KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,673 shares; 2025Q2: 16,595 shares; 2025Q3: 16,500 shares; 2025Q4: 19,777 shares 19,777 $1.5M 0.01% +3,277 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 42,912 shares; 2025Q3: 42,969 shares; 2025Q4: 42,438 shares 42,438 $1.49M 0.01% -531 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,330 shares; 2025Q1: 18,528 shares; 2025Q2: 28,621 shares; 2025Q3: 32,928 shares; 2025Q4: 58,557 shares 58,557 $1.49M 0.01% +25,629 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,337 shares; 2025Q1: 2,918 shares; 2025Q2: 3,126 shares; 2025Q3: 4,147 shares; 2025Q4: 6,530 shares 6,530 $1.49M 0.01% +2,383 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,399 shares 34,399 $1.49M 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 3,160 shares; 2025Q1: 3,659 shares; 2025Q2: 3,287 shares; 2025Q3: 3,693 shares; 2025Q4: 3,392 shares 3,392 $1.49M 0.01% -301 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 6,777 shares; 2025Q1: 4,390 shares; 2025Q2: 2,526 shares; 2025Q3: 5,536 shares; 2025Q4: 16,138 shares 16,138 $1.49M 0.01% +10,602 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,299 shares; 2025Q1: 11,419 shares; 2025Q2: 11,551 shares; 2025Q3: 11,905 shares; 2025Q4: 13,493 shares 13,493 $1.49M 0.01% +1,588 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 4,106 shares; 2025Q1: 3,845 shares; 2025Q2: 12,515 shares; 2025Q3: 13,941 shares; 2025Q4: 14,150 shares 14,150 $1.49M 0.01% +209 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,475 shares; 2024Q4: 26,591 shares; 2025Q1: 29,109 shares; 2025Q2: 37,149 shares; 2025Q3: 36,049 shares; 2025Q4: 43,504 shares 43,504 $1.49M 0.01% +7,455 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 7,166 shares; 2025Q1: 4,748 shares; 2025Q2: 4,854 shares; 2025Q3: 4,744 shares; 2025Q4: 7,765 shares 7,765 $1.49M 0.01% +3,021 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,985 shares; 2025Q3: 24,354 shares; 2025Q4: 24,488 shares 24,488 $1.48M 0.01% +134 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 8,600 shares; 2025Q1: 8,582 shares; 2025Q2: 8,785 shares; 2025Q3: 9,464 shares; 2025Q4: 11,087 shares 11,087 $1.48M 0.01% +1,623 Timeline SDCP VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,895 shares; 2025Q4: 57,503 shares 57,503 $1.48M 0.01% +9,608 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 6,874 shares; 2025Q4: 13,891 shares 13,891 $1.48M 0.01% +7,017 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 5,724 shares; 2025Q1: 5,773 shares; 2025Q2: 10,288 shares; 2025Q3: 7,938 shares; 2025Q4: 6,870 shares 6,870 $1.48M 0.01% -1,068 Timeline JPEM 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: 30,117 shares; 2024Q4: 30,011 shares; 2025Q1: 24,945 shares; 2025Q2: 24,717 shares; 2025Q3: 24,949 shares; 2025Q4: 24,294 shares 24,294 $1.48M 0.01% -655 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,845 shares; 2025Q1: 1,958 shares; 2025Q2: 3,004 shares; 2025Q3: 2,813 shares; 2025Q4: 2,666 shares 2,666 $1.47M 0.01% -147 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,546 shares; 2024Q4: 57,743 shares; 2025Q1: 62,838 shares; 2025Q2: 55,353 shares; 2025Q3: 67,628 shares; 2025Q4: 51,160 shares 51,160 $1.47M 0.01% -16,468 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,792 shares; 2025Q4: 41,281 shares 41,281 $1.47M 0.01% +25,489 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 8,480 shares; 2025Q4: 19,433 shares 19,433 $1.47M 0.01% +10,953 Timeline PTLC 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: 9,844 shares; 2024Q4: 29,222 shares; 2025Q1: 23,714 shares; 2025Q2: 24,238 shares; 2025Q3: 38,200 shares; 2025Q4: 26,229 shares 26,229 $1.46M 0.01% -11,971 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 8,953 shares; 2025Q1: 12,582 shares; 2025Q2: 18,544 shares; 2025Q3: 18,256 shares; 2025Q4: 19,711 shares 19,711 $1.46M 0.01% +1,455 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 1,921 shares; 2025Q1: 1,918 shares; 2025Q2: 12,028 shares; 2025Q3: 11,519 shares; 2025Q4: 11,703 shares 11,703 $1.45M 0.01% +184 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 10,286 shares; 2025Q1: 12,799 shares; 2025Q2: 17,267 shares; 2025Q3: 18,447 shares; 2025Q4: 18,382 shares 18,382 $1.45M 0.01% -65 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,411 shares; 2025Q1: 3,935 shares; 2025Q2: 5,302 shares; 2025Q3: 5,212 shares; 2025Q4: 7,800 shares 7,800 $1.45M 0.01% +2,588 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 4,416 shares; 2025Q1: 5,512 shares; 2025Q2: 7,151 shares; 2025Q3: 7,569 shares; 2025Q4: 9,083 shares 9,083 $1.45M 0.01% +1,514 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 7,197 shares; 2025Q1: 5,157 shares; 2025Q2: 6,331 shares; 2025Q3: 11,577 shares; 2025Q4: 15,813 shares 15,813 $1.45M 0.01% +4,236 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,216 shares; 2025Q2: 18,020 shares; 2025Q3: 17,163 shares; 2025Q4: 244,974 shares 244,974 $1.44M 0.01% +227,811 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,216 shares; 2025Q4: 59,057 shares 59,057 $1.44M 0.01% +841 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,805 shares; 2024Q4: 13,581 shares; 2025Q1: 12,337 shares; 2025Q2: 13,481 shares; 2025Q3: 13,710 shares; 2025Q4: 14,063 shares 14,063 $1.43M 0.01% +353 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,598 shares; 2025Q1: 2,126 shares; 2025Q2: 2,490 shares; 2025Q3: 2,921 shares; 2025Q4: 3,175 shares 3,175 $1.43M 0.01% +254 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,663 shares 36,663 $1.43M 0.01% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 8,254 shares; 2025Q1: 5,073 shares; 2025Q2: 28,576 shares; 2025Q3: 29,008 shares; 2025Q4: 29,481 shares 29,481 $1.43M 0.01% +473 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,628 shares; 2025Q1: 36,930 shares; 2025Q2: 38,236 shares; 2025Q3: 36,952 shares; 2025Q4: 37,031 shares 37,031 $1.42M 0.01% +79 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,813 shares; 2024Q4: 29,378 shares; 2025Q1: 43,745 shares; 2025Q2: 51,068 shares; 2025Q3: 33,450 shares; 2025Q4: 31,213 shares 31,213 $1.42M 0.01% -2,237 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 3,539 shares; 2025Q1: 3,860 shares; 2025Q2: 5,266 shares; 2025Q3: 5,752 shares; 2025Q4: 5,608 shares 5,608 $1.42M 0.01% -144 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 17,538 shares; 2025Q4: 17,962 shares 17,962 $1.42M 0.01% +424 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,643 shares; 2024Q4: 8,774 shares; 2025Q1: 10,015 shares; 2025Q2: 17,776 shares; 2025Q3: 18,540 shares; 2025Q4: 18,481 shares 18,481 $1.42M 0.01% -59 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 5,965 shares; 2025Q1: 7,564 shares; 2025Q2: 8,411 shares; 2025Q3: 9,552 shares; 2025Q4: 10,364 shares 10,364 $1.41M 0.01% +812 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,490 shares; 2025Q1: 5,661 shares; 2025Q2: 6,896 shares; 2025Q3: 7,520 shares; 2025Q4: 8,129 shares 8,129 $1.41M 0.01% +609 Timeline CPAG 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: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 13,351 shares 13,351 $1.41M 0.01% +8,051 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 2,019 shares; 2025Q1: 2,996 shares; 2025Q2: 4,711 shares; 2025Q3: 4,945 shares; 2025Q4: 3,780 shares 3,780 $1.4M 0.01% -1,165 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 8,066 shares; 2025Q1: 10,481 shares; 2025Q2: 11,320 shares; 2025Q3: 13,940 shares; 2025Q4: 17,249 shares 17,249 $1.4M 0.01% +3,309 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 6,582 shares; 2025Q1: 7,304 shares; 2025Q2: 7,876 shares; 2025Q3: 9,109 shares; 2025Q4: 9,500 shares 9,500 $1.39M 0.01% +391 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,951 shares; 2025Q1: 5,687 shares; 2025Q2: 7,946 shares; 2025Q3: 10,879 shares; 2025Q4: 10,225 shares 10,225 $1.39M 0.01% -654 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 556 shares; 2025Q1: 557 shares; 2025Q2: 618 shares; 2025Q3: 600 shares; 2025Q4: 1,147 shares 1,147 $1.39M 0.01% +547 EMLC 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: 28,664 shares; 2024Q4: 25,359 shares; 2025Q1: 10,994 shares; 2025Q2: 38,149 shares; 2025Q3: 55,516 shares; 2025Q4: 53,793 shares 53,793 $1.39M 0.01% -1,723 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,214 shares; 2025Q2: 18,559 shares; 2025Q3: 21,810 shares; 2025Q4: 27,275 shares 27,275 $1.39M 0.01% +5,465 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,981 shares; 2025Q2: 16,137 shares; 2025Q3: 21,988 shares; 2025Q4: 38,385 shares 38,385 $1.39M 0.01% +16,397 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 6,939 shares; 2025Q1: 7,100 shares; 2025Q2: 17,526 shares; 2025Q3: 20,383 shares; 2025Q4: 21,918 shares 21,918 $1.38M 0.01% +1,535 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,111 shares; 2025Q2: 7,159 shares; 2025Q3: 14,351 shares; 2025Q4: 23,906 shares 23,906 $1.38M 0.01% +9,555 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,873 shares; 2025Q3: 18,342 shares; 2025Q4: 15,688 shares 15,688 $1.38M 0.01% -2,654 Timeline GEM 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: 10,234 shares; 2024Q4: 12,448 shares; 2025Q1: 32,158 shares; 2025Q2: 32,018 shares; 2025Q3: 44,697 shares; 2025Q4: 33,041 shares 33,041 $1.38M 0.01% -11,656 Timeline FYC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,221 shares 14,221 $1.37M 0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,750 shares; 2024Q4: 32,368 shares; 2025Q1: 32,521 shares; 2025Q2: 34,984 shares; 2025Q3: 33,258 shares; 2025Q4: 37,130 shares 37,130 $1.36M 0.01% +3,872 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 5,937 shares; 2025Q1: 4,574 shares; 2025Q2: 10,603 shares; 2025Q3: 17,739 shares; 2025Q4: 13,550 shares 13,550 $1.36M 0.01% -4,189 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,820 shares; 2025Q4: 16,191 shares 16,191 $1.36M 0.01% +7,371 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,230 shares 59,230 $1.35M 0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,015 shares; 2024Q4: 32,493 shares; 2025Q1: 37,977 shares; 2025Q2: 39,900 shares; 2025Q3: 43,222 shares; 2025Q4: 83,945 shares 83,945 $1.35M 0.01% +40,723 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 5,491 shares; 2025Q1: 5,165 shares; 2025Q2: 5,878 shares; 2025Q3: 6,866 shares; 2025Q4: 5,540 shares 5,540 $1.35M 0.01% -1,326 