RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,833 shares; 2025Q3: 15,743 shares; 2025Q4: 31,267 shares 31,267 $2.18M 0.01% +15,524 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,495 shares; 2024Q4: 29,149 shares; 2025Q1: 28,373 shares; 2025Q2: 26,672 shares; 2025Q3: 29,076 shares; 2025Q4: 17,275 shares 17,275 $2.17M 0.01% -11,801 Timeline ECOW 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: 68,262 shares; 2024Q4: 83,002 shares; 2025Q1: 88,910 shares; 2025Q2: 92,201 shares; 2025Q3: 97,260 shares; 2025Q4: 89,048 shares 89,048 $2.17M 0.01% -8,212 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,540 shares; 2024Q4: 19,766 shares; 2025Q1: 19,584 shares; 2025Q2: 23,711 shares; 2025Q3: 25,030 shares; 2025Q4: 24,875 shares 24,875 $2.17M 0.01% -155 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,425 shares; 2025Q1: 7,028 shares; 2025Q2: 6,954 shares; 2025Q3: 24,759 shares; 2025Q4: 16,585 shares 16,585 $2.17M 0.01% -8,174 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 560 shares; 2025Q1: 537 shares; 2025Q2: 577 shares; 2025Q3: 599 shares; 2025Q4: 637 shares 637 $2.16M 0.01% +38 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,332 shares; 2024Q4: 9,959 shares; 2025Q1: 10,085 shares; 2025Q2: 8,063 shares; 2025Q3: 8,491 shares; 2025Q4: 6,898 shares 6,898 $2.16M 0.01% -1,593 Timeline QDPL 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: 26,264 shares; 2024Q4: 30,635 shares; 2025Q1: 37,610 shares; 2025Q2: 47,368 shares; 2025Q3: 55,788 shares; 2025Q4: 50,647 shares 50,647 $2.15M 0.01% -5,141 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,501 shares; 2024Q4: 117,782 shares; 2025Q1: 116,971 shares; 2025Q2: 134,663 shares; 2025Q3: 132,300 shares; 2025Q4: 148,627 shares 148,627 $2.15M 0.01% +16,327 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 42,763 shares; 2025Q1: 42,757 shares; 2025Q2: 42,757 shares; 2025Q3: 42,761 shares; 2025Q4: 42,570 shares 42,570 $2.15M 0.01% -191 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,866 shares; 2025Q2: 9,856 shares; 2025Q3: 12,886 shares; 2025Q4: 52,420 shares 52,420 $2.14M 0.01% +39,534 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 3,971 shares; 2025Q1: 3,735 shares; 2025Q2: 3,169 shares; 2025Q3: 5,522 shares; 2025Q4: 4,564 shares 4,564 $2.14M 0.01% -958 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,898 shares; 2024Q4: 21,030 shares; 2025Q1: 21,066 shares; 2025Q2: 38,932 shares; 2025Q3: 33,168 shares; 2025Q4: 32,874 shares 32,874 $2.14M 0.01% -294 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,920 shares; 2024Q4: 83,307 shares; 2025Q1: 121,434 shares; 2025Q2: 263,339 shares; 2025Q3: 294,545 shares; 2025Q4: 337,575 shares 337,575 $2.13M 0.01% +43,030 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,116 shares; 2024Q4: 67,281 shares; 2025Q1: 128,550 shares; 2025Q2: 83,568 shares; 2025Q3: 79,866 shares; 2025Q4: 74,024 shares 74,024 $2.12M 0.01% -5,842 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 10,181 shares; 2025Q1: 9,189 shares; 2025Q2: 8,870 shares; 2025Q3: 10,626 shares; 2025Q4: 11,458 shares 11,458 $2.11M 0.01% +832 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,798 shares; 2024Q4: 153,783 shares; 2025Q1: 120,315 shares; 2025Q2: 95,283 shares; 2025Q3: 117,814 shares; 2025Q4: 101,990 shares 101,990 $2.11M 0.01% -15,824 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,763 shares; 2024Q4: 11,274 shares; 2025Q1: 10,882 shares; 2025Q2: 10,855 shares; 2025Q3: 11,061 shares; 2025Q4: 11,672 shares 11,672 $2.1M 0.01% +611 Timeline OIH 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: 6,423 shares; 2024Q4: 7,995 shares; 2025Q1: 803 shares; 2025Q2: 1,040 shares; 2025Q3: 798 shares; 2025Q4: 7,332 shares 7,332 $2.09M 0.01% +6,534 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,089 shares; 2024Q4: 18,042 shares; 2025Q1: 16,687 shares; 2025Q2: 16,150 shares; 2025Q3: 16,048 shares; 2025Q4: 16,340 shares 16,340 $2.08M 0.01% +292 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 6,166 shares; 2025Q1: 6,087 shares; 2025Q2: 6,327 shares; 2025Q3: 15,541 shares; 2025Q4: 17,224 shares 17,224 $2.08M 0.01% +1,683 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,711 shares; 2024Q4: 26,723 shares; 2025Q1: 25,282 shares; 2025Q2: 23,867 shares; 2025Q3: 25,241 shares; 2025Q4: 24,303 shares 24,303 $2.08M 0.01% -938 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,904 shares; 2025Q1: 44,375 shares; 2025Q2: 41,014 shares; 2025Q3: 72,164 shares; 2025Q4: 63,904 shares 63,904 $2.07M 0.01% -8,260 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,568 shares; 2024Q4: 33,715 shares; 2025Q1: 19,390 shares; 2025Q2: 19,322 shares; 2025Q3: 18,626 shares; 2025Q4: 20,997 shares 20,997 $2.07M 0.01% +2,371 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 16,693 shares; 2025Q1: 17,131 shares; 2025Q2: 19,003 shares; 2025Q3: 19,694 shares; 2025Q4: 19,015 shares 19,015 $2.07M 0.01% -679 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,182 shares; 2024Q4: 76,151 shares; 2025Q1: 71,765 shares; 2025Q2: 98,650 shares; 2025Q3: 107,472 shares; 2025Q4: 107,594 shares 107,594 $2.06M 0.01% +122 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,419 shares; 2024Q4: 24,074 shares; 2025Q1: 24,663 shares; 2025Q2: 29,330 shares; 2025Q3: 29,424 shares; 2025Q4: 22,532 shares 22,532 $2.06M 0.01% -6,892 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,259 shares; 2025Q3: 118,102 shares; 2025Q4: 135,407 shares 135,407 $2.05M 0.01% +17,305 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,570 shares; 2024Q4: 53,089 shares; 2025Q1: 51,750 shares; 2025Q2: 48,760 shares; 2025Q3: 46,979 shares; 2025Q4: 46,860 shares 46,860 $2.05M 0.01% -119 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,778 shares; 2024Q4: 12,090 shares; 2025Q1: 11,635 shares; 2025Q2: 11,633 shares; 2025Q3: 11,808 shares; 2025Q4: 12,146 shares 12,146 $2.04M 0.01% +338 Timeline QSIG 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: 39,837 shares; 2024Q4: 37,487 shares; 2025Q1: 36,934 shares; 2025Q2: 37,511 shares; 2025Q3: 38,549 shares; 2025Q4: 41,693 shares 41,693 $2.04M 0.01% +3,144 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,164 shares; 2025Q4: 25,865 shares 25,865 $2.04M 0.01% +17,701 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,151 shares; 2025Q1: 4,280 shares; 2025Q2: 4,484 shares; 2025Q3: 4,777 shares; 2025Q4: 5,314 shares 5,314 $2.04M 0.01% +537 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 9,497 shares; 2025Q1: 9,513 shares; 2025Q2: 11,697 shares; 2025Q3: 11,994 shares; 2025Q4: 12,149 shares 12,149 $2.04M 0.01% +155 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 9,255 shares; 2025Q1: 8,231 shares; 2025Q2: 7,951 shares; 2025Q3: 7,851 shares; 2025Q4: 8,101 shares 8,101 $2.03M 0.01% +250 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,037 shares; 2024Q4: 76,157 shares; 2025Q1: 48,951 shares; 2025Q2: 30,548 shares; 2025Q3: 35,119 shares; 2025Q4: 49,185 shares 49,185 $2.03M 0.01% +14,066 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 71,357 shares 71,357 $2.03M 0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 2,580 shares; 2025Q1: 2,639 shares; 2025Q2: 2,593 shares; 2025Q3: 2,542 shares; 2025Q4: 13,068 shares 13,068 $2.01M 0.01% +10,526 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 53,217 shares 53,217 $2M 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,253 shares; 2024Q4: 15,325 shares; 2025Q1: 15,595 shares; 2025Q2: 23,654 shares; 2025Q3: 28,957 shares; 2025Q4: 29,588 shares 29,588 $1.99M 0.01% +631 Timeline OBIL 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: 14,451 shares; 2024Q4: 11,577 shares; 2025Q1: 36,367 shares; 2025Q2: 41,749 shares; 2025Q3: 42,882 shares; 2025Q4: 39,504 shares 39,504 $1.98M 0.01% -3,378 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,376 shares; 2024Q4: 34,023 shares; 2025Q1: 32,751 shares; 2025Q2: 31,899 shares; 2025Q3: 32,683 shares; 2025Q4: 42,508 shares 42,508 $1.98M 0.01% +9,825 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,762 shares; 2024Q4: 93,119 shares; 2025Q1: 82,874 shares; 2025Q2: 81,246 shares; 2025Q3: 79,485 shares; 2025Q4: 81,851 shares 81,851 $1.97M 0.01% +2,366 Timeline PHO 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: 32,103 shares; 2024Q4: 29,786 shares; 2025Q1: 26,012 shares; 2025Q2: 29,427 shares; 2025Q3: 32,497 shares; 2025Q4: 27,988 shares 27,988 $1.97M 0.01% -4,509 Timeline IBDU 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: 49,387 shares; 2024Q4: 59,227 shares; 2025Q1: 60,477 shares; 2025Q2: 64,885 shares; 2025Q3: 65,593 shares; 2025Q4: 84,002 shares 84,002 $1.97M 0.01% +18,409 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,614 shares; 2024Q4: 62,979 shares; 2025Q1: 66,346 shares; 2025Q2: 73,138 shares; 2025Q3: 74,337 shares; 2025Q4: 80,952 shares 80,952 $1.97M 0.01% +6,615 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,056 shares; 2025Q3: 72,535 shares; 2025Q4: 72,252 shares 72,252 $1.96M 0.01% -283 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,654 shares; 2024Q4: 13,841 shares; 2025Q1: 14,632 shares; 2025Q2: 28,083 shares; 2025Q3: 45,766 shares; 2025Q4: 82,956 shares 82,956 $1.96M 0.01% +37,190 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,963 shares; 2024Q4: 129,455 shares; 2025Q1: 141,283 shares; 2025Q2: 75,091 shares; 2025Q3: 84,277 shares; 2025Q4: 79,998 shares 79,998 $1.95M 0.01% -4,279 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 11,331 shares; 2025Q1: 16,336 shares; 2025Q2: 13,152 shares; 2025Q3: 14,414 shares; 2025Q4: 13,400 shares 13,400 $1.94M 0.01% -1,014 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,047 shares; 2024Q4: 27,148 shares; 2025Q1: 26,324 shares; 2025Q2: 31,068 shares; 2025Q3: 27,455 shares; 2025Q4: 28,766 shares 28,766 $1.93M 0.01% +1,311 Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,799 shares; 2025Q4: 20,133 shares 20,133 $1.93M 0.01% -1,666 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,234 shares; 2024Q4: 51,724 shares; 2025Q1: 46,328 shares; 2025Q2: 104,704 shares; 2025Q3: 138,117 shares; 2025Q4: 190,125 shares 190,125 $1.92M 0.01% +52,008 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,264 shares; 2024Q4: 52,617 shares; 2025Q1: 52,916 shares; 2025Q2: 77,975 shares; 2025Q3: 75,330 shares; 2025Q4: 91,193 shares 91,193 $1.92M 0.01% +15,863 Timeline FTXL 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: 11,464 shares; 2024Q4: 28,832 shares; 2025Q1: 9,869 shares; 2025Q2: 9,338 shares; 2025Q3: 7,068 shares; 2025Q4: 14,773 shares 14,773 $1.91M 0.01% +7,705 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,077 shares; 2024Q4: 94,316 shares; 2025Q1: 86,947 shares; 2025Q2: 55,263 shares; 2025Q3: 45,386 shares; 2025Q4: 42,417 shares 42,417 $1.91M 0.01% -2,969 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,418 shares; 2024Q4: 93,295 shares; 2025Q1: 86,923 shares; 2025Q2: 84,426 shares; 2025Q3: 69,119 shares; 2025Q4: 80,453 shares 80,453 $1.91M 0.01% +11,334 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,682 shares; 2024Q4: 36,507 shares; 2025Q1: 34,785 shares; 2025Q2: 36,345 shares; 2025Q3: 39,669 shares; 2025Q4: 43,374 shares 43,374 $1.91M 0.01% +3,705 Timeline DUOT DUOS TECHNOLOGIES GROUP INC More: the full row for DUOS TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 13,250 shares; 2025Q1: 12,750 shares; 2025Q2: 14,400 shares; 2025Q3: 207,249 shares; 2025Q4: 168,939 shares 168,939 $1.9M 0.01% -38,310 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 21,326 shares; 2025Q1: 23,801 shares; 2025Q2: 23,138 shares; 2025Q3: 23,601 shares; 2025Q4: 22,280 shares 22,280 $1.9M 0.01% -1,321 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 28,239 shares; 2025Q1: 30,835 shares; 2025Q2: 38,274 shares; 2025Q3: 51,454 shares; 