 73,769 $10.1M <0.01% -19,249 Timeline NBSM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,243 shares; 2025Q1: 107,921 shares; 2025Q2: 294,669 shares; 2025Q3: 403,584 shares; 2025Q4: 398,165 shares 398,165 $10M <0.01% -5,419 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,659 shares; 2024Q4: 27,557 shares; 2025Q1: 28,338 shares; 2025Q2: 28,476 shares; 2025Q3: 31,899 shares; 2025Q4: 29,793 shares 29,793 $10M <0.01% -2,106 Timeline GNR 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: 161,653 shares; 2024Q4: 158,206 shares; 2025Q1: 202,937 shares; 2025Q2: 160,626 shares; 2025Q3: 151,902 shares; 2025Q4: 161,465 shares 161,465 $10M <0.01% +9,563 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219,517 shares; 2024Q4: 1,222,614 shares; 2025Q1: 1,311,417 shares; 2025Q2: 1,344,583 shares; 2025Q3: 1,041,165 shares; 2025Q4: 1,043,192 shares 1,043,192 $10M <0.01% +2,027 Timeline LOUP 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: 7,079 shares; 2024Q4: 7,129 shares; 2025Q1: 21,094 shares; 2025Q2: 45,512 shares; 2025Q3: 87,660 shares; 2025Q4: 130,583 shares 130,583 $9.98M <0.01% +42,923 Timeline KOMP 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: 74,090 shares; 2024Q4: 191,658 shares; 2025Q1: 192,723 shares; 2025Q2: 127,668 shares; 2025Q3: 137,814 shares; 2025Q4: 166,867 shares 166,867 $9.97M <0.01% +29,053 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,010 shares; 2024Q4: 66,080 shares; 2025Q1: 64,600 shares; 2025Q2: 90,519 shares; 2025Q3: 193,939 shares; 2025Q4: 254,632 shares 254,632 $9.96M <0.01% +60,693 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,046 shares; 2024Q4: 99,206 shares; 2025Q1: 105,638 shares; 2025Q2: 104,394 shares; 2025Q3: 105,627 shares; 2025Q4: 100,594 shares 100,594 $9.94M <0.01% -5,033 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 11,952 shares; 2025Q1: 42,408 shares; 2025Q2: 54,675 shares; 2025Q3: 62,669 shares; 2025Q4: 141,071 shares 141,071 $9.93M <0.01% +78,402 Timeline ENFR 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: 133,507 shares; 2024Q4: 224,097 shares; 2025Q1: 280,968 shares; 2025Q2: 323,169 shares; 2025Q3: 367,280 shares; 2025Q4: 315,542 shares 315,542 $9.93M <0.01% -51,738 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,252 shares; 2024Q4: 143,759 shares; 2025Q1: 136,872 shares; 2025Q2: 134,848 shares; 2025Q3: 141,923 shares; 2025Q4: 145,624 shares 145,624 $9.92M <0.01% +3,701 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,586 shares; 2024Q4: 41,596 shares; 2025Q1: 60,073 shares; 2025Q2: 52,368 shares; 2025Q3: 53,298 shares; 2025Q4: 43,351 shares 43,351 $9.92M <0.01% -9,947 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233,395 shares; 2024Q4: 1,048,411 shares; 2025Q1: 1,154,702 shares; 2025Q2: 1,190,266 shares; 2025Q3: 1,123,833 shares; 2025Q4: 1,092,812 shares 1,092,812 $9.9M <0.01% -31,021 Timeline IGOV 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: 47,607 shares; 2024Q4: 105,612 shares; 2025Q1: 106,875 shares; 2025Q2: 183,866 shares; 2025Q3: 106,916 shares; 2025Q4: 237,641 shares 237,641 $9.9M <0.01% +130,725 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,474 shares; 2024Q4: 581,965 shares; 2025Q1: 674,783 shares; 2025Q2: 539,255 shares; 2025Q3: 592,878 shares; 2025Q4: 786,784 shares 786,784 $9.9M <0.01% +193,906 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,347 shares; 2024Q4: 38,784 shares; 2025Q1: 31,229 shares; 2025Q2: 35,990 shares; 2025Q3: 55,419 shares; 2025Q4: 63,375 shares 63,375 $9.9M <0.01% +7,956 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127,401 shares; 2024Q4: 1,109,166 shares; 2025Q1: 1,138,700 shares; 