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: 95,554 shares; 2024Q4: 102,657 shares; 2025Q1: not reported; 2025Q2: 85,970 shares; 2025Q3: 65,187 shares; 2025Q4: 45,335 shares 45,335 $2.31M 0.02% -19,852 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: 14,171 shares; 2024Q4: 18,584 shares; 2025Q1: 18,748 shares; 2025Q2: 19,136 shares; 2025Q3: 18,948 shares; 2025Q4: 18,426 shares 18,426 $2.31M 0.02% -522 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 19,961 shares; 2025Q1: 13,780 shares; 2025Q2: 11,676 shares; 2025Q3: 11,773 shares; 2025Q4: 11,815 shares 11,815 $2.31M 0.02% +42 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,933 shares; 2024Q4: 20,943 shares; 2025Q1: 19,770 shares; 2025Q2: 18,800 shares; 2025Q3: 22,011 shares; 2025Q4: 17,235 shares 17,235 $2.29M 0.02% -4,776 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: 7,668 shares; 2024Q4: 9,167 shares; 2025Q1: 10,017 shares; 2025Q2: not reported; 2025Q3: 10,830 shares; 2025Q4: 10,090 shares 10,090 $2.29M 0.02% -740 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 43,264 shares; 2025Q1: 58,082 shares; 2025Q2: 51,632 shares; 2025Q3: 41,185 shares; 2025Q4: 44,903 shares 44,903 $2.28M 0.02% +3,718 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: 7,975 shares; 2024Q4: 16,160 shares; 2025Q1: 18,815 shares; 2025Q2: 19,619 shares; 2025Q3: 16,597 shares; 2025Q4: 16,765 shares 16,765 $2.28M 0.02% +168 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 19,798 shares; 2025Q1: 31,543 shares; 2025Q2: 36,295 shares; 2025Q3: 37,150 shares; 2025Q4: 50,956 shares 50,956 $2.26M 0.02% +13,806 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: 5,740 shares; 2024Q4: 6,547 shares; 2025Q1: 11,409 shares; 2025Q2: 11,857 shares; 2025Q3: 12,135 shares; 2025Q4: 11,170 shares 11,170 $2.25M 0.02% -965 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: 17,984 shares; 2024Q4: 18,470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,392 shares; 2025Q4: 29,279 shares 29,279 $2.25M 0.02% +8,887 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: 3,485 shares; 2024Q4: 3,847 shares; 2025Q1: 3,991 shares; 2025Q2: 10,233 shares; 2025Q3: 14,653 shares; 2025Q4: 14,078 shares 14,078 $2.24M 0.02% -575 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 7,681 shares; 2025Q1: not reported; 2025Q2: 7,538 shares; 2025Q3: 68,334 shares; 2025Q4: 68,334 shares 68,334 $2.22M 0.02% 0 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: 8,617 shares; 2024Q4: 8,718 shares; 2025Q1: 8,484 shares; 2025Q2: not reported; 2025Q3: 11,226 shares; 2025Q4: 15,733 shares 15,733 $2.22M 0.02% +4,507 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: 48,177 shares; 2024Q4: 43,838 shares; 2025Q1: 34,705 shares; 2025Q2: 33,383 shares; 2025Q3: 100,660 shares; 2025Q4: 29,565 shares 29,565 $2.22M 0.02% -71,095 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,180 shares; 2025Q2: 5,980 shares; 2025Q3: 53,604 shares; 2025Q4: 53,604 shares 53,604 $2.21M 0.02% 0 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,092 shares; 2025Q1: 32,076 shares; 2025Q2: 47,674 shares; 2025Q3: 63,582 shares; 2025Q4: 74,579 shares 74,579 $2.21M 0.02% +10,997 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 9,212 shares; 2025Q1: not reported; 2025Q2: 11,759 shares; 2025Q3: 22,407 shares; 2025Q4: 25,234 shares 25,234 $2.21M 0.02% +2,827 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 10,031 shares; 2025Q1: not reported; 2025Q2: 12,929 shares; 2025Q3: 12,085 shares; 2025Q4: 12,652 shares 12,652 $2.2M 0.02% +567 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,433 shares; 2025Q1: 59,542 shares; 2025Q2: 65,398 shares; 2025Q3: 69,703 shares; 2025Q4: 73,666 shares 73,666 $2.2M 0.02% +3,963 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: 15,905 shares; 2024Q4: 15,775 shares; 2025Q1: not reported; 2025Q2: 14,883 shares; 2025Q3: 14,089 shares; 2025Q4: 13,497 shares 13,497 $2.18M 0.02% -592 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 14,831 shares; 2025Q1: 24,276 shares; 2025Q2: 26,435 shares; 2025Q3: 28,205 shares; 2025Q4: 31,400 shares 31,400 $2.18M 0.02% +3,195 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: 23,250 shares; 2024Q4: 22,335 shares; 2025Q1: 23,284 shares; 2025Q2: 14,787 shares; 2025Q3: 14,074 shares; 2025Q4: 12,406 shares 12,406 $2.18M 0.02% -1,668 Timeline IBIK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,579 shares; 2024Q4: 65,103 shares; 2025Q1: not reported; 2025Q2: 53,910 shares; 2025Q3: 78,865 shares; 2025Q4: 84,964 shares 84,964 $2.18M 0.02% +6,099 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: 8,403 shares; 2024Q4: 12,143 shares; 2025Q1: 13,857 shares; 2025Q2: 13,272 shares; 2025Q3: 15,234 shares; 2025Q4: 19,183 shares 19,183 $2.17M 0.02% +3,949 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 4,274 shares; 2025Q1: 4,461 shares; 2025Q2: 4,494 shares; 2025Q3: 4,832 shares; 2025Q4: 4,733 shares 4,733 $2.15M 0.02% -99 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,556 shares; 2024Q4: 69,189 shares; 2025Q1: 76,236 shares; 2025Q2: 81,553 shares; 2025Q3: 78,569 shares; 2025Q4: 79,012 shares 79,012 $2.14M 0.02% +443 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 4,150 shares; 2025Q1: 5,659 shares; 2025Q2: 4,597 shares; 2025Q3: 5,718 shares; 2025Q4: 5,942 shares 5,942 $2.14M 0.02% +224 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: 10,151 shares; 2024Q4: 13,121 shares; 2025Q1: 10,582 shares; 2025Q2: 8,886 shares; 2025Q3: 11,653 shares; 2025Q4: 26,479 shares 26,479 $2.14M 0.02% +14,826 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 9,533 shares; 2025Q1: 9,779 shares; 2025Q2: 9,859 shares; 2025Q3: 10,161 shares; 2025Q4: 9,551 shares 9,551 $2.14M 0.02% -610 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,351 shares; 2025Q1: 1,564 shares; 2025Q2: 2,358 shares; 2025Q3: 2,942 shares; 2025Q4: 3,521 shares 3,521 $2.13M 0.02% +579 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,485 shares 39,485 $2.13M 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 6,307 shares; 2025Q1: 5,477 shares; 2025Q2: 5,445 shares; 2025Q3: 5,418 shares; 2025Q4: 5,462 shares 5,462 $2.12M 0.02% +44 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,011 shares; 2025Q1: 42,006 shares; 2025Q2: 47,847 shares; 2025Q3: 54,311 shares; 2025Q4: 55,397 shares 55,397 $2.12M 0.02% +1,086 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: 26,752 shares; 2024Q4: 29,536 shares; 2025Q1: 29,737 shares; 2025Q2: 25,438 shares; 2025Q3: 26,982 shares; 2025Q4: 25,129 shares 25,129 $2.12M 0.02% -1,853 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,964 shares; 2024Q4: 23,262 shares; 2025Q1: 25,400 shares; 2025Q2: 19,814 shares; 2025Q3: 20,798 shares; 2025Q4: 19,277 shares 19,277 $2.11M 0.02% -1,521 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: 108,340 shares; 2024Q4: 101,965 shares; 2025Q1: 81,858 shares; 2025Q2: 83,474 shares; 2025Q3: 76,119 shares; 2025Q4: 70,559 shares 70,559 $2.11M 0.02% -5,560 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: 48,073 shares; 2024Q4: 58,777 shares; 2025Q1: 59,829 shares; 2025Q2: 37,735 shares; 2025Q3: 32,388 shares; 2025Q4: 24,658 shares 24,658 $2.1M 0.02% -7,730 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,063 shares 32,063 $2.09M 0.02% new Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,348 shares; 2025Q1: 95,516 shares; 2025Q2: 115,377 shares; 2025Q3: 94,592 shares; 2025Q4: 91,659 shares 91,659 $2.09M 0.02% -2,933 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 5,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,354 shares; 2025Q4: 6,430 shares 6,430 $2.08M 0.02% +76 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,190 shares; 2024Q4: 232,282 shares; 2025Q1: 264,991 shares; 2025Q2: 258,797 shares; 2025Q3: 162,191 shares; 2025Q4: 119,278 shares 119,278 $2.06M 0.02% -42,913 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: 4,426 shares; 2024Q4: 4,928 shares; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 4,536 shares; 2025Q4: 3,615 shares 3,615 $2.05M 0.02% -921 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: 39,201 shares; 2024Q4: 40,159 shares; 2025Q1: 40,299 shares; 2025Q2: 42,496 shares; 2025Q3: 41,893 shares; 2025Q4: 42,437 shares 42,437 $2.04M 0.02% +544 Timeline VTIP 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: 26,248 shares; 2024Q4: 28,982 shares; 2025Q1: not reported; 2025Q2: 39,939 shares; 2025Q3: 41,189 shares; 2025Q4: 41,247 shares 41,247 $2.04M 0.02% +58 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,054 shares; 2024Q4: 41,758 shares; 2025Q1: 72,310 shares; 2025Q2: 73,913 shares; 2025Q3: 82,948 shares; 2025Q4: 81,473 shares 81,473 $2.03M 0.02% -1,475 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,570 shares; 2024Q4: 125,360 shares; 2025Q1: not reported; 2025Q2: 89,095 shares; 2025Q3: 149,955 shares; 2025Q4: 87,462 shares 87,462 $2.03M 0.02% -62,493 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 14,899 shares; 2025Q1: 16,705 shares; 2025Q2: 19,166 shares; 2025Q3: 29,188 shares; 2025Q4: 31,782 shares 31,782 $2.02M 0.02% +2,594 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: 16,317 shares; 2024Q4: 18,695 shares; 2025Q1: 19,445 shares; 2025Q2: 19,195 shares; 2025Q3: 15,304 shares; 2025Q4: 14,788 shares 14,788 $2.01M 0.02% -516 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,731 shares; 2024Q4: 30,850 shares; 2025Q1: not reported; 2025Q2: 40,871 shares; 2025Q3: 40,348 shares; 2025Q4: 44,745 shares 44,745 $2M 0.02% +4,397 Timeline QCJL 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: 87,209 shares; 2025Q4: 84,367 shares 84,367 $2M 0.02% -2,842 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 3,498 shares; 2025Q1: 8,339 shares; 2025Q2: 16,305 shares; 2025Q3: 19,049 shares; 2025Q4: 21,352 shares 21,352 $1.99M 0.02% +2,303 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: 4,377 shares; 2024Q4: 6,680 shares; 2025Q1: not reported; 2025Q2: 8,250 shares; 2025Q3: 6,505 shares; 2025Q4: 6,125 shares 6,125 $1.99M 0.02% -380 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: 19,189 shares; 2024Q4: 19,101 shares; 2025Q1: 19,094 shares; 2025Q2: 48,911 shares; 2025Q3: 54,825 shares; 2025Q4: 49,474 shares 49,474 $1.99M 0.02% -5,351 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: 35,462 shares; 2024Q4: 43,030 shares; 2025Q1: not reported; 2025Q2: 39,511 shares; 2025Q3: 34,452 shares; 2025Q4: 41,327 shares 41,327 $1.98M 0.02% +6,875 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,848 shares; 2024Q4: 17,408 shares; 2025Q1: not reported; 2025Q2: 26,416 shares; 2025Q3: 24,468 shares; 2025Q4: 28,410 shares 28,410 $1.98M 0.02% +3,942 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: 1,184 shares; 2024Q4: 1,412 shares; 2025Q1: 1,636 shares; 2025Q2: 1,701 shares; 2025Q3: 1,775 shares; 2025Q4: 1,953 shares 1,953 $1.97M 0.02% +178 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: 18,213 shares; 2024Q4: 28,924 shares; 2025Q1: not reported; 2025Q2: 60,063 shares; 2025Q3: 67,581 shares; 2025Q4: 64,527 shares 64,527 $1.97M 0.02% -3,054 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: 13,471 shares; 2024Q4: 16,048 shares; 2025Q1: 16,577 shares; 2025Q2: not reported; 2025Q3: 17,717 shares; 2025Q4: 7,994 shares 7,994 $1.97M 0.02% -9,723 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 4,724 shares; 2025Q1: 5,503 shares; 2025Q2: 6,051 shares; 2025Q3: 4,706 shares; 2025Q4: 4,227 shares 4,227 $1.97M 0.02% -479 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,068 shares; 2024Q4: 18,465 shares; 2025Q1: 17,368 shares; 2025Q2: 15,566 shares; 2025Q3: 18,665 shares; 2025Q4: 13,396 shares 13,396 $1.96M 0.02% -5,269 Timeline EQWL 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: 12,822 shares; 2024Q4: 14,283 shares; 2025Q1: 15,500 shares; 2025Q2: 