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: 70,710 shares; 2024Q4: 90,398 shares; 2025Q1: 92,998 shares; 2025Q2: 127,908 shares; 2025Q3: 119,822 shares; 2025Q4: 198,033 shares 198,033 $4.94M 0.03% +78,211 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,900 shares; 2024Q4: 467,874 shares; 2025Q1: 477,939 shares; 2025Q2: 468,714 shares; 2025Q3: 459,027 shares; 2025Q4: 429,227 shares 429,227 $4.92M 0.03% -29,800 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,093 shares; 2024Q4: 24,575 shares; 2025Q1: 26,303 shares; 2025Q2: 24,601 shares; 2025Q3: 70,408 shares; 2025Q4: 78,088 shares 78,088 $4.91M 0.03% +7,680 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: 1,052 shares; 2024Q4: 1,527 shares; 2025Q1: 3,088 shares; 2025Q2: 5,927 shares; 2025Q3: 6,383 shares; 2025Q4: 7,233 shares 7,233 $4.9M 0.03% +850 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: 25,879 shares; 2024Q4: 47,409 shares; 2025Q1: 62,075 shares; 2025Q2: 61,345 shares; 2025Q3: 84,436 shares; 2025Q4: 165,100 shares 165,100 $4.9M 0.03% +80,664 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 15,115 shares; 2025Q1: 15,822 shares; 2025Q2: 16,767 shares; 2025Q3: 17,345 shares; 2025Q4: 18,951 shares 18,951 $4.9M 0.03% +1,606 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,274 shares; 2025Q3: 89,874 shares; 2025Q4: 92,611 shares 92,611 $4.9M 0.03% +2,737 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 8,247 shares; 2025Q1: 10,157 shares; 2025Q2: 13,515 shares; 2025Q3: 14,788 shares; 2025Q4: 13,761 shares 13,761 $4.89M 0.03% -1,027 Timeline PDP 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: 3,746 shares; 2024Q4: 4,076 shares; 2025Q1: 3,688 shares; 2025Q2: 3,525 shares; 2025Q3: 14,931 shares; 2025Q4: 41,800 shares 41,800 $4.87M 0.03% +26,869 Timeline SPSM 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: 10,849 shares; 2024Q4: 41,437 shares; 2025Q1: 52,729 shares; 2025Q2: 105,728 shares; 2025Q3: 103,701 shares; 2025Q4: 103,610 shares 103,610 $4.86M 0.03% -91 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,530 shares; 2025Q3: 26,909 shares; 2025Q4: 103,526 shares 103,526 $4.85M 0.03% +76,617 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 30,613 shares; 2025Q1: 31,654 shares; 2025Q2: 34,651 shares; 2025Q3: 39,148 shares; 2025Q4: 38,232 shares 38,232 $4.84M 0.03% -916 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,544 shares; 2025Q2: 258,673 shares; 2025Q3: 224,248 shares; 2025Q4: 221,203 shares 221,203 $4.83M 0.03% -3,045 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: 4,635 shares; 2024Q4: 6,397 shares; 2025Q1: 6,228 shares; 2025Q2: 11,390 shares; 2025Q3: 12,342 shares; 2025Q4: 15,352 shares 15,352 $4.76M 0.02% +3,010 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,266 shares; 2024Q4: 119,867 shares; 2025Q1: 107,253 shares; 2025Q2: 153,590 shares; 2025Q3: 164,511 shares; 2025Q4: 185,158 shares 185,158 $4.74M 0.02% +20,647 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 8,029 shares; 2025Q1: 9,404 shares; 2025Q2: 11,339 shares; 2025Q3: 13,777 shares; 2025Q4: 17,182 shares 17,182 $4.73M 0.02% +3,405 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 25,697 shares; 2025Q1: 28,716 shares; 2025Q2: 31,873 shares; 2025Q3: 31,026 shares; 2025Q4: 49,608 shares 49,608 $4.72M 0.02% +18,582 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,808 shares; 2025Q2: not reported; 2025Q3: 88,877 shares; 2025Q4: 94,503 shares 94,503 $4.71M 0.02% +5,626 Timeline VGIT 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: 17,703 shares; 2024Q4: 41,317 shares; 2025Q1: 40,026 shares; 2025Q2: 49,820 shares; 2025Q3: 61,484 shares; 2025Q4: 78,322 shares 78,322 $4.69M 0.02% +16,838 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 6,963 shares; 2025Q1: 9,498 shares; 2025Q2: 11,003 shares; 2025Q3: 12,314 shares; 2025Q4: 15,848 shares 15,848 $4.69M 0.02% +3,534 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: 13,421 shares; 2024Q4: 16,651 shares; 2025Q1: 22,084 shares; 2025Q2: 29,466 shares; 2025Q3: 37,116 shares; 2025Q4: 52,884 shares 52,884 $4.68M 0.02% +15,768 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: 6,446 shares; 2024Q4: 12,559 shares; 2025Q1: 16,610 shares; 2025Q2: 20,792 shares; 2025Q3: 22,688 shares; 2025Q4: 25,645 shares 25,645 $4.68M 0.02% +2,957 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 5,504 shares; 2025Q3: 5,982 shares; 2025Q4: 76,313 shares 76,313 $4.67M 0.02% +70,331 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: 17,969 shares; 2024Q4: 164,672 shares; 2025Q1: 307,229 shares; 2025Q2: 302,832 shares; 2025Q3: 234,129 shares; 2025Q4: 241,017 shares 241,017 $4.63M 0.02% +6,888 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,212 shares; 2024Q4: 38,653 shares; 2025Q1: 38,926 shares; 2025Q2: 88,264 shares; 2025Q3: 95,790 shares; 2025Q4: 93,305 shares 93,305 $4.58M 0.02% -2,485 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 61,161 shares; 2025Q1: 58,038 shares; 2025Q2: 56,483 shares; 2025Q3: 56,208 shares; 2025Q4: 69,946 shares 69,946 $4.55M 0.02% +13,738 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,133 shares; 2024Q4: 116,258 shares; 2025Q1: 114,461 shares; 2025Q2: 232,358 shares; 2025Q3: 222,898 shares; 2025Q4: 232,635 shares 232,635 $4.55M 0.02% +9,737 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 10,355 shares; 2025Q1: 12,613 shares; 2025Q2: 12,604 shares; 2025Q3: 13,848 shares; 2025Q4: 15,034 shares 15,034 $4.53M 0.02% +1,186 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 5,651 shares; 2025Q1: 9,114 shares; 2025Q2: 14,640 shares; 2025Q3: 17,051 shares; 2025Q4: 27,949 shares 27,949 $4.51M 0.02% +10,898 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: 46,143 shares; 2024Q4: 46,840 shares; 2025Q1: 53,028 shares; 2025Q2: 55,966 shares; 2025Q3: 56,623 shares; 2025Q4: 56,472 shares 56,472 $4.51M 0.02% -151 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: 7,894 shares; 2024Q4: 9,778 shares; 2025Q1: 11,336 shares; 2025Q2: 14,951 shares; 2025Q3: 16,773 shares; 2025Q4: 17,817 shares 17,817 $4.5M 0.02% +1,044 Timeline IQLT 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: 133,010 shares; 2024Q4: 165,985 shares; 2025Q1: 145,606 shares; 2025Q2: 132,138 shares; 2025Q3: 106,231 shares; 2025Q4: 98,846 shares 98,846 $4.49M 0.02% -7,385 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,980 shares; 2025Q3: 118,668 shares; 2025Q4: 190,107 shares 190,107 $4.49M 0.02% +71,439 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: 40,653 shares; 2024Q4: 47,587 shares; 2025Q1: 51,436 shares; 2025Q2: 62,621 shares; 2025Q3: 63,256 shares; 2025Q4: 63,951 shares 63,951 $4.48M 0.02% +695 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,981 shares; 2024Q4: 36,533 shares; 2025Q1: 42,929 shares; 2025Q2: 41,364 shares; 2025Q3: 42,434 shares; 2025Q4: 55,071 shares 55,071 $4.48M 0.02% +12,637 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,526 shares; 2024Q4: 128,345 shares; 2025Q1: 131,677 shares; 2025Q2: 100,530 shares; 2025Q3: 65,972 shares; 2025Q4: 86,172 shares 86,172 $4.47M 0.02% +20,200 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,984 shares; 2025Q1: 11,286 shares; 2025Q2: 12,734 shares; 2025Q3: 69,428 shares; 2025Q4: 111,953 shares 111,953 $4.43M 0.02% +42,525 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: 12,495 shares; 2024Q4: 14,923 shares; 2025Q1: 47,482 shares; 2025Q2: 60,684 shares; 2025Q3: 65,328 shares; 2025Q4: 94,571 shares 94,571 $4.43M 0.02% +29,243 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 23,888 shares; 2025Q1: 26,713 shares; 2025Q2: 24,929 shares; 2025Q3: 25,973 shares; 2025Q4: 27,412 shares 27,412 $4.43M 0.02% +1,439 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 19,273 shares; 2025Q1: 22,283 shares; 2025Q2: 132,649 shares; 2025Q3: 129,526 shares; 2025Q4: 223,807 shares 223,807 $4.42M 0.02% +94,281 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 9,647 shares; 2025Q1: 16,634 shares; 2025Q2: 16,628 shares; 2025Q3: 18,639 shares; 2025Q4: 21,435 shares 21,435 $4.4M 0.02% +2,796 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,823 shares; 2025Q4: 133,625 shares 133,625 $4.39M 0.02% +75,802 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 7,100 shares; 2025Q1: 5,982 shares; 2025Q2: 5,668 shares; 2025Q3: 5,982 shares; 2025Q4: 8,921 shares 8,921 $4.38M 0.02% +2,939 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,912 shares; 2024Q4: 125,155 shares; 2025Q1: 131,434 shares; 2025Q2: 134,213 shares; 2025Q3: 137,825 shares; 2025Q4: 140,233 shares 140,233 $4.37M 0.02% +2,408 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 27,639 shares; 2025Q1: 29,169 shares; 2025Q2: 31,734 shares; 2025Q3: 34,389 shares; 2025Q4: 33,919 shares 33,919 $4.37M 0.02% -470 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,317 shares; 2024Q4: 264,351 shares; 2025Q1: 286,821 shares; 2025Q2: 290,402 shares; 2025Q3: 296,884 shares; 2025Q4: 322,032 shares 322,032 $4.37M 0.02% +25,148 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 10,510 shares; 2025Q1: 13,892 shares; 2025Q2: 18,943 shares; 2025Q3: 22,774 shares; 2025Q4: 27,140 shares 27,140 $4.36M 0.02% +4,366 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: 12,423 shares; 2024Q4: 17,576 shares; 2025Q1: 25,150 shares; 2025Q2: 40,487 shares; 2025Q3: 45,927 shares; 2025Q4: 56,699 shares 56,699 $4.35M 0.02% +10,772 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,672 shares; 2024Q4: 91,540 shares; 2025Q1: 101,913 shares; 2025Q2: 63,881 shares; 2025Q3: 49,658 shares; 2025Q4: 42,474 shares 42,474 $4.34M 0.02% -7,184 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 17,638 shares; 2025Q1: 21,829 shares; 2025Q2: 23,052 shares; 2025Q3: 25,342 shares; 2025Q4: 24,069 shares 24,069 $4.33M 0.02% -1,273 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,377 shares; 2025Q3: 17,740 shares; 2025Q4: 17,102 shares 17,102 $4.3M 0.02% -638 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 18,347 shares; 2025Q1: 18,243 shares; 2025Q2: 23,566 shares; 2025Q3: 25,288 shares; 2025Q4: 35,190 shares 35,190 $4.29M 0.02% +9,902 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,153 shares; 2025Q1: 8,059 shares; 2025Q2: 10,224 shares; 2025Q3: 10,070 shares; 2025Q4: 12,236 shares 12,236 $4.29M 0.02% +2,166 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: 4,089 shares; 2024Q4: 5,112 shares; 2025Q1: 6,548 shares; 2025Q2: 9,737 shares; 2025Q3: 11,399 shares; 2025Q4: 12,118 shares 12,118 $4.28M 0.02% +719 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,827 shares; 2025Q3: 20,114 shares; 2025Q4: 59,957 shares 59,957 $4.27M 0.02% +39,843 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,119 shares; 2025Q4: 92,766 shares 92,766 $4.27M 0.02% +16,647 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 34,486 shares; 2025Q1: 34,918 shares; 2025Q2: 35,167 shares; 2025Q3: 37,254 shares; 2025Q4: 35,786 shares 35,786 $4.25M 0.02% -1,468 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 19,672 shares; 2025Q1: 22,830 shares; 2025Q2: 77,463 shares; 2025Q3: 79,360 shares; 2025Q4: 86,576 shares 86,576 $4.21M 0.02% +7,216 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: 1,655 shares; 2024Q4: 8,156 shares; 2025Q1: 8,634 shares; 2025Q2: 8,695 shares; 2025Q3: 8,922 shares; 2025Q4: 9,360 shares 9,360 $4.2M 0.02% +438 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,365 shares; 2025Q4: 49,808 shares 49,808 $4.2M 0.02% +1,443 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,763 shares; 2025Q1: 64,352 shares; 2025Q2: 116,650 shares; 2025Q3: 132,769 shares; 2025Q4: 140,040 shares 140,040 $4.17M 0.02% +7,271 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: 13,275 shares; 2025Q1: 18,583 shares; 2025Q2: 20,426 shares; 2025Q3: 20,620 shares; 2025Q4: 27,084 shares 27,084 $4.14M 0.02% +6,464 