VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,274 shares; 2024Q4: 71,266 shares; 2025Q1: 71,126 shares; 2025Q2: 90,931 shares; 2025Q3: 94,371 shares; 2025Q4: 97,635 shares 97,635 $8.16M 0.03% +3,264 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 85,207 shares; 2025Q1: 99,330 shares; 2025Q2: 177,883 shares; 2025Q3: 243,155 shares; 2025Q4: 359,700 shares 359,700 $8.14M 0.03% +116,545 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 65,842 shares; 2025Q1: 10,618 shares; 2025Q2: 50,337 shares; 2025Q3: 50,547 shares; 2025Q4: 91,286 shares 91,286 $8.14M 0.03% +40,739 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,645 shares; 2024Q4: 43,091 shares; 2025Q1: 46,448 shares; 2025Q2: 49,867 shares; 2025Q3: 52,431 shares; 2025Q4: 53,487 shares 53,487 $8.13M 0.03% +1,056 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,887 shares; 2024Q4: 221,359 shares; 2025Q1: 236,906 shares; 2025Q2: 257,106 shares; 2025Q3: 270,744 shares; 2025Q4: 283,385 shares 283,385 $8.11M 0.03% +12,641 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,126 shares; 2024Q4: 26,658 shares; 2025Q1: 38,343 shares; 2025Q2: 30,972 shares; 2025Q3: 34,417 shares; 2025Q4: 49,745 shares 49,745 $8.1M 0.03% +15,328 Timeline FTGS 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: 88,477 shares; 2024Q4: 158,499 shares; 2025Q1: 192,099 shares; 2025Q2: 193,833 shares; 2025Q3: 196,094 shares; 2025Q4: 226,754 shares 226,754 $8.02M 0.03% +30,660 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 146,101 shares; 2025Q3: 137,959 shares; 2025Q4: 164,316 shares 164,316 $8M 0.03% +26,357 Timeline DISV 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: 374,182 shares; 2024Q4: 368,186 shares; 2025Q1: 322,274 shares; 2025Q2: 317,056 shares; 2025Q3: 291,124 shares; 2025Q4: 209,712 shares 209,712 $7.97M 0.03% -81,412 Timeline AVUS 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: 41,742 shares; 2024Q4: 49,427 shares; 2025Q1: 86,142 shares; 2025Q2: 79,298 shares; 2025Q3: 74,531 shares; 2025Q4: 70,831 shares 70,831 $7.92M 0.03% -3,700 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 15,523 shares; 2025Q1: 15,584 shares; 2025Q2: 16,490 shares; 2025Q3: 18,300 shares; 2025Q4: 17,777 shares 17,777 $7.9M 0.03% -523 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 12,651 shares; 2025Q1: 10,943 shares; 2025Q2: 11,929 shares; 2025Q3: 11,718 shares; 2025Q4: 17,335 shares 17,335 $7.86M 0.03% +5,617 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,261 shares; 2025Q1: 9,068 shares; 2025Q2: 9,893 shares; 2025Q3: 15,924 shares; 2025Q4: 18,250 shares 18,250 $7.7M 0.03% +2,326 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 2,800 shares; 2025Q1: 2,040 shares; 2025Q2: 1,938 shares; 2025Q3: 4,032 shares; 2025Q4: 9,920 shares 9,920 $7.66M 0.03% +5,888 Timeline KNG 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: 244,779 shares; 2024Q4: 236,567 shares; 2025Q1: 166,756 shares; 2025Q2: 166,505 shares; 2025Q3: 172,166 shares; 2025Q4: 155,523 shares 155,523 $7.64M 0.03% -16,643 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 13,571 shares; 2025Q1: 13,717 shares; 2025Q2: 13,409 shares; 2025Q3: 13,145 shares; 2025Q4: 19,645 shares 19,645 $7.6M 0.03% +6,500 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,344 shares; 2024Q4: 121,590 shares; 2025Q1: 130,858 shares; 2025Q2: 27,889 shares; 2025Q3: 28,537 shares; 2025Q4: 32,877 shares 32,877 $7.57M 0.03% +4,340 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,390 shares; 2024Q4: 59,261 shares; 2025Q1: 56,712 shares; 2025Q2: 69,660 shares; 2025Q3: 77,690 shares; 2025Q4: 77,302 shares 77,302 $7.56M 0.03% -388 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 13,447 shares; 2025Q1: 12,264 shares; 2025Q2: 9,523 shares; 2025Q3: 21,012 shares; 2025Q4: 74,809 shares 74,809 $7.54M 0.03% +53,797 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030,736 shares; 2024Q4: 1,572,636 shares; 2025Q1: 1,495,732 shares; 2025Q2: 1,266,678 shares; 2025Q3: 323,363 shares; 2025Q4: 335,732 shares 335,732 $7.51M 0.03% +12,369 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,164 shares; 2024Q4: 44,478 shares; 2025Q1: 68,360 shares; 2025Q2: 73,853 shares; 2025Q3: 82,273 shares; 2025Q4: 108,533 shares 108,533 $7.45M 0.03% +26,260 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,600 shares; 2024Q4: 112,618 shares; 2025Q1: 95,645 shares; 2025Q2: 102,371 shares; 2025Q3: 104,814 shares; 2025Q4: 100,174 shares 100,174 $7.44M 0.03% -4,640 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,723 shares; 2024Q4: 58,207 shares; 2025Q1: 67,263 shares; 2025Q2: 69,682 shares; 2025Q3: 78,893 shares; 2025Q4: 111,510 shares 111,510 $7.41M 0.03% +32,617 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,785 shares; 2024Q4: 443,915 shares; 2025Q1: 514,983 shares; 2025Q2: 440,360 shares; 2025Q3: 394,753 shares; 2025Q4: 385,612 shares 385,612 $7.4M 0.03% -9,141 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 11,280 shares; 2025Q1: 50,425 shares; 2025Q2: 28,520 shares; 2025Q3: 33,306 shares; 2025Q4: 33,628 shares 33,628 $7.38M 0.03% +322 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,115 shares; 2024Q4: 70,992 shares; 2025Q1: 68,931 shares; 2025Q2: 69,157 shares; 2025Q3: 89,219 shares; 2025Q4: 125,494 shares 125,494 $7.35M 0.03% +36,275 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,933 shares; 2025Q4: 144,780 shares 144,780 $7.35M 0.03% +31,847 Timeline IUSG 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: 39,974 shares; 2024Q4: 41,277 shares; 2025Q1: 42,255 shares; 2025Q2: 44,097 shares; 2025Q3: 46,042 shares; 2025Q4: 43,624 shares 43,624 $7.33M 0.03% -2,418 Timeline AVDV 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: 95,960 shares; 2024Q4: 101,224 shares; 2025Q1: 127,479 shares; 2025Q2: 56,278 shares; 2025Q3: 54,168 shares; 2025Q4: 77,833 shares 77,833 $7.31M 0.03% +23,665 Timeline AFOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,028 shares; 2025Q3: 212,028 shares; 2025Q4: 212,255 shares 212,255 $7.3M 0.03% +227 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: 442,419 shares; 2024Q4: 380,673 shares; 2025Q1: 331,083 shares; 2025Q2: 318,748 shares; 2025Q3: 300,112 shares; 2025Q4: 229,327 shares 229,327 $7.26M 0.03% -70,785 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,800 shares; 2024Q4: 17,245 shares; 2025Q1: 42,456 shares; 2025Q2: 41,683 shares; 2025Q3: 39,240 shares; 2025Q4: 45,435 shares 45,435 $7.24M 0.03% +6,195 Timeline IGM 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: 77,346 shares; 2024Q4: 77,016 shares; 2025Q1: 73,530 shares; 2025Q2: 72,211 shares; 2025Q3: 92,014 shares; 2025Q4: 55,651 shares 55,651 $7.19M 0.03% -36,363 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,335 shares; 2024Q4: 51,763 shares; 2025Q1: 52,113 shares; 2025Q2: 60,355 shares; 2025Q3: 54,826 shares; 2025Q4: 49,928 shares 49,928 $7.16M 0.03% -4,898 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,822 shares; 2024Q4: 68,377 shares; 2025Q1: 92,845 shares; 2025Q2: 90,793 shares; 2025Q3: 112,448 shares; 2025Q4: 86,719 shares 86,719 $7.15M 0.03% -25,729 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,009 shares; 2024Q4: 26,091 shares; 2025Q1: 28,152 shares; 2025Q2: 28,123 shares; 2025Q3: 31,666 shares; 2025Q4: 34,261 shares 34,261 $7.13M 0.03% +2,595 Timeline FNDF 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: 77,092 shares; 2024Q4: 80,164 shares; 2025Q1: 85,714 shares; 2025Q2: 99,351 shares; 2025Q3: 99,318 shares; 2025Q4: 157,673 shares 157,673 $7.13M 0.03% +58,355 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: 92,105 shares; 2024Q4: 72,739 shares; 2025Q1: 59,205 shares; 2025Q2: 52,451 shares; 2025Q3: 47,694 shares; 2025Q4: 45,788 shares 45,788 $7.09M 0.03% -1,906 Timeline URA 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: 24,947 shares; 2024Q4: 122,509 shares; 2025Q1: 130,779 shares; 2025Q2: 100,771 shares; 2025Q3: 137,988 shares; 2025Q4: 165,895 shares 165,895 $7.09M 0.03% +27,907 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,609 shares; 2024Q4: 68,846 shares; 2025Q1: 72,041 shares; 2025Q2: 73,532 shares; 2025Q3: 71,877 shares; 2025Q4: 74,710 shares 74,710 $7.05M 0.03% +2,833 Timeline IGV 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: 86,968 shares; 2024Q4: 93,742 shares; 2025Q1: 98,311 shares; 2025Q2: 89,217 shares; 2025Q3: 96,484 shares; 2025Q4: 66,678 shares 66,678 $7.05M 0.03% -29,806 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,860 shares; 2024Q4: 49,150 shares; 2025Q1: 50,395 shares; 2025Q2: 62,910 shares; 2025Q3: 70,846 shares; 2025Q4: 77,291 shares 77,291 $6.99M 0.03% +6,445 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,961 shares; 2024Q4: 26,272 shares; 2025Q1: 28,539 shares; 2025Q2: 27,480 shares; 2025Q3: 36,135 shares; 2025Q4: 35,926 shares 35,926 $6.98M 0.03% -209 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,113 shares; 2024Q4: 8,588 shares; 2025Q1: 5,361 shares; 2025Q2: 10,194 shares; 2025Q3: 18,538 shares; 2025Q4: 40,379 shares 40,379 $6.96M 0.03% +21,841 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,419 shares; 2024Q4: 17,260 shares; 2025Q1: 15,340 shares; 2025Q2: 14,931 shares; 2025Q3: 19,891 shares; 2025Q4: 30,497 shares 30,497 $6.94M 0.03% +10,606 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,564 shares; 2024Q4: 96,180 shares; 2025Q1: 79,125 shares; 2025Q2: 72,484 shares; 2025Q3: 124,373 shares; 2025Q4: 129,207 shares 129,207 $6.89M 0.03% +4,834 Timeline RSPU 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: 42,909 shares; 2024Q4: 49,607 shares; 2025Q1: 69,896 shares; 2025Q2: 110,055 shares; 2025Q3: 94,093 shares; 2025Q4: 92,134 shares 92,134 $6.89M 0.02% -1,959 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 47 shares; 2025Q4: 281,154 shares 281,154 $6.81M 0.02% +281,107 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 4,196 shares; 2025Q1: 4,359 shares; 2025Q2: 4,947 shares; 2025Q3: 6,386 shares; 2025Q4: 23,774 shares 23,774 $6.78M 0.02% +17,388 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,100 shares; 2025Q1: 120,072 shares; 2025Q2: 134,695 shares; 2025Q3: 170,523 shares; 2025Q4: 254,108 shares 254,108 $6.78M 0.02% +83,585 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: 25,363 shares; 2025Q1: 25,072 shares; 2025Q2: 28,444 shares; 2025Q3: 33,033 shares; 2025Q4: 36,608 shares 36,608 $6.78M 0.02% +3,575 Timeline DFLV 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: 999,999 shares; 2024Q4: 855,266 shares; 2025Q1: 682,123 shares; 2025Q2: 612,943 shares; 2025Q3: 209,100 shares; 2025Q4: 197,246 shares 197,246 $6.75M 0.02% -11,854 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,047 shares; 2024Q4: 11,555 shares; 2025Q1: 4,977 shares; 2025Q2: 30,205 shares; 2025Q3: 40,025 shares; 2025Q4: 43,073 shares 43,073 $6.75M 0.02% +3,048 Timeline DEED 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: 293,896 shares; 2024Q4: 278,330 shares; 2025Q1: 284,801 shares; 2025Q2: 264,017 shares; 2025Q3: 238,896 shares; 2025Q4: 312,276 shares 312,276 $6.75M 0.02% +73,380 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: 140,405 shares; 2024Q4: 34,130 shares; 2025Q1: 79,829 shares; 2025Q2: 79,280 shares; 2025Q3: 91,138 shares; 2025Q4: 92,800 shares 92,800 $6.74M 0.02% +1,662 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 637,624 shares; 2025Q1: 695,444 shares; 2025Q2: 748,010 shares; 2025Q3: 765,157 shares; 2025Q4: 769,279 shares 769,279 $6.73M 0.02% +4,122 Timeline BBUS 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 439 shares; 2025Q2: 440 shares; 2025Q3: 5,568 shares; 2025Q4: 54,341 shares 54,341 $6.7M 0.02% +48,773 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,405 shares; 2024Q4: 139,079 shares; 2025Q1: 151,736 shares; 2025Q2: 158,682 shares; 2025Q3: 299,184 shares; 2025Q4: 348,879 shares 348,879 $6.65M 0.02% +49,695 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,300 shares; 2024Q4: 38,234 shares; 2025Q1: 36,037 shares; 2025Q2: 32,481 shares; 2025Q3: 29,045 shares; 2025Q4: 22,058 shares 22,058 $6.64M 0.02% -6,987 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 9,199 shares; 2025Q1: 9,238 shares; 2025Q2: 12,650 shares; 2025Q3: 13,935 shares; 2025Q4: 11,385 shares 11,385 $6.61M 0.02% -2,550 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,030 shares; 2025Q1: 41,107 shares; 2025Q2: 166,495 shares; 2025Q3: 165,705 shares; 2025Q4: 165,828 shares 165,828 $6.61M 0.02% +123 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,952 