CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,402 shares; 2024Q4: 12,878 shares; 2025Q1: 12,403 shares; 2025Q2: 12,403 shares; 2025Q3: 12,403 shares; 2025Q4: 58,461 shares 58,461 $1.73M 0.02% +46,058 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,285 shares 36,285 $1.73M 0.02% new Timeline ULCC FRONTIER GROUP HLDGS INC More: the full row for FRONTIER GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,838 shares; 2024Q4: 454,003 shares; 2025Q1: 387,856 shares; 2025Q2: 389,727 shares; 2025Q3: 376,095 shares; 2025Q4: 366,143 shares 366,143 $1.72M 0.02% -9,952 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,177 shares; 2024Q4: 9,472 shares; 2025Q1: 10,843 shares; 2025Q2: 10,401 shares; 2025Q3: 18,945 shares; 2025Q4: 18,072 shares 18,072 $1.72M 0.02% -873 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: 3,561 shares; 2024Q4: 3,562 shares; 2025Q1: 3,750 shares; 2025Q2: 3,872 shares; 2025Q3: 3,864 shares; 2025Q4: 3,865 shares 3,865 $1.72M 0.02% +1 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,837 shares; 2025Q1: 4,154 shares; 2025Q2: 5,609 shares; 2025Q3: 5,464 shares; 2025Q4: 5,384 shares 5,384 $1.69M 0.02% -80 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,511 shares; 2025Q1: 3,742 shares; 2025Q2: 3,747 shares; 2025Q3: 3,543 shares; 2025Q4: 3,775 shares 3,775 $1.69M 0.02% +232 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: 63,102 shares; 2024Q4: 72,108 shares; 2025Q1: 56,209 shares; 2025Q2: 49,939 shares; 2025Q3: 321,125 shares; 2025Q4: 57,360 shares 57,360 $1.68M 0.02% -263,765 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,060 shares; 2024Q4: 11,545 shares; 2025Q1: 12,863 shares; 2025Q2: 13,395 shares; 2025Q3: 11,700 shares; 2025Q4: 12,137 shares 12,137 $1.67M 0.02% +437 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 772 shares; 2025Q1: 874 shares; 2025Q2: 782 shares; 2025Q3: 799 shares; 2025Q4: 829 shares 829 $1.67M 0.02% +30 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,812 shares; 2025Q1: 3,563 shares; 2025Q2: 3,336 shares; 2025Q3: 5,369 shares; 2025Q4: 5,168 shares 5,168 $1.67M 0.02% -201 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,183 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,418 shares 78,418 $1.66M 0.02% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,466 shares; 2024Q4: 34,230 shares; 2025Q1: 33,072 shares; 2025Q2: 31,422 shares; 2025Q3: 28,975 shares; 2025Q4: 29,374 shares 29,374 $1.65M 0.02% +399 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,733 shares; 2024Q4: 29,445 shares; 2025Q1: 27,637 shares; 2025Q2: 34,937 shares; 2025Q3: 30,598 shares; 2025Q4: 30,042 shares 30,042 $1.65M 0.02% -556 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,653 shares; 2024Q4: 88,151 shares; 2025Q1: 116,871 shares; 2025Q2: 97,601 shares; 2025Q3: 102,601 shares; 2025Q4: 59,354 shares 59,354 $1.64M 0.02% -43,247 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,118 shares; 2024Q4: 31,652 shares; 2025Q1: 11,173 shares; 2025Q2: 9,962 shares; 2025Q3: 10,328 shares; 2025Q4: 8,450 shares 8,450 $1.64M 0.02% -1,878 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,710 shares; 2024Q4: 22,614 shares; 2025Q1: 20,777 shares; 2025Q2: 10,846 shares; 2025Q3: 20,051 shares; 2025Q4: 18,150 shares 18,150 $1.63M 0.02% -1,901 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 15,506 shares; 2025Q1: 15,950 shares; 2025Q2: 14,158 shares; 2025Q3: 13,914 shares; 2025Q4: 11,514 shares 11,514 $1.63M 0.02% -2,400 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,230 shares; 2024Q4: 65,499 shares; 2025Q1: 69,514 shares; 2025Q2: 62,121 shares; 2025Q3: 59,449 shares; 2025Q4: 54,121 shares 54,121 $1.62M 0.02% -5,328 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,915 shares; 2024Q4: 5,207 shares; 2025Q1: 5,665 shares; 2025Q2: 5,907 shares; 2025Q3: 5,773 shares; 2025Q4: 5,506 shares 5,506 $1.62M 0.02% -267 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: 30,478 shares; 2024Q4: 29,906 shares; 2025Q1: 29,634 shares; 2025Q2: 30,087 shares; 2025Q3: 29,376 shares; 2025Q4: 32,227 shares 32,227 $1.61M 0.02% +2,851 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: 20,897 shares; 2024Q4: 20,529 shares; 2025Q1: 22,540 shares; 2025Q2: 22,258 shares; 2025Q3: 21,469 shares; 2025Q4: 21,293 shares 21,293 $1.6M 0.02% -176 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 5,100 shares; 2025Q1: 5,163 shares; 2025Q2: 5,376 shares; 2025Q3: 3,893 shares; 2025Q4: 12,732 shares 12,732 $1.6M 0.02% +8,839 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,223 shares; 2024Q4: 42,329 shares; 2025Q1: 41,893 shares; 2025Q2: 41,473 shares; 2025Q3: 40,054 shares; 2025Q4: 38,519 shares 38,519 $1.6M 0.02% -1,535 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 9,884 shares; 2025Q1: 10,140 shares; 2025Q2: 10,201 shares; 2025Q3: 10,128 shares; 2025Q4: 9,893 shares 9,893 $1.6M 0.02% -235 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,064 shares; 2025Q1: 12,783 shares; 2025Q2: 14,943 shares; 2025Q3: 15,422 shares; 2025Q4: 15,888 shares 15,888 $1.59M 0.02% +466 Timeline SHV 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: 31,186 shares; 2024Q4: 26,386 shares; 2025Q1: 22,400 shares; 2025Q2: 16,592 shares; 2025Q3: 14,671 shares; 2025Q4: 14,359 shares 14,359 $1.58M 0.02% -312 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,144 shares; 2024Q4: 37,947 shares; 2025Q1: 29,398 shares; 2025Q2: 28,824 shares; 2025Q3: 31,520 shares; 2025Q4: 31,328 shares 31,328 $1.58M 0.02% -192 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 5,811 shares; 2025Q1: 5,180 shares; 2025Q2: 5,368 shares; 2025Q3: 5,386 shares; 2025Q4: 5,086 shares 5,086 $1.58M 0.02% -300 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,528 shares; 2025Q1: 8,240 shares; 2025Q2: 9,309 shares; 2025Q3: 9,805 shares; 2025Q4: 8,635 shares 8,635 $1.58M 0.02% -1,170 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 9,794 shares; 2025Q2: 10,746 shares; 2025Q3: 12,962 shares; 2025Q4: 13,910 shares 13,910 $1.57M 0.02% +948 Timeline EEMS 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: 32,457 shares; 2024Q4: 32,076 shares; 2025Q1: 25,182 shares; 2025Q2: 24,751 shares; 2025Q3: 23,371 shares; 2025Q4: 23,306 shares 23,306 $1.57M 0.02% -65 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,643 shares; 2024Q4: 60,864 shares; 2025Q1: 54,103 shares; 2025Q2: 44,435 shares; 2025Q3: 32,589 shares; 2025Q4: 31,183 shares 31,183 $1.57M 0.02% -1,406 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: 6,190 shares; 2024Q4: 13,646 shares; 2025Q1: 15,939 shares; 2025Q2: 13,646 shares; 2025Q3: 13,905 shares; 2025Q4: 12,321 shares 12,321 $1.57M 0.02% -1,584 Timeline SPYV 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: 24,461 shares; 2024Q4: 39,779 shares; 2025Q1: 23,745 shares; 2025Q2: 20,954 shares; 2025Q3: 21,008 shares; 2025Q4: 27,529 shares 27,529 $1.56M 0.02% +6,521 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: 994 shares; 2024Q4: 821 shares; 2025Q1: 777 shares; 2025Q2: 774 shares; 2025Q3: 753 shares; 2025Q4: 727 shares 727 $1.56M 0.02% -26 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: 3,684 shares; 2024Q4: 3,538 shares; 2025Q1: 3,740 shares; 2025Q2: 4,893 shares; 2025Q3: 5,166 shares; 2025Q4: 5,363 shares 5,363 $1.56M 0.02% +197 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 5,002 shares; 2025Q1: 5,508 shares; 2025Q2: 5,512 shares; 2025Q3: 5,425 shares; 2025Q4: 5,373 shares 5,373 $1.55M 0.02% -52 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,627 shares; 2024Q4: 11,853 shares; 2025Q1: 12,547 shares; 2025Q2: 13,069 shares; 2025Q3: 12,458 shares; 2025Q4: 13,216 shares 13,216 $1.52M 0.01% +758 Timeline ARTY 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: 17,327 shares; 2024Q4: 15,305 shares; 2025Q1: 28,831 shares; 2025Q2: 26,929 shares; 2025Q3: 30,087 shares; 2025Q4: 31,397 shares 31,397 $1.51M 0.01% +1,310 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,319 shares; 2024Q4: 47,285 shares; 2025Q1: 47,254 shares; 2025Q2: 32,528 shares; 2025Q3: 38,536 shares; 2025Q4: 37,550 shares 37,550 $1.51M 0.01% -986 Timeline BSCQ 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: 224,738 shares; 2024Q4: 57,889 shares; 2025Q1: 57,409 shares; 2025Q2: 57,409 shares; 2025Q3: 60,427 shares; 2025Q4: 76,885 shares 76,885 $1.51M 0.01% +16,458 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,597 shares 58,597 $1.5M 0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 8,992 shares; 2025Q1: 6,144 shares; 2025Q2: 5,744 shares; 2025Q3: 5,996 shares; 2025Q4: 5,364 shares 5,364 $1.5M 0.01% -632 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,114 shares; 2024Q4: 15,726 shares; 2025Q1: 12,356 shares; 2025Q2: 11,232 shares; 2025Q3: 11,239 shares; 2025Q4: 11,259 shares 11,259 $1.5M 0.01% +20 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: 15,988 shares; 2024Q4: 15,602 shares; 2025Q1: 16,568 shares; 2025Q2: 15,791 shares; 2025Q3: 15,311 shares; 2025Q4: 15,021 shares 15,021 $1.49M 0.01% -290 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: 64,492 shares; 2024Q4: 77,517 shares; 2025Q1: 79,798 shares; 2025Q2: 65,658 shares; 2025Q3: 66,919 shares; 2025Q4: 62,967 shares 62,967 $1.49M 0.01% -3,952 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,557 shares; 2024Q4: 15,609 shares; 2025Q1: 15,613 shares; 2025Q2: 15,638 shares; 2025Q3: 15,681 shares; 2025Q4: 15,732 shares 15,732 $1.48M 0.01% +51 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,074 shares; 2025Q1: 4,287 shares; 2025Q2: 7,243 shares; 2025Q3: 6,466 shares; 2025Q4: 6,094 shares 6,094 $1.48M 0.01% -372 Timeline SDVY 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: 31,012 shares; 2024Q4: 40,714 shares; 2025Q1: 48,463 shares; 2025Q2: 49,152 shares; 2025Q3: 44,146 shares; 2025Q4: 38,281 shares 38,281 $1.47M 0.01% -5,865 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 7,768 shares; 2025Q1: 9,769 shares; 2025Q2: 13,516 shares; 2025Q3: 16,132 shares; 2025Q4: 16,293 shares 16,293 $1.46M 0.01% +161 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,069 shares; 2025Q1: 3,464 shares; 2025Q2: 3,465 shares; 2025Q3: 3,127 shares; 2025Q4: 7,482 shares 7,482 $1.45M 0.01% +4,355 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,528 shares; 2024Q4: 23,460 shares; 2025Q1: 24,455 shares; 2025Q2: 26,960 shares; 2025Q3: 25,280 shares; 2025Q4: 24,788 shares 24,788 $1.45M 0.01% -492 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 16,853 shares; 2025Q1: 9,136 shares; 2025Q2: 9,548 shares; 2025Q3: 10,118 shares; 2025Q4: 10,731 shares 10,731 $1.45M 0.01% +613 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,185 shares; 2025Q1: 2,859 shares; 2025Q2: 2,381 shares; 2025Q3: 2,495 shares; 2025Q4: 2,541 shares 2,541 $1.45M 0.01% +46 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 14,377 shares; 2025Q1: 5,991 shares; 2025Q2: 6,772 shares; 2025Q3: 5,695 shares; 2025Q4: 6,425 shares 6,425 $1.45M 0.01% +730 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,793 shares; 2024Q4: 53,571 shares; 2025Q1: 41,914 shares; 2025Q2: 43,654 shares; 2025Q3: 43,742 shares; 2025Q4: 45,070 shares 45,070 $1.44M 0.01% +1,328 Timeline IAGG 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: 27,853 shares; 2024Q4: 26,327 shares; 2025Q1: 26,506 shares; 2025Q2: 30,614 shares; 2025Q3: 30,485 shares; 2025Q4: 28,870 shares 28,870 $1.44M 0.01% -1,615 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,166 shares; 2025Q1: 