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,985 shares; 2025Q1: 5,063 shares; 2025Q2: 21,616 shares; 2025Q3: 27,528 shares; 2025Q4: 20,128 shares 20,128 $4.14M 0.02% -7,400 Timeline LQD 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: 8,342 shares; 2024Q4: 36,536 shares; 2025Q1: 16,055 shares; 2025Q2: 23,459 shares; 2025Q3: 31,300 shares; 2025Q4: 37,470 shares 37,470 $4.13M 0.02% +6,170 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 35,524 shares; 2025Q1: 41,105 shares; 2025Q2: 46,864 shares; 2025Q3: 48,403 shares; 2025Q4: 50,586 shares 50,586 $4.13M 0.02% +2,183 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,002 shares; 2024Q4: 16,109 shares; 2025Q1: 17,313 shares; 2025Q2: 19,721 shares; 2025Q3: 29,621 shares; 2025Q4: 62,199 shares 62,199 $4.12M 0.02% +32,578 Timeline IGSB 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: 30,713 shares; 2024Q4: 31,868 shares; 2025Q1: 27,782 shares; 2025Q2: 38,944 shares; 2025Q3: 52,234 shares; 2025Q4: 77,563 shares 77,563 $4.1M 0.02% +25,329 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 19,983 shares; 2025Q1: 24,908 shares; 2025Q2: 28,939 shares; 2025Q3: 30,519 shares; 2025Q4: 39,784 shares 39,784 $4.08M 0.02% +9,265 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 11,242 shares; 2025Q1: 12,885 shares; 2025Q2: 57,865 shares; 2025Q3: 63,422 shares; 2025Q4: 63,453 shares 63,453 $4.08M 0.02% +31 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: 7,637 shares; 2024Q4: 10,879 shares; 2025Q1: 14,694 shares; 2025Q2: 14,400 shares; 2025Q3: 15,244 shares; 2025Q4: 23,339 shares 23,339 $4.06M 0.02% +8,095 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: 25,090 shares; 2024Q4: 21,716 shares; 2025Q1: 17,028 shares; 2025Q2: 12,474 shares; 2025Q3: 40,722 shares; 2025Q4: 60,256 shares 60,256 $4.06M 0.02% +19,534 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: 7,583 shares; 2024Q4: 11,364 shares; 2025Q1: 12,711 shares; 2025Q2: 14,837 shares; 2025Q3: 15,360 shares; 2025Q4: 20,058 shares 20,058 $4.04M 0.02% +4,698 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,888 shares; 2025Q2: 38,998 shares; 2025Q3: 56,870 shares; 2025Q4: 84,458 shares 84,458 $4.01M 0.02% +27,588 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: 17,909 shares; 2024Q4: 29,190 shares; 2025Q1: 30,929 shares; 2025Q2: 37,994 shares; 2025Q3: 41,503 shares; 2025Q4: 39,722 shares 39,722 $4M 0.02% -1,781 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,097 shares; 2024Q4: 86,937 shares; 2025Q1: 88,728 shares; 2025Q2: 116,753 shares; 2025Q3: 117,765 shares; 2025Q4: 118,970 shares 118,970 $3.98M 0.02% +1,205 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: 7,490 shares; 2024Q4: 7,550 shares; 2025Q1: 6,228 shares; 2025Q2: 16,499 shares; 2025Q3: 17,307 shares; 2025Q4: 18,626 shares 18,626 $3.95M 0.02% +1,319 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 9,416 shares; 2025Q1: 9,948 shares; 2025Q2: 11,449 shares; 2025Q3: 12,859 shares; 2025Q4: 11,709 shares 11,709 $3.95M 0.02% -1,150 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 3,026 shares; 2025Q1: 3,439 shares; 2025Q2: 4,831 shares; 2025Q3: 5,182 shares; 2025Q4: 4,341 shares 4,341 $3.94M 0.02% -841 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,212 shares; 2024Q4: 11,043 shares; 2025Q1: 12,884 shares; 2025Q2: 14,465 shares; 2025Q3: 16,384 shares; 2025Q4: 19,139 shares 19,139 $3.93M 0.02% +2,755 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 5,667 shares; 2025Q1: 8,180 shares; 2025Q2: 12,127 shares; 2025Q3: 14,025 shares; 2025Q4: 18,350 shares 18,350 $3.93M 0.02% +4,325 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: 25,944 shares; 2024Q4: 51,700 shares; 2025Q1: 60,192 shares; 2025Q2: 76,234 shares; 2025Q3: 81,112 shares; 2025Q4: 77,414 shares 77,414 $3.93M 0.02% -3,698 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,733 shares; 2024Q4: 26,176 shares; 2025Q1: 27,398 shares; 2025Q2: 46,217 shares; 2025Q3: 54,395 shares; 2025Q4: 85,507 shares 85,507 $3.92M 0.02% +31,112 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,624 shares; 2025Q4: 57,277 shares 57,277 $3.92M 0.02% +1,653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,700 shares; 2025Q3: 14,588 shares; 2025Q4: 72,684 shares 72,684 $3.91M 0.02% +58,096 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: 17,558 shares; 2024Q4: 18,971 shares; 2025Q1: 31,492 shares; 2025Q2: 39,968 shares; 2025Q3: 35,414 shares; 2025Q4: 188,978 shares 188,978 $3.9M 0.02% +153,564 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 44,258 shares; 2025Q1: 48,330 shares; 2025Q2: 48,622 shares; 2025Q3: 47,426 shares; 2025Q4: 48,770 shares 48,770 $3.89M 0.02% +1,344 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: 6,815 shares; 2024Q4: 9,959 shares; 2025Q1: 12,471 shares; 2025Q2: 12,636 shares; 2025Q3: 12,767 shares; 2025Q4: 16,178 shares 16,178 $3.89M 0.02% +3,411 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: 13,328 shares; 2024Q4: 73,553 shares; 2025Q1: 83,801 shares; 2025Q2: 86,054 shares; 2025Q3: 86,815 shares; 2025Q4: 100,819 shares 100,819 $3.89M 0.02% +14,004 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,531 shares; 2024Q4: 66,085 shares; 2025Q1: 51,886 shares; 2025Q2: 92,197 shares; 2025Q3: 109,550 shares; 2025Q4: 167,953 shares 167,953 $3.88M 0.02% +58,403 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,837 shares; 2025Q2: 10,773 shares; 2025Q3: 11,712 shares; 2025Q4: 46,331 shares 46,331 $3.87M 0.02% +34,619 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,554 shares; 2025Q4: 87,017 shares 87,017 $3.87M 0.02% +8,463 Timeline BSCT 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: 25,703 shares; 2024Q4: 30,687 shares; 2025Q1: 32,674 shares; 2025Q2: 86,222 shares; 2025Q3: 88,351 shares; 2025Q4: 204,859 shares 204,859 $3.86M 0.02% +116,508 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 11,547 shares; 2025Q1: 11,915 shares; 2025Q2: 12,629 shares; 2025Q3: 13,299 shares; 2025Q4: 13,984 shares 13,984 $3.86M 0.02% +685 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 8,990 shares; 2025Q3: 13,256 shares; 2025Q4: 111,237 shares 111,237 $3.85M 0.02% +97,981 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: 15,553 shares; 2024Q4: 22,582 shares; 2025Q1: 27,176 shares; 2025Q2: 33,304 shares; 2025Q3: 43,101 shares; 2025Q4: 44,530 shares 44,530 $3.84M 0.02% +1,429 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 122,054 shares; 2025Q1: 117,349 shares; 2025Q2: 122,809 shares; 2025Q3: 136,370 shares; 2025Q4: 171,450 shares 171,450 $3.83M 0.02% +35,080 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: 32,877 shares; 2024Q4: 46,819 shares; 2025Q1: 59,060 shares; 2025Q2: 84,449 shares; 2025Q3: 100,885 shares; 2025Q4: 97,902 shares 97,902 $3.83M 0.02% -2,983 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,056 shares; 2024Q4: 100,251 shares; 2025Q1: 96,727 shares; 2025Q2: 105,980 shares; 2025Q3: 110,483 shares; 2025Q4: 103,554 shares 103,554 $3.81M 0.02% -6,929 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: 2,928 shares; 2025Q2: 17,930 shares; 2025Q3: 20,194 shares; 2025Q4: 22,354 shares 22,354 $3.79M 0.02% +2,160 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,314 shares; 2024Q4: 81,363 shares; 2025Q1: 80,543 shares; 2025Q2: 98,503 shares; 2025Q3: 98,837 shares; 2025Q4: 99,822 shares 99,822 $3.77M 0.02% +985 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,422 shares; 2024Q4: 28,288 shares; 2025Q1: 31,138 shares; 2025Q2: 33,036 shares; 2025Q3: 36,510 shares; 2025Q4: 41,445 shares 41,445 $3.76M 0.02% +4,935 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: 1,942 shares; 2024Q4: 5,382 shares; 2025Q1: 6,122 shares; 2025Q2: 3,850 shares; 2025Q3: 3,466 shares; 2025Q4: 4,853 shares 4,853 $3.75M 0.02% +1,387 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,037 shares; 2024Q4: 35,019 shares; 2025Q1: 33,475 shares; 2025Q2: 30,643 shares; 2025Q3: 46,754 shares; 2025Q4: 30,433 shares 30,433 $3.74M 0.02% -16,321 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 7,148 shares; 2025Q1: 9,030 shares; 2025Q2: 9,282 shares; 2025Q3: 11,909 shares; 2025Q4: 13,417 shares 13,417 $3.7M 0.02% +1,508 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,036 shares; 2025Q4: 36,405 shares 36,405 $3.67M 0.02% +34,369 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: 8,912 shares; 2024Q4: 22,591 shares; 2025Q1: 49,267 shares; 2025Q2: 66,111 shares; 2025Q3: 79,270 shares; 2025Q4: 81,629 shares 81,629 $3.65M 0.02% +2,359 Timeline XLG 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: 60,939 shares; 2024Q4: 53,108 shares; 2025Q1: 50,768 shares; 2025Q2: 48,620 shares; 2025Q3: 58,018 shares; 2025Q4: 63,204 shares 63,204 $3.65M 0.02% +5,186 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 41,836 shares; 2025Q1: 45,835 shares; 2025Q2: 50,158 shares; 2025Q3: 51,394 shares; 2025Q4: 52,991 shares 52,991 $3.64M 0.02% +1,597 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 30,977 shares; 2025Q1: 32,647 shares; 2025Q2: 43,192 shares; 2025Q3: 46,838 shares; 2025Q4: 46,264 shares 46,264 $3.64M 0.02% -574 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: 4,421 shares; 2024Q4: 5,734 shares; 2025Q1: 8,680 shares; 2025Q2: 11,336 shares; 2025Q3: 11,857 shares; 2025Q4: 16,291 shares 16,291 $3.64M 0.02% +4,434 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,413 shares; 2024Q4: 37,832 shares; 2025Q1: 41,124 shares; 2025Q2: 50,765 shares; 2025Q3: 48,455 shares; 2025Q4: 45,593 shares 45,593 $3.63M 0.02% -2,862 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: 36,617 shares; 2024Q4: 43,388 shares; 2025Q1: 55,398 shares; 2025Q2: 22,919 shares; 2025Q3: 17,104 shares; 2025Q4: 18,784 shares 18,784 $3.63M 0.02% +1,680 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,788 shares; 2024Q4: 21,081 shares; 2025Q1: 29,201 shares; 2025Q2: 52,054 shares; 2025Q3: 57,687 shares; 2025Q4: 130,667 shares 130,667 $3.63M 0.02% +72,980 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: 7,100 shares; 2024Q4: 8,893 shares; 2025Q1: 10,225 shares; 2025Q2: 12,968 shares; 2025Q3: 14,450 shares; 2025Q4: 16,740 shares 16,740 $3.62M 0.02% +2,290 Timeline ZROZ 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: 36,973 shares; 2025Q1: 42,858 shares; 2025Q2: 43,090 shares; 2025Q3: 49,716 shares; 2025Q4: 55,904 shares 55,904 $3.59M 0.02% +6,188 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 17,878 shares; 2025Q1: 17,808 shares; 2025Q2: 18,441 shares; 2025Q3: 19,023 shares; 2025Q4: 21,006 shares 21,006 $3.59M 0.02% +1,983 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,228 shares; 2025Q1: 39,655 shares; 2025Q2: 42,870 shares; 2025Q3: 44,254 shares; 2025Q4: 45,017 shares 45,017 $3.58M 0.02% +763 Timeline IEF 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: 9,894 shares; 2024Q4: 15,935 shares; 2025Q1: 20,455 shares; 2025Q2: 30,070 shares; 2025Q3: 34,178 shares; 2025Q4: 37,252 shares 37,252 $3.57M 0.02% +3,074 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 9,479 shares; 2025Q1: 12,433 shares; 2025Q2: 16,342 shares; 2025Q3: 17,788 shares; 2025Q4: 19,634 shares 19,634 $3.57M 0.02% +1,846 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,513 shares; 2024Q4: 34,425 shares; 2025Q1: 34,796 shares; 2025Q2: 35,729 shares; 2025Q3: 35,672 shares; 2025Q4: 35,296 shares 35,296 $3.56M 0.02% -376 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 9,336 shares; 2025Q1: 10,065 shares; 2025Q2: 9,430 shares; 2025Q3: 14,906 shares; 2025Q4: 17,129 shares 17,129 $3.56M 0.02% +2,223 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,536 shares; 2025Q1: 5,834 shares; 2025Q2: 5,642 shares; 2025Q3: 6,436 shares; 2025Q4: 6,252 shares 6,252 $3.55M 0.02% -184 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 34,549 shares; 2025Q1: 35,147 shares; 2025Q2: 34,388 shares; 2025Q3: 67,649 shares; 2025Q4: 