shares; 2024Q4: 62,711 shares; 2025Q1: 65,102 shares; 2025Q2: 66,476 shares; 2025Q3: 110,473 shares; 2025Q4: 89,226 shares 89,226 $6.59M 0.02% -21,247 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 875 shares; 2025Q2: 125 shares; 2025Q3: 593 shares; 2025Q4: 19,259 shares 19,259 $6.56M 0.02% +18,666 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,811 shares; 2024Q4: 18,950 shares; 2025Q1: 21,576 shares; 2025Q2: 22,731 shares; 2025Q3: 23,801 shares; 2025Q4: 29,116 shares 29,116 $6.56M 0.02% +5,315 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,084 shares; 2024Q4: 20,955 shares; 2025Q1: 20,925 shares; 2025Q2: 21,096 shares; 2025Q3: 21,325 shares; 2025Q4: 24,999 shares 24,999 $6.56M 0.02% +3,674 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: 20,238 shares; 2024Q4: 20,965 shares; 2025Q1: 54,764 shares; 2025Q2: 53,479 shares; 2025Q3: 72,067 shares; 2025Q4: 131,896 shares 131,896 $6.56M 0.02% +59,829 Timeline GHYB 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: 75,846 shares; 2024Q4: 90,706 shares; 2025Q1: 98,630 shares; 2025Q2: 103,103 shares; 2025Q3: 122,147 shares; 2025Q4: 143,664 shares 143,664 $6.51M 0.02% +21,517 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,154 shares; 2024Q4: 113,619 shares; 2025Q1: 113,720 shares; 2025Q2: 100,982 shares; 2025Q3: 98,413 shares; 2025Q4: 93,066 shares 93,066 $6.48M 0.02% -5,347 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,492 shares; 2024Q4: 47,235 shares; 2025Q1: 44,077 shares; 2025Q2: 41,889 shares; 2025Q3: 90,575 shares; 2025Q4: 98,359 shares 98,359 $6.48M 0.02% +7,784 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 11,478 shares; 2025Q1: 2,805 shares; 2025Q2: 2,652 shares; 2025Q3: 2,680 shares; 2025Q4: 9,460 shares 9,460 $6.4M 0.02% +6,780 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,615 shares; 2025Q1: 3,010 shares; 2025Q2: 4,626 shares; 2025Q3: 10,583 shares; 2025Q4: 13,621 shares 13,621 $6.4M 0.02% +3,038 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,184 shares; 2024Q4: 27,078 shares; 2025Q1: 21,267 shares; 2025Q2: 22,225 shares; 2025Q3: 24,745 shares; 2025Q4: 23,192 shares 23,192 $6.38M 0.02% -1,553 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 10,157 shares; 2025Q1: 27,862 shares; 2025Q2: 29,158 shares; 2025Q3: 32,314 shares; 2025Q4: 33,307 shares 33,307 $6.37M 0.02% +993 Timeline QUS 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: 36,972 shares; 2024Q4: 35,426 shares; 2025Q1: 33,932 shares; 2025Q2: 36,337 shares; 2025Q3: 36,579 shares; 2025Q4: 36,532 shares 36,532 $6.36M 0.02% -47 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,974 shares; 2024Q4: 210,313 shares; 2025Q1: 218,719 shares; 2025Q2: 200,262 shares; 2025Q3: 194,416 shares; 2025Q4: 195,582 shares 195,582 $6.35M 0.02% +1,166 Timeline DFUS 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: 141,464 shares; 2024Q4: 154,925 shares; 2025Q1: 98,153 shares; 2025Q2: 94,934 shares; 2025Q3: 110,304 shares; 2025Q4: 85,361 shares 85,361 $6.33M 0.02% -24,943 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,691 shares; 2024Q4: 16,539 shares; 2025Q1: 17,443 shares; 2025Q2: 23,501 shares; 2025Q3: 25,371 shares; 2025Q4: 32,618 shares 32,618 $6.33M 0.02% +7,247 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,003 shares; 2024Q4: 30,522 shares; 2025Q1: 27,344 shares; 2025Q2: 25,938 shares; 2025Q3: 27,696 shares; 2025Q4: 30,156 shares 30,156 $6.29M 0.02% +2,460 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 7,444 shares; 2025Q1: 7,465 shares; 2025Q2: 7,774 shares; 2025Q3: 7,990 shares; 2025Q4: 36,669 shares 36,669 $6.25M 0.02% +28,679 Timeline XMMO 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: 50,699 shares; 2024Q4: 54,259 shares; 2025Q1: 49,504 shares; 2025Q2: 45,809 shares; 2025Q3: 43,933 shares; 2025Q4: 45,027 shares 45,027 $6.23M 0.02% +1,094 Timeline DXJ 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: 48,099 shares; 2024Q4: 47,292 shares; 2025Q1: 49,633 shares; 2025Q2: 36,651 shares; 2025Q3: 42,901 shares; 2025Q4: 43,087 shares 43,087 $6.21M 0.02% +186 Timeline SPHY 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: 257,270 shares; 2024Q4: 292,175 shares; 2025Q1: 322,580 shares; 2025Q2: 340,238 shares; 2025Q3: 382,362 shares; 2025Q4: 261,727 shares 261,727 $6.2M 0.02% -120,635 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,040 shares; 2024Q4: 28,628 shares; 2025Q1: 41,451 shares; 2025Q2: 35,748 shares; 2025Q3: 37,008 shares; 2025Q4: 53,383 shares 53,383 $6.16M 0.02% +16,375 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,263 shares; 2024Q4: 111,372 shares; 2025Q1: 111,742 shares; 2025Q2: 109,100 shares; 2025Q3: 105,921 shares; 2025Q4: 106,303 shares 106,303 $6.14M 0.02% +382 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: 16,053 shares; 2024Q4: 71,998 shares; 2025Q1: 54,642 shares; 2025Q2: 76,540 shares; 2025Q3: 65,760 shares; 2025Q4: 47,934 shares 47,934 $6.12M 0.02% -17,826 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 19,204 shares; 2025Q1: 22,336 shares; 2025Q2: 22,780 shares; 2025Q3: 40,894 shares; 2025Q4: 58,181 shares 58,181 $6.11M 0.02% +17,287 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,909 shares; 2024Q4: 62,858 shares; 2025Q1: 98,040 shares; 2025Q2: 92,330 shares; 2025Q3: 97,643 shares; 2025Q4: 111,295 shares 111,295 $6.09M 0.02% +13,652 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,072 shares; 2025Q1: 1,087 shares; 2025Q2: 6,562 shares; 2025Q3: 137,308 shares; 2025Q4: 168,266 shares 168,266 $6.06M 0.02% +30,958 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,525 shares; 2024Q4: 87,582 shares; 2025Q1: 94,615 shares; 2025Q2: 189,499 shares; 2025Q3: 169,253 shares; 2025Q4: 149,050 shares 149,050 $5.98M 0.02% -20,203 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,135 shares; 2024Q4: 48,999 shares; 2025Q1: 93,922 shares; 2025Q2: 85,977 shares; 2025Q3: 90,396 shares; 2025Q4: 82,844 shares 82,844 $5.97M 0.02% -7,552 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,161 shares; 2024Q4: 94,675 shares; 2025Q1: 94,987 shares; 2025Q2: 172,573 shares; 2025Q3: 384,084 shares; 2025Q4: 335,931 shares 335,931 $5.95M 0.02% -48,153 Timeline FCAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,738 shares; 2025Q3: 7,131 shares; 2025Q4: 314,073 shares 314,073 $5.95M 0.02% +306,942 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,943 shares; 2024Q4: 18,899 shares; 2025Q1: 19,836 shares; 2025Q2: 23,021 shares; 2025Q3: 26,928 shares; 2025Q4: 26,641 shares 26,641 $5.95M 0.02% -287 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,329 shares; 2024Q4: 130,451 shares; 2025Q1: 121,793 shares; 2025Q2: 137,647 shares; 2025Q3: 146,538 shares; 2025Q4: 141,930 shares 141,930 $5.94M 0.02% -4,608 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,469 shares; 2024Q4: 102,702 shares; 2025Q1: 153,528 shares; 2025Q2: 142,289 shares; 2025Q3: 135,502 shares; 2025Q4: 171,050 shares 171,050 $5.94M 0.02% +35,548 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,496 shares; 2024Q4: 281,335 shares; 2025Q1: 286,299 shares; 2025Q2: 304,022 shares; 2025Q3: 317,200 shares; 2025Q4: 309,654 shares 309,654 $5.92M 0.02% -7,546 Timeline EFAV 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: 65,073 shares; 2024Q4: 60,477 shares; 2025Q1: 59,986 shares; 2025Q2: 62,934 shares; 2025Q3: 66,583 shares; 2025Q4: 68,661 shares 68,661 $5.92M 0.02% +2,078 Timeline UXOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154,333 shares; 2025Q1: 156,209 shares; 2025Q2: 158,002 shares; 2025Q3: 161,536 shares; 2025Q4: 166,526 shares 166,526 $5.92M 0.02% +4,990 Timeline FLQM 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: 6,801 shares; 2024Q4: 3,036 shares; 2025Q1: 735 shares; 2025Q2: 1,061 shares; 2025Q3: 1,141 shares; 2025Q4: 105,012 shares 105,012 $5.91M 0.02% +103,871 Timeline QYLD 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: 161,825 shares; 2024Q4: 255,412 shares; 2025Q1: 409,491 shares; 2025Q2: 270,594 shares; 2025Q3: 294,533 shares; 2025Q4: 334,082 shares 334,082 $5.9M 0.02% +39,549 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,696 shares; 2024Q4: 13,502 shares; 2025Q1: 45,126 shares; 2025Q2: 48,982 shares; 2025Q3: 44,975 shares; 2025Q4: 58,749 shares 58,749 $5.87M 0.02% +13,774 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,019 shares; 2025Q1: 4,151 shares; 2025Q2: 3,955 shares; 2025Q3: 36,166 shares; 2025Q4: 43,063 shares 43,063 $5.86M 0.02% +6,897 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: 10,735 shares; 2024Q4: 9,479 shares; 2025Q1: 66,728 shares; 2025Q2: 74,036 shares; 2025Q3: 149,983 shares; 2025Q4: 84,962 shares 84,962 $5.83M 0.02% -65,021 Timeline SPHD 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: 125,564 shares; 2024Q4: 128,124 shares; 2025Q1: 114,023 shares; 2025Q2: 115,283 shares; 2025Q3: 119,443 shares; 2025Q4: 120,825 shares 120,825 $5.8M 0.02% +1,382 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,301 shares; 2024Q4: 172,649 shares; 2025Q1: 135,903 shares; 2025Q2: 115,031 shares; 2025Q3: 115,716 shares; 2025Q4: 106,349 shares 106,349 $5.72M 0.02% -9,367 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,332 shares; 2024Q4: 33,827 shares; 2025Q1: 39,237 shares; 2025Q2: 37,461 shares; 2025Q3: 46,349 shares; 2025Q4: 56,593 shares 56,593 $5.71M 0.02% +10,244 Timeline PAVE 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: 81,205 shares; 2024Q4: 90,402 shares; 2025Q1: 125,702 shares; 2025Q2: 111,853 shares; 2025Q3: 133,261 shares; 2025Q4: 119,410 shares 119,410 $5.71M 0.02% -13,851 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,473 shares; 2024Q4: 38,985 shares; 2025Q1: 43,433 shares; 2025Q2: 47,569 shares; 2025Q3: 50,043 shares; 2025Q4: 44,031 shares 44,031 $5.68M 0.02% -6,012 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,476 shares; 2024Q4: 204,247 shares; 2025Q1: 237,027 shares; 2025Q2: 236,089 shares; 2025Q3: 233,203 shares; 2025Q4: 237,453 shares 237,453 $5.68M 0.02% +4,250 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,763 shares; 2024Q4: 103,476 shares; 2025Q1: 158,191 shares; 2025Q2: 222,759 shares; 2025Q3: 256,257 shares; 2025Q4: 242,149 shares 242,149 $5.66M 0.02% -14,108 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 23 shares; 2025Q1: 1,891 shares; 2025Q2: 1,831 shares; 2025Q3: 21,615 shares; 2025Q4: 67,510 shares 67,510 $5.65M 0.02% +45,895 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 97,976 shares; 2025Q3: 144,199 shares; 2025Q4: 226,378 shares 226,378 $5.63M 0.02% +82,179 Timeline FDVV 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: 73,730 shares; 2024Q4: 87,719 shares; 2025Q1: 75,332 shares; 2025Q2: 112,833 shares; 2025Q3: 125,871 shares; 2025Q4: 99,310 shares 99,310 $5.63M 0.02% -26,561 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: 33,989 shares; 2024Q4: 35,258 shares; 2025Q1: 39,569 shares; 2025Q2: 40,707 shares; 2025Q3: 41,790 shares; 2025Q4: 44,247 shares 44,247 $5.6M 0.02% +2,457 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 1,454 shares; 2025Q1: 6,806 shares; 2025Q2: 6,720 shares; 2025Q3: 8,039 shares; 2025Q4: 39,971 shares 39,971 $5.59M 0.02% +31,932 Timeline EQIN 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: 93,311 shares; 2024Q4: 88,073 shares; 2025Q1: 65,144 shares; 2025Q2: 65,817 shares; 2025Q3: 128,020 shares; 2025Q4: 117,408 shares 117,408 $5.58M 0.02% -10,612 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: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 45,336 shares; 2025Q4: 111,471 shares 111,471 $5.54M 0.02% +66,135 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,695 shares; 2025Q2: 72,015 shares; 2025Q3: 122,774 shares; 2025Q4: 113,317 shares 113,317 $5.52M 0.02% -9,457 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,580 shares; 2025Q4: 160,238 shares 160,238 $5.51M 0.02% +20,658 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,206 shares; 2024Q4: 116,430 shares; 2025Q1: 106,593 shares; 2025Q2: 153,148 shares; 2025Q3: 145,077 shares; 2025Q4: 144,664 shares 144,664 $5.5M 0.02% -413 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 11,381 shares; 2025Q1: 13,912 shares; 2025Q2: 13,746 shares; 2025Q3: 15,224 shares; 2025Q4: 15,621 shares 15,621 $5.48M 0.02% +397 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 5,711 shares; 2025Q1: 11,986 shares; 2025Q2: 13,739 shares; 2025Q3: 13,367 shares; 2025Q4: 14,801 shares 14,801 $5.46M 0.02% +1,434 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,634 shares; 