5,678 shares; 2025Q2: 5,652 shares; 2025Q3: 5,590 shares; 2025Q4: 5,580 shares 5,580 $1.44M 0.01% -10 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: 5,500 shares; 2025Q2: 5,380 shares; 2025Q3: 5,263 shares; 2025Q4: 5,105 shares 5,105 $1.44M 0.01% -158 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 7,582 shares; 2025Q1: 9,051 shares; 2025Q2: 8,871 shares; 2025Q3: 7,731 shares; 2025Q4: 6,991 shares 6,991 $1.43M 0.01% -740 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: 46,703 shares; 2024Q4: 45,056 shares; 2025Q1: 42,891 shares; 2025Q2: 131,370 shares; 2025Q3: 118,011 shares; 2025Q4: 96,718 shares 96,718 $1.43M 0.01% -21,293 Timeline SPYG 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: 26,504 shares; 2024Q4: 25,023 shares; 2025Q1: 7,674 shares; 2025Q2: 7,627 shares; 2025Q3: 7,663 shares; 2025Q4: 13,380 shares 13,380 $1.43M 0.01% +5,717 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,334 shares; 2024Q4: 15,292 shares; 2025Q1: 14,851 shares; 2025Q2: 14,008 shares; 2025Q3: 13,772 shares; 2025Q4: 13,569 shares 13,569 $1.42M 0.01% -203 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,098 shares; 2024Q4: 12,384 shares; 2025Q1: 12,245 shares; 2025Q2: 11,105 shares; 2025Q3: 8,634 shares; 2025Q4: 8,743 shares 8,743 $1.42M 0.01% +109 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,966 shares; 2024Q4: 17,952 shares; 2025Q1: 19,634 shares; 2025Q2: 39,609 shares; 2025Q3: 37,685 shares; 2025Q4: 35,428 shares 35,428 $1.42M 0.01% -2,257 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,457 shares; 2024Q4: 58,266 shares; 2025Q1: 50,477 shares; 2025Q2: 49,420 shares; 2025Q3: 43,835 shares; 2025Q4: 43,196 shares 43,196 $1.41M 0.01% -639 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: 4,121 shares; 2024Q4: 3,556 shares; 2025Q1: 3,873 shares; 2025Q2: 13,299 shares; 2025Q3: 13,577 shares; 2025Q4: 13,916 shares 13,916 $1.41M 0.01% +339 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,271 shares; 2025Q1: 6,180 shares; 2025Q2: 5,940 shares; 2025Q3: 5,854 shares; 2025Q4: 6,959 shares 6,959 $1.41M 0.01% +1,105 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,187 shares; 2024Q4: 13,105 shares; 2025Q1: 12,060 shares; 2025Q2: 13,297 shares; 2025Q3: 13,296 shares; 2025Q4: 9,229 shares 9,229 $1.4M 0.01% -4,067 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,428 shares; 2024Q4: 9,132 shares; 2025Q1: 8,890 shares; 2025Q2: 8,501 shares; 2025Q3: 8,069 shares; 2025Q4: 7,938 shares 7,938 $1.39M 0.01% -131 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: 26,241 shares; 2024Q4: 51,171 shares; 2025Q1: 56,780 shares; 2025Q2: 49,610 shares; 2025Q3: 53,118 shares; 2025Q4: 52,527 shares 52,527 $1.39M 0.01% -591 Timeline FV 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: 37,492 shares; 2024Q4: 35,033 shares; 2025Q1: 20,381 shares; 2025Q2: 19,516 shares; 2025Q3: 18,806 shares; 2025Q4: 21,917 shares 21,917 $1.38M 0.01% +3,111 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,548 shares; 2025Q4: 43,013 shares 43,013 $1.38M 0.01% +24,465 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: 124,536 shares; 2024Q4: 122,097 shares; 2025Q1: 124,389 shares; 2025Q2: 128,282 shares; 2025Q3: 129,401 shares; 2025Q4: 110,594 shares 110,594 $1.38M 0.01% -18,807 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 6,624 shares; 2025Q1: 8,240 shares; 2025Q2: 7,172 shares; 2025Q3: 6,504 shares; 2025Q4: 6,583 shares 6,583 $1.37M 0.01% +79 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,128 shares 97,128 $1.37M 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,197 shares; 2025Q1: 9,686 shares; 2025Q2: 12,666 shares; 2025Q3: 11,973 shares; 2025Q4: 10,474 shares 10,474 $1.37M 0.01% -1,499 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 13,821 shares; 2025Q1: 14,611 shares; 2025Q2: 14,202 shares; 2025Q3: 14,039 shares; 2025Q4: 13,822 shares 13,822 $1.37M 0.01% -217 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: 5,081 shares; 2024Q4: 3,518 shares; 2025Q1: 3,823 shares; 2025Q2: 3,791 shares; 2025Q3: 3,867 shares; 2025Q4: 3,823 shares 3,823 $1.37M 0.01% -44 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,088 shares; 2024Q4: 6,834 shares; 2025Q1: 7,207 shares; 2025Q2: 5,557 shares; 2025Q3: 5,819 shares; 2025Q4: 5,428 shares 5,428 $1.36M 0.01% -391 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,920 shares; 2024Q4: 31,817 shares; 2025Q1: 29,865 shares; 2025Q2: 25,644 shares; 2025Q3: 27,440 shares; 2025Q4: 28,231 shares 28,231 $1.35M 0.01% +791 Timeline IJUL 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: 24,950 shares; 2025Q2: 28,850 shares; 2025Q3: 39,941 shares; 2025Q4: 40,391 shares 40,391 $1.35M 0.01% +450 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 5,188 shares; 2025Q1: 10,299 shares; 2025Q2: 16,967 shares; 2025Q3: 16,572 shares; 2025Q4: 14,169 shares 14,169 $1.34M 0.01% -2,403 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,369 shares; 2024Q4: 91,542 shares; 2025Q1: 88,540 shares; 2025Q2: 88,159 shares; 2025Q3: 85,584 shares; 2025Q4: 32,980 shares 32,980 $1.33M 0.01% -52,604 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,195 shares; 2025Q1: 1,369 shares; 2025Q2: not reported; 2025Q3: 1,357 shares; 2025Q4: 8,189 shares 8,189 $1.32M 0.01% +6,832 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 11,779 shares; 2025Q1: 30,487 shares; 2025Q2: 28,054 shares; 2025Q3: 30,342 shares; 2025Q4: 26,997 shares 26,997 $1.32M 0.01% -3,345 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: 26,477 shares; 2024Q4: 73,326 shares; 2025Q1: 71,777 shares; 2025Q2: 73,058 shares; 2025Q3: 77,114 shares; 2025Q4: 78,963 shares 78,963 $1.32M 0.01% +1,849 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 12,122 shares; 2025Q1: 10,325 shares; 2025Q2: 10,447 shares; 2025Q3: 10,325 shares; 2025Q4: 10,125 shares 10,125 $1.32M 0.01% -200 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 10,648 shares; 2025Q1: 9,352 shares; 2025Q2: 8,950 shares; 2025Q3: 8,479 shares; 2025Q4: 8,164 shares 8,164 $1.31M 0.01% -315 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,133 shares; 2025Q1: 13,654 shares; 2025Q2: 15,267 shares; 2025Q3: 14,286 shares; 2025Q4: 16,403 shares 16,403 $1.31M 0.01% +2,117 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 6,941 shares; 2025Q1: 5,164 shares; 2025Q2: 4,510 shares; 2025Q3: 3,852 shares; 2025Q4: 3,874 shares 3,874 $1.31M 0.01% +22 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,062 shares 51,062 $1.3M 0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,094 shares; 2025Q1: 5,248 shares; 2025Q2: 4,782 shares; 2025Q3: 4,710 shares; 2025Q4: 4,669 shares 4,669 $1.29M 0.01% -41 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: 39,228 shares; 2024Q4: 38,279 shares; 2025Q1: 37,138 shares; 2025Q2: 26,486 shares; 2025Q3: 26,250 shares; 2025Q4: 26,492 shares 26,492 $1.28M 0.01% +242 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,831 shares; 2024Q4: 42,342 shares; 2025Q1: 40,157 shares; 2025Q2: 39,409 shares; 2025Q3: 29,173 shares; 2025Q4: 24,984 shares 24,984 $1.27M 0.01% -4,189 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 4,962 shares; 2025Q1: 5,015 shares; 2025Q2: 5,532 shares; 2025Q3: 4,612 shares; 2025Q4: 4,550 shares 4,550 $1.27M 0.01% -62 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: 34,447 shares; 2024Q4: 29,591 shares; 2025Q1: 26,860 shares; 2025Q2: 26,691 shares; 2025Q3: 26,695 shares; 2025Q4: 26,699 shares 26,699 $1.25M 0.01% +4 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 7,654 shares; 2025Q1: 6,985 shares; 2025Q2: 6,330 shares; 2025Q3: 5,960 shares; 2025Q4: 5,431 shares 5,431 $1.24M 0.01% -529 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,294 shares; 2024Q4: 32,125 shares; 2025Q1: 25,495 shares; 2025Q2: 25,851 shares; 2025Q3: 24,982 shares; 2025Q4: 23,112 shares 23,112 $1.23M 0.01% -1,870 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 12,485 shares; 2025Q1: 13,796 shares; 2025Q2: 15,238 shares; 2025Q3: 10,571 shares; 2025Q4: 9,619 shares 9,619 $1.23M 0.01% -952 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,937 shares; 2025Q1: 7,413 shares; 2025Q2: 7,435 shares; 2025Q3: 7,351 shares; 2025Q4: 7,175 shares 7,175 $1.23M 0.01% -176 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,963 shares; 2024Q4: 7,314 shares; 2025Q1: 6,688 shares; 2025Q2: 6,611 shares; 2025Q3: 6,813 shares; 2025Q4: 6,789 shares 6,789 $1.22M 0.01% -24 Timeline SMH 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: 3,516 shares; 2024Q4: 4,085 shares; 2025Q1: 4,058 shares; 2025Q2: 2,497 shares; 2025Q3: 2,451 shares; 2025Q4: 3,391 shares 3,391 $1.22M 0.01% +940 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: 115,980 shares; 2025Q3: 115,476 shares; 2025Q4: 60,579 shares 60,579 $1.22M 0.01% -54,897 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,392 shares; 2024Q4: 22,381 shares; 2025Q1: 22,398 shares; 2025Q2: 22,366 shares; 2025Q3: 22,366 shares; 2025Q4: 22,396 shares 22,396 $1.22M 0.01% +30 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,093 shares; 2025Q1: 2,700 shares; 2025Q2: 2,699 shares; 2025Q3: 2,454 shares; 2025Q4: 2,471 shares 2,471 $1.21M 0.01% +17 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 12,085 shares; 2025Q1: 15,819 shares; 2025Q2: 16,480 shares; 2025Q3: 15,942 shares; 2025Q4: 14,896 shares 14,896 $1.21M 0.01% -1,046 Timeline KOCT 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: 16,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,037 shares; 2025Q4: 35,937 shares 35,937 $1.21M 0.01% +24,900 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,612 shares; 2025Q1: 1,642 shares; 2025Q2: 1,712 shares; 2025Q3: 1,456 shares; 2025Q4: 4,202 shares 4,202 $1.21M 0.01% +2,746 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 8,548 shares; 2025Q1: 8,786 shares; 2025Q2: 8,530 shares; 2025Q3: 8,413 shares; 2025Q4: 8,022 shares 8,022 $1.21M 0.01% -391 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,635 shares; 2024Q4: 12,159 shares; 2025Q1: 11,098 shares; 2025Q2: 10,788 shares; 2025Q3: 10,480 shares; 2025Q4: 10,663 shares 10,663 $1.2M 0.01% +183 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,318 shares; 2025Q1: 10,332 shares; 2025Q2: 10,360 shares; 2025Q3: 10,410 shares; 2025Q4: 9,873 shares 9,873 $1.2M 0.01% -537 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,142 shares; 2025Q1: 2,229 shares; 2025Q2: 2,148 shares; 2025Q3: 2,110 shares; 2025Q4: 2,030 shares 2,030 $1.2M 0.01% -80 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 14,377 shares; 2025Q1: 15,165 shares; 2025Q2: 15,097 shares; 2025Q3: 14,800 shares; 2025Q4: 14,887 shares 14,887 $1.2M 0.01% +87 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,392 shares; 2025Q2: 30,688 shares; 2025Q3: 33,443 shares; 2025Q4: 30,684 shares 30,684 $1.18M 0.01% -2,759 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 5,605 shares; 2025Q4: 6,363 shares 6,363 $1.18M 0.01% +758 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: 90,887 shares; 2024Q4: 85,103 shares; 2025Q1: 85,437 shares; 2025Q2: 121,930 shares; 2025Q3: 95,774 shares; 2025Q4: 137,379 shares 137,379 $1.18M 0.01% +41,605 Timeline IBMQ 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: 46,090 shares 46,090 $1.18M 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,797 shares; 2024Q4: 26,257 shares; 2025Q1: 18,666 shares; 2025Q2: 9,312 shares; 2025Q3: 18,378 shares; 2025Q4: 18,832 shares 18,832 $1.18M 0.01% +454 