64,879 shares 64,879 $3.51M 0.02% -2,770 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 27,516 shares; 2025Q1: 23,508 shares; 2025Q2: 29,198 shares; 2025Q3: 34,292 shares; 2025Q4: 35,127 shares 35,127 $3.5M 0.02% +835 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 2,974 shares; 2025Q1: 11,385 shares; 2025Q2: 11,139 shares; 2025Q3: 15,293 shares; 2025Q4: 24,724 shares 24,724 $3.49M 0.02% +9,431 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 7,632 shares; 2025Q1: 9,599 shares; 2025Q2: 10,151 shares; 2025Q3: 9,908 shares; 2025Q4: 19,300 shares 19,300 $3.49M 0.02% +9,392 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: 14,721 shares; 2024Q4: 20,067 shares; 2025Q1: 21,770 shares; 2025Q2: 78,782 shares; 2025Q3: 87,961 shares; 2025Q4: 86,877 shares 86,877 $3.48M 0.02% -1,084 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,824 shares; 2024Q4: 276,824 shares; 2025Q1: 334,674 shares; 2025Q2: 330,674 shares; 2025Q3: 360,865 shares; 2025Q4: 371,034 shares 371,034 $3.48M 0.02% +10,169 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 2,147 shares; 2025Q1: 1,767 shares; 2025Q2: 2,055 shares; 2025Q3: 2,520 shares; 2025Q4: 2,636 shares 2,636 $3.47M 0.02% +116 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: 7,461 shares; 2024Q4: 11,101 shares; 2025Q1: 15,359 shares; 2025Q2: 17,245 shares; 2025Q3: 22,488 shares; 2025Q4: 17,825 shares 17,825 $3.45M 0.02% -4,663 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 4,423 shares; 2025Q1: 9,056 shares; 2025Q2: 10,065 shares; 2025Q3: 12,686 shares; 2025Q4: 31,357 shares 31,357 $3.43M 0.02% +18,671 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: 13,328 shares; 2024Q4: 15,686 shares; 2025Q1: 17,539 shares; 2025Q2: 18,552 shares; 2025Q3: 21,708 shares; 2025Q4: 21,209 shares 21,209 $3.42M 0.02% -499 Timeline FBCV 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: 93,225 shares; 2024Q4: 93,225 shares; 2025Q1: 93,276 shares; 2025Q2: 93,276 shares; 2025Q3: 94,114 shares; 2025Q4: 95,846 shares 95,846 $3.42M 0.02% +1,732 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 66,522 shares; 2025Q1: 75,460 shares; 2025Q2: 64,558 shares; 2025Q3: 66,286 shares; 2025Q4: 79,712 shares 79,712 $3.41M 0.02% +13,426 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 12,922 shares; 2025Q1: 13,576 shares; 2025Q2: 16,358 shares; 2025Q3: 17,986 shares; 2025Q4: 20,345 shares 20,345 $3.41M 0.02% +2,359 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: 61,766 shares; 2024Q4: 57,669 shares; 2025Q1: 63,379 shares; 2025Q2: 55,046 shares; 2025Q3: 54,180 shares; 2025Q4: 45,244 shares 45,244 $3.39M 0.02% -8,936 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: 15,033 shares; 2024Q4: 17,822 shares; 2025Q1: 18,132 shares; 2025Q2: 24,807 shares; 2025Q3: 27,209 shares; 2025Q4: 30,910 shares 30,910 $3.38M 0.02% +3,701 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,552 shares; 2024Q4: 14,968 shares; 2025Q1: 16,004 shares; 2025Q2: 42,399 shares; 2025Q3: 62,692 shares; 2025Q4: 134,105 shares 134,105 $3.38M 0.02% +71,413 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: 8,512 shares; 2024Q4: 16,636 shares; 2025Q1: 18,613 shares; 2025Q2: 28,018 shares; 2025Q3: 26,663 shares; 2025Q4: 24,599 shares 24,599 $3.34M 0.02% -2,064 Timeline HYEM 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: 11,898 shares; 2024Q4: 26,835 shares; 2025Q1: 38,682 shares; 2025Q2: 78,070 shares; 2025Q3: 159,229 shares; 2025Q4: 167,240 shares 167,240 $3.33M 0.02% +8,011 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: 11,753 shares; 2024Q4: 15,331 shares; 2025Q1: 12,883 shares; 2025Q2: 13,195 shares; 2025Q3: 16,598 shares; 2025Q4: 40,774 shares 40,774 $3.29M 0.02% +24,176 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 5,618 shares; 2025Q1: 4,020 shares; 2025Q2: 6,939 shares; 2025Q3: 6,930 shares; 2025Q4: 11,554 shares 11,554 $3.29M 0.02% +4,624 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,309 shares; 2025Q1: 3,248 shares; 2025Q2: 6,563 shares; 2025Q3: 7,604 shares; 2025Q4: 26,878 shares 26,878 $3.27M 0.02% +19,274 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: 174 shares; 2024Q4: 234 shares; 2025Q1: 227 shares; 2025Q2: 579 shares; 2025Q3: 1,059 shares; 2025Q4: 971 shares 971 $3.27M 0.02% -88 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,607 shares; 2025Q1: 3,338 shares; 2025Q2: 11,113 shares; 2025Q3: 10,746 shares; 2025Q4: 11,434 shares 11,434 $3.27M 0.02% +688 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,944 shares; 2024Q4: 12,097 shares; 2025Q1: 16,557 shares; 2025Q2: 26,396 shares; 2025Q3: 30,590 shares; 2025Q4: 37,294 shares 37,294 $3.26M 0.02% +6,704 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,132 shares; 2025Q4: 516,757 shares 516,757 $3.26M 0.02% +500,625 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: 6,072 shares; 2024Q4: 7,044 shares; 2025Q1: 6,821 shares; 2025Q2: 12,623 shares; 2025Q3: 13,478 shares; 2025Q4: 14,564 shares 14,564 $3.25M 0.02% +1,086 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 6,851 shares; 2025Q1: 7,666 shares; 2025Q2: 10,108 shares; 2025Q3: 9,479 shares; 2025Q4: 15,516 shares 15,516 $3.25M 0.02% +6,037 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,801 shares; 2025Q4: 131,159 shares 131,159 $3.24M 0.02% +122,358 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: 9,142 shares; 2024Q4: 13,777 shares; 2025Q1: 15,014 shares; 2025Q2: 15,209 shares; 2025Q3: 15,749 shares; 2025Q4: 19,211 shares 19,211 $3.24M 0.02% +3,462 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: 17,192 shares; 2024Q4: 22,467 shares; 2025Q1: 28,277 shares; 2025Q2: 41,117 shares; 2025Q3: 44,769 shares; 2025Q4: 46,578 shares 46,578 $3.24M 0.02% +1,809 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 5,275 shares; 2025Q1: 5,295 shares; 2025Q2: 5,357 shares; 2025Q3: 18,018 shares; 2025Q4: 19,267 shares 19,267 $3.23M 0.02% +1,249 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: 2,350 shares; 2024Q4: 3,546 shares; 2025Q1: 4,290 shares; 2025Q2: 9,309 shares; 2025Q3: 10,610 shares; 2025Q4: 11,310 shares 11,310 $3.23M 0.02% +700 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: 5,965 shares; 2024Q4: 9,582 shares; 2025Q1: 16,523 shares; 2025Q2: 21,966 shares; 2025Q3: 24,926 shares; 2025Q4: 31,336 shares 31,336 $3.22M 0.02% +6,410 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,063 shares; 2024Q4: 48,111 shares; 2025Q1: 44,662 shares; 2025Q2: 88,047 shares; 2025Q3: 146,756 shares; 2025Q4: 273,355 shares 273,355 $3.21M 0.02% +126,599 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 11,406 shares; 2025Q1: 8,560 shares; 2025Q2: 8,797 shares; 2025Q3: 12,552 shares; 2025Q4: 22,654 shares 22,654 $3.2M 0.02% +10,102 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,744 shares; 2024Q4: 86,108 shares; 2025Q1: 65,482 shares; 2025Q2: 63,781 shares; 2025Q3: 67,030 shares; 2025Q4: 52,298 shares 52,298 $3.2M 0.02% -14,732 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 9,684 shares; 2025Q1: 10,263 shares; 2025Q2: 19,108 shares; 2025Q3: 20,421 shares; 2025Q4: 22,979 shares 22,979 $3.17M 0.02% +2,558 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 7,465 shares; 2025Q1: 9,707 shares; 2025Q2: 9,093 shares; 2025Q3: 10,882 shares; 2025Q4: 17,454 shares 17,454 $3.16M 0.02% +6,572 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,370 shares; 2025Q1: 17,193 shares; 2025Q2: 19,680 shares; 2025Q3: 16,763 shares; 2025Q4: 77,595 shares 77,595 $3.13M 0.02% +60,832 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,690 shares; 2024Q4: 130,778 shares; 2025Q1: 148,084 shares; 2025Q2: 159,276 shares; 2025Q3: 121,035 shares; 2025Q4: 114,775 shares 114,775 $3.12M 0.02% -6,260 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: 8,641 shares; 2024Q4: 27,202 shares; 2025Q1: 28,420 shares; 2025Q2: 11,912 shares; 2025Q3: 15,985 shares; 2025Q4: 21,288 shares 21,288 $3.12M 0.02% +5,303 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,955 shares; 2024Q4: 19,812 shares; 2025Q1: 25,530 shares; 2025Q2: 28,342 shares; 2025Q3: 28,600 shares; 2025Q4: 28,638 shares 28,638 $3.11M 0.02% +38 Timeline AUSF 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: 20,138 shares; 2024Q4: 30,931 shares; 2025Q1: 42,926 shares; 2025Q2: 55,118 shares; 2025Q3: 55,860 shares; 2025Q4: 66,638 shares 66,638 $3.1M 0.02% +10,778 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN 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: 224,817 shares 224,817 $3.1M 0.02% new 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: 137,503 shares; 2024Q4: 170,303 shares; 2025Q1: 148,277 shares; 2025Q2: 157,307 shares; 2025Q3: 182,989 shares; 2025Q4: 235,535 shares 235,535 $3.09M 0.02% +52,546 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,172 shares 59,172 $3.08M 0.02% new Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,239 shares 48,239 $3.08M 0.02% new Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,939 shares 48,939 $3.07M 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 6,043 shares; 2025Q1: 7,941 shares; 2025Q2: 20,557 shares; 2025Q3: 22,027 shares; 2025Q4: 24,810 shares 24,810 $3.07M 0.02% +2,783 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: 14,524 shares; 2024Q4: 58,769 shares; 2025Q1: 56,540 shares; 2025Q2: 58,504 shares; 2025Q3: 52,166 shares; 2025Q4: 47,115 shares 47,115 $3.06M 0.02% -5,051 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,759 shares 46,759 $3.06M 0.02% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,721 shares; 2024Q4: 24,693 shares; 2025Q1: 29,259 shares; 2025Q2: 33,643 shares; 2025Q3: 123,433 shares; 2025Q4: 262,671 shares 262,671 $3.05M 0.02% +139,238 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: 26,547 shares; 2024Q4: 36,067 shares; 2025Q1: 36,220 shares; 2025Q2: 38,940 shares; 2025Q3: 41,078 shares; 2025Q4: 46,974 shares 46,974 $3.04M 0.02% +5,896 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,341 shares; 2024Q4: 256,304 shares; 2025Q1: 253,148 shares; 2025Q2: 264,379 shares; 2025Q3: 271,303 shares; 2025Q4: 278,083 shares 278,083 $3.03M 0.02% +6,780 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,703 shares 79,703 $3.03M 0.02% new Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,419 shares; 2025Q1: 34,226 shares; 2025Q2: 58,789 shares; 2025Q3: 80,159 shares; 2025Q4: 129,272 shares 129,272 $3.02M 0.02% +49,113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,934 shares; 2025Q4: 11,591 shares 11,591 $3.01M 0.02% +1,657 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: 4,773 shares; 2024Q4: 6,719 shares; 2025Q1: 7,493 shares; 2025Q2: 10,821 shares; 2025Q3: 11,963 shares; 2025Q4: 14,764 shares 14,764 $3M 0.02% +2,801 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: 17,703 shares; 2024Q4: 55,661 shares; 2025Q1: 54,187 shares; 2025Q2: 78,785 shares; 2025Q3: 92,261 shares; 2025Q4: 117,697 shares 117,697 $3M 0.02% +25,436 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 14,530 shares; 2025Q1: 11,709 shares; 2025Q2: 18,481 shares; 2025Q3: 16,420 shares; 2025Q4: 37,117 shares 37,117 $3M 0.02% +20,697 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,425 shares; 2024Q4: 12,499 shares; 2025Q1: 10,651 shares; 2025Q2: 16,335 shares; 2025Q3: 28,244 shares; 2025Q4: 27,296 shares 27,296 $2.99M 0.02% -948 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 23,919 shares; 2025Q1: 29,953 shares; 2025Q2: 29,732 shares; 2025Q3: 75,465 shares; 2025Q4: 78,931 shares 78,931 $2.99M 0.02% +3,466 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP 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: 48,875 shares; 2025Q4: 270,833 shares 270,833 $2.98M 0.02% +221,958 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,043 shares; 2024Q4: 8,691 shares; 2025Q1: 10,640 shares; 2025Q2: 10,794 shares; 2025Q3: 18,122 shares; 2025Q4: 26,160 