2025Q2: 1,184,073 shares; 2025Q3: 1,307,022 shares; 2025Q4: 1,314,714 shares 1,314,714 $9.86M <0.01% +7,692 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748,004 shares; 2024Q4: 962,075 shares; 2025Q1: 723,444 shares; 2025Q2: 764,110 shares; 2025Q3: 786,907 shares; 2025Q4: 862,723 shares 862,723 $9.85M <0.01% +75,816 Timeline MOTI 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: 277,016 shares; 2024Q4: 202,436 shares; 2025Q1: 209,425 shares; 2025Q2: 232,882 shares; 2025Q3: 244,768 shares; 2025Q4: 267,817 shares 267,817 $9.82M <0.01% +23,049 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,459 shares; 2024Q4: 423,159 shares; 2025Q1: 460,267 shares; 2025Q2: 451,662 shares; 2025Q3: 414,763 shares; 2025Q4: 429,814 shares 429,814 $9.81M <0.01% +15,051 Timeline EWT 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: 428,708 shares; 2024Q4: 464,978 shares; 2025Q1: 452,414 shares; 2025Q2: 434,612 shares; 2025Q3: 165,878 shares; 2025Q4: 154,364 shares 154,364 $9.81M <0.01% -11,514 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,886 shares; 2024Q4: 67,135 shares; 2025Q1: 61,072 shares; 2025Q2: 90,922 shares; 2025Q3: 124,509 shares; 2025Q4: 152,314 shares 152,314 $9.8M <0.01% +27,805 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,216 shares; 2024Q4: 74,250 shares; 2025Q1: 56,867 shares; 2025Q2: 68,737 shares; 2025Q3: 65,148 shares; 2025Q4: 72,125 shares 72,125 $9.8M <0.01% +6,977 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,978 shares; 2024Q4: 97,958 shares; 2025Q1: 98,701 shares; 2025Q2: 240,971 shares; 2025Q3: 315,761 shares; 2025Q4: 301,271 shares 301,271 $9.78M <0.01% -14,490 Timeline PBW 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: 65,747 shares; 2024Q4: 55,394 shares; 2025Q1: 49,683 shares; 2025Q2: 52,579 shares; 2025Q3: 192,931 shares; 2025Q4: 320,122 shares 320,122 $9.78M <0.01% +127,191 Timeline PPH 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: 92,527 shares; 2024Q4: 57,373 shares; 2025Q1: 48,486 shares; 2025Q2: 48,228 shares; 2025Q3: 38,265 shares; 2025Q4: 94,744 shares 94,744 $9.77M <0.01% +56,479 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,773 shares; 2024Q4: 202,712 shares; 2025Q1: 200,952 shares; 2025Q2: 203,554 shares; 2025Q3: 219,778 shares; 2025Q4: 224,658 shares 224,658 $9.76M <0.01% +4,880 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,275 shares; 2024Q4: 300,944 shares; 2025Q1: 580,100 shares; 2025Q2: 714,638 shares; 2025Q3: 638,804 shares; 2025Q4: 557,129 shares 557,129 $9.75M <0.01% -81,675 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,220 shares; 2024Q4: 60,699 shares; 2025Q1: 48,734 shares; 2025Q2: 55,727 shares; 2025Q3: 54,249 shares; 2025Q4: 88,153 shares 88,153 $9.73M <0.01% +33,904 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,813 shares; 2024Q4: 101,291 shares; 2025Q1: 89,801 shares; 2025Q2: 156,388 shares; 2025Q3: 206,387 shares; 2025Q4: 154,369 shares 154,369 $9.72M <0.01% -52,018 Timeline WDIV 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: 101,362 shares; 2024Q4: 104,658 shares; 2025Q1: 110,546 shares; 2025Q2: 110,394 shares; 2025Q3: 125,652 shares; 2025Q4: 128,830 shares 128,830 $9.72M <0.01% +3,178 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,007 shares; 2025Q1: 9,812 shares; 2025Q2: 9,513 shares; 2025Q3: 9,284 shares; 2025Q4: 8,837 shares 8,837 $9.71M <0.01% -447 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,620 shares; 2024Q4: 297,768 shares; 2025Q1: 306,073 shares; 2025Q2: 393,673 shares; 2025Q3: 405,267 shares; 2025Q4: 423,777 shares 423,777 $9.71M <0.01% +18,510 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,236 