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,077 shares; 2025Q2: 31,155 shares; 2025Q3: 30,985 shares; 2025Q4: 15,077 shares 15,077 $1.17M 0.01% -15,908 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: 11,969 shares; 2024Q4: 11,061 shares; 2025Q1: 10,917 shares; 2025Q2: 10,758 shares; 2025Q3: 9,131 shares; 2025Q4: 8,849 shares 8,849 $1.16M 0.01% -282 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: 97,661 shares; 2024Q4: 71,523 shares; 2025Q1: 64,622 shares; 2025Q2: 67,724 shares; 2025Q3: 26,157 shares; 2025Q4: 26,157 shares 26,157 $1.16M 0.01% 0 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: 14,384 shares; 2024Q4: 14,370 shares; 2025Q1: 14,644 shares; 2025Q2: 13,406 shares; 2025Q3: 13,116 shares; 2025Q4: 13,167 shares 13,167 $1.16M 0.01% +51 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,725 shares 17,725 $1.16M 0.01% new 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: 8,021 shares; 2024Q4: 7,552 shares; 2025Q1: 7,960 shares; 2025Q2: 7,892 shares; 2025Q3: 7,773 shares; 2025Q4: 7,977 shares 7,977 $1.15M 0.01% +204 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,601 shares; 2025Q2: 16,114 shares; 2025Q3: 15,611 shares; 2025Q4: 16,005 shares 16,005 $1.15M 0.01% +394 Timeline HYTI 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: 75,521 shares; 2025Q3: 75,564 shares; 2025Q4: 57,594 shares 57,594 $1.14M 0.01% -17,970 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 6,682 shares; 2025Q1: 5,651 shares; 2025Q2: 5,886 shares; 2025Q3: 5,700 shares; 2025Q4: 4,333 shares 4,333 $1.14M 0.01% -1,367 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,842 shares; 2024Q4: 23,380 shares; 2025Q1: 22,949 shares; 2025Q2: 21,582 shares; 2025Q3: 21,129 shares; 2025Q4: 18,878 shares 18,878 $1.13M 0.01% -2,251 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,501 shares; 2025Q1: 5,497 shares; 2025Q2: 5,672 shares; 2025Q3: 5,101 shares; 2025Q4: 5,436 shares 5,436 $1.13M 0.01% +335 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,041 shares; 2025Q1: 1,470 shares; 2025Q2: 1,393 shares; 2025Q3: 1,207 shares; 2025Q4: 1,284 shares 1,284 $1.13M 0.01% +77 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: 36,806 shares; 2024Q4: 35,802 shares; 2025Q1: 19,210 shares; 2025Q2: 15,053 shares; 2025Q3: 13,733 shares; 2025Q4: 13,909 shares 13,909 $1.13M 0.01% +176 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 638 shares; 2025Q1: 2,861 shares; 2025Q2: 3,623 shares; 2025Q3: 2,981 shares; 2025Q4: 3,518 shares 3,518 $1.13M 0.01% +537 Timeline ESGD 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: 9,250 shares; 2024Q4: 9,360 shares; 2025Q1: 9,832 shares; 2025Q2: 11,392 shares; 2025Q3: 11,921 shares; 2025Q4: 11,831 shares 11,831 $1.13M 0.01% -90 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 4,886 shares; 2025Q1: 5,259 shares; 2025Q2: 5,048 shares; 2025Q3: 4,845 shares; 2025Q4: 4,550 shares 4,550 $1.12M 0.01% -295 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,433 shares; 2024Q4: 13,790 shares; 2025Q1: 14,618 shares; 2025Q2: 14,688 shares; 2025Q3: 14,366 shares; 2025Q4: 13,958 shares 13,958 $1.11M 0.01% -408 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 24,679 shares; 2025Q1: 29,971 shares; 2025Q2: 32,412 shares; 2025Q3: 43,556 shares; 2025Q4: 42,427 shares 42,427 $1.11M 0.01% -1,129 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: 48,862 shares; 2024Q4: 33,942 shares; 2025Q1: 26,662 shares; 2025Q2: 23,548 shares; 2025Q3: 23,327 shares; 2025Q4: 23,316 shares 23,316 $1.11M 0.01% -11 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 11,628 shares; 2025Q1: 10,805 shares; 2025Q2: 11,289 shares; 2025Q3: 11,864 shares; 2025Q4: 11,933 shares 11,933 $1.11M 0.01% +69 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,556 shares; 2024Q4: 5,097 shares; 2025Q1: 3,017 shares; 2025Q2: 2,144 shares; 2025Q3: 5,088 shares; 2025Q4: 5,119 shares 5,119 $1.1M 0.01% +31 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,943 shares; 2024Q4: 9,319 shares; 2025Q1: 9,348 shares; 2025Q2: 8,825 shares; 2025Q3: 9,006 shares; 2025Q4: 8,594 shares 8,594 $1.1M 0.01% -412 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 6,314 shares; 2025Q1: 5,694 shares; 2025Q2: 7,076 shares; 2025Q3: 6,772 shares; 2025Q4: 5,916 shares 5,916 $1.1M 0.01% -856 Timeline XLV 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: 12,029 shares; 2024Q4: 10,675 shares; 2025Q1: 8,526 shares; 2025Q2: 6,794 shares; 2025Q3: 7,252 shares; 2025Q4: 7,069 shares 7,069 $1.09M 0.01% -183 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: 6,646 shares; 2024Q4: 6,612 shares; 2025Q1: 7,619 shares; 2025Q2: 6,144 shares; 2025Q3: 5,468 shares; 2025Q4: 5,818 shares 5,818 $1.09M 0.01% +350 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: 6,644 shares; 2024Q4: 5,281 shares; 2025Q1: 5,207 shares; 2025Q2: 5,521 shares; 2025Q3: 4,984 shares; 2025Q4: 3,327 shares 3,327 $1.09M 0.01% -1,657 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,480 shares; 2024Q4: 101,005 shares; 2025Q1: 83,781 shares; 2025Q2: 51,812 shares; 2025Q3: 37,836 shares; 2025Q4: 30,484 shares 30,484 $1.09M 0.01% -7,352 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,119 shares; 2025Q2: 53,280 shares; 2025Q3: 44,877 shares; 2025Q4: 45,446 shares 45,446 $1.09M 0.01% +569 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,408 shares 72,408 $1.09M 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 6,972 shares; 2025Q1: 6,811 shares; 2025Q2: 6,549 shares; 2025Q3: 7,080 shares; 2025Q4: 7,840 shares 7,840 $1.08M 0.01% +760 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: 15,746 shares; 2024Q4: 15,700 shares; 2025Q1: 15,652 shares; 2025Q2: 15,253 shares; 2025Q3: 15,330 shares; 2025Q4: 15,338 shares 15,338 $1.08M 0.01% +8 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: 63,850 shares; 2024Q4: 52,716 shares; 2025Q1: 47,085 shares; 2025Q2: 44,620 shares; 2025Q3: 42,815 shares; 2025Q4: 37,379 shares 37,379 $1.08M 0.01% -5,436 Timeline KJAN 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: 43,868 shares; 2024Q4: 39,457 shares; 2025Q1: 30,793 shares; 2025Q2: 41,924 shares; 2025Q3: 57,025 shares; 2025Q4: 26,006 shares 26,006 $1.08M 0.01% -31,019 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,645 shares; 2024Q4: 18,080 shares; 2025Q1: 18,156 shares; 2025Q2: 16,329 shares; 2025Q3: 16,151 shares; 2025Q4: 24,886 shares 24,886 $1.08M 0.01% +8,735 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 3,537 shares; 2025Q1: 4,139 shares; 2025Q2: 3,940 shares; 2025Q3: 3,738 shares; 2025Q4: 3,715 shares 3,715 $1.07M 0.01% -23 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,005 shares 47,005 $1.07M 0.01% new 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: not reported; 2024Q4: 7,802 shares; 2025Q1: 11,807 shares; 2025Q2: 18,517 shares; 2025Q3: 23,217 shares; 2025Q4: 20,417 shares 20,417 $1.06M 0.01% -2,800 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: 342,946 shares; 2024Q4: 336,506 shares; 2025Q1: 24,972 shares; 2025Q2: 21,904 shares; 2025Q3: 21,397 shares; 2025Q4: 20,144 shares 20,144 $1.06M 0.01% -1,253 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,812 shares; 2024Q4: 13,901 shares; 2025Q1: 14,482 shares; 2025Q2: 15,680 shares; 2025Q3: 15,641 shares; 2025Q4: 15,359 shares 15,359 $1.06M 0.01% -282 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,388 shares; 2024Q4: 16,349 shares; 2025Q1: 10,875 shares; 2025Q2: 180,096 shares; 2025Q3: 184,687 shares; 2025Q4: 10,246 shares 10,246 $1.05M 0.01% -174,441 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,519 shares; 2025Q3: 17,627 shares; 2025Q4: 19,375 shares 19,375 $1.05M 0.01% +1,748 Timeline BSCR 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: 31,155 shares; 2024Q4: 34,527 shares; 2025Q1: 30,443 shares; 2025Q2: 30,443 shares; 2025Q3: 33,488 shares; 2025Q4: 53,015 shares 53,015 $1.05M 0.01% +19,527 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,728 shares; 2025Q1: 7,506 shares; 2025Q2: 7,642 shares; 2025Q3: 7,817 shares; 2025Q4: 7,657 shares 7,657 $1.04M 0.01% -160 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,377 shares; 2025Q1: 5,384 shares; 2025Q2: 3,772 shares; 2025Q3: 3,404 shares; 2025Q4: 3,494 shares 3,494 $1.03M 0.01% +90 Timeline GOVT 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: 66,919 shares; 2024Q4: 50,664 shares; 2025Q1: 47,612 shares; 2025Q2: 45,310 shares; 2025Q3: 46,760 shares; 2025Q4: 44,859 shares 44,859 $1.03M 0.01% -1,901 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,443 shares 39,443 $1.03M 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,465 shares; 2025Q1: 2,926 shares; 2025Q2: 3,040 shares; 2025Q3: 3,006 shares; 2025Q4: 2,912 shares 2,912 $1.03M 0.01% -94 Timeline XLU 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: 12,934 shares; 2024Q4: 12,958 shares; 2025Q1: 11,313 shares; 2025Q2: 13,573 shares; 2025Q3: 13,202 shares; 2025Q4: 24,015 shares 24,015 $1.03M 0.01% +10,813 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: 54,372 shares; 2024Q4: 54,145 shares; 2025Q1: 62,577 shares; 2025Q2: 61,367 shares; 2025Q3: 63,565 shares; 2025Q4: 5,930 shares 5,930 $1.03M 0.01% -57,635 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: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,685 shares; 2025Q3: 5,503 shares; 2025Q4: 6,160 shares 6,160 $1.02M 0.01% +657 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,964 shares; 2024Q4: 8,134 shares; 2025Q1: 9,250 shares; 2025Q2: 9,101 shares; 2025Q3: 8,364 shares; 2025Q4: 8,539 shares 8,539 $1.02M 0.01% +175 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,300 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 2,453 shares; 2025Q4: 2,470 shares 2,470 $1.02M 0.01% +17 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 3,942 shares; 2025Q1: 3,654 shares; 2025Q2: 4,393 shares; 2025Q3: 4,456 shares; 2025Q4: 4,131 shares 4,131 $1.02M 0.01% -325 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,716 shares; 2025Q1: 1,302 shares; 2025Q2: 1,423 shares; 2025Q3: 1,373 shares; 2025Q4: 1,089 shares 1,089 $1.02M 0.01% -284 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,299 shares; 2025Q4: 3,054 shares 3,054 $1.01M 0.01% +755 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 4,821 shares; 2025Q1: 5,160 shares; 2025Q2: 5,123 shares; 2025Q3: 4,730 shares; 2025Q4: 4,622 shares 4,622 $1M 0.01% -108 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: 12,215 shares; 2024Q4: 12,218 shares; 2025Q1: 12,295 shares; 2025Q2: 11,597 shares; 2025Q3: 13,040 shares; 2025Q4: 11,428 shares 11,428 $998K 0.01% -1,612 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,337 shares; 2024Q4: 20,026 shares; 2025Q1: 20,893 shares; 2025Q2: 21,080 shares; 2025Q3: 20,626 shares; 2025Q4: 18,886 shares 18,886 $998K 0.01% -1,740 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: 12,647 shares; 2024Q4: 10,788 shares; 2025Q1: 10,834 shares; 2025Q2: 8,531 shares; 2025Q3: 8,282 shares; 2025Q4: 8,281 shares 8,281 $996K 0.01% -1 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: 14,449 shares; 2024Q4: 10,722 shares; 2025Q1: 10,536 shares; 2025Q2: 10,312 shares; 2025Q3: 10,249 shares; 2025Q4: 10,233 shares 10,233 $991K 0.01% -16 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,359 shares; 2025Q3: 3,699 shares; 2025Q4: 3,767 shares 3,767 $984K 0.01% +68 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,486 shares; 2024Q4: 42,722 shares; 2025Q1: 40,632 shares; 2025Q2: 38,232 shares; 