shares 26,160 $2.97M 0.02% +8,038 Timeline FCA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,626 shares 102,626 $2.97M 0.02% new Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,836 shares; 2025Q1: 22,338 shares; 2025Q2: 53,863 shares; 2025Q3: 55,952 shares; 2025Q4: 58,690 shares 58,690 $2.97M 0.02% +2,738 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,551 shares; 2025Q1: 40,912 shares; 2025Q2: 64,003 shares; 2025Q3: 46,152 shares; 2025Q4: 60,347 shares 60,347 $2.97M 0.02% +14,195 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: 45,877 shares; 2024Q4: 50,838 shares; 2025Q1: 52,373 shares; 2025Q2: 87,808 shares; 2025Q3: 91,348 shares; 2025Q4: 201,587 shares 201,587 $2.96M 0.02% +110,239 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,021 shares; 2024Q4: 35,269 shares; 2025Q1: 32,524 shares; 2025Q2: 37,626 shares; 2025Q3: 41,409 shares; 2025Q4: 47,516 shares 47,516 $2.95M 0.02% +6,107 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,292 shares; 2024Q4: 34,308 shares; 2025Q1: 36,900 shares; 2025Q2: 41,484 shares; 2025Q3: 61,441 shares; 2025Q4: 67,699 shares 67,699 $2.95M 0.02% +6,258 Timeline SUSA 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: 9,791 shares; 2024Q4: 17,419 shares; 2025Q1: 21,293 shares; 2025Q2: 25,451 shares; 2025Q3: 23,628 shares; 2025Q4: 21,095 shares 21,095 $2.94M 0.02% -2,533 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,570 shares; 2024Q4: 53,495 shares; 2025Q1: 57,948 shares; 2025Q2: 58,251 shares; 2025Q3: 56,598 shares; 2025Q4: 66,548 shares 66,548 $2.94M 0.02% +9,950 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: 3,056 shares; 2024Q4: 3,012 shares; 2025Q1: 11,936 shares; 2025Q2: 24,413 shares; 2025Q3: 29,355 shares; 2025Q4: 31,979 shares 31,979 $2.92M 0.02% +2,624 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 6,931 shares; 2025Q1: 8,318 shares; 2025Q2: 22,423 shares; 2025Q3: 18,962 shares; 2025Q4: 12,586 shares 12,586 $2.92M 0.02% -6,376 Timeline SPMD 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: 13,953 shares; 2025Q2: 48,642 shares; 2025Q3: 49,507 shares; 2025Q4: 50,251 shares 50,251 $2.91M 0.02% +744 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,468 shares; 2024Q4: 59,715 shares; 2025Q1: 71,645 shares; 2025Q2: 67,554 shares; 2025Q3: 90,666 shares; 2025Q4: 67,701 shares 67,701 $2.91M 0.02% -22,965 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM 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: 175,420 shares; 2025Q4: 139,243 shares 139,243 $2.9M 0.02% -36,177 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 4,591 shares; 2025Q1: 4,543 shares; 2025Q2: 5,270 shares; 2025Q3: 5,831 shares; 2025Q4: 5,980 shares 5,980 $2.9M 0.02% +149 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: 17,530 shares; 2024Q4: 35,503 shares; 2025Q1: 41,397 shares; 2025Q2: 66,421 shares; 2025Q3: 79,809 shares; 2025Q4: 109,842 shares 109,842 $2.89M 0.02% +30,033 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: 6,192 shares; 2024Q4: 41,241 shares; 2025Q1: 39,784 shares; 2025Q2: 39,965 shares; 2025Q3: 38,138 shares; 2025Q4: 47,666 shares 47,666 $2.88M 0.02% +9,528 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 2,652 shares; 2025Q1: 2,862 shares; 2025Q2: 3,741 shares; 2025Q3: 3,391 shares; 2025Q4: 3,756 shares 3,756 $2.87M 0.02% +365 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 12,230 shares; 2025Q1: 9,456 shares; 2025Q2: 9,750 shares; 2025Q3: 11,712 shares; 2025Q4: 18,412 shares 18,412 $2.87M 0.02% +6,700 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 7,092 shares; 2025Q1: 9,402 shares; 2025Q2: 17,885 shares; 2025Q3: 18,889 shares; 2025Q4: 18,252 shares 18,252 $2.86M 0.01% -637 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,252 shares; 2024Q4: 95,501 shares; 2025Q1: 99,882 shares; 2025Q2: 127,061 shares; 2025Q3: 136,070 shares; 2025Q4: 216,501 shares 216,501 $2.86M 0.01% +80,431 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: 1,481 shares; 2024Q4: 2,081 shares; 2025Q1: 2,389 shares; 2025Q2: 6,240 shares; 2025Q3: 10,200 shares; 2025Q4: 12,756 shares 12,756 $2.84M 0.01% +2,556 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: 8,347 shares; 2024Q4: 11,661 shares; 2025Q1: 11,698 shares; 2025Q2: 23,914 shares; 2025Q3: 21,181 shares; 2025Q4: 25,332 shares 25,332 $2.83M 0.01% +4,151 Timeline FTSL 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: 18,463 shares; 2024Q4: 12,648 shares; 2025Q1: 16,233 shares; 2025Q2: 15,732 shares; 2025Q3: 15,559 shares; 2025Q4: 61,576 shares 61,576 $2.83M 0.01% +46,017 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 734 shares; 2025Q1: 848 shares; 2025Q2: 1,465 shares; 2025Q3: 1,395 shares; 2025Q4: 1,401 shares 1,401 $2.82M 0.01% +6 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,799 shares; 2024Q4: 30,274 shares; 2025Q1: 28,116 shares; 2025Q2: 30,632 shares; 2025Q3: 34,638 shares; 2025Q4: 39,237 shares 39,237 $2.8M 0.01% +4,599 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: 1,966 shares; 2024Q4: 2,415 shares; 2025Q1: 2,685 shares; 2025Q2: 3,298 shares; 2025Q3: 3,875 shares; 2025Q4: 4,469 shares 4,469 $2.78M 0.01% +594 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 3,376 shares; 2025Q1: 5,728 shares; 2025Q2: 17,053 shares; 2025Q3: 19,262 shares; 2025Q4: 20,572 shares 20,572 $2.76M 0.01% +1,310 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,444 shares; 2024Q4: 27,267 shares; 2025Q1: 139,918 shares; 2025Q2: 150,133 shares; 2025Q3: 76,095 shares; 2025Q4: 156,249 shares 156,249 $2.76M 0.01% +80,154 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,789 shares; 2024Q4: 12,117 shares; 2025Q1: 13,061 shares; 2025Q2: 14,862 shares; 2025Q3: 13,844 shares; 2025Q4: 13,583 shares 13,583 $2.76M 0.01% -261 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: 15,661 shares; 2024Q4: 20,560 shares; 2025Q1: 21,537 shares; 2025Q2: 25,096 shares; 2025Q3: 28,148 shares; 2025Q4: 30,581 shares 30,581 $2.75M 0.01% +2,433 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 11,029 shares; 2025Q1: 12,111 shares; 2025Q2: 20,258 shares; 2025Q3: 22,336 shares; 2025Q4: 27,723 shares 27,723 $2.75M 0.01% +5,387 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: 40,592 shares; 2024Q4: 47,396 shares; 2025Q1: 49,270 shares; 2025Q2: 50,624 shares; 2025Q3: 49,970 shares; 2025Q4: 59,067 shares 59,067 $2.75M 0.01% +9,097 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: 5,023 shares; 2024Q4: 8,439 shares; 2025Q1: 8,897 shares; 2025Q2: 9,742 shares; 2025Q3: 9,706 shares; 2025Q4: 9,906 shares 9,906 $2.74M 0.01% +200 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,483 shares; 2024Q4: 24,516 shares; 2025Q1: 28,565 shares; 2025Q2: 26,100 shares; 2025Q3: 32,530 shares; 2025Q4: 31,915 shares 31,915 $2.73M 0.01% -615 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 7,961 shares; 2025Q1: 12,174 shares; 2025Q2: 12,833 shares; 2025Q3: 13,472 shares; 2025Q4: 13,264 shares 13,264 $2.73M 0.01% -208 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,631 shares; 2025Q1: not reported; 2025Q2: 42,483 shares; 2025Q3: 53,964 shares; 2025Q4: 55,981 shares 55,981 $2.73M 0.01% +2,017 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,017 shares; 2025Q1: 6,671 shares; 2025Q2: 9,472 shares; 2025Q3: 10,845 shares; 2025Q4: 15,678 shares 15,678 $2.71M 0.01% +4,833 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: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,924 shares; 2025Q2: 4,323 shares; 2025Q3: 4,426 shares; 2025Q4: 4,818 shares 4,818 $2.71M 0.01% +392 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: 1,920 shares; 2024Q4: 3,128 shares; 2025Q1: 3,047 shares; 2025Q2: 4,218 shares; 2025Q3: 4,304 shares; 2025Q4: 4,453 shares 4,453 $2.7M 0.01% +149 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: 22,761 shares; 2024Q4: 32,732 shares; 2025Q1: 34,018 shares; 2025Q2: 36,561 shares; 2025Q3: 39,244 shares; 2025Q4: 36,502 shares 36,502 $2.69M 0.01% -2,742 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,289 shares; 2024Q4: 45,764 shares; 2025Q1: 52,322 shares; 2025Q2: 59,623 shares; 2025Q3: 61,668 shares; 2025Q4: 91,029 shares 91,029 $2.67M 0.01% +29,361 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,225 shares; 2025Q1: 9,325 shares; 2025Q2: 10,396 shares; 2025Q3: 9,394 shares; 2025Q4: 7,241 shares 7,241 $2.67M 0.01% -2,153 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 14,028 shares; 2025Q1: 16,828 shares; 2025Q2: 16,265 shares; 2025Q3: 20,535 shares; 2025Q4: 28,132 shares 28,132 $2.65M 0.01% +7,597 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,312 shares 102,312 $2.64M 0.01% new 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: 69,997 shares; 2025Q2: 71,300 shares; 2025Q3: 74,334 shares; 2025Q4: 85,949 shares 85,949 $2.63M 0.01% +11,615 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,000 shares; 2025Q4: 189,584 shares 189,584 $2.62M 0.01% -30,416 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 21,189 shares; 2025Q1: 21,361 shares; 2025Q2: 25,920 shares; 2025Q3: 27,339 shares; 2025Q4: 27,780 shares 27,780 $2.62M 0.01% +441 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 8,149 shares; 2025Q1: 8,047 shares; 2025Q2: 8,738 shares; 2025Q3: 10,683 shares; 2025Q4: 14,132 shares 14,132 $2.61M 0.01% +3,449 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 13,568 shares; 2025Q1: 15,666 shares; 2025Q2: 21,507 shares; 2025Q3: 22,950 shares; 2025Q4: 18,178 shares 18,178 $2.61M 0.01% -4,772 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,875 shares; 2025Q4: 68,010 shares 68,010 $2.61M 0.01% +61,135 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,487 shares; 2025Q1: 26,851 shares; 2025Q2: 29,538 shares; 2025Q3: 28,628 shares; 2025Q4: 29,033 shares 29,033 $2.59M 0.01% +405 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,440 shares; 2024Q4: 65,946 shares; 2025Q1: 121,427 shares; 2025Q2: 137,514 shares; 2025Q3: 161,254 shares; 2025Q4: 136,375 shares 136,375 $2.58M 0.01% -24,879 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,461 shares; 2024Q4: 34,845 shares; 2025Q1: 74,297 shares; 2025Q2: 89,383 shares; 2025Q3: 101,145 shares; 2025Q4: 102,725 shares 102,725 $2.58M 0.01% +1,580 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,462 shares; 2025Q1: 55,856 shares; 2025Q2: 82,341 shares; 2025Q3: 105,907 shares; 2025Q4: 85,211 shares 85,211 $2.58M 0.01% -20,696 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: 3,747 shares; 2024Q4: 10,938 shares; 2025Q1: 16,008 shares; 2025Q2: 16,235 shares; 2025Q3: 16,911 shares; 2025Q4: 22,791 shares 22,791 $2.56M 0.01% +5,880 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,519 shares; 2024Q4: 93,369 shares; 2025Q1: 103,213 shares; 2025Q2: 116,254 shares; 2025Q3: 109,671 shares; 2025Q4: 109,900 shares 109,900 $2.56M 0.01% +229 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: 23,206 shares; 2024Q4: 24,138 shares; 2025Q1: 23,721 shares; 2025Q2: 24,223 shares; 2025Q3: 24,142 shares; 2025Q4: 28,434 shares 28,434 $2.56M 0.01% +4,292 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 6,656 shares; 2025Q1: 7,307 shares; 2025Q2: 8,889 shares; 2025Q3: 9,014 shares; 2025Q4: 10,199 shares 10,199 $2.56M 0.01% +1,185 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: 22,458 shares; 2024Q4: 29,929 shares; 2025Q1: 34,350 shares; 2025Q2: 40,188 shares; 2025Q3: 43,934 shares; 2025Q4: 42,582 shares 42,582 $2.56M 0.01% -1,352 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 3,971 shares; 2025Q1: 5,320 shares; 2025Q2: 9,688 shares; 2025Q3: 10,401 shares; 2025Q4: 11,477 shares 11,477 $2.55M 0.01% +1,076 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: 46,532 shares; 2024Q4: 50,778 shares; 2025Q1: 55,951 shares; 2025Q2: 55,045 shares; 2025Q3: 60,943 shares; 2025Q4: 63,506 shares 63,506 $2.55M 0.01% +2,563 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: 