shares; 2024Q4: 94,888 shares; 2025Q1: 88,703 shares; 2025Q2: 100,821 shares; 2025Q3: 144,382 shares; 2025Q4: 47,491 shares 47,491 $9.7M <0.01% -96,891 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,231 shares; 2024Q4: 308,005 shares; 2025Q1: 201,641 shares; 2025Q2: 199,499 shares; 2025Q3: 188,051 shares; 2025Q4: 184,973 shares 184,973 $9.7M <0.01% -3,078 Timeline VSGX 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: 108,274 shares; 2024Q4: 120,145 shares; 2025Q1: 116,713 shares; 2025Q2: 118,257 shares; 2025Q3: 131,461 shares; 2025Q4: 135,107 shares 135,107 $9.68M <0.01% +3,646 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,640 shares; 2024Q4: 32,579 shares; 2025Q1: 35,005 shares; 2025Q2: 39,991 shares; 2025Q3: 44,642 shares; 2025Q4: 37,683 shares 37,683 $9.65M <0.01% -6,959 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,275 shares; 2024Q4: 336,267 shares; 2025Q1: 220,032 shares; 2025Q2: 204,156 shares; 2025Q3: 229,648 shares; 2025Q4: 220,402 shares 220,402 $9.64M <0.01% -9,246 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 26,142 shares; 2025Q1: 29,595 shares; 2025Q2: 28,963 shares; 2025Q3: 31,273 shares; 2025Q4: 30,777 shares 30,777 $9.64M <0.01% -496 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,220 shares; 2025Q1: 30,822 shares; 2025Q2: 14,121 shares; 2025Q3: 22,538 shares; 2025Q4: 16,542 shares 16,542 $9.63M <0.01% -5,996 Timeline IBND 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: 78,071 shares; 2024Q4: 162,294 shares; 2025Q1: 83,023 shares; 2025Q2: 144,021 shares; 2025Q3: 356,902 shares; 2025Q4: 299,477 shares 299,477 $9.62M <0.01% -57,425 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,429 shares; 2024Q4: 630,153 shares; 2025Q1: 635,769 shares; 2025Q2: 713,628 shares; 2025Q3: 769,631 shares; 2025Q4: 882,174 shares 882,174 $9.62M <0.01% +112,543 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,519 shares; 2024Q4: 527,610 shares; 2025Q1: 444,077 shares; 2025Q2: 401,392 shares; 2025Q3: 429,836 shares; 2025Q4: 426,296 shares 426,296 $9.6M <0.01% -3,540 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,547 shares; 2024Q4: 381,593 shares; 2025Q1: 392,153 shares; 2025Q2: 382,327 shares; 2025Q3: 395,864 shares; 2025Q4: 409,530 shares 409,530 $9.59M <0.01% +13,666 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,504 shares; 2024Q4: 197,274 shares; 2025Q1: 207,377 shares; 2025Q2: 192,035 shares; 2025Q3: 187,520 shares; 2025Q4: 183,232 shares 183,232 $9.57M <0.01% -4,288 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 4,646 shares; 2025Q1: 5,404 shares; 2025Q2: 5,856 shares; 2025Q3: 6,753 shares; 2025Q4: 6,864 shares 6,864 $9.57M <0.01% +111 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,521 shares; 2024Q4: 163,226 shares; 2025Q1: 165,454 shares; 2025Q2: 172,414 shares; 2025Q3: 180,003 shares; 2025Q4: 195,059 shares 195,059 $9.56M <0.01% +15,056 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,153 shares; 2024Q4: 36,808 shares; 2025Q1: 35,718 shares; 2025Q2: 34,670 shares; 2025Q3: 29,166 shares; 2025Q4: 29,982 shares 29,982 $9.56M <0.01% +816 Timeline EMQQ 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: 208,113 shares; 2024Q4: 214,332 shares; 2025Q1: 200,133 shares; 2025Q2: 231,048 shares; 2025Q3: 231,744 shares; 2025Q4: 236,479 shares 236,479 $9.54M <0.01% +4,735 Timeline FCEF 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: 146,141 shares; 2024Q4: 157,699 shares; 2025Q1: 232,822 shares; 2025Q2: 231,873 shares; 2025Q3: 422,110 shares; 2025Q4: 415,261 shares 415,261 $9.54M <0.01% -6,849 Timeline THNQ 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: 49,129 