FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: 6,877 shares; 2025Q3: 7,423 shares; 2025Q4: 12,465 shares 12,465 $1.87M 0.03% +5,042 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,404 shares; 2024Q4: 56,448 shares; 2025Q1: 56,448 shares; 2025Q2: 59,360 shares; 2025Q3: 69,299 shares; 2025Q4: 68,504 shares 68,504 $1.87M 0.03% -795 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,147 shares; 2024Q4: 31,851 shares; 2025Q1: 31,851 shares; 2025Q2: 40,978 shares; 2025Q3: 43,996 shares; 2025Q4: 45,334 shares 45,334 $1.86M 0.03% +1,338 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 7,250 shares; 2025Q1: 7,277 shares; 2025Q2: 7,262 shares; 2025Q3: 7,049 shares; 2025Q4: 5,703 shares 5,703 $1.85M 0.03% -1,346 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: 46,939 shares; 2024Q4: 53,811 shares; 2025Q1: 53,811 shares; 2025Q2: 54,888 shares; 2025Q3: 54,673 shares; 2025Q4: 54,679 shares 54,679 $1.85M 0.03% +6 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 16,702 shares; 2025Q1: 16,702 shares; 2025Q2: 12,786 shares; 2025Q3: 12,720 shares; 2025Q4: 13,043 shares 13,043 $1.84M 0.03% +323 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: 17,318 shares; 2024Q4: 17,202 shares; 2025Q1: 17,328 shares; 2025Q2: 24,661 shares; 2025Q3: 24,712 shares; 2025Q4: 24,831 shares 24,831 $1.83M 0.03% +119 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 7,669 shares; 2025Q1: 7,744 shares; 2025Q2: 9,696 shares; 2025Q3: 9,925 shares; 2025Q4: 10,104 shares 10,104 $1.82M 0.03% +179 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: 292,520 shares; 2024Q4: 288,773 shares; 2025Q1: 288,773 shares; 2025Q2: 306,837 shares; 2025Q3: 320,424 shares; 2025Q4: 342,808 shares 342,808 $1.82M 0.03% +22,384 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,720 shares; 2025Q3: 20,360 shares; 2025Q4: 22,239 shares 22,239 $1.81M 0.03% +1,879 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,892 shares; 2024Q4: 17,530 shares; 2025Q1: 17,694 shares; 2025Q2: 29,472 shares; 2025Q3: 31,206 shares; 2025Q4: 38,967 shares 38,967 $1.81M 0.03% +7,761 Timeline RSP 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: 24,117 shares; 2024Q4: 22,969 shares; 2025Q1: 23,514 shares; 2025Q2: 10,672 shares; 2025Q3: 8,078 shares; 2025Q4: 9,428 shares 9,428 $1.81M 0.03% +1,350 Timeline EOCT 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: 28,089 shares; 2025Q1: 28,089 shares; 2025Q2: 27,586 shares; 2025Q3: 27,475 shares; 2025Q4: 56,848 shares 56,848 $1.8M 0.03% +29,373 Timeline EFG 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: 35,233 shares; 2024Q4: 73,471 shares; 2025Q1: 73,460 shares; 2025Q2: 27,539 shares; 2025Q3: 16,731 shares; 2025Q4: 15,757 shares 15,757 $1.8M 0.03% -974 Timeline XSMO 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: 9,769 shares; 2024Q4: 22,137 shares; 2025Q1: 22,137 shares; 2025Q2: 24,497 shares; 2025Q3: 24,787 shares; 2025Q4: 24,839 shares 24,839 $1.79M 0.03% +52 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,095 shares; 2024Q4: 60,070 shares; 2025Q1: 60,070 shares; 2025Q2: 62,901 shares; 2025Q3: 44,946 shares; 2025Q4: 38,788 shares 38,788 $1.79M 0.03% -6,158 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 10,221 shares; 2025Q1: 10,221 shares; 2025Q2: 18,890 shares; 2025Q3: 21,557 shares; 2025Q4: 24,421 shares 24,421 $1.78M 0.03% +2,864 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,729 shares; 2024Q4: 49,135 shares; 2025Q1: 49,135 shares; 2025Q2: 47,944 shares; 2025Q3: 49,773 shares; 2025Q4: 45,513 shares 45,513 $1.78M 0.03% -4,260 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 5,324 shares; 2025Q1: 5,324 shares; 2025Q2: 6,138 shares; 2025Q3: 6,047 shares; 2025Q4: 7,100 shares 7,100 $1.78M 0.03% +1,053 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,804 shares; 2024Q4: 25,681 shares; 2025Q1: 25,681 shares; 2025Q2: 28,571 shares; 2025Q3: 28,642 shares; 2025Q4: 29,091 shares 29,091 $1.78M 0.03% +449 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,050 shares; 2024Q4: 36,130 shares; 2025Q1: 36,130 shares; 2025Q2: 38,996 shares; 2025Q3: 35,467 shares; 2025Q4: 36,540 shares 36,540 $1.77M 0.03% +1,073 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 24,564 shares; 2025Q1: 24,588 shares; 2025Q2: 26,735 shares; 2025Q3: 28,366 shares; 2025Q4: 31,322 shares 31,322 $1.77M 0.03% +2,956 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 3,389 shares; 2025Q1: 3,389 shares; 2025Q2: 3,460 shares; 2025Q3: 4,314 shares; 2025Q4: 4,894 shares 4,894 $1.76M 0.03% +580 Timeline INTF 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: 725 shares; 2025Q1: 725 shares; 2025Q2: 37,914 shares; 2025Q3: 44,414 shares; 2025Q4: 46,622 shares 46,622 $1.76M 0.03% +2,208 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,860 shares; 2024Q4: 96,176 shares; 2025Q1: 96,176 shares; 2025Q2: 108,501 shares; 2025Q3: 70,539 shares; 2025Q4: 90,778 shares 90,778 $1.75M 0.03% +20,239 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,746 shares; 2024Q4: 13,717 shares; 2025Q1: 13,717 shares; 2025Q2: 13,795 shares; 2025Q3: 12,741 shares; 2025Q4: 12,394 shares 12,394 $1.72M 0.03% -347 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 2,078 shares; 2025Q3: 2,196 shares; 2025Q4: 2,541 shares 2,541 $1.72M 0.03% +345 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,371 shares; 2024Q4: 27,038 shares; 2025Q1: 27,038 shares; 2025Q2: 27,564 shares; 2025Q3: 28,234 shares; 2025Q4: 18,321 shares 18,321 $1.69M 0.03% -9,913 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,787 shares; 2024Q4: 34,020 shares; 2025Q1: 34,091 shares; 2025Q2: 36,922 shares; 2025Q3: 32,619 shares; 2025Q4: 33,265 shares 33,265 $1.69M 0.03% +646 Timeline PFF 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: 77,703 shares; 2024Q4: 68,989 shares; 2025Q1: 69,324 shares; 2025Q2: 51,687 shares; 2025Q3: 50,672 shares; 2025Q4: 54,457 shares 54,457 $1.69M 0.03% +3,785 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 4,140 shares; 2025Q1: 4,290 shares; 2025Q2: 8,001 shares; 2025Q3: 8,542 shares; 2025Q4: 9,089 shares 9,089 $1.68M 0.03% +547 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 10,810 shares; 2025Q1: 10,810 shares; 2025Q2: 24,351 shares; 2025Q3: 27,281 shares; 2025Q4: 41,134 shares 41,134 $1.68M 0.03% +13,853 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: 2,384 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,993 shares; 2025Q3: 3,178 shares; 2025Q4: 3,285 shares 3,285 $1.68M 0.03% +107 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,291 shares; 2025Q1: 4,291 shares; 2025Q2: 4,009 shares; 2025Q3: 4,079 shares; 2025Q4: 3,767 shares 3,767 $1.68M 0.03% -312 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: 2,304 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 3,015 shares; 2025Q3: 2,999 shares; 2025Q4: 3,014 shares 3,014 $1.67M 0.03% +15 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 4,964 shares; 2025Q3: 3,803 shares; 2025Q4: 5,407 shares 5,407 $1.66M 0.03% +1,604 Timeline IMCV 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: 587 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 20,007 shares; 2025Q3: 20,929 shares; 2025Q4: 20,101 shares 20,101 $1.66M 0.03% -828 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,746 shares; 2025Q1: 15,886 shares; 2025Q2: 38,451 shares; 2025Q3: 41,726 shares; 2025Q4: 41,172 shares 41,172 $1.65M 0.03% -554 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,471 shares; 2024Q4: 298,663 shares; 2025Q1: 298,663 shares; 2025Q2: 313,802 shares; 2025Q3: 329,250 shares; 2025Q4: 337,605 shares 337,605 $1.64M 0.03% +8,355 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 12,137 shares; 2025Q1: 12,183 shares; 2025Q2: 13,248 shares; 2025Q3: 13,976 shares; 2025Q4: 16,535 shares 16,535 $1.63M 0.03% +2,559 Timeline HBTA HORIZON FDS More: the full row for HORIZON 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: 52,900 shares; 2025Q3: 53,293 shares; 2025Q4: 55,979 shares 55,979 $1.62M 0.03% +2,686 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,462 shares; 2024Q4: 79,201 shares; 2025Q1: 79,201 shares; 2025Q2: 77,898 shares; 2025Q3: 70,611 shares; 2025Q4: 69,608 shares 69,608 $1.62M 0.02% -1,003 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,886 shares; 2024Q4: 137,257 shares; 2025Q1: 137,257 shares; 2025Q2: 127,429 shares; 2025Q3: 76,458 shares; 2025Q4: 83,245 shares 83,245 $1.61M 0.02% +6,787 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,184 shares; 2024Q4: 11,213 shares; 2025Q1: 11,213 shares; 2025Q2: 12,465 shares; 2025Q3: 12,103 shares; 2025Q4: 16,818 shares 16,818 $1.61M 0.02% +4,715 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 18,382 shares; 2025Q1: 18,525 shares; 2025Q2: 22,815 shares; 2025Q3: 22,738 shares; 2025Q4: 23,211 shares 23,211 $1.61M 0.02% +473 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,357 shares; 2024Q4: 22,266 shares; 2025Q1: 22,266 shares; 2025Q2: 24,203 shares; 2025Q3: 6,863 shares; 2025Q4: 10,391 shares 10,391 $1.61M 0.02% +3,528 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,542 shares; 2024Q4: 53,993 shares; 2025Q1: 54,058 shares; 2025Q2: 64,602 shares; 2025Q3: 79,905 shares; 2025Q4: 70,963 shares 70,963 $1.59M 0.02% -8,942 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,916 shares; 2024Q4: 53,805 shares; 2025Q1: 53,805 shares; 2025Q2: 45,910 shares; 2025Q3: 54,447 shares; 2025Q4: 62,616 shares 62,616 $1.59M 0.02% +8,169 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,175 shares; 2024Q4: 149,241 shares; 2025Q1: 149,241 shares; 2025Q2: 150,480 shares; 2025Q3: 152,472 shares; 2025Q4: 147,371 shares 147,371 $1.58M 0.02% -5,101 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 14,428 shares; 2025Q3: 14,142 shares; 2025Q4: 13,088 shares 13,088 $1.57M 0.02% -1,054 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 5,570 shares; 2025Q1: 5,615 shares; 2025Q2: 5,136 shares; 2025Q3: 5,256 shares; 2025Q4: 5,180 shares 5,180 $1.56M 0.02% -76 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 6,872 shares; 2025Q1: 6,872 shares; 2025Q2: 7,474 shares; 2025Q3: 6,622 shares; 2025Q4: 7,573 shares 7,573 $1.55M 0.02% +951 Timeline LITL 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: 500 shares; 2025Q3: 52,903 shares; 2025Q4: 52,414 shares 52,414 $1.55M 0.02% -489 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,598 shares; 2024Q4: 9,474 shares; 2025Q1: 9,517 shares; 2025Q2: 6,794 shares; 2025Q3: 8,825 shares; 2025Q4: 9,011 shares 9,011 $1.54M 0.02% +186 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,936 shares; 2025Q1: 4,936 shares; 2025Q2: 19,807 shares; 2025Q3: 30,885 shares; 2025Q4: 38,662 shares 38,662 $1.53M 0.02% +7,777 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 2,933 shares; 2025Q1: 10,384 shares; 2025Q2: 12,007 shares; 2025Q3: 17,126 shares; 2025Q4: 17,346 shares 17,346 $1.53M 0.02% +220 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: 38,273 shares; 2024Q4: 35,495 shares; 2025Q1: 35,495 shares; 2025Q2: 10,318 shares; 2025Q3: 12,147 shares; 2025Q4: 32,662 shares 32,662 $1.53M 0.02% +20,515 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,671 shares; 2024Q4: 35,902 shares; 2025Q1: 35,902 shares; 2025Q2: 34,713 shares; 2025Q3: 36,075 shares; 2025Q4: 49,813 shares 49,813 $1.53M 0.02% +13,738 