6,186 shares; 2024Q4: 12,070 shares; 2025Q1: 11,485 shares; 2025Q2: 17,727 shares; 2025Q3: 19,835 shares; 2025Q4: 19,705 shares 19,705 $2.54M 0.01% -130 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,890 shares; 2025Q1: 20,987 shares; 2025Q2: 22,916 shares; 2025Q3: 29,102 shares; 2025Q4: 29,929 shares 29,929 $2.53M 0.01% +827 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,784 shares; 2025Q1: 2,066 shares; 2025Q2: not reported; 2025Q3: 1,877 shares; 2025Q4: 11,017 shares 11,017 $2.53M 0.01% +9,140 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: 1,637 shares; 2024Q4: 4,239 shares; 2025Q1: 6,190 shares; 2025Q2: 7,785 shares; 2025Q3: 10,026 shares; 2025Q4: 11,163 shares 11,163 $2.53M 0.01% +1,137 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,363 shares 44,363 $2.52M 0.01% new Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,781 shares; 2025Q1: 89,160 shares; 2025Q2: 117,489 shares; 2025Q3: 116,868 shares; 2025Q4: 114,513 shares 114,513 $2.52M 0.01% -2,355 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: 46,411 shares; 2025Q3: 43,380 shares; 2025Q4: 57,821 shares 57,821 $2.52M 0.01% +14,441 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 23,096 shares; 2025Q1: 18,897 shares; 2025Q2: 24,938 shares; 2025Q3: 30,773 shares; 2025Q4: 31,229 shares 31,229 $2.52M 0.01% +456 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,490 shares; 2024Q4: 10,617 shares; 2025Q1: 17,715 shares; 2025Q2: 22,817 shares; 2025Q3: 21,731 shares; 2025Q4: 17,359 shares 17,359 $2.51M 0.01% -4,372 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 8,906 shares; 2025Q1: 10,443 shares; 2025Q2: 13,660 shares; 2025Q3: 15,830 shares; 2025Q4: 17,589 shares 17,589 $2.51M 0.01% +1,759 Timeline DON 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: 12,763 shares; 2024Q4: 13,040 shares; 2025Q1: 34,531 shares; 2025Q2: 36,774 shares; 2025Q3: 40,575 shares; 2025Q4: 48,520 shares 48,520 $2.5M 0.01% +7,945 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 15,215 shares; 2025Q1: 17,197 shares; 2025Q2: 28,151 shares; 2025Q3: 25,646 shares; 2025Q4: 28,322 shares 28,322 $2.49M 0.01% +2,676 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: 25,472 shares; 2024Q4: 36,105 shares; 2025Q1: 39,310 shares; 2025Q2: 58,277 shares; 2025Q3: 59,762 shares; 2025Q4: 61,596 shares 61,596 $2.49M 0.01% +1,834 Timeline FELC 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: 19,329 shares; 2025Q4: 65,299 shares 65,299 $2.49M 0.01% +45,970 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: 7,360 shares; 2024Q4: 15,491 shares; 2025Q1: 16,510 shares; 2025Q2: 18,792 shares; 2025Q3: 17,832 shares; 2025Q4: 19,334 shares 19,334 $2.49M 0.01% +1,502 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,181 shares; 2024Q4: 22,305 shares; 2025Q1: 25,037 shares; 2025Q2: 30,208 shares; 2025Q3: 29,779 shares; 2025Q4: 30,312 shares 30,312 $2.48M 0.01% +533 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,408 shares; 2025Q1: 12,015 shares; 2025Q2: 12,203 shares; 2025Q3: 62,296 shares; 2025Q4: 201,266 shares 201,266 $2.48M 0.01% +138,970 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,242 shares; 2025Q1: 24,093 shares; 2025Q2: 23,917 shares; 2025Q3: 26,653 shares; 2025Q4: 46,489 shares 46,489 $2.48M 0.01% +19,836 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,211 shares; 2025Q3: 70,995 shares; 2025Q4: 97,040 shares 97,040 $2.47M 0.01% +26,045 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 5,820 shares; 2025Q1: 14,355 shares; 2025Q2: 26,406 shares; 2025Q3: 32,115 shares; 2025Q4: 36,228 shares 36,228 $2.47M 0.01% +4,113 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 23,918 shares; 2025Q1: 18,490 shares; 2025Q2: 20,977 shares; 2025Q3: 25,569 shares; 2025Q4: 25,396 shares 25,396 $2.47M 0.01% -173 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: 44,435 shares; 2024Q4: 53,554 shares; 2025Q1: 54,008 shares; 2025Q2: 69,873 shares; 2025Q3: 57,053 shares; 2025Q4: 70,752 shares 70,752 $2.46M 0.01% +13,699 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,463 shares; 2024Q4: 26,539 shares; 2025Q1: 24,543 shares; 2025Q2: 24,496 shares; 2025Q3: 28,097 shares; 2025Q4: 31,217 shares 31,217 $2.46M 0.01% +3,120 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 3,367 shares; 2025Q1: 3,414 shares; 2025Q2: 8,488 shares; 2025Q3: 8,934 shares; 2025Q4: 7,708 shares 7,708 $2.46M 0.01% -1,226 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,259 shares; 2024Q4: 69,999 shares; 2025Q1: 74,345 shares; 2025Q2: 114,506 shares; 2025Q3: 147,869 shares; 2025Q4: 171,772 shares 171,772 $2.45M 0.01% +23,903 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,645 shares; 2025Q1: 69,056 shares; 2025Q2: 88,937 shares; 2025Q3: 92,737 shares; 2025Q4: 96,819 shares 96,819 $2.45M 0.01% +4,082 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,748 shares; 2025Q3: 21,459 shares; 2025Q4: 27,148 shares 27,148 $2.45M 0.01% +5,689 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: 6,818 shares; 2024Q4: 6,801 shares; 2025Q1: 6,694 shares; 2025Q2: 7,362 shares; 2025Q3: 6,526 shares; 2025Q4: 8,477 shares 8,477 $2.44M 0.01% +1,951 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,644 shares; 2025Q1: 5,647 shares; 2025Q2: 5,959 shares; 2025Q3: 6,523 shares; 2025Q4: 7,344 shares 7,344 $2.44M 0.01% +821 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,143 shares; 2024Q4: 11,225 shares; 2025Q1: 17,682 shares; 2025Q2: 25,218 shares; 2025Q3: 39,859 shares; 2025Q4: 41,506 shares 41,506 $2.44M 0.01% +1,647 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 6,380 shares; 2025Q1: 9,652 shares; 2025Q2: 17,585 shares; 2025Q3: 19,374 shares; 2025Q4: 17,891 shares 17,891 $2.43M 0.01% -1,483 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,312 shares; 2025Q3: 30,955 shares; 2025Q4: 34,663 shares 34,663 $2.43M 0.01% +3,708 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: 14,777 shares; 2025Q1: 14,542 shares; 2025Q2: 20,710 shares; 2025Q3: 21,146 shares; 2025Q4: 23,317 shares 23,317 $2.43M 0.01% +2,171 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,726 shares; 2024Q4: 40,397 shares; 2025Q1: 46,206 shares; 2025Q2: 60,569 shares; 2025Q3: 64,374 shares; 2025Q4: 60,947 shares 60,947 $2.42M 0.01% -3,427 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: 19,754 shares; 2024Q4: 21,006 shares; 2025Q1: 22,067 shares; 2025Q2: 28,973 shares; 2025Q3: 36,578 shares; 2025Q4: 66,468 shares 66,468 $2.41M 0.01% +29,890 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: 11,492 shares; 2025Q1: 11,525 shares; 2025Q2: 14,105 shares; 2025Q3: 14,660 shares; 2025Q4: 15,010 shares 15,010 $2.39M 0.01% +350 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,534 shares; 2025Q1: 70,656 shares; 2025Q2: 74,375 shares; 2025Q3: 77,163 shares; 2025Q4: 76,606 shares 76,606 $2.38M 0.01% -557 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: 17,633 shares; 2024Q4: 17,426 shares; 2025Q1: 17,177 shares; 2025Q2: 24,040 shares; 2025Q3: 23,961 shares; 2025Q4: 39,445 shares 39,445 $2.38M 0.01% +15,484 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 18,997 shares; 2025Q1: 21,713 shares; 2025Q2: 22,379 shares; 2025Q3: 39,629 shares; 2025Q4: 37,090 shares 37,090 $2.38M 0.01% -2,539 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: 2,340 shares; 2024Q4: 2,268 shares; 2025Q1: 2,813 shares; 2025Q2: 6,914 shares; 2025Q3: 7,980 shares; 2025Q4: 10,544 shares 10,544 $2.38M 0.01% +2,564 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,048 shares; 2024Q4: 22,629 shares; 2025Q1: 31,227 shares; 2025Q2: 52,011 shares; 2025Q3: 56,321 shares; 2025Q4: 65,011 shares 65,011 $2.37M 0.01% +8,690 Timeline JHMU JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,862 shares; 2025Q1: 74,730 shares; 2025Q2: 76,365 shares; 2025Q3: 83,221 shares; 2025Q4: 90,393 shares 90,393 $2.36M 0.01% +7,172 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: 8,399 shares; 2024Q4: 11,583 shares; 2025Q1: 9,277 shares; 2025Q2: 9,267 shares; 2025Q3: 11,342 shares; 2025Q4: 15,625 shares 15,625 $2.36M 0.01% +4,283 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 3,022 shares; 2025Q1: 3,551 shares; 2025Q2: 3,505 shares; 2025Q3: 4,694 shares; 2025Q4: 9,768 shares 9,768 $2.36M 0.01% +5,074 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,778 shares; 2024Q4: not reported; 2025Q1: 27,692 shares; 2025Q2: 57,584 shares; 2025Q3: 85,205 shares; 2025Q4: 146,093 shares 146,093 $2.35M 0.01% +60,888 Timeline NUMV 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: 7,136 shares; 2024Q4: 18,604 shares; 2025Q1: 17,566 shares; 2025Q2: 17,566 shares; 2025Q3: 17,356 shares; 2025Q4: 60,120 shares 60,120 $2.35M 0.01% +42,764 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,830 shares 28,830 $2.35M 0.01% new 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: 3,768 shares; 2024Q4: 4,302 shares; 2025Q1: 5,083 shares; 2025Q2: 6,816 shares; 2025Q3: 7,528 shares; 2025Q4: 9,639 shares 9,639 $2.35M 0.01% +2,111 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: 3,828 shares; 2024Q4: 10,260 shares; 2025Q1: 10,593 shares; 2025Q2: 18,062 shares; 2025Q3: 18,750 shares; 2025Q4: 15,617 shares 15,617 $2.34M 0.01% -3,133 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,160 shares; 2024Q4: 20,019 shares; 2025Q1: 19,763 shares; 2025Q2: 18,781 shares; 2025Q3: 27,839 shares; 2025Q4: 30,963 shares 30,963 $2.34M 0.01% +3,124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,472 shares 34,472 $2.33M 0.01% new 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: 13,929 shares; 2024Q4: 20,184 shares; 2025Q1: 19,803 shares; 2025Q2: 21,228 shares; 2025Q3: 22,786 shares; 2025Q4: 22,757 shares 22,757 $2.33M 0.01% -29 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: 3,125 shares; 2024Q4: 4,261 shares; 2025Q1: 4,306 shares; 2025Q2: 4,457 shares; 2025Q3: 4,531 shares; 2025Q4: 5,966 shares 5,966 $2.32M 0.01% +1,435 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,366 shares; 2024Q4: 37,142 shares; 2025Q1: 37,295 shares; 2025Q2: 51,318 shares; 2025Q3: 60,934 shares; 2025Q4: 68,232 shares 68,232 $2.31M 0.01% +7,298 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: 5,055 shares; 2025Q1: 14,118 shares; 2025Q2: 16,327 shares; 2025Q3: 18,045 shares; 2025Q4: 18,562 shares 18,562 $2.31M 0.01% +517 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,241 shares; 2025Q2: 14,772 shares; 2025Q3: 16,805 shares; 2025Q4: 20,353 shares 20,353 $2.3M 0.01% +3,548 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,424 shares; 2025Q2: 35,235 shares; 2025Q3: 48,000 shares; 2025Q4: 65,219 shares 65,219 $2.3M 0.01% +17,219 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 4,199 shares; 2025Q1: 4,941 shares; 2025Q2: 15,338 shares; 2025Q3: 15,964 shares; 2025Q4: 18,084 shares 18,084 $2.29M 0.01% +2,120 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,546 shares; 2025Q1: 13,754 shares; 2025Q2: 14,836 shares; 2025Q3: 12,877 shares; 2025Q4: 17,338 shares 17,338 $2.28M 0.01% +4,461 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,905 shares; 2024Q4: 19,248 shares; 2025Q1: 22,967 shares; 2025Q2: 31,641 shares; 2025Q3: 35,255 shares; 2025Q4: 34,951 shares 34,951 $2.27M 0.01% -304 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,202 shares; 2025Q4: 89,311 shares 89,311 $2.27M 0.01% +11,109 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,112 shares; 2024Q4: 49,467 shares; 2025Q1: 47,143 shares; 2025Q2: 49,165 shares; 2025Q3: 47,916 shares; 2025Q4: 47,257 shares 47,257 $2.25M 0.01% -659 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 5,767 shares; 2025Q1: 6,556 shares; 2025Q2: 8,571 shares; 2025Q3: 9,142 shares; 2025Q4: 10,003 shares 10,003 $2.25M 0.01% +861 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS 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: 