15,695 shares; 2025Q3: 16,228 shares; 2025Q4: 16,609 shares 16,609 $1.96M 0.02% +381 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,824 shares; 2024Q4: 25,253 shares; 2025Q1: 23,411 shares; 2025Q2: 23,560 shares; 2025Q3: 23,714 shares; 2025Q4: 23,745 shares 23,745 $1.96M 0.02% +31 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,394 shares; 2024Q4: 82,691 shares; 2025Q1: 82,675 shares; 2025Q2: 95,541 shares; 2025Q3: 106,974 shares; 2025Q4: 105,504 shares 105,504 $1.96M 0.02% -1,470 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: 14,103 shares; 2024Q4: 17,081 shares; 2025Q1: 17,766 shares; 2025Q2: 19,933 shares; 2025Q3: 48,489 shares; 2025Q4: 53,965 shares 53,965 $1.92M 0.02% +5,476 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: 11,488 shares; 2024Q4: 12,869 shares; 2025Q1: 46,082 shares; 2025Q2: 49,581 shares; 2025Q3: 51,731 shares; 2025Q4: 20,136 shares 20,136 $1.92M 0.02% -31,595 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: 5,081 shares; 2024Q4: 6,492 shares; 2025Q1: 8,589 shares; 2025Q2: 7,114 shares; 2025Q3: 7,410 shares; 2025Q4: 7,937 shares 7,937 $1.91M 0.02% +527 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 8,192 shares; 2025Q1: 8,762 shares; 2025Q2: 11,306 shares; 2025Q3: 11,199 shares; 2025Q4: 9,791 shares 9,791 $1.91M 0.02% -1,408 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: 3,771 shares; 2024Q4: 6,116 shares; 2025Q1: 12,328 shares; 2025Q2: 9,805 shares; 2025Q3: 10,042 shares; 2025Q4: 9,392 shares 9,392 $1.91M 0.02% -650 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 8,794 shares; 2025Q1: not reported; 2025Q2: 9,029 shares; 2025Q3: 8,660 shares; 2025Q4: 8,313 shares 8,313 $1.9M 0.02% -347 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 6,275 shares; 2025Q1: 6,722 shares; 2025Q2: 6,787 shares; 2025Q3: 7,145 shares; 2025Q4: 7,430 shares 7,430 $1.9M 0.02% +285 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: 16,573 shares; 2025Q1: 20,967 shares; 2025Q2: 21,061 shares; 2025Q3: 21,004 shares; 2025Q4: 19,101 shares 19,101 $1.88M 0.02% -1,903 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,551 shares; 2024Q4: 125,910 shares; 2025Q1: 127,301 shares; 2025Q2: 122,039 shares; 2025Q3: 127,938 shares; 2025Q4: 127,179 shares 127,179 $1.87M 0.02% -759 Timeline FTA 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: 24,747 shares; 2024Q4: 20,935 shares; 2025Q1: 21,679 shares; 2025Q2: 21,363 shares; 2025Q3: 22,052 shares; 2025Q4: 21,639 shares 21,639 $1.86M 0.02% -413 Timeline VNQ 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: 30,967 shares; 2024Q4: 26,085 shares; 2025Q1: 27,481 shares; 2025Q2: 26,029 shares; 2025Q3: 20,806 shares; 2025Q4: 21,057 shares 21,057 $1.86M 0.02% +251 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,668 shares; 2024Q4: 168,690 shares; 2025Q1: 171,532 shares; 2025Q2: 166,461 shares; 2025Q3: 165,288 shares; 2025Q4: 200,347 shares 200,347 $1.85M 0.02% +35,059 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,917 shares; 2024Q4: 91,361 shares; 2025Q1: 103,876 shares; 2025Q2: 105,172 shares; 2025Q3: 124,356 shares; 2025Q4: 139,254 shares 139,254 $1.83M 0.02% +14,898 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,970 shares; 2024Q4: 23,083 shares; 2025Q1: 22,558 shares; 2025Q2: 45,446 shares; 2025Q3: 43,979 shares; 2025Q4: 47,350 shares 47,350 $1.83M 0.02% +3,371 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,035 shares 36,035 $1.82M 0.02% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,814 shares; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 8,376 shares; 2025Q4: 8,366 shares 8,366 $1.81M 0.02% -10 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: 32,723 shares; 2024Q4: 35,255 shares; 2025Q1: 29,453 shares; 2025Q2: 25,218 shares; 2025Q3: 22,481 shares; 2025Q4: 21,828 shares 21,828 $1.81M 0.02% -653 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: 3,243 shares; 2024Q4: 2,075 shares; 2025Q1: 16,631 shares; 2025Q2: 153,601 shares; 2025Q3: 155,201 shares; 2025Q4: 17,680 shares 17,680 $1.81M 0.02% -137,521 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: 37,243 shares; 2024Q4: 36,397 shares; 2025Q1: 35,807 shares; 2025Q2: 41,025 shares; 2025Q3: 35,835 shares; 2025Q4: 38,078 shares 38,078 $1.81M 0.02% +2,243 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: 12,983 shares; 2024Q4: 19,202 shares; 2025Q1: 20,662 shares; 2025Q2: 22,042 shares; 2025Q3: 21,861 shares; 2025Q4: 24,415 shares 24,415 $1.8M 0.02% +2,554 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: 24,955 shares; 2024Q4: 26,020 shares; 2025Q1: 25,011 shares; 2025Q2: not reported; 2025Q3: 25,618 shares; 2025Q4: 22,444 shares 22,444 $1.8M 0.02% -3,174 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,418 shares; 2024Q4: 17,203 shares; 2025Q1: 18,403 shares; 2025Q2: 11,803 shares; 2025Q3: 12,098 shares; 2025Q4: 12,523 shares 12,523 $1.79M 0.02% +425 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: 28,386 shares; 2024Q4: 27,025 shares; 2025Q1: 27,859 shares; 2025Q2: 20,347 shares; 2025Q3: 15,848 shares; 2025Q4: 17,141 shares 17,141 $1.78M 0.02% +1,293 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,126 shares; 2024Q4: 46,753 shares; 2025Q1: not reported; 2025Q2: 51,359 shares; 2025Q3: 61,014 shares; 2025Q4: 65,025 shares 65,025 $1.78M 0.02% +4,011 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: 10,813 shares; 2024Q4: 8,590 shares; 2025Q1: 11,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,530 shares 60,530 $1.78M 0.02% new Timeline HYDB 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: 9,992 shares; 2024Q4: 135,972 shares; 2025Q1: 149,170 shares; 2025Q2: 57,598 shares; 2025Q3: 62,720 shares; 2025Q4: 37,589 shares 37,589 $1.78M 0.02% -25,131 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,369 shares; 2025Q1: 2,671 shares; 2025Q2: 2,131 shares; 2025Q3: 1,851 shares; 2025Q4: 7,016 shares 7,016 $1.78M 0.02% +5,165 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 7,945 shares; 2025Q1: 7,471 shares; 2025Q2: not reported; 2025Q3: 10,223 shares; 2025Q4: 9,970 shares 9,970 $1.75M 0.01% -253 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,983 shares; 2024Q4: 20,744 shares; 2025Q1: 18,935 shares; 2025Q2: 18,783 shares; 2025Q3: 18,795 shares; 2025Q4: 18,904 shares 18,904 $1.75M 0.01% +109 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: 3,097 shares; 2024Q4: 1,913 shares; 2025Q1: 2,264 shares; 2025Q2: 2,470 shares; 2025Q3: 2,268 shares; 2025Q4: 2,582 shares 2,582 $1.75M 0.01% +314 Timeline XMHQ 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: 4,367 shares; 2025Q1: 6,544 shares; 2025Q2: 11,598 shares; 2025Q3: 14,658 shares; 2025Q4: 17,051 shares 17,051 $1.75M 0.01% +2,393 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: 3,134 shares; 2024Q4: 3,212 shares; 2025Q1: 3,645 shares; 2025Q2: 3,759 shares; 2025Q3: 3,603 shares; 2025Q4: 3,410 shares 3,410 $1.74M 0.01% -193 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 2,831 shares; 2025Q1: 5,258 shares; 2025Q2: 3,213 shares; 2025Q3: 3,171 shares; 2025Q4: 6,022 shares 6,022 $1.73M 0.01% +2,851 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,532 shares; 2025Q3: 13,812 shares; 2025Q4: 14,377 shares 14,377 $1.73M 0.01% +565 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 21,340 shares; 2025Q2: 21,897 shares; 2025Q3: 19,387 shares; 2025Q4: 18,860 shares 18,860 $1.73M 0.01% -527 Timeline USFR 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: 20,636 shares; 2024Q4: 26,469 shares; 2025Q1: 79,883 shares; 2025Q2: 90,958 shares; 2025Q3: 76,462 shares; 2025Q4: 34,425 shares 34,425 $1.73M 0.01% -42,037 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 43,877 shares; 2025Q4: 44,812 shares 44,812 $1.73M 0.01% +935 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: 38,791 shares; 2024Q4: 37,752 shares; 2025Q1: 19,163 shares; 2025Q2: 27,036 shares; 2025Q3: 32,873 shares; 2025Q4: 25,771 shares 25,771 $1.73M 0.01% -7,102 Timeline DFAI 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: 11,287 shares; 2025Q2: 15,977 shares; 2025Q3: 27,443 shares; 2025Q4: 45,289 shares 45,289 $1.73M 0.01% +17,846 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,192 shares; 2024Q4: 288,877 shares; 2025Q1: 478,335 shares; 2025Q2: 355,854 shares; 2025Q3: 327,340 shares; 2025Q4: 323,387 shares 323,387 $1.71M 0.01% -3,953 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,985 shares; 2024Q4: 15,744 shares; 2025Q1: not reported; 2025Q2: 9,583 shares; 2025Q3: 8,510 shares; 2025Q4: 8,392 shares 8,392 $1.71M 0.01% -118 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,563 shares; 2024Q4: 74,188 shares; 2025Q1: not reported; 2025Q2: 60,221 shares; 2025Q3: 48,877 shares; 2025Q4: 48,241 shares 48,241 $1.71M 0.01% -636 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: 8,421 shares; 2024Q4: 8,383 shares; 2025Q1: 8,699 shares; 2025Q2: 9,201 shares; 2025Q3: 9,437 shares; 2025Q4: 9,171 shares 9,171 $1.7M 0.01% -266 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 10,501 shares; 2025Q1: 9,220 shares; 2025Q2: 10,250 shares; 2025Q3: 10,597 shares; 2025Q4: 10,882 shares 10,882 $1.68M 0.01% +285 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 13,786 shares; 2025Q1: 14,466 shares; 2025Q2: 22,020 shares; 2025Q3: 23,200 shares; 2025Q4: 16,676 shares 16,676 $1.68M 0.01% -6,524 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: 4,971 shares; 2024Q4: 6,622 shares; 2025Q1: 6,919 shares; 2025Q2: 10,964 shares; 2025Q3: 12,749 shares; 2025Q4: 12,986 shares 12,986 $1.68M 0.01% +237 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 6,149 shares; 2025Q1: not reported; 2025Q2: 6,538 shares; 2025Q3: 5,950 shares; 2025Q4: 5,791 shares 5,791 $1.67M 0.01% -159 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 49,436 shares; 2025Q4: 57,903 shares 57,903 $1.67M 0.01% +8,467 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: 41,942 shares; 2024Q4: 47,545 shares; 2025Q1: 41,300 shares; 2025Q2: 42,202 shares; 2025Q3: 42,372 shares; 2025Q4: 33,342 shares 33,342 $1.67M 0.01% -9,030 Timeline BBHY 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: 92,037 shares; 2024Q4: 95,358 shares; 2025Q1: 98,262 shares; 2025Q2: 25,947 shares; 2025Q3: 32,043 shares; 2025Q4: 35,750 shares 35,750 $1.66M 0.01% +3,707 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: 6,602 shares; 2024Q4: 7,810 shares; 2025Q1: 8,966 shares; 2025Q2: 19,034 shares; 2025Q3: 22,235 shares; 2025Q4: 22,896 shares 22,896 $1.66M 0.01% +661 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: 29,346 shares; 2024Q4: 41,417 shares; 2025Q1: 28,233 shares; 2025Q2: 31,535 shares; 2025Q3: 30,990 shares; 2025Q4: 28,321 shares 28,321 $1.65M 0.01% -2,669 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: 40,770 shares; 2024Q4: 48,561 shares; 2025Q1: 46,170 shares; 2025Q2: 60,638 shares; 2025Q3: 58,278 shares; 2025Q4: 55,434 shares 55,434 $1.65M 0.01% -2,844 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 13,863 shares; 2025Q1: not reported; 2025Q2: 21,834 shares; 2025Q3: 22,253 shares; 2025Q4: 29,189 shares 29,189 $1.65M 0.01% +6,936 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: 21,986 shares; 2024Q4: 25,714 shares; 2025Q1: 27,055 shares; 2025Q2: 29,346 shares; 2025Q3: 28,451 shares; 2025Q4: 32,370 shares 32,370 $1.64M 0.01% +3,919 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,512 shares; 2024Q4: 297,590 shares; 2025Q1: not reported; 2025Q2: 374,546 shares; 2025Q3: 363,206 shares; 2025Q4: 335,863 shares 335,863 $1.63M 0.01% -27,343 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 2,701 shares; 2025Q1: 2,749 shares; 2025Q2: 2,875 shares; 2025Q3: 2,912 shares; 2025Q4: 2,903 shares 2,903 $1.63M 0.01% -9 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: 1,211 shares; 2024Q4: 1,695 shares; 2025Q1: 1,804 shares; 2025Q2: 