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 5,962 shares; 2025Q3: 6,450 shares; 2025Q4: 7,414 shares 7,414 $1.52M 0.02% +964 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,076 shares; 2024Q4: 110,732 shares; 2025Q1: 110,732 shares; 2025Q2: 113,508 shares; 2025Q3: 118,917 shares; 2025Q4: 123,127 shares 123,127 $1.52M 0.02% +4,210 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 16,799 shares; 2025Q1: 16,799 shares; 2025Q2: 19,012 shares; 2025Q3: 18,853 shares; 2025Q4: 14,059 shares 14,059 $1.51M 0.02% -4,794 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,964 shares; 2024Q4: 75,896 shares; 2025Q1: 76,861 shares; 2025Q2: 81,167 shares; 2025Q3: 76,764 shares; 2025Q4: 79,383 shares 79,383 $1.5M 0.02% +2,619 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 5,232 shares; 2025Q1: 5,232 shares; 2025Q2: 54,898 shares; 2025Q3: 56,211 shares; 2025Q4: 58,288 shares 58,288 $1.5M 0.02% +2,077 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 3,544 shares; 2025Q3: 6,804 shares; 2025Q4: 8,712 shares 8,712 $1.5M 0.02% +1,908 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: 91 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 45,459 shares; 2025Q3: 48,475 shares; 2025Q4: 54,970 shares 54,970 $1.5M 0.02% +6,495 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,550 shares; 2025Q1: 5,573 shares; 2025Q2: 4,420 shares; 2025Q3: 4,646 shares; 2025Q4: 9,205 shares 9,205 $1.5M 0.02% +4,559 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,108 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 16,672 shares; 2025Q3: 14,238 shares; 2025Q4: 18,850 shares 18,850 $1.5M 0.02% +4,612 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 8,260 shares; 2025Q1: 8,260 shares; 2025Q2: 9,669 shares; 2025Q3: 10,544 shares; 2025Q4: 10,971 shares 10,971 $1.49M 0.02% +427 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 8,229 shares; 2025Q1: 8,229 shares; 2025Q2: 10,241 shares; 2025Q3: 10,282 shares; 2025Q4: 10,801 shares 10,801 $1.49M 0.02% +519 Timeline EEM 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: 16,160 shares; 2024Q4: 17,651 shares; 2025Q1: 20,201 shares; 2025Q2: 23,479 shares; 2025Q3: 25,104 shares; 2025Q4: 27,226 shares 27,226 $1.49M 0.02% +2,122 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 5,754 shares; 2025Q1: 5,754 shares; 2025Q2: 17,039 shares; 2025Q3: 17,139 shares; 2025Q4: 20,206 shares 20,206 $1.49M 0.02% +3,067 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 3,028 shares; 2025Q3: 3,454 shares; 2025Q4: 3,162 shares 3,162 $1.49M 0.02% -292 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 3,253 shares; 2025Q3: 3,184 shares; 2025Q4: 3,168 shares 3,168 $1.48M 0.02% -16 Timeline CGCP 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: 28,127 shares; 2024Q4: 37,626 shares; 2025Q1: 37,626 shares; 2025Q2: 48,752 shares; 2025Q3: 57,384 shares; 2025Q4: 65,215 shares 65,215 $1.48M 0.02% +7,831 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,823 shares; 2024Q4: 14,593 shares; 2025Q1: 14,593 shares; 2025Q2: 12,558 shares; 2025Q3: 12,881 shares; 2025Q4: 13,049 shares 13,049 $1.47M 0.02% +168 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 6,107 shares; 2025Q3: 7,314 shares; 2025Q4: 8,109 shares 8,109 $1.46M 0.02% +795 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 4,433 shares; 2025Q1: 4,433 shares; 2025Q2: 4,794 shares; 2025Q3: 4,818 shares; 2025Q4: 5,712 shares 5,712 $1.46M 0.02% +894 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,453 shares; 2024Q4: 35,608 shares; 2025Q1: 35,608 shares; 2025Q2: 22,596 shares; 2025Q3: 24,252 shares; 2025Q4: 56,907 shares 56,907 $1.46M 0.02% +32,655 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 4,718 shares; 2025Q3: 5,170 shares; 2025Q4: 6,652 shares 6,652 $1.45M 0.02% +1,482 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,109 shares; 2025Q3: 59,722 shares; 2025Q4: 33,716 shares 33,716 $1.45M 0.02% -26,006 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 6,457 shares; 2025Q3: 7,782 shares; 2025Q4: 7,822 shares 7,822 $1.45M 0.02% +40 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 6,566 shares; 2025Q1: 6,566 shares; 2025Q2: 5,139 shares; 2025Q3: 4,996 shares; 2025Q4: 6,469 shares 6,469 $1.44M 0.02% +1,473 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,699 shares; 2025Q1: 4,699 shares; 2025Q2: 6,712 shares; 2025Q3: 6,488 shares; 2025Q4: 8,278 shares 8,278 $1.44M 0.02% +1,790 Timeline SCHF 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: 17,858 shares; 2024Q4: 42,181 shares; 2025Q1: 42,181 shares; 2025Q2: 55,796 shares; 2025Q3: 58,181 shares; 2025Q4: 59,957 shares 59,957 $1.44M 0.02% +1,776 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 10,322 shares; 2025Q1: 10,377 shares; 2025Q2: 14,240 shares; 2025Q3: 15,012 shares; 2025Q4: 18,232 shares 18,232 $1.44M 0.02% +3,220 Timeline FFSM 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: 757 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 11,064 shares; 2025Q3: 29,610 shares; 2025Q4: 46,773 shares 46,773 $1.44M 0.02% +17,163 Timeline FLGB 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: 59,047 shares; 2024Q4: 41,306 shares; 2025Q1: 41,306 shares; 2025Q2: 40,984 shares; 2025Q3: 42,306 shares; 2025Q4: 42,491 shares 42,491 $1.43M 0.02% +185 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: 16,255 shares; 2024Q4: 16,739 shares; 2025Q1: 16,739 shares; 2025Q2: 11,782 shares; 2025Q3: 9,489 shares; 2025Q4: 11,074 shares 11,074 $1.43M 0.02% +1,585 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,784 shares; 2024Q4: 12,248 shares; 2025Q1: 12,248 shares; 2025Q2: 15,519 shares; 2025Q3: 16,573 shares; 2025Q4: 18,331 shares 18,331 $1.42M 0.02% +1,758 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 17,492 shares; 2025Q1: 17,492 shares; 2025Q2: 7,774 shares; 2025Q3: 9,002 shares; 2025Q4: 9,052 shares 9,052 $1.42M 0.02% +50 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,086 shares; 2024Q4: 181,690 shares; 2025Q1: 185,563 shares; 2025Q2: 132,720 shares; 2025Q3: 129,787 shares; 2025Q4: 126,117 shares 126,117 $1.42M 0.02% -3,670 Timeline EJUL 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: 72,521 shares; 2024Q4: 72,415 shares; 2025Q1: 72,415 shares; 2025Q2: 71,395 shares; 2025Q3: 47,852 shares; 2025Q4: 47,796 shares 47,796 $1.42M 0.02% -56 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 11,007 shares; 2025Q1: 11,007 shares; 2025Q2: 14,562 shares; 2025Q3: 13,955 shares; 2025Q4: 22,490 shares 22,490 $1.4M 0.02% +8,535 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,859 shares; 2025Q3: 4,629 shares; 2025Q4: 2,684 shares 2,684 $1.4M 0.02% -1,945 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: 17,895 shares; 2024Q4: 18,688 shares; 2025Q1: 18,888 shares; 2025Q2: 17,958 shares; 2025Q3: 18,719 shares; 2025Q4: 17,737 shares 17,737 $1.4M 0.02% -982 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,815 shares; 2024Q4: 124,970 shares; 2025Q1: 124,970 shares; 2025Q2: 142,892 shares; 2025Q3: 153,160 shares; 2025Q4: 146,641 shares 146,641 $1.4M 0.02% -6,519 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: 21,719 shares; 2024Q4: 29,854 shares; 2025Q1: 29,854 shares; 2025Q2: 35,436 shares; 2025Q3: 43,426 shares; 2025Q4: 55,781 shares 55,781 $1.39M 0.02% +12,355 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: 42,511 shares; 2024Q4: 42,335 shares; 2025Q1: 42,335 shares; 2025Q2: 42,221 shares; 2025Q3: 41,736 shares; 2025Q4: 41,150 shares 41,150 $1.38M 0.02% -586 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 6,429 shares; 2025Q3: 7,956 shares; 2025Q4: 9,845 shares 9,845 $1.38M 0.02% +1,889 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,824 shares; 2024Q4: 21,158 shares; 2025Q1: 21,158 shares; 2025Q2: 21,878 shares; 2025Q3: 21,003 shares; 2025Q4: 20,517 shares 20,517 $1.38M 0.02% -486 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,511 shares; 2024Q4: 85,869 shares; 2025Q1: 85,869 shares; 2025Q2: 99,584 shares; 2025Q3: 107,851 shares; 2025Q4: 119,875 shares 119,875 $1.37M 0.02% +12,024 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,452 shares; 2024Q4: 22,612 shares; 2025Q1: 22,612 shares; 2025Q2: 30,007 shares; 2025Q3: 29,510 shares; 2025Q4: 31,248 shares 31,248 $1.36M 0.02% +1,738 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,719 shares; 2025Q1: 5,719 shares; 2025Q2: 4,629 shares; 2025Q3: 4,993 shares; 2025Q4: 5,654 shares 5,654 $1.36M 0.02% +661 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,881 shares; 2024Q4: 78,878 shares; 2025Q1: 78,883 shares; 2025Q2: 125,016 shares; 2025Q3: 118,927 shares; 2025Q4: 134,669 shares 134,669 $1.36M 0.02% +15,742 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 1,845 shares; 2025Q3: 2,705 shares; 2025Q4: 4,618 shares 4,618 $1.36M 0.02% +1,913 Timeline IWL 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: 5,660 shares; 2024Q4: 6,189 shares; 2025Q1: 8,922 shares; 2025Q2: 9,000 shares; 2025Q3: 8,755 shares; 2025Q4: 7,936 shares 7,936 $1.35M 0.02% -819 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 29 shares; 2025Q4: 7,213 shares 7,213 $1.34M 0.02% +7,184 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,368 shares; 2024Q4: 8,368 shares; 2025Q1: 8,368 shares; 2025Q2: 10,931 shares; 2025Q3: 11,216 shares; 2025Q4: 26,395 shares 26,395 $1.34M 0.02% +15,179 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 7,752 shares; 2025Q3: 8,006 shares; 2025Q4: 7,217 shares 7,217 $1.34M 0.02% -789 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,784 shares; 2024Q4: 8,694 shares; 2025Q1: 8,734 shares; 2025Q2: 8,638 shares; 2025Q3: 8,863 shares; 2025Q4: 12,077 shares 12,077 $1.33M 0.02% +3,214 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,170 shares; 2025Q1: 6,388 shares; 2025Q2: 6,510 shares; 2025Q3: 9,295 shares; 2025Q4: 15,185 shares 15,185 $1.33M 0.02% +5,890 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,678 shares; 2025Q1: 4,678 shares; 2025Q2: 4,709 shares; 2025Q3: 4,482 shares; 2025Q4: 5,465 shares 5,465 $1.33M 0.02% +983 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 9,757 shares; 2025Q3: 23,773 shares; 2025Q4: 28,520 shares 28,520 $1.33M 0.02% +4,747 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,225 shares; 2025Q3: 1,320 shares; 2025Q4: 1,310 shares 1,310 $1.32M 0.02% -10 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 30 shares; 2025Q3: 31,708 shares; 2025Q4: 41,283 shares 41,283 $1.32M 0.02% +9,575 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,124 shares; 2025Q3: 1,716 shares; 2025Q4: 2,318 shares 2,318 $1.32M 0.02% +602 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 1,081 shares; 2025Q3: 1,673 shares; 2025Q4: 1,557 shares 1,557 $1.31M 0.02% -116 Timeline FMAY 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: 18,441 shares; 2024Q4: 21,441 shares; 2025Q1: 21,441 shares; 2025Q2: 24,865 shares; 2025Q3: 24,471 shares; 2025Q4: 24,471 shares 24,471 $1.31M 0.02% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 24,618 shares; 2025Q3: 19,575 shares; 2025Q4: 26,212 shares 26,212 $1.31M 0.02% +6,637 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: 6,510 shares; 2024Q4: 6,343 shares; 2025Q1: 6,343 shares; 2025Q2: 6,108 shares; 2025Q3: 6,259 shares; 2025Q4: 13,033 shares 13,033 $1.31M 0.02% +6,774 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,085 