2024Q4: 44,810 shares; 2025Q1: 53,119 shares; 2025Q2: 53,956 shares; 2025Q3: 50,455 shares; 2025Q4: 50,772 shares 50,772 $5.45M 0.02% +317 Timeline FDL 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: 111,791 shares; 2024Q4: 97,459 shares; 2025Q1: 104,809 shares; 2025Q2: 126,331 shares; 2025Q3: 149,712 shares; 2025Q4: 122,729 shares 122,729 $5.44M 0.02% -26,983 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 15,555 shares; 2025Q1: 15,127 shares; 2025Q2: 15,056 shares; 2025Q3: 15,691 shares; 2025Q4: 16,733 shares 16,733 $5.42M 0.02% +1,042 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 8,635 shares; 2025Q1: 8,745 shares; 2025Q2: 42,669 shares; 2025Q3: 41,852 shares; 2025Q4: 33,034 shares 33,034 $5.4M 0.02% -8,818 Timeline CPLS 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: 103,374 shares; 2025Q1: 113,511 shares; 2025Q2: 130,920 shares; 2025Q3: 137,966 shares; 2025Q4: 151,894 shares 151,894 $5.4M 0.02% +13,928 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 32,850 shares; 2025Q1: 33,319 shares; 2025Q2: 41,015 shares; 2025Q3: 55,842 shares; 2025Q4: 212,428 shares 212,428 $5.38M 0.02% +156,586 Timeline DFAT 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: 94,381 shares; 2024Q4: 97,848 shares; 2025Q1: 97,705 shares; 2025Q2: 99,098 shares; 2025Q3: 101,144 shares; 2025Q4: 90,122 shares 90,122 $5.37M 0.02% -11,022 Timeline FTMS 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: 536,664 shares 536,664 $5.33M 0.02% new 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: 66,483 shares; 2024Q4: 42,899 shares; 2025Q1: 42,528 shares; 2025Q2: 69,665 shares; 2025Q3: 70,971 shares; 2025Q4: 105,024 shares 105,024 $5.33M 0.02% +34,053 Timeline MLPA 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: 65,141 shares; 2024Q4: 75,686 shares; 2025Q1: 82,220 shares; 2025Q2: 89,230 shares; 2025Q3: 100,472 shares; 2025Q4: 110,010 shares 110,010 $5.33M 0.02% +9,538 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,137 shares; 2024Q4: 40,874 shares; 2025Q1: 34,574 shares; 2025Q2: 66,253 shares; 2025Q3: 66,016 shares; 2025Q4: 66,430 shares 66,430 $5.3M 0.02% +414 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,515 shares; 2024Q4: 291,719 shares; 2025Q1: 298,378 shares; 2025Q2: 316,440 shares; 2025Q3: 316,611 shares; 2025Q4: 354,023 shares 354,023 $5.29M 0.02% +37,412 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,103 shares; 2024Q4: 52,774 shares; 2025Q1: 53,892 shares; 2025Q2: 54,219 shares; 2025Q3: 57,344 shares; 2025Q4: 66,951 shares 66,951 $5.29M 0.02% +9,607 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,193 shares; 2024Q4: 68,988 shares; 2025Q1: 59,514 shares; 2025Q2: 56,680 shares; 2025Q3: 89,171 shares; 2025Q4: 86,452 shares 86,452 $5.28M 0.02% -2,719 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 14,431 shares; 2025Q1: 49,243 shares; 2025Q2: 54,054 shares; 2025Q3: 67,604 shares; 2025Q4: 38,670 shares 38,670 $5.25M 0.02% -28,934 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,918 shares; 2025Q1: 1,892 shares; 2025Q2: 2,211 shares; 2025Q3: 2,235 shares; 2025Q4: 8,663 shares 8,663 $5.24M 0.02% +6,428 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: 157,919 shares; 2024Q4: 152,994 shares; 2025Q1: 237,825 shares; 2025Q2: 296,794 shares; 2025Q3: 387,212 shares; 2025Q4: 363,768 shares 363,768 $5.22M 0.02% -23,444 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,040 shares; 2024Q4: 131,974 shares; 2025Q1: 120,040 shares; 2025Q2: 128,780 shares; 2025Q3: 109,550 shares; 2025Q4: 103,503 shares 103,503 $5.21M 0.02% -6,047 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: 345 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,369 shares; 2025Q4: 57,181 shares 57,181 $5.2M 0.02% +5,812 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,691 shares; 2024Q4: 60,800 shares; 2025Q1: 201,444 shares; 2025Q2: 202,776 shares; 2025Q3: 220,283 shares; 2025Q4: 225,309 shares 225,309 $5.2M 0.02% +5,026 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,347 shares; 2024Q4: 14,601 shares; 2025Q1: 31,143 shares; 2025Q2: 37,034 shares; 2025Q3: 37,420 shares; 2025Q4: 53,329 shares 53,329 $5.18M 0.02% +15,909 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 25,404 shares; 2025Q3: 26,327 shares; 2025Q4: 27,853 shares 27,853 $5.17M 0.02% +1,526 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,723 shares; 2024Q4: 23,064 shares; 2025Q1: 24,106 shares; 2025Q2: 24,087 shares; 2025Q3: 27,093 shares; 2025Q4: 27,013 shares 27,013 $5.17M 0.02% -80 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,492 shares; 2025Q3: 87,290 shares; 2025Q4: 101,116 shares 101,116 $5.16M 0.02% +13,826 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 13,303 shares; 2025Q1: 12,017 shares; 2025Q2: 16,492 shares; 2025Q3: 13,626 shares; 2025Q4: 17,839 shares 17,839 $5.15M 0.02% +4,213 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: not reported; 2024Q4: 5 shares; 2025Q1: 236,348 shares; 2025Q2: 249,612 shares; 2025Q3: 202,529 shares; 2025Q4: 288,095 shares 288,095 $5.14M 0.02% +85,566 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: 105,633 shares; 2024Q4: 120,710 shares; 2025Q1: 177,823 shares; 2025Q2: 175,177 shares; 2025Q3: 173,876 shares; 2025Q4: 219,905 shares 219,905 $5.13M 0.02% +46,029 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,720 shares; 2024Q4: 22,197 shares; 2025Q1: 28,355 shares; 2025Q2: 29,355 shares; 2025Q3: 29,019 shares; 2025Q4: 31,900 shares 31,900 $5.12M 0.02% +2,881 Timeline IDEV 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: 28,937 shares; 2024Q4: 44,637 shares; 2025Q1: 45,974 shares; 2025Q2: 51,802 shares; 2025Q3: 55,660 shares; 2025Q4: 61,791 shares 61,791 $5.1M 0.02% +6,131 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209,895 shares; 2025Q4: 228,141 shares 228,141 $5.08M 0.02% +18,246 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: 30,903 shares; 2024Q4: 32,955 shares; 2025Q1: 23,479 shares; 2025Q2: 24,551 shares; 2025Q3: 27,349 shares; 2025Q4: 22,851 shares 22,851 $5.08M 0.02% -4,498 Timeline IGLB 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: 270 shares; 2024Q4: 319 shares; 2025Q1: 4,136 shares; 2025Q2: 95,043 shares; 2025Q3: 100,982 shares; 2025Q4: 100,595 shares 100,595 $5.07M 0.02% -387 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,124 shares; 2024Q4: 337,368 shares; 2025Q1: 295,270 shares; 2025Q2: 292,247 shares; 2025Q3: 292,069 shares; 2025Q4: 291,012 shares 291,012 $5.05M 0.02% -1,057 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,079 shares; 2024Q4: 33,032 shares; 2025Q1: 32,190 shares; 2025Q2: 33,907 shares; 2025Q3: 35,747 shares; 2025Q4: 45,815 shares 45,815 $5.04M 0.02% +10,068 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,135 shares; 2024Q4: 40,095 shares; 2025Q1: 42,943 shares; 2025Q2: 43,978 shares; 2025Q3: 43,704 shares; 2025Q4: 58,384 shares 58,384 $4.99M 0.02% +14,680 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,397 shares; 2024Q4: 194,903 shares; 2025Q1: 208,446 shares; 2025Q2: 167,898 shares; 2025Q3: 186,024 shares; 2025Q4: 190,337 shares 190,337 $4.99M 0.02% +4,313 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: 48,693 shares; 2024Q4: 54,845 shares; 2025Q1: 63,099 shares; 2025Q2: 67,142 shares; 2025Q3: 110,503 shares; 2025Q4: 111,867 shares 111,867 $4.96M 0.02% +1,364 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: 34,549 shares; 2024Q4: 34,243 shares; 2025Q1: 24,916 shares; 2025Q2: 24,653 shares; 2025Q3: 24,653 shares; 2025Q4: 118,266 shares 118,266 $4.94M 0.02% +93,613 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: 1,000 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 195,958 shares; 2025Q3: 151,301 shares; 2025Q4: 296,536 shares 296,536 $4.94M 0.02% +145,235 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,583 shares; 2024Q4: 38,459 shares; 2025Q1: 32,114 shares; 2025Q2: 46,953 shares; 2025Q3: 51,850 shares; 2025Q4: 59,827 shares 59,827 $4.94M 0.02% +7,977 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,623 shares; 2024Q4: 45,802 shares; 2025Q1: 60,064 shares; 2025Q2: 123,537 shares; 2025Q3: 178,959 shares; 2025Q4: 180,042 shares 180,042 $4.93M 0.02% +1,083 Timeline SPYD 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: 85,295 shares; 2024Q4: 95,098 shares; 2025Q1: 97,910 shares; 2025Q2: 100,812 shares; 2025Q3: 101,869 shares; 2025Q4: 113,211 shares 113,211 $4.9M 0.02% +11,342 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,986 shares; 2024Q4: 15,754 shares; 2025Q1: 13,972 shares; 2025Q2: 12,612 shares; 2025Q3: 13,543 shares; 2025Q4: 16,920 shares 16,920 $4.87M 0.02% +3,377 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,094 shares; 2024Q4: 98,188 shares; 2025Q1: 921,393 shares; 2025Q2: 975,708 shares; 2025Q3: 290,528 shares; 2025Q4: 209,301 shares 209,301 $4.86M 0.02% -81,227 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,817 shares; 2024Q4: 30,121 shares; 2025Q1: 38,229 shares; 2025Q2: 41,324 shares; 2025Q3: 24,481 shares; 2025Q4: 106,580 shares 106,580 $4.86M 0.02% +82,099 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,278 shares; 2024Q4: 79,144 shares; 2025Q1: 72,280 shares; 2025Q2: 72,426 shares; 2025Q3: 72,988 shares; 2025Q4: 125,205 shares 125,205 $4.84M 0.02% +52,217 Timeline UCON 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: 353,640 shares; 2024Q4: 353,682 shares; 2025Q1: 403,003 shares; 2025Q2: 432,079 shares; 2025Q3: 217,064 shares; 2025Q4: 191,618 shares 191,618 $4.82M 0.02% -25,446 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,399 shares; 2024Q4: 69,655 shares; 2025Q1: 87,237 shares; 2025Q2: 97,288 shares; 2025Q3: 115,153 shares; 2025Q4: 77,173 shares 77,173 $4.82M 0.02% -37,980 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: 20,946 shares; 2025Q1: 20,599 shares; 2025Q2: 20,072 shares; 2025Q3: 59,130 shares; 2025Q4: 65,220 shares 65,220 $4.82M 0.02% +6,090 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,140 shares; 2024Q4: 211,200 shares; 2025Q1: 195,528 shares; 2025Q2: 188,522 shares; 2025Q3: 181,639 shares; 2025Q4: 169,055 shares 169,055 $4.81M 0.02% -12,584 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,132 shares; 2024Q4: 137,712 shares; 2025Q1: 92,059 shares; 2025Q2: 113,372 shares; 2025Q3: 111,535 shares; 2025Q4: 106,578 shares 106,578 $4.8M 0.02% -4,957 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,980 shares; 2024Q4: 240,934 shares; 2025Q1: 235,829 shares; 2025Q2: 237,046 shares; 2025Q3: 224,775 shares; 2025Q4: 218,811 shares 218,811 $4.78M 0.02% -5,964 Timeline SFLR 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: 94,982 shares; 2024Q4: 108,207 shares; 2025Q1: 144,200 shares; 2025Q2: 278,721 shares; 2025Q3: 135,630 shares; 2025Q4: 129,287 shares 129,287 $4.77M 0.02% -6,343 Timeline IHDG 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: 94,898 shares; 2024Q4: 92,616 shares; 2025Q1: 96,555 shares; 2025Q2: 98,015 shares; 2025Q3: 94,684 shares; 2025Q4: 97,705 shares 97,705 $4.75M 0.02% +3,021 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,989 shares; 2024Q4: 12,064 shares; 2025Q1: 11,451 shares; 2025Q2: 14,704 shares; 2025Q3: 14,619 shares; 2025Q4: 13,453 shares 13,453 $4.75M 0.02% -1,166 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 18,082 shares; 2025Q1: 18,889 shares; 2025Q2: 11,775 shares; 2025Q3: 15,158 shares; 2025Q4: 31,018 shares 31,018 $4.75M 0.02% +15,860 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 20,060 shares; 2025Q1: 33,271 shares; 2025Q2: 27,480 shares; 2025Q3: 29,728 shares; 2025Q4: 26,196 shares 26,196 $4.73M 0.02% -3,532 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 12,211 shares; 2025Q1: 9,126 shares; 2025Q2: 9,617 shares; 2025Q3: 10,753 shares; 2025Q4: 72,465 shares 72,465 $4.72M 0.02% +61,712 Timeline FXL 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: 90,920 shares; 2024Q4: 82,266 shares; 2025Q1: 23,843 shares; 2025Q2: 25,212 shares; 2025Q3: 24,827 shares; 2025Q4: 28,004 shares 28,004 $4.71M 0.02% +3,177 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,056 shares; 2024Q4: 75,543 shares; 2025Q1: 38,461 shares; 2025Q2: 69,855 shares; 2025Q3: 54,288 shares; 2025Q4: 61,800 shares 61,800 $4.71M 0.02% +7,512 Timeline FTCB 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: 138,939 shares; 2025Q2: 194,246 shares; 2025Q3: 222,109 shares; 2025Q4: 221,404 shares 221,404 $4.7M 0.02% -705 Timeline IAPR 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: 20,068 shares; 2024Q4: 20,068 shares; 