1,936 shares; 2025Q3: 2,137 shares; 2025Q4: 1,928 shares 1,928 $1.62M 0.01% -209 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: 5,043 shares; 2024Q4: 5,741 shares; 2025Q1: 6,540 shares; 2025Q2: 4,010 shares; 2025Q3: 3,778 shares; 2025Q4: 5,608 shares 5,608 $1.62M 0.01% +1,830 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: 57,364 shares; 2024Q4: 38,127 shares; 2025Q1: 35,641 shares; 2025Q2: not reported; 2025Q3: 28,116 shares; 2025Q4: 33,900 shares 33,900 $1.62M 0.01% +5,784 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 5,359 shares; 2025Q1: not reported; 2025Q2: 6,713 shares; 2025Q3: 6,576 shares; 2025Q4: 8,007 shares 8,007 $1.61M 0.01% +1,431 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: 54,962 shares; 2024Q4: 39,870 shares; 2025Q1: not reported; 2025Q2: 28,938 shares; 2025Q3: 25,846 shares; 2025Q4: 25,024 shares 25,024 $1.6M 0.01% -822 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 7,780 shares; 2025Q1: 7,780 shares; 2025Q2: 7,785 shares; 2025Q3: 10,340 shares; 2025Q4: 17,272 shares 17,272 $1.59M 0.01% +6,932 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,165 shares; 2024Q4: 24,481 shares; 2025Q1: 35,012 shares; 2025Q2: not reported; 2025Q3: 33,586 shares; 2025Q4: 44,760 shares 44,760 $1.59M 0.01% +11,174 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: 5,550 shares; 2024Q4: 6,639 shares; 2025Q1: 7,060 shares; 2025Q2: 6,939 shares; 2025Q3: 5,812 shares; 2025Q4: 5,515 shares 5,515 $1.58M 0.01% -297 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: 2,459 shares; 2024Q4: 5,595 shares; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,626 shares; 2025Q4: 6,941 shares 6,941 $1.58M 0.01% -685 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 702 shares; 2025Q4: 761 shares 761 $1.58M 0.01% +59 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,324 shares; 2025Q4: 54,206 shares 54,206 $1.57M 0.01% +10,882 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: 14,552 shares; 2024Q4: 17,228 shares; 2025Q1: 19,213 shares; 2025Q2: 18,883 shares; 2025Q3: 19,085 shares; 2025Q4: 15,757 shares 15,757 $1.57M 0.01% -3,328 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,839 shares; 2025Q1: not reported; 2025Q2: 38,623 shares; 2025Q3: 40,569 shares; 2025Q4: 40,217 shares 40,217 $1.57M 0.01% -352 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,818 shares; 2024Q4: 36,320 shares; 2025Q1: 27,740 shares; 2025Q2: 35,363 shares; 2025Q3: 34,687 shares; 2025Q4: 35,060 shares 35,060 $1.56M 0.01% +373 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,531 shares; 2024Q4: 29,073 shares; 2025Q1: not reported; 2025Q2: 26,232 shares; 2025Q3: 26,523 shares; 2025Q4: 23,179 shares 23,179 $1.56M 0.01% -3,344 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,211 shares; 2024Q4: 128,585 shares; 2025Q1: 130,813 shares; 2025Q2: 150,275 shares; 2025Q3: 148,403 shares; 2025Q4: 149,028 shares 149,028 $1.56M 0.01% +625 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: 60,870 shares; 2024Q4: 66,247 shares; 2025Q1: 69,578 shares; 2025Q2: 71,876 shares; 2025Q3: 66,288 shares; 2025Q4: 33,104 shares 33,104 $1.55M 0.01% -33,184 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,003 shares; 2024Q4: 107,951 shares; 2025Q1: 86,692 shares; 2025Q2: 86,383 shares; 2025Q3: 81,737 shares; 2025Q4: 80,556 shares 80,556 $1.55M 0.01% -1,181 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,627 shares; 2024Q4: 120,896 shares; 2025Q1: 117,496 shares; 2025Q2: 114,280 shares; 2025Q3: 100,499 shares; 2025Q4: 94,181 shares 94,181 $1.54M 0.01% -6,318 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 8,087 shares; 2025Q1: 8,375 shares; 2025Q2: 7,593 shares; 2025Q3: 7,576 shares; 2025Q4: 7,989 shares 7,989 $1.53M 0.01% +413 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: 4,910 shares; 2024Q4: 6,398 shares; 2025Q1: 11,753 shares; 2025Q2: 8,960 shares; 2025Q3: 9,214 shares; 2025Q4: 9,546 shares 9,546 $1.52M 0.01% +332 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: 3,961 shares; 2024Q4: 3,863 shares; 2025Q1: 5,425 shares; 2025Q2: 5,963 shares; 2025Q3: 6,469 shares; 2025Q4: 6,735 shares 6,735 $1.52M 0.01% +266 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: 41,711 shares; 2024Q4: 44,077 shares; 2025Q1: 43,295 shares; 2025Q2: 43,561 shares; 2025Q3: 44,712 shares; 2025Q4: 44,847 shares 44,847 $1.52M 0.01% +135 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,691 shares; 2025Q1: 8,774 shares; 2025Q2: 11,067 shares; 2025Q3: 11,126 shares; 2025Q4: 11,295 shares 11,295 $1.5M 0.01% +169 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,506 shares; 2024Q4: 34,088 shares; 2025Q1: 25,529 shares; 2025Q2: 24,941 shares; 2025Q3: 24,653 shares; 2025Q4: 24,005 shares 24,005 $1.49M 0.01% -648 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 6,138 shares; 2025Q1: 6,296 shares; 2025Q2: 6,328 shares; 2025Q3: 6,502 shares; 2025Q4: 6,416 shares 6,416 $1.48M 0.01% -86 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,696 shares; 2024Q4: 36,662 shares; 2025Q1: 114,735 shares; 2025Q2: 113,668 shares; 2025Q3: 114,364 shares; 2025Q4: 42,849 shares 42,849 $1.48M 0.01% -71,515 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,593 shares; 2024Q4: 133,285 shares; 2025Q1: not reported; 2025Q2: 122,152 shares; 2025Q3: 119,108 shares; 2025Q4: 126,171 shares 126,171 $1.48M 0.01% +7,063 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,924 shares; 2025Q3: 141,508 shares; 2025Q4: 140,278 shares 140,278 $1.47M 0.01% -1,230 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148,104 shares; 2025Q2: 149,248 shares; 2025Q3: not reported; 2025Q4: 64,732 shares 64,732 $1.46M 0.01% new 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: 23,437 shares; 2024Q4: 32,525 shares; 2025Q1: 34,412 shares; 2025Q2: 36,687 shares; 2025Q3: 37,428 shares; 2025Q4: 31,079 shares 31,079 $1.46M 0.01% -6,349 Timeline VBK 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: 4,538 shares; 2024Q4: 4,018 shares; 2025Q1: 4,509 shares; 2025Q2: 4,898 shares; 2025Q3: 4,726 shares; 2025Q4: 4,829 shares 4,829 $1.46M 0.01% +103 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 9,296 shares; 2025Q1: 9,183 shares; 2025Q2: 9,042 shares; 2025Q3: 8,975 shares; 2025Q4: 8,356 shares 8,356 $1.46M 0.01% -619 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: 15,440 shares; 2024Q4: 14,378 shares; 2025Q1: 13,405 shares; 2025Q2: 20,454 shares; 2025Q3: 19,520 shares; 2025Q4: 17,260 shares 17,260 $1.43M 0.01% -2,260 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,468 shares; 2025Q1: 12,926 shares; 2025Q2: 13,059 shares; 2025Q3: 13,708 shares; 2025Q4: 12,776 shares 12,776 $1.43M 0.01% -932 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: not reported; 2024Q4: not reported; 2025Q1: 3,755 shares; 2025Q2: not reported; 2025Q3: 6,152 shares; 2025Q4: 8,417 shares 8,417 $1.43M 0.01% +2,265 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: 7,381 shares; 2024Q4: 10,136 shares; 2025Q1: not reported; 2025Q2: 9,153 shares; 2025Q3: 7,987 shares; 2025Q4: 6,360 shares 6,360 $1.42M 0.01% -1,627 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: 41,261 shares; 2024Q4: 61,173 shares; 2025Q1: 65,050 shares; 2025Q2: 58,796 shares; 2025Q3: 57,841 shares; 2025Q4: 35,089 shares 35,089 $1.42M 0.01% -22,752 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: 16,154 shares; 2024Q4: 22,584 shares; 2025Q1: not reported; 2025Q2: 29,117 shares; 2025Q3: 47,025 shares; 2025Q4: 38,613 shares 38,613 $1.41M 0.01% -8,412 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,256 shares; 2024Q4: 18,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,650 shares; 2025Q4: 23,285 shares 23,285 $1.41M 0.01% -365 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 8,497 shares; 2025Q1: 8,627 shares; 2025Q2: 8,045 shares; 2025Q3: 7,822 shares; 2025Q4: 7,640 shares 7,640 $1.41M 0.01% -182 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,149 shares; 2025Q4: 18,895 shares 18,895 $1.4M 0.01% +11,746 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: 25,699 shares; 2024Q4: 23,565 shares; 2025Q1: 25,621 shares; 2025Q2: 26,771 shares; 2025Q3: 26,502 shares; 2025Q4: 23,948 shares 23,948 $1.4M 0.01% -2,554 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,724 shares; 2025Q1: 20,841 shares; 2025Q2: 20,567 shares; 2025Q3: 19,565 shares; 2025Q4: 14,367 shares 14,367 $1.4M 0.01% -5,198 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,484 shares; 2024Q4: 35,258 shares; 2025Q1: not reported; 2025Q2: 46,540 shares; 2025Q3: 54,847 shares; 2025Q4: 58,082 shares 58,082 $1.4M 0.01% +3,235 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,545 shares; 2025Q1: not reported; 2025Q2: 49,656 shares; 2025Q3: 49,541 shares; 2025Q4: 31,815 shares 31,815 $1.39M 0.01% -17,726 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,541 shares; 2024Q4: 34,754 shares; 2025Q1: 38,862 shares; 2025Q2: 39,736 shares; 2025Q3: 42,442 shares; 2025Q4: 39,085 shares 39,085 $1.39M 0.01% -3,357 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372 shares; 2024Q4: 6,079 shares; 2025Q1: 13,149 shares; 2025Q2: 14,437 shares; 2025Q3: 16,004 shares; 2025Q4: 16,096 shares 16,096 $1.39M 0.01% +92 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 29,993 shares; 2025Q1: 30,055 shares; 2025Q2: 35,168 shares; 2025Q3: 33,955 shares; 2025Q4: 48,717 shares 48,717 $1.39M 0.01% +14,762 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: 9,072 shares; 2024Q4: 10,943 shares; 2025Q1: 11,259 shares; 2025Q2: 11,597 shares; 2025Q3: 11,996 shares; 2025Q4: 12,132 shares 12,132 $1.38M 0.01% +136 Timeline FDN 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: 6,385 shares; 2024Q4: 6,127 shares; 2025Q1: 5,032 shares; 2025Q2: 5,352 shares; 2025Q3: 5,273 shares; 2025Q4: 5,111 shares 5,111 $1.38M 0.01% -162 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272,271 shares; 2025Q2: 223,602 shares; 2025Q3: 206,730 shares; 2025Q4: 195,847 shares 195,847 $1.37M 0.01% -10,883 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: 1,329 shares; 2024Q4: 1,730 shares; 2025Q1: 1,818 shares; 2025Q2: 1,579 shares; 2025Q3: 1,698 shares; 2025Q4: 1,691 shares 1,691 $1.37M 0.01% -7 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: 395 shares; 2024Q4: 494 shares; 2025Q1: 551 shares; 2025Q2: 632 shares; 2025Q3: 667 shares; 2025Q4: 636 shares 636 $1.37M 0.01% -31 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: 31,314 shares; 2024Q4: 38,556 shares; 2025Q1: 40,342 shares; 2025Q2: 35,804 shares; 2025Q3: 34,879 shares; 2025Q4: 21,477 shares 21,477 $1.36M 0.01% -13,402 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,295 shares; 2024Q4: 19,905 shares; 2025Q1: 21,793 shares; 2025Q2: 25,103 shares; 2025Q3: 27,028 shares; 2025Q4: 30,643 shares 30,643 $1.36M 0.01% +3,615 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,749 shares; 2024Q4: 234,351 shares; 2025Q1: 234,464 shares; 2025Q2: 226,703 shares; 2025Q3: 218,525 shares; 2025Q4: 216,213 shares 216,213 $1.36M 0.01% -2,312 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: 26,276 shares; 2024Q4: 32,703 shares; 2025Q1: 53,481 shares; 2025Q2: 54,422 shares; 2025Q3: 51,860 shares; 2025Q4: 48,586 shares 48,586 $1.36M 0.01% -3,274 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,130 shares; 2024Q4: 20,623 shares; 2025Q1: not reported; 2025Q2: 23,536 shares; 2025Q3: 21,259 shares; 2025Q4: 22,618 shares 22,618 $1.35M 0.01% +1,359 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 7,273 shares; 2025Q1: 6,198 shares; 2025Q2: 6,938 shares; 2025Q3: 7,003 shares; 2025Q4: 6,539 shares 6,539 $1.35M 0.01% -464 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,002 shares; 2024Q4: 90,024 shares; 2025Q1: 87,962 shares; 2025Q2: 85,932 shares; 2025Q3: 83,871 shares; 2025Q4: 81,631 shares 81,631 $1.35M 0.01% -2,240 