UI UBIQUITI INC More: the full row for UBIQUITI 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: 1,056 shares; 2025Q4: 1,039 shares 1,039 $575K 0.03% -17 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,048 shares; 2024Q4: 24,136 shares; 2025Q1: 26,533 shares; 2025Q2: 25,146 shares; 2025Q3: 31,610 shares; 2025Q4: 19,349 shares 19,349 $572K 0.03% -12,261 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,471 shares; 2025Q1: 4,652 shares; 2025Q2: 4,854 shares; 2025Q3: 7,383 shares; 2025Q4: 6,454 shares 6,454 $570K 0.03% -929 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 5,465 shares; 2025Q1: 5,418 shares; 2025Q2: 6,259 shares; 2025Q3: 6,317 shares; 2025Q4: 3,283 shares 3,283 $570K 0.03% -3,034 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,987 shares; 2024Q4: 10,987 shares; 2025Q1: 10,987 shares; 2025Q2: 11,287 shares; 2025Q3: 14,503 shares; 2025Q4: 14,503 shares 14,503 $567K 0.03% 0 Timeline SCHZ 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: 7,140 shares; 2024Q4: 12,630 shares; 2025Q1: 11,419 shares; 2025Q2: not reported; 2025Q3: 22,991 shares; 2025Q4: 24,056 shares 24,056 $562K 0.03% +1,065 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: 3,886 shares; 2024Q4: 4,069 shares; 2025Q1: 3,872 shares; 2025Q2: 3,960 shares; 2025Q3: 3,789 shares; 2025Q4: 4,205 shares 4,205 $561K 0.03% +416 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,020 shares; 2025Q1: 21,980 shares; 2025Q2: 21,980 shares; 2025Q3: 22,119 shares; 2025Q4: 22,352 shares 22,352 $559K 0.03% +233 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,109 shares; 2025Q1: 4,964 shares; 2025Q2: 6,104 shares; 2025Q3: 6,264 shares; 2025Q4: 1,591 shares 1,591 $557K 0.03% -4,673 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 617 shares; 2025Q1: 576 shares; 2025Q2: 629 shares; 2025Q3: 665 shares; 2025Q4: 630 shares 630 $554K 0.03% -35 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 2,886 shares; 2025Q3: 3,758 shares; 2025Q4: 5,349 shares 5,349 $553K 0.03% +1,591 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,036 shares; 2024Q4: 29,856 shares; 2025Q1: 30,801 shares; 2025Q2: 38,684 shares; 2025Q3: 40,410 shares; 2025Q4: 22,079 shares 22,079 $548K 0.03% -18,331 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 22,261 shares; 2025Q1: 17,057 shares; 2025Q2: 11,543 shares; 2025Q3: 8,042 shares; 2025Q4: 5,629 shares 5,629 $545K 0.03% -2,413 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,879 shares; 2025Q3: 6,773 shares; 2025Q4: 10,187 shares 10,187 $538K 0.03% +3,414 Timeline SPGP 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: 6,193 shares; 2024Q4: 6,193 shares; 2025Q1: 5,903 shares; 2025Q2: 5,201 shares; 2025Q3: 5,202 shares; 2025Q4: 4,715 shares 4,715 $537K 0.03% -487 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,506 shares; 2025Q1: 3,088 shares; 2025Q2: 3,753 shares; 2025Q3: 4,121 shares; 2025Q4: 3,024 shares 3,024 $537K 0.03% -1,097 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,717 shares; 2025Q3: 11,129 shares; 2025Q4: 12,879 shares 12,879 $534K 0.03% +1,750 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,113 shares; 2024Q4: 23,091 shares; 2025Q1: 13,622 shares; 2025Q2: 13,683 shares; 2025Q3: 13,237 shares; 2025Q4: 12,937 shares 12,937 $533K 0.03% -300 Timeline PSFF 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: 15,289 shares; 2024Q4: 16,741 shares; 2025Q1: 17,075 shares; 2025Q2: 21,448 shares; 2025Q3: 20,017 shares; 2025Q4: 16,452 shares 16,452 $532K 0.03% -3,565 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: 34,293 shares; 2024Q4: 35,004 shares; 2025Q1: 22,591 shares; 2025Q2: 12,071 shares; 2025Q3: 12,060 shares; 2025Q4: 11,586 shares 11,586 $527K 0.03% -474 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: not reported; 2024Q4: 16,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,673 shares; 2025Q4: 25,047 shares 25,047 $526K 0.03% +9,374 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 7,191 shares; 2025Q1: 6,968 shares; 2025Q2: 6,603 shares; 2025Q3: 6,340 shares; 2025Q4: 6,171 shares 6,171 $522K 0.03% -169 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 5,522 shares; 2025Q1: 5,489 shares; 2025Q2: 5,364 shares; 2025Q3: 5,220 shares; 2025Q4: 4,142 shares 4,142 $522K 0.03% -1,078 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,122 shares 13,122 $520K 0.03% new 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: 13,829 shares; 2024Q4: 13,649 shares; 2025Q1: 15,919 shares; 2025Q2: not reported; 2025Q3: 15,179 shares; 2025Q4: 24,721 shares 24,721 $516K 0.03% +9,542 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 6,614 shares; 2025Q1: 6,404 shares; 2025Q2: 7,360 shares; 2025Q3: 7,342 shares; 2025Q4: 5,513 shares 5,513 $516K 0.03% -1,829 Timeline CPNJ 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: 18,995 shares; 2025Q3: 18,995 shares; 2025Q4: 18,995 shares 18,995 $513K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,911 shares; 2025Q4: 6,243 shares 6,243 $512K 0.02% -668 Timeline FDL 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: 7,136 shares; 2024Q4: 7,336 shares; 2025Q1: 7,472 shares; 2025Q2: 14,070 shares; 2025Q3: 11,551 