2025Q3: 17,573 shares; 2025Q4: 17,573 shares 17,573 $983K 0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,587 shares; 2024Q4: 16,583 shares; 2025Q1: 14,239 shares; 2025Q2: 14,770 shares; 2025Q3: 16,324 shares; 2025Q4: 18,723 shares 18,723 $981K 0.01% +2,399 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,034 shares; 2025Q3: 18,299 shares; 2025Q4: 21,313 shares 21,313 $978K 0.01% +3,014 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 6,637 shares; 2025Q1: 7,039 shares; 2025Q2: 5,453 shares; 2025Q3: 5,485 shares; 2025Q4: 10,578 shares 10,578 $978K 0.01% +5,093 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,424 shares 50,424 $976K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 3,000 shares; 2025Q1: 3,142 shares; 2025Q2: 10,249 shares; 2025Q3: 10,171 shares; 2025Q4: 10,680 shares 10,680 $974K 0.01% +509 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,986 shares; 2024Q4: 18,495 shares; 2025Q1: 31,532 shares; 2025Q2: 29,970 shares; 2025Q3: 29,222 shares; 2025Q4: 20,713 shares 20,713 $974K 0.01% -8,509 Timeline IYY 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: 6,385 shares; 2024Q4: 6,385 shares; 2025Q1: 6,180 shares; 2025Q2: 5,865 shares; 2025Q3: 5,866 shares; 2025Q4: 5,866 shares 5,866 $973K 0.01% 0 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: 21,574 shares; 2024Q4: 21,574 shares; 2025Q1: 21,368 shares; 2025Q2: 21,368 shares; 2025Q3: 20,828 shares; 2025Q4: 20,806 shares 20,806 $971K 0.01% -22 Timeline AOR 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: 5,503 shares; 2025Q1: 7,180 shares; 2025Q2: 11,446 shares; 2025Q3: 14,494 shares; 2025Q4: 14,893 shares 14,893 $968K 0.01% +399 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,773 shares; 2024Q4: 280,411 shares; 2025Q1: 295,028 shares; 2025Q2: 297,631 shares; 2025Q3: 290,277 shares; 2025Q4: 289,845 shares 289,845 $968K 0.01% -432 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 3,455 shares; 2025Q1: 4,300 shares; 2025Q2: 5,007 shares; 2025Q3: 4,618 shares; 2025Q4: 4,896 shares 4,896 $965K 0.01% +278 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,095 shares; 2025Q1: 8,172 shares; 2025Q2: 10,847 shares; 2025Q3: 35,039 shares; 2025Q4: 35,850 shares 35,850 $951K 0.01% +811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,610 shares; 2025Q3: 92,223 shares; 2025Q4: 80,786 shares 80,786 $948K 0.01% -11,437 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,861 shares; 2024Q4: 26,713 shares; 2025Q1: 23,982 shares; 2025Q2: 23,310 shares; 2025Q3: 23,065 shares; 2025Q4: 19,746 shares 19,746 $944K 0.01% -3,319 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 12,965 shares; 2025Q1: 13,846 shares; 2025Q2: 11,993 shares; 2025Q3: 11,984 shares; 2025Q4: 11,894 shares 11,894 $936K 0.01% -90 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: 6,167 shares; 2024Q4: 6,148 shares; 2025Q1: 3,564 shares; 2025Q2: 12,229 shares; 2025Q3: 13,072 shares; 2025Q4: 12,845 shares 12,845 $931K 0.01% -227 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: 7,318 shares; 2024Q4: 7,528 shares; 2025Q1: 4,830 shares; 2025Q2: 4,782 shares; 2025Q3: 4,719 shares; 2025Q4: 4,585 shares 4,585 $930K 0.01% -134 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 7,416 shares; 2025Q1: 6,519 shares; 2025Q2: 7,286 shares; 2025Q3: 7,086 shares; 2025Q4: 6,686 shares 6,686 $929K 0.01% -400 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 12,160 shares; 2025Q1: 14,260 shares; 2025Q2: 14,378 shares; 2025Q3: 14,053 shares; 2025Q4: 13,557 shares 13,557 $923K 0.01% -496 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,209 shares; 2025Q1: 3,329 shares; 2025Q2: 2,849 shares; 2025Q3: 2,847 shares; 2025Q4: 2,495 shares 2,495 $922K 0.01% -352 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,247 shares; 2025Q1: 4,242 shares; 2025Q2: 4,120 shares; 2025Q3: 4,112 shares; 2025Q4: 4,136 shares 4,136 $921K 0.01% +24 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,148 shares; 2024Q4: 12,180 shares; 2025Q1: 13,070 shares; 2025Q2: 12,571 shares; 2025Q3: 12,560 shares; 2025Q4: 12,464 shares 12,464 $921K 0.01% -96 Timeline JEPQ 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: 29,507 shares; 2024Q4: 62,486 shares; 2025Q1: 12,673 shares; 2025Q2: 16,297 shares; 2025Q3: 16,740 shares; 2025Q4: 15,833 shares 15,833 $920K 0.01% -907 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 10,056 shares; 2025Q1: 10,820 shares; 2025Q2: 10,960 shares; 2025Q3: 10,758 shares; 2025Q4: 10,384 shares 10,384 $917K 0.01% -374 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,896 shares; 2025Q1: 5,540 shares; 2025Q2: 4,255 shares; 2025Q3: 4,267 shares; 2025Q4: 4,940 shares 4,940 $917K 0.01% +673 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,924 shares; 2025Q1: 5,989 shares; 2025Q2: 6,559 shares; 2025Q3: 7,256 shares; 2025Q4: 7,520 shares 7,520 $915K 0.01% +264 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 8,857 shares; 2025Q1: 7,003 shares; 2025Q2: 5,861 shares; 2025Q3: 5,679 shares; 2025Q4: 5,420 shares 5,420 $915K 0.01% -259 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 10,977 shares; 2025Q1: 10,977 shares; 2025Q2: 10,977 shares; 2025Q3: 10,977 shares; 2025Q4: 11,042 shares 11,042 $908K 0.01% +65 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,294 shares; 2025Q2: 16,201 shares; 2025Q3: 18,359 shares; 2025Q4: 23,504 shares 23,504 $904K 0.01% +5,145 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,457 shares; 2025Q1: 47,566 shares; 2025Q2: 47,956 shares; 2025Q3: 47,316 shares; 2025Q4: 46,605 shares 46,605 $899K 0.01% -711 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,466 shares; 2025Q3: 11,965 shares; 2025Q4: 11,968 shares 11,968 $898K 0.01% +3 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,418 shares; 2025Q3: 3,483 shares; 2025Q4: 3,427 shares 3,427 $897K 0.01% -56 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 7,128 shares; 2025Q1: 5,885 shares; 2025Q2: 4,868 shares; 2025Q3: 4,884 shares; 2025Q4: 4,907 shares 4,907 $894K 0.01% +23 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 4,969 shares; 2025Q1: 5,728 shares; 2025Q2: 5,763 shares; 2025Q3: 5,580 shares; 2025Q4: 5,472 shares 5,472 $894K 0.01% -108 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: 70,320 shares; 2024Q4: 66,520 shares; 2025Q1: 69,520 shares; 2025Q2: 69,524 shares; 2025Q3: 69,524 shares; 2025Q4: 68,645 shares 68,645 $886K 0.01% -879 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,721 shares; 2024Q4: 38,485 shares; 2025Q1: 35,885 shares; 2025Q2: 28,386 shares; 2025Q3: 30,901 shares; 2025Q4: 17,806 shares 17,806 $883K 0.01% -13,095 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: 29,099 shares; 2024Q4: 33,022 shares; 2025Q1: 18,359 shares; 2025Q2: 23,848 shares; 2025Q3: 13,611 shares; 2025Q4: 11,746 shares 11,746 $883K 0.01% -1,865 Timeline BSCS 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: 10,833 shares; 2024Q4: 19,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,252 shares; 2025Q4: 42,711 shares 42,711 $880K 0.01% +31,459 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,578 shares; 2024Q4: 55,571 shares; 2025Q1: 77,041 shares; 2025Q2: 11,160 shares; 2025Q3: 13,079 shares; 2025Q4: 10,340 shares 10,340 $879K 0.01% -2,739 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,553 shares; 2025Q1: 5,226 shares; 2025Q2: 4,930 shares; 2025Q3: 4,179 shares; 2025Q4: 5,032 shares 5,032 $876K 0.01% +853 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: 4,004 shares; 2024Q4: 3,531 shares; 2025Q1: 4,391 shares; 2025Q2: 1,645 shares; 2025Q3: 1,588 shares; 2025Q4: 1,584 shares 1,584 $876K 0.01% -4 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 20,845 shares; 2025Q1: 20,670 shares; 2025Q2: 33,137 shares; 2025Q3: 31,075 shares; 2025Q4: 13,173 shares 13,173 $875K 0.01% -17,902 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 35,983 shares; 2025Q1: 36,223 shares; 2025Q2: 31,248 shares; 2025Q3: 30,599 shares; 2025Q4: 29,137 shares 29,137 $868K 0.01% -1,462 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: 6,277 shares; 2024Q4: 3,846 shares; 2025Q1: 3,733 shares; 2025Q2: 5,205 shares; 2025Q3: 3,180 shares; 2025Q4: 4,166 shares 4,166 $866K 0.01% +986 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 11,467 shares; 2025Q1: 12,026 shares; 2025Q2: 12,014 shares; 2025Q3: 11,798 shares; 2025Q4: 11,685 shares 11,685 $861K 0.01% -113 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 4,053 shares; 2025Q1: 5,088 shares; 2025Q2: 5,031 shares; 2025Q3: 4,954 shares; 2025Q4: 11,540 shares 11,540 $860K 0.01% +6,586 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: 2,906 shares; 2024Q4: 3,061 shares; 2025Q1: 3,339 shares; 2025Q2: 3,500 shares; 2025Q3: 2,850 shares; 2025Q4: 2,983 shares 2,983 $857K 0.01% +133 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,854 shares; 2024Q4: 29,986 shares; 2025Q1: 31,017 shares; 2025Q2: 26,906 shares; 2025Q3: 33,528 shares; 2025Q4: 18,181 shares 18,181 $856K 0.01% -15,347 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: 7,686 shares; 2024Q4: 7,537 shares; 2025Q1: 8,079 shares; 2025Q2: 8,100 shares; 2025Q3: 7,965 shares; 2025Q4: 8,558 shares 8,558 $855K 0.01% +593 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,795 shares; 2024Q4: 14,848 shares; 2025Q1: 14,854 shares; 2025Q2: 14,879 shares; 2025Q3: 14,895 shares; 2025Q4: 14,879 shares 14,879 $852K 0.01% -16 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,978 shares; 2025Q1: 4,093 shares; 2025Q2: 4,008 shares; 2025Q3: 4,057 shares; 2025Q4: 3,959 shares 3,959 $851K 0.01% -98 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 8,796 shares; 2025Q1: 8,601 shares; 2025Q2: 8,627 shares; 2025Q3: 8,635 shares; 2025Q4: 8,983 shares 8,983 $846K 0.01% +348 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,261 shares; 2024Q4: 48,387 shares; 2025Q1: 48,387 shares; 2025Q2: 44,554 shares; 2025Q3: 44,554 shares; 2025Q4: 42,554 shares 42,554 $846K 0.01% -2,000 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 3,729 shares; 2025Q3: 4,676 shares; 2025Q4: 4,980 shares 4,980 $844K 0.01% +304 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,616 shares; 2025Q4: 37,619 shares 37,619 $844K 0.01% +19,003 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: 10,315 shares; 2025Q1: 10,327 shares; 2025Q2: 8,929 shares; 2025Q3: 8,617 shares; 2025Q4: 8,617 shares 8,617 $842K 0.01% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,622 shares; 2025Q4: 14,605 shares 14,605 $841K 0.01% +983 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 34,929 shares; 2025Q1: 38,196 shares; 2025Q2: 34,549 shares; 2025Q3: 33,884 shares; 2025Q4: 28,405 shares 28,405 $837K 0.01% -5,479 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,924 shares; 2024Q4: 34,298 shares; 2025Q1: 34,298 shares; 2025Q2: 33,121 shares; 2025Q3: 33,121 shares; 2025Q4: 34,962 shares 34,962 $832K 0.01% +1,841 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,604 shares; 2024Q4: 8,391 shares; 2025Q1: 8,200 shares; 2025Q2: 7,448 shares; 2025Q3: 7,640 shares; 2025Q4: 7,746 shares 7,746 $832K 0.01% +106 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,416 shares; 2024Q4: 21,070 shares; 2025Q1: 16,769 shares; 2025Q2: 16,897 shares; 2025Q3: 15,847 shares; 2025Q4: 15,402 shares 15,402 $829K 0.01% -445 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 8,590 shares; 2025Q1: 8,724 shares; 2025Q2: 7,842 shares; 2025Q3: 7,785 shares; 2025Q4: 7,817 shares 7,817 $824K 