2025Q1: 20,068 shares; 2025Q2: 133,533 shares; 2025Q3: 144,277 shares; 2025Q4: 152,207 shares 152,207 $4.69M 0.02% +7,930 Timeline SPDN 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: 229,024 shares; 2025Q2: 4,335 shares; 2025Q3: 65 shares; 2025Q4: 496,250 shares 496,250 $4.68M 0.02% +496,185 Timeline MLPX 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: 40,993 shares; 2024Q4: 42,288 shares; 2025Q1: 40,222 shares; 2025Q2: 39,776 shares; 2025Q3: 38,982 shares; 2025Q4: 77,270 shares 77,270 $4.68M 0.02% +38,288 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,141 shares; 2024Q4: 14,279 shares; 2025Q1: 19,304 shares; 2025Q2: 16,903 shares; 2025Q3: 22,466 shares; 2025Q4: 27,471 shares 27,471 $4.66M 0.02% +5,005 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,253 shares; 2024Q4: 83,515 shares; 2025Q1: 90,663 shares; 2025Q2: 97,412 shares; 2025Q3: 92,077 shares; 2025Q4: 94,554 shares 94,554 $4.64M 0.02% +2,477 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 23,110 shares; 2025Q1: 24,049 shares; 2025Q2: 76,432 shares; 2025Q3: 80,240 shares; 2025Q4: 86,625 shares 86,625 $4.62M 0.02% +6,385 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,575 shares; 2024Q4: 64,852 shares; 2025Q1: 68,931 shares; 2025Q2: 48,084 shares; 2025Q3: 69,458 shares; 2025Q4: 68,699 shares 68,699 $4.6M 0.02% -759 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 7,412 shares; 2025Q1: 5,976 shares; 2025Q2: 6,484 shares; 2025Q3: 6,658 shares; 2025Q4: 7,573 shares 7,573 $4.57M 0.02% +915 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,351 shares; 2024Q4: 50,166 shares; 2025Q1: 50,026 shares; 2025Q2: 59,232 shares; 2025Q3: 60,984 shares; 2025Q4: 67,695 shares 67,695 $4.56M 0.02% +6,711 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,807 shares; 2024Q4: 12,429 shares; 2025Q1: 16,037 shares; 2025Q2: 13,885 shares; 2025Q3: 19,322 shares; 2025Q4: 22,199 shares 22,199 $4.56M 0.02% +2,877 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,285 shares; 2024Q4: 15,278 shares; 2025Q1: 16,585 shares; 2025Q2: 21,213 shares; 2025Q3: 21,237 shares; 2025Q4: 28,151 shares 28,151 $4.56M 0.02% +6,914 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,668 shares; 2024Q4: 21,041 shares; 2025Q1: 23,424 shares; 2025Q2: 50,481 shares; 2025Q3: 65,275 shares; 2025Q4: 133,661 shares 133,661 $4.55M 0.02% +68,386 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 6,242 shares; 2025Q1: 8,811 shares; 2025Q2: 7,724 shares; 2025Q3: 25,919 shares; 2025Q4: 24,910 shares 24,910 $4.53M 0.02% -1,009 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,845 shares; 2024Q4: 142,242 shares; 2025Q1: 151,130 shares; 2025Q2: 26,149 shares; 2025Q3: 18,626 shares; 2025Q4: 17,452 shares 17,452 $4.53M 0.02% -1,174 Timeline NULG 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: 52,136 shares; 2024Q4: 48,134 shares; 2025Q1: 42,000 shares; 2025Q2: 52,608 shares; 2025Q3: 50,159 shares; 2025Q4: 46,284 shares 46,284 $4.53M 0.02% -3,875 Timeline IXUS 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: 83,950 shares; 2024Q4: 81,269 shares; 2025Q1: 54,093 shares; 2025Q2: 43,708 shares; 2025Q3: 50,517 shares; 2025Q4: 53,251 shares 53,251 $4.51M 0.02% +2,734 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: 191 shares; 2024Q4: 191 shares; 2025Q1: 9,832 shares; 2025Q2: 13,198 shares; 2025Q3: 14,761 shares; 2025Q4: 21,965 shares 21,965 $4.5M 0.02% +7,204 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,610 shares; 2024Q4: 37,347 shares; 2025Q1: 40,877 shares; 2025Q2: 40,390 shares; 2025Q3: 32,464 shares; 2025Q4: 40,293 shares 40,293 $4.49M 0.02% +7,829 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,157 shares; 2024Q4: 26,556 shares; 2025Q1: 25,992 shares; 2025Q2: 30,644 shares; 2025Q3: 31,862 shares; 2025Q4: 34,427 shares 34,427 $4.48M 0.02% +2,565 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: 364 shares; 2024Q4: 54 shares; 2025Q1: 21,310 shares; 2025Q2: 43,241 shares; 2025Q3: 24,461 shares; 2025Q4: 34,257 shares 34,257 $4.48M 0.02% +9,796 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,322 shares; 2024Q4: 220,873 shares; 2025Q1: 212,154 shares; 2025Q2: 267,895 shares; 2025Q3: 234,859 shares; 2025Q4: 341,120 shares 341,120 $4.48M 0.02% +106,261 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,971 shares; 2025Q3: 152,155 shares; 2025Q4: 123,911 shares 123,911 $4.47M 0.02% -28,244 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,612 shares; 2024Q4: 333,397 shares; 2025Q1: 337,379 shares; 2025Q2: 260,955 shares; 2025Q3: 332,836 shares; 2025Q4: 317,785 shares 317,785 $4.47M 0.02% -15,051 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: 101,292 shares; 2024Q4: 99,753 shares; 2025Q1: 146,148 shares; 2025Q2: 158,715 shares; 2025Q3: 197,183 shares; 2025Q4: 371,835 shares 371,835 $4.47M 0.02% +174,652 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 4,828 shares; 2025Q2: 12,299 shares; 2025Q3: 24,852 shares; 2025Q4: 53,006 shares 53,006 $4.46M 0.02% +28,154 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: 3,175 shares; 2024Q4: 19,042 shares; 2025Q1: 30,494 shares; 2025Q2: 104,153 shares; 2025Q3: 109,152 shares; 2025Q4: 106,655 shares 106,655 $4.45M 0.02% -2,497 Timeline SCHV 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: 26,099 shares; 2024Q4: 84,191 shares; 2025Q1: 92,533 shares; 2025Q2: 98,409 shares; 2025Q3: 150,618 shares; 2025Q4: 150,343 shares 150,343 $4.45M 0.02% -275 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 18,125 shares; 2025Q1: 18,971 shares; 2025Q2: 57,665 shares; 2025Q3: 59,078 shares; 2025Q4: 55,150 shares 55,150 $4.4M 0.02% -3,928 Timeline SPGP 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: 86,496 shares; 2024Q4: 71,082 shares; 2025Q1: 64,651 shares; 2025Q2: 37,329 shares; 2025Q3: 37,922 shares; 2025Q4: 38,583 shares 38,583 $4.39M 0.02% +661 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,822 shares; 2025Q3: 88,851 shares; 2025Q4: 100,516 shares 100,516 $4.38M 0.02% +11,665 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,155 shares; 2024Q4: 334,968 shares; 2025Q1: 432,345 shares; 2025Q2: 109,954 shares; 2025Q3: 83,777 shares; 2025Q4: 86,011 shares 86,011 $4.38M 0.02% +2,234 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,489 shares; 2025Q1: 816 shares; 2025Q2: 2,064 shares; 2025Q3: 2,045 shares; 2025Q4: 3,286 shares 3,286 $4.37M 0.02% +1,241 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248,914 shares; 2025Q1: 247,422 shares; 2025Q2: 232,042 shares; 2025Q3: 231,139 shares; 2025Q4: 162,736 shares 162,736 $4.37M 0.02% -68,403 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,367 shares; 2024Q4: 8,715 shares; 2025Q1: 10,232 shares; 2025Q2: 13,697 shares; 2025Q3: 49,656 shares; 2025Q4: 47,307 shares 47,307 $4.36M 0.02% -2,349 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 13,655 shares; 2025Q1: 13,839 shares; 2025Q2: 15,096 shares; 2025Q3: 22,696 shares; 2025Q4: 26,659 shares 26,659 $4.35M 0.02% +3,963 Timeline WTV 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: 6,813 shares; 2025Q2: 7,786 shares; 2025Q3: 8,472 shares; 2025Q4: 46,431 shares 46,431 $4.33M 0.02% +37,959 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,642 shares; 2024Q4: 80,820 shares; 2025Q1: 70,713 shares; 2025Q2: 94,843 shares; 2025Q3: 67,179 shares; 2025Q4: 85,797 shares 85,797 $4.33M 0.02% +18,618 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: 124,697 shares; 2024Q4: 135,131 shares; 2025Q1: 155,275 shares; 2025Q2: 165,074 shares; 2025Q3: 170,276 shares; 2025Q4: 182,828 shares 182,828 $4.33M 0.02% +12,552 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,419 shares; 2025Q1: 3,412 shares; 2025Q2: 2,802 shares; 2025Q3: 4,266 shares; 2025Q4: 4,624 shares 4,624 $4.32M 0.02% +358 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,102 shares; 2024Q4: 132,724 shares; 2025Q1: 78,291 shares; 2025Q2: 68,322 shares; 2025Q3: 40,158 shares; 2025Q4: 116,528 shares 116,528 $4.31M 0.02% +76,370 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: 35,575 shares; 2024Q4: 35,614 shares; 2025Q1: 50,348 shares; 2025Q2: 34,013 shares; 2025Q3: 34,051 shares; 2025Q4: 85,994 shares 85,994 $4.29M 0.02% +51,943 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: 121,106 shares; 2024Q4: 134,143 shares; 2025Q1: 150,193 shares; 2025Q2: 160,412 shares; 2025Q3: 167,836 shares; 2025Q4: 182,333 shares 182,333 $4.28M 0.02% +14,497 Timeline VFH 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: 16,378 shares; 2024Q4: 18,378 shares; 2025Q1: 20,477 shares; 2025Q2: 22,287 shares; 2025Q3: 31,471 shares; 2025Q4: 32,097 shares 32,097 $4.28M 0.02% +626 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,014 shares 111,014 $4.28M 0.02% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,000 shares; 2024Q4: 98,437 shares; 2025Q1: 106,326 shares; 2025Q2: 95,873 shares; 2025Q3: 94,680 shares; 2025Q4: 100,693 shares 100,693 $4.28M 0.02% +6,013 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,818 shares; 2024Q4: 84,252 shares; 2025Q1: 65,296 shares; 2025Q2: 77,690 shares; 2025Q3: 85,631 shares; 2025Q4: 89,222 shares 89,222 $4.27M 0.02% +3,591 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 28,047 shares; 2025Q2: 173,159 shares; 2025Q3: 179,891 shares; 2025Q4: 120,799 shares 120,799 $4.25M 0.02% -59,092 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,913 shares; 2024Q4: 38,319 shares; 2025Q1: 39,791 shares; 2025Q2: 41,081 shares; 2025Q3: 39,064 shares; 2025Q4: 37,656 shares 37,656 $4.22M 0.02% -1,408 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 10,111 shares; 2025Q1: 10,086 shares; 2025Q2: 12,869 shares; 2025Q3: 17,419 shares; 2025Q4: 42,416 shares 42,416 $4.22M 0.02% +24,997 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,344 shares; 2024Q4: 176,250 shares; 2025Q1: 136,047 shares; 2025Q2: 144,174 shares; 2025Q3: 114,145 shares; 2025Q4: 115,235 shares 115,235 $4.22M 0.02% +1,090 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,204 shares; 2024Q4: 101,084 shares; 2025Q1: 116,761 shares; 2025Q2: 104,546 shares; 2025Q3: 412,275 shares; 2025Q4: 442,419 shares 442,419 $4.22M 0.02% +30,144 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,506 shares; 2024Q4: 79,692 shares; 2025Q1: 78,750 shares; 2025Q2: 75,251 shares; 2025Q3: 72,522 shares; 2025Q4: 67,677 shares 67,677 $4.21M 0.02% -4,845 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 4,967 shares; 2025Q1: 10,193 shares; 2025Q2: 4,230 shares; 2025Q3: 27,916 shares; 2025Q4: 32,357 shares 32,357 $4.17M 0.02% +4,441 Timeline RWL 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: 17,247 shares; 2024Q4: 16,928 shares; 2025Q1: 21,254 shares; 2025Q2: 17,508 shares; 2025Q3: 17,748 shares; 2025Q4: 36,230 shares 36,230 $4.15M 0.02% +18,482 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: not reported; 2024Q4: 25,760 shares; 2025Q1: 34,189 shares; 2025Q2: 37,967 shares; 2025Q3: 22,338 shares; 2025Q4: 80,419 shares 80,419 $4.14M 0.02% +58,081 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,981 shares; 2024Q4: 26,562 shares; 2025Q1: 27,459 shares; 2025Q2: 30,413 shares; 2025Q3: 32,030 shares; 2025Q4: 33,847 shares 33,847 $4.12M 0.01% +1,817 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,977 shares; 2025Q4: 130,074 shares 130,074 $4.11M 0.01% +35,097 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,919 shares; 2024Q4: 31,481 shares; 2025Q1: 55,109 shares; 2025Q2: 48,458 shares; 2025Q3: 48,109 shares; 2025Q4: 51,593 shares 51,593 $4.1M 0.01% +3,484 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: 123,830 shares; 2024Q4: 122,219 shares; 2025Q1: 151,395 shares; 2025Q2: 160,743 shares; 2025Q3: 168,226 shares; 2025Q4: 172,804 shares 172,804 $4.09M 0.01% +4,578 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 26,378 shares; 2025Q1: 35,066 shares; 2025Q2: 37,325 shares; 2025Q3: 54,991 shares; 2025Q4: 42,921 shares 42,921 $4.07M 0.01% -12,070 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,031 shares; 2024Q4: 121,323 shares; 2025Q1: 103,728 shares; 2025Q2: 103,215 shares; 2025Q3: 104,679 shares; 2025Q4: 94,667 shares 94,667 $4.06M 0.01% -10,012 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 9,853 shares; 2025Q1: 9,704 shares; 2025Q2: 8,730 shares; 2025Q3: 24,978 shares; 2025Q4: 29,451 shares 29,451 $4.06M 0.01% +4,473 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,424 shares; 2024Q4: 91,834 shares; 2025Q1: 94,046 shares; 2025Q2: 91,281 shares; 2025Q3: 89,947 shares; 2025Q4: 82,562 shares 82,562 $4.06M 0.01% -7,385 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,742 shares; 2025Q1: 8,825 shares; 2025Q2: 7,468 shares; 2025Q3: 7,654 shares; 2025Q4: 11,919 shares 11,919 $4.05M 0.01% +4,265 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,761 shares; 2024Q4: 55,656 shares; 2025Q1: 79,597 shares; 2025Q2: 87,161 shares; 2025Q3: 117,837 shares; 2025Q4: 138,652 shares 138,652 $4.05M 0.01% +20,815 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,908 shares; 2025Q3: 47,720 shares; 2025Q4: 53,400 shares 53,400 $4.05M 0.01% +5,680 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 53,643 shares; 2025Q1: 50,966 shares; 2025Q2: 53,992 shares; 2025Q3: 55,387 shares; 2025Q4: 79,972 shares 79,972 $4.04M 0.01% +24,585 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,847 shares; 2024Q4: 28,916 shares; 2025Q1: 6,884 shares; 2025Q2: 11,095 shares; 2025Q3: 41,827 shares; 2025Q4: 34,297 shares 34,297 $4.03M 0.01% -7,530 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,927 shares; 2024Q4: 90,730 shares; 2025Q1: 112,245 shares; 2025Q2: 111,678 shares; 2025Q3: 142,603 shares; 2025Q4: 403,042 shares 403,042 $4.01M 0.01% +260,439 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 9,216 shares; 2025Q1: 12,683 shares; 2025Q2: 13,315 shares; 2025Q3: 17,155 shares; 2025Q4: 17,719 shares 17,719 $4.01M 0.01% +564 Timeline IXN 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: 49,747 shares; 2024Q4: 52,756 shares; 2025Q1: 49,887 shares; 2025Q2: 50,193 shares; 2025Q3: 51,301 shares; 2025Q4: 37,911 shares 37,911 $3.98M 0.01% -13,390 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,824 shares; 2024Q4: 14,626 shares; 2025Q1: 24,980 shares; 2025Q2: 34,787 shares; 2025Q3: 19,714 shares; 2025Q4: 12,734 shares 12,734 $3.98M 0.01% -6,980 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,006 shares; 2025Q1: 1,977 shares; 2025Q2: 13,989 shares; 2025Q3: 14,280 shares; 2025Q4: 15,533 shares 15,533 $3.98M 0.01% +1,253 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,141 shares; 2024Q4: 835,241 shares; 2025Q1: 342,250 shares; 2025Q2: 360,156 shares; 2025Q3: 163,991 shares; 2025Q4: 172,182 shares 172,182 $3.97M 0.01% +8,191 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: 57,121 shares; 2024Q4: 56,320 shares; 2025Q1: 123,478 shares; 2025Q2: 154,812 shares; 2025Q3: 157,770 shares; 2025Q4: 94,543 shares 94,543 $3.97M 0.01% -63,227 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,933 shares; 2024Q4: 31,584 shares; 2025Q1: 39,597 shares; 2025Q2: 52,428 shares; 2025Q3: 53,777 shares; 2025Q4: 76,586 shares 76,586 $3.96M 0.01% +22,809 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,342 shares; 2025Q1: 137,557 shares; 2025Q2: 148,285 shares; 2025Q3: 156,288 shares; 2025Q4: 171,018 shares 171,018 $3.96M 0.01% +14,730 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,452 shares; 2024Q4: 11,359 shares; 2025Q1: 6,041 shares; 2025Q2: 11,163 shares; 2025Q3: 37,916 shares; 2025Q4: 38,399 shares 38,399 $3.93M 0.01% +483 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,831 shares 204,831 $3.93M 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,809 shares; 2024Q4: 52,508 shares; 2025Q1: 51,453 shares; 2025Q2: 55,859 shares; 2025Q3: 59,173 shares; 2025Q4: 69,251 shares 69,251 $3.92M 0.01% +10,078 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,017 shares; 2024Q4: 41,756 shares; 2025Q1: 43,479 shares; 2025Q2: 46,773 shares; 2025Q3: 48,079 shares; 2025Q4: 83,723 shares 83,723 $3.92M 0.01% +35,644 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 11,257 shares; 2025Q1: 11,531 shares; 2025Q2: 11,547 shares; 2025Q3: 13,520 shares; 2025Q4: 67,017 shares 67,017 $3.91M 0.01% +53,497 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: 2,829 shares; 2024Q4: 4,038 shares; 2025Q1: 4,222 shares; 2025Q2: 30,022 shares; 2025Q3: 40,010 shares; 2025Q4: 32,231 shares 32,231 $3.91M 0.01% -7,779 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: 22,294 shares; 2024Q4: 22,818 shares; 2025Q1: 27,090 shares; 2025Q2: 28,518 shares; 2025Q3: 25,514 shares; 2025Q4: 22,397 shares 22,397 $3.9M 0.01% -3,117 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 8,190 shares; 2025Q1: 8,257 shares; 2025Q2: 16,757 shares; 2025Q3: 15,753 shares; 2025Q4: 16,163 shares 16,163 $3.9M 0.01% +410 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,159 shares; 2024Q4: 52,950 shares; 2025Q1: 64,477 shares; 2025Q2: 58,120 shares; 2025Q3: 89,291 shares; 2025Q4: 101,509 shares 101,509 $3.9M 0.01% +12,218 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,076 shares; 2024Q4: 63,783 shares; 2025Q1: 77,311 shares; 2025Q2: 90,964 shares; 2025Q3: 41,090 shares; 2025Q4: 47,793 shares 47,793 $3.89M 0.01% +6,703 Timeline ACEP EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237,844 shares 237,844 $3.88M 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 14,398 shares; 2025Q1: 14,249 shares; 2025Q2: 16,417 shares; 2025Q3: 18,068 shares; 2025Q4: 18,772 shares 18,772 $3.87M 0.01% +704 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,614 shares; 2024Q4: 23,761 shares; 2025Q1: 21,525 shares; 2025Q2: 17,997 shares; 2025Q3: 18,812 shares; 2025Q4: 21,245 shares 21,245 $3.85M 0.01% +2,433 Timeline DFAX 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: 38,889 shares; 2024Q4: 38,547 shares; 2025Q1: 35,812 shares; 2025Q2: 44,576 shares; 2025Q3: 45,851 shares; 2025Q4: 117,322 shares 117,322 $3.84M 0.01% +71,471 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,512 shares; 2024Q4: 23,040 shares; 2025Q1: 21,831 shares; 2025Q2: 35,447 shares; 2025Q3: 45,743 shares; 2025Q4: 51,933 shares 51,933 $3.83M 0.01% +6,190 Timeline FUTY 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: 37,469 shares; 2024Q4: 54,052 shares; 2025Q1: 63,466 shares; 2025Q2: 64,625 shares; 2025Q3: 64,638 shares; 2025Q4: 68,850 shares 68,850 $3.8M 0.01% +4,212 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: 212,744 shares; 2024Q4: 212,744 shares; 2025Q1: 205,344 shares; 2025Q2: 268,724 shares; 2025Q3: 271,974 shares; 2025Q4: 270,286 shares 270,286 $3.79M 0.01% -1,688 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,734 shares; 2024Q4: 27,995 shares; 2025Q1: 6,405 shares; 2025Q2: 6,214 shares; 2025Q3: 25,833 shares; 2025Q4: 31,256 shares 31,256 $3.78M 0.01% +5,423 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,924 shares; 2025Q2: 94,046 shares; 2025Q3: 93,555 shares; 2025Q4: 99,498 shares 99,498 $3.76M 0.01% +5,943 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,832 shares; 2024Q4: 26,312 shares; 2025Q1: 28,856 shares; 2025Q2: 29,343 shares; 2025Q3: 29,569 shares; 2025Q4: 21,566 shares 21,566 $3.76M 0.01% -8,003 Timeline SRLN 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: 71,630 shares; 2024Q4: 75,775 shares; 2025Q1: 88,824 shares; 2025Q2: 87,558 shares; 2025Q3: 91,329 shares; 2025Q4: 90,777 shares 90,777 $3.75M 0.01% -552 Timeline EWJ 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: 23,197 shares; 2024Q4: 35,620 shares; 2025Q1: 34,107 shares; 2025Q2: 33,523 shares; 2025Q3: 42,684 shares; 2025Q4: 46,227 shares 46,227 $3.73M 0.01% +3,543 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,210 shares; 2024Q4: 61,820 shares; 2025Q1: 75,413 shares; 2025Q2: 74,353 shares; 2025Q3: 71,965 shares; 2025Q4: 61,963 shares 61,963 $3.72M 0.01% -10,002 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,189 shares; 2024Q4: 40,714 shares; 2025Q1: 40,228 shares; 2025Q2: 51,128 shares; 2025Q3: 123,194 shares; 2025Q4: 70,323 shares 70,323 $3.72M 0.01% -52,871 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 9,733 shares; 2025Q1: 12,990 shares; 2025Q2: 13,326 shares; 2025Q3: 13,945 shares; 2025Q4: 14,188 shares 14,188 $3.71M 0.01% +243 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,379 shares; 2025Q1: 2,357 shares; 2025Q2: 2,673 shares; 2025Q3: 9,138 shares; 2025Q4: 21,048 shares 21,048 $3.7M 0.01% +11,910 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 14,970 shares; 2025Q1: 17,670 shares; 2025Q2: 21,739 shares; 2025Q3: 22,760 shares; 2025Q4: 23,884 shares 23,884 $3.7M 0.01% +1,124 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: not reported; 2024Q4: not reported; 2025Q1: 8,501 shares; 2025Q2: 64,944 shares; 2025Q3: 145,280 shares; 2025Q4: 83,687 shares 83,687 $3.69M 0.01% -61,593 Timeline ESGE 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: 58,374 shares; 2024Q4: 75,812 shares; 2025Q1: 78,700 shares; 2025Q2: 78,393 shares; 2025Q3: 80,009 shares; 2025Q4: 83,253 shares 83,253 $3.68M 0.01% +3,244 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 7,775 shares; 2025Q1: 6,418 shares; 2025Q2: 7,118 shares; 2025Q3: 6,764 shares; 2025Q4: 27,696 shares 27,696 $3.67M 0.01% +20,932 Timeline FXR 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: 273,540 shares; 2024Q4: 290,099 shares; 2025Q1: 301,875 shares; 2025Q2: 315,712 shares; 2025Q3: 304,378 shares; 2025Q4: 45,910 shares 45,910 $3.67M 0.01% -258,468 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 12,247 shares; 2025Q1: 9,726 shares; 2025Q2: 10,312 shares; 2025Q3: 21,147 shares; 2025Q4: 25,955 shares 25,955 $3.66M 0.01% +4,808 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 13,237 shares; 2025Q4: 14,622 shares 14,622 $3.65M 0.01% +1,385 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,321 shares; 2024Q4: 36,533 shares; 2025Q1: 40,427 shares; 2025Q2: 42,958 shares; 2025Q3: 47,675 shares; 2025Q4: 52,385 shares 52,385 $3.64M 0.01% +4,710 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 81,724 shares; 2025Q3: 78,093 shares; 2025Q4: 70,808 shares 70,808 $3.63M 0.01% -7,285 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,745 shares; 2024Q4: 271,254 shares; 2025Q1: 292,840 shares; 2025Q2: 288,914 shares; 2025Q3: 251,360 shares; 2025Q4: 291,701 shares 291,701 $3.63M 0.01% +40,341 Timeline QQQI 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: 2,382 shares; 2025Q2: 6,890 shares; 2025Q3: 52,887 shares; 2025Q4: 67,271 shares 67,271 $3.62M 0.01% +14,384 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,754 shares; 2024Q4: 41,527 shares; 2025Q1: 45,378 shares; 2025Q2: 43,884 shares; 2025Q3: 47,986 shares; 2025Q4: 44,615 shares 44,615 $3.6M 0.01% -3,371 Timeline FENI 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: 3,259 shares; 2024Q4: 2,927 shares; 2025Q1: 1,990 shares; 2025Q2: 2,011 shares; 2025Q3: not reported; 2025Q4: 98,275 shares 98,275 $3.59M 0.01% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,534 shares; 2025Q1: 36,622 shares; 2025Q2: 101,277 shares; 2025Q3: 72,204 shares; 2025Q4: 71,922 shares 71,922 $3.56M 0.01% -282 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,125 shares; 2024Q4: 31,314 shares; 2025Q1: 62,683 shares; 2025Q2: 62,761 shares; 2025Q3: 62,870 shares; 2025Q4: 61,669 shares 61,669 $3.56M 0.01% -1,201 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: 91,759 shares; 2024Q4: 129,938 shares; 2025Q1: 123,063 shares; 2025Q2: 104,691 shares; 2025Q3: 103,943 shares; 2025Q4: 94,302 shares 94,302 $3.53M 0.01% -9,641 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 13,712 shares; 2025Q1: 13,837 shares; 2025Q2: 13,057 shares; 2025Q3: 33,954 shares; 2025Q4: 34,090 shares 34,090 $3.52M 0.01% +136 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,046 shares; 2024Q4: 47,996 shares; 2025Q1: 55,189 shares; 2025Q2: 56,838 shares; 2025Q3: 52,311 shares; 2025Q4: 43,731 shares 43,731 $3.51M 0.01% -8,580 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: 6,641 shares; 2024Q4: 6,159 shares; 2025Q1: 5,435 shares; 2025Q2: 40,589 shares; 2025Q3: 43,108 shares; 2025Q4: 43,852 shares 43,852 $3.51M 0.01% +744 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243,321 shares; 2025Q4: 271,807 shares 271,807 $3.51M 0.01% +28,486 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,083 shares; 2024Q4: 39,067 shares; 2025Q1: 59,754 shares; 2025Q2: 51,322 shares; 2025Q3: 71,801 shares; 2025Q4: 80,378 shares 80,378 $3.5M 0.01% +8,577 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,077 shares 59,077 $3.47M 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 550 shares; 2025Q2: 13,468 shares; 2025Q3: 45,086 shares; 2025Q4: 48,424 shares 48,424 $3.47M 0.01% +3,338 Timeline DFGP 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: 277,935 shares; 2024Q4: 276,467 shares; 2025Q1: 132,188 shares; 2025Q2: 116,095 shares; 2025Q3: 78,530 shares; 2025Q4: 63,959 shares 63,959 $3.46M 0.01% -14,571 Timeline ACWV 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: 