2025Q4: 49,759 shares 49,759 $1.9M 0.01% -1,695 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,422 shares; 2024Q4: 39,110 shares; 2025Q1: 43,544 shares; 2025Q2: 45,015 shares; 2025Q3: 17,779 shares; 2025Q4: 14,033 shares 14,033 $1.9M 0.01% -3,746 Timeline SHYM 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: 22,642 shares; 2025Q2: 81,320 shares; 2025Q3: 97,717 shares; 2025Q4: 85,372 shares 85,372 $1.9M 0.01% -12,345 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,921 shares; 2024Q4: 41,404 shares; 2025Q1: 70,103 shares; 2025Q2: 79,464 shares; 2025Q3: 79,057 shares; 2025Q4: 83,735 shares 83,735 $1.89M 0.01% +4,678 Timeline DFSU 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: 53,521 shares; 2024Q4: 41,577 shares; 2025Q1: 42,093 shares; 2025Q2: 43,007 shares; 2025Q3: 43,183 shares; 2025Q4: 43,599 shares 43,599 $1.89M 0.01% +416 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,828 shares; 2024Q4: 172,946 shares; 2025Q1: 187,565 shares; 2025Q2: 189,225 shares; 2025Q3: 165,609 shares; 2025Q4: 159,116 shares 159,116 $1.89M 0.01% -6,493 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,482 shares; 2024Q4: 30,527 shares; 2025Q1: 29,656 shares; 2025Q2: 30,431 shares; 2025Q3: 31,692 shares; 2025Q4: 28,074 shares 28,074 $1.88M 0.01% -3,618 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,893 shares; 2024Q4: 147,396 shares; 2025Q1: 155,075 shares; 2025Q2: 162,777 shares; 2025Q3: 166,492 shares; 2025Q4: 138,164 shares 138,164 $1.88M 0.01% -28,328 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,487 shares; 2024Q4: 31,936 shares; 2025Q1: 32,682 shares; 2025Q2: 30,032 shares; 2025Q3: 35,264 shares; 2025Q4: 35,279 shares 35,279 $1.88M 0.01% +15 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,072 shares; 2025Q3: 119,600 shares; 2025Q4: 48,895 shares 48,895 $1.87M 0.01% -70,705 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,855 shares; 2025Q2: 37,441 shares; 2025Q3: 49,228 shares; 2025Q4: 61,276 shares 61,276 $1.87M 0.01% +12,048 Timeline STRIVE INC STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,516,968 shares 2,516,968 $1.86M 0.01% new IXJ 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: 9,184 shares; 2024Q4: 7,953 shares; 2025Q1: 8,141 shares; 2025Q2: 15,629 shares; 2025Q3: 17,460 shares; 2025Q4: 19,006 shares 19,006 $1.85M 0.01% +1,546 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 8,167 shares; 2025Q1: 8,962 shares; 2025Q2: 11,212 shares; 2025Q3: 11,063 shares; 2025Q4: 10,238 shares 10,238 $1.85M 0.01% -825 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 64,543 shares; 2025Q1: 92,204 shares; 2025Q2: 101,704 shares; 2025Q3: 91,033 shares; 2025Q4: 71,280 shares 71,280 $1.85M 0.01% -19,753 Timeline TDVI 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: 61,821 shares; 2025Q2: 62,691 shares; 2025Q3: 63,816 shares; 2025Q4: 66,375 shares 66,375 $1.84M 0.01% +2,559 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 13,095 shares; 2025Q1: 13,158 shares; 2025Q2: 13,229 shares; 2025Q3: 13,227 shares; 2025Q4: 13,425 shares 13,425 $1.84M 0.01% +198 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,318 shares; 2025Q1: 16,861 shares; 2025Q2: 20,053 shares; 2025Q3: 23,919 shares; 2025Q4: 31,744 shares 31,744 $1.83M 0.01% +7,825 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,378 shares; 2024Q4: 57,896 shares; 2025Q1: 59,925 shares; 2025Q2: 52,303 shares; 2025Q3: 51,074 shares; 2025Q4: 71,937 shares 71,937 $1.83M 0.01% +20,863 Timeline PHDG 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: 88,914 shares; 2024Q4: 103,987 shares; 2025Q1: 102,571 shares; 2025Q2: 79,058 shares; 2025Q3: 51,911 shares; 2025Q4: 48,631 shares 48,631 $1.82M 0.01% -3,280 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,582 shares; 2024Q4: 129,420 shares; 2025Q1: 124,269 shares; 2025Q2: 121,389 shares; 2025Q3: 122,089 shares; 2025Q4: 109,269 shares 109,269 $1.82M 0.01% -12,820 Timeline VIOG 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: 19,059 shares; 2024Q4: 18,596 shares; 2025Q1: 18,755 shares; 2025Q2: 17,867 shares; 2025Q3: 16,979 shares; 2025Q4: 14,981 shares 14,981 $1.82M 0.01% -1,998 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,884 shares; 2025Q1: 30,731 shares; 2025Q2: 34,303 shares; 2025Q3: 33,936 shares; 2025Q4: 39,640 shares 39,640 $1.81M 0.01% +5,704 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 13,533 shares; 2025Q1: 13,052 shares; 2025Q2: 11,735 shares; 2025Q3: 11,417 shares; 2025Q4: 11,694 shares 11,694 $1.81M 0.01% +277 Timeline CDL 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: 40,127 shares; 2024Q4: 38,037 shares; 2025Q1: 34,018 shares; 2025Q2: 31,446 shares; 2025Q3: 28,853 shares; 2025Q4: 26,240 shares 26,240 $1.81M 0.01% -2,613 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK 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: 56,514 shares; 2025Q4: 217,773 shares 217,773 $1.8M 0.01% +161,259 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,347 shares; 2024Q4: 13,671 shares; 2025Q1: 16,725 shares; 2025Q2: 16,101 shares; 2025Q3: 14,509 shares; 2025Q4: 15,807 shares 15,807 $1.8M 0.01% +1,298 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,582 shares; 2024Q4: 192,929 shares; 2025Q1: 188,163 shares; 2025Q2: 189,408 shares; 2025Q3: 191,153 shares; 2025Q4: 190,128 shares 190,128 $1.8M 0.01% -1,025 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,687 shares; 2024Q4: 29,758 shares; 2025Q1: 20,229 shares; 2025Q2: 19,739 shares; 2025Q3: 19,862 shares; 2025Q4: 19,653 shares 19,653 $1.8M 0.01% -209 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,610 shares; 2024Q4: 37,011 shares; 2025Q1: 36,118 shares; 2025Q2: 36,692 shares; 2025Q3: 40,090 shares; 2025Q4: 35,113 shares 35,113 $1.8M 0.01% -4,977 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: not reported; 2025Q2: 90,407 shares; 2025Q3: 158,962 shares; 2025Q4: 37,254 shares 37,254 $1.79M 0.01% -121,708 Timeline BUFG 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: 118,415 shares; 2024Q4: 141,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,542 shares; 2025Q4: 65,048 shares 65,048 $1.79M 0.01% -19,494 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 7,010 shares; 2025Q1: 7,306 shares; 2025Q2: 7,187 shares; 2025Q3: 7,361 shares; 2025Q4: 8,719 shares 8,719 $1.79M 0.01% +1,358 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,447 shares; 2024Q4: 11,954 shares; 2025Q1: 11,310 shares; 2025Q2: 13,479 shares; 2025Q3: 16,872 shares; 2025Q4: 13,500 shares 13,500 $1.79M 0.01% -3,372 Timeline EDGH 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: 53,737 shares; 2025Q4: 58,484 shares 58,484 $1.78M 0.01% +4,747 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,769 shares; 2024Q4: 83,691 shares; 2025Q1: 77,291 shares; 2025Q2: 43,030 shares; 2025Q3: 2,480 shares; 2025Q4: 17,032 shares 17,032 $1.78M 0.01% +14,552 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 9,626 shares; 2025Q1: 10,054 shares; 2025Q2: 10,156 shares; 2025Q3: 10,049 shares; 2025Q4: 10,485 shares 10,485 $1.78M 0.01% +436 Timeline QQQH 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: 32,144 shares; 2025Q3: 32,291 shares; 2025Q4: 32,661 shares 32,661 $1.77M 0.01% +370 Timeline GSSC 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: 23,937 shares; 2024Q4: 24,339 shares; 2025Q1: 23,754 shares; 2025Q2: 21,427 shares; 2025Q3: 21,204 shares; 2025Q4: 23,278 shares 23,278 $1.76M 0.01% +2,074 Timeline ICF 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: 78,573 shares; 2024Q4: 13,545 shares; 2025Q1: 12,114 shares; 2025Q2: 15,120 shares; 2025Q3: 15,249 shares; 2025Q4: 29,435 shares 29,435 $1.76M 0.01% +14,186 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 7,568 shares; 2025Q1: 12,339 shares; 2025Q2: 12,778 shares; 2025Q3: 15,045 shares; 2025Q4: 19,449 shares 19,449 $1.75M 0.01% +4,404 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,868 shares; 2024Q4: 44,670 shares; 2025Q1: 45,563 shares; 2025Q2: 45,977 shares; 2025Q3: 46,563 shares; 2025Q4: 48,554 shares 48,554 $1.75M 0.01% +1,991 Timeline IGLB 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: 57,763 shares; 2024Q4: 43,041 shares; 2025Q1: 43,381 shares; 2025Q2: 40,088 shares; 2025Q3: 43,023 shares; 2025Q4: 34,531 shares 34,531 $1.74M 0.01% -8,492 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,500 shares; 2024Q4: 44,341 shares; 2025Q1: 41,270 shares; 2025Q2: 37,831 shares; 2025Q3: 36,754 shares; 2025Q4: 19,936 shares 19,936 $1.74M 0.01% -16,818 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,895 shares; 2024Q4: 46,910 shares; 2025Q1: 56,056 shares; 2025Q2: 60,540 shares; 2025Q3: 60,802 shares; 2025Q4: 67,147 shares 67,147 $1.73M 0.01% +6,345 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,805 shares; 2024Q4: 45,262 shares; 2025Q1: 51,113 shares; 2025Q2: 54,403 shares; 2025Q3: 53,119 shares; 2025Q4: 60,048 shares 60,048 $1.73M 0.01% +6,929 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 12,121 shares; 2025Q1: 12,904 shares; 2025Q2: 13,082 shares; 2025Q3: 13,193 shares; 2025Q4: 13,637 shares 13,637 $1.73M 0.01% +444 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,234 shares; 2024Q4: 23,312 shares; 2025Q1: 36,474 shares; 2025Q2: 27,049 shares; 2025Q3: 24,344 shares; 2025Q4: 21,693 shares 21,693 $1.72M 0.01% -2,651 Timeline XBIL 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: 256,720 shares; 2024Q4: 253,582 shares; 2025Q1: 258,278 shares; 2025Q2: 243,088 shares; 2025Q3: 69,563 shares; 2025Q4: 34,382 shares 34,382 $1.72M 0.01% -35,181 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,159 shares; 2024Q4: 34,067 shares; 2025Q1: 33,463 shares; 2025Q2: 33,579 shares; 2025Q3: 31,320 shares; 2025Q4: 31,717 shares 31,717 $1.71M 0.01% +397 Timeline SHM 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: 43,125 shares; 2024Q4: 27,528 shares; 2025Q1: 25,751 shares; 2025Q2: 38,728 shares; 2025Q3: 35,211 shares; 2025Q4: 35,627 shares 35,627 $1.71M 0.01% +416 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 3,921 shares; 2025Q1: 3,989 shares; 2025Q2: 2,938 shares; 2025Q3: 4,782 shares; 2025Q4: 4,633 shares 4,633 $1.71M 0.01% -149 Timeline IMTM 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: 17,818 shares; 2025Q2: 36,110 shares; 2025Q3: 34,519 shares; 2025Q4: 35,449 shares 35,449 $1.7M 0.01% +930 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,296 shares; 2024Q4: 110,872 shares; 2025Q1: 117,136 shares; 2025Q2: 128,616 shares; 2025Q3: 144,769 shares; 2025Q4: 169,909 shares 169,909 $1.7M 0.01% +25,140 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 5,238 shares; 2025Q4: 5,538 shares 5,538 $1.7M 0.01% +300 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 10,813 shares; 2025Q1: 10,683 shares; 2025Q2: 10,629 shares; 2025Q3: 10,747 shares; 2025Q4: 12,447 shares 12,447 $1.7M 0.01% +1,700 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,636 shares; 2024Q4: 44,521 shares; 2025Q1: 47,071 shares; 2025Q2: 47,033 shares; 2025Q3: 71,968 shares; 2025Q4: 73,513 shares 73,513 $1.69M 0.01% +1,545 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,834 shares; 2024Q4: 4,961 shares; 2025Q1: 15,231 shares; 2025Q2: 24,434 shares; 2025Q3: 28,761 shares; 2025Q4: 28,181 shares 28,181 $1.69M 0.01% -580 Timeline FXN 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: 126,433 shares; 2024Q4: 102,203 shares; 2025Q1: 102,929 shares; 2025Q2: 93,216 shares; 2025Q3: 86,309 shares; 2025Q4: 102,740 shares 102,740 $1.69M 0.01% +16,431 Timeline DIAL 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: 16,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,194 shares; 2025Q4: 91,820 shares 91,820 $1.69M 0.01% +72,626 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 2,951 shares; 2025Q1: 1,905 shares; 2025Q2: 2,489 shares; 2025Q3: 