FDMO 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: 11,605 shares; 2024Q4: 11,443 shares; 2025Q1: 12,341 shares; 2025Q2: 58,485 shares; 2025Q3: 54,934 shares; 2025Q4: 27,321 shares 27,321 $2.29M 0.01% -27,613 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,193 shares; 2025Q1: 2,488 shares; 2025Q2: 6,707 shares; 2025Q3: 30,174 shares; 2025Q4: 49,691 shares 49,691 $2.28M 0.01% +19,517 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,626 shares; 2025Q1: 2,294 shares; 2025Q2: 3,955 shares; 2025Q3: 3,888 shares; 2025Q4: 4,014 shares 4,014 $2.28M 0.01% +126 Timeline VOX 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: 3,927 shares; 2024Q4: 3,338 shares; 2025Q1: 3,204 shares; 2025Q2: 3,224 shares; 2025Q3: 11,027 shares; 2025Q4: 11,766 shares 11,766 $2.28M 0.01% +739 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,566 shares; 2025Q3: 40,603 shares; 2025Q4: 42,124 shares 42,124 $2.28M 0.01% +1,521 Timeline DFIV 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: 43,080 shares; 2024Q4: 47,763 shares; 2025Q1: 43,059 shares; 2025Q2: 42,241 shares; 2025Q3: 44,394 shares; 2025Q4: 45,501 shares 45,501 $2.27M 0.01% +1,107 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 36,455 shares; 2025Q4: 36,968 shares 36,968 $2.27M 0.01% +513 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,625 shares; 2024Q4: 40,884 shares; 2025Q1: 51,762 shares; 2025Q2: 61,177 shares; 2025Q3: 63,075 shares; 2025Q4: 62,602 shares 62,602 $2.27M 0.01% -473 Timeline DFCF 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: 166,216 shares; 2024Q4: 174,789 shares; 2025Q1: 67,670 shares; 2025Q2: 59,521 shares; 2025Q3: 53,910 shares; 2025Q4: 53,252 shares 53,252 $2.27M 0.01% -658 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,528 shares; 2024Q4: 22,739 shares; 2025Q1: 188,976 shares; 2025Q2: 217,635 shares; 2025Q3: 57,312 shares; 2025Q4: 57,358 shares 57,358 $2.26M 0.01% +46 Timeline LQDI 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: 6,717 shares; 2024Q4: 6,316 shares; 2025Q1: 2,754 shares; 2025Q2: 2,786 shares; 2025Q3: 72,933 shares; 2025Q4: 85,398 shares 85,398 $2.26M 0.01% +12,465 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 6,016 shares; 2025Q1: 6,485 shares; 2025Q2: 7,605 shares; 2025Q3: 19,579 shares; 2025Q4: 6,557 shares 6,557 $2.26M 0.01% -13,022 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 2,734 shares; 2025Q1: 4,238 shares; 2025Q2: 4,208 shares; 2025Q3: 3,905 shares; 2025Q4: 5,372 shares 5,372 $2.25M 0.01% +1,467 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 26,909 shares; 2025Q1: 23,219 shares; 2025Q2: 25,970 shares; 2025Q3: 33,575 shares; 2025Q4: 36,347 shares 36,347 $2.25M 0.01% +2,772 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 3,190 shares; 2025Q1: 2,275 shares; 2025Q2: 1,842 shares; 2025Q3: 31,131 shares; 2025Q4: 30,179 shares 30,179 $2.24M 0.01% -952 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,619 shares; 2024Q4: 448,241 shares; 2025Q1: 186,202 shares; 2025Q2: 380,160 shares; 2025Q3: 353,211 shares; 2025Q4: 157,894 shares 157,894 $2.24M 0.01% -195,317 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 312,625 shares; 2025Q1: 346,573 shares; 2025Q2: 352,655 shares; 2025Q3: 371,093 shares; 2025Q4: 201,497 shares 201,497 $2.24M 0.01% -169,596 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,462 shares; 2025Q1: 2,305 shares; 2025Q2: 2,312 shares; 2025Q3: 3,374 shares; 2025Q4: 3,589 shares 3,589 $2.23M 0.01% +215 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 5,909 shares; 2025Q1: 5,625 shares; 2025Q2: 7,204 shares; 2025Q3: 7,479 shares; 2025Q4: 25,449 shares 25,449 $2.22M 0.01% +17,970 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,825 shares; 2025Q1: 52,483 shares; 2025Q2: 37,925 shares; 2025Q3: 38,912 shares; 2025Q4: 43,123 shares 43,123 $2.22M 0.01% +4,211 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,127 shares; 2024Q4: 38,641 shares; 2025Q1: 50,967 shares; 2025Q2: 57,776 shares; 2025Q3: 53,878 shares; 2025Q4: 45,383 shares 45,383 $2.21M 0.01% -8,495 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,897 shares; 2024Q4: 72,751 shares; 2025Q1: 60,015 shares; 2025Q2: 38,344 shares; 2025Q3: 64,793 shares; 2025Q4: 57,040 shares 57,040 $2.2M 0.01% -7,753 Timeline TBIL 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: 31,054 shares; 2024Q4: 30,758 shares; 2025Q1: 85,381 shares; 2025Q2: 33,467 shares; 2025Q3: 32,686 shares; 2025Q4: 44,109 shares 44,109 $2.2M 0.01% +11,423 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,915 shares; 2024Q4: 26,061 shares; 2025Q1: 70,519 shares; 2025Q2: 75,791 shares; 2025Q3: 76,825 shares; 2025Q4: 91,478 shares 91,478 $2.2M 0.01% +14,653 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,337 shares; 2024Q4: 92,306 shares; 2025Q1: 95,676 shares; 2025Q2: 101,535 shares; 2025Q3: 100,017 shares; 2025Q4: 106,437 shares 106,437 $2.2M 0.01% +6,420 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,868 shares; 2024Q4: 29,153 shares; 2025Q1: 53,366 shares; 2025Q2: 48,748 shares; 2025Q3: 51,610 shares; 2025Q4: 56,160 shares 56,160 $2.2M 0.01% +4,550 Timeline JTEK 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: 8,688 shares; 2024Q4: 5,199 shares; 2025Q1: 4,459 shares; 2025Q2: not reported; 2025Q3: 6,072 shares; 2025Q4: 24,375 shares 24,375 $2.2M 0.01% +18,303 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,516 shares; 2024Q4: 42,420 shares; 2025Q1: 20,612 shares; 2025Q2: 19,568 shares; 2025Q3: 59,151 shares; 2025Q4: 73,665 shares 73,665 $2.2M 0.01% +14,514 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,738 shares; 2025Q1: 2,644 shares; 2025Q2: 59,162 shares; 2025Q3: 67,100 shares; 2025Q4: 84,698 shares 84,698 $2.19M 0.01% +17,598 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,662 shares; 2025Q1: 3,848 shares; 2025Q2: 7,700 shares; 2025Q3: 9,358 shares; 2025Q4: 10,522 shares 10,522 $2.19M 0.01% +1,164 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,028 shares; 2024Q4: 13,333 shares; 2025Q1: 29,264 shares; 2025Q2: 34,234 shares; 2025Q3: 35,485 shares; 2025Q4: 24,845 shares 24,845 $2.19M 0.01% -10,640 Timeline IBMR 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: 105,852 shares; 2025Q1: 84,353 shares; 2025Q2: 82,917 shares; 2025Q3: 84,023 shares; 2025Q4: 85,690 shares 85,690 $2.18M 0.01% +1,667 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,458 shares; 2024Q4: 48,928 shares; 2025Q1: 45,076 shares; 2025Q2: 45,650 shares; 2025Q3: 86,934 shares; 2025Q4: 225,299 shares 225,299 $2.17M 0.01% +138,365 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 9,810 shares; 2025Q1: 33,267 shares; 2025Q2: 19,587 shares; 2025Q3: 48,808 shares; 2025Q4: 88,336 shares 88,336 $2.17M 0.01% +39,528 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,076 shares; 2024Q4: 41,959 shares; 2025Q1: 43,233 shares; 2025Q2: 44,130 shares; 2025Q3: 101,586 shares; 2025Q4: 114,345 shares 114,345 $2.17M 0.01% +12,759 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 19,107 shares; 2025Q1: 16,941 shares; 2025Q2: 22,225 shares; 2025Q3: 34,204 shares; 2025Q4: 51,786 shares 51,786 $2.16M 0.01% +17,582 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,510 shares; 2025Q2: 38,369 shares; 2025Q3: 75,482 shares; 2025Q4: 37,277 shares 37,277 $2.15M 0.01% -38,205 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,073 shares; 2024Q4: 13,128 shares; 2025Q1: 11,436 shares; 2025Q2: 10,916 shares; 2025Q3: 10,439 shares; 2025Q4: 11,379 shares 11,379 $2.14M 0.01% +940 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,891 shares; 2024Q4: 7,420 shares; 2025Q1: 17,128 shares; 2025Q2: 10,042 shares; 2025Q3: 12,478 shares; 2025Q4: 26,539 shares 26,539 $2.14M 0.01% +14,061 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,872 shares; 2025Q4: 74,570 shares 74,570 $2.14M 0.01% +17,698 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,560 shares 56,560 $2.14M 0.01% new Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,125 shares; 2024Q4: 21,309 shares; 2025Q1: 20,333 shares; 2025Q2: 20,250 shares; 2025Q3: 19,767 shares; 2025Q4: 19,820 shares 19,820 $2.14M 0.01% +53 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 12,548 shares; 2025Q1: 19,324 shares; 2025Q2: 20,888 shares; 2025Q3: 26,064 shares; 2025Q4: 27,568 shares 27,568 $2.13M 0.01% +1,504 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,247 shares; 2024Q4: 32,922 shares; 2025Q1: 25,002 shares; 2025Q2: 24,254 shares; 2025Q3: 29,556 shares; 2025Q4: 36,453 shares 36,453 $2.13M 0.01% +6,897 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,828 shares 68,828 $2.13M 0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 2,022 shares; 2025Q1: 2,425 shares; 2025Q2: 3,050 shares; 2025Q3: 9,812 shares; 2025Q4: 40,947 shares 40,947 $2.12M 0.01% +31,135 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,982 shares; 2025Q2: 111,268 shares; 2025Q3: 111,306 shares; 2025Q4: 117,969 shares 117,969 $2.12M 0.01% +6,663 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,290 shares; 2024Q4: 4,750 shares; 2025Q1: 39,892 shares; 2025Q2: 52,472 shares; 2025Q3: 100,752 shares; 2025Q4: 101,096 shares 101,096 $2.11M 0.01% +344 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,232 shares; 2024Q4: 16,668 shares; 2025Q1: 19,893 shares; 2025Q2: 21,030 shares; 2025Q3: 13,738 shares; 2025Q4: 14,590 shares 14,590 $2.1M 0.01% +852 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 6,174 shares; 2025Q1: 6,395 shares; 2025Q2: 5,915 shares; 2025Q3: 23,856 shares; 2025Q4: 24,729 shares 24,729 $2.09M 0.01% +873 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 2,435 shares; 2025Q1: 5,316 shares; 2025Q2: 4,909 shares; 2025Q3: 5,339 shares; 2025Q4: 6,677 shares 6,677 $2.09M 0.01% +1,338 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,191 shares; 2024Q4: 141,187 shares; 2025Q1: 162,416 shares; 2025Q2: 150,273 shares; 2025Q3: 143,136 shares; 2025Q4: 117,584 shares 117,584 $2.09M 0.01% -25,552 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,186 shares 41,186 $2.09M 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,364 shares; 2024Q4: 29,978 shares; 2025Q1: 27,396 shares; 2025Q2: 32,646 shares; 2025Q3: 28,072 shares; 2025Q4: 25,126 shares 25,126 $2.08M 0.01% -2,946 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 201 shares; 2025Q1: 819 shares; 2025Q2: 2,297 shares; 2025Q3: 12,146 shares; 2025Q4: 12,269 shares 12,269 $2.08M 0.01% +123 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: 47,466 shares; 2025Q2: 44,498 shares; 2025Q3: 49,058 shares; 2025Q4: 49,497 shares 49,497 $2.08M 0.01% +439 Timeline FQAL 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: 25,866 shares; 2024Q4: 25,169 shares; 2025Q1: 26,270 shares; 2025Q2: 32,882 shares; 2025Q3: 33,528 shares; 2025Q4: 27,458 shares 27,458 $2.08M 0.01% -6,070 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,543 shares; 2024Q4: 59,906 shares; 2025Q1: 65,190 shares; 2025Q2: 62,618 shares; 2025Q3: 38,272 shares; 2025Q4: 41,774 shares 41,774 $2.07M 0.01% +3,502 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350,912 shares; 2025Q2: 448,021 shares; 2025Q3: 53,196 shares; 2025Q4: 44,875 shares 44,875 $2.07M 0.01% -8,321 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,700 shares; 2024Q4: 379,800 shares; 2025Q1: 383,400 shares; 2025Q2: 194,715 shares; 2025Q3: 198,815 shares; 2025Q4: 211,355 shares 211,355 $2.07M 0.01% +12,540 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,240 shares; 2024Q4: 30,540 shares; 2025Q1: 31,290 shares; 2025Q2: 26,827 shares; 2025Q3: 27,039 shares; 2025Q4: 28,052 shares 28,052 $2.07M 0.01% +1,013 Timeline JHHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,784 shares 79,784 $2.06M 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 7,438 shares; 2025Q1: 44,790 shares; 2025Q2: 17,326 shares; 2025Q3: 37,999 shares; 2025Q4: 15,100 shares 15,100 $2.05M 0.01% -22,899 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,138 shares; 2024Q4: 44,445 shares; 2025Q1: 78,922 shares; 