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 5,364 shares; 2025Q1: 8,105 shares; 2025Q2: 8,132 shares; 2025Q3: 8,023 shares; 2025Q4: 9,370 shares 9,370 $1.34M 0.01% +1,347 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,524 shares; 2025Q1: 68,860 shares; 2025Q2: 65,448 shares; 2025Q3: 67,794 shares; 2025Q4: 121,457 shares 121,457 $1.34M 0.01% +53,663 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,809 shares; 2024Q4: 49,321 shares; 2025Q1: 51,743 shares; 2025Q2: 75,849 shares; 2025Q3: 79,401 shares; 2025Q4: 84,538 shares 84,538 $1.34M 0.01% +5,137 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,093 shares; 2025Q1: 3,826 shares; 2025Q2: 3,861 shares; 2025Q3: 1,576 shares; 2025Q4: 4,668 shares 4,668 $1.34M 0.01% +3,092 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,892 shares; 2024Q4: 32,792 shares; 2025Q1: 32,553 shares; 2025Q2: 72,935 shares; 2025Q3: 54,598 shares; 2025Q4: 57,289 shares 57,289 $1.34M 0.01% +2,691 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,456 shares; 2025Q3: 20,228 shares; 2025Q4: 23,919 shares 23,919 $1.33M 0.01% +3,691 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 27,844 shares; 2025Q1: 24,825 shares; 2025Q2: 18,947 shares; 2025Q3: 25,956 shares; 2025Q4: 73,910 shares 73,910 $1.33M 0.01% +47,954 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 380 shares; 2025Q1: 396 shares; 2025Q2: 637 shares; 2025Q3: 623 shares; 2025Q4: 638 shares 638 $1.33M 0.01% +15 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,166 shares; 2025Q1: 3,808 shares; 2025Q2: 20,664 shares; 2025Q3: 17,022 shares; 2025Q4: 15,803 shares 15,803 $1.32M 0.01% -1,219 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 22,689 shares; 2025Q1: 37,860 shares; 2025Q2: 53,797 shares; 2025Q3: 71,137 shares; 2025Q4: 74,147 shares 74,147 $1.32M 0.01% +3,010 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,300 shares; 2025Q1: 23,812 shares; 2025Q2: 23,564 shares; 2025Q3: 28,967 shares; 2025Q4: 71,329 shares 71,329 $1.32M 0.01% +42,362 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 5,436 shares; 2025Q1: 4,969 shares; 2025Q2: 7,782 shares; 2025Q3: 7,875 shares; 2025Q4: 7,161 shares 7,161 $1.32M 0.01% -714 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,629 shares; 2025Q4: 5,402 shares 5,402 $1.32M 0.01% +3,773 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 2,787 shares; 2025Q1: 2,837 shares; 2025Q2: 6,767 shares; 2025Q3: 6,608 shares; 2025Q4: 6,430 shares 6,430 $1.32M 0.01% -178 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,740 shares; 2024Q4: 42,588 shares; 2025Q1: 49,855 shares; 2025Q2: 69,153 shares; 2025Q3: 94,600 shares; 2025Q4: 119,456 shares 119,456 $1.32M 0.01% +24,856 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 19,841 shares; 2025Q1: 23,567 shares; 2025Q2: 22,842 shares; 2025Q3: 22,358 shares; 2025Q4: 22,187 shares 22,187 $1.31M 0.01% -171 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 2,615 shares; 2025Q1: 3,041 shares; 2025Q2: 4,104 shares; 2025Q3: 4,635 shares; 2025Q4: 4,005 shares 4,005 $1.31M 0.01% -630 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 46,688 shares 46,688 $1.3M 0.01% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,658 shares; 2025Q1: 8,210 shares; 2025Q2: 9,339 shares; 2025Q3: 13,594 shares; 2025Q4: 12,831 shares 12,831 $1.3M 0.01% -763 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares; 2025Q3: 4,316 shares; 2025Q4: 7,979 shares 7,979 $1.3M 0.01% +3,663 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM 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: 21,446 shares; 2025Q3: 23,662 shares; 2025Q4: 51,997 shares 51,997 $1.3M 0.01% +28,335 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 26,406 shares; 2025Q1: 27,640 shares; 2025Q2: 22,969 shares; 2025Q3: 42,437 shares; 2025Q4: 45,242 shares 45,242 $1.29M 0.01% +2,805 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,415 shares 24,415 $1.29M 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 7,563 shares; 2025Q1: 9,898 shares; 2025Q2: 10,813 shares; 2025Q3: 11,047 shares; 2025Q4: 11,478 shares 11,478 $1.29M 0.01% +431 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 5,550 shares; 2025Q1: 3,482 shares; 2025Q2: 7,907 shares; 2025Q3: 8,396 shares; 2025Q4: 8,960 shares 8,960 $1.29M 0.01% +564 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION 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: 175,454 shares 175,454 $1.28M 0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 5,843 shares; 2025Q1: 8,056 shares; 2025Q2: 9,156 shares; 2025Q3: 8,146 shares; 2025Q4: 9,396 shares 9,396 $1.28M 0.01% +1,250 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,404 shares; 2024Q4: 12,621 shares; 2025Q1: 13,604 shares; 2025Q2: 24,015 shares; 2025Q3: 25,554 shares; 2025Q4: 25,434 shares 25,434 $1.28M 0.01% -120 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 6,421 shares; 2025Q1: 13,883 shares; 2025Q2: 22,826 shares; 2025Q3: 21,324 shares; 2025Q4: 26,704 shares 26,704 $1.28M 0.01% +5,380 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,757 shares; 2024Q4: 23,205 shares; 2025Q1: 26,561 shares; 2025Q2: 44,634 shares; 2025Q3: 39,690 shares; 2025Q4: 34,711 shares 34,711 $1.27M 0.01% -4,979 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,411 shares; 2025Q1: 3,178 shares; 2025Q2: 4,538 shares; 2025Q3: 4,734 shares; 2025Q4: 6,573 shares 6,573 $1.27M 0.01% +1,839 Timeline FMB 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: 18,638 shares; 2024Q4: 14,808 shares; 2025Q1: 15,013 shares; 2025Q2: 11,300 shares; 2025Q3: 14,122 shares; 2025Q4: 24,880 shares 24,880 $1.27M 0.01% +10,758 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: 6,549 shares; 2025Q4: 27,298 shares 27,298 $1.27M 0.01% +20,749 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 5,430 shares; 2025Q1: 6,352 shares; 2025Q2: 11,324 shares; 2025Q3: 10,029 shares; 2025Q4: 9,087 shares 9,087 $1.27M 0.01% -942 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,998 shares; 2025Q1: 3,181 shares; 2025Q2: 4,540 shares; 2025Q3: 4,437 shares; 2025Q4: 6,007 shares 6,007 $1.27M 0.01% +1,570 Timeline IDLV 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: 21,302 shares; 2025Q4: 37,416 shares 37,416 $1.27M 0.01% +16,114 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 5,544 shares; 2025Q1: 5,701 shares; 2025Q2: 13,264 shares; 2025Q3: 14,597 shares; 2025Q4: 14,109 shares 14,109 $1.27M 0.01% -488 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,933 shares; 2025Q1: 5,310 shares; 2025Q2: 5,716 shares; 2025Q3: 6,046 shares; 2025Q4: 7,259 shares 7,259 $1.26M 0.01% +1,213 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,141 shares; 2024Q4: 22,365 shares; 2025Q1: 30,637 shares; 2025Q2: 34,522 shares; 2025Q3: 45,304 shares; 2025Q4: 48,877 shares 48,877 $1.26M 0.01% +3,573 Timeline FGD 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: 28,710 shares; 2025Q3: 38,076 shares; 2025Q4: 41,712 shares 41,712 $1.26M 0.01% +3,636 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,302 shares; 2025Q3: 13,599 shares; 2025Q4: 13,620 shares 13,620 $1.26M 0.01% +21 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 3,522 shares; 2025Q1: 5,573 shares; 2025Q2: 6,060 shares; 2025Q3: 5,253 shares; 2025Q4: 7,301 shares 7,301 $1.26M 0.01% +2,048 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 11,558 shares; 2025Q1: 12,143 shares; 2025Q2: 15,517 shares; 2025Q3: 17,458 shares; 2025Q4: 23,987 shares 23,987 $1.26M 0.01% +6,529 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,925 shares; 2025Q1: 5,168 shares; 2025Q2: 5,390 shares; 2025Q3: 5,637 shares; 2025Q4: 6,016 shares 6,016 $1.26M 0.01% +379 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,687 shares 49,687 $1.25M 0.01% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,258 shares; 2025Q1: 3,685 shares; 2025Q2: 3,680 shares; 2025Q3: 4,963 shares; 2025Q4: 13,564 shares 13,564 $1.25M 0.01% +8,601 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 25,699 shares; 2025Q1: 22,002 shares; 2025Q2: 23,999 shares; 2025Q3: 18,082 shares; 2025Q4: 18,647 shares 18,647 $1.25M 0.01% +565 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,430 shares; 2025Q3: 68,237 shares; 2025Q4: 70,574 shares 70,574 $1.25M 0.01% +2,337 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,736 shares; 2025Q2: 24,018 shares; 2025Q3: 22,207 shares; 2025Q4: 24,728 shares 24,728 $1.25M 0.01% +2,521 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,444 shares; 2025Q3: 23,583 shares; 2025Q4: 28,449 shares 28,449 $1.24M 0.01% +4,866 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,356 shares; 2024Q4: 16,221 shares; 2025Q1: 10,970 shares; 2025Q2: 13,159 shares; 2025Q3: 19,565 shares; 2025Q4: 26,904 shares 26,904 $1.24M 0.01% +7,339 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,290 shares; 2024Q4: 12,593 shares; 2025Q1: 14,347 shares; 2025Q2: 16,880 shares; 2025Q3: 17,860 shares; 2025Q4: 17,802 shares 17,802 $1.24M 0.01% -58 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,530 shares; 2024Q4: 126,974 shares; 2025Q1: 93,630 shares; 2025Q2: 103,661 shares; 2025Q3: 106,413 shares; 2025Q4: 109,798 shares 109,798 $1.23M 0.01% +3,385 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,453 shares; 2025Q3: 35,143 shares; 2025Q4: 43,119 shares 43,119 $1.23M 0.01% +7,976 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,827 shares; 2024Q4: 7,660 shares; 2025Q1: 6,061 shares; 2025Q2: 7,679 shares; 2025Q3: 13,389 shares; 2025Q4: 11,621 shares 11,621 $1.23M 0.01% -1,768 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,613 shares; 2024Q4: 18,101 shares; 2025Q1: 22,777 shares; 2025Q2: 17,283 shares; 2025Q3: 16,223 shares; 2025Q4: 16,225 shares 16,225 $1.22M 0.01% +2 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,548 shares 27,548 $1.22M 0.01% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,639 shares; 2024Q4: 21,166 shares; 2025Q1: 21,964 shares; 2025Q2: 21,423 shares; 2025Q3: 31,262 shares; 2025Q4: 24,149 shares 24,149 $1.22M 0.01% -7,113 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 14,395 shares; 2025Q1: 17,829 shares; 2025Q2: 20,241 shares; 2025Q3: 19,753 shares; 2025Q4: 21,716 shares 21,716 $1.21M 0.01% +1,963 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,089 shares; 2024Q4: 20,266 shares; 2025Q1: 21,735 shares; 2025Q2: 23,433 shares; 2025Q3: 25,610 shares; 2025Q4: 26,903 shares 26,903 $1.21M 0.01% +1,293 