shares; 2024Q4: 69,203 shares; 2025Q1: 69,203 shares; 2025Q2: 69,718 shares; 2025Q3: 69,726 shares; 2025Q4: 70,073 shares 70,073 $1.31M 0.02% +347 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 1,867 shares; 2025Q3: 2,224 shares; 2025Q4: 3,094 shares 3,094 $1.31M 0.02% +870 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 10,461 shares; 2025Q3: 24,715 shares; 2025Q4: 33,181 shares 33,181 $1.3M 0.02% +8,466 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,937 shares; 2025Q3: 2,158 shares; 2025Q4: 2,263 shares 2,263 $1.3M 0.02% +105 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 2,994 shares; 2025Q1: 2,994 shares; 2025Q2: 2,930 shares; 2025Q3: 2,999 shares; 2025Q4: 4,272 shares 4,272 $1.29M 0.02% +1,273 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,405 shares; 2024Q4: 39,005 shares; 2025Q1: 39,005 shares; 2025Q2: 43,921 shares; 2025Q3: 43,263 shares; 2025Q4: 41,837 shares 41,837 $1.29M 0.02% -1,426 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,117 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 4,239 shares; 2025Q3: 4,324 shares; 2025Q4: 5,273 shares 5,273 $1.28M 0.02% +949 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 12,423 shares; 2025Q1: 12,423 shares; 2025Q2: 17,513 shares; 2025Q3: 18,604 shares; 2025Q4: 28,845 shares 28,845 $1.28M 0.02% +10,241 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,923 shares; 2024Q4: 53,539 shares; 2025Q1: 53,563 shares; 2025Q2: 10,391 shares; 2025Q3: 13,778 shares; 2025Q4: 13,272 shares 13,272 $1.28M 0.02% -506 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: 24,906 shares; 2024Q4: 25,158 shares; 2025Q1: 25,158 shares; 2025Q2: 25,062 shares; 2025Q3: 25,197 shares; 2025Q4: 25,105 shares 25,105 $1.27M 0.02% -92 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: 3,345 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 5,258 shares; 2025Q3: 5,848 shares; 2025Q4: 6,421 shares 6,421 $1.27M 0.02% +573 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,110 shares; 2024Q4: 27,920 shares; 2025Q1: 27,920 shares; 2025Q2: 25,986 shares; 2025Q3: 13,472 shares; 2025Q4: 14,300 shares 14,300 $1.25M 0.02% +828 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,579 shares; 2025Q1: 1,579 shares; 2025Q2: 1,751 shares; 2025Q3: 2,144 shares; 2025Q4: 7,722 shares 7,722 $1.24M 0.02% +5,578 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,827 shares; 2025Q3: 12,843 shares; 2025Q4: 9,823 shares 9,823 $1.24M 0.02% -3,020 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 3,215 shares; 2025Q1: 3,248 shares; 2025Q2: 4,597 shares; 2025Q3: 4,590 shares; 2025Q4: 4,279 shares 4,279 $1.24M 0.02% -311 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 12,764 shares; 2025Q1: 13,383 shares; 2025Q2: 13,126 shares; 2025Q3: 12,685 shares; 2025Q4: 12,738 shares 12,738 $1.23M 0.02% +53 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 1,820 shares; 2025Q3: 1,856 shares; 2025Q4: 1,973 shares 1,973 $1.23M 0.02% +117 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 11,184 shares; 2025Q1: 11,184 shares; 2025Q2: 15,993 shares; 2025Q3: 17,498 shares; 2025Q4: 18,258 shares 18,258 $1.22M 0.02% +760 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 5,301 shares; 2025Q3: 5,304 shares; 2025Q4: 5,385 shares 5,385 $1.22M 0.02% +81 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: 4,360 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,054 shares; 2025Q3: 4,263 shares; 2025Q4: 6,073 shares 6,073 $1.21M 0.02% +1,810 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 1,544 shares; 2025Q3: 1,510 shares; 2025Q4: 4,744 shares 4,744 $1.2M 0.02% +3,234 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,564 shares; 2024Q4: 8,384 shares; 2025Q1: 8,384 shares; 2025Q2: 9,076 shares; 2025Q3: 9,457 shares; 2025Q4: 9,777 shares 9,777 $1.2M 0.02% +320 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 15,799 shares; 2025Q1: 15,799 shares; 2025Q2: 18,004 shares; 2025Q3: 19,281 shares; 2025Q4: 20,437 shares 20,437 $1.2M 0.02% +1,156 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,411 shares; 2024Q4: 12,790 shares; 2025Q1: 12,790 shares; 2025Q2: 15,979 shares; 2025Q3: 17,053 shares; 2025Q4: 10,200 shares 10,200 $1.2M 0.02% -6,853 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,870 shares; 2025Q3: 1,947 shares; 2025Q4: 11,932 shares 11,932 $1.19M 0.02% +9,985 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 11,183 shares; 2025Q1: 11,183 shares; 2025Q2: 11,281 shares; 2025Q3: 10,388 shares; 2025Q4: 9,426 shares 9,426 $1.19M 0.02% -962 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: 14,104 shares; 2024Q4: 14,511 shares; 2025Q1: 14,511 shares; 2025Q2: 13,591 shares; 2025Q3: 9,775 shares; 2025Q4: 10,731 shares 10,731 $1.18M 0.02% +956 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 3,417 shares; 2025Q3: 3,179 shares; 2025Q4: 6,112 shares 6,112 $1.18M 0.02% +2,933 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 7,030 shares; 2025Q1: 7,030 shares; 2025Q2: 7,086 shares; 2025Q3: 10,789 shares; 2025Q4: 21,181 shares 21,181 $1.17M 0.02% +10,392 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 274 shares; 2025Q3: 26,134 shares; 2025Q4: 30,230 shares 30,230 $1.17M 0.02% +4,096 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,974 shares; 2025Q1: 4,997 shares; 2025Q2: 7,158 shares; 2025Q3: 7,489 shares; 2025Q4: 7,708 shares 7,708 $1.17M 0.02% +219 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,888 shares; 2025Q1: 7,888 shares; 2025Q2: 7,808 shares; 2025Q3: 9,061 shares; 2025Q4: 8,770 shares 8,770 $1.16M 0.02% -291 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 3,786 shares; 2025Q1: 3,843 shares; 2025Q2: 5,637 shares; 2025Q3: 5,902 shares; 2025Q4: 5,967 shares 5,967 $1.16M 0.02% +65 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 631 shares; 2025Q1: 636 shares; 2025Q2: 476 shares; 2025Q3: 513 shares; 2025Q4: 538 shares 538 $1.16M 0.02% +25 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,565 shares; 2024Q4: 24,725 shares; 2025Q1: 24,725 shares; 2025Q2: 34,626 shares; 2025Q3: 40,447 shares; 2025Q4: 37,698 shares 37,698 $1.15M 0.02% -2,749 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 114,852 shares 114,852 $1.15M 0.02% +112,409 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 9,425 shares; 2025Q1: 9,425 shares; 2025Q2: 11,308 shares; 2025Q3: 10,244 shares; 2025Q4: 10,838 shares 10,838 $1.15M 0.02% +594 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,255 shares; 2025Q3: 7,949 shares; 2025Q4: 9,474 shares 9,474 $1.14M 0.02% +1,525 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,571 shares; 2024Q4: 156,000 shares; 2025Q1: 156,000 shares; 2025Q2: 161,182 shares; 2025Q3: 164,361 shares; 2025Q4: 168,347 shares 168,347 $1.14M 0.02% +3,986 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,759 shares; 2024Q4: 27,430 shares; 2025Q1: 27,459 shares; 2025Q2: 30,210 shares; 2025Q3: 36,475 shares; 2025Q4: 31,630 shares 31,630 $1.14M 0.02% -4,845 Timeline BJUN 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: 21,020 shares; 2024Q4: 21,020 shares; 2025Q1: 21,020 shares; 2025Q2: 24,782 shares; 2025Q3: 24,290 shares; 2025Q4: 24,290 shares 24,290 $1.14M 0.02% 0 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: 2,997 shares; 2024Q4: 5,128 shares; 2025Q1: 5,148 shares; 2025Q2: 5,706 shares; 2025Q3: 5,828 shares; 2025Q4: 6,929 shares 6,929 $1.12M 0.02% +1,101 Timeline IDHQ 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: 2,398 shares; 2024Q4: 2,300 shares; 2025Q1: 3,000 shares; 2025Q2: 102,408 shares; 2025Q3: 121,974 shares; 2025Q4: 31,908 shares 31,908 $1.12M 0.02% -90,066 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 7,966 shares; 2025Q1: 7,966 shares; 2025Q2: 9,337 shares; 2025Q3: 8,410 shares; 2025Q4: 9,858 shares 9,858 $1.11M 0.02% +1,448 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 7,175 shares; 2025Q1: 7,405 shares; 2025Q2: 8,154 shares; 2025Q3: 8,499 shares; 2025Q4: 8,138 shares 8,138 $1.11M 0.02% -361 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,736 shares; 2024Q4: 14,145 shares; 2025Q1: 14,146 shares; 2025Q2: 9,347 shares; 2025Q3: 12,043 shares; 2025Q4: 12,735 shares 12,735 $1.11M 0.02% +692 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 15,652 shares; 2025Q1: 15,652 shares; 2025Q2: 17,397 shares; 2025Q3: 18,646 shares; 2025Q4: 18,504 shares 18,504 $1.11M 0.02% -142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,278 shares; 2025Q3: 10,630 shares; 2025Q4: 10,775 shares 10,775 $1.11M 0.02% +145 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 14,055 shares; 2025Q3: 19,479 shares; 2025Q4: 21,252 shares 21,252 $1.09M 0.02% +1,773 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 20,478 shares; 2025Q4: 35,679 shares 35,679 $1.09M 0.02% +15,201 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,743 shares; 2025Q3: 2,819 shares; 2025Q4: 3,070 shares 3,070 $1.09M 0.02% +251 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 16,919 shares; 2025Q1: 16,920 shares; 2025Q2: 28,341 shares; 2025Q3: 28,076 shares; 2025Q4: 20,510 shares 20,510 $1.08M 0.02% -7,566 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 6,189 shares; 2025Q1: 6,189 shares; 2025Q2: 7,965 shares; 2025Q3: 8,149 shares; 2025Q4: 5,567 shares 5,567 $1.08M 0.02% -2,582 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,768 shares; 2025Q3: 53,030 shares; 2025Q4: 37,026 shares 37,026 $1.08M 0.02% -16,004 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,073 shares; 2024Q4: 38,000 shares; 2025Q1: 38,718 shares; 2025Q2: 43,189 shares; 2025Q3: 56,611 shares; 2025Q4: 55,176 shares 55,176 $1.08M 0.02% -1,435 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 5,231 shares; 2025Q3: 5,816 shares; 2025Q4: 6,433 shares 6,433 $1.08M 0.02% +617 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,794 shares; 2024Q4: 15,384 shares; 2025Q1: 15,384 shares; 2025Q2: 23,098 shares; 2025Q3: 24,563 shares; 2025Q4: 24,879 shares 24,879 $1.08M 0.02% +316 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 4,058 shares; 2025Q3: 4,349 shares; 2025Q4: 4,869 shares 4,869 $1.07M 0.02% +520 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,138 shares; 2024Q4: 29,966 shares; 2025Q1: 30,732 shares; 2025Q2: 32,082 shares; 2025Q3: 32,254 shares; 2025Q4: 31,642 shares 31,642 $1.06M 0.02% -612 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 8,638 shares; 2025Q1: 8,638 shares; 2025Q2: 18,683 shares; 2025Q3: 19,250 shares; 2025Q4: 20,867 shares 20,867 $1.06M 0.02% +1,617 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 3,124 shares; 2025Q3: 4,263 shares; 2025Q4: 8,452 shares 8,452 $1.05M 0.02% +4,189 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 6,498 shares; 2025Q1: 6,498 shares; 2025Q2: 5,359 shares; 2025Q3: 10,760 shares; 2025Q4: 17,351 shares 17,351 $1.05M 0.02% +6,591 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,714 shares; 2025Q3: 2,438 shares; 2025Q4: 2,626 shares 2,626 $1.04M 0.02% +188 Timeline ILCG 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: 6,901 shares; 2024Q4: 6,824 shares; 2025Q1: 7,331 shares; 2025Q2: 10,468 shares; 2025Q3: 10,256 shares; 2025Q4: 10,021 shares 10,021 $1.04M 0.02% -235 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 21,623 shares; 2025Q3: 22,520 shares; 2025Q4: 27,446 shares 27,446 $1.04M 