shares; 2025Q4: 11,490 shares 11,490 $509K 0.02% -61 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 5,198 shares; 2025Q1: 5,223 shares; 2025Q2: 5,314 shares; 2025Q3: 4,992 shares; 2025Q4: 4,894 shares 4,894 $507K 0.02% -98 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 9,518 shares; 2025Q1: 9,362 shares; 2025Q2: 31,249 shares; 2025Q3: 34,945 shares; 2025Q4: 10,802 shares 10,802 $506K 0.02% -24,143 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,074 shares; 2025Q1: 21,905 shares; 2025Q2: 21,911 shares; 2025Q3: 21,917 shares; 2025Q4: 21,697 shares 21,697 $501K 0.02% -220 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,417 shares; 2025Q4: 7,274 shares 7,274 $492K 0.02% -143 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 24,721 shares 24,721 $492K 0.02% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,635 shares 21,635 $490K 0.02% new Timeline TBLL 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: 4,633 shares; 2024Q4: 4,259 shares; 2025Q1: 4,576 shares; 2025Q2: 4,939 shares; 2025Q3: 4,175 shares; 2025Q4: 4,598 shares 4,598 $486K 0.02% +423 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 2,293 shares; 2025Q2: 4,179 shares; 2025Q3: 4,371 shares; 2025Q4: 2,423 shares 2,423 $485K 0.02% -1,948 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: 35,768 shares; 2024Q4: 51,508 shares; 2025Q1: 97,991 shares; 2025Q2: 49,697 shares; 2025Q3: 48,284 shares; 2025Q4: 11,633 shares 11,633 $481K 0.02% -36,651 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 3,752 shares; 2025Q1: 3,821 shares; 2025Q2: not reported; 2025Q3: 4,372 shares; 2025Q4: 3,641 shares 3,641 $479K 0.02% -731 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 9,118 shares; 2025Q1: 9,118 shares; 2025Q2: 9,118 shares; 2025Q3: 9,118 shares; 2025Q4: 9,118 shares 9,118 $477K 0.02% 0 Timeline EFA 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: 6,457 shares; 2024Q4: 5,496 shares; 2025Q1: 5,592 shares; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 4,957 shares 4,957 $476K 0.02% -1,778 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,369 shares 2,369 $473K 0.02% new Timeline FNDA 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: 8,485 shares; 2024Q4: 13,696 shares; 2025Q1: 15,679 shares; 2025Q2: not reported; 2025Q3: 16,038 shares; 2025Q4: 14,965 shares 14,965 $472K 0.02% -1,073 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,530 shares; 2025Q1: 6,809 shares; 2025Q2: 9,538 shares; 2025Q3: 11,079 shares; 2025Q4: 8,159 shares 8,159 $470K 0.02% -2,920 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,470 shares; 2025Q1: 2,943 shares; 2025Q2: not reported; 2025Q3: 4,211 shares; 2025Q4: 2,643 shares 2,643 $469K 0.02% -1,568 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: 129,986 shares; 2024Q4: 134,084 shares; 2025Q1: 26,594 shares; 2025Q2: 24,772 shares; 2025Q3: 21,422 shares; 2025Q4: 20,305 shares 20,305 $468K 0.02% -1,117 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 15,938 shares; 2025Q1: 15,674 shares; 2025Q2: 13,622 shares; 2025Q3: 11,925 shares; 2025Q4: 9,313 shares 9,313 $466K 0.02% -2,612 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,632 shares; 2024Q4: 10,321 shares; 2025Q1: 10,234 shares; 2025Q2: 9,701 shares; 2025Q3: 10,492 shares; 2025Q4: 9,326 shares 9,326 $463K 0.02% -1,166 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,139 shares; 2024Q4: 16,988 shares; 2025Q1: 15,595 shares; 2025Q2: 19,418 shares; 2025Q3: 18,075 shares; 2025Q4: 15,235 shares 15,235 $455K 0.02% -2,840 Timeline FREL 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: 13,710 shares; 2024Q4: 13,882 shares; 2025Q1: 15,463 shares; 2025Q2: not reported; 2025Q3: 18,465 shares; 2025Q4: 16,934 shares 16,934 $455K 0.02% -1,531 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,673 shares; 2025Q1: 4,144 shares; 2025Q2: 6,411 shares; 2025Q3: 6,900 shares; 2025Q4: 4,739 shares 4,739 $455K 0.02% -2,161 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,517 shares; 2025Q3: 13,464 shares; 2025Q4: 13,326 shares 13,326 $447K 0.02% -138 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,064 shares; 2024Q4: 8,517 shares; 2025Q1: 8,472 shares; 2025Q2: not reported; 2025Q3: 12,399 shares; 2025Q4: 4,033 shares 4,033 $444K 0.02% -8,366 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,331 shares; 2024Q4: 19,787 shares; 2025Q1: 21,342 shares; 2025Q2: 24,051 shares; 2025Q3: 25,412 shares; 2025Q4: 19,393 shares 19,393 $444K 0.02% -6,019 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,009 shares; 2025Q1: 3,945 shares; 2025Q2: 5,844 shares; 2025Q3: 6,264 shares; 2025Q4: 3,617 shares 3,617 $444K 0.02% -2,647 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,520 shares; 2024Q4: 12,190 shares; 2025Q1: 15,364 shares; 2025Q2: 19,326 shares; 2025Q3: 19,849 shares; 2025Q4: 4,215 shares 4,215 $443K 0.02% -15,634 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 16,899 shares; 2025Q1: 16,993 shares; 2025Q2: not reported; 2025Q3: 17,084 shares; 2025Q4: 17,607 shares 17,607 $442K 0.02% +523 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,947 shares; 2025Q1: 8,909 shares; 2025Q2: not reported; 2025Q3: 9,376 shares; 