2025Q2: 42,895 shares; 2025Q3: 46,742 shares; 2025Q4: 48,082 shares 48,082 $2.05M 0.01% +1,340 Timeline RWJ 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: 32,741 shares; 2024Q4: 31,454 shares; 2025Q1: 33,557 shares; 2025Q2: 38,555 shares; 2025Q3: 35,994 shares; 2025Q4: 42,090 shares 42,090 $2.05M 0.01% +6,096 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,153 shares; 2025Q1: 28,712 shares; 2025Q2: 50,868 shares; 2025Q3: 66,598 shares; 2025Q4: 80,634 shares 80,634 $2.04M 0.01% +14,036 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,047 shares; 2024Q4: 78,000 shares; 2025Q1: 79,444 shares; 2025Q2: 84,136 shares; 2025Q3: 90,902 shares; 2025Q4: 106,620 shares 106,620 $2.04M 0.01% +15,718 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 100 shares; 2025Q3: 52,905 shares; 2025Q4: 84,280 shares 84,280 $2.04M 0.01% +31,375 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,757 shares; 2024Q4: 221,965 shares; 2025Q1: 244,081 shares; 2025Q2: 240,790 shares; 2025Q3: 216,645 shares; 2025Q4: 137,631 shares 137,631 $2.04M 0.01% -79,014 Timeline FAUG 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: 39,735 shares; 2024Q4: 35,850 shares; 2025Q1: 34,968 shares; 2025Q2: 35,362 shares; 2025Q3: 38,992 shares; 2025Q4: 38,387 shares 38,387 $2.03M 0.01% -605 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,578 shares; 2024Q4: 85,168 shares; 2025Q1: 81,932 shares; 2025Q2: 183,319 shares; 2025Q3: 182,080 shares; 2025Q4: 43,546 shares 43,546 $2.02M 0.01% -138,534 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,391 shares; 2024Q4: 28,265 shares; 2025Q1: 30,658 shares; 2025Q2: 32,626 shares; 2025Q3: 33,569 shares; 2025Q4: 39,836 shares 39,836 $2.01M 0.01% +6,267 Timeline RPG 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: 42,705 shares; 2024Q4: 42,761 shares; 2025Q1: 49,711 shares; 2025Q2: 49,303 shares; 2025Q3: 51,433 shares; 2025Q4: 43,060 shares 43,060 $2.01M 0.01% -8,373 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,280 shares 27,280 $2.01M 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 23,905 shares; 2025Q1: 18,995 shares; 2025Q2: 19,253 shares; 2025Q3: 12,503 shares; 2025Q4: 30,197 shares 30,197 $2M 0.01% +17,694 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 6,106 shares; 2025Q1: 6,300 shares; 2025Q2: 5,720 shares; 2025Q3: 6,267 shares; 2025Q4: 7,894 shares 7,894 $2M 0.01% +1,627 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,198 shares; 2024Q4: 76,533 shares; 2025Q1: 64,787 shares; 2025Q2: 61,378 shares; 2025Q3: 53,012 shares; 2025Q4: 46,020 shares 46,020 $2M 0.01% -6,992 Timeline NUDM 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: 21,716 shares; 2024Q4: 22,491 shares; 2025Q1: 56,309 shares; 2025Q2: 52,031 shares; 2025Q3: 54,868 shares; 2025Q4: 55,073 shares 55,073 $1.99M 0.01% +205 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,431 shares; 2024Q4: 56,721 shares; 2025Q1: 56,075 shares; 2025Q2: 55,924 shares; 2025Q3: 58,072 shares; 2025Q4: 55,845 shares 55,845 $1.99M 0.01% -2,227 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,310 shares; 2024Q4: 33,353 shares; 2025Q1: 38,278 shares; 2025Q2: 60,968 shares; 2025Q3: 59,513 shares; 2025Q4: 60,068 shares 60,068 $1.99M 0.01% +555 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 6,339 shares; 2025Q1: 6,560 shares; 2025Q2: 8,832 shares; 2025Q3: 15,861 shares; 2025Q4: 8,874 shares 8,874 $1.98M 0.01% -6,987 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,602 shares; 2024Q4: 31,803 shares; 2025Q1: 32,066 shares; 2025Q2: 16,074 shares; 2025Q3: 30,744 shares; 2025Q4: 46,616 shares 46,616 $1.98M 0.01% +15,872 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 15,916 shares; 2025Q1: 17,072 shares; 2025Q2: 19,081 shares; 2025Q3: 28,376 shares; 2025Q4: 29,410 shares 29,410 $1.97M 0.01% +1,034 Timeline SCHC 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: 28,252 shares; 2024Q4: 27,771 shares; 2025Q1: 26,573 shares; 2025Q2: 27,332 shares; 2025Q3: 29,631 shares; 2025Q4: 43,263 shares 43,263 $1.97M 0.01% +13,632 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 11,850 shares; 2025Q1: 4,238 shares; 2025Q2: 3,832 shares; 2025Q3: 3,349 shares; 2025Q4: 3,425 shares 3,425 $1.97M 0.01% +76 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 3,976 shares; 2025Q1: 7,985 shares; 2025Q2: 10,967 shares; 2025Q3: 14,170 shares; 2025Q4: 24,696 shares 24,696 $1.97M 0.01% +10,526 Timeline YEAR 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: 12,619 shares; 2024Q4: 29,502 shares; 2025Q1: 37,435 shares; 2025Q2: 35,023 shares; 2025Q3: 42,419 shares; 2025Q4: 38,608 shares 38,608 $1.95M 0.01% -3,811 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,838 shares; 2024Q4: 13,887 shares; 2025Q1: 16,719 shares; 2025Q2: 15,280 shares; 2025Q3: 12,446 shares; 2025Q4: 25,960 shares 25,960 $1.94M 0.01% +13,514 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,905 shares; 2024Q4: 94,876 shares; 2025Q1: 85,804 shares; 2025Q2: 73,490 shares; 2025Q3: 73,022 shares; 2025Q4: 73,209 shares 73,209 $1.94M 0.01% +187 Timeline FLRN 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: 210 shares; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,832 shares 62,832 $1.93M 0.01% new Timeline SPSB 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: 54,833 shares; 2024Q4: 64,769 shares; 2025Q1: 59,427 shares; 2025Q2: 59,544 shares; 2025Q3: 60,956 shares; 2025Q4: 63,885 shares 63,885 $1.93M 0.01% +2,929 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,226 shares; 2024Q4: 112,972 shares; 2025Q1: 84,870 shares; 2025Q2: 85,757 shares; 2025Q3: 89,317 shares; 2025Q4: 89,775 shares 89,775 $1.92M 0.01% +458 Timeline EMLP 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: 40,487 shares; 2024Q4: 41,880 shares; 2025Q1: 60,184 shares; 2025Q2: 47,047 shares; 2025Q3: 48,814 shares; 2025Q4: 50,529 shares 50,529 $1.91M 0.01% +1,715 Timeline MGC 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: 8,973 shares; 2024Q4: 9,350 shares; 2025Q1: 7,331 shares; 2025Q2: 6,244 shares; 2025Q3: 6,057 shares; 2025Q4: 7,618 shares 7,618 $1.91M 0.01% +1,561 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,191 shares; 2024Q4: 11,600 shares; 2025Q1: 9,345 shares; 2025Q2: 11,537 shares; 2025Q3: 14,288 shares; 2025Q4: 18,368 shares 18,368 $1.91M 0.01% +4,080 Timeline FMAY 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: 43,111 shares; 2024Q4: 37,959 shares; 2025Q1: 37,113 shares; 2025Q2: 40,355 shares; 2025Q3: 36,586 shares; 2025Q4: 35,736 shares 35,736 $1.91M 0.01% -850 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,722 shares; 2024Q4: 36,261 shares; 2025Q1: 27,421 shares; 2025Q2: 28,306 shares; 2025Q3: 25,060 shares; 2025Q4: 37,219 shares 37,219 $1.91M 0.01% +12,159 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 2,842 shares; 2025Q1: 3,911 shares; 2025Q2: 4,512 shares; 2025Q3: 4,697 shares; 2025Q4: 5,965 shares 5,965 $1.9M 0.01% +1,268 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 73 shares; 2025Q2: 26,221 shares; 2025Q3: 28,210 shares; 2025Q4: 27,333 shares 27,333 $1.9M 0.01% -877 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 16,740 shares; 2025Q1: 16,958 shares; 2025Q2: 16,837 shares; 2025Q3: 19,162 shares; 2025Q4: 19,555 shares 19,555 $1.89M 0.01% +393 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 32,154 shares; 2025Q2: 30,156 shares; 2025Q3: 24,911 shares; 2025Q4: 25,196 shares 25,196 $1.89M 0.01% +285 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,992 shares; 2024Q4: 43,208 shares; 2025Q1: 52,822 shares; 2025Q2: 49,048 shares; 2025Q3: 69,427 shares; 2025Q4: 54,073 shares 54,073 $1.89M 0.01% -15,354 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,986 shares; 2024Q4: 50,281 shares; 2025Q1: 51,361 shares; 2025Q2: 40,072 shares; 2025Q3: 40,879 shares; 2025Q4: 39,802 shares 39,802 $1.89M 0.01% -1,077 Timeline FPE 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: 234,475 shares; 2024Q4: 336,302 shares; 2025Q1: 362,629 shares; 2025Q2: 371,865 shares; 2025Q3: 365,076 shares; 2025Q4: 103,767 shares 103,767 $1.89M 0.01% -261,309 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,739 shares; 2024Q4: 82,444 shares; 2025Q1: 45,783 shares; 2025Q2: 48,157 shares; 2025Q3: 48,153 shares; 2025Q4: 48,298 shares 48,298 $1.89M 0.01% +145 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 3,354 shares; 2025Q1: 8,670 shares; 2025Q2: 10,505 shares; 2025Q3: 10,848 shares; 2025Q4: 15,123 shares 15,123 $1.89M 0.01% +4,275 Timeline ACWI 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: 9,226 shares; 2024Q4: 9,367 shares; 2025Q1: 10,952 shares; 2025Q2: 11,138 shares; 2025Q3: 10,796 shares; 2025Q4: 13,266 shares 13,266 $1.88M 0.01% +2,470 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 251 shares; 2025Q2: 12,234 shares; 2025Q3: 5,607 shares; 2025Q4: 15,627 shares 15,627 $1.87M 0.01% +10,020 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,132 shares; 2024Q4: 23,917 shares; 2025Q1: 26,150 shares; 2025Q2: 23,262 shares; 2025Q3: 26,121 shares; 2025Q4: 27,801 shares 27,801 $1.87M 0.01% +1,680 Timeline ISVL 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: 41,355 shares; 2024Q4: 39,530 shares; 2025Q1: 37,930 shares; 2025Q2: 38,358 shares; 2025Q3: 39,909 shares; 2025Q4: 39,165 shares 39,165 $1.86M 0.01% -744 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,795 shares; 2024Q4: 109,200 shares; 2025Q1: 93,173 shares; 2025Q2: 72,658 shares; 2025Q3: 65,177 shares; 2025Q4: 66,540 shares 66,540 $1.86M 0.01% +1,363 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,430 shares; 2025Q2: 1,431 shares; 2025Q3: 4,009 shares; 2025Q4: 19,514 shares 19,514 $1.86M 0.01% +15,505 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,301 shares; 2024Q4: 47,855 shares; 2025Q1: 58,846 shares; 2025Q2: 28,847 shares; 2025Q3: 41,124 shares; 2025Q4: 47,217 shares 47,217 $1.86M 0.01% +6,093 Timeline IEUR 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: 13,954 shares; 2024Q4: 24,631 shares; 2025Q1: 22,699 shares; 2025Q2: 23,248 shares; 2025Q3: 26,603 shares; 2025Q4: 25,982 shares 25,982 $1.84M 0.01% -621 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 4,883 shares; 2025Q1: 7,630 shares; 2025Q2: 10,723 shares; 2025Q3: 12,326 shares; 2025Q4: 12,998 shares 12,998 $1.84M 0.01% +672 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,361 shares; 2024Q4: 168,310 shares; 2025Q1: 173,647 shares; 2025Q2: 176,543 shares; 2025Q3: 179,868 shares; 2025Q4: 163,558 shares 163,558 $1.84M 0.01% -16,310 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,287 shares; 2024Q4: 18,996 shares; 2025Q1: 19,630 shares; 2025Q2: 20,852 shares; 2025Q3: 19,361 shares; 2025Q4: 21,336 shares 21,336 $1.84M 0.01% +1,975 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,737 shares; 2024Q4: 21,498 shares; 2025Q1: 23,509 shares; 2025Q2: 40,969 shares; 2025Q3: 43,035 shares; 2025Q4: 39,029 shares 39,029 $1.84M 0.01% -4,006 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,819 shares; 2025Q1: 2,284 shares; 2025Q2: 3,037 shares; 2025Q3: 3,445 shares; 2025Q4: 6,392 shares 6,392 $1.84M 0.01% +2,947 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,626 shares; 2024Q4: 111,350 shares; 2025Q1: 146,113 shares; 2025Q2: 153,711 shares; 2025Q3: 152,506 shares; 2025Q4: 145,007 shares 145,007 $1.84M 0.01% -7,499 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,268 shares; 2025Q1: 40,884 shares; 2025Q2: 55,528 shares; 2025Q3: 59,094 shares; 2025Q4: 71,517 shares 71,517 $1.83M 0.01% +12,423 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,689 shares; 2024Q4: 24,842 shares; 2025Q1: 20,873 shares; 2025Q2: 25,351 shares; 2025Q3: 24,792 shares; 2025Q4: 27,359 shares 27,359 $1.83M 0.01% +2,567 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,227 shares; 2024Q4: 27,216 shares; 2025Q1: 26,795 shares; 2025Q2: 25,370 shares; 2025Q3: 23,909 shares; 2025Q4: 26,154 shares 26,154 $1.83M 0.01% +2,245 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 3,275 shares; 2025Q1: 2,856 