IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,600 shares; 2024Q4: 896,289 shares; 2025Q1: 868,725 shares; 2025Q2: 200,521 shares; 2025Q3: 181,753 shares; 2025Q4: 141,460 shares 141,460 $6.88M 0.03% -40,293 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: 384,171 shares; 2024Q4: 381,018 shares; 2025Q1: 411,904 shares; 2025Q2: 347,431 shares; 2025Q3: 339,424 shares; 2025Q4: 349,585 shares 349,585 $6.84M 0.03% +10,161 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: 13,371 shares; 2024Q4: 12,810 shares; 2025Q1: 12,178 shares; 2025Q2: 11,843 shares; 2025Q3: 11,592 shares; 2025Q4: 11,337 shares 11,337 $6.84M 0.03% -255 Timeline IXN 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: 58,800 shares; 2024Q4: 65,637 shares; 2025Q1: 66,837 shares; 2025Q2: 67,479 shares; 2025Q3: 65,014 shares; 2025Q4: 64,977 shares 64,977 $6.82M 0.03% -37 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: 65,618 shares; 2024Q4: 66,473 shares; 2025Q1: 59,795 shares; 2025Q2: 59,915 shares; 2025Q3: 59,938 shares; 2025Q4: 62,785 shares 62,785 $6.82M 0.03% +2,847 Timeline PAAA 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: 7,113 shares; 2024Q4: 27,247 shares; 2025Q1: 47,615 shares; 2025Q2: 58,015 shares; 2025Q3: 109,049 shares; 2025Q4: 132,027 shares 132,027 $6.77M 0.03% +22,978 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,440 shares; 2024Q4: 18,287 shares; 2025Q1: 21,892 shares; 2025Q2: 22,904 shares; 2025Q3: 23,161 shares; 2025Q4: 26,253 shares 26,253 $6.75M 0.03% +3,092 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,477 shares; 2024Q4: 17,763 shares; 2025Q1: 21,446 shares; 2025Q2: 68,860 shares; 2025Q3: 68,442 shares; 2025Q4: 104,876 shares 104,876 $6.75M 0.03% +36,434 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,929 shares; 2024Q4: 337,581 shares; 2025Q1: 359,329 shares; 2025Q2: 345,085 shares; 2025Q3: 347,066 shares; 2025Q4: 332,780 shares 332,780 $6.73M 0.03% -14,286 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,530 shares; 2025Q1: 23,108 shares; 2025Q2: 85,197 shares; 2025Q3: 104,622 shares; 2025Q4: 129,989 shares 129,989 $6.69M 0.03% +25,367 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 37,775 shares; 2025Q1: 41,930 shares; 2025Q2: 44,189 shares; 2025Q3: 50,204 shares; 2025Q4: 49,266 shares 49,266 $6.66M 0.03% -938 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,417 shares; 2024Q4: 8,998 shares; 2025Q1: 10,551 shares; 2025Q2: 11,454 shares; 2025Q3: 10,308 shares; 2025Q4: 10,049 shares 10,049 $6.66M 0.03% -259 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,428 shares; 2024Q4: 128,880 shares; 2025Q1: 41,050 shares; 2025Q2: 41,853 shares; 2025Q3: 38,347 shares; 2025Q4: 37,771 shares 37,771 $6.63M 0.03% -576 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,562 shares; 2024Q4: 82,413 shares; 2025Q1: 82,525 shares; 2025Q2: 82,021 shares; 2025Q3: 82,784 shares; 2025Q4: 82,347 shares 82,347 $6.61M 0.03% -437 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,853 shares; 2024Q4: 248,591 shares; 2025Q1: 105,329 shares; 2025Q2: 86,702 shares; 2025Q3: 100,232 shares; 2025Q4: 130,828 shares 130,828 $6.61M 0.03% +30,596 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,164 shares; 2024Q4: 80,536 shares; 2025Q1: 64,212 shares; 2025Q2: 57,779 shares; 2025Q3: 59,689 shares; 2025Q4: 58,044 shares 58,044 $6.61M 0.03% -1,645 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,489 shares; 2024Q4: 129,109 shares; 2025Q1: 133,287 shares; 2025Q2: 136,151 shares; 2025Q3: 130,925 shares; 2025Q4: 137,861 shares 137,861 $6.59M 0.03% +6,936 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: 20,759 shares; 2024Q4: 22,417 shares; 2025Q1: 21,549 shares; 2025Q2: 21,685 shares; 2025Q3: 22,707 shares; 2025Q4: 22,087 shares 22,087 $6.59M 0.03% -620 Timeline IYJ 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: 21,547 shares; 2024Q4: 32,752 shares; 2025Q1: 32,924 shares; 2025Q2: 24,094 shares; 2025Q3: 36,840 shares; 2025Q4: 44,471 shares 44,471 $6.59M 0.03% +7,631 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,255 shares; 2024Q4: 26,171 shares; 2025Q1: 26,221 shares; 2025Q2: 26,728 shares; 2025Q3: 32,318 shares; 2025Q4: 32,447 shares 32,447 $6.54M 0.03% +129 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: 90,269 shares; 2024Q4: 100,289 shares; 2025Q1: 108,978 shares; 2025Q2: 112,533 shares; 2025Q3: 133,240 shares; 2025Q4: 159,572 shares 159,572 $6.52M 0.03% +26,332 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,395 shares; 2025Q3: 83,665 shares; 2025Q4: 200,388 shares 200,388 $6.51M 0.03% +116,723 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,959 shares; 2024Q4: 201,983 shares; 2025Q1: 205,812 shares; 2025Q2: 133,579 shares; 2025Q3: 130,052 shares; 2025Q4: 125,102 shares 125,102 $6.51M 0.03% -4,950 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,943 shares; 2024Q4: 157,406 shares; 2025Q1: 154,812 shares; 2025Q2: 159,447 shares; 2025Q3: 159,436 shares; 2025Q4: 163,172 shares 163,172 $6.51M 0.03% +3,736 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,334 shares; 2024Q4: 38,066 shares; 2025Q1: 36,864 shares; 2025Q2: 46,486 shares; 2025Q3: 51,738 shares; 2025Q4: 56,728 shares 56,728 $6.5M 0.03% +4,990 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: 64,276 shares; 2024Q4: 67,335 shares; 2025Q1: 65,810 shares; 2025Q2: 60,199 shares; 2025Q3: 57,889 shares; 2025Q4: 65,589 shares 65,589 $6.41M 0.03% +7,700 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: 123,201 shares; 2024Q4: 110,443 shares; 2025Q1: 250,889 shares; 2025Q2: 251,983 shares; 2025Q3: 254,465 shares; 2025Q4: 263,933 shares 263,933 $6.4M 0.03% +9,468 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: 79,780 shares; 2024Q4: 80,147 shares; 2025Q1: 81,975 shares; 2025Q2: 80,807 shares; 2025Q3: 80,788 shares; 2025Q4: 80,420 shares 80,420 $6.35M 0.03% -368 Timeline DFAR 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: 34,840 shares; 2024Q4: 70,860 shares; 2025Q1: 184,351 shares; 2025Q2: 241,524 shares; 2025Q3: 225,741 shares; 2025Q4: 277,161 shares 277,161 $6.35M 0.03% +51,420 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,422 shares; 2024Q4: 154,834 shares; 2025Q1: 167,111 shares; 2025Q2: 168,792 shares; 2025Q3: 160,209 shares; 2025Q4: 164,974 shares 164,974 $6.33M 0.03% +4,765 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 10,279 shares; 2025Q1: 9,592 shares; 2025Q2: 9,853 shares; 2025Q3: 9,703 shares; 2025Q4: 11,063 shares 11,063 $6.31M 0.03% +1,360 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,507 shares; 2024Q4: 143,025 shares; 2025Q1: 156,390 shares; 2025Q2: 142,300 shares; 2025Q3: 182,604 shares; 2025Q4: 240,000 shares 240,000 $6.3M 0.03% +57,396 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267,822 shares; 2025Q3: 281,302 shares; 2025Q4: 293,408 shares 293,408 $6.3M 0.03% +12,106 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,821 shares; 2024Q4: 18,617 shares; 2025Q1: 33,308 shares; 2025Q2: 24,813 shares; 2025Q3: 33,934 shares; 2025Q4: 27,763 shares 27,763 $6.28M 0.03% -6,171 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: 61,811 shares; 2024Q4: 62,233 shares; 2025Q1: 70,344 shares; 2025Q2: 78,145 shares; 2025Q3: 80,340 shares; 2025Q4: 76,933 shares 76,933 $6.27M 0.03% -3,407 Timeline XSVM 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: 59,679 shares; 2024Q4: 65,919 shares; 2025Q1: 71,037 shares; 2025Q2: 79,226 shares; 2025Q3: 98,349 shares; 2025Q4: 109,810 shares 109,810 $6.27M 0.03% +11,461 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,107 shares; 2025Q1: 50,446 shares; 2025Q2: 61,783 shares; 2025Q3: 87,016 shares; 2025Q4: 121,946 shares 121,946 $6.27M 0.03% +34,930 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 18,578 shares; 2025Q1: 18,897 shares; 2025Q2: 19,450 shares; 2025Q3: 19,787 shares; 2025Q4: 21,718 shares 21,718 $6.27M 0.03% +1,931 Timeline IAGG 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: 6,515 shares; 2024Q4: 7,235 shares; 2025Q1: 6,881 shares; 2025Q2: 60,069 shares; 2025Q3: 95,822 shares; 2025Q4: 125,175 shares 125,175 $6.26M 0.03% +29,353 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,874 shares; 2024Q4: 118,345 shares; 2025Q1: 115,569 shares; 2025Q2: 127,875 shares; 2025Q3: 140,954 shares; 2025Q4: 164,504 shares 164,504 $6.26M 0.03% +23,550 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: not reported; 2024Q4: not reported; 2025Q1: 7,551 shares; 2025Q2: 26,344 shares; 2025Q3: 30,402 shares; 2025Q4: 32,393 shares 32,393 $6.2M 0.03% +1,991 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 4,572 shares; 2025Q1: 4,722 shares; 2025Q2: 4,063 shares; 2025Q3: 19,028 shares; 2025Q4: 35,287 shares 35,287 $6.19M 0.03% +16,259 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 21,861 shares; 2025Q1: 21,649 shares; 2025Q2: 25,941 shares; 2025Q3: 26,789 shares; 2025Q4: 25,595 shares 25,595 $6.17M 0.03% -1,194 Timeline EMM 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: 187,367 shares; 2024Q4: 188,332 shares; 2025Q1: 200,603 shares; 2025Q2: 209,706 shares; 2025Q3: 209,275 shares; 2025Q4: 180,131 shares 180,131 $6.17M 0.03% -29,144 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: 11,473 shares; 2024Q4: 10,063 shares; 2025Q1: 10,554 shares; 2025Q2: 10,853 shares; 2025Q3: 10,553 shares; 2025Q4: 10,152 shares 10,152 $6.14M 0.03% -401 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: 58,982 shares; 2024Q4: 58,831 shares; 2025Q1: 61,703 shares; 2025Q2: 58,353 shares; 2025Q3: 55,694 shares; 2025Q4: 54,386 shares 54,386 $6.14M 0.03% -1,308 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,967 shares; 2024Q4: 16,027 shares; 2025Q1: 17,100 shares; 2025Q2: 18,170 shares; 2025Q3: 18,129 shares; 2025Q4: 17,234 shares 17,234 $6.06M 0.03% -895 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,276 shares; 2024Q4: 22,039 shares; 2025Q1: 21,714 shares; 2025Q2: 22,075 shares; 2025Q3: 20,501 shares; 2025Q4: 20,458 shares 20,458 $6.05M 0.03% -43 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: 39,650 shares; 2024Q4: 37,488 shares; 2025Q1: 34,113 shares; 2025Q2: 43,810 shares; 2025Q3: 43,480 shares; 2025Q4: 40,573 shares 40,573 $6.04M 0.03% -2,907 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,190 shares; 2024Q4: 112,646 shares; 2025Q1: 68,467 shares; 2025Q2: 74,832 shares; 2025Q3: 112,545 shares; 2025Q4: 247,303 shares 247,303 $6.03M 0.03% +134,758 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: not reported; 2024Q4: 2,090 shares; 2025Q1: 29,440 shares; 2025Q2: 66,194 shares; 2025Q3: 68,858 shares; 2025Q4: 60,198 shares 60,198 $6.03M 0.03% -8,660 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,195 shares; 2024Q4: 23,922 shares; 2025Q1: 23,490 shares; 2025Q2: 21,146 shares; 2025Q3: 21,803 shares; 2025Q4: 22,895 shares 22,895 $6.01M 0.03% +1,092 Timeline GWX 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: 140,271 shares; 2024Q4: 139,628 shares; 2025Q1: 135,584 shares; 2025Q2: 138,312 shares; 2025Q3: 134,973 shares; 2025Q4: 147,002 shares 147,002 $6.01M 0.03% +12,029 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: 121,036 shares; 2024Q4: 242,291 shares; 2025Q1: 173,144 shares; 2025Q2: 191,090 shares; 2025Q3: 251,686 shares; 2025Q4: 249,788 shares 249,788 $6M 0.03% -1,898 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,802 shares; 2024Q4: 174,046 shares; 2025Q1: 116,013 shares; 2025Q2: 113,562 shares; 2025Q3: 182,095 shares; 2025Q4: 253,156 shares 253,156 $5.99M 0.03% +71,061 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,555 shares; 2025Q2: 19,710 shares; 2025Q3: 185,974 shares; 2025Q4: 235,903 shares 235,903 $5.98M 0.03% +49,929 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 51,248 shares; 2025Q1: 49,099 shares; 2025Q2: 45,539 shares; 2025Q3: 46,697 shares; 2025Q4: 46,722 shares 46,722 $5.96M 0.03% +25 Timeline JEPI 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: 159,546 shares; 2024Q4: 154,303 shares; 2025Q1: 229,059 shares; 2025Q2: 166,291 shares; 2025Q3: 149,328 shares; 2025Q4: 103,854 shares 103,854 $5.94M 0.03% -45,474 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: 8,429 shares; 2024Q4: 8,113 shares; 2025Q1: 8,087 shares; 2025Q2: 8,837 shares; 2025Q3: 10,534 shares; 2025Q4: 11,368 shares 11,368 $5.94M 0.03% +834 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,315 shares; 2024Q4: 177,194 shares; 2025Q1: 135,414 shares; 2025Q2: 166,854 shares; 2025Q3: 168,951 shares; 2025Q4: 207,517 shares 207,517 $5.94M 0.03% +38,566 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,940 shares; 2024Q4: 187,175 shares; 2025Q1: 164,479 shares; 