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 13,719 shares; 2025Q1: 11,328 shares; 2025Q2: 13,006 shares; 2025Q3: 12,629 shares; 2025Q4: 14,566 shares 14,566 $1.21M 0.01% +1,937 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,192 shares; 2025Q3: 17,217 shares; 2025Q4: 15,406 shares 15,406 $1.21M 0.01% -1,811 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A 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: 16,864 shares; 2025Q4: 18,327 shares 18,327 $1.2M 0.01% +1,463 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 13,362 shares; 2025Q3: 13,433 shares; 2025Q4: 118,817 shares 118,817 $1.2M 0.01% +105,384 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,227 shares; 2025Q2: 6,768 shares; 2025Q3: 20,795 shares; 2025Q4: 20,042 shares 20,042 $1.2M 0.01% -753 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,991 shares; 2025Q1: 5,607 shares; 2025Q2: 5,537 shares; 2025Q3: 6,025 shares; 2025Q4: 5,804 shares 5,804 $1.2M 0.01% -221 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 4,642 shares; 2025Q1: 5,308 shares; 2025Q2: 6,419 shares; 2025Q3: 5,931 shares; 2025Q4: 6,718 shares 6,718 $1.2M 0.01% +787 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,780 shares; 2024Q4: 13,280 shares; 2025Q1: 14,450 shares; 2025Q2: 14,450 shares; 2025Q3: 22,350 shares; 2025Q4: 202,685 shares 202,685 $1.2M 0.01% +180,335 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,866 shares; 2025Q1: 2,461 shares; 2025Q2: 3,149 shares; 2025Q3: 4,036 shares; 2025Q4: 4,570 shares 4,570 $1.19M 0.01% +534 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,516 shares; 2025Q2: 19,195 shares; 2025Q3: 25,308 shares; 2025Q4: 27,331 shares 27,331 $1.19M 0.01% +2,023 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,086 shares; 2025Q1: 2,767 shares; 2025Q2: 3,140 shares; 2025Q3: 3,151 shares; 2025Q4: 4,707 shares 4,707 $1.19M 0.01% +1,556 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 15,357 shares; 2025Q1: 11,733 shares; 2025Q2: 11,279 shares; 2025Q3: 11,966 shares; 2025Q4: 25,921 shares 25,921 $1.18M 0.01% +13,955 Timeline SYSB 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: 12,912 shares 12,912 $1.17M 0.01% new Timeline GMUB 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: 20,159 shares; 2025Q3: 21,147 shares; 2025Q4: 22,799 shares 22,799 $1.17M 0.01% +1,652 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 783 shares; 2025Q1: 1,661 shares; 2025Q2: 3,290 shares; 2025Q3: 3,526 shares; 2025Q4: 4,019 shares 4,019 $1.16M 0.01% +493 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 4,550 shares; 2025Q1: 5,634 shares; 2025Q2: 10,875 shares; 2025Q3: 12,407 shares; 2025Q4: 11,213 shares 11,213 $1.16M 0.01% -1,194 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,990 shares; 2025Q3: 10,476 shares; 2025Q4: 14,097 shares 14,097 $1.16M 0.01% +3,621 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,681 shares; 2025Q1: 17,948 shares; 2025Q2: 18,487 shares; 2025Q3: 19,231 shares; 2025Q4: 12,655 shares 12,655 $1.15M 0.01% -6,576 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 10,492 shares; 2025Q1: 8,164 shares; 2025Q2: 9,121 shares; 2025Q3: 7,747 shares; 2025Q4: 5,615 shares 5,615 $1.15M 0.01% -2,132 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,948 shares; 2024Q4: 26,628 shares; 2025Q1: 27,145 shares; 2025Q2: 34,341 shares; 2025Q3: 27,633 shares; 2025Q4: 24,719 shares 24,719 $1.14M 0.01% -2,914 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,513 shares; 2024Q4: 14,787 shares; 2025Q1: 18,798 shares; 2025Q2: 26,221 shares; 2025Q3: 26,187 shares; 2025Q4: 16,928 shares 16,928 $1.14M 0.01% -9,259 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,958 shares; 2025Q3: 25,576 shares; 2025Q4: 26,604 shares 26,604 $1.14M 0.01% +1,028 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES 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: 118,714 shares 118,714 $1.14M 0.01% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,463 shares 14,463 $1.14M 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,548 shares; 2025Q1: 13,548 shares; 2025Q2: 13,583 shares; 2025Q3: 11,809 shares; 2025Q4: 16,689 shares 16,689 $1.14M 0.01% +4,880 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 14,352 shares; 2025Q4: 15,478 shares 15,478 $1.14M 0.01% +1,126 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,207 shares 25,207 $1.14M 0.01% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,987 shares; 2024Q4: 15,418 shares; 2025Q1: 16,578 shares; 2025Q2: 33,446 shares; 2025Q3: 31,569 shares; 2025Q4: 24,410 shares 24,410 $1.14M 0.01% -7,159 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,139 shares; 2025Q1: not reported; 2025Q2: 13,215 shares; 2025Q3: 33,402 shares; 2025Q4: 94,581 shares 94,581 $1.14M 0.01% +61,179 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI 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: 120,392 shares; 2025Q4: 77,657 shares 77,657 $1.13M 0.01% -42,735 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,131 shares; 2025Q1: 14,135 shares; 2025Q2: 16,305 shares; 2025Q3: 14,531 shares; 2025Q4: 20,943 shares 20,943 $1.12M 0.01% +6,412 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,468 shares; 2025Q1: not reported; 2025Q2: 12,098 shares; 2025Q3: 25,118 shares; 2025Q4: 31,246 shares 31,246 $1.12M 0.01% +6,128 Timeline JMEE 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: 11,389 shares; 2025Q2: 12,182 shares; 2025Q3: 18,143 shares; 2025Q4: 17,412 shares 17,412 $1.12M 0.01% -731 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,883 shares; 2025Q3: 14,609 shares; 2025Q4: 13,953 shares 13,953 $1.12M 0.01% -656 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,128 shares; 2025Q3: 15,631 shares; 2025Q4: 30,132 shares 30,132 $1.12M 0.01% +14,501 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 6,782 shares; 2025Q1: 7,601 shares; 2025Q2: 11,493 shares; 2025Q3: 12,794 shares; 2025Q4: 15,187 shares 15,187 $1.12M 0.01% +2,393 Timeline DUHP 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: 36,056 shares; 2024Q4: 34,487 shares; 2025Q1: 33,128 shares; 2025Q2: 33,875 shares; 2025Q3: 34,581 shares; 2025Q4: 29,383 shares 29,383 $1.12M 0.01% -5,198 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,295 shares; 2025Q1: 4,113 shares; 2025Q2: 9,029 shares; 2025Q3: 12,186 shares; 2025Q4: 10,702 shares 10,702 $1.12M 0.01% -1,484 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,917 shares; 2024Q4: 11,045 shares; 2025Q1: 16,403 shares; 2025Q2: 26,231 shares; 2025Q3: 27,589 shares; 2025Q4: 30,948 shares 30,948 $1.11M 0.01% +3,359 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 6,845 shares; 2025Q1: 7,380 shares; 2025Q2: 9,160 shares; 2025Q3: 9,551 shares; 2025Q4: 8,940 shares 8,940 $1.11M 0.01% -611 Timeline BILS 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: 11,166 shares; 2025Q1: 11,577 shares; 2025Q2: 11,753 shares; 2025Q3: 11,870 shares; 2025Q4: 11,188 shares 11,188 $1.11M 0.01% -682 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,354 shares; 2025Q3: 6,076 shares; 2025Q4: 6,543 shares 6,543 $1.11M 0.01% +467 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 9,509 shares; 2025Q3: 15,596 shares; 2025Q4: 14,977 shares 14,977 $1.11M 0.01% -619 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,488 shares; 2024Q4: 37,782 shares; 2025Q1: 38,801 shares; 2025Q2: 39,990 shares; 2025Q3: 40,037 shares; 2025Q4: 45,962 shares 45,962 $1.11M 0.01% +5,925 Timeline XSD 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: 657 shares; 2025Q4: 3,444 shares 3,444 $1.11M 0.01% +2,787 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,359 shares; 2025Q1: 2,692 shares; 2025Q2: 4,705 shares; 2025Q3: 5,892 shares; 2025Q4: 5,359 shares 5,359 $1.11M 0.01% -533 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,827 shares; 2025Q1: 6,872 shares; 2025Q2: 7,063 shares; 2025Q3: 6,196 shares; 2025Q4: 7,714 shares 7,714 $1.11M 0.01% +1,518 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 11,327 shares; 2025Q1: 13,218 shares; 2025Q2: 13,753 shares; 2025Q3: 14,963 shares; 2025Q4: 16,930 shares 16,930 $1.1M 0.01% +1,967 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,343 shares; 2025Q1: 68,832 shares; 2025Q2: 77,091 shares; 2025Q3: 88,753 shares; 2025Q4: 110,320 shares 110,320 $1.1M 0.01% +21,567 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 788 shares; 2025Q1: 755 shares; 2025Q2: 750 shares; 2025Q3: 772 shares; 2025Q4: 876 shares 876 $1.1M 0.01% +104 JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,203 shares; 2025Q3: 23,637 shares; 2025Q4: 23,156 shares 23,156 $1.1M 0.01% -481 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 8,312 shares; 2025Q1: 9,224 shares; 2025Q2: 11,675 shares; 2025Q3: 12,212 shares; 2025Q4: 10,780 shares 10,780 $1.09M 0.01% -1,432 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 14,118 shares; 2025Q1: 14,658 shares; 2025Q2: 14,966 shares; 2025Q3: 14,469 shares; 2025Q4: 50,131 shares 50,131 $1.09M 0.01% +35,662 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,202 shares; 2025Q1: 10,477 shares; 2025Q2: 10,066 shares; 2025Q3: 10,069 shares; 2025Q4: 10,509 shares 10,509 $1.08M 0.01% +440 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 8,824 shares; 2025Q1: 7,269 shares; 2025Q2: 6,899 shares; 2025Q3: 6,792 shares; 2025Q4: 7,052 shares 7,052 $1.08M 0.01% +260 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 2,556 shares; 2025Q1: 2,576 shares; 2025Q2: 2,774 shares; 2025Q3: 2,106 shares; 2025Q4: 2,025 shares 2,025 $1.08M 0.01% -81 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,434 shares 13,434 $1.08M 0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: 3,807 shares; 2025Q2: 4,178 shares; 2025Q3: 4,828 shares; 2025Q4: 7,153 shares 7,153 $1.07M 0.01% +2,325 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,530 shares; 2025Q3: 2,743 shares; 2025Q4: 2,697 shares 2,697 $1.07M 0.01% -46 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,650 shares; 2025Q2: 64,716 shares; 2025Q3: 24,044 shares; 2025Q4: 26,371 shares 26,371 $1.07M 0.01% +2,327 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,977 shares 196,977 $1.07M 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 17,490 shares; 2025Q1: 18,732 shares; 2025Q2: 22,439 shares; 2025Q3: 24,363 shares; 2025Q4: 28,101 shares 28,101 $1.07M 0.01% +3,738 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,894 