shares; 2025Q2: 4,440 shares; 2025Q3: 3,968 shares; 2025Q4: 11,334 shares 11,334 $1.81M 0.01% +7,366 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,594 shares; 2024Q4: 38,990 shares; 2025Q1: 40,289 shares; 2025Q2: 40,979 shares; 2025Q3: 53,205 shares; 2025Q4: 47,074 shares 47,074 $1.81M 0.01% -6,131 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 6,904 shares; 2025Q1: 5,335 shares; 2025Q2: 22,903 shares; 2025Q3: 24,807 shares; 2025Q4: 23,071 shares 23,071 $1.81M 0.01% -1,736 Timeline GDXJ 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: 12,993 shares; 2024Q4: 13,261 shares; 2025Q1: 12,837 shares; 2025Q2: 14,604 shares; 2025Q3: 14,320 shares; 2025Q4: 15,826 shares 15,826 $1.8M 0.01% +1,506 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,649 shares; 2025Q1: 4,724 shares; 2025Q2: 4,386 shares; 2025Q3: 16,819 shares; 2025Q4: 17,283 shares 17,283 $1.8M 0.01% +464 Timeline BSJQ 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: 59,300 shares; 2024Q4: 60,486 shares; 2025Q1: 65,438 shares; 2025Q2: 62,655 shares; 2025Q3: 75,746 shares; 2025Q4: 76,888 shares 76,888 $1.79M 0.01% +1,142 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,831 shares; 2024Q4: 7,127 shares; 2025Q1: 7,310 shares; 2025Q2: 9,515 shares; 2025Q3: 13,112 shares; 2025Q4: 28,095 shares 28,095 $1.79M 0.01% +14,983 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 3,749 shares; 2025Q1: 1,191 shares; 2025Q2: 5,078 shares; 2025Q3: 7,193 shares; 2025Q4: 7,663 shares 7,663 $1.79M 0.01% +470 Timeline DFUV 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: 42,024 shares; 2024Q4: 45,514 shares; 2025Q1: 41,379 shares; 2025Q2: 38,992 shares; 2025Q3: 38,507 shares; 2025Q4: 38,365 shares 38,365 $1.79M 0.01% -142 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,288 shares; 2024Q4: 22,518 shares; 2025Q1: 44,090 shares; 2025Q2: 52,709 shares; 2025Q3: 56,207 shares; 2025Q4: 62,519 shares 62,519 $1.79M 0.01% +6,312 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 39,071 shares; 2025Q1: 40,720 shares; 2025Q2: 43,625 shares; 2025Q3: 44,994 shares; 2025Q4: 46,160 shares 46,160 $1.77M 0.01% +1,166 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,627 shares; 2024Q4: 33,136 shares; 2025Q1: 33,206 shares; 2025Q2: 41,912 shares; 2025Q3: 34,890 shares; 2025Q4: 43,988 shares 43,988 $1.77M 0.01% +9,098 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,260 shares; 2024Q4: 82,854 shares; 2025Q1: 86,351 shares; 2025Q2: 78,893 shares; 2025Q3: 104,876 shares; 2025Q4: 140,302 shares 140,302 $1.77M 0.01% +35,426 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 5,398 shares; 2025Q1: 19,673 shares; 2025Q2: 55,364 shares; 2025Q3: 64,896 shares; 2025Q4: 33,357 shares 33,357 $1.76M 0.01% -31,539 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 5,869 shares; 2025Q1: 6,911 shares; 2025Q2: 8,388 shares; 2025Q3: 8,766 shares; 2025Q4: 8,566 shares 8,566 $1.76M 0.01% -200 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,821 shares; 2024Q4: 21,221 shares; 2025Q1: 26,523 shares; 2025Q2: 25,238 shares; 2025Q3: 30,809 shares; 2025Q4: 33,816 shares 33,816 $1.76M 0.01% +3,007 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,656 shares; 2025Q1: 10,250 shares; 2025Q2: 11,466 shares; 2025Q3: 32,978 shares; 2025Q4: 38,772 shares 38,772 $1.76M 0.01% +5,794 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 5,400 shares; 2025Q1: 577 shares; 2025Q2: 2,803 shares; 2025Q3: 1,870 shares; 2025Q4: 5,949 shares 5,949 $1.76M 0.01% +4,079 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,285 shares; 2024Q4: 211,397 shares; 2025Q1: 257,010 shares; 2025Q2: 115,519 shares; 2025Q3: 116,933 shares; 2025Q4: 70,448 shares 70,448 $1.75M 0.01% -46,485 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,526 shares; 2024Q4: 42,026 shares; 2025Q1: 63,254 shares; 2025Q2: 84,090 shares; 2025Q3: 47,100 shares; 2025Q4: 60,814 shares 60,814 $1.75M 0.01% +13,714 Timeline BSJR 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: 57,936 shares; 2024Q4: 59,139 shares; 2025Q1: 64,459 shares; 2025Q2: 61,562 shares; 2025Q3: 74,601 shares; 2025Q4: 77,457 shares 77,457 $1.75M 0.01% +2,856 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,116 shares; 2024Q4: 42,297 shares; 2025Q1: 44,639 shares; 2025Q2: 46,407 shares; 2025Q3: 39,376 shares; 2025Q4: 38,343 shares 38,343 $1.75M 0.01% -1,033 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: 31,174 shares; 2025Q2: 35,098 shares; 2025Q3: 35,968 shares; 2025Q4: 39,737 shares 39,737 $1.74M 0.01% +3,769 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,112 shares; 2025Q1: 9,815 shares; 2025Q2: 9,911 shares; 2025Q3: 10,559 shares; 2025Q4: 10,394 shares 10,394 $1.74M 0.01% -165 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,899 shares; 2025Q2: 114,460 shares; 2025Q3: 220,870 shares; 2025Q4: 91,635 shares 91,635 $1.74M 0.01% -129,235 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,197 shares; 2024Q4: 21,584 shares; 2025Q1: 18,002 shares; 2025Q2: 19,512 shares; 2025Q3: 23,933 shares; 2025Q4: 17,528 shares 17,528 $1.74M 0.01% -6,405 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 5,582 shares; 2025Q1: 5,198 shares; 2025Q2: 5,269 shares; 2025Q3: 7,215 shares; 2025Q4: 7,235 shares 7,235 $1.74M 0.01% +20 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 12,399 shares; 2025Q1: 11,597 shares; 2025Q2: 12,167 shares; 2025Q3: 10,605 shares; 2025Q4: 12,292 shares 12,292 $1.74M 0.01% +1,687 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,815 shares; 2024Q4: 39,776 shares; 2025Q1: 32,928 shares; 2025Q2: 27,418 shares; 2025Q3: 34,222 shares; 2025Q4: 23,246 shares 23,246 $1.73M 0.01% -10,976 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: 6,699 shares; 2025Q1: 14,781 shares; 2025Q2: 10,357 shares; 2025Q3: 19,598 shares; 2025Q4: 20,710 shares 20,710 $1.73M 0.01% +1,112 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 22,142 shares; 2025Q1: 20,277 shares; 2025Q2: 20,964 shares; 2025Q3: 26,463 shares; 2025Q4: 26,538 shares 26,538 $1.73M 0.01% +75 Timeline IOCT 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: 159,589 shares; 2024Q4: 112,545 shares; 2025Q1: 51,735 shares; 2025Q2: 55,853 shares; 2025Q3: 48,826 shares; 2025Q4: 49,458 shares 49,458 $1.72M 0.01% +632 Timeline CMF 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: 128,509 shares; 2024Q4: 131,212 shares; 2025Q1: 124,764 shares; 2025Q2: 116,458 shares; 2025Q3: 31,184 shares; 2025Q4: 29,813 shares 29,813 $1.71M 0.01% -1,371 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA 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: 49,163 shares; 2025Q4: 48,531 shares 48,531 $1.71M 0.01% -632 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,700 shares; 2024Q4: 48,500 shares; 2025Q1: 48,500 shares; 2025Q2: 45,800 shares; 2025Q3: 182,225 shares; 2025Q4: 213,449 shares 213,449 $1.7M 0.01% +31,224 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,859 shares; 2024Q4: 13,182 shares; 2025Q1: 23,800 shares; 2025Q2: 14,651 shares; 2025Q3: 26,113 shares; 2025Q4: 95,648 shares 95,648 $1.7M 0.01% +69,535 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,228 shares; 2024Q4: 186,676 shares; 2025Q1: 206,880 shares; 2025Q2: 21,297 shares; 2025Q3: 10,380 shares; 2025Q4: 9,311 shares 9,311 $1.69M 0.01% -1,069 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 5,642 shares; 2025Q1: 6,585 shares; 2025Q2: 7,783 shares; 2025Q3: 7,721 shares; 2025Q4: 8,139 shares 8,139 $1.69M 0.01% +418 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,834 shares; 2024Q4: 201,369 shares; 2025Q1: 64,665 shares; 2025Q2: 59,627 shares; 2025Q3: 75,948 shares; 2025Q4: 104,507 shares 104,507 $1.68M 0.01% +28,559 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,256 shares 17,256 $1.68M 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,563 shares; 2024Q4: 48,092 shares; 2025Q1: 64,583 shares; 2025Q2: 78,034 shares; 2025Q3: 59,951 shares; 2025Q4: 65,465 shares 65,465 $1.68M 0.01% +5,514 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 11,696 shares; 2025Q1: 33,707 shares; 2025Q2: 16,643 shares; 2025Q3: 35,133 shares; 2025Q4: 26,347 shares 26,347 $1.67M 0.01% -8,786 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION 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: 10,309 shares; 2025Q3: 182,745 shares; 2025Q4: 182,809 shares 182,809 $1.67M 0.01% +64 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,701 shares; 2025Q1: 2,941 shares; 2025Q2: 2,472 shares; 2025Q3: 2,728 shares; 2025Q4: 2,057 shares 2,057 $1.66M 0.01% -671 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 13,413 shares; 2025Q1: 13,631 shares; 2025Q2: 13,784 shares; 2025Q3: 13,143 shares; 2025Q4: 13,891 shares 13,891 $1.66M 0.01% +748 Timeline MDYG 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: 4,109 shares; 2024Q4: 4,791 shares; 2025Q1: 5,127 shares; 2025Q2: 4,967 shares; 2025Q3: 17,127 shares; 2025Q4: 17,964 shares 17,964 $1.66M 0.01% +837 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,351 shares; 2024Q4: 22,876 shares; 2025Q1: 22,905 shares; 2025Q2: 22,967 shares; 2025Q3: 22,778 shares; 2025Q4: 23,486 shares 23,486 $1.65M 0.01% +708 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,051 shares; 2024Q4: 27,908 shares; 2025Q1: 18,258 shares; 2025Q2: 22,526 shares; 2025Q3: 26,351 shares; 2025Q4: 37,688 shares 37,688 $1.65M 0.01% +11,337 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 8,236 shares; 2025Q1: 8,604 shares; 2025Q2: 8,786 shares; 2025Q3: 9,133 shares; 2025Q4: 11,069 shares 11,069 $1.65M 0.01% +1,936 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,825 shares; 2024Q4: 35,857 shares; 2025Q1: 36,074 shares; 2025Q2: 38,061 shares; 2025Q3: 56,898 shares; 2025Q4: 42,680 shares 42,680 $1.65M 0.01% -14,218 Timeline DLN 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: 10,470 shares; 2024Q4: 10,471 shares; 2025Q1: 10,996 shares; 2025Q2: 12,558 shares; 2025Q3: 15,242 shares; 2025Q4: 18,693 shares 18,693 $1.65M 0.01% +3,451 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,586 shares; 2024Q4: 38,567 shares; 2025Q1: 36,567 shares; 2025Q2: 35,958 shares; 2025Q3: 33,183 shares; 2025Q4: 32,111 shares 32,111 $1.64M 0.01% -1,072 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 879 shares; 2025Q1: 88 shares; 2025Q2: 636 shares; 2025Q3: 217 shares; 2025Q4: 3,699 shares 3,699 $1.64M 0.01% +3,482 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,900 shares; 2025Q1: 15,672 shares; 2025Q2: 16,636 shares; 2025Q3: 22,891 shares; 2025Q4: 22,892 shares 22,892 $1.64M 0.01% +1 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,176 shares 21,176 $1.64M 0.01% new Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,605 shares; 2024Q4: 141,157 shares; 2025Q1: 151,423 shares; 2025Q2: 142,691 shares; 2025Q3: 168,207 shares; 2025Q4: 176,900 shares 176,900 $1.63M 0.01% +8,693 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,512 shares; 2025Q4: 66,386 shares 66,386 $1.63M 0.01% -22,126 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,795 shares; 2024Q4: 24,115 shares; 2025Q1: 23,878 shares; 2025Q2: 19,522 shares; 2025Q3: 23,460 shares; 2025Q4: 24,922 shares 24,922 $1.62M 0.01% +1,462 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 1,681 shares; 2025Q1: 1,585 shares; 2025Q2: 4,812 shares; 2025Q3: 4,929 shares; 2025Q4: 24,227 shares 24,227 $1.62M 0.01% +19,298 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,815 shares 19,815 $1.62M 0.01% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,692 shares; 2025Q3: 28,224 shares; 2025Q4: 29,063 shares 29,063 $1.62M 0.01% +839 Timeline PFFD 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: 46,004 shares; 2024Q4: 71,422 shares; 2025Q1: 82,567 shares; 2025Q2: 90,238 shares; 2025Q3: 149,017 shares; 2025Q4: 85,403 shares 85,403 $1.61M 0.01% -63,614 Timeline UTEN 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: 7,940 shares; 2024Q4: 38,824 shares; 2025Q1: 84,466 shares; 2025Q2: 87,170 shares; 2025Q3: 34,842 shares; 2025Q4: 36,585 