2025Q4: 13,302 shares 13,302 $436K 0.02% +3,926 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,040 shares; 2025Q2: not reported; 2025Q3: 5,629 shares; 2025Q4: 3,894 shares 3,894 $435K 0.02% -1,735 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: 5,875 shares; 2025Q1: 5,782 shares; 2025Q2: 7,004 shares; 2025Q3: 6,975 shares; 2025Q4: 721 shares 721 $435K 0.02% -6,254 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,453 shares; 2024Q4: 21,771 shares; 2025Q1: 20,028 shares; 2025Q2: 19,547 shares; 2025Q3: 21,886 shares; 2025Q4: 17,191 shares 17,191 $428K 0.02% -4,695 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,216 shares; 2024Q4: 36,630 shares; 2025Q1: 8,004 shares; 2025Q2: 8,980 shares; 2025Q3: 9,276 shares; 2025Q4: 9,124 shares 9,124 $426K 0.02% -152 Timeline JPST 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: 16,498 shares; 2025Q3: 14,514 shares; 2025Q4: 8,424 shares 8,424 $426K 0.02% -6,090 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 7,351 shares; 2025Q4: 3,355 shares 3,355 $425K 0.02% -3,996 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,154 shares; 2025Q1: 5,875 shares; 2025Q2: 4,997 shares; 2025Q3: 4,812 shares; 2025Q4: 7,310 shares 7,310 $423K 0.02% +2,498 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,015 shares; 2025Q3: 14,515 shares; 2025Q4: 13,999 shares 13,999 $419K 0.02% -516 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,634 shares; 2025Q1: 3,612 shares; 2025Q2: 3,353 shares; 2025Q3: 3,184 shares; 2025Q4: 2,615 shares 2,615 $418K 0.02% -569 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: 767 shares; 2025Q2: 1,267 shares; 2025Q3: 1,622 shares; 2025Q4: 815 shares 815 $416K 0.02% -807 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,119 shares 15,119 $414K 0.02% new Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,153 shares; 2025Q3: 14,058 shares; 2025Q4: 14,058 shares 14,058 $411K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: 5,931 shares; 2025Q3: 6,047 shares; 2025Q4: 10,126 shares 10,126 $409K 0.02% +4,079 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 4,059 shares 4,059 $408K 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 1,394 shares; 2025Q3: 1,417 shares; 2025Q4: 1,658 shares 1,658 $400K 0.02% +241 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,436 shares; 2025Q1: 1,439 shares; 2025Q2: not reported; 2025Q3: 1,443 shares; 2025Q4: 1,444 shares 1,444 $400K 0.02% +1 Timeline CPSU 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: 14,699 shares; 2025Q3: 14,699 shares; 2025Q4: 14,699 shares 14,699 $398K 0.02% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,056 shares 5,056 $394K 0.02% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,847 shares; 2025Q3: 5,729 shares; 2025Q4: 4,233 shares 4,233 $389K 0.02% -1,496 Timeline CPSF 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: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares 15,100 $386K 0.02% 0 Timeline INCM 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: not reported; 2025Q2: 8,034 shares; 2025Q3: 9,778 shares; 2025Q4: 13,719 shares 13,719 $385K 0.02% +3,941 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE 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: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: 1,651 shares 1,651 $384K 0.02% -40 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,344 shares; 2025Q1: 7,458 shares; 2025Q2: 7,468 shares; 2025Q3: 7,034 shares; 2025Q4: 6,346 shares 6,346 $383K 0.02% -688 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 8,633 shares; 2025Q1: 9,028 shares; 2025Q2: 9,969 shares; 2025Q3: 10,738 shares; 2025Q4: 7,569 shares 7,569 $382K 0.02% -3,169 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,892 shares; 2025Q1: 4,103 shares; 2025Q2: 4,540 shares; 2025Q3: 4,556 shares; 2025Q4: 3,253 shares 3,253 $381K 0.02% -1,303 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,134 shares; 2025Q1: 5,438 shares; 2025Q2: not reported; 2025Q3: 5,808 shares; 2025Q4: 6,064 shares 6,064 $379K 0.02% +256 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,203 shares; 2025Q4: 15,998 shares 15,998 $378K 0.02% +795 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,747 shares; 2024Q4: 9,066 shares; 2025Q1: 9,556 shares; 2025Q2: not reported; 2025Q3: 14,821 shares; 2025Q4: 7,270 shares 7,270 $376K 0.02% -7,551 Timeline XIDE 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: 12,438 shares 12,438 $375K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 361 shares; 2025Q2: 605 shares; 2025Q3: 534 shares; 2025Q4: 457 shares 457 $375K 0.02% -77 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 371 shares; 2025Q2: 532 shares; 2025Q3: 560 shares; 2025Q4: 349 shares 349 $373K 0.02% -211 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 5,548 shares; 2025Q2: 5,913 shares; 2025Q3: 7,026 shares; 2025Q4: 3,379 shares 3,379 $373K 0.02% -3,647 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,883 shares; 2025Q2: 75,852 shares; 2025Q3: 11,572 shares; 2025Q4: 3,064 shares 3,064 $373K 0.02% -8,508 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares 3,750 $370K 0.02% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,703 