2,538 shares; 2025Q4: 2,754 shares 2,754 $1.69M 0.01% +216 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,135 shares; 2025Q1: 17,575 shares; 2025Q2: 17,557 shares; 2025Q3: 19,432 shares; 2025Q4: 19,637 shares 19,637 $1.68M 0.01% +205 Timeline IVOG 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: 17,641 shares; 2024Q4: 17,666 shares; 2025Q1: 17,036 shares; 2025Q2: 16,483 shares; 2025Q3: 15,627 shares; 2025Q4: 13,960 shares 13,960 $1.68M 0.01% -1,667 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 76,987 shares 76,987 $1.68M 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 11,615 shares; 2025Q1: 11,966 shares; 2025Q2: 14,915 shares; 2025Q3: 13,744 shares; 2025Q4: 20,648 shares 20,648 $1.67M 0.01% +6,904 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 84,862 shares; 2025Q1: 74,878 shares; 2025Q2: 73,870 shares; 2025Q3: 97,729 shares; 2025Q4: 117,228 shares 117,228 $1.66M 0.01% +19,499 Timeline LIT 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: 13,894 shares; 2024Q4: 12,411 shares; 2025Q1: 11,600 shares; 2025Q2: 10,901 shares; 2025Q3: 15,451 shares; 2025Q4: 25,363 shares 25,363 $1.65M 0.01% +9,912 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,535 shares; 2024Q4: 23,424 shares; 2025Q1: 20,854 shares; 2025Q2: 16,120 shares; 2025Q3: 24,878 shares; 2025Q4: 52,300 shares 52,300 $1.64M 0.01% +27,422 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,329 shares; 2025Q4: 53,850 shares 53,850 $1.64M 0.01% +25,521 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,972 shares; 2024Q4: 76,252 shares; 2025Q1: 83,537 shares; 2025Q2: 80,412 shares; 2025Q3: 61,943 shares; 2025Q4: 85,573 shares 85,573 $1.64M 0.01% +23,630 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,873 shares; 2024Q4: 74,549 shares; 2025Q1: 93,081 shares; 2025Q2: 121,176 shares; 2025Q3: 139,966 shares; 2025Q4: 125,926 shares 125,926 $1.63M 0.01% -14,040 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,190 shares; 2024Q4: 112,272 shares; 2025Q1: 115,375 shares; 2025Q2: 73,038 shares; 2025Q3: 51,184 shares; 2025Q4: 41,916 shares 41,916 $1.63M 0.01% -9,268 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 22,794 shares 22,794 $1.62M 0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,394 shares; 2024Q4: 257,562 shares; 2025Q1: 251,269 shares; 2025Q2: 69,757 shares; 2025Q3: 67,008 shares; 2025Q4: 69,636 shares 69,636 $1.62M 0.01% +2,628 Timeline WTAI 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: 49,079 shares; 2024Q4: 48,838 shares; 2025Q1: 43,345 shares; 2025Q2: 54,152 shares; 2025Q3: 54,076 shares; 2025Q4: 55,429 shares 55,429 $1.62M 0.01% +1,353 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,013 shares; 2025Q1: 5,851 shares; 2025Q2: 26,117 shares; 2025Q3: 19,857 shares; 2025Q4: 28,369 shares 28,369 $1.61M 0.01% +8,512 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 15,166 shares; 2025Q1: 13,661 shares; 2025Q2: 17,086 shares; 2025Q3: 20,660 shares; 2025Q4: 30,418 shares 30,418 $1.61M 0.01% +9,758 Timeline QVMM 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: 34,150 shares; 2024Q4: 41,695 shares; 2025Q1: 47,297 shares; 2025Q2: 50,692 shares; 2025Q3: 51,471 shares; 2025Q4: 52,140 shares 52,140 $1.6M 0.01% +669 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,609 shares; 2025Q1: 31,127 shares; 2025Q2: 37,036 shares; 2025Q3: 57,846 shares; 2025Q4: 45,276 shares 45,276 $1.59M 0.01% -12,570 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 12,686 shares; 2025Q1: 5,203 shares; 2025Q2: 5,880 shares; 2025Q3: 6,016 shares; 2025Q4: 8,068 shares 8,068 $1.59M 0.01% +2,052 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 10,298 shares; 2025Q1: 11,121 shares; 2025Q2: 11,078 shares; 2025Q3: 13,239 shares; 2025Q4: 16,572 shares 16,572 $1.59M 0.01% +3,333 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,093 shares; 2024Q4: 49,487 shares; 2025Q1: 50,461 shares; 2025Q2: 134,403 shares; 2025Q3: 138,695 shares; 2025Q4: 145,420 shares 145,420 $1.59M 0.01% +6,725 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,813 shares; 2024Q4: 21,404 shares; 2025Q1: 19,949 shares; 2025Q2: 20,495 shares; 2025Q3: 18,525 shares; 2025Q4: 18,077 shares 18,077 $1.58M 0.01% -448 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,842 shares; 2024Q4: 40,158 shares; 2025Q1: 99,685 shares; 2025Q2: 111,704 shares; 2025Q3: 88,906 shares; 2025Q4: 83,588 shares 83,588 $1.58M 0.01% -5,318 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,566 shares; 2024Q4: 33,784 shares; 2025Q1: 33,532 shares; 2025Q2: 34,061 shares; 2025Q3: 34,412 shares; 2025Q4: 35,470 shares 35,470 $1.57M 0.01% +1,058 Timeline VIOV 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: 24,880 shares; 2024Q4: 23,271 shares; 2025Q1: 23,361 shares; 2025Q2: 20,178 shares; 2025Q3: 19,006 shares; 2025Q4: 15,997 shares 15,997 $1.56M 0.01% -3,009 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,256 shares; 2024Q4: 65,622 shares; 2025Q1: 68,309 shares; 2025Q2: 72,393 shares; 2025Q3: 76,735 shares; 2025Q4: 81,394 shares 81,394 $1.56M 0.01% +4,659 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,924 shares; 2024Q4: 56,345 shares; 2025Q1: 65,467 shares; 2025Q2: 62,522 shares; 2025Q3: 52,970 shares; 2025Q4: 60,502 shares 60,502 $1.56M 0.01% +7,532 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 46,577 shares; 2025Q3: 58,444 shares; 2025Q4: 61,327 shares 61,327 $1.56M 0.01% +2,883 Timeline RYLD 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: 91,717 shares; 2024Q4: 101,048 shares; 2025Q1: 100,550 shares; 2025Q2: 101,598 shares; 2025Q3: 101,599 shares; 2025Q4: 101,688 shares 101,688 $1.56M 0.01% +89 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,256 shares; 2024Q4: 35,029 shares; 2025Q1: 31,274 shares; 2025Q2: 52,109 shares; 2025Q3: 45,652 shares; 2025Q4: 23,815 shares 23,815 $1.55M 0.01% -21,837 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: not reported; 2025Q1: 17,492 shares; 2025Q2: 16,665 shares; 2025Q3: 16,034 shares; 2025Q4: 13,619 shares 13,619 $1.54M 0.01% -2,415 Timeline FICS 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: 28,447 shares; 2024Q4: 26,678 shares; 2025Q1: 25,347 shares; 2025Q2: 34,666 shares; 2025Q3: 35,145 shares; 2025Q4: 38,477 shares 38,477 $1.54M 0.01% +3,332 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,941 shares 108,941 $1.54M 0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,341 shares; 2025Q1: 8,668 shares; 2025Q2: 9,063 shares; 2025Q3: 8,872 shares; 2025Q4: 8,874 shares 8,874 $1.54M 0.01% +2 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,996 shares; 2024Q4: 239,074 shares; 2025Q1: 253,793 shares; 2025Q2: 175,398 shares; 2025Q3: 187,395 shares; 2025Q4: 90,956 shares 90,956 $1.54M 0.01% -96,439 Timeline MLRG 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: 129,808 shares; 2024Q4: 108,292 shares; 2025Q1: 14,132 shares; 2025Q2: 12,990 shares; 2025Q3: 16,355 shares; 2025Q4: 16,234 shares 16,234 $1.53M 0.01% -121 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,318 shares; 2025Q3: 72,554 shares; 2025Q4: 68,759 shares 68,759 $1.53M 0.01% -3,795 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,857 shares; 2025Q1: 2,887 shares; 2025Q2: 2,967 shares; 2025Q3: 2,980 shares; 2025Q4: 3,373 shares 3,373 $1.53M 0.01% +393 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 1,724 shares; 2025Q1: 4,762 shares; 2025Q2: 24,370 shares; 2025Q3: 20,282 shares; 2025Q4: 23,797 shares 23,797 $1.53M 0.01% +3,515 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,655 shares; 2025Q4: 20,655 shares 20,655 $1.53M 0.01% +2,000 Timeline RSPF 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: 40,153 shares; 2024Q4: 38,182 shares; 2025Q1: 36,495 shares; 2025Q2: 23,859 shares; 2025Q3: 23,024 shares; 2025Q4: 19,420 shares 19,420 $1.52M 0.01% -3,604 Timeline SARK INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,245 shares; 2025Q4: 50,279 shares 50,279 $1.52M 0.01% +10,034 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,375 shares; 2024Q4: 79,831 shares; 2025Q1: 77,710 shares; 2025Q2: 76,244 shares; 2025Q3: 86,311 shares; 2025Q4: 90,835 shares 90,835 $1.52M 0.01% +4,524 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,080 shares; 2024Q4: 31,654 shares; 2025Q1: 29,147 shares; 2025Q2: 27,991 shares; 2025Q3: 29,983 shares; 2025Q4: 32,556 shares 32,556 $1.52M 0.01% +2,573 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,805 shares; 2024Q4: 67,253 shares; 2025Q1: 60,657 shares; 2025Q2: 64,326 shares; 2025Q3: 74,437 shares; 2025Q4: 81,902 shares 81,902 $1.52M 0.01% +7,465 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,293 shares; 2024Q4: 58,891 shares; 2025Q1: 62,258 shares; 2025Q2: 67,896 shares; 2025Q3: 87,248 shares; 2025Q4: 86,999 shares 86,999 $1.51M 0.01% -249 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,924 shares; 2024Q4: 23,088 shares; 2025Q1: 19,483 shares; 2025Q2: 19,935 shares; 2025Q3: 23,080 shares; 2025Q4: 24,675 shares 24,675 $1.51M 0.01% +1,595 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,537 shares; 2024Q4: 13,717 shares; 2025Q1: 13,713 shares; 2025Q2: 13,859 shares; 2025Q3: 14,107 shares; 2025Q4: 14,156 shares 14,156 $1.51M 0.01% +49 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,502 shares; 2024Q4: 39,995 shares; 2025Q1: 31,212 shares; 2025Q2: 27,799 shares; 2025Q3: 27,483 shares; 2025Q4: 26,585 shares 26,585 $1.51M 0.01% -898 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,161 shares; 2024Q4: 84,861 shares; 2025Q1: 82,133 shares; 2025Q2: 79,833 shares; 2025Q3: 76,542 shares; 2025Q4: 73,719 shares 73,719 $1.5M 0.01% -2,823 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,413 shares; 2024Q4: 29,925 shares; 2025Q1: 214,725 shares; 2025Q2: 399,225 shares; 2025Q3: 455,125 shares; 2025Q4: 419,800 shares 419,800 $1.49M 0.01% -35,325 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,830 shares; 2025Q3: 32,276 shares; 2025Q4: 51,777 shares 51,777 $1.49M 0.01% +19,501 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 10,300 shares; 2025Q1: 21,720 shares; 2025Q2: 21,218 shares; 2025Q3: 25,793 shares; 2025Q4: 27,859 shares 27,859 $1.49M 0.01% +2,066 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,538 shares 72,538 $1.49M 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 50,071 shares; 2025Q1: 55,958 shares; 2025Q2: 55,749 shares; 2025Q3: 60,626 shares; 2025Q4: 29,771 shares 29,771 $1.49M 0.01% -30,855 Timeline AOA 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: 17,945 shares; 2024Q4: 15,669 shares; 2025Q1: 15,608 shares; 2025Q2: 17,852 shares; 2025Q3: 16,523 shares; 2025Q4: 16,608 shares 16,608 $1.49M 0.01% +85 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 7,632 shares; 2025Q1: 10,138 shares; 2025Q2: 10,319 shares; 2025Q3: 9,217 shares; 2025Q4: 9,105 shares 9,105 $1.49M 0.01% -112 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,740 shares 34,740 $1.49M 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,342 shares; 2025Q1: 7,583 shares; 2025Q2: 7,826 shares; 2025Q3: 8,311 shares; 2025Q4: 8,311 shares 8,311 $1.48M 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 9,642 shares; 2025Q1: 5,436 shares; 2025Q2: 5,922 shares; 2025Q3: 5,993 shares; 2025Q4: 5,209 shares 5,209 $1.48M 0.01% -784 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 16,343 shares; 2025Q1: 15,736 shares; 2025Q2: 15,668 shares; 2025Q3: 15,777 shares; 2025Q4: 14,816 shares 14,816 $1.48M 0.01% -961 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 12,061 shares; 2025Q1: 11,533 shares; 2025Q2: 11,871 shares; 2025Q3: 10,816 shares; 2025Q4: 14,061 shares 14,061 $1.48M 0.01% +3,245 Timeline GLU GABELLI GLOBAL UTIL & INCOME More: the full row for GABELLI GLOBAL UTIL & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,929 shares; 2024Q4: 47,635 shares; 