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,374 shares; 2024Q4: 23,298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,184 shares; 2025Q4: 47,906 shares 47,906 $1.35M 0.01% -17,278 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 4,331 shares; 2025Q1: 5,945 shares; 2025Q2: 6,557 shares; 2025Q3: 7,126 shares; 2025Q4: 14,691 shares 14,691 $1.34M 0.01% +7,565 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,914 shares; 2024Q4: 35,365 shares; 2025Q1: not reported; 2025Q2: 39,900 shares; 2025Q3: 41,853 shares; 2025Q4: 38,626 shares 38,626 $1.34M 0.01% -3,227 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,703 shares; 2024Q4: 22,957 shares; 2025Q1: 28,149 shares; 2025Q2: 22,052 shares; 2025Q3: 26,243 shares; 2025Q4: 29,223 shares 29,223 $1.33M 0.01% +2,980 Timeline QEFA 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: 10,515 shares; 2024Q4: 11,228 shares; 2025Q1: 11,897 shares; 2025Q2: 12,559 shares; 2025Q3: 14,627 shares; 2025Q4: 14,604 shares 14,604 $1.32M 0.01% -23 Timeline IEI 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: 12,574 shares; 2024Q4: 8,942 shares; 2025Q1: 11,527 shares; 2025Q2: 9,527 shares; 2025Q3: 11,369 shares; 2025Q4: 10,926 shares 10,926 $1.3M 0.01% -443 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,462 shares; 2025Q4: 86,064 shares 86,064 $1.3M 0.01% -1,398 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,769 shares; 2025Q1: not reported; 2025Q2: 25,220 shares; 2025Q3: 38,708 shares; 2025Q4: 49,314 shares 49,314 $1.3M 0.01% +10,606 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: 6,273 shares; 2024Q4: 7,056 shares; 2025Q1: 7,550 shares; 2025Q2: 9,868 shares; 2025Q3: 11,823 shares; 2025Q4: 13,384 shares 13,384 $1.3M 0.01% +1,561 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,284 shares; 2024Q4: 91,777 shares; 2025Q1: not reported; 2025Q2: 85,442 shares; 2025Q3: 84,844 shares; 2025Q4: 85,101 shares 85,101 $1.3M 0.01% +257 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 6,591 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,889 shares; 2025Q4: 9,759 shares 9,759 $1.3M 0.01% +3,870 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,942 shares; 2024Q4: 41,498 shares; 2025Q1: 46,440 shares; 2025Q2: 47,737 shares; 2025Q3: 51,863 shares; 2025Q4: 53,303 shares 53,303 $1.3M 0.01% +1,440 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,404 shares; 2024Q4: 23,712 shares; 2025Q1: 12,987 shares; 2025Q2: 11,824 shares; 2025Q3: 13,014 shares; 2025Q4: 12,422 shares 12,422 $1.29M 0.01% -592 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,978 shares; 2025Q1: not reported; 2025Q2: 3,399 shares; 2025Q3: 3,468 shares; 2025Q4: 3,657 shares 3,657 $1.29M 0.01% +189 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,985 shares; 2024Q4: 7,088 shares; 2025Q1: 7,501 shares; 2025Q2: 5,378 shares; 2025Q3: 7,313 shares; 2025Q4: 7,920 shares 7,920 $1.29M 0.01% +607 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: 5,214 shares; 2024Q4: 6,654 shares; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 6,272 shares; 2025Q4: 6,332 shares 6,332 $1.29M 0.01% +60 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: 13,875 shares; 2024Q4: 10,864 shares; 2025Q1: 10,545 shares; 2025Q2: 9,689 shares; 2025Q3: 7,695 shares; 2025Q4: 5,919 shares 5,919 $1.28M 0.01% -1,776 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 13,351 shares; 2025Q1: 16,201 shares; 2025Q2: 13,702 shares; 2025Q3: 13,465 shares; 2025Q4: 13,128 shares 13,128 $1.28M 0.01% -337 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,946 shares; 2025Q3: 7,059 shares; 2025Q4: 7,159 shares 7,159 $1.28M 0.01% +100 Timeline XMPT 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: 17,241 shares; 2024Q4: 36,836 shares; 2025Q1: 43,147 shares; 2025Q2: 42,153 shares; 2025Q3: 56,566 shares; 2025Q4: 58,250 shares 58,250 $1.27M 0.01% +1,684 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: 2,140 shares; 2024Q4: 2,583 shares; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,839 shares; 2025Q4: 2,867 shares 2,867 $1.27M 0.01% +28 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: 5,168 shares; 2024Q4: 7,702 shares; 2025Q1: 8,596 shares; 2025Q2: 8,117 shares; 2025Q3: 8,007 shares; 2025Q4: 5,945 shares 5,945 $1.26M 0.01% -2,062 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 5,528 shares; 2025Q1: 5,813 shares; 2025Q2: 5,726 shares; 2025Q3: 6,317 shares; 2025Q4: 6,886 shares 6,886 $1.26M 0.01% +569 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: 7,990 shares; 2024Q4: 7,872 shares; 2025Q1: 7,743 shares; 2025Q2: 7,678 shares; 2025Q3: 8,156 shares; 2025Q4: 8,288 shares 8,288 $1.25M 0.01% +132 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,150 shares; 2025Q3: 18,908 shares; 2025Q4: 24,295 shares 24,295 $1.25M 0.01% +5,387 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 2,019 shares; 2025Q1: 1,480 shares; 2025Q2: 1,469 shares; 2025Q3: 1,567 shares; 2025Q4: 1,616 shares 1,616 $1.25M 0.01% +49 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,859 shares; 2024Q4: 60,612 shares; 2025Q1: 67,402 shares; 2025Q2: 45,506 shares; 2025Q3: 49,631 shares; 2025Q4: 49,570 shares 49,570 $1.24M 0.01% -61 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,446 shares; 2024Q4: 83,216 shares; 2025Q1: 81,083 shares; 2025Q2: 78,949 shares; 2025Q3: 82,183 shares; 2025Q4: 81,172 shares 81,172 $1.24M 0.01% -1,011 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,740 shares; 2024Q4: 10,692 shares; 2025Q1: 20,061 shares; 2025Q2: 19,985 shares; 2025Q3: 16,033 shares; 2025Q4: 15,963 shares 15,963 $1.24M 0.01% -70 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC 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: 92,214 shares; 2025Q4: 89,627 shares 89,627 $1.24M 0.01% -2,587 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,007 shares; 2025Q1: 4,331 shares; 2025Q2: 5,705 shares; 2025Q3: 4,269 shares; 2025Q4: 13,244 shares 13,244 $1.23M 0.01% +8,975 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,913 shares; 2024Q4: 17,867 shares; 2025Q1: not reported; 2025Q2: 13,636 shares; 2025Q3: 13,003 shares; 2025Q4: 12,566 shares 12,566 $1.23M 0.01% -437 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,556 shares; 2024Q4: 34,497 shares; 2025Q1: 33,113 shares; 2025Q2: 35,710 shares; 2025Q3: 32,636 shares; 2025Q4: 26,353 shares 26,353 $1.23M 0.01% -6,283 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,128 shares; 2025Q4: 13,013 shares 13,013 $1.22M 0.01% -3,115 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,244 shares; 2024Q4: 168,143 shares; 2025Q1: 169,551 shares; 2025Q2: 192,262 shares; 2025Q3: 193,803 shares; 2025Q4: 191,861 shares 191,861 $1.22M 0.01% -1,942 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,323 shares; 2024Q4: 99,130 shares; 2025Q1: not reported; 2025Q2: 116,644 shares; 2025Q3: 116,685 shares; 2025Q4: 116,443 shares 116,443 $1.22M 0.01% -242 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: 5,320 shares; 2024Q4: 6,525 shares; 2025Q1: 7,144 shares; 2025Q2: 5,844 shares; 2025Q3: 5,329 shares; 2025Q4: 4,843 shares 4,843 $1.22M 0.01% -486 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: 19,757 shares; 2024Q4: 23,950 shares; 2025Q1: 19,897 shares; 2025Q2: 26,224 shares; 2025Q3: 36,577 shares; 2025Q4: 22,550 shares 22,550 $1.21M 0.01% -14,027 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: 2,634 shares; 2024Q4: 4,120 shares; 2025Q1: 4,191 shares; 2025Q2: 4,369 shares; 2025Q3: 4,654 shares; 2025Q4: 4,101 shares 4,101 $1.21M 0.01% -553 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 8,130 shares; 2025Q1: 10,222 shares; 2025Q2: 12,350 shares; 2025Q3: 15,521 shares; 2025Q4: 17,967 shares 17,967 $1.21M 0.01% +2,446 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 20,862 shares; 2025Q1: 21,498 shares; 2025Q2: 22,014 shares; 2025Q3: 23,392 shares; 2025Q4: 25,178 shares 25,178 $1.21M 0.01% +1,786 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,562 shares; 2025Q1: 2,697 shares; 2025Q2: 2,697 shares; 2025Q3: 2,963 shares; 2025Q4: 2,978 shares 2,978 $1.2M 0.01% +15 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,913 shares; 2024Q4: 92,500 shares; 2025Q1: 94,803 shares; 2025Q2: 101,957 shares; 2025Q3: 101,047 shares; 2025Q4: 102,364 shares 102,364 $1.2M 0.01% +1,317 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,242 shares; 2025Q1: 87,786 shares; 2025Q2: 104,127 shares; 2025Q3: 85,886 shares; 2025Q4: 80,710 shares 80,710 $1.2M 0.01% -5,176 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,845 shares; 2025Q1: 2,761 shares; 2025Q2: 2,934 shares; 2025Q3: 4,234 shares; 2025Q4: 4,198 shares 4,198 $1.2M 0.01% -36 Timeline JMST 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: 17,493 shares; 2024Q4: not reported; 2025Q1: 29,213 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,467 shares 23,467 $1.2M 0.01% new 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: 3,684 shares; 2024Q4: 4,594 shares; 2025Q1: 6,201 shares; 2025Q2: 4,072 shares; 2025Q3: 6,024 shares; 2025Q4: 11,946 shares 11,946 $1.19M 0.01% +5,922 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,358 shares; 2024Q4: 13,781 shares; 2025Q1: 14,459 shares; 2025Q2: 16,274 shares; 2025Q3: 34,879 shares; 2025Q4: 40,409 shares 40,409 $1.19M 0.01% +5,530 Timeline SCHB 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: 12,140 shares; 2024Q4: 36,424 shares; 2025Q1: 37,673 shares; 2025Q2: 41,713 shares; 2025Q3: 41,916 shares; 2025Q4: 45,283 shares 45,283 $1.19M 0.01% +3,367 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 861 shares; 2025Q4: 893 shares 893 $1.19M 0.01% +32 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: 2,814 shares; 2024Q4: 3,522 shares; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,573 shares; 2025Q4: 3,820 shares 3,820 $1.19M 0.01% +247 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,654 shares 168,654 $1.18M 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 469 shares; 2025Q1: 397 shares; 2025Q2: 638 shares; 2025Q3: 539 shares; 2025Q4: 698 shares 698 $1.18M 0.01% +159 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,115 shares; 2025Q2: 7,845 shares; 2025Q3: 17,817 shares; 2025Q4: 33,179 shares 33,179 $1.18M 0.01% +15,362 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 7,080 shares; 2025Q1: 7,083 shares; 2025Q2: 8,094 shares; 2025Q3: 8,110 shares; 2025Q4: 8,290 shares 8,290 $1.18M 0.01% +180 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,688 shares; 2024Q4: 49,939 shares; 2025Q1: 49,474 shares; 2025Q2: 50,414 shares; 2025Q3: 54,110 shares; 2025Q4: 54,725 shares 54,725 $1.18M 0.01% +615 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,830 shares; 2024Q4: 24,484 shares; 2025Q1: 24,916 shares; 2025Q2: 23,816 shares; 2025Q3: 22,032 shares; 2025Q4: 19,422 shares 19,422 $1.17M 0.01% -2,610 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,212 shares; 2024Q4: 107,515 shares; 2025Q1: 107,567 shares; 2025Q2: not reported; 2025Q3: 119,845 shares; 2025Q4: 116,737 shares 116,737 $1.17M 0.01% -3,108 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,232 shares; 2024Q4: 27,220 shares; 2025Q1: 28,795 shares; 2025Q2: 28,275 shares; 2025Q3: 53,911 shares; 2025Q4: 30,355 shares 30,355 $1.17M 0.01% -23,556 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,151 shares; 2024Q4: 23,240 shares; 2025Q1: not reported; 2025Q2: 23,824 shares; 2025Q3: 24,802 shares; 2025Q4: 24,661 shares 24,661 $1.16M 0.01% -141 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,047 shares; 2024Q4: 112,497 shares; 2025Q1: not reported; 2025Q2: 113,916 shares; 2025Q3: 110,789 shares; 2025Q4: 108,352 shares 108,352 $1.16M 0.01% -2,437 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: 1,951 shares; 2025Q3: 2,034 shares; 2025Q4: 2,171 shares 2,171 $1.16M 0.01% +137 