2025Q2: 149,448 shares; 2025Q3: 155,545 shares; 2025Q4: 153,115 shares 153,115 $5.87M 0.03% -2,430 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: 135,955 shares; 2024Q4: 118,941 shares; 2025Q1: 111,116 shares; 2025Q2: 97,788 shares; 2025Q3: 124,178 shares; 2025Q4: 110,769 shares 110,769 $5.86M 0.03% -13,409 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,109 shares; 2025Q1: 7,941 shares; 2025Q2: 7,276 shares; 2025Q3: 6,927 shares; 2025Q4: 7,238 shares 7,238 $5.86M 0.03% +311 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 10,342 shares; 2025Q1: 12,708 shares; 2025Q2: 12,913 shares; 2025Q3: 13,125 shares; 2025Q4: 15,028 shares 15,028 $5.85M 0.03% +1,903 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,753 shares; 2025Q4: 210,317 shares 210,317 $5.82M 0.03% +15,564 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,936 shares; 2024Q4: 20,444 shares; 2025Q1: 19,499 shares; 2025Q2: 20,457 shares; 2025Q3: 21,477 shares; 2025Q4: 21,379 shares 21,379 $5.8M 0.03% -98 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: 60,198 shares; 2024Q4: 61,026 shares; 2025Q1: 61,000 shares; 2025Q2: 61,577 shares; 2025Q3: 57,641 shares; 2025Q4: 59,244 shares 59,244 $5.8M 0.03% +1,603 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,001 shares; 2024Q4: 353,081 shares; 2025Q1: 394,562 shares; 2025Q2: 345,308 shares; 2025Q3: 314,001 shares; 2025Q4: 327,075 shares 327,075 $5.78M 0.03% +13,074 Timeline FPE 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: 359,155 shares; 2024Q4: 879,316 shares; 2025Q1: 407,894 shares; 2025Q2: 313,372 shares; 2025Q3: 324,263 shares; 2025Q4: 315,551 shares 315,551 $5.75M 0.03% -8,712 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,223 shares; 2024Q4: 135,899 shares; 2025Q1: 159,798 shares; 2025Q2: 175,149 shares; 2025Q3: 183,723 shares; 2025Q4: 216,487 shares 216,487 $5.73M 0.03% +32,764 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: 30,616 shares; 2024Q4: 38,195 shares; 2025Q1: 38,951 shares; 2025Q2: 39,900 shares; 2025Q3: 38,157 shares; 2025Q4: 35,357 shares 35,357 $5.73M 0.03% -2,800 Timeline SLQD 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: 102,429 shares; 2024Q4: 105,905 shares; 2025Q1: 102,550 shares; 2025Q2: 102,258 shares; 2025Q3: 108,557 shares; 2025Q4: 112,656 shares 112,656 $5.71M 0.03% +4,099 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: 20,092 shares; 2024Q4: 19,702 shares; 2025Q1: 19,907 shares; 2025Q2: 19,401 shares; 2025Q3: 20,003 shares; 2025Q4: 19,706 shares 19,706 $5.69M 0.03% -297 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: 339,708 shares; 2024Q4: 357,666 shares; 2025Q1: 383,926 shares; 2025Q2: 316,725 shares; 2025Q3: 305,693 shares; 2025Q4: 287,877 shares 287,877 $5.68M 0.03% -17,816 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,056 shares; 2024Q4: 40,522 shares; 2025Q1: 38,990 shares; 2025Q2: 41,140 shares; 2025Q3: 41,400 shares; 2025Q4: 41,078 shares 41,078 $5.66M 0.03% -322 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,775 shares; 2025Q4: 73,907 shares 73,907 $5.65M 0.03% +29,132 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,646 shares; 2024Q4: 34,682 shares; 2025Q1: 38,275 shares; 2025Q2: 42,514 shares; 2025Q3: 44,583 shares; 2025Q4: 46,025 shares 46,025 $5.65M 0.03% +1,442 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 16,077 shares; 2025Q1: 16,508 shares; 2025Q2: 15,242 shares; 2025Q3: 14,389 shares; 2025Q4: 14,560 shares 14,560 $5.63M 0.03% +171 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,747 shares; 2024Q4: 85,036 shares; 2025Q1: 108,418 shares; 2025Q2: 111,949 shares; 2025Q3: 118,113 shares; 2025Q4: 107,259 shares 107,259 $5.62M 0.03% -10,854 Timeline AZ A2Z CUST2MATE SOLUTIONS CORP More: the full row for A2Z CUST2MATE SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,047 shares; 2025Q4: 862,765 shares 862,765 $5.62M 0.03% +662,718 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,315 shares; 2024Q4: 113,129 shares; 2025Q1: 88,916 shares; 2025Q2: 90,491 shares; 2025Q3: 105,203 shares; 2025Q4: 113,441 shares 113,441 $5.61M 0.03% +8,238 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,062 shares; 2024Q4: 65,403 shares; 2025Q1: 77,252 shares; 2025Q2: 63,475 shares; 2025Q3: 58,789 shares; 2025Q4: 57,669 shares 57,669 $5.61M 0.03% -1,120 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: 336,166 shares; 2024Q4: 337,371 shares; 2025Q1: 348,718 shares; 2025Q2: 288,693 shares; 2025Q3: 276,412 shares; 2025Q4: 271,336 shares 271,336 $5.59M 0.03% -5,076 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 20,933 shares; 2025Q1: 15,319 shares; 2025Q2: 67,179 shares; 2025Q3: 84,553 shares; 2025Q4: 106,486 shares 106,486 $5.57M 0.03% +21,933 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,115 shares; 2024Q4: 21,974 shares; 2025Q1: 9,375 shares; 2025Q2: 32,614 shares; 2025Q3: 36,632 shares; 2025Q4: 36,729 shares 36,729 $5.52M 0.03% +97 Timeline XLSR 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: 97,402 shares; 2024Q4: 100,658 shares; 2025Q1: 65,828 shares; 2025Q2: 77,458 shares; 2025Q3: 75,919 shares; 2025Q4: 88,270 shares 88,270 $5.5M 0.03% +12,351 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: 30,133 shares; 2024Q4: 32,092 shares; 2025Q1: 32,261 shares; 2025Q2: 33,734 shares; 2025Q3: 33,974 shares; 2025Q4: 29,639 shares 29,639 $5.49M 0.03% -4,335 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,781 shares; 2024Q4: 179,054 shares; 2025Q1: 194,607 shares; 2025Q2: 202,854 shares; 2025Q3: 194,522 shares; 2025Q4: 199,411 shares 199,411 $5.48M 0.03% +4,889 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,434 shares; 2024Q4: 81,255 shares; 2025Q1: 89,104 shares; 2025Q2: 54,067 shares; 2025Q3: 46,648 shares; 2025Q4: 54,888 shares 54,888 $5.48M 0.03% +8,240 Timeline IOO 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: 52,555 shares; 2024Q4: 48,498 shares; 2025Q1: 42,632 shares; 2025Q2: 44,234 shares; 2025Q3: 44,529 shares; 2025Q4: 43,232 shares 43,232 $5.48M 0.03% -1,297 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,543 shares; 2024Q4: 117,252 shares; 2025Q1: 107,753 shares; 2025Q2: 102,785 shares; 2025Q3: 105,876 shares; 2025Q4: 101,969 shares 101,969 $5.44M 0.03% -3,907 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: 88,226 shares; 2024Q4: 189,416 shares; 2025Q1: 166,773 shares; 2025Q2: 156,807 shares; 2025Q3: 118,167 shares; 2025Q4: 190,979 shares 190,979 $5.44M 0.03% +72,812 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,226 shares; 2024Q4: 103,358 shares; 2025Q1: 95,122 shares; 2025Q2: 93,487 shares; 2025Q3: 86,868 shares; 2025Q4: 82,390 shares 82,390 $5.43M 0.03% -4,478 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,321 shares; 2025Q1: 5,685 shares; 2025Q2: 6,012 shares; 2025Q3: 5,814 shares; 2025Q4: 6,170 shares 6,170 $5.42M 0.03% +356 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: 224,845 shares; 2024Q4: 198,822 shares; 2025Q1: 165,473 shares; 2025Q2: 37,691 shares; 2025Q3: 46,189 shares; 2025Q4: 44,360 shares 44,360 $5.41M 0.03% -1,829 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,972 shares; 2024Q4: 87,286 shares; 2025Q1: 90,739 shares; 2025Q2: 60,928 shares; 2025Q3: 59,641 shares; 2025Q4: 55,267 shares 55,267 $5.41M 0.03% -4,374 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,113 shares; 2025Q3: 140,231 shares; 2025Q4: 156,507 shares 156,507 $5.4M 0.03% +16,276 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: 214,692 shares; 2024Q4: 52,314 shares; 2025Q1: 215,603 shares; 2025Q2: 219,528 shares; 2025Q3: 218,564 shares; 2025Q4: 217,802 shares 217,802 $5.39M 0.03% -762 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: 89,009 shares; 2024Q4: 91,707 shares; 2025Q1: 75,528 shares; 2025Q2: 84,529 shares; 2025Q3: 83,927 shares; 2025Q4: 59,264 shares 59,264 $5.39M 0.03% -24,663 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 21,700 shares; 2025Q1: 43,452 shares; 2025Q2: 70,726 shares; 2025Q3: 73,490 shares; 2025Q4: 64,398 shares 64,398 $5.38M 0.03% -9,092 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: 47,673 shares; 2024Q4: 46,517 shares; 2025Q1: 45,438 shares; 2025Q2: 47,245 shares; 2025Q3: 48,992 shares; 2025Q4: 54,101 shares 54,101 $5.37M 0.03% +5,109 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,095 shares; 2024Q4: 174,365 shares; 2025Q1: 182,521 shares; 2025Q2: 188,742 shares; 2025Q3: 187,191 shares; 2025Q4: 193,363 shares 193,363 $5.37M 0.03% +6,172 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,695 shares; 2024Q4: 214,281 shares; 2025Q1: 165,045 shares; 2025Q2: 160,555 shares; 2025Q3: 167,473 shares; 2025Q4: 169,483 shares 169,483 $5.34M 0.03% +2,010 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,505 shares; 2024Q4: 68,932 shares; 2025Q1: 71,415 shares; 2025Q2: 90,044 shares; 2025Q3: 85,377 shares; 2025Q4: 48,392 shares 48,392 $5.33M 0.03% -36,985 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: 628 shares; 2024Q4: 503 shares; 2025Q1: 552 shares; 2025Q2: 2,554 shares; 2025Q3: 2,901 shares; 2025Q4: 2,637 shares 2,637 $5.31M 0.02% -264 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,873 shares; 2025Q1: 13,694 shares; 2025Q2: 29,510 shares; 2025Q3: 19,977 shares; 2025Q4: 22,988 shares 22,988 $5.28M 0.02% +3,011 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: 68,952 shares; 2024Q4: 77,231 shares; 2025Q1: 78,011 shares; 2025Q2: 77,269 shares; 2025Q3: 79,095 shares; 2025Q4: 66,507 shares 66,507 $5.26M 0.02% -12,588 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: 44,452 shares; 2024Q4: 68,936 shares; 2025Q1: 88,763 shares; 2025Q2: 93,273 shares; 2025Q3: 100,573 shares; 2025Q4: 104,174 shares 104,174 $5.25M 0.02% +3,601 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: 423,467 shares; 2024Q4: 372,543 shares; 2025Q1: 121,747 shares; 2025Q2: 116,494 shares; 2025Q3: 118,750 shares; 2025Q4: 118,413 shares 118,413 $5.25M 0.02% -337 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,948 shares; 2024Q4: 22,398 shares; 2025Q1: 21,642 shares; 2025Q2: 20,917 shares; 2025Q3: 20,361 shares; 2025Q4: 20,866 shares 20,866 $5.24M 0.02% +505 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,673 shares; 2024Q4: 144,199 shares; 2025Q1: 131,094 shares; 2025Q2: 129,871 shares; 2025Q3: 107,909 shares; 2025Q4: 102,380 shares 102,380 $5.24M 0.02% -5,529 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: 32,161 shares; 2024Q4: 31,211 shares; 2025Q1: 29,625 shares; 2025Q2: 35,373 shares; 2025Q3: 36,643 shares; 2025Q4: 36,851 shares 36,851 $5.2M 0.02% +208 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,697 shares; 2024Q4: 174,178 shares; 2025Q1: 178,040 shares; 2025Q2: 177,497 shares; 2025Q3: 185,724 shares; 2025Q4: 206,194 shares 206,194 $5.19M 0.02% +20,470 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,264 shares; 2024Q4: 81,730 shares; 2025Q1: 49,591 shares; 2025Q2: 50,580 shares; 2025Q3: 63,917 shares; 2025Q4: 53,876 shares 53,876 $5.19M 0.02% -10,041 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,140 shares; 2024Q4: 82,971 shares; 2025Q1: 83,826 shares; 2025Q2: 82,738 shares; 2025Q3: 84,853 shares; 2025Q4: 80,358 shares 80,358 $5.17M 0.02% -4,495 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,526 shares; 2024Q4: 349,968 shares; 2025Q1: 244,417 shares; 2025Q2: 230,197 shares; 2025Q3: 212,418 shares; 2025Q4: 228,685 shares 228,685 $5.16M 0.02% +16,267 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: 114,838 shares; 2024Q4: 167,552 shares; 2025Q1: 162,943 shares; 2025Q2: 150,019 shares; 2025Q3: 142,339 shares; 2025Q4: 142,396 shares 142,396 $5.16M 0.02% +57 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: 44,258 shares; 2024Q4: 41,916 shares; 2025Q1: 43,307 shares; 2025Q2: 47,193 shares; 2025Q3: 44,489 shares; 2025Q4: 70,033 shares 70,033 $5.15M 0.02% +25,544 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: 48,221 shares; 2024Q4: 39,976 shares; 2025Q1: 31,051 shares; 2025Q2: 31,522 shares; 2025Q3: 33,193 shares; 2025Q4: 31,657 shares 31,657 $5.15M 0.02% -1,536 Timeline FEMS 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: 113,766 shares; 2024Q4: 108,943 shares; 2025Q1: 109,339 shares; 2025Q2: 110,274 shares; 2025Q3: 111,516 shares; 2025Q4: 121,988 shares 121,988 $5.14M 0.02% +10,472 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,417 shares; 2024Q4: 142,316 shares; 2025Q1: 131,492 shares; 2025Q2: 140,633 shares; 2025Q3: 141,421 shares; 2025Q4: 139,147 shares 139,147 $5.09M 0.02% -2,274 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: not reported; 2024Q4: not reported; 2025Q1: 20,040 shares; 2025Q2: 28,994 