shares; 2024Q4: 58,455 shares; 2025Q1: 66,085 shares; 2025Q2: 110,834 shares; 2025Q3: 148,422 shares; 2025Q4: 150,010 shares 150,010 $9.52M <0.01% +1,588 Timeline RWO 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: 216,945 shares; 2024Q4: 240,190 shares; 2025Q1: 183,833 shares; 2025Q2: 183,742 shares; 2025Q3: 208,146 shares; 2025Q4: 211,253 shares 211,253 $9.51M <0.01% +3,107 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,974 shares; 2024Q4: 42,070 shares; 2025Q1: 38,329 shares; 2025Q2: 41,425 shares; 2025Q3: 42,921 shares; 2025Q4: 120,786 shares 120,786 $9.5M <0.01% +77,865 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,159 shares; 2024Q4: 13,363 shares; 2025Q1: 16,787 shares; 2025Q2: 18,735 shares; 2025Q3: 20,903 shares; 2025Q4: 20,913 shares 20,913 $9.49M <0.01% +10 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,637 shares; 2024Q4: 282,020 shares; 2025Q1: 350,961 shares; 2025Q2: 393,067 shares; 2025Q3: 405,400 shares; 2025Q4: 501,067 shares 501,067 $9.49M <0.01% +95,667 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,191 shares; 2024Q4: 217,114 shares; 2025Q1: 594,485 shares; 2025Q2: 605,466 shares; 2025Q3: 640,750 shares; 2025Q4: 735,756 shares 735,756 $9.48M <0.01% +95,006 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 3,633 shares; 2025Q1: 3,537 shares; 2025Q2: 4,379 shares; 2025Q3: 4,638 shares; 2025Q4: 4,419 shares 4,419 $9.48M <0.01% -219 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,330 shares; 2024Q4: 124,587 shares; 2025Q1: 110,511 shares; 2025Q2: 139,843 shares; 2025Q3: 160,286 shares; 2025Q4: 209,368 shares 209,368 $9.47M <0.01% +49,082 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,735 shares; 2024Q4: 24,588 shares; 2025Q1: 24,378 shares; 2025Q2: 25,867 shares; 2025Q3: 32,288 shares; 2025Q4: 48,121 shares 48,121 $9.47M <0.01% +15,833 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,615 shares; 2024Q4: 142,015 shares; 2025Q1: 187,380 shares; 2025Q2: 171,086 shares; 2025Q3: 159,936 shares; 2025Q4: 99,085 shares 99,085 $9.45M <0.01% -60,851 Timeline SPVM 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: 70,580 shares; 2024Q4: 73,515 shares; 2025Q1: 81,582 shares; 2025Q2: 109,725 shares; 2025Q3: 115,905 shares; 2025Q4: 139,258 shares 139,258 $9.44M <0.01% +23,353 Timeline PMAR 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: 44,329 shares; 2024Q4: 44,921 shares; 2025Q1: 159,870 shares; 2025Q2: 171,387 shares; 2025Q3: 196,546 shares; 2025Q4: 209,851 shares 209,851 $9.43M <0.01% +13,305 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,111 shares; 2024Q4: 1,624,495 shares; 2025Q1: 1,620,897 shares; 2025Q2: 1,777,420 shares; 2025Q3: 1,889,877 shares; 2025Q4: 1,937,118 shares 1,937,118 $9.41M <0.01% +47,241 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,820 shares; 2024Q4: 200,024 shares; 2025Q1: 223,951 shares; 2025Q2: 218,519 shares; 2025Q3: 236,635 shares; 2025Q4: 243,521 shares 243,521 $9.41M <0.01% +6,886 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,602 shares; 2024Q4: 208,996 shares; 2025Q1: 237,871 shares; 2025Q2: 262,135 shares; 2025Q3: 326,925 shares; 2025Q4: 368,068 shares 368,068 $9.4M <0.01% +41,143 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,208 shares; 2024Q4: 106,980 shares; 2025Q1: 94,919 shares; 2025Q2: 92,234 shares; 2025Q3: 86,330 shares; 2025Q4: 85,666 shares 85,666 $9.39M <0.01% -664 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,038 shares; 2024Q4: 177,939 shares; 2025Q1: 184,925 shares; 2025Q2: 190,659 shares; 2025Q3: 196,329 shares; 2025Q4: 179,123 shares 179,123 $9.39M <0.01% -17,206 Timeline PJUN 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: 