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,807 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,662 shares; 2025Q4: 15,694 shares 15,694 $1.16M 0.01% +1,032 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,621 shares; 2024Q4: 142,428 shares; 2025Q1: not reported; 2025Q2: 180,087 shares; 2025Q3: 166,051 shares; 2025Q4: 114,341 shares 114,341 $1.16M 0.01% -51,710 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: 15,509 shares; 2024Q4: 14,461 shares; 2025Q1: 14,756 shares; 2025Q2: 15,560 shares; 2025Q3: 16,080 shares; 2025Q4: 17,175 shares 17,175 $1.16M 0.01% +1,095 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,317 shares; 2024Q4: 23,886 shares; 2025Q1: 25,335 shares; 2025Q2: 20,388 shares; 2025Q3: 18,869 shares; 2025Q4: 11,377 shares 11,377 $1.16M 0.01% -7,492 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 4,668 shares; 2025Q1: 4,883 shares; 2025Q2: 5,109 shares; 2025Q3: 5,161 shares; 2025Q4: 6,322 shares 6,322 $1.15M 0.01% +1,161 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,500 shares; 2025Q1: 35,239 shares; 2025Q2: 26,591 shares; 2025Q3: 45,722 shares; 2025Q4: 43,324 shares 43,324 $1.15M 0.01% -2,398 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 4,414 shares; 2025Q1: 4,497 shares; 2025Q2: not reported; 2025Q3: 6,158 shares; 2025Q4: 5,756 shares 5,756 $1.15M 0.01% -402 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,670 shares; 2025Q1: 2,724 shares; 2025Q2: 2,653 shares; 2025Q3: 3,086 shares; 2025Q4: 2,942 shares 2,942 $1.15M 0.01% -144 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 2,725 shares; 2025Q3: 2,749 shares; 2025Q4: 3,009 shares 3,009 $1.14M 0.01% +260 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,411 shares; 2025Q1: 62,086 shares; 2025Q2: 64,063 shares; 2025Q3: 30,616 shares; 2025Q4: 30,561 shares 30,561 $1.13M 0.01% -55 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 43,956 shares; 2025Q1: 26,672 shares; 2025Q2: 25,042 shares; 2025Q3: 24,007 shares; 2025Q4: 20,673 shares 20,673 $1.13M 0.01% -3,334 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: 1,314 shares; 2024Q4: 1,755 shares; 2025Q1: 2,647 shares; 2025Q2: 2,637 shares; 2025Q3: 2,660 shares; 2025Q4: 2,515 shares 2,515 $1.13M 0.01% -145 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,347 shares 24,347 $1.13M 0.01% new Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,968 shares; 2024Q4: 103,522 shares; 2025Q1: 107,404 shares; 2025Q2: 110,926 shares; 2025Q3: 110,943 shares; 2025Q4: 110,445 shares 110,445 $1.12M 0.01% -498 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,188 shares; 2025Q1: 4,879 shares; 2025Q2: 5,208 shares; 2025Q3: 5,981 shares; 2025Q4: 10,895 shares 10,895 $1.11M 0.01% +4,914 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,960 shares; 2025Q1: 15,313 shares; 2025Q2: 19,802 shares; 2025Q3: 16,058 shares; 2025Q4: 23,261 shares 23,261 $1.11M 0.01% +7,203 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 4,092 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,401 shares; 2025Q4: 2,491 shares 2,491 $1.11M 0.01% -910 MOAT 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: 3,273 shares; 2024Q4: 6,187 shares; 2025Q1: 7,093 shares; 2025Q2: 8,706 shares; 2025Q3: 8,380 shares; 2025Q4: 10,708 shares 10,708 $1.11M 0.01% +2,328 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 5,107 shares; 2025Q1: 5,729 shares; 2025Q2: 5,763 shares; 2025Q3: 9,060 shares; 2025Q4: 8,966 shares 8,966 $1.1M 0.01% -94 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,728 shares; 2024Q4: 199,478 shares; 2025Q1: 220,857 shares; 2025Q2: 222,769 shares; 2025Q3: 191,834 shares; 2025Q4: 184,621 shares 184,621 $1.1M 0.01% -7,213 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: 36,633 shares; 2024Q4: 31,267 shares; 2025Q1: 34,236 shares; 2025Q2: 37,034 shares; 2025Q3: 43,318 shares; 2025Q4: 34,304 shares 34,304 $1.1M 0.01% -9,014 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 6,278 shares; 2025Q1: 6,507 shares; 2025Q2: 7,028 shares; 2025Q3: 7,242 shares; 2025Q4: 6,690 shares 6,690 $1.1M 0.01% -552 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: 11,938 shares; 2025Q4: 12,020 shares 12,020 $1.1M 0.01% +82 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: 1,494 shares; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,509 shares 6,509 $1.1M 0.01% new 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: 15,454 shares; 2024Q4: 19,410 shares; 2025Q1: 19,822 shares; 2025Q2: 20,276 shares; 2025Q3: 20,016 shares; 2025Q4: 18,311 shares 18,311 $1.1M 0.01% -1,705 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 5,659 shares; 2025Q1: 6,770 shares; 2025Q2: 7,584 shares; 2025Q3: 7,670 shares; 2025Q4: 10,338 shares 10,338 $1.09M 0.01% +2,668 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 12,713 shares; 2025Q1: 12,934 shares; 2025Q2: 10,125 shares; 2025Q3: 15,281 shares; 2025Q4: 14,942 shares 14,942 $1.09M 0.01% -339 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,772 shares; 2025Q3: 11,344 shares; 2025Q4: 12,112 shares 12,112 $1.08M 0.01% +768 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,741 shares; 2025Q1: 7,353 shares; 2025Q2: 7,238 shares; 2025Q3: 9,069 shares; 2025Q4: 14,962 shares 14,962 $1.08M 0.01% +5,893 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 36,532 shares; 2025Q1: not reported; 2025Q2: 38,714 shares; 2025Q3: 40,130 shares; 2025Q4: 39,477 shares 39,477 $1.08M 0.01% -653 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: 13,970 shares; 2024Q4: 16,918 shares; 2025Q1: 15,010 shares; 2025Q2: not reported; 2025Q3: 11,969 shares; 2025Q4: 10,445 shares 10,445 $1.07M 0.01% -1,524 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: not reported; 2024Q4: not reported; 2025Q1: 45,262 shares; 2025Q2: 22,684 shares; 2025Q3: 22,337 shares; 2025Q4: 22,369 shares 22,369 $1.07M 0.01% +32 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,399 shares; 2024Q4: 162,065 shares; 2025Q1: 159,112 shares; 2025Q2: 174,448 shares; 2025Q3: 173,949 shares; 2025Q4: 173,085 shares 173,085 $1.07M 0.01% -864 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: 1,575 shares; 2024Q4: 1,485 shares; 2025Q1: 1,826 shares; 2025Q2: 1,885 shares; 2025Q3: 1,889 shares; 2025Q4: 2,580 shares 2,580 $1.06M 0.01% +691 Timeline MINT 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: 6,492 shares; 2024Q4: 12,475 shares; 2025Q1: 8,115 shares; 2025Q2: 9,267 shares; 2025Q3: 9,090 shares; 2025Q4: 10,601 shares 10,601 $1.06M 0.01% +1,511 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: 10,739 shares; 2024Q4: 13,998 shares; 2025Q1: 4,816 shares; 2025Q2: 2,710 shares; 2025Q3: 2,739 shares; 2025Q4: 3,270 shares 3,270 $1.06M 0.01% +531 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,768 shares; 2024Q4: 69,335 shares; 2025Q1: 70,994 shares; 2025Q2: 98,692 shares; 2025Q3: 24,748 shares; 2025Q4: 23,948 shares 23,948 $1.05M 0.01% -800 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: 23,151 shares; 2024Q4: 24,148 shares; 2025Q1: 23,666 shares; 2025Q2: 19,823 shares; 2025Q3: 15,241 shares; 2025Q4: 8,348 shares 8,348 $1.05M 0.01% -6,893 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,759 shares; 2025Q1: not reported; 2025Q2: 5,061 shares; 2025Q3: 4,849 shares; 2025Q4: 4,160 shares 4,160 $1.05M 0.01% -689 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,033 shares; 2025Q1: 17,841 shares; 2025Q2: not reported; 2025Q3: 27,946 shares; 2025Q4: 31,070 shares 31,070 $1.05M 0.01% +3,124 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: 3,107 shares; 2024Q4: 3,611 shares; 2025Q1: not reported; 2025Q2: 3,491 shares; 2025Q3: 3,254 shares; 2025Q4: 3,715 shares 3,715 $1.04M 0.01% +461 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS 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: not reported; 2025Q3: 24,997 shares; 2025Q4: 58,944 shares 58,944 $1.04M 0.01% +33,947 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 2,037 shares; 2025Q1: 1,983 shares; 2025Q2: 2,127 shares; 2025Q3: 2,168 shares; 2025Q4: 2,043 shares 2,043 $1.04M 0.01% -125 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: 4,214 shares; 2024Q4: 5,169 shares; 2025Q1: 6,181 shares; 2025Q2: 5,989 shares; 2025Q3: 5,962 shares; 2025Q4: 6,007 shares 6,007 $1.04M 0.01% +45 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: 9,859 shares; 2024Q4: 9,903 shares; 2025Q1: 9,928 shares; 2025Q2: 9,626 shares; 2025Q3: 8,619 shares; 2025Q4: 8,075 shares 8,075 $1.04M 0.01% -544 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: 3,800 shares; 2024Q4: 3,555 shares; 2025Q1: 3,417 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 2,781 shares 2,781 $1.04M 0.01% -681 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,952 shares; 2025Q1: 3,045 shares; 2025Q2: 6,598 shares; 2025Q3: 7,371 shares; 2025Q4: 5,367 shares 5,367 $1.04M 0.01% -2,004 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 5,060 shares; 2025Q1: 5,695 shares; 2025Q2: 6,390 shares; 2025Q3: 4,446 shares; 2025Q4: 6,006 shares 6,006 $1.04M 0.01% +1,560 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,690 shares; 2024Q4: 417,269 shares; 2025Q1: 406,092 shares; 2025Q2: 397,101 shares; 2025Q3: 412,980 shares; 2025Q4: 418,045 shares 418,045 $1.04M 0.01% +5,065 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 6,737 shares; 2025Q1: 7,123 shares; 2025Q2: 9,153 shares; 2025Q3: 9,911 shares; 2025Q4: 9,753 shares 9,753 $1.03M 0.01% -158 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: 2,109 shares; 2024Q4: 2,521 shares; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 5,758 shares; 2025Q4: 6,081 shares 6,081 $1.03M 0.01% +323 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: 18,016 shares; 2024Q4: 19,241 shares; 2025Q1: 18,834 shares; 2025Q2: 18,819 shares; 2025Q3: 13,850 shares; 2025Q4: 11,702 shares 11,702 $1.03M 0.01% -2,148 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,781 shares; 2024Q4: 51,847 shares; 2025Q1: 53,971 shares; 2025Q2: 54,052 shares; 2025Q3: 49,903 shares; 2025Q4: 48,739 shares 48,739 $1.03M 0.01% -1,164 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: 8,475 shares; 2024Q4: 8,797 shares; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 7,559 shares; 2025Q4: 8,462 shares 8,462 $1.03M 0.01% +903 Timeline FLTR 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: 45,851 shares; 2024Q4: 7,964 shares; 2025Q1: 14,105 shares; 2025Q2: 21,042 shares; 2025Q3: 33,045 shares; 2025Q4: 40,326 shares 40,326 $1.03M 0.01% +7,281 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares; 2025Q4: 12,506 shares 12,506 $1.03M 0.01% +9,880 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,590 shares; 2024Q4: 117,452 shares; 2025Q1: 34,958 shares; 2025Q2: 33,864 shares; 2025Q3: 31,163 shares; 2025Q4: 24,481 shares 24,481 $1.03M 0.01% -6,682 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: 3,933 shares; 2024Q4: 4,615 shares; 2025Q1: 4,433 shares; 2025Q2: 4,400 shares; 2025Q3: 4,474 shares; 2025Q4: 4,268 shares 4,268 $1.03M 0.01% -206 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,706 shares; 2024Q4: 12,699 shares; 2025Q1: not reported; 2025Q2: 14,723 shares; 2025Q3: 15,031 shares; 2025Q4: 16,092 shares 16,092 $1.02M 0.01% +1,061 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: 3,129 shares; 2024Q4: 3,675 shares; 2025Q1: 4,025 shares; 2025Q2: 5,586 shares; 2025Q3: 5,741 shares; 2025Q4: 5,953 shares 5,953 $1.02M 0.01% +212 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: 26,485 shares; 2024Q4: 8,257 shares; 2025Q1: 10,456 shares; 2025Q2: not reported; 2025Q3: 8,262 shares; 2025Q4: 8,390 shares 8,390 $1.02M 0.01% +128 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 10,558 shares; 2025Q1: 11,986 shares; 2025Q2: not reported; 2025Q3: 15,154 shares; 2025Q4: 14,800 shares 14,800 $1.01M 0.01% -354 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 