shares 36,585 $1.61M 0.01% +1,743 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,137 shares; 2024Q4: 12,787 shares; 2025Q1: 12,064 shares; 2025Q2: 12,154 shares; 2025Q3: 19,915 shares; 2025Q4: 18,685 shares 18,685 $1.61M 0.01% -1,230 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 500 shares; 2025Q1: 54,398 shares; 2025Q2: 44,531 shares; 2025Q3: 34,825 shares; 2025Q4: 46,201 shares 46,201 $1.6M 0.01% +11,376 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 646 shares; 2025Q1: 1,624 shares; 2025Q2: 44,083 shares; 2025Q3: 41,884 shares; 2025Q4: 56,850 shares 56,850 $1.6M 0.01% +14,966 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,371 shares; 2024Q4: 28,669 shares; 2025Q1: 27,444 shares; 2025Q2: 19,794 shares; 2025Q3: 19,417 shares; 2025Q4: 29,494 shares 29,494 $1.59M 0.01% +10,077 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 18,673 shares; 2025Q1: 18,715 shares; 2025Q2: 15,583 shares; 2025Q3: 22,435 shares; 2025Q4: 28,716 shares 28,716 $1.59M 0.01% +6,281 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,275 shares; 2024Q4: 122,924 shares; 2025Q1: 117,229 shares; 2025Q2: 125,251 shares; 2025Q3: 132,219 shares; 2025Q4: 134,803 shares 134,803 $1.58M 0.01% +2,584 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 99,112 shares; 2025Q1: 188,058 shares; 2025Q2: 184,373 shares; 2025Q3: 219,110 shares; 2025Q4: 109,914 shares 109,914 $1.58M 0.01% -109,196 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,297 shares; 2024Q4: 41,802 shares; 2025Q1: 50,280 shares; 2025Q2: 57,624 shares; 2025Q3: 154,669 shares; 2025Q4: 239,552 shares 239,552 $1.58M 0.01% +84,883 Timeline UTES 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: not reported; 2024Q4: 6,928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,229 shares; 2025Q4: 19,786 shares 19,786 $1.56M 0.01% +17,557 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,750 shares; 2024Q4: 19,727 shares; 2025Q1: 34,757 shares; 2025Q2: 66,300 shares; 2025Q3: 62,452 shares; 2025Q4: 53,234 shares 53,234 $1.56M 0.01% -9,218 Timeline SCHR 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: 57,875 shares; 2024Q4: 69,569 shares; 2025Q1: 18,728 shares; 2025Q2: 24,875 shares; 2025Q3: 33,682 shares; 2025Q4: 61,921 shares 61,921 $1.55M 0.01% +28,239 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,674 shares; 2024Q4: 66,427 shares; 2025Q1: 45,592 shares; 2025Q2: 42,421 shares; 2025Q3: 29,162 shares; 2025Q4: 27,813 shares 27,813 $1.55M 0.01% -1,349 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 622 shares; 2025Q4: 43,769 shares 43,769 $1.55M 0.01% +43,147 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,981 shares; 2024Q4: 21,105 shares; 2025Q1: 22,478 shares; 2025Q2: 7,522 shares; 2025Q3: 7,466 shares; 2025Q4: 8,872 shares 8,872 $1.55M 0.01% +1,406 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,124 shares; 2024Q4: 34,149 shares; 2025Q1: 45,052 shares; 2025Q2: 45,886 shares; 2025Q3: 64,331 shares; 2025Q4: 65,479 shares 65,479 $1.55M 0.01% +1,148 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,148 shares; 2025Q1: 3,886 shares; 2025Q2: not reported; 2025Q3: 9,500 shares; 2025Q4: 20,421 shares 20,421 $1.54M 0.01% +10,921 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,210 shares; 2024Q4: 8,358 shares; 2025Q1: 8,004 shares; 2025Q2: 7,412 shares; 2025Q3: 8,189 shares; 2025Q4: 7,569 shares 7,569 $1.54M 0.01% -620 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,948 shares; 2025Q1: 71,747 shares; 2025Q2: 78,451 shares; 2025Q3: 59,977 shares; 2025Q4: 52,539 shares 52,539 $1.54M 0.01% -7,438 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,635 shares; 2024Q4: 165,252 shares; 2025Q1: 155,513 shares; 2025Q2: 87,188 shares; 2025Q3: 80,476 shares; 2025Q4: 65,111 shares 65,111 $1.54M 0.01% -15,365 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,272 shares; 2024Q4: 6,548 shares; 2025Q1: 37,822 shares; 2025Q2: 46,099 shares; 2025Q3: 44,404 shares; 2025Q4: 18,205 shares 18,205 $1.53M 0.01% -26,199 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,830 shares; 2024Q4: 32,509 shares; 2025Q1: 59,036 shares; 2025Q2: 94,040 shares; 2025Q3: 103,754 shares; 2025Q4: 82,241 shares 82,241 $1.53M 0.01% -21,513 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,569 shares; 2025Q1: 9,061 shares; 2025Q2: 8,546 shares; 2025Q3: 7,937 shares; 2025Q4: 8,739 shares 8,739 $1.53M 0.01% +802 Timeline PJAN 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: 153,462 shares; 2024Q4: 36,045 shares; 2025Q1: 34,362 shares; 2025Q2: 34,362 shares; 2025Q3: 34,362 shares; 2025Q4: 32,545 shares 32,545 $1.53M 0.01% -1,817 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,529 shares; 2024Q4: 47,168 shares; 2025Q1: 47,804 shares; 2025Q2: 167,030 shares; 2025Q3: 175,622 shares; 2025Q4: 179,828 shares 179,828 $1.53M 0.01% +4,206 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,865 shares; 2024Q4: 62,072 shares; 2025Q1: 62,259 shares; 2025Q2: 61,239 shares; 2025Q3: 81,952 shares; 2025Q4: 78,144 shares 78,144 $1.53M 0.01% -3,808 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,932 shares; 2024Q4: 156,751 shares; 2025Q1: 154,958 shares; 2025Q2: 148,127 shares; 2025Q3: 204,246 shares; 2025Q4: 194,749 shares 194,749 $1.52M 0.01% -9,497 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: 5,935 shares; 2025Q2: 13,168 shares; 2025Q3: 13,983 shares; 2025Q4: 15,010 shares 15,010 $1.52M 0.01% +1,027 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,304 shares; 2024Q4: 122,495 shares; 2025Q1: 241,754 shares; 2025Q2: 282,185 shares; 2025Q3: 309,845 shares; 2025Q4: 216,685 shares 216,685 $1.52M 0.01% -93,160 Timeline FAPR 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: 29,666 shares; 2024Q4: 29,355 shares; 2025Q1: 29,655 shares; 2025Q2: 39,666 shares; 2025Q3: 36,849 shares; 2025Q4: 34,179 shares 34,179 $1.52M 0.01% -2,670 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,787 shares; 2024Q4: 25,826 shares; 2025Q1: 36,626 shares; 2025Q2: 42,741 shares; 2025Q3: 110,637 shares; 2025Q4: 144,576 shares 144,576 $1.52M 0.01% +33,939 Timeline PRF 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: 26,911 shares; 2024Q4: 27,153 shares; 2025Q1: 27,150 shares; 2025Q2: 31,943 shares; 2025Q3: 31,882 shares; 2025Q4: 32,224 shares 32,224 $1.51M 0.01% +342 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,474 shares; 2024Q4: 16,988 shares; 2025Q1: 17,465 shares; 2025Q2: 15,859 shares; 2025Q3: 18,546 shares; 2025Q4: 24,724 shares 24,724 $1.51M 0.01% +6,178 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,073 shares; 2024Q4: 62,281 shares; 2025Q1: 57,723 shares; 2025Q2: 64,589 shares; 2025Q3: 101,027 shares; 2025Q4: 122,661 shares 122,661 $1.51M 0.01% +21,634 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 2,252 shares; 2025Q2: 100 shares; 2025Q3: 36,177 shares; 2025Q4: 34,561 shares 34,561 $1.51M 0.01% -1,616 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 6,782 shares; 2025Q1: 574 shares; 2025Q2: 8,745 shares; 2025Q3: 20,660 shares; 2025Q4: 20,873 shares 20,873 $1.51M 0.01% +213 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,327 shares; 2024Q4: 23,518 shares; 2025Q1: 29,436 shares; 2025Q2: 28,041 shares; 2025Q3: 29,633 shares; 2025Q4: 38,455 shares 38,455 $1.51M 0.01% +8,822 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,583 shares; 2025Q1: 2,594 shares; 2025Q2: 12,696 shares; 2025Q3: 12,292 shares; 2025Q4: 7,139 shares 7,139 $1.5M 0.01% -5,153 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 8,623 shares; 2025Q1: 9,116 shares; 2025Q2: 8,784 shares; 2025Q3: 5,954 shares; 2025Q4: 7,015 shares 7,015 $1.5M 0.01% +1,061 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,623 shares; 2025Q1: 30,731 shares; 2025Q2: 30,549 shares; 2025Q3: 34,580 shares; 2025Q4: 34,921 shares 34,921 $1.5M 0.01% +341 Timeline DBEZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,669 shares; 2025Q3: 25,741 shares; 2025Q4: 27,233 shares 27,233 $1.5M 0.01% +1,492 Timeline XMQTX BLACKROCK MUNIYIELD QLTY II More: the full row for BLACKROCK MUNIYIELD QLTY II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,236 shares; 2024Q4: 23,236 shares; 2025Q1: 25,236 shares; 2025Q2: 23,836 shares; 2025Q3: 23,259 shares; 2025Q4: 139,571 shares 139,571 $1.5M 0.01% +116,312 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,700 shares; 2024Q4: 35,050 shares; 2025Q1: 34,800 shares; 2025Q2: 34,300 shares; 2025Q3: 34,300 shares; 2025Q4: 37,733 shares 37,733 $1.5M 0.01% +3,433 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,474 shares; 2025Q2: 915 shares; 2025Q3: 3,506 shares; 2025Q4: 6,312 shares 6,312 $1.5M 0.01% +2,806 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,705 shares; 2024Q4: 34,001 shares; 2025Q1: 35,739 shares; 2025Q2: 83,842 shares; 2025Q3: 66,928 shares; 2025Q4: 199,191 shares 199,191 $1.5M 0.01% +132,263 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,066 shares; 2024Q4: 14,266 shares; 2025Q1: 16,358 shares; 2025Q2: 14,250 shares; 2025Q3: 10,830 shares; 2025Q4: 11,700 shares 11,700 $1.49M 0.01% +870 Timeline EEMV 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: 24,412 shares; 2024Q4: 25,343 shares; 2025Q1: 23,264 shares; 2025Q2: 36,926 shares; 2025Q3: 29,520 shares; 2025Q4: 23,221 shares 23,221 $1.49M 0.01% -6,299 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 5,781 shares; 2025Q1: 26,216 shares; 2025Q2: 55,479 shares; 2025Q3: 59,673 shares; 2025Q4: 32,348 shares 32,348 $1.48M 0.01% -27,325 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,642 shares; 2024Q4: 106,201 shares; 2025Q1: 105,200 shares; 2025Q2: 107,752 shares; 2025Q3: 118,171 shares; 2025Q4: 114,671 shares 114,671 $1.48M 0.01% -3,500 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,325 shares; 2024Q4: 29,565 shares; 2025Q1: 29,040 shares; 2025Q2: 31,711 shares; 2025Q3: 31,670 shares; 2025Q4: 33,245 shares 33,245 $1.47M 0.01% +1,575 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,449 shares; 2024Q4: 16,127 shares; 2025Q1: 16,980 shares; 2025Q2: 18,515 shares; 2025Q3: 19,023 shares; 2025Q4: 20,833 shares 20,833 $1.47M 0.01% +1,810 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest 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: 111,171 shares; 2025Q4: 115,366 shares 115,366 $1.47M 0.01% +4,195 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,374 shares; 2025Q1: 5,391 shares; 2025Q2: 5,917 shares; 2025Q3: 5,158 shares; 2025Q4: 5,047 shares 5,047 $1.46M 0.01% -111 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,036 shares; 2024Q4: 9,036 shares; 2025Q1: 8,804 shares; 2025Q2: 18,304 shares; 2025Q3: 10,915 shares; 2025Q4: 12,163 shares 12,163 $1.46M 0.01% +1,248 Timeline BSJS 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: 55,237 shares; 2024Q4: 56,857 shares; 2025Q1: 61,296 shares; 2025Q2: 61,387 shares; 2025Q3: 65,455 shares; 2025Q4: 66,402 shares 66,402 $1.46M 0.01% +947 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,599 shares; 2025Q1: 65,514 shares; 2025Q2: 75,229 shares; 2025Q3: 81,461 shares; 2025Q4: 87,468 shares 87,468 $1.46M 0.01% +6,007 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,891 shares; 2024Q4: 11,771 shares; 2025Q1: 7,439 shares; 2025Q2: 31,707 shares; 2025Q3: 29,528 shares; 2025Q4: 33,149 shares 33,149 $1.46M 0.01% +3,621 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,712 shares; 2024Q4: 16,768 shares; 2025Q1: 16,567 shares; 2025Q2: 16,899 shares; 2025Q3: 20,287 shares; 2025Q4: 20,324 shares 20,324 $1.46M 0.01% +37 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,165 shares; 2024Q4: 85,146 shares; 2025Q1: 28,068 shares; 2025Q2: 33,192 shares; 2025Q3: 36,565 shares; 2025Q4: 32,509 shares 32,509 $1.46M 0.01% -4,056 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,017 shares; 2025Q1: 4,125 shares; 2025Q2: 4,318 shares; 2025Q3: 4,942 shares; 2025Q4: 5,989 shares 5,989 $1.46M 0.01% +1,047 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,447 shares; 2024Q4: 82,330 shares; 2025Q1: 78,378 shares; 