81,876 shares; 2024Q4: 77,147 shares; 2025Q1: 178,233 shares; 2025Q2: 196,618 shares; 2025Q3: 201,929 shares; 2025Q4: 224,057 shares 224,057 $9.38M <0.01% +22,128 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,918 shares; 2024Q4: 163,719 shares; 2025Q1: 203,785 shares; 2025Q2: 233,629 shares; 2025Q3: 289,375 shares; 2025Q4: 368,610 shares 368,610 $9.38M <0.01% +79,235 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,627 shares; 2024Q4: 96,080 shares; 2025Q1: 97,879 shares; 2025Q2: 105,276 shares; 2025Q3: 118,055 shares; 2025Q4: 126,060 shares 126,060 $9.36M <0.01% +8,005 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,774 shares; 2024Q4: 430,086 shares; 2025Q1: 414,519 shares; 2025Q2: 426,683 shares; 2025Q3: 441,236 shares; 2025Q4: 405,574 shares 405,574 $9.34M <0.01% -35,662 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,153 shares; 2024Q4: 86,095 shares; 2025Q1: 90,584 shares; 2025Q2: 100,017 shares; 2025Q3: 96,392 shares; 2025Q4: 108,217 shares 108,217 $9.34M <0.01% +11,825 Timeline BUFT 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: 254,031 shares; 2024Q4: 357,950 shares; 2025Q1: 377,793 shares; 2025Q2: 212,630 shares; 2025Q3: 321,341 shares; 2025Q4: 378,925 shares 378,925 $9.32M <0.01% +57,584 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,999 shares; 2024Q4: 32,449 shares; 2025Q1: 33,003 shares; 2025Q2: 34,788 shares; 2025Q3: 36,565 shares; 2025Q4: 38,892 shares 38,892 $9.32M <0.01% +2,327 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,782 shares; 2024Q4: 539,522 shares; 2025Q1: 545,184 shares; 2025Q2: 532,542 shares; 2025Q3: 536,348 shares; 2025Q4: 504,352 shares 504,352 $9.31M <0.01% -31,996 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,854 shares; 2024Q4: 12,833 shares; 2025Q1: 172,147 shares; 2025Q2: 234,833 shares; 2025Q3: 284,159 shares; 2025Q4: 271,965 shares 271,965 $9.31M <0.01% -12,194 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,295 shares; 2024Q4: 57,352 shares; 2025Q1: 74,974 shares; 2025Q2: 99,989 shares; 2025Q3: 112,808 shares; 2025Q4: 107,657 shares 107,657 $9.31M <0.01% -5,151 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,324 shares; 2024Q4: 881,387 shares; 2025Q1: 556,109 shares; 2025Q2: 515,664 shares; 2025Q3: 477,936 shares; 2025Q4: 388,647 shares 388,647 $9.3M <0.01% -89,289 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,321 shares; 2024Q4: 26,732 shares; 2025Q1: 27,961 shares; 2025Q2: 51,731 shares; 2025Q3: 167,517 shares; 2025Q4: 251,306 shares 251,306 $9.3M <0.01% +83,789 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 7,157 shares; 2025Q1: 6,760 shares; 2025Q2: 6,854 shares; 2025Q3: 7,289 shares; 2025Q4: 7,661 shares 7,661 $9.29M <0.01% +372 VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,819 shares; 2024Q4: 438,904 shares; 2025Q1: 542,278 shares; 2025Q2: 203,215 shares; 2025Q3: 830,457 shares; 2025Q4: 960,745 shares 960,745 $9.27M <0.01% +130,288 Timeline TRPA 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: 485,280 shares; 2024Q4: 492,696 shares; 2025Q1: 528,473 shares; 2025Q2: 302,382 shares; 2025Q3: 358,154 shares; 2025Q4: 238,086 shares 238,086 $9.26M <0.01% -120,068 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,228 shares; 2024Q4: 874,447 shares; 2025Q1: 1,584,157 shares; 2025Q2: 1,543,762 shares; 2025Q3: 1,517,501 shares; 2025Q4: 1,505,912 shares 1,505,912 $9.26M <0.01% -11,589 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,128 shares; 2024Q4: 121,941 shares; 2025Q1: 112,770 shares; 2025Q2: 118,264 shares; 2025Q3: 116,879 shares; 2025Q4: 122,258 shares 122,258 $9.21M <0.01% +5,379 Timeline