0.02% +4,926 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: 8,489 shares; 2024Q4: 9,479 shares; 2025Q1: 9,479 shares; 2025Q2: 11,879 shares; 2025Q3: 11,934 shares; 2025Q4: 11,629 shares 11,629 $1.03M 0.02% -305 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 33,335 shares; 2025Q3: 34,113 shares; 2025Q4: 23,438 shares 23,438 $1.02M 0.02% -10,675 Timeline EMXC 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: 36,190 shares; 2024Q4: 69,451 shares; 2025Q1: 69,441 shares; 2025Q2: 81,874 shares; 2025Q3: 89,095 shares; 2025Q4: 14,064 shares 14,064 $1.02M 0.02% -75,031 Timeline IXG 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 73 shares; 2025Q3: 8,457 shares; 2025Q4: 8,440 shares 8,440 $1.02M 0.02% -17 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 121 shares; 2025Q3: 6,895 shares; 2025Q4: 13,215 shares 13,215 $1.02M 0.02% +6,320 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 1,516 shares; 2025Q3: 1,661 shares; 2025Q4: 1,910 shares 1,910 $1.02M 0.02% +249 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,701 shares; 2025Q1: 5,701 shares; 2025Q2: 5,935 shares; 2025Q3: 6,543 shares; 2025Q4: 7,134 shares 7,134 $1.02M 0.02% +591 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,646 shares; 2024Q4: 19,471 shares; 2025Q1: 19,471 shares; 2025Q2: 19,471 shares; 2025Q3: 17,801 shares; 2025Q4: 17,801 shares 17,801 $1.02M 0.02% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 8,988 shares; 2025Q1: 8,988 shares; 2025Q2: 10,137 shares; 2025Q3: 10,539 shares; 2025Q4: 10,893 shares 10,893 $1.01M 0.02% +354 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 11,612 shares; 2025Q3: 13,041 shares; 2025Q4: 12,112 shares 12,112 $1.01M 0.02% -929 Timeline FAB 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: 23,249 shares; 2024Q4: 22,748 shares; 2025Q1: 22,748 shares; 2025Q2: 18,563 shares; 2025Q3: 17,092 shares; 2025Q4: 11,249 shares 11,249 $1M 0.02% -5,843 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,844 shares; 2024Q4: 57,859 shares; 2025Q1: 57,859 shares; 2025Q2: 76,516 shares; 2025Q3: 83,925 shares; 2025Q4: 93,483 shares 93,483 $1M 0.02% +9,558 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,285 shares; 2024Q4: 32,197 shares; 2025Q1: 34,119 shares; 2025Q2: 35,059 shares; 2025Q3: 37,295 shares; 2025Q4: 35,624 shares 35,624 $1M 0.02% -1,671 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,983 shares; 2025Q1: 2,983 shares; 2025Q2: 3,117 shares; 2025Q3: 3,377 shares; 2025Q4: 3,450 shares 3,450 $1M 0.02% +73 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 809 shares; 2025Q1: 864 shares; 2025Q2: 1,014 shares; 2025Q3: 1,158 shares; 2025Q4: 1,645 shares 1,645 $995K 0.02% +487 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 268 shares; 2025Q3: 374 shares; 2025Q4: 488 shares 488 $983K 0.02% +114 Timeline XOP 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: 975 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 8,714 shares; 2025Q3: 9,062 shares; 2025Q4: 7,783 shares 7,783 $983K 0.02% -1,279 Timeline NATO THEMES ETF TR More: the full row for THEMES 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: 24,209 shares; 2025Q3: 24,748 shares; 2025Q4: 25,574 shares 25,574 $978K 0.02% +826 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 3,175 shares; 2025Q1: 3,343 shares; 2025Q2: 2,821 shares; 2025Q3: 6,827 shares; 2025Q4: 8,010 shares 8,010 $975K 0.02% +1,183 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 4,583 shares; 2025Q3: 5,093 shares; 2025Q4: 5,453 shares 5,453 $974K 0.02% +360 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: 17,829 shares; 2024Q4: 20,030 shares; 2025Q1: 20,030 shares; 2025Q2: 19,600 shares; 2025Q3: 18,277 shares; 2025Q4: 18,676 shares 18,676 $967K 0.01% +399 Timeline CALF 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: 41,728 shares; 2024Q4: 40,475 shares; 2025Q1: 41,322 shares; 2025Q2: 15,991 shares; 2025Q3: 14,941 shares; 2025Q4: 21,732 shares 21,732 $964K 0.01% +6,791 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,551 shares; 2025Q3: 2,117 shares; 2025Q4: 11,739 shares 11,739 $963K 0.01% +9,622 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 5,335 shares; 2025Q1: 9,128 shares; 2025Q2: 5,965 shares; 2025Q3: 6,465 shares; 2025Q4: 4,280 shares 4,280 $957K 0.01% -2,185 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,932 shares; 2024Q4: 17,215 shares; 2025Q1: 17,215 shares; 2025Q2: 13,718 shares; 2025Q3: 15,348 shares; 2025Q4: 16,829 shares 16,829 $956K 0.01% +1,481 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,825 shares; 2024Q4: 86,304 shares; 2025Q1: 86,304 shares; 2025Q2: 27,208 shares; 2025Q3: 36,262 shares; 2025Q4: 36,967 shares 36,967 $954K 0.01% +705 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,205 shares; 2024Q4: 30,929 shares; 2025Q1: 30,929 shares; 2025Q2: 32,137 shares; 2025Q3: 30,577 shares; 2025Q4: 20,375 shares 20,375 $954K 0.01% -10,202 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 6,297 shares; 2025Q3: 6,604 shares; 2025Q4: 6,761 shares 6,761 $954K 0.01% +157 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,303 shares; 2024Q4: 78,047 shares; 2025Q1: 78,047 shares; 2025Q2: 187,417 shares; 2025Q3: 216,947 shares; 2025Q4: 151,520 shares 151,520 $952K 0.01% -65,427 Timeline DJD 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: 1,488 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 107,603 shares; 2025Q3: 125,754 shares; 2025Q4: 16,493 shares 16,493 $942K 0.01% -109,261 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,925 shares; 2025Q1: 7,925 shares; 2025Q2: 12,238 shares; 2025Q3: 12,883 shares; 2025Q4: 12,108 shares 12,108 $941K 0.01% -775 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 26,133 shares; 2025Q1: 26,133 shares; 2025Q2: 30,785 shares; 2025Q3: 41,157 shares; 2025Q4: 43,243 shares 43,243 $940K 0.01% +2,086 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 8,684 shares; 2025Q1: 8,684 shares; 2025Q2: 10,966 shares; 2025Q3: 11,371 shares; 2025Q4: 11,010 shares 11,010 $936K 0.01% -361 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: 40,965 shares; 2024Q4: 41,515 shares; 2025Q1: 49,683 shares; 2025Q2: 33,635 shares; 2025Q3: 34,128 shares; 2025Q4: 34,057 shares 34,057 $930K 0.01% -71 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,709 shares; 2024Q4: 11,944 shares; 2025Q1: 11,944 shares; 2025Q2: 6,268 shares; 2025Q3: 7,039 shares; 2025Q4: 9,224 shares 9,224 $926K 0.01% +2,185 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 4,772 shares; 2025Q3: 5,149 shares; 2025Q4: 6,683 shares 6,683 $921K 0.01% +1,534 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 5,257 shares; 2025Q1: 5,322 shares; 2025Q2: 6,658 shares; 2025Q3: 7,967 shares; 2025Q4: 7,907 shares 7,907 $912K 0.01% -60 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 3,592 shares; 2025Q1: 3,649 shares; 2025Q2: 4,445 shares; 2025Q3: 53,924 shares; 2025Q4: 56,026 shares 56,026 $901K 0.01% +2,102 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,325 shares; 2025Q1: 2,497 shares; 2025Q2: 2,416 shares; 2025Q3: 2,551 shares; 2025Q4: 6,608 shares 6,608 $899K 0.01% +4,057 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 4,251 shares; 2025Q3: 4,316 shares; 2025Q4: 4,427 shares 4,427 $898K 0.01% +111 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 5,743 shares; 2025Q3: 9,023 shares; 2025Q4: 11,184 shares 11,184 $895K 0.01% +2,161 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,726 shares; 2025Q3: 1,905 shares; 2025Q4: 6,708 shares 6,708 $891K 0.01% +4,803 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 5,721 shares; 2025Q3: 7,004 shares; 2025Q4: 5,121 shares 5,121 $891K 0.01% -1,883 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,455 shares; 2024Q4: 87,760 shares; 2025Q1: 87,760 shares; 2025Q2: 21,655 shares; 2025Q3: 23,731 shares; 2025Q4: 24,120 shares 24,120 $888K 0.01% +389 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 11,374 shares; 2025Q1: 11,374 shares; 2025Q2: 12,538 shares; 2025Q3: 12,450 shares; 2025Q4: 10,373 shares 10,373 $887K 0.01% -2,077 Timeline NEMD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 16,602 shares; 2025Q4: 16,953 shares 16,953 $886K 0.01% +351 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,868 shares; 2025Q1: 4,868 shares; 2025Q2: 7,956 shares; 2025Q3: 8,535 shares; 2025Q4: 10,612 shares 10,612 $885K 0.01% +2,077 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,957 shares; 2024Q4: 21,288 shares; 2025Q1: 21,330 shares; 2025Q2: 12,631 shares; 2025Q3: 11,784 shares; 2025Q4: 12,027 shares 12,027 $884K 0.01% +243 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 6,364 shares; 2025Q1: 6,440 shares; 2025Q2: 7,052 shares; 2025Q3: 7,234 shares; 2025Q4: 7,134 shares 7,134 $878K 0.01% -100 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 6,155 shares; 2025Q1: 6,319 shares; 2025Q2: 10,935 shares; 2025Q3: 12,128 shares; 2025Q4: 13,463 shares 13,463 $876K 0.01% +1,335 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,768 shares; 2025Q3: 1,825 shares; 2025Q4: 1,502 shares 1,502 $872K 0.01% -323 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 3,404 shares; 2025Q3: 4,550 shares; 2025Q4: 5,131 shares 5,131 $870K 0.01% +581 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: 56,950 shares; 2024Q4: 53,358 shares; 2025Q1: 53,583 shares; 2025Q2: 55,367 shares; 2025Q3: 47,479 shares; 2025Q4: 66,105 shares 66,105 $867K 0.01% +18,626 Timeline BIV 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: 2,413 shares; 2024Q4: 6,431 shares; 2025Q1: 6,965 shares; 2025Q2: 8,139 shares; 2025Q3: 8,415 shares; 2025Q4: 11,117 shares 11,117 $866K 0.01% +2,702 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: 935 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 2,931 shares; 2025Q3: 3,236 shares; 2025Q4: 10,657 shares 10,657 $864K 0.01% +7,421 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,926 shares; 2025Q3: 2,665 shares; 2025Q4: 2,858 shares 2,858 $864K 0.01% +193 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 5,421 shares; 2025Q1: 5,421 shares; 2025Q2: 8,749 shares; 2025Q3: 4,211 shares; 2025Q4: 19,533 shares 19,533 $863K 0.01% +15,322 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: 8,939 shares; 2024Q4: 5,904 shares; 2025Q1: 6,434 shares; 2025Q2: 7,656 shares; 2025Q3: 9,977 shares; 2025Q4: 9,740 shares 9,740 $862K 0.01% -237 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: 5,798 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 4,891 shares; 2025Q3: 6,208 shares; 2025Q4: 6,819 shares 6,819 $858K 0.01% +611 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 2,093 shares; 2025Q1: 2,093 shares; 2025Q2: 11,758 shares; 2025Q3: 12,447 shares; 2025Q4: 12,726 shares 12,726 $857K 0.01% +279 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,766 shares; 2024Q4: 7,809 shares; 2025Q1: 7,913 shares; 2025Q2: 12,687 shares; 2025Q3: 13,632 shares; 2025Q4: 14,185 shares 14,185 $856K 0.01% +553 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,161 shares; 2025Q3: 37,426 shares; 2025Q4: 38,864 shares 38,864 $856K 0.01% +1,438 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,059 shares; 2025Q3: 14,038 shares; 2025Q4: 15,396 shares 15,396 $856K 0.01% +1,358 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 4,524 shares; 2025Q3: 5,310 shares; 