112,446 shares 112,446 $2.23M 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,092 shares; 2025Q1: 17,588 shares; 2025Q2: 22,239 shares; 2025Q3: 26,654 shares; 2025Q4: 28,063 shares 28,063 $2.22M 0.01% +1,409 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: 19,312 shares; 2024Q4: 19,981 shares; 2025Q1: 22,010 shares; 2025Q2: 37,276 shares; 2025Q3: 39,375 shares; 2025Q4: 43,294 shares 43,294 $2.21M 0.01% +3,919 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: 14,774 shares; 2024Q4: 55,014 shares; 2025Q1: 62,507 shares; 2025Q2: 7,577 shares; 2025Q3: 7,423 shares; 2025Q4: 23,592 shares 23,592 $2.2M 0.01% +16,169 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: 18,826 shares; 2024Q4: 20,229 shares; 2025Q1: 25,044 shares; 2025Q2: 30,929 shares; 2025Q3: 33,354 shares; 2025Q4: 34,484 shares 34,484 $2.2M 0.01% +1,130 Timeline VGSH 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: 18,082 shares; 2024Q4: 16,905 shares; 2025Q1: 12,356 shares; 2025Q2: 41,126 shares; 2025Q3: 37,861 shares; 2025Q4: 37,582 shares 37,582 $2.2M 0.01% -279 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,037 shares; 2024Q4: 56,007 shares; 2025Q1: 30,985 shares; 2025Q2: 30,417 shares; 2025Q3: 33,220 shares; 2025Q4: 28,176 shares 28,176 $2.19M 0.01% -5,044 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,140 shares; 2025Q3: 29,577 shares; 2025Q4: 96,277 shares 96,277 $2.19M 0.01% +66,700 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,747 shares; 2024Q4: 62,417 shares; 2025Q1: 80,353 shares; 2025Q2: 112,810 shares; 2025Q3: 118,313 shares; 2025Q4: 124,402 shares 124,402 $2.18M 0.01% +6,089 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 6,852 shares; 2025Q1: 6,565 shares; 2025Q2: 7,803 shares; 2025Q3: 6,886 shares; 2025Q4: 8,622 shares 8,622 $2.18M 0.01% +1,736 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 15,768 shares; 2025Q1: 16,363 shares; 2025Q2: 18,080 shares; 2025Q3: 17,838 shares; 2025Q4: 17,827 shares 17,827 $2.16M 0.01% -11 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,710 shares; 2024Q4: 33,317 shares; 2025Q1: 36,688 shares; 2025Q2: 44,691 shares; 2025Q3: 48,053 shares; 2025Q4: 46,254 shares 46,254 $2.15M 0.01% -1,799 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,368 shares; 2024Q4: 23,397 shares; 2025Q1: 51,904 shares; 2025Q2: 59,998 shares; 2025Q3: 64,444 shares; 2025Q4: 64,074 shares 64,074 $2.14M 0.01% -370 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,443 shares; 2024Q4: 36,386 shares; 2025Q1: 39,411 shares; 2025Q2: 39,594 shares; 2025Q3: 39,598 shares; 2025Q4: 41,107 shares 41,107 $2.14M 0.01% +1,509 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 5,891 shares; 2025Q1: 18,274 shares; 2025Q2: 38,197 shares; 2025Q3: 31,733 shares; 2025Q4: 47,290 shares 47,290 $2.13M 0.01% +15,557 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: 7,708 shares; 2024Q4: 9,687 shares; 2025Q1: 11,697 shares; 2025Q2: 11,109 shares; 2025Q3: 10,500 shares; 2025Q4: 10,692 shares 10,692 $2.12M 0.01% +192 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: 4,664 shares; 2024Q4: 8,160 shares; 2025Q1: 10,760 shares; 2025Q2: 19,559 shares; 2025Q3: 24,067 shares; 2025Q4: 24,873 shares 24,873 $2.12M 0.01% +806 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,104 shares; 2024Q4: 20,826 shares; 2025Q1: 18,713 shares; 2025Q2: 38,478 shares; 2025Q3: 48,184 shares; 2025Q4: 47,992 shares 47,992 $2.12M 0.01% -192 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: 5,564 shares; 2024Q4: 8,556 shares; 2025Q1: 9,245 shares; 2025Q2: 7,644 shares; 2025Q3: 8,136 shares; 2025Q4: 13,253 shares 13,253 $2.11M 0.01% +5,117 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: 1,247 shares; 2024Q4: 2,351 shares; 2025Q1: 4,295 shares; 2025Q2: 5,232 shares; 2025Q3: 5,265 shares; 2025Q4: 5,384 shares 5,384 $2.11M 0.01% +119 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: 4,693 shares; 2025Q1: 35,832 shares; 2025Q2: 22,915 shares; 2025Q3: 31,107 shares; 2025Q4: 45,293 shares 45,293 $2.1M 0.01% +14,186 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,141 shares; 2025Q1: 5,327 shares; 2025Q2: 9,643 shares; 2025Q3: 10,223 shares; 2025Q4: 13,172 shares 13,172 $2.1M 0.01% +2,949 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 6,567 shares; 2025Q1: 6,459 shares; 2025Q2: 8,056 shares; 2025Q3: 8,386 shares; 2025Q4: 9,793 shares 9,793 $2.09M 0.01% +1,407 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: 35,347 shares; 2024Q4: 27,620 shares; 2025Q1: 25,533 shares; 2025Q2: 49,313 shares; 2025Q3: 47,285 shares; 2025Q4: 47,769 shares 47,769 $2.09M 0.01% +484 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 22,212 shares; 2025Q1: 21,976 shares; 2025Q2: 22,359 shares; 2025Q3: 21,869 shares; 2025Q4: 18,235 shares 18,235 $2.09M 0.01% -3,634 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,619 shares; 2025Q1: 6,966 shares; 2025Q2: 17,575 shares; 2025Q3: 16,146 shares; 2025Q4: 16,027 shares 16,027 $2.08M 0.01% -119 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: 16,159 shares; 2024Q4: 17,632 shares; 2025Q1: 18,303 shares; 2025Q2: 24,236 shares; 2025Q3: 24,817 shares; 2025Q4: 26,234 shares 26,234 $2.08M 0.01% +1,417 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,566 shares; 2024Q4: 55,919 shares; 2025Q1: 84,044 shares; 2025Q2: 160,610 shares; 2025Q3: 161,955 shares; 2025Q4: 167,204 shares 167,204 $2.08M 0.01% +5,249 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,346 shares; 2024Q4: 74,356 shares; 2025Q1: 77,909 shares; 2025Q2: 162,254 shares; 2025Q3: 275,031 shares; 2025Q4: 248,197 shares 248,197 $2.07M 0.01% -26,834 RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 11,802 shares; 2025Q1: 24,196 shares; 2025Q2: 27,893 shares; 2025Q3: 28,107 shares; 2025Q4: 32,165 shares 32,165 $2.06M 0.01% +4,058 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: 4,466 shares; 2024Q4: 5,530 shares; 2025Q1: 5,607 shares; 2025Q2: 7,384 shares; 2025Q3: 13,788 shares; 2025Q4: 31,264 shares 31,264 $2.06M 0.01% +17,476 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: not reported; 2024Q4: 23,445 shares; 2025Q1: 17,068 shares; 2025Q2: 31,319 shares; 2025Q3: 33,635 shares; 2025Q4: 35,084 shares 35,084 $2.06M 0.01% +1,449 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 16,814 shares; 2025Q1: 21,948 shares; 2025Q2: 32,421 shares; 2025Q3: 33,096 shares; 2025Q4: 30,573 shares 30,573 $2.05M 0.01% -2,523 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: 804 shares; 2024Q4: 2,112 shares; 2025Q1: 2,312 shares; 2025Q2: 2,693 shares; 2025Q3: 4,150 shares; 2025Q4: 5,211 shares 5,211 $2.05M 0.01% +1,061 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,294 shares; 2025Q4: 57,865 shares 57,865 $2.05M 0.01% +39,571 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,730 shares; 2024Q4: 131,439 shares; 2025Q1: 175,169 shares; 2025Q2: 157,744 shares; 2025Q3: 159,585 shares; 2025Q4: 153,774 shares 153,774 $2.04M 0.01% -5,811 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,830 shares; 2025Q3: 45,980 shares; 2025Q4: 77,190 shares 77,190 $2.03M 0.01% +31,210 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,116 shares; 2024Q4: 41,745 shares; 2025Q1: 44,806 shares; 2025Q2: 53,258 shares; 2025Q3: 57,132 shares; 2025Q4: 53,316 shares 53,316 $2.03M 0.01% -3,816 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 12,044 shares; 2025Q1: 8,918 shares; 2025Q2: 22,043 shares; 2025Q3: 24,793 shares; 2025Q4: 24,638 shares 24,638 $2.03M 0.01% -155 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,538 shares; 2024Q4: 35,920 shares; 2025Q1: 39,221 shares; 2025Q2: 46,197 shares; 2025Q3: 53,205 shares; 2025Q4: 52,940 shares 52,940 $2.03M 0.01% -265 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 14,232 shares; 2025Q1: 13,210 shares; 2025Q2: 15,212 shares; 2025Q3: 13,922 shares; 2025Q4: 13,496 shares 13,496 $2.03M 0.01% -426 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 8,752 shares; 2025Q1: 6,811 shares; 2025Q2: 10,863 shares; 2025Q3: 18,030 shares; 2025Q4: 24,719 shares 24,719 $2.02M 0.01% +6,689 Timeline FSMD 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: 6,841 shares; 2025Q1: 7,127 shares; 2025Q2: 32,341 shares; 2025Q3: 40,741 shares; 2025Q4: 45,837 shares 45,837 $2.02M 0.01% +5,096 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 11,363 shares; 2025Q1: 10,996 shares; 2025Q2: 12,824 shares; 2025Q3: 12,175 shares; 2025Q4: 6,777 shares 6,777 $2.02M 0.01% -5,398 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 7,207 shares; 2025Q1: 9,391 shares; 2025Q2: 10,714 shares; 2025Q3: 12,760 shares; 2025Q4: 15,451 shares 15,451 $2.02M 0.01% +2,691 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,121 shares; 2025Q1: 1,124 shares; 2025Q2: 11,131 shares; 2025Q3: 13,100 shares; 2025Q4: 13,144 shares 13,144 $2.02M 0.01% +44 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,938 shares; 2025Q1: 4,159 shares; 2025Q2: 4,490 shares; 2025Q3: 5,853 shares; 2025Q4: 6,380 shares 6,380 $2.01M 0.01% +527 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 2,048 shares; 2025Q1: 3,187 shares; 2025Q2: 3,193 shares; 2025Q3: 4,984 shares; 2025Q4: 8,103 shares 8,103 $2M 0.01% +3,119 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: 158 shares; 2024Q4: 215 shares; 2025Q1: 348 shares; 2025Q2: 779 shares; 2025Q3: 833 shares; 2025Q4: 929 shares 929 $2M 0.01% +96 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,666 shares; 2025Q2: 45,905 shares; 2025Q3: 49,635 shares; 2025Q4: 67,624 shares 67,624 $1.99M 0.01% +17,989 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 3,089 shares; 2025Q1: 1,381 shares; 2025Q2: 2,277 shares; 2025Q3: 2,764 shares; 2025Q4: 5,123 shares 5,123 $1.98M 0.01% +2,359 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,084 shares; 2025Q1: 6,314 shares; 2025Q2: 6,465 shares; 2025Q3: 6,625 shares; 2025Q4: 6,951 shares 6,951 $1.98M 0.01% +326 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,422 shares; 2025Q2: 43,558 shares; 2025Q3: 45,926 shares; 2025Q4: 49,092 shares 49,092 $1.98M 0.01% +3,166 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,872 shares; 2024Q4: 93,148 shares; 2025Q1: 96,716 shares; 2025Q2: 94,733 shares; 2025Q3: 104,577 shares; 2025Q4: 103,787 shares 103,787 $1.98M 0.01% -790 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: 68,627 shares; 2024Q4: 144,055 shares; 2025Q1: 154,599 shares; 2025Q2: 151,625 shares; 2025Q3: 129,503 shares; 2025Q4: 115,982 shares 115,982 $1.98M 0.01% -13,521 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 7,373 shares; 2025Q1: 7,313 shares; 2025Q2: 14,516 shares; 2025Q3: 14,472 shares; 2025Q4: 15,677 shares 15,677 $1.97M 0.01% +1,205 Timeline EES 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: 34,720 shares; 2024Q4: 33,873 shares; 2025Q1: 34,554 shares; 2025Q2: 34,555 shares; 2025Q3: 34,576 shares; 2025Q4: 34,577 shares 34,577 $1.97M 0.01% +1 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: 16,582 shares; 2024Q4: 24,489 shares; 2025Q1: 23,556 shares; 2025Q2: 33,897 shares; 2025Q3: 34,444 shares; 2025Q4: 36,045 shares 36,045 $1.97M 0.01% +1,601 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,640 shares; 2025Q4: 40,116 shares 40,116 $1.96M 0.01% +29,476 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: 8,229 shares; 2024Q4: 10,838 shares; 2025Q1: 14,968 shares; 2025Q2: 13,448 shares; 2025Q3: 16,369 shares; 2025Q4: 27,206 shares 27,206 $1.96M 0.01% +10,837 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,452 shares; 2025Q1: 14,814 shares; 2025Q2: 25,094 shares; 2025Q3: 26,702 shares; 2025Q4: 29,038 shares 29,038 $1.96M 0.01% +2,336 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: 23,233 shares; 2024Q4: 32,641 shares; 2025Q1: 32,991 shares; 2025Q2: 22,559 shares; 2025Q3: 25,293 shares; 2025Q4: 26,150 shares 26,150 $1.96M 0.01% +857 