2025Q2: 64,622 shares; 2025Q3: 63,770 shares; 2025Q4: 60,300 shares 60,300 $1.45M 0.01% -3,470 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,361 shares; 2025Q1: 28,175 shares; 2025Q2: 25,019 shares; 2025Q3: 23,374 shares; 2025Q4: 23,382 shares 23,382 $1.45M 0.01% +8 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 22,452 shares; 2025Q1: 22,100 shares; 2025Q2: 22,423 shares; 2025Q3: 26,337 shares; 2025Q4: 44,008 shares 44,008 $1.45M 0.01% +17,671 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,499 shares; 2024Q4: 35,482 shares; 2025Q1: 34,586 shares; 2025Q2: 41,970 shares; 2025Q3: 44,150 shares; 2025Q4: 46,333 shares 46,333 $1.45M 0.01% +2,183 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 10,324 shares; 2025Q1: 26,937 shares; 2025Q2: 28,171 shares; 2025Q3: 27,825 shares; 2025Q4: 30,006 shares 30,006 $1.45M 0.01% +2,181 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 13,239 shares; 2025Q1: 15,672 shares; 2025Q2: 50,024 shares; 2025Q3: 50,605 shares; 2025Q4: 49,726 shares 49,726 $1.44M 0.01% -879 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,060 shares; 2025Q1: 18,732 shares; 2025Q2: 16,093 shares; 2025Q3: 14,913 shares; 2025Q4: 26,334 shares 26,334 $1.44M 0.01% +11,421 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,951 shares; 2024Q4: 4,977 shares; 2025Q1: 4,977 shares; 2025Q2: 4,852 shares; 2025Q3: 7,277 shares; 2025Q4: 24,290 shares 24,290 $1.44M 0.01% +17,013 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,901 shares; 2025Q3: 12,243 shares; 2025Q4: 11,925 shares 11,925 $1.44M 0.01% -318 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,525 shares; 2024Q4: 51,277 shares; 2025Q1: 51,952 shares; 2025Q2: 52,802 shares; 2025Q3: 53,672 shares; 2025Q4: 56,900 shares 56,900 $1.43M 0.01% +3,228 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 3,165 shares; 2025Q1: 5,432 shares; 2025Q2: 4,060 shares; 2025Q3: 3,850 shares; 2025Q4: 8,817 shares 8,817 $1.43M 0.01% +4,967 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 26,147 shares; 2025Q4: 29,159 shares 29,159 $1.43M 0.01% +3,012 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,547 shares; 2024Q4: 122,719 shares; 2025Q1: 606,227 shares; 2025Q2: 141,189 shares; 2025Q3: 45,135 shares; 2025Q4: 34,514 shares 34,514 $1.43M 0.01% -10,621 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,692 shares; 2024Q4: 133,435 shares; 2025Q1: 131,888 shares; 2025Q2: 135,245 shares; 2025Q3: 110,840 shares; 2025Q4: 95,939 shares 95,939 $1.43M 0.01% -14,901 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 859 shares; 2025Q1: 913 shares; 2025Q2: 7,030 shares; 2025Q3: 6,422 shares; 2025Q4: 8,244 shares 8,244 $1.42M 0.01% +1,822 Timeline ITAN 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: 40,056 shares; 2024Q4: 38,399 shares; 2025Q1: 38,363 shares; 2025Q2: 38,461 shares; 2025Q3: 38,410 shares; 2025Q4: 38,469 shares 38,469 $1.42M 0.01% +59 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,570 shares; 2024Q4: 10,135 shares; 2025Q1: 591 shares; 2025Q2: 17,895 shares; 2025Q3: 19,398 shares; 2025Q4: 121,859 shares 121,859 $1.42M 0.01% +102,461 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 10,740 shares; 2025Q1: 10,205 shares; 2025Q2: 9,854 shares; 2025Q3: 10,182 shares; 2025Q4: 10,379 shares 10,379 $1.42M 0.01% +197 Timeline BSJT 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: 201 shares; 2024Q4: 2,026 shares; 2025Q1: 59,194 shares; 2025Q2: 59,584 shares; 2025Q3: 65,034 shares; 2025Q4: 65,905 shares 65,905 $1.42M 0.01% +871 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 11,562 shares; 2025Q1: 11,066 shares; 2025Q2: 6,386 shares; 2025Q3: 17,682 shares; 2025Q4: 17,062 shares 17,062 $1.42M 0.01% -620 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 3,381 shares; 2025Q1: 3,769 shares; 2025Q2: 19,664 shares; 2025Q3: 24,331 shares; 2025Q4: 23,826 shares 23,826 $1.42M 0.01% -505 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,884 shares; 2024Q4: 27,938 shares; 2025Q1: 28,251 shares; 2025Q2: 28,302 shares; 2025Q3: 27,308 shares; 2025Q4: 27,103 shares 27,103 $1.41M 0.01% -205 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,959 shares; 2024Q4: 121,210 shares; 2025Q1: 101,502 shares; 2025Q2: 91,113 shares; 2025Q3: 88,103 shares; 2025Q4: 72,995 shares 72,995 $1.41M 0.01% -15,108 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,724 shares; 2025Q4: 55,309 shares 55,309 $1.41M 0.01% -20,415 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,861 shares; 2024Q4: 61,365 shares; 2025Q1: 33,603 shares; 2025Q2: 33,472 shares; 2025Q3: 36,715 shares; 2025Q4: 37,566 shares 37,566 $1.4M 0.01% +851 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 50,218 shares; 2025Q1: 54,152 shares; 2025Q2: 57,685 shares; 2025Q3: 53,711 shares; 2025Q4: 51,624 shares 51,624 $1.4M 0.01% -2,087 Timeline FLOT 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: 71,218 shares; 2024Q4: 54,291 shares; 2025Q1: 43,376 shares; 2025Q2: 29,494 shares; 2025Q3: 22,680 shares; 2025Q4: 27,584 shares 27,584 $1.4M 0.01% +4,904 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,850 shares; 2025Q1: 3,041 shares; 2025Q2: 6,740 shares; 2025Q3: 10,722 shares; 2025Q4: 10,167 shares 10,167 $1.4M 0.01% -555 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,940 shares; 2024Q4: 18,380 shares; 2025Q1: 14,742 shares; 2025Q2: 17,720 shares; 2025Q3: 16,823 shares; 2025Q4: 13,645 shares 13,645 $1.4M 0.01% -3,178 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 5,196 shares; 2025Q1: 5,455 shares; 2025Q2: 5,819 shares; 2025Q3: 4,248 shares; 2025Q4: 4,913 shares 4,913 $1.39M 0.01% +665 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,015 shares; 2024Q4: 27,233 shares; 2025Q1: 47,051 shares; 2025Q2: 51,052 shares; 2025Q3: 47,854 shares; 2025Q4: 54,471 shares 54,471 $1.39M 0.01% +6,617 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,229 shares; 2024Q4: 72,594 shares; 2025Q1: 67,278 shares; 2025Q2: 67,613 shares; 2025Q3: 67,828 shares; 2025Q4: 63,005 shares 63,005 $1.39M 0.01% -4,823 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,854 shares; 2024Q4: 14,569 shares; 2025Q1: 14,064 shares; 2025Q2: 14,515 shares; 2025Q3: 19,072 shares; 2025Q4: 19,109 shares 19,109 $1.39M 0.01% +37 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,581 shares; 2025Q3: 66,512 shares; 2025Q4: 41,824 shares 41,824 $1.38M 0.01% -24,688 Timeline RWK 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: 11,353 shares; 2024Q4: 11,031 shares; 2025Q1: 10,550 shares; 2025Q2: 11,909 shares; 2025Q3: 10,773 shares; 2025Q4: 10,917 shares 10,917 $1.38M 0.01% +144 Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,750 shares; 2025Q3: 33,702 shares; 2025Q4: 41,053 shares 41,053 $1.38M 0.01% +7,351 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 5,566 shares; 2025Q1: 5,917 shares; 2025Q2: 5,996 shares; 2025Q3: 12,344 shares; 2025Q4: 13,345 shares 13,345 $1.37M <0.01% +1,001 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,634 shares; 2024Q4: 40,990 shares; 2025Q1: 36,285 shares; 2025Q2: 34,031 shares; 2025Q3: 33,460 shares; 2025Q4: 33,215 shares 33,215 $1.37M <0.01% -245 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,188 shares; 2025Q1: 37,506 shares; 2025Q2: 38,243 shares; 2025Q3: 43,417 shares; 2025Q4: 63,433 shares 63,433 $1.37M <0.01% +20,016 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,223 shares; 2024Q4: 55,610 shares; 2025Q1: 57,865 shares; 2025Q2: 50,397 shares; 2025Q3: 34,369 shares; 2025Q4: 35,741 shares 35,741 $1.37M <0.01% +1,372 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 29,144 shares; 2025Q1: 29,674 shares; 2025Q2: 29,033 shares; 2025Q3: 35,582 shares; 2025Q4: 35,629 shares 35,629 $1.37M <0.01% +47 Timeline PGX 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: 134,167 shares; 2024Q4: 142,846 shares; 2025Q1: 146,932 shares; 2025Q2: 113,327 shares; 2025Q3: 139,871 shares; 2025Q4: 121,568 shares 121,568 $1.37M <0.01% -18,303 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,797 shares; 2024Q4: 8,209 shares; 2025Q1: 4,821 shares; 2025Q2: 4,621 shares; 2025Q3: 4,621 shares; 2025Q4: 12,856 shares 12,856 $1.36M <0.01% +8,235 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,684 shares; 2025Q4: 51,790 shares 51,790 $1.36M <0.01% +5,106 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,146 shares; 2024Q4: 11,611 shares; 2025Q1: 10,823 shares; 2025Q2: 10,449 shares; 2025Q3: 10,408 shares; 2025Q4: 8,560 shares 8,560 $1.36M <0.01% -1,848 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 8,594 shares; 2025Q1: 25,592 shares; 2025Q2: 59,865 shares; 2025Q3: 75,234 shares; 2025Q4: 61,545 shares 61,545 $1.36M <0.01% -13,689 Timeline ROBT 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: 22,799 shares; 2024Q4: 23,360 shares; 2025Q1: 22,810 shares; 2025Q2: 20,637 shares; 2025Q3: 22,267 shares; 2025Q4: 26,250 shares 26,250 $1.36M <0.01% +3,983 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,221 shares; 2024Q4: 37,431 shares; 2025Q1: 39,013 shares; 2025Q2: 47,559 shares; 2025Q3: 49,197 shares; 2025Q4: 47,702 shares 47,702 $1.36M <0.01% -1,495 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,661 shares 14,661 $1.36M <0.01% new Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 15,861 shares; 2025Q2: 14,862 shares; 2025Q3: 16,246 shares; 2025Q4: 15,320 shares 15,320 $1.36M <0.01% -926 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,480 shares; 2024Q4: 202,464 shares; 2025Q1: 209,093 shares; 2025Q2: 224,569 shares; 2025Q3: 39,246 shares; 2025Q4: 39,699 shares 39,699 $1.36M <0.01% +453 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,818 shares; 2024Q4: 51,510 shares; 2025Q1: 52,790 shares; 2025Q2: 66,619 shares; 2025Q3: 53,707 shares; 2025Q4: 56,361 shares 56,361 $1.35M <0.01% +2,654 Timeline GIGB 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: 15,238 shares; 2024Q4: 25,913 shares; 2025Q1: 30,609 shares; 2025Q2: 27,759 shares; 2025Q3: 27,875 shares; 2025Q4: 29,244 shares 29,244 $1.35M <0.01% +1,369 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 10,629 shares; 2025Q1: 10,098 shares; 2025Q2: 10,010 shares; 2025Q3: 7,548 shares; 2025Q4: 10,716 shares 10,716 $1.35M <0.01% +3,168 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,938 shares; 2024Q4: 19,481 shares; 2025Q1: 19,610 shares; 2025Q2: 18,090 shares; 2025Q3: 99,219 shares; 2025Q4: 104,722 shares 104,722 $1.35M <0.01% +5,503 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 21,213 shares; 2025Q1: 16,774 shares; 2025Q2: 15,200 shares; 2025Q3: 14,577 shares; 2025Q4: 13,190 shares 13,190 $1.35M <0.01% -1,387 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 6,068 shares; 2025Q1: 15,320 shares; 2025Q2: 15,129 shares; 2025Q3: 10,324 shares; 2025Q4: 5,941 shares 5,941 $1.35M <0.01% -4,383 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 17,838 shares; 2025Q3: 19,002 shares; 2025Q4: 18,857 shares 18,857 $1.35M <0.01% -145 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,853 shares; 2024Q4: 26,443 shares; 2025Q1: 23,237 shares; 2025Q2: 21,133 shares; 2025Q3: 23,229 shares; 2025Q4: 31,509 shares 31,509 $1.35M <0.01% +8,280 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 8,803 shares; 2025Q1: 6,986 shares; 2025Q2: 6,860 shares; 2025Q3: 6,232 shares; 2025Q4: 10,847 shares 10,847 $1.34M <0.01% +4,615 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 2,470 shares; 2025Q1: 3,525 shares; 2025Q2: 3,406 shares; 2025Q3: 3,582 shares; 2025Q4: 3,762 shares 3,762 $1.34M <0.01% +180 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,673 shares 21,673 $1.34M <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,404 shares; 2025Q1: 43,786 shares; 2025Q2: 42,373 shares; 2025Q3: 53,280 shares; 2025Q4: 51,292 shares 51,292 $1.34M <0.01% -1,988 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,350 shares; 2025Q1: 11,290 shares; 2025Q2: 16,058 shares; 2025Q3: 19,266 shares; 2025Q4: 18,167 shares 18,167 $1.34M <0.01% -1,099 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 