shares 1,703 $370K 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,401 shares; 2025Q1: 4,393 shares; 2025Q2: not reported; 2025Q3: 5,552 shares; 2025Q4: 2,193 shares 2,193 $370K 0.02% -3,359 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: 20,794 shares; 2025Q1: 16,041 shares; 2025Q2: 9,779 shares; 2025Q3: 6,608 shares; 2025Q4: 4,634 shares 4,634 $368K 0.02% -1,974 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 9,408 shares; 2025Q1: 9,584 shares; 2025Q2: not reported; 2025Q3: 9,229 shares; 2025Q4: 7,302 shares 7,302 $367K 0.02% -1,927 Timeline QDEC 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: 14,219 shares; 2024Q4: 10,811 shares; 2025Q1: 10,413 shares; 2025Q2: 11,020 shares; 2025Q3: 18,439 shares; 2025Q4: 11,254 shares 11,254 $366K 0.02% -7,185 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares; 2025Q4: 11,601 shares 11,601 $366K 0.02% -15 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,294 shares; 2025Q3: 12,294 shares; 2025Q4: 12,094 shares 12,094 $361K 0.02% -200 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,677 shares; 2024Q4: 11,677 shares; 2025Q1: 10,346 shares; 2025Q2: 10,692 shares; 2025Q3: 10,692 shares; 2025Q4: 10,692 shares 10,692 $357K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,181 shares 3,181 $356K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 749 shares; 2025Q1: 962 shares; 2025Q2: 1,080 shares; 2025Q3: 1,183 shares; 2025Q4: 751 shares 751 $352K 0.02% -432 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 11,999 shares; 2025Q1: 8,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,379 shares 5,379 $350K 0.02% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,566 shares; 2024Q4: 187,227 shares; 2025Q1: 167,877 shares; 2025Q2: 168,204 shares; 2025Q3: 18,943 shares; 2025Q4: 7,414 shares 7,414 $349K 0.02% -11,529 Timeline DFAX 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: 12,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,629 shares 10,629 $348K 0.02% new 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: 5,490 shares; 2025Q1: 10,172 shares; 2025Q2: not reported; 2025Q3: 4,105 shares; 2025Q4: 5,168 shares 5,168 $347K 0.02% +1,063 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,963 shares; 2025Q1: 2,997 shares; 2025Q2: 665,707 shares; 2025Q3: 3,730 shares; 2025Q4: 3,390 shares 3,390 $346K 0.02% -340 Timeline PSI 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: 6,790 shares; 2024Q4: 6,455 shares; 2025Q1: not reported; 2025Q2: 5,229 shares; 2025Q3: 4,402 shares; 2025Q4: 4,387 shares 4,387 $346K 0.02% -15 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: 5,887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,242 shares; 2025Q3: 6,546 shares; 2025Q4: 6,587 shares 6,587 $345K 0.02% +41 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 5,286 shares; 2025Q1: 5,506 shares; 2025Q2: not reported; 2025Q3: 5,841 shares; 2025Q4: 5,276 shares 5,276 $343K 0.02% -565 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,702 shares; 2024Q4: 17,489 shares; 2025Q1: 17,177 shares; 2025Q2: 16,764 shares; 2025Q3: 16,005 shares; 2025Q4: 14,854 shares 14,854 $342K 0.02% -1,151 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 4,809 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,315 shares 6,315 $340K 0.02% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,204 shares; 2025Q1: 3,345 shares; 2025Q2: not reported; 2025Q3: 5,063 shares; 2025Q4: 4,566 shares 4,566 $339K 0.02% -497 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: 17,548 shares; 2024Q4: 17,945 shares; 2025Q1: 12,232 shares; 2025Q2: not reported; 2025Q3: 4,809 shares; 2025Q4: 3,515 shares 3,515 $339K 0.02% -1,294 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,927 shares; 2024Q4: 25,927 shares; 2025Q1: 25,365 shares; 2025Q2: 25,365 shares; 2025Q3: 25,637 shares; 2025Q4: 22,708 shares 22,708 $336K 0.02% -2,929 Timeline EVSD 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: 6,459 shares 6,459 $332K 0.02% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 3,118 shares 3,118 $332K 0.02% +251 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,806 shares 4,806 $332K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,948 shares; 2025Q1: 2,031 shares; 2025Q2: 2,414 shares; 2025Q3: 2,548 shares; 2025Q4: 2,145 shares 2,145 $331K 0.02% -403 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,222 shares; 2025Q4: 12,109 shares 12,109 $331K 0.02% +4,887 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,809 shares; 2024Q4: 21,520 shares; 2025Q1: 20,222 shares; 2025Q2: 26,701 shares; 2025Q3: 30,520 shares; 2025Q4: 25,166 shares 25,166 $330K 0.02% -5,354 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 1,404 shares; 2025Q1: 1,395 shares; 2025Q2: 1,971 shares; 2025Q3: 2,468 shares; 2025Q4: 1,369 shares 1,369 $330K 0.02% -1,099 Timeline MBB 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: 4,799 shares; 2024Q4: 6,065 shares; 2025Q1: 3,759 shares; 2025Q2: not reported; 2025Q3: 4,375 shares; 2025Q4: 3,466 shares 3,466 $330K 0.02% -909 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,780 shares; 2025Q3: 12,079 shares; 