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 7,461 shares; 2025Q4: 17,755 shares 17,755 $1.96M 0.01% +10,294 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: 6,308 shares; 2024Q4: 7,876 shares; 2025Q1: 9,709 shares; 2025Q2: 13,897 shares; 2025Q3: 16,512 shares; 2025Q4: 20,129 shares 20,129 $1.96M 0.01% +3,617 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: 5,033 shares; 2024Q4: 5,915 shares; 2025Q1: 8,845 shares; 2025Q2: 11,147 shares; 2025Q3: 11,729 shares; 2025Q4: 11,122 shares 11,122 $1.95M 0.01% -607 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: 70,636 shares; 2024Q4: 131,057 shares; 2025Q1: 43,720 shares; 2025Q2: 37,264 shares; 2025Q3: 32,422 shares; 2025Q4: 28,972 shares 28,972 $1.95M 0.01% -3,450 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 19,047 shares; 2025Q1: 22,037 shares; 2025Q2: 28,448 shares; 2025Q3: 29,962 shares; 2025Q4: 30,292 shares 30,292 $1.95M 0.01% +330 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,400 shares; 2025Q2: 23,580 shares; 2025Q3: 31,845 shares; 2025Q4: 55,974 shares 55,974 $1.95M 0.01% +24,129 Timeline JCPI 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: 35,860 shares; 2025Q3: 37,487 shares; 2025Q4: 40,202 shares 40,202 $1.94M 0.01% +2,715 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,230 shares; 2025Q1: 29,689 shares; 2025Q2: 37,792 shares; 2025Q3: 41,501 shares; 2025Q4: 42,638 shares 42,638 $1.94M 0.01% +1,137 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,949 shares; 2024Q4: 24,943 shares; 2025Q1: 10,568 shares; 2025Q2: 28,497 shares; 2025Q3: 32,303 shares; 2025Q4: 46,758 shares 46,758 $1.93M 0.01% +14,455 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: not reported; 2024Q4: 2,045 shares; 2025Q1: 4,510 shares; 2025Q2: 5,500 shares; 2025Q3: 3,140 shares; 2025Q4: 4,321 shares 4,321 $1.93M 0.01% +1,181 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: 4,051 shares; 2024Q4: 8,261 shares; 2025Q1: 11,662 shares; 2025Q2: 11,729 shares; 2025Q3: 12,582 shares; 2025Q4: 14,152 shares 14,152 $1.92M 0.01% +1,570 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,884 shares; 2024Q4: 19,019 shares; 2025Q1: 14,079 shares; 2025Q2: 15,844 shares; 2025Q3: 16,678 shares; 2025Q4: 46,677 shares 46,677 $1.92M 0.01% +29,999 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,606 shares; 2025Q1: 4,643 shares; 2025Q2: 8,156 shares; 2025Q3: 7,324 shares; 2025Q4: 7,501 shares 7,501 $1.92M 0.01% +177 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 1,956 shares; 2025Q1: not reported; 2025Q2: 8,996 shares; 2025Q3: 10,199 shares; 2025Q4: 17,872 shares 17,872 $1.92M 0.01% +7,673 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: 3,070 shares; 2024Q4: 3,757 shares; 2025Q1: 4,053 shares; 2025Q2: 8,343 shares; 2025Q3: 9,594 shares; 2025Q4: 12,840 shares 12,840 $1.91M 0.01% +3,246 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,343 shares; 2025Q1: not reported; 2025Q2: 21,685 shares; 2025Q3: 15,856 shares; 2025Q4: 33,528 shares 33,528 $1.91M 0.01% +17,672 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: 25,497 shares 25,497 $1.91M 0.01% +22,577 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 8,652 shares; 2025Q1: 23,805 shares; 2025Q2: 42,100 shares; 2025Q3: 51,215 shares; 2025Q4: 58,139 shares 58,139 $1.91M 0.01% +6,924 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 7,974 shares; 2025Q1: 8,509 shares; 2025Q2: 14,232 shares; 2025Q3: 15,055 shares; 2025Q4: 15,044 shares 15,044 $1.9M 0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,472 shares; 2025Q3: 18,518 shares; 2025Q4: 18,757 shares 18,757 $1.9M 0.01% +239 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,224 shares; 2024Q4: 112,292 shares; 2025Q1: 113,860 shares; 2025Q2: 113,915 shares; 2025Q3: 113,153 shares; 2025Q4: 114,181 shares 114,181 $1.9M 0.01% +1,028 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: 14,274 shares; 2024Q4: 17,645 shares; 2025Q1: 22,693 shares; 2025Q2: 24,186 shares; 2025Q3: 23,485 shares; 2025Q4: 25,778 shares 25,778 $1.9M 0.01% +2,293 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 11,814 shares; 2025Q1: 16,092 shares; 2025Q2: 16,171 shares; 2025Q3: 16,290 shares; 2025Q4: 21,495 shares 21,495 $1.9M 0.01% +5,205 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 34,516 shares; 2025Q1: 23,840 shares; 2025Q2: 31,603 shares; 2025Q3: 35,153 shares; 2025Q4: 35,934 shares 35,934 $1.9M 0.01% +781 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 10,234 shares; 2025Q1: 12,490 shares; 2025Q2: 12,552 shares; 2025Q3: 11,139 shares; 2025Q4: 11,860 shares 11,860 $1.9M 0.01% +721 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,605 shares; 2025Q4: 86,965 shares 86,965 $1.89M 0.01% +67,360 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,432 shares; 2025Q2: 17,229 shares; 2025Q3: 37,587 shares; 2025Q4: 36,644 shares 36,644 $1.89M 0.01% -943 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 4,143 shares; 2025Q1: 3,767 shares; 2025Q2: 5,282 shares; 2025Q3: 7,147 shares; 2025Q4: 7,432 shares 7,432 $1.89M 0.01% +285 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 6,331 shares; 2025Q1: 10,341 shares; 2025Q2: 7,344 shares; 2025Q3: 7,011 shares; 2025Q4: 13,115 shares 13,115 $1.89M 0.01% +6,104 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,436 shares; 2024Q4: 73,338 shares; 2025Q1: 73,884 shares; 2025Q2: 57,009 shares; 2025Q3: 63,121 shares; 2025Q4: 67,828 shares 67,828 $1.88M 0.01% +4,707 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: 918 shares; 2024Q4: 974 shares; 2025Q1: 1,225 shares; 2025Q2: 1,350 shares; 2025Q3: 1,443 shares; 2025Q4: 1,101 shares 1,101 $1.86M 0.01% -342 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: 7,940 shares; 2024Q4: 8,810 shares; 2025Q1: 9,057 shares; 2025Q2: 10,779 shares; 2025Q3: 17,854 shares; 2025Q4: 21,591 shares 21,591 $1.86M 0.01% +3,737 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: not reported; 2024Q4: not reported; 2025Q1: 6,746 shares; 2025Q2: 21,363 shares; 2025Q3: 30,310 shares; 2025Q4: 54,941 shares 54,941 $1.86M 0.01% +24,631 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: not reported; 2024Q4: 3,237 shares; 2025Q1: 8,963 shares; 2025Q2: 15,648 shares; 2025Q3: 16,761 shares; 2025Q4: 18,022 shares 18,022 $1.86M 0.01% +1,261 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 12,868 shares; 2025Q1: 17,873 shares; 2025Q2: 68,908 shares; 2025Q3: 37,007 shares; 2025Q4: 35,358 shares 35,358 $1.85M 0.01% -1,649 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 7,695 shares; 2025Q1: 14,619 shares; 2025Q2: 13,521 shares; 2025Q3: 15,531 shares; 2025Q4: 22,428 shares 22,428 $1.85M 0.01% +6,897 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,805 shares; 2025Q1: 14,703 shares; 2025Q2: 12,756 shares; 2025Q3: 13,340 shares; 2025Q4: 67,030 shares 67,030 $1.85M 0.01% +53,690 Timeline ATI ATI INC More: the full row for ATI 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: 9,739 shares; 2025Q4: 16,107 shares 16,107 $1.85M 0.01% +6,368 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: 2,076 shares; 2024Q4: 2,628 shares; 2025Q1: 2,683 shares; 2025Q2: 2,894 shares; 2025Q3: 2,890 shares; 2025Q4: 4,854 shares 4,854 $1.84M 0.01% +1,964 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G 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: 21,556 shares; 2025Q3: 24,265 shares; 2025Q4: 60,750 shares 60,750 $1.84M 0.01% +36,485 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: 4,469 shares; 2024Q4: 9,479 shares; 2025Q1: 6,790 shares; 2025Q2: 7,592 shares; 2025Q3: 7,560 shares; 2025Q4: 8,934 shares 8,934 $1.84M 0.01% +1,374 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: 17,959 shares; 2024Q4: 13,104 shares; 2025Q1: 12,911 shares; 2025Q2: 16,891 shares; 2025Q3: 20,264 shares; 2025Q4: 20,749 shares 20,749 $1.84M 0.01% +485 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,839 shares; 2025Q2: 36,971 shares; 2025Q3: 37,656 shares; 2025Q4: 37,329 shares 37,329 $1.82M 0.01% -327 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: 17,320 shares; 2024Q4: 26,816 shares; 2025Q1: 26,158 shares; 2025Q2: 25,918 shares; 2025Q3: 27,015 shares; 2025Q4: 43,505 shares 43,505 $1.82M 0.01% +16,490 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 9,476 shares; 2025Q1: 14,161 shares; 2025Q2: 16,879 shares; 2025Q3: 25,629 shares; 2025Q4: 31,079 shares 31,079 $1.82M 0.01% +5,450 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: 8,640 shares; 2025Q1: 9,566 shares; 2025Q2: 7,482 shares; 2025Q3: 11,103 shares; 2025Q4: 15,126 shares 15,126 $1.82M 0.01% +4,023 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 7,058 shares; 2025Q1: 49,835 shares; 2025Q2: 66,390 shares; 2025Q3: 54,775 shares; 2025Q4: 61,980 shares 61,980 $1.81M 0.01% +7,205 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 12,079 shares; 2025Q1: 14,024 shares; 2025Q2: 17,620 shares; 2025Q3: 18,720 shares; 2025Q4: 16,494 shares 16,494 $1.81M 0.01% -2,226 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 18,403 shares; 2025Q1: 25,515 shares; 2025Q2: 52,058 shares; 2025Q3: 54,075 shares; 2025Q4: 60,377 shares 60,377 $1.8M 0.01% +6,302 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,611 shares; 2024Q4: 55,134 shares; 2025Q1: 54,358 shares; 2025Q2: 51,389 shares; 2025Q3: 49,935 shares; 2025Q4: 40,977 shares 40,977 $1.8M 0.01% -8,958 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: 6,442 shares; 2024Q4: 6,809 shares; 2025Q1: 8,819 shares; 2025Q2: 16,904 shares; 2025Q3: 18,672 shares; 2025Q4: 18,957 shares 18,957 $1.79M 0.01% +285 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 1,073 shares; 2025Q1: 1,314 shares; 2025Q2: 1,498 shares; 2025Q3: 1,965 shares; 2025Q4: 1,921 shares 1,921 $1.79M 0.01% -44 Timeline EDIV 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: 11,037 shares; 2024Q4: 13,728 shares; 2025Q1: 16,743 shares; 2025Q2: 35,575 shares; 2025Q3: 44,835 shares; 2025Q4: 45,749 shares 45,749 $1.79M 0.01% +914 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,783 shares; 2025Q1: 2,689 shares; 2025Q2: 3,759 shares; 2025Q3: 4,226 shares; 2025Q4: 4,194 shares 4,194 $1.77M 0.01% -32 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,335 shares; 2024Q4: 12,691 shares; 2025Q1: 13,701 shares; 2025Q2: 26,577 shares; 2025Q3: 33,978 shares; 2025Q4: 31,645 shares 31,645 $1.77M 0.01% -2,333 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 12,886 shares; 2025Q1: 13,993 shares; 2025Q2: 16,136 shares; 2025Q3: 16,422 shares; 2025Q4: 22,100 shares 22,100 $1.75M 0.01% +5,678 Timeline ISCF 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: 44,325 shares; 2024Q4: 44,325 shares; 2025Q1: 42,538 shares; 2025Q2: 42,446 shares; 2025Q3: 42,446 shares; 2025Q4: 42,198 shares 42,198 $1.75M 0.01% -248 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: 3,967 shares; 2024Q4: 7,087 shares; 2025Q1: 9,407 shares; 2025Q2: 16,368 shares; 2025Q3: 18,081 shares; 2025Q4: 24,118 shares 24,118 $1.75M 0.01% +6,037 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 10,992 shares; 2025Q1: 14,538 shares; 2025Q2: 22,130 shares; 2025Q3: 25,258 shares; 2025Q4: 19,601 shares 19,601 $1.75M 0.01% -5,657 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: 26,846 shares; 2024Q4: 33,342 shares; 2025Q1: 36,239 shares; 2025Q2: 34,657 shares; 2025Q3: 33,143 shares; 2025Q4: 38,084 shares 38,084 $1.73M 0.01% +4,941 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 10,175 shares; 2025Q1: 8,525 shares; 2025Q2: 10,048 shares; 2025Q3: 10,362 shares; 2025Q4: 12,694 shares 12,694 $1.73M 0.01% +2,332 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,109 shares; 2025Q2: 8,098 shares; 2025Q3: 8,345 shares; 2025Q4: 19,365 shares 19,365 $1.73M 0.01% +11,020 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: 8,141 shares; 2025Q1: 13,285 shares; 2025Q2: 15,779 shares; 2025Q3: 15,500 