2025Q1: 60,793 shares; 2025Q2: 72,698 shares; 2025Q3: 76,419 shares; 2025Q4: 76,493 shares 76,493 $1.47M 0.01% +74 Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,740 shares; 2025Q3: 42,418 shares; 2025Q4: 46,064 shares 46,064 $1.47M 0.01% +3,646 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,844 shares; 2024Q4: 61,297 shares; 2025Q1: 60,218 shares; 2025Q2: 45,259 shares; 2025Q3: 43,217 shares; 2025Q4: 46,420 shares 46,420 $1.47M 0.01% +3,203 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,766 shares; 2024Q4: 81,866 shares; 2025Q1: 81,022 shares; 2025Q2: 76,576 shares; 2025Q3: 80,231 shares; 2025Q4: 101,491 shares 101,491 $1.47M 0.01% +21,260 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,001 shares; 2024Q4: 17,026 shares; 2025Q1: 18,047 shares; 2025Q2: 19,289 shares; 2025Q3: 19,148 shares; 2025Q4: 20,201 shares 20,201 $1.46M 0.01% +1,053 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,285 shares; 2024Q4: 28,023 shares; 2025Q1: 23,741 shares; 2025Q2: 12,606 shares; 2025Q3: 11,725 shares; 2025Q4: 10,336 shares 10,336 $1.46M 0.01% -1,389 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,698 shares; 2024Q4: 30,972 shares; 2025Q1: 33,614 shares; 2025Q2: 30,882 shares; 2025Q3: 32,643 shares; 2025Q4: 31,008 shares 31,008 $1.46M 0.01% -1,635 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 10,593 shares; 2025Q4: 11,746 shares 11,746 $1.46M 0.01% +1,153 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,564 shares; 2024Q4: 16,771 shares; 2025Q1: 17,599 shares; 2025Q2: 18,447 shares; 2025Q3: 18,241 shares; 2025Q4: 18,129 shares 18,129 $1.46M 0.01% -112 Timeline DGRS 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: 20,122 shares; 2024Q4: 21,609 shares; 2025Q1: 24,069 shares; 2025Q2: 27,692 shares; 2025Q3: 27,917 shares; 2025Q4: 29,362 shares 29,362 $1.46M 0.01% +1,445 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,558 shares; 2025Q3: 32,085 shares; 2025Q4: 60,894 shares 60,894 $1.46M 0.01% +28,809 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,011 shares; 2024Q4: 25,198 shares; 2025Q1: 25,020 shares; 2025Q2: 29,798 shares; 2025Q3: 31,535 shares; 2025Q4: 37,097 shares 37,097 $1.45M 0.01% +5,562 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,379 shares; 2024Q4: 221,282 shares; 2025Q1: 254,955 shares; 2025Q2: 245,516 shares; 2025Q3: 257,270 shares; 2025Q4: 273,792 shares 273,792 $1.45M 0.01% +16,522 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 11,505 shares; 2025Q1: 14,659 shares; 2025Q2: 14,506 shares; 2025Q3: 14,416 shares; 2025Q4: 15,215 shares 15,215 $1.45M 0.01% +799 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,271 shares; 2024Q4: 18,605 shares; 2025Q1: 17,945 shares; 2025Q2: 17,777 shares; 2025Q3: 17,934 shares; 2025Q4: 17,166 shares 17,166 $1.45M 0.01% -768 Timeline JPUS 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: 5,842 shares; 2024Q4: 5,579 shares; 2025Q1: 5,410 shares; 2025Q2: 8,772 shares; 2025Q3: 11,523 shares; 2025Q4: 11,663 shares 11,663 $1.45M 0.01% +140 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 11,991 shares; 2025Q1: 13,380 shares; 2025Q2: 14,164 shares; 2025Q3: 13,318 shares; 2025Q4: 27,185 shares 27,185 $1.44M 0.01% +13,867 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,921 shares; 2025Q1: 7,034 shares; 2025Q2: 7,116 shares; 2025Q3: 7,200 shares; 2025Q4: 7,186 shares 7,186 $1.44M 0.01% -14 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,914 shares; 2024Q4: 191,952 shares; 2025Q1: 213,192 shares; 2025Q2: 215,232 shares; 2025Q3: 226,069 shares; 2025Q4: 228,306 shares 228,306 $1.43M 0.01% +2,237 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,013 shares; 2025Q1: 13,805 shares; 2025Q2: 18,804 shares; 2025Q3: 27,409 shares; 2025Q4: 33,600 shares 33,600 $1.43M 0.01% +6,191 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,454 shares; 2024Q4: 49,937 shares; 2025Q1: 16,467 shares; 2025Q2: 18,300 shares; 2025Q3: 20,734 shares; 2025Q4: 27,111 shares 27,111 $1.43M 0.01% +6,377 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,699 shares; 2025Q2: 4,227 shares; 2025Q3: 4,363 shares; 2025Q4: 7,085 shares 7,085 $1.42M 0.01% +2,722 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,978 shares; 2025Q1: 40,120 shares; 2025Q2: 168,232 shares; 2025Q3: 148,824 shares; 2025Q4: 48,594 shares 48,594 $1.42M 0.01% -100,230 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,316 shares; 2024Q4: 22,611 shares; 2025Q1: 20,360 shares; 2025Q2: 19,503 shares; 2025Q3: 19,678 shares; 2025Q4: 15,926 shares 15,926 $1.42M 0.01% -3,752 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 21,139 shares; 2025Q1: 63,513 shares; 2025Q2: 61,063 shares; 2025Q3: 57,164 shares; 2025Q4: 21,835 shares 21,835 $1.42M 0.01% -35,329 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: 5,884 shares; 2025Q4: 7,110 shares 7,110 $1.41M 0.01% +1,226 Timeline FXZ 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: 13,533 shares; 2024Q4: 15,771 shares; 2025Q1: 17,628 shares; 2025Q2: 12,883 shares; 2025Q3: 13,002 shares; 2025Q4: 21,791 shares 21,791 $1.41M 0.01% +8,789 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,871 shares; 2025Q3: 30,172 shares; 2025Q4: 30,953 shares 30,953 $1.41M 0.01% +781 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 4,869 shares; 2025Q1: 5,435 shares; 2025Q2: 6,059 shares; 2025Q3: 6,122 shares; 2025Q4: 6,252 shares 6,252 $1.41M 0.01% +130 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,998 shares 28,998 $1.41M 0.01% new Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,066 shares; 2024Q4: 95,651 shares; 2025Q1: 122,917 shares; 2025Q2: 121,870 shares; 2025Q3: 121,538 shares; 2025Q4: 119,751 shares 119,751 $1.4M 0.01% -1,787 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 13,879 shares; 2025Q1: 14,079 shares; 2025Q2: 13,775 shares; 2025Q3: 15,094 shares; 2025Q4: 15,594 shares 15,594 $1.4M 0.01% +500 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 21,588 shares; 2025Q1: 19,935 shares; 2025Q2: 18,927 shares; 2025Q3: 19,995 shares; 2025Q4: 19,987 shares 19,987 $1.4M 0.01% -8 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,673 shares; 2024Q4: 58,701 shares; 2025Q1: 70,450 shares; 2025Q2: 66,462 shares; 2025Q3: 67,819 shares; 2025Q4: 58,335 shares 58,335 $1.4M 0.01% -9,484 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,713 shares; 2025Q4: 66,486 shares 66,486 $1.4M 0.01% +2,773 Timeline IYR 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: 16,363 shares; 2024Q4: 13,659 shares; 2025Q1: 13,453 shares; 2025Q2: 16,074 shares; 2025Q3: 15,176 shares; 2025Q4: 14,882 shares 14,882 $1.4M 0.01% -294 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,948 shares; 2024Q4: 15,796 shares; 2025Q1: 14,863 shares; 2025Q2: 14,514 shares; 2025Q3: 15,337 shares; 2025Q4: 16,003 shares 16,003 $1.39M 0.01% +666 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP 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: 9,612 shares; 2025Q2: 10,125 shares; 2025Q3: 10,247 shares; 2025Q4: 12,657 shares 12,657 $1.39M 0.01% +2,410 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 23,287 shares; 2025Q1: 23,484 shares; 2025Q2: 23,644 shares; 2025Q3: 22,886 shares; 2025Q4: 16,514 shares 16,514 $1.38M 0.01% -6,372 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 5,624 shares; 2025Q1: 6,917 shares; 2025Q2: 6,535 shares; 2025Q3: 5,375 shares; 2025Q4: 3,092 shares 3,092 $1.38M 0.01% -2,283 FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 23,335 shares; 2025Q1: 25,351 shares; 2025Q2: 25,244 shares; 2025Q3: 30,937 shares; 2025Q4: 18,077 shares 18,077 $1.38M 0.01% -12,860 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,834 shares; 2024Q4: 142,329 shares; 2025Q1: 128,186 shares; 2025Q2: 88,805 shares; 2025Q3: 62,193 shares; 2025Q4: 60,626 shares 60,626 $1.37M 0.01% -1,567 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 7,144 shares; 2025Q1: 7,238 shares; 2025Q2: 10,772 shares; 2025Q3: 13,526 shares; 2025Q4: 18,252 shares 18,252 $1.37M 0.01% +4,726 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,959 shares; 2024Q4: 63,075 shares; 2025Q1: 71,884 shares; 2025Q2: 70,975 shares; 2025Q3: 70,771 shares; 2025Q4: 75,948 shares 75,948 $1.37M 0.01% +5,177 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,148 shares; 2025Q4: 53,646 shares 53,646 $1.37M 0.01% +20,498 Timeline GNMA 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: 32,786 shares; 2024Q4: 32,204 shares; 2025Q1: 32,740 shares; 2025Q2: 30,129 shares; 2025Q3: 30,885 shares; 2025Q4: 30,678 shares 30,678 $1.37M 0.01% -207 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 23,895 shares; 2025Q2: 26,022 shares; 2025Q3: 28,355 shares; 2025Q4: 29,424 shares 29,424 $1.36M 0.01% +1,069 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,691 shares; 2024Q4: 70,373 shares; 2025Q1: 70,607 shares; 2025Q2: 70,060 shares; 2025Q3: 67,249 shares; 2025Q4: 69,830 shares 69,830 $1.36M 0.01% +2,581 Timeline IBDV 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: 37,826 shares; 2024Q4: 39,007 shares; 2025Q1: 40,993 shares; 2025Q2: 41,009 shares; 2025Q3: 40,925 shares; 2025Q4: 61,711 shares 61,711 $1.36M 0.01% +20,786 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,487 shares; 2024Q4: 8,023 shares; 2025Q1: 9,900 shares; 2025Q2: 33,531 shares; 2025Q3: 34,673 shares; 2025Q4: 30,552 shares 30,552 $1.36M 0.01% -4,121 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 26,282 shares; 2025Q1: 25,820 shares; 2025Q2: 24,872 shares; 2025Q3: 24,906 shares; 2025Q4: 24,587 shares 24,587 $1.36M 0.01% -319 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,294 shares; 2024Q4: 5,676 shares; 2025Q1: 4,348 shares; 2025Q2: 4,007 shares; 2025Q3: 5,325 shares; 2025Q4: 4,792 shares 4,792 $1.36M 0.01% -533 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,020 shares; 2024Q4: 102,941 shares; 2025Q1: 104,636 shares; 2025Q2: 107,267 shares; 2025Q3: 126,402 shares; 2025Q4: 120,359 shares 120,359 $1.36M 0.01% -6,043 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,158 shares; 2024Q4: 15,245 shares; 2025Q1: 8,290 shares; 2025Q2: 8,315 shares; 2025Q3: 8,091 shares; 2025Q4: 13,122 shares 13,122 $1.36M 0.01% +5,031 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,363 shares 90,363 $1.36M 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 2,227 shares; 2025Q1: 2,502 shares; 2025Q2: 2,704 shares; 2025Q3: 2,687 shares; 2025Q4: 2,412 shares 2,412 $1.35M 0.01% -275 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 17,658 shares; 2025Q1: 24,769 shares; 2025Q2: 24,284 shares; 2025Q3: 27,712 shares; 2025Q4: 29,742 shares 29,742 $1.35M 0.01% +2,030 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,440 shares; 2024Q4: 115,580 shares; 2025Q1: 42,634 shares; 2025Q2: 40,424 shares; 2025Q3: 40,382 shares; 2025Q4: 45,683 shares 45,683 $1.35M 0.01% +5,301 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,703 shares; 2024Q4: 16,728 shares; 2025Q1: 15,791 shares; 2025Q2: 17,175 shares; 2025Q3: 19,777 shares; 2025Q4: 17,579 shares 17,579 $1.35M 0.01% -2,198 Timeline IPX IPERIONX LTD More: the full row for IPERIONX 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: 8,215 shares; 2025Q4: 37,147 shares 37,147 $1.34M 0.01% +28,932 Timeline KBWP 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: 7,346 shares; 2024Q4: 4,062 shares; 2025Q1: not reported; 2025Q2: 15,805 shares; 2025Q3: 10,493 shares; 2025Q4: 10,507 shares 10,507 $1.34M 0.01% +14 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,589 shares; 2024Q4: 20,148 shares; 2025Q1: 18,428 shares; 2025Q2: 16,647 shares; 2025Q3: 14,977 shares; 2025Q4: 13,228 shares 13,228 $1.34M 0.01% -1,749 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 34,684 shares; 2025Q1: 17,394 shares; 2025Q2: 17,384 shares; 2025Q3: 16,527 shares; 2025Q4: 16,858 