2025Q4: 10,638 shares 10,638 $328K 0.02% -1,441 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: 6,099 shares; 2025Q1: 7,198 shares; 2025Q2: 6,976 shares; 2025Q3: 7,299 shares; 2025Q4: 7,341 shares 7,341 $328K 0.02% +42 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,707 shares; 2025Q4: 2,005 shares 2,005 $327K 0.02% +298 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 1,125 shares; 2025Q4: 1,424 shares 1,424 $324K 0.02% +299 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,313 shares 9,313 $324K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 583 shares 583 $322K 0.02% new 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: 7,803 shares; 2024Q4: 44,554 shares; 2025Q1: 32,716 shares; 2025Q2: 19,152 shares; 2025Q3: 12,170 shares; 2025Q4: 9,105 shares 9,105 $322K 0.02% -3,065 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,759 shares; 2025Q4: 1,631 shares 1,631 $322K 0.02% -128 Timeline CPRJ 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: 11,906 shares; 2025Q4: 11,906 shares 11,906 $319K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,979 shares; 2025Q3: 1,940 shares; 2025Q4: 1,934 shares 1,934 $315K 0.02% -6 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,178 shares; 2025Q3: 3,802 shares; 2025Q4: 3,852 shares 3,852 $315K 0.02% +50 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,441 shares; 2025Q4: 6,858 shares 6,858 $310K 0.02% +1,417 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: not reported; 2024Q4: not reported; 2025Q1: 15,634 shares; 2025Q2: 16,312 shares; 2025Q3: 16,594 shares; 2025Q4: 15,708 shares 15,708 $310K 0.02% -886 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 4,625 shares; 2025Q4: 4,682 shares 4,682 $309K 0.01% +57 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 24,193 shares; 2025Q1: 17,506 shares; 2025Q2: 12,380 shares; 2025Q3: 9,108 shares; 2025Q4: 5,731 shares 5,731 $308K 0.01% -3,377 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 10,398 shares; 2025Q1: 10,155 shares; 2025Q2: not reported; 2025Q3: 11,837 shares; 2025Q4: 10,365 shares 10,365 $307K 0.01% -1,472 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: 3,035 shares; 2025Q4: 3,174 shares 3,174 $305K 0.01% +139 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,660 shares 6,660 $303K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,101 shares 1,101 $303K 0.01% -94 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,640 shares; 2025Q1: 2,766 shares; 2025Q2: not reported; 2025Q3: 2,829 shares; 2025Q4: 3,419 shares 3,419 $303K 0.01% +590 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,725 shares 3,725 $302K 0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,388 shares 11,388 $302K 0.01% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,317 shares; 2024Q4: 101,769 shares; 2025Q1: 109,662 shares; 2025Q2: not reported; 2025Q3: 10,583 shares; 2025Q4: 4,333 shares 4,333 $301K 0.01% -6,250 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,191 shares; 2025Q3: 10,375 shares; 2025Q4: 8,872 shares 8,872 $300K 0.01% -1,503 Timeline FAD 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: 1,875 shares; 2025Q1: 1,928 shares; 2025Q2: 2,055 shares; 2025Q3: 1,810 shares; 2025Q4: 1,849 shares 1,849 $299K 0.01% +39 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,487 shares; 2025Q1: 7,879 shares; 2025Q2: 8,808 shares; 2025Q3: 9,469 shares; 2025Q4: 5,809 shares 5,809 $296K 0.01% -3,660 Timeline CPSJ 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: 10,965 shares; 2025Q4: 10,925 shares 10,925 $294K 0.01% -40 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,572 shares; 2025Q1: 4,642 shares; 2025Q2: not reported; 2025Q3: 6,349 shares; 2025Q4: 5,427 shares 5,427 $293K 0.01% -922 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 12,832 shares; 2025Q3: 13,655 shares; 2025Q4: 7,326 shares 7,326 $290K 0.01% -6,329 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,716 shares; 2025Q1: 1,564 shares; 2025Q2: 1,961 shares; 2025Q3: 1,951 shares; 2025Q4: 1,318 shares 1,318 $290K 0.01% -633 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY 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: not reported; 2025Q3: not reported; 2025Q4: 12,935 shares 12,935 $289K 0.01% new 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: 10,217 shares; 2024Q4: 10,610 shares; 2025Q1: 9,685 shares; 2025Q2: 8,847 shares; 2025Q3: 8,511 shares; 2025Q4: 7,957 shares 7,957 $288K 0.01% -554 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: 19,937 shares; 2024Q4: 26,504 shares; 2025Q1: 25,214 shares; 2025Q2: 25,059 shares; 2025Q3: 24,011 shares; 2025Q4: 12,278 shares 12,278 $287K 0.01% -11,733 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 803 shares; 2025Q1: 804 shares; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 908 shares 908 $286K 0.01% -12 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: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 2,125 shares 2,125 $285K 0.01% -2,125 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,282 shares; 2025Q1: 3,315 shares; 2025Q2: not reported; 2025Q3: 2,823 shares; 2025Q4: 2,847 shares 2,847 $285K 0.01% +24 Timeline