2025Q4: 5,263 shares 5,263 $851K 0.01% -47 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 2,065 shares; 2025Q3: 2,602 shares; 2025Q4: 2,377 shares 2,377 $849K 0.01% -225 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,918 shares; 2025Q1: 8,918 shares; 2025Q2: 7,820 shares; 2025Q3: 8,389 shares; 2025Q4: 7,742 shares 7,742 $848K 0.01% -647 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 12,106 shares; 2025Q1: 12,175 shares; 2025Q2: 7,413 shares; 2025Q3: 7,120 shares; 2025Q4: 6,951 shares 6,951 $847K 0.01% -169 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,172 shares; 2025Q3: 11,132 shares; 2025Q4: 10,630 shares 10,630 $847K 0.01% -502 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares; 2025Q2: 4,160 shares; 2025Q3: 4,167 shares; 2025Q4: 4,124 shares 4,124 $845K 0.01% -43 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 10,007 shares; 2025Q3: 13,572 shares; 2025Q4: 23,538 shares 23,538 $844K 0.01% +9,966 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,473 shares; 2024Q4: 38,980 shares; 2025Q1: 38,980 shares; 2025Q2: 7,579 shares; 2025Q3: 8,465 shares; 2025Q4: 9,256 shares 9,256 $842K 0.01% +791 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 1,770 shares; 2025Q1: 1,852 shares; 2025Q2: 4,257 shares; 2025Q3: 3,899 shares; 2025Q4: 3,051 shares 3,051 $840K 0.01% -848 Timeline BBIN 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: 1,687 shares; 2025Q3: 7,450 shares; 2025Q4: 11,605 shares 11,605 $839K 0.01% +4,155 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,507 shares; 2024Q4: 35,074 shares; 2025Q1: 35,074 shares; 2025Q2: 28,236 shares; 2025Q3: 20,015 shares; 2025Q4: 19,422 shares 19,422 $827K 0.01% -593 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,611 shares; 2024Q4: 32,186 shares; 2025Q1: 32,186 shares; 2025Q2: 34,101 shares; 2025Q3: 35,529 shares; 2025Q4: 35,755 shares 35,755 $824K 0.01% +226 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 420 shares; 2025Q3: 827 shares; 2025Q4: 6,874 shares 6,874 $823K 0.01% +6,047 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,529 shares; 2024Q4: 16,372 shares; 2025Q1: 16,372 shares; 2025Q2: 16,539 shares; 2025Q3: 17,061 shares; 2025Q4: 16,268 shares 16,268 $821K 0.01% -793 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,703 shares; 2024Q4: 34,478 shares; 2025Q1: 34,478 shares; 2025Q2: 36,350 shares; 2025Q3: 37,777 shares; 2025Q4: 39,248 shares 39,248 $816K 0.01% +1,471 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,479 shares; 2025Q1: 8,867 shares; 2025Q2: 9,315 shares; 2025Q3: 9,038 shares; 2025Q4: 9,256 shares 9,256 $815K 0.01% +218 Timeline ILF 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: 3,405 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 161,623 shares; 2025Q3: 20,066 shares; 2025Q4: 26,730 shares 26,730 $814K 0.01% +6,664 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 5,248 shares; 2025Q3: 6,017 shares; 2025Q4: 5,730 shares 5,730 $809K 0.01% -287 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,545 shares; 2025Q1: 5,545 shares; 2025Q2: 9,253 shares; 2025Q3: 13,323 shares; 2025Q4: 16,991 shares 16,991 $805K 0.01% +3,668 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,453 shares; 2024Q4: 7,628 shares; 2025Q1: 7,628 shares; 2025Q2: 7,807 shares; 2025Q3: 7,898 shares; 2025Q4: 10,453 shares 10,453 $801K 0.01% +2,555 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 7,364 shares; 2025Q1: 7,364 shares; 2025Q2: 10,119 shares; 2025Q3: 10,111 shares; 2025Q4: 10,891 shares 10,891 $801K 0.01% +780 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 8,406 shares; 2025Q1: 8,406 shares; 2025Q2: 9,309 shares; 2025Q3: 10,782 shares; 2025Q4: 11,694 shares 11,694 $800K 0.01% +912 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,929 shares; 2025Q3: 15,787 shares; 2025Q4: 16,405 shares 16,405 $799K 0.01% +618 Timeline PFEB 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: 6,883 shares; 2024Q4: 2,896 shares; 2025Q1: 2,896 shares; 2025Q2: 5,136 shares; 2025Q3: 21,436 shares; 2025Q4: 19,516 shares 19,516 $795K 0.01% -1,920 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 2,688 shares; 2025Q3: 3,150 shares; 2025Q4: 3,816 shares 3,816 $794K 0.01% +666 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 4,171 shares; 2025Q3: 6,079 shares; 2025Q4: 7,589 shares 7,589 $781K 0.01% +1,510 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,217 shares; 2024Q4: 15,047 shares; 2025Q1: 15,047 shares; 2025Q2: 16,833 shares; 2025Q3: 15,348 shares; 2025Q4: 15,591 shares 15,591 $778K 0.01% +243 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,524 shares; 2024Q4: 24,504 shares; 2025Q1: 24,504 shares; 2025Q2: 26,729 shares; 2025Q3: 33,305 shares; 2025Q4: 35,512 shares 35,512 $777K 0.01% +2,207 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 7,357 shares; 2025Q3: 18,748 shares; 2025Q4: 29,551 shares 29,551 $775K 0.01% +10,803 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: 3,470 shares; 2024Q4: 9,677 shares; 2025Q1: 9,677 shares; 2025Q2: 9,821 shares; 2025Q3: 24,312 shares; 2025Q4: 26,126 shares 26,126 $774K 0.01% +1,814 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,901 shares; 2025Q4: 45,688 shares 45,688 $773K 0.01% +8,787 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,640 shares; 2024Q4: 11,550 shares; 2025Q1: 12,718 shares; 2025Q2: 12,467 shares; 2025Q3: 14,045 shares; 2025Q4: 14,456 shares 14,456 $764K 0.01% +411 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,749 shares; 2024Q4: 110,503 shares; 2025Q1: 110,503 shares; 2025Q2: 81,108 shares; 2025Q3: 77,664 shares; 2025Q4: 70,053 shares 70,053 $759K 0.01% -7,611 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 5,374 shares; 2025Q3: 6,629 shares; 2025Q4: 6,356 shares 6,356 $759K 0.01% -273 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: 4,306 shares; 2024Q4: 5,458 shares; 2025Q1: 5,485 shares; 2025Q2: 5,009 shares; 2025Q3: 4,769 shares; 2025Q4: 3,618 shares 3,618 $755K 0.01% -1,151 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,051 shares; 2025Q1: 6,093 shares; 2025Q2: 4,685 shares; 2025Q3: 5,039 shares; 2025Q4: 4,859 shares 4,859 $752K 0.01% -180 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 4,379 shares; 2025Q3: 4,446 shares; 2025Q4: 4,306 shares 4,306 $747K 0.01% -140 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 17,632 shares; 2025Q1: 17,751 shares; 2025Q2: 16,404 shares; 2025Q3: 15,622 shares; 2025Q4: 11,658 shares 11,658 $747K 0.01% -3,964 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,484 shares; 2025Q1: 2,649 shares; 2025Q2: 1,560 shares; 2025Q3: 7,028 shares; 2025Q4: 8,085 shares 8,085 $746K 0.01% +1,057 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 5,024 shares; 2025Q3: 5,714 shares; 2025Q4: 6,499 shares 6,499 $746K 0.01% +785 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 6,701 shares; 2025Q1: 6,736 shares; 2025Q2: 6,733 shares; 2025Q3: 6,626 shares; 2025Q4: 6,550 shares 6,550 $745K 0.01% -76 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,694 shares; 2025Q3: 3,282 shares; 2025Q4: 2,627 shares 2,627 $744K 0.01% -655 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,949 shares; 2025Q1: 12,949 shares; 2025Q2: 14,168 shares; 2025Q3: 15,120 shares; 2025Q4: 16,316 shares 16,316 $741K 0.01% +1,196 Timeline DFAC 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: 19,132 shares; 2024Q4: 19,779 shares; 2025Q1: 19,779 shares; 2025Q2: 18,048 shares; 2025Q3: 20,176 shares; 2025Q4: 18,685 shares 18,685 $740K 0.01% -1,491 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 2,257 shares; 2025Q3: 2,618 shares; 2025Q4: 2,887 shares 2,887 $739K 0.01% +269 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 11,024 shares; 2025Q3: 17,171 shares; 2025Q4: 17,042 shares 17,042 $737K 0.01% -129 Timeline DFAE 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: 21,942 shares; 2024Q4: 23,851 shares; 2025Q1: 23,851 shares; 2025Q2: 15,085 shares; 2025Q3: 22,271 shares; 2025Q4: 22,511 shares 22,511 $733K 0.01% +240 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,036 shares; 2024Q4: 16,087 shares; 2025Q1: 16,087 shares; 2025Q2: 6,515 shares; 2025Q3: 6,549 shares; 2025Q4: 7,039 shares 7,039 $733K 0.01% +490 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 4,103 shares; 2025Q1: 4,103 shares; 2025Q2: 12,071 shares; 2025Q3: 13,371 shares; 2025Q4: 14,485 shares 14,485 $730K 0.01% +1,114 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 708 shares; 2025Q3: 783 shares; 2025Q4: 805 shares 805 $730K 0.01% +22 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,586 shares; 2024Q4: 2,961 shares; 2025Q1: 2,961 shares; 2025Q2: 3,752 shares; 2025Q3: 4,586 shares; 2025Q4: 6,789 shares 6,789 $729K 0.01% +2,203 Timeline HYGV 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: 6,655 shares; 2024Q4: 8,978 shares; 2025Q1: 8,978 shares; 2025Q2: 14,812 shares; 2025Q3: 17,401 shares; 2025Q4: 17,841 shares 17,841 $727K 0.01% +440 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,752 shares; 2024Q4: 27,317 shares; 2025Q1: 27,317 shares; 2025Q2: 28,888 shares; 2025Q3: 26,314 shares; 2025Q4: 10,798 shares 10,798 $725K 0.01% -15,516 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 414 shares; 2025Q3: 411 shares; 2025Q4: 426 shares 426 $720K 0.01% +15 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 4,303 shares; 2025Q1: 4,303 shares; 2025Q2: 3,359 shares; 2025Q3: 3,521 shares; 2025Q4: 3,339 shares 3,339 $713K 0.01% -182 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,414 shares; 2025Q1: 3,414 shares; 2025Q2: 3,601 shares; 2025Q3: 3,657 shares; 2025Q4: 3,720 shares 3,720 $711K 0.01% +63 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,971 shares; 2025Q3: 7,139 shares; 2025Q4: 9,544 shares 9,544 $703K 0.01% +2,405 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,011 shares; 2025Q3: 33,751 shares; 2025Q4: 23,798 shares 23,798 $703K 0.01% -9,953 Timeline BSTP 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: 23,193 shares; 2024Q4: 20,577 shares; 2025Q1: 20,577 shares; 2025Q2: 17,917 shares; 2025Q3: 17,766 shares; 2025Q4: 18,893 shares 18,893 $701K 0.01% +1,127 Timeline PBJ 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: 33,491 shares; 2024Q4: 33,522 shares; 2025Q1: 33,522 shares; 2025Q2: 32,476 shares; 2025Q3: 1,639 shares; 2025Q4: 15,645 shares 15,645 $701K 0.01% +14,006 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 11,359 shares; 2025Q1: 11,359 shares; 2025Q2: 13,674 shares; 2025Q3: 17,514 shares; 2025Q4: 16,881 shares 16,881 $701K 0.01% -633 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,023 shares; 2025Q3: 5,679 shares; 2025Q4: 15,337 shares 15,337 $699K 0.01% +9,658 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 9,664 shares; 2025Q1: 9,664 shares; 2025Q2: 3,763 shares; 2025Q3: 3,772 shares; 2025Q4: 4,839 shares 4,839 $696K 0.01% +1,067 Timeline CGMS 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: 15,064 shares; 2024Q4: 14,834 shares; 2025Q1: 14,834 shares; 2025Q2: 23,623 shares; 2025Q3: 23,563 shares; 2025Q4: 24,985 shares 24,985 $690K 0.01% +1,422 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: 2,611 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 4,672 shares; 2025Q3: 5,959 shares; 2025Q4: 6,715 shares 6,715 $688K 0.01% +756 Timeline FLRT 