0.01% +32 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,641 shares; 2024Q4: 19,230 shares; 2025Q1: 17,789 shares; 2025Q2: 17,660 shares; 2025Q3: 16,975 shares; 2025Q4: 15,559 shares 15,559 $824K 0.01% -1,416 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,035 shares; 2024Q4: 34,035 shares; 2025Q1: 34,035 shares; 2025Q2: 34,883 shares; 2025Q3: 34,713 shares; 2025Q4: 34,713 shares 34,713 $821K 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 15,346 shares; 2025Q1: 17,012 shares; 2025Q2: 18,078 shares; 2025Q3: 25,770 shares; 2025Q4: 22,431 shares 22,431 $820K 0.01% -3,339 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,611 shares; 2025Q1: 1,607 shares; 2025Q2: 1,559 shares; 2025Q3: 1,548 shares; 2025Q4: 1,699 shares 1,699 $816K 0.01% +151 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,083 shares; 2025Q1: 10,099 shares; 2025Q2: 10,060 shares; 2025Q3: 9,998 shares; 2025Q4: 9,935 shares 9,935 $814K 0.01% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,199 shares 27,199 $811K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,758 shares 31,758 $808K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 151 shares; 2025Q1: 183 shares; 2025Q2: 186 shares; 2025Q3: 421 shares; 2025Q4: 372 shares 372 $800K 0.01% -49 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,270 shares; 2025Q1: 1,338 shares; 2025Q2: 1,709 shares; 2025Q3: 1,627 shares; 2025Q4: 1,892 shares 1,892 $799K 0.01% +265 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,761 shares; 2025Q1: 4,273 shares; 2025Q2: 4,417 shares; 2025Q3: 3,812 shares; 2025Q4: 3,870 shares 3,870 $795K 0.01% +58 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: 18,312 shares; 2025Q1: 18,262 shares; 2025Q2: 17,388 shares; 2025Q3: 17,575 shares; 2025Q4: 17,144 shares 17,144 $794K 0.01% -431 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 11,513 shares; 2025Q1: 12,291 shares; 2025Q2: 12,615 shares; 2025Q3: 11,817 shares; 2025Q4: 11,765 shares 11,765 $792K 0.01% -52 Timeline FTEC 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: 1,473 shares; 2025Q2: 4,338 shares; 2025Q3: 4,600 shares; 2025Q4: 3,521 shares 3,521 $791K 0.01% -1,079 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 8,860 shares; 2025Q1: 8,991 shares; 2025Q2: 8,996 shares; 2025Q3: 9,002 shares; 2025Q4: 7,600 shares 7,600 $786K 0.01% -1,402 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,705 shares; 2025Q1: 3,159 shares; 2025Q2: 3,106 shares; 2025Q3: 2,977 shares; 2025Q4: 2,850 shares 2,850 $785K 0.01% -127 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 7,366 shares; 2025Q1: 8,504 shares; 2025Q2: 8,685 shares; 2025Q3: 8,642 shares; 2025Q4: 7,393 shares 7,393 $776K 0.01% -1,249 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,944 shares; 2025Q1: 5,156 shares; 2025Q2: 5,428 shares; 2025Q3: 5,550 shares; 2025Q4: 4,810 shares 4,810 $776K 0.01% -740 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 3,150 shares; 2025Q4: 2,102 shares 2,102 $775K 0.01% -1,048 Timeline LMBS 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: 22,985 shares; 2024Q4: 25,147 shares; 2025Q1: 22,569 shares; 2025Q2: 19,299 shares; 2025Q3: 16,773 shares; 2025Q4: 15,433 shares 15,433 $771K 0.01% -1,340 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 3,049 shares; 2025Q1: 3,851 shares; 2025Q2: 3,608 shares; 2025Q3: 3,581 shares; 2025Q4: 4,179 shares 4,179 $771K 0.01% +598 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,174 shares; 2025Q1: 1,181 shares; 2025Q2: 1,282 shares; 2025Q3: 1,268 shares; 2025Q4: 914 shares 914 $769K 0.01% -354 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,579 shares; 2025Q1: 7,535 shares; 2025Q2: 7,616 shares; 2025Q3: 7,258 shares; 2025Q4: 7,892 shares 7,892 $767K 0.01% +634 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: 650 shares; 2024Q4: 687 shares; 2025Q1: 1,009 shares; 2025Q2: 943 shares; 2025Q3: 911 shares; 2025Q4: 944 shares 944 $764K 0.01% +33 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT 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: 3,723 shares; 2025Q4: 3,697 shares 3,697 $763K 0.01% -26 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: 9,357 shares; 2024Q4: 8,569 shares; 2025Q1: 8,542 shares; 2025Q2: 8,528 shares; 2025Q3: 8,629 shares; 2025Q4: 8,083 shares 8,083 $761K 0.01% -546 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 2,402 shares; 2025Q1: 1,376 shares; 2025Q2: 1,332 shares; 2025Q3: 1,764 shares; 2025Q4: 1,488 shares 1,488 $760K 0.01% -276 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 18,802 shares; 2025Q1: 25,218 shares; 2025Q2: 25,678 shares; 2025Q3: 31,012 shares; 2025Q4: 31,269 shares 31,269 $758K 0.01% +257 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,727 shares; 2025Q1: 4,588 shares; 2025Q2: 5,463 shares; 2025Q3: 4,950 shares; 2025Q4: 5,527 shares 5,527 $757K 0.01% +577 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.01% 0 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,659 shares; 2025Q1: 62,659 shares; 2025Q2: 42,659 shares; 2025Q3: 17,659 shares; 2025Q4: 12,659 shares 12,659 $753K 0.01% -5,000 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 10,700 shares; 2025Q1: 10,731 shares; 2025Q2: 8,142 shares; 2025Q3: 7,939 shares; 2025Q4: 7,785 shares 7,785 $753K 0.01% -154 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,692 shares; 2025Q1: 2,488 shares; 2025Q2: 2,819 shares; 2025Q3: 2,650 shares; 2025Q4: 3,314 shares 3,314 $749K 0.01% +664 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 6,217 shares; 2025Q1: 6,182 shares; 2025Q2: 6,194 shares; 2025Q3: 6,347 shares; 2025Q4: 6,585 shares 6,585 $749K 0.01% +238 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 7,708 shares; 2025Q1: 9,887 shares; 2025Q2: 10,138 shares; 2025Q3: 9,453 shares; 2025Q4: 9,475 shares 9,475 $748K 0.01% +22 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: 18,568 shares; 2024Q4: 23,664 shares; 2025Q1: 29,934 shares; 2025Q2: 30,509 shares; 2025Q3: 29,382 shares; 2025Q4: 30,470 shares 30,470 $747K 0.01% +1,088 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 3,149 shares; 2025Q1: 2,944 shares; 2025Q2: 2,899 shares; 2025Q3: 2,954 shares; 2025Q4: 2,459 shares 2,459 $745K 0.01% -495 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,768 shares; 2025Q1: 16,453 shares; 2025Q2: 15,119 shares; 2025Q3: 13,867 shares; 2025Q4: 13,617 shares 13,617 $744K 0.01% -250 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: 7,059 shares; 2024Q4: 33,399 shares; 2025Q1: 32,354 shares; 2025Q2: 34,190 shares; 2025Q3: 33,393 shares; 2025Q4: 29,065 shares 29,065 $744K 0.01% -4,328 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,529 shares; 2025Q1: 63,303 shares; 2025Q2: 62,159 shares; 2025Q3: 59,127 shares; 2025Q4: 57,279 shares 57,279 $742K 0.01% -1,848 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 17,086 shares; 2025Q1: 10,979 shares; 2025Q2: 10,328 shares; 2025Q3: 10,380 shares; 2025Q4: 10,562 shares 10,562 $741K 0.01% +182 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 2,976 shares; 2025Q1: 3,972 shares; 2025Q2: 4,382 shares; 2025Q3: 4,728 shares; 2025Q4: 4,268 shares 4,268 $741K 0.01% -460 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 15,547 shares; 2025Q1: 15,547 shares; 2025Q2: 15,547 shares; 2025Q3: 15,547 shares; 2025Q4: 15,547 shares 15,547 $738K 0.01% 0 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: 3,098 shares; 2024Q4: 2,911 shares; 2025Q1: 2,919 shares; 2025Q2: 2,928 shares; 2025Q3: 2,924 shares; 2025Q4: 2,933 shares 2,933 $737K 0.01% +9 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,200 shares; 2025Q4: 26,792 shares 26,792 $737K 0.01% +1,592 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 35,304 shares 35,304 $728K 0.01% new Timeline XLY 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: 4,286 shares; 2024Q4: 4,387 shares; 2025Q1: 3,933 shares; 2025Q2: 3,696 shares; 2025Q3: 3,728 shares; 2025Q4: 6,094 shares 6,094 $728K 0.01% +2,366 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,197 shares; 2025Q1: 1,304 shares; 2025Q2: 1,326 shares; 2025Q3: 1,341 shares; 2025Q4: 1,551 shares 1,551 $724K 0.01% +210 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,828 shares; 2025Q1: 17,264 shares; 2025Q2: 17,164 shares; 2025Q3: 16,858 shares; 2025Q4: 16,769 shares 16,769 $720K 0.01% -89 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,864 shares; 2024Q4: 16,676 shares; 2025Q1: 18,079 shares; 2025Q2: 30,648 shares; 2025Q3: 29,825 shares; 2025Q4: 19,446 shares 19,446 $720K 0.01% -10,379 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,754 shares; 2025Q4: 4,170 shares 4,170 $718K 0.01% +416 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,828 shares; 2024Q4: 17,174 shares; 2025Q1: 13,570 shares; 2025Q2: 12,585 shares; 2025Q3: 10,723 shares; 2025Q4: 10,682 shares 10,682 $716K 0.01% -41 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: 14,619 shares; 2024Q4: 14,956 shares; 2025Q1: 9,544 shares; 2025Q2: 9,375 shares; 2025Q3: 8,092 shares; 2025Q4: 7,867 shares 7,867 $716K 0.01% -225 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,609 shares; 2024Q4: 48,414 shares; 2025Q1: 26,700 shares; 2025Q2: 27,447 shares; 2025Q3: 26,531 shares; 2025Q4: 25,973 shares 25,973 $714K 0.01% -558 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,342 shares; 2025Q1: 6,855 shares; 2025Q2: 7,232 shares; 2025Q3: 8,525 shares; 2025Q4: 9,355 shares 9,355 $713K 0.01% +830 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 10,012 shares; 2025Q1: 10,688 shares; 2025Q2: 10,654 shares; 2025Q3: 10,504 shares; 2025Q4: 10,490 shares 10,490 $710K 0.01% -14 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,612 shares; 2024Q4: 32,594 shares; 2025Q1: 33,684 shares; 2025Q2: 29,751 shares; 2025Q3: 31,493 shares; 2025Q4: 31,729 shares 31,729 $709K 0.01% +236 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: not reported; 2024Q4: 27,264 shares; 2025Q1: 30,001 shares; 2025Q2: 30,595 shares; 2025Q3: 29,861 shares; 2025Q4: 30,066 shares 30,066 $709K 0.01% +205 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: 25,964 shares; 2024Q4: 29,396 shares; 2025Q1: 27,036 shares; 2025Q2: 25,481 shares; 2025Q3: 30,744 shares; 2025Q4: 30,744 shares 30,744 $704K 0.01% 0 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,745 shares; 2025Q1: 28,056 shares; 2025Q2: 27,727 shares; 2025Q3: 27,193 shares; 2025Q4: 26,927 shares 26,927 $704K 0.01% -266 Timeline STEN 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: 27,500 shares 27,500 $703K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,267 shares; 2025Q1: 2,293 shares; 2025Q2: 2,380 shares; 2025Q3: 2,271 shares; 2025Q4: 2,155 shares 2,155 $698K 0.01% -116 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,081 shares; 2025Q1: 3,082 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 2,323 shares 2,323 $698K 0.01% -758 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,982 shares; 2025Q3: 7,848 shares; 2025Q4: 9,981 shares 9,981 $696K 0.01% +2,133 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 15,191 shares; 2025Q1: 14,794 shares; 2025Q2: 14,691 shares; 2025Q3: 13,409 shares; 2025Q4: 13,709 shares 13,709 $696K 0.01% +300 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,276 shares; 2025Q1: 8,206 shares; 2025Q2: 8,214 shares; 2025Q3: 8,260 shares; 2025Q4: 8,282 shares 8,282 $696K 0.01% +22 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 6,225 shares; 2025Q1: 4,681 shares; 2025Q2: 