shares; 2025Q3: 45,907 shares; 2025Q4: 60,914 shares 60,914 $5.09M 0.02% +15,007 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,121 shares; 2024Q4: 52,030 shares; 2025Q1: 82,054 shares; 2025Q2: 81,535 shares; 2025Q3: 84,157 shares; 2025Q4: 83,882 shares 83,882 $5.01M 0.02% -275 Timeline PWV 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: 18,235 shares; 2024Q4: 18,008 shares; 2025Q1: 18,218 shares; 2025Q2: 18,662 shares; 2025Q3: 63,534 shares; 2025Q4: 75,183 shares 75,183 $5M 0.02% +11,649 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,470 shares; 2024Q4: 27,299 shares; 2025Q1: 26,974 shares; 2025Q2: 69,279 shares; 2025Q3: 64,535 shares; 2025Q4: 64,282 shares 64,282 $4.98M 0.02% -253 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: 17,031 shares; 2024Q4: 15,057 shares; 2025Q1: 33,357 shares; 2025Q2: 50,194 shares; 2025Q3: 51,662 shares; 2025Q4: 48,600 shares 48,600 $4.98M 0.02% -3,062 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: 93,065 shares; 2024Q4: 113,329 shares; 2025Q1: 71,451 shares; 2025Q2: 79,342 shares; 2025Q3: 51,667 shares; 2025Q4: 43,612 shares 43,612 $4.97M 0.02% -8,055 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,298 shares; 2024Q4: 81,551 shares; 2025Q1: 209,181 shares; 2025Q2: 208,957 shares; 2025Q3: 216,190 shares; 2025Q4: 210,541 shares 210,541 $4.97M 0.02% -5,649 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 15,161 shares; 2025Q1: 14,628 shares; 2025Q2: 13,442 shares; 2025Q3: 13,246 shares; 2025Q4: 12,496 shares 12,496 $4.92M 0.02% -750 Timeline NBCM 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: 72,471 shares; 2025Q3: 163,044 shares; 2025Q4: 215,989 shares 215,989 $4.89M 0.02% +52,945 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: 15,903 shares; 2024Q4: 16,103 shares; 2025Q1: 14,869 shares; 2025Q2: 16,829 shares; 2025Q3: 17,636 shares; 2025Q4: 17,641 shares 17,641 $4.86M 0.02% +5 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,354 shares; 2024Q4: 460,620 shares; 2025Q1: 446,768 shares; 2025Q2: 370,136 shares; 2025Q3: 339,025 shares; 2025Q4: 342,877 shares 342,877 $4.85M 0.02% +3,852 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,039 shares; 2024Q4: 25,460 shares; 2025Q1: 66,349 shares; 2025Q2: 23,174 shares; 2025Q3: 56,603 shares; 2025Q4: 91,794 shares 91,794 $4.85M 0.02% +35,191 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,903 shares; 2024Q4: 41,215 shares; 2025Q1: 64,193 shares; 2025Q2: 62,224 shares; 2025Q3: 61,183 shares; 2025Q4: 44,134 shares 44,134 $4.84M 0.02% -17,049 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,118 shares; 2024Q4: 429,844 shares; 2025Q1: 466,633 shares; 2025Q2: 464,409 shares; 2025Q3: 429,619 shares; 2025Q4: 562,749 shares 562,749 $4.83M 0.02% +133,130 Timeline DFSD 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: 82,380 shares; 2024Q4: 83,926 shares; 2025Q1: 91,774 shares; 2025Q2: 102,700 shares; 2025Q3: 97,890 shares; 2025Q4: 100,777 shares 100,777 $4.83M 0.02% +2,887 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 4,817 shares; 2025Q1: 4,584 shares; 2025Q2: 4,586 shares; 2025Q3: 5,079 shares; 2025Q4: 21,524 shares 21,524 $4.78M 0.02% +16,445 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: 199,089 shares; 2024Q4: 178,375 shares; 2025Q1: 151,162 shares; 2025Q2: 143,880 shares; 2025Q3: 138,995 shares; 2025Q4: 137,535 shares 137,535 $4.78M 0.02% -1,460 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: 385,406 shares; 2024Q4: 435,387 shares; 2025Q1: 315,163 shares; 2025Q2: 255,837 shares; 2025Q3: 152,449 shares; 2025Q4: 107,635 shares 107,635 $4.78M 0.02% -44,814 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233,879 shares; 2025Q4: 488,222 shares 488,222 $4.77M 0.02% +254,343 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,429 shares; 2024Q4: 24,956 shares; 2025Q1: 24,108 shares; 2025Q2: 23,190 shares; 2025Q3: 22,764 shares; 2025Q4: 22,824 shares 22,824 $4.73M 0.02% +60 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411,850 shares 411,850 $4.72M 0.02% new Timeline CLOA 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: 70,861 shares; 2025Q2: 83,789 shares; 2025Q3: 98,313 shares; 2025Q4: 91,030 shares 91,030 $4.71M 0.02% -7,283 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: 63,142 shares; 2024Q4: 53,943 shares; 2025Q1: 52,464 shares; 2025Q2: 57,189 shares; 2025Q3: 62,660 shares; 2025Q4: 63,534 shares 63,534 $4.69M 0.02% +874 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,255 shares; 2024Q4: 43,739 shares; 2025Q1: 45,734 shares; 2025Q2: 51,153 shares; 2025Q3: 41,753 shares; 2025Q4: 96,234 shares 96,234 $4.69M 0.02% +54,481 Timeline ONEY 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: 48,104 shares; 2024Q4: 46,212 shares; 2025Q1: 47,255 shares; 2025Q2: 44,561 shares; 2025Q3: 44,265 shares; 2025Q4: 41,264 shares 41,264 $4.69M 0.02% -3,001 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,647 shares; 2024Q4: 88,622 shares; 2025Q1: 86,715 shares; 2025Q2: 84,384 shares; 2025Q3: 82,339 shares; 2025Q4: 81,070 shares 81,070 $4.68M 0.02% -1,269 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,457 shares; 2025Q1: 102,465 shares; 2025Q2: 42,373 shares; 2025Q3: 58,593 shares; 2025Q4: 103,965 shares 103,965 $4.66M 0.02% +45,372 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: 41,683 shares; 2024Q4: 39,876 shares; 2025Q1: 40,993 shares; 2025Q2: 35,868 shares; 2025Q3: 33,189 shares; 2025Q4: 35,423 shares 35,423 $4.66M 0.02% +2,234 Timeline TAN 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: 15,329 shares; 2024Q4: 14,642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,584 shares; 2025Q4: 94,647 shares 94,647 $4.65M 0.02% +87,063 Timeline DDWM 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: 8,320 shares; 2024Q4: 18,426 shares; 2025Q1: 20,353 shares; 2025Q2: 20,777 shares; 2025Q3: 29,238 shares; 2025Q4: 106,296 shares 106,296 $4.63M 0.02% +77,058 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,123 shares; 2024Q4: 239,011 shares; 2025Q1: 261,801 shares; 2025Q2: 270,706 shares; 2025Q3: 275,635 shares; 2025Q4: 277,286 shares 277,286 $4.62M 0.02% +1,651 Timeline RWK 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: 63,877 shares; 2024Q4: 64,377 shares; 2025Q1: 71,349 shares; 2025Q2: 39,618 shares; 2025Q3: 37,593 shares; 2025Q4: 36,345 shares 36,345 $4.6M 0.02% -1,248 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,315 shares; 2024Q4: 70,017 shares; 2025Q1: 62,827 shares; 2025Q2: 61,839 shares; 2025Q3: 59,634 shares; 2025Q4: 89,817 shares 89,817 $4.56M 0.02% +30,183 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: 44,463 shares; 2024Q4: 80,850 shares; 2025Q1: 45,946 shares; 2025Q2: 40,933 shares; 2025Q3: 41,467 shares; 2025Q4: 42,285 shares 42,285 $4.54M 0.02% +818 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 9,256 shares; 2025Q1: 9,284 shares; 2025Q2: 11,378 shares; 2025Q3: 7,661 shares; 2025Q4: 10,802 shares 10,802 $4.53M 0.02% +3,141 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,965 shares; 2024Q4: 78,197 shares; 2025Q1: 55,296 shares; 2025Q2: 55,192 shares; 2025Q3: 55,572 shares; 2025Q4: 54,687 shares 54,687 $4.51M 0.02% -885 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: 28,916 shares; 2024Q4: 27,896 shares; 2025Q1: 29,653 shares; 2025Q2: 30,072 shares; 2025Q3: 34,239 shares; 2025Q4: 33,498 shares 33,498 $4.5M 0.02% -741 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: 16,712 shares; 2024Q4: 17,985 shares; 2025Q1: 21,366 shares; 2025Q2: 37,769 shares; 2025Q3: 40,355 shares; 2025Q4: 46,718 shares 46,718 $4.5M 0.02% +6,363 Timeline RDCM RADCOM LTD More: the full row for RADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280,058 shares; 2025Q4: 343,647 shares 343,647 $4.49M 0.02% +63,589 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,235 shares; 2024Q4: 22,324 shares; 2025Q1: 23,161 shares; 2025Q2: 23,691 shares; 2025Q3: 21,264 shares; 2025Q4: 22,022 shares 22,022 $4.47M 0.02% +758 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,584 shares; 2024Q4: 44,244 shares; 2025Q1: 44,303 shares; 2025Q2: 41,065 shares; 2025Q3: 97,744 shares; 2025Q4: 92,826 shares 92,826 $4.47M 0.02% -4,918 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: 93,063 shares; 2024Q4: 77,840 shares; 2025Q1: 71,692 shares; 2025Q2: 85,898 shares; 2025Q3: 81,098 shares; 2025Q4: 87,770 shares 87,770 $4.47M 0.02% +6,672 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,523 shares; 2025Q2: 92,483 shares; 2025Q3: 77,410 shares; 2025Q4: 82,302 shares 82,302 $4.46M 0.02% +4,892 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: 17,009 shares; 2024Q4: 16,301 shares; 2025Q1: 17,193 shares; 2025Q2: 16,764 shares; 2025Q3: 16,913 shares; 2025Q4: 21,740 shares 21,740 $4.46M 0.02% +4,827 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,094 shares; 2024Q4: 28,795 shares; 2025Q1: 27,561 shares; 2025Q2: 24,580 shares; 2025Q3: 30,740 shares; 2025Q4: 26,400 shares 26,400 $4.46M 0.02% -4,340 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,769 shares; 2024Q4: 125,954 shares; 2025Q1: 171,359 shares; 2025Q2: 187,981 shares; 2025Q3: 209,883 shares; 2025Q4: 87,486 shares 87,486 $4.45M 0.02% -122,397 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 3,158 shares; 2025Q1: 3,326 shares; 2025Q2: 44,695 shares; 2025Q3: 45,873 shares; 2025Q4: 48,648 shares 48,648 $4.44M 0.02% +2,775 Timeline IDU 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: 22,988 shares; 2024Q4: 27,682 shares; 2025Q1: 24,043 shares; 2025Q2: 26,052 shares; 2025Q3: 32,715 shares; 2025Q4: 40,820 shares 40,820 $4.42M 0.02% +8,105 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,739 shares; 2024Q4: 385,332 shares; 2025Q1: 589,686 shares; 2025Q2: 1,516,463 shares; 2025Q3: 1,546,380 shares; 2025Q4: 1,705,376 shares 1,705,376 $4.42M 0.02% +158,996 Timeline NTSX 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: 85,712 shares; 2024Q4: 84,338 shares; 2025Q1: 75,740 shares; 2025Q2: 78,508 shares; 2025Q3: 80,790 shares; 2025Q4: 80,575 shares 80,575 $4.42M 0.02% -215 Timeline DIVI 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: 160,901 shares; 2024Q4: 133,794 shares; 2025Q1: 148,838 shares; 2025Q2: 97,106 shares; 2025Q3: 118,365 shares; 2025Q4: 113,301 shares 113,301 $4.41M 0.02% -5,064 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: 9,587 shares; 2024Q4: 9,774 shares; 2025Q1: 10,263 shares; 2025Q2: 10,582 shares; 2025Q3: 10,544 shares; 2025Q4: 10,439 shares 10,439 $4.41M 0.02% -105 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,604 shares; 2024Q4: 153,967 shares; 2025Q1: 88,651 shares; 2025Q2: 89,984 shares; 2025Q3: 90,285 shares; 2025Q4: 93,026 shares 93,026 $4.41M 0.02% +2,741 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 16,224 shares; 2025Q1: 85,509 shares; 2025Q2: 80,010 shares; 2025Q3: 273,085 shares; 2025Q4: 378,537 shares 378,537 $4.4M 0.02% +105,452 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,622 shares; 2024Q4: 78,880 shares; 2025Q1: 79,024 shares; 2025Q2: 40,812 shares; 2025Q3: 38,832 shares; 2025Q4: 37,421 shares 37,421 $4.4M 0.02% -1,411 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: 162,265 shares; 2024Q4: 230,869 shares; 2025Q1: 250,176 shares; 2025Q2: 149,429 shares; 2025Q3: 148,800 shares; 2025Q4: 173,686 shares 173,686 $4.36M 0.02% +24,886 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,461 shares; 2025Q1: 37,273 shares; 2025Q2: 59,855 shares; 2025Q3: 76,869 shares; 2025Q4: 115,246 shares 115,246 $4.35M 0.02% +38,377 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 19,143 shares; 2025Q1: 18,059 shares; 2025Q2: 18,698 shares; 2025Q3: 22,107 shares; 2025Q4: 23,421 shares 23,421 $4.35M 0.02% +1,314 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 28,177 shares; 2025Q1: 27,405 shares; 2025Q2: 28,296 shares; 2025Q3: 31,474 shares; 2025Q4: 29,300 shares 29,300 $4.33M 0.02% -2,174 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,728 shares; 2024Q4: 43,793 shares; 2025Q1: 42,860 shares; 2025Q2: 42,197 shares; 2025Q3: 40,693 shares; 2025Q4: 38,995 shares 38,995 $4.33M 0.02% -1,698 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: 154,750 shares; 2024Q4: 154,991 shares; 2025Q1: 161,296 shares; 2025Q2: 172,601 shares; 2025Q3: 190,306 shares; 2025Q4: 222,966 shares 222,966 $4.32M 0.02% +32,660 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: 23,977 shares; 2024Q4: 23,785 shares; 2025Q1: 23,256 shares; 2025Q2: 23,764 shares; 2025Q3: 23,157 shares; 2025Q4: 23,766 shares 23,766 $4.31M 0.02% +609 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 8,636 shares; 2025Q1: 