955 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 2,301 shares; 2025Q4: 2,423 shares 2,423 $1.34M <0.01% +122 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 49,104 shares; 2025Q1: 50,475 shares; 2025Q2: 50,335 shares; 2025Q3: 50,893 shares; 2025Q4: 51,710 shares 51,710 $1.33M <0.01% +817 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,224 shares; 2024Q4: 10,005 shares; 2025Q1: 10,236 shares; 2025Q2: 10,374 shares; 2025Q3: 14,774 shares; 2025Q4: 16,454 shares 16,454 $1.33M <0.01% +1,680 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 14,196 shares; 2025Q4: 25,267 shares 25,267 $1.33M <0.01% +11,071 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,310 shares; 2025Q2: 77,560 shares; 2025Q3: 74,170 shares; 2025Q4: 59,745 shares 59,745 $1.33M <0.01% -14,425 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,799 shares; 2025Q1: not reported; 2025Q2: 8,190 shares; 2025Q3: 16,900 shares; 2025Q4: 15,458 shares 15,458 $1.32M <0.01% -1,442 Timeline TRFK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,156 shares; 2025Q4: 20,550 shares 20,550 $1.32M <0.01% +16,394 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,804 shares; 2024Q4: 10,845 shares; 2025Q1: 24,069 shares; 2025Q2: 18,119 shares; 2025Q3: 19,635 shares; 2025Q4: 28,829 shares 28,829 $1.32M <0.01% +9,194 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 17,191 shares; 2025Q1: 21,502 shares; 2025Q2: 20,377 shares; 2025Q3: 16,970 shares; 2025Q4: 16,231 shares 16,231 $1.31M <0.01% -739 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,014 shares; 2024Q4: 39,835 shares; 2025Q1: 43,415 shares; 2025Q2: 87,831 shares; 2025Q3: 87,502 shares; 2025Q4: 89,051 shares 89,051 $1.31M <0.01% +1,549 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,421 shares; 2024Q4: 502,723 shares; 2025Q1: 520,716 shares; 2025Q2: 3,911 shares; 2025Q3: 2,411 shares; 2025Q4: 98,559 shares 98,559 $1.31M <0.01% +96,148 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,540 shares; 2025Q1: 5,885 shares; 2025Q2: 6,000 shares; 2025Q3: 5,831 shares; 2025Q4: 6,442 shares 6,442 $1.31M <0.01% +611 Timeline XLB 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: 20,518 shares; 2024Q4: 16,348 shares; 2025Q1: 13,409 shares; 2025Q2: 13,515 shares; 2025Q3: 13,304 shares; 2025Q4: 28,811 shares 28,811 $1.31M <0.01% +15,507 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,526 shares; 2025Q1: 2,673 shares; 2025Q2: 2,395 shares; 2025Q3: 8,528 shares; 2025Q4: 10,432 shares 10,432 $1.31M <0.01% +1,904 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,284 shares; 2024Q4: 30,220 shares; 2025Q1: 33,628 shares; 2025Q2: 34,084 shares; 2025Q3: 35,726 shares; 2025Q4: 36,044 shares 36,044 $1.3M <0.01% +318 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 7,623 shares; 2025Q1: 8,302 shares; 2025Q2: 10,267 shares; 2025Q3: 11,842 shares; 2025Q4: 15,605 shares 15,605 $1.3M <0.01% +3,763 Timeline FIW 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: 56,976 shares; 2024Q4: 57,990 shares; 2025Q1: 62,870 shares; 2025Q2: 33,133 shares; 2025Q3: 14,287 shares; 2025Q4: 11,973 shares 11,973 $1.3M <0.01% -2,314 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,856 shares; 2025Q1: 8,009 shares; 2025Q2: 10,063 shares; 2025Q3: 11,032 shares; 2025Q4: 15,074 shares 15,074 $1.3M <0.01% +4,042 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 11,078 shares; 2025Q1: 12,135 shares; 2025Q2: 12,435 shares; 2025Q3: 13,944 shares; 2025Q4: 16,136 shares 16,136 $1.3M <0.01% +2,192 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 29,363 shares; 2025Q2: 35,169 shares; 2025Q3: 41,248 shares; 2025Q4: 63,189 shares 63,189 $1.3M <0.01% +21,941 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 2,684 shares; 2025Q1: 12,597 shares; 2025Q2: 9,906 shares; 2025Q3: 10,825 shares; 2025Q4: 13,124 shares 13,124 $1.3M <0.01% +2,299 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS 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: 37,094 shares; 2025Q3: 39,768 shares; 2025Q4: 34,594 shares 34,594 $1.3M <0.01% -5,174 Timeline SPIB 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: 50,242 shares; 2024Q4: 105,282 shares; 2025Q1: 79,828 shares; 2025Q2: 80,410 shares; 2025Q3: 72,405 shares; 2025Q4: 38,253 shares 38,253 $1.29M <0.01% -34,152 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,499 shares; 2025Q1: 5,104 shares; 2025Q2: 14,059 shares; 2025Q3: 20,500 shares; 2025Q4: 21,304 shares 21,304 $1.29M <0.01% +804 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 17,783 shares; 2025Q1: 356 shares; 2025Q2: 361 shares; 2025Q3: 5,019 shares; 2025Q4: 26,172 shares 26,172 $1.29M <0.01% +21,153 Timeline NJUL 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: 33,753 shares; 2024Q4: 24,081 shares; 2025Q1: 20,395 shares; 2025Q2: 19,865 shares; 2025Q3: 18,590 shares; 2025Q4: 17,684 shares 17,684 $1.28M <0.01% -906 Timeline FALN 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: 9,591 shares; 2024Q4: 12,975 shares; 2025Q1: 14,703 shares; 2025Q2: 34,859 shares; 2025Q3: 36,664 shares; 2025Q4: 47,031 shares 47,031 $1.28M <0.01% +10,367 Timeline DES 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: 45,465 shares; 2024Q4: 44,892 shares; 2025Q1: 32,904 shares; 2025Q2: 34,668 shares; 2025Q3: 36,945 shares; 2025Q4: 38,328 shares 38,328 $1.28M <0.01% +1,383 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,547 shares 65,547 $1.28M <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,786 shares; 2024Q4: 60,949 shares; 2025Q1: 58,002 shares; 2025Q2: 64,515 shares; 2025Q3: 65,175 shares; 2025Q4: 125,409 shares 125,409 $1.27M <0.01% +60,234 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,939 shares; 2024Q4: 15,973 shares; 2025Q1: 16,267 shares; 2025Q2: 15,957 shares; 2025Q3: 15,946 shares; 2025Q4: 16,555 shares 16,555 $1.26M <0.01% +609 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,959 shares; 2025Q3: 27,246 shares; 2025Q4: 21,031 shares 21,031 $1.26M <0.01% -6,215 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,055 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 11,142 shares; 2025Q4: 19,764 shares 19,764 $1.26M <0.01% +8,622 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,297 shares; 2024Q4: 15,391 shares; 2025Q1: 42,363 shares; 2025Q2: 44,945 shares; 2025Q3: 44,192 shares; 2025Q4: 30,419 shares 30,419 $1.25M <0.01% -13,773 Timeline FICS 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: 16,603 shares; 2024Q4: 14,379 shares; 2025Q1: 54,850 shares; 2025Q2: 44,355 shares; 2025Q3: 42,044 shares; 2025Q4: 31,152 shares 31,152 $1.25M <0.01% -10,892 Timeline SLYG 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: 406 shares; 2024Q4: 6,238 shares; 2025Q1: 6,927 shares; 2025Q2: 8,185 shares; 2025Q3: 13,724 shares; 2025Q4: 13,219 shares 13,219 $1.25M <0.01% -505 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN 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: 129,445 shares; 2025Q2: 255,928 shares; 2025Q3: 303,275 shares; 2025Q4: 50,106 shares 50,106 $1.24M <0.01% -253,169 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,756 shares; 2024Q4: 12,412 shares; 2025Q1: 17,884 shares; 2025Q2: 20,161 shares; 2025Q3: 10,761 shares; 2025Q4: 11,570 shares 11,570 $1.24M <0.01% +809 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,737 shares; 2024Q4: 18,161 shares; 2025Q1: 18,287 shares; 2025Q2: 14,959 shares; 2025Q3: 17,195 shares; 2025Q4: 17,255 shares 17,255 $1.24M <0.01% +60 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,423 shares; 2024Q4: 32,403 shares; 2025Q1: 30,006 shares; 2025Q2: 28,996 shares; 2025Q3: 28,816 shares; 2025Q4: 28,296 shares 28,296 $1.24M <0.01% -520 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 19,163 shares; 2025Q1: 19,303 shares; 2025Q2: 22,803 shares; 2025Q3: 33,153 shares; 2025Q4: 55,525 shares 55,525 $1.23M <0.01% +22,372 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,578 shares; 2024Q4: 4,482 shares; 2025Q1: 3,949 shares; 2025Q2: 3,387 shares; 2025Q3: 11,018 shares; 2025Q4: 10,575 shares 10,575 $1.23M <0.01% -443 Timeline SHYG 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: 19,222 shares; 2024Q4: 17,920 shares; 2025Q1: 18,510 shares; 2025Q2: 19,752 shares; 2025Q3: 26,124 shares; 2025Q4: 28,717 shares 28,717 $1.23M <0.01% +2,593 Timeline IIGD 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: 50,527 shares; 2024Q4: 51,992 shares; 2025Q1: 50,604 shares; 2025Q2: 50,927 shares; 2025Q3: 48,948 shares; 2025Q4: 49,463 shares 49,463 $1.23M <0.01% +515 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 12,254 shares; 2025Q1: 11,821 shares; 2025Q2: 4,222 shares; 2025Q3: 4,861 shares; 2025Q4: 5,383 shares 5,383 $1.23M <0.01% +522 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,308 shares; 2025Q1: 4,170 shares; 2025Q2: 5,660 shares; 2025Q3: 12,975 shares; 2025Q4: 13,441 shares 13,441 $1.22M <0.01% +466 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 10,125 shares; 2025Q1: 1,562 shares; 2025Q2: 3,067 shares; 2025Q3: 3,531 shares; 2025Q4: 5,976 shares 5,976 $1.22M <0.01% +2,445 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,542 shares; 2024Q4: 8,598 shares; 2025Q1: 256 shares; 2025Q2: 355 shares; 2025Q3: 61,961 shares; 2025Q4: 51,488 shares 51,488 $1.22M <0.01% -10,473 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 30,916 shares; 2025Q1: 26,053 shares; 2025Q2: 78,512 shares; 2025Q3: 77,611 shares; 2025Q4: 97,979 shares 97,979 $1.22M <0.01% +20,368 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: 7,861 shares; 2025Q1: 9,103 shares; 2025Q2: 10,096 shares; 2025Q3: 9,748 shares; 2025Q4: 9,263 shares 9,263 $1.22M <0.01% -485 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,205 shares; 2024Q4: 43,955 shares; 2025Q1: 40,156 shares; 2025Q2: 44,694 shares; 2025Q3: 85,708 shares; 2025Q4: 128,510 shares 128,510 $1.22M <0.01% +42,802 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 29,221 shares 29,221 $1.22M <0.01% +27,525 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,022 shares; 2024Q4: 14,604 shares; 2025Q1: 4,985 shares; 2025Q2: 5,481 shares; 2025Q3: 6,003 shares; 2025Q4: 5,895 shares 5,895 $1.22M <0.01% -108 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,533 shares; 2024Q4: 40,207 shares; 2025Q1: 35,786 shares; 2025Q2: 31,991 shares; 2025Q3: 31,514 shares; 2025Q4: 29,884 shares 29,884 $1.22M <0.01% -1,630 Timeline QMAR 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: 43,725 shares; 2024Q4: 41,594 shares; 2025Q1: 39,594 shares; 2025Q2: 38,759 shares; 2025Q3: 36,882 shares; 2025Q4: 36,782 shares 36,782 $1.21M <0.01% -100 Timeline AGNG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,750 shares 33,750 $1.21M <0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 277 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 11,791 shares 11,791 $1.21M <0.01% +11,651 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 2,705 shares; 2025Q1: 4,552 shares; 2025Q2: 6,921 shares; 2025Q3: 3,099 shares; 2025Q4: 5,273 shares 5,273 $1.21M <0.01% +2,174 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,958 shares; 2024Q4: 7,207 shares; 2025Q1: 10,785 shares; 2025Q2: 46,170 shares; 2025Q3: 7,449 shares; 2025Q4: 49,363 shares 49,363 $1.21M <0.01% +41,914 Timeline GDEC 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: 303,312 shares; 2024Q4: 305,058 shares; 2025Q1: 28,236 shares; 2025Q2: 28,400 shares; 2025Q3: 27,975 shares; 2025Q4: 31,917 shares 31,917 $1.21M <0.01% +3,942 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,058 shares; 2024Q4: 58,591 shares; 2025Q1: 63,650 shares; 2025Q2: 62,018 shares; 2025Q3: 60,183 shares; 2025Q4: 62,724 shares 62,724 $1.2M <0.01% +2,541 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,609 shares; 2025Q1: 16,039 shares; 2025Q2: 18,466 shares; 2025Q3: 17,489 shares; 2025Q4: 24,481 shares 24,481 $1.2M <0.01% +6,992 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,615 shares; 2024Q4: 23,769 shares; 2025Q1: 23,717 shares; 2025Q2: 28,223 