shares; 2025Q3: 11,208 shares; 2025Q4: 11,108 shares 11,108 $1.07M 0.01% -100 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 13,500 shares; 2025Q1: 14,745 shares; 2025Q2: 19,493 shares; 2025Q3: 18,860 shares; 2025Q4: 24,565 shares 24,565 $1.06M 0.01% +5,705 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,146 shares; 2024Q4: 25,882 shares; 2025Q1: 32,093 shares; 2025Q2: 77,312 shares; 2025Q3: 84,968 shares; 2025Q4: 90,774 shares 90,774 $1.06M 0.01% +5,806 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,001 shares; 2025Q2: 59,958 shares; 2025Q3: 55,948 shares; 2025Q4: 69,614 shares 69,614 $1.06M 0.01% +13,666 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,533 shares; 2025Q1: 11,643 shares; 2025Q2: 10,913 shares; 2025Q3: 11,063 shares; 2025Q4: 11,065 shares 11,065 $1.06M 0.01% +2 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 4,256 shares; 2025Q1: 3,464 shares; 2025Q2: 4,439 shares; 2025Q3: 3,516 shares; 2025Q4: 5,214 shares 5,214 $1.06M 0.01% +1,698 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,843 shares 204,843 $1.06M 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 6,512 shares; 2025Q1: 8,162 shares; 2025Q2: 7,246 shares; 2025Q3: 7,341 shares; 2025Q4: 7,957 shares 7,957 $1.05M 0.01% +616 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,392 shares 93,392 $1.05M 0.01% new Timeline MDIV 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: 48,042 shares; 2025Q3: 70,066 shares; 2025Q4: 66,859 shares 66,859 $1.05M 0.01% -3,207 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 27,172 shares; 2025Q1: 26,065 shares; 2025Q2: 25,425 shares; 2025Q3: 24,745 shares; 2025Q4: 25,492 shares 25,492 $1.05M 0.01% +747 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES 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: 77,437 shares 77,437 $1.05M 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,938 shares; 2025Q2: 2,225 shares; 2025Q3: 3,462 shares; 2025Q4: 4,583 shares 4,583 $1.05M 0.01% +1,121 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,503 shares; 2025Q2: 20,369 shares; 2025Q3: 39,722 shares; 2025Q4: 82,480 shares 82,480 $1.04M 0.01% +42,758 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,023 shares 14,023 $1.04M 0.01% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 12,350 shares; 2025Q1: 15,083 shares; 2025Q2: 14,680 shares; 2025Q3: 15,699 shares; 2025Q4: 69,257 shares 69,257 $1.04M 0.01% +53,558 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,555 shares; 2025Q1: 5,208 shares; 2025Q2: 10,450 shares; 2025Q3: 9,535 shares; 2025Q4: 9,792 shares 9,792 $1.04M 0.01% +257 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,732 shares; 2024Q4: 15,495 shares; 2025Q1: 26,481 shares; 2025Q2: 31,344 shares; 2025Q3: 55,811 shares; 2025Q4: 64,667 shares 64,667 $1.04M 0.01% +8,856 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 3,955 shares; 2025Q1: 4,658 shares; 2025Q2: 5,606 shares; 2025Q3: 6,280 shares; 2025Q4: 6,460 shares 6,460 $1.04M 0.01% +180 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478 shares; 2025Q1: 3,383 shares; 2025Q2: 6,130 shares; 2025Q3: 8,306 shares; 2025Q4: 5,321 shares 5,321 $1.03M 0.01% -2,985 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,826 shares; 2025Q1: 1,901 shares; 2025Q2: 3,351 shares; 2025Q3: 3,994 shares; 2025Q4: 5,194 shares 5,194 $1.03M 0.01% +1,200 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,671 shares; 2025Q1: 13,948 shares; 2025Q2: 19,712 shares; 2025Q3: 24,480 shares; 2025Q4: 26,377 shares 26,377 $1.03M 0.01% +1,897 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,903 shares; 2025Q1: 5,469 shares; 2025Q2: 7,275 shares; 2025Q3: 7,400 shares; 2025Q4: 10,196 shares 10,196 $1.02M 0.01% +2,796 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,308 shares 22,308 $1.02M 0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,874 shares 52,874 $1.02M 0.01% new Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & 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: not reported; 2025Q3: not reported; 2025Q4: 81,621 shares 81,621 $1.02M 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 21,024 shares 21,024 $1.02M 0.01% new Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,337 shares; 2025Q3: 24,742 shares; 2025Q4: 30,514 shares 30,514 $1.02M 0.01% +5,772 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,343 shares; 2024Q4: 113,216 shares; 2025Q1: 143,565 shares; 2025Q2: 186,198 shares; 2025Q3: 180,306 shares; 2025Q4: 191,968 shares 191,968 $1.02M 0.01% +11,662 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740 shares; 2025Q3: 8,593 shares; 2025Q4: 20,468 shares 20,468 $1.02M 0.01% +11,875 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 15,453 shares; 2025Q1: 15,021 shares; 2025Q2: 62,926 shares; 2025Q3: 44,937 shares; 2025Q4: 48,362 shares 48,362 $1.02M 0.01% +3,425 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 1,861 shares; 2025Q4: 6,081 shares 6,081 $1.01M 0.01% +4,220 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,318 shares; 2025Q1: 13,080 shares; 2025Q2: 13,145 shares; 2025Q3: 12,158 shares; 2025Q4: 13,233 shares 13,233 $1.01M 0.01% +1,075 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 8,764 shares 8,764 $1.01M 0.01% +7,167 Timeline SPMO 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: 3,739 shares; 2025Q4: 8,432 shares 8,432 $1M 0.01% +4,693 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,936 shares; 2025Q2: 25,832 shares; 2025Q3: 31,863 shares; 2025Q4: 33,595 shares 33,595 $1M 0.01% +1,732 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,164 shares; 2025Q2: 25,399 shares; 2025Q3: 30,091 shares; 2025Q4: 40,187 shares 40,187 $999K 0.01% +10,096 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 12,166 shares; 2025Q1: 8,320 shares; 2025Q2: 7,502 shares; 2025Q3: 9,703 shares; 2025Q4: 32,413 shares 32,413 $996K 0.01% +22,710 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,480 shares; 2025Q1: 6,984 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares; 2025Q4: 7,015 shares 7,015 $993K 0.01% +23 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,360 shares; 2025Q1: 2,986 shares; 2025Q2: 9,457 shares; 2025Q3: 9,378 shares; 2025Q4: 9,158 shares 9,158 $991K 0.01% -220 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,879 shares; 2025Q2: 67,453 shares; 2025Q3: 80,551 shares; 2025Q4: 82,308 shares 82,308 $988K 0.01% +1,757 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,658 shares; 2024Q4: 49,750 shares; 2025Q1: 54,210 shares; 2025Q2: 55,999 shares; 2025Q3: 45,656 shares; 2025Q4: 50,107 shares 50,107 $988K 0.01% +4,451 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV 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: 32,463 shares; 2025Q3: 34,263 shares; 2025Q4: 42,450 shares 42,450 $981K 0.01% +8,187 Timeline IAK 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: 6,891 shares; 2025Q1: 7,110 shares; 2025Q2: 6,608 shares; 2025Q3: 7,172 shares; 2025Q4: 7,200 shares 7,200 $980K 0.01% +28 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,150 shares; 2024Q4: 13,846 shares; 2025Q1: 39,195 shares; 2025Q2: 45,542 shares; 2025Q3: 48,195 shares; 2025Q4: 100,197 shares 100,197 $977K 0.01% +52,002 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 16,024 shares; 2025Q1: 17,553 shares; 2025Q2: 8,150 shares; 2025Q3: 8,159 shares; 2025Q4: 7,934 shares 7,934 $977K 0.01% -225 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 24,418 shares; 2025Q3: 30,453 shares; 2025Q4: 35,894 shares 35,894 $976K 0.01% +5,441 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,440 shares; 2025Q1: 3,477 shares; 2025Q2: 4,970 shares; 2025Q3: 5,272 shares; 2025Q4: 4,849 shares 4,849 $975K 0.01% -423 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 5,672 shares; 2025Q1: 5,623 shares; 2025Q2: 5,420 shares; 2025Q3: 5,335 shares; 2025Q4: 5,458 shares 5,458 $975K 0.01% +123 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,327 shares; 2025Q3: 7,642 shares; 2025Q4: 26,891 shares 26,891 $974K 0.01% +19,249 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,268 shares; 2025Q2: 19,411 shares; 2025Q3: 22,449 shares; 2025Q4: 24,874 shares 24,874 $966K 0.01% +2,425 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 3,705 shares; 2025Q2: 4,107 shares; 2025Q3: 4,441 shares; 2025Q4: 4,673 shares 4,673 $965K 0.01% +232 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,004 shares; 2025Q1: 33,328 shares; 2025Q2: 90,157 shares; 2025Q3: 99,890 shares; 2025Q4: 101,485 shares 101,485 $962K 0.01% +1,595 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 14,028 shares 14,028 $962K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,683 shares; 2025Q2: 13,849 shares; 2025Q3: 14,973 shares; 2025Q4: 13,039 shares 13,039 $960K 0.01% -1,934 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,458 shares; 2025Q1: 19,263 shares; 2025Q2: 26,945 shares; 2025Q3: 27,023 shares; 2025Q4: 26,650 shares 26,650 $959K 0.01% -373 Timeline MINO 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: not reported; 2025Q1: not reported; 2025Q2: 14,590 shares; 2025Q3: 16,738 shares; 2025Q4: 21,133 shares 21,133 $958K 0.01% +4,395 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 2,027 shares; 2025Q1: 2,070 shares; 2025Q2: 2,406 shares; 2025Q3: 2,609 shares; 2025Q4: 2,237 shares 2,237 $957K 0.01% -372 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: 6,058 shares; 2025Q2: 7,695 shares; 2025Q3: 9,360 shares; 2025Q4: 9,489 shares 9,489 $957K 0.01% +129 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 11,225 shares; 2025Q1: 13,319 shares; 2025Q2: 19,458 shares; 2025Q3: 20,396 shares; 2025Q4: 21,560 shares 21,560 $956K 0.01% +1,164 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 14,373 shares; 2025Q3: 16,772 shares; 2025Q4: 18,292 shares 18,292 $954K <0.01% +1,520 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 14,778 shares; 2025Q1: 22,920 shares; 2025Q2: 21,750 shares; 2025Q3: 21,899 shares; 2025Q4: 14,478 shares 14,478 $951K <0.01% -7,421 Timeline CHPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,401 shares 17,401 $950K <0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,276 shares; 2025Q1: 56,630 shares; 2025Q2: 56,706 shares; 2025Q3: 56,778 shares; 2025Q4: 93,078 shares 93,078 $948K <0.01% +36,300 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,847 shares; 2025Q1: 18,127 shares; 2025Q2: 20,580 shares; 