30,928 shares; 2024Q4: 31,196 shares; 2025Q1: 29,138 shares; 2025Q2: 28,693 shares; 2025Q3: 28,874 shares; 2025Q4: 29,089 shares 29,089 $3.45M 0.01% +215 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 2,724 shares; 2025Q1: 2,890 shares; 2025Q2: 1,770 shares; 2025Q3: 16,073 shares; 2025Q4: 17,358 shares 17,358 $3.45M 0.01% +1,285 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: 1,044 shares; 2024Q4: 989 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 43,845 shares; 2025Q4: 50,065 shares 50,065 $3.45M 0.01% +6,220 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 17,694 shares; 2025Q1: 18,621 shares; 2025Q2: 17,143 shares; 2025Q3: 27,407 shares; 2025Q4: 35,048 shares 35,048 $3.43M 0.01% +7,641 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,409 shares; 2024Q4: 9,938 shares; 2025Q1: 9,794 shares; 2025Q2: 12,435 shares; 2025Q3: 15,413 shares; 2025Q4: 18,485 shares 18,485 $3.43M 0.01% +3,072 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,652 shares; 2024Q4: 57,199 shares; 2025Q1: 166,888 shares; 2025Q2: 132,171 shares; 2025Q3: 140,502 shares; 2025Q4: 152,907 shares 152,907 $3.41M 0.01% +12,405 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 58,872 shares; 2025Q1: 92,050 shares; 2025Q2: 123,502 shares; 2025Q3: 157,712 shares; 2025Q4: 201,506 shares 201,506 $3.41M 0.01% +43,794 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,231 shares; 2024Q4: 89,231 shares; 2025Q1: 104,358 shares; 2025Q2: 111,971 shares; 2025Q3: 112,513 shares; 2025Q4: 101,614 shares 101,614 $3.39M 0.01% -10,899 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,939 shares; 2024Q4: 19,203 shares; 2025Q1: 18,986 shares; 2025Q2: 22,488 shares; 2025Q3: 17,782 shares; 2025Q4: 58,715 shares 58,715 $3.39M 0.01% +40,933 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,523 shares; 2024Q4: 66,372 shares; 2025Q1: 59,665 shares; 2025Q2: 55,549 shares; 2025Q3: 56,313 shares; 2025Q4: 55,977 shares 55,977 $3.38M 0.01% -336 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,468 shares; 2024Q4: 107,541 shares; 2025Q1: 22,624 shares; 2025Q2: 21,864 shares; 2025Q3: 67,280 shares; 2025Q4: 75,652 shares 75,652 $3.37M 0.01% +8,372 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,266 shares; 2024Q4: 45,689 shares; 2025Q1: 204,303 shares; 2025Q2: 256,538 shares; 2025Q3: 260,621 shares; 2025Q4: 108,066 shares 108,066 $3.37M 0.01% -152,555 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,948 shares; 2024Q4: 58,467 shares; 2025Q1: 78,554 shares; 2025Q2: 111,791 shares; 2025Q3: 112,619 shares; 2025Q4: 91,803 shares 91,803 $3.36M 0.01% -20,816 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,900 shares; 2024Q4: 186,644 shares; 2025Q1: 180,058 shares; 2025Q2: 193,825 shares; 2025Q3: 199,355 shares; 2025Q4: 213,138 shares 213,138 $3.36M 0.01% +13,783 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,467 shares; 2024Q4: 18,114 shares; 2025Q1: 14,932 shares; 2025Q2: 14,866 shares; 2025Q3: 16,371 shares; 2025Q4: 18,023 shares 18,023 $3.34M 0.01% +1,652 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,518 shares; 2024Q4: 257,842 shares; 2025Q1: 264,733 shares; 2025Q2: 205,997 shares; 2025Q3: 215,293 shares; 2025Q4: 227,955 shares 227,955 $3.34M 0.01% +12,662 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,579 shares; 2024Q4: 12,585 shares; 2025Q1: 17,198 shares; 2025Q2: 32,061 shares; 2025Q3: 32,607 shares; 2025Q4: 18,028 shares 18,028 $3.33M 0.01% -14,579 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,446 shares; 2024Q4: 39,429 shares; 2025Q1: 41,810 shares; 2025Q2: 39,632 shares; 2025Q3: 43,253 shares; 2025Q4: 71,478 shares 71,478 $3.32M 0.01% +28,225 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,265 shares 127,265 $3.32M 0.01% new 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: 21,926 shares; 2024Q4: 9,868 shares; 2025Q1: 9,985 shares; 2025Q2: 38,578 shares; 2025Q3: 13,698 shares; 2025Q4: 60,726 shares 60,726 $3.32M 0.01% +47,028 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,480 shares; 2025Q3: 43,748 shares; 2025Q4: 47,491 shares 47,491 $3.31M 0.01% +3,743 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,704 shares; 2024Q4: 144,052 shares; 2025Q1: 144,986 shares; 2025Q2: 155,531 shares; 2025Q3: 155,793 shares; 2025Q4: 131,970 shares 131,970 $3.29M 0.01% -23,823 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: 72,006 shares; 2024Q4: 70,736 shares; 2025Q1: 72,046 shares; 2025Q2: 66,144 shares; 2025Q3: 70,229 shares; 2025Q4: 78,146 shares 78,146 $3.29M 0.01% +7,917 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,769 shares; 2024Q4: 133,365 shares; 2025Q1: 151,245 shares; 2025Q2: 157,151 shares; 2025Q3: 163,804 shares; 2025Q4: 171,921 shares 171,921 $3.28M 0.01% +8,117 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,527 shares; 2024Q4: 47,649 shares; 2025Q1: 48,713 shares; 2025Q2: 4,836 shares; 2025Q3: 5,391 shares; 2025Q4: 11,856 shares 11,856 $3.27M 0.01% +6,465 Timeline REVS 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: 116,888 shares; 2024Q4: 105,896 shares; 2025Q1: 108,189 shares; 2025Q2: 122,687 shares; 2025Q3: 129,028 shares; 2025Q4: 115,410 shares 115,410 $3.26M 0.01% -13,618 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,426 shares; 2025Q1: 3,416 shares; 2025Q2: 13,723 shares; 2025Q3: 15,247 shares; 2025Q4: 65,166 shares 65,166 $3.26M 0.01% +49,919 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,729 shares; 2024Q4: 34,360 shares; 2025Q1: 34,106 shares; 2025Q2: 34,158 shares; 2025Q3: 33,842 shares; 2025Q4: 36,045 shares 36,045 $3.23M 0.01% +2,203 Timeline JNK 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: 49,994 shares; 2024Q4: 85,357 shares; 2025Q1: 56,340 shares; 2025Q2: 71,831 shares; 2025Q3: 88,839 shares; 2025Q4: 33,167 shares 33,167 $3.22M 0.01% -55,672 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,701 shares; 2024Q4: 15,424 shares; 2025Q1: 12,829 shares; 2025Q2: 27,449 shares; 2025Q3: 33,656 shares; 2025Q4: 28,314 shares 28,314 $3.22M 0.01% -5,342 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 15,633 shares; 2025Q1: 26,168 shares; 2025Q2: 26,449 shares; 2025Q3: 25,899 shares; 2025Q4: 33,509 shares 33,509 $3.21M 0.01% +7,610 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 11,817 shares; 2025Q1: 11,491 shares; 2025Q2: 11,935 shares; 2025Q3: 15,087 shares; 2025Q4: 16,456 shares 16,456 $3.21M 0.01% +1,369 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,294 shares; 2025Q1: 2,200 shares; 2025Q2: 2,134 shares; 2025Q3: 2,541 shares; 2025Q4: 3,183 shares 3,183 $3.21M 0.01% +642 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 13,802 shares; 2025Q1: 12,924 shares; 2025Q2: 14,224 shares; 2025Q3: 14,077 shares; 2025Q4: 12,621 shares 12,621 $3.17M 0.01% -1,456 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,838 shares; 2024Q4: 36,796 shares; 2025Q1: 37,438 shares; 2025Q2: 731,208 shares; 2025Q3: 64,333 shares; 2025Q4: 65,329 shares 65,329 $3.17M 0.01% +996 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,580 shares; 2024Q4: 248,080 shares; 2025Q1: 152,193 shares; 2025Q2: 157,595 shares; 2025Q3: 160,896 shares; 2025Q4: 127,704 shares 127,704 $3.16M 0.01% -33,192 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,523 shares; 2025Q4: 200,823 shares 200,823 $3.16M 0.01% -700 Timeline DFEV 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: 174,064 shares; 2024Q4: 164,639 shares; 2025Q1: 151,343 shares; 2025Q2: 144,796 shares; 2025Q3: 130,449 shares; 2025Q4: 93,446 shares 93,446 $3.15M 0.01% -37,003 Timeline DEHP 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: 183,948 shares; 2024Q4: 172,695 shares; 2025Q1: 162,530 shares; 2025Q2: 154,701 shares; 2025Q3: 139,230 shares; 2025Q4: 97,420 shares 97,420 $3.14M 0.01% -41,810 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,022 shares; 2024Q4: 58,794 shares; 2025Q1: 122,860 shares; 2025Q2: 98,137 shares; 2025Q3: 101,321 shares; 2025Q4: 128,888 shares 128,888 $3.14M 0.01% +27,567 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 23,505 shares; 2025Q1: 2,386 shares; 2025Q2: 22,943 shares; 2025Q3: 34,579 shares; 2025Q4: 30,802 shares 30,802 $3.14M 0.01% -3,777 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,195 shares; 2024Q4: 104,705 shares; 2025Q1: 119,730 shares; 2025Q2: 130,326 shares; 2025Q3: 134,175 shares; 2025Q4: 154,514 shares 154,514 $3.13M 0.01% +20,339 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 9,770 shares; 2025Q1: 24,122 shares; 2025Q2: 23,861 shares; 2025Q3: 26,028 shares; 2025Q4: 15,850 shares 15,850 $3.12M 0.01% -10,178 Timeline XYLD 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: 37,910 shares; 2024Q4: 48,236 shares; 2025Q1: 54,745 shares; 2025Q2: 66,024 shares; 2025Q3: 72,748 shares; 2025Q4: 76,618 shares 76,618 $3.11M 0.01% +3,870 Timeline HEDG 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: 106,014 shares 106,014 $3.11M 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 14,277 shares; 2025Q1: 14,211 shares; 2025Q2: 15,019 shares; 2025Q3: 15,566 shares; 2025Q4: 15,397 shares 15,397 $3.1M 0.01% -169 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,407 shares; 2024Q4: 67,230 shares; 2025Q1: 64,725 shares; 2025Q2: 65,614 shares; 2025Q3: 65,397 shares; 2025Q4: 63,753 shares 63,753 $3.1M 0.01% -1,644 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,139 shares; 2024Q4: 69,732 shares; 2025Q1: 43,915 shares; 2025Q2: 51,222 shares; 2025Q3: 56,481 shares; 2025Q4: 127,215 shares 127,215 $3.08M 0.01% +70,734 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 11,077 shares; 2025Q1: 53,721 shares; 2025Q2: 65,774 shares; 2025Q3: 79,887 shares; 2025Q4: 107,405 shares 107,405 $3.08M 0.01% +27,518 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,670 shares; 2024Q4: 2,383 shares; 2025Q1: 21,074 shares; 2025Q2: 23,915 shares; 2025Q3: 25,436 shares; 2025Q4: 81,407 shares 81,407 $3.08M 0.01% +55,971 Timeline DFAU 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: 44,009 shares; 2024Q4: 53,050 shares; 2025Q1: 55,083 shares; 2025Q2: 58,856 shares; 2025Q3: 63,681 shares; 2025Q4: 65,363 shares 65,363 $3.06M 0.01% +1,682 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,944 shares; 2024Q4: 84,682 shares; 2025Q1: 78,638 shares; 2025Q2: 73,548 shares; 2025Q3: 73,204 shares; 2025Q4: 74,338 shares 74,338 $3.05M 0.01% +1,134 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,532 shares; 2024Q4: 65,566 shares; 2025Q1: 68,404 shares; 2025Q2: 61,010 shares; 2025Q3: 60,789 shares; 2025Q4: 55,390 shares 55,390 $3.05M 0.01% -5,399 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 16,426 shares; 2025Q3: 266,414 shares; 2025Q4: 332,271 shares 332,271 $3.04M 0.01% +65,857 Timeline GCOR 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: 29,666 shares; 2024Q4: 36,363 shares; 2025Q1: 31,091 shares; 2025Q2: 57,156 shares; 2025Q3: 60,927 shares; 2025Q4: 73,165 shares 73,165 $3.04M 0.01% +12,238 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,586 shares; 2024Q4: 65,760 shares; 2025Q1: 63,605 shares; 2025Q2: 91,329 shares; 2025Q3: 92,164 shares; 2025Q4: 91,968 shares 91,968 $3.04M 0.01% -196 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,003 shares; 2024Q4: 19,349 shares; 2025Q1: 23,405 shares; 2025Q2: 73,292 shares; 2025Q3: 45,009 shares; 2025Q4: 45,283 shares 45,283 $3.03M 0.01% +274 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,771 shares; 2025Q2: 72,508 shares; 2025Q3: 79,076 shares; 2025Q4: 110,389 shares 110,389 $3.03M 0.01% +31,313 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,479 shares; 2024Q4: 47,553 shares; 2025Q1: 39,356 shares; 2025Q2: 38,503 shares; 2025Q3: 43,469 shares; 2025Q4: 59,832 shares 59,832 $3.02M 0.01% +16,363 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,911 shares; 2024Q4: 58,541 shares; 2025Q1: 109,207 shares; 2025Q2: 114,784 shares; 2025Q3: 118,791 shares; 2025Q4: 118,289 shares 118,289 $3.01M 0.01% -502 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 546 shares; 2025Q1: 388 shares; 2025Q2: 84,870 shares; 2025Q3: 90,587 shares; 2025Q4: 84,302 shares 84,302 $3M 0.01% -6,285 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,691 shares; 2024Q4: 63,129 shares; 2025Q1: 60,327 shares; 2025Q2: 70,674 shares; 2025Q3: 69,483 shares; 2025Q4: 67,088 shares 67,088 $3M 0.01% -2,395 Timeline QQEW 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: 23,349 shares; 2024Q4: 22,335 shares; 2025Q1: 21,587 shares; 2025Q2: 22,598 shares; 2025Q3: 