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: 200 shares; 2024Q4: 5,911 shares; 2025Q1: 5,911 shares; 2025Q2: 12,735 shares; 2025Q3: 10,897 shares; 2025Q4: 14,432 shares 14,432 $680K 0.01% +3,535 Timeline TFLO 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: 1,459 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 29,036 shares; 2025Q3: 15,416 shares; 2025Q4: 13,473 shares 13,473 $680K 0.01% -1,943 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 10,394 shares; 2025Q1: 10,394 shares; 2025Q2: 12,076 shares; 2025Q3: 15,107 shares; 2025Q4: 14,718 shares 14,718 $679K 0.01% -389 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 15,234 shares; 2025Q1: 15,287 shares; 2025Q2: 20,404 shares; 2025Q3: 20,376 shares; 2025Q4: 16,397 shares 16,397 $678K 0.01% -3,979 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: 25,319 shares; 2024Q4: 26,933 shares; 2025Q1: 26,933 shares; 2025Q2: 20,626 shares; 2025Q3: 16,925 shares; 2025Q4: 18,687 shares 18,687 $677K 0.01% +1,762 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 6,480 shares; 2025Q1: 6,501 shares; 2025Q2: 6,594 shares; 2025Q3: 6,351 shares; 2025Q4: 6,800 shares 6,800 $675K 0.01% +449 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,807 shares; 2025Q1: 5,807 shares; 2025Q2: 6,468 shares; 2025Q3: 7,737 shares; 2025Q4: 8,016 shares 8,016 $675K 0.01% +279 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 1,979 shares; 2025Q3: 8,910 shares; 2025Q4: 8,900 shares 8,900 $674K 0.01% -10 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 4,388 shares; 2025Q3: 4,524 shares; 2025Q4: 4,661 shares 4,661 $671K 0.01% +137 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: 12,849 shares; 2024Q4: 12,419 shares; 2025Q1: 12,419 shares; 2025Q2: 11,860 shares; 2025Q3: 13,820 shares; 2025Q4: 13,395 shares 13,395 $670K 0.01% -425 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 15,816 shares; 2025Q1: 15,816 shares; 2025Q2: 22,041 shares; 2025Q3: 23,151 shares; 2025Q4: 25,541 shares 25,541 $670K 0.01% +2,390 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 4,253 shares; 2025Q1: 4,323 shares; 2025Q2: 5,142 shares; 2025Q3: 5,275 shares; 2025Q4: 5,633 shares 5,633 $669K 0.01% +358 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 711 shares; 2025Q3: 4,053 shares; 2025Q4: 5,426 shares 5,426 $668K 0.01% +1,373 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: 9,391 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,763 shares; 2025Q3: 4,869 shares; 2025Q4: 4,116 shares 4,116 $667K 0.01% -753 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 72 shares; 2025Q3: 86 shares; 2025Q4: 91 shares 91 $664K 0.01% +5 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: 6,072 shares; 2025Q1: 6,157 shares; 2025Q2: 5,492 shares; 2025Q3: 4,945 shares; 2025Q4: 5,083 shares 5,083 $663K 0.01% +138 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 958 shares; 2025Q3: 962 shares; 2025Q4: 852 shares 852 $658K 0.01% -110 Timeline BGRN 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: 4,175 shares; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 8,668 shares; 2025Q3: 10,875 shares; 2025Q4: 13,684 shares 13,684 $656K 0.01% +2,809 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 14,320 shares; 2025Q3: 23,197 shares; 2025Q4: 41,335 shares 41,335 $656K 0.01% +18,138 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,702 shares; 2025Q3: 3,296 shares; 2025Q4: 3,429 shares 3,429 $655K 0.01% +133 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7,870 shares 7,870 $652K 0.01% +7,863 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,941 shares; 2025Q1: 6,729 shares; 2025Q2: 8,300 shares; 2025Q3: 8,528 shares; 2025Q4: 8,837 shares 8,837 $650K 0.01% +309 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 12,256 shares; 2025Q1: 12,256 shares; 2025Q2: 14,356 shares; 2025Q3: 13,934 shares; 2025Q4: 13,311 shares 13,311 $648K 0.01% -623 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,992 shares; 2024Q4: 23,473 shares; 2025Q1: 24,065 shares; 2025Q2: 27,241 shares; 2025Q3: 34,187 shares; 2025Q4: 32,814 shares 32,814 $648K 0.01% -1,373 Timeline EZU 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: 486 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 565 shares; 2025Q3: 591 shares; 2025Q4: 10,105 shares 10,105 $648K 0.01% +9,514 Timeline PCY 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: 206 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 389 shares; 2025Q4: 29,896 shares 29,896 $648K 0.01% +29,507 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,456 shares; 2024Q4: 21,829 shares; 2025Q1: 21,829 shares; 2025Q2: 20,201 shares; 2025Q3: 20,894 shares; 2025Q4: 16,297 shares 16,297 $647K 0.01% -4,597 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 4,253 shares; 2025Q1: 4,253 shares; 2025Q2: 5,682 shares; 2025Q3: 5,385 shares; 2025Q4: 5,873 shares 5,873 $646K 0.01% +488 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 15,872 shares; 2025Q1: 15,872 shares; 2025Q2: 9,566 shares; 2025Q3: 10,297 shares; 2025Q4: 25,391 shares 25,391 $646K 0.01% +15,094 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: 4,103 shares; 2024Q4: 4,292 shares; 2025Q1: 4,292 shares; 2025Q2: 4,361 shares; 2025Q3: 4,332 shares; 2025Q4: 4,803 shares 4,803 $645K 0.01% +471 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: 11,005 shares; 2024Q4: 13,997 shares; 2025Q1: 13,997 shares; 2025Q2: 18,371 shares; 2025Q3: 19,555 shares; 2025Q4: 21,800 shares 21,800 $644K 0.01% +2,245 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,145 shares; 2024Q4: 12,069 shares; 2025Q1: 12,069 shares; 2025Q2: 13,635 shares; 2025Q3: 13,449 shares; 2025Q4: 13,499 shares 13,499 $640K 0.01% +50 Timeline HSCZ 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: 200 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 13,438 shares; 2025Q3: 14,132 shares; 2025Q4: 16,428 shares 16,428 $639K 0.01% +2,296 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 315 shares; 2025Q3: 14,301 shares; 2025Q4: 35,716 shares 35,716 $632K 0.01% +21,415 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 13,078 shares; 2025Q1: 13,078 shares; 2025Q2: 13,414 shares; 2025Q3: 12,535 shares; 2025Q4: 13,019 shares 13,019 $630K 0.01% +484 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 915 shares; 2025Q1: 1,020 shares; 2025Q2: 1,244 shares; 2025Q3: 1,426 shares; 2025Q4: 1,703 shares 1,703 $629K 0.01% +277 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: 5,946 shares; 2024Q4: 4,422 shares; 2025Q1: 4,522 shares; 2025Q2: 5,511 shares; 2025Q3: 8,430 shares; 2025Q4: 9,842 shares 9,842 $627K 0.01% +1,412 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,673 shares; 2024Q4: 23,521 shares; 2025Q1: 23,646 shares; 2025Q2: 5,383 shares; 2025Q3: 12,357 shares; 2025Q4: 13,106 shares 13,106 $626K 0.01% +749 Timeline SNSR 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: 171,518 shares; 2024Q4: 155,144 shares; 2025Q1: 157,134 shares; 2025Q2: 73,285 shares; 2025Q3: 36,704 shares; 2025Q4: 16,940 shares 16,940 $626K 0.01% -19,764 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 3,940 shares; 2025Q1: 3,940 shares; 2025Q2: 3,882 shares; 2025Q3: 4,039 shares; 2025Q4: 10,795 shares 10,795 $625K 0.01% +6,756 Timeline PEY 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: 41,582 shares; 2024Q4: 40,954 shares; 2025Q1: 40,954 shares; 2025Q2: 41,015 shares; 2025Q3: 35,436 shares; 2025Q4: 30,583 shares 30,583 $623K 0.01% -4,853 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,392 shares; 2025Q1: 3,392 shares; 2025Q2: 4,561 shares; 2025Q3: 4,356 shares; 2025Q4: 4,770 shares 4,770 $623K 0.01% +414 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 7,206 shares; 2025Q3: 7,744 shares; 2025Q4: 7,078 shares 7,078 $619K 0.01% -666 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,664 shares; 2025Q1: 4,664 shares; 2025Q2: 5,350 shares; 2025Q3: 5,577 shares; 2025Q4: 5,657 shares 5,657 $615K 0.01% +80 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,277 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,346 shares; 2025Q3: 10,167 shares; 2025Q4: 10,067 shares 10,067 $614K 0.01% -100 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 15,006 shares; 2025Q1: 15,024 shares; 2025Q2: 14,666 shares; 2025Q3: 16,507 shares; 2025Q4: 11,397 shares 11,397 $614K 0.01% -5,110 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 5,819 shares; 2025Q1: 5,819 shares; 2025Q2: 5,238 shares; 2025Q3: 6,078 shares; 2025Q4: 5,966 shares 5,966 $613K 0.01% -112 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 2,384 shares; 2025Q1: 2,400 shares; 2025Q2: 3,487 shares; 2025Q3: 3,117 shares; 2025Q4: 3,137 shares 3,137 $612K 0.01% +20 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,935 shares; 2024Q4: 43,811 shares; 2025Q1: 43,811 shares; 2025Q2: 11,285 shares; 2025Q3: 11,300 shares; 2025Q4: 6,611 shares 6,611 $611K 0.01% -4,689 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 11,689 shares; 2025Q3: 12,029 shares; 2025Q4: 11,904 shares 11,904 $610K 0.01% -125 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: 8,986 shares; 2025Q1: 8,986 shares; 2025Q2: 9,510 shares; 2025Q3: 10,436 shares; 2025Q4: 10,669 shares 10,669 $608K 0.01% +233 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,598 shares; 2025Q3: 1,459 shares; 2025Q4: 1,594 shares 1,594 $605K 0.01% +135 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 2,854 shares; 2025Q1: 2,912 shares; 2025Q2: 4,199 shares; 2025Q3: 4,517 shares; 2025Q4: 4,632 shares 4,632 $605K 0.01% +115 Timeline HYHG 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: 10,116 shares; 2024Q4: 10,860 shares; 2025Q1: 10,901 shares; 2025Q2: 10,160 shares; 2025Q3: 10,044 shares; 2025Q4: 9,394 shares 9,394 $605K 0.01% -650 Timeline BNOV 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: 11,903 shares; 2024Q4: 13,468 shares; 2025Q1: 13,468 shares; 2025Q2: 12,327 shares; 2025Q3: 12,313 shares; 2025Q4: 13,543 shares 13,543 $602K 0.01% +1,230 Timeline CEMB 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: 9,049 shares; 2024Q4: 9,693 shares; 2025Q1: 11,333 shares; 2025Q2: 12,327 shares; 2025Q3: 12,343 shares; 2025Q4: 13,124 shares 13,124 $602K 0.01% +781 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 5,788 shares; 2025Q3: 10,912 shares; 2025Q4: 10,270 shares 10,270 $600K 0.01% -642 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,639 shares; 2025Q1: 1,682 shares; 2025Q2: 4,803 shares; 2025Q3: 5,051 shares; 2025Q4: 4,629 shares 4,629 $597K 0.01% -422 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 19,299 shares; 2025Q1: 19,319 shares; 2025Q2: 20,451 shares; 2025Q3: 21,251 shares; 2025Q4: 20,937 shares 20,937 $596K 0.01% -314 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,763 shares; 2024Q4: 25,388 shares; 2025Q1: 25,405 shares; 2025Q2: 23,483 shares; 2025Q3: 24,035 shares; 2025Q4: 24,033 shares 24,033 $595K 0.01% -2 Timeline IHF 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: 9,769 shares; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 10,419 shares; 2025Q3: 12,024 shares; 2025Q4: 12,415 shares 12,415 $595K 0.01% +391 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,584 shares; 2025Q1: 2,603 shares; 2025Q2: 2,832 shares; 2025Q3: 2,399 shares; 2025Q4: 2,290 shares 2,290 $594K 0.01% -109 