DBP 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: 3,139 shares; 2024Q4: not reported; 2025Q1: 3,062 shares; 2025Q2: 3,252 shares; 2025Q3: 3,025 shares; 2025Q4: 2,754 shares 2,754 $283K 0.01% -271 Timeline IAT 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: 5,072 shares; 2025Q4: 5,089 shares 5,089 $281K 0.01% +17 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,728 shares; 2024Q4: 21,425 shares; 2025Q1: 5,332 shares; 2025Q2: not reported; 2025Q3: 5,110 shares; 2025Q4: 6,743 shares 6,743 $278K 0.01% +1,633 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: 956 shares; 2025Q3: 1,032 shares; 2025Q4: 1,050 shares 1,050 $276K 0.01% +18 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,971 shares; 2025Q3: 15,531 shares; 2025Q4: 15,604 shares 15,604 $276K 0.01% +73 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 9,038 shares; 2025Q1: 7,259 shares; 2025Q2: 7,643 shares; 2025Q3: 7,205 shares; 2025Q4: 6,162 shares 6,162 $275K 0.01% -1,043 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,256 shares; 2024Q4: 23,306 shares; 2025Q1: 32,204 shares; 2025Q2: 38,972 shares; 2025Q3: 40,471 shares; 2025Q4: 9,759 shares 9,759 $273K 0.01% -30,712 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,356 shares; 2025Q3: 36,806 shares; 2025Q4: 2,896 shares 2,896 $273K 0.01% -33,910 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,511 shares 5,511 $272K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares 1,680 $272K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 1,253 shares; 2025Q4: 1,465 shares 1,465 $272K 0.01% +212 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,935 shares; 2025Q1: not reported; 2025Q2: 4,353 shares; 2025Q3: 4,778 shares; 2025Q4: 3,338 shares 3,338 $271K 0.01% -1,440 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: 8,064 shares; 2025Q3: 6,846 shares; 2025Q4: 6,242 shares 6,242 $271K 0.01% -604 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,036 shares 18,036 $271K 0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,171 shares 4,171 $270K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,156 shares; 2025Q1: 1,109 shares; 2025Q2: 1,446 shares; 2025Q3: 1,585 shares; 2025Q4: 933 shares 933 $269K 0.01% -652 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 2,695 shares; 2025Q1: 3,622 shares; 2025Q2: 5,036 shares; 2025Q3: 5,507 shares; 2025Q4: 3,181 shares 3,181 $268K 0.01% -2,326 Timeline SITM SITIME CORP More: the full row for SITIME 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: 763 shares; 2025Q4: 750 shares 750 $265K 0.01% -13 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,031 shares; 2025Q1: 3,973 shares; 2025Q2: 2,302 shares; 2025Q3: 2,734 shares; 2025Q4: 2,534 shares 2,534 $264K 0.01% -200 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,842 shares; 2025Q1: 2,032 shares; 2025Q2: not reported; 2025Q3: 2,182 shares; 2025Q4: 2,043 shares 2,043 $263K 0.01% -139 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: not reported; 2024Q4: 1,743 shares; 2025Q1: 1,923 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,537 shares 2,537 $263K 0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL 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: not reported; 2025Q4: 2,620 shares 2,620 $263K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,683 shares; 2025Q4: 1,913 shares 1,913 $262K 0.01% +230 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 641 shares; 2025Q3: 638 shares; 2025Q4: 447 shares 447 $259K 0.01% -191 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 7,728 shares; 2025Q1: 5,954 shares; 2025Q2: 4,636 shares; 2025Q3: 7,770 shares; 2025Q4: 5,172 shares 5,172 $259K 0.01% -2,598 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,003 shares; 2025Q3: 12,067 shares; 2025Q4: 2,526 shares 2,526 $259K 0.01% -9,541 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: 4,997 shares; 2025Q1: 4,877 shares; 2025Q2: 4,796 shares; 2025Q3: 5,081 shares; 2025Q4: 5,386 shares 5,386 $257K 0.01% +305 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,863 shares; 2025Q1: 2,715 shares; 2025Q2: 2,576 shares; 2025Q3: 2,531 shares; 2025Q4: 2,339 shares 2,339 $254K 0.01% -192 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,878 shares 3,878 $254K 0.01% new Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,185 shares; 2025Q1: 9,302 shares; 2025Q2: 20,778 shares; 2025Q3: 17,377 shares; 2025Q4: 9,753 shares 9,753 $253K 0.01% -7,624 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,298 shares; 2025Q4: 1,218 shares 1,218 $253K 0.01% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,655 shares 2,655 $252K 0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,340 shares; 2025Q1: 2,312 shares; 2025Q2: 2,443 shares; 2025Q3: 2,372 shares; 2025Q4: 1,702 shares 1,702 $251K 0.01% -670 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,713 shares; 2025Q2: 4,849 shares; 2025Q3: 4,898 shares; 2025Q4: 4,187 shares 4,187 $251K 0.01% -711 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 5,900 shares; 2025Q3: 7,820 shares; 2025Q4: 7,560 shares 7,560 $250K 0.01% -260 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,172 shares; 2025Q1: 