2025Q3: 21,789 shares; 2025Q4: 23,220 shares 23,220 $948K <0.01% +1,431 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 7,385 shares; 2025Q1: 4,140 shares; 2025Q2: 3,797 shares; 2025Q3: 4,350 shares; 2025Q4: 5,210 shares 5,210 $948K <0.01% +860 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 3,599 shares; 2025Q1: 4,598 shares; 2025Q2: 5,866 shares; 2025Q3: 5,055 shares; 2025Q4: 3,698 shares 3,698 $947K <0.01% -1,357 Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 12,456 shares; 2025Q3: 13,058 shares; 2025Q4: 8,729 shares 8,729 $947K <0.01% -4,329 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 1,244 shares; 2025Q1: 1,900 shares; 2025Q2: 4,038 shares; 2025Q3: 4,478 shares; 2025Q4: 3,316 shares 3,316 $941K <0.01% -1,162 Timeline ACWX 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: 4,279 shares; 2025Q4: 13,924 shares 13,924 $940K <0.01% +9,645 Timeline PTNQ 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: 21,544 shares; 2024Q4: 12,040 shares; 2025Q1: 12,069 shares; 2025Q2: 10,717 shares; 2025Q3: 12,512 shares; 2025Q4: 12,032 shares 12,032 $940K <0.01% -480 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,625 shares 18,625 $939K <0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 1,932 shares; 2025Q4: 2,597 shares 2,597 $937K <0.01% +665 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 3,459 shares; 2025Q1: 3,689 shares; 2025Q2: 4,941 shares; 2025Q3: 4,932 shares; 2025Q4: 5,052 shares 5,052 $932K <0.01% +120 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,448 shares; 2024Q4: 32,408 shares; 2025Q1: 32,475 shares; 2025Q2: 32,784 shares; 2025Q3: 32,992 shares; 2025Q4: 38,758 shares 38,758 $932K <0.01% +5,766 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,220 shares; 2024Q4: 76,023 shares; 2025Q1: 80,780 shares; 2025Q2: 103,018 shares; 2025Q3: 61,211 shares; 2025Q4: 51,597 shares 51,597 $929K <0.01% -9,614 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,808 shares; 2025Q4: 11,037 shares 11,037 $928K <0.01% +8,229 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 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: 46,056 shares; 2025Q3: 62,378 shares; 2025Q4: 78,552 shares 78,552 $925K <0.01% +16,174 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 6,303 shares; 2025Q1: 12,207 shares; 2025Q2: 20,619 shares; 2025Q3: 26,356 shares; 2025Q4: 23,698 shares 23,698 $925K <0.01% -2,658 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,323 shares 65,323 $924K <0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 3,656 shares; 2025Q1: 3,533 shares; 2025Q2: 5,088 shares; 2025Q3: 4,979 shares; 2025Q4: 7,012 shares 7,012 $923K <0.01% +2,033 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 11,778 shares; 2025Q1: 9,302 shares; 2025Q2: 18,394 shares; 2025Q3: 15,416 shares; 2025Q4: 13,853 shares 13,853 $922K <0.01% -1,563 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: 1,004 shares; 2025Q2: 1,117 shares; 2025Q3: 1,068 shares; 2025Q4: 3,058 shares 3,058 $921K <0.01% +1,990 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,646 shares; 2024Q4: 80,256 shares; 2025Q1: 80,657 shares; 2025Q2: 85,250 shares; 2025Q3: 18,691 shares; 2025Q4: 144,589 shares 144,589 $920K <0.01% +125,898 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 2,965 shares; 2025Q3: 2,912 shares; 2025Q4: 3,663 shares 3,663 $920K <0.01% +751 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 6,057 shares; 2025Q1: 9,513 shares; 2025Q2: 14,670 shares; 2025Q3: 16,735 shares; 2025Q4: 9,274 shares 9,274 $917K <0.01% -7,461 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 5,953 shares; 2025Q1: 6,708 shares; 2025Q2: 7,975 shares; 2025Q3: 8,631 shares; 2025Q4: 10,884 shares 10,884 $915K <0.01% +2,253 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 9,644 shares; 2025Q1: 8,038 shares; 2025Q2: 10,385 shares; 2025Q3: 10,866 shares; 2025Q4: 8,768 shares 8,768 $915K <0.01% -2,098 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,974 shares; 2025Q1: 12,334 shares; 2025Q2: 34,353 shares; 2025Q3: 37,244 shares; 2025Q4: 56,904 shares 56,904 $914K <0.01% +19,660 Timeline XPEL XPEL INC More: the full row for XPEL 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: 17,437 shares; 2025Q3: 18,157 shares; 2025Q4: 18,307 shares 18,307 $914K <0.01% +150 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,160 shares; 2025Q2: 5,842 shares; 2025Q3: 27,503 shares; 2025Q4: 10,549 shares 10,549 $912K <0.01% -16,954 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 13,374 shares; 2025Q1: 13,592 shares; 2025Q2: 15,353 shares; 2025Q3: 16,343 shares; 2025Q4: 17,403 shares 17,403 $911K <0.01% +1,060 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,514 shares; 2024Q4: 22,734 shares; 2025Q1: 13,201 shares; 2025Q2: 12,187 shares; 2025Q3: 12,126 shares; 2025Q4: 13,737 shares 13,737 $911K <0.01% +1,611 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,993 shares; 2025Q3: 4,110 shares; 2025Q4: 4,383 shares 4,383 $909K <0.01% +273 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 15,726 shares; 2025Q1: 24,211 shares; 2025Q2: 35,637 shares; 2025Q3: 37,964 shares; 2025Q4: 38,793 shares 38,793 $906K <0.01% +829 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES 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: 10,081 shares; 2025Q3: 13,833 shares; 2025Q4: 14,939 shares 14,939 $905K <0.01% +1,106 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,333 shares 15,333 $902K <0.01% new Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,080 shares; 2024Q4: 26,601 shares; 2025Q1: 43,348 shares; 2025Q2: 48,169 shares; 2025Q3: 47,889 shares; 2025Q4: 57,741 shares 57,741 $901K <0.01% +9,852 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN 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: not reported; 2025Q4: 83,154 shares 83,154 $900K <0.01% new Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,792 shares; 2025Q3: 67,380 shares; 2025Q4: 67,608 shares 67,608 $899K <0.01% +228 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,420 shares; 2024Q4: 93,061 shares; 2025Q1: 98,061 shares; 2025Q2: 100,086 shares; 2025Q3: 97,910 shares; 2025Q4: 97,910 shares 97,910 $899K <0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,546 shares; 2025Q2: 14,726 shares; 2025Q3: 39,719 shares; 2025Q4: 38,482 shares 38,482 $899K <0.01% -1,237 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,317 shares 20,317 $898K <0.01% new Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,342 shares; 2025Q2: 29,749 shares; 2025Q3: 30,100 shares; 2025Q4: 30,250 shares 30,250 $897K <0.01% +150 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,417 shares; 2025Q1: 9,361 shares; 2025Q2: 27,889 shares; 2025Q3: 29,539 shares; 2025Q4: 31,400 shares 31,400 $897K <0.01% +1,861 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,505 shares; 2025Q1: 3,470 shares; 2025Q2: 4,621 shares; 2025Q3: 5,542 shares; 2025Q4: 5,899 shares 5,899 $895K <0.01% +357 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,900 shares; 2025Q3: 16,559 shares; 2025Q4: 15,025 shares 15,025 $894K <0.01% -1,534 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,446 shares; 2025Q1: 3,336 shares; 2025Q2: 8,800 shares; 2025Q3: 8,995 shares; 2025Q4: 6,486 shares 6,486 $893K <0.01% -2,509 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 7,201 shares; 2025Q1: 5,772 shares; 2025Q2: 5,786 shares; 2025Q3: 5,939 shares; 2025Q4: 6,662 shares 6,662 $892K <0.01% +723 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 14,277 shares; 2025Q1: 6,411 shares; 2025Q2: 16,231 shares; 2025Q3: 16,669 shares; 2025Q4: 16,924 shares 16,924 $891K <0.01% +255 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 21,961 shares; 2025Q1: 26,253 shares; 2025Q2: 27,314 shares; 2025Q3: 38,587 shares; 2025Q4: 39,522 shares 39,522 $887K <0.01% +935 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,980 shares; 2024Q4: 16,499 shares; 2025Q1: 12,203 shares; 2025Q2: 14,301 shares; 2025Q3: 14,697 shares; 2025Q4: 14,731 shares 14,731 $886K <0.01% +34 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: 9,413 shares 9,413 $885K <0.01% +6,316 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,321 shares; 2025Q1: 1,746 shares; 2025Q2: 1,400 shares; 2025Q3: 1,435 shares; 2025Q4: 2,093 shares 2,093 $878K <0.01% +658 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU 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: 22,876 shares; 2025Q3: 24,200 shares; 2025Q4: 34,159 shares 34,159 $878K <0.01% +9,959 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,677 shares; 2025Q4: 21,454 shares 21,454 $876K <0.01% +8,777 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,111 shares; 2024Q4: 41,874 shares; 2025Q1: 35,565 shares; 2025Q2: 39,100 shares; 2025Q3: 37,394 shares; 2025Q4: 31,744 shares 31,744 $876K <0.01% -5,650 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 9,507 shares; 2025Q3: 9,142 shares; 2025Q4: 8,542 shares 8,542 $866K <0.01% -600 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 13,648 shares; 2025Q1: 16,968 shares; 2025Q2: 30,984 shares; 2025Q3: 35,330 shares; 2025Q4: 30,734 shares 30,734 $863K <0.01% -4,596 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,339 shares; 2025Q2: 14,776 shares; 2025Q3: 15,580 shares; 2025Q4: 12,021 shares 12,021 $863K <0.01% -3,559 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,910 shares; 2024Q4: 25,609 shares; 2025Q1: 31,226 shares; 2025Q2: 100,713 shares; 2025Q3: 100,847 shares; 2025Q4: 99,592 shares 99,592 $862K <0.01% -1,255 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,050 shares; 2025Q2: 34,552 shares; 2025Q3: 27,545 shares; 2025Q4: 48,818 shares 48,818 $862K <0.01% +21,273 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,717 shares 24,717 $862K <0.01% new Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,416 shares; 2025Q4: 13,850 shares 13,850 $861K <0.01% +8,434 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 5,407 shares; 2025Q1: 5,475 shares; 2025Q2: 5,622 shares; 2025Q3: 5,839 shares; 2025Q4: 6,103 shares 6,103 $859K <0.01% +264 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,561 shares; 2025Q1: 6,400 shares; 2025Q2: 10,514 shares; 2025Q3: 10,803 shares; 2025Q4: 11,272 shares 11,272 $857K <0.01% +469 Timeline GCC 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: 24,453 shares; 2024Q4: 27,747 shares; 2025Q1: 30,037 shares; 2025Q2: 34,558 shares; 