shares 16,858 $1.34M 0.01% +331 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,426 shares; 2024Q4: 28,222 shares; 2025Q1: 29,179 shares; 2025Q2: 33,254 shares; 2025Q3: 9,918 shares; 2025Q4: 7,218 shares 7,218 $1.33M 0.01% -2,700 Timeline QCLS Q/C TECHNOLOGIES INC More: the full row for Q/C 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: 333,826 shares 333,826 $1.33M 0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,470 shares; 2024Q4: 61,374 shares; 2025Q1: 61,493 shares; 2025Q2: 65,970 shares; 2025Q3: 76,695 shares; 2025Q4: 93,767 shares 93,767 $1.33M 0.01% +17,072 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,434 shares; 2024Q4: 17,510 shares; 2025Q1: 17,764 shares; 2025Q2: 18,882 shares; 2025Q3: 18,289 shares; 2025Q4: 22,111 shares 22,111 $1.33M 0.01% +3,822 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,087 shares; 2024Q4: 10,807 shares; 2025Q1: 12,406 shares; 2025Q2: 12,448 shares; 2025Q3: 12,323 shares; 2025Q4: 12,029 shares 12,029 $1.33M 0.01% -294 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,234 shares; 2024Q4: 49,899 shares; 2025Q1: 53,408 shares; 2025Q2: 55,645 shares; 2025Q3: 57,117 shares; 2025Q4: 56,716 shares 56,716 $1.33M 0.01% -401 Timeline TRFK 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: 4,834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,594 shares 20,594 $1.32M 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 4,342 shares; 2025Q1: 5,215 shares; 2025Q2: 6,452 shares; 2025Q3: 5,515 shares; 2025Q4: 5,071 shares 5,071 $1.32M 0.01% -444 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,287 shares; 2024Q4: 53,653 shares; 2025Q1: 53,491 shares; 2025Q2: 43,417 shares; 2025Q3: 40,790 shares; 2025Q4: 42,223 shares 42,223 $1.32M 0.01% +1,433 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 7,919 shares; 2025Q1: 7,519 shares; 2025Q2: 7,334 shares; 2025Q3: 7,260 shares; 2025Q4: 7,667 shares 7,667 $1.31M 0.01% +407 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,211 shares; 2025Q2: 8,648 shares; 2025Q3: 9,493 shares; 2025Q4: 13,519 shares 13,519 $1.31M 0.01% +4,026 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,961 shares; 2024Q4: 46,593 shares; 2025Q1: 27,971 shares; 2025Q2: 25,857 shares; 2025Q3: 22,827 shares; 2025Q4: 28,522 shares 28,522 $1.3M 0.01% +5,695 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 7,418 shares; 2025Q1: 7,264 shares; 2025Q2: 7,884 shares; 2025Q3: 8,430 shares; 2025Q4: 9,081 shares 9,081 $1.3M 0.01% +651 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,036 shares; 2024Q4: 19,990 shares; 2025Q1: 25,553 shares; 2025Q2: 33,589 shares; 2025Q3: 42,309 shares; 2025Q4: 46,419 shares 46,419 $1.3M 0.01% +4,110 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,164 shares; 2024Q4: 66,012 shares; 2025Q1: 56,580 shares; 2025Q2: 51,514 shares; 2025Q3: 57,126 shares; 2025Q4: 55,636 shares 55,636 $1.3M 0.01% -1,490 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: 16,216 shares; 2025Q1: 17,018 shares; 2025Q2: 15,768 shares; 2025Q3: 29,119 shares; 2025Q4: 33,836 shares 33,836 $1.3M 0.01% +4,717 Timeline XSLV 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: 31,620 shares; 2024Q4: 30,881 shares; 2025Q1: 30,509 shares; 2025Q2: 29,657 shares; 2025Q3: 28,106 shares; 2025Q4: 27,885 shares 27,885 $1.29M 0.01% -221 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,128 shares; 2025Q2: 4,988 shares; 2025Q3: 101,109 shares; 2025Q4: 26,968 shares 26,968 $1.29M 0.01% -74,141 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,870 shares; 2024Q4: 287,870 shares; 2025Q1: 302,270 shares; 2025Q2: 226,070 shares; 2025Q3: 222,070 shares; 2025Q4: 219,070 shares 219,070 $1.29M 0.01% -3,000 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,087 shares; 2025Q1: 6,678 shares; 2025Q2: 6,404 shares; 2025Q3: 6,243 shares; 2025Q4: 6,243 shares 6,243 $1.29M 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,951 shares; 2024Q4: 20,296 shares; 2025Q1: 19,446 shares; 2025Q2: 20,428 shares; 2025Q3: 21,648 shares; 2025Q4: 20,598 shares 20,598 $1.29M 0.01% -1,050 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 15,085 shares; 2025Q1: 17,376 shares; 2025Q2: 30,978 shares; 2025Q3: 31,357 shares; 2025Q4: 32,868 shares 32,868 $1.29M 0.01% +1,511 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,011 shares; 2024Q4: 24,939 shares; 2025Q1: 22,651 shares; 2025Q2: 20,368 shares; 2025Q3: 19,853 shares; 2025Q4: 20,004 shares 20,004 $1.28M 0.01% +151 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,268 shares; 2024Q4: 111,886 shares; 2025Q1: 111,569 shares; 2025Q2: 109,060 shares; 2025Q3: 114,003 shares; 2025Q4: 101,139 shares 101,139 $1.28M 0.01% -12,864 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,971 shares; 2025Q4: 13,339 shares 13,339 $1.28M 0.01% -4,632 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,887 shares; 2024Q4: 38,850 shares; 2025Q1: 51,898 shares; 2025Q2: 35,650 shares; 2025Q3: 33,627 shares; 2025Q4: 25,428 shares 25,428 $1.28M 0.01% -8,199 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 39,026 shares; 2025Q1: 38,911 shares; 2025Q2: 37,146 shares; 2025Q3: 37,244 shares; 2025Q4: 32,865 shares 32,865 $1.28M 0.01% -4,379 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,511 shares 19,511 $1.28M 0.01% new Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,295 shares; 2025Q1: 11,284 shares; 2025Q2: 14,140 shares; 2025Q3: 14,684 shares; 2025Q4: 17,700 shares 17,700 $1.28M 0.01% +3,016 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,926 shares; 2024Q4: 105,256 shares; 2025Q1: 115,898 shares; 2025Q2: 151,876 shares; 2025Q3: 140,177 shares; 2025Q4: 193,411 shares 193,411 $1.27M 0.01% +53,234 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,165 shares 32,165 $1.27M 0.01% new Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,777 shares 24,777 $1.27M 0.01% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,526 shares; 2024Q4: 15,696 shares; 2025Q1: 15,035 shares; 2025Q2: 17,985 shares; 2025Q3: 17,530 shares; 2025Q4: 17,985 shares 17,985 $1.27M 0.01% +455 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,420 shares; 2024Q4: 15,337 shares; 2025Q1: 18,568 shares; 2025Q2: 26,959 shares; 2025Q3: 28,894 shares; 2025Q4: 30,729 shares 30,729 $1.26M 0.01% +1,835 Timeline PRF 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: 36,906 shares; 2024Q4: 22,834 shares; 2025Q1: 18,350 shares; 2025Q2: 24,082 shares; 2025Q3: 26,296 shares; 2025Q4: 26,872 shares 26,872 $1.26M 0.01% +576 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,260 shares; 2024Q4: 51,340 shares; 2025Q1: 49,068 shares; 2025Q2: 16,506 shares; 2025Q3: 16,740 shares; 2025Q4: 15,556 shares 15,556 $1.26M 0.01% -1,184 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 44,958 shares; 2025Q4: 49,957 shares 49,957 $1.26M 0.01% +4,999 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 309,399 shares 309,399 $1.26M 0.01% new Timeline FXR 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: 28,987 shares; 2024Q4: 29,798 shares; 2025Q1: 25,579 shares; 2025Q2: 25,445 shares; 2025Q3: 27,205 shares; 2025Q4: 15,723 shares 15,723 $1.26M 0.01% -11,482 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,971 shares; 2024Q4: 26,947 shares; 2025Q1: 26,518 shares; 2025Q2: 25,938 shares; 2025Q3: 25,183 shares; 2025Q4: 28,303 shares 28,303 $1.25M 0.01% +3,120 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,642 shares; 2025Q4: 24,981 shares 24,981 $1.25M 0.01% +4,339 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,321 shares; 2024Q4: 110,256 shares; 2025Q1: 142,044 shares; 2025Q2: 161,044 shares; 2025Q3: 172,544 shares; 2025Q4: 178,544 shares 178,544 $1.25M 0.01% +6,000 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 62,112 shares; 2025Q4: 77,102 shares 77,102 $1.24M 0.01% +14,990 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,742 shares; 2024Q4: 70,965 shares; 2025Q1: 70,965 shares; 2025Q2: 71,236 shares; 2025Q3: 71,456 shares; 2025Q4: 71,724 shares 71,724 $1.24M 0.01% +268 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 13,544 shares; 2025Q1: 13,562 shares; 2025Q2: 14,110 shares; 2025Q3: 13,845 shares; 2025Q4: 13,341 shares 13,341 $1.24M 0.01% -504 Timeline UTWO 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: 20,618 shares; 2024Q4: 23,273 shares; 2025Q1: 23,515 shares; 2025Q2: 27,171 shares; 2025Q3: 27,117 shares; 2025Q4: 25,403 shares 25,403 $1.23M 0.01% -1,714 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,142 shares; 2024Q4: 67,612 shares; 2025Q1: 67,614 shares; 2025Q2: 53,590 shares; 2025Q3: 52,533 shares; 2025Q4: 50,860 shares 50,860 $1.23M 0.01% -1,673 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 4,805 shares; 2025Q1: 5,455 shares; 2025Q2: 5,172 shares; 2025Q3: 5,278 shares; 2025Q4: 5,061 shares 5,061 $1.23M 0.01% -217 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,129 shares; 2025Q2: 18,907 shares; 2025Q3: 19,608 shares; 2025Q4: 18,595 shares 18,595 $1.23M 0.01% -1,013 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,250 shares; 2024Q4: 185,084 shares; 2025Q1: 194,100 shares; 2025Q2: 202,951 shares; 2025Q3: 207,122 shares; 2025Q4: 225,829 shares 225,829 $1.23M 0.01% +18,707 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 23,840 shares; 2025Q1: 33,019 shares; 2025Q2: 33,174 shares; 2025Q3: 15,309 shares; 2025Q4: 16,123 shares 16,123 $1.23M 0.01% +814 Timeline NYF 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: 16,930 shares; 2024Q4: 17,009 shares; 2025Q1: 17,038 shares; 2025Q2: 13,983 shares; 2025Q3: 22,034 shares; 2025Q4: 22,903 shares 22,903 $1.23M 0.01% +869 Timeline RSPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,995 shares; 2025Q3: 10,471 shares; 2025Q4: 23,928 shares 23,928 $1.22M 0.01% +13,457 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,035 shares; 2024Q4: 146,674 shares; 2025Q1: 157,751 shares; 2025Q2: 145,556 shares; 2025Q3: 156,103 shares; 2025Q4: 150,238 shares 150,238 $1.22M 0.01% -5,865 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 3,934 shares; 2025Q1: 5,833 shares; 2025Q2: 5,921 shares; 2025Q3: 6,993 shares; 2025Q4: 6,264 shares 6,264 $1.22M 0.01% -729 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,350 shares; 2024Q4: 121,350 shares; 2025Q1: 130,750 shares; 2025Q2: 143,300 shares; 2025Q3: 145,931 shares; 2025Q4: 145,251 shares 145,251 $1.22M 0.01% -680 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,793 shares; 2025Q1: 2,088 shares; 2025Q2: 2,334 shares; 2025Q3: 2,245 shares; 2025Q4: 1,794 shares 1,794 $1.21M 0.01% -451 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,508 shares; 2024Q4: 149,450 shares; 2025Q1: 152,099 shares; 2025Q2: 154,815 shares; 2025Q3: 122,438 shares; 2025Q4: 84,489 shares 84,489 $1.21M 0.01% -37,949 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,811 shares; 2024Q4: 146,328 shares; 2025Q1: 105,065 shares; 2025Q2: 78,504 shares; 2025Q3: 74,910 shares; 2025Q4: 97,134 shares 97,134 $1.21M 0.01% +22,224 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 20,268 shares; 2025Q1: 20,116 shares; 2025Q2: 20,204 shares; 2025Q3: 19,967 shares; 2025Q4: 19,155 shares 19,155 $1.21M 0.01% -812 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,056 shares 139,056 $1.2M 0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,001 shares; 2024Q4: 15,337 shares; 2025Q1: 14,871 shares; 2025Q2: 15,277 shares; 2025Q3: 9,027 shares; 2025Q4: 8,761 shares 8,761 $1.2M 0.01% -266 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,765 shares; 2024Q4: 83,621 shares; 2025Q1: 81,667 shares; 2025Q2: 78,625 shares; 2025Q3: 68,371 shares; 2025Q4: 62,555 shares 62,555 $1.2M 0.01% -5,816 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 21,690 shares; 2025Q1: 18,923 shares; 2025Q2: 18,641 shares; 2025Q3: 18,020 shares; 2025Q4: 17,878 shares 17,878 $1.19M 0.01% -142 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,816 shares; 2024Q4: 29,811 shares; 2025Q1: 28,925 shares; 2025Q2: 25,843 shares; 2025Q3: 22,364 shares; 2025Q4: 17,369 shares 17,369 $1.19M 0.01% -4,995 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 39,103 shares; 2025Q1: 41,262 shares; 2025Q2: 57,994 shares; 2025Q3: 57,235 shares; 2025Q4: 82,480 shares 82,480 $1.18M 0.01% +25,245 Timeline CFO 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: 20,248 shares; 2024Q4: 19,357 shares; 2025Q1: 18,961 shares; 2025Q2: 17,978 shares; 2025Q3: 17,466 shares; 2025Q4: 16,010 shares 16,010 $1.18M 0.01% -1,456 Timeline AFGR 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: 17,508 shares; 2024Q4: 17,249 shares; 2025Q1: 16,387 shares; 2025Q2: 31,757 shares; 2025Q3: 33,682 shares; 2025Q4: 33,287 shares 33,287 $1.18M 0.01% -395 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,439 shares; 2024Q4: 89,992 shares; 2025Q1: 89,046 shares; 2025Q2: 101,097 shares; 2025Q3: 99,815 shares; 2025Q4: 112,838 shares 112,838 $1.18M 0.01% +13,023 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,962 shares; 2024Q4: 34,198 shares; 2025Q1: 24,297 shares; 2025Q2: 20,173 shares; 2025Q3: 21,493 shares; 2025Q4: 25,399 shares 25,399 $1.18M 0.01% +3,906 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,161 shares; 2024Q4: 40,187 shares; 2025Q1: 41,933 shares; 2025Q2: 40,958 shares; 2025Q3: 49,090 shares; 2025Q4: 50,135 shares 50,135 $1.17M 0.01% +1,045 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,043 shares; 2025Q4: 41,486 shares 41,486 $1.17M 0.01% +25,443 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 26,241 shares; 2025Q2: not reported; 2025Q3: 23,525 shares; 2025Q4: 44,203 shares 44,203 $1.17M 0.01% +20,678 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 40,957 shares; 2025Q1: 43,951 shares; 2025Q2: 34,359 shares; 2025Q3: 47,102 shares; 2025Q4: 42,194 shares 42,194 $1.17M 0.01% -4,908 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 13,932 shares; 2025Q1: 14,942 shares; 2025Q2: 14,300 shares; 2025Q3: 10,472 shares; 2025Q4: 5,147 shares 5,147 $1.17M 0.01% -5,325 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,650 shares; 2024Q4: 60,350 shares; 2025Q1: 52,850 shares; 2025Q2: 53,350 shares; 2025Q3: 51,100 shares; 2025Q4: 46,000 shares 46,000 $1.16M 0.01% -5,100 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 5,860 shares; 2025Q1: 15,206 shares; 2025Q2: 15,175 shares; 2025Q3: 15,180 shares; 2025Q4: 15,163 shares 15,163 $1.16M 0.01% -17 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,238 shares; 2025Q1: 3,319 shares; 2025Q2: 3,466 shares; 2025Q3: 3,621 shares; 2025Q4: 3,631 shares 3,631 $1.16M 0.01% +10 Timeline LTPZ 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: 16,898 shares; 2024Q4: 16,864 shares; 2025Q1: 21,208 shares; 2025Q2: 22,741 shares; 2025Q3: 21,846 shares; 2025Q4: 22,370 shares 22,370 $1.16M 0.01% +524 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,521 shares; 2024Q4: 30,349 shares; 2025Q1: 30,648 shares; 2025Q2: 31,829 shares; 2025Q3: 29,580 shares; 2025Q4: 17,215 shares 17,215 $1.16M 0.01% -12,365 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,686 shares; 2025Q1: 2,169 shares; 2025Q2: 3,726 shares; 2025Q3: 3,771 shares; 2025Q4: 3,735 shares 3,735 $1.15M 0.01% -36 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,119 shares; 2024Q4: 10,165 shares; 2025Q1: 9,614 shares; 2025Q2: 12,058 shares; 2025Q3: 13,894 shares; 2025Q4: 13,681 shares 13,681 $1.15M 0.01% -213 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,762 shares; 2025Q1: 6,315 shares; 2025Q2: 8,415 shares; 2025Q3: 8,098 shares; 2025Q4: 5,299 shares 5,299 $1.15M 0.01% -2,799 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,192 shares; 2025Q2: 82,521 shares; 2025Q3: 82,295 shares; 2025Q4: 104,285 shares 104,285 $1.15M 0.01% +21,990 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 4,940 shares; 2025Q1: 4,887 shares; 2025Q2: 6,301 shares; 2025Q3: 6,514 shares; 2025Q4: 7,229 shares 7,229 $1.15M 0.01% +715 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 6,612 shares 6,612 $1.15M 0.01% +3,437 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 6,043 shares; 2025Q1: 6,425 shares; 2025Q2: 8,767 shares; 2025Q3: 9,568 shares; 2025Q4: 11,070 shares 11,070 $1.15M 0.01% +1,502 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,458 shares; 2024Q4: 29,456 shares; 2025Q1: 28,823 shares; 2025Q2: 26,823 shares; 2025Q3: 27,123 shares; 2025Q4: 26,504 shares 26,504 $1.15M 0.01% -619 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 9,755 shares; 2025Q1: 8,160 shares; 2025Q2: 8,209 shares; 2025Q3: 8,295 shares; 2025Q4: 8,453 shares 8,453 $1.15M 0.01% +158 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 9,391 shares; 2025Q1: 8,420 shares; 2025Q2: 7,079 shares; 2025Q3: 7,846 shares; 2025Q4: 11,206 shares 11,206 $1.15M 0.01% +3,360 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,459 shares; 2025Q1: 10,715 shares; 2025Q2: 29,691 shares; 2025Q3: 26,521 shares; 2025Q4: 24,120 shares 24,120 $1.15M 0.01% -2,401 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,972 shares; 2024Q4: 19,481 shares; 2025Q1: 19,487 shares; 2025Q2: 20,590 shares; 2025Q3: 31,846 shares; 2025Q4: 38,938 shares 38,938 $1.14M 0.01% +7,092 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,440 shares; 2024Q4: 46,896 shares; 2025Q1: 23,895 shares; 2025Q2: 22,574 shares; 2025Q3: 21,166 shares; 2025Q4: 19,866 shares 19,866 $1.14M 0.01% -1,300 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 420 shares; 2025Q1: 557 shares; 2025Q2: 610 shares; 2025Q3: 470 shares; 2025Q4: 531 shares 531 $1.14M 0.01% +61 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,273 shares; 2025Q1: 3,170 shares; 2025Q2: 3,759 shares; 2025Q3: 3,695 shares; 2025Q4: 3,967 shares 3,967 $1.14M 0.01% +272 Timeline PICB 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: 45,061 shares; 2024Q4: 44,628 shares; 2025Q1: 40,801 shares; 2025Q2: 41,688 shares; 2025Q3: 43,665 shares; 2025Q4: 47,537 shares 47,537 $1.14M 0.01% +3,872 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,521 shares; 2024Q4: 24,181 shares; 2025Q1: 32,437 shares; 2025Q2: 26,573 shares; 2025Q3: 27,070 shares; 2025Q4: 49,506 shares 49,506 $1.13M 0.01% +22,436 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,156 shares; 2024Q4: 104,241 shares; 2025Q1: 108,070 shares; 2025Q2: 106,421 shares; 2025Q3: 121,334 shares; 2025Q4: 128,562 shares 128,562 $1.13M 0.01% +7,228 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,314 shares 23,314 $1.13M 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 15,149 shares; 2025Q1: 13,461 shares; 2025Q2: 6,230 shares; 2025Q3: 5,161 shares; 2025Q4: 16,896 shares 16,896 $1.12M 0.01% +11,735 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,823 shares; 2025Q3: 14,485 shares; 2025Q4: 35,358 shares 35,358 $1.12M 0.01% +20,873 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,108 shares; 2024Q4: 274,118 shares; 2025Q1: 233,978 shares; 2025Q2: 245,600 shares; 2025Q3: 247,429 shares; 2025Q4: 177,202 shares 177,202 $1.12M 0.01% -70,227 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 8,111 shares; 2025Q1: 6,729 shares; 2025Q2: 6,548 shares; 2025Q3: 5,957 shares; 2025Q4: 6,063 shares 6,063 $1.12M 0.01% +106 Timeline ISTB 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: 64,454 shares; 2024Q4: 57,199 shares; 2025Q1: 55,861 shares; 2025Q2: 54,038 shares; 2025Q3: 22,390 shares; 2025Q4: 22,863 shares 22,863 $1.11M 0.01% +473 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 10,408 shares; 2025Q1: 7,273 shares; 2025Q2: 7,084 shares; 2025Q3: 7,660 shares; 2025Q4: 9,490 shares 9,490 $1.11M 0.01% +1,830 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,476 shares; 2025Q1: 3,515 shares; 2025Q2: 3,768 shares; 2025Q3: 3,622 shares; 2025Q4: 8,166 shares 8,166 $1.11M 0.01% +4,544 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 52,274 shares; 2025Q1: 36,551 shares; 2025Q2: 21,154 shares; 2025Q3: 21,164 shares; 2025Q4: 21,164 shares 21,164 $1.11M 0.01% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 7,214 shares; 2025Q1: 6,522 shares; 2025Q2: 6,537 shares; 2025Q3: 6,390 shares; 2025Q4: 6,285 shares 6,285 $1.1M 0.01% -105 Timeline IBTM 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,973 shares; 2025Q2: 21,973 shares; 2025Q3: 36,842 shares; 2025Q4: 47,796 shares 47,796 $1.1M 0.01% +10,954 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 18,062 shares; 2025Q1: 17,883 shares; 2025Q2: 13,781 shares; 2025Q3: 13,848 shares; 2025Q4: 13,832 shares 13,832 $1.1M 0.01% -16 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 6,760 shares; 2025Q1: 6,820 shares; 2025Q2: 7,125 shares; 2025Q3: 8,366 shares; 2025Q4: 8,802 shares 8,802 $1.1M 0.01% +436 Timeline LRGE 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: 14,160 shares; 2024Q4: 12,629 shares; 2025Q1: 12,496 shares; 2025Q2: 14,454 shares; 2025Q3: 13,366 shares; 2025Q4: 13,321 shares 13,321 $1.1M 0.01% -45 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,010 shares; 2025Q3: 19,283 shares; 2025Q4: 44,799 shares 44,799 $1.1M 0.01% +25,516 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 66,993 shares 66,993 $1.09M 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 8,403 shares; 2025Q1: 6,352 shares; 2025Q2: 6,499 shares; 2025Q3: 8,117 shares; 2025Q4: 8,457 shares 8,457 $1.09M 0.01% +340 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,045 shares; 2024Q4: 24,513 shares; 2025Q1: 23,469 shares; 2025Q2: 19,225 shares; 2025Q3: 12,879 shares; 2025Q4: 23,190 shares 23,190 $1.09M 0.01% +10,311 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 4,462 shares; 2025Q1: 5,063 shares; 2025Q2: 9,550 shares; 2025Q3: 9,644 shares; 2025Q4: 17,950 shares 17,950 $1.08M 0.01% +8,306 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 3,964 shares; 2025Q1: 3,689 shares; 2025Q2: 3,229 shares; 2025Q3: 3,321 shares; 2025Q4: 5,270 shares 5,270 $1.08M 0.01% +1,949 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 20,393 shares; 2025Q1: 20,711 shares; 2025Q2: 7,864 shares; 2025Q3: 6,939 shares; 2025Q4: 5,207 shares 5,207 $1.08M 0.01% -1,732 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,801 shares; 2025Q4: 10,155 shares 10,155 $1.08M 0.01% +3,354 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,418 shares; 2024Q4: 22,271 shares; 2025Q1: 27,463 shares; 2025Q2: 24,813 shares; 2025Q3: 29,588 shares; 2025Q4: 42,774 shares 42,774 $1.08M 0.01% +13,186 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,329 shares; 2024Q4: 21,978 shares; 2025Q1: 23,075 shares; 2025Q2: 51,332 shares; 2025Q3: 63,688 shares; 2025Q4: 64,227 shares 64,227 $1.08M 0.01% +539 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 5,897 shares; 2025Q1: 4,556 shares; 2025Q2: 4,238 shares; 2025Q3: 4,467 shares; 2025Q4: 6,113 shares 6,113 $1.08M 0.01% +1,646 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 11,243 shares; 2025Q4: 13,429 shares 13,429 $1.07M 0.01% +2,186 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 1,767 shares; 2025Q3: 2,523 shares; 2025Q4: 4,413 shares 4,413 $1.07M 0.01% +1,890 Timeline CDXS CODEXIS INC More: the full row for CODEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,699 shares; 2024Q4: 281,043 shares; 2025Q1: 342,660 shares; 2025Q2: 522,913 shares; 2025Q3: 561,413 shares; 2025Q4: 654,581 shares 654,581 $1.07M 0.01% +93,168 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,230 shares; 2024Q4: 115,262 shares; 2025Q1: 114,912 shares; 2025Q2: 115,132 shares; 2025Q3: 115,345 shares; 2025Q4: 115,556 shares 115,556 $1.07M 0.01% +211 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 5,561 shares; 2025Q1: 5,779 shares; 2025Q2: 5,022 shares; 2025Q3: 4,655 shares; 2025Q4: 4,963 shares 4,963 $1.06M <0.01% +308 Timeline PRFZ 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: 42,639 shares; 2024Q4: 36,800 shares; 2025Q1: 34,894 shares; 2025Q2: 29,138 shares; 2025Q3: 24,568 shares; 2025Q4: 23,106 shares 23,106 $1.06M <0.01% -1,462 Timeline RSSL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,974 shares 10,974 $1.06M <0.01% new Timeline IYE 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: 28,313 shares; 2024Q4: 32,673 shares; 2025Q1: 34,635 shares; 2025Q2: 25,250 shares; 2025Q3: 36,981 shares; 2025Q4: 22,262 shares 22,262 $1.06M <0.01% -14,719 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 9,448 shares; 2025Q1: 9,823 shares; 2025Q2: 9,696 shares; 2025Q3: 10,154 shares; 2025Q4: 10,301 shares 10,301 $1.06M <0.01% +147 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,006 shares; 2024Q4: 162,140 shares; 2025Q1: 188,848 shares; 2025Q2: 179,301 shares; 2025Q3: 173,647 shares; 2025Q4: 170,728 shares 170,728 $1.05M <0.01% -2,919 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,715 shares; 2024Q4: 27,920 shares; 2025Q1: 15,693 shares; 2025Q2: 15,261 shares; 2025Q3: 13,270 shares; 2025Q4: 13,324 shares 13,324 $1.05M <0.01% +54 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,170 shares; 2024Q4: 41,161 shares; 2025Q1: 42,909 shares; 2025Q2: 46,609 shares; 2025Q3: 42,448 shares; 2025Q4: 41,150 shares 41,150 $1.05M <0.01% -1,298 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 11,826 shares; 2025Q1: 11,963 shares; 2025Q2: 15,184 shares; 2025Q3: 15,199 shares; 2025Q4: 22,750 shares 22,750 $1.04M <0.01% +7,551 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 10,528 shares; 2025Q1: 10,584 shares; 2025Q2: 10,167 shares; 2025Q3: 14,411 shares; 2025Q4: 14,750 shares 14,750 $1.04M <0.01% +339 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 7,724 shares; 2025Q1: 8,055 shares; 2025Q2: 12,623 shares; 2025Q3: 12,953 shares; 2025Q4: 13,400 shares 13,400 $1.04M <0.01% +447 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,821 shares; 2025Q1: 4,028 shares; 2025Q2: 4,033 shares; 2025Q3: 3,879 shares; 2025Q4: 13,240 shares 13,240 $1.03M <0.01% +9,361 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA 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: 13,658 shares; 2025Q2: 43,453 shares; 2025Q3: 34,637 shares; 2025Q4: 34,937 shares 34,937 $1.03M <0.01% +300 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,114 shares; 2025Q1: 4,288 shares; 2025Q2: 6,333 shares; 2025Q3: 6,273 shares; 2025Q4: 6,058 shares 6,058 $1.03M <0.01% -215 Timeline MODL 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: 9,829 shares; 2024Q4: 9,388 shares; 2025Q1: 24,261 shares; 2025Q2: 24,494 shares; 2025Q3: 24,655 shares; 2025Q4: 21,714 shares 21,714 $1.03M <0.01% -2,941 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,098 shares; 2024Q4: 34,556 shares; 2025Q1: 25,821 shares; 2025Q2: 29,280 shares; 2025Q3: 21,527 shares; 2025Q4: 20,692 shares 20,692 $1.03M <0.01% -835 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,080 shares; 2025Q4: 31,889 shares 31,889 $1.03M <0.01% -10,191 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 11,336 shares; 2025Q1: 7,573 shares; 2025Q2: 5,896 shares; 2025Q3: 8,002 shares; 2025Q4: 8,061 shares 8,061 $1.03M <0.01% +59 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS 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: 357,291 shares 357,291 $1.03M <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 12,193 shares; 2025Q1: 9,574 shares; 2025Q2: 9,331 shares; 2025Q3: 7,194 shares; 2025Q4: 5,643 shares 5,643 $1.03M <0.01% -1,551 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 12,995 shares; 2025Q1: 12,420 shares; 2025Q2: 13,231 shares; 2025Q3: 12,102 shares; 2025Q4: 12,069 shares 12,069 $1.02M <0.01% -33 Timeline GSUS 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: 17,103 shares; 2024Q4: 17,122 shares; 2025Q1: 14,070 shares; 2025Q2: 13,722 shares; 2025Q3: 11,702 shares; 2025Q4: 10,846 shares 10,846 $1.02M <0.01% -856 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,199 shares; 2025Q3: 6,191 shares; 2025Q4: 17,187 shares 17,187 $1.02M <0.01% +10,996 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,964 shares; 2024Q4: 39,145 shares; 2025Q1: 35,902 shares; 2025Q2: 35,483 shares; 2025Q3: 48,724 shares; 2025Q4: 48,934 shares 48,934 $1.02M <0.01% +210 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 17,549 shares; 2025Q1: 18,168 shares; 2025Q2: 18,169 shares; 2025Q3: 16,673 shares; 2025Q4: 17,151 shares 17,151 $1.02M <0.01% +478 Timeline HEDJ 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: 5,884 shares; 2024Q4: not reported; 2025Q1: 7,010 shares; 2025Q2: 50,102 shares; 2025Q3: 50,538 shares; 2025Q4: 19,206 shares 19,206 $1.02M <0.01% -31,332 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 6,380 shares 6,380 $1.02M <0.01% +4,030 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 6,261 shares; 2025Q1: 6,235 shares; 2025Q2: 3,903 shares; 2025Q3: 4,056 shares; 2025Q4: 4,541 shares 4,541 $1.01M <0.01% +485 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,432 shares 112,432 $1.01M <0.01% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,601 shares; 2024Q4: 13,327 shares; 2025Q1: 16,963 shares; 2025Q2: 15,135 shares; 2025Q3: 15,189 shares; 2025Q4: 14,758 shares 14,758 $1.01M <0.01% -431 Timeline USHY 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: 30,948 shares; 2024Q4: 33,083 shares; 2025Q1: 31,263 shares; 2025Q2: 25,994 shares; 2025Q3: 25,308 shares; 2025Q4: 26,916 shares 26,916 $1.01M <0.01% +1,608 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,133 shares; 2024Q4: 11,572 shares; 2025Q1: 13,271 shares; 2025Q2: 8,589 shares; 2025Q3: 11,452 shares; 2025Q4: 8,999 shares 8,999 $1.01M <0.01% -2,453 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,723 shares; 2025Q1: not reported; 2025Q2: 6,345 shares; 2025Q3: 6,349 shares; 2025Q4: 8,027 shares 8,027 $1.01M <0.01% +1,678 Timeline XJH 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: 45,730 shares; 2024Q4: 47,253 shares; 2025Q1: 36,897 shares; 2025Q2: 29,450 shares; 2025Q3: 22,999 shares; 2025Q4: 22,478 shares 22,478 $1M <0.01% -521 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,264 shares; 2025Q1: 8,502 shares; 2025Q2: 9,494 shares; 2025Q3: 9,540 shares; 2025Q4: 10,282 shares 10,282 $999K <0.01% +742 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,817 shares; 2024Q4: 85,412 shares; 2025Q1: 79,915 shares; 2025Q2: 78,086 shares; 2025Q3: 69,050 shares; 2025Q4: 65,298 shares 65,298 $996K <0.01% -3,752 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,428 shares; 2024Q4: 29,260 shares; 2025Q1: 27,577 shares; 2025Q2: 28,962 shares; 2025Q3: 28,507 shares; 2025Q4: 28,648 shares 28,648 $995K <0.01% +141 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,174 shares; 2024Q4: 40,944 shares; 2025Q1: 40,679 shares; 2025Q2: 39,749 shares; 2025Q3: 37,163 shares; 2025Q4: 34,084 shares 34,084 $989K <0.01% -3,079 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,065 shares; 2024Q4: 14,895 shares; 2025Q1: 15,013 shares; 2025Q2: 14,895 shares; 2025Q3: 16,425 shares; 2025Q4: 16,497 shares 16,497 $987K <0.01% +72 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,072 shares; 2024Q4: 43,178 shares; 2025Q1: 42,679 shares; 2025Q2: 42,856 shares; 2025Q3: 43,028 shares; 2025Q4: 43,253 shares 43,253 $987K <0.01% +225 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 9,361 shares; 2025Q1: 290,990 shares; 2025Q2: 17,266 shares; 2025Q3: 27,816 shares; 2025Q4: 38,598 shares 38,598 $983K <0.01% +10,782 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 14,725 shares; 2025Q1: 14,432 shares; 2025Q2: 14,706 shares; 2025Q3: 13,808 shares; 2025Q4: 11,995 shares 11,995 $983K <0.01% -1,813 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 27,764 shares; 2025Q1: 29,815 shares; 2025Q2: 15,133 shares; 2025Q3: 12,617 shares; 2025Q4: 12,607 shares 12,607 $980K <0.01% -10 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,484 shares; 2024Q4: 131,690 shares; 2025Q1: 216,066 shares; 2025Q2: 115,153 shares; 2025Q3: 127,961 shares; 2025Q4: 21,615 shares 21,615 $980K <0.01% -106,346 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 7,490 shares; 2025Q1: 7,632 shares; 2025Q2: 7,321 shares; 2025Q3: 10,618 shares; 2025Q4: 8,874 shares 8,874 $979K <0.01% -1,744 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,902 shares; 2025Q3: 29,289 shares; 2025Q4: 31,260 shares 31,260 $976K <0.01% +1,971 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,239 shares 36,239 $974K <0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,277 shares; 2025Q1: 5,939 shares; 2025Q2: 6,043 shares; 2025Q3: 5,740 shares; 2025Q4: 8,485 shares 8,485 $974K <0.01% +2,745 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 17,471 shares; 2025Q1: 10,985 shares; 2025Q2: 10,749 shares; 2025Q3: 10,548 shares; 2025Q4: 9,959 shares 9,959 $974K <0.01% -589 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 12,968 shares; 2025Q1: 13,632 shares; 2025Q2: 14,988 shares; 2025Q3: 15,636 shares; 2025Q4: 27,567 shares 27,567 $969K <0.01% +11,931 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,375 shares; 2025Q1: 20,263 shares; 2025Q2: 55,978 shares; 2025Q3: 45,703 shares; 2025Q4: 48,414 shares 48,414 $968K <0.01% +2,711 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 6,349 shares; 2025Q1: 5,971 shares; 2025Q2: 6,301 shares; 2025Q3: 5,580 shares; 2025Q4: 5,577 shares 5,577 $968K <0.01% -3 Timeline EMTL 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: 37,413 shares; 2024Q4: 37,804 shares; 2025Q1: 37,442 shares; 2025Q2: 21,646 shares; 2025Q3: 20,101 shares; 2025Q4: 22,312 shares 22,312 $966K <0.01% +2,211 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,124 shares; 2024Q4: 79,552 shares; 2025Q1: 81,610 shares; 2025Q2: 80,710 shares; 2025Q3: 45,847 shares; 2025Q4: 65,813 shares 65,813 $957K <0.01% +19,966 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 4,714 shares; 2025Q1: 26,985 shares; 2025Q2: 31,970 shares; 2025Q3: 34,936 shares; 2025Q4: 15,573 shares 15,573 $956K <0.01% -19,363 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 8,712 shares; 2025Q1: 9,757 shares; 2025Q2: 8,870 shares; 2025Q3: 8,361 shares; 2025Q4: 8,739 shares 8,739 $955K <0.01% +378 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,309 shares; 2024Q4: 28,302 shares; 2025Q1: 23,931 shares; 2025Q2: 31,030 shares; 2025Q3: 36,954 shares; 2025Q4: 33,952 shares 33,952 $955K <0.01% -3,002 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,372 shares; 2024Q4: 79,274 shares; 2025Q1: 70,243 shares; 2025Q2: 60,931 shares; 2025Q3: 66,299 shares; 2025Q4: 86,824 shares 86,824 $953K <0.01% +20,525 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,290 shares; 2025Q3: 16,298 shares; 2025Q4: 14,451 shares 14,451 $952K <0.01% -1,847 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,595 shares; 2024Q4: 67,298 shares; 2025Q1: 88,014 shares; 2025Q2: 134,459 shares; 2025Q3: 140,684 shares; 2025Q4: 136,024 shares 136,024 $951K <0.01% -4,660 Timeline QARP 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: not reported; 2025Q2: not reported; 2025Q3: 15,058 shares; 2025Q4: 16,072 shares 16,072 $949K <0.01% +1,014 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 4,794 shares; 2025Q1: 4,809 shares; 2025Q2: 6,202 shares; 2025Q3: 5,033 shares; 2025Q4: 11,373 shares 11,373 $949K <0.01% +6,340 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 9,825 shares; 2025Q1: 8,691 shares; 2025Q2: 9,293 shares; 2025Q3: 10,059 shares; 2025Q4: 6,972 shares 6,972 $949K <0.01% -3,087 Timeline EIPI 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: 51,035 shares; 2024Q4: 45,919 shares; 2025Q1: 46,532 shares; 2025Q2: 46,093 shares; 2025Q3: 47,346 shares; 2025Q4: 47,730 