shares; 2025Q4: 13,249 shares 13,249 $1.72M 0.01% -2,251 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,353 shares; 2024Q4: 74,167 shares; 2025Q1: 74,797 shares; 2025Q2: 75,440 shares; 2025Q3: 76,669 shares; 2025Q4: 179,722 shares 179,722 $1.71M 0.01% +103,053 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,306 shares; 2025Q3: 12,722 shares; 2025Q4: 13,287 shares 13,287 $1.71M 0.01% +565 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,363 shares; 2025Q3: 10,498 shares; 2025Q4: 62,432 shares 62,432 $1.7M 0.01% +51,934 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 5,705 shares; 2025Q4: 6,488 shares 6,488 $1.7M 0.01% +783 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,601 shares; 2025Q1: 11,087 shares; 2025Q2: 11,462 shares; 2025Q3: 15,396 shares; 2025Q4: 15,996 shares 15,996 $1.7M 0.01% +600 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: 37,187 shares; 2024Q4: 64,586 shares; 2025Q1: 68,406 shares; 2025Q2: 66,161 shares; 2025Q3: 67,427 shares; 2025Q4: 62,465 shares 62,465 $1.7M 0.01% -4,962 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,121 shares; 2025Q3: 38,200 shares; 2025Q4: 37,601 shares 37,601 $1.69M 0.01% -599 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 15,513 shares; 2025Q1: 21,233 shares; 2025Q2: 22,168 shares; 2025Q3: 33,424 shares; 2025Q4: 35,195 shares 35,195 $1.68M 0.01% +1,771 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 1,266 shares; 2025Q1: 1,775 shares; 2025Q2: 1,807 shares; 2025Q3: 1,782 shares; 2025Q4: 3,438 shares 3,438 $1.68M 0.01% +1,656 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,766 shares; 2024Q4: 18,304 shares; 2025Q1: 13,204 shares; 2025Q2: 14,831 shares; 2025Q3: 16,490 shares; 2025Q4: 17,032 shares 17,032 $1.68M 0.01% +542 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,579 shares; 2025Q3: 42,618 shares; 2025Q4: 36,520 shares 36,520 $1.67M 0.01% -6,098 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: 3,979 shares; 2024Q4: 5,426 shares; 2025Q1: 5,661 shares; 2025Q2: 6,400 shares; 2025Q3: 5,921 shares; 2025Q4: 12,131 shares 12,131 $1.67M 0.01% +6,210 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 54,185 shares; 2025Q1: 67,758 shares; 2025Q2: 70,722 shares; 2025Q3: 81,647 shares; 2025Q4: 132,667 shares 132,667 $1.67M 0.01% +51,020 Timeline DWM 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: 24,670 shares; 2024Q4: 25,179 shares; 2025Q1: 24,330 shares; 2025Q2: 24,342 shares; 2025Q3: 24,249 shares; 2025Q4: 24,253 shares 24,253 $1.67M 0.01% +4 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,241 shares; 2025Q3: 19,552 shares; 2025Q4: 45,570 shares 45,570 $1.67M 0.01% +26,018 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 21,793 shares; 2025Q1: 22,643 shares; 2025Q2: 22,984 shares; 2025Q3: 24,197 shares; 2025Q4: 24,581 shares 24,581 $1.66M 0.01% +384 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 3,749 shares; 2025Q1: 4,766 shares; 2025Q2: 10,224 shares; 2025Q3: 13,965 shares; 2025Q4: 12,962 shares 12,962 $1.66M 0.01% -1,003 Timeline JPLD 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: 18,272 shares; 2024Q4: 18,172 shares; 2025Q1: 19,031 shares; 2025Q2: 26,537 shares; 2025Q3: 28,969 shares; 2025Q4: 31,606 shares 31,606 $1.66M 0.01% +2,637 Timeline FYX 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: 4,112 shares; 2024Q4: 5,549 shares; 2025Q1: 5,666 shares; 2025Q2: 15,166 shares; 2025Q3: 16,069 shares; 2025Q4: 14,629 shares 14,629 $1.66M 0.01% -1,440 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,231 shares; 2025Q1: 2,093 shares; 2025Q2: 8,810 shares; 2025Q3: 10,568 shares; 2025Q4: 9,085 shares 9,085 $1.65M 0.01% -1,483 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,189 shares; 2025Q3: 18,179 shares; 2025Q4: 22,271 shares 22,271 $1.65M 0.01% +4,092 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: not reported; 2024Q4: 13,879 shares; 2025Q1: 11,651 shares; 2025Q2: 8,936 shares; 2025Q3: 15,978 shares; 2025Q4: 16,579 shares 16,579 $1.65M 0.01% +601 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,273 shares; 2024Q4: 129,789 shares; 2025Q1: 104,442 shares; 2025Q2: 81,924 shares; 2025Q3: 77,779 shares; 2025Q4: 75,000 shares 75,000 $1.65M 0.01% -2,779 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 9,792 shares; 2025Q1: 9,789 shares; 2025Q2: 14,376 shares; 2025Q3: 15,888 shares; 2025Q4: 15,013 shares 15,013 $1.64M 0.01% -875 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 9,297 shares; 2025Q1: 8,280 shares; 2025Q2: 16,101 shares; 2025Q3: 21,665 shares; 2025Q4: 25,104 shares 25,104 $1.63M 0.01% +3,439 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,388 shares; 2025Q1: 2,295 shares; 2025Q2: 7,916 shares; 2025Q3: 7,586 shares; 2025Q4: 7,043 shares 7,043 $1.63M 0.01% -543 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: 4,426 shares; 2024Q4: 10,958 shares; 2025Q1: 15,009 shares; 2025Q2: 17,935 shares; 2025Q3: 19,461 shares; 2025Q4: 20,320 shares 20,320 $1.63M 0.01% +859 Timeline AFMC 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: 9,077 shares; 2025Q1: 12,999 shares; 2025Q2: 19,694 shares; 2025Q3: 30,723 shares; 2025Q4: 46,857 shares 46,857 $1.62M 0.01% +16,134 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,027 shares; 2024Q4: 34,997 shares; 2025Q1: 36,646 shares; 2025Q2: 52,093 shares; 2025Q3: 63,919 shares; 2025Q4: 58,701 shares 58,701 $1.61M 0.01% -5,218 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC 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: 13,343 shares; 2025Q3: 34,581 shares; 2025Q4: 113,575 shares 113,575 $1.61M 0.01% +78,994 Timeline IAI 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: 9,254 shares; 2025Q1: 8,635 shares; 2025Q2: 8,492 shares; 2025Q3: 8,882 shares; 2025Q4: 8,973 shares 8,973 $1.61M 0.01% +91 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: 7,464 shares; 2024Q4: 8,843 shares; 2025Q1: 10,976 shares; 2025Q2: 16,738 shares; 2025Q3: 17,088 shares; 2025Q4: 19,099 shares 19,099 $1.61M 0.01% +2,011 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,372 shares; 2025Q1: 34,903 shares; 2025Q2: 36,658 shares; 2025Q3: 37,458 shares; 2025Q4: 39,470 shares 39,470 $1.61M 0.01% +2,012 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 6,014 shares; 2025Q1: 7,297 shares; 2025Q2: 15,095 shares; 2025Q3: 17,790 shares; 2025Q4: 15,406 shares 15,406 $1.6M 0.01% -2,384 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,238 shares; 2024Q4: 20,817 shares; 2025Q1: 21,193 shares; 2025Q2: 22,879 shares; 2025Q3: 22,009 shares; 2025Q4: 38,802 shares 38,802 $1.6M 0.01% +16,793 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: 753 shares; 2024Q4: 1,166 shares; 2025Q1: 1,542 shares; 2025Q2: 1,387 shares; 2025Q3: 1,456 shares; 2025Q4: 1,897 shares 1,897 $1.6M 0.01% +441 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 10,289 shares; 2025Q4: 50,702 shares 50,702 $1.59M 0.01% +40,413 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 22,836 shares; 2025Q1: 23,810 shares; 2025Q2: 36,627 shares; 2025Q3: 37,929 shares; 2025Q4: 15,809 shares 15,809 $1.59M 0.01% -22,120 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,646 shares; 2025Q1: 4,449 shares; 2025Q2: 8,929 shares; 2025Q3: 19,162 shares; 2025Q4: 20,736 shares 20,736 $1.59M 0.01% +1,574 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,010 shares; 2025Q1: 2,423 shares; 2025Q2: 2,941 shares; 2025Q3: 2,747 shares; 2025Q4: 2,864 shares 2,864 $1.58M 0.01% +117 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,935 shares; 2025Q1: 31,158 shares; 2025Q2: 30,778 shares; 2025Q3: 22,382 shares; 2025Q4: 18,083 shares 18,083 $1.58M 0.01% -4,299 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,595 shares; 2024Q4: 69,902 shares; 2025Q1: 70,320 shares; 2025Q2: 70,134 shares; 2025Q3: 76,592 shares; 2025Q4: 64,750 shares 64,750 $1.58M 0.01% -11,842 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 6,343 shares; 2025Q1: 10,824 shares; 2025Q2: 14,815 shares; 2025Q3: 16,388 shares; 2025Q4: 13,571 shares 13,571 $1.57M 0.01% -2,817 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,623 shares; 2024Q4: 56,993 shares; 2025Q1: 53,021 shares; 2025Q2: 56,051 shares; 2025Q3: 58,439 shares; 2025Q4: 60,401 shares 60,401 $1.57M 0.01% +1,962 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,720 shares; 2025Q1: 4,700 shares; 2025Q2: 5,847 shares; 2025Q3: 7,759 shares; 2025Q4: 18,611 shares 18,611 $1.57M 0.01% +10,852 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,153 shares 54,153 $1.56M 0.01% new 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: 14,891 shares; 2024Q4: 11,737 shares; 2025Q1: 10,682 shares; 2025Q2: 20,373 shares; 2025Q3: 30,075 shares; 2025Q4: 43,902 shares 43,902 $1.56M 0.01% +13,827 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 7,298 shares; 2025Q1: 7,954 shares; 2025Q2: 8,443 shares; 2025Q3: 8,402 shares; 2025Q4: 8,987 shares 8,987 $1.56M 0.01% +585 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 2,193 shares; 2025Q2: 5,193 shares; 2025Q3: 9,481 shares; 2025Q4: 10,939 shares 10,939 $1.55M 0.01% +1,458 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,921 shares; 2025Q1: 12,528 shares; 2025Q2: 23,734 shares; 2025Q3: 23,214 shares; 2025Q4: 22,224 shares 22,224 $1.55M 0.01% -990 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,986 shares; 2025Q1: 6,632 shares; 2025Q2: 10,949 shares; 2025Q3: 11,265 shares; 2025Q4: 10,781 shares 10,781 $1.55M 0.01% -484 Timeline IGIB 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: 9,707 shares; 2024Q4: 11,406 shares; 2025Q1: 10,476 shares; 2025Q2: 18,621 shares; 2025Q3: 22,827 shares; 2025Q4: 26,093 shares 26,093 $1.54M 0.01% +3,266 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,315 shares; 2024Q4: 130,838 shares; 2025Q1: 135,859 shares; 2025Q2: 142,246 shares; 2025Q3: 141,154 shares; 2025Q4: 189,627 shares 189,627 $1.54M 0.01% +48,473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,337 shares 13,337 $1.53M 0.01% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,882 shares; 2025Q3: 32,245 shares; 2025Q4: 41,527 shares 41,527 $1.53M 0.01% +9,282 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,996 shares; 2024Q4: 36,634 shares; 2025Q1: 35,004 shares; 2025Q2: 44,800 shares; 2025Q3: 44,627 shares; 2025Q4: 44,022 shares 44,022 $1.52M 0.01% -605 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: 1,670 shares; 2024Q4: 3,390 shares; 2025Q1: 3,735 shares; 2025Q2: 5,573 shares; 2025Q3: 6,740 shares; 2025Q4: 5,978 shares 5,978 $1.52M 0.01% -762 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: 10,793 shares; 2025Q2: 12,166 shares; 2025Q3: 14,309 shares; 2025Q4: 13,814 shares 13,814 $1.51M 0.01% -495 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: 1,567 shares; 2024Q4: 3,182 shares; 2025Q1: 6,090 shares; 2025Q2: 6,462 shares; 2025Q3: 6,321 shares; 2025Q4: 6,314 shares 6,314 $1.51M 0.01% -7 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,919 shares; 2025Q1: 8,999 shares; 2025Q2: 40,072 shares; 2025Q3: 55,524 shares; 2025Q4: 55,568 shares 55,568 $1.51M 0.01% +44 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: 7,760 shares; 2024Q4: 11,620 shares; 2025Q1: 15,074 shares; 2025Q2: 25,554 shares; 2025Q3: 26,776 shares; 2025Q4: 22,927 shares 22,927 $1.51M 0.01% -3,849 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 3,606 shares; 2025Q4: 5,087 shares 5,087 $1.5M 0.01% +1,481 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,964 shares 129,964 $1.5M 0.01% new 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: 886 shares; 2024Q4: 1,890 shares; 2025Q1: 2,458 shares; 2025Q2: 2,541 shares; 2025Q3: 2,574 shares; 2025Q4: 3,382 shares 3,382 $1.5M 0.01% +808 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 4,934 shares; 2025Q2: 4,774 shares; 2025Q3: 4,710 shares; 2025Q4: 5,807 shares 5,807 $1.5M 0.01% +1,097 Timeline