4,684 shares; 2025Q3: 4,689 shares; 2025Q4: 4,692 shares 4,692 $695K 0.01% +3 Timeline PSCT 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: 12,269 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,270 shares; 2025Q3: 12,270 shares; 2025Q4: 12,270 shares 12,270 $695K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 14,525 shares; 2025Q1: 13,928 shares; 2025Q2: 14,139 shares; 2025Q3: 14,342 shares; 2025Q4: 14,512 shares 14,512 $694K 0.01% +170 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,639 shares; 2025Q4: 8,901 shares 8,901 $691K 0.01% +2,262 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,062 shares; 2025Q1: 4,849 shares; 2025Q2: 4,906 shares; 2025Q3: 3,903 shares; 2025Q4: 2,842 shares 2,842 $690K 0.01% -1,061 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 14,318 shares; 2025Q1: 14,318 shares; 2025Q2: 14,318 shares; 2025Q3: 14,318 shares; 2025Q4: 14,318 shares 14,318 $686K 0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 19,745 shares 19,745 $684K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,639 shares; 2024Q4: 16,700 shares; 2025Q1: 18,863 shares; 2025Q2: 17,051 shares; 2025Q3: 16,185 shares; 2025Q4: 16,600 shares 16,600 $683K 0.01% +415 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,505 shares; 2024Q4: 20,479 shares; 2025Q1: 22,648 shares; 2025Q2: 15,001 shares; 2025Q3: 14,795 shares; 2025Q4: 14,581 shares 14,581 $683K 0.01% -214 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 1,934 shares; 2025Q1: 1,970 shares; 2025Q2: 2,017 shares; 2025Q3: 2,211 shares; 2025Q4: 2,003 shares 2,003 $681K 0.01% -208 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,290 shares; 2025Q1: 4,739 shares; 2025Q2: 4,730 shares; 2025Q3: 4,744 shares; 2025Q4: 4,731 shares 4,731 $680K 0.01% -13 Timeline JAVA 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: 9,293 shares; 2024Q4: 9,329 shares; 2025Q1: 9,354 shares; 2025Q2: 9,389 shares; 2025Q3: 9,423 shares; 2025Q4: 9,462 shares 9,462 $679K 0.01% +39 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: 4,954 shares; 2024Q4: 4,869 shares; 2025Q1: 5,755 shares; 2025Q2: 5,946 shares; 2025Q3: 5,775 shares; 2025Q4: 5,397 shares 5,397 $676K 0.01% -378 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,835 shares; 2025Q1: 7,008 shares; 2025Q2: 7,845 shares; 2025Q3: 8,904 shares; 2025Q4: 8,367 shares 8,367 $676K 0.01% -537 Timeline BUFF 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: 13,656 shares; 2025Q3: 17,833 shares; 2025Q4: 13,533 shares 13,533 $675K 0.01% -4,300 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 4,492 shares; 2025Q1: 5,004 shares; 2025Q2: 5,990 shares; 2025Q3: 5,495 shares; 2025Q4: 5,349 shares 5,349 $673K 0.01% -146 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 14,053 shares; 2025Q1: 24,128 shares; 2025Q2: 25,481 shares; 2025Q3: 24,001 shares; 2025Q4: 25,691 shares 25,691 $673K 0.01% +1,690 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 14,117 shares; 2025Q1: 14,185 shares; 2025Q2: 12,835 shares; 2025Q3: 12,846 shares; 2025Q4: 14,207 shares 14,207 $673K 0.01% +1,361 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,636 shares; 2024Q4: 14,636 shares; 2025Q1: 14,636 shares; 2025Q2: 14,636 shares; 2025Q3: 14,636 shares; 2025Q4: 14,636 shares 14,636 $671K 0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,728 shares; 2025Q1: 11,728 shares; 2025Q2: 11,728 shares; 2025Q3: 11,728 shares; 2025Q4: 11,068 shares 11,068 $670K 0.01% -660 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,659 shares; 2024Q4: 24,591 shares; 2025Q1: 17,140 shares; 2025Q2: 32,125 shares; 2025Q3: 33,024 shares; 2025Q4: 27,395 shares 27,395 $668K 0.01% -5,629 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,158 shares; 2024Q4: 17,120 shares; 2025Q1: 13,400 shares; 2025Q2: 12,193 shares; 2025Q3: 13,343 shares; 2025Q4: 13,263 shares 13,263 $666K 0.01% -80 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,694 shares 18,694 $666K 0.01% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,125 shares; 2024Q4: 22,491 shares; 2025Q1: 23,554 shares; 2025Q2: 25,863 shares; 2025Q3: 25,656 shares; 2025Q4: 21,822 shares 21,822 $665K 0.01% -3,834 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 3,321 shares; 2025Q4: 2,244 shares 2,244 $663K 0.01% -1,077 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,513 shares; 2024Q4: 24,223 shares; 2025Q1: 21,690 shares; 2025Q2: 19,395 shares; 2025Q3: 19,336 shares; 2025Q4: 16,400 shares 16,400 $663K 0.01% -2,936 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: 6,327 shares; 2024Q4: 6,320 shares; 2025Q1: 7,134 shares; 2025Q2: 6,668 shares; 2025Q3: 6,661 shares; 2025Q4: 6,362 shares 6,362 $662K 0.01% -299 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,130 shares; 2025Q1: 5,629 shares; 2025Q2: 4,965 shares; 2025Q3: 4,889 shares; 2025Q4: 4,704 shares 4,704 $658K 0.01% -185 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 3,260 shares; 2025Q1: 3,270 shares; 2025Q2: 3,306 shares; 2025Q3: 7,806 shares; 2025Q4: 5,220 shares 5,220 $657K 0.01% -2,586 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 6,769 shares; 2025Q1: 4,890 shares; 2025Q2: 4,581 shares; 2025Q3: 4,048 shares; 2025Q4: 4,050 shares 4,050 $656K 0.01% +2 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,857 shares; 2025Q4: 8,858 shares 8,858 $655K 0.01% +1,001 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 5,588 shares; 2025Q1: 5,771 shares; 2025Q2: 5,583 shares; 2025Q3: 5,579 shares; 2025Q4: 7,132 shares 7,132 $655K 0.01% +1,553 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 4,489 shares; 2025Q1: 4,653 shares; 2025Q2: 4,159 shares; 2025Q3: 3,860 shares; 2025Q4: 3,767 shares 3,767 $653K 0.01% -93 Timeline EIPX 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: 24,656 shares 24,656 $652K 0.01% new Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,080 shares; 2025Q1: 57,732 shares; 2025Q2: 61,328 shares; 2025Q3: 60,147 shares; 2025Q4: 59,025 shares 59,025 $650K 0.01% -1,122 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: not reported; 2024Q4: not reported; 2025Q1: 24,569 shares; 2025Q2: 42,623 shares; 2025Q3: 41,375 shares; 2025Q4: 37,039 shares 37,039 $648K 0.01% -4,336 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 15,119 shares; 2025Q1: 12,269 shares; 2025Q2: 10,462 shares; 2025Q3: 7,261 shares; 2025Q4: 7,440 shares 7,440 $648K 0.01% +179 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,949 shares; 2024Q4: 35,427 shares; 2025Q1: 34,309 shares; 2025Q2: 33,106 shares; 2025Q3: 12,622 shares; 2025Q4: 12,404 shares 12,404 $642K 0.01% -218 Timeline IJAN 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: 12,749 shares; 2024Q4: 12,749 shares; 2025Q1: 12,749 shares; 2025Q2: 12,749 shares; 2025Q3: 11,749 shares; 2025Q4: 17,749 shares 17,749 $642K 0.01% +6,000 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 2,712 shares; 2025Q3: 2,905 shares; 2025Q4: 2,811 shares 2,811 $641K 0.01% -94 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: 26,100 shares; 2024Q4: 37,616 shares; 2025Q1: 24,577 shares; 2025Q2: 24,241 shares; 2025Q3: 21,994 shares; 2025Q4: 21,196 shares 21,196 $640K 0.01% -798 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,458 shares; 2024Q4: 15,070 shares; 2025Q1: 12,990 shares; 2025Q2: 12,990 shares; 2025Q3: 12,857 shares; 2025Q4: 19,302 shares 19,302 $637K 0.01% +6,445 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,333 shares; 2025Q1: 7,495 shares; 2025Q2: 7,551 shares; 2025Q3: 8,157 shares; 2025Q4: 7,631 shares 7,631 $637K 0.01% -526 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 881 shares; 2025Q1: 1,164 shares; 2025Q2: 1,246 shares; 2025Q3: 1,241 shares; 2025Q4: 1,049 shares 1,049 $635K 0.01% -192 Timeline FVD 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: 61,285 shares; 2024Q4: 72,566 shares; 2025Q1: 11,894 shares; 2025Q2: 9,153 shares; 2025Q3: 9,153 shares; 2025Q4: 13,716 shares 13,716 $632K 0.01% +4,563 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,975 shares; 2024Q4: 7,569 shares; 2025Q1: 7,690 shares; 2025Q2: 10,982 shares; 2025Q3: 11,216 shares; 2025Q4: 7,353 shares 7,353 $631K 0.01% -3,863 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,244 shares; 2025Q1: 7,054 shares; 2025Q2: 7,039 shares; 2025Q3: 6,983 shares; 2025Q4: 6,916 shares 6,916 $630K 0.01% -67 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,765 shares; 2025Q2: 4,135 shares; 2025Q3: 3,678 shares; 2025Q4: 3,287 shares 3,287 $629K 0.01% -391 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,088 shares; 2025Q1: 2,376 shares; 2025Q2: 3,316 shares; 2025Q3: 3,198 shares; 2025Q4: 2,860 shares 2,860 $627K 0.01% -338 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,345 shares; 2025Q1: 14,761 shares; 2025Q2: 12,673 shares; 2025Q3: 12,673 shares; 2025Q4: 8,777 shares 8,777 $623K 0.01% -3,896 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: 2,204 shares; 2025Q2: 2,210 shares; 2025Q3: 2,192 shares; 2025Q4: 2,182 shares 2,182 $622K 0.01% -10 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,397 shares; 2024Q4: 10,197 shares; 2025Q1: 10,486 shares; 2025Q2: 10,425 shares; 2025Q3: 10,412 shares; 2025Q4: 10,148 shares 10,148 $622K 0.01% -264 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,292 shares; 2025Q4: 1,166 shares 1,166 $621K 0.01% -1,126 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: 13,330 shares; 2024Q4: 13,331 shares; 2025Q1: 13,530 shares; 2025Q2: 13,353 shares; 2025Q3: 13,649 shares; 2025Q4: 11,974 shares 11,974 $621K 0.01% -1,675 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 6,143 shares; 2025Q1: 5,906 shares; 2025Q2: 5,902 shares; 2025Q3: 5,203 shares; 2025Q4: 5,199 shares 5,199 $617K 0.01% -4 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,130 shares; 2025Q1: 17,096 shares; 2025Q2: 17,151 shares; 2025Q3: 17,025 shares; 2025Q4: 16,954 shares 16,954 $615K 0.01% -71 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,971 shares; 2024Q4: 41,568 shares; 2025Q1: 47,506 shares; 2025Q2: 30,277 shares; 2025Q3: 36,124 shares; 2025Q4: 35,322 shares 35,322 $613K 0.01% -802 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,140 shares; 2024Q4: 36,499 shares; 2025Q1: 32,940 shares; 2025Q2: 32,837 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares 12,485 $612K 0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,605 shares; 2025Q3: 14,082 shares; 2025Q4: 7,459 shares 7,459 $611K 0.01% -6,623 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,555 shares; 2025Q1: 3,932 shares; 2025Q2: 3,878 shares; 2025Q3: 3,815 shares; 2025Q4: 3,595 shares 3,595 $611K 0.01% -220 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,531 shares; 2025Q1: 25,312 shares; 2025Q2: 21,021 shares; 2025Q3: 20,571 shares; 2025Q4: 17,004 shares 17,004 $609K 0.01% -3,567 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,466 shares; 2024Q4: 27,496 shares; 2025Q1: 20,638 shares; 2025Q2: 6,499 shares; 2025Q3: 6,677 shares; 2025Q4: 6,533 shares 6,533 $608K 0.01% -144 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,615 shares; 2024Q4: 22,117 shares; 2025Q1: 24,198 shares; 2025Q2: 24,194 shares; 2025Q3: 23,982 shares; 2025Q4: 23,966 shares 23,966 $606K 0.01% -16 Timeline JPEF 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: 5,989 shares; 2024Q4: 8,890 shares; 2025Q1: 7,699 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares; 2025Q4: 8,093 shares 8,093 $604K 0.01% +85 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 