2025Q3: 38,066 shares; 2025Q4: 40,256 shares 40,256 $852K <0.01% +2,190 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 6,561 shares; 2025Q3: 6,315 shares; 2025Q4: 9,478 shares 9,478 $852K <0.01% +3,163 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 20,703 shares; 2025Q1: 22,067 shares; 2025Q2: 18,870 shares; 2025Q3: 17,699 shares; 2025Q4: 18,502 shares 18,502 $851K <0.01% +803 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,439 shares; 2025Q1: 28,869 shares; 2025Q2: 38,462 shares; 2025Q3: 27,831 shares; 2025Q4: 29,775 shares 29,775 $850K <0.01% +1,944 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,163 shares; 2024Q4: 17,028 shares; 2025Q1: 17,767 shares; 2025Q2: 22,697 shares; 2025Q3: 25,364 shares; 2025Q4: 27,691 shares 27,691 $849K <0.01% +2,327 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,813 shares 12,813 $844K <0.01% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 4,075 shares; 2025Q1: 7,445 shares; 2025Q2: 9,219 shares; 2025Q3: 9,003 shares; 2025Q4: 10,833 shares 10,833 $842K <0.01% +1,830 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,483 shares; 2025Q1: 6,620 shares; 2025Q2: 7,059 shares; 2025Q3: 7,234 shares; 2025Q4: 7,523 shares 7,523 $842K <0.01% +289 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 8,616 shares; 2025Q1: 9,558 shares; 2025Q2: 11,191 shares; 2025Q3: 11,835 shares; 2025Q4: 8,825 shares 8,825 $841K <0.01% -3,010 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,182 shares; 2025Q2: 11,411 shares; 2025Q3: 15,603 shares; 2025Q4: 16,983 shares 16,983 $840K <0.01% +1,380 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,616 shares; 2025Q1: 8,929 shares; 2025Q2: 11,205 shares; 2025Q3: 9,472 shares; 2025Q4: 11,418 shares 11,418 $839K <0.01% +1,946 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,505 shares; 2024Q4: 26,361 shares; 2025Q1: 26,167 shares; 2025Q2: 26,357 shares; 2025Q3: 26,525 shares; 2025Q4: 26,266 shares 26,266 $837K <0.01% -259 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,382 shares 15,382 $835K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 7,927 shares; 2025Q1: 9,864 shares; 2025Q2: 10,020 shares; 2025Q3: 15,214 shares; 2025Q4: 18,819 shares 18,819 $835K <0.01% +3,605 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 2,353 shares; 2025Q1: 2,698 shares; 2025Q2: 2,737 shares; 2025Q3: 2,305 shares; 2025Q4: 2,480 shares 2,480 $834K <0.01% +175 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 1,721 shares; 2025Q1: 1,783 shares; 2025Q2: 2,859 shares; 2025Q3: 3,530 shares; 2025Q4: 4,285 shares 4,285 $833K <0.01% +755 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 5,325 shares; 2025Q1: 6,150 shares; 2025Q2: 7,518 shares; 2025Q3: 7,152 shares; 2025Q4: 6,984 shares 6,984 $828K <0.01% -168 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,480 shares; 2025Q3: 19,760 shares; 2025Q4: 22,777 shares 22,777 $825K <0.01% +3,017 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,141 shares 17,141 $822K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 18,713 shares; 2025Q1: 24,913 shares; 2025Q2: 25,798 shares; 2025Q3: 23,209 shares; 2025Q4: 31,320 shares 31,320 $820K <0.01% +8,111 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,780 shares; 2025Q1: 6,933 shares; 2025Q2: 7,730 shares; 2025Q3: 9,007 shares; 2025Q4: 9,579 shares 9,579 $819K <0.01% +572 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,046 shares; 2025Q2: 6,584 shares; 2025Q3: 6,468 shares; 2025Q4: 6,732 shares 6,732 $819K <0.01% +264 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,054 shares; 2025Q3: 17,152 shares; 2025Q4: 18,366 shares 18,366 $817K <0.01% +1,214 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 13,369 shares; 2025Q1: 15,816 shares; 2025Q2: 20,821 shares; 2025Q3: 20,383 shares; 2025Q4: 24,521 shares 24,521 $815K <0.01% +4,138 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,965 shares 38,965 $814K <0.01% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,672 shares; 2025Q1: 4,095 shares; 2025Q2: 5,089 shares; 2025Q3: 5,430 shares; 2025Q4: 6,586 shares 6,586 $813K <0.01% +1,156 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,590 shares 23,590 $811K <0.01% new Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,198 shares; 2024Q4: 13,304 shares; 2025Q1: 21,853 shares; 2025Q2: 27,197 shares; 2025Q3: 29,647 shares; 2025Q4: 28,961 shares 28,961 $806K <0.01% -686 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 43,173 shares; 2025Q1: 35,093 shares; 2025Q2: 35,890 shares; 2025Q3: 46,173 shares; 2025Q4: 45,189 shares 45,189 $805K <0.01% -984 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 3,190 shares; 2025Q3: 3,524 shares; 2025Q4: 3,469 shares 3,469 $805K <0.01% -55 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: 4,934 shares; 2025Q2: 7,891 shares; 2025Q3: 9,890 shares; 2025Q4: 11,587 shares 11,587 $802K <0.01% +1,697 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,461 shares; 2025Q1: 1,337 shares; 2025Q2: 1,986 shares; 2025Q3: 2,031 shares; 2025Q4: 3,287 shares 3,287 $802K <0.01% +1,256 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 18,699 shares; 2025Q1: 19,724 shares; 2025Q2: 21,296 shares; 2025Q3: 19,045 shares; 2025Q4: 13,468 shares 13,468 $802K <0.01% -5,577 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,467 shares 17,467 $801K <0.01% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,423 shares; 2025Q1: 2,800 shares; 2025Q2: 3,447 shares; 2025Q3: 4,067 shares; 2025Q4: 4,588 shares 4,588 $801K <0.01% +521 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,746 shares; 2025Q1: 5,772 shares; 2025Q2: 6,786 shares; 2025Q3: 6,923 shares; 2025Q4: 7,430 shares 7,430 $798K <0.01% +507 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 3,064 shares; 2025Q1: 3,294 shares; 2025Q2: 3,573 shares; 2025Q3: 3,285 shares; 2025Q4: 4,979 shares 4,979 $797K <0.01% +1,694 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,898 shares; 2025Q1: 7,688 shares; 2025Q2: 8,751 shares; 2025Q3: 8,475 shares; 2025Q4: 8,572 shares 8,572 $796K <0.01% +97 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,550 shares; 2024Q4: 25,599 shares; 2025Q1: 47,047 shares; 2025Q2: 22,360 shares; 2025Q3: 21,085 shares; 2025Q4: 19,210 shares 19,210 $795K <0.01% -1,875 Timeline VVX V2X INC More: the full row for V2X 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: 10,586 shares; 2025Q4: 14,549 shares 14,549 $794K <0.01% +3,963 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,810 shares; 2025Q1: 23,902 shares; 2025Q2: 69,202 shares; 2025Q3: 72,742 shares; 2025Q4: 75,982 shares 75,982 $792K <0.01% +3,240 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,532 shares; 2025Q1: 1,497 shares; 2025Q2: 1,708 shares; 2025Q3: 1,763 shares; 2025Q4: 2,603 shares 2,603 $791K <0.01% +840 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 13,036 shares; 2025Q1: 13,672 shares; 2025Q2: 17,931 shares; 2025Q3: 17,861 shares; 2025Q4: 21,125 shares 21,125 $791K <0.01% +3,264 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,655 shares 16,655 $788K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 6,440 shares; 2025Q1: 5,561 shares; 2025Q2: 6,284 shares; 2025Q3: 6,476 shares; 2025Q4: 9,025 shares 9,025 $788K <0.01% +2,549 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,798 shares; 2025Q4: 85,498 shares 85,498 $787K <0.01% +52,700 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 13,631 shares; 2025Q1: 14,862 shares; 2025Q2: 14,786 shares; 2025Q3: 14,444 shares; 2025Q4: 10,922 shares 10,922 $786K <0.01% -3,522 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,370 shares; 2025Q1: 13,174 shares; 2025Q2: 14,754 shares; 2025Q3: 15,211 shares; 2025Q4: 20,559 shares 20,559 $786K <0.01% +5,348 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 12,533 shares; 2025Q1: 13,692 shares; 2025Q2: 15,162 shares; 2025Q3: 16,628 shares; 2025Q4: 15,298 shares 15,298 $783K <0.01% -1,330 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 14,515 shares; 2025Q1: 14,522 shares; 2025Q2: 40,250 shares; 2025Q3: 38,232 shares; 2025Q4: 50,956 shares 50,956 $782K <0.01% +12,724 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 6,981 shares; 2025Q1: 10,197 shares; 2025Q2: 12,482 shares; 2025Q3: 10,655 shares; 2025Q4: 10,913 shares 10,913 $782K <0.01% +258 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,810 shares; 2024Q4: 19,238 shares; 2025Q1: 18,183 shares; 2025Q2: not reported; 2025Q3: 34,949 shares; 2025Q4: 34,924 shares 34,924 $781K <0.01% -25 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION 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: 54,026 shares 54,026 $780K <0.01% new Timeline ICVT 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: 3,419 shares; 2024Q4: 3,400 shares; 2025Q1: 3,193 shares; 2025Q2: 3,269 shares; 2025Q3: 4,442 shares; 2025Q4: 7,930 shares 7,930 $780K <0.01% +3,488 Timeline FLCC 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: 16,502 shares; 2025Q1: 20,511 shares; 2025Q2: 22,653 shares; 2025Q3: 23,078 shares; 2025Q4: 23,945 shares 23,945 $778K <0.01% +867 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,020 shares; 2025Q1: 14,597 shares; 2025Q2: 14,214 shares; 2025Q3: 14,127 shares; 2025Q4: 17,407 shares 17,407 $777K <0.01% +3,280 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,909 shares; 2025Q4: 15,250 shares 15,250 $777K <0.01% +8,341 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,225 shares 9,225 $776K <0.01% new Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,134 shares; 2025Q3: 15,271 shares; 2025Q4: 15,197 shares 15,197 $776K <0.01% -74 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,264 shares; 2025Q4: 54,689 shares 54,689 $774K <0.01% +34,425 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,014 shares; 2024Q4: 38,735 shares; 2025Q1: 18,699 shares; 2025Q2: 23,821 shares; 2025Q3: 28,655 shares; 2025Q4: 28,366 shares 28,366 $771K <0.01% -289 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,565 shares; 2024Q4: 10,964 shares; 2025Q1: 12,971 shares; 2025Q2: 12,243 shares; 2025Q3: 16,358 shares; 2025Q4: 14,892 shares 14,892 $770K <0.01% -1,466 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 10,317 shares; 2025Q1: 11,004 shares; 2025Q2: 11,758 shares; 2025Q3: 12,663 shares; 2025Q4: 9,723 shares 9,723 $769K <0.01% -2,940 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL 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: 