11,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,506 shares 92,506 $4.3M 0.02% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,109 shares; 2025Q2: 141,581 shares; 2025Q3: 167,785 shares; 2025Q4: 203,429 shares 203,429 $4.29M 0.02% +35,644 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: 12,248 shares; 2024Q4: 10,605 shares; 2025Q1: 10,329 shares; 2025Q2: 14,257 shares; 2025Q3: 12,236 shares; 2025Q4: 14,531 shares 14,531 $4.27M 0.02% +2,295 Timeline BSCW 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: 107,015 shares; 2025Q3: 96,613 shares; 2025Q4: 204,147 shares 204,147 $4.26M 0.02% +107,534 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,431 shares; 2024Q4: 22,819 shares; 2025Q1: 23,898 shares; 2025Q2: 26,399 shares; 2025Q3: 30,791 shares; 2025Q4: 60,935 shares 60,935 $4.24M 0.02% +30,144 Timeline FTQI 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: 105,955 shares; 2024Q4: 114,020 shares; 2025Q1: 106,811 shares; 2025Q2: 115,773 shares; 2025Q3: 140,151 shares; 2025Q4: 203,048 shares 203,048 $4.23M 0.02% +62,897 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 2,454 shares; 2025Q1: 2,279 shares; 2025Q2: 3,992 shares; 2025Q3: 20,645 shares; 2025Q4: 30,709 shares 30,709 $4.23M 0.02% +10,064 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,996 shares; 2024Q4: 45,347 shares; 2025Q1: 43,846 shares; 2025Q2: 42,722 shares; 2025Q3: 40,811 shares; 2025Q4: 37,789 shares 37,789 $4.22M 0.02% -3,022 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: 34,915 shares; 2024Q4: 36,890 shares; 2025Q1: 35,579 shares; 2025Q2: 35,459 shares; 2025Q3: 33,845 shares; 2025Q4: 32,558 shares 32,558 $4.2M 0.02% -1,287 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,819 shares; 2024Q4: 77,746 shares; 2025Q1: 74,138 shares; 2025Q2: 72,663 shares; 2025Q3: 51,983 shares; 2025Q4: 57,062 shares 57,062 $4.19M 0.02% +5,079 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,911 shares; 2024Q4: 24,702 shares; 2025Q1: 25,280 shares; 2025Q2: 57,054 shares; 2025Q3: 64,585 shares; 2025Q4: 80,006 shares 80,006 $4.19M 0.02% +15,421 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: 52,338 shares; 2024Q4: 55,551 shares; 2025Q1: 55,179 shares; 2025Q2: 73,534 shares; 2025Q3: 80,316 shares; 2025Q4: 86,329 shares 86,329 $4.18M 0.02% +6,013 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,622 shares; 2024Q4: 41,380 shares; 2025Q1: 42,348 shares; 2025Q2: 44,936 shares; 2025Q3: 43,756 shares; 2025Q4: 92,092 shares 92,092 $4.18M 0.02% +48,336 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: 749 shares; 2024Q4: 510 shares; 2025Q1: 5,480 shares; 2025Q2: 5,969 shares; 2025Q3: 5,457 shares; 2025Q4: 4,607 shares 4,607 $4.18M 0.02% -850 Timeline SPBO 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: 693,060 shares; 2024Q4: 779,710 shares; 2025Q1: 197,064 shares; 2025Q2: 139,377 shares; 2025Q3: 142,935 shares; 2025Q4: 142,234 shares 142,234 $4.17M 0.02% -701 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,440 shares; 2024Q4: 67,470 shares; 2025Q1: 61,666 shares; 2025Q2: 64,768 shares; 2025Q3: 62,227 shares; 2025Q4: 73,194 shares 73,194 $4.17M 0.02% +10,967 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 25,349 shares; 2025Q1: 25,228 shares; 2025Q2: 25,302 shares; 2025Q3: 24,904 shares; 2025Q4: 25,111 shares 25,111 $4.16M 0.02% +207 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,100 shares; 2024Q4: 627,992 shares; 2025Q1: 839,285 shares; 2025Q2: 1,231,438 shares; 2025Q3: 1,287,332 shares; 2025Q4: 1,376,089 shares 1,376,089 $4.16M 0.02% +88,757 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,659 shares; 2024Q4: 73,569 shares; 2025Q1: 83,609 shares; 2025Q2: 73,941 shares; 2025Q3: 82,348 shares; 2025Q4: 86,569 shares 86,569 $4.15M 0.02% +4,221 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,660 shares 55,660 $4.15M 0.02% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,708 shares; 2024Q4: 150,174 shares; 2025Q1: 155,145 shares; 2025Q2: 158,839 shares; 2025Q3: 164,234 shares; 2025Q4: 170,177 shares 170,177 $4.14M 0.02% +5,943 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,368 shares; 2025Q4: 213,132 shares 213,132 $4.13M 0.02% +180,764 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: 57,893 shares; 2024Q4: 58,451 shares; 2025Q1: 62,069 shares; 2025Q2: 65,084 shares; 2025Q3: 72,084 shares; 2025Q4: 73,134 shares 73,134 $4.12M 0.02% +1,050 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,743 shares; 2025Q2: 82,010 shares; 2025Q3: 106,229 shares; 2025Q4: 130,078 shares 130,078 $4.11M 0.02% +23,849 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: 40,381 shares; 2024Q4: 41,804 shares; 2025Q1: 41,386 shares; 2025Q2: 44,679 shares; 2025Q3: 45,539 shares; 2025Q4: 52,139 shares 52,139 $4.11M 0.02% +6,600 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,207 shares; 2025Q2: 110,191 shares; 2025Q3: 115,594 shares; 2025Q4: 115,538 shares 115,538 $4.07M 0.02% -56 Timeline DFIC 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: 41,021 shares; 2024Q4: 54,698 shares; 2025Q1: 53,752 shares; 2025Q2: 76,182 shares; 2025Q3: 91,521 shares; 2025Q4: 117,269 shares 117,269 $4.04M 0.02% +25,748 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,798 shares 87,798 $4.04M 0.02% new Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,698 shares; 2024Q4: 550,126 shares; 2025Q1: 619,577 shares; 2025Q2: 670,161 shares; 2025Q3: 695,567 shares; 2025Q4: 712,523 shares 712,523 $4.03M 0.02% +16,956 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,334 shares; 2024Q4: 55,299 shares; 2025Q1: 53,453 shares; 2025Q2: 55,026 shares; 2025Q3: 51,561 shares; 2025Q4: 51,192 shares 51,192 $4.03M 0.02% -369 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,881 shares; 2024Q4: 84,032 shares; 2025Q1: 91,984 shares; 2025Q2: 106,376 shares; 2025Q3: 118,320 shares; 2025Q4: 121,846 shares 121,846 $4.01M 0.02% +3,526 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: 27,440 shares; 2024Q4: 41,510 shares; 2025Q1: 27,926 shares; 2025Q2: 168,532 shares; 2025Q3: 170,870 shares; 2025Q4: 175,123 shares 175,123 $4.01M 0.02% +4,253 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,251 shares; 2024Q4: 65,389 shares; 2025Q1: 85,008 shares; 2025Q2: 49,045 shares; 2025Q3: 46,402 shares; 2025Q4: 43,690 shares 43,690 $4M 0.02% -2,712 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: 223,821 shares; 2024Q4: 223,564 shares; 2025Q1: 267,439 shares; 2025Q2: 215,220 shares; 2025Q3: 210,268 shares; 2025Q4: 211,553 shares 211,553 $3.98M 0.02% +1,285 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,904 shares; 2024Q4: 129,046 shares; 2025Q1: 105,231 shares; 2025Q2: 102,180 shares; 2025Q3: 100,456 shares; 2025Q4: 101,916 shares 101,916 $3.98M 0.02% +1,460 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,853 shares; 2024Q4: 359,636 shares; 2025Q1: 464,303 shares; 2025Q2: 572,887 shares; 2025Q3: 707,202 shares; 2025Q4: 768,643 shares 768,643 $3.97M 0.02% +61,441 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,720 shares; 2024Q4: 40,353 shares; 2025Q1: 40,859 shares; 2025Q2: 41,115 shares; 2025Q3: 43,578 shares; 2025Q4: 45,808 shares 45,808 $3.95M 0.02% +2,230 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,579 shares; 2024Q4: 127,538 shares; 2025Q1: 130,020 shares; 2025Q2: 127,892 shares; 2025Q3: 131,619 shares; 2025Q4: 149,683 shares 149,683 $3.94M 0.02% +18,064 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,210 shares; 2025Q1: 7,452 shares; 2025Q2: 7,204 shares; 2025Q3: 7,364 shares; 2025Q4: 8,694 shares 8,694 $3.94M 0.02% +1,330 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,060 shares; 2024Q4: 117,546 shares; 2025Q1: 170,924 shares; 2025Q2: 200,068 shares; 2025Q3: 237,181 shares; 2025Q4: 284,440 shares 284,440 $3.94M 0.02% +47,259 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,446 shares; 2024Q4: 23,363 shares; 2025Q1: 25,041 shares; 2025Q2: 27,102 shares; 2025Q3: 18,578 shares; 2025Q4: 17,927 shares 17,927 $3.93M 0.02% -651 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,203 shares; 2025Q4: 39,358 shares 39,358 $3.93M 0.02% -10,845 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 9,910 shares; 2025Q1: 10,741 shares; 2025Q2: 13,219 shares; 2025Q3: 12,576 shares; 2025Q4: 14,016 shares 14,016 $3.91M 0.02% +1,440 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,214 shares; 2024Q4: 347,912 shares; 2025Q1: 212,829 shares; 2025Q2: 181,787 shares; 2025Q3: 187,379 shares; 2025Q4: 204,334 shares 204,334 $3.9M 0.02% +16,955 Timeline ESGV 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: 21,349 shares; 2024Q4: 33,724 shares; 2025Q1: 37,954 shares; 2025Q2: 37,079 shares; 2025Q3: 37,877 shares; 2025Q4: 32,197 shares 32,197 $3.89M 0.02% -5,680 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,286 shares; 2024Q4: 100,349 shares; 2025Q1: 103,285 shares; 2025Q2: 102,828 shares; 2025Q3: 99,833 shares; 2025Q4: 94,408 shares 94,408 $3.89M 0.02% -5,425 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: 58,926 shares; 2024Q4: 58,509 shares; 2025Q1: 55,237 shares; 2025Q2: 57,706 shares; 2025Q3: 55,399 shares; 2025Q4: 57,005 shares 57,005 $3.88M 0.02% +1,606 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 11,154 shares; 2025Q1: 18,654 shares; 2025Q2: 12,917 shares; 2025Q3: 11,755 shares; 2025Q4: 11,984 shares 11,984 $3.88M 0.02% +229 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,835 shares; 2025Q1: 4,072 shares; 2025Q2: 4,334 shares; 2025Q3: 4,847 shares; 2025Q4: 13,491 shares 13,491 $3.87M 0.02% +8,644 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 11,454 shares; 2025Q1: 13,934 shares; 2025Q2: 15,374 shares; 2025Q3: 38,608 shares; 2025Q4: 17,008 shares 17,008 $3.87M 0.02% -21,600 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,915 shares; 2024Q4: 148,763 shares; 2025Q1: 155,805 shares; 2025Q2: 177,553 shares; 2025Q3: 176,371 shares; 2025Q4: 171,097 shares 171,097 $3.87M 0.02% -5,274 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: 76,105 shares; 2024Q4: 75,269 shares; 2025Q1: 74,179 shares; 2025Q2: 76,783 shares; 2025Q3: 76,879 shares; 2025Q4: 73,199 shares 73,199 $3.87M 0.02% -3,680 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,003 shares; 2024Q4: 34,540 shares; 2025Q1: 38,274 shares; 2025Q2: 40,714 shares; 2025Q3: 40,354 shares; 2025Q4: 40,553 shares 40,553 $3.87M 0.02% +199 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: 104,660 shares; 2024Q4: 95,073 shares; 2025Q1: 167,704 shares; 2025Q2: 86,920 shares; 2025Q3: 90,655 shares; 2025Q4: 88,971 shares 88,971 $3.85M 0.02% -1,684 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: 91,792 shares; 2024Q4: 63,820 shares; 2025Q1: 58,730 shares; 2025Q2: 54,978 shares; 2025Q3: 55,735 shares; 2025Q4: 55,420 shares 55,420 $3.85M 0.02% -315 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,460 shares; 2024Q4: 264,946 shares; 2025Q1: 228,241 shares; 2025Q2: 198,059 shares; 2025Q3: 87,242 shares; 2025Q4: 84,499 shares 84,499 $3.85M 0.02% -2,743 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,761 shares 58,761 $3.84M 0.02% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,295 shares; 2024Q4: 63,162 shares; 2025Q1: 79,294 shares; 2025Q2: 142,660 shares; 2025Q3: 161,471 shares; 2025Q4: 165,451 shares 165,451 $3.84M 0.02% +3,980 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: 26,742 shares; 2024Q4: 33,580 shares; 2025Q1: 29,366 shares; 2025Q2: 52,658 shares; 2025Q3: 60,667 shares; 2025Q4: 36,281 shares 36,281 $3.83M 0.02% -24,386 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,216 shares; 2024Q4: 91,825 shares; 2025Q1: 92,211 shares; 2025Q2: 120,948 shares; 2025Q3: 112,734 shares; 2025Q4: 104,593 shares 104,593 $3.83M 0.02% -8,141 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,932 shares; 2025Q4: 141,104 shares 141,104 $3.83M 0.02% -6,828 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,221 shares; 2024Q4: 13,995 shares; 2025Q1: 15,645 shares; 2025Q2: 14,928 shares; 2025Q3: 15,372 shares; 2025Q4: 13,898 shares 13,898 $3.83M 0.02% -1,474 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: 9,519 shares; 2024Q4: 9,843 shares; 2025Q1: 9,440 shares; 2025Q2: 8,561 shares; 2025Q3: 8,677 shares; 2025Q4: 9,830 shares 9,830 $3.82M 0.02% +1,153 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: 75,274 shares; 2024Q4: 82,672 shares; 2025Q1: 95,798 shares; 2025Q2: 75,214 shares; 2025Q3: 66,089 shares; 2025Q4: 59,820 shares 59,820 $3.81M 0.02% -6,269 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: not reported; 2024Q4: 16,175 shares; 2025Q1: 29,801 shares; 2025Q2: 76,303 shares; 2025Q3: 