3,507 shares; 2025Q2: 3,592 shares; 2025Q3: 4,107 shares; 2025Q4: 3,378 shares 3,378 $250K 0.01% -729 Timeline NEAR 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: 22,430 shares; 2024Q4: 21,365 shares; 2025Q1: 17,010 shares; 2025Q2: 9,107 shares; 2025Q3: 8,793 shares; 2025Q4: 4,881 shares 4,881 $249K 0.01% -3,912 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,063 shares 4,063 $249K 0.01% new Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,680 shares 8,680 $249K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,132 shares; 2025Q1: 2,623 shares; 2025Q2: 2,995 shares; 2025Q3: 3,187 shares; 2025Q4: 2,546 shares 2,546 $249K 0.01% -641 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 1,950 shares 1,950 $245K 0.01% +356 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,218 shares; 2025Q1: 3,997 shares; 2025Q2: 186,246 shares; 2025Q3: 4,293 shares; 2025Q4: 3,841 shares 3,841 $245K 0.01% -452 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,679 shares; 2024Q4: 16,676 shares; 2025Q1: 16,676 shares; 2025Q2: 13,676 shares; 2025Q3: 7,054 shares; 2025Q4: 7,654 shares 7,654 $244K 0.01% +600 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,946 shares 8,946 $244K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,582 shares; 2025Q4: 16,901 shares 16,901 $242K 0.01% -1,681 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest 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: 4,516 shares; 2025Q4: 5,352 shares 5,352 $242K 0.01% +836 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,085 shares; 2025Q4: 9,911 shares 9,911 $242K 0.01% +826 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,687 shares; 2024Q4: 15,027 shares; 2025Q1: 15,027 shares; 2025Q2: 14,127 shares; 2025Q3: 14,130 shares; 2025Q4: 6,030 shares 6,030 $241K 0.01% -8,100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,163 shares; 2024Q4: 9,200 shares; 2025Q1: 19,360 shares; 2025Q2: 22,691 shares; 2025Q3: 19,520 shares; 2025Q4: 6,630 shares 6,630 $240K 0.01% -12,890 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,776 shares; 2024Q4: 67,762 shares; 2025Q1: 70,741 shares; 2025Q2: 70,141 shares; 2025Q3: 75,272 shares; 2025Q4: 78,956 shares 78,956 $240K 0.01% +3,684 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 5,703 shares; 2025Q1: 7,502 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,528 shares 1,528 $240K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 2,839 shares; 2025Q1: 2,867 shares; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,174 shares 2,174 $239K 0.01% -626 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 10,143 shares; 2025Q1: 11,717 shares; 2025Q2: 12,132 shares; 2025Q3: 11,729 shares; 2025Q4: 9,961 shares 9,961 $239K 0.01% -1,768 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: not reported; 2025Q1: 21,568 shares; 2025Q2: 86,816 shares; 2025Q3: 77,335 shares; 2025Q4: 6,489 shares 6,489 $239K 0.01% -70,846 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 5,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,824 shares; 2025Q4: 5,508 shares 5,508 $238K 0.01% -20,316 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,702 shares; 2025Q1: 5,612 shares; 2025Q2: 5,460 shares; 2025Q3: 5,316 shares; 2025Q4: 5,209 shares 5,209 $238K 0.01% -107 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,627 shares; 2025Q1: 1,708 shares; 2025Q2: not reported; 2025Q3: 2,157 shares; 2025Q4: 1,168 shares 1,168 $237K 0.01% -989 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,367 shares 15,367 $237K 0.01% new Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares; 2025Q3: 5,225 shares; 2025Q4: 4,298 shares 4,298 $237K 0.01% -927 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,376 shares; 2025Q1: 2,962 shares; 2025Q2: 2,802 shares; 2025Q3: 2,400 shares; 2025Q4: 1,835 shares 1,835 $237K 0.01% -565 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,333 shares 9,333 $237K 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,724 shares; 2025Q1: 5,733 shares; 2025Q2: not reported; 2025Q3: 4,280 shares; 2025Q4: 4,108 shares 4,108 $236K 0.01% -172 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,930 shares; 2025Q1: 5,061 shares; 2025Q2: 5,210 shares; 2025Q3: 5,518 shares; 2025Q4: 1,787 shares 1,787 $234K 0.01% -3,731 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,413 shares; 2025Q4: 2,004 shares 2,004 $234K 0.01% -1,409 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,869 shares; 2025Q3: 4,874 shares; 2025Q4: 4,565 shares 4,565 $234K 0.01% -309 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,498 shares; 2025Q4: 1,117 shares 1,117 $233K 0.01% -381 Timeline SNOV 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: 9,726 shares; 2025Q4: 9,406 shares 9,406 $233K 0.01% -320 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,907 shares 6,907 $232K 0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 5,251 shares; 2025Q3: 5,314 shares; 2025Q4: 6,545 shares 6,545 $231K 0.01% +1,231 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 1,597 shares 1,597 $230K 0.01% -924 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares 1,085 $230K 0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,387 