22,158 shares; 2025Q4: 21,070 shares 21,070 $2.99M 0.01% -1,088 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,030 shares; 2024Q4: 169,030 shares; 2025Q1: 169,030 shares; 2025Q2: 169,030 shares; 2025Q3: 142,621 shares; 2025Q4: 107,186 shares 107,186 $2.98M 0.01% -35,435 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,743 shares; 2024Q4: 20,424 shares; 2025Q1: 20,361 shares; 2025Q2: 16,790 shares; 2025Q3: 17,556 shares; 2025Q4: 18,229 shares 18,229 $2.98M 0.01% +673 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 8,824 shares; 2025Q1: 8,590 shares; 2025Q2: 8,983 shares; 2025Q3: 9,399 shares; 2025Q4: 9,586 shares 9,586 $2.96M 0.01% +187 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: 37,820 shares; 2024Q4: 40,505 shares; 2025Q1: 41,772 shares; 2025Q2: 48,654 shares; 2025Q3: 53,437 shares; 2025Q4: 63,920 shares 63,920 $2.96M 0.01% +10,483 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 2,292 shares; 2025Q1: 601 shares; 2025Q2: 3,408 shares; 2025Q3: 10,549 shares; 2025Q4: 15,270 shares 15,270 $2.96M 0.01% +4,721 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,056 shares; 2024Q4: 94,655 shares; 2025Q1: 95,912 shares; 2025Q2: 89,055 shares; 2025Q3: 82,824 shares; 2025Q4: 79,920 shares 79,920 $2.96M 0.01% -2,904 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND 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: 92,967 shares 92,967 $2.95M 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,282 shares; 2024Q4: 59,501 shares; 2025Q1: 55,366 shares; 2025Q2: 64,412 shares; 2025Q3: 63,792 shares; 2025Q4: 72,948 shares 72,948 $2.94M 0.01% +9,156 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 3,450 shares; 2025Q1: 3,859 shares; 2025Q2: 6,498 shares; 2025Q3: 5,708 shares; 2025Q4: 6,284 shares 6,284 $2.93M 0.01% +576 Timeline PTBD 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: 194,736 shares; 2024Q4: 166,303 shares; 2025Q1: 168,537 shares; 2025Q2: 149,408 shares; 2025Q3: 142,916 shares; 2025Q4: 150,843 shares 150,843 $2.93M 0.01% +7,927 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 18,581 shares; 2025Q1: 19,587 shares; 2025Q2: 19,154 shares; 2025Q3: 31,789 shares; 2025Q4: 58,225 shares 58,225 $2.93M 0.01% +26,436 Timeline INCM 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: 56,574 shares; 2024Q4: 62,673 shares; 2025Q1: 65,978 shares; 2025Q2: 90,344 shares; 2025Q3: 99,932 shares; 2025Q4: 104,250 shares 104,250 $2.92M 0.01% +4,318 Timeline QTUM 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: 7,590 shares; 2024Q4: 10,875 shares; 2025Q1: 12,910 shares; 2025Q2: 22,321 shares; 2025Q3: 26,612 shares; 2025Q4: 26,608 shares 26,608 $2.92M 0.01% -4 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,001 shares; 2024Q4: 48,310 shares; 2025Q1: 49,782 shares; 2025Q2: 53,577 shares; 2025Q3: 47,930 shares; 2025Q4: 42,652 shares 42,652 $2.92M 0.01% -5,278 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,428 shares; 2024Q4: 55,107 shares; 2025Q1: 67,917 shares; 2025Q2: 103,898 shares; 2025Q3: 121,118 shares; 2025Q4: 123,143 shares 123,143 $2.91M 0.01% +2,025 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: not reported; 2024Q4: 5,849 shares; 2025Q1: 6,310 shares; 2025Q2: 5,566 shares; 2025Q3: 5,975 shares; 2025Q4: 9,120 shares 9,120 $2.91M 0.01% +3,145 Timeline RSPT 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: 134,387 shares; 2024Q4: 127,866 shares; 2025Q1: 120,292 shares; 2025Q2: 54,275 shares; 2025Q3: 64,314 shares; 2025Q4: 63,686 shares 63,686 $2.9M 0.01% -628 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,036 shares; 2024Q4: 19,629 shares; 2025Q1: 22,552 shares; 2025Q2: 30,168 shares; 2025Q3: 40,869 shares; 2025Q4: 42,967 shares 42,967 $2.89M 0.01% +2,098 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 2,123 shares; 2025Q1: 1,382 shares; 2025Q2: 1,468 shares; 2025Q3: 3,423 shares; 2025Q4: 5,636 shares 5,636 $2.88M 0.01% +2,213 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,103 shares; 2024Q4: 91,313 shares; 2025Q1: 112,381 shares; 2025Q2: 124,765 shares; 2025Q3: 128,274 shares; 2025Q4: 110,229 shares 110,229 $2.88M 0.01% -18,045 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,340 shares; 2024Q4: 9,409 shares; 2025Q1: 27,907 shares; 2025Q2: 38,903 shares; 2025Q3: 30,552 shares; 2025Q4: 32,284 shares 32,284 $2.87M 0.01% +1,732 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,407 shares; 2024Q4: 31,303 shares; 2025Q1: 31,455 shares; 2025Q2: 30,892 shares; 2025Q3: 31,587 shares; 2025Q4: 42,780 shares 42,780 $2.87M 0.01% +11,193 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,808 shares 43,808 $2.87M 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 8,463 shares; 2025Q1: 9,479 shares; 2025Q2: 11,683 shares; 2025Q3: 12,218 shares; 2025Q4: 13,501 shares 13,501 $2.85M 0.01% +1,283 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 22,587 shares; 2025Q1: 23,541 shares; 2025Q2: 31,827 shares; 2025Q3: 111,659 shares; 2025Q4: 164,664 shares 164,664 $2.85M 0.01% +53,005 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 188,949 shares 188,949 $2.83M 0.01% new Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,206 shares; 2024Q4: 31,031 shares; 2025Q1: 29,241 shares; 2025Q2: 138,945 shares; 2025Q3: 84,433 shares; 2025Q4: 78,532 shares 78,532 $2.82M 0.01% -5,901 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: 3,913 shares; 2024Q4: 3,654 shares; 2025Q1: 4,272 shares; 2025Q2: 4,788 shares; 2025Q3: 6,580 shares; 2025Q4: 7,027 shares 7,027 $2.82M 0.01% +447 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,953 shares; 2024Q4: 68,338 shares; 2025Q1: 74,481 shares; 2025Q2: 70,695 shares; 2025Q3: 70,946 shares; 2025Q4: 68,961 shares 68,961 $2.82M 0.01% -1,985 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,061 shares; 2024Q4: 24,496 shares; 2025Q1: 28,487 shares; 2025Q2: 27,872 shares; 2025Q3: 20,912 shares; 2025Q4: 21,855 shares 21,855 $2.82M 0.01% +943 Timeline VDE 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: 24,224 shares; 2024Q4: 23,081 shares; 2025Q1: 21,701 shares; 2025Q2: 20,630 shares; 2025Q3: 20,780 shares; 2025Q4: 22,251 shares 22,251 $2.8M 0.01% +1,471 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,045 shares; 2024Q4: 63,977 shares; 2025Q1: 69,522 shares; 2025Q2: 60,299 shares; 2025Q3: 51,204 shares; 2025Q4: 55,178 shares 55,178 $2.78M 0.01% +3,974 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: 492 shares; 2024Q4: 497 shares; 2025Q1: 502 shares; 2025Q2: 686 shares; 2025Q3: 546 shares; 2025Q4: 33,875 shares 33,875 $2.78M 0.01% +33,329 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: 6,095 shares; 2024Q4: 4,798 shares; 2025Q1: 4,514 shares; 2025Q2: 9,602 shares; 2025Q3: 9,890 shares; 2025Q4: 35,803 shares 35,803 $2.77M 0.01% +25,913 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,070 shares; 2024Q4: 256,971 shares; 2025Q1: 268,179 shares; 2025Q2: 278,520 shares; 2025Q3: 329,703 shares; 2025Q4: 340,448 shares 340,448 $2.76M 0.01% +10,745 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,121 shares; 2024Q4: 34,827 shares; 2025Q1: 64,971 shares; 2025Q2: 45,179 shares; 2025Q3: 42,899 shares; 2025Q4: 17,065 shares 17,065 $2.76M 0.01% -25,834 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: 44,223 shares; 2024Q4: 63,605 shares; 2025Q1: 61,158 shares; 2025Q2: 61,892 shares; 2025Q3: 76,256 shares; 2025Q4: 81,351 shares 81,351 $2.75M 0.01% +5,095 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 580 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 20,969 shares 20,969 $2.74M 0.01% +19,629 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,745 shares; 2024Q4: 25,021 shares; 2025Q1: 40,512 shares; 2025Q2: 30,741 shares; 2025Q3: 31,098 shares; 2025Q4: 43,036 shares 43,036 $2.74M 0.01% +11,938 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: 69,875 shares; 2024Q4: 69,830 shares; 2025Q1: 84,900 shares; 2025Q2: 112,155 shares; 2025Q3: 92,750 shares; 2025Q4: 96,970 shares 96,970 $2.74M 0.01% +4,220 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,540 shares; 2025Q1: 3,498 shares; 2025Q2: 3,831 shares; 2025Q3: 5,884 shares; 2025Q4: 6,948 shares 6,948 $2.74M 0.01% +1,064 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,658 shares; 2024Q4: 14,556 shares; 2025Q1: 7,789 shares; 2025Q2: 10,581 shares; 2025Q3: 10,035 shares; 2025Q4: 15,151 shares 15,151 $2.73M 0.01% +5,116 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,399 shares; 2024Q4: 21,164 shares; 2025Q1: 25,377 shares; 2025Q2: 28,774 shares; 2025Q3: 34,148 shares; 2025Q4: 29,797 shares 29,797 $2.72M 0.01% -4,351 Timeline TMSL 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: 1,000 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 75,518 shares 75,518 $2.71M 0.01% +74,514 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 293 shares; 2025Q3: 313 shares; 2025Q4: 1,261 shares 1,261 $2.71M 0.01% +948 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 8,372 shares; 2025Q1: 35,519 shares; 2025Q2: 30,702 shares; 2025Q3: 44,499 shares; 2025Q4: 47,035 shares 47,035 $2.71M 0.01% +2,536 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: 171,553 shares; 2024Q4: 163,162 shares; 2025Q1: 169,275 shares; 2025Q2: 209,722 shares; 2025Q3: 212,808 shares; 2025Q4: 232,696 shares 232,696 $2.71M 0.01% +19,888 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 17,526 shares; 2025Q1: 19,072 shares; 2025Q2: 31,690 shares; 2025Q3: 36,993 shares; 2025Q4: 24,029 shares 24,029 $2.7M 0.01% -12,964 Timeline NBSD 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: not reported; 2025Q1: 14,169 shares; 2025Q2: 17,167 shares; 2025Q3: 71,321 shares; 2025Q4: 52,616 shares 52,616 $2.69M 0.01% -18,705 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,704 shares; 2024Q4: 6,787 shares; 2025Q1: 7,021 shares; 2025Q2: 7,952 shares; 2025Q3: 10,010 shares; 2025Q4: 12,401 shares 12,401 $2.69M 0.01% +2,391 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 1,934 shares; 2025Q1: 1,967 shares; 2025Q2: 11,429 shares; 2025Q3: 11,989 shares; 2025Q4: 14,531 shares 14,531 $2.69M 0.01% +2,542 Timeline RYLD 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: 164,244 shares; 2024Q4: 169,049 shares; 2025Q1: 169,466 shares; 2025Q2: 173,573 shares; 2025Q3: 172,513 shares; 2025Q4: 175,605 shares 175,605 $2.69M 0.01% +3,092 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,164 shares; 2024Q4: 28,702 shares; 2025Q1: 13,537 shares; 2025Q2: 34,075 shares; 2025Q3: 25,187 shares; 2025Q4: 35,043 shares 35,043 $2.69M 0.01% +9,856 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,634 shares; 2024Q4: 52,919 shares; 2025Q1: 46,109 shares; 2025Q2: 36,553 shares; 2025Q3: 34,859 shares; 2025Q4: 36,193 shares 36,193 $2.68M 0.01% +1,334 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: 27,850 shares; 2024Q4: 50,030 shares; 2025Q1: 43,805 shares; 2025Q2: 41,136 shares; 2025Q3: 38,176 shares; 2025Q4: 56,550 shares 56,550 $2.68M 0.01% +18,374 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,497 shares; 2024Q4: 83,622 shares; 2025Q1: 80,847 shares; 2025Q2: 80,097 shares; 2025Q3: 83,097 shares; 2025Q4: 90,287 shares 90,287 $2.67M 0.01% +7,190 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,608 shares; 2025Q2: 16,456 shares; 2025Q3: 147,146 shares; 2025Q4: 118,757 shares 118,757 $2.66M 0.01% -28,389 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,190 shares; 2024Q4: 29,775 shares; 2025Q1: 30,165 shares; 2025Q2: 14,522 shares; 2025Q3: 13,613 shares; 2025Q4: 18,396 shares 18,396 $2.66M 0.01% +4,783 Timeline JIRE 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: 21,199 shares; 2024Q4: 21,251 shares; 2025Q1: 18,512 shares; 2025Q2: 14,603 shares; 2025Q3: 19,976 shares; 2025Q4: 35,558 shares 35,558 $2.66M 0.01% +15,582 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 47,275 shares 47,275 $2.64M 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,908 shares; 2024Q4: 36,508 shares; 2025Q1: 32,874 shares; 2025Q2: 31,852 shares; 2025Q3: 29,921 shares; 2025Q4: 24,122 shares 24,122 $2.64M 0.01% -5,799 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 58 shares; 2025Q1: 9,627 shares; 2025Q2: 263 shares; 2025Q3: 8,159 shares; 2025Q4: 115,616 shares 115,616 $2.62M 0.01% +107,457 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,170 shares; 2024Q4: 15,650 shares; 2025Q1: 15,695 shares; 2025Q2: 16,442 shares; 2025Q3: 17,236 shares; 2025Q4: 23,389 shares 23,389 $2.62M 0.01% +6,153 Timeline LDUR 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: 