39,519 shares; 2025Q1: 55,641 shares; 2025Q2: 55,278 shares; 2025Q3: 52,834 shares; 2025Q4: 26,588 shares 26,588 $1.01M 0.01% -26,246 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 5,299 shares; 2025Q1: 3,442 shares; 2025Q2: 3,536 shares; 2025Q3: 3,379 shares; 2025Q4: 3,334 shares 3,334 $1.01M 0.01% -45 Timeline IWY 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: 18,830 shares; 2025Q1: 4,560 shares; 2025Q2: 5,502 shares; 2025Q3: 12,106 shares; 2025Q4: 3,627 shares 3,627 $1M 0.01% -8,479 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,259 shares; 2024Q4: 25,852 shares; 2025Q1: not reported; 2025Q2: 35,717 shares; 2025Q3: 36,195 shares; 2025Q4: 38,239 shares 38,239 $1M 0.01% +2,044 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: 11,606 shares; 2024Q4: 13,074 shares; 2025Q1: 14,006 shares; 2025Q2: 14,247 shares; 2025Q3: 13,477 shares; 2025Q4: 14,191 shares 14,191 $995K 0.01% +714 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,794 shares; 2024Q4: 18,886 shares; 2025Q1: 24,057 shares; 2025Q2: 46,781 shares; 2025Q3: 15,245 shares; 2025Q4: 12,520 shares 12,520 $994K 0.01% -2,725 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: 4,299 shares; 2025Q2: 6,137 shares; 2025Q3: 5,499 shares; 2025Q4: 7,488 shares 7,488 $994K 0.01% +1,989 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,004 shares; 2025Q1: not reported; 2025Q2: 4,389 shares; 2025Q3: 13,243 shares; 2025Q4: 16,538 shares 16,538 $993K 0.01% +3,295 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,122 shares; 2024Q4: 35,737 shares; 2025Q1: 35,062 shares; 2025Q2: 35,378 shares; 2025Q3: 36,563 shares; 2025Q4: 41,924 shares 41,924 $992K 0.01% +5,361 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 4,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 6,576 shares 6,576 $991K 0.01% +66 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: 31,829 shares; 2024Q4: 32,293 shares; 2025Q1: not reported; 2025Q2: 38,723 shares; 2025Q3: 34,713 shares; 2025Q4: 23,695 shares 23,695 $990K 0.01% -11,018 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,669 shares; 2024Q4: 140,206 shares; 2025Q1: 142,501 shares; 2025Q2: 143,713 shares; 2025Q3: 142,760 shares; 2025Q4: 142,661 shares 142,661 $989K 0.01% -99 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,797 shares; 2024Q4: 486,464 shares; 2025Q1: 479,330 shares; 2025Q2: 466,967 shares; 2025Q3: 479,502 shares; 2025Q4: 493,451 shares 493,451 $987K 0.01% +13,949 Timeline FPEI 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: 65,692 shares; 2024Q4: 86,415 shares; 2025Q1: 116,024 shares; 2025Q2: 66,499 shares; 2025Q3: 48,614 shares; 2025Q4: 50,710 shares 50,710 $983K 0.01% +2,096 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: 8,633 shares; 2024Q4: 12,777 shares; 2025Q1: 13,938 shares; 2025Q2: 13,704 shares; 2025Q3: 19,665 shares; 2025Q4: 25,668 shares 25,668 $982K 0.01% +6,003 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 15,680 shares; 2025Q1: 18,534 shares; 2025Q2: 17,270 shares; 2025Q3: 19,497 shares; 2025Q4: 22,057 shares 22,057 $978K 0.01% +2,560 Timeline DTD 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: 9,427 shares; 2024Q4: 11,383 shares; 2025Q1: 11,274 shares; 2025Q2: 10,852 shares; 2025Q3: 10,504 shares; 2025Q4: 11,474 shares 11,474 $974K 0.01% +970 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 16,551 shares; 2025Q1: 18,859 shares; 2025Q2: 18,624 shares; 2025Q3: 18,940 shares; 2025Q4: 18,016 shares 18,016 $968K 0.01% -924 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,656 shares; 2024Q4: 49,931 shares; 2025Q1: 48,173 shares; 2025Q2: 47,579 shares; 2025Q3: 38,387 shares; 2025Q4: 24,526 shares 24,526 $966K 0.01% -13,861 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,639 shares; 2025Q2: 9,325 shares; 2025Q3: 11,881 shares; 2025Q4: 12,050 shares 12,050 $965K 0.01% +169 Timeline JSMD 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: not reported; 2025Q1: not reported; 2025Q2: 9,944 shares; 2025Q3: 11,255 shares; 2025Q4: 11,796 shares 11,796 $962K 0.01% +541 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,646 shares; 2025Q4: 17,384 shares 17,384 $960K 0.01% +13,738 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: not reported; 2025Q3: 12,560 shares; 2025Q4: 13,741 shares 13,741 $959K 0.01% +1,181 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: 4,720 shares; 2024Q4: 5,524 shares; 2025Q1: 3,673 shares; 2025Q2: 3,328 shares; 2025Q3: 3,296 shares; 2025Q4: 4,302 shares 4,302 $958K 0.01% +1,006 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,269 shares; 2025Q1: 1,310 shares; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,392 shares 1,392 $957K 0.01% +70 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 1,368 shares; 2025Q1: not reported; 2025Q2: 2,085 shares; 2025Q3: 2,731 shares; 2025Q4: 2,391 shares 2,391 $951K 0.01% -340 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,795 shares 28,795 $951K 0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 8,840 shares; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,271 shares; 2025Q4: 3,907 shares 3,907 $949K 0.01% -1,364 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: 17,283 shares; 2025Q2: 13,533 shares; 2025Q3: 12,697 shares; 2025Q4: 13,203 shares 13,203 $947K 0.01% +506 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,952 shares; 2024Q4: 38,831 shares; 2025Q1: 27,912 shares; 2025Q2: 14,973 shares; 2025Q3: 14,118 shares; 2025Q4: 12,827 shares 12,827 $946K 0.01% -1,291 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,467 shares; 2025Q1: not reported; 2025Q2: 15,272 shares; 2025Q3: 8,081 shares; 2025Q4: 21,381 shares 21,381 $944K 0.01% +13,300 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 9,668 shares; 2025Q3: 16,028 shares; 2025Q4: 20,611 shares 20,611 $944K 0.01% +4,583 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,464 shares; 2024Q4: 15,249 shares; 2025Q1: not reported; 2025Q2: 102,600 shares; 2025Q3: 36,485 shares; 2025Q4: 37,856 shares 37,856 $938K 0.01% +1,371 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 5,691 shares; 2025Q1: 3,832 shares; 2025Q2: 2,313 shares; 2025Q3: 2,561 shares; 2025Q4: 2,637 shares 2,637 $931K 0.01% +76 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,495 shares; 2024Q4: 82,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,109 shares; 2025Q4: 126,365 shares 126,365 $925K 0.01% +12,256 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,640 shares; 2024Q4: 30,137 shares; 2025Q1: not reported; 2025Q2: 14,599 shares; 2025Q3: 36,923 shares; 2025Q4: 44,683 shares 44,683 $922K 0.01% +7,760 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: 8,016 shares; 2024Q4: 9,610 shares; 2025Q1: 15,665 shares; 2025Q2: 14,462 shares; 2025Q3: 14,677 shares; 2025Q4: 12,353 shares 12,353 $920K 0.01% -2,324 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,934 shares; 2024Q4: 19,771 shares; 2025Q1: not reported; 2025Q2: 20,287 shares; 2025Q3: 19,219 shares; 2025Q4: 17,513 shares 17,513 $919K 0.01% -1,706 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,581 shares; 2024Q4: 37,315 shares; 2025Q1: not reported; 2025Q2: 26,333 shares; 2025Q3: 25,765 shares; 2025Q4: 23,485 shares 23,485 $919K 0.01% -2,280 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: 3,312 shares; 2024Q4: 4,945 shares; 2025Q1: 5,508 shares; 2025Q2: 4,576 shares; 2025Q3: 4,078 shares; 2025Q4: 5,313 shares 5,313 $918K 0.01% +1,235 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,355 shares; 2025Q1: 2,097 shares; 2025Q2: 2,159 shares; 2025Q3: 2,401 shares; 2025Q4: 2,328 shares 2,328 $916K 0.01% -73 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: 689,790 shares; 2024Q4: 720,366 shares; 2025Q1: 25,321 shares; 2025Q2: 17,876 shares; 2025Q3: 17,380 shares; 2025Q4: 17,360 shares 17,360 $914K 0.01% -20 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: 51,516 shares; 2024Q4: 56,219 shares; 2025Q1: not reported; 2025Q2: 58,210 shares; 2025Q3: 53,445 shares; 2025Q4: 52,693 shares 52,693 $914K 0.01% -752 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 41,314 shares; 2025Q4: 21,686 shares 21,686 $914K 0.01% -19,628 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,158 shares; 2025Q1: 2,890 shares; 2025Q2: 3,618 shares; 2025Q3: 4,230 shares; 2025Q4: 4,939 shares 4,939 $911K 0.01% +709 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 16,560 shares; 2025Q1: 15,507 shares; 2025Q2: 14,346 shares; 2025Q3: 10,447 shares; 2025Q4: 7,346 shares 7,346 $911K 0.01% -3,101 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,644 shares; 2025Q2: 23,614 shares; 2025Q3: 31,198 shares; 2025Q4: 36,836 shares 36,836 $907K 0.01% +5,638 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: 3,145 shares; 2024Q4: 4,302 shares; 2025Q1: not reported; 2025Q2: 4,693 shares; 2025Q3: 4,723 shares; 2025Q4: 5,197 shares 5,197 $902K 0.01% +474 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,703 shares; 2025Q1: 2,518 shares; 2025Q2: 3,263 shares; 2025Q3: 3,495 shares; 2025Q4: 3,511 shares 3,511 $899K 0.01% +16 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: 23,963 shares; 2024Q4: 28,110 shares; 2025Q1: 7,660 shares; 2025Q2: 7,443 shares; 2025Q3: 7,596 shares; 2025Q4: 11,184 shares 11,184 $893K 0.01% +3,588 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,963 shares; 2025Q1: not reported; 2025Q2: 2,361 shares; 2025Q3: 4,520 shares; 2025Q4: 4,609 shares 4,609 $892K 0.01% +89 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: 2,858 shares; 2024Q4: 3,121 shares; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 1,719 shares; 2025Q4: 1,553 shares 1,553 $891K 0.01% -166 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,061 shares; 2024Q4: 7,095 shares; 2025Q1: not reported; 2025Q2: 7,782 shares; 2025Q3: 8,058 shares; 2025Q4: 9,051 shares 9,051 $886K 0.01% +993 Timeline NLR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 7,073 shares 7,073 $878K 0.01% +5,043 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 12,138 shares; 2025Q1: 13,434 shares; 2025Q2: 13,087 shares; 2025Q3: 13,471 shares; 2025Q4: 13,036 shares 13,036 $876K 0.01% -435 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 5,089 shares; 2025Q1: not reported; 2025Q2: 5,096 shares; 2025Q3: 5,061 shares; 2025Q4: 5,157 shares 5,157 $875K 0.01% +96 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,946 shares; 2025Q1: 25,469 shares; 2025Q2: 14,027 shares; 2025Q3: 15,966 shares; 2025Q4: 17,339 shares 17,339 $875K 0.01% +1,373 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 4,006 shares 4,006 $871K 0.01% +1,446 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 12,478 shares; 2025Q1: 12,812 shares; 2025Q2: 12,617 shares; 2025Q3: 10,892 shares; 2025Q4: 11,222 shares 11,222 $870K 0.01% +330 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 22,845 shares; 2025Q1: 20,459 shares; 2025Q2: 12,821 shares; 2025Q3: 10,594 shares; 2025Q4: 23,941 shares 23,941 $869K 0.01% +13,347 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 1,951 shares; 2025Q1: 1,745 shares; 2025Q2: 1,350 shares; 2025Q3: 1,343 shares; 2025Q4: 1,395 shares 1,395 $869K 0.01% +52 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 22,872 shares; 2025Q1: 22,267 shares; 2025Q2: 24,773 shares; 2025Q3: 26,131 shares; 2025Q4: 26,707 shares 26,707 $863K 0.01% +576 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 3,918 shares; 2025Q1: 4,101 shares; 2025Q2: 4,071 shares; 2025Q3: 4,291 shares; 2025Q4: 4,179 shares 4,179 $863K 0.01% -112 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,032 shares; 2024Q4: 17,109 shares; 2025Q1: 19,080 shares; 2025Q2: 19,735 shares; 2025Q3: 20,232 shares; 2025Q4: 21,234 shares 21,234 $863K 0.01% +1,002 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,760 shares; 2024Q4: 81,582 shares; 