3,175 shares; 2025Q1: 3,434 shares; 2025Q2: 3,446 shares; 2025Q3: 3,359 shares; 2025Q4: 2,991 shares 2,991 $603K 0.01% -368 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,583 shares 7,583 $602K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,829 shares; 2024Q4: 15,240 shares; 2025Q1: 7,653 shares; 2025Q2: 7,861 shares; 2025Q3: 6,606 shares; 2025Q4: 7,593 shares 7,593 $600K 0.01% +987 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 1,970 shares; 2025Q1: not reported; 2025Q2: 4,381 shares; 2025Q3: 4,376 shares; 2025Q4: 4,420 shares 4,420 $600K 0.01% +44 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,882 shares; 2025Q1: 5,684 shares; 2025Q2: 5,627 shares; 2025Q3: 5,627 shares; 2025Q4: 5,045 shares 5,045 $599K 0.01% -582 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904 shares; 2024Q4: 6,884 shares; 2025Q1: 7,533 shares; 2025Q2: 7,184 shares; 2025Q3: 7,766 shares; 2025Q4: 7,090 shares 7,090 $597K 0.01% -676 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,225 shares; 2024Q4: 106,807 shares; 2025Q1: 115,384 shares; 2025Q2: 45,580 shares; 2025Q3: 24,519 shares; 2025Q4: 24,519 shares 24,519 $592K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,896 shares; 2025Q1: 1,878 shares; 2025Q2: 1,809 shares; 2025Q3: 2,011 shares; 2025Q4: 1,892 shares 1,892 $591K 0.01% -119 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,493 shares; 2025Q1: 61,954 shares; 2025Q2: 64,668 shares; 2025Q3: 64,650 shares; 2025Q4: 64,095 shares 64,095 $591K 0.01% -555 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 8,872 shares; 2025Q1: 5,973 shares; 2025Q2: 6,189 shares; 2025Q3: 6,189 shares; 2025Q4: 6,050 shares 6,050 $586K 0.01% -139 Timeline FCVT 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: 7,643 shares; 2025Q1: 15,455 shares; 2025Q2: 14,770 shares; 2025Q3: 14,549 shares; 2025Q4: 13,570 shares 13,570 $584K 0.01% -979 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 38,844 shares; 2025Q1: 40,307 shares; 2025Q2: 40,538 shares; 2025Q3: 40,371 shares; 2025Q4: 40,355 shares 40,355 $580K 0.01% -16 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,361 shares; 2024Q4: 19,509 shares; 2025Q1: 10,138 shares; 2025Q2: 7,078 shares; 2025Q3: 7,500 shares; 2025Q4: 7,557 shares 7,557 $579K 0.01% +57 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,725 shares; 2025Q1: 2,663 shares; 2025Q2: 2,115 shares; 2025Q3: 2,161 shares; 2025Q4: 2,740 shares 2,740 $579K 0.01% +579 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 2,756 shares; 2025Q1: 4,238 shares; 2025Q2: 5,017 shares; 2025Q3: 4,941 shares; 2025Q4: 4,691 shares 4,691 $577K 0.01% -250 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,686 shares; 2024Q4: 12,346 shares; 2025Q1: 14,018 shares; 2025Q2: 14,039 shares; 2025Q3: 14,039 shares; 2025Q4: 9,487 shares 9,487 $573K 0.01% -4,552 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,582 shares; 2024Q4: 16,501 shares; 2025Q1: 15,819 shares; 2025Q2: 8,181 shares; 2025Q3: 7,648 shares; 2025Q4: 7,395 shares 7,395 $572K 0.01% -253 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,485 shares; 2025Q1: 2,937 shares; 2025Q2: 2,477 shares; 2025Q3: 1,971 shares; 2025Q4: 2,094 shares 2,094 $572K 0.01% +123 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 18,978 shares; 2025Q1: 23,206 shares; 2025Q2: 24,058 shares; 2025Q3: 24,058 shares; 2025Q4: 24,058 shares 24,058 $569K 0.01% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,089 shares; 2025Q1: 3,978 shares; 2025Q2: 3,978 shares; 2025Q3: 3,978 shares; 2025Q4: 3,978 shares 3,978 $565K 0.01% 0 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,974 shares; 2025Q1: 9,253 shares; 2025Q2: 9,255 shares; 2025Q3: 9,124 shares; 2025Q4: 9,017 shares 9,017 $565K 0.01% -107 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 8,734 shares; 2025Q1: 8,712 shares; 2025Q2: 7,697 shares; 2025Q3: 5,622 shares; 2025Q4: 5,481 shares 5,481 $563K 0.01% -141 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,081 shares; 2024Q4: 12,108 shares; 2025Q1: 11,772 shares; 2025Q2: 11,772 shares; 2025Q3: 10,551 shares; 2025Q4: 9,397 shares 9,397 $563K 0.01% -1,154 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 2,605 shares; 2025Q1: 4,641 shares; 2025Q2: 5,565 shares; 2025Q3: 5,163 shares; 2025Q4: 5,031 shares 5,031 $563K 0.01% -132 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,450 shares; 2025Q1: 3,042 shares; 2025Q2: 3,157 shares; 2025Q3: 3,067 shares; 2025Q4: 3,241 shares 3,241 $562K 0.01% +174 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 12,067 shares; 2025Q1: 12,360 shares; 2025Q2: 12,215 shares; 2025Q3: 11,924 shares; 2025Q4: 12,032 shares 12,032 $562K 0.01% +108 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,896 shares; 2025Q1: 2,407 shares; 2025Q2: 3,183 shares; 2025Q3: 3,016 shares; 2025Q4: 3,276 shares 3,276 $561K 0.01% +260 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,286 shares; 2025Q1: 9,835 shares; 2025Q2: 9,331 shares; 2025Q3: 9,148 shares; 2025Q4: 7,617 shares 7,617 $560K 0.01% -1,531 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS 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: 31,268 shares; 2025Q3: 31,152 shares; 2025Q4: 30,646 shares 30,646 $559K 0.01% -506 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: 2,351 shares; 2024Q4: 2,197 shares; 2025Q1: 1,044 shares; 2025Q2: 1,023 shares; 2025Q3: 976 shares; 2025Q4: 963 shares 963 $553K 0.01% -13 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: 25,344 shares; 2024Q4: 25,689 shares; 2025Q1: 25,464 shares; 2025Q2: 22,470 shares; 2025Q3: 22,470 shares; 2025Q4: 26,514 shares 26,514 $552K 0.01% +4,044 Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,834 shares; 2024Q4: 120,834 shares; 2025Q1: 120,834 shares; 2025Q2: 120,834 shares; 2025Q3: 107,077 shares; 2025Q4: 107,077 shares 107,077 $551K 0.01% 0 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: 26,724 shares; 2024Q4: 28,584 shares; 2025Q1: 43,042 shares; 2025Q2: 42,433 shares; 2025Q3: 38,468 shares; 2025Q4: 8,208 shares 8,208 $551K 0.01% -30,260 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: 4,128 shares; 2024Q4: 4,215 shares; 2025Q1: 4,223 shares; 2025Q2: 4,727 shares; 2025Q3: 4,236 shares; 2025Q4: 3,881 shares 3,881 $550K 0.01% -355 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 17,230 shares; 2025Q1: 17,230 shares; 2025Q2: 13,723 shares; 2025Q3: 13,723 shares; 2025Q4: 13,723 shares 13,723 $549K 0.01% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,995 shares; 2025Q2: 7,978 shares; 2025Q3: 11,454 shares; 2025Q4: 11,234 shares 11,234 $547K 0.01% -220 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,646 shares; 2025Q3: 17,282 shares; 2025Q4: 12,433 shares 12,433 $541K 0.01% -4,849 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: 1,879 shares; 2024Q4: 1,891 shares; 2025Q1: 2,194 shares; 2025Q2: 2,448 shares; 2025Q3: 2,408 shares; 2025Q4: 2,253 shares 2,253 $540K 0.01% -155 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,244 shares; 2024Q4: 84,044 shares; 2025Q1: 78,585 shares; 2025Q2: 174,955 shares; 2025Q3: 20,094 shares; 2025Q4: 19,095 shares 19,095 $538K 0.01% -999 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,963 shares; 2025Q1: 3,864 shares; 2025Q2: 4,744 shares; 2025Q3: 4,702 shares; 2025Q4: 3,381 shares 3,381 $538K 0.01% -1,321 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares 4,326 $533K 0.01% new 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: 31,540 shares; 2024Q4: 31,901 shares; 2025Q1: 2,810 shares; 2025Q2: 2,848 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares 2,624 $533K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,484 shares; 2024Q4: 15,487 shares; 2025Q1: 17,945 shares; 2025Q2: 17,253 shares; 2025Q3: 17,160 shares; 2025Q4: 17,437 shares 17,437 $533K 0.01% +277 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: 3,969 shares; 2024Q4: 4,021 shares; 2025Q1: 3,738 shares; 2025Q2: 3,717 shares; 2025Q3: 4,449 shares; 2025Q4: 4,076 shares 4,076 $532K 0.01% -373 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 2,537 shares; 2025Q4: 2,267 shares 2,267 $530K 0.01% -270 Timeline AIRR 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: 2,725 shares; 2025Q1: 5,088 shares; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 5,370 shares 5,370 $528K 0.01% +3,230 Timeline VTEI 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: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 5,180 shares; 2025Q4: 5,234 shares 5,234 $528K 0.01% +54 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,640 shares; 2025Q4: 6,702 shares 6,702 $527K 0.01% +1,062 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: 1,979 shares; 2024Q4: 1,971 shares; 2025Q1: 2,221 shares; 2025Q2: 2,393 shares; 2025Q3: 2,361 shares; 2025Q4: 2,183 shares 2,183 $525K 0.01% -178 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 830 shares; 2025Q1: 393 shares; 2025Q2: 409 shares; 2025Q3: 962 shares; 2025Q4: 520 shares 520 $525K 0.01% -442 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: 3,847 shares; 2024Q4: 3,543 shares; 2025Q1: 3,782 shares; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,700 shares 3,700 $523K 0.01% +665 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 3,840 shares; 2025Q1: 3,918 shares; 2025Q2: 3,895 shares; 2025Q3: 3,940 shares; 2025Q4: 4,052 shares 4,052 $523K 0.01% +112 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 5,890 shares; 2025Q1: 4,434 shares; 2025Q2: 4,217 shares; 2025Q3: 4,103 shares; 2025Q4: 8,140 shares 8,140 $521K 0.01% +4,037 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: 13,862 shares; 2024Q4: 12,958 shares; 2025Q1: 12,171 shares; 2025Q2: 9,852 shares; 2025Q3: 8,280 shares; 2025Q4: 8,924 shares 8,924 $521K 0.01% +644 Timeline GTO 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: 21,972 shares; 2024Q4: 9,678 shares; 2025Q1: 10,881 shares; 2025Q2: 10,881 shares; 2025Q3: 10,972 shares; 2025Q4: 10,942 shares 10,942 $519K 0.01% -30 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: 2,053 shares; 2024Q4: 2,510 shares; 2025Q1: 1,277 shares; 2025Q2: 1,334 shares; 2025Q3: 1,327 shares; 2025Q4: 912 shares 912 $518K 0.01% -415 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 2,974 shares; 2025Q1: 3,241 shares; 2025Q2: 3,251 shares; 2025Q3: 3,172 shares; 2025Q4: 2,318 shares 2,318 $517K 0.01% -854 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,757 shares; 2024Q4: 11,018 shares; 2025Q1: 11,142 shares; 2025Q2: 10,903 shares; 2025Q3: 9,503 shares; 2025Q4: 8,431 shares 8,431 $517K 0.01% -1,072 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,974 shares; 2025Q2: 1,575 shares; 2025Q3: 1,922 shares; 2025Q4: 2,280 shares 2,280 $516K 0.01% +358 Timeline NOBL 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: 5,694 shares; 2024Q4: 5,714 shares; 2025Q1: 5,569 shares; 2025Q2: 4,762 shares; 2025Q3: 4,779 shares; 2025Q4: 4,949 shares 4,949 $515K 0.01% +170 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,818 shares; 2025Q2: 15,054 shares; 2025Q3: 14,669 shares; 2025Q4: 7,526 shares 7,526 $514K 0.01% -7,143 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 10,574 shares; 2025Q1: 9,851 shares; 2025Q2: 10,146 shares; 2025Q3: 10,354 shares; 2025Q4: 8,593 shares 8,593 $513K 0.01% -1,761 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,259 shares; 2025Q1: 4,203 shares; 2025Q2: 4,177 shares; 2025Q3: 4,000 shares; 2025Q4: 3,960 shares 3,960 $511K 0.01% -40 