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 9,569 shares; 2025Q1: 9,569 shares; 2025Q2: 13,912 shares; 2025Q3: 14,082 shares; 2025Q4: 11,826 shares 11,826 $594K 0.01% -2,256 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: 5,750 shares; 2024Q4: 6,035 shares; 2025Q1: 6,205 shares; 2025Q2: 6,259 shares; 2025Q3: 6,622 shares; 2025Q4: 9,158 shares 9,158 $594K 0.01% +2,536 Timeline WTV 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: 2,085 shares; 2024Q4: 4,109 shares; 2025Q1: 4,109 shares; 2025Q2: 5,422 shares; 2025Q3: 5,268 shares; 2025Q4: 6,361 shares 6,361 $593K 0.01% +1,093 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 24,101 shares; 2025Q3: 38,375 shares; 2025Q4: 38,676 shares 38,676 $590K 0.01% +301 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: 14,815 shares; 2024Q4: 18,690 shares; 2025Q1: 18,690 shares; 2025Q2: 13,455 shares; 2025Q3: 15,073 shares; 2025Q4: 11,806 shares 11,806 $590K 0.01% -3,267 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: 3,954 shares; 2024Q4: 4,318 shares; 2025Q1: 4,410 shares; 2025Q2: 4,041 shares; 2025Q3: 4,268 shares; 2025Q4: 4,627 shares 4,627 $586K 0.01% +359 Timeline IGM 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: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,520 shares 4,520 $584K 0.01% +225 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 44,378 shares; 2025Q1: 44,491 shares; 2025Q2: 52,017 shares; 2025Q3: 34,202 shares; 2025Q4: 33,781 shares 33,781 $583K 0.01% -421 Timeline IWD 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: 2,671 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 3,480 shares; 2025Q3: 3,238 shares; 2025Q4: 2,770 shares 2,770 $583K 0.01% -468 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 16,206 shares; 2025Q1: 16,206 shares; 2025Q2: 16,172 shares; 2025Q3: 15,567 shares; 2025Q4: 16,014 shares 16,014 $581K 0.01% +447 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 7,828 shares; 2025Q1: 11,339 shares; 2025Q2: 12,371 shares; 2025Q3: 11,861 shares; 2025Q4: 12,438 shares 12,438 $581K 0.01% +577 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,547 shares; 2024Q4: 24,247 shares; 2025Q1: 24,372 shares; 2025Q2: 25,360 shares; 2025Q3: 20,591 shares; 2025Q4: 15,653 shares 15,653 $579K 0.01% -4,938 Timeline SCHM 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: 8,119 shares; 2024Q4: 22,563 shares; 2025Q1: 22,611 shares; 2025Q2: 21,686 shares; 2025Q3: 19,355 shares; 2025Q4: 19,242 shares 19,242 $579K 0.01% -113 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,339 shares; 2024Q4: 12,372 shares; 2025Q1: 12,372 shares; 2025Q2: 10,163 shares; 2025Q3: 10,599 shares; 2025Q4: 12,600 shares 12,600 $578K 0.01% +2,001 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,166 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 19,221 shares; 2025Q3: 1,244 shares; 2025Q4: 22,308 shares 22,308 $578K 0.01% +21,064 Timeline UCON 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: 18,245 shares; 2024Q4: 18,760 shares; 2025Q1: 18,760 shares; 2025Q2: 17,611 shares; 2025Q3: 19,494 shares; 2025Q4: 22,960 shares 22,960 $578K 0.01% +3,466 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 564 shares; 2025Q3: 859 shares; 2025Q4: 2,513 shares 2,513 $576K 0.01% +1,654 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: 12,905 shares; 2024Q4: 12,919 shares; 2025Q1: 12,919 shares; 2025Q2: 12,065 shares; 2025Q3: 13,839 shares; 2025Q4: 13,299 shares 13,299 $575K 0.01% -540 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 7,547 shares; 2025Q3: 8,374 shares; 2025Q4: 7,923 shares 7,923 $574K 0.01% -451 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 1,151 shares; 2025Q3: 1,183 shares; 2025Q4: 1,261 shares 1,261 $572K 0.01% +78 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 8,180 shares; 2025Q1: 8,180 shares; 2025Q2: 9,544 shares; 2025Q3: 9,791 shares; 2025Q4: 5,734 shares 5,734 $572K 0.01% -4,057 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,195 shares 24,195 $570K 0.01% new Timeline FLBL 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: 10,290 shares; 2024Q4: 7,905 shares; 2025Q1: 7,905 shares; 2025Q2: 11,341 shares; 2025Q3: 17,852 shares; 2025Q4: 24,237 shares 24,237 $568K 0.01% +6,385 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: 6,135 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 9,052 shares; 2025Q3: 8,441 shares; 2025Q4: 9,055 shares 9,055 $566K 0.01% +614 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 14,894 shares; 2025Q3: 14,894 shares; 2025Q4: 22,634 shares 22,634 $563K 0.01% +7,740 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 13,706 shares; 2025Q1: 14,043 shares; 2025Q2: 19,196 shares; 2025Q3: 22,114 shares; 2025Q4: 29,511 shares 29,511 $556K 0.01% +7,397 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 13,582 shares; 2025Q1: 14,013 shares; 2025Q2: 18,925 shares; 2025Q3: 20,559 shares; 2025Q4: 26,974 shares 26,974 $556K 0.01% +6,415 Timeline CRDT 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: 22,130 shares; 2025Q3: 22,130 shares; 2025Q4: 23,703 shares 23,703 $553K 0.01% +1,573 Timeline HSMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,825 shares; 2024Q4: 12,127 shares; 2025Q1: 12,127 shares; 2025Q2: 13,379 shares; 2025Q3: 14,069 shares; 2025Q4: 15,488 shares 15,488 $552K 0.01% +1,419 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,269 shares; 2025Q1: 4,269 shares; 2025Q2: 4,229 shares; 2025Q3: 4,203 shares; 2025Q4: 4,198 shares 4,198 $549K 0.01% -5 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,700 shares; 2024Q4: 71,141 shares; 2025Q1: 71,141 shares; 2025Q2: 64,370 shares; 2025Q3: 58,714 shares; 2025Q4: 67,631 shares 67,631 $548K 0.01% +8,917 Timeline CGW 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: 3,101 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 4,215 shares; 2025Q3: 8,808 shares; 2025Q4: 8,699 shares 8,699 $548K 0.01% -109 Timeline TLT 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: 74,429 shares; 2024Q4: 130,956 shares; 2025Q1: 130,956 shares; 2025Q2: 2,889 shares; 2025Q3: 13,767 shares; 2025Q4: 6,201 shares 6,201 $541K 0.01% -7,566 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,713 shares; 2024Q4: 36,399 shares; 2025Q1: 36,399 shares; 2025Q2: 31,816 shares; 2025Q3: 31,066 shares; 2025Q4: 31,144 shares 31,144 $540K 0.01% +78 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 8,291 shares; 2025Q1: 8,291 shares; 2025Q2: 8,163 shares; 2025Q3: 8,417 shares; 2025Q4: 10,288 shares 10,288 $539K 0.01% +1,871 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 212 shares; 2025Q3: 244 shares; 2025Q4: 251 shares 251 $539K 0.01% +7 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 8,168 shares; 2025Q1: 8,168 shares; 2025Q2: 6,942 shares; 2025Q3: 7,082 shares; 2025Q4: 6,810 shares 6,810 $538K 0.01% -272 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: 3,107 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 4,223 shares; 2025Q3: 4,047 shares; 2025Q4: 3,709 shares 3,709 $537K 0.01% -338 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 2,582 shares; 2025Q3: 1,182 shares; 2025Q4: 1,799 shares 1,799 $537K 0.01% +617 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,193 shares 8,193 $536K 0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,338 shares; 2025Q1: 14,416 shares; 2025Q2: 13,638 shares; 2025Q3: 13,791 shares; 2025Q4: 7,043 shares 7,043 $536K 0.01% -6,748 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,437 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 6,864 shares; 2025Q3: 9,453 shares; 2025Q4: 6,217 shares 6,217 $531K 0.01% -3,236 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 931 shares; 2025Q3: 826 shares; 2025Q4: 568 shares 568 $530K 0.01% -258 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,380 shares; 2024Q4: 26,820 shares; 2025Q1: 26,820 shares; 2025Q2: 9,598 shares; 2025Q3: 8,922 shares; 2025Q4: 10,578 shares 10,578 $527K 0.01% +1,656 Timeline FMDE 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: 65,667 shares; 2024Q4: 13,517 shares; 2025Q1: 13,517 shares; 2025Q2: 10,256 shares; 2025Q3: 11,168 shares; 2025Q4: 14,448 shares 14,448 $526K 0.01% +3,280 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 10,824 shares; 2025Q3: 17,261 shares; 2025Q4: 20,938 shares 20,938 $526K 0.01% +3,677 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,136 shares; 2025Q3: 1,093 shares; 2025Q4: 1,091 shares 1,091 $524K 0.01% -2 Timeline GOVI 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: 18,555 shares; 2024Q4: 18,525 shares; 2025Q1: 18,525 shares; 2025Q2: 22,442 shares; 2025Q3: 22,999 shares; 2025Q4: 19,005 shares 19,005 $524K 0.01% -3,994 Timeline SIL 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: 9,703 shares; 2024Q4: 9,362 shares; 2025Q1: 9,362 shares; 2025Q2: 9,714 shares; 2025Q3: 8,888 shares; 2025Q4: 6,259 shares 6,259 $523K 0.01% -2,629 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 3,146 shares; 2025Q1: 3,192 shares; 2025Q2: 4,378 shares; 2025Q3: 4,512 shares; 2025Q4: 4,556 shares 4,556 $522K 0.01% +44 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,744 shares; 2025Q3: 1,742 shares; 2025Q4: 1,673 shares 1,673 $519K 0.01% -69 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: 1,459 shares; 2024Q4: 1,730 shares; 2025Q1: 1,743 shares; 2025Q2: 2,391 shares; 2025Q3: 2,546 shares; 2025Q4: 2,445 shares 2,445 $518K 0.01% -101 Timeline MCHI 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: 146,243 shares; 2024Q4: 145,148 shares; 2025Q1: 145,148 shares; 2025Q2: 10,782 shares; 2025Q3: 11,132 shares; 2025Q4: 8,616 shares 8,616 $518K 0.01% -2,516 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,119 shares; 2024Q4: 13,717 shares; 2025Q1: 14,425 shares; 2025Q2: 13,998 shares; 2025Q3: 14,799 shares; 2025Q4: 16,191 shares 16,191 $516K 0.01% +1,392 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 2,230 shares; 2025Q3: 2,374 shares; 2025Q4: 2,498 shares 2,498 $515K 0.01% +124 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: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 536 shares; 2025Q3: 19,930 shares; 2025Q4: 17,236 shares 17,236 $515K 0.01% -2,694 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,890 shares; 2024Q4: 10,215 shares; 2025Q1: 10,630 shares; 2025Q2: 10,485 shares; 2025Q3: 6,983 shares; 2025Q4: 6,397 shares 6,397 $514K 0.01% -586 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,477 shares 22,477 $513K 0.01% 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: 1,502 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 7,598 shares; 2025Q3: 7,599 shares; 2025Q4: 7,592 shares 7,592 $510K 0.01% -7 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: 570 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 854 shares; 2025Q3: 841 shares; 2025Q4: 841 shares 841 $508K 0.01% 0 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,294 shares; 2025Q3: 5,705 shares; 2025Q4: 5,477 shares 5,477 $507K 0.01% -228 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,536 shares; 2025Q1: 3,536 shares; 2025Q2: 3,904 shares; 2025Q3: 5,108 shares; 2025Q4: 6,443 shares 6,443 $507K 0.01% +1,335 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,174 shares; 2025Q1: 9,174 shares; 2025Q2: 17,595 shares; 2025Q3: 18,276 shares; 2025Q4: 23,855 shares 23,855 $506K 0.01% +5,579 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 2,732 shares; 2025Q3: 6,159 shares; 2025Q4: 10,203 shares 10,203 $506K 0.01% +4,044 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 5,476 shares; 2025Q1: 5,476 shares; 2025Q2: 8,348 shares; 2025Q3: 7,538 shares; 2025Q4: 6,384 shares 6,384 $506K 0.01% -1,154 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 505 shares; 2025Q3: 564 shares; 2025Q4: 658 shares 658 $504K 0.01% +94 Timeline ISCG 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: 6,518 shares; 2024Q4: 8,923 shares; 2025Q1: 8,923 shares; 2025Q2: 10,256 shares; 2025Q3: 8,653 shares; 2025Q4: 9,079 shares 9,079 $504K 0.01% +426 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 19,197 shares; 2025Q1: 19,197 shares; 2025Q2: 20,083 shares; 2025Q3: 20,052 shares; 2025Q4: 21,876 shares 21,876 $500K 0.01% +1,824 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: 5,118 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 6,344 shares; 2025Q3: 5,242 shares; 2025Q4: 5,300 shares 5,300 $499K 0.01% +58 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: 8,645 shares; 2024Q4: 9,865 shares; 2025Q1: 10,169 shares; 2025Q2: 7,360 shares; 2025Q3: 5,207 shares; 2025Q4: 4,782 shares 4,782 $498K 0.01% -425 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 3,536 shares; 2025Q3: 3,918 shares; 2025Q4: 3,894 shares 3,894 $497K 0.01% -24 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,134 shares; 2025Q3: 959 shares; 2025Q4: 1,272 shares 1,272 $495K 0.01% +313 Timeline FFLG 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: 9,264 shares; 2024Q4: 9,626 shares; 2025Q1: 9,626 shares; 2025Q2: 17,635 shares; 2025Q3: 16,961 shares; 2025Q4: 16,269 shares 16,269 $487K 0.01% -692 Timeline BSEP 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: 10,004 shares; 2024Q4: 9,779 shares; 2025Q1: 9,779 shares; 2025Q2: 9,779 shares; 2025Q3: 9,829 shares; 2025Q4: 9,829 shares 9,829 $484K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 12,542 shares; 2025Q1: 12,542 shares; 2025Q2: 6,153 shares; 2025Q3: 5,554 shares; 2025Q4: 5,812 shares 5,812 $482K 0.01% +258 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 26,927 shares; 2025Q1: 26,927 shares; 2025Q2: 36,999 shares; 2025Q3: 40,350 shares; 2025Q4: 42,135 shares 42,135 $482K 0.01% +1,785 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,322 shares; 2025Q1: 5,431 shares; 2025Q2: 5,954 shares; 2025Q3: 6,678 shares; 2025Q4: 7,055 shares 7,055 $481K 0.01% +377 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 7,238 shares; 2025Q3: 7,260 shares; 2025Q4: 7,387 shares 7,387 $480K 0.01% +127 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 9,143 shares; 2025Q1: 9,149 shares; 2025Q2: 6,054 shares; 2025Q3: 6,614 shares; 2025Q4: 7,032 shares 7,032 $480K 0.01% +418 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,226 shares; 2025Q3: 2,899 shares; 2025Q4: 2,601 shares 2,601 $479K 0.01% -298 Timeline CLIP 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: 1,998 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 4,193 shares; 2025Q3: 4,325 shares; 2025Q4: 4,767 shares 4,767 $477K 0.01% +442 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: 3,299 shares; 2024Q4: 4,145 shares; 2025Q1: 4,174 shares; 2025Q2: 4,795 shares; 2025Q3: 4,740 shares; 2025Q4: 4,923 shares 4,923 $477K 0.01% +183 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 15,577 shares; 2025Q1: 15,577 shares; 2025Q2: 12,399 shares; 2025Q3: 9,627 shares; 2025Q4: 10,419 shares 10,419 $474K 0.01% +792 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 13,590 shares; 2025Q1: 13,590 shares; 2025Q2: 12,113 shares; 2025Q3: 12,840 shares; 2025Q4: 13,617 shares 13,617 $473K 0.01% +777 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,335 shares; 2024Q4: 13,610 shares; 2025Q1: 13,974 shares; 2025Q2: 20,426 shares; 2025Q3: 20,377 shares; 2025Q4: 20,984 shares 20,984 $473K 0.01% +607 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: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,408 shares; 2025Q2: 2,374 shares; 2025Q3: 2,374 shares; 2025Q4: 9,433 shares 9,433 $470K 0.01% +7,059 Timeline IBTI 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: 13,322 shares; 2024Q4: 13,413 shares; 2025Q1: 13,413 shares; 2025Q2: 18,914 shares; 2025Q3: 18,980 shares; 2025Q4: 20,938 shares 20,938 $468K 0.01% +1,958 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 7,889 shares; 2025Q1: 7,889 shares; 2025Q2: 6,834 shares; 2025Q3: 6,999 shares; 2025Q4: 7,951 shares 7,951 $467K 0.01% +952 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 6,530 shares; 2025Q1: 6,819 shares; 2025Q2: 6,395 shares; 2025Q3: 6,344 shares; 2025Q4: 6,336 shares 6,336 $467K 0.01% -8 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,102 shares; 2025Q1: 4,102 shares; 2025Q2: 4,586 shares; 2025Q3: 4,608 shares; 2025Q4: 4,726 shares 4,726 $466K 0.01% +118 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 6,545 shares; 2025Q1: 6,590 shares; 2025Q2: 8,288 shares; 2025Q3: 10,939 shares; 2025Q4: 10,671 shares 10,671 $462K 0.01% -268 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: 4,440 shares; 2024Q4: 5,212 shares; 2025Q1: 5,212 shares; 2025Q2: 5,734 shares; 2025Q3: 5,809 shares; 2025Q4: 5,791 shares 5,791 $460K 0.01% -18 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,998 shares; 2024Q4: 21,998 shares; 2025Q1: 21,998 shares; 2025Q2: 21,998 shares; 2025Q3: 21,997 shares; 2025Q4: 21,997 shares 21,997 $456K 0.01% 0 Timeline QWLD 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: 7,576 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 3,039 shares; 2025Q3: 3,154 shares; 2025Q4: 3,177 shares 3,177 $455K 0.01% +23 Timeline ESGU 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: 6,424 shares; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 2,930 shares; 2025Q3: 3,100 shares; 2025Q4: 3,045 shares 3,045 $454K 0.01% -55 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,898 shares; 2024Q4: 15,991 shares; 2025Q1: 15,991 shares; 2025Q2: 16,964 shares; 2025Q3: 17,003 shares; 2025Q4: 18,654 shares 18,654 $452K 0.01% +1,651 Timeline FLQM 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: 2,412 shares; 2024Q4: 5,386 shares; 2025Q1: 5,386 shares; 2025Q2: 6,265 shares; 2025Q3: 7,344 shares; 2025Q4: 8,026 shares 8,026 $452K 0.01% +682 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,663 shares; 2025Q1: 6,816 shares; 2025Q2: 11,958 shares; 2025Q3: 12,396 shares; 2025Q4: 12,362 shares 12,362 $451K 0.01% -34 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,436 shares; 2025Q3: 1,928 shares; 2025Q4: 9,736 shares 9,736 $451K 0.01% +7,808 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,181 shares; 2025Q3: 1,035 shares; 2025Q4: 1,078 shares 1,078 $449K 0.01% +43 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 210 shares; 2025Q4: 216 shares 216 $449K 0.01% +6 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 3,568 shares; 2025Q3: 4,282 shares; 2025Q4: 4,595 shares 4,595 $446K 0.01% +313 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 8,587 shares; 2025Q1: 8,587 shares; 2025Q2: 14,042 shares; 2025Q3: 15,723 shares; 2025Q4: 17,028 shares 17,028 $446K 0.01% +1,305 Timeline VLUE 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: 2,468 shares; 2024Q4: 2,722 shares; 2025Q1: 2,733 shares; 2025Q2: 2,647 shares; 2025Q3: 3,117 shares; 2025Q4: 3,258 shares 3,258 $445K 0.01% +141 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,778 shares; 2024Q4: 11,642 shares; 2025Q1: 11,642 shares; 2025Q2: 15,888 shares; 2025Q3: 15,965 shares; 2025Q4: 17,465 shares 17,465 $445K 0.01% +1,500 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,669 shares; 2024Q4: 19,538 shares; 2025Q1: 19,538 shares; 2025Q2: 21,241 shares; 2025Q3: 20,914 shares; 2025Q4: 21,527 shares 21,527 $442K 0.01% +613 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,687 shares; 2024Q4: 28,203 shares; 2025Q1: 28,203 shares; 2025Q2: 24,835 shares; 2025Q3: 31,260 shares; 2025Q4: 26,772 shares 26,772 $441K 0.01% -4,488 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: 2,644 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 3,352 shares 3,352 $441K 0.01% +785 Timeline BRLN 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: 8,710 shares; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 9,110 shares; 2025Q3: 9,110 shares; 2025Q4: 8,535 shares 8,535 $441K 0.01% -575 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,630 shares; 2025Q3: 5,823 shares; 2025Q4: 5,685 shares 5,685 $440K 0.01% -138 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 6,954 shares; 2025Q1: 6,954 shares; 2025Q2: 8,383 shares; 2025Q3: 7,973 shares; 2025Q4: 6,271 shares 6,271 $440K 0.01% -1,702 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: 5,458 shares; 2024Q4: 5,553 shares; 2025Q1: 5,562 shares; 2025Q2: 4,168 shares; 2025Q3: 4,292 shares; 2025Q4: 4,483 shares 4,483 $438K 0.01% +191 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,520 shares; 2025Q3: 2,467 shares; 2025Q4: 2,418 shares 2,418 $438K 0.01% -49 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 1,539 shares; 2025Q3: 2,209 shares; 2025Q4: 2,095 shares 2,095 $438K 0.01% -114 Timeline GOCT 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: 13,857 shares; 2025Q1: 13,857 shares; 2025Q2: 13,857 shares; 2025Q3: 12,992 shares; 2025Q4: 11,128 shares 11,128 $437K 0.01% -1,864 Timeline GII 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: 931 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 4,921 shares; 2025Q3: 5,537 shares; 2025Q4: 6,216 shares 6,216 $434K 0.01% +679 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 2,507 shares; 2025Q3: 2,757 shares; 2025Q4: 3,064 shares 3,064 $433K 0.01% +307 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 2,719 shares; 2025Q3: 2,906 shares; 2025Q4: 2,865 shares 2,865 $432K 0.01% -41 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,901 shares; 2024Q4: 28,103 shares; 2025Q1: 28,103 shares; 2025Q2: 9,689 shares; 2025Q3: 28,469 shares; 2025Q4: 36,379 shares 36,379 $431K 0.01% +7,910 Timeline FIXD 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: 10,663 shares; 2024Q4: 8,034 shares; 2025Q1: 8,034 shares; 2025Q2: 8,759 shares; 2025Q3: 9,143 shares; 2025Q4: 9,675 shares 9,675 $429K 0.01% +532 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: 9,864 shares; 2024Q4: 11,162 shares; 2025Q1: 11,162 shares; 2025Q2: 16,168 shares; 2025Q3: 16,174 shares; 2025Q4: 15,301 shares 15,301 $429K 0.01% -873 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: 6,896 shares; 2024Q4: 8,463 shares; 2025Q1: 8,463 shares; 2025Q2: 8,441 shares; 2025Q3: 8,441 shares; 2025Q4: 8,650 shares 8,650 $428K 0.01% +209 Timeline BIZD 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: 15,109 shares; 2024Q4: 14,294 shares; 2025Q1: 14,294 shares; 2025Q2: 29,890 shares; 2025Q3: 14,894 shares; 2025Q4: 30,060 shares 30,060 $426K 0.01% +15,166 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 8,047 shares; 2025Q1: 8,047 shares; 2025Q2: 11,084 shares; 2025Q3: 4,327 shares; 2025Q4: 4,348 shares 4,348 $425K 0.01% +21 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 5,244 shares; 2025Q1: 5,244 shares; 2025Q2: 6,839 shares; 2025Q3: 6,577 shares; 2025Q4: 7,124 shares 7,124 $424K 0.01% +547 Timeline