shares 47,730 $948K <0.01% +384 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 1,863 shares; 2025Q4: 2,958 shares 2,958 $946K <0.01% +1,095 Timeline TECB 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: 25,011 shares; 2024Q4: 26,915 shares; 2025Q1: 11,770 shares; 2025Q2: 12,967 shares; 2025Q3: 15,876 shares; 2025Q4: 15,540 shares 15,540 $946K <0.01% -336 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 8,073 shares; 2025Q1: 6,934 shares; 2025Q2: 7,183 shares; 2025Q3: 8,661 shares; 2025Q4: 6,931 shares 6,931 $945K <0.01% -1,730 Timeline NN NEXTNAV INC More: the full row for NEXTNAV 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: 21,825 shares; 2025Q3: 57,873 shares; 2025Q4: 56,667 shares 56,667 $943K <0.01% -1,206 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,612 shares; 2024Q4: 51,624 shares; 2025Q1: 49,675 shares; 2025Q2: 47,092 shares; 2025Q3: 48,798 shares; 2025Q4: 49,092 shares 49,092 $942K <0.01% +294 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 18,432 shares; 2025Q1: 18,280 shares; 2025Q2: 18,283 shares; 2025Q3: 18,177 shares; 2025Q4: 18,129 shares 18,129 $942K <0.01% -48 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,796 shares; 2024Q4: 148,671 shares; 2025Q1: 147,031 shares; 2025Q2: 156,690 shares; 2025Q3: 165,618 shares; 2025Q4: 35,716 shares 35,716 $940K <0.01% -129,902 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 10,577 shares; 2025Q1: 10,293 shares; 2025Q2: 10,455 shares; 2025Q3: 10,341 shares; 2025Q4: 12,722 shares 12,722 $937K <0.01% +2,381 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 24,566 shares; 2025Q1: 32,134 shares; 2025Q2: 35,896 shares; 2025Q3: 37,151 shares; 2025Q4: 36,534 shares 36,534 $935K <0.01% -617 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,250 shares; 2024Q4: 129,750 shares; 2025Q1: 141,185 shares; 2025Q2: 150,408 shares; 2025Q3: 150,916 shares; 2025Q4: 144,655 shares 144,655 $933K <0.01% -6,261 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 13,721 shares; 2025Q1: 11,245 shares; 2025Q2: 11,260 shares; 2025Q3: 10,864 shares; 2025Q4: 10,432 shares 10,432 $930K <0.01% -432 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,271 shares; 2024Q4: 36,973 shares; 2025Q1: 29,641 shares; 2025Q2: 29,467 shares; 2025Q3: 27,229 shares; 2025Q4: 27,794 shares 27,794 $930K <0.01% +565 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,092 shares; 2024Q4: 65,550 shares; 2025Q1: 65,901 shares; 2025Q2: 70,788 shares; 2025Q3: 70,788 shares; 2025Q4: 70,338 shares 70,338 $928K <0.01% -450 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,789 shares; 2024Q4: 37,844 shares; 2025Q1: 36,188 shares; 2025Q2: 35,024 shares; 2025Q3: 45,043 shares; 2025Q4: 46,713 shares 46,713 $928K <0.01% +1,670 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,728 shares 15,728 $924K <0.01% new Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,804 shares; 2024Q4: 34,682 shares; 2025Q1: 52,130 shares; 2025Q2: 50,523 shares; 2025Q3: 42,329 shares; 2025Q4: 48,476 shares 48,476 $918K <0.01% +6,147 Timeline FLCB 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: 159,714 shares; 2024Q4: 158,333 shares; 2025Q1: 61,003 shares; 2025Q2: 43,718 shares; 2025Q3: 42,732 shares; 2025Q4: 42,424 shares 42,424 $917K <0.01% -308 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 5,453 shares; 2025Q1: 5,237 shares; 2025Q2: 5,154 shares; 2025Q3: 10,142 shares; 2025Q4: 10,370 shares 10,370 $916K <0.01% +228 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,452 shares; 2024Q4: 65,679 shares; 2025Q1: 75,396 shares; 2025Q2: 78,435 shares; 2025Q3: 80,966 shares; 2025Q4: 78,300 shares 78,300 $915K <0.01% -2,666 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,520 shares; 2025Q4: 34,165 shares 34,165 $914K <0.01% +19,645 Timeline PINK 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: 49,001 shares; 2024Q4: 18,393 shares; 2025Q1: 18,144 shares; 2025Q2: 51,096 shares; 2025Q3: 7,011 shares; 2025Q4: 24,830 shares 24,830 $909K <0.01% +17,819 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 20,071 shares; 2025Q1: 19,805 shares; 2025Q2: 19,914 shares; 2025Q3: 24,088 shares; 2025Q4: 22,508 shares 22,508 $908K <0.01% -1,580 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,363 shares; 2025Q1: 3,341 shares; 2025Q2: 3,540 shares; 2025Q3: 3,489 shares; 2025Q4: 3,138 shares 3,138 $906K <0.01% -351 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,644 shares; 2024Q4: 5,444 shares; 2025Q1: 10,287 shares; 2025Q2: 11,380 shares; 2025Q3: 15,530 shares; 2025Q4: 18,893 shares 18,893 $904K <0.01% +3,363 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,476 shares; 2025Q2: 19,301 shares; 2025Q3: 24,851 shares; 2025Q4: 25,068 shares 25,068 $904K <0.01% +217 Timeline WTMF 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: 23,671 shares; 2024Q4: 24,048 shares; 2025Q1: 25,604 shares; 2025Q2: 25,336 shares; 2025Q3: 24,703 shares; 2025Q4: 23,720 shares 23,720 $902K <0.01% -983 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,781 shares; 2024Q4: 21,036 shares; 2025Q1: not reported; 2025Q2: 11,405 shares; 2025Q3: 39,918 shares; 2025Q4: 34,250 shares 34,250 $900K <0.01% -5,668 Timeline PTBD 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: 35,105 shares; 2024Q4: 35,674 shares; 2025Q1: 37,671 shares; 2025Q2: 37,984 shares; 2025Q3: 43,409 shares; 2025Q4: 46,160 shares 46,160 $896K <0.01% +2,751 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,700 shares; 2024Q4: 274,200 shares; 2025Q1: 286,200 shares; 2025Q2: 290,700 shares; 2025Q3: 314,850 shares; 2025Q4: 342,350 shares 342,350 $894K <0.01% +27,500 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 17,818 shares; 2025Q1: 17,863 shares; 2025Q2: 17,531 shares; 2025Q3: 20,664 shares; 2025Q4: 17,904 shares 17,904 $893K <0.01% -2,760 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,492 shares; 2024Q4: 70,023 shares; 2025Q1: 77,519 shares; 2025Q2: 73,617 shares; 2025Q3: 68,811 shares; 2025Q4: 67,623 shares 67,623 $893K <0.01% -1,188 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,521 shares; 2024Q4: 31,538 shares; 2025Q1: 66,038 shares; 2025Q2: 103,948 shares; 2025Q3: 113,452 shares; 2025Q4: 119,673 shares 119,673 $892K <0.01% +6,221 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,743 shares; 2025Q1: 3,244 shares; 2025Q2: 3,559 shares; 2025Q3: 3,657 shares; 2025Q4: 3,685 shares 3,685 $888K <0.01% +28 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,750 shares; 2024Q4: 59,050 shares; 2025Q1: 59,950 shares; 2025Q2: 61,150 shares; 2025Q3: 61,150 shares; 2025Q4: 60,650 shares 60,650 $887K <0.01% -500 Timeline ICLN 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: 66,551 shares; 2024Q4: 38,675 shares; 2025Q1: 26,935 shares; 2025Q2: 27,048 shares; 2025Q3: 26,786 shares; 2025Q4: 53,920 shares 53,920 $886K <0.01% +27,134 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 12,681 shares; 2025Q1: 12,681 shares; 2025Q2: 14,856 shares; 2025Q3: 18,106 shares; 2025Q4: 18,975 shares 18,975 $885K <0.01% +869 Timeline RSPD 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: 36,895 shares; 2024Q4: 35,498 shares; 2025Q1: 20,923 shares; 2025Q2: 15,772 shares; 2025Q3: 15,152 shares; 2025Q4: 15,457 shares 15,457 $882K <0.01% +305 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 2,991 shares; 2025Q1: 2,838 shares; 2025Q2: 2,763 shares; 2025Q3: 4,375 shares; 2025Q4: 7,836 shares 7,836 $881K <0.01% +3,461 Timeline FSMB 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: 27,572 shares; 2024Q4: 32,640 shares; 2025Q1: 30,002 shares; 2025Q2: 39,899 shares; 2025Q3: 40,200 shares; 2025Q4: 43,845 shares 43,845 $879K <0.01% +3,645 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,000 shares; 2025Q2: 24,719 shares; 2025Q3: 24,719 shares; 2025Q4: 24,719 shares 24,719 $877K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,278 shares; 2024Q4: 41,293 shares; 2025Q1: 57,133 shares; 2025Q2: 38,028 shares; 2025Q3: 93,444 shares; 2025Q4: 45,730 shares 45,730 $875K <0.01% -47,714 Timeline JMHI 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: 4,174 shares; 2025Q2: 17,936 shares; 2025Q3: 15,871 shares; 2025Q4: 17,409 shares 17,409 $875K <0.01% +1,538 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,750 shares; 2025Q4: 34,654 shares 34,654 $874K <0.01% +24,904 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,353 shares; 2025Q1: 5,138 shares; 2025Q2: 5,291 shares; 2025Q3: 5,498 shares; 2025Q4: 5,421 shares 5,421 $872K <0.01% -77 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 8,383 shares; 2025Q1: 8,261 shares; 2025Q2: 8,188 shares; 2025Q3: 8,310 shares; 2025Q4: 8,534 shares 8,534 $870K <0.01% +224 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,567 shares; 2024Q4: 127,182 shares; 2025Q1: 74,426 shares; 2025Q2: 28,414 shares; 2025Q3: 27,448 shares; 2025Q4: 27,292 shares 27,292 $869K <0.01% -156 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,619 shares 21,619 $869K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 13,784 shares; 2025Q1: 12,822 shares; 2025Q2: 11,442 shares; 2025Q3: 8,482 shares; 2025Q4: 6,297 shares 6,297 $869K <0.01% -2,185 Timeline FUMB 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: 66,111 shares; 2024Q4: 55,223 shares; 2025Q1: 57,029 shares; 2025Q2: 50,894 shares; 2025Q3: 47,143 shares; 2025Q4: 43,282 shares 43,282 $868K <0.01% -3,861 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,316 shares 26,316 $867K <0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 2,759 shares; 2025Q1: 8,115 shares; 2025Q2: 6,585 shares; 2025Q3: 6,420 shares; 2025Q4: 6,028 shares 6,028 $866K <0.01% -392 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,484 shares; 2025Q2: 13,933 shares; 2025Q3: 8,053 shares; 2025Q4: 8,270 shares 8,270 $866K <0.01% +217 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 12,576 shares; 2025Q1: 12,579 shares; 2025Q2: 12,573 shares; 2025Q3: 12,548 shares; 2025Q4: 12,462 shares 12,462 $865K <0.01% -86 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,979 shares; 2024Q4: 23,735 shares; 2025Q1: 26,811 shares; 2025Q2: 29,237 shares; 2025Q3: 33,319 shares; 2025Q4: 40,799 shares 40,799 $865K <0.01% +7,480 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 17,707 shares; 2025Q1: 17,986 shares; 2025Q2: 17,543 shares; 2025Q3: 17,425 shares; 2025Q4: 17,973 shares 17,973 $863K <0.01% +548 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,552 shares; 2025Q4: 7,913 shares 7,913 $861K <0.01% +3,361 Timeline XMLV 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: 17,434 shares; 2024Q4: 16,256 shares; 2025Q1: 11,014 shares; 2025Q2: 14,762 shares; 2025Q3: 14,509 shares; 2025Q4: 13,799 shares 13,799 $861K <0.01% -710 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,515 shares; 2025Q3: 9,053 shares; 2025Q4: 3,293 shares 3,293 $860K <0.01% -5,760 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,347 shares; 2024Q4: 50,076 shares; 2025Q1: 54,769 shares; 2025Q2: 55,403 shares; 2025Q3: 52,670 shares; 2025Q4: 49,717 shares 49,717 $858K <0.01% -2,953 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 12,775 shares; 2025Q1: 12,442 shares; 2025Q2: 11,383 shares; 2025Q3: 12,089 shares; 2025Q4: 12,258 shares 12,258 $855K <0.01% +169 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,105 shares; 2025Q2: 6,793 shares; 2025Q3: 9,353 shares; 2025Q4: 14,949 shares 14,949 $854K <0.01% +5,596 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,233 shares; 2024Q4: 26,613 shares; 2025Q1: 18,084 shares; 2025Q2: 26,144 shares; 2025Q3: 29,209 shares; 2025Q4: 29,864 shares 29,864 $852K <0.01% +655 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,796 shares; 2025Q1: not reported; 2025Q2: 65,422 shares; 2025Q3: 46,268 shares; 2025Q4: 32,560 shares 32,560 $851K <0.01% -13,708 Timeline