20,768 shares; 2025Q3: 26,348 shares; 2025Q4: 23,524 shares 23,524 $768K <0.01% -2,824 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC 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: 30,279 shares; 2025Q3: 34,029 shares; 2025Q4: 36,927 shares 36,927 $768K <0.01% +2,898 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 3,556 shares; 2025Q1: 5,052 shares; 2025Q2: 2,450 shares; 2025Q3: 2,260 shares; 2025Q4: 5,764 shares 5,764 $767K <0.01% +3,504 Timeline FLDB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,218 shares 15,218 $767K <0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,716 shares; 2025Q1: 16,787 shares; 2025Q2: 19,340 shares; 2025Q3: 18,338 shares; 2025Q4: 19,354 shares 19,354 $764K <0.01% +1,016 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,321 shares; 2025Q1: 2,277 shares; 2025Q2: 2,183 shares; 2025Q3: 2,118 shares; 2025Q4: 1,908 shares 1,908 $764K <0.01% -210 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: 2,789 shares; 2025Q3: 5,760 shares; 2025Q4: 9,001 shares 9,001 $764K <0.01% +3,241 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 3,177 shares; 2025Q4: 8,356 shares 8,356 $764K <0.01% +5,179 Timeline PIE 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: 8,536 shares; 2025Q4: 32,308 shares 32,308 $764K <0.01% +23,772 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,436 shares; 2025Q3: 16,645 shares; 2025Q4: 16,682 shares 16,682 $763K <0.01% +37 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU 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: 34,054 shares 34,054 $761K <0.01% new Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 14,555 shares; 2025Q2: 21,579 shares; 2025Q3: 21,949 shares; 2025Q4: 28,666 shares 28,666 $761K <0.01% +6,717 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,634 shares; 2024Q4: 33,849 shares; 2025Q1: 30,635 shares; 2025Q2: 29,858 shares; 2025Q3: 36,598 shares; 2025Q4: 40,301 shares 40,301 $758K <0.01% +3,703 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,187 shares; 2025Q2: 32,188 shares; 2025Q3: 34,313 shares; 2025Q4: 35,992 shares 35,992 $758K <0.01% +1,679 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 3,527 shares; 2025Q1: 4,223 shares; 2025Q2: 6,241 shares; 2025Q3: 7,798 shares; 2025Q4: 8,683 shares 8,683 $757K <0.01% +885 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,072 shares 10,072 $754K <0.01% new Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,820 shares; 2025Q3: 16,616 shares; 2025Q4: 16,984 shares 16,984 $751K <0.01% +368 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 2,665 shares; 2025Q1: 5,499 shares; 2025Q2: 6,173 shares; 2025Q3: 4,566 shares; 2025Q4: 4,275 shares 4,275 $751K <0.01% -291 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,196 shares; 2025Q1: 6,188 shares; 2025Q2: 14,306 shares; 2025Q3: 12,689 shares; 2025Q4: 12,642 shares 12,642 $751K <0.01% -47 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,842 shares 21,842 $750K <0.01% new Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,367 shares; 2025Q1: 2,883 shares; 2025Q2: not reported; 2025Q3: 1,168 shares; 2025Q4: 2,841 shares 2,841 $750K <0.01% +1,673 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,560 shares 119,560 $750K <0.01% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,492 shares 15,492 $749K <0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 4,794 shares; 2025Q1: 6,002 shares; 2025Q2: 7,003 shares; 2025Q3: 6,732 shares; 2025Q4: 6,899 shares 6,899 $749K <0.01% +167 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,103 shares; 2025Q3: 5,710 shares; 2025Q4: 14,229 shares 14,229 $747K <0.01% +8,519 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 3,022 shares; 2025Q1: 3,347 shares; 2025Q2: 3,712 shares; 2025Q3: 3,404 shares; 2025Q4: 3,900 shares 3,900 $746K <0.01% +496 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 26,273 shares; 2025Q1: 27,196 shares; 2025Q2: 27,360 shares; 2025Q3: 28,323 shares; 2025Q4: 33,885 shares 33,885 $746K <0.01% +5,562 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,830 shares; 2024Q4: 31,286 shares; 2025Q1: 33,168 shares; 2025Q2: 35,577 shares; 2025Q3: 35,385 shares; 2025Q4: 37,565 shares 37,565 $746K <0.01% +2,180 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,589 shares 2,589 $744K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 6,738 shares; 2025Q1: 6,522 shares; 2025Q2: 7,452 shares; 2025Q3: 7,961 shares; 2025Q4: 8,411 shares 8,411 $744K <0.01% +450 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 5,941 shares; 2025Q1: 7,551 shares; 2025Q2: 16,934 shares; 2025Q3: 16,851 shares; 2025Q4: 15,878 shares 15,878 $742K <0.01% -973 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 7,179 shares; 2025Q1: 7,090 shares; 2025Q2: 9,063 shares; 2025Q3: 9,555 shares; 2025Q4: 11,568 shares 11,568 $741K <0.01% +2,013 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,577 shares; 2025Q1: 1,548 shares; 2025Q2: 1,574 shares; 2025Q3: 2,071 shares; 2025Q4: 2,390 shares 2,390 $738K <0.01% +319 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,715 shares; 2025Q1: not reported; 2025Q2: 22,124 shares; 2025Q3: 21,674 shares; 2025Q4: 20,926 shares 20,926 $738K <0.01% -748 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,383 shares; 2025Q1: 2,512 shares; 2025Q2: 2,685 shares; 2025Q3: 2,784 shares; 2025Q4: 3,182 shares 3,182 $737K <0.01% +398 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 5,169 shares; 2025Q1: 5,529 shares; 2025Q2: 7,317 shares; 2025Q3: 8,544 shares; 2025Q4: 10,934 shares 10,934 $736K <0.01% +2,390 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,802 shares; 2025Q1: 1,878 shares; 2025Q2: 2,729 shares; 2025Q3: 3,374 shares; 2025Q4: 3,809 shares 3,809 $735K <0.01% +435 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,436 shares; 2025Q2: 8,900 shares; 2025Q3: 26,735 shares; 2025Q4: 31,734 shares 31,734 $731K <0.01% +4,999 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,940 shares; 2025Q1: 2,605 shares; 2025Q2: 4,064 shares; 2025Q3: 4,334 shares; 2025Q4: 4,771 shares 4,771 $729K <0.01% +437 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,994 shares; 2025Q1: 6,560 shares; 2025Q2: 7,037 shares; 2025Q3: 9,064 shares; 2025Q4: 8,977 shares 8,977 $729K <0.01% -87 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,434 shares 51,434 $727K <0.01% new Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,049 shares 7,049 $727K <0.01% new Timeline VRP 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: 22,979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,570 shares; 2025Q3: 11,389 shares; 2025Q4: 29,826 shares 29,826 $726K <0.01% +18,437 Timeline VSHY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,437 shares; 2025Q2: 31,575 shares; 2025Q3: 33,521 shares; 2025Q4: 33,277 shares 33,277 $726K <0.01% -244 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,955 shares; 2025Q1: 4,255 shares; 2025Q2: 6,434 shares; 2025Q3: 7,273 shares; 2025Q4: 11,179 shares 11,179 $724K <0.01% +3,906 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 12,045 shares; 2025Q1: 8,066 shares; 2025Q2: 8,863 shares; 2025Q3: 7,944 shares; 2025Q4: 7,575 shares 7,575 $718K <0.01% -369 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,651 shares; 2025Q3: 17,186 shares; 2025Q4: 18,035 shares 18,035 $712K <0.01% +849 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,695 shares; 2025Q2: 26,783 shares; 2025Q3: 26,579 shares; 2025Q4: 26,317 shares 26,317 $710K <0.01% -262 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,824 shares; 2025Q1: 5,947 shares; 2025Q2: 8,572 shares; 2025Q3: 6,983 shares; 2025Q4: 8,148 shares 8,148 $710K <0.01% +1,165 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,099 shares; 2025Q3: 10,379 shares; 2025Q4: 13,880 shares 13,880 $709K <0.01% +3,501 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,349 shares; 2024Q4: 30,526 shares; 2025Q1: 30,114 shares; 2025Q2: 53,394 shares; 2025Q3: 55,571 shares; 2025Q4: 22,715 shares 22,715 $709K <0.01% -32,856 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,895 shares; 2025Q1: 7,795 shares; 2025Q2: 7,373 shares; 2025Q3: 7,622 shares; 2025Q4: 7,419 shares 7,419 $709K <0.01% -203 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 7,163 shares; 2025Q1: 7,845 shares; 2025Q2: 7,568 shares; 2025Q3: 16,833 shares; 2025Q4: 10,180 shares 10,180 $707K <0.01% -6,653 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,325 shares; 2024Q4: 32,195 shares; 2025Q1: 27,370 shares; 2025Q2: 36,538 shares; 2025Q3: 36,703 shares; 2025Q4: 37,362 shares 37,362 $706K <0.01% +659 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,468 shares 6,468 $705K <0.01% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 9,234 shares; 2025Q1: 9,499 shares; 2025Q2: 7,226 shares; 2025Q3: 7,781 shares; 2025Q4: 10,446 shares 10,446 $704K <0.01% +2,665 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,663 shares; 2025Q2: 2,755 shares; 2025Q3: 2,832 shares; 2025Q4: 4,161 shares 4,161 $704K <0.01% +1,329 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,121 shares; 2024Q4: 16,162 shares; 2025Q1: 16,097 shares; 2025Q2: 22,561 shares; 2025Q3: 23,813 shares; 2025Q4: 23,848 shares 23,848 $703K <0.01% +35 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 12,210 shares; 2025Q1: 12,806 shares; 2025Q2: 11,898 shares; 2025Q3: 9,956 shares; 2025Q4: 9,761 shares 9,761 $703K <0.01% -195 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED 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: 17,717 shares; 2025Q3: 19,668 shares; 2025Q4: 29,716 shares 29,716 $703K <0.01% +10,048 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,150 shares; 2025Q1: 18,150 shares; 2025Q2: 31,536 shares; 2025Q3: 31,536 shares; 2025Q4: 29,699 shares 29,699 $702K <0.01% -1,837 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 11,961 shares; 2025Q3: 12,972 shares; 2025Q4: 8,985 shares 8,985 $701K <0.01% -3,987 Timeline REIT ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,213 shares; 2025Q2: 34,089 shares; 2025Q3: 54,863 shares; 2025Q4: 26,652 shares 26,652 $700K <0.01% -28,211 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,877 shares; 2025Q1: 2,839 shares; 2025Q2: 2,825 shares; 2025Q3: 2,818 shares; 2025Q4: 3,531 shares 3,531 $699K <0.01% +713 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,680 shares; 2025Q3: 6,324 shares; 