92,918 shares; 2025Q4: 80,282 shares 80,282 $3.78M 0.02% -12,636 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,438 shares; 2024Q4: 152,765 shares; 2025Q1: 174,626 shares; 2025Q2: 180,918 shares; 2025Q3: 199,457 shares; 2025Q4: 214,001 shares 214,001 $3.78M 0.02% +14,544 Timeline SPIP 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: 111,754 shares; 2024Q4: 111,465 shares; 2025Q1: 118,479 shares; 2025Q2: 122,445 shares; 2025Q3: 121,622 shares; 2025Q4: 145,507 shares 145,507 $3.78M 0.02% +23,885 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,621 shares; 2024Q4: 122,295 shares; 2025Q1: 125,792 shares; 2025Q2: 151,280 shares; 2025Q3: 158,286 shares; 2025Q4: 163,359 shares 163,359 $3.77M 0.02% +5,073 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 3,664 shares; 2025Q1: 3,671 shares; 2025Q2: 3,792 shares; 2025Q3: 3,245 shares; 2025Q4: 3,094 shares 3,094 $3.76M 0.02% -151 Timeline COPX 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: 53,318 shares; 2024Q4: 46,648 shares; 2025Q1: 43,649 shares; 2025Q2: 40,736 shares; 2025Q3: 39,760 shares; 2025Q4: 52,216 shares 52,216 $3.75M 0.02% +12,456 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,474 shares; 2024Q4: 84,554 shares; 2025Q1: 82,928 shares; 2025Q2: 77,989 shares; 2025Q3: 76,434 shares; 2025Q4: 75,801 shares 75,801 $3.73M 0.02% -633 Timeline SHAG 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: 39,412 shares; 2024Q4: 52,940 shares; 2025Q1: 59,007 shares; 2025Q2: 63,747 shares; 2025Q3: 74,230 shares; 2025Q4: 77,369 shares 77,369 $3.72M 0.02% +3,139 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,990 shares; 2024Q4: 334,253 shares; 2025Q1: 331,815 shares; 2025Q2: 375,666 shares; 2025Q3: 372,036 shares; 2025Q4: 279,004 shares 279,004 $3.71M 0.02% -93,032 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,825 shares; 2025Q1: 21,021 shares; 2025Q2: 29,253 shares; 2025Q3: 35,571 shares; 2025Q4: 72,994 shares 72,994 $3.7M 0.02% +37,423 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,508 shares; 2024Q4: 12,615 shares; 2025Q1: 12,851 shares; 2025Q2: 12,919 shares; 2025Q3: 12,571 shares; 2025Q4: 21,185 shares 21,185 $3.7M 0.02% +8,614 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: 13,112 shares; 2024Q4: 12,696 shares; 2025Q1: 11,980 shares; 2025Q2: 16,330 shares; 2025Q3: 16,951 shares; 2025Q4: 17,996 shares 17,996 $3.7M 0.02% +1,045 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,175 shares; 2024Q4: 37,632 shares; 2025Q1: 36,826 shares; 2025Q2: 38,120 shares; 2025Q3: 35,417 shares; 2025Q4: 36,623 shares 36,623 $3.69M 0.02% +1,206 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: 57,661 shares; 2024Q4: 64,561 shares; 2025Q1: 73,740 shares; 2025Q2: 80,589 shares; 2025Q3: 78,244 shares; 2025Q4: 84,170 shares 84,170 $3.67M 0.02% +5,926 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,361 shares; 2024Q4: 29,801 shares; 2025Q1: 24,261 shares; 2025Q2: 27,443 shares; 2025Q3: 24,551 shares; 2025Q4: 19,486 shares 19,486 $3.66M 0.02% -5,065 Timeline VTES 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: 11,115 shares; 2024Q4: 13,416 shares; 2025Q1: 18,230 shares; 2025Q2: 14,520 shares; 2025Q3: 26,201 shares; 2025Q4: 36,036 shares 36,036 $3.66M 0.02% +9,835 Timeline IPKW 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: 31,206 shares; 2025Q1: 35,191 shares; 2025Q2: 54,997 shares; 2025Q3: 56,585 shares; 2025Q4: 65,678 shares 65,678 $3.65M 0.02% +9,093 Timeline DFLV 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: 44,991 shares; 2024Q4: 66,571 shares; 2025Q1: 75,623 shares; 2025Q2: 93,006 shares; 2025Q3: 102,830 shares; 2025Q4: 106,579 shares 106,579 $3.65M 0.02% +3,749 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,626 shares; 2025Q1: 28,228 shares; 2025Q2: 26,862 shares; 2025Q3: 28,001 shares; 2025Q4: 28,961 shares 28,961 $3.65M 0.02% +960 Timeline FNY 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: 45,293 shares; 2024Q4: 44,669 shares; 2025Q1: 46,010 shares; 2025Q2: 40,033 shares; 2025Q3: 40,440 shares; 2025Q4: 39,853 shares 39,853 $3.63M 0.02% -587 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,840 shares; 2024Q4: 38,811 shares; 2025Q1: 40,445 shares; 2025Q2: 43,208 shares; 2025Q3: 41,857 shares; 2025Q4: 51,764 shares 51,764 $3.62M 0.02% +9,907 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,752 shares; 2024Q4: 39,212 shares; 2025Q1: 39,299 shares; 2025Q2: 42,274 shares; 2025Q3: 51,809 shares; 2025Q4: 106,307 shares 106,307 $3.62M 0.02% +54,498 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,371 shares; 2024Q4: 222,771 shares; 2025Q1: 224,111 shares; 2025Q2: 225,324 shares; 2025Q3: 231,759 shares; 2025Q4: 235,785 shares 235,785 $3.62M 0.02% +4,026 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: 12,710 shares; 2024Q4: 17,840 shares; 2025Q1: 18,007 shares; 2025Q2: 18,066 shares; 2025Q3: 17,068 shares; 2025Q4: 17,325 shares 17,325 $3.61M 0.02% +257 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,396 shares; 2024Q4: 361,018 shares; 2025Q1: 83,906 shares; 2025Q2: 84,018 shares; 2025Q3: 86,553 shares; 2025Q4: 85,994 shares 85,994 $3.6M 0.02% -559 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,877 shares; 2024Q4: 41,521 shares; 2025Q1: 42,808 shares; 2025Q2: 42,819 shares; 2025Q3: 40,615 shares; 2025Q4: 40,463 shares 40,463 $3.59M 0.02% -152 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: 145,413 shares; 2025Q3: 758,690 shares; 2025Q4: 156,402 shares 156,402 $3.57M 0.02% -602,288 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,330 shares; 2024Q4: 36,921 shares; 2025Q1: 41,802 shares; 2025Q2: 38,798 shares; 2025Q3: 38,904 shares; 2025Q4: 44,462 shares 44,462 $3.56M 0.02% +5,558 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: 17,530 shares; 2025Q1: 18,811 shares; 2025Q2: 22,593 shares; 2025Q3: 18,050 shares; 2025Q4: 21,693 shares 21,693 $3.54M 0.02% +3,643 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: 38,082 shares; 2024Q4: 45,722 shares; 2025Q1: 44,801 shares; 2025Q2: 46,904 shares; 2025Q3: 48,578 shares; 2025Q4: 47,995 shares 47,995 $3.54M 0.02% -583 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,764 shares; 2024Q4: 89,871 shares; 2025Q1: 78,170 shares; 2025Q2: 74,884 shares; 2025Q3: 83,294 shares; 2025Q4: 81,929 shares 81,929 $3.52M 0.02% -1,365 Timeline BSJQ 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: 86,245 shares; 2024Q4: 117,985 shares; 2025Q1: 141,632 shares; 2025Q2: 151,659 shares; 2025Q3: 153,602 shares; 2025Q4: 150,472 shares 150,472 $3.51M 0.02% -3,130 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,573 shares; 2024Q4: 95,984 shares; 2025Q1: 87,725 shares; 2025Q2: 95,217 shares; 2025Q3: 95,025 shares; 2025Q4: 96,918 shares 96,918 $3.51M 0.02% +1,893 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: 443,351 shares; 2024Q4: 409,900 shares; 2025Q1: 339,532 shares; 2025Q2: 317,534 shares; 2025Q3: 279,046 shares; 2025Q4: 266,424 shares 266,424 $3.5M 0.02% -12,622 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: 23,464 shares; 2024Q4: 53,675 shares; 2025Q1: 427,004 shares; 2025Q2: 649,039 shares; 2025Q3: 643,499 shares; 2025Q4: 127,452 shares 127,452 $3.47M 0.02% -516,047 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,368 shares; 2024Q4: 19,989 shares; 2025Q1: 19,432 shares; 2025Q2: 18,072 shares; 2025Q3: 237,961 shares; 2025Q4: 211,855 shares 211,855 $3.47M 0.02% -26,106 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: 29,248 shares; 2024Q4: 41,782 shares; 2025Q1: 39,516 shares; 2025Q2: 39,473 shares; 2025Q3: 37,251 shares; 2025Q4: 30,480 shares 30,480 $3.47M 0.02% -6,771 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: 32,534 shares; 2024Q4: 33,154 shares; 2025Q1: 29,656 shares; 2025Q2: 30,993 shares; 2025Q3: 33,726 shares; 2025Q4: 35,756 shares 35,756 $3.46M 0.02% +2,030 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 11,579 shares; 2025Q1: 14,254 shares; 2025Q2: 14,520 shares; 2025Q3: 27,239 shares; 2025Q4: 51,183 shares 51,183 $3.46M 0.02% +23,944 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 21,154 shares; 2025Q1: 18,296 shares; 2025Q2: 20,674 shares; 2025Q3: 20,779 shares; 2025Q4: 21,647 shares 21,647 $3.46M 0.02% +868 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,584 shares; 2024Q4: 164,018 shares; 2025Q1: 163,354 shares; 2025Q2: 171,943 shares; 2025Q3: 176,341 shares; 2025Q4: 346,287 shares 346,287 $3.45M 0.02% +169,946 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,813 shares; 2024Q4: 9,502 shares; 2025Q1: 9,970 shares; 2025Q2: 10,504 shares; 2025Q3: 9,947 shares; 2025Q4: 9,826 shares 9,826 $3.44M 0.02% -121 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,308 shares; 2024Q4: 91,385 shares; 2025Q1: 78,146 shares; 2025Q2: 68,226 shares; 2025Q3: 56,868 shares; 2025Q4: 49,531 shares 49,531 $3.44M 0.02% -7,337 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,715 shares; 2025Q3: 63,898 shares; 2025Q4: 47,990 shares 47,990 $3.44M 0.02% -15,908 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 42,976 shares; 2025Q1: 41,560 shares; 2025Q2: 41,440 shares; 2025Q3: 41,150 shares; 2025Q4: 30,336 shares 30,336 $3.4M 0.02% -10,814 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: 101,485 shares; 2024Q4: 93,304 shares; 2025Q1: 84,666 shares; 2025Q2: 84,495 shares; 2025Q3: 77,271 shares; 2025Q4: 72,809 shares 72,809 $3.39M 0.02% -4,462 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,546 shares; 2025Q2: not reported; 2025Q3: 35,870 shares; 2025Q4: 70,200 shares 70,200 $3.38M 0.02% +34,330 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,796 shares; 2024Q4: 60,169 shares; 2025Q1: 55,059 shares; 2025Q2: 55,746 shares; 2025Q3: 54,474 shares; 2025Q4: 52,975 shares 52,975 $3.38M 0.02% -1,499 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: 192,526 shares; 2024Q4: 239,085 shares; 2025Q1: 285,527 shares; 2025Q2: 53,699 shares; 2025Q3: 16,824 shares; 2025Q4: 44,442 shares 44,442 $3.37M 0.02% +27,618 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 2,026 shares; 2025Q1: 2,251 shares; 2025Q2: 2,612 shares; 2025Q3: 2,420 shares; 2025Q4: 2,529 shares 2,529 $3.36M 0.02% +109 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: 58,797 shares; 2024Q4: 58,186 shares; 2025Q1: 54,843 shares; 2025Q2: 54,391 shares; 2025Q3: 58,330 shares; 2025Q4: 57,555 shares 57,555 $3.36M 0.02% -775 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,282 shares; 2024Q4: 16,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172,134 shares 172,134 $3.33M 0.02% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,407 shares; 2024Q4: 84,925 shares; 2025Q1: 80,925 shares; 2025Q2: 65,497 shares; 2025Q3: 71,481 shares; 2025Q4: 77,591 shares 77,591 $3.33M 0.02% +6,110 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,909 shares; 2024Q4: 26,798 shares; 2025Q1: 25,721 shares; 2025Q2: 26,128 shares; 2025Q3: 25,413 shares; 2025Q4: 26,342 shares 26,342 $3.32M 0.02% +929 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: 51,389 shares; 2024Q4: 52,478 shares; 2025Q1: 221,977 shares; 2025Q2: 222,003 shares; 2025Q3: 245,107 shares; 2025Q4: 70,880 shares 70,880 $3.31M 0.02% -174,227 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,464 shares; 2024Q4: 73,896 shares; 2025Q1: 73,589 shares; 2025Q2: 71,627 shares; 2025Q3: 72,820 shares; 2025Q4: 81,941 shares 81,941 $3.29M 0.02% +9,121 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: 135,088 shares; 2024Q4: 126,500 shares; 2025Q1: 98,287 shares; 2025Q2: 95,787 shares; 2025Q3: 86,663 shares; 2025Q4: 88,988 shares 88,988 $3.29M 0.02% +2,325 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,153 shares; 2024Q4: 139,231 shares; 2025Q1: 109,952 shares; 2025Q2: 137,404 shares; 2025Q3: 177,088 shares; 2025Q4: 247,909 shares 247,909 $3.28M 0.02% +70,821 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: 29,217 shares; 2024Q4: 17,337 shares; 2025Q1: 24,856 shares; 2025Q2: 23,946 shares; 2025Q3: 34,854 shares; 2025Q4: 69,172 shares 69,172 $3.28M 0.02% +34,318 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 5,972 shares; 2025Q1: 5,587 shares; 2025Q2: 5,372 shares; 2025Q3: 5,716 shares; 2025Q4: 6,677 shares 6,677 $3.27M 0.02% +961 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,820 shares; 2024Q4: 42,654 shares; 2025Q1: 42,602 shares; 2025Q2: 42,806 shares; 2025Q3: 42,566 shares; 2025Q4: 42,542 shares 42,542 $3.24M 0.02% -24 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 19,964 shares; 2025Q1: 20,011 shares; 2025Q2: 19,273 shares; 2025Q3: 16,000 shares; 2025Q4: 16,674 shares 16,674 $3.24M 0.02% +674 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 