shares 5,387 $229K 0.01% new Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,380 shares 5,380 $228K 0.01% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,981 shares 2,981 $228K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,732 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,775 shares; 2025Q4: 1,039 shares 1,039 $228K 0.01% -736 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,677 shares; 2024Q4: 17,090 shares; 2025Q1: 16,645 shares; 2025Q2: 8,323 shares; 2025Q3: 7,797 shares; 2025Q4: 7,749 shares 7,749 $228K 0.01% -48 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,955 shares; 2025Q4: 8,635 shares 8,635 $227K 0.01% +680 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 5,153 shares 5,153 $225K 0.01% +48 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,041 shares; 2025Q3: 7,213 shares; 2025Q4: 7,578 shares 7,578 $225K 0.01% +365 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248,482 shares; 2025Q2: 279,612 shares; 2025Q3: 25,804 shares; 2025Q4: 7,661 shares 7,661 $224K 0.01% -18,143 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,487 shares 4,487 $224K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,297 shares; 2025Q3: 6,405 shares; 2025Q4: 5,053 shares 5,053 $223K 0.01% -1,352 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,109 shares; 2025Q1: 2,241 shares; 2025Q2: 2,266 shares; 2025Q3: 4,459 shares; 2025Q4: 1,531 shares 1,531 $222K 0.01% -2,928 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,557 shares; 2025Q4: 7,757 shares 7,757 $221K 0.01% +200 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,152 shares; 2025Q4: 1,139 shares 1,139 $221K 0.01% -13 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 3,648 shares; 2025Q1: 5,052 shares; 2025Q2: 5,892 shares; 2025Q3: 5,078 shares; 2025Q4: 872 shares 872 $220K 0.01% -4,206 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,815 shares 8,815 $220K 0.01% new 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: 9,095 shares; 2024Q4: 9,177 shares; 2025Q1: 8,566 shares; 2025Q2: 8,652 shares; 2025Q3: 8,734 shares; 2025Q4: 8,834 shares 8,834 $220K 0.01% +100 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,137 shares; 2024Q4: 23,139 shares; 2025Q1: 17,606 shares; 2025Q2: 12,001 shares; 2025Q3: 7,778 shares; 2025Q4: 4,661 shares 4,661 $219K 0.01% -3,117 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: 11,485 shares; 2024Q4: 11,249 shares; 2025Q1: 5,594 shares; 2025Q2: 4,132 shares; 2025Q3: 4,341 shares; 2025Q4: 4,146 shares 4,146 $218K 0.01% -195 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,306 shares 6,306 $218K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,140 shares; 2025Q3: 1,182 shares; 2025Q4: 778 shares 778 $217K 0.01% -404 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,854 shares; 2025Q3: 38,017 shares; 2025Q4: 6,395 shares 6,395 $214K 0.01% -31,622 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: 10,609 shares; 2024Q4: 18,537 shares; 2025Q1: 35,143 shares; 2025Q2: not reported; 2025Q3: 103,918 shares; 2025Q4: 4,329 shares 4,329 $214K 0.01% -99,589 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,216 shares 5,216 $211K 0.01% new 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: 2,818 shares 2,818 $210K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,354 shares; 2025Q4: 1,293 shares 1,293 $209K 0.01% -61 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,302 shares; 2025Q3: 3,272 shares; 2025Q4: 3,236 shares 3,236 $207K 0.01% -36 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,126 shares; 2025Q3: 9,719 shares; 2025Q4: 7,650 shares 7,650 $207K 0.01% -2,069 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,949 shares; 2024Q4: 6,434 shares; 2025Q1: 6,434 shares; 2025Q2: 6,229 shares; 2025Q3: 5,409 shares; 2025Q4: 5,297 shares 5,297 $207K 0.01% -112 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 848 shares; 2025Q1: 679 shares; 2025Q2: 602 shares; 2025Q3: 638 shares; 2025Q4: 537 shares 537 $206K 0.01% -101 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 6,364 shares; 2025Q1: 6,273 shares; 2025Q2: 4,658 shares; 2025Q3: 4,181 shares; 2025Q4: 4,027 shares 4,027 $204K 0.01% -154 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258,336 shares; 2025Q2: 313,152 shares; 2025Q3: 40,399 shares; 2025Q4: 7,060 shares 7,060 $204K 0.01% -33,339 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,667 shares 6,667 $203K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: 1,469 shares 1,469 $203K 0.01% -216 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,731 shares; 2024Q4: 190,728 shares; 2025Q1: 183,076 shares; 2025Q2: not reported; 2025Q3: 182,323 shares; 2025Q4: 13,226 shares 13,226 $196K 0.01% -169,097 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: 13,630 shares; 2024Q4: 13,261 shares; 2025Q1: 13,261 shares; 2025Q2: 27,704 shares; 2025Q3: 32,715 shares; 2025Q4: 24,584 shares 24,584 $130K 0.01% -8,131 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,707 shares; 2024Q4: 13,707 shares; 2025Q1: 13,707 shares; 2025Q2: 13,707 shares; 2025Q3: 18,392 shares; 2025Q4: 18,392 shares 18,392 $36.8K <0.01% 0 Timeline