2025Q1: 79,423 shares; 2025Q2: 78,709 shares; 2025Q3: 78,662 shares; 2025Q4: 77,644 shares 77,644 $859K 0.01% -1,018 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: 6,158 shares; 2024Q4: 7,449 shares; 2025Q1: 7,331 shares; 2025Q2: 7,695 shares; 2025Q3: 8,167 shares; 2025Q4: 8,660 shares 8,660 $858K 0.01% +493 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 7,239 shares; 2025Q1: 9,752 shares; 2025Q2: 10,240 shares; 2025Q3: 10,362 shares; 2025Q4: 8,993 shares 8,993 $857K 0.01% -1,369 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,464 shares; 2025Q1: 1,629 shares; 2025Q2: 1,721 shares; 2025Q3: 2,695 shares; 2025Q4: 3,922 shares 3,922 $852K 0.01% +1,227 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 10,334 shares; 2025Q1: 11,225 shares; 2025Q2: 11,122 shares; 2025Q3: 13,025 shares; 2025Q4: 12,724 shares 12,724 $852K 0.01% -301 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: 2,735 shares; 2024Q4: 3,429 shares; 2025Q1: not reported; 2025Q2: 4,392 shares; 2025Q3: 5,363 shares; 2025Q4: 4,387 shares 4,387 $851K 0.01% -976 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 10,655 shares; 2025Q1: 12,962 shares; 2025Q2: 16,971 shares; 2025Q3: 19,679 shares; 2025Q4: 23,531 shares 23,531 $849K 0.01% +3,852 Timeline DEM 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: 11,281 shares; 2024Q4: 15,217 shares; 2025Q1: not reported; 2025Q2: 17,271 shares; 2025Q3: 17,015 shares; 2025Q4: 18,180 shares 18,180 $849K 0.01% +1,165 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 5,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,957 shares; 2025Q4: 5,094 shares 5,094 $847K 0.01% +137 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 13,375 shares; 2025Q1: 12,403 shares; 2025Q2: 11,830 shares; 2025Q3: 11,367 shares; 2025Q4: 11,402 shares 11,402 $843K 0.01% +35 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 2,787 shares; 2025Q3: 4,996 shares; 2025Q4: 5,836 shares 5,836 $840K 0.01% +840 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,155 shares; 2025Q1: 22,422 shares; 2025Q2: 25,226 shares; 2025Q3: 27,836 shares; 2025Q4: 28,255 shares 28,255 $837K 0.01% +419 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 5,247 shares; 2025Q1: 5,854 shares; 2025Q2: not reported; 2025Q3: 5,287 shares; 2025Q4: 5,033 shares 5,033 $835K 0.01% -254 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 9,005 shares; 2025Q1: 6,038 shares; 2025Q2: 6,609 shares; 2025Q3: 6,353 shares; 2025Q4: 6,351 shares 6,351 $833K 0.01% -2 Timeline VCLT 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: 9,760 shares; 2025Q4: 10,950 shares 10,950 $831K 0.01% +1,190 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,607 shares; 2025Q3: 10,802 shares; 2025Q4: 10,602 shares 10,602 $831K 0.01% -200 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,723 shares; 2025Q1: 2,630 shares; 2025Q2: 2,465 shares; 2025Q3: 1,003 shares; 2025Q4: 1,965 shares 1,965 $825K 0.01% +962 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,204 shares; 2024Q4: 59,305 shares; 2025Q1: 58,244 shares; 2025Q2: 55,408 shares; 2025Q3: 51,125 shares; 2025Q4: 48,383 shares 48,383 $824K 0.01% -2,742 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,577 shares; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,488 shares; 2025Q4: 1,485 shares 1,485 $821K 0.01% -3 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 2,297 shares; 2025Q1: 1,776 shares; 2025Q2: 1,889 shares; 2025Q3: 1,373 shares; 2025Q4: 4,010 shares 4,010 $821K 0.01% +2,637 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,094 shares; 2024Q4: 12,701 shares; 2025Q1: 21,051 shares; 2025Q2: 16,202 shares; 2025Q3: 16,267 shares; 2025Q4: 26,289 shares 26,289 $818K 0.01% +10,022 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 8,082 shares; 2025Q1: not reported; 2025Q2: 8,134 shares; 2025Q3: 7,883 shares; 2025Q4: 7,873 shares 7,873 $810K 0.01% -10 Timeline SEPM 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: 25,445 shares 25,445 $809K 0.01% new Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE 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: 3,685 shares; 2025Q2: not reported; 2025Q3: 15,993 shares; 2025Q4: 16,884 shares 16,884 $807K 0.01% +891 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 14,701 shares; 2025Q1: 18,224 shares; 2025Q2: not reported; 2025Q3: 11,966 shares; 2025Q4: 11,949 shares 11,949 $806K 0.01% -17 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,413 shares; 2025Q4: 7,353 shares 7,353 $806K 0.01% +4,940 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP 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: 2,794 shares; 2025Q2: 3,045 shares; 2025Q3: 3,382 shares; 2025Q4: 3,613 shares 3,613 $802K 0.01% +231 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: 23,137 shares; 2025Q1: 5,977 shares; 2025Q2: 4,172 shares; 2025Q3: 4,018 shares; 2025Q4: 4,309 shares 4,309 $800K 0.01% +291 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: 20,096 shares; 2024Q4: 31,682 shares; 2025Q1: 28,813 shares; 2025Q2: 38,653 shares; 2025Q3: 34,268 shares; 2025Q4: 47,567 shares 47,567 $796K 0.01% +13,299 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,782 shares; 2025Q1: 684 shares; 2025Q2: 1,885 shares; 2025Q3: 1,936 shares; 2025Q4: 2,019 shares 2,019 $795K 0.01% +83 Timeline BBCP CONCRETE PUMPING HLDGS INC More: the full row for CONCRETE PUMPING HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,213 shares; 2024Q4: 118,213 shares; 2025Q1: 118,213 shares; 2025Q2: 118,213 shares; 2025Q3: 118,213 shares; 2025Q4: 118,213 shares 118,213 $793K 0.01% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 4,469 shares; 2025Q1: 4,108 shares; 2025Q2: 4,238 shares; 2025Q3: 3,976 shares; 2025Q4: 5,475 shares 5,475 $789K 0.01% +1,499 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: 8,170 shares; 2024Q4: 10,647 shares; 2025Q1: not reported; 2025Q2: 9,474 shares; 2025Q3: 9,282 shares; 2025Q4: 8,751 shares 8,751 $788K 0.01% -531 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,677 shares; 2025Q2: 10,300 shares; 2025Q3: 10,574 shares; 2025Q4: 10,360 shares 10,360 $788K 0.01% -214 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,277 shares; 2024Q4: 29,700 shares; 2025Q1: not reported; 2025Q2: 39,747 shares; 2025Q3: 45,077 shares; 2025Q4: 42,586 shares 42,586 $786K 0.01% -2,491 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: 6,085 shares; 2024Q4: 6,600 shares; 2025Q1: 6,769 shares; 2025Q2: 12,485 shares; 2025Q3: 12,790 shares; 2025Q4: 12,767 shares 12,767 $783K 0.01% -23 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: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 8,358 shares; 2025Q3: 10,525 shares; 2025Q4: 9,622 shares 9,622 $780K 0.01% -903 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,885 shares; 2025Q1: 9,359 shares; 2025Q2: 5,002 shares; 2025Q3: 5,042 shares; 2025Q4: 5,217 shares 5,217 $777K 0.01% +175 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 10,132 shares; 2025Q1: not reported; 2025Q2: 19,050 shares; 2025Q3: 12,789 shares; 2025Q4: 13,259 shares 13,259 $777K 0.01% +470 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,267 shares; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 2,323 shares; 2025Q4: 2,369 shares 2,369 $774K 0.01% +46 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: 16,510 shares; 2024Q4: 20,563 shares; 2025Q1: 16,422 shares; 2025Q2: 14,187 shares; 2025Q3: 10,954 shares; 2025Q4: 8,970 shares 8,970 $769K 0.01% -1,984 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,153 shares; 2024Q4: 50,863 shares; 2025Q1: not reported; 2025Q2: 44,001 shares; 2025Q3: 45,268 shares; 2025Q4: 29,198 shares 29,198 $768K 0.01% -16,070 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,821 shares; 2025Q1: 4,451 shares; 2025Q2: 2,917 shares; 2025Q3: 2,962 shares; 2025Q4: 3,704 shares 3,704 $765K 0.01% +742 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 6,696 shares; 2025Q4: 7,182 shares 7,182 $765K 0.01% +486 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 9,572 shares; 2025Q1: 5,863 shares; 2025Q2: 6,399 shares; 2025Q3: 8,389 shares; 2025Q4: 5,966 shares 5,966 $762K 0.01% -2,423 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,797 shares; 2025Q1: 3,133 shares; 2025Q2: 3,115 shares; 2025Q3: 3,637 shares; 2025Q4: 3,500 shares 3,500 $761K 0.01% -137 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,005 shares; 2024Q4: 19,867 shares; 2025Q1: 35,036 shares; 2025Q2: 27,103 shares; 2025Q3: 29,392 shares; 2025Q4: 28,013 shares 28,013 $759K 0.01% -1,379 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 4,630 shares; 2025Q1: not reported; 2025Q2: 5,382 shares; 2025Q3: 4,872 shares; 2025Q4: 3,918 shares 3,918 $758K 0.01% -954 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,598 shares; 2025Q2: 1,588 shares; 2025Q3: 1,760 shares; 2025Q4: 1,707 shares 1,707 $757K 0.01% -53 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: 1,913 shares; 2024Q4: 3,317 shares; 2025Q1: 3,599 shares; 2025Q2: not reported; 2025Q3: 3,028 shares; 2025Q4: 3,344 shares 3,344 $756K 0.01% +316 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 4,483 shares; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 6,305 shares; 2025Q4: 6,716 shares 6,716 $755K 0.01% +411 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 4,812 shares; 2025Q1: 5,719 shares; 2025Q2: 6,402 shares; 2025Q3: 8,017 shares; 2025Q4: 8,559 shares 8,559 $754K 0.01% +542 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: 14,182 shares; 2024Q4: 15,476 shares; 2025Q1: 14,614 shares; 2025Q2: 9,687 shares; 2025Q3: 18,492 shares; 2025Q4: 17,334 shares 17,334 $750K 0.01% -1,158 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,495 shares; 2024Q4: 26,070 shares; 2025Q1: 44,218 shares; 2025Q2: 51,734 shares; 2025Q3: 54,859 shares; 2025Q4: 79,116 shares 79,116 $750K 0.01% +24,257 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,466 shares; 2025Q1: 2,631 shares; 2025Q2: 2,658 shares; 2025Q3: 2,455 shares; 2025Q4: 2,541 shares 2,541 $746K 0.01% +86 Timeline SIZE 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: 1,986 shares; 2025Q1: not reported; 2025Q2: 3,177 shares; 2025Q3: 3,270 shares; 2025Q4: 4,616 shares 4,616 $746K 0.01% +1,346 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: 3,832 shares; 2024Q4: 5,206 shares; 2025Q1: 6,609 shares; 2025Q2: 8,183 shares; 2025Q3: 8,116 shares; 2025Q4: 3,832 shares 3,832 $745K 0.01% -4,284 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,662 shares; 2025Q1: 1,666 shares; 2025Q2: 1,781 shares; 2025Q3: 2,964 shares; 2025Q4: 3,047 shares 3,047 $742K 0.01% +83 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,417 shares; 2025Q2: 5,418 shares; 2025Q3: 5,916 shares; 2025Q4: 11,427 shares 11,427 $741K 0.01% +5,511 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,870 shares; 2025Q3: 48,621 shares; 2025Q4: 22,399 shares 22,399 $740K 0.01% -26,222 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: 16,411 shares; 2024Q4: 25,576 shares; 2025Q1: 19,458 shares; 2025Q2: 15,633 shares; 2025Q3: 15,989 shares; 2025Q4: 16,775 shares 16,775 $739K 0.01% +786 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: 6,893 shares; 2024Q4: 7,602 shares; 2025Q1: 7,816 shares; 2025Q2: 7,089 shares; 2025Q3: 7,840 shares; 2025Q4: 10,019 shares 10,019 $736K 0.01% +2,179 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 4,811 shares; 2025Q1: 5,542 shares; 2025Q2: 5,252 shares; 2025Q3: 5,104 shares; 2025Q4: 5,943 shares 5,943 $736K 0.01% +839 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 19,970 shares; 2025Q4: 23,046 shares 23,046 $736K 0.01% +3,076 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: 1,047 shares; 2024Q4: 1,369 shares; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: 1,247 shares; 2025Q4: 1,243 shares 1,243 $734K 0.01% -4 