24,545 shares; 2024Q4: 23,903 shares; 2025Q1: 23,847 shares; 2025Q2: 23,239 shares; 2025Q3: 23,994 shares; 2025Q4: 27,242 shares 27,242 $2.61M 0.01% +3,248 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,383 shares; 2024Q4: 232,326 shares; 2025Q1: 102,441 shares; 2025Q2: 123,372 shares; 2025Q3: 124,745 shares; 2025Q4: 90,476 shares 90,476 $2.61M 0.01% -34,269 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,995 shares; 2024Q4: 57,895 shares; 2025Q1: 27,858 shares; 2025Q2: 81,238 shares; 2025Q3: 96,261 shares; 2025Q4: 122,926 shares 122,926 $2.61M 0.01% +26,665 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,075 shares; 2025Q4: 60,989 shares 60,989 $2.6M 0.01% +54,914 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287,673 shares 287,673 $2.59M 0.01% new Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,406 shares; 2024Q4: 61,326 shares; 2025Q1: 66,390 shares; 2025Q2: 60,296 shares; 2025Q3: 61,691 shares; 2025Q4: 65,463 shares 65,463 $2.59M 0.01% +3,772 Timeline SCHM 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: 48,833 shares; 2024Q4: 131,888 shares; 2025Q1: 103,929 shares; 2025Q2: 98,084 shares; 2025Q3: 95,276 shares; 2025Q4: 85,978 shares 85,978 $2.59M 0.01% -9,298 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,291 shares 102,291 $2.58M 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 15,349 shares; 2025Q1: 15,013 shares; 2025Q2: 15,078 shares; 2025Q3: 14,315 shares; 2025Q4: 17,034 shares 17,034 $2.58M 0.01% +2,719 Timeline JHMM 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: 96,278 shares; 2024Q4: 85,970 shares; 2025Q1: 68,313 shares; 2025Q2: 136,398 shares; 2025Q3: 78,408 shares; 2025Q4: 39,338 shares 39,338 $2.58M 0.01% -39,070 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: 105,865 shares; 2024Q4: 106,516 shares; 2025Q1: 107,240 shares; 2025Q2: 107,133 shares; 2025Q3: 246,654 shares; 2025Q4: 259,730 shares 259,730 $2.57M 0.01% +13,076 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 13,789 shares; 2025Q1: 14,984 shares; 2025Q2: 14,484 shares; 2025Q3: 14,230 shares; 2025Q4: 15,238 shares 15,238 $2.57M 0.01% +1,008 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: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 18,502 shares; 2025Q4: 116,637 shares 116,637 $2.57M 0.01% +98,135 Timeline TACK 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: 20,337 shares; 2024Q4: 29,563 shares; 2025Q1: 32,310 shares; 2025Q2: 89,952 shares; 2025Q3: 78,606 shares; 2025Q4: 85,671 shares 85,671 $2.57M 0.01% +7,065 Timeline GCBC GREENE CNTY BANCORP INC More: the full row for GREENE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,218 shares; 2024Q4: 115,218 shares; 2025Q1: 115,218 shares; 2025Q2: 115,218 shares; 2025Q3: 115,120 shares; 2025Q4: 115,120 shares 115,120 $2.56M 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,572 shares; 2024Q4: 37,111 shares; 2025Q1: 34,648 shares; 2025Q2: 33,215 shares; 2025Q3: 24,581 shares; 2025Q4: 20,319 shares 20,319 $2.56M 0.01% -4,262 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,114 shares; 2024Q4: 35,662 shares; 2025Q1: 37,152 shares; 2025Q2: 9,837 shares; 2025Q3: 10,588 shares; 2025Q4: 20,919 shares 20,919 $2.55M 0.01% +10,331 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 37,244 shares; 2025Q4: 37,302 shares 37,302 $2.54M 0.01% +58 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,242 shares; 2024Q4: 32,505 shares; 2025Q1: 21,105 shares; 2025Q2: 126,385 shares; 2025Q3: 134,144 shares; 2025Q4: 183,484 shares 183,484 $2.54M 0.01% +49,340 Timeline PKW 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: 8,846 shares; 2024Q4: 8,860 shares; 2025Q1: 24,164 shares; 2025Q2: 28,115 shares; 2025Q3: 36,818 shares; 2025Q4: 18,813 shares 18,813 $2.53M 0.01% -18,005 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,474 shares; 2025Q2: 58,717 shares; 2025Q3: 66,036 shares; 2025Q4: 64,486 shares 64,486 $2.52M 0.01% -1,550 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,105 shares; 2025Q3: 18,742 shares; 2025Q4: 143,351 shares 143,351 $2.51M 0.01% +124,609 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,450 shares; 2025Q1: 36,548 shares; 2025Q2: 44,346 shares; 2025Q3: 49,060 shares; 2025Q4: 42,460 shares 42,460 $2.51M 0.01% -6,600 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,700 shares; 2024Q4: 25,770 shares; 2025Q1: 20,969 shares; 2025Q2: 19,985 shares; 2025Q3: 28,712 shares; 2025Q4: 29,779 shares 29,779 $2.5M 0.01% +1,067 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,756 shares; 2024Q4: 55,827 shares; 2025Q1: 57,882 shares; 2025Q2: 53,175 shares; 2025Q3: 51,749 shares; 2025Q4: 54,342 shares 54,342 $2.49M 0.01% +2,593 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,922 shares; 2025Q1: 8,125 shares; 2025Q2: 7,792 shares; 2025Q3: 14,365 shares; 2025Q4: 8,913 shares 8,913 $2.49M 0.01% -5,452 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,452 shares; 2024Q4: 78,015 shares; 2025Q1: 62,834 shares; 2025Q2: 59,076 shares; 2025Q3: 57,226 shares; 2025Q4: 57,254 shares 57,254 $2.48M 0.01% +28 Timeline TDV 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: 8,768 shares; 2024Q4: 8,870 shares; 2025Q1: 8,672 shares; 2025Q2: 8,622 shares; 2025Q3: 28,610 shares; 2025Q4: 28,591 shares 28,591 $2.48M 0.01% -19 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 10,754 shares; 2025Q1: 11,676 shares; 2025Q2: 32,581 shares; 2025Q3: 66,606 shares; 2025Q4: 67,435 shares 67,435 $2.46M 0.01% +829 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: 287 shares; 2024Q4: 6,825 shares; 2025Q1: 8,546 shares; 2025Q2: 7,704 shares; 2025Q3: 9,123 shares; 2025Q4: 9,807 shares 9,807 $2.46M 0.01% +684 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 19,123 shares; 2025Q1: 17,656 shares; 2025Q2: 18,247 shares; 2025Q3: 17,120 shares; 2025Q4: 28,057 shares 28,057 $2.46M 0.01% +10,937 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: 32,852 shares; 2024Q4: 37,489 shares; 2025Q1: 30,551 shares; 2025Q2: 97,481 shares; 2025Q3: 109,810 shares; 2025Q4: 141,851 shares 141,851 $2.45M 0.01% +32,041 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 25,594 shares; 2025Q1: 56,117 shares; 2025Q2: 75,884 shares; 2025Q3: 76,211 shares; 2025Q4: 87,146 shares 87,146 $2.45M 0.01% +10,935 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,762 shares; 2024Q4: 66 shares; 2025Q1: 2,670 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 41,329 shares 41,329 $2.44M 0.01% +38,680 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,277 shares; 2025Q1: 16,294 shares; 2025Q2: 16,045 shares; 2025Q3: 20,949 shares; 2025Q4: 28,554 shares 28,554 $2.44M 0.01% +7,605 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,120 shares; 2024Q4: 105,042 shares; 2025Q1: 85,625 shares; 2025Q2: 87,097 shares; 2025Q3: 93,860 shares; 2025Q4: 104,374 shares 104,374 $2.44M 0.01% +10,514 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 20,601 shares; 2025Q1: 19,563 shares; 2025Q2: 26,201 shares; 2025Q3: 26,583 shares; 2025Q4: 30,907 shares 30,907 $2.43M 0.01% +4,324 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,975 shares; 2025Q1: 2,551 shares; 2025Q2: 2,674 shares; 2025Q3: 2,539 shares; 2025Q4: 3,171 shares 3,171 $2.43M 0.01% +632 Timeline QFLR 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: 75,979 shares; 2024Q4: 83,026 shares; 2025Q1: 100,855 shares; 2025Q2: 91,204 shares; 2025Q3: 75,104 shares; 2025Q4: 70,828 shares 70,828 $2.43M 0.01% -4,276 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,953 shares; 2024Q4: 11,451 shares; 2025Q1: 15,631 shares; 2025Q2: 17,472 shares; 2025Q3: 15,435 shares; 2025Q4: 13,134 shares 13,134 $2.42M 0.01% -2,301 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 12,346 shares; 2025Q1: 37,580 shares; 2025Q2: 45,589 shares; 2025Q3: 122,904 shares; 2025Q4: 85,932 shares 85,932 $2.42M 0.01% -36,972 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,284 shares; 2024Q4: 39,900 shares; 2025Q1: 35,300 shares; 2025Q2: 36,294 shares; 2025Q3: 57,556 shares; 2025Q4: 59,743 shares 59,743 $2.41M 0.01% +2,187 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 2,967 shares; 2025Q1: 1,388 shares; 2025Q2: 3,707 shares; 2025Q3: 17,131 shares; 2025Q4: 37,374 shares 37,374 $2.4M 0.01% +20,243 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: 59,404 shares; 2024Q4: 71,659 shares; 2025Q1: 55,418 shares; 2025Q2: 54,656 shares; 2025Q3: 54,612 shares; 2025Q4: 54,700 shares 54,700 $2.4M 0.01% +88 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: 47,981 shares; 2024Q4: 41,195 shares; 2025Q1: 55,273 shares; 2025Q2: 55,393 shares; 2025Q3: 55,343 shares; 2025Q4: 53,355 shares 53,355 $2.4M 0.01% -1,988 Timeline FNDX 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: 26,293 shares; 2024Q4: 78,885 shares; 2025Q1: 79,580 shares; 2025Q2: 79,877 shares; 2025Q3: 80,823 shares; 2025Q4: 88,118 shares 88,118 $2.4M 0.01% +7,295 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,178 shares; 2024Q4: 51,226 shares; 2025Q1: 48,728 shares; 2025Q2: 49,759 shares; 2025Q3: 58,684 shares; 2025Q4: 57,700 shares 57,700 $2.39M 0.01% -984 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,271 shares; 2025Q2: 96,350 shares; 2025Q3: 102,188 shares; 2025Q4: 193,086 shares 193,086 $2.39M 0.01% +90,898 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 7,055 shares; 2025Q1: 24,053 shares; 2025Q2: 27,824 shares; 2025Q3: 48,416 shares; 2025Q4: 36,875 shares 36,875 $2.36M 0.01% -11,541 Timeline ANGL 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: 21,049 shares; 2024Q4: 81,539 shares; 2025Q1: 89,728 shares; 2025Q2: 70,831 shares; 2025Q3: 71,378 shares; 2025Q4: 80,426 shares 80,426 $2.36M 0.01% +9,048 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,915 shares; 2024Q4: 154,906 shares; 2025Q1: 114,851 shares; 2025Q2: 107,409 shares; 2025Q3: 93,814 shares; 2025Q4: 89,278 shares 89,278 $2.36M 0.01% -4,536 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: 63,983 shares; 2024Q4: 60,603 shares; 2025Q1: 57,314 shares; 2025Q2: 67,261 shares; 2025Q3: 84,025 shares; 2025Q4: 71,670 shares 71,670 $2.35M 0.01% -12,355 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: 7,623 shares; 2024Q4: 7,080 shares; 2025Q1: 9,521 shares; 2025Q2: 13,125 shares; 2025Q3: 13,212 shares; 2025Q4: 13,510 shares 13,510 $2.34M 0.01% +298 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,034 shares; 2024Q4: 44,585 shares; 2025Q1: 42,503 shares; 2025Q2: 43,268 shares; 2025Q3: 51,343 shares; 2025Q4: 50,689 shares 50,689 $2.34M 0.01% -654 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,674 shares; 2024Q4: 36,585 shares; 2025Q1: 34,470 shares; 2025Q2: 35,167 shares; 2025Q3: 52,078 shares; 2025Q4: 53,574 shares 53,574 $2.33M 0.01% +1,496 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 13,302 shares; 2025Q1: 14,722 shares; 2025Q2: 15,385 shares; 2025Q3: 15,989 shares; 2025Q4: 20,320 shares 20,320 $2.33M 0.01% +4,331 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 1,867 shares; 2025Q2: 966 shares; 2025Q3: 14,461 shares; 2025Q4: 26,816 shares 26,816 $2.33M 0.01% +12,355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,134 shares; 2025Q3: 55,558 shares; 2025Q4: 58,973 shares 58,973 $2.33M 0.01% +3,415 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,694 shares; 2025Q1: 4,629 shares; 2025Q2: 4,231 shares; 2025Q3: 4,893 shares; 2025Q4: 6,299 shares 6,299 $2.33M 0.01% +1,406 Timeline FMDE 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: 4,104 shares; 2024Q4: 4,104 shares; 2025Q1: 4,104 shares; 2025Q2: 4,104 shares; 2025Q3: 44,311 shares; 2025Q4: 63,959 shares 63,959 $2.33M 0.01% +19,648 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,606 shares; 2024Q4: 21,695 shares; 2025Q1: 34,134 shares; 2025Q2: 32,442 shares; 2025Q3: 21,424 shares; 2025Q4: 26,336 shares 26,336 $2.33M 0.01% +4,912 Timeline GPIX 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: 153,988 shares; 2024Q4: 157,773 shares; 2025Q1: 57,903 shares; 2025Q2: 8,931 shares; 2025Q3: 15,551 shares; 2025Q4: 43,953 shares 43,953 $2.32M 0.01% +28,402 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,967 shares; 2024Q4: 104,650 shares; 2025Q1: 32,972 shares; 2025Q2: 35,637 shares; 2025Q3: 27,144 shares; 2025Q4: 27,138 shares 27,138 $2.31M 0.01% -6 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,444 shares; 2024Q4: 65,822 shares; 2025Q1: 59,838 shares; 2025Q2: 58,859 shares; 2025Q3: 66,776 shares; 2025Q4: 55,950 shares 55,950 $2.3M 0.01% -10,826 Timeline