shares; 2025Q3: 28,129 shares; 2025Q4: 17,641 shares 17,641 $1.2M <0.01% -10,488 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 3,585 shares; 2025Q1: 433 shares; 2025Q2: 413 shares; 2025Q3: 2,254 shares; 2025Q4: 3,923 shares 3,923 $1.2M <0.01% +1,669 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,717 shares; 2024Q4: 75,267 shares; 2025Q1: 67,862 shares; 2025Q2: 69,123 shares; 2025Q3: 69,739 shares; 2025Q4: 64,734 shares 64,734 $1.2M <0.01% -5,005 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,143 shares; 2024Q4: 32,182 shares; 2025Q1: 33,147 shares; 2025Q2: 35,142 shares; 2025Q3: 35,573 shares; 2025Q4: 36,923 shares 36,923 $1.2M <0.01% +1,350 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 973 shares; 2025Q1: 1 shares; 2025Q2: 704 shares; 2025Q3: 1,524 shares; 2025Q4: 3,017 shares 3,017 $1.2M <0.01% +1,493 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,264 shares; 2024Q4: 6,431 shares; 2025Q1: 5,687 shares; 2025Q2: 7,334 shares; 2025Q3: 7,436 shares; 2025Q4: 7,905 shares 7,905 $1.19M <0.01% +469 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 137,653 shares; 2025Q3: 144,618 shares; 2025Q4: 136,011 shares 136,011 $1.19M <0.01% -8,607 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,615 shares; 2025Q1: 2,839 shares; 2025Q2: 33,102 shares; 2025Q3: 8,576 shares; 2025Q4: 7,768 shares 7,768 $1.19M <0.01% -808 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 2,406 shares; 2025Q1: 2,588 shares; 2025Q2: 2,539 shares; 2025Q3: 2,913 shares; 2025Q4: 3,617 shares 3,617 $1.19M <0.01% +704 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,305 shares; 2024Q4: 260,155 shares; 2025Q1: 294,405 shares; 2025Q2: 288,905 shares; 2025Q3: 360,655 shares; 2025Q4: 478,655 shares 478,655 $1.19M <0.01% +118,000 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,334 shares; 2025Q1: 4,460 shares; 2025Q2: 4,052 shares; 2025Q3: 3,928 shares; 2025Q4: 4,851 shares 4,851 $1.19M <0.01% +923 Timeline BKGI 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: 500 shares; 2025Q1: 500 shares; 2025Q2: 12,248 shares; 2025Q3: 35,783 shares; 2025Q4: 29,389 shares 29,389 $1.19M <0.01% -6,394 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,481 shares; 2024Q4: 5,061 shares; 2025Q1: 4,997 shares; 2025Q2: 6,597 shares; 2025Q3: 8,086 shares; 2025Q4: 5,506 shares 5,506 $1.18M <0.01% -2,580 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,485 shares; 2024Q4: 162,628 shares; 2025Q1: 160,498 shares; 2025Q2: 157,168 shares; 2025Q3: 132,041 shares; 2025Q4: 132,183 shares 132,183 $1.18M <0.01% +142 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 8,840 shares; 2025Q4: 8,840 shares 8,840 $1.18M <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,679 shares; 2024Q4: 14,771 shares; 2025Q1: 17,845 shares; 2025Q2: 25,485 shares; 2025Q3: 44,587 shares; 2025Q4: 52,391 shares 52,391 $1.17M <0.01% +7,804 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,084 shares; 2024Q4: 22,958 shares; 2025Q1: 33,359 shares; 2025Q2: 38,936 shares; 2025Q3: 40,164 shares; 2025Q4: 39,287 shares 39,287 $1.17M <0.01% -877 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,000 shares; 2025Q3: 1,121,900 shares; 2025Q4: 678,337 shares 678,337 $1.17M <0.01% -443,563 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: 6,316 shares 6,316 $1.16M <0.01% +4,647 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,555 shares; 2024Q4: 223,592 shares; 2025Q1: 227,818 shares; 2025Q2: 206,127 shares; 2025Q3: 252,648 shares; 2025Q4: 437,287 shares 437,287 $1.16M <0.01% +184,639 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,487 shares; 2025Q2: 19,712 shares; 2025Q3: 76,591 shares; 2025Q4: 76,741 shares 76,741 $1.16M <0.01% +150 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,575 shares; 2024Q4: 17,273 shares; 2025Q1: 16,956 shares; 2025Q2: 22,985 shares; 2025Q3: 25,506 shares; 2025Q4: 31,471 shares 31,471 $1.16M <0.01% +5,965 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 4,260 shares; 2025Q2: 13,463 shares; 2025Q3: 13,652 shares; 2025Q4: 19,392 shares 19,392 $1.16M <0.01% +5,740 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,345 shares; 2025Q4: 56,345 shares 56,345 $1.16M <0.01% -2,000 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,972 shares; 2024Q4: 21,415 shares; 2025Q1: 19,038 shares; 2025Q2: 19,186 shares; 2025Q3: 21,836 shares; 2025Q4: 24,243 shares 24,243 $1.16M <0.01% +2,407 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,115 shares; 2024Q4: 23,845 shares; 2025Q1: 23,388 shares; 2025Q2: 19,303 shares; 2025Q3: 21,863 shares; 2025Q4: 20,126 shares 20,126 $1.16M <0.01% -1,737 Timeline SUSB 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: 30,025 shares; 2024Q4: 59,772 shares; 2025Q1: 53,656 shares; 2025Q2: 54,241 shares; 2025Q3: 48,981 shares; 2025Q4: 45,477 shares 45,477 $1.15M <0.01% -3,504 Timeline IFRA 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: 258,870 shares; 2024Q4: 313,505 shares; 2025Q1: 28,918 shares; 2025Q2: 21,584 shares; 2025Q3: 21,828 shares; 2025Q4: 21,814 shares 21,814 $1.15M <0.01% -14 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 1,114 shares; 2025Q2: 15,875 shares; 2025Q3: 10,531 shares; 2025Q4: 16,116 shares 16,116 $1.15M <0.01% +5,585 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,315 shares; 2025Q1: 3,248 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 15,600 shares 15,600 $1.14M <0.01% +12,359 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,958 shares; 2024Q4: 14,206 shares; 2025Q1: 14,223 shares; 2025Q2: 15,583 shares; 2025Q3: 15,055 shares; 2025Q4: 17,129 shares 17,129 $1.14M <0.01% +2,074 Timeline BKLN 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: 127,420 shares; 2024Q4: 125,263 shares; 2025Q1: 57,337 shares; 2025Q2: 49,571 shares; 2025Q3: 50,797 shares; 2025Q4: 54,399 shares 54,399 $1.14M <0.01% +3,602 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,215 shares; 2024Q4: 86,307 shares; 2025Q1: 88,471 shares; 2025Q2: 81,408 shares; 2025Q3: 81,814 shares; 2025Q4: 88,202 shares 88,202 $1.14M <0.01% +6,388 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,200 shares; 2024Q4: 40,375 shares; 2025Q1: 80,375 shares; 2025Q2: 369,705 shares; 2025Q3: 369,745 shares; 2025Q4: 130,520 shares 130,520 $1.14M <0.01% -239,225 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,140 shares; 2024Q4: 79,048 shares; 2025Q1: 99,207 shares; 2025Q2: 118,179 shares; 2025Q3: 116,577 shares; 2025Q4: 116,503 shares 116,503 $1.14M <0.01% -74 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 66 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 1,173 shares; 2025Q4: 5,192 shares 5,192 $1.13M <0.01% +4,019 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,167 shares; 2024Q4: 884,709 shares; 2025Q1: 805,275 shares; 2025Q2: 602,703 shares; 2025Q3: 677,841 shares; 2025Q4: 209,286 shares 209,286 $1.13M <0.01% -468,555 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,454 shares; 2025Q1: 15,905 shares; 2025Q2: 12,793 shares; 2025Q3: 21,499 shares; 2025Q4: 14,542 shares 14,542 $1.13M <0.01% -6,957 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,620 shares; 2024Q4: 85,017 shares; 2025Q1: 82,751 shares; 2025Q2: 84,429 shares; 2025Q3: 85,795 shares; 2025Q4: 86,474 shares 86,474 $1.13M <0.01% +679 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,612 shares; 2025Q2: 24,535 shares; 2025Q3: 27,247 shares; 2025Q4: 29,410 shares 29,410 $1.13M <0.01% +2,163 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 7,325 shares; 2025Q1: 4,499 shares; 2025Q2: 2,658 shares; 2025Q3: 5,003 shares; 2025Q4: 7,939 shares 7,939 $1.12M <0.01% +2,936 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,824 shares; 2024Q4: 108,377 shares; 2025Q1: 95,311 shares; 2025Q2: 102,521 shares; 2025Q3: 102,902 shares; 2025Q4: 63,957 shares 63,957 $1.12M <0.01% -38,945 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,599 shares; 2024Q4: 12,983 shares; 2025Q1: 12,622 shares; 2025Q2: 11,681 shares; 2025Q3: 12,601 shares; 2025Q4: 12,231 shares 12,231 $1.12M <0.01% -370 Timeline SEIQ 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: 22,345 shares; 2024Q4: 24,917 shares; 2025Q1: 23,589 shares; 2025Q2: 23,748 shares; 2025Q3: 28,514 shares; 2025Q4: 28,733 shares 28,733 $1.12M <0.01% +219 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,029 shares; 2024Q4: 27,611 shares; 2025Q1: 25,013 shares; 2025Q2: 7,512 shares; 2025Q3: 15,802 shares; 2025Q4: 14,847 shares 14,847 $1.12M <0.01% -955 Timeline VIS 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: 1,190 shares; 2024Q4: 1,293 shares; 2025Q1: 1,392 shares; 2025Q2: 3,549 shares; 2025Q3: 3,936 shares; 2025Q4: 3,746 shares 3,746 $1.12M <0.01% -190 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,840 shares; 2025Q1: 5,643 shares; 2025Q2: 5,467 shares; 2025Q3: 9,789 shares; 2025Q4: 9,713 shares 9,713 $1.12M <0.01% -76 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 75,696 shares; 2025Q1: 79,400 shares; 2025Q2: 87,292 shares; 2025Q3: 45,348 shares; 2025Q4: 85,751 shares 85,751 $1.12M <0.01% +40,403 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 12,108 shares; 2025Q1: 15,655 shares; 2025Q2: 12,220 shares; 2025Q3: 12,985 shares; 2025Q4: 8,549 shares 8,549 $1.12M <0.01% -4,436 Timeline PZA 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: 40,264 shares; 2024Q4: 28,350 shares; 2025Q1: 26,979 shares; 2025Q2: 25,048 shares; 2025Q3: 21,511 shares; 2025Q4: 48,032 shares 48,032 $1.11M <0.01% +26,521 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: 25 shares; 2025Q2: 11,737 shares; 2025Q3: 12,126 shares; 2025Q4: 11,994 shares 11,994 $1.11M <0.01% -132 Timeline ZFEB 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: 43,966 shares; 2025Q2: 43,787 shares; 2025Q3: 43,787 shares; 2025Q4: 43,787 shares 43,787 $1.11M <0.01% 0 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,300 shares 56,300 $1.11M <0.01% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,764 shares; 2025Q1: 6,625 shares; 2025Q2: 8,895 shares; 2025Q3: 9,066 shares; 2025Q4: 7,838 shares 7,838 $1.1M <0.01% -1,228 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,444 shares; 2025Q4: 11,724 shares 11,724 $1.1M <0.01% +3,280 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 7,686 shares; 2025Q1: 11,887 shares; 2025Q2: 12,071 shares; 2025Q3: 13,154 shares; 2025Q4: 12,758 shares 12,758 $1.1M <0.01% -396 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 32,814 shares; 2025Q1: 45,146 shares; 2025Q2: 43,021 shares; 2025Q3: 53,827 shares; 2025Q4: 52,804 shares 52,804 $1.1M <0.01% -1,023 Timeline GAL 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: 22,190 shares; 2024Q4: 22,190 shares; 2025Q1: 22,190 shares; 2025Q2: 22,190 shares; 2025Q3: 22,190 shares; 2025Q4: 22,190 shares 22,190 $1.1M <0.01% 0 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,772 shares; 2024Q4: 109,363 shares; 2025Q1: 134,427 shares; 2025Q2: 156,635 shares; 2025Q3: 129,220 shares; 2025Q4: 90,181 shares 90,181 $1.1M <0.01% -39,039 Timeline FOWF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,224 shares 35,224 $1.1M <0.01% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,685 shares; 2024Q4: 25,516 shares; 2025Q1: 22,396 shares; 2025Q2: 19,226 shares; 2025Q3: 26,312 shares; 2025Q4: 11,368 shares 11,368 $1.09M <0.01% -14,944 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 21,414 shares; 2025Q1: 15,352 shares; 2025Q2: 16,384 shares; 2025Q3: 15,719 shares; 2025Q4: 15,761 shares 15,761 $1.09M <0.01% +42 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,242 shares; 2024Q4: 44,820 shares; 2025Q1: 42,220 shares; 2025Q2: 48,908 shares; 2025Q3: 49,104 shares; 2025Q4: 24,534 shares 24,534 $1.09M <0.01% -24,570 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,168 shares; 2024Q4: 135,875 shares; 2025Q1: 143,782 shares; 2025Q2: 141,054 shares; 2025Q3: 179,837 shares; 2025Q4: 173,934 shares 173,934 $1.09M <0.01% -5,903 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,276 shares; 