9,519 shares; 2025Q1: 8,812 shares; 2025Q2: 8,564 shares; 2025Q3: 8,348 shares; 2025Q4: 9,384 shares 9,384 $3.23M 0.02% +1,036 Timeline VTWG 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: 4,381 shares; 2024Q4: 4,393 shares; 2025Q1: 4,394 shares; 2025Q2: 4,297 shares; 2025Q3: 4,318 shares; 2025Q4: 13,692 shares 13,692 $3.23M 0.02% +9,374 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,370 shares; 2024Q4: 250,649 shares; 2025Q1: 290,294 shares; 2025Q2: 403,725 shares; 2025Q3: 402,137 shares; 2025Q4: 335,481 shares 335,481 $3.22M 0.02% -66,656 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: 9,551 shares; 2024Q4: 18,454 shares; 2025Q1: 25,250 shares; 2025Q2: 27,519 shares; 2025Q3: 31,672 shares; 2025Q4: 34,771 shares 34,771 $3.21M 0.02% +3,099 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: 31,019 shares; 2024Q4: 29,313 shares; 2025Q1: 24,776 shares; 2025Q2: 23,893 shares; 2025Q3: 113,848 shares; 2025Q4: 30,840 shares 30,840 $3.21M 0.02% -83,008 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: 41,889 shares; 2024Q4: 33,451 shares; 2025Q1: 95,919 shares; 2025Q2: 62,247 shares; 2025Q3: 64,612 shares; 2025Q4: 66,207 shares 66,207 $3.21M 0.02% +1,595 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,543 shares; 2024Q4: 26,661 shares; 2025Q1: 50,642 shares; 2025Q2: 47,250 shares; 2025Q3: 51,071 shares; 2025Q4: 53,071 shares 53,071 $3.2M 0.02% +2,000 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,820 shares; 2024Q4: 135,513 shares; 2025Q1: 134,363 shares; 2025Q2: 132,710 shares; 2025Q3: 133,717 shares; 2025Q4: 131,413 shares 131,413 $3.2M 0.02% -2,304 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,133 shares 39,133 $3.2M 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 8,972 shares; 2025Q1: 8,836 shares; 2025Q2: 9,293 shares; 2025Q3: 9,511 shares; 2025Q4: 10,790 shares 10,790 $3.19M 0.02% +1,279 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: 16,663 shares; 2024Q4: 16,284 shares; 2025Q1: 15,044 shares; 2025Q2: 14,945 shares; 2025Q3: 22,141 shares; 2025Q4: 15,020 shares 15,020 $3.18M 0.01% -7,121 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,185 shares; 2024Q4: 17,060 shares; 2025Q1: 15,759 shares; 2025Q2: 15,829 shares; 2025Q3: 15,791 shares; 2025Q4: 19,315 shares 19,315 $3.16M 0.01% +3,524 Timeline EWJV 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: 177,506 shares; 2024Q4: 186,448 shares; 2025Q1: 76,101 shares; 2025Q2: 77,719 shares; 2025Q3: 78,192 shares; 2025Q4: 79,482 shares 79,482 $3.16M 0.01% +1,290 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,956 shares; 2024Q4: 56,349 shares; 2025Q1: 58,338 shares; 2025Q2: 80,752 shares; 2025Q3: 95,215 shares; 2025Q4: 97,276 shares 97,276 $3.16M 0.01% +2,061 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,070 shares; 2024Q4: 29,389 shares; 2025Q1: 31,904 shares; 2025Q2: 21,919 shares; 2025Q3: 26,724 shares; 2025Q4: 14,004 shares 14,004 $3.15M 0.01% -12,720 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,807 shares; 2025Q1: 17,569 shares; 2025Q2: 25,133 shares; 2025Q3: 22,674 shares; 2025Q4: 28,092 shares 28,092 $3.14M 0.01% +5,418 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,914 shares; 2024Q4: 212,764 shares; 2025Q1: 214,446 shares; 2025Q2: 215,508 shares; 2025Q3: 302,084 shares; 2025Q4: 322,134 shares 322,134 $3.14M 0.01% +20,050 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 8,092 shares; 2025Q1: 4,922 shares; 2025Q2: 5,431 shares; 2025Q3: 5,767 shares; 2025Q4: 9,226 shares 9,226 $3.14M 0.01% +3,459 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,207 shares; 2024Q4: 30,974 shares; 2025Q1: 31,770 shares; 2025Q2: 40,747 shares; 2025Q3: 31,871 shares; 2025Q4: 31,512 shares 31,512 $3.14M 0.01% -359 Timeline FXH 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: 33,261 shares; 2024Q4: 30,912 shares; 2025Q1: 30,665 shares; 2025Q2: 32,877 shares; 2025Q3: 31,513 shares; 2025Q4: 27,534 shares 27,534 $3.13M 0.01% -3,979 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 11,332 shares; 2025Q1: 14,318 shares; 2025Q2: 14,388 shares; 2025Q3: 15,732 shares; 2025Q4: 71,323 shares 71,323 $3.12M 0.01% +55,591 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,094 shares; 2025Q3: 56,679 shares; 2025Q4: 85,232 shares 85,232 $3.12M 0.01% +28,553 Timeline IDV 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: 52,422 shares; 2024Q4: 37,446 shares; 2025Q1: 38,938 shares; 2025Q2: 42,212 shares; 2025Q3: 42,318 shares; 2025Q4: 78,844 shares 78,844 $3.11M 0.01% +36,526 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,886 shares; 2024Q4: 105,723 shares; 2025Q1: 98,830 shares; 2025Q2: 102,502 shares; 2025Q3: 132,178 shares; 2025Q4: 241,284 shares 241,284 $3.11M 0.01% +109,106 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: 21,442 shares; 2024Q4: 28,794 shares; 2025Q1: 37,118 shares; 2025Q2: 39,303 shares; 2025Q3: 38,593 shares; 2025Q4: 42,915 shares 42,915 $3.1M 0.01% +4,322 Timeline DFCF 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: 81,684 shares; 2024Q4: 68,320 shares; 2025Q1: 69,537 shares; 2025Q2: 69,732 shares; 2025Q3: 70,039 shares; 2025Q4: 72,837 shares 72,837 $3.1M 0.01% +2,798 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,065 shares; 2025Q1: 53,575 shares; 2025Q2: 48,635 shares; 2025Q3: 45,895 shares; 2025Q4: 38,482 shares 38,482 $3.09M 0.01% -7,413 Timeline SPEU 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: 6,809 shares; 2024Q4: 7,212 shares; 2025Q1: 7,144 shares; 2025Q2: 58,098 shares; 2025Q3: 53,972 shares; 2025Q4: 59,263 shares 59,263 $3.09M 0.01% +5,291 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,151 shares; 2024Q4: 29,039 shares; 2025Q1: 30,505 shares; 2025Q2: 14,247 shares; 2025Q3: 20,439 shares; 2025Q4: 86,854 shares 86,854 $3.08M 0.01% +66,415 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,315 shares; 2024Q4: 34,105 shares; 2025Q1: 29,052 shares; 2025Q2: 25,001 shares; 2025Q3: 24,278 shares; 2025Q4: 23,046 shares 23,046 $3.08M 0.01% -1,232 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 7,000 shares; 2025Q1: 7,251 shares; 2025Q2: 8,631 shares; 2025Q3: 10,472 shares; 2025Q4: 11,265 shares 11,265 $3.08M 0.01% +793 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,146 shares; 2024Q4: 380,625 shares; 2025Q1: 382,690 shares; 2025Q2: 398,536 shares; 2025Q3: 398,250 shares; 2025Q4: 401,005 shares 401,005 $3.07M 0.01% +2,755 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: 25,087 shares; 2024Q4: 25,128 shares; 2025Q1: 25,598 shares; 2025Q2: 25,338 shares; 2025Q3: 25,015 shares; 2025Q4: 25,603 shares 25,603 $3.07M 0.01% +588 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 14,971 shares; 2025Q1: 14,551 shares; 2025Q2: 80,034 shares; 2025Q3: 61,082 shares; 2025Q4: 55,795 shares 55,795 $3.06M 0.01% -5,287 Timeline LDRX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,003 shares 93,003 $3.06M 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,930 shares; 2025Q3: 65,054 shares; 2025Q4: 70,036 shares 70,036 $3.05M 0.01% +4,982 Timeline IWX 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: 19,351 shares; 2024Q4: not reported; 2025Q1: 15,753 shares; 2025Q2: 11,973 shares; 2025Q3: 17,503 shares; 2025Q4: 33,123 shares 33,123 $3.04M 0.01% +15,620 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,703 shares; 2024Q4: 167,935 shares; 2025Q1: 171,807 shares; 2025Q2: 177,155 shares; 2025Q3: 169,957 shares; 2025Q4: 169,158 shares 169,158 $3.04M 0.01% -799 Timeline QHY 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: 52,870 shares; 2024Q4: 55,296 shares; 2025Q1: 56,376 shares; 2025Q2: 58,605 shares; 2025Q3: 60,476 shares; 2025Q4: 65,337 shares 65,337 $3.03M 0.01% +4,861 Timeline AOK 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: 16,467 shares; 2024Q4: 16,017 shares; 2025Q1: 15,884 shares; 2025Q2: 37,798 shares; 2025Q3: 61,460 shares; 2025Q4: 75,264 shares 75,264 $3.02M 0.01% +13,804 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,838 shares; 2024Q4: 391,788 shares; 2025Q1: 393,173 shares; 2025Q2: 396,738 shares; 2025Q3: 396,770 shares; 2025Q4: 407,370 shares 407,370 $3.02M 0.01% +10,600 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,891 shares; 2024Q4: 30,023 shares; 2025Q1: 29,261 shares; 2025Q2: 45,261 shares; 2025Q3: 932,208 shares; 2025Q4: 517,619 shares 517,619 $3.02M 0.01% -414,589 Timeline FXU 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: 37,462 shares; 2024Q4: 22,211 shares; 2025Q1: 26,517 shares; 2025Q2: 38,223 shares; 2025Q3: 57,366 shares; 2025Q4: 66,940 shares 66,940 $3.01M 0.01% +9,574 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,484 shares; 2025Q3: 21,473 shares; 2025Q4: 50,373 shares 50,373 $3.01M 0.01% +28,900 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,091 shares; 2025Q3: 140,450 shares; 2025Q4: 74,586 shares 74,586 $3.01M 0.01% -65,864 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,740 shares; 2024Q4: 51,755 shares; 2025Q1: 52,477 shares; 2025Q2: 57,158 shares; 2025Q3: 59,397 shares; 2025Q4: 56,267 shares 56,267 $3M 0.01% -3,130 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 24,375 shares; 2025Q1: 22,947 shares; 2025Q2: 23,612 shares; 2025Q3: 22,451 shares; 2025Q4: 20,844 shares 20,844 $3M 0.01% -1,607 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: 18,725 shares; 2024Q4: 20,729 shares; 2025Q1: 21,700 shares; 2025Q2: 22,142 shares; 2025Q3: 22,095 shares; 2025Q4: 21,749 shares 21,749 $3M 0.01% -346 Timeline VTWV 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: 6,568 shares; 2024Q4: 6,118 shares; 2025Q1: 5,709 shares; 2025Q2: 4,710 shares; 2025Q3: 4,744 shares; 2025Q4: 18,731 shares 18,731 $3M 0.01% +13,987 Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964,178 shares; 2025Q4: 1,420,888 shares 1,420,888 $2.98M 0.01% +456,710 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,291 shares; 2024Q4: 27,181 shares; 2025Q1: 152,475 shares; 2025Q2: 40,736 shares; 2025Q3: 43,981 shares; 2025Q4: 56,425 shares 56,425 $2.98M 0.01% +12,444 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,444 shares; 2025Q4: 104,420 shares 104,420 $2.96M 0.01% +4,976 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,116 shares; 2024Q4: 26,234 shares; 2025Q1: 26,546 shares; 2025Q2: 26,746 shares; 2025Q3: 27,548 shares; 2025Q4: 28,056 shares 28,056 $2.96M 0.01% +508 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,245 shares; 2024Q4: 20,976 shares; 2025Q1: 40,810 shares; 2025Q2: 33,543 shares; 2025Q3: 66,331 shares; 2025Q4: 64,275 shares 64,275 $2.94M 0.01% -2,056 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,786 shares; 2024Q4: 137,195 shares; 2025Q1: 156,122 shares; 2025Q2: 158,192 shares; 2025Q3: 170,977 shares; 2025Q4: 182,148 shares 182,148 $2.93M 0.01% +11,171 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,882 shares; 2024Q4: 16,148 shares; 2025Q1: 15,637 shares; 2025Q2: 19,847 shares; 2025Q3: 29,927 shares; 2025Q4: 31,027 shares 31,027 $2.92M 0.01% +1,100 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,714 shares; 2024Q4: 370,394 shares; 2025Q1: 399,685 shares; 2025Q2: 461,468 shares; 2025Q3: 466,358 shares; 2025Q4: 445,172 shares 445,172 $2.92M 0.01% -21,186 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,445 shares; 2024Q4: 32,279 shares; 2025Q1: 29,392 shares; 2025Q2: 27,383 shares; 2025Q3: 26,952 shares; 2025Q4: 28,820 shares 28,820 $2.91M 0.01% +1,868 Timeline DFIV 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: 116,704 shares; 2024Q4: 62,628 shares; 2025Q1: 62,799 shares; 2025Q2: 82,876 shares; 2025Q3: 91,351 shares; 2025Q4: 58,151 shares 58,151 $2.9M 0.01% -33,200 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: 25,418 shares; 2024Q4: 23,562 shares; 2025Q1: 22,914 shares; 2025Q2: 23,572 shares; 2025Q3: 22,935 shares; 2025Q4: 23,568 shares 23,568 $2.9M 0.01% +633 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: 62,687 shares; 2024Q4: 65,672 shares; 2025Q1: 61,056 shares; 2025Q2: 60,517 shares; 2025Q3: 54,516 shares; 2025Q4: 53,661 shares 53,661 $2.89M 0.01% -855 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: 19,740 shares; 2024Q4: 19,483 shares; 2025Q1: 18,990 shares; 2025Q2: 21,821 shares; 2025Q3: 22,981 shares; 2025Q4: 8,907 shares 8,907 $2.89M 0.01% -14,074 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306,669 shares; 2025Q3: 314,247 shares; 2025Q4: 276,119 shares 276,119 $2.88M 0.01% -38,128 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,735 shares; 2024Q4: 20,304 shares; 2025Q1: 20,224 shares; 2025Q2: 21,555 shares; 2025Q3: 21,354 shares; 2025Q4: 22,130 shares 22,130 $2.88M 0.01% +776 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 89,855 shares; 2025Q1: 88,680 shares; 2025Q2: 92,348 shares; 2025Q3: 89,249 shares; 2025Q4: 82,244 shares 82,244 $2.88M 0.01% -7,005 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,779 shares; 2024Q4: 43,184 shares; 2025Q1: 42,447 shares; 2025Q2: 56,890 shares; 2025Q3: 54,267 shares; 2025Q4: 53,285 shares 53,285 $2.88M 0.01% -982 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,263 shares; 2024Q4: 61,192 shares; 2025Q1: 57,475 shares; 2025Q2: 56,984 shares; 2025Q3: 52,189 shares; 2025Q4: 46,273 shares 46,273 $2.88M 0.01% -5,916 Timeline FTEC 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: 12,652 shares; 2024Q4: 13,643 shares; 2025Q1: 13,881 shares; 2025Q2: 11,978 shares; 2025Q3: 12,356 shares; 2025Q4: 12,791 shares 12,791 $2.87M 0.01% +435 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,940 shares; 2024Q4: 15,961 shares; 2025Q1: 13,997 shares; 2025Q2: 12,175 shares; 2025Q3: 14,866 shares; 2025Q4: 15,014 shares 15,014 $2.87M 0.01% +148 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,008 shares; 2025Q1: 27,163 shares; 2025Q2: 26,585 shares; 2025Q3: 40,290 shares; 2025Q4: 34,075 shares 34,075 $2.87M 0.01% -6,215 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: not reported; 2025Q2: 7,325 shares; 2025Q3: 6,458 shares; 2025Q4: 15,957 shares 15,957 $2.86M 0.01% +9,499 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426,986 shares 426,986 $2.85M 0.01% new Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,146 shares; 2024Q4: 126,446 shares; 2025Q1: 119,446 shares; 2025Q2: 119,446 shares; 2025Q3: 119,446 shares; 2025Q4: 117,446 shares 117,446 $2.84M 0.01% -2,000 Timeline JHML 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: 56,855 shares; 2024Q4: 41,153 shares; 2025Q1: 41,010 shares; 2025Q2: 37,745 shares; 2025Q3: 35,151 shares; 2025Q4: 35,503 shares 35,503 $2.83M 0.01% +352 Timeline ALLW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,490 shares; 2025Q3: 54,752 shares; 2025Q4: 102,892 shares 102,892 $2.83M 0.01% +48,140 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: 26,405 shares; 2024Q4: 23,422 shares; 2025Q1: 23,008 shares; 2025Q2: 22,913 shares; 2025Q3: 20,382 shares; 2025Q4: 20,799 shares 20,799 $2.83M 0.01% +417 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: 31,278 shares; 2025Q2: 44,967 shares; 2025Q3: 48,491 shares; 2025Q4: 57,748 shares 57,748 $2.81M 0.01% +9,257 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,708 shares; 2024Q4: 102,544 shares; 2025Q1: 94,489 shares; 2025Q2: 134,135 shares; 2025Q3: 151,608 shares; 2025Q4: 81,098 shares 81,098 $2.79M 0.01% -70,510 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,468 shares; 2024Q4: 78,144 shares; 2025Q1: 78,298 shares; 2025Q2: 79,348 shares; 2025Q3: 85,644 shares; 2025Q4: 85,173 shares 85,173 $2.79M 0.01% -471 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: 2,992 shares; 2024Q4: 3,221 shares; 2025Q1: 3,700 shares; 2025Q2: 3,765 shares; 2025Q3: 4,002 shares; 2025Q4: 3,637 shares 3,637 $2.79M 0.01% -365 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,094 shares; 2024Q4: 36,765 shares; 2025Q1: 36,272 shares; 2025Q2: 36,139 shares; 2025Q3: 19,740 shares; 2025Q4: 19,999 shares 19,999 $2.79M 0.01% +259 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: 2,511 shares; 2024Q4: 2,553 shares; 2025Q1: 2,430 shares; 2025Q2: 2,414 shares; 2025Q3: 2,848 shares; 2025Q4: 6,671 shares 6,671 $2.78M 0.01% +3,823 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: 32,867 shares; 2024Q4: 33,168 shares; 2025Q1: 35,791 shares; 2025Q2: 34,073 shares; 2025Q3: 36,805 shares; 2025Q4: 37,637 shares 37,637 $2.77M 0.01% +832 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 11,995 shares; 2025Q1: 14,852 shares; 2025Q2: 17,843 shares; 2025Q3: 18,816 shares; 2025Q4: 16,975 shares 16,975 $2.74M 0.01% -1,841 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: 69,436 shares; 2024Q4: 69,516 shares; 2025Q1: 70,063 shares; 2025Q2: 74,350 shares; 2025Q3: 72,112 shares; 2025Q4: 75,090 shares 75,090 $2.72M 0.01% +2,978 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: 271,056 shares; 2024Q4: 174,006 shares; 2025Q1: 169,861 shares; 2025Q2: 90,170 shares; 2025Q3: 119,575 shares; 2025Q4: 143,920 shares 143,920 $2.72M 0.01% +24,345 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427,696 shares 427,696 $2.71M 0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,542 shares; 2025Q2: 75,140 shares; 2025Q3: 79,423 shares; 2025Q4: 101,817 shares 101,817 $2.7M 0.01% +22,394 Timeline AOM 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: 9,322 shares; 2024Q4: 12,917 shares; 2025Q1: 8,475 shares; 2025Q2: 45,927 shares; 2025Q3: 52,715 shares; 2025Q4: 56,576 shares 56,576 $2.7M 0.01% +3,861 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: 3,382 shares; 2024Q4: 4,354 shares; 2025Q1: 7,926 shares; 2025Q2: 7,458 shares; 2025Q3: 2,728 shares; 2025Q4: 5,764 shares 5,764 $2.69M 0.01% +3,036 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,094 shares; 2024Q4: 21,371 shares; 2025Q1: 22,439 shares; 2025Q2: 22,886 shares; 2025Q3: 22,609 shares; 2025Q4: 20,718 shares 20,718 $2.69M 0.01% -1,891 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,106 shares; 2024Q4: 46,144 shares; 2025Q1: 23,239 shares; 2025Q2: 17,884 shares; 2025Q3: 15,313 shares; 2025Q4: 14,755 shares 14,755 $2.69M 0.01% -558 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,768 shares; 2024Q4: 54,813 shares; 2025Q1: 47,692 shares; 2025Q2: 46,053 shares; 2025Q3: 50,122 shares; 2025Q4: 54,735 shares 54,735 $2.68M 0.01% +4,613 Timeline PTF 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: 14,866 shares; 2024Q4: 14,263 shares; 2025Q1: 15,193 shares; 2025Q2: 8,451 shares; 2025Q3: 35,281 shares; 2025Q4: 35,030 shares 35,030 $2.68M 0.01% -251 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 12,305 shares; 2025Q1: 12,475 shares; 2025Q2: 13,530 shares; 2025Q3: 13,532 shares; 2025Q4: 13,751 shares 13,751 $2.66M 0.01% +219 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,592 shares; 2024Q4: 33,195 shares; 2025Q1: 34,487 shares; 2025Q2: 32,615 shares; 2025Q3: 31,702 shares; 2025Q4: 44,671 shares 44,671 $2.66M 0.01% +12,969 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,034 shares; 2024Q4: 194,789 shares; 2025Q1: 199,201 shares; 2025Q2: 216,583 shares; 2025Q3: 224,378 shares; 2025Q4: 232,812 shares 232,812 $2.66M 0.01% +8,434 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 9,486 shares; 2025Q1: 9,241 shares; 2025Q2: 10,708 shares; 2025Q3: 12,720 shares; 2025Q4: 12,793 shares 12,793 $2.66M 0.01% +73 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,108 shares; 2025Q1: 2,902 shares; 2025Q2: 3,072 shares; 2025Q3: 27,331 shares; 2025Q4: 23,340 shares 23,340 $2.64M 0.01% -3,991 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,733 shares; 2024Q4: 73,412 shares; 2025Q1: 70,935 shares; 2025Q2: 64,948 shares; 2025Q3: 65,809 shares; 2025Q4: 70,966 shares 70,966 $2.63M 0.01% +5,157 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,285 shares; 2024Q4: 104,749 shares; 2025Q1: 69,944 shares; 2025Q2: 54,394 shares; 2025Q3: 51,248 shares; 2025Q4: 50,976 shares 50,976 $2.63M 0.01% -272 Timeline FLIN 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: 98,952 shares; 2024Q4: 70,409 shares; 2025Q1: 78,544 shares; 2025Q2: 68,917 shares; 2025Q3: 71,301 shares; 2025Q4: 67,961 shares 67,961 $2.62M 0.01% -3,340 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,941 shares; 2024Q4: 100,496 shares; 2025Q1: 95,795 shares; 2025Q2: 100,211 shares; 2025Q3: 115,937 shares; 2025Q4: 111,933 shares 111,933 $2.62M 0.01% -4,004 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: 26,118 shares; 2024Q4: 27,755 shares; 2025Q1: 29,220 shares; 2025Q2: 28,987 shares; 2025Q3: 25,114 shares; 2025Q4: 23,865 shares 23,865 $2.61M 0.01% -1,249 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,147 shares; 2024Q4: 113,784 shares; 2025Q1: 47,914 shares; 2025Q2: 43,489 shares; 2025Q3: 59,127 shares; 2025Q4: 60,928 shares 60,928 $2.6M 0.01% +1,801 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,539 shares; 2024Q4: 55,127 shares; 2025Q1: 46,330 shares; 2025Q2: 45,672 shares; 2025Q3: 42,752 shares; 2025Q4: 40,277 shares 40,277 $2.59M 0.01% -2,475 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: 25,816 shares; 2024Q4: 25,842 shares; 2025Q1: 25,771 shares; 2025Q2: 25,808 shares; 2025Q3: 25,750 shares; 2025Q4: 29,379 shares 29,379 $2.59M 0.01% +3,629 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: 3,645 shares; 2024Q4: 3,703 shares; 2025Q1: 3,792 shares; 2025Q2: 3,912 shares; 2025Q3: 4,508 shares; 2025Q4: 4,660 shares 4,660 $2.58M 0.01% +152 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: 183,835 shares; 2024Q4: 187,455 shares; 2025Q1: 194,618 shares; 2025Q2: 212,755 shares; 2025Q3: 230,523 shares; 2025Q4: 239,640 shares 239,640 $2.57M 0.01% +9,117 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,134 shares; 2024Q4: 49,498 shares; 2025Q1: 46,914 shares; 2025Q2: 40,534 shares; 2025Q3: 36,080 shares; 2025Q4: 31,572 shares 31,572 $2.57M 0.01% -4,508 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 3,405 shares; 2025Q1: 4,721 shares; 2025Q2: 5,554 shares; 2025Q3: 5,125 shares; 2025Q4: 4,655 shares 4,655 $2.57M 0.01% -470 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,170 shares; 2024Q4: 18,669 shares; 2025Q1: 21,611 shares; 2025Q2: 22,091 shares; 2025Q3: 24,530 shares; 2025Q4: 35,267 shares 35,267 $2.56M 0.01% +10,737 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,014 shares; 2025Q1: 173,257 shares; 2025Q2: 250,710 shares; 2025Q3: 307,487 shares; 2025Q4: 115,634 shares 115,634 $2.56M 0.01% -191,853 Timeline DBAW 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: not reported; 2024Q4: not reported; 2025Q1: 58,223 shares; 2025Q2: 59,311 shares; 2025Q3: 59,949 shares; 2025Q4: 62,086 shares 62,086 $2.56M 0.01% +2,137 Timeline LQDW 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: 36,654 shares; 2024Q4: 53,160 shares; 2025Q1: 79,266 shares; 2025Q2: 80,768 shares; 2025Q3: 73,967 shares; 2025Q4: 104,063 shares 104,063 $2.56M 0.01% +30,096 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 6,224 shares; 2025Q1: 6,796 shares; 2025Q2: 6,722 shares; 2025Q3: 6,827 shares; 2025Q4: 7,560 shares 7,560 $2.55M 0.01% +733 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,914 shares; 2024Q4: 131,149 shares; 2025Q1: 140,565 shares; 2025Q2: 125,405 shares; 2025Q3: 125,811 shares; 2025Q4: 135,477 shares 135,477 $2.55M 0.01% +9,666 Timeline SPBC 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: 357,723 shares; 2024Q4: 247,130 shares; 2025Q1: 54,613 shares; 2025Q2: 764,678 shares; 2025Q3: 427,580 shares; 2025Q4: 56,716 shares 56,716 $2.54M 0.01% -370,864 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,241 shares; 2024Q4: 134,334 shares; 2025Q1: 126,381 shares; 2025Q2: 119,079 shares; 2025Q3: 116,845 shares; 2025Q4: 114,984 shares 114,984 $2.53M 0.01% -1,861 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: 18,079 shares; 2024Q4: 18,147 shares; 2025Q1: 16,780 shares; 2025Q2: 16,878 shares; 2025Q3: 15,799 shares; 2025Q4: 16,682 shares 16,682 $2.52M 0.01% +883 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: 29,710 shares; 2024Q4: 30,680 shares; 2025Q1: 28,615 shares; 2025Q2: 26,621 shares; 2025Q3: 26,760 shares; 2025Q4: 20,031 shares 20,031 $2.52M 0.01% -6,729 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,486 shares; 2024Q4: 35,242 shares; 2025Q1: 104,307 shares; 2025Q2: 33,817 shares; 2025Q3: 37,630 shares; 2025Q4: 26,827 shares 26,827 $2.52M 0.01% -10,803 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,111 shares; 2024Q4: 85,596 shares; 2025Q1: 71,401 shares; 2025Q2: 76,777 shares; 2025Q3: 74,946 shares; 2025Q4: 65,677 shares 65,677 $2.52M 0.01% -9,269 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,721 shares; 2024Q4: 88,605 shares; 2025Q1: 63,286 shares; 2025Q2: 82,633 shares; 2025Q3: 79,378 shares; 2025Q4: 75,136 shares 75,136 $2.52M 0.01% -4,242 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: 114,159 shares; 2024Q4: 101,872 shares; 2025Q1: 107,595 shares; 2025Q2: 106,961 shares; 2025Q3: 110,264 shares; 2025Q4: 112,102 shares 112,102 $2.51M 0.01% +1,838 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,503 shares; 2024Q4: 272,142 shares; 2025Q1: 276,832 shares; 2025Q2: 297,760 shares; 2025Q3: 292,429 shares; 2025Q4: 281,355 shares 281,355 $2.5M 0.01% -11,074 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: 68,568 shares; 2024Q4: 86,837 