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,239 shares; 2025Q1: 1,930 shares; 2025Q2: 1,956 shares; 2025Q3: 2,182 shares; 2025Q4: 2,108 shares 2,108 $508K <0.01% -74 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 3,107 shares; 2025Q1: 3,237 shares; 2025Q2: 4,865 shares; 2025Q3: 4,607 shares; 2025Q4: 4,454 shares 4,454 $507K <0.01% -153 Timeline AGGY 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: 40,173 shares; 2024Q4: 31,139 shares; 2025Q1: 13,028 shares; 2025Q2: 12,549 shares; 2025Q3: 11,957 shares; 2025Q4: 11,501 shares 11,501 $507K <0.01% -456 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,903 shares; 2025Q1: 28,591 shares; 2025Q2: 28,582 shares; 2025Q3: 28,302 shares; 2025Q4: 27,994 shares 27,994 $505K <0.01% -308 Timeline SPEM 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: 44,932 shares; 2024Q4: 28,010 shares; 2025Q1: 11,872 shares; 2025Q2: 12,441 shares; 2025Q3: 10,155 shares; 2025Q4: 10,770 shares 10,770 $504K <0.01% +615 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: 2,485 shares; 2024Q4: 2,411 shares; 2025Q1: 2,258 shares; 2025Q2: 2,382 shares; 2025Q3: 2,089 shares; 2025Q4: 1,776 shares 1,776 $503K <0.01% -313 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,516 shares; 2024Q4: 8,454 shares; 2025Q1: 10,415 shares; 2025Q2: 9,753 shares; 2025Q3: 14,115 shares; 2025Q4: 13,139 shares 13,139 $503K <0.01% -976 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,926 shares; 2025Q1: 6,612 shares; 2025Q2: 6,450 shares; 2025Q3: 6,035 shares; 2025Q4: 6,267 shares 6,267 $502K <0.01% +232 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: 1,841 shares; 2024Q4: 1,858 shares; 2025Q1: 1,576 shares; 2025Q2: 1,541 shares; 2025Q3: 1,542 shares; 2025Q4: 1,676 shares 1,676 $500K <0.01% +134 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: 5,466 shares; 2024Q4: 6,959 shares; 2025Q1: 6,663 shares; 2025Q2: 6,668 shares; 2025Q3: 6,672 shares; 2025Q4: 6,677 shares 6,677 $500K <0.01% +5 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 424 shares; 2025Q1: 432 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares 412 $499K <0.01% 0 ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,021 shares; 2025Q1: 1,246 shares; 2025Q2: 1,120 shares; 2025Q3: 1,243 shares; 2025Q4: 1,121 shares 1,121 $499K <0.01% -122 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: 3,551 shares; 2025Q1: 16,132 shares; 2025Q2: 16,132 shares; 2025Q3: 16,132 shares; 2025Q4: 20,170 shares 20,170 $499K <0.01% +4,038 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 563 shares; 2025Q1: 744 shares; 2025Q2: 773 shares; 2025Q3: 686 shares; 2025Q4: 737 shares 737 $499K <0.01% +51 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,691 shares; 2025Q1: 12,738 shares; 2025Q2: 12,476 shares; 2025Q3: 12,288 shares; 2025Q4: 12,224 shares 12,224 $498K <0.01% -64 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: 1,162 shares; 2024Q4: 1,051 shares; 2025Q1: 1,165 shares; 2025Q2: 1,128 shares; 2025Q3: 961 shares; 2025Q4: 900 shares 900 $496K <0.01% -61 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 5,022 shares; 2025Q1: 4,924 shares; 2025Q2: 4,714 shares; 2025Q3: 5,095 shares; 2025Q4: 4,956 shares 4,956 $494K <0.01% -139 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: 2,013 shares; 2024Q4: 2,535 shares; 2025Q1: 3,338 shares; 2025Q2: 3,756 shares; 2025Q3: 3,727 shares; 2025Q4: 3,627 shares 3,627 $493K <0.01% -100 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 9,120 shares; 2025Q1: 9,049 shares; 2025Q2: 6,091 shares; 2025Q3: 6,426 shares; 2025Q4: 5,391 shares 5,391 $493K <0.01% -1,035 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,234 shares; 2025Q3: 5,930 shares; 2025Q4: 5,858 shares 5,858 $490K <0.01% -72 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,078 shares; 2025Q1: 1,425 shares; 2025Q2: 1,519 shares; 2025Q3: 1,293 shares; 2025Q4: 1,279 shares 1,279 $490K <0.01% -14 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 2,737 shares; 2025Q4: 9,285 shares 9,285 $490K <0.01% +6,548 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,414 shares; 2024Q4: 61,069 shares; 2025Q1: 67,388 shares; 2025Q2: 78,722 shares; 2025Q3: 76,385 shares; 2025Q4: 76,308 shares 76,308 $485K <0.01% -77 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: 11,318 shares; 2024Q4: 10,512 shares; 2025Q1: 10,495 shares; 2025Q2: 10,542 shares; 2025Q3: 11,623 shares; 2025Q4: 10,887 shares 10,887 $485K <0.01% -736 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,673 shares 16,673 $484K <0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,034 shares; 2024Q4: 13,949 shares; 2025Q1: 12,916 shares; 2025Q2: 12,302 shares; 2025Q3: 12,620 shares; 2025Q4: 13,183 shares 13,183 $483K <0.01% +563 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,549 shares; 2024Q4: 31,409 shares; 2025Q1: 31,583 shares; 2025Q2: 26,509 shares; 2025Q3: 17,186 shares; 2025Q4: 14,258 shares 14,258 $483K <0.01% -2,928 Timeline TFI 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: 12,255 shares; 2024Q4: 12,702 shares; 2025Q1: 12,231 shares; 2025Q2: 9,014 shares; 2025Q3: 10,602 shares; 2025Q4: 10,545 shares 10,545 $482K <0.01% -57 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,542 shares 5,542 $482K <0.01% new Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,111 shares; 2024Q4: 18,859 shares; 2025Q1: 18,179 shares; 2025Q2: 20,304 shares; 2025Q3: 18,605 shares; 2025Q4: 18,537 shares 18,537 $481K <0.01% -68 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,001 shares 21,001 $480K <0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,112 shares; 2025Q1: 2,925 shares; 2025Q2: 2,198 shares; 2025Q3: 2,188 shares; 2025Q4: 2,266 shares 2,266 $480K <0.01% +78 Timeline SPLV 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: 8,606 shares; 2024Q4: 8,076 shares; 2025Q1: 7,338 shares; 2025Q2: 6,696 shares; 2025Q3: 6,707 shares; 2025Q4: 6,713 shares 6,713 $479K <0.01% +6 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,033 shares; 2024Q4: 35,108 shares; 2025Q1: 36,262 shares; 2025Q2: 35,228 shares; 2025Q3: 34,636 shares; 2025Q4: 34,261 shares 34,261 $479K <0.01% -375 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,255 shares; 2025Q1: 3,723 shares; 2025Q2: 2,540 shares; 2025Q3: 2,568 shares; 2025Q4: 3,007 shares 3,007 $479K <0.01% +439 Timeline KJUN 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: 11,120 shares; 2025Q2: 11,120 shares; 2025Q3: 17,120 shares; 2025Q4: 17,120 shares 17,120 $478K <0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,218 shares; 2024Q4: 19,218 shares; 2025Q1: 19,218 shares; 2025Q2: 19,218 shares; 2025Q3: 19,218 shares; 2025Q4: 20,283 shares 20,283 $477K <0.01% +1,065 Timeline BBAX 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: 19,237 shares; 2024Q4: 12,593 shares; 2025Q1: not reported; 2025Q2: 24,815 shares; 2025Q3: 7,870 shares; 2025Q4: 8,457 shares 8,457 $476K <0.01% +587 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: 6,646 shares; 2024Q4: 5,835 shares; 2025Q1: 6,471 shares; 2025Q2: 6,674 shares; 2025Q3: 5,471 shares; 2025Q4: 4,990 shares 4,990 $476K <0.01% -481 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: 2,153 shares; 2025Q4: 3,555 shares 3,555 $472K <0.01% +1,402 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: 22,672 shares; 2024Q4: 23,731 shares; 2025Q1: 22,989 shares; 2025Q2: 21,977 shares; 2025Q3: 20,727 shares; 2025Q4: 16,735 shares 16,735 $469K <0.01% -3,992 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,250 shares 3,250 $466K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,197 shares; 2025Q1: 4,809 shares; 2025Q2: 4,869 shares; 2025Q3: 4,730 shares; 2025Q4: 4,765 shares 4,765 $466K <0.01% +35 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: 8,231 shares; 2024Q4: 9,618 shares; 2025Q1: 12,633 shares; 2025Q2: 13,648 shares; 2025Q3: 13,169 shares; 2025Q4: 13,300 shares 13,300 $466K <0.01% +131 Timeline EMDM 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: 14,850 shares 14,850 $465K <0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 3,880 shares; 2025Q1: 3,971 shares; 2025Q2: 3,949 shares; 2025Q3: 3,974 shares; 2025Q4: 3,951 shares 3,951 $464K <0.01% -23 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: 8,736 shares; 2024Q4: 8,944 shares; 2025Q1: 4,723 shares; 2025Q2: 5,764 shares; 2025Q3: 5,643 shares; 2025Q4: 5,587 shares 5,587 $464K <0.01% -56 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,580 shares; 2025Q1: 6,394 shares; 2025Q2: 6,782 shares; 2025Q3: 6,327 shares; 2025Q4: 7,260 shares 7,260 $463K <0.01% +933 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,960 shares; 2025Q2: 1,972 shares; 2025Q3: 1,966 shares; 2025Q4: 1,972 shares 1,972 $462K <0.01% +6 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 4,801 shares; 2025Q1: 4,207 shares; 2025Q2: 3,577 shares; 2025Q3: 3,568 shares; 2025Q4: 3,581 shares 3,581 $461K <0.01% +13 Timeline PRSU PURSUIT ATTRACTIONS AND HOSP More: the full row for PURSUIT ATTRACTIONS AND HOSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,015 shares; 2024Q4: 13,517 shares; 2025Q1: 13,997 shares; 2025Q2: 13,988 shares; 2025Q3: 13,917 shares; 2025Q4: 13,695 shares 13,695 $461K <0.01% -222 Timeline BFEB 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: 9,559 shares; 2024Q4: 9,559 shares; 2025Q1: 9,559 shares; 2025Q2: 9,559 shares; 2025Q3: 9,559 shares; 2025Q4: 9,459 shares 9,459 $460K <0.01% -100 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: 3,476 shares; 2024Q4: 3,297 shares; 2025Q1: 3,557 shares; 2025Q2: not reported; 2025Q3: 7,673 shares; 2025Q4: 7,250 shares 7,250 $460K <0.01% -423 Timeline AIVL 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $460K <0.01% 0 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: 5,986 shares; 2024Q4: 5,699 shares; 2025Q1: 5,432 shares; 2025Q2: 6,208 shares; 2025Q3: 5,794 shares; 2025Q4: 5,494 shares 5,494 $456K <0.01% -300 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 1,923 shares; 2025Q3: 2,817 shares; 2025Q4: 2,171 shares 2,171 $455K <0.01% -646 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,097 shares; 2025Q1: 7,368 shares; 2025Q2: 6,632 shares; 2025Q3: 6,743 shares; 2025Q4: 6,008 shares 6,008 $454K <0.01% -735 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,540 shares; 2024Q4: 7,166 shares; 2025Q1: 7,698 shares; 2025Q2: 8,038 shares; 2025Q3: 7,912 shares; 2025Q4: 12,613 shares 12,613 $454K <0.01% +4,701 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: 11,728 shares; 2024Q4: 10,804 shares; 2025Q1: 8,804 shares; 2025Q2: 7,952 shares; 2025Q3: 7,981 shares; 2025Q4: 7,952 shares 7,952 $454K <0.01% -29 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,299 shares; 2025Q1: 4,384 shares; 2025Q2: 4,380 shares; 2025Q3: 4,317 shares; 2025Q4: 3,930 shares 3,930 $453K <0.01% -387 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,903 shares 10,903 $453K <0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,678 shares; 2024Q4: 11,201 shares; 2025Q1: 9,505 shares; 2025Q2: 10,585 shares; 2025Q3: 11,011 shares; 2025Q4: 10,009 shares 10,009 $453K <0.01% -1,002 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,279 shares; 2024Q4: 11,512 shares; 2025Q1: 12,276 shares; 2025Q2: 12,015 shares; 2025Q3: 11,647 shares; 2025Q4: 10,814 shares 10,814 $452K <0.01% -833 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,001 shares; 2025Q2: 3,084 shares; 2025Q3: 3,083 shares; 2025Q4: 3,125 shares 3,125 $444K <0.01% +42 Timeline