2025Q4: 5,221 shares 5,221 $697K <0.01% -1,103 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 7,216 shares; 2025Q2: 9,108 shares; 2025Q3: 9,254 shares; 2025Q4: 9,439 shares 9,439 $694K <0.01% +185 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 4,708 shares; 2025Q4: 11,100 shares 11,100 $693K <0.01% +6,392 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,572 shares; 2025Q3: 13,836 shares; 2025Q4: 13,081 shares 13,081 $691K <0.01% -755 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 9,876 shares; 2025Q1: 10,261 shares; 2025Q2: 13,005 shares; 2025Q3: 14,208 shares; 2025Q4: 11,044 shares 11,044 $690K <0.01% -3,164 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 7,617 shares; 2025Q1: 8,745 shares; 2025Q2: 3,940 shares; 2025Q3: 3,150 shares; 2025Q4: 3,462 shares 3,462 $689K <0.01% +312 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 10,595 shares; 2025Q1: 11,637 shares; 2025Q2: 7,117 shares; 2025Q3: 7,369 shares; 2025Q4: 7,052 shares 7,052 $688K <0.01% -317 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,520 shares; 2025Q1: 1,452 shares; 2025Q2: 2,156 shares; 2025Q3: 1,735 shares; 2025Q4: 2,573 shares 2,573 $686K <0.01% +838 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,708 shares; 2025Q1: 1,860 shares; 2025Q2: 2,225 shares; 2025Q3: 2,368 shares; 2025Q4: 2,263 shares 2,263 $686K <0.01% -105 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,617 shares; 2025Q1: 6,568 shares; 2025Q2: 9,204 shares; 2025Q3: 9,807 shares; 2025Q4: 11,097 shares 11,097 $685K <0.01% +1,290 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,975 shares; 2025Q4: 86,075 shares 86,075 $683K <0.01% +69,100 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,568 shares 32,568 $681K <0.01% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 5,978 shares; 2025Q1: 6,938 shares; 2025Q2: 10,176 shares; 2025Q3: 13,126 shares; 2025Q4: 11,418 shares 11,418 $678K <0.01% -1,708 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,780 shares; 2025Q1: 20,155 shares; 2025Q2: 25,644 shares; 2025Q3: 25,644 shares; 2025Q4: 26,508 shares 26,508 $676K <0.01% +864 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,389 shares; 2025Q1: 1,528 shares; 2025Q2: 1,649 shares; 2025Q3: 1,565 shares; 2025Q4: 1,676 shares 1,676 $676K <0.01% +111 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES 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: 14,900 shares; 2025Q2: 18,279 shares; 2025Q3: 19,052 shares; 2025Q4: 51,181 shares 51,181 $676K <0.01% +32,129 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,121 shares; 2024Q4: 11,269 shares; 2025Q1: 12,309 shares; 2025Q2: 24,837 shares; 2025Q3: 28,349 shares; 2025Q4: 26,158 shares 26,158 $676K <0.01% -2,191 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,011 shares; 2025Q3: 35,592 shares; 2025Q4: 40,842 shares 40,842 $674K <0.01% +5,250 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 930 shares; 2025Q2: 915 shares; 2025Q3: 1,308 shares; 2025Q4: 2,078 shares 2,078 $672K <0.01% +770 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,482 shares; 2025Q2: 10,584 shares; 2025Q3: 12,054 shares; 2025Q4: 10,944 shares 10,944 $672K <0.01% -1,110 Timeline FEZ 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: 13,662 shares; 2024Q4: 12,963 shares; 2025Q1: 9,393 shares; 2025Q2: 8,362 shares; 2025Q3: 8,263 shares; 2025Q4: 10,545 shares 10,545 $672K <0.01% +2,282 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,663 shares; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 2,581 shares; 2025Q4: 4,946 shares 4,946 $672K <0.01% +2,365 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,561 shares; 2025Q3: 15,298 shares; 2025Q4: 14,379 shares 14,379 $671K <0.01% -919 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,187 shares; 2024Q4: 10,344 shares; 2025Q1: 15,461 shares; 2025Q2: 17,085 shares; 2025Q3: 18,623 shares; 2025Q4: 20,334 shares 20,334 $670K <0.01% +1,711 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 5,478 shares; 2025Q1: 7,304 shares; 2025Q2: 8,143 shares; 2025Q3: 8,486 shares; 2025Q4: 7,691 shares 7,691 $669K <0.01% -795 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 7,241 shares 7,241 $667K <0.01% +5,255 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL 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: 13,493 shares; 2025Q2: 13,521 shares; 2025Q3: 19,614 shares; 2025Q4: 23,455 shares 23,455 $666K <0.01% +3,841 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,562 shares; 2025Q1: 12,054 shares; 2025Q2: 13,677 shares; 2025Q3: 12,400 shares; 2025Q4: 16,167 shares 16,167 $664K <0.01% +3,767 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,332 shares; 2025Q1: not reported; 2025Q2: 3,486 shares; 2025Q3: 3,995 shares; 2025Q4: 3,975 shares 3,975 $661K <0.01% -20 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 6,128 shares; 2025Q1: 6,659 shares; 2025Q2: 9,148 shares; 2025Q3: 9,046 shares; 2025Q4: 8,214 shares 8,214 $661K <0.01% -832 Timeline SPMB 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: 16,231 shares; 2025Q1: 19,281 shares; 2025Q2: 26,734 shares; 2025Q3: 27,359 shares; 2025Q4: 29,472 shares 29,472 $661K <0.01% +2,113 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,940 shares 10,940 $658K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,890 shares; 2025Q2: 7,143 shares; 2025Q3: 8,167 shares; 2025Q4: 8,999 shares 8,999 $657K <0.01% +832 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,793 shares; 2025Q2: 9,698 shares; 2025Q3: 11,838 shares; 2025Q4: 18,343 shares 18,343 $655K <0.01% +6,505 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 15,422 shares; 2025Q1: 16,230 shares; 2025Q2: 15,886 shares; 2025Q3: 16,119 shares; 2025Q4: 46,152 shares 46,152 $654K <0.01% +30,033 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,537 shares 14,537 $653K <0.01% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 14,897 shares; 2025Q1: 5,906 shares; 2025Q2: 19,794 shares; 2025Q3: 15,512 shares; 2025Q4: 15,207 shares 15,207 $652K <0.01% -305 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,066 shares; 2025Q1: 8,262 shares; 2025Q2: 14,213 shares; 2025Q3: 14,912 shares; 2025Q4: 14,140 shares 14,140 $652K <0.01% -772 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,133 shares; 2024Q4: 16,341 shares; 2025Q1: 15,218 shares; 2025Q2: 15,875 shares; 2025Q3: 7,718 shares; 2025Q4: 7,182 shares 7,182 $651K <0.01% -536 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 7,148 shares; 2025Q1: 8,431 shares; 2025Q2: 11,001 shares; 2025Q3: 12,085 shares; 2025Q4: 12,814 shares 12,814 $650K <0.01% +729 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,667 shares; 2025Q3: 12,612 shares; 2025Q4: 14,645 shares 14,645 $643K <0.01% +2,033 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 5,949 shares; 2025Q1: 6,384 shares; 2025Q2: 6,315 shares; 2025Q3: 6,218 shares; 2025Q4: 5,841 shares 5,841 $643K <0.01% -377 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,780 shares; 2025Q3: 4,329 shares; 2025Q4: 4,469 shares 4,469 $641K <0.01% +140 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,127 shares 13,127 $641K <0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 11,134 shares; 2025Q1: 17,812 shares; 2025Q2: 20,044 shares; 2025Q3: 20,059 shares; 2025Q4: 18,373 shares 18,373 $640K <0.01% -1,686 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,476 shares 72,476 $639K <0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,430 shares; 2025Q3: 10,379 shares; 2025Q4: 9,262 shares 9,262 $631K <0.01% -1,117 Timeline BKUI 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: 9,517 shares; 2025Q2: 20,002 shares; 2025Q3: 16,917 shares; 2025Q4: 12,678 shares 12,678 $631K <0.01% -4,239 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,531 shares; 2024Q4: 27,175 shares; 2025Q1: 29,485 shares; 2025Q2: 30,598 shares; 2025Q3: 30,637 shares; 2025Q4: 27,342 shares 27,342 $630K <0.01% -3,295 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 23,548 shares 23,548 $630K <0.01% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,360 shares; 2025Q4: 18,373 shares 18,373 $629K <0.01% +9,013 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,344 shares; 2025Q1: 21,419 shares; 2025Q2: 23,526 shares; 2025Q3: 33,349 shares; 2025Q4: 55,091 shares 55,091 $629K <0.01% +21,742 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,920 shares; 2024Q4: 62,537 shares; 2025Q1: 47,046 shares; 2025Q2: 53,268 shares; 2025Q3: 52,735 shares; 2025Q4: 62,125 shares 62,125 $628K <0.01% +9,390 Timeline NUMG 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: not reported; 2024Q4: 9,751 shares; 2025Q1: 10,518 shares; 2025Q2: 8,533 shares; 2025Q3: 8,051 shares; 2025Q4: 13,147 shares 13,147 $628K <0.01% +5,096 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,338 shares; 2025Q3: 6,763 shares; 2025Q4: 8,241 shares 8,241 $627K <0.01% +1,478 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 10,726 shares; 2025Q1: 9,711 shares; 2025Q2: 14,211 shares; 2025Q3: 17,516 shares; 2025Q4: 18,694 shares 18,694 $627K <0.01% +1,178 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,326 shares; 2025Q4: 22,091 shares 22,091 $626K <0.01% +3,765 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,535 shares; 2025Q1: 17,080 shares; 2025Q2: 18,768 shares; 2025Q3: 18,840 shares; 2025Q4: 19,976 shares 19,976 $624K <0.01% +1,136 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,806 shares; 2025Q1: 22,238 shares; 2025Q2: 18,447 shares; 2025Q3: 14,187 shares; 2025Q4: 14,217 shares 14,217 $623K <0.01% +30 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 13,812 shares; 2025Q1: 13,935 shares; 2025Q2: 43,738 shares; 2025Q3: 46,856 shares; 2025Q4: 48,708 shares 48,708 $619K <0.01% +1,852 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,719 shares; 2025Q1: 2,924 shares; 2025Q2: 3,351 shares; 2025Q3: 3,326 shares; 2025Q4: 5,577 shares 5,577 $616K <0.01% +2,251 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 4,614 shares; 2025Q1: 4,549 shares; 2025Q2: 8,617 shares; 2025Q3: 7,810 shares; 2025Q4: 4,652 shares 4,652 $614K <0.01% -3,158 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,801 shares; 2025Q2: 2,358 shares; 2025Q3: 2,346 shares; 2025Q4: 4,101 shares 4,101 $610K <0.01% +1,755 Timeline HGER 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,477 shares; 2025Q4: 24,533 shares 24,533 $609K <0.01% +12,056 Timeline