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,353 shares; 2024Q4: 14,190 shares; 2025Q1: 11,375 shares; 2025Q2: 4,001 shares; 2025Q3: 3,979 shares; 2025Q4: 3,690 shares 3,690 $733K 0.01% -289 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 15,874 shares; 2025Q1: 15,849 shares; 2025Q2: 15,731 shares; 2025Q3: 15,731 shares; 2025Q4: 15,731 shares 15,731 $733K 0.01% 0 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: 1,787 shares; 2024Q4: 2,291 shares; 2025Q1: 2,391 shares; 2025Q2: 2,321 shares; 2025Q3: 2,573 shares; 2025Q4: 2,416 shares 2,416 $732K 0.01% -157 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,274 shares; 2024Q4: 43,171 shares; 2025Q1: 42,245 shares; 2025Q2: 46,908 shares; 2025Q3: 46,797 shares; 2025Q4: 32,817 shares 32,817 $731K 0.01% -13,980 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,101 shares 6,101 $730K 0.01% new 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: 11,541 shares; 2024Q4: 9,491 shares; 2025Q1: 11,650 shares; 2025Q2: 11,815 shares; 2025Q3: 15,288 shares; 2025Q4: 15,344 shares 15,344 $728K 0.01% +56 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 15,608 shares; 2025Q1: 17,255 shares; 2025Q2: 16,202 shares; 2025Q3: 15,740 shares; 2025Q4: 17,394 shares 17,394 $728K 0.01% +1,654 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 6,088 shares; 2025Q1: not reported; 2025Q2: 6,427 shares; 2025Q3: 7,410 shares; 2025Q4: 7,063 shares 7,063 $727K 0.01% -347 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 5,087 shares; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 5,328 shares; 2025Q4: 8,521 shares 8,521 $726K 0.01% +3,193 Timeline NOVM 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: 22,083 shares 22,083 $726K 0.01% new 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: not reported; 2025Q3: 18,719 shares; 2025Q4: 16,646 shares 16,646 $725K 0.01% -2,073 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 3,011 shares; 2025Q1: 3,379 shares; 2025Q2: 3,597 shares; 2025Q3: 3,693 shares; 2025Q4: 2,776 shares 2,776 $720K 0.01% -917 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,948 shares; 2025Q1: 17,893 shares; 2025Q2: 17,877 shares; 2025Q3: 16,326 shares; 2025Q4: 16,114 shares 16,114 $718K 0.01% -212 Timeline EDV 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: 4,574 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,329 shares; 2025Q3: 9,688 shares; 2025Q4: 11,027 shares 11,027 $717K 0.01% +1,339 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,709 shares; 2025Q1: 4,219 shares; 2025Q2: 3,567 shares; 2025Q3: 3,413 shares; 2025Q4: 2,997 shares 2,997 $715K 0.01% -416 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL 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: 41,882 shares; 2025Q4: 45,282 shares 45,282 $715K 0.01% +3,400 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: 5,740 shares; 2024Q4: 4,503 shares; 2025Q1: 4,534 shares; 2025Q2: 3,953 shares; 2025Q3: 4,273 shares; 2025Q4: 4,741 shares 4,741 $713K 0.01% +468 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,287 shares; 2024Q4: 38,548 shares; 2025Q1: 12,391 shares; 2025Q2: 9,742 shares; 2025Q3: 7,765 shares; 2025Q4: 8,004 shares 8,004 $711K 0.01% +239 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,099 shares; 2025Q2: 16,386 shares; 2025Q3: 15,724 shares; 2025Q4: 15,532 shares 15,532 $711K 0.01% -192 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: 1,758 shares; 2024Q4: 2,476 shares; 2025Q1: 2,541 shares; 2025Q2: 2,820 shares; 2025Q3: 2,873 shares; 2025Q4: 2,964 shares 2,964 $710K 0.01% +91 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,970 shares; 2024Q4: 20,846 shares; 2025Q1: not reported; 2025Q2: 17,749 shares; 2025Q3: 21,038 shares; 2025Q4: 16,358 shares 16,358 $708K 0.01% -4,680 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,774 shares; 2024Q4: 10,537 shares; 2025Q1: 8,883 shares; 2025Q2: 8,846 shares; 2025Q3: 7,926 shares; 2025Q4: 7,826 shares 7,826 $704K 0.01% -100 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,155 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $703K 0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,615 shares; 2025Q2: 24,826 shares; 2025Q3: 29,500 shares; 2025Q4: 29,468 shares 29,468 $702K 0.01% -32 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 10,245 shares; 2025Q1: 10,645 shares; 2025Q2: 11,025 shares; 2025Q3: 9,528 shares; 2025Q4: 8,091 shares 8,091 $698K 0.01% -1,437 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,057 shares; 2024Q4: 40,725 shares; 2025Q1: 39,343 shares; 2025Q2: 36,688 shares; 2025Q3: 36,808 shares; 2025Q4: 43,034 shares 43,034 $693K 0.01% +6,226 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,064 shares; 2025Q1: 2,262 shares; 2025Q2: 4,579 shares; 2025Q3: 4,839 shares; 2025Q4: 5,066 shares 5,066 $692K 0.01% +227 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 16,794 shares; 2025Q1: 11,059 shares; 2025Q2: 10,104 shares; 2025Q3: 12,666 shares; 2025Q4: 8,656 shares 8,656 $692K 0.01% -4,010 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: 10,100 shares; 2024Q4: 10,042 shares; 2025Q1: 14,604 shares; 2025Q2: 16,574 shares; 2025Q3: 18,409 shares; 2025Q4: 18,851 shares 18,851 $691K 0.01% +442 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,711 shares; 2024Q4: 66,871 shares; 2025Q1: not reported; 2025Q2: 64,926 shares; 2025Q3: 62,124 shares; 2025Q4: 61,903 shares 61,903 $691K 0.01% -221 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,049 shares; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 14,168 shares; 2025Q4: 14,626 shares 14,626 $688K 0.01% +458 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: 27,975 shares; 2024Q4: 32,472 shares; 2025Q1: 41,980 shares; 2025Q2: 46,171 shares; 2025Q3: 43,590 shares; 2025Q4: 18,579 shares 18,579 $687K 0.01% -25,011 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,154 shares; 2025Q1: 10,329 shares; 2025Q2: 10,079 shares; 2025Q3: 11,442 shares; 2025Q4: 11,653 shares 11,653 $684K 0.01% +211 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 18,275 shares; 2025Q1: 9,722 shares; 2025Q2: 9,947 shares; 2025Q3: 17,633 shares; 2025Q4: 12,377 shares 12,377 $683K 0.01% -5,256 Timeline SMIN 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: 4,087 shares; 2025Q2: 8,505 shares; 2025Q3: 8,994 shares; 2025Q4: 9,765 shares 9,765 $683K 0.01% +771 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: 8,019 shares; 2024Q4: 8,917 shares; 2025Q1: 9,350 shares; 2025Q2: 9,301 shares; 2025Q3: 9,731 shares; 2025Q4: 9,607 shares 9,607 $682K 0.01% -124 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 4,071 shares; 2025Q1: 4,354 shares; 2025Q2: 5,235 shares; 2025Q3: 5,677 shares; 2025Q4: 5,930 shares 5,930 $681K 0.01% +253 Timeline PWB 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: not reported; 2025Q3: not reported; 2025Q4: 5,349 shares 5,349 $680K 0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,979 shares; 2025Q1: 9,491 shares; 2025Q2: 43,370 shares; 2025Q3: 14,777 shares; 2025Q4: 6,898 shares 6,898 $678K 0.01% -7,879 Timeline XNTK 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: 3,964 shares; 2024Q4: 3,964 shares; 2025Q1: 3,889 shares; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 2,431 shares 2,431 $676K 0.01% +927 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 230 shares; 2025Q4: 199 shares 199 $675K 0.01% -31 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,753 shares; 2025Q4: 24,777 shares 24,777 $675K 0.01% +24 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,111 shares; 2025Q4: 12,014 shares 12,014 $673K 0.01% +1,903 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: 6,925 shares; 2024Q4: 8,702 shares; 2025Q1: 8,056 shares; 2025Q2: 8,177 shares; 2025Q3: 7,205 shares; 2025Q4: 7,041 shares 7,041 $672K 0.01% -164 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,345 shares; 2024Q4: 9,105 shares; 2025Q1: 7,948 shares; 2025Q2: 9,361 shares; 2025Q3: 4,093 shares; 2025Q4: 3,124 shares 3,124 $671K 0.01% -969 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 16,006 shares; 2025Q1: 18,505 shares; 2025Q2: 17,279 shares; 2025Q3: 16,221 shares; 2025Q4: 14,438 shares 14,438 $671K 0.01% -1,783 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: 3,285 shares; 2024Q4: 4,395 shares; 2025Q1: not reported; 2025Q2: 4,900 shares; 2025Q3: 5,419 shares; 2025Q4: 5,323 shares 5,323 $670K 0.01% -96 Timeline SUSL 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: 8,254 shares; 2024Q4: 6,848 shares; 2025Q1: 6,854 shares; 2025Q2: 7,031 shares; 2025Q3: 5,638 shares; 2025Q4: 5,505 shares 5,505 $668K 0.01% -133 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: not reported; 2024Q4: 55,964 shares; 2025Q1: 57,758 shares; 2025Q2: not reported; 2025Q3: 46,471 shares; 2025Q4: 32,365 shares 32,365 $667K 0.01% -14,106 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 3,119 shares; 2025Q1: 3,153 shares; 2025Q2: not reported; 2025Q3: 3,022 shares; 2025Q4: 3,605 shares 3,605 $665K 0.01% +583 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: 9,282 shares; 2024Q4: 10,606 shares; 2025Q1: 12,364 shares; 2025Q2: 6,057 shares; 2025Q3: 6,789 shares; 2025Q4: 7,260 shares 7,260 $660K 0.01% +471 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: 8,453 shares; 2024Q4: 8,444 shares; 2025Q1: 8,030 shares; 2025Q2: 7,146 shares; 2025Q3: 5,810 shares; 2025Q4: 7,446 shares 7,446 $657K 0.01% +1,636 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: 47,377 shares; 2024Q4: 62,418 shares; 2025Q1: 12,686 shares; 2025Q2: 13,069 shares; 2025Q3: 12,827 shares; 2025Q4: 10,242 shares 10,242 $653K 0.01% -2,585 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,852 shares; 2024Q4: 13,334 shares; 2025Q1: 22,559 shares; 2025Q2: 19,034 shares; 2025Q3: 13,622 shares; 2025Q4: 14,184 shares 14,184 $653K 0.01% +562 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 2,550 shares; 2025Q1: 3,424 shares; 2025Q2: 2,428 shares; 2025Q3: 3,157 shares; 2025Q4: 3,845 shares 3,845 $652K 0.01% +688 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,187 shares; 2025Q1: not reported; 2025Q2: 12,679 shares; 2025Q3: 11,982 shares; 2025Q4: 14,240 shares 14,240 $649K 0.01% +2,258 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: 5,890 shares; 2024Q4: 5,913 shares; 2025Q1: 5,475 shares; 2025Q2: not reported; 2025Q3: 7,083 shares; 2025Q4: 6,570 shares 6,570 $637K 0.01% -513 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,476 shares; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 4,387 shares; 2025Q4: 4,873 shares 4,873 $633K 0.01% +486 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 7,815 shares; 2025Q1: 8,051 shares; 2025Q2: 9,596 shares; 2025Q3: 8,637 shares; 2025Q4: 9,134 shares 9,134 $633K 0.01% +497 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 29,015 shares; 2025Q1: 32,973 shares; 2025Q2: 39,863 shares; 2025Q3: 49,112 shares; 2025Q4: 51,760 shares 51,760 $631K 0.01% +2,648 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,466 shares; 2024Q4: 14,644 shares; 2025Q1: not reported; 2025Q2: 11,873 shares; 2025Q3: 13,244 shares; 2025Q4: 15,644 shares 15,644 $629K 0.01% +2,400 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,863 shares; 2025Q4: 7,274 shares 7,274 $628K 0.01% +411 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 9,016 shares; 2025Q1: 11,015 shares; 2025Q2: 10,778 shares; 2025Q3: 12,010 shares; 2025Q4: 10,909 shares 10,909 $627K 0.01% -1,101 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 4,114 shares; 2025Q1: 3,652 shares; 2025Q2: 3,630 shares; 2025Q3: 3,688 shares; 2025Q4: 3,913 shares 3,913 $627K 0.01% +225 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,835 shares; 2025Q1: 9,402 shares; 2025Q2: 10,699 shares; 2025Q3: 12,591 shares; 2025Q4: 13,592 shares 13,592 $625K 0.01% +1,001 Timeline