shares; 2025Q1: 76,650 shares; 2025Q2: 96,417 shares; 2025Q3: 177,942 shares; 2025Q4: 81,919 shares 81,919 $2.5M 0.01% -96,023 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,598 shares; 2024Q4: 13,984 shares; 2025Q1: not reported; 2025Q2: 51,744 shares; 2025Q3: 63,611 shares; 2025Q4: 166,775 shares 166,775 $2.5M 0.01% +103,164 Timeline VLU 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: 4,579 shares; 2024Q4: 4,771 shares; 2025Q1: 6,886 shares; 2025Q2: 8,177 shares; 2025Q3: 13,055 shares; 2025Q4: 11,839 shares 11,839 $2.49M 0.01% -1,216 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,521 shares; 2025Q3: 7,980 shares; 2025Q4: 25,923 shares 25,923 $2.49M 0.01% +17,943 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,084 shares; 2024Q4: 42,805 shares; 2025Q1: 42,127 shares; 2025Q2: 43,070 shares; 2025Q3: 45,007 shares; 2025Q4: 51,574 shares 51,574 $2.48M 0.01% +6,567 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,864 shares; 2024Q4: 164,648 shares; 2025Q1: 194,175 shares; 2025Q2: 215,741 shares; 2025Q3: 223,939 shares; 2025Q4: 225,124 shares 225,124 $2.48M 0.01% +1,185 Timeline FBCG 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: 50,639 shares; 2024Q4: 59,662 shares; 2025Q1: 53,398 shares; 2025Q2: 47,060 shares; 2025Q3: 47,067 shares; 2025Q4: 45,220 shares 45,220 $2.48M 0.01% -1,847 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: 21,700 shares; 2024Q4: 19,357 shares; 2025Q1: 21,004 shares; 2025Q2: 19,236 shares; 2025Q3: 19,050 shares; 2025Q4: 18,966 shares 18,966 $2.48M 0.01% -84 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 23,679 shares; 2025Q1: 17,389 shares; 2025Q2: 17,255 shares; 2025Q3: 16,037 shares; 2025Q4: 22,783 shares 22,783 $2.47M 0.01% +6,746 Timeline GVIP 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: 16,688 shares; 2024Q4: 16,524 shares; 2025Q1: 14,176 shares; 2025Q2: 14,877 shares; 2025Q3: 17,950 shares; 2025Q4: 15,917 shares 15,917 $2.47M 0.01% -2,033 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,480 shares 257,480 $2.46M 0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 45,398 shares; 2025Q1: 56,843 shares; 2025Q2: 64,593 shares; 2025Q3: 56,875 shares; 2025Q4: 55,250 shares 55,250 $2.46M 0.01% -1,625 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 6,066 shares; 2025Q1: 13,755 shares; 2025Q2: 15,585 shares; 2025Q3: 18,788 shares; 2025Q4: 18,512 shares 18,512 $2.46M 0.01% -276 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,057 shares; 2024Q4: 210,632 shares; 2025Q1: 75,489 shares; 2025Q2: 54,132 shares; 2025Q3: 54,284 shares; 2025Q4: 59,313 shares 59,313 $2.45M 0.01% +5,029 Timeline USMF 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: 113,355 shares; 2024Q4: 115,467 shares; 2025Q1: 10,191 shares; 2025Q2: 78,493 shares; 2025Q3: 69,846 shares; 2025Q4: 47,837 shares 47,837 $2.45M 0.01% -22,009 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,706 shares; 2024Q4: 117,972 shares; 2025Q1: 117,855 shares; 2025Q2: 118,742 shares; 2025Q3: 121,070 shares; 2025Q4: 121,836 shares 121,836 $2.45M 0.01% +766 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: 9,139 shares; 2024Q4: 9,345 shares; 2025Q1: 9,725 shares; 2025Q2: 10,077 shares; 2025Q3: 10,817 shares; 2025Q4: 12,468 shares 12,468 $2.43M 0.01% +1,651 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 26,055 shares; 2025Q1: 26,131 shares; 2025Q2: 26,999 shares; 2025Q3: 28,423 shares; 2025Q4: 29,570 shares 29,570 $2.43M 0.01% +1,147 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,225 shares; 2024Q4: 25,831 shares; 2025Q1: 32,248 shares; 2025Q2: 55,178 shares; 2025Q3: 82,848 shares; 2025Q4: 112,511 shares 112,511 $2.42M 0.01% +29,663 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,015 shares; 2025Q3: 68,542 shares; 2025Q4: 93,264 shares 93,264 $2.4M 0.01% +24,722 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,893 shares; 2025Q1: 8,781 shares; 2025Q2: 8,470 shares; 2025Q3: 8,013 shares; 2025Q4: 7,912 shares 7,912 $2.39M 0.01% -101 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,149 shares; 2024Q4: 12,928 shares; 2025Q1: 11,666 shares; 2025Q2: 10,459 shares; 2025Q3: 11,021 shares; 2025Q4: 10,999 shares 10,999 $2.39M 0.01% -22 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: 3,425 shares; 2024Q4: 3,259 shares; 2025Q1: 3,951 shares; 2025Q2: 4,737 shares; 2025Q3: 5,211 shares; 2025Q4: 4,107 shares 4,107 $2.39M 0.01% -1,104 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,056 shares; 2024Q4: 21,103 shares; 2025Q1: 20,458 shares; 2025Q2: 17,792 shares; 2025Q3: 17,751 shares; 2025Q4: 16,772 shares 16,772 $2.38M 0.01% -979 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,948 shares; 2024Q4: 15,525 shares; 2025Q1: 15,517 shares; 2025Q2: 17,601 shares; 2025Q3: 18,769 shares; 2025Q4: 18,426 shares 18,426 $2.38M 0.01% -343 Timeline PFM 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: 32,056 shares; 2024Q4: 29,393 shares; 2025Q1: 30,396 shares; 2025Q2: 47,373 shares; 2025Q3: 46,387 shares; 2025Q4: 46,109 shares 46,109 $2.37M 0.01% -278 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,162 shares; 2025Q3: 45,339 shares; 2025Q4: 46,233 shares 46,233 $2.36M 0.01% +894 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: 1,491 shares; 2024Q4: 1,438 shares; 2025Q1: 1,574 shares; 2025Q2: 1,886 shares; 2025Q3: 2,315 shares; 2025Q4: 2,336 shares 2,336 $2.36M 0.01% +21 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,283 shares; 2024Q4: 30,090 shares; 2025Q1: 29,930 shares; 2025Q2: 29,773 shares; 2025Q3: 29,930 shares; 2025Q4: 29,171 shares 29,171 $2.36M 0.01% -759 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,638 shares; 2024Q4: 547,953 shares; 2025Q1: 524,938 shares; 2025Q2: 470,034 shares; 2025Q3: 464,374 shares; 2025Q4: 418,454 shares 418,454 $2.34M 0.01% -45,920 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: 7,869 shares; 2024Q4: 10,107 shares; 2025Q1: 31,334 shares; 2025Q2: 19,159 shares; 2025Q3: 26,178 shares; 2025Q4: 46,380 shares 46,380 $2.34M 0.01% +20,202 Timeline EWZ 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: 50,699 shares; 2024Q4: 65,618 shares; 2025Q1: 71,754 shares; 2025Q2: 86,778 shares; 2025Q3: 67,516 shares; 2025Q4: 73,640 shares 73,640 $2.34M 0.01% +6,124 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 20,539 shares; 2025Q1: 20,570 shares; 2025Q2: 20,534 shares; 2025Q3: 20,547 shares; 2025Q4: 50,583 shares 50,583 $2.31M 0.01% +30,036 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,677 shares; 2024Q4: 16,493 shares; 2025Q1: 13,924 shares; 2025Q2: 13,996 shares; 2025Q3: 14,133 shares; 2025Q4: 14,180 shares 14,180 $2.3M 0.01% +47 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,687 shares; 2024Q4: 68,302 shares; 2025Q1: 64,313 shares; 2025Q2: 67,809 shares; 2025Q3: 67,685 shares; 2025Q4: 55,613 shares 55,613 $2.29M 0.01% -12,072 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 58,055 shares; 2025Q1: 71,690 shares; 2025Q2: 178,762 shares; 2025Q3: 86,727 shares; 2025Q4: 93,225 shares 93,225 $2.29M 0.01% +6,498 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 9,895 shares; 2025Q1: 10,265 shares; 2025Q2: 11,800 shares; 2025Q3: 13,290 shares; 2025Q4: 11,598 shares 11,598 $2.28M 0.01% -1,692 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: 14,083 shares; 2024Q4: 12,662 shares; 2025Q1: 12,808 shares; 2025Q2: 12,385 shares; 2025Q3: 12,026 shares; 2025Q4: 12,275 shares 12,275 $2.28M 0.01% +249 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,967 shares; 2024Q4: 39,845 shares; 2025Q1: 39,350 shares; 2025Q2: 45,040 shares; 2025Q3: 36,841 shares; 2025Q4: 33,298 shares 33,298 $2.28M 0.01% -3,543 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,866 shares; 2024Q4: 48,525 shares; 2025Q1: 49,457 shares; 2025Q2: 51,457 shares; 2025Q3: 51,457 shares; 2025Q4: 53,580 shares 53,580 $2.27M 0.01% +2,123 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: 222,189 shares; 2024Q4: 74,688 shares; 2025Q1: 62,564 shares; 2025Q2: 60,475 shares; 2025Q3: 54,487 shares; 2025Q4: 89,692 shares 89,692 $2.27M 0.01% +35,205 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,163 shares; 2025Q3: 39,742 shares; 2025Q4: 91,679 shares 91,679 $2.27M 0.01% +51,937 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 13,726 shares; 2025Q1: 9,105 shares; 2025Q2: 8,932 shares; 2025Q3: 9,412 shares; 2025Q4: 9,965 shares 9,965 $2.27M 0.01% +553 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 15,497 shares; 2025Q1: 18,162 shares; 2025Q2: 26,969 shares; 2025Q3: 31,287 shares; 2025Q4: 35,313 shares 35,313 $2.26M 0.01% +4,026 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,008 shares; 2024Q4: 149,434 shares; 2025Q1: 147,808 shares; 2025Q2: 160,852 shares; 2025Q3: 160,172 shares; 2025Q4: 161,021 shares 161,021 $2.26M 0.01% +849 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,467 shares; 2025Q1: 3,317 shares; 2025Q2: 4,303 shares; 2025Q3: 3,797 shares; 2025Q4: 4,425 shares 4,425 $2.26M 0.01% +628 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,547 shares; 2025Q3: 19,797 shares; 2025Q4: 45,340 shares 45,340 $2.25M 0.01% +25,543 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 7,401 shares; 2025Q1: 6,669 shares; 2025Q2: 6,590 shares; 2025Q3: 6,773 shares; 2025Q4: 6,959 shares 6,959 $2.25M 0.01% +186 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 2,522 shares; 2025Q1: 2,396 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,259 shares 13,259 $2.25M 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,491 shares; 2025Q1: 6,359 shares; 2025Q2: 6,370 shares; 2025Q3: 6,449 shares; 2025Q4: 6,336 shares 6,336 $2.24M 0.01% -113 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 51,376 shares; 2025Q1: 272,072 shares; 2025Q2: 288,549 shares; 2025Q3: 295,510 shares; 2025Q4: 297,056 shares 297,056 $2.23M 0.01% +1,546 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,272 shares; 2024Q4: 44,297 shares; 2025Q1: 41,691 shares; 2025Q2: 40,681 shares; 2025Q3: 39,426 shares; 2025Q4: 43,045 shares 43,045 $2.23M 0.01% +3,619 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,780 shares; 2024Q4: 42,475 shares; 2025Q1: 39,777 shares; 2025Q2: 44,035 shares; 2025Q3: 49,051 shares; 2025Q4: 49,426 shares 49,426 $2.23M 0.01% +375 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: 5,690 shares; 2024Q4: 5,519 shares; 2025Q1: 5,429 shares; 2025Q2: 5,088 shares; 2025Q3: 5,013 shares; 2025Q4: 5,862 shares 5,862 $2.23M 0.01% +849 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,778 shares; 2024Q4: 28,041 shares; 2025Q1: 30,366 shares; 2025Q2: 28,951 shares; 2025Q3: 25,965 shares; 2025Q4: 25,730 shares 25,730 $2.22M 0.01% -235 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: 21,913 shares; 2024Q4: 19,707 shares; 2025Q1: 20,030 shares; 2025Q2: 20,277 shares; 2025Q3: 19,050 shares; 2025Q4: 20,163 shares 20,163 $2.22M 0.01% +1,113 Timeline NXTG 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: 44,147 shares; 2024Q4: 41,930 shares; 2025Q1: 21,476 shares; 2025Q2: 20,705 shares; 2025Q3: 20,852 shares; 2025Q4: 20,619 shares 20,619 $2.22M 0.01% -233 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,629 shares 67,629 $2.22M 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,810 shares; 2025Q1: 224,611 shares; 2025Q2: 22,735 shares; 2025Q3: 244,336 shares; 2025Q4: 98,393 shares 98,393 $2.21M 0.01% -145,943 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,081 shares; 2025Q1: 4,977 shares; 2025Q2: 5,064 shares; 2025Q3: 4,991 shares; 2025Q4: 4,969 shares 4,969 $2.21M 0.01% -22 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: 5,338 shares; 2024Q4: 5,219 shares; 2025Q1: 4,953 shares; 2025Q2: 5,195 shares; 2025Q3: 5,527 shares; 2025Q4: 4,955 shares 4,955 $2.21M 0.01% -572 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,342 shares; 2024Q4: 61,359 shares; 2025Q1: 63,801 shares; 2025Q2: 62,666 shares; 2025Q3: 63,825 shares; 2025Q4: 63,136 shares 63,136 $2.19M 0.01% -689 Timeline VTC 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: 16,603 shares; 2024Q4: 14,478 shares; 2025Q1: 15,486 shares; 2025Q2: 15,119 shares; 2025Q3: 15,946 shares; 2025Q4: 28,232 shares 28,232 $2.19M 0.01% +12,286 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,661 shares; 2024Q4: 30,035 shares; 2025Q1: 19,480 shares; 2025Q2: 25,067 shares; 2025Q3: 26,262 shares; 2025Q4: 15,196 shares 15,196 $2.19M 0.01% -11,066 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: 288,443 shares; 2024Q4: 289,973 shares; 2025Q1: 333,649 shares; 2025Q2: 319,295 shares; 2025Q3: 337,739 shares; 2025Q4: 347,650 shares 347,650 $2.18M 0.01% +9,911 Timeline