2025Q1: 1,215 shares; 2025Q2: 7,939 shares; 2025Q3: 4,943 shares; 2025Q4: 5,646 shares 5,646 $1.09M <0.01% +703 Timeline SHYD 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: 46,217 shares; 2024Q4: 33,317 shares; 2025Q1: 35,477 shares; 2025Q2: 38,628 shares; 2025Q3: 46,694 shares; 2025Q4: 47,662 shares 47,662 $1.09M <0.01% +968 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,505 shares; 2024Q4: 60,087 shares; 2025Q1: 62,164 shares; 2025Q2: 77,719 shares; 2025Q3: 153,936 shares; 2025Q4: 146,145 shares 146,145 $1.09M <0.01% -7,791 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 3,650 shares; 2025Q3: 2,929 shares; 2025Q4: 20,567 shares 20,567 $1.09M <0.01% +17,638 Timeline GDL GDL FD More: the full row for GDL FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,310 shares; 2024Q4: 124,322 shares; 2025Q1: 126,162 shares; 2025Q2: 127,074 shares; 2025Q3: 125,035 shares; 2025Q4: 127,532 shares 127,532 $1.08M <0.01% +2,497 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,782 shares; 2024Q4: 43,510 shares; 2025Q1: 38,140 shares; 2025Q2: 116,628 shares; 2025Q3: 119,469 shares; 2025Q4: 103,066 shares 103,066 $1.08M <0.01% -16,403 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,510 shares 53,510 $1.08M <0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 1,683 shares; 2025Q2: 83,290 shares; 2025Q3: 20,872 shares; 2025Q4: 33,846 shares 33,846 $1.08M <0.01% +12,974 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 176 shares; 2025Q3: 16,765 shares; 2025Q4: 16,041 shares 16,041 $1.08M <0.01% -724 Timeline REET 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: 38,128 shares; 2025Q1: 47,066 shares; 2025Q2: 46,407 shares; 2025Q3: 42,982 shares; 2025Q4: 42,877 shares 42,877 $1.07M <0.01% -105 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 348 shares; 2025Q1: 253 shares; 2025Q2: 347 shares; 2025Q3: 690 shares; 2025Q4: 498 shares 498 $1.07M <0.01% -192 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 858 shares; 2025Q1: 1,048 shares; 2025Q2: 1,121 shares; 2025Q3: 1,329 shares; 2025Q4: 1,904 shares 1,904 $1.07M <0.01% +575 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,443 shares; 2024Q4: 37,153 shares; 2025Q1: 36,500 shares; 2025Q2: 36,500 shares; 2025Q3: 40,500 shares; 2025Q4: 40,304 shares 40,304 $1.07M <0.01% -196 Timeline VOOV 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: 2,321 shares; 2024Q4: 5,981 shares; 2025Q1: 6,942 shares; 2025Q2: 7,211 shares; 2025Q3: 7,239 shares; 2025Q4: 5,208 shares 5,208 $1.07M <0.01% -2,031 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 6,048 shares; 2025Q1: 7,503 shares; 2025Q2: 8,039 shares; 2025Q3: 10,425 shares; 2025Q4: 12,055 shares 12,055 $1.06M <0.01% +1,630 Timeline FLQL 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: 6,243 shares; 2024Q4: 6,475 shares; 2025Q1: 6,364 shares; 2025Q2: 5,944 shares; 2025Q3: 6,790 shares; 2025Q4: 15,293 shares 15,293 $1.06M <0.01% +8,503 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,360 shares; 2024Q4: 32,201 shares; 2025Q1: 22,497 shares; 2025Q2: 18,448 shares; 2025Q3: 24,015 shares; 2025Q4: 28,074 shares 28,074 $1.06M <0.01% +4,059 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 6,012 shares; 2025Q1: 200 shares; 2025Q2: 15,720 shares; 2025Q3: 20,421 shares; 2025Q4: 22,240 shares 22,240 $1.06M <0.01% +1,819 Timeline SAUG 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: 187,601 shares; 2024Q4: 175,260 shares; 2025Q1: 167,544 shares; 2025Q2: 160,384 shares; 2025Q3: 61,373 shares; 2025Q4: 41,491 shares 41,491 $1.06M <0.01% -19,882 Timeline SCHH 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: 469 shares; 2024Q4: 320 shares; 2025Q1: 1,324 shares; 2025Q2: 1,341 shares; 2025Q3: 883 shares; 2025Q4: 50,553 shares 50,553 $1.06M <0.01% +49,670 Timeline GMAR 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: 42,370 shares; 2024Q4: 31,900 shares; 2025Q1: 28,933 shares; 2025Q2: 27,700 shares; 2025Q3: 26,190 shares; 2025Q4: 25,772 shares 25,772 $1.06M <0.01% -418 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,182 shares; 2024Q4: 105,272 shares; 2025Q1: 12,545 shares; 2025Q2: 43,281 shares; 2025Q3: 25,584 shares; 2025Q4: 27,873 shares 27,873 $1.05M <0.01% +2,289 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 1,097 shares; 2025Q2: 1,597 shares; 2025Q3: 1,609 shares; 2025Q4: 2,924 shares 2,924 $1.05M <0.01% +1,315 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 2,413 shares; 2025Q1: 36 shares; 2025Q2: 4,159 shares; 2025Q3: 5,620 shares; 2025Q4: 7,107 shares 7,107 $1.05M <0.01% +1,487 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,201 shares; 2025Q1: 6,076 shares; 2025Q2: 3,970 shares; 2025Q3: 4,172 shares; 2025Q4: 10,077 shares 10,077 $1.05M <0.01% +5,905 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,378 shares; 2024Q4: 19,444 shares; 2025Q1: 18,434 shares; 2025Q2: 19,861 shares; 2025Q3: 24,123 shares; 2025Q4: 23,489 shares 23,489 $1.05M <0.01% -634 Timeline GJUN 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: 29,937 shares; 2024Q4: 28,782 shares; 2025Q1: 26,404 shares; 2025Q2: 28,335 shares; 2025Q3: 26,624 shares; 2025Q4: 26,369 shares 26,369 $1.04M <0.01% -255 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,758 shares; 2025Q1: 1,871 shares; 2025Q2: 1,834 shares; 2025Q3: 2,327 shares; 2025Q4: 1,883 shares 1,883 $1.04M <0.01% -444 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,454 shares; 2024Q4: 7,157 shares; 2025Q1: 6,023 shares; 2025Q2: 6,440 shares; 2025Q3: 13,954 shares; 2025Q4: 16,380 shares 16,380 $1.04M <0.01% +2,426 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 17,802 shares; 2025Q1: 14,028 shares; 2025Q2: 17,855 shares; 2025Q3: 34,811 shares; 2025Q4: 23,135 shares 23,135 $1.04M <0.01% -11,676 Timeline JPSE 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: 27,856 shares; 2024Q4: 23,107 shares; 2025Q1: 23,260 shares; 2025Q2: 22,601 shares; 2025Q3: 22,755 shares; 2025Q4: 20,689 shares 20,689 $1.04M <0.01% -2,066 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,304 shares; 2025Q1: 8,269 shares; 2025Q2: 7,684 shares; 2025Q3: 7,509 shares; 2025Q4: 5,677 shares 5,677 $1.04M <0.01% -1,832 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 19,477 shares; 2025Q1: 19,848 shares; 2025Q2: 19,677 shares; 2025Q3: 18,109 shares; 2025Q4: 18,109 shares 18,109 $1.03M <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 9,653 shares; 2025Q1: 9,026 shares; 2025Q2: 10,222 shares; 2025Q3: 11,114 shares; 2025Q4: 11,792 shares 11,792 $1.03M <0.01% +678 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 4,529 shares; 2025Q1: 4,899 shares; 2025Q2: 4,988 shares; 2025Q3: 6,379 shares; 2025Q4: 4,577 shares 4,577 $1.03M <0.01% -1,802 Timeline FDT 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: 9,431 shares; 2024Q4: 9,427 shares; 2025Q1: 4,228 shares; 2025Q2: 7,339 shares; 2025Q3: 6,431 shares; 2025Q4: 12,895 shares 12,895 $1.02M <0.01% +6,464 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,163 shares; 2024Q4: 46,663 shares; 2025Q1: 44,663 shares; 2025Q2: 43,963 shares; 2025Q3: 67,944 shares; 2025Q4: 68,149 shares 68,149 $1.02M <0.01% +205 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,368 shares; 2025Q1: 10,610 shares; 2025Q2: 11,137 shares; 2025Q3: 20,719 shares; 2025Q4: 21,333 shares 21,333 $1.02M <0.01% +614 Timeline IGEB 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: 204,783 shares; 2024Q4: 22,941 shares; 2025Q1: 17,307 shares; 2025Q2: 17,609 shares; 2025Q3: 17,887 shares; 2025Q4: 22,389 shares 22,389 $1.02M <0.01% +4,502 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,600 shares; 2024Q4: 83,500 shares; 2025Q1: 77,000 shares; 2025Q2: 73,000 shares; 2025Q3: 140,371 shares; 2025Q4: 130,206 shares 130,206 $1.02M <0.01% -10,165 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,890 shares 42,890 $1.02M <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,729 shares; 2024Q4: 19,897 shares; 2025Q1: 38,171 shares; 2025Q2: 44,240 shares; 2025Q3: 28,570 shares; 2025Q4: 26,821 shares 26,821 $1.02M <0.01% -1,749 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 20,281 shares; 2025Q3: 36,590 shares; 2025Q4: 38,560 shares 38,560 $1.02M <0.01% +1,970 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,161 shares; 2024Q4: 322,491 shares; 2025Q1: 176,482 shares; 2025Q2: 124,541 shares; 2025Q3: 84,723 shares; 2025Q4: 118,033 shares 118,033 $1.01M <0.01% +33,310 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,956 shares; 2025Q2: 14,930 shares; 2025Q3: 15,050 shares; 2025Q4: 25,568 shares 25,568 $1.01M <0.01% +10,518 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,466 shares; 2024Q4: 59,645 shares; 2025Q1: 57,832 shares; 2025Q2: 67,795 shares; 2025Q3: 67,979 shares; 2025Q4: 65,990 shares 65,990 $1.01M <0.01% -1,989 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,382 shares; 2024Q4: 65,254 shares; 2025Q1: 61,520 shares; 2025Q2: 50,578 shares; 2025Q3: 52,435 shares; 2025Q4: 51,795 shares 51,795 $1.01M <0.01% -640 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,144 shares; 2025Q1: 4,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,615 shares 10,615 $1.01M <0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,280 shares; 2025Q1: 2,477 shares; 2025Q2: 2,726 shares; 2025Q3: 2,670 shares; 2025Q4: 4,214 shares 4,214 $1.01M <0.01% +1,544 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 23,593 shares; 2025Q4: 25,118 shares 25,118 $1.01M <0.01% +1,525 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 102 shares; 2025Q1: 14,836 shares; 2025Q2: 43,576 shares; 2025Q3: 51,001 shares; 2025Q4: 57,396 shares 57,396 $1M <0.01% +6,395 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 5,159 shares 5,159 $1M <0.01% +5,140 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,610 shares 38,610 $1M <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 4,970 shares; 2025Q1: 4,864 shares; 2025Q2: 5,453 shares; 2025Q3: 5,645 shares; 2025Q4: 7,321 shares 7,321 $1000K <0.01% +1,676 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 122,562 shares; 2025Q3: 123,667 shares; 2025Q4: 88,494 shares 88,494 $999K <0.01% -35,173 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,422 shares; 2025Q1: 2,391 shares; 2025Q2: 3,946 shares; 2025Q3: 4,451 shares; 2025Q4: 4,857 shares 4,857 $997K <0.01% +406 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 6,574 shares; 2025Q1: 8,077 shares; 2025Q2: 10,202 shares; 2025Q3: 10,624 shares; 2025Q4: 9,980 shares 9,980 $997K <0.01% -644 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 9,871 shares; 2025Q3: 19,207 shares; 2025Q4: 18,331 shares 18,331 $994K <0.01% -876 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,384 shares; 2024Q4: 178,030 shares; 2025Q1: 153,640 shares; 2025Q2: 35,389 shares; 2025Q3: 33,446 shares; 2025Q4: 59,319 shares 59,319 $993K <0.01% +25,873 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,419 shares; 2024Q4: 21,286 shares; 2025Q1: 17,673 shares; 2025Q2: 5,572 shares; 2025Q3: 5,161 shares; 2025Q4: 11,356 shares 11,356 $990K <0.01% +6,195 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,648 shares; 2025Q3: 62,000 shares; 2025Q4: 68,645 shares 68,645 $990K <0.01% +6,645 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 9,277 shares; 2025Q1: 8,379 shares; 2025Q2: 5,413 shares; 2025Q3: 5,392 shares; 2025Q4: 5,537 shares 5,537 $989K <0.01% +145 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 8,901 shares; 2025Q1: 9,760 shares; 2025Q2: 12,968 shares; 2025Q3: 42,080 shares; 2025Q4: 14,956 shares 14,956 $986K <0.01% -27,124 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,916 shares; 2024Q4: 20,021 shares; 2025Q1: 390 shares; 2025Q2: 59,276 shares; 2025Q3: 32,972 shares; 2025Q4: 30,373 shares 30,373 $986K <0.01% -2,599 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL 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: 362 